Our team of healthcare practitioner consultants is dedicated to improving the financial health of your organization. Meet your new team!
Doug has 35 years of healthcare experience, primarily in executive management and senior leadership positions. Doug has functioned successfully as a managing partner in several roles including his present role as leader of the CFO Consulting Network within Warbird’s Healthcare Practice. He has also performed as a Sr. CFO (interim) and Sr. Financial Advisor to hospital and system clients. He has provided expertise in financial turnarounds and in margin and performance improvement efforts. Doug also assists Warbird Healthcare in business sales origination and client network relationships. He joined Warbird Consulting Partners as its Healthcare Managing Partner in January 2012.
In 1999, Doug joined Stockamp & Associates as a partner and managing director. Stockamp was acquired by Huron Consulting Group in 2008. Prior to his tenure at Stockamp, Doug’s career included 18 years of experience as a CFO, including work for the HealthEast Care System in St. Paul, Minnesota and at Good Samaritan Hospital within the Legacy Health System in Portland, OR. While at Legacy, Doug also served as Corporate Senior Vice President for Managed Care and Revenue Management.
Doug has a BA in Economics from the University of California, Santa Barbara and a Master of Public Administration (Financial Planning) from California State University, Long Beach.
Bachelor of Arts, Economics; University of Southern California, Santa Barbara
Master of Public
Administration (Financial Planning); California State University, Long Beach
Healthcare CFO Roundtable, member since 1993
Healthcare Management Academy, member since 2001
American Hospital Association, executive liaison since 2007
Kevin is known for his ability to develop and translate strategies into company growth and improved operational and financial performance. He has a consistent track record of achieving high performance in operating income, growth of market share, employee engagement, medical staff engagement, and board leadership. Passionate about servant leadership, coaching, leading with a purpose, and creating sustainable outcomes, Kevin has experience as a manager, financial advisor, strategist, board member, and coach.
Kevin served as Senior Vice President, Strategic Finance, Capital Asset Management and Integration for Bon Secours Health System, a $3.5 billion, 24,000 employee, healthcare system. His responsibilities included strategic affiliations, capital development projects, and integration of key operational functions. These priorities contributed to growth of market share and system-wide performance. There he developed and constructed medical buildings, formed equity partnerships with physicians, created clinical service partnerships, built a high-performing governing board, and grew operating EBIDTA.
Served as interim CFO for a $950 million total operating revenue healthcare system with acute, rehab, occupational health, outpatient, urgent/emergency, home care, hospice, senior living, and physician practice operations.
Led company growth starting with 15 employees to 750+/- employees, generating operating EBITDA ranging from 15 to 45% by enterprise group, and reaching $250 million in annual revenue and $45 million in annual income.
Led development, construction, financing, and operation of healthcare properties totaling 1+ million square feet including four office buildings, five freestanding emergency and urgent care centers, four medical oncology/radiation oncology centers, and other hospital, outpatient, and physician clinic facilities.
Completed acquisition of various advanced imaging, radiation oncology, assisted living, and ambulatory surgery centers from corporate owners and physician groups. Led initiatives for divestment of select business enterprises including DME, home infusion pharmacy, outreach laboratory, assisted living, and a risk-based behavioral health management organization.
Launched and completed a plan to build a multi-specialty medical group. Grew the group to 175+/- physician and APC providers. Led merger of the group with another hospital-owned physician enterprise.
Master of Business Administration – Finance, Virginia Commonwealth University
Bachelor of Science, Health Care Management, Medical College of Virginia – Virginia Commonwealth University
Leadership Coaching, Georgetown University – Institute for Transformational Leadership
Executive Integral Leadership, University of Notre Dame – Mendoza College of Business
Senior-level executive with comprehensive healthcare experience in large, multihospital healthcare systems, physician group practices, for-profit home health and biotech companies, mid-size community hospital systems, and Big 4 Accounting firms. A team-builder with proven track record of accomplishment. Broad finance and operations experience gained in publicly-held and private companies, including startup and turnaround situations.
Managed all financial aspects of Summa’s response to the Coronavirus pandemic including cost containment, federal financial
assistance, communications with rating agencies and banks, and securing $100M line of credit at an attractive rate
Restructured Summa’s debt portfolio including the completion of a $312M Series 2021 Financing. Achieved the tightest credit
spread by an insured non-profit hospital since 2019
Initiated a correct coding and 340b management engagement resulting in significant improvements to Summa’s overall revenue
Significantly improved Mount Carmel’s managed care contracted rates adding nearly $100M in net revenues over two years
Drove improved accountability for financial performance and significantly narrowed operating margin gaps over multiple years
Restructured Finance Division, developed existing leaders and, where necessary, appointed new leadership
Heavily involved in population health initiatives including Board Chair of MediGold, a provider-owned Medicare Advantage Health
Plan, ACO’s, MSSP, and bundled payments
Rebuilt Adena’s Finance Department to better serve the organization adding talent, functions (Treasury Management, Decision
Support, Reimbursement, and Financial Planning) and improved processes for Capital Expenditures, Productivity, and Manpower
Completed $143M refinancing of variable rate debt, and financed new Adena Cancer Center with $30M Bank Qualified Financing
Received rating upgrade from Moody’s, A2 Stable from A3 Positive, and outlook upgrade from Standard & Poor’s, A Stable from
Created overall strategy for SOHCN deal structure for $16M FCC telecommunications grant
B.A., Accounting and Mathematics, Cum Laude – Marietta College
Certified Public Accountant (Inactive) – Ohio, 1982
Experienced and dynamic Consultant and Chief Financial Officer with a proven track record of
success in the healthcare industry, primarily in Integrated Delivery Networks. Skilled in building
Integrated Finance Teams, Mergers & Acquisitions, Joint Venture/Partnership Development,
Financial Performance Improvement, Value Based Initiatives, Price Transparency, and Capital
Markets. Highly successful healthcare finance professional who has led several health system
turnarounds, achieving upper quartile operating margin performance within 24 months. Additionally,
Joe has consummated numerous acquisitions and partnerships throughout his career leading to
health system growth and margin improvement.
Strategic business partner to the Boards and Executive Leadership Teams of health systems. Responsible for their financial strategy and operations, as well as business development
Led health system financial performance improvement efforts and turnarounds, through focused initiatives in revenue cycle, expense management, and growth resulting in top quartile operating margins
Co-led the development of a strategic partnership with a large national health system that resulted in a significant equity infusion
Negotiated the acquisition of a large freestanding hospital from a national for-profit healthcare company
Led the negotiations with several commercial payers regarding the development of new risk based contracting arrangements
Led the feasibility of developing a new hospital in a contiguous market with another health system
Led the negotiations, acquisition, and integration planning of single and multi-specialty physician groups
Led the development of the Andrews Institute for Orthopedics and Sports Medicine in Gulf Breeze, FL in partnership with James Andrews, M.D.
Development of a strategic partnership with a Private Equity backed company to provide MSO, Population Health Services and Risk Based Contracting to employed and non-employed physicians
Restructured and combined disparate Investment Portfolios to streamline overall investment management and enable higher risk adjusted returns
Development and execution of Financial Services Organization integration plans, designed to combine disparate functions across health systems
Executive Leadership role in the acquisition of and implementation planning for Workday
Master of Health Administration – The Ohio State University
Bachelor of Science in Business Administration, Major: Accounting – The Ohio State University
Certified Public Accountant – State of Ohio. Certificate Number 17,304 (Inactive)
Jim is a senior healthcare executive with nearly 30 years’ experience in guiding the strategic and operational direction of integrated healthcare systems. A proven leader with a diversity of experience, an understanding of the challenges facing healthcare and the array of approaches to their solutions. A bias for action and building strong leadership teams.
Prior to joining Warbird‘s CFO Consulting Network, Jim served as the CFO for Catholic Health Partners (CHP), a $5 Billion, faith-based, healthcare system that operates over 20 hospitals in 2 states as well as long-term care, home health and hospice programs. Jim was a Chief Operating Officer and Interim regional CEO during his 14 years with CHP. Prior to joining CHP, Jim was a Finance Vice-president for Adventist Health Systems (AHS) where his 15 year career saw a steady progression of responsibility from controller of Florida Hospital to a regional CFO and corporate vice president. Over the 30 years in healthcare he accomplished the following:
M.B.A. – University of Nebraska, Lincoln
Certified Public Accountant, 1983-94
Healthcare Financial Mgmt Association (HFMA)
Former Adjunct Professor, Xavier University
HFMA Large System CFO Council
David is an Operational Finance Executive with 35 years of extensive experience in healthcare accounting, accounts receivable management, budgeting, reimbursement, compliance, information systems, medical records, supply chain, and management engineering. Dave’s experience is in a wide range of healthcare settings from large referral/teaching hospitals to small 20-bed critical access hospitals. He has a solid work ethic with a history of achieving financial and income goals.
