SMI Spring 2026 Forum
From Insights to Action:
Moving Healthcare Forward
Tuesday, April 28
3:00 PM CT
Registration Opens
4:30 PM -
5:30 PM CT
New Member/First Timer Reception (by invitation only)
4:30 PM -
5:30 PM CT
AWL Mentee Reception (AWL MENTEES by invitation only)
5:30 PM -
7:30 PM CT
Welcome Reception
Join us under the big Texas sky for networking as we kick off the Forum. Reconnect with colleagues, catch up with friends, and meet new SMI members and special guests. This event will be held outdoors on the Garden Terrace, and the attire is business casual.
Wednesday, April 29
7:00 AM -
7:50 AM CT
Breakfast
8:00 AM -
8:30 AM CT
General Session
Welcome & SMI Update
Lisa Hohman
CEO
Jane Pleasants
President
8:30 AM -
9:30 AM CT
BACK BY POPULAR DEMAND!
Filtering the Noise Part 2: Yes, We Are Still In Chaos
Chaos didn’t end in 2025. It evolved.
In 2026, healthcare supply chain leaders are navigating persistent geopolitical tension, regulatory whiplash, margin compression, AI acceleration, and a permanently altered cost structure. The disruption is constant.
Back by popular demand, Ford Koles will deliver a 2026 state-of-the-industry briefing focused on what healthcare leaders must understand now, what’s coming next, and how to build clarity, resilience, and competitive advantage in an environment that refuses to stabilize.
This session will include a panel discussion of SMI members facilitated by Ford and Table Talk.
Ford Koles
Founder & CEO
9:30 AM -
10:00 AM CT
Networking Break
10:00 AM -
10:45 AM CT
Panel Discussion Hosted by Ford Koles with SMI Members and Table Talk
11:00 AM –
12:00 PM CT
SMI2U Workshops – Round 1
Workshop #1 SCORE Value Language™: A Framework for Executive Influence
Topic: Leadership
Strategic initiatives often stall not because the strategy is flawed, but because value messaging does not align with stakeholder priorities. This session introduces the SCORE Value Language™ framework—Strategic, Clinical, Operational, Relationship, and Economic—and provides a structured method for diagnosing and adapting to executive decision drivers. Participants will apply the framework to common leadership scenarios, including capital investment and resource allocation.
Key Learnings:
- Identify the five Languages of Value
- Align messaging to stakeholder priorities
- Reduce friction in complex decision environments
Joe Walsh
Founder
Jeromie Atkinson
Chief Supply Chain Officer
Workshop #2 From Risk to Resilience:
Supply Chain Solutions to 2025’s Top Patient Safety/Health Technology Hazards
Topic: Resiliency
As health technology and patient safety risks grow more complex, supply chain leaders play a defining role in enterprise risk management and organizational resilience. This workshop examines key insights from ECRI’s Top 10 Health Technology Hazards and Patient Safety Concerns for 2026, exploring how supply chain decisions influence risk exposure and mitigation. Small-group discussion will focus on governance, preparedness, and cross-functional alignment.
Key Learnings:
- Analyze supply chain touchpoints tied to emerging risks
- Identify cross-functional mitigation strategies
- Exchange leading practices to reduce exposure and strengthen system-wide resilience
Shannon Kooker
Executive Director Total Systems Safety
Scott Lucas
Vice President Device Safety,
Eric Tritch
Sr. Vice President of Supply Chain & Support Services and Chief Supply Chain Officer
David Davis, MBA
Vice President of Supply Chain
Workshop #3 Collaboration in Action: Turning Everyday Partnerships into Long -Term Success
Topic: Collaboration
Sustained performance requires partnerships grounded in governance, transparency, and shared accountability. This session examines two Tom Hughes Collaboration Award Nominations—Cleveland Clinic + Clarium and Stanford Medicine + Becton, Dickinson and Company—where collaboration evolved beyond contracting into enterprise alignment. Discussion will focus on structural enablers, executive sponsorship, and the role of shared data in driving long-term value.
Key Learnings
- Examine governance models that support alignment
- Evaluate the role of executive sponsorship in collaboration
- Assess how data transparency strengthens partnerships
- Identify drivers of sustained enterprise value in partnerships
Facilitators
Jim Francis
Chair, Supply
Chain Management
Eric O’Daffer
Industry
Expert
Speakers
Sarah Charai
Executive Director
of Supply Chain
Operations
Steve Liou
Chief Executive
Officer
Amanda Chawla
SVP Chief Supply Chain and Post Acute Care Officer
Sree Duggineni
VP Strategic
Sourcing and
Supplier Relations
John Halsey
Strategic
Customer
Vice President
Workshop #4 AI in Practice: Applied Use Cases in Healthcare Supply Chain
Topic: AI
Artificial intelligence is transitioning from experimentation to operational application. This session features two use cases demonstrating how organizations are applying AI to improve recall management and supply chain visibility. Participants will engage in guided discussion focused on implementation considerations and future opportunities.
