Fall 2026 Forum
The Collaboration Advantage
Navigating AI, Supply Chain Resilience, & the Future of Healthcare
Day 1: Monday, October 12
3:00 PM
Registration Opens
4:30 PM – 5:30 PM
Reception
New Member / First Timer Reception
By invitation only.
Reception
AWL Mentee Reception
AWL MENTEES by invitation only.
5:30 PM – 7:30 PM
Evening Event
Welcome Reception
Join us for the SMI Welcome Reception at the Fall Forum on the 14th Floor of the Grand Hyatt. Take in spectacular city views while connecting with fellow attendees over great food, refreshing libations, and engaging networking to kick off an exciting Forum event.
Day 2: Tuesday, October 13
7:00 AM – 7:50 AM
Breakfast
8:00 AM – 9:15 AM
General Session
Opening Keynote & Welcome
• Welcome: SMI Chair: Lisa Hohman, CEO of Concordance
• Keynote Intro: Jane Pleasants, SMI President
• Keynote: Michael Dowling
Join renowned healthcare leader Michael Dowling, CEO Emeritus of Northwell Health, for an inspiring keynote to kick off the Fall Forum. Drawing on his experience leading one of the nation's largest health systems, Michael will share insights on courageous leadership, innovation, resilience, and navigating change—offering practical lessons for supply chain and healthcare leaders preparing for the future.
9:15 AM – 9:45 AM
Networking Break
9:45 AM – 10:30 AM
General Session
Interactive Session & SMI Update
• Michael Dowling Interactive Session
• Be part of this interactive General Session featuring a live Q&A with Michael Dowling. Submit your questions and hear his candid perspectives as he responds to topics that matter most to the SMI community of leaders.
• SMI Update: Jane Pleasants, SMI President
• AWL Cohort 5
• THCA
10:30 AM – 11:00 AM
Networking Break
11:00 AM – 12:00 PM
SMI2U Workshops – Round 1
Workshop 1
Topic: Leadership
Leading in an AI-Driven World: Building the Teams, Capabilities, and Culture for the Future of Work
AI is transforming how work gets done, but access to AI alone does not create value... people do. Drawing on experience across healthcare executive teams, big tech transformation, and investment-backed organizations, we will explore what it takes for leaders to move their teams from experimentation to practical, business-driving AI adoption.
This interactive session goes beyond access and awareness to focus on the leadership behaviors (incentives, accountability, modeling) that determine successful and healthy AI adoption. Participants will leave with practical ideas for building trust and capability on their teams, and for connecting AI adoption directly to measurable business outcomes.
Key Learnings:
• Understand how AI is reshaping leadership, roles, and expectations across the workforce and where the gap between corporate and frontline adoption shows up most.
• Identify what teams need to move from access and experimentation to meaningful, sustained AI adoption.
• Explore how leaders can build trust, capability, and accountability while connecting AI use to stronger, measurable business outcomes.
This interactive session goes beyond access and awareness to focus on the leadership behaviors (incentives, accountability, modeling) that determine successful and healthy AI adoption. Participants will leave with practical ideas for building trust and capability on their teams, and for connecting AI adoption directly to measurable business outcomes.
Key Learnings:
• Understand how AI is reshaping leadership, roles, and expectations across the workforce and where the gap between corporate and frontline adoption shows up most.
• Identify what teams need to move from access and experimentation to meaningful, sustained AI adoption.
• Explore how leaders can build trust, capability, and accountability while connecting AI use to stronger, measurable business outcomes.
Speakers:
Workshop 2
Topic: AI
Beyond Healthcare: AI Lessons from Advanced Supply Chains
What Healthcare Supply Chain Leaders Can Learn from Other Industries
Leading organizations across manufacturing, distribution, and other industries are using AI to transform how they make decisions, manage operations, and strengthen supply chain performance. Hear real-world examples from organizations further along in their AI journey and explore what healthcare leaders and industry partners can learn from their experience.
Key Learnings:
• Explore innovative applications of AI across advanced supply chains.
• Identify approaches and ideas that could translate to healthcare and your organization.
• Learn from the successes, challenges, and lessons of organizations further along in AI adoption.
Key Learnings:
• Explore innovative applications of AI across advanced supply chains.
• Identify approaches and ideas that could translate to healthcare and your organization.
• Learn from the successes, challenges, and lessons of organizations further along in AI adoption.
Speakers:
Tim Gaus
title
Workshop 3
Topic: Resiliency
Reimagining the Healthcare Supply Chain
Building Resiliency for an Uncertain Future
Mergers and acquisitions, private equity, AI, and ongoing supply chain disruptions are reshaping healthcare and creating new challenges—and opportunities—for supply chain leaders. Hear how organizations are navigating this changing environment and building more resilient, agile supply chains through innovation, collaboration, and lessons learned from real-world experience.
