Sg2 Experts

As an associate principal on Sg2’s Consulting team, Jamie manages strategic engagements and customized market analysis for national health systems, integrated delivery networks, regional health systems and provider organizations. She offers Sg2’s members innovative approaches to growth and sustainability, specializing in ambulatory growth projects and financial impact analysis.

Prior to joining Vizient, Jamie was vice president of strategy at Ascension Wisconsin, where she was responsible for creating the organization’s multiyear ambulatory development plans, service line distribution plans, build-partner strategies for joint venture development and a three-year strategic plan. Jamie also served as an internal consultant to other markets on Ascension’s national ambulatory strategy development team. In addition to this role, Jamie’s extensive experience includes strategic planning, financial management and accounting in the health care and insurance industries.

Jamie received her master of business administration degree from Marquette University and a bachelor of business administration in accounting from the University of Wisconsin-Madison. Jamie is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.

Michael has extensive experience working on physician alignment projects with various specialists and primary care physicians across the US. In addition to facilitating independent physician practice acquisitions and performing physician/extender compensation modeling, Michael has distinct expertise helping hospitals and physicians jointly craft clinical comanagement agreements that are win-win for both parties. Michael also often works on projects involving change management, and he provides ongoing implementation and execution assistance after the discover/vision and develop/design phases.

Prior to joining Sg2, Michael worked for Charis Healthcare and the National Strategy Practice of Dixon Hughes Goodman (DHG). At DHG, Michael helped to standardize the firm’s approach to clinical comanagement and developed a tool kit for use with clients. He was also intimately involved with clinically integrated network development projects.

Michael has more than 10 years of experience in the health care industry and has worked with numerous hospital clients on projects ranging from physician alignment initiatives to ambulatory strategy projects and freestanding ED validation to service line, hospital and system planning. In addition to hospital-physician affiliation work, he has helped design cutting-edge system-to-system service line affiliation models. His clients have ranged from county-owned critical access hospitals to national for-profit health systems and have included some of the largest and most prestigious academic medical centers and academic health systems in the United States.

Michael received a bachelor of science degree in chemical engineering from the University of Notre Dame.

As a leader on Sg2’s Consulting team, Joe collaborates with health systems, provider networks and industry partners to develop and drive strategies that better position organizations for success in an evolving environment. Within value-based care, he partners with organizations to bring together economic models and structures that align with the organization’s clinical care delivery approach. His expertise is informed by his experience in local and regional clinically integrated networks, value-based contracting, two-sided total cost of care arrangements, direct-to-employer contracting and aligned governance.  

Prior to joining Sg2, Joe was the director of value-based contracting with Henry Ford Health, holding multiple leadership responsibilities. He served as an administrative leader for Jackson Health Network, one of two clinically integrated networks in the health system, where he oversaw network finance, contracting strategy and governance operations. The network’s contracts encompassed value-based arrangements across all payer classes, including two-sided arrangements with a subset of payers and employers. Joe also represented the network in two regional multinetwork Medicare accountable care organization arrangements. In addition, he oversaw the direct-to-employer strategy within population health, which included administrative and operational leadership for the employer-facing occupational health clinical services. 

In previous roles, Joe worked in strategy consulting with both Navigant (now Guidehouse) and Sg2, focusing on projects such as ambulatory network planning, service line strategy, facility capacity modeling, partner-affiliation assessments and enterprise scenario planning. His earlier experience includes public accounting and strategy consulting professional services for health care clients, providing finance statement reporting, audits and transactional services.  

Joe holds a master’s in business administration from Duke University with a certificate in health sector management, a master’s in accountancy from the University of Notre Dame and a bachelor of science in accounting from Marquette University. He also holds a license as a certified public accountant (inactive status). 

Jeremy contributes to Sg2’s intelligence on health care utilization trends, strategic planning, technology integration, physician alignment and clinical operations. His areas of clinical expertise include obstetrics and gynecology and minimally invasive surgery. Jeremy leverages his experience as a practicing physician and is an expert presenter and facilitator at various Sg2 events.

As Associate Director of Gynecology, Jeremy oversees quality initiatives at the 4 hospital campuses within NorthShore University HealthSystem in Evanston, IL. He is also deeply involved with clinical supervision of residents at NorthShore sites as a faculty member at the University of Chicago Pritzker School of Medicine. Previously, Jeremy served on the faculty at Northwestern University, Feinberg School of Medicine. He focuses on bringing evidence-based medicine to the bedside and has been recognized by medical students and residents as an outstanding clinical educator.

Jeremy also maintains a clinical practice and serves as Director of Medical Technology at Midwest Center for Women’s HealthCare in suburban Chicago, the largest obstetrics and gynecology practice in Illinois.

