John Carroll University
Assistant Professor of Management
Samson Academy Course: Executive Communication Skills
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Cleveland Clinic
Director of Project Management, Quality and Patient Safety Institute
Samson Academy Course: Patient Outcomes and Quality of Care
As Director of Project Management for Cleveland Clinic’s Quality and Patient Safety Institute, Mr. Bergomi’s primary responsibilities are to lead quality improvement strategy; develop and drive infrastructure to support quality and patient safety priorities; coordinate quality business review processes; and direct the Quality Improvement team.
Mr. Bergomi is a certified Master Black Belt in LeanSigma and a certified Black Belt in Six Sigma. Prior to joining Cleveland Clinic in 2005, he drove Lean and Six Sigma implementations at GE Lighting and Maytag in manufacturing and transactional process environments.
In the organizational development arena, Mr. Bergomi has worked with leadership teams to establish strategy and business review processes for employees at all levels, from managers to frontline staff. His experience includes Lean Managing Daily Improvement and SQCDS, GE Workout and design of Management Review methodologies.
Mr. Bergomi’s quality management experience includes leading activities such as process control, quality assurance, and internal and external audits for several manufacturing sites. He has implemented and maintained formal quality systems including ISO-9001 and QS-9000/TS-16949.
Mr. Bergomi also has led new product development teams in the United States and in China.
In 1991, Mr. Bergomi earned a BS in metallurgical engineering from the University of Cincinnati. He speaks frequently on quality improvement.
University of Massachusetts
Associate Dean, Professional Programs
Professor of Marketing
Samson Academy Course: Marketing for Executives
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Case Western Reserve University
Professor, Organizational Behavior
Samson Academy Course: Emotional Intelligence for Executives
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Cleveland Clinic
President, Cleveland Clinic Regional Hospitals
Samson Academy Course: System Integration: Regional Perspective
Dr. David Bronson is President of the Cleveland Clinic Regional Hospitals and serves as a member of the executive management team. He also practices internal medicine.
After joining Cleveland Clinic in 1992, Dr. Bronson served as Chairman of the General Internal Medicine. He also chaired Cleveland Clinic’s Medical Regional Practice from 1995 to 2007. Before 1992, he was an Associate Professor of Medicine and Associate Chairman of Medicine at the University of Vermont.
Dr. Bronson received his undergraduate degree from the University of Maine and his medical degree from the University of Vermont. He completed residencies in internal medicine at the University of Wisconsin and the University of Vermont, where he served as Chief Resident.
He is Chairman of the Board of Governors of the American College of Physicians and serves as Treasurer of the Board of Directors of the American Medical Association. He has published and presented papers in the areas of preoperative assessment, quality improvement, smoking cessation, predictive instruments, practice management and patient satisfaction.
Cleveland Clinic
Executive Director of Staff Affairs
Samson Academy Course: Health Care Industry: Cleveland Clinic History and Mission
In his more than 35 years at Cleveland Clinic, Rob Coulton has held a number of managerial positions throughout the organization. Currently, he is the Executive Director of Staff Affairs in the Office of Professional Staff Affairs, overseeing the recruitment, retention, compensation, benefits and policies of Cleveland Clinic's professional staff.
Prior to joining Cleveland Clinic, he served as an assistant administrator in a nursing home in Euclid, Ohio. In 1973, Mr. Coulton joined Cleveland Clinic as an Administrative Services Coordinator. In 1987, after having held managerial positions in the hospital and serving six years as Administrator for the Department of Neurology, he was appointed as Executive Director of Professional Staff Affairs.
Mr. Coulton completed his undergraduate degree at Rio Grande College, Texas, and holds an MBA from Baldwin Wallace University, Berea, Ohio.
Cleveland Clinic
Chairman of Regional Operations
Samson Academy Course: Negotiating Effectively
In addition to her role as Chairman of Regional Operations, Dr. Cindy Deyling serves on the Cleveland Clinic Board of Governors and the Medical Executive Committee; as Executive Director of Cleveland Clinic Allied Health Education; as Medical Director of Cleveland Clinic's Independence Family Health Center; as a member of the Marymount Hospital Board of Trustees; and as Vice Chair of Cleveland Clinic health system’s Eastern and Western Board of Trustees.
As Chairman of Regional Operations, Dr. Deyling is responsible for the acquisition of clinical practices to expand in new markets; strategizing and integrating Cleveland Clinic health system services throughout the enterprise; developing and overseeing construction of all new family health centers; strategizing and implementing new or expanding clinical services in the family health centers; integrating community physicians into the Cleveland Clinic model (open practice model); fund development in the family health centers; providing community benefit into the communities served; overseeing accreditation and regulatory agency compliance in family health centers; and ensuring financial stability of all locations. She also is responsible for recruiting physicians to the family health centers.
Dr. Deyling is an assistant clinical professor at Ohio State University College of Medicine and a preceptor for Cleveland Clinic Lerner College of Medicine for first- and second-year students. She is board-certified in internal medicine.
A fellow of the American College of Physicians, Dr. Deyling received her medical degree from the Ohio State University College of Medicine, completed her internal medicine residency training at Cleveland Clinic and earned a master's of healthcare management from Harvard University, School of Public Health.
Named one of Cleveland's best physicians since 1997 by Cleveland Magazine and one of America's "Best Doctors" since 2002, Dr. Deyling has been honored on numerous occasions for her work with patients and fellow physicians and in the community. She was Vice Chair of the United Way Physician Campaign in 2007 and is the Chair of the Cleveland Clinic health system’s United Way Physician Campaign in 2008.
Cleveland Clinic
Executive Director of Fiscal Services
Samson Academy Course: Executive Financial Management
Christopher Donovan is Executive Director of Fiscal Services at Cleveland Clinic and has more than 19 years of healthcare financial management experience. During his tenure at Cleveland Clinic, Mr. Donovan has worked with multiple aspects of the operation including the Cleveland Clinic physician practice and all Cleveland Clinic hospitals.
Mr. Donovan’s responsibilities have included service line analysis, utilization and length of stay initiatives, financial planning and budgeting, decision support and enterprise business intelligence, revenue cycle initiatives, chargemaster strategy and pricing, and operational and financial performance management at the organizational and business unit levels.
Mr. Donovan earned a BS in Business Administration from Miami University, Ohio, and an MBA from Cleveland State University, Ohio.
Cleveland Clinic
Vice Chair of Education and Director of Pulmonary Pathology, Pathology and Laboratory Medicine Institute
Samson Academy Course: Emotional Intelligence for Executives
A lung pathologist, Dr. Carol Farver joined Cleveland Clinic’s Department of Anatomic Pathology in 1995. At Cleveland Clinic, she currently serves as the Director of Pulmonary Pathology, as Head of Surgical Pathology in the Department of Anatomic Pathology and as Vice Chair for Education in the Pathology and Laboratory Medicine Institute.
In 2003, Dr. Farver received her M.S. in Organizational Development from the Weatherhead School of Management at Case Western Reserve University, Cleveland. Since that time, she has been involved in efforts to bring those ideas to medical education. She developed a curriculum to teach teamwork and collaboration skills to medical residents and was awarded a medical fellowship to develop a leadership, collaboration and teamwork curriculum for Cleveland Clinic medical students and residents. She developed and is Course Co-Director of the annual Cleveland Clinic Chief Residents Leadership Workshop entitledLeadership, Collaboration, and Change in Health Care: A Workshop for Essential Skills.
Dr. Farver’s current area of research is predominantly in the area of lung transplantation and lung cancer, and she has authored more than 80 scientific publications and 20 chapters, primarily in these areas. She is co-editor of two major textbooks in the field of pulmonary pathology: Dail and Hammar’s Pulmonary Pathology, and Pulmonary Pathology in a series entitled Foundations in Diagnostic Pathology.
Board-certified in anatomic pathology, Dr. Farver earned her medical degree from Yale University School of Medicine, Connecticut. She served as chief resident at Brigham and Woman’s Hospital, Boston, and completed her fellowship training in pulmonary pathology at the Harvard School of Public Health. Afterward, she joined the Department of Pathology faculty at Harvard Medical School.
Dr. Farver is a fellow of the College of American Pathologists. She is past president of the Cleveland Society of Pathologists and a current member of the American Society for Investigative Pathology, United States and Canadian Academy of Pathology, American Thoracic Society, American Society of Clinical Pathologists, Ohio Society of Pathologists and New England Society of Pathologists.
Dr. Farver is a frequent visiting lecturer on topics of pulmonary pathology, leadership and education. She received the 1st Annual Distinguished Achievement Award in Graduate Medical Education from the National Association of Pathology Chairs, the Scholarship in Teaching Award from Case Western Reserve University School of Medicine and Cleveland Clinic’s Leadership Development Award. She has been included in the “Best Doctors in America” list since 2009.
Cleveland Clinic
Senior General Manager, Cleveland Clinic Innovations
Dr. Patrick Fortune serves as Senior General Manager, Cleveland Clinic Innovations. Prior to joining Cleveland Clinic, he was a Partner at Boston Millennia Partners, where he invested in early-stage companies in pharmaceuticals and medical devices. He has been responsible for nurturing start-up activities, from idea to prototype to standalone business. He has also been involved in some 30 merger and acquisition transactions, from sourcing the company to closing the deal and successfully integrating the result.
Dr. Fortune has more than 30 years of experience in the healthcare, life sciences and information technology sectors. He was previously President and Chief Operating Officer of New Era of Networks; Vice President at Monsanto; Vice President at Bristol Myers Squibb; Group President at Baxter International; and Vice President of R&D at Baxter International.
Currently a member of the board of directors of Parexel International Corp, a global Contract Research Organization, as well as several private life sciences companies, Dr. Fortune has served on the engineering and scientific advisory boards of the University of Wisconsin, the University of Illinois, Cleveland Clinic and the University of Chicago.
Dr. Fortune holds a BA from the University of Wisconsin, an MBA from Northwestern University and a PhD in physical chemistry from the University of Wisconsin.