Key Learnings:
• Explore strategies for building greater resilience and agility amid continued change and disruption.
• Examine how emerging forces—including AI, M&A, and evolving business models—are influencing supply chain strategy.
• Learn from real-world experiences and identify opportunities for stronger collaboration across the healthcare supply chain.
Key Learnings:
• Explore strategies for building greater resilience and agility amid continued change and disruption.
• Examine how emerging forces—including AI, M&A, and evolving business models—are influencing supply chain strategy.
• Learn from real-world experiences and identify opportunities for stronger collaboration across the healthcare supply chain.
Speakers:
Workshop 4
Topic: Collaboration
Collaboration Stories in Action: Real-World Partnerships That Improved Outcomes
Great partnerships drive better outcomes. Hear from two Tom Hughes Collaboration Award finalists about their real-world experiences working together that demonstrate how providers and industry partners solved complex healthcare challenges.
Key Learnings:
• Learn best practices from successful partnerships.
• Identify strategies for strengthening collaboration.
• Discover ideas to apply within your own organization.
Key Learnings:
• Learn best practices from successful partnerships.
• Identify strategies for strengthening collaboration.
• Discover ideas to apply within your own organization.
Speakers:
Workshop 5
Topic: AI
Technology and AI Across the Health System Enterprise: How Leading Health Systems Are Scaling Technology and AI Beyond Clinical Care
Technology and AI are transforming health systems well beyond clinical care. Hear directly from SMI health system leaders about where they are applying new technologies, how they are identifying and prioritizing opportunities, and what they are learning along the way. Gain an inside look at how health systems are approaching technology and AI across the enterprise—and what these evolving priorities mean for the partners who work alongside them.
Key Learnings:
• Explore how leading health systems are leveraging technology and AI across operations, supply chain, decision-making, and other enterprise functions.
• Understand how leaders are setting priorities, evaluating opportunities, and approaching governance, investment, implementation, and adoption.
• Gain insight into how evolving health system technology and AI strategies may shape future needs and opportunities for collaboration and partnership.
Key Learnings:
• Explore how leading health systems are leveraging technology and AI across operations, supply chain, decision-making, and other enterprise functions.
• Understand how leaders are setting priorities, evaluating opportunities, and approaching governance, investment, implementation, and adoption.
• Gain insight into how evolving health system technology and AI strategies may shape future needs and opportunities for collaboration and partnership.
Speakers:
Workshop 6
Topic: Clinical Integration
The Physician Executive Roundtable
Building Stronger Partnerships with Physicians
What do physicians value from their industry partners and supply chain leaders—and what gets in the way of productive engagement? Hear directly from physician executives as they share candid perspectives on what builds trust, strengthens collaboration, and leads to more meaningful partnerships. This interactive workshop will give industry partners and supply chain leaders practical insight into how to engage physicians more effectively.
Key Learnings:
• Understand what physicians value in their interactions with industry partners and supply chain leaders.
• Learn what builds trust—and what can undermine it.
• Identify practical ways to engage physicians more effectively in conversations about products, technology, innovation, and value.
• Gain insights that can strengthen physician relationships and partnerships.
Key Learnings:
• Understand what physicians value in their interactions with industry partners and supply chain leaders.
• Learn what builds trust—and what can undermine it.
• Identify practical ways to engage physicians more effectively in conversations about products, technology, innovation, and value.
• Gain insights that can strengthen physician relationships and partnerships.
Speakers:
Rahim Nazerali
title
Paul Degenfelder
title
Teresa Amato
title
Kim Amrami
title
12:00 PM – 1:00 PM
Lunch & Networking
1:00 PM – 2:30 PM
Breakout Sessions
Back by popular demand, this SMI-exclusive interactive session brings providers and industry partners together for candid, small-group discussions on the challenges and opportunities that shape trading partner relationships. Widely regarded as one of the Forum's signature experiences, attendees will collaborate on today's most pressing topics, with SMI provider members at each table facilitating meaningful conversations and practical insights.
2:30 PM – 3:00 PM
Networking Break
3:00 PM – 5:00 PM
Thought Leadership Councils
Council
Council
Supply Chain Community Impact
Council Focus: 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.
Council
Council
Key Strategic Collaboration
Council Focus: To build upon and expand SMI’S commitment to leading and modeling collaborative relationships between trading partners.
Council
Council
Clinical Integration
Council Focus: To lead the industry to an effective and sustainable integration relationship between the supply chain, clinical teams, