Case Management and Transitions Panel

1. September 12, 2014 Case Management and Transitions Panel Panelists: Lisa Stroud, RN, MSN Director of Case Management, Sutter Delta Charlene Kell, EMBA, BSN, RN, CCRN Director of Clinical Operations for Cardiovascular Health Stanford Health Care David Perkins, RN, BSN Compliance Manager, Care Delivery Compliance National Compliance, Ethics & Integrity Office Kaiser Permanente Moderator: Gavin Ward, Certified Fellow in Readmission Prevention Regional Director of Strategy 24Hr HomeCare

2. Gavin Ward, Certified Fellow in Readmission PreventionRegional Director of Strategy24Hr HomeCare-California (Arizona- Dec. ‘14) • Bachelor of Arts in Communication Studies at Westmont College in Santa Barbara, CA • Certified Fellow in Readmission Prevention by the National Readmission Prevention Collaborative • Pioneered 1stoffice and helped expand non-medical division of Maxim Healthcare Services known as Maxim Companion Services • Specialize in strategic partnership formation with federal and local organizations including acute, post-acute, in-home, and managed care organizations • Currently serving as Regional Director of Strategy at 24Hr HomeCare, a professional caregiving organization in California and Arizona (Dec. ‘14) ranked #24 by Forbes Magazine as one of America’s Most Promising Companies • Spearheading current Study with 2nd largest managed care group in California • Targeting CHF Patients discharging directly home, with the goal of reducing readmission rate from 22% to below single digits.

3. Gavin Ward Certified Fellow in Readmission PreventionRegional Director of Strategy 24Hr HomeCare Contact: gavin@24hrcares.com 626-622-8653 Mobile

4. Lisa Stroud, RN, MSNDirector of Case ManagementSutter Delta Medical Center, Antioch, CA • Diploma in Nursing at Robert Packer School of Nursing in Sayre, PA. • Bachelors of Science in Nursing at Elmira College in Elmira, NY • Master’s of Science in Nursing at Syracuse University in Syracuse, NY. • PhD candidate in Nursing at Binghamton University in Binghamton, NY. • Nurse for 35 years working in acute care with nursing experience in Oncology/Hematology, Emergency Department/Trauma Level 1, Cardiology, and Nursing Instructor in Med-Surg/Maternity/Pediatrics, Director of Nursing, and Case Management. • After 23+ years of the cold weather back east she and her husband relocated to the west coast to be nearer to her sister. Her focus has been case management over the past 10+ years working on length of stay, effective communication between healthcare practitioners, and transitions of care.

5. Lisa Stroud, RN, MSNDirector of Case Management, Sutter Delta Medical Center Contact: stroudl@sutterhealth.org

6. Charlene Kell, EMBA, BSN, RN, CCRNDirector of Clinical Operations for Cardiovascular Health Stanford Health Care, Palo Alto, CA • BSN and EMBA from University of Central Florida in Orlando, Florida. • Over 20 years of Cardiovascular Nursing Leadership Experience • 16 Years with Hospital Corporation of America (HCA) in Florida and Colorado • 4 Years with Centura Health • At Stanford, recently led a cross-functional team in a two year initiative in “Reducing Avoidable Readmissions for Heart Failure” Team uses Lean Methodology- developed processes and tools to implement evidence based “intervention bundles” and developed methods to prospectively identify patients in the electronic health record, and created workflows for physicians, nurses, pharmacists and case managers to support the heart failure patients in the quality of their transitions of care as they move through a complex organization

7. Charlene Kell, EMBA, BSN, RN, CCRNDir. of Clinical Ops-Cardiovascular Health Stanford Health Care Contact: ckell@stanfordmed.org

8. David Perkins, RN, BSNCompliance ManagerKaiser Permanente, Oakland, CA • Bachelor of Science in Nursing, California State University Bakersfield • Enrolled in Masters Business Administration Health Care Management Program, Marylhurst University • Nurse for 21 years with experience in pediatrics, neonatal intensive care, home health, hospice, and home infusion. Roles have included staff nurse, supervisor, manager, administrator, and consultant • David’s primary responsibilities include oversight of compliance programs in the ambulance, ambulatory surgery center, behavioral health, home health, hospice, laboratory, outpatient therapy, radiology, skilled nursing facility, and utilization management settings • Current board director of the Oregon Association for Home Care having served on the association’s board in various officer positions for the past 9 years, as well as being an active member and co-chair to the Regulatory and Legislative Affairs Committee for the past 10 years • David lives in Portland Oregon

9. David Perkins, RN, BSNCompliance Manager, Care Delivery National Compliance, Ethics & Integrity Office Kaiser Permanente Contact: david.e.perkins@kp.org

10. Lisa Stroud, RN, MSNDirector of Case Management Sutter Delta Medical Center stroudl@sutterhealth.org Charlene Kell, EMBA, BSN, RN, CCRNDir. of Clinical Ops-Cardiovascular Health Stanford Health Care ckell@stanfordmed.org David Perkins, RN, BSNCompliance Manager, Care Delivery, National Compliance National, Compliance, Ethics & Integrity Office Kaiser Permanente David.e.perkins@kp.org Gavin Ward, Certified Fellow in Readmission Prevention Regional Director of Strategy 24Hr HomeCare gavin@24hrcares.com