MOMENTUM Speakers

improve outcomes. Founded in February 2010, Modernizing Medicine has grown to over 560 employees and has raised over $318M in funding. Known for its progressive growth as a medical technology company, Modernizing Medicine is frequently recognized both nationally and regionally for its achievements under Daniel’s leadership. In 2016 the company was named one of Fastest Growing Companies in North America on the Deloitte 2016 Technology Fast 500™ list. For three consecutive years starting in 2015, the company was named to the exclusive Inc. 5000 list, a prestigious compilation of the fastest growing private companies in the country. Forbes named the company as one of America’s Most Promising Companies in 2013 and 2015. The South Florida Business Journal honored Modernizing Medicine as the #1 Fastest Growing Company in the Fast 50 in 2012 and 2013, and the company earned the #2 spot in 2017. The company has been included on lists of great workplaces, such as Modern Healthcare’s Best Places to Work in Healthcare in 2015 and South Florida Business Journal’s #1 Best Place to Work in the same year. In 2014 Red Herring named Modernizing Medicine to its Top 100 North America list, and the Boca Raton Chamber of Commerce honored the company as the Business of the Year. In the same year the U.S. Chamber of Commerce named Modernizing Medicine the Small Business of the Year Regional Finalist, and honored Daniel and Chief Medical Officer and Co-founder Dr. Michael Sherling with the Leadership in Health Care Award. Additionally, the South Florida Business Journal selected Modernizing Medicine as the Business of the Year in 2012 and 2015.

responsible for the development and growth of Modernizing Medicine’s dermatology, gastroenterology, ophthalmology, orthopedics, plastic surgery, otolaryngology, urology and rheumatology verticals. He oversees product management in electronic health records, practice management, analytics, telemedicine and pathology. With Dan Cane, he has developed novel software solutions for MIPS, ICD-10 and PQRS automation. Additionally, he is developing new products in real world effectiveness research, including disease-based registries, and retrospective and prospective studies.
Under his leadership, Modernizing Medicine has established a user base of over 10,000 providers and raised over $318 million in capital.
Michael is a dynamic speaker and has had the honor of speaking at the 2015 Health 2.0 Conference’s “Tools to Fix the Clinical User Experience” and the 2016 Dermatology Entrepreneurship Conference.
Michael has been a practicing dermatologist since 2006. He is currently practicing in a comprehensive skin care dermatology group in Palm Beach County, Florida. Michael is board certified by the American Board of Dermatology. Prior to relocating to Florida, he was the Associate Director of Laser Medicine and Skin Health at Brigham and Women’s Hospital in Boston and served as the Associate Residency Program Director for Harvard Medical School’s Department of Dermatology. He has several publications in peer reviewed medical literature.
Michael obtained his BS in Biology at Brown University with honors in 1996, his MD from Yale School of Medicine with honors in 2002, and his MBA from Yale School of Management in 2002. He received his clinical training at Harvard Medical School, where he served as chief resident in dermatology.

sales experience to lead Modernizing Medicine's Client Services organization. Since joining Modernizing Medicine in 2011, Brad has focused on helping clients transform and optimize their medical practices and patient experiences through the adoption and support of the company’s specialty-specific suite of solutions. Under his leadership, the customer success team encompasses all areas of the customer journey including: On-boarding and Training, Technical Support, Education and Communication, Technology Services, Business Consulting, Client Engagement and Renewal teams. The team’s core focus stems from helping clients achieve their business goals through product, service and relationship development. Responsible for over 100,000 users across multiple medical specialties, his team maintains industry leading Client Satisfaction, Net Promoter Scores and Client Retention. Brad leads vast areas of employee, business and client integration to ensure a positive and timely transitional experience.

Brad drives Modernizing Medicine’s core belief of “client delight” by helping to ensure it resonates within the entire fabric of Modernizing Medicine’s operations and helps lead key company decisions. In December 2017, the Customer Success team was recognized as the Customer Success Team of the Year by the SIIA’s CODiE Awards.