Cleveland Clinic
Medicine Institute
Samson Academy Course: Patient Outcomes and Quality of Care
Board-certified in internal medicine, Dr. Aaron Hamilton joined Cleveland Clinic in 2010 as an Associate Staff in hospital medicine. His clinical interests include effective communication, medication safety, medication reconciliation, hospital quality, transitions of care (including preventable readmissions), and hospital operations and throughput.
He also serves as Associate Staff/ Clinical Assistant Professor of Medicine at the Cleveland Clinic Lerner College of Medicine.
At a national level, Dr. Hamilton has been active in the quality and safety area with the Society of Hospital Medicine. He has served locally as the physician champion and lead on a number of projects with the Cleveland Clinic Quality and Patient Safety Institute and Medical Operations department. He also serves as a fellow, conducting quality and cost-effectiveness research, in the Cleveland Clinic Medicine Institute’s Center for Research and Innovation.
In recognition of his achievements, Dr. Hamilton was given the 2012 Cleveland Clinic Patient Safety Champion Award and the Cleveland Clinic Medicine Institute Outstanding Innovator Award.
Dr. Hamilton is a member of the Society of General Internal Medicine, American College of Physicians and Society of Hospital Medicine, and he is a peer reviewer for the Journal of Hospital Medicine and the Journal of Patient Safety.
Dr. Hamilton received his undergraduate degree in biochemistry from Kenyon College, Gambier, Ohio, and his medical degree from the University of Chicago Pritzker School of Medicine. He completed a residency in internal medicine at the Hospital of the University of Pennsylvania, Philadelphia. He earned his MBA, with a focus in operations management and entrepreneurship, from the University of Chicago Booth School of Business.
Cleveland Clinic
Executive Chief Nursing Officer
Samson Academy Courses: Managing Conflict Constructively; Patient Outcomes and Quality of Care
Katherine Hancock was named Executive Chief Nursing Officer of Cleveland Clinic health system in August 2012. As such, she is responsible for directing the daily clinical, academic and operational activities of the nursing staff, as well as the focus of nursing throughout the various institutes on the main campus. She administers and directs nursing operations, as well as the financial, regulatory and business activities of nursing.
She also serves as Chief Nursing Officer of Cleveland Clinic main campus.
Ms. Hancock’s 20 years of nursing experience began at Cleveland Clinic. She upholds a strong administrative and clinical atmosphere that promotes staff education, staff development and cohesion among all disciplines, professional nursing care and world-class patient care.
Ms. Hancock obtained her MSN from Ursuline College, Ohio. She is a board-certified Nurse Executive through the American Nurse Credentialing Center, and a member of the American Organization of Nurse Executives, American Association of Critical Care Nurses, American Association of Heart Failure Nurses and Honor Society of Nursing - Sigma Theta Tau International. She is a recipient of the Bruce Hubbard Stewart Fellow Award and two-time recipient of the Abbie Porter Leadership Award, which highlights Nursing Leadership.
In 2012, Ms. Hancock was honored with an endowment in her name by Samuel and Maria Miller at the annual Cleveland Clinic Nursing Excellence Awards program.
Cleveland Clinic
Administrator, Division of Finance
Samson Academy Course: Executive Financial Management
Anthony Helton began his career at Cleveland Clinic as the Administrator of the Department of Pain Management and has spent the last five years as the Administrator of the Division of Finance, responsible for the Finance Division’s budgets, financials and staffing. He is a member of the Executive Finance team and currently is the lead on all health system financing activities.
Mr. Helton has 22 years of financial and operational experience. He has worked locally as the controller and chief financial officer of various privately-held businesses in the manufacturing and service industries.
Mr. Helton earned his BSBA and MBA from John Carroll University, Cleveland.
Cleveland Clinic
Administrative Director, Continuous Improvement
Samson Academy Course: Problem-Solving Techniques & Strategies
As Administrative Director of Continuous Improvement, Nate Hurle is responsible for helping to ensure that more than 125 annual projects are executed across the Cleveland Clinic health system in a manner that leads to superior results for the patients and employees we serve. Through collaboration with both clinical and non-clinical team members and by using the underlying principles of project management, Lean and Six Sigma, the project teams deliver upon the model of Continuous Improvement.
In 2009, Mr. Hurle received Cleveland Clinic’s Orthopaedic & Rheumatologic Institute Outstanding Contributor Award.
Mr. Hurle has more than 15 years of process improvement experience. He began his career at Eastman Kodak and led improvement efforts across the organization including film sensitizing, film finishing and photochemicals, and at customer sites including diagnostic imaging departments. His work took him around the world including an assignment at a plant in Xiamen, China. During his time with Kodak, he learned Lean concepts and tools from Shingijitsu Consulting Group, a group of former Toyota executives who are masters in Lean thinking.
Mr. Hurle earned his BS in industrial engineering from the Rochester Institute of Technology, New York.
Cleveland Clinic
Chief Medical Information Officer
Samson Academy Course: Using and Managing Information Technologies
As Chief Medical Information Officer for the Cleveland Clinic health system, Dr. David Levin focuses on information systems, knowledge management and clinical transformation. He has more than 20 years of experience in diverse areas including quality improvement, patient safety, hospital and group practice operations, credentialing and population management. He also brings to bear more than 25 years of experience in information technology and has worked with a wide variety of clients in the development of clinical and educational IT applications.
From 2008 to 2011, Dr. Levin served as the Vice President for Medical Informatics for Sentara Healthcare, a non-profit integrated delivery system based in Virginia. During that time, Sentara implemented a regional health information organization based on the EPIC EMR, achieved HIMSS Analytics Level 7 certification and won the HIMSS Davies Award (2010).
Dr. Levin holds degrees in biology and medicine from Brown University. He completed his residency in family and community medicine at Brown in 1991 and a fellowship in academic family and community medicine at Eastern Virginia Medical School in 1994. He is also a former Vice Chairman for Clinical Affairs in the Department of Family and Community Medicine at Eastern Virginia Medical School.
Dr. Levin serves on multiple boards of directors including the Comprehensive Health Investment Project of Virginia and Chesapeake Bay Academy.
Cleveland Clinic
Executive Director, Continuous Improvement
Samson Academy Course: Leading Change and Organizational Culture
As the Executive Director of Continuous Improvement for Cleveland Clinic health system, Darryl Greene is responsible for helping the organization to achieve excellence in patient service and to manage performance towards goals. He and his team partner with clinicians and non-clinical employees to identify and address opportunities to improve the delivery of care for both administrative and clinical processes. As well, he works collaboratively with physician leadership to implement and consistently use an integrated business model to help manage the business side of healthcare.
Mr. Greene has more than 23 years of experience in process improvement and performance management. He began his career at General Electric, where he held various leadership positions in manufacturing and engineering. During his time at GE Lighting, he helped structure its Six Sigma process improvement program and was appointed a Six Sigma Master Black Belt. At Hoover and Maytag, he expanded his training to include Lean.
Mr. Greene also has provided process and performance management leadership in financial services. He was Vice President of Continuous Improvement at KeyBank, and Senior Vice President of National Performance Consulting at JP Morgan Chase. During his four years at JP Morgan, he managed a team of 50 professionals and helped establish a national performance management system in operations.
Mr. Greene holds a BS in Chemical Engineering from New Mexico State University, and an MS in Materials Science Engineering from Case Western Reserve University in Cleveland.
Baldwin Wallace University
Faculty
Samson Academy Course: Global Human Resources Management
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Cleveland Clinic
Medical Director, Payment Reform, Risk & Contracting
Staff Physician, Head & Neck Institute
Samson Academy Course: Global Human Resources Management
As the Medical Director of Payment Reform, Risk & Contracting, Dr. Robert Lorenz oversees Cleveland Clinic health system efforts to reduce utilization and cost per case while maintaining clinical quality. He also oversees efforts to respond to regulatory oversight into government payment and coding changes.
Prior to his current position, Dr. Lorenz served as the Chief Medical Officer for Cleveland Clinic Abu Dhabi, a 364-bed tertiary care hospital and outpatient clinic scheduled to open in 2013.
Dr. Lorenz also served as the Head of Head and Neck Surgery in Cleveland Clinic’s Head and Neck Institute, where he maintained one of the highest patient satisfaction scores. He is board-certified in the United States in otolaryngology, and head and neck surgery and is an innovator in vocal cord paralysis, laryngeal and tracheal stenosis, as well as in laryngeal and tracheal transplantation.
Dr. Lorenz earned his Bachelor of Science degree from Yale University, Conn., and his medical degree with honors from the University of Rochester School of Medicine, N.Y., where he was inducted into the Alpha Omega Alpha Honor Medical Society. He completed his training in otolaryngology, and head and neck surgery at Cleveland Clinic, and he performed a fellowship in head and neck tumor and skull-base surgery at Vanderbilt University, Nashville. He earned his MBA with distinction from the London Business School.
Dr. Lorenz has co-authored more than 50 scientific articles and 10 book chapters, and he has delivered more than 100 invited national and international lectures and papers. A dedicated educator, he teaches head and neck surgery to residents and fellows, and he serves on the editorial board or as a reviewer for 10 scientific journals in his field. He also serves on the Board of Directors for Touch Briefings, a scientific publisher based in London. Dr. Lorenz is a member of five professional organizations including the American College of Surgeons, where he has served as the Otolaryngology Program Committee liaison since 2008. He also serves as consultant to the Vasculitis Foundation.
Cleveland Clinic
Chief Marketing & Communications Officer
Samson Academy Course: Marketing for Executives
Paul Matsen joined Cleveland Clinic in 2006. He is responsible for all marketing and communications programs at Cleveland Clinic including global development of the brand; marketing of key clinical lines of service, regional and international locations and digital marketing. Mr. Matsen also leads Cleveland Clinic’s Employee Communications and Public Relations departments.