He completed his residency in obstetrics and gynecology at NewYork-Presbyterian Hospital/Columbia University Medical Center in New York, NY, and served as chief resident from 1999 to 2000. He received an MD from the Yale School of Medicine and a BA, magna cum laude, from Harvard University. He is a fellow of the American Congress of Obstetricians and Gynecologists.

Brianna is responsible for driving thought leadership and content development for Sg2 and Vizient members on topics that span the System of CARE, including ambulatory strategy, service distribution, post-acute care and digital health. She is an experienced strategist; prior to her current role, she served as a lead on Sg2’s consulting team, developing innovative and structured planning approaches for hospitals, health systems and academic medical centers. With over 10 years of experience in the health care industry, Brianna has collaborated with clients to develop numerous strategic plans in the areas of enterprise strategy, facility needs and service line growth.

Along with her experience at Sg2, Brianna served as a system director of strategic planning and led planning efforts across the portfolio of hospitals and services at BJC Healthcare in St Louis. Earlier in her career, she was part of Amgen’s commercial leadership program, working to develop access and reimbursement strategies for a newly FDA-approved osteoporosis medication. She also evaluated social sector programs and initiatives at Chapin Hall at the University of Chicago, focusing on child maltreatment prevention, juvenile justice and education.

Brianna received her MBA with a focus on health enterprise strategy and management, marketing, and organization management from the Kellogg School of Management at Northwestern University. She earned a BA in Latin American studies from the University of Chicago.

As an Sg2 Principal, Kristin specializes in projects across the spectrum of physician alignment, paying particular attention to bundled payments and other value-based care services. She is a continuous innovator of episodic analytic support mechanisms, a mentor to consultants and an industry presenter.

Kristin has over a decade of health care experience in both finance and consulting. Prior to joining Sg2, she spent 7 years with TRG Healthcare Solutions. She has unparalleled experience in and extensive knowledge of all facets of bundled payments, having worked with every hospital in Medicare’s Acute Care Episode demonstration as well as with over 40 hospitals and 60 medical groups in Medicare’s Bundled Payments for Care Improvement initiative. Her consulting focuses on creating strategies for success under episode payment models, developing gainsharing programs to align providers, producing actionable data analytics solutions, and assisting with care redesign initiatives that will improve both cost and quality.

In addition to bundled payments, Kristin’s value-based care work includes providing organizational readiness and feasibility analyses, supporting organizations that are participating in shared savings models, and assisting providers with the Medicare Access and CHIP Reauthorization Act of 2015. She has participated in commercial payer bundled payment initiatives as well as nonalternative payment methodology work such as practice/physician compensation valuation and service line comanagement development.

Kristin received her bachelor’s degree in finance from Texas A&M University.

As leader of Sg2’s Strategy and Planning practice, Jennifer works with boards, chief strategy officers and executive teams from leading hospitals and health systems to understand the impact of industry trends in their local markets. She frequently presents and facilitates on strategic issues, such as workforce, innovation and disruption, the physician enterprise, and revenue diversification. As one of the original faculty of Sg2’s strategic planning workshop, she also works with strategy leaders and teams to understand the role of strategic planning in health care and how it is evolving.

Prior to Sg2, Jennifer spent a decade consulting for and advising to medical groups on issues related to governance, compensation, business development, operational efficiency and reimbursement/compliance.

Jennifer also worked at the University of Chicago Health System managing the physician compensation program for its community physicians, and in ambulatory care for what is now Advocate Aurora Health Illinois Masonic Medical Center.

With over 20 years in health care, Jennifer has seen the resilience of those who work in health care; still loves it like she did as a graduate student; and believes that physicians and hospitals can work together to solve even the biggest challenges.

Jennifer has published articles and podcasts, has been quoted in numerous industry magazines, and is trying to decide if she wants to get serious about tweeting. She received an MS in health systems management from Rush University, where she currently has an adjunct faculty appointment, and a BS in psychology from the University of Illinois.

Heidi has nearly 20 years of health care provider and professional service experience, with expertise in strategic planning and operational improvement. As a principal on Sg2’s Consulting team, she manages complex strategic engagements with academic medical centers, national health systems, regional health systems and community hospitals. A trusted advisor to many health care executives, Heidi answers challenging questions related to market relevance, sustainable growth, strategic partnerships, major investments and disruption/innovation.

Prior to joining Sg2, Heidi served as vice president of strategic planning for Medical City Healthcare (HCA North Texas Division), where she partnered closely with the Sg2 team. She was responsible for leading short- and long-range strategy development, executing strategic growth and expansion across the system. In addition, she oversaw the teams that support system operations and strategic planning. Previously Heidi was a director in the strategic transformation group of the PricewaterhouseCoopers health care advisory division. She led a broad range of strategic planning, operational improvement and transformation engagements. She has worked with acute care providers, academic medical centers, safety net systems, ambulatory networks and international health systems.

