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Conference Agenda

Periop Leader Week 2026 (now uniting OR Manager Conference & OR Business Management Summit) brings together perioperative leaders from hospitals, health systems, and ambulatory surgery centers for a focused week of practical learning and collaboration.

The agenda will explore today’s most urgent priorities—staffing and retention, operational efficiency, financial performance, regulatory readiness, patient safety, and cross-department alignment—through real-world case studies, actionable tools, and peer-driven discussions. Every session is designed to equip leaders with strategies they can implement immediately within their unique care settings.

We are actively announcing this year’s agenda and invite you to check back frequently for updates!  Please refresh your browser if you do not see the agenda listed by date below. 

*Agenda subject to change.

Sunday, October 4

    2:00pm 3 Hrs
    2:00pm – 5:00pm

    Joint Commission preconference workshop

    Regulatory readiness

    During this three-hour preconference workshop, you’ll hear straight from the source about new Joint Commission survey and accreditation requirements, policies and procedures. Robert Campbell, PharmD, BCSCP, Joint Commission’s Vice President of Accreditation/Certification Program Development and Accreditation Management, will give hospital, health system and ASC perioperative leaders a better sense and clearer picture of exactly what Joint Commission currently expects from them, and provide guidance on questions, concerns or ambiguities that require resolution.

    • Robert Campbell, PharmD, BCSCP

      Robert Campbell, PharmD, BCSCP

      Vice President of Accreditation/Certification Program Development and Accreditation Management // Joint Commission
    Pre-Conference Workshop
    2:00pm – 5:00pm

    Reverse Expo

    As the name suggests, the Reverse Expo flips the traditional expo format – the vendors come to you for one-on-one meetings! We understand your time at the conference is valuable, and you need to make the most of your time on the Periop Networking & Innovation Hall finding the partners and solution providers that fulfill your needs. 

    To express interest in participating, confirm during registration or complete this form.

    Perks of participation: Receive a complimentary hotel room night for Sunday evening and access to a VIP reception immediately following! Confirm your interest during registration and you will be contacted shortly with details.*

    *Participation in the Reverse Expo is required. If you are approved and agree to participate, but do not attend the Reverse Expo event, your room night coverage will be rescinded.

    Networking Events
    2:00pm – 5:00pm

    New Periop Leaders preconference workshop

    New leaders

    Are you a new or aspiring perioperative leader? Do you crave more information, perspective, and insight about what it really takes to successfully operate in a perioperative leadership role? Are you a nurse who suddenly finds yourself in a position that requires way more from you than the excellent patient care you were educated to provide? Do you feel overwhelmed, anxious, or not totally equipped to handle the pressure, demands, or workload of your new position? Join us in Savannah for a three-hour preconference workshop that’s just for you.

    We’ve assembled a lineup of accomplished perioperative leaders who truly care about those who are finding their footing in leadership roles. Through a mix of presentations, interactive activities, Q&As and open discussions, they’re excited to share their knowledge and experiences with you about what it takes personally and professionally to grow and thrive as a perioperative leader in a highly dynamic industry. They’ll answer your questions, address your concerns, and coach you up on what you really need to know as you take this exhilarating step forward in your career. If you could use some mentorship, don’t miss the New Periop Leaders preconference workshop!

    • Malcolm Ladines, MS, MLS, BSN, RN, CSSBB, CQIA

      Malcolm Ladines, MS, MLS, BSN, RN, CSSBB, CQIA

      Business Director, Perioperative Services, Baylor University Medical Center // Baylor Scott & White Health
    • Rebecca McKenzie, DNP, MBA, MSN, RN, NEA-BC

      Rebecca McKenzie, DNP, MBA, MSN, RN, NEA-BC

      Enterprise Assistant Vice President, Perioperative and Procedural Services // UK HealthCare
    • De André Delsol, MOL, CHL, CRCST

      De André Delsol, MOL, CHL, CRCST

      Director of SPD, System // Chike Healthcare Partners
    • Leiran Cornish, MBA-HM, BSN, RN, LSSGB

      Leiran Cornish, MBA-HM, BSN, RN, LSSGB

      Assistant Vice President, Surgical Services // St. Joseph's Health
    • Michelle Bassel, MBA, BSN, RN

      Michelle Bassel, MBA, BSN, RN

      Interim Perioperative Manager/Director // Aya Healthcare
    Pre-Conference Workshop

Monday, October 5

    8:00am 1 Hr
    8:00am – 9:00am

    OPENING KEYNOTE | The future of work is human: Building belonging and connection in the age of AI

    Perioperative leaders today are navigating a perfect storm: staffing shortages, burnout, multigenerational teams, economic pressure, and the rapid rise of AI. At the same time, face-to-face connection is being replaced by Zoom calls, Teams messages, and AI agents. In the process, many perioperative leaders are feeling isolated, overwhelmed and—to a certain extent—dehumanized.

    Workplace culture and belonging expert Smiley Poswolsky is here to help lift perioperative leaders out of the growing personal and professional darkness that’s a major side effect of the current state of affairs. Smiley will make a compelling case that human connection is the most powerful competitive advantage available to perioperative leaders right now.

    In his timely, actionable, and energizing keynote, he’ll share practical strategies that are relevant to these dynamic times for attracting and retaining top talent, bridging generational and cultural differences, leading teams through rapid change and anxiety-inducing uncertainty, and building a culture where people genuinely feel belonging and empowerment. Perioperative leaders will leave Smiley’s keynote presentation not only with buoyant energy that will put them in a positive mindset to derive maximum value from the entire Periop Leader Week program, but also with a concrete toolkit they can apply in their own workplace to strengthen teams, reignite engagement, and lead with sustainable confidence in an era of constant disruption and accelerating change.

    Learning objectives:

    • Learn five ways to build a culture of human connection, deepen trust, and build better relationships at work.
    • Understand the definition of psychological safety and how to foster higher levels of it on your team, including a simple exercise to try at your next team meeting.
    • Learn what a Thrive Interview is and why it’s a great way to build connection on your team
    • Smiley Poswolsky

      Smiley Poswolsky

      Workplace Culture & Belonging Expert // Smiley Poswolsky LLC
    General
    9:15am 1 Hr
    9:15am – 10:15am

    How ASC leaders can excel in payor and vendor negotiations

    Freestanding ASCs face an uphill battle compared to large hospitals and health systems in securing favorable terms with payors and vendors. How can ASC leaders boost their negotiation skills and results? A panel of experts tackles that existential profitability issue to give ASC leaders tactics and strategies that can bring higher reimbusement rates and lower equipment prices to surgery centers.

    Advanced Sterilization Products (ASP)
    ASC & Outpatient
    9:15am – 10:15am

    The end of the CMS Inpatient-Only List: Impacts and strategies for hospitals and health systems

    CMS Inpatient-Only List
    Outpatient migration
    New leaders

    The Centers for Medicare & Medicaid Services (CMS) has approved many hundreds of surgical procedure types to be performed in outpatient settings over the last decade, including hundreds more this year. Now the federal agency plans to eliminate its Inpatient-Only (IPO) list of procedures entirely by Jan. 1, 2028. While that move portends even greater freedom for patients and surgeons in terms of where their operations can be performed, it presents a major problem for many hospitals that could lose even more significant revenue and patient volume to ambulatory surgery centers (ASCs) than they already have.

    In this session, an expert panel will discuss the business impacts of this imminent regulatory and financial development on hospitals and health systems, as well as proactive strategies and opportunities for a successful and profitable transition, including building or acquiring ASCs or entering into ASC joint ventures; patient selection and safety considerations; how inpatient hospitals can avoid significant loss of revenue and OR usage from both payor denials and the preferences of surgeons and patients; and much more. Following the panel, a Q&A session will allow attending perioperative business leaders to acquire further information and insight about this market-altering development.

    • Leslie Jebson, MHA, MBA, FACHE, FACMPE

      Leslie Jebson, MHA, MBA, FACHE, FACMPE

      System Administrator, The Orthopedics & Sports Medicine Institute/Outpatient Therapies // Prisma Health
    • Robert Eisenberg, MBA, RN, CASC

      Robert Eisenberg, MBA, RN, CASC

      Senior Vice President and Ambulatory Surgery Lead // Sullivan Healthcare Consulting
    Business Management
    9:15am – 10:15am

    The IFU Odyssey: Compliance, risk, and the future of safer instructions

    Sterile processing
    Infection prevention
    Regulatory readiness
    New leaders

    You’ve been cited for them, told to follow them, searched for them in a dusty binder, and maybe even tried to decode the tiny insert that came with a new instrument. Manufacturer’s instructions for use (IFUs) are central to safe device reprocessing, but they are not always easy to find, interpret, or apply in real-world perioperative and sterile processing environments.

    This session will take perioperative leaders on an “IFU Odyssey” through the practical challenges of using manufacturer instructions from the point of use to sterile storage. We will explore the dangers teams encounter along the way, including surveyor scrutiny, inconsistent interpretation, overly strict or overly lenient application, risk assessments that do not meaningfully reduce risk, and the ongoing tension between compliance, patient safety, and operational efficiency.

    Perioperative leaders will leave with a clearer understanding of how to navigate IFU-related challenges, support frontline teams, and evaluate when risk assessment, escalation, or process redesign is needed. The session will also look ahead to the future state of IFUs, including what the industry needs from manufacturers, regulators, and healthcare organizations to create standardized instructions that are validated, usable, and built for the people responsible for keeping patients safe.

    Learning objectives:

    • Describe the current state of manufacturer’s instructions for use, including common challenges with access, interpretation, usability, and alignment with real-world perioperative and sterile processing workflows.
    • Apply practical strategies for complying with IFUs in the current environment, including balancing patient safety, regulatory expectations, workflow efficiency, risk assessment, and interdisciplinary escalation.
    • Identify opportunities to shape the future of IFUs, including improved standardization, usability, validation, and collaboration between manufacturers, regulators, healthcare organizations, and frontline users.
    • Garrett Hollembeak CRCST, CIS, CHL, CER, CIC

      Garrett Hollembeak CRCST, CIS, CHL, CER, CIC

      Editor-in-Chief // Transmission Control
    Quality, Safety & Regulatory Readiness
    9:15am – 10:15am

    Integrating technology without negatively impacting perioperative workflows

    Technology
    Performance improvement
    Workflow

    Acquiring new technology in perioperative services can greatly enhance efficiency and clinical outcomes... unless it doesn't. In this session, panelists will discuss how to most effectively implement new technology in the OR and elsewhere by engaging staff throughout the process, educating them properly, and achieving full buy-in from your teams.

    Operational Efficiency & Technology
    9:15am – 10:15am

    Financial acumen for nurse leaders: Key strategies for creating a successful business case for OR capital projects, sponsored by LiveData

    OR nursing leaders are often tasked with the responsibility and oversight of capital planning and acquisition for surgical equipment and technologies. However, many nurse leaders lack the experience and financial acumen necessary to develop a compelling justification for capital expenditure to the C-suite.

    With competition for capital dollars fierce, nursing leaders must be confident when building a compelling business case for replacement, incremental and new technologies to support clinical priorities. Traditional budgeting processes are no longer enough to advance capital projects; nursing leaders must build a strong financial case to compete at the C-suite table for essential investment dollars to support the OR.

    In this session, Dr. McKenzie will prepare the OR nurse leader with the essential skills necessary to develop a robust business case that supports justification for investments in capital equipment and new technology projects. She will provide advanced frameworks for evaluating and prioritizing capital projects, review the essential elements of developing a business case, and describe how to leverage return on investment (ROI) through multiple value streams to create a robust justification for capital investment. Dr. McKenzie will create a roadmap for discussing key components of the business case, as well as a template that may be used within any healthcare organization to ensure the key elements for a successful and compelling business care are organized and well defined for successful execution.

    Learning objectives:

    • Increase knowledge of key components necessary to create a robust business case for capital equipment acquisition
    • Share three examples of return on investment (ROI) components for a compelling capital business case
    • Increase knowledge of significant stakeholder engagement when developing a strategic business case for healthcare projects.  
    • Rebecca McKenzie, DNP, MBA, MSN, RN, NEA-BC

      Rebecca McKenzie, DNP, MBA, MSN, RN, NEA-BC

      Enterprise Assistant Vice President, Perioperative and Procedural Services // UK HealthCare
    LiveData
    Leadership & Workforce
    10:30am 1 Hr
    10:30am – 11:30am

    Are you getting maximum value out of your surgical robot investment?

    Surgical robotics
    Sterile processing

    Surgical robot purchases are often the subject of splashy hospital press releases, and their presence can attract surgeons and patients alike to a facility. After the initial hype fades, however, some surgeons might begin to avoid the robot and revert to their traditional techniques, while other surgeons might use the robot for procedures that would be much cheaper to perform otherwise.

    Even if this isn’t the case at your facility, the question remains: Is your hospital or ASC deriving maximum value, and the expected return on investment, on that seven-figure robot purchase?

     In this panel discussion, experts will zero in on how to optimize the use of your surgical robot from a business standpoint, including the types of cases that make the most financial sense to perform robotically, avoiding “robotic overkill” procedures, winning over skeptical surgeons, accounting for the true costs involved in purchasing and maintaining a robotic platform, maximizing efficiencies in use, setup and turnover, sterile processing requirements, training surgeons and staff, understanding the nature of your relationship with your robot vendor, and more.

    Learning objectives:

    • Leverage internal data, benchmarks and nationwide metrics to optimize usage of a fleet of surgical robots
    • Center data-driven decisions through a holistic system-focused lens.
    • Standardize factors related to surgical robot utilization including roles, staffing models, and preference cards.
    • Heidi Pieper, MHA, LSSGB

      Heidi Pieper, MHA, LSSGB

      Program Director, Robotic and Minimally Invasive Surgery Program // The Ohio State University Wexner Center
    • Loveleen Freeman, MS-HSA, CPHQ, LSSGB, PMP

      Loveleen Freeman, MS-HSA, CPHQ, LSSGB, PMP

      Business Director, Perioperative Services | Chair, MedStar Abdominal Thoracic Robotics Operations Committee // MedStar Health
    • Christian T. Melendez, DNP, MSN, RN, NEA-BC, CNOR, CNL

      Christian T. Melendez, DNP, MSN, RN, NEA-BC, CNOR, CNL

      Director, Perioperative Services, Parkridge Baptist Hospital // Prisma Health
    Business Management
    10:30am – 11:30am

    The numbers behind the narrative: How surgical volume growth can improve patient safety

    Artificial intelligence
    Patient safety
    Block time utilization
    Growth management
    New leaders

    Block time utilization is a key to increasing surgical throughput and OR capacity, especially in today’s context of limited resources. However, any plan to boost case volume is typically met with concerns about care quality and patient safety. But what if the lever for operational efficiency turned out to also be a source of improved safety?