Key Learnings
- Review applied AI solutions in healthcare supply chain
- Understand implementation challenges and lessons learned
- Explore emerging use cases
- Identify considerations for responsible adoption
Facilitator
Keith Lohkamp
Vice President, Product Management
Speakers
Guillermo M. Ramas
Healthcare Technology Executive
Michelle Kosovec
Workshop #5 Strengthening End-to-End Supply Chain Collaboration
Topic: Transparency
Limited visibility across providers, manufacturers, and distributors continues to create inefficiency and risk. In this collaborative workshop, leaders from each sector will outline current challenges and engage participants in identifying practical solutions. The discussion will explore global visibility, process alignment, and shared accountability.
Key Learnings
- Identify critical visibility gaps across stakeholder touchpoints
- Explore opportunities to improve data transparency
- Discuss cross-partner collaboration strategies
- Outline actionable next steps
Facilitator
Kevin Nelson
Industry Expert
Speakers
Tom Harvieux
SVP & Chief Supply Chain Officer, SMI Board Member
Josh Wolfe
SVP Inventory Management
Michael Franken
SVP Global
Supply Chain
Betsy Wormet
Chief Commercial Officer
12:00 PM -
1:00 PM CT
Lunch & Networking
1:00 PM -
2:30 PM CT
Candid Conversations: Real Issues | Real Solutions
Designed by the SMI Forum Advisory Group, these small breakout sessions are laser-focused on the topics you are facing every day — with more intentional engagement to ensure balanced perspectives and meaningful conversation.
This facilitated, small-group dialogue brings providers and industry partners together as peers to explore timely, shared challenges. The focus is candid insight, mutual understanding, and practical learning centered on the issues that matter most right now. EACH TABLE WILL INCLUDE A PROVIDER FACILITATOR TO HELP GUIDE THE CONVERSATION AND ENSURE EVERY VOICE IS HEARD.
Don’t miss this opportunity to be part of the conversation shaping what’s next.
2:30 PM -
3:00 PM CT
Networking Break
3:00 PM-
5:00 PM CT
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,
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, Strategic Supplier Engagement & Community Benefit Reporting
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
Keith Lohkamp
vice president, product management for Supply Chain Management for Healthcare
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
Chair, Supply
Chain Management
Matt Brandt
CEO & Founder
6:15 PM CT
Buses to COSM begin departing Westin Stonebriar
6:30 PM -
9:30 PM CT
SMI Dinner Event at COSM
BACK BY POPULAR DEMAND!
We will be returning to COSM! Step into the action with COSM’s groundbreaking, dynamic virtual reality world while networking and making meaningful connections with your peers. The excitement continues both inside COSM and outside on the patio, where you’ll take in stunning city views as the energy carries on.
Thursday, April 30
7:00 AM -
8:30 AM CT
Breakfast/Luggage Storage
8:30 AM -
9:30 AM ET
SMI2U Workshops – Round 2
Workshop #1 SCORE Value Language™: A Framework for Executive Influence
Topic: Leadership
Strategic initiatives often stall not because the strategy is flawed, but because value messaging does not align with stakeholder priorities. This session introduces the SCORE Value Language™ framework—Strategic, Clinical, Operational, Relationship, and Economic—and provides a structured method for diagnosing and adapting to executive decision drivers. Participants will apply the framework to common leadership scenarios, including capital investment and resource allocation.
Key Learnings
- Identify the five Languages of Value
- Align messaging to stakeholder priorities
- Reduce friction in complex decision environments
Joe Walsh
Founder
Jeromie Atkinson
Chief Supply Chain Officer
Workshop #2 From Risk to Resilience:
Supply Chain Solutions to 2025’s Top Patient Safety/Health Technology Hazards
Topic: Resiliency
As health technology and patient safety risks grow more complex, supply chain leaders play a defining role in enterprise risk management and organizational resilience. This workshop examines key insights from ECRI’s Top 10 Health Technology Hazards and Patient Safety Concerns for 2026, exploring how supply chain decisions influence risk exposure and mitigation. Small-group discussion will focus on governance, preparedness, and cross-functional alignment.
Key Learnings
- Analyze supply chain touchpoints tied to emerging risks
- Identify cross-functional mitigation strategies
- Exchange leading practices to reduce exposure and strengthen system-wide resilience
Shannon Kooker
Executive Director Total Systems Safety
Scott Lucas
Vice President Device Safety,
Eric Tritch
Sr. Vice President of Supply Chain & Support Services and Chief Supply Chain Officer
David Davis, MBA
Vice President of Supply Chain
Workshop #3 Collaboration in Action: Turning Everyday Partnerships into Long -Term Success
Topic: Collaboration
Sustained performance requires partnerships grounded in governance, transparency, and shared accountability. This session examines two Tom Hughes Collaboration Award Nominations—Cleveland Clinic + Clarium and Stanford Medicine + Becton, Dickinson and Company—where collaboration evolved beyond contracting into enterprise alignment. Discussion will focus on structural enablers, executive sponsorship, and the role of shared data in driving long-term value.
