Stratum Summit 2026

The Ritz-Carlton Dallas – Las Colinas

April 8-10, 2026

Discover the Stratum Summit, a premier national conference focused on the distinct challenges and opportunities facing independent, multi-specialty medical groups. This dynamic shared-learning event features insightful presenter content, engaging roundtable discussions, and unparalleled networking to build community and innovative solutions for the physician-owned clinics Stratum Med proudly serves.

Interested in attending? The Stratum Summit is an invitation-only event exclusively for executive leadership of independent medical clinics with a primary care base of at least 50+ physician ownership.

To find out how you can get involved and participate, please complete our contact form.

2026 Keynote Speaker

Mark Cuban headshot

Mark Cuban

Thursday Keynote Session: Healthcare is Broken: Cost, Transparency and Disruption

2026 Featured Speakers

Pre-Conference Meetings

The Stratum Annual Meeting and Board of Directors Meeting will focus on reviewing annual progress, addressing key decisions, and planning for upcoming initiatives. Board members will engage in discussions aimed at driving Stratum forward.

(This is a closed meeting.)

This meeting of the Finance Council will address key financial strategies, economic forecasts, and critical risk management protocols. CFOs will collaborate to drive financial excellence and ensure organizational stability.

This Operations Council Meeting will address key operational strategies, performance metrics, and process optimization initiatives. Operations leaders will collaborate to drive efficiently and ensure seamless execution.

Thursday at a Glance

Keynote Speaker: Mark Cuban

Session description coming soon!

Facilitators: Bill Prentice, CEO – ASCA; Jen Boyer, COO – Springfield Clinic; Lisa Freeman, COO – Hattiesburg Clinic 

Gain forward-looking insights and practical strategies to keep your ASC ahead in a fast-moving outpatient landscape. Discover high-impact best practices—from implant standardization and supply optimization to thorough improvements and workflow innovations—that elevate performance, efficiency, and profitability without compromising quality. Expert facilitators will address anesthesia shortages, shifting Medicare and commercial reimbursement, and rising price-transparency demands while highlighting growth opportunities tied to new Medicare-approved procedures and evolving site-of-service rules.

Attendees will engage in these discussions and explore new growth strategy, site-neutrality policy shifts, evaluate true cost per case exercises, and review quality and safety initiatives including ASC QC’s latest tools. Participants will leave with practical takeaways, insights into ASCA’s advocacy priorities, and a roadmap to a future-ready ASC.

Facilitators: Dennis Hesch, CFO – Carle Health; Kenny Bilger, CEO – Christie Clinic 

Explore the evolving dynamics between hospitals and independent medical groups, gaining insight into the opportunities and tensions that shape these relationships. Through candid peer examples, we’ll examine how mutually beneficial collaboration develops, including partnership frameworks, communication approaches, and discovery processes that clarify each organization’s goals and constraints. Facilitators will highlight the realities of balancing shared interests with organizational independence.

Attendees will engage in open discussion about where collaboration thrives and where competition must be defined, exploring joint-venture models, lessons from successful and challenging partnerships, and forward-looking considerations for strengthening these relationships. The session offers practical guidance and peer-tested insights.

Facilitator: Dr. Nancy Utley, MD – The Jackson Clinic

Delve into the rapidly evolving landscape of care delivery and explore how emerging technologies, expanded diagnostic capabilities, and redesigned service models are reshaping the patient journey across all service lines. Through peer examples, we’ll examine how organizations are improving access, accelerating evaluation and treatment, and delivering more coordinated, patient-centered care. Facilitators will highlight the impact of technology integration, expanded interdisciplinary collaboration, and shifting care modalities on workflows, staffing, and patient expectations.

Attendees will discuss innovative diagnostic tools, new service models, evolving treatment approaches, and streamlined pathways that enhance quality and experience. The session offers practical insights, lessons learned, and forward-looking ideas for advancing care delivery in meaningful, patient-focused ways.