    In this panel discussion, perioperative leadership will share their experience and results from deploying ambient intelligence — a combination of an AI predictions engine, real time analytics, and computer vision across ORs — with the initial goal of anticipating and preventing the cascade of delays that often define the surgical day, but ultimately resulting in optimized scheduling and prevention of patient infections that lead to recidivism.

    When surgical teams can trust their data — and each other — everyone benefits: patients get better, faster, safer care; staff find more predictability; and hospitals gain the capacity to sustain it all. The panel will provide actionable takeaways for attendees on implementing and tracking ambient AI and computer vision tools to improve productivity, reduce costs, and improve patient safety.

    Learning objectives:

    • Describe how ambient intelligence, an AI prediction engine, real-time analytics, and computer vision across ORs anticipate and prevent the cascade of delays that defines the surgical day and optimize block time utilization
    • Explain how surgical volume growth, operational efficiency, and low SSI and readmission rates are mutually reinforcing rather than competing objectives
    • Identify actionable strategies and metrics for implementing and tracking ambient AI and computer vision tools to improve productivity, reduce costs, and strengthen patient safety.
    • Kate Ulrich, MS, BSN, RN, NEA-BC

      Kate Ulrich, MS, BSN, RN, NEA-BC

      Nurse Executive, Perioperative and Surgical Services Leader //
    • Yessenia V. Salgado, DNP, RN, NE-BC, CNOR

      Yessenia V. Salgado, DNP, RN, NE-BC, CNOR

      Senior Director of Clinical Operations, Surgical and Procedural Services // Tampa General Hospital
    • Kelby Perry, MHA, BSN, RN

      Kelby Perry, MHA, BSN, RN

      Director of Business Operations, Surgery Administration // Tampa General Hospital
    Operational Efficiency & Technology
    10:30am – 11:30am

    Who, who are you? Why knowing the patient isn’t enough

    Patient safety
    Workflow
    New leaders

    Patient identification is a foundational element of patient care, yet errors continue to occur despite established protocols and regulatory requirements. While the use of two patient identifiers is standard practice, knowing the patient’s identity alone is not enough to ensure that the intended patient is receiving care. In the fast-paced operating room environment, familiarity, assumptions, interruptions, and workflow pressures can subtly compromise verification processes.

    This presentation examines perioperative patient identification near misses identified through quality improvement review at a major academic medical center. By analyzing de-identified events, participants will explore system and human factors that contribute to near misses, including communication breakdowns, handoff vulnerabilities, confirmation bias, and overreliance on task-based checklists. These insights have informed the development of enhanced patient verification practices that move beyond checklist compliance toward shared cognitive processes.

    Lessons learned from these near misses are translated into practice through creative, interdisciplinary education strategies. A series of interactive, video-based scenarios was developed to engage perioperative teams, reinforce shared cognitive processes, and strengthen team-based verification.

    By leveraging near misses as opportunities for learning and system improvement, perioperative teams can enhance patient identification practices and reduce preventable harm. This session underscores the critical role of the perioperative nurse in not only knowing the patient but confidently knowing they have the correct patient.

    Learning objectives:

    • Analyze perioperative workflows to identify high-risk behaviors that increase the likelihood of patient identification errors
    • Identify perioperative-specific behaviors that reduce the risk of patient identification errors across all phases of care
    • Evaluate how structured learning systems can be leveraged to standardize perioperative patient identification practices, reduce variability, and prevent identification errors
    • Ann Marie Morris, MSN, RN, CNOR, CSSGB

      Ann Marie Morris, MSN, RN, CNOR, CSSGB

      Associate Clinical Director, Perioperative Quality, Safety, and Education, Hospital of the University of Pennsylvania // Penn Medicine
    • Georgina Hurley, MSN, RN, CNOR

      Georgina Hurley, MSN, RN, CNOR

      Senior Clinical Director, Perioperative Nursing, Hospital of the University of Pennsylvania // Penn Medicine
    Quality, Safety & Regulatory Readiness
    10:30am – 11:30am

    Opening a cardiovascular ASC

    Opening a cardiovascular ASC, or adding a cardiovascular service line at an existing ASC, involves a host of unique considerations that leaders must consider and address. In this session, learn about what it really takes to perform outpatient cardiovascular procedures safely, legally and profitably.

    • Deb Yoder, RN, MHA, BSN, CNOR, CASC

      Deb Yoder, RN, MHA, BSN, CNOR, CASC

      President // Aligned Surgery & Healthcare Consulting
    ASC & Outpatient
    10:30am – 11:30am

    Build your bench: Strategies and insights to develop your perioperative leadership pipeline

    New leaders
    Leadership
    Professional development
    Staffing

    Developing a pipeline of new perioperative leaders who are prepared to step into key roles after their predecessors move on or retire is crucial to maintaining the stability of your surgical operations. However, many of today’s talented young staff view leadership roles differently than their more experienced counterparts do. Particularly, they may display “leadership hesitancy” – a fearful or self-doubting reluctance to take on the time demands and heavy responsibilities of a management position.

    In this panel, veteran perioperative leaders will discuss what it really takes to attract, engage and develop today’s young talent into new, high-achieving perioperative leaders. They’ll explore how to redefine leadership for young staff who might wonder why they’d ever sign up to be a perioperative leader in the first place. They’ll discuss how to mentally prepare prospective young leaders for the trials and tribulations of management positions, how to address the fear, uncertainty and doubt that can feed their worries about “imposter syndrome,” and describe how to most effectively get young talent to jump at the opportunity to “lean into leadership.”

    Learning objectives:

    • Identify and address "leadership hesitancy" among emerging perioperative staff
    • Redefine perioperative leadership to align with the values of the next generation
    • Implement strategies to attract, engage, and develop high-potential perioperative talent
    • Prepare emerging leaders for the realities and responsibilities of leadership roles
    • Edna Gilliam, DNP, MBA, RN, CNOR, NEA-BC

      Edna Gilliam, DNP, MBA, RN, CNOR, NEA-BC

      Assistant Vice President, Perioperative Services and SPD, DV // Nemours Children's Health
    • Dekeisha Howard, MSN, RN, NE-BC

      Dekeisha Howard, MSN, RN, NE-BC

      Director of Perioperative Services // Children's Hospital of Philadelphia
    • Dykisha Potter, MPP

      Dykisha Potter, MPP

      Workforce Operations Partner // Nemours Children's Health
    • Sharon Udy-Janczuk, EdD, MSN, RN, CNOR-PEDS, CPN, NE-BC

      Sharon Udy-Janczuk, EdD, MSN, RN, CNOR-PEDS, CPN, NE-BC

      Perioperative Services, Clinical Nurse Educator, Transition to Practice // Nemours Children's Health
    SIPS Consults Corporation
    Leadership & Workforce
    11:45am 1 Hr, 15 mins
    11:45am – 1:00pm

    Luncheon Presentation: Unused OR time is a symptom, not the disease: Rethinking the system behind surgical capacity, presented by LeanTaaS

    Block time utilization
    Technology
    Performance improvement

    Unused OR time is often treated as the problem to solve. But in many perioperative environments, it is only the most visible symptom of a deeper operating model challenge: rigid block structures, inconsistent release behavior, limited clinic accountability, staffing constraints, patient readiness gaps, and fragmented decision-making across surgical services.

    In this customer-led luncheon session, perioperative leaders will discuss what it takes to move beyond traditional OR optimization and address the system behind surgical capacity. Panelists will share practical lessons on improving surgeon access, reducing unused block time, strengthening clinic and leadership engagement, supporting staffing and patient readiness initiatives, and sustaining adoption across perioperative teams.

    The discussion will ground these ideas in real-world measures of progress, including examples such as a 7% reduction in unused block minutes, double-digit improvement in staffed room utilization, rapid expansion from ORs into IR/Cath workflows, and sustained surgical volume growth. Attendees will leave with a clearer view of how leading perioperative teams are turning unused time from a frustrating metric into a signal for broader operational change.

    Learning objectives:

    • Identify the underlying operating model issues that contribute to unused OR time, including block management, surgeon access, staffing, patient readiness, and clinic accountability.
    • Describe how perioperative leaders can move from room-level optimization to a more connected approach to surgical capacity, adoption, and daily execution.
    • Evaluate practical metrics for measuring progress, including unused block minutes, staffed room utilization, case volume growth, active user adoption, and expansion across procedural areas.
    • Kathleen Meyer, MBA, BSN, RN, CPPM

      Kathleen Meyer, MBA, BSN, RN, CPPM

      Manager, Pre-Procedural Operations, Procedural Care Unit // Silver Cross Hospital
    • Tala Christensen, MPH

      Tala Christensen, MPH

      Customer Outcomes Manager // LeanTaaS
    LeanTaaS
    Networking Events
    11:45am – 1:00pm

    Luncheon Presentation: Ready for what’s next: Preparing for surgical growth, operational excellence, and patient-centered outcomes, presented by Aesculap

    Sterile processing
    Supply management

    Healthcare organizations must prepare sterile reprocessing operations for continued growth while maintaining reliable processes and minimizing risk. In this moderated panel discussion, perioperative and sterile processing leaders will share perspectives on anticipating future demand, evaluating current-state workflows, and identifying process improvements that support safe, scalable operations. The conversation will connect operational readiness, risk reduction, and cross-functional alignment to the broader goal of a consistent experience for patients and care teams.

    Learning objectives:

    • Identify key operational considerations when preparing sterile reprocessing services for future growth.
    • Describe approaches for evaluating and optimizing sterile reprocessing workflows to improve capacity, consistency, and operational resilience.
    • Explain how proactive process planning and collaboration can help minimize risk and support patient and care-team satisfaction.
    • Jennifer Greisen

      Jennifer Greisen

      Principal, Strategic Solutions // Aesculap
    • Susan Torti, RN, MBA, BSN

      Susan Torti, RN, MBA, BSN

      Vice President, Perioperative Services // BayCare Health System
    • Becky Douglas, MBA, CLSSBB

      Becky Douglas, MBA, CLSSBB

      System Administrator, Perioperative and Cardiovascular Services, Springfield Memorial Hospital // Memorial Health
    • Patty Gursky, CNOR, CRCST

      Patty Gursky, CNOR, CRCST

      Executive Director of Sterile Processing // Baptist Health
    Aesculap
    Networking Events
    11:45am – 1:00pm

    Luncheon Presentation: Right case, right setting: Leveraging AI-driven insights to help expand ASC capacity, presented by Optum

    Technology
    Performance improvement
    Reimbursement

    Between 2017 and 2022, high-revenue service lines experienced a rapid shift to outpatient settings. Perioperative leaders are being challenged to rethink how cases are allocated across the system. Success is no longer just about optimizing the main OR. It requires a coordinated, data-driven approach to managing capacity across both hospital and ambulatory environments.

    This session explores how advanced analytics and AI-enabled insights can help leaders identify opportunities to move appropriate cases to ambulatory surgery centers (ASCs), reduce scheduling delays and better align patient acuity with site of care. Through a real-world case example, attendees will learn how one organization used data to uncover underutilized capacity. The discussion will focus on practical strategies for enabling ASC growth and enabling strategic resource deployment to make the greatest impact.

    Learning objectives: 

    • Understand how advanced analytics can highlight opportunities to transition appropriate outpatient procedures to ASCs, freeing up hospital-based OR capacity while improving access for surgical patients.
    • Understand how high-performing organizations align case mix to the appropriate site of care and route lower-acuity procedures to ambulatory settings. 
    • Explore how AI-enabled block scheduling can help reduce lead times, increase case volume and better utilize existing capacity.
    • Brooke Cardile

      Brooke Cardile

      Director of Client Value Management // Optum
    • Melissa Covington

      Melissa Covington

      Operations Manager of Surgery COE // Children’s National Health System
    Optum
    Networking Events
    1:15pm 1 Hr
    1:15pm – 2:15pm

    'What would you say you DO here?' The changing role of the perioperative business leader to hospital operations

    Leadership
    Workplace culture

    Perioperative business management can mean different things at difficult facilities. Clinical leaders and staff might not understand exactly what you do, and the C-suite might wonder if data analysts and artificial intelligence can handle many of the aspects of your position, or even make it obsolete. There’s tremendous pressure to deliver and prove results, and to justify what you do, to those both above and below you in the org chart.

    In this session, nurse leaders and the C-suite will join perioperative business managers on stage to discuss what they expect of each other, how to work together, integrating the business side with the clinical side, how to define a business manager’s true value, and more.

    • Malcolm Ladines, MS, MLS, BSN, RN, CSSBB, CQIA

      Malcolm Ladines, MS, MLS, BSN, RN, CSSBB, CQIA

      Business Director, Perioperative Services, Baylor University Medical Center // Baylor Scott & White Health
    • Douglas Reynolds, MBA

      Douglas Reynolds, MBA

      Business Manager, SLH Surgical Services, Canton Potsdam Hospital, Massena Hospital, Gouverneur Hospital // St. Lawrence Region of Rochester Regional Health
    • Sinéad Ingersoll, FACHE, FACMPE, MHA

      Sinéad Ingersoll, FACHE, FACMPE, MHA

      Chief Operating Officer // St. Lawrence Region of Rochester Regional Health
    • Jeffrey Eckdahl, RN, BSN, MBA, CSSM

      Jeffrey Eckdahl, RN, BSN, MBA, CSSM

      Director of Surgical Services // Guthrie Lourdes Hospital
    Business Management
    1:15pm – 2:15pm

    Measurements that matter: Inside the metrics perioperative leaders should be tracking

    Cybersecurity
    Technology

    What numbers should perioperative clinical and operational leaders be tracking, analyzing, and using to make decisions? Which measurements are truly the most important for perioperative leaders to track, and which aren’t so important? How do you assemble, access, view and analyze this data? This session will take you behind the numbers!