Ron brings 40 years of healthcare leadership experience. His background includes financial management of large and complex healthcare organizations in a variety of settings ranging from rural to suburban to large urban academic centers, regional health systems, health plans, joint ventures and physician group practices. Long has concentrated on adding value to the organizations he serves through improved revenue cycle processes, negotiation of uniquely advantageous contracts with payors, financial discipline in operations and deployment of capital, innovative debt financing, and astute investment of long term liquid assets. His financial risk management skills have resulted in rating upgrades at three of his most recent employers, with Texas Health Resources currently rated AA2/AA by Moody’s and Standard & Poor’s. As past National Chairman of the Healthcare Financial Management Association and immediate Past Chair of its’ Large System CFO Council, Long’s professional network is national in scope.
Ron’s most recent position was as Executive Vice President and Chief Financial Officer for Texas Health Resources, a $4 billion health system located in Dallas / Fort Worth, Texas which operates 26 wholly owned and joint ventured hospitals, 68 outpatient facilities, and an 800 provider employed physician group. THR recently announced an innovative affiliation with the University of Texas Southwestern to create a population health services company and physician network to create capability for managing population health risk using a clinically integrated network. Other professional experiences include:
Executive Vice President and CFO for Health Alliance of Greater Cincinnati.
Senior Vice President of Finance and Health Plans for Saint Mary’s Health Network in Nevada.
Advisory Board Member for Acclara – A private equity company specializing in outsourcing of revenue cycle services for health systems, located in Houston, TX and Philadelphia, PA.
Board Member for Southwestern Health Resources – An affiliation of Texas Health Resources and the University of Texas Southwestern.
Board Member for Texas Health Aetna – A joint venture between Texas Health Resources and Aetna to own and operate a health plan of 100,000+ members in the Dallas Fort Worth market. Ron was the primary executive responsible for negotiating the JV with Aetna.
Board Chair for Texas Health Partners – The management company which provides infrastructure and management services to three joint venture surgical hospitals and two joint venture acute care hospitals together with community physician owners.
Finance Committee Chair and Board Member for the joint venture between Texas Health Resources and Adventist Sunbelt Health System to operate a large hospital in the DFW market.
Healthcare Financial Management Association – National Chairman in 2000-01 and past Chair of the Large System CFO Council.
Boy Scouts of America – Board member in Cincinnati, OH and Dallas, TX. Past Treasurer of Circle Ten Council in Dallas.
Chris is a Healthcare Executive with 40 years of experience in C-Suite and Director level roles. He has been a member of several senior management teams with direct responsibility for revenue cycle, supply chain, treasury operations, reimbursement, financial reporting, financial planning, internal auditing, information systems, construction project oversight, oversight of all joint ventures, and oversight of all malpractice claim settlements and lawsuits.
Bond ratings improved from BBB+ to AA- by S&P and from Baa1 to A1 by Moody’s due to improved margins and balance sheet ratios. Operating margins were consistently positive since 2000 and key balance ratios have steadily improved with days cash increasing from 73 to 234 and cash to debt ratio from 0.4 to 1.75. Total revenues for the system have steadily grown from $0.8 billion in 2000 to $2 billion in 2018
Restructured revenue cycle process which included the formation of a central business office for all hospitals and physician practices, reduced denials, reduced managed care underpayments, and lowered net days in accounts receivable to mid 40’s
Restructured supply chain process which resulted in reduced number of vendors, reduced prices from remaining vendors, increased use of technology such as bar codes and electronic invoicing & payments, and improved satisfaction levels of clinical areas
Led transition from Premier purchasing group to Parallon/Health Trust group reduced supply costs by $15 million annually
Oversaw the implementation and growth of 340b drug program which resulted in annual savings growing from $1 million in 2004 to over $115 million in 2018
Redesigned malpractice settlement process to focus on early communication with patients and families, centralization of all claims with one legal firm, focused follow up of all open claims to ensure timely resolution, and improved reporting of identified risk issues across the System to ensure process improvements are implemented across all facilities. Changes resulted in malpractice liability being decreased from $75 million to $20 million
Led a cost reduction processes at numerous health systems that led to reductions of over $100 million
Negotiated limited network managed care contracts with Cigna, United and Blue Cross which increased managed care market share to over 50%
Actively involved in physician integration strategies with private and academic physicians that have resulted in either employment or professional service arrangements with over 490 physicians
Bachelor of Science, Accounting Major – Christian Brothers University
Masters in Business Administration, Finance Major – University of Memphis
Certified Public Accountant – 1980
Certified Management Accountant – 1981, Robert Beyer Silver Medalist
Jim is a healthcare financial and operational executive with over 38 years of experience. Broad-based industry experience includes expertise in finance, strategic planning and program development for large for-profit and non-profit systems, community based and district hospitals, medical groups, and retail healthcare (e.g., urgent care, home health, etc.). Significant expertise in mentoring of staff for growth and enhanced performance, operating in highly matrixed environments, operational turnarounds, financial forecasting and reporting, treasury, debt issuance, and Supply Chain Management.