Prior to joining Cleveland Clinic, Mr. Matsen was most recently the Executive Vice President and Chief Marketing Officer of Delta Air Lines. At Delta, his accomplishments included the launch of the airline’s first website, the launch of the SkyMiles frequent flyer program and the joint Delta/American Express credit card. He played a pivotal role in creating one of the leading airline alliances, SkyTeam, which included partners such as Air France, Continental and KLM Royal Dutch Airlines.
He is active in the Cleveland community, serving on the boards of the United Way, Positively Cleveland and Hathaway Brown School. Mr. Matsen also serves on the Governing Council of the Regional Marketing Alliance of Northeast Ohio.
Mr. Matsen began his career in New York, working at a number of leading advertising agencies including Grey and Young & Rubicam. He is a graduate of Rutgers University, N.J.
Chief Experience Officer
Vice-Chairman, Digestive Disease Institute
Samson Academy Course: Patient Experience
As Chief Experience Officer for Cleveland Clinic since July 2009, Dr. Jim Merlino has been working on several initiatives to ensure that all aspects of the patient experience meet the highest standards. He jointly leads the Office of Patient Experience with Executive Chief Nursing Officer and Nursing Institute Chair Sarah Sinclair, RN, MBA, FACHE. This collaborative physician/nurse management partnership mirrors the leadership structure within each of Cleveland Clinic’s institutes, in which a physician experience officer and nursing experience officer direct improvement initiatives within their institute.
Additionally, Dr. Merlino is leading efforts to positively impact employee experience to ensure that employees are engaged and satisfied, because positive employee engagement positively influences patient experience.
Dr. Merlino also is the Vice Chairman of the Digestive Disease Institute and a staff colorectal surgeon, specializing in the treatment of colorectal cancer, inflammatory bowel disease and minimally invasive surgery. He is certified by the American Board of Colon and Rectal Surgery and the American Board of General Surgery and is a fellow of the American Society of Colon and Rectal Surgeons and the American College of Surgeons.
Dr. Merlino received his medical degree from Case Western Reserve University School of Medicine, Cleveland. He completed his fellowship training at Cleveland Clinic and received the Clinical Fellow of the Year award in 2005. He completed his residency training at University Hospitals of Cleveland and his undergraduate studies in business administration at Baldwin Wallace University, Cleveland.
The author and co-author of numerous articles in medical and peer-reviewed scientific journals, Dr. Merlino’s research focuses on postoperative ileus, screening for colon and rectal cancer, and the treatment of intra-abdominal infections.
Baldwin Wallace University
Faculty
Samson Academy Course: Using and Managing Information Technologies
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Baldwin Wallace University
Director, MBA Entrepreneurship Program
Associate Professor, Business Administration
Samson Academy Course: Strategic Vision and Decision Making
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Cleveland Clinic
Chief of Operations
Samson Academy Course: Cleveland Clinic Operations: US & Abu Dhabi
Bill Peacock joined Cleveland Clinic in 2005 as Executive Director of Facilities Construction and Real Estate. In 2008, he became Executive Director of Operational Support Services and in 2009, Chief of Operations.
During his tenure at Cleveland Clinic, Mr. Peacock developed strategies and tactics for integrating 2,200 employees across Cleveland Clinic’s domestic and international operations. He created more than $1.6 million in savings by developing a single storefront for facilities services. He delivered 3.3 million square feet of new healthcare projects at Cleveland Clinic’s main campus, including a state-of-the-art Heart & Vascular Institute, on time and on budget. He led the planning and design coordination efforts for Cleveland Clinic Abu Dhabi, and he developed the team and processes to manage more than $1.2 billion in capital project execution and $265 million in annual operating funds for Cleveland Clinic’s Operational Support Services.
Prior to joining Cleveland Clinic, Mr. Peacock served as Commanding Officer at the US Navy Public Works Center in Yokosuka, Japan; Deputy Division Director, Seabee Readiness Division, Chief of Naval Operations Staff in Washington DC; Chief of Staff, 20th Naval Construction Regiment in Gulfport, Miss.; and Commanding Officer, Naval Mobile Construction Battalion SEVENTY FOUR in Gulfport, Miss.
Mr. Peacock has an MS in electrical engineering from Purdue University, West Lafayette, Indiana, and a BS in electrical engineering from the US Naval Academy, Annapolis, Md. He also completed the Advanced Executive Program at the Northwestern University’s Kellogg School of Management, Evanston, Ill.
Mr. Peacock is a member of the American Society of Healthcare Executives and the American Society of Healthcare Engineers, and is a board member of the Presidents’ Council, Cleveland. He earned a Legion of Merit award and Meritorious Service Medal from the US Department of Defense.
Cleveland Clinic
Senior Business Management Practices Specialist, Continuous Improvement
Samson Academy Course: Problem-Solving Techniques & Strategies
As a Senior Business Management Practices (BMP) Specialist with Cleveland Clinic, Tim Pettry focuses on developing and implementing the continuous improvement systems and tools that will take Cleveland Clinic to the next level in its CI journey. Mr. Pettry spent two and a half years as the embedded CI expert in the Cleveland Clinic Neurological Institute and a year with the central CI team supporting CI efforts throughout the entire Cleveland Clinic.