Heidi holds both a master of science in health care administration and a bachelor of arts in business administration from Trinity University in San Antonio. She is currently on the faculty for Trinity’s health care administration executive program. Heidi’s passion for the outdoors has also led her to serve as a board member for the Texas Trust for Public Land, whose goal is to improve physical and mental health by bringing parks and green space into communities.

As a director on Sg2’s Intelligence team, Andrew supports the System of CARE practice area through his research on virtual health strategy. Additional areas of interest include artificial intelligence, consumer medical technology, psychosocial principles and other emerging technologies. Andrew keeps members up to date on the latest technology trends and how to plan for new, disruptive forces and innovation entering the health care industry.

Prior to joining Sg2, Andrew accumulated more than eight years of market research and consulting experience. He served as an analyst for various companies including IBISWorld, IHS Markit and Advisory Board, where he led development on syndicated and custom reports and presented to domestic and international members at online and in-person events. Through these roles, he developed a passion for learning about digital health and how technology can fundamentally improve health care and patient engagement in the future.

Andrew received an MBA from California State University, Long Beach, and his BA from the University of California, Irvine.

Tori works closely with Sg2 members to provide comprehensive research and analytics-driven strategic insights. She also applies her strategic and analytical expertise to shape content and thought leadership for the medicine service line. Further, Tori contributes to the development of Sg2’s proprietary Impact of Change® forecasting engine, which projects 10-year patient demand across inpatient and outpatient services.

During her tenure at Sg2, Tori has collaborated with a wide range of providers and life sciences organizations, specializing in strategic framework and innovative model development. She has extensive experience utilizing Sg2’s proprietary data sets to create custom data models.

Tori earned a bachelor of business administration degree in health care management from Belmont University in Nashville, TN.

Bill works on Sg2’s Consulting team, specializing in financial planning and forecasting for value-based care, physician alignment, managed care contracting and payer strategy initiatives. With 15 years of health care provider, payer and consultancy experience, he brings a unique strategic perspective to his clients that is rooted in financial rigor. He also has significant experience in network development, medical group operations, physician compensation, service line strategy and transaction advisory.

Prior to joining Sg2, Bill was a senior leader of the finance department for Rochester Regional Health, where he oversaw the financial operations of the specialty medicine physician enterprise and service lines. In addition to his financial oversight of all medical, surgical and hospital-based specialties, he was responsible for the annual financial planning and budgeting of the system’s physician recruitment efforts. Prior to that, Bill served as a consulting manager at GE Healthcare Camden Group, focusing on advising hospital, physician and consortium-led organizations through the transformation from fee-for-service to value-based reimbursement. Additionally, he was previously a reimbursement analyst in the health care delivery innovation department of Horizon Blue Cross Blue Shield of New Jersey, where he supported initiatives to launch programs around new models of patient care and risk-based reimbursement arrangements. Bill began his career as a management consultant in the health care practice at Blum Shapiro, specializing in pricing transformation and transparency, managed care contracting, charge master strategy, and fee schedule optimization.

Bill received his master’s degree in business administration with concentrations in health care management and finance from the Simon Business School at the University of Rochester. He earned his bachelor’s degree in business administration from the State University of New York at Geneseo. He is an active member of the Healthcare Financial Management Association and holds Healthcare Financial Professional and Specialist Managed Care certifications.

As part of the enterprise and physician strategy practice on Sg2’s Intelligence team, Casi works with strategy leaders, boards of directors and executive teams to understand the impact shifts in the health care environment will have on their organizations. She has specific expertise in enterprise strategy planning and execution, value-focused health care organizations, health technology, and how venture capital and private equity are impacting the broader health care landscape. She also serves as a faculty member of Sg2’s strategic planning course, providing workshops and presentations for members in service of developing all types of health care leaders into more strategic and future-oriented thinkers.

Prior to joining Sg2, Casi acquired over 10 years of health care experience, predominantly spent in operational and program development roles in large health systems. Much of that time was spent focused on financial turnarounds, value-focused operations, leveraging analytics for performance, and innovations around new care models and programs to meet market needs. Most recently, Casi worked for a pediatric mental health start-up, and prior to that she worked with the executive team at Ochsner Health as a leader in its strategy office. She brings a widely varied background and perspective to her role at Sg2 and is excited to join a team that will continue to predict the future of health care.

Casi received a bachelor’s degree from the University of Northern Iowa and a masters of health administration and masters of business administration: corporate finance from the University of Iowa. When she is not forecasting the future of health system strategy, Casi enjoys hiking, museums and the many fun activities that her current home base of New Orleans has to offer.