SMI Fall 2025 Forum

Embracing
Change through

innovation

>> Deadline to register and make hotel reservations: September 22, 2025 <<

Tuesday, October 21

3:00 PM ET

Registration Opens

4:30 PM -
5:30 PM ET

New Member/First Timer Reception (by invitation only)

4:30 PM -
5:30 PM ET

AWL Mentee Reception (AWL MENTEES by invitation only)

5:30 PM -
7:30 PM ET

Welcome Reception (outside by the pool)

Join us for a warm and welcoming reception to kick off the Forum. Reconnect with old friends, make new connections, and enjoy an evening of meaningful conversation in a relaxed setting. This is the perfect opportunity to network with peers and set the tone for a productive and engaging Forum experience.

Attire: Business Casual

Wednesday, October 22

7:00 AM -
7:50 AM ET

Breakfast & Networking

8:00 AM -
8:30 AM ET

General Session

Welcome & SMI Update

Lisa Hohman

Svp, chief expense officer, chief sustainability officer

Jane Pleasants

President
 

8:30 AM -
9:45 AM ET

Opening Keynote

The Cure Isn’t Just Clinical – Reimagining Healthcare Through Innovation and Reinvention

Robert Pearl, MD will explore how the future of medicine is being pushed by market pressures and reshaped by disruptive innovation, AI-powered patient care and the urgent need to redesign the last mile of healthcare delivery.  In a world where what didn’t exist 2 years ago will become the standard 3 years from now, Dr. Pearl challenges leaders to become architects of transformation.  The opportunity is clear: the next frontier of medicine will be powered not just by clinical advances, but by agile, collaborative and anticipatory systems that reimagine care delivery at scale.

Pearl-Photo

Robert Pearl, MD

Clinical Professor of Plastic Surgery at Stanford University School of Medicine and lecturer at Stanford Graduate School of Business 

9:45 AM -
10:00 AM ET

Q&A with Dr. Pearl

10:00 AM -
10:30 AM ET

  • Tom Hughes Collaboration Award
  • Advancing Women Leaders Cohort 3 Mentees

10:30 AM -
11:00 AM ET

Networking Break

11:00 AM –
12:00 PM ET

SMI2U Workshops – Round 1: Member to Member Stories

Workshop #1 | Integrating Pharmacy and Supply Chain:  Transforming Healthcare Delivery

Topic: Pharmacy

Join these thought leaders as they discuss their innovative strategies and best practices for managing the second largest non-labor expense, while developing long-term, sustainable, and resilient supply chains.  

The convergence of pharmacy and supply chain is emerging as a strategic lever for enterprise-wide transformation. Forward-thinking organizations are leveraging integrated leadership, advanced automation, and bold partnership models to drive operational excellence, mitigate risk, and elevate patient outcomes. This session will examine the long- and short-term value of cross-functional innovation—from building domestic resilience to unlocking sustainable ROI.

Swati Patel

Principal

Tom Harvieux

Senior Vice President and Chief Supply Chain Officer​

Lisa Mulloy

Vice President and Chief Pharmacy Officer

Barton Schmidt

Vice President of Stategic Accounts
Workshop #2 | Part 1:  Creating a Culture of Innovation

Topic: Innovation

This is Part 1 of a two-part innovation series. Part 2 will be on Thursday. Attending Part 1 (Either on Wednesday or if you attended it at the Spring 2025 Forum) is required to participate in Part 2.

Join the Amazon team to learn how Amazon breaks down barriers to innovation.  You will experience:

  • Real-world examples: How Amazon thinks, acts, and plans around innovation
  • Participation with your peers in interactive discussion on challenges in healthcare supply chain innovation
  • Strategy development for suppliers and providers to collaborate on innovation

Joe Walsh

executive coach & educator
 

Brandon Bowers

Head of Acute Healthcare

Bill Kopitke

General Manager and Head of Healthcare
Workshop #3 | Real-World AI: Practical Applications from SMI Members

Topic: AI & Data

Join SMI members Geisinger Health System, Ryder and Clarium for AI Use Cases that you can apply in your own organization today.

Key Learnings:

  • See firsthand how SMI members are harnessing AI to streamline processes, reduce risks, and control costs
  • Gain insights from AI leaders in other industries on how they leverage intelligence to enhance performance
  • Learn what providers and industry partners must do to prepare for AI, including how to get data ready for what’s next

Mary Beth Lang

Healthcare Executive

Steve Liou

Founder and CEO
 
 

Cherie Brinkerhoff

SVP Operations, Supply Chain Solutions

Jeff Abeson

VP Business Development, Supply Chain Solutions

Geisinger Health System

Vice President
Workshop #4A | (WEDNESDAY only) Sustainability-Driven Value Chain Transformation:  A Physician, MedTech, Outside Industry Perspective

Topic: Sustainability

Whether you are just beginning your sustainability journey or advancing established programs, hear from these senior executives from complex organizations who have successfully led sustainability programs through rapidly evolving times.  