Prior to joining the Cleveland Clinic team in 2008, Mr. Pettry had 18 years of experience at the Ford Motor Company, where he was instrumental in developing and implementing the Cleveland Production System (forerunner to the modern Ford Production System), at Cleveland Engine Plant 2, a 1996 Shingo Prize recipient.
Mr. Pettry is a Lead Examiner for the Shingo Prize for Operational Excellence and has been an examiner since 1996. He is a current member and past Chairman of the AME / ASQ / SME / Shingo Prize Lean Certification Oversight and Appeals Committee. He also is a member of the Healthcare Value Network’s Assessment team that is responsible for adapting the Shingo Prize Model to healthcare organizations.
Lean Bronze certified, Mr. Pettry earned his BS in business administration from Bowling Green State University and his MBA from Cleveland State University.
Cleveland Clinic
Quality and Patient Safety Officer
Samson Academy Course: Patient Outcomes and Quality of Care
Dr. Shannon Phillips serves as the Quality Officer and as Cleveland Clinic’s first Patient Safety Officer, a role she’s had since 2007. As such, she is responsible for building an organizational culture of patient safety and implementing strategies to reduce medical error and harm in order to improve the quality of care at Cleveland Clinic. She also chairs the Cleveland Clinic health system Patient Safety Committee.
Additionally, Dr. Phillips sits on the National Quality Forum Expert Panel on Common Formats, a group dedicated to allowing healthcare providers to collect and submit standardized information regarding patient safety events.
Dr. Phillips speaks nationally and internationally on leadership, safety, quality improvement and culture in healthcare.
Clinically, Dr. Phillips is a general pediatrician and pediatric hospitalist with particular interest in the inpatient care of medically complex children and the family-centered approach to patient care. She was the first center director for Pediatric Hospital Medicine. From 2006 to 2008, she led Children’s Hospital patient safety initiatives.
Prior to joining Cleveland Clinic, Dr. Phillips held appointments in pediatrics at Indiana University School of Medicine (James Whitcomb Riley Children’s Hospital) and University of Pennsylvania School of Medicine (Children’s Hospital of Philadelphia). She developed the first pediatric hospitalist program at Methodist Hospital/Riley Children’s Hospital in Indianapolis. She joined Cleveland Clinic Children’s Hospital in 2004 to develop and lead a pediatric hospitalist medicine program.
Dr. Phillips earned her medical degree from Columbia University College of Physicians & Surgeons, New York, and her undergraduate degree from Emory College, Atlanta. She serves on the faculty of Cleveland Clinic Lerner College of Medicine of Case Western Reserve University.
Baldwin Wallace University
Associate Professor, Business Administration
Samson Academy Course: Managing Conflict Constructively
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Baldwin Wallace University
Faculty
Parker Hannifin Corporation
Vice President, Ethics and Integrity | Enterprise Wide
Samson Academy Courses: Professional Planning for Healthcare Executives
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University of Massachusetts
Faculty, Isenberg School of Management
Samson Academy Course: Leadership Innovation in Action
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Cleveland Clinic
Chief Legal Officer, Secretary and Chief Governance Officer
Samson Academy Course: Global Partnering
Dave Rowan has served as Chief Legal Officer and Secretary of Cleveland Clinic since 2005. In 2006, he also was appointed as Chief Governance Officer, and he serves on Cleveland Clinic’s Board of Governors. From 1995 to 2005, Mr. Rowan served as General Counsel and Secretary of Cleveland Clinic while a partner at Squire, Sanders & Dempsey, LLP. He joined Squire, Sanders & Dempsey upon graduation from law school, was appointed partner in 1987 and served on the management committee from 1993 to 1996.
Mr. Rowan received his law degree, magna cum laude, from Georgetown University Law Center, Washington, DC, in 1978 and a BA, summa cum laude, from the University of Toledo, Ohio, in 1975.
Baldwin Wallace University
Faculty
Kohrman, Jackson & Krantz PLL
Partner
Samson Academy Course: Negotiating Effectively
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Cleveland Clinic
Chair, General Pediatrics, Cleveland Clinic Children’s Hospital
Samson Academy Course: Professional Planning for Healthcare Executives
In addition to her administrative responsibilities, Dr. Elaine Schulte maintains an active clinical practice, with specific interests in learning disabilities, ADD/ADHD, lead poisoning, immunizations and residency education. She also serves as the Medical Director of Cleveland Clinic’s International Adoption Program and is involved in both the Staff Mentorship Program and Women’s Professional Staff Association.
Dr. Schulte attended Skidmore College, N.Y., and earned her medical degree from Albany Medical College, N.Y. She completed her pediatric residency training at Albany Medical Center Hospital and her preventive medicine residency at the New York State Department of Health. She earned her master’s degree in public health from the State University of New York at Albany.
As a faculty member of Albany Medical College, Dr. Schulte served as the Pediatric Residency Program Director and the Division Chief of General Pediatrics. She also was the Medical Director of the Lead Poisoning Resource Program. In 1996, she founded the International Adoption Program, which she directed until 2007 when she moved to Cleveland Clinic.
Dr. Schulte is an active member of many national organizations and serves on the American Academy of Pediatrics’ Executive Committees of the Section on Adoption and Foster Care and the Section on Early Childhood, Adoption and Dependent Care. Locally, she is a board member of Lawrence School and a member of the Invest in Children Partnership Committee.
John Carroll University
Faculty
Leadership Cleveland
Director, Strategic Initiatives
Samson Academy Course: Global Partnering
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Cleveland Clinic
Executive Director, Corporate Communications
Samson Academy Course: Effective Leadership Communication
As Executive Director of Corporate Communications for Cleveland Clinic, one of the largest academic medical centers in the United States, Eileen Sheil oversees internal and external strategic communications, crisis and issues management and media relations, and serves as the chief spokesperson for the health system locally, nationally and internationally.
An expert in crisis communications, Ms. Sheil is a member of Cleveland Clinic’s executive leadership team. She is intimately involved in protecting and promoting the reputation of Cleveland Clinic and highlighting the clinical, institutional and business priorities of the organization. She also serves as a voting member of the Innovation Management & Conflict of Interest Committee.
In 2009, after President Barack Obama visited Cleveland Clinic, Ms. Sheil and her team developed an aggressive media strategy that positioned the organization as a model of healthcare for future. Those efforts and in-depth coverage brought Cleveland Clinic into an international spotlight and gained the health system the most extensive media coverage in its history. Media coverage is the leading source of national awareness to the general public and a key factor in driving patient volume to the hospital.
The Corporate Communications team also is responsible for employee communication, which drives employee engagement, behavioral and cultural changes, and leadership communication to all of Cleveland Clinic’s 42,000 employees.
Ms. Sheil has worked in communications for the past 22 years, mostly in healthcare. She has extensive experience in health policy, crisis communication and issues management. Prior to coming to Cleveland Clinic, she worked in Ohio for Kaiser Permanente, one of the nation’s largest nonprofit HMOs, where she managed public affairs and media relations. She started her career in advertising at Glazen Advertising and moved to public and media relations at University Hospital’s Rainbow Babies and Children's Hospital in Cleveland.
Ms. Sheil earned her bachelor's degree in journalism from Ohio University and a master's degree in public administration from Cleveland State University. She has served as a board member for The Providence House, volunteered for Big Brothers/Big Sisters and has served on committees for other nonprofits in the Cleveland community.
Cleveland Clinic
Executive Director, Strategic Planning
Samson Academy Course: Strategic Vision and Decision Making
Sally Simmons has been the Executive Director for Strategic Planning at Cleveland Clinic since April 2010. Prior to this appointment, she served as an administrator for Cleveland Clinic’s Respiratory Institute and as a Marketing Manager.
Ms. Simmons has nearly 20 years of marketing and strategic planning experience in the healthcare industry. She served as Vice President of Marketing at University Hospitals Health System, Cleveland; as Director of Strategic and Clinical Services Planning at Duke University Health System; and as Director of National Market Communications at HCA Healthcare.
Before earning her MBA from Duke University’s Fuqua School of Business, Ms. Simmons earned her BA in psychology and economics from Vanderbilt University, Nashville.
Cleveland Clinic
Vice Chairman, Information Systems & Technologies, Anesthesiology Institute
Samson Academy Course: Using and Managing Information Technologies
Dr. Wolf Stapelfeldt currently serves as Chairman of the Department of General Anesthesiology; Vice Chairman of Information Systems & Technologies of the Anesthesiology Institute; and Vice Chairman of Surgical Operations at Cleveland Clinic. He most recently led an enterprise-wide team in the development of a Business Intelligence Online Dashboard to assess and improve perioperative performance for surgical operations. He also conceived and developed a novel perioperative Clinical Decision Support System to enhance perioperative anesthesia services across the enterprise. This system currently is undergoing commercialization through a new Cleveland Clinic spinoff company, Talis Clinical LLC.
Prior to joining Cleveland Clinic in 2008, Dr. Stapelfeldt served as Chairman of the Department of Anesthesiology and Professor of Anesthesiology at the University of Florida, College of Medicine in Jacksonville, Fla.
Dr. Stapelfeldt graduated from Gymnasium St. Michael in Schwaebisch Hall, Germany, and the University of Ulm School of Medicine in Germany. He completed a clerkship in endocrinology at Hammersmith Hospital, University of London, England; a residency in internal medicine at Klinikum Rechts der Isar, Munich, Germany; and a fellowship in physiology and a residency in anesthesiology at Mayo Clinic, Rochester, Minn.
A Diplomate of the American Board of Anesthesiology, Dr. Stapelfeldt earned U.S. Department of Veterans Affairs RAG; a Foundation for Anesthesia Education and Research and ROCHE Laboratories Young Investigator award; and a U.S. Department of Veterans Affairs Merit Review award. He also received the Cleveland Clinic Innovation Award in 2009 and again in 2011.
A member of the Society for Neuroscience, New York Academy of Sciences, American Medical Association, International Anesthesia Research Society and many other organizations, Dr. Stapelfeldt also serves on the Quality Institute Advisory Council of the American Society of Anesthesiologists and the Clinical and Business Intelligence Committee of the Health Information Management Systems Society.
Dr. Stapelfeldt is a graduate of Cleveland Clinic’s Leading in Health Care and Leadership Rotation courses. He is a frequent lecturer, most recently presenting on the topic of “Bringing Evidence-Based Medicine to the Bedside.”
Cleveland Clinic
Chair, Education Institute
Samson Academy Courses: Creating and Leading High-Performing Teams
Healthcare Industry: Cleveland Clinic History and Mission
Dr. Jamie Stoller’s organizational development activities include co-directing the Leading in Health Care course for Cleveland Clinic faculty, leading Cleveland Clinic’s Education Institute and the Cleveland Clinic Academy, and organizing the leadership rotation and on-boarding activities for Cleveland Clinic faculty leaders.
A pulmonary/critical care physician, Dr. Stoller is a member of Cleveland Clinic’s Respiratory Institute, where he serves as the Head of Cleveland Clinic Respiratory Therapy. He also has served as the Vice Chairman of Medicine at Cleveland Clinic. He holds the Jean Wall Bennett Professorship of Medicine at Cleveland Clinic Lerner College of Medicine of Case Western Reserve University and has a secondary appointment as Professor of Organizational Behavior in the Weatherhead School of Management of Case Western Reserve University, Cleveland.
Dr. Stoller’s current clinical research interests focus on chronic obstructive pulmonary disease, alpha-1 antitrypsin deficiency and strategies of care delivery, particularly with respect to respiratory therapy. He serves as a reviewer and contributor to a number of national and international publications and has authored more than 15 books, 72 chapters, 227 original peer-reviewed reports and more than 117 abstracts.
He serves as an Associate Editor for the journal Respiratory Care; as a member of the editorial boards of Clinical Pulmonary Medicine, the Journal of Bronchology and Thorax; and on several boards of directors. He is a trustee of the American Respiratory Care Foundation; a member of the Board of Directors of the COPD Foundation; and is a former board member of the Alpha-1 Foundation, Alpha-1 Association, and the National Association for Medical Direction of Respiratory Care. He formerly served on the Board of Medical Advisors of the American Association for Respiratory Care and on the Executive Committee of the COPD Coalition. He is a fellow of the American College of Physicians, the American College of Chest Physicians and the American Association for Respiratory Care. He also is a member of the Society of Critical Care Medicine, and a fellow and honorary life member of the American Association for Respiratory Care.
Dr. Stoller received his medical degree from Yale University School of Medicine in 1979, after which he completed an internship and residency at Peter Bent Brigham Hospital in Boston. In 1982, he became a fellow in pulmonary medicine at Brigham and Women’s Hospital and a year later received a fellowship in pulmonary medicine and funding from the Robert Wood Johnson Clinical Scholars program to study clinical epidemiology at Yale University School of Medicine. Dr. Stoller also undertook a fellowship in critical care medicine at Massachusetts General Hospital, Boston. He is board-certified in internal medicine, pulmonary medicine and critical care medicine. He holds a master’s degree in organizational development and analysis from the Weatherhead School of Management at Case Western Reserve University.
Dr. Stoller has been invited to speak extensively and has been honored with numerous awards including the 27th Egan Lecturer award and the Forrest Bird M.D. Lifetime Scientific Achievement Award. He is a recipient of the Dean’s Academic Achievement Award from the Weatherhead School of Management and the Best Morning Report Teaching Attending Award from Cleveland Clinic’s Medicine Institute. Dr. Stoller consistently is included in the “Best Doctors in America” and in “America’s Top Doctors.”
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Independent Healthcare Consultant
Samson Academy Course: Healthcare Industry: Global Overview
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Cleveland Clinic
Director of Hepatobiliary Pathology
Samson Academy Course: Leading Change and Organizational Culture
Lisa Yerian, MD, joined the Department of Anatomic Pathology at Cleveland Clinic in 2004 after training in gastrointestinal and liver pathology at the University of Chicago.
At Cleveland Clinic, she serves as Director of Hepatobiliary Pathology and shares a joint appointment in the Transplantation Center. She is also a member of the Gastrointestinal Pathology service and an Assistant Professor of Pathology at the Cleveland Clinic Lerner College of Medicine of Case Western Reserve University.
Board-certified in anatomic pathology, Dr. Yerian has many clinical interests, including the histologic diagnosis of liver and gastrointestinal diseases. Her specific research interests include fatty liver disease and the development of cancer in chronic hepatitis. Dr. Yerian has a longstanding commitment to pathology education and directs national courses in Liver Pathology and Gastrointestinal Pathology.
A member of several national education committees, Dr. Yerian is a frequent lecturer on continuous improvement processes and projects.
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