    • Thomas Davis, PE, MBA

      Thomas Davis, PE, MBA

      Director // Huron Consulting Group
    Operational Efficiency & Technology
    1:15pm – 2:15pm

    Assessing the risks, rewards and requirements of bringing high-acuity cases to the ASC

    Outpatient migration
    Patient safety

    An increasing number of procedures, and the increased patient volume that comes with them, have been migrating to ASCs for well over a decade. Now, with the possible elimination of CMS’ entire Inpatient-Only list in January 2028, high-acuity cases such as cardiovascular and complex spine that have traditionally been handled in hospital settings due to safety concerns are already making the move to the outpatient setting.

    What considerations should ASC leaders make to safely and profitably add high-acuity service lines? This panel will dive into the numerous factors that influence these crucial decisions.

    Learning objectives:

    • Evaluate the clinical and regulatory implications of shifting high-acuity procedures to the ASC setting by assessing how the potential elimination of the Centers for Medicare & Medicaid Services (CMS) Inpatient-Only list impacts case selection, patient safety requirements, and compliance considerations.
    • Identify key infrastructure, staffing, and credentialing requirements for high-acuity service lines by examining the operational readiness needed to support complex procedures, including facility capabilities, anesthesia support, privileging criteria, and emergency preparedness.
    • Analyze financial risks and opportunities associated with expanding into higher-acuity cases by exploring reimbursement dynamics, payor considerations, cost structures, and volume projections to determine how to safely scale services while maintaining profitability.
    • Akshay Tavkar, MBA, FACMPE, CASC

      Akshay Tavkar, MBA, FACMPE, CASC

      CEO // Skyline Healthcare Solutions
    • Deb Yoder, RN, MHA, BSN, CNOR, CASC

      Deb Yoder, RN, MHA, BSN, CNOR, CASC

      President // Aligned Surgery & Healthcare Consulting
    • Geri Eaves, BSN, RN, CASC, CNOR

      Geri Eaves, BSN, RN, CASC, CNOR

      Vice President of Ambulatory Services // MedHQ/Avanza Strategies
    Advanced Sterilization Products (ASP)
    ASC & Outpatient
    1:15pm – 2:15pm

    Better than we found it: Reimagining perioperative culture, leadership and our profession

    Workplace culture
    Leadership
    Performance improvement
    Professional development

    Perioperative culture is often shaped not only by what is taught, but by what is tolerated. Over time, inefficiencies, workarounds, and behaviors become normalized. That normalization impacts workforce engagement, psychological safety and, ultimately, patient outcomes. Yet those patterns are rarely examined through multiple lenses at once.

    This session brings together professionals with two distinct perspectives: a seasoned perioperative leader with over two decades of operating room and executive experience, and a second-career perioperative nurse and executive leadership coach who is experiencing the profession through the lens of an adult learner. Together, these two perspectives will illuminate the gap between what has been accepted and what should be challenged.

    Participants will explore common cultural challenges within perioperative teams, including normalized dysfunction, unspoken hierarchies, and the reliance on workarounds to sustain operations. The session will examine the impact of these patterns on workforce stability, team dynamics, and patient care while highlighting how experience can both inform and obscure opportunities for improvement.

    Moving beyond awareness, this interactive session will also focus on empowerment, particularly in terms of equipping both staff and leaders with practical approaches to influence cultural change. By integrating system-level design with individual leadership behaviors, participants will gain strategies to challenge accepted norms, foster psychological safety, and drive sustainable improvements within their practice environments. Participants will be encouraged reflect on their own role in shaping culture and to commit to leaving the profession better than they found it!

    Learning objectives: 

    • Identify common patterns of normalized dysfunction within perioperative culture such as workarounds, hierarchical barriers, and inefficient practices, and examine their impact on workforce engagement, psychological safety, and patient outcomes.
    • Differentiate between experience-informed practices that add value and those that unintentionally perpetuate ineffective or unsafe norms, using multiple perspectives to uncover blind spots in the perioperative environments.
    • Apply practical leadership behaviors and system-level strategies to challenge entrenched practices, foster psychological safety, and drive sustainable culture change within the perioperative setting.
    • Jennifer Jump, DNP, MSN, MBA, BSN, RN, NE-BC, CRNFA-E, CNOR

      Jennifer Jump, DNP, MSN, MBA, BSN, RN, NE-BC, CRNFA-E, CNOR

      CEO // JenVo Strategies
    • Jennifer Rovegno, RN, BSN, ACC

      Jennifer Rovegno, RN, BSN, ACC

      Founder // JSR Coaching
    SIPS Consults Corporation
    Leadership & Workforce
    1:15pm – 2:15pm

    Cybersecurity in the OR: Safeguarding patient safety and surgical workflow

    Cybersecurity
    Technology

    Cyberattacks on healthcare systems have escalated in frequency and complexity, posing significant risks to patient safety, operational continuity, and financial stability. The perioperative environment, dependent on interconnected technology, real-time data, and tightly coordinated workflows, is particularly vulnerable. This presentation will examine how cyber threats disrupt surgical services, drawing on real world incidents to highlight vulnerabilities in scheduling systems, anesthesia workstations, EHR connectivity, sterile processing communication, and critical equipment. Attendees will gain an understanding of the immediate and downstream consequences of system outages, including delays in surgical care, compromised documentation, communication failures, and increased clinical risk.

    This session will outline actionable strategies for OR leaders to strengthen cyber preparedness, including incident response planning, redundancy development, staff training, risk communication, and collaboration with IT and executive leadership. Emphasis will be placed on building resilience, maintaining patient safety during downtime, and ensuring rapid recovery after a breach. Attendees will be better equipped to lead their teams through cyber disruptions and safeguard the surgical environment from emerging digital threats.

    Learning objectives:

    • Recognize common cybersecurity threats in the operating room.
    • Understand how cyberattacks can affect patient safety and surgical operations.
    • Implement practical strategies to improve cybersecurity awareness and preparedness in perioperative settings.
    • Sharon Udy-Janczuk, EdD, MSN, RN, CNOR-PEDS, CPN, NE-BC

      Sharon Udy-Janczuk, EdD, MSN, RN, CNOR-PEDS, CPN, NE-BC

      Perioperative Services, Clinical Nurse Educator, Transition to Practice // Nemours Children's Health
    • Barbara Shannon, DNP, MBA, MSN, BSN, RN, CNOR

      Barbara Shannon, DNP, MBA, MSN, BSN, RN, CNOR

      Administrator, Surgery Center, Malvern // Nemours Children's Health
    • Jacqueline Jenkins, RN, MSN, CNOR

      Jacqueline Jenkins, RN, MSN, CNOR

      Director of Perioperative Services // Nemours Children's Health
    Quality, Safety & Regulatory Readiness
    2:30pm 3 Hrs, 30 mins
    2:30pm – 6:00pm

    Periop Networking & Innovation Hall Open

    The Periop Networking & Innovation Hub is an epicenter of connection, collaboration, and discovery of new products and solutions for your perioperative suite, comprised of educational sessions, hands-on learning with exhibitors, networking events, parties, and a little healthy competition. The enhancements we have made will transcend your experience with exhibitors, your knowledge of clinical excellence and perioperative management, and your network of peer resources.

    Step into the future of perioperative excellence at the Periop Networking & Innovation Hub – your ultimate haven for immersive, experiential education at Periop Leader Week!

    This is where cutting-edge exhibitor product demonstrations, the latest research, and the brightest minds across perioperative services converge to elevate your clinical knowledge.

    Periop Networking & Innovation Hall
    3:00pm 45 mins
    3:00pm – 3:30pm

    Great care is great business: Surgical safety as the foundation for financial performance, presented by LiveData

    This session explores how traditional safety practices can generate real-time operational data that modernize the way hospitals manage the operating room.

    Every day, periop leaders balance operational issues - from patient safety to efficiency - with incomplete information.

    Participants will examine how structured workflows produce more complete and reliable information, how AI can help teams answer longstanding questions about OR performance, and how operational analytics support financially responsible decision-making.

    Attendees will leave with practical strategies for improving communication; strengthening perioperative governance; and connecting safety, operational efficiency, and financial performance within their own organizations.

    Learning objectives:

    • Describe how standardized perioperative workflows improve communication, patient safety, and operational consistency.
    • Discuss how both AI and evidence-based OR decision-making rely on timely, trustworthy data.
    • Identify opportunities to improve OR performance through tools that enhance workflow visibility and financial stewardship. 
    • Jeffrey Oliver, Lt Col, Ret., CCNS, CNOR

      Jeffrey Oliver, Lt Col, Ret., CCNS, CNOR

      Clinical Support Specialist // LiveData
    • Chris Eaton

      Chris Eaton

      Senior Product Manager // LiveData
    LiveData
    Innovation Hall Education
    3:00pm – 3:45pm

    Afternoon Refreshment Break in the Hall

    Step into the Periop Networking & Innovation Hall and recharge with purpose.

    The Afternoon Refreshment Break is your time to connect, explore, and refuel. Grab a drink, meet peers facing similar challenges, and discover solutions designed to improve staffing, efficiency, and performance.

    Make every minute count and leave with ideas you can put into action.

    Periop Networking & Innovation Hall
    3:15pm 30 mins
    3:15pm – 3:45pm

    A synergistic foundation for postoperative pain management, presented by Heron Therapeutics

    An innovative local anesthetic, designed to overcome the challenges at the surgical site to potentiate the analgesic effect of bupivacaine for up to 72 hours, is applied directly into the surgical site via needle-free instillation. Learn the potential impact this product can have on postoperative pain management and how you can reduce or eliminate the need for opioids in many patients following surgery without compromising superior pain relief.

    • Randy Robbins. MD

      Randy Robbins. MD

      President // Valiant Anesthesia Associates, PLLC
    Heron Therapeutics
    Innovation Hall Education
    3:30pm 30 mins
    3:30pm – 4:00pm

    Poster Presentations

    Explore real-world solutions shared by your peers. Poster Presentations offer a chance to connect directly with researchers, ask questions, and learn how teams are addressing staffing, efficiency, safety, and performance challenges in their own organizations.

    Submit a poster presentation proposal at www.periopleader.com/posters 

    Review and evaluate three posters to earn one additional CE credit while gaining practical ideas you can adapt to your setting.

    Stop by, start a conversation, and leave with insights you can put into action.

    Innovation Hall Education
    3:45pm 30 mins
    3:45pm – 4:15pm

    Coordinating case planning to reduce late-stage cancellations, presented by LeanTaaS

    Late-stage surgical cancellations are often treated as day-of-surgery problems, but they frequently begin earlier with fragmented documentation, inconsistent clinical review, variable patient communication, unclear ownership, and readiness gaps that are not escalated in time. A missed record, medication instruction, clinical concern, or transportation plan can leave staffed OR time unused and disrupt patients and clinicians.

    In this expert-led CE booth session, perioperative leaders will examine how coordinated Case Planning can make readiness work more reliable. Presenters will share practical strategies for standardizing requirements, clarifying ownership, routing patients to the appropriate preparation pathway, completing outreach consistently, and escalating unresolved gaps before they threaten the schedule. The session will also explore how shared visibility and workflow automation can support execution at scale without replacing clinical judgment.

    Published evidence underscores the opportunity: roughly 14% of elective cases cancel within seven days of surgery, with 3%-6% falling on the day itself—most for preventable readiness reasons. Other studies report lower cancellation rates with structured preoperative assessment and a 53% reduction in daily cancellations after scripted pre-op calls. Attendees will leave with practical approaches to reduce manual follow-up, address gaps earlier, and protect staffed OR time.

    Learning objectives:

    • Identify the fragmented workflows and readiness gaps that contribute to late-stage cancellations, including documentation, clinical review, patient outreach, ownership, follow-up, and escalation.
    • Describe how perioperative leaders can move from disconnected readiness tasks to a coordinated Case Planning process that standardizes requirements, prioritizes patients, and supports timely follow-through.
    • Evaluate practical metrics for measuring progress, including 24-hour cancellation rate, Case Readiness Lead Time, Cancellation Lead Time, Case Reschedule Rate, unresolved requirements near surgery day, and manual nursing time.
    • Amy Steele, RN, BSN, CNOR

      Amy Steele, RN, BSN, CNOR

      Associate Director, Customer Success // LeanTaaS
    • Jenna Houtz, MBA, BSN, RN

      Jenna Houtz, MBA, BSN, RN

      Senior Manager of Customer Success // LeanTaaS
    LeanTaaS
    Innovation Hall Education
    3:45pm – 4:15pm

    Choose your own ASC adventure: The ASC growth gamble, presented by STERIS

    This interactive presentation places attendees in the role of a new OR Director at a six-OR ambulatory surgery center preparing for growth. The ASC wants to increase surgical volume, onboard a new orthopedic provider, and explore adding cystoscopy or endoscopy services.

    Attendees will make branching decisions that shape the ASC’s future. Each choice includes operational and compliance trade-offs, helping leaders see how growth decisions affect Sterile Processing, documentation, equipment, staffing, workflow, and the physical environment.

    Learning objectives:

    • Identify how Sterile Processing ownership, competency, and technical expertise impact ASC growth and compliance readiness.
    • Evaluate how documentation, traceability, provider onboarding, and workflow design support safe and defensible reprocessing practices.
    • Assess how equipment, infrastructure, and physical environment decisions affect an ASC’s ability to expand surgical services safely.
    • Garrett Hollembeak CRCST, CIS, CHL, CER, CIC

      Garrett Hollembeak CRCST, CIS, CHL, CER, CIC

      Editor-in-Chief // Transmission Control
    • Dawn Pfeiffer, RN, CASC, CAIP

      Dawn Pfeiffer, RN, CASC, CAIP

      Director, Professional Services for ASC // STERIS
    STERIS
    Innovation Hall Education
    4:00pm 30 mins
    4:00pm – 4:30pm

    Perioperative Supply Chain Maturity Model: A framework for benchmarking perioperative operations, presented by ReadySet Surgical

    Perioperative care depends on hospitals, vendors, and surgical teams staying coordinated across the surgical journey, yet no single person sees the whole loop, and most organizations have no shared way to describe how well it works. When coordination breaks down, the cost surfaces in the two places that matter most: patient safety and financial performance.