You will hear about:

  • Effective governance structures within a health system, a global healthcare supply and logistics company, and an organization outside healthcare with a customer-centric and brand imperative
  • Successful strategies for driving change and creating buy-in from internal customers
  • Answers to your questions, ideas, and curiosity that can collectively shape the future of sustainable healthcare

Moderated By:
Robert Bui

Healthcare Sustainability Strategy Leader

Teresa Amato, MD

Vice President, Clinical Sustainability
and Resource Stewardship

Megan Maltenfort

Vice President, Environmental, Social, and Governance

OUTSIDE INDUSTRY EXPERT

Workshop #5 | Unified for Impact: Transforming Supply Chain Through Collaboration

Topic: Collaboration


Turning Everyday Partnerships into Long -Term Success Stories

In today’s complex healthcare landscape, collaboration isn’t just a nice to have—it’s mission-critical. As leaders in SMI and the broader supply chain ecosystem, we face a powerful opportunity to break down barriers and forge partnerships that fuel innovation, resilience, and long-term success.

This dynamic session will:

  • Spotlight real-world success stories and bold initiatives where cross-industry collaboration is transforming global operations
  • Empower you with proven strategies, fresh ideas, and the inspiration to lead the next wave of supply chain evolution
  • Join the trailblazers who aren’t just talking about the future—they’re building it

Moderated By:
Jim Francis

Chair, Supply Chain Management & Assistant Treasurer

Ginger Sharp

Vice President and Chief
Supply Chain Officer

Mary Leonhardt

Director, Integrated
Delivery Networks

Eric Tritch

Vice President of Supply Chain & Support Services

Jeff Porubcansky

Senior Vice President Distribution & Core Products

12:00 PM -
1:00 PM ET

Lunch & Networking

1:00 PM -
2:30 PM ET

Breakout Banter | SMI Speed Networking!

This highly interactive session based on member feedback will explore the central question: What problems are we trying to solve? Expect provocative discussions designed to challenge assumptions and inspire fresh thinking. SMI members will serve as facilitators, moving from table to table to guide conversations. At each table, you will draw a mystery topic and dive into a lively discussion with your group. One table will “banter” at the front to share their insights. You will then rotate to a new table for a fresh perspective and a new challenge. This session will be engaging, thought-provoking, and full of fresh ideas!

2:30 PM -
3:00 PM ET

Networking Break

3:00 PM-
5:00 PM ET

Thought Leadership Council Meetings with co-chairs

Clinical Integration

The Clinical Integration Council works to lead the industry to an effective and sustainable integration relationship between the supply chain, clinical teams, and physician supply chain leaders.

Aarathi-Cholkeri-Singh-Photo

Aarathi Cholkeri-Singh,
MD, FACOG

Executive Director &
Chief Medical Officer

Ginger Sharp

Vice President and Chief
Supply Chain Officer

Supply Chain Community Impact

The Supply Chain Community Impact Council works to identify and promote effective strategies that foster a culture of access and belonging within our Supply Chains to positively impact the communities we serve.

Valencia
Stoudamire, MPA

Vice President,
Supplier Diversity

Daryl Stilley
 

Vice President, GPO Strategy Healthcare & Seniors

Intelligent
Supply Chain

The Intelligent Supply Chain Council works to accelerate the creation and adoption of best practices that enhance efficiency, optimize workflows, and create tangible lasting value across the industry in serving our patients, community, and constituents.

Jay Kirkpatrick​
 

Vice President, Supply Chain Operations

Mary Leonhardt

Director, Integrated
Delivery Networks

Key Strategic Collaboration

The Key Strategic Collaboration Council works to build upon and expand SMI’S commitment to leading and modeling collaborative relationships between trading partners.

jim-francis

Jim Francis

Division Chair, Supply Chain Management and Assistant Treasurer

Matt Brandt

CEO & Founder
 
 

6:15 PM ET

Buses Begin Departing

6:30 PM -
9:30 PM ET

SMI’s Evening Dinner Event

Join us for “Havana Nights” at Discovery Cove

Come together at Discovery Cove for an unforgettable dinner and experience in a tropical paradise. Surrounded by rocky lagoons, coral reefs, waterfalls, and white sandy beaches, enjoy a relaxed evening of networking, reconnecting with old friends, and meeting new ones. Take in stunning views of dolphin lagoons, beaches, and lush landscaping as we’re transported to Havana Nights

This casual beach event (polo shirts, shorts, etc.) involves plenty of walking, so please wear comfortable, beach-friendly shoes like flats, sandals, or flip-flops.

Thursday, October 23

7:00 AM -
8:30 AM ET

Breakfast/Luggage Storage

8:30 AM -
9:30 AM ET

SMI2U Workshops – Round 2: Member to Member Stories

Workshop #1 | Integrating Pharmacy and Supply Chain: Transforming Healthcare Delivery​

Topic: Pharmacy

Join these thought leaders as they discuss their innovative strategies and best practices for managing the second largest non-labor expense, while developing long-term, sustainable, and resilient supply chains.  