Bachelor of Science in Business Administration, Emphasis in Accounting – California University State
CPA Licensed – California, 1986 (Inactive)
Healthcare financial and operating executive with 30 years of experience. Broad based industry experience includes for-profit and non-for-profit health systems, hospitals, physician management. With the ability to take large amounts of data and produce financial analysis and solutions, he has led departments including Accounting and Finance, AP/PR, Supply Chain, Revenue Cycle, including Health Information Management and IT.
Prior to joining Warbird, Steve lead Financial oversight for 125 employed physician network which included 2 Surgical Specialty Hospitals, 2 Ambulatory Surgery Centers and 20 Hospital Outpatient Clinics and Physician Practices specializing primarily in Orthopedics with other surgical sub-specialties.
Steve specializes in: Mergers and acquisitions, restructuring, data analytics, revenue cycle redesign, budgeting and forecasting, banking relationships, audit and taxes, business development, compliance, managed care contracting, physician compensation, systems conversions, board relations, and cash flow management.
Provided 18 Month Forecast with Goal of Achieving Improved EBITDA through various Growth Initiatives and Operational Improvements
Managed Chief Restructuring Group on Enterprise Cash Flows while working directly with Regulatory Agencies (FTC and PA Attorney General) to Approve Sale of system
Implemented Operational Improvements Annualized at Expense Reduction of $16.0M while improving Revenue Cycle Performance Indicators and Reporting
Established Financial Controls with Operations for Physician Practices while standardizing Physician Incentive Reconciliations
Developed FMV and pro-forma model which has reduced annual expensed paid to outside consultants in additional to establishing fair threshold metrics for physician incentives
Implemented and converted EHR and Physician Management Billing system across the practices while also converting Financials systems (GL/AP/PR) to Lawson
Worked to grow a start-up Health Information Management Services organization providing Health Systems, Hospitals, and Physician Practices remote medical record coding services, coding audits, post-discharge review, and Medicare DRG review
Served as Compliance Officer to ensure appropriate billing and coding processes while negotiating contracts with various commercial payors
Established Outpatient Scheduling and Registration Workgroup which produced year-over-year growth of 6.0% with a primary focus on owned-practice referrals
Developed enhanced reporting for service line profitability to identify trends and opportunities for improved financial performance while implementing Reprocessing Program producing annual savings
Advised senior management and Board of Directors on the financial implications of business activities. Played a key role in the organizations strategic planning and help initiate, advise and critique financial arrangements the organization might consider such as capital projects, investments, acquisitions and strategic alliances
Provided day-to-day leadership and management to finance that mirror the mission and values of the organization. Acted as the point person for all fiscal matters internally, providing advisory services and reporting to the CEO
M.B.A. in Finance – St. Joseph’s University
B.B.A. in Accounting – Temple University
Robin is a Senior Healthcare Finance professional with more than 30 years of extensive experience in operational responsibilities, strategic planning, and financial management. Her experience includes but is not limited to various aspects of healthcare operations: physician practices, hospitals ranging in size from major teaching, community, long-term care, critical access, behavioral health, outpatient facilities, governmental, rural, and ambulatory care. Robin has proven expertise in improved revenue cycle, debt restructuring, treasury management, IT integration and managed care negotiations. She is a decisive, results-oriented leader with proven results in healthcare management.
Robin has considerable professional experience serving in positions of financial leadership in the healthcare industry. Before joining Warbird Consulting Partners, she served as Director of Revenue Cycle for Athens Regional Health System; CFO at Harnett Health System; CFO at Coshocton County Memorial Hospital; CFO and VP of Finance at Eagle Hospital Physicians, LLC; CFO and VP of Finance at Major Hospital; CFO at Greene Health Partners; and Director of Revenue and Statistical Reporting at Meridia Huron Hospital.
Masters in Healthcare Administration, Ohio University
Bachelor of Science, Accounting, Lake Erie College
Certified Public Accountant, Ohio
Stephen has over 25 years of broad-based Executive Healthcare experience. He possesses a unique blend of operational and financial management exposure in both teaching hospitals and community healthcare organizations. Stephen has the proven ability to manage a wide range of responsibilities while advising and steering major strategic decisions. His leadership and negotiation skills are exceptional in the healthcare space. Stephen’s specific expertise lies in administration, finance, operations and strategy. He has led numerous initiatives in positions with various health systems and hospitals that have resulted in millions of dollars in savings. An outstanding healthcare professional, Stephen can make an astonishing positive contribution to any professional team.
Prior to joining Warbird‘s CFO Consulting Network, Stephen served as Executive Vice President, EVP and Chief Financial Officer of St. Luke’s Episcopal Health System. He has also served as EVP and CFO of UAB Health System, President & CEO of Tulane University Hospital & Clinic and EVP & Administrator of West Virginia University Hospitals where he accomplished the following:
Masters – Concentration in Public Health, Tulane University
B.B.A. Degree – University of Montevallo
American College of Healthcare Executives
Fellow, Healthcare Financial Management Association
American Institute of Certified Public Accountants
Mike is a senior Healthcare professional with a 30+ year career and a proven track record of accomplishments in Financial and Operational leadership roles within large Academic Medical Centers and Integrated Healthcare Systems. He has specific expertise in Strategic & Financial Planning, Managed Care Contracting, Physician Alignment, Revenue Cycle, M&A and Expansion. Mike has quality leadership skills and the ability to develop strong management teams. His communication and presentation skills are exceptional.
Prior to joining Warbird‘s CFO Consulting Network, Mike served as the CFO for The Ohio State University Wexner Medical Center, a $2.7 billion health system. Prior to joining OSU, Mike was System Vice President and CFO for Summa Health System for 11 years. Prior to Summa, Mike was CEO and CFO of the Cleveland Market for Sisters of Charity Health System (SCHS) and VP of Operations at Sharon Regional Health System. Over the 30 plus years in healthcare he accomplished the following:Directed all financial activity for a $2.7B net revenue academic medical center, including: College of Medicine, 1100 physician Faculty Group Practice, 6 hospitals, comprehensive cancer center, full service tertiary referral center, Health Plan and a network of Outpatient Centers
M.B.A. – Finance, West Virginia University
B.S. – Business Administration, West Virginia University
Pamela is an experienced healthcare executive with a proven record of setting and achieving high standards. She has worked at hospitals with net operating revenues of more than $1.4 billion. Pamela has an extraordinary ability to develop and execute innovative solutions to operational and administrative challenges and is an effective leader and workforce developer. She has a proven ability to manage a breadth of responsibilities beyond finance functions and has an unwavering commitment to the mission of service.
Pamela’s background consists of a variety of different responsibilities including real estate management, managed care contracting, reimbursement (working with government payers), financial analysis, budgeting, internal audit, accounting, purchasing, materials management, maintenance of an integrated employee leave program and overseeing the employee health program. She began her career at KPMG as an auditor.
Prior to joining Warbird‘s CFO Consulting Network, Pamela served first as CFO and then as the interim president and CEO of Legacy Health System.Prior to that, she served as vice president of finance and controller of Good Samaritan Hospital, where she advanced to vice president of finance for all hospital operations. Recognized as an ambitious finance professional, while at Legacy Health System, Pamela:
Bachelor of Science in Business; Oregon State University
Certified Public Accountant, Oregon
Member, American Institute of Certified Public Accountants
Member, Oregon Society of Certified Public Accountants
Member, Healthcare Financial Management Association
Health Management Academy, Executive-In-Residence
Experienced healthcare executive with a track record of success in providing strong leadership for hospitals and integrated delivery systems. She is a Chief Financial Officer and healthcare advisory consultant. Sandra’s current and past clients include both regional and community health systems. Her areas of expertise include financial management, operational leadership, physician relations/development, board interactions. She has demonstrated success in hospital turnarounds and the implementation of best practices. Sandra has excellent analytical, problem solving, and team building skills.
Executed a $25 million turnaround resulting in successive years of improved operating margins In conjunction with the CIO, lead a successful implementation of EPIC
Improved Revenue Cycle processes which led to increased collections of $50 million
Continued strengthening of the Balance Sheet; Assets increased from $730 million to $1.4 Billion, Cash and Investments increased from $129 million to $300 million
Days Cash on Hand improved from 110 Days to 300 Days
Increased Net Revenue from $525 million to $1 Billion though program development and acquisitions
Reversed a verbally received bond downgrade in 2008 to and outlook upgrade in 2010
Successfully refinanced Auction Rate Securities Bonds during the financial crisis of 2008, again refinanced bonds in late 2020 to take advantage of the lower interest rates
Negotiated joint venture with 49% ownership for the health system with local radiologists for an Independent Diagnostic Testing Facility
Negotiated the acquisition of critical access hospital and developed financial turnaround plan
Executed financial plan for the development of a 41-bed hospital and outpatient facility in a rural county which included USDA financing
Approved for participation in the Medicare Shared Savings Program with 8,000 attributed lives
BA University of South Florida
MHA University of South Florida
CPA, Licensed in Florida