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Agenda Overview

Thursday Evening

7:00 p.m – 9:00 p.m.
Welcome Reception

Friday Morning

8:00 a.m. – 9:00 p.m.
Breakfast & Check-In
9:00 a.m. – 9:15 a.m.
Opening Remarks
9:15 a.m. – 10:15 a.m.
Visionary Keynote
10:15 a.m. – 10:35 a.m.
Networking Break
10:35 a.m. – 11:35 a.m.
From Survival to Success: Funding Growth in a Margin-Constrained World
11:35 a.m. – 12:15 p.m.
Keynote
12:15 p.m. – 1:15 p.m.
Lunch & Networking

Friday Afternoon

1:15 p.m. – 2:15 p.m
Breakout Sessions, Round 1
2:15 p.m. – 2:35 p.m.
Networking Break
2:35 p.m. – 3:35 p.m.
Breakout Sessions, Round 2
3:35 p.m. – 3:55 p.m.
Networking Break
3:55 p.m. – 4:55 p.m
The Future of Care & Capability: Maximizing Asset Value in a Distributed Care Model
4:55 p.m. – 5:05 p.m.
Closing Remarks

Friday Evening

6:30 p.m.
Cocktails & Conversations
7:30 p.m. – 9:30 p.m.
Dinner & Entertainment

Detailed Agenda

THURSDAY, OCTOBER 29, 2026

EVENING

7:00 p.m – 9:00 p.m.
Welcome Reception

HGS isn’t a trade show floor, it’s a room full of physician leaders and health system executives actively planning their next chapter. Our sponsors don’t just buy exposure; they become part of the conversation, sharing the stage with the people shaping tomorrow’s healthcare landscape. Whether you’re reaching physician owners, practice leaders, or health system executives, HGS offers access that’s hard to replicate anywhere else in the industry.

FRIDAY, OCTOBER 30, 2026

MORNING

8:00 a.m. – 9:00 p.m.
Breakfast & Check-In

Start the day with breakfast and peer networking before the program begins.

9:00 a.m. – 9:15 a.m.
Opening Remarks

A welcome from Montecito Medical and framing of the day ahead, the dual imperative of unlocking assets and accelerating care transformation.

Speaker: Chip Conk, CEO, Montecito Medical | Event Producer
9:15 a.m. – 10:15 a.m.
Visionary Keynote

Setting the vision for healthcare’s next era: growth, transformation, and what it means for the physician and health system leaders in the room. A forward-looking opening that frames the strategic and financial decisions shaping the industry’s next decade.

Speaker: To be announced
10:15 a.m. – 10:35 a.m.
Networking Break

GENERAL SESSION I

10:35 a.m. – 11:35 a.m.
From Survival to Success: Funding Growth in a Margin-Constrained World

Reimbursement compression is squeezing the P&L, but you can’t cut your way to prosperity. This session explores how to attack margin challenges from both sides of the ledger: optimizing operations through AI and technology while unlocking balance sheet assets to fund growth and innovation.

What you’ll explore

  • The “Fund and Fix” Model: using proceeds from real estate monetization to finance the high-ROI AI tools that automate billing, reduce denials, and augment the workforce.
  • Margin Protection 360: viewing margin as a function of both clinical efficiency and asset efficiency. A 50% empty building is a reimbursement leak just as damaging as a denied claim.
  • Doing More With Less: using AI to handle administrative burden while repurposing underutilized square footage for higher-revenue services.
  • The mindset shift from survive to thrive in a reimbursement environment that is not getting easier.
Moderator: Scott Fowler, MD, FACOG, JD, President & CEO, Holston Medical Group
Panelists: Amy Goad, Managing Director, Consulting, Sendero
Panelists: Elmer B. Polite, President, Eastern Division, Lifepoint Health and Duke
11:35 a.m. – 12:15 p.m.
Keynote

A focused midday keynote to reframe mindsets before lunch.

Speaker: To be announced
12:15 p.m. – 1:15 p.m.
Lunch & Networking

Lunch with peers and speakers. An hour built for the conversations that rarely happen inside the ballroom.

AFTERNOON

BREAKOUT SESSIONS, ROUND 1

ROUND 1 | 1:15 p.m. – 2:15 p.m

Track A
Physicians

The New Era of Physician Wealth: Strategy, Equity & Optionality in a Changing Healthcare System

Physician wealth is no longer built through income alone, it is shaped by the decisions you make around equity, alignment, and capital in an increasingly complex ecosystem. This forward-looking session moves beyond siloed strategies like tax, real estate, or investing to explore how physicians can build durable, long-term wealth across any career path: independent, employed, or partnered.

What you’ll explore:

  • How evolving compensation and equity models are reshaping what “physician wealth” actually means.
  • Preparing for liquidity events, generational planning, and alternative investments as part of a single strategic system.
  • Aligning your clinical career, ownership opportunities, and financial strategy to create flexibility, resilience, and optionality.
  • The decisions to make today that compound into long-term wealth regardless of how the market shifts.
Moderator: Bruce Cohen, MD, Foot & Ankle Specialist, OrthoCarolina
Panelists: Tax Expert (to be confirmed), RSM US, LLP
Track B
Health Systems Executives

AI-Enabled Operations & Workforce Strategy

What actually works inside health systems right now? This session brings together health system leaders and technology experts to discuss how AI is transforming operations, workforce management, and the cost-to-collect equation, separating the proven use cases from the hype cycle.

What you’ll explore:

  • Where AI is already delivering measurable ROI in billing, denials management, and the revenue cycle.
  • Leveraging data and independent third parties to unlock savings on equipment, service, and supply chain.
  • Managing and augmenting the clinical workforce with data insights that improve retention, staffing, and productivity.
  • The legal, compliance, and risk-management guardrails every health system leader should be building now.
Moderator: Amy Goad, Managing Director, Consulting, Sendero
Panelists: A.J. Bajou, Chair, Artificial Intelligence Practice, Bradley Arant Boult Cummings LLP
2:15 p.m. – 2:35 p.m. - Networking Break

BREAKOUT SESSIONS, ROUND 2

ROUND 2 | 2:35 p.m. – 3:35 p.m.

Track A
Physicians

The Physician Enterprise Playbook: Ownership, Alignment & Strategic Control

The traditional divide between independent practice and employment is giving way to a new reality: physicians are now operating within increasingly complex enterprise structures shaped by health systems, private equity, and hybrid partnership models. This session explores how physician enterprise is being redesigned and what that means for ownership, compensation, and long-term value creation.

What you’ll explore:

  • Alignment frameworks: comparing hospital/PSA models, PE platform opportunities, MSO-backed independent networks, and large corporate affiliations.
  • Monetization and succession: how to “cash out” assets while remaining clinically engaged, with real-world stories from physicians who have navigated both practice and real estate exits.
  • Positioning yourself, and your organization, for performance, flexibility, and long-term success across shifting enterprise models.
  • Evaluating the trade-offs between autonomy, capital, and strategic control in each partnership path.
Moderator: To be announced
Speaker: To be announced
Track B
Health Systems Executives

Real Estate as a Capital Strategy

For health system executives, real estate is no longer just overhead, it is a strategic tool for innovation. Learn how alternative assets and non-clinical income can fuel system-wide goals, and how to transition from traditional facility management to a dynamic capital strategy that prioritizes high-margin services and funds urgent clinical and technology priorities.

What you’ll explore:

  • Unlocking trapped capital in owned real estate to fund clinical and technology investments without adding debt.
  • Identifying alternative assets and non-clinical income streams that strengthen system-wide financial performance.
  • Repositioning the real estate portfolio around high-acuity, high-margin services.
  • Moving from facility management to active capital strategy, and the governance and operating-model changes that requires.
Speaker: Mike Freiburg, SVP, Capital Markets, Montecito Medical
3:35 p.m. – 3:55 p.m. - Networking Break

GENERAL SESSION II

3:55 p.m. – 4:55 p.m
The Future of Care & Capability: Maximizing Asset Value in a Distributed Care Model

Healthcare is undergoing a fundamental shift in where care is delivered, who delivers it, and how organizations build sustainable models to meet rising demand. As populations age, rural access gaps widen, and consumer expectations continue to evolve, health systems and physician enterprises must rethink traditional care delivery, not as a constraint, but as a strategic opportunity. The migration of care toward the home and virtual settings is often viewed as a threat to physical real estate. In reality, it is a powerful tool for yield optimization. This closing session features leaders from health systems and physician group leaders who are redesigning their footprints to ensure every square foot of clinical space performs at its highest financial potential.

What you’ll explore

  • The High-Acuity Hub Strategy: why moving general care to the home makes MOBs and ASCs more valuable by concentrating the most profitable, complex procedures within your physical walls.
  • Repurposing for profit: a practical guide to identifying underutilized space and transitioning it into high-revenue service lines.
  • Operational excellence beyond the “disruption” narrative: how leading groups are managing workforce, technology, and patient flow across hybrid (home + facility) delivery.
  • Why a distributed care model strengthens, rather than weakens, the underlying real estate asset for investors and stakeholders.
Moderator: To be announced
Panelists: To be announced
4:55 p.m. – 5:05 p.m.
Closing Remarks

A closing reflection from Montecito Medical on the day’s takeaways and what comes next for the physician and health system leaders in the room.

Speaker: To be announced

EVENING

6:30 p.m.
Cocktails & Conversations

Gather for cocktails before dinner. A relaxed chance to continue the day’s most interesting conversations.

7:30 p.m. – 9:30 p.m.
Dinner & Entertainment

Close the Summit with dinner and entertainment. The evening that has long been a signature of this event.

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