The convergence of pharmacy and supply chain is emerging as a strategic lever for enterprise-wide transformation. Forward-thinking organizations are leveraging integrated leadership, advanced automation, and bold partnership models to drive operational excellence, mitigate risk, and elevate patient outcomes. This session will examine the long- and short-term value of cross-functional innovation—from building domestic resilience to unlocking sustainable ROI.

Swati Patel

Principal

Tom Harvieux

Senior Vice President and Chief Supply Chain Officer​

Lisa Mulloy

Vice President and Chief Pharmacy Officer

Barton Schmidt

Vice President of Stategic Accounts
Workshop #2 | PART 2: Innovation Planning Workshop:  Working Backwards Framework

Topic: Innovation

This workshop is for those who attended Part 1 at either the Spring 2025 Forum or the previous day at this Fall 2025 Forum.

In this session you will:

  • Apply Amazon’s “working backwards” mechanism: Tackle a specific business problem by defining the opportunity through a PRFAQ and exploring a prototype
  • Drive Cultural Transformation:  Inspire leadership and mindset shifts
  • Empower teams with proven models: Adopt Amazon’s small, autonomous “two-pizza teams, “high velocity decision-making, and customer-first product management approaches

Joe Walsh

executive coach & educator
 

Brandon Bowers

Head of Acute Healthcare

Bill Kopitke

General Manager and Head of Healthcare
Workshop #3 | Real-World AI: Practical Applications from SMI Members

Topic: AI & Data

Join SMI members Geisinger Health System, Ryder and Clarium for AI Use Cases that you can apply in your own organization today.

Key Learnings:

  • See firsthand how SMI members are harnessing AI to streamline processes, reduce risks, and control costs
  • Gain insights from AI leaders in other industries on how they leverage intelligence to enhance performance
  • Learn what providers and industry partners must do to prepare for AI, including how to get data ready for what’s next

MaryBeth Lang

Healthcare Executive

Steve Liou

Founder and CEO
 
 

Cherie
Brinkerhoff

SVP Operations, Supply Chain Solutions

Jeff Abeson

VP Business Development, Supply Chain Solutions

Geisinger Health System

Vice President
Workshop #4B | (THURSDAY only) How to Motivate, Develop and Retain the Next Generation

Topic: Leadership

We are at a crossroads with our workforce; an aging generation, rising burnout, and an urgent need for digital fluency. As the operational landscape evolves, so must the people who lead it.

This session explores how leaders can:

  • Build resilient, future-ready teams by investing in talent development
  • Address retention, upskilling mid-level managers and building leadership pipelines through strategic career pathing, mentorship, and competency-based development
  • Learn practical strategies you can take back to your teams to close today’s talent gaps – shaping the workforce of tomorrow

Facilitated by:
Audrey McGuckin

Founder and CEO MCGUCKIN GROUP + WOTW

Margaret Donnell

Senior Vice President, Enterprise Sales

Mike Bianchin

Chief Supply Chain Officer
Workshop #5 | Unified for Impact: Transforming Supply Chain Through Collaboration

Topic: Collaboration

Turning Everyday Partnerships into Long -Term Success Stories

In today’s complex healthcare landscape, collaboration isn’t just a nice to have—it’s mission-critical. As leaders in SMI and the broader supply chain ecosystem, we face a powerful opportunity to break down barriers and forge partnerships that fuel innovation, resilience, and long-term success.

This dynamic session will:

  • Spotlight real-world success stories and bold initiatives where cross-industry collaboration is transforming global operations
  • Empower you with proven strategies, fresh ideas, and the inspiration to lead the next wave of supply chain evolution
  • Join the trailblazers who aren’t just talking about the future—they’re building it

Moderated By:
Jim Francis

Chair, Supply Chain Management & Assistant Treasurer

Ginger Sharp

Vice President and Chief
Supply Chain Officer

Mary Leonhardt

Director, Integrated
Delivery Networks

Eric Tritch

Vice President of Supply Chain & Support Services

Jeff Porubcansky

Senior Vice President Distribution & Core Products

9:30 AM -
10:00 AM ET

Networking Break

10:30 AM -
11:00 AM ET

See how to utilize these innovative solutions developed by SMI Members to propel your organization forward. Explore these latest tools, bring back actionable insights, and share them with your team and leadership to extend the value of SMI!

Supplier Diversity Playbook

UDI Quick Start Guides Use Case

Center of Excellence

CIMM Use Case

Physician White Paper

Spotlight-EE-Infographic-Graphic

Infographic from Spring HTSN/Output from Executive Exchanges

11:00 AM -
11:45 AM ET

Industry Innovations, Inspirations and Actions: 10-minute future forward TED talks

Don’t miss this new, engaging and fast-paced session where we dive into key topics shaping the future. Each topic will be presented in a dynamic TED Talk-style format, delivering impactful insights in just 10 minutes with 5 minutes of discussion.  Hear from Industry Titans:

Tina Murphy

President
& CEO

Pam Bryant

Senior Vice President and Chief Supply Chain Officer

Eric Tritch

Vice President of Supply Chain & Support Services

11:45 AM -
12:00 PM ET

Forum Adjournment and Time to Complete Evaluation