    This session will describe a Perioperative Supply Chain Maturity Model that makes those connections visible, mapping pre-case, in-case, and post-case work and describing what strong performance looks like across four stages of maturity, from Basic to Dynamic, including what each stage means for safety and the bottom line. This session covers how the model was developed, how to recognize where your organization sits today, and how to use that picture to decide what to fix first.

    Learning objectives: 

    • Understand why the Perioperative Supply Chain Maturity Model was built and the gap it was designed to close
    • Recognize the four stages of perioperative supply chain maturity and understand how to identify where your organization sits today
    • Learn how to utilize an assessment tool to prioritize what to fix first, starting with the gaps that carry the most clinical and financial risk
    • Brendan Shaw

      Brendan Shaw

      Chief Revenue Officer // ReadySet Surgical
    ReadySet Surgical
    Innovation Hall Education
    4:30pm 1 Hr, 30 mins
    4:30pm – 5:00pm

    An OR manager’s guide to leading SPD, presented by STERIS

    This interview-style presentation is designed for OR leaders who oversee Sterile Processing but may have limited SPD technical training.

    The session will explore how OR leaders can successfully lead SPD through delegation, accountability, communication, and trust-building. The focus is not on making OR leaders technical experts, but on helping them know what questions to ask, where to find expertise, how to support the team, and how to measure progress.

    Learning objectives:

    • Describe common challenges OR leaders face when assuming responsibility for Sterile Processing.
    • Identify sources of technical expertise and support that can help OR leaders make informed SPD decisions.
    • Apply communication, delegation, and accountability strategies that build trust and improve SPD performance.
    • Bobby Parker, MDiv, CRCST, CIS, CER, CHL

      Bobby Parker, MDiv, CRCST, CIS, CER, CHL

      Vice President, Clinical Solutions // Beyond Clean
    • Marjorie Wall, EDBA, MSCO, CRCST, CIS, CHL, CSSBB

      Marjorie Wall, EDBA, MSCO, CRCST, CIS, CHL, CSSBB

      Vice President, Processing Optimization and Customer Success // STERIS
    STERIS
    Innovation Hall Education
    4:30pm – 5:00pm

    Solving the $PD production and quality challenge, presented by SpecialtyCare

    Having production and quality issues in your SPD? If so, this session is for you. Come to learn about the Key Drivers to SPD success, the costs associated with poor performance, and how a Quality Management System can work to solve the problems.

    Learning objectives:

    • Understand the three primary goals for every SPD
    • Understand the four Key Drivers that will determine if the SPD goals can be met 
    • Learn how a data-driven approach using Lean Six Sigma applications leads to success in SPD
    • Gregory Agoston, BS, MBA, CRCST, Lean Six Sigma

      Gregory Agoston, BS, MBA, CRCST, Lean Six Sigma

      Vice President, Client Services // SpecialtyCare
    SpecialtyCare
    Innovation Hall Education
    4:30pm – 6:00pm

    Opening Welcome Reception

    Kick off Periop Leader Week with an evening designed to connect, celebrate, and energize. Join us in the Periop Networking & Innovation Hall for our Welcome Reception—where great conversations meet great food, drinks, and interactive experiences.

    This is your opportunity to reconnect with peers, meet new colleagues, and explore the latest solutions from our industry partners in a relaxed, high-energy setting. From engaging activities to meaningful conversations, it’s the perfect way to celebrate the start of the week and begin building the relationships that will carry through your entire experience.

    Come for the welcome. Stay for the connections.

    Networking Events
    4:45pm 30 mins
    4:45pm – 5:15pm

    Improving your surgical instrument IQ: How innovations in surgical instrument management can improve efficiency and reduce costs in your hospital, presented by SureCount Surgical

    Hospitals are under increasing pressure to improve operating room efficiency, reduce sterile processing workload, control costs, and address persistent staffing shortages. This presentation explores how surgical instrument optimization, standardization, visual organization, and innovative tray design can improve workflow, reduce waste, and generate measurable financial savings throughout the perioperative environment.

    • Learning objectives:
    • Describe how excessive surgical instrumentation impacts efficiency, labor utilization, and workflow in the OR and SPD.
    • Identify limitations of traditional instrument management methods and the value of standardization, organization, and user guidance.
    • Discuss how innovative surgical instrument management strategies improve efficiency, sustainability, and reduce costs.
    • Renee Hege, CST, AGE

      Renee Hege, CST, AGE

      Director, Clinical and Educational Services // SureCount Surgical
    SureCount Surgical
    Innovation Hall Education
    5:30pm 30 mins
    5:30pm – 6:00pm

    Periop Pulse: Recruiting and retaining military veterans in perioperative services

    Military veterans have a walth of knowledge and experience to offer potential employers. They're resilient, they have a strong sense of hierarchy and what it takes to lead, and they bring a strong sense of discipline and work ethic. However, it can sometimes be difficult for veterans to successfully make the transition to work in private industry such as healthcare settings.

    In this panel discussion, two perioperative leaders who successfully made that transition to civilian employment explain just what it takes from both cultural and practical standpoints to successfully access, integrate and retain top military talent into all levels of perioperative services.

    Learning objectives:

    • Understand the unique needs of military veterans who are entering the civilian workforce.
    • Develop strategies to engage, employ and retain military veterans in perioperative services.
    • Foster a cultural environment in which military veterans can flourish in perioperative services.
    • Christian T. Melendez, DNP, MSN, RN, NEA-BC, CNOR, CNL

      Christian T. Melendez, DNP, MSN, RN, NEA-BC, CNOR, CNL

      Director, Perioperative Services, Parkridge Baptist Hospital // Prisma Health
    • Jennifer Vieau, RN, MSN, MHA, CNOR, CRCST, CIS, CHL, CER

      Jennifer Vieau, RN, MSN, MHA, CNOR, CRCST, CIS, CHL, CER

      System Director, Sterile Processing // Duke Health
    Innovation Hall Education

Tuesday, October 6

    7:00am 1 Hr, 15 mins
    7:00am – 8:15am

    Breakfast Presentation, presented by: Qventus

    Start your day with fresh insights and practical strategies at our sponsored breakfast session. Hosted by one of our trusted industry partners, these morning presentations are designed to deliver actionable ideas that address the real challenges perioperative leaders face—from staffing and efficiency to financial performance and patient care.

    Enjoy breakfast while hearing directly from experts and solution providers who are helping organizations like yours drive measurable results. Walk away with new perspectives, proven approaches, and tools you can put into action right away.

    Fuel your morning—and your strategy—for the day ahead.

    Open to Premier, All-Access, Conference, Speakers, Committee, Volunteer, Press, and Exhibitor Conference Passholders.

    Qventus
    Networking Events
    7:00am – 8:15am

    Breakfast Presentation: From guidelines to practice: Elevating surgical gloving performance, presented by Mölnlycke

    Patient safety
    Infection prevention
    Supply management

    Compliance with clinical practice guidelines is the foundation of patient safety and risk mitigation in the perioperative setting. While the clinical evidence supporting surgical gloving protocols is undeniable, long-term compliance frequently fails due to a critical, overlooked obstacle: poor glove fit. When gloves do not fit properly, clinicians experience fatigue and decreased range of motion, often compromising safety to maintain comfort.

    This session will equip perioperative leaders with targeted strategies to overcome staff resistance and eliminate surgical glove fit barriers.

    Learning objectives:

    • Identify perioperative guidelines for surgical gloving practice.
    • Discuss the barriers to following evidence-based practice guidelines.
    • Leverage clinical and performance data, product innovation, and design to assist in guideline compliance.
    • Foster a collaborative culture that champions continuous process improvement.
    • Chad Flora, BSN, RN, CNOR

      Chad Flora, BSN, RN, CNOR

      Clinical Director // Mölnlycke Healthcare
    • Katherine Dziak, MS

      Katherine Dziak, MS

      Product Development Director, Gloves // Mölnlycke Healthcare
    Mölnlycke Healthcare
    Networking Events
    8:30am 1 Hr
    8:30am – 9:30am

    Who did you let into your OR? The dirty truth about credentialing failures

    Credentialing
    Patient safety
    Staff development
    New leaders

    This presentation will expose the real-world consequences of breakdowns in credentialing and privileging across healthcare facilities of all sizes. From overlooked red flags to incomplete verification and weak oversight, this session uncovers how system failures—not just individual mistakes—can allow unqualified or impaired practitioners into the operating room. Through compelling case examples, regulatory insights, and audit findings, attendees will learn where processes fail, why they fail, and how to build resilient, defensible credentialing systems that protect patients and organizations alike.

    Learning objectives:

    • Identify common credentialing and privileging breakdowns across healthcare facilities that contribute to patient safety risks, regulatory deficiencies, and liability exposure.
    • Evaluate real-world scenarios to recognize warning signs, process gaps, and system-level failures that allow unsafe practitioners to obtain or maintain privileges. 
    • Apply best practices to strengthen credentialing, privileging, and ongoing monitoring processes (including FPPE/OPPE) to ensure compliance, accountability, and patient safety.
    • Nyleen I. Flores, BA, FMSP, CPMSM, CPCS, CPCO, CPES, CASC

      Nyleen I. Flores, BA, FMSP, CPMSM, CPCS, CPCO, CPES, CASC

      Administrator // Lake Oconee Orthopedics
    Quality, Safety & Regulatory Readiness
    8:30am – 9:30am

    Help wanted: Real solutions to ASC staffing issues

    Staffing
    Leadership

    Many ASCs are having a difficult time recruiting and retaining valuable staff members and providers such as nurses, anesthesia professionals and sterile processing techs. In addition to shortages of quality, qualified potential team members in the local and national labor pool, ASCs often find themselves competing for available talent with much larger hospitals and health systems that can offer payment and benefit packages that exceed what many surgery centers can offer.

    In this interactive panel discussion, ASC leaders and staffing experts will discuss what it really takes to recruit and capture talent – as well as hold onto that talent for the long term – in 2026 and beyond.

    • Cindy Hess, MSN, RN, FNP-C, CNAMB

      Cindy Hess, MSN, RN, FNP-C, CNAMB

      Director of Nursing // Northeast Missouri Ambulatory Surgery Center
    Advanced Sterilization Products (ASP)
    ASC & Outpatient
    8:30am – 9:30am

    Refuel your leadership tank: Building your mindset and energy for the long run

    Professional development
    Leadership
    New leaders

    The stress, pace, and responsibility of perioperative leadership can weigh heavily on both the mind and body. In this interactive, informative, and fun session, healthcare leader Hazel Boyd — seasoned advisor, serial marathon runner, and professionally trained personal development and mindset mentor — will explore the personal impact of leadership in today’s healthcare environment.

    Ms. Boyd will help participants gauge the level of burnout in the room, share practical strategies for leading high‑performing teams while managing fatigue, and outline steps leaders can take to strengthen their mindset, energy, and resilience.

    If you’re feeling exhausted, overwhelmed, or simply running low, this session will lift you up and equip you with tools you can carry through the days, weeks, months, and years ahead in your career.

    Learning objectives:

    • Identify key contributors to leadership burnout and describe how mindset, energy management, and leadership behaviors influence personal well‑being and team resilience.
    • Assess your own risk for burnout and leadership strain using guided reflection and self‑assessment tools, and interpret results to identify priority areas for renewal and growth.
    • Select and commit to evidence‑informed leadership strategies that support sustained energy, healthy work environments, and long‑term engagement for yourself and your teams.
    • Hazel Boyd, MBA

      Hazel Boyd, MBA

      Operations Manager, Transition & Occupancy Planning // Boston Children's Hospital
    SIPS Consults Corporation
    Leadership & Workforce
    8:30am – 9:30am

    Death by data: The numbers periop business leaders should actually track … and what to do with them

    Performance improvement
    New leaders

    Drowning in data? Nonplussed by numbers? At a loss with analytics? Your peers are here to help! Discuss the truly important metrics that periop business leaders should be tracking -- and using to make crucial decisions -- in this spirited peer-to-peer roundtable discussion.

    Get insight on who and what you should be benchmarking your facility’s performance against, a better understanding of what your dashboards and reports are telling you, how to flow the right data to senior leadership, and much more.

    If you’re struggling with what to do with all of your data, how to interpret it, and how to put it into action at your facility, this session provides a great chance to speak in person with your peers and form relationships you can rely upon as periop business leaders swim resolutely forward in an ever-deepening ocean of data.

    • Matt Relano, MHA

      Matt Relano, MHA

      Director, Business Operations, Perioperative and Procedural Services // Banner University Medical Center
    • Stephen Spake, MBA, MHA, PMP, CCP-F, CST

      Stephen Spake, MBA, MHA, PMP, CCP-F, CST

      Senior Surgery Management Consultant // Sullivan Healthcare Consulting
    • Shane O’Neill, FACHE

      Shane O’Neill, FACHE

      Chief Operating Officer - Baylor Scott & White Medical Center - Centennial // Baylor Scott & White Health
    Business Management
    8:30am – 9:30am

    Designing ORs for maximum efficiency, safety and throughput

    OR design
    Performance improvement

    Efficiency in the operating room isn’t just about the people who work there. It’s also about the design and structure of the operating room itself. Panelists will share insights and ideas about how to improve the design and layouts of your existing ORs with the goal of maximizing efficiency, and provide a solid grounding for the factors you should consider and address when building new ORs.

    • Deb Yoder, RN, MHA, BSN, CNOR, CASC

      Deb Yoder, RN, MHA, BSN, CNOR, CASC

      President // Aligned Surgery & Healthcare Consulting
    • Akshay Tavkar, MBA, FACMPE, CASC

      Akshay Tavkar, MBA, FACMPE, CASC

      CEO // Skyline Healthcare Solutions
    Operational Efficiency & Technology
    9:45am 13 Hrs
    9:45am – 10:45am

    Aligning the framework: Building integrated workflows for accreditation readiness, efficiency, and growth in the ASC, presented by Fortive Infection Prevention Group: ASP | Censis | Pegasys

    Ambulatory Surgery Centers are facing increasing pressure to improve operational efficiency, maintain accreditation readiness, and support growing procedural volumes with limited resources. While documentation, instrument management, sterile processing, preference cards, and throughput are often addressed as separate operational priorities, these areas are deeply interconnected and can have a significant impact on overall performance.

    This session will explore how ASC leaders can evaluate these challenges through a connected workflow approach. Attendees will gain insights into the relationship among documentation practices, accreditation requirements, sterile processing operations, and procedural readiness, while examining strategies to improve efficiency, reduce workflow friction, and support sustainable growth. Participants will leave with a practical framework for assessing workflow performance across the perioperative and sterile processing continuum and identifying opportunities for operational improvement.

    Learning objectives:

    • Explain how documentation, accreditation readiness, and sterile processing workflows interconnect to identify gaps that impact ASC performance.
    • Identify workflow-based opportunities to improve throughput and resource utilization across the perioperative and sterile processing continuum.
    • Evaluate operational or technology-enabled strategies that support compliance, efficiency and long-term ASC growth.
    • Hope Byer-Everd, BSN, RN, LNC

      Hope Byer-Everd, BSN, RN, LNC

      Clinical Education Consultant // Advanced Sterilization Products (ASP)
    • Melissa Higgins, CST

      Melissa Higgins, CST

      Director, Customer Advancement // Censis Technologies
    Advanced Sterilization Products (ASP)
    ASC & Outpatient
    9:45am – 10:45am

    Leadership & Workforce Session, presented by: SIPS Healthcare Solutions

    Sponsor-led sessions at Periop Leader Week are designed to deliver practical solutions to today’s most pressing perioperative challenges directly from organizations working alongside leaders in the field. Each session is tailored to its breakout track, offering focused insights on staffing, efficiency, financial performance, technology, and workflow optimization. Expect real-world applications, actionable tools, and opportunities to explore innovative approaches that can be implemented immediately, helping you make more informed decisions for your team, your operations, and your organization.

    Sessions to be presented by: SIPS Healthcare Solutions

    SIPS Consults Corporation
    Leadership & Workforce
    9:45am – 10:45am

    Quality, Safety & Regulatory Readiness Session, presented by: Ambient

    Sponsor-led sessions at Periop Leader Week are designed to deliver practical solutions to today’s most pressing perioperative challenges directly from organizations working alongside leaders in the field. Each session is tailored to its breakout track, offering focused insights on staffing, efficiency, financial performance, technology, and workflow optimization. Expect real-world applications, actionable tools, and opportunities to explore innovative approaches that can be implemented immediately, helping you make more informed decisions for your team, your operations, and your organization.

    Sessions to be presented by: Ambient

    Aimbient
    Quality, Safety & Regulatory Readiness
    9:45am – 10:45am

    Streamlining the surgical suite: Shifting from manual OR documentation to AI-powered capture | Presented by AssistIQ

    Operating rooms generate up to 70% of a hospital’s total revenue, making them the most financially critical business units in healthcare. Yet managing them effectively relies on an incomplete data story. Traditionally, busy circulating nurses have been forced to navigate complex decision trees—handling barcode failures, scanning RFID tags, or manually searching incomplete item masters, while also caring for patients, supporting doctors, and interfacing with families. Because clinical priorities like patient safety, sterility, and room turnover naturally take precedence over clerical tasks, intraoperative documentation carries an overall error rate as high as 17%, climbing to over 38% when delayed. This documentation gap represents direct margin loss, as high-value implants, tissues and supplies routinely go unrecorded and unbilled. 

    To mitigate this data integrity gap, hospitals have historically “band-aided” the problem with parallel paper records or bolt-on, additive point solutions. These manual workarounds fail to solve the foundational issue, and leave backend Al-powered dashboards to analyze a structurally unreliable foundation of inputs. Instead of relieving the already high cognitive burden of clinical teams, these tools increase the risk of error and potentially take attention away from the most important people in the OR: the patients.

    Seeking to address these long-standing inefficiencies, several health systems in the last year have moved away from patchwork legacy systems to AssistIQ’s computer vision capture platform. AssistIQ shifts the nursing role from manual, in-case data entry to expert verification and oversight. Items are recognized automatically in real-time as they are opened even when they are not in the hospital ERP item master, capturing over 98% of supplies, implants, and tissues while removing manual work for clinicians.

    This practical implementation of AI eliminates the tedious “busy work” of manual tracking, allowing nurses to refocus on patient care while drastically strengthening the hospital’s bottom line. Early deployments have demonstrated transformative operational and financial outcomes. Join industry leaders with hands-on experience in a discussion moderated by AssistIQ’s Director of Customer Delivery, Amy Brown, MHA, as they share their real-world journeys from documentation fatigue and data gaps to automated data integrity and more time spent focusing on what matters most: the patient.  

    Learning objectives:

    • Analyze the limits of legacy workflows: Understand why traditional OR and procedural documentation workflows, such as barcode scanning and manual entry, lead to high error rates and structural data gaps.
    • Implement practical AI for clinical efficiency: Discover how computer vision capture acts as a practical clinical tool to automate busy work, moving the nurse’s role from manual data entry to expert verification without changing professional accountability.
    • Quantify financial and operational outcomes: Review relevant data from AssistIQ partners to examine how automated capture impacts contribution margin and waste recovery with visibility for perioperative, supply chain and revenue integrity teams. Hear from industry leaders with hands-on experience about outcomes they have seen inside a few months.
    • Improve patient safety and workforce satisfaction: Identify how eliminating the intraoperative documentation burden frees up time for technicians, nurses and other teams while unlocking precise, real-time data necessary for quality and efficiency.
    • Differentiate True Infrastructure from “Bolt-on” Solutions: Evaluate why additive dashboards and point solutions fail to resolve OR data integrity issues when layered over incomplete inputs.
    Assist IQ
    Business Management
    9:45am – 10:45pm

    Operational Efficiency & Technology Session, presented by: Opmed.ai

    Sponsor-led sessions at Periop Leader Week are designed to deliver practical solutions to today’s most pressing perioperative challenges directly from organizations working alongside leaders in the field. Each session is tailored to its breakout track, offering focused insights on staffing, efficiency, financial performance, technology, and workflow optimization. Expect real-world applications, actionable tools, and opportunities to explore innovative approaches that can be implemented immediately, helping you make more informed decisions for your team, your operations, and your organization.

    Sessions to be presented by: Opmed.AI

    Opmed.AI
    Operational Efficiency & Technology
    11:00am 4 Hrs
    11:00am – 3:00pm

    Periop Networking & Innovation Hall Open

    The Periop Networking & Innovation Hub is an epicenter of connection, collaboration, and discovery of new products and solutions for your perioperative suite, comprised of educational sessions, hands-on learning with exhibitors, networking events, parties, and a little healthy competition. The enhancements we have made will transcend your experience with exhibitors, your knowledge of clinical excellence and perioperative management, and your network of peer resources.

    Step into the future of perioperative excellence at the Periop Networking & Innovation Hub – your ultimate haven for immersive, experiential education at Periop Leader Week!

    This is where cutting-edge exhibitor product demonstrations, the latest research, and the brightest minds across perioperative services converge to elevate your clinical knowledge.

    Periop Networking & Innovation Hall
    11:15am 1 Hr
    11:15am – 12:00pm

    Poster Presentations

    Performance improvement
    Professional development
    Workflow
    Patient safety

    Explore real-world solutions shared by your peers. Poster Presentations offer a chance to connect directly with researchers, ask questions, and learn how teams are addressing staffing, efficiency, safety, and performance challenges in their own organizations.

    Submit a poster presentation proposal at www.periopleader.com/posters

    Review and evaluate three posters to earn one additional CE credit while gaining practical ideas you can adapt to your setting.

    Stop by, start a conversation, and leave with insights you can put into action.

    Innovation Hall Education
    11:15am – 12:15pm

    Game show: Test your ASC legal, regulatory and compliance knowledge!

    Compliance
    Regulatory readiness
    New leaders

    Are you ready to compete for prizes and glory in Periop Leader Week’s game show for ASC leaders? Prepare to test your acumen in legal, regulatory and compliance issues during this interactive event.

    Your host will ask a series of multiple-choice questions on these topics that you’ll anonymously answer right on your phone. We’ll not only keep score to award prizes, but you also might learn a thing or two about avoiding some critical administrative errors and blind spots that could make or break your ASC. After each question, there will be a brief discussion led by ASC experts Beverly Kirchner and Nyleen Flores about the correct answer, and audience members will have the opportunity to ask questions about each answer, making this competition a great learning experience as well.

    Don’t miss this hour of fun, education, connection and (as we wish for every player in this competition) winning!

    Learning objectives:

    • Recognize common legal, regulatory, and compliance pitfalls in ASC operations by identifying high-risk scenarios and frequent administrative errors that can expose ASCs to citations, penalties, or litigation
    • Differentiate correct vs. incorrect responses to real-world compliance scenarios by applying knowledge of key regulations and standards, including those from the Centers for Medicare & Medicaid Services and The Joint Commission, to select appropriate actions in case-based questions
    • Apply practical strategies to mitigate risk and strengthen compliance programs by translating insights from game scenarios into actionable steps that improve policy adherence, documentation practices, and overall regulatory readiness.
    • Beverly Kirchner, MSN, RN, CNOR, CNAMB

      Beverly Kirchner, MSN, RN, CNOR, CNAMB

      Vice President of Compliance // TriasMD
    • Nyleen I. Flores, BA, FMSP, CPMSM, CPCS, CPCO, CPES, CASC

      Nyleen I. Flores, BA, FMSP, CPMSM, CPCS, CPCO, CPES, CASC

      Administrator // Lake Oconee Orthopedics
    ASC & Outpatient
    11:30am 30 mins
    11:30am – 12:00pm

    Choose your own ASC adventure: The ASC growth gamble, presented by STERIS

    This interactive presentation places attendees in the role of a new OR Director at a six-OR ambulatory surgery center preparing for growth. The ASC wants to increase surgical volume, onboard a new orthopedic provider, and explore adding cystoscopy or endoscopy services.

    Attendees will make branching decisions that shape the ASC’s future. Each choice includes operational and compliance trade-offs, helping leaders see how growth decisions affect Sterile Processing, documentation, equipment, staffing, workflow, and the physical environment.

    Learning objectives:

    • Identify how Sterile Processing ownership, competency, and technical expertise impact ASC growth and compliance readiness.
    • Evaluate how documentation, traceability, provider onboarding, and workflow design support safe and defensible reprocessing practices.
    • Assess how equipment, infrastructure, and physical environment decisions affect an ASC’s ability to expand surgical services safely.
    • Garrett Hollembeak CRCST, CIS, CHL, CER, CIC

      Garrett Hollembeak CRCST, CIS, CHL, CER, CIC

      Editor-in-Chief // Transmission Control
    • Dawn Pfeiffer, RN, CASC, CAIP

      Dawn Pfeiffer, RN, CASC, CAIP

      Director, Professional Services for ASC // STERIS
    STERIS
    Innovation Hall Education
    11:30am – 12:00pm

    Coordinating case planning to reduce late-stage cancellations, presented by LeanTaaS

    Late-stage surgical cancellations are often treated as day-of-surgery problems, but they frequently begin earlier with fragmented documentation, inconsistent clinical review, variable patient communication, unclear ownership, and readiness gaps that are not escalated in time. A missed record, medication instruction, clinical concern, or transportation plan can leave staffed OR time unused and disrupt patients and clinicians.

    In this expert-led CE booth session, perioperative leaders will examine how coordinated Case Planning can make readiness work more reliable. Presenters will share practical strategies for standardizing requirements, clarifying ownership, routing patients to the appropriate preparation pathway, completing outreach consistently, and escalating unresolved gaps before they threaten the schedule. The session will also explore how shared visibility and workflow automation can support execution at scale without replacing clinical judgment.

    Published evidence underscores the opportunity: roughly 14% of elective cases cancel within seven days of surgery, with 3%-6% falling on the day itself—most for preventable readiness reasons. Other studies report lower cancellation rates with structured preoperative assessment and a 53% reduction in daily cancellations after scripted pre-op calls. Attendees will leave with practical approaches to reduce manual follow-up, address gaps earlier, and protect staffed OR time.

    Learning objectives:

    • Identify the fragmented workflows and readiness gaps that contribute to late-stage cancellations, including documentation, clinical review, patient outreach, ownership, follow-up, and escalation.
    • Describe how perioperative leaders can move from disconnected readiness tasks to a coordinated Case Planning process that standardizes requirements, prioritizes patients, and supports timely follow-through.
    • Evaluate practical metrics for measuring progress, including 24-hour cancellation rate, Case Readiness Lead Time, Cancellation Lead Time, Case Reschedule Rate, unresolved requirements near surgery day, and manual nursing time.
    • Amy Steele, RN, BSN, CNOR

      Amy Steele, RN, BSN, CNOR

      Associate Director, Customer Success // LeanTaaS
    • Jenna Houtz, MBA, BSN, RN

      Jenna Houtz, MBA, BSN, RN

      Senior Manager of Customer Success // LeanTaaS
    LeanTaaS
    Innovation Hall Education
    12:15pm 30 mins
    12:15pm – 12:45pm

    Great care is great business: Surgical safety as the foundation for financial performance, presented by LiveData

    This session explores how traditional safety practices can generate real-time operational data that modernize the way hospitals manage the operating room.

    Every day, periop leaders balance operational issues - from patient safety to efficiency - with incomplete information.

    Participants will examine how structured workflows produce more complete and reliable information, how AI can help teams answer longstanding questions about OR performance, and how operational analytics support financially responsible decision-making.

    Attendees will leave with practical strategies for improving communication; strengthening perioperative governance; and connecting safety, operational efficiency, and financial performance within their own organizations.