Facilitators: Jim Hewitt, Founder & CEO – Jardogs AI; Former CIO – Springfield Clinic; Former CIO – Allscripts

Discover the expanding role of artificial intelligence in medical group operations and clinical workflows, and gain clarity on separating hype from meaningful, measurable impact. Using real deployment examples from a large multi-specialty organization, we’ll examine what it takes to build an AI-ready medical group—from transforming documentation and revenue cycle processes to supporting physicians throughout the clinical encounter. Facilitators will highlight the operational, cultural, and workflow shifts required to move AI into daily practice.

Attendees will discuss physician adoption, change management, and governance structures, exploring lessons learned, oversight frameworks, and communication strategies that enable responsible, real-world implementation.

Facilitators: Mike D’Eramo, CEO – Graves Gilbert Clinic; Jenni Talbott, COO & John Munson, CFO – McFarland Clinic

Explore how ambulatory groups are redefining the role of pharmacy to support growth, improve outcomes, and strengthen financial performance. Through peer examples, we’ll examine innovative approaches to pharmacy integration—from specialty therapies and chronic disease management to effective in-office dispensary strategies and the economics behind them. Facilitators will highlight how pharmacy capabilities enhance access, adherence, and the overall patient experience.

Attendees will discuss 340B partnership models, lessons from building or scaling specialty services, and the operational factors that drive long-term success. The session offers practical strategies, regulatory insights, and forward-looking ideas for unlocking pharmacy’s full potential in ambulatory care.

Facilitator: Jeff James, CEO – Wilmington Health/Co-Founder, Innovo

Delve into what it takes to transform clinical research from a small, fragmented effort into a coordinated, enterprise-wide program that delivers meaningful value. Through peer examples, we’ll examine how groups build effective governance, scalable operating models, and the cross-specialty alignment needed to overcome silos and secure consistent engagement. Facilitators will highlight the realities of prioritization, financial models, and incentives that support broad physician participation.

Attendees will discuss practical steps to improve efficiency, strengthen compliance, and meet evolving regulatory expectations, exploring lessons learned, decision-making frameworks, and strategies for demonstrating organizational value. The session offers candid insights and forward-looking guidance for elevating research to a true strategic priority.

Friday at a Glance

Facilitator: Ben Vallier, CEO – The Iowa Clinic

Explore what it takes for independent physician groups to evolve from loosely aligned practices into durable organizations positioned for long-term success. Through real-world examples, we’ll examine why autonomy-driven models are losing ground and how shifting from an “eat what you kill” mindset to a sustainability-focused approach strengthens performance, culture, and generational impact. Facilitators will unpack the strategic, operational, and governance imperatives required to drive enterprise-wide alignment, codify non-negotiable standards, and build a cohesive organizational identity that supports consistency and resilience.

Attendees will examine disciplined business structures that support clear operating models, defined decision rights, financial guardrails, and standardized processes. They will gain practical insights and forward-looking strategies to strengthen organizational rigor, protect independence, and drive long-term stability.

Facilitator(s):

Dr. Jason Mohr, DO, Pulmonogist, Co-Board Chair – The Iowa Clinic

Dr. Eric Barp, DPM, Foot and Ankle Surgeon, Co-Board Chair – The Iowa Clinic

Examine what it takes to define, model, and uphold the expectations and behaviors that drive business excellence within a physician group. Through peer examples, we’ll explore how organizations protect their brand, connect physician conduct to operational and financial performance, and reduce variability to prevent performance erosion. Facilitators will highlight the realities of creating alignment, clarifying non-negotiables, and building a culture where expectations are understood and consistently reinforced.

Attendees will discuss the structures that support accountability, including clear pathways, consistent consequences, and fairness. The session offers candid insights, lessons learned, and forward-looking strategies for strengthening cohesion and elevating group performance.

2026 Stratum Summit Sponsors

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Gain cost savings and benefit from shared knowledge by participating in the country’s leading medical group collaborative