Prior to joining Modernizing Medicine, Brad was Director of Enterprise Account Management for Campus Management Corp. (CMC), an award-winning leader in postsecondary education student information systems and CRM solutions. During his five year tenure, Brad was instrumental in leading CMC's key accounts strategy and relationship management, out performing new and recurring revenue, retention and customer referenceability goals. He also played a pivotal role in the corporate and customer integration of Talisma CRM post acquisition.

Prior to CMC, Brad spent seven years in Senior Account Management and Sales roles in South Florida and Chicago based tech consulting and search firms. Earlier in his career, he spent three years in Project Management and Training for Micros Systems, a global point-of-sale hospitality software. Brad graduated from College of Dupage located in Wheaton, Ill.

difference in healthcare tech.

Joe has over 20 years of experience in building and leading high growth B2B software businesses that operate in complex and regulated industries. He’s known for his ability to lead and inspire large organizations while driving innovation and growth at scale.

Prior to Modernizing Medicine, Joe spent over a decade at Thomson Reuters and was behind the vision, strategy, and leadership of the highest growth business in the company. As Managing Director of the Corporate Market, Joe led the industry leading ONESOURCE™ corporate tax technology business with nearly $600M in global revenues. Through Joe’s leadership, ONESOURCE partnered with major software vendors including NetSuite, Oracle, SAP, Microsoft amongst others and is implemented by experts at Deloitte, KPMG, PWC, E&Y as well many global system integrators and regional consultancies.

Earlier in his career, Joe founded Immediatech and the GoFileRoom™ cloud workflow solution and was recognized as an industry innovator multiple times in Accounting Technology’s “40 under 40.” Acquired by Thomson Reuters in 2005, GoFileRoom™ is utilized by the leading professional services firms in the industry and was the first true web based multi-tenant platform for managing workflow and document management for accounting firms. Joe has also served on the board of a digital healthcare company focused on quality metrics and workflow solutions for medical imaging providers and payers, which was acquired in 2017.

Joe is well known as an industry thought leader, is a frequent public speaker and a regular contributor on Forbes.com.

and clinical analytics development with Interpreta, a San Diego-based healthcare platform. An avid technologist, Dr. Sayed leverages numerous digital tools for the consultative and patient engagement processes in his southern California and south Florida practices. Dr. Sayed is active in leadership in ASPS and ASAPS, and serves as a consultant to several startups in the digital health and medical device space. He holds a Bachelor of Science in Electrical Engineering and Computer Sciences from Berkeley, his MD from UCSF, and an MBA from the Kellogg School of Management at Northwestern University. Dr. Sayed trained in surgery at the Massachusetts General Hospital and in plastic surgery at UCSF with notable leaders in the plastic surgery specialty.

team have developed a comprehensive and proven methodology, which helps thousands of healthcare professionals worldwide create alignment and accountability throughout their organization while also teaching them how to hardwire both safety and human kindness. A former Disney executive, Jake led training programs for 65,000+ employees and helped launched their corporate training center: The Disney Institute. He’s the author of the forthcoming book, “99 Lessons Learned from Disney To Improve the Patient Experience.

Quality Committee of Allina Health and is on their Board of Directors. In April 2013, he left community practice to become clinical chief of digestive diseases at Yale University School of Medicine and then the University of Michigan School of Medicine. He was President of the AGA from 2014-2015 and is currently Editor in Chief of GI and Hepatology News (the official news publication of the AGA).

Cleveland Clinic where he was trained by the same team that performed the first US face transplant, he practiced in Baton Rouge, Louisiana for six years.

business operations of both the for-profit IGH Corporation and The Endoscopy Center at St. Francis, an outpatient ambulatory surgical center which is a joint venture with Franciscan Health Alliance and the physicians of Indianapolis Gastroenterology and Hepatology. This multi-specialty group is the largest GI group in the state of Indiana.