Key Learnings
- Examine governance models that support alignment
- Evaluate the role of executive sponsorship in collaboration
- Assess how data transparency strengthens partnerships
- Identify drivers of sustained enterprise value in partnerships
Facilitators
Jim Francis
Chair, Supply
Chain Management
Eric O’Daffer
Industry
Expert
Speakers
Sarah Charai
Executive Director
of Supply Chain
Operations
Steve Liou
Chief Executive
Officer
Amanda Chawla
SVP Chief Supply Chain and Post Acute Care Officer
Sree Duggineni
VP Strategic
Sourcing and
Supplier Relations
John Halsey
Strategic Customer
Vice President
Workshop #4 AI in Practice: Applied Use Cases in Healthcare Supply Chain
Topic: AI
Artificial intelligence is transitioning from experimentation to operational application. This session features two use cases demonstrating how organizations are applying AI to improve recall management and supply chain visibility. Participants will engage in guided discussion focused on implementation considerations and future opportunities.
Key Learnings
- Review applied AI solutions in healthcare supply chain
- Understand implementation challenges and lessons learned
- Explore emerging use cases
- Identify considerations for responsible adoption
Facilitator
Keith Lohkamp
Vice President, Product Management
Speakers
Guillermo M. Ramas
Healthcare Technology Executive
Michelle Kosovec
Workshop #5 Building End-to-End Visibility Across the Healthcare Supply Chain
Topic: Transparency
Limited visibility across providers, manufacturers, and distributors continues to create inefficiency and risk. In this collaborative workshop, leaders from each sector will outline current challenges and engage participants in identifying practical solutions. The discussion will explore global visibility, process alignment, and shared accountability.
Key Learnings
- Identify visibility gaps across stakeholder touchpoints
- Explore opportunities to improve data transparency
- Discuss cross-partner coordination strategies
- Outline actionable next steps
Facilitator
Kevin Nelson
Senior Operating Partner and Advisory Board Member
Speakers
Tom Harvieux
Chief Supply Chain Officer
Josh Wolfe
SVP Inventory Management
Michael Franken
SVP Global
Supply Chain
Betsy Wormet
Chief Commercial Officer
9:30 AM -
10:00 AM CT
Networking Break
10:00 AM -
11:00 AM CT
Get an inside look at what’s new at SMI! Hear directly from SMI Members as they unveil innovative tools and programs – including a Special Summer Event, physician-led initiatives, our Center of Excellence, and the launch of an exciting new Leadership Podcast series.
11:00 AM -
11:45 AM CT
BACK BY POPULAR DEMAND!
Industry Innovations, Inspirations and Actions: 10-minute future forward TED talks
Back by popular demand—get ready for an unforgettable closing session featuring three dynamic TED-style Talks from SMI members.
Experience the passion and insight of Tina, Emily, and Martin as they take the stage to share bold innovations, fresh inspiration, and actionable ideas for the SMI community. Each powerful 10-minute talk is designed to spark new thinking and deliver takeaways you can put into action.
These are the talks everyone will be buzzing about—don’t miss them!
Tina Murphy
President
& CEO
Emily Gallo
Senior Vice President & General Manager
Martin Marshall
Dr. Aarathi Cholkeri-Singh is a Minimally Invasive Gynecologic Surgeon who completed her fellowship training through the AAGL in 2007. She was in private practice in Metropolitan Chicago for nearly 13 years during which time she developed and led courses at multiple national and international meetings, published manuscripts in well-recognized, peer-reviewed medical journals, contributed book chapters in medical textbooks, served as a leader, including elected Board positions, in medical societies and communities, and worked with several industry partners on advancing women’s health care. Dr. Cholkeri-Singh made significant contributions in the work of both laparoscopy and hysteroscopy, including, but not limited to, isthmocele repairs, retained products of conception, embryofetoscopy, and training and education. She recently shifted from direct patient care into industry leadership where she currently serves as the KARL STORZ United States Executive Director and Chief Medical Officer for Medical & Scientific Affairs.
For more than two decades, Vatanka Murphy has guided GHX’s vision, mission, and strategic direction, supporting the company’s growth to become the industry’s largest cloud-based supply chain network. As president and chief executive officer (CEO), she is leading the charge in helping the healthcare ecosystem move faster, operate more intelligently, and achieve greater outcomes.