    Learning objectives:

    • Describe how standardized perioperative workflows improve communication, patient safety, and operational consistency.
    • Discuss how both AI and evidence-based OR decision-making rely on timely, trustworthy data.
    • Identify opportunities to improve OR performance through tools that enhance workflow visibility and financial stewardship. 
    • Jeffrey Oliver, Lt Col, Ret., CCNS, CNOR

      Jeffrey Oliver, Lt Col, Ret., CCNS, CNOR

      Clinical Support Specialist // LiveData
    • Chris Eaton

      Chris Eaton

      Senior Product Manager // LiveData
    LiveData
    Innovation Hall Education
    12:30pm 45 mins
    12:30pm – 1:15pm

    Peer-to-Peer Roundtable Discussions

    Some of the best conversations at Periop Leader Week happen around a table. Pull up a chair and join an informal, facilitated discussion on the hot topics shaping perioperative leadership right now. Each roundtable is hosted by an experienced periop leader who keeps the conversation moving and the insights flowing. Come ready to share, ask, and connect with peers who get exactly what you're dealing with.

    Networking Events
    12:45pm 30 mins
    12:45pm – 1:15pm

    One push for 48 hours of PONV prevention, presented by Heron Therapeutics

    PONV remains one of the most undesirable and costly complications in modern perioperative care. Despite guideline-based prophylaxis, 20-30% of patients still experience PONV, leading to extended PACU stays, clinical complications, unplanned admissions and reduced patient satisfaction. Importantly, patients rank vomiting as the single most distressing postoperative complication, even more than pain.

    At this symposium, you will learn about a proven, long-lasting, safe antiemetic, ideally suited to use as the foundation of a multimodal approach for patients at medium-to-high risk of developing PONV, with a 48-hour duration of action.

    • Randy Robbins. MD

      Randy Robbins. MD

      President // Valiant Anesthesia Associates, PLLC
    Heron Therapeutics
    Innovation Hall Education
    1:00pm 30 mins
    1:00pm – 1:30pm

    An OR manager’s guide to leading SPD, presented by STERIS

    This interview-style presentation is designed for OR leaders who oversee Sterile Processing but may have limited SPD technical training.

    The session will explore how OR leaders can successfully lead SPD through delegation, accountability, communication, and trust-building. The focus is not on making OR leaders technical experts, but on helping them know what questions to ask, where to find expertise, how to support the team, and how to measure progress.

    Learning objectives:

    • Describe common challenges OR leaders face when assuming responsibility for Sterile Processing.
    • Identify sources of technical expertise and support that can help OR leaders make informed SPD decisions.
    • Apply communication, delegation, and accountability strategies that build trust and improve SPD performance.
    • Bobby Parker, MDiv, CRCST, CIS, CER, CHL

      Bobby Parker, MDiv, CRCST, CIS, CER, CHL

      Vice President, Clinical Solutions // Beyond Clean
    • Marjorie Wall, EDBA, MSCO, CRCST, CIS, CHL, CSSBB

      Marjorie Wall, EDBA, MSCO, CRCST, CIS, CHL, CSSBB

      Vice President, Processing Optimization and Customer Success // STERIS
    STERIS
    Innovation Hall Education
    1:30pm 30 mins
    1:30pm – 2:00pm

    Periop Pulse: Staff safety supports patient safety: Establishing a standard of care for OR team safety

    A safer operating room depends on protecting both patients and the perioperative professionals who care for them. Despite advances in patient safety, no universal resource consistently guides OR staff safety practices. This presentation explores the need to recognize staff safety as a core perioperative standard of care and examines its direct connection to patient safety, communication, and surgical outcomes. Key hazards to address include sharps injuries, surgical smoke, ergonomic hazards, fatigue, disruptive behavior, bullying, and communication breakdowns.

    Practical strategies will include developing a comprehensive Staff Safety Model, adding a staff safety prompt to surgical briefings, applying the Hierarchy of Controls, and using just culture principles to strengthen reporting and system-based learning. Attendees will gain a concise framework for improving staff safety and promoting safer, more reliable surgical environments to support patient safety.

    Learning objectives:

    • Develop a comprehensive Staff Safety Model.
    • Implement just culture principles to strengthen reporting and system-based learning.
    • Apply the Hierarchy of Controls to improve staff safety.
    • Amanda Heitman, BSN, RN, CNOR

      Amanda Heitman, BSN, RN, CNOR

      Perioperative Educational Consultant // Periop Anew
    Innovation Hall Education
    1:45pm 30 mins
    1:45pm – 2:15pm

    Solving the $PD production and quality challenge, presented by SpecialtyCare

    Having production and quality issues in your SPD? If so, this session is for you. Come to learn about the Key Drivers to SPD success, the costs associated with poor performance, and how a Quality Management System can work to solve the problems.

    Learning objectives:

    • Understand the three primary goals for every SPD
    • Understand the four Key Drivers that will determine if the SPD goals can be met
    • Learn how a data-driven approach using Lean Six Sigma applications leads to success in SPD
    • Gregory Agoston, BS, MBA, CRCST, Lean Six Sigma

      Gregory Agoston, BS, MBA, CRCST, Lean Six Sigma

      Vice President, Client Services // SpecialtyCare
    SpecialtyCare
    Innovation Hall Education
    2:15pm 45 mins
    2:15pm – 2:45pm

    Perioperative Supply Chain Maturity Model: A framework for benchmarking perioperative operations, presented by ReadySet Surgical

    Perioperative care depends on hospitals, vendors, and surgical teams staying coordinated across the surgical journey, yet no single person sees the whole loop, and most organizations have no shared way to describe how well it works. When coordination breaks down, the cost surfaces in the two places that matter most: patient safety and financial performance.

    This session will describe a Perioperative Supply Chain Maturity Model that makes those connections visible, mapping pre-case, in-case, and post-case work and describing what strong performance looks like across four stages of maturity, from Basic to Dynamic, including what each stage means for safety and the bottom line. This session covers how the model was developed, how to recognize where your organization sits today, and how to use that picture to decide what to fix first.

    Learning objectives: 

    • Understand why the Perioperative Supply Chain Maturity Model was built and the gap it was designed to close
    • Recognize the four stages of perioperative supply chain maturity and understand how to identify where your organization sits today
    • Learn how to utilize an assessment tool to prioritize what to fix first, starting with the gaps that carry the most clinical and financial risk
    • Brendan Shaw

      Brendan Shaw

      Chief Revenue Officer // ReadySet Surgical
    ReadySet Surgical
    Innovation Hall Education
    2:15pm – 3:00pm

    Dessert Break in the Hall

    Save room: the sweetest part of the day happens right here in the Periop Networking & Innovation Hall. Grab a treat, make one last lap through the floor, and squeeze in those final conversations before the hall closes for the day. Whether you still have vendors to visit or just want to catch up with a peer over something delicious, this is the perfect way to close out the hall. Don't leave before dessert!

    Networking Events
    2:30pm 30 mins
    2:30pm – 3:00pm

    Improving your surgical instrument IQ: How innovations in surgical instrument management can improve efficiency and reduce costs in your hospital, presented by SureCount Surgical

    Hospitals are under increasing pressure to improve operating room efficiency, reduce sterile processing workload, control costs, and address persistent staffing shortages. This presentation explores how surgical instrument optimization, standardization, visual organization, and innovative tray design can improve workflow, reduce waste, and generate measurable financial savings throughout the perioperative environment.

    Learning objectives:

    • Describe how excessive surgical instrumentation impacts efficiency, labor utilization, and workflow in the OR and SPD.
    • Identify limitations of traditional instrument management methods and the value of standardization, organization, and user guidance.
    • Discuss how innovative surgical instrument management strategies improve efficiency, sustainability, and reduce costs.
    • Renee Hege, CST, AGE

      Renee Hege, CST, AGE

      Director, Clinical and Educational Services // SureCount Surgical
    SureCount Surgical
    Innovation Hall Education
    2:45pm 15 mins
    2:45pm – 3:00pm

    Networking Competition Prize Giveaways

    Networking Events
    3:15pm 1 Hr
    3:15pm – 4:15pm

    Fact vs fiction: The real-world potential for AI applications in perioperative services

    Artificial intelligence
    Technology

    The overwhelming hype of artificial intelligence (AI) seems to be touching every aspect of contemporary healthcare. Perioperative services are not immune from the promise of improved efficiencies in human resources, supply chain management and case throughput.

    While the AI hype is real, its true potential remains uncertain. Can AI really improve processes, enhance patient outcomes, and improve overall efficiencies today?

    Many perioperative services leaders may struggle with understanding fact from fiction in AI deployment. Many also have rational concerns about safety issues, costs and potential disruption that AI deployment may bring. This highly interactive session discusses real-world potential AI applications while addressing their fundamental pitfalls and how to avoid them.

    Presenter Leslie Jebson isn't an informatics guru or AI evangelist; he's a perioperative and operations executive who understands your concerns and knowledge gaps surrounding AI and is ready to address them from your perspective. He’ll provide an objective overview of how to effectively review, select and implement AI solutions into perioperative services. Through real-world examples and case studies, Mr. Jebson will highlight the ways in which AI technologies such as machine learning, predictive analytics, natural language processing, and robotic systems may be applied to support clinical decision-making, optimize resource allocation and enhance patient safety. He'll also discuss the challenges you'll face in implementing these technologies.

    Attending perioperative leadership community members will gain a vendor-agnostic understanding of the many AI tools that can be (and are being) used in perioperative services. 

    Come loaded with questions for this interactive session with a periop leader who's experienced and knowledgeable about the pros and cons of AI in surgery!

    Learning objectives:

    • Define AI and its role in the healthcare industry, specifically within perioperative services.
    • Discuss the challenges and strategies for integrating AI into existing perioperative workflows.
    • Analyze current real-world applications of AI in perioperative services and distinguish these from speculative or exaggerated claims.
    • Leslie Jebson, MHA, MBA, FACHE, FACMPE

      Leslie Jebson, MHA, MBA, FACHE, FACMPE

      System Administrator, The Orthopedics & Sports Medicine Institute/Outpatient Therapies // Prisma Health
    Operational Efficiency & Technology
    3:15pm – 4:15pm

    ASC joint ventures... from the ASC leader's point of view

    Outpatient migration
    Growth management

    Hospitals and health systems see the writing on the wall: The future of most surgical procedures, especially elective surgeries, is in the outpatient setting. As such, they are looking to build new ASCs, purchase existing ASCs, or establish joint ventures with ASCs and, in some cases, ASC management companies. What does this massive migration of capital and resources mean to the leaders of ASCs that are entering joint ventures with larger entities? In this interactive panel discussion, leaders from across the spectrum will examine the accelerating trend of ASC joint ventures through the ASC administrator’s lens.

    • Lee Levanduski

      Lee Levanduski

      CEO // TriasMD
    • Tracy Hoeft-Hoffman, MBA, MSN, RN, CASC

      Tracy Hoeft-Hoffman, MBA, MSN, RN, CASC

      Administrator // Heartland Surgery Center
    • Robert Eisenberg, MBA, RN, CASC

      Robert Eisenberg, MBA, RN, CASC

      Senior Vice President and Ambulatory Surgery Lead // Sullivan Healthcare Consulting
    Advanced Sterilization Products (ASP)
    ASC & Outpatient
    3:15pm – 4:15pm

    Emotional regulation in leadership: The hidden superpower in high-stakes surgical environments

    Leadership
    Professional development
    New leaders

    Surgical services leaders work in one of the most intense and high-stakes environments in health care. Every decision, tone, and reaction can affect patient outcomes, staff morale, and overall team performance. This presentation explores how emotional regulation and emotional intelligence directly influence leadership effectiveness, communication, and culture in the operating room.

    Through real-world examples, attendees will learn to identify emotional triggers, understand the science behind emotional response, and apply practical techniques to remain composed during high-pressure situations. The session reinforces the principle that “when you lose your composure, you lose your leadership,” and demonstrates how emotionally aware leadership fosters trust, stability, and improved operational results.

    This session offers practical, evidence-based approaches to emotional regulation for leaders in surgical services. It bridges leadership psychology and real-world perioperative challenges to help leaders build stronger, more resilient teams capable of thriving under pressure.

     Learning objectives:

    • Identify common emotional triggers in high-intensity surgical settings.
    • Understand the link between emotional intelligence, credibility, and team performance.
    • Apply strategies to maintain composure and make clear decisions under stress.
    • Strengthen leadership presence and team trust through emotional self-awareness.
    • Katherine Gonzales, RN, BSN, MSM, CSSM, CNOR

      Katherine Gonzales, RN, BSN, MSM, CSSM, CNOR

      Director of Surgical Services // Memorial Healthcare System
    SIPS Consults Corporation
    Leadership & Workforce
    3:15pm – 4:15pm

    Partners in performance: How Baylor University Medical Center uses analytics and surgeon-clinic engagement to unlock OR capacity

    Workflow
    Performance improvement
    New leaders
    Block time utilization

    Block utilization is the leading indicator for OR success in terms of revenue and productivity. In this session, you'll learn how Baylor University Medical Center (BUMC), faced with limited OR capacity due to ongoing construction and anesthesia/staffing resource constraints, is using analytics to expand OR access and improve block utilization in preparation for a consistent 4-5% yearly increase in surgical volume.

    Driven by renewed alignment between OR leadership and physician champions, BUMC increased its minimum block utilization requirement in its OR scheduling guidelines thanks to its newly redesigned Power BI Analytics & Intelligence (A&I) dashboard, which provides greater visibility of opportunities with underutilized blocks to generate individualized recommendations for surgeons and clinic staff. Targeted clinic education and change management for over 100 active surgeon and group blocks at BUMC resulted in block utilization improvement for its two ORs -- one improved from 53% to 68%, while the other improved from 58% to 74%.

    Mr. Ladines will additionally discuss future efforts to improve OR access outside of block utilization improvements, including the use of predictive modeling to evaluate efficiencies gained using an Intuitive DV5 robotic system instead of the XI system, improvements in turnover times between flip rooms, and optimization of same-day discharge capacity and hospital throughput. He'll also highlight snapshots of the Power BI dashboard that his health system uses to drive decision-making for several operational metrics beyond block utilization.

    Ample interactive discussion will follow Mr. Ladines' case study, so come loaded with your questions about OR analytics!

    Learning objectives:

    • Explain how block utilization functions as a leading indicator of OR revenue and productivity.
    • Demonstrate how actionable OR analytics can be used to identify underutilized blocks, support guideline changes, and drive surgeon‑ and clinic‑level behavior change resulting in measurable improvements in block utilization.
    • Evaluate additional data‑driven strategies to expand OR access beyond block optimization, including predictive modeling for robotic platform efficiency, turnover time reductions in flip rooms, and optimization of same‑day discharge capacity and hospital throughput.
    • Malcolm Ladines, MS, MLS, BSN, RN, CSSBB, CQIA

      Malcolm Ladines, MS, MLS, BSN, RN, CSSBB, CQIA

      Business Director, Perioperative Services, Baylor University Medical Center // Baylor Scott & White Health
    Business Management
    3:15pm – 4:15pm

    How to ensure patients who use GLP-1 drugs are safe for surgery

    Tens of millions of Americans are using glucagon-like peptide-1 (GLP-1) receptor agonists—some to lose weight, others as treatments for diabetes or heart problems. Although the overwhelming majority of patients taking GLP-1 medications can undergo surgery safely, the drugs are known to delay stomach emptying, which according to the American Society of Anesthesiologists can lead to regurgitation and aspiration into the airways and lungs during general anesthesia and deep sedation, raising the potential for fatal aspiration pneumonia.

    Given the heavy and recent adoption of these drugs, how prepared are providers and facilities to account for their effects in preparing patients for surgery, as well as during surgery? How much do we know about the perioperative impacts of GLP-1 drugs, and how much don’t we know?

    In this session, a prominent anesthesiologist will dive into the latest knowledge and guidance on how to safely prep and operate on patients who use GLP-1s.

    • Matthew J. Dellaquila, MD, MBA, FACHE, FASA

      Matthew J. Dellaquila, MD, MBA, FACHE, FASA

      Service Chief and Medical Director, Department of Anesthesiology, Pain Management, and Perioperative Medicine, Henry Ford Jackson Hospital // Henry Ford Health
    Quality, Safety & Regulatory Readiness
    4:30pm 1 Hr
    4:30pm – 5:30pm

    Asset tracking: Do you truly have a handle on your inventory?

    Supply management
    Workflow
    New leaders

    A piece of equipment breaking down – or worse, an inability to find or secure needed equipment for a scheduled surgery – can throw a wrench into day-to-day operations and workflow and impact revenue as well as create negative patient and surgeon experiences. In too many facilities, there’s only a vague notion of the age, location, maintenance schedule and availability of the equipment needed to perform any given surgery safely and on-time.

    In this panel discussion, perioperative leaders coming from different perspectives will discuss the value and importance of having immediate visibility into the status of your surgical equipment fleet, including reducing cancelations and delays, maintaining optimal workflow, ensuring preventative maintenance to reduce breakdowns and malfunctions, making more informed scheduling decisions, planning for new equipment purchases with the right internal stakeholders and external partners, and more.

    Business Management
    4:30pm – 5:30pm

    Managing generational and cultural diversity: How to build cohesive, respectful, successful clinical teams in today’s perioperative settings

    Workplace culture
    Leadership
    New leaders

    Today’s perioperative teams are more diverse than ever, and that diversity can lead to team-damaging conflicts, misunderstandings, resentments and prejudices. As a perioperative leader, how can you overcome those interpersonal issues to build strong, harmonious, respectful, productive teams that truly focus and collaborate to provide consistently superior patient care?

    This presentation is directed toward both new and experienced perioperative clinical leaders who are faced with interpersonal conflicts, staff retention concerns and productivity issues in the workplace. Among the issues Ms. Hickman will address are the divergent work ethics and personalities of Baby Boomer, Gen X, Millennials, Gen Z and Gen Alpha staff, which can present challenges centered on stereotypes, technology gaps, communication styles and, essentially, how different staff members view the very nature of their work and each other.

    During this highly interactive session, Ms. Hickman will present real-life scenarios and achievable strategies that can help leaders manage diverse staff, improve relationships, inspire motivation, and drive measurable and sustainable results in the day-to-day work environment.

    Learning objectives:

    • Identify challenges leaders face when leading clinical professionals
    • Define four key areas of focus that leaders should consider when designing and building a team
    • Provide evidence-based examples of managing cultural diversity, work-life balance and generational differences.
    • Kathleen Hickman, RN, BSN, MS, CASC, CLI

      Kathleen Hickman, RN, BSN, MS, CASC, CLI

      Administrator/Clinical Director // Dutchess Ambulatory Surgical Center
    SIPS Consults Corporation
    Leadership & Workforce
    4:30pm – 5:30pm

    Getting ahead of the fire: Elevating OR efficiency through active management

    Workflow
    Block time utilization
    Performance improvement
    New leaders

    Efficient operating room workflows and metrics are essential to ensuring timely surgical access for patients, and Jefferson Health-Lehigh Region continues to strengthen its capabilities in this area through focused, data-driven management. By leveraging Epic functionalities for automatic block releases, optimizing primetime and block utilization, updating policies and procedures, and proactively managing volume and case flow, we are able to harness available surgical time across our locations.

    Through its active management dashboard, Jefferson Health-Lehigh Region perioperative leaders gain daily visibility into surgical volume projections for each campus by service line. The Epic functionalities that are activated allow for insight, clarity and awareness into a multitude of key metrics, such as released/filled OR time, primetime utilization, underutilized block, block management trends, and add-on capacity.

    Learn how this transparent, real-time approach is enabling and supporting informed decision-making, improved coordination across perioperative teams, and site of care optimization.

    Learning objectives:

    • Master the art of optimizing operating room utilization through strategic block management, primetime optimization, and proactive case flow coordination: transforming underused time into meaningful patient care opportunities.
    • Elevate perioperative performance through continuous visibility and action by leveraging dynamic forecasting tools and service-line insights to streamline scheduling, enhance throughput, and drive systemwide site-of-care work.
    • Strengthen perioperative performance through centralized governance and seamless communication by aligning a dedicated management team with shared real-time data, which enables proactive decision-making, improved collaboration across campuses, and more efficient use of surgical resources.
    • Jacquelyn Mancini, MBA

      Jacquelyn Mancini, MBA

      Director, Perioperative Business Services // Jefferson Health-Lehigh Region
    • Alexandre Warman, DBA, CEBA

      Alexandre Warman, DBA, CEBA

      Administrator, Perioperative Business Services // Jefferson Health-Lehigh Region
    Operational Efficiency & Technology
    4:30pm – 5:30pm

    Designing from decontam to incision: Quality and patient safety lessons from opening OR and sterile processing space

    OR design
    Sterile processing
    Workflow

    Reshaping a perioperative ecosystem can be a daunting task, and opening new or renovated perioperative spaces presents both significant risk and a powerful opportunity to embed quality and patient safety from the ground up. This session shares real‑world lessons learned from opening three separate operating room locations and two fully outfitted sterile processing locations over a four‑year period, viewed through an integrated quality and safety lens. Participants will explore how aligning design, workflows, and activation planning across sterile processing and the operating room can reduce system vulnerability and support reliable, safe surgical care. Through practical examples, the presentation highlights strategies used to proactively identify and mitigate risk before go‑live, strengthen multidisciplinary collaboration, and sustain quality outcomes after activation. Attendees will leave with actionable insights they can apply when planning, renovating, or expanding perioperative spaces—ensuring team readiness from decontamination to incision.

    Learning objectives:

    • Explain how aligning operating room and sterile processing design, workflows, and activation planning improves patient safety and reduces system risk across the surgical continuum.
    • Describe practical quality and safety strategies used during OR and sterile processing openings to proactively identify and mitigate risks before go‑live.
    • Apply lessons learned from opening multiple perioperative spaces to strengthen multidisciplinary collaboration, standardization, and sustained quality outcomes after activation.
    • Hazel Boyd, MBA

      Hazel Boyd, MBA

      Operations Manager, Transition & Occupancy Planning // Boston Children's Hospital
    • Karen Hinsley, MSN, RN, CCRN

      Karen Hinsley, MSN, RN, CCRN

      Clinical Operations Manager, Transition & Occupancy Planning // Boston Children's Hospital
    Quality, Safety & Regulatory Readiness
    4:30pm – 5:30pm

    A day in the life of an ASC administrator

    Performance improvement
    Professional development
    Supply management
    Cybersecurity
    Technology
    Compliance
    Cost containment
    New leaders

    This open discussion, led by two veteran ASC administrators, will provide ASC leaders a chance to work through and connect around common problems and challenges they face together. Call it a gripe session, a communal support group, a summit meeting… if you’re an ASC leader looking for sympathy, empathy, validation, peer connection and solutions to problems that have been vexing you, you’ll find it here.

    • Janet L. Carlson, MSN, BSN, RN, NE-BC, FACHE

      Janet L. Carlson, MSN, BSN, RN, NE-BC, FACHE

      CEO and Co-Founder // Vertex Surgical Solutions
    • Geri Eaves, BSN, RN, CASC, CNOR

      Geri Eaves, BSN, RN, CASC, CNOR

      Vice President of Ambulatory Services // MedHQ/Avanza Strategies
    Advanced Sterilization Products (ASP)
    ASC & Outpatient
    6:30pm 2 Hrs, 30 mins
    6:30pm – 9:00pm

    Periop Leader's Night Out: Under the Electric Moon

    Periop Leader's Night Out is your chance to connect with fellow attendees in a more relaxed, social setting, building relationships that go beyond sessions and into real-world collaboration.

    Step outside the conference and into an unforgettable evening in Savannah at the Electric Moon Skytop Lounge, boasting panoramic vides of the Savannah skyline, expertly crafted cocktails, and striking aesthetics. Your very own Periop Playground, slide down (literally!) to the open air roofdeck and take in the illuminated smoke stacks of the Power Plan Building in the Plant Riverside District and city lights. 

    Enjoy a night of great food, drinks, and local flavor as you experience one of the South’s most iconic cities alongside your peers.

    Come for the fun. Leave with stronger connections.

    Bar Sponsor: STERIS

    Includes food and two drink tickets. Separate ticket required.

    STERIS
    Networking Events

Wednesday, October 7

    7:30am 1 Hr
    7:30am – 8:30am

    Breakfast Presentation, presented by: Getinge

    Start your day with fresh insights and practical strategies at our sponsored breakfast session. Hosted by one of our trusted industry partners, these morning presentations are designed to deliver actionable ideas that address the real challenges perioperative leaders face—from staffing and efficiency to financial performance and patient care.

    Enjoy breakfast while hearing directly from experts and solution providers who are helping organizations like yours drive measurable results. Walk away with new perspectives, proven approaches, and tools you can put into action right away.

    Fuel your morning—and your strategy—for the day ahead.

    Open to Premier, All-Access, Conference, Speakers, Committee, Volunteer, Press, and Exhibitor Conference Passholders.

    Getinge
    Networking Events
    8:45am 1 Hr
    8:45am – 9:45am

    Maximizing SPD: Improving efficiencies while securing investment in staff and equipment

    Sterile processing
    Cost containment
    Infection prevention

    When it comes to optimizing surgical services, the role of the sterile processing department (SPD) can often be overlooked or minimized—as can investment in this critical area of perioperative services. Opportunities for significant savings, efficiencies and investment abound, however.

    Our expert panel will explore those opportunities, including more securing investments in staffing and equipment, efficient turnovers, smarter SPD staffing, instrument tray optimization, better documentation and tracking of instrument trays (including loaners), safer instrument transport methods, the pros and cons of building dedicated central sterile facilities or using third-party sterile processing services, and more.

    If your C-suite views SPD as an expense rather than an asset, this panel will send you home with powerful counterarguments!

    • Jennifer Vieau, RN, MSN, MHA, CNOR, CRCST, CIS, CHL, CER

      Jennifer Vieau, RN, MSN, MHA, CNOR, CRCST, CIS, CHL, CER

      System Director, Sterile Processing // Duke Health
    • Stephen Spake, MBA, MHA, PMP, CCP-F, CST

      Stephen Spake, MBA, MHA, PMP, CCP-F, CST

      Senior Surgery Management Consultant // Sullivan Healthcare Consulting
    Business Management
    8:45am – 9:45am

    The big squeeze: Adapting to shrinking reimbursements and rising costs at the ASC

    Reimbursement
    Cost containment

    Margins can be tight in surgery, but the accelerating combination of reduced reimbursements and rising costs is adding to the pressure. During this interactive panel discussion, leaders will discuss how to contain costs, negotiate for better rates with payors and vendors, find value at the margins and boost efficiencies so your ASC can stay safe, effective and profitable.

    Learning objectives:

    • Analyze key financial pressures impacting ambulatory surgery centers (ASCs) by examining current trends in declining reimbursements and rising operational costs, and evaluating how these forces are reshaping ASC financial performance and sustainability.
    • Identify practical strategies to optimize revenue and control costs by exploring actionable approaches for improving payor contract negotiations, managing supply chain expenses, and leveraging data to uncover margin opportunities.
    • Apply operational efficiencies to maintain quality and profitability by discussing real-world tactics to streamline workflows, enhance staffing models, and improve case mix management while maintaining patient safety and regulatory compliance.
    • Robert Eisenberg, MBA, RN, CASC

      Robert Eisenberg, MBA, RN, CASC

      Senior Vice President and Ambulatory Surgery Lead // Sullivan Healthcare Consulting
    Advanced Sterilization Products (ASP)
    ASC & Outpatient
    8:45am – 9:45am

    Commit to Sit: The human connection AI can’t replace

    Patient safety
    Patient experience

    In an era of dashboards and algorithms, the fastest way to safer care and smoother discharges is still a chair at the bedside. This session will show perioperative leaders how brief, purposeful sit-down rounds and eye-level conversations that center empathy and teach-back deliver outcomes technology alone cannot achieve: stronger trust, clearer understanding, reduced preventable harm, and confident discharge readiness across pre-op and PACU. Participants will leave this session ready to link behaviors to metrics and pair AI with the one thing only humans provide: meaningful connection that improves outcomes.

    Learning objectives:

    • Explore how Commit to Sit-Safety Sit Down practices build trust, improve understanding, and support safer, faster discharge.