Jim has over 35 years of experience in both major hospital systems as well as several major independent medical groups ranging in size from 15 to 330 doctors.

He also has significant experience in providing leadership in the areas of trauma and emergency medicine administration (Level I) as well as in specialty institutes (heart and lung, orthopedic, neurosurgical, eye institutes and cancer centers). He has worked with several hospital-based ambulance services as well as helicopter and fixed wing medical aviation programs and has a strong background in developing telemedicine networks between the Unites States Army and major medical systems.

Jim is 33 year military veteran and is a retired Lieutenant Colonel who is proud to have four (4) children associated with the military.

published numerous articles and spoken on topics related to physician business optimization and national healthcare trends.

Prior to joining Panorama, Mr. Worthan co-founded a consulting, practice management, and third party medical billing firm in 1998. He sold his interest in the firm back to his other partners prior to joining POSC. Mr. Worthan also served as a Regional General Manager for Medaphis Physician Services Corporation, responsible for operations over a multi-state area before incubating his physician services firm. While at Medaphis, Mr. Worthan was honored with inclusion into the Chairman’s Club, a recognition given to select high performers. He graduated from Rockhurst College with a Bachelor of Science in Business Administration, and went on to obtain his Master’s in Health Services Administration from the University of Missouri-Columbia.

Panorama Orthopedics & Spine Center is focused on delivering value based care with measurable quality, and taking a leadership role in the future of delivery of orthopedic services.

Alpha Honor Medical Society. He completed his orthopedic surgery residency at the University of California at Davis.

Dr. Friermood no longer performs orthopedic surgery but has 30 years of experience in diagnosing complex orthopedic problems. He also evaluates and treats acute orthopedic problems. If surgery is needed for your problem, Dr. Friermood will refer you to a surgeon who can best take care of your needs.

As president of Panorama Orthopedics & Spine Center, member of the American Academy of Orthopedic Surgeons Board of Councilors and a board member of the Colorado Orthopedic Society, Dr. Friermood is involved on a state and national level supporting patient advocacy.

Dr. Friermood is also a Board of Councilor Member for the AAOS and an Assistant Clinical Professor at the University of Colorado School of Medicine.

the development and enhancement of a host of EMA products. Tom has worked in healthcare administration for nearly 15 years, ranging from inpatient surgical departments to hospital-owned multispecialty practices, to independent specialty practices. Through this time, Tom has opened and combined several specialty practices. Navigating the often unique, political landscape of practice transitions requires attention to detail, constant communication, and an understanding of the interdependencies of practice functions.

from 1982-1985, and a Dermatology residency at Parkland Hospital in Dallas from 1985-1988.  Dr. Coldiron is board certified in Internal Medicine and Dermatology.  He went on to Chicago where he completed a Mohs Micrographic and Dermatologic Surgery fellowship at Northwestern University and the University of Illinois at Chicago.  Dr. Coldiron returned to Cincinnati after completing his fellowship and was Assistant Professor of Dermatology and Otolaryngology at the University of Cincinnati Medical Center from 1989-1992.  Dr. Coldiron is currently in private practice but maintains a Clinical Associate Professorship at the University of Cincinnati.  His current research interests are patient safety and the epidemiology of skin cancer.  He has published over 63 peer-reviewed articles and four book chapters.  He is past president of the American College of Mohs Surgery and is immediate past president of the American Academy of Dermatology.

specialty of ophthalmology. Ms. Kennedy conducts onsite chart audits, assists with Medicare reimbursement and compliance, and conducts training seminars. She serves as a guest speaker at national ophthalmology meetings, addressing documentation and compliance required to maintain Medicare compliance. Ms. Kennedy is a Certified Ophthalmic Medical Technologist (COMT), Certified Ophthalmic Executive (COE), Certified Professional Coder (CPC), Certified Professional Medical Auditor (CPMA) and Certified Ophthalmic Professional Coder (COPC).

entrepreneurial, technical, leadership and strategic skills. Prior to Modernizing Medicine, Dr. Assal held product management positions at various Silicon Valley companies including Oracle, Digital Persona, PGP and Symantec.

Amr has a PhD in linear systems and control from UC Santa Barbara and attended Stanford University for a Masters in Computer Science with a focus on Knowledge-based Systems.

cataract, glaucoma, corneal diseases, eyelid abnormalities and posterior segment pathology. Dr. Criss graduated Summa Cum Laude, Phi Beta Kappa from Yale University. He attended medical school at the University of Pennsylvania School of Medicine where he was elected to the Alpha Omega Alpha Honor Society and was the recipient of multiple merit scholarships. He performed his medical internship at Pennsylvania Hospital – University of Pennsylvania Medical System. Dr. Criss completed his residency in ophthalmology at Stanford University and was elected Chief Resident in his final year. Following four years in a thriving private practice including an adjunct appointment at New York Eye and Ear Infirmary, he joined Modernizing Medicine and practices at Florida Eye Microsurgical Institute in Boca Raton and Boynton Beach, Fla.

Dr. Criss has been an invited speaker at the American Academy of Ophthalmology and other meetings. He has authored several papers, book chapters and presentations on topics as varied as eye trauma, ocular tumors and resident surgical training. Dr. Criss is a member of the American Academy of Ophthalmology. In addition, he is an Affiliate Assistant Professor of Biomedical Sciences at the Florida Atlantic University Charles E. Schmidt College of Medicine.

for EMA™ for orthopedic surgery. Dr. Davis earned his undergraduate degree at Brigham Young University, his Master in Health Administration from Cornell University and his Doctor of Medicine from University of Arizona College of Medicine, where he also completed his residency. He completed his fellowship in Orthopaedic Foot and Ankle Surgery at Southwest Orthopaedic Surgery Specialists.

Harvard Cancer Center. He was also on staff at Beth Israel Deaconess Hospital and the Director of Robotic Surgery at Mt. Auburn Hospital.

Dr. Dhanani has a specific interest in medical innovation and device design, in addition to his clinical focus on urologic oncology, and continues to collaborate with the Harvard School of Engineering and Massachusetts Institute of Technology. In addition to being named to the Houston Business Journal’s 40 Under 40 list in 2013, Dr. Dhanani was awarded a Cancer Prevention & Research Institute of Texas (CPRIT) grant for prevention and early detection for bladder cancer research in collaboration with the Rice School of Engineering.

He received his Bachelor of Science Degree from Duke University in Biology and Public Policy Studies, graduating cum laude. He earned his degree in Medicine at the University of Florida, followed by an internship in General Surgery and residency in Urological Surgery at the University of Texas – Houston and MD Anderson Cancer Center. He completed further subspecialty fellowship training in Urologic Oncology at the National Cancer Institute on the campus of the National Institutes of Health. Dr. Dhanani also holds a Master of Public Health degree from Johns Hopkins University.

contributed to her current role. gMed RCM's goal is not only to manage our client's revenue but to improve collections through technology and process reengineering.

Modernizing Medicine’s success. Mihai has a PhD in Computer Science from Florida Atlantic University and was Modernizing Medicine’s first employee. He is a recipient of the Sun Sentinel's 2015 Top Workplace Professionals and the South Florida Business Journal’s 2014 40 Under 40 award.

Ocular Trauma and a member of the Residency Selection Committee. He is a member of American Academy of Ophthalmology, Florida Society of Ophthalmology and American Society of Retina Specialists. He has been an active participant in a number of clinical studies and has published articles in distinguished medical journals. Dr. Gallogly is currently involved in multiple national research projects involving macular degeneration and diabetic retinopathy. In addition to his clinical responsibilities he serves as the Team Lead, Posterior Segment in Ophthalmology at Modernizing Medicine.

cum laude and with distinction in all subjects from Cornell University and Doctor of Medicine with distinction in research from the Tufts School of Medicine, where he was also elected to the Alpha Omega Alpha Honor Medical Society. This was followed by a medical internship at Mt. Sinai – Cabrini Medical Center in New York City. He then completed his residency and cornea fellowship at the Bascom Palmer Eye Institute in Miami, Fla. Dr. Goldman served on the Young Physicians and Residents committee for ASCRS, as well as councilor for the ASCRS to the American Academy of Ophthalmology, and was president of the Palm Beach County Ophthalmology Society for two years. During his tenure on faculty at the #1 eye hospital in the country, Dr. Goldman quickly became the second highest volume surgeon out of over forty faculty members. He has been awarded Top 150 Surgeons in the US by Premier Surgeon, Best Doctor, Top 40 Under 40 Most Influential Ophthalmologists in the World by The Ophthalmologist, one of the top twenty physicians in Palm Beach County by the Palm Beach County Medical Society and one of the top 300 premier surgeon innovators in refractive cataract surgery by Ocular Surgery News. He has lectured nationally and internationally on cataract and refractive topics. Dr. Goldman’s clinical practice encompasses medical, refractive and non-refractive surgical diseases of the cornea, anterior segment and lens. His research interests include advances in cataract and refractive technology, dry eye management and Internet applications of ophthalmology.

launched the e-com startup ComfortUp.com and scaled it to profitability. As an executive at CBSSports.com, Patrick lead the growth of several large businesses: CBS Sports Mobile, CBS Fantasy Sports, and the Emmy Award winning NCAA March Madness on Demand.

Patrick started his career at Ziff-Davis, rose quickly through the ranks at a couple Silicon Valley dot-com startups during the boom days before pivoting into enterprise software at Documentum after the dot-com bust. Patrick later directed the first Intel Developer Forum in Brazil while living in São Paulo and working for the semiconductor giant.

Patrick holds a double MBA from the University of Texas at Austin and Brazilian business school Fundação Getúlio Vargas, a MA from the University of Louisville, and a BA from Centre College of Kentucky.

the University of Florida, graduating as co-valedictorian in 2000. He then returned to his hometown of Miami to enter residency at University of Miami – Jackson Memorial Hospital.

Dr. Lehman has been a partner at Palm Beach Ear, Nose, and Throat Association since 2005, practicing as a general otolaryngologist – head and neck surgeon. His main practice interests lie in the field of head and neck surgery, specializing in surgery of the thyroid and parathyroid glands, and advanced skin cancers of the head and neck, including melanoma. He also has an interest in advanced endoscopic sinus surgery techniques, and is one of a small number of surgeons in Florida regularly performing endoscopic orbital decompression surgery for Graves’ eye disease. Dr. Lehman has served as the Chief of Surgery at Good Samaritan Medical Center in West Palm Beach, from 2008 – 2010, and remains very active in hospital practice.

time to advancing digestive health care as a member of the National Digestive Diseases Advisory Board and the Board of the National Digestive Disease Information Clearing House and as the immediate past President of the Maryland Patient Care and Access Coalition. He also maintains an academic appointment as an Associate Clinical Professor of Medicine at the George Washington University School of Medicine and Health Sciences.

In 2006 as the healthcare provider environment was growing more complex, Dr. Levy joined forces with colleagues across the Washington Metropolitan area to lead discussions on how to address the challenges in their industry. In 2009 Capital Digestive Care was formed through the merger of seven diverse private practices and Dr. Levy was elected President and CEO where he served until 2017.

Dr. Levy obtained his BA in 1968 and MD in 1971 both with distinction and both from The George Washington University, in Washington, DC.

College of Wisconsin, graduating with Honors in Research. His thesis focused on Confocal Imaging of the Skin. He also compete his residency in dermatology at the Medical College of Wisconsin.

Dr. Miller was one of the first EMA users and functioned as a beta tester for EMA Dermatology, starting in early 2010. He began consulting for Modernizing Medicine in July of 2011 and became the Medical Director of Dermatology in March 2012.

Dr. Miller practices dermatology in Flagstaff and Sedona, Arizona. Dr. Miller's medical interests include medical and surgical treatment of skin cancer and acne therapy. He lives in Flagstaff with his wife and three children.

diagnosis and treatment of osteoporosis. Dr. Oberstein received her Bachelor of Arts degree, cum laude, from Harvard University. Dr. Oberstein graduated with research distinction from the University of Miami School of Medicine with a dual Medical Degree and Master of Public Health. She completed an internship and residency in Internal Medicine at Jackson Memorial Hospital. She served as Chief Medical Resident for the Department of Medicine. Subsequently, she completed a fellowship in the Division of Rheumatology and Immunology. During her time at the University of Miami, Dr. Oberstein was inducted into the Iron Arrow society, the highest honor attainable at the University.

Dr. Oberstein now serves as a voluntary faculty member with the Division of Rheumatology and Immunology at the University of Miami, Miller School of Medicine.

Dr. Oberstein serves as a mentor to first and second year medical students. She is a member of the American Medical Association, American College of Physicians, Florida Society of Rheumatology, and the American College of Rheumatology (ACR). She has presented original scholarly work at the Annual Session of the ACR. She is also a member of the Alpha Omega Alpha Medical Honor Society.

in October 2016.

Karen came to Modernizing Medicine with extensive experience in healthcare and business operations, including over 10 years directing the administration of a broad portfolio of healthcare programs and projects including academic and health services research, clinical trials, case study and clinical guideline development, clinical registries and outcomes measurement, regulatory reporting and compliance, accreditation and standards setting, and performance and process improvement programs for the American College of Surgeons (ACS), a large scientific and education-focused medical association. Karen created the initial business and marketing plans for the ACS National Surgical Quality Improvement Program (NSQIP), a clinical registry based quality improvement program. The initiative grew from a grant-funded project into an internationally successful and highly regarded surgical quality improvement program with more than 600 hospitals participating around the world. Karen also successfully led the development of a unified accreditation program between the ACS and the American Society of Metabolic and Bariatric Surgeons, which now collectively accredits and supports more than 700 participating bariatric surgical centers.

Karen relocated from Chicago to south Florida in 2014. Upon relocation, Ms. Richards utilized her strong background in operations, strategic planning, and process improvement as the Chief Operating Officer for a local non-profit entity for the two years prior to her joining Modernizing Medicine. Karen enjoys gardening, home improvement, biking, travel, riding around town in her golf cart, and spending time with her family.

his expertise implementing and using the EMA™ EHR system at the Retina Group of Washington (RGW). Michael speaks with physician users, listens to their needs and communicates them to the development, customer success and other teams at Modernizing Medicine.

Michael was a practicing ophthalmologist, partner and board member at RGW in Washington, DC, from 1991 until 2017. In addition, he was a Surgical Retina and Vitreous Fellow at the University of Iowa Hospitals and Clinics from 1989 to 1991.

No stranger to the intersection of technology and medicine, while he was a resident Michael wrote a computer database to help automate his clinic and manage patient information electronically. He is passionate about helping doctors be better doctors by diminishing the time and effort needed to run the business, and rather spend more time with patients.

The Georgetown Ophthalmology Department has honored Michael twice as Teacher of the Year. In addition, RGW recognized him for his exceptional efforts with the transition to their EHR system.

Michael obtained his undergraduate degree in Chemistry from Princeton University and was elected to join Sigma Xi, the national Scientific Research Honor Society, and earned his MD from Weill Cornell Medical College. He completed his residency in ophthalmology at The New York Hospital Department of Ophthalmology.