    • Describe how the integration of these human practices reduces safety events and discharge barriers while improving patient understanding and experience.

    • Explain how Commit to Sit-Safety Sit Down practices can positively impact overall satisfaction of patients, families, and teams.

    • Jennifer L. Simonetti, DNP, RN, NPD-BC, CPN, CPXP

      Jennifer L. Simonetti, DNP, RN, NPD-BC, CPN, CPXP

      Senior Director, Patient & Customer Experience; Magnet Program, Cultural Leader // Northwell Health Cohen Children's Medical Center
    • Sharon Goodman, DNP, RN, NPD-BC, CPNP

      Sharon Goodman, DNP, RN, NPD-BC, CPNP

      Director of Clinical Professional Development, Pediatric Service Line // Northwell Health Cohen Children's Medical Center
    Quality, Safety & Regulatory Readiness
    8:45am – 9:45am

    Building a stronger relationship between the OR and SPD

    Leadership
    Workplace culture
    Sterile processing

    One of the most common impediments to operational efficiency and a cohesive workplace culture in perioperative services is a disconnected or dysfunctional relationship between the OR and the sterile processing department. In this lively and interactive panel discussion, leaders will discuss how to establish and build stronger relationships among staff and leadership in these two vital areas of surgery.

    Learning objectives:

    • Identify key barriers and opportunities that impact collaboration between Operating Room (OR) and Sterile Processing Department (SPD) teams and examine strategies to improve communication, trust, and shared accountability.
    • Evaluate best practices for aligning OR and SPD workflows to support instrument readiness, regulatory compliance, operational efficiency, and safe patient care.
    • Apply leadership approaches that strengthen interdisciplinary partnerships by fostering a culture of transparency, psychological safety, data-driven decision-making, and continuous improvement across perioperative services.
    • Edna Gilliam, DNP, MBA, RN, CNOR, NEA-BC

      Edna Gilliam, DNP, MBA, RN, CNOR, NEA-BC

      Assistant Vice President, Perioperative Services and SPD, DV // Nemours Children's Health
    • Wayne Zeh Wellington, DNP, MSN, RN, NE-BC

      Wayne Zeh Wellington, DNP, MSN, RN, NE-BC

      Director of Surgical Services - Procedural Care // Ann & Robert H. Lurie Children’s Hospital of Chicago
    • Jacqueline Jenkins, RN, MSN, CNOR

      Jacqueline Jenkins, RN, MSN, CNOR

      Director of Perioperative Services // Nemours Children's Health
    Leadership & Workforce
    10:00am 1 Hr
    10:00am – 11:00am

    Patient throughput and its impact on profitability and volume

    Workflow
    Performance improvement

    Join an expert panel for this interactive discussion on how to identify and address bottlenecks such as slow discharges and other inefficiencies in the patient experience that are weighing down your bottom line.

    Operational Efficiency & Technology
    10:00am – 11:00am

    Survey prep through the eyes of a surveyor: What perioperative leaders need to know for survey success (Part 1 of 2)

    Regulatory readiness
    Compliance
    New leaders

    Preparing for an accreditation survey involves more than knowing the standards—it requires understanding what surveyors are observing in practice and where organizations most often fall short. As Joint Commission Accreditation 360 and CMS survey processes continue to evolve, perioperative leaders must be ready to demonstrate safe, reliable care across the entire surgical continuum.

    This dynamic, interactive session provides an inside look at the issues surveyors are focusing on today, from preoperative assessment and the operating room to post-anesthesia care and discharge. Participants will explore the most frequently cited perioperative findings, discuss common pitfalls that lead to survey deficiencies, and learn practical strategies to strengthen compliance, improve patient safety, and enhance operational performance.

    Designed for leaders responsible for perioperative quality and regulatory readiness, this session incorporates real-world survey experiences, case-based discussions, audience participation, and actionable takeaways that can be implemented immediately. Attendees will leave with greater confidence, practical tools, and a roadmap for building a culture of continuous survey readiness.

    Learning objectives:

    • Recognize current survey priorities and the most frequently cited perioperative findings during Joint Commission Accreditation 360 and CMS surveys.
    • Implement practical strategies to strengthen regulatory compliance, reduce risk, and improve patient safety throughout the perioperative continuum.
    • Develop a proactive survey readiness plan using tracer methodologies, leadership rounding, and multidisciplinary engagement to sustain continuous accreditation readiness.
    • Laurie Farmer, MSN, RN

      Laurie Farmer, MSN, RN

      Principal Consultant // Patton Healthcare Consulting
    Quality, Safety & Regulatory Readiness
    10:00am – 11:00am

    Don’t go it alone: How and why you should partner with your NPD/educator to solve problems and develop staff

    Education
    Staff development

    Partnerships with your educator and nursing professional development (NPD) can benefit perioperative leaders, staff, and patients. We'll explore how to develop this partnership and examine the types of projects that can be developed for success, including:

    • Implementing residency/fellowship programs to address staffing needs
    • Improving onboarding of new staff
    • Enhancing staff competencies through novel educational strategies
    • Encouraging staff development by providing them resources and coaching to improve their education and certification
    • Improving patient outcomes through implementation of evidence-based guidelines
    • Developing novel communication strategies to ensure consistent messaging
    • Driving culture and perioperative outcomes
    • Leiran Cornish, MBA-HM, BSN, RN, LSSGB

      Leiran Cornish, MBA-HM, BSN, RN, LSSGB

      Assistant Vice President, Surgical Services // St. Joseph's Health
    • Carmen Sincerbeaux, MA, BSN, RN, CNOR, NPD-BC

      Carmen Sincerbeaux, MA, BSN, RN, CNOR, NPD-BC

      Consulting Nurse Educator //
    SIPS Consults Corporation
    Leadership & Workforce
    11:15am 1 Hr
    11:15am – 12:15pm

    From collaboration to integration: Building a formal partnership between infection prevention and sterile processing

    Infection prevention and sterile processing are crucial to patient safety, but relationships between these two disciplines within surgical facilities can often be strained, inequitable or poorly developed. In this session, learn from leaders on both sides of the aisle as they describe how to strengthen communication and collaboration between these two vital departments.

    Learning objectives:

    • Examine the strategic value of establishing a formal partnership between Infection Prevention and Sterile Processing to strengthen patient safety, regulatory compliance, and organizational reliability.
    • Identify governance structures, communication strategies, and shared accountability models that foster collaboration and alignment between Infection Prevention and Sterile Processing teams.
    • Apply practical approaches to leveraging data, surveillance findings, and quality metrics to proactively reduce infection risks and drive continuous improvement across the surgical continuum.
    • De André Delsol, MOL, CHL, CRCST

      De André Delsol, MOL, CHL, CRCST

      Director of SPD, System // Chike Healthcare Partners
    • Barbara Shannon, DNP, MBA, MSN, BSN, RN, CNOR

      Barbara Shannon, DNP, MBA, MSN, BSN, RN, CNOR

      Administrator, Surgery Center, Malvern // Nemours Children's Health
    • JoAnn (Starr) Richardson, CRCST, CIS, CER, LSSGB

      JoAnn (Starr) Richardson, CRCST, CIS, CER, LSSGB

      SPD Manager, AdventHealth Redmond // AdventHealth
    Operational Efficiency & Technology
    11:15am – 12:15pm

    Asset tracking at the ASC

    Hospitals and health systems have teams and technology that track equipment lifecycles and maintenance schedules, allowing leaders to project and prepare for replacements and new investments. Many freestanding ASCs, however, operate with a less structured approach. When equipment breaks down, is your ASC prepared? On this panel, experts will discuss how to better track your valuable and vital equipment to ensure that your center never gets caught off-guard when equipment inevitably malfunctions or ages out.

    Advanced Sterilization Products (ASP)
    ASC & Outpatient
    11:15am – 12:15pm

    The modern perioperative business manager: A suite gig

    The surgical suite has evolved into a complex clinical business shaped by rising labor and supply costs, anesthesia subsidies, aggressive payor mixes, and growing expectations for data-driven decision-making. Perioperative leaders are now expected to not only lead and conduct care at the highest level, but to have a complete financial understanding of their operations and how it interconnects with supply chain, billing, accounting and strategy.

    As such, the perioperative business manager is the most effective instrument on the back-table. This session will explore how a modern OR business manager can effectively strengthen perioperative performance in a way that is practical and strategy-aligned, and do so without disrupting operational effectiveness. We will explore the competencies most associated with effectiveness in the role, and how the position should interface with all the clinical and administrative facets that go into a well-run perioperative program at any scale.

    The session will also provide a practical framework for defining responsibilities, establishing reporting relationships, and implementing an operating cadence that converts perioperative data into accountable action.

    Clinical and operational leaders will learn about the crucial role that perioperative business managers should play in surgical operations.

    Learning objectives:

    • Describe the financial, operational, and industry pressures driving the need for dedicated business management within the modern perioperative services suite, and the fiscal benefits that accompany a properly deployed OR business manager.
    • Identify the core competencies, qualifications, and organizational characteristics required for an effective perioperative business manager.
    • Develop a practical framework for defining the perioperative business manager’s responsibilities, reporting relationships, cross-functional interfaces, and initial deployment priorities.
    • Stephen Spake, MBA, MHA, PMP, CCP-F, CST

      Stephen Spake, MBA, MHA, PMP, CCP-F, CST

      Senior Surgery Management Consultant // Sullivan Healthcare Consulting
    SIPS Consults Corporation
    Leadership & Workforce
    11:15am – 12:15pm

    When less must be more: A resource prioritization discussion

    Leadership
    Performance improvement
    New leaders
    Staffing

    Managing limited resources and staff? Struggling with recruitment and retention of nurses, techs, anesthesia, surgeons and other key roles in surgical services? Short on the equipment and supplies that you need to provide safe, efficient, on-time surgical care? You're not alone. Get insight and advice from this panel of your peers -- and share your own -- on how to do more with less, how to pivot to rapidly changing staffing conditions, and how to keep your surgical services running and optimized when resources are tight.

    • Barry A. McElyea, MSN, RN, CNOR, NE-BC, FACHE

      Barry A. McElyea, MSN, RN, CNOR, NE-BC, FACHE

      System Vice President, Perioperative Services // The Guthrie Clinic
    • Paige MacConnell, MHA

      Paige MacConnell, MHA

      System Manager, Business Operations | Surgical Services // The Guthrie Clinic
    • Dina Dent, DNP, RN, CCRN, CNL, NEA-BC

      Dina Dent, DNP, RN, CCRN, CNL, NEA-BC

      CEO/Founder // Medconsult
    • Eric Warren, CRCST, CSPDT

      Eric Warren, CRCST, CSPDT

      Director, System Sterile Processing // The Guthrie Clinic
    Business Management
    11:15am – 12:15pm

    Survey prep through the eyes of a surveyor: What perioperative leaders need to know for survey success (Part 2 of 2)

    Compliance
    Regulatory readiness
    New leaders

    Preparing for an accreditation survey involves more than knowing the standards—it requires understanding what surveyors are observing in practice and where organizations most often fall short. As Joint Commission Accreditation 360 and CMS survey processes continue to evolve, perioperative leaders must be ready to demonstrate safe, reliable care across the entire surgical continuum.

    This dynamic, interactive session provides an inside look at the issues surveyors are focusing on today, from preoperative assessment and the operating room to post-anesthesia care and discharge. Participants will explore the most frequently cited perioperative findings, discuss common pitfalls that lead to survey deficiencies, and learn practical strategies to strengthen compliance, improve patient safety, and enhance operational performance.

    Designed for leaders responsible for perioperative quality and regulatory readiness, this session incorporates real-world survey experiences, case-based discussions, audience participation, and actionable takeaways that can be implemented immediately. Attendees will leave with greater confidence, practical tools, and a roadmap for building a culture of continuous survey readiness.

    Learning objectives:

    • Recognize current survey priorities and the most frequently cited perioperative findings during Joint Commission Accreditation 360 and CMS surveys.
    • Implement practical strategies to strengthen regulatory compliance, reduce risk, and improve patient safety throughout the perioperative continuum.
    • Develop a proactive survey readiness plan using tracer methodologies, leadership rounding, and multidisciplinary engagement to sustain continuous accreditation readiness.
    • Laurie Farmer, MSN, RN

      Laurie Farmer, MSN, RN

      Principal Consultant // Patton Healthcare Consulting
    Quality, Safety & Regulatory Readiness
    12:30pm 1 Hr
    12:30pm – 1:30pm

    Luncheon Presentation, Presented by: SIPS Healthcare Solutions

    Workplace culture
    Staffing
    Sterile processing

    Join us for a featured luncheon session presented by one of our valued industry partners. These sessions offer a unique opportunity to explore innovative solutions, emerging technologies, and real-world strategies designed to address today’s most pressing perioperative challenges.

    Each presentation delivers practical insights you can take back to your organization—whether you’re focused on improving efficiency, strengthening financial performance, enhancing patient safety, or supporting your team. Hear directly from solution providers and subject matter experts who are working alongside perioperative leaders to drive measurable results.

    Enjoy lunch while gaining fresh perspectives, discovering new tools, and connecting with partners committed to supporting your success.

    Open to Premier, All-Access, Conference, Speakers, Committee, Volunteer, Press, and Exhibitor Conference Passholders.

    SIPS Consults Corporation
    Networking Events
    1:30pm 45 mins
    1:30pm – 2:15pm

    Closing Keynote

    Wrap up Periop Leader Week with a closing keynote designed to bring it all together. This final session will reflect on the biggest insights, shared challenges, and forward-looking strategies explored throughout the week—helping you translate what you’ve learned into meaningful action.

    Reconnect with the broader perioperative community as you gain perspective on where the field is headed and how leaders across settings can continue to adapt, collaborate, and drive progress. You’ll leave with renewed clarity, practical direction, and the momentum to lead confidently into the year ahead.

    End the week aligned, energized, and ready to take action.

    Stay tuned for more information!

    • Randy Heiser, MA, BA

      Randy Heiser, MA, BA

      President // Sullivan Healthcare Consulting
    General



Ready to find the tools, answers, and allies you need most to succeed in today’s perioperative leadership landscape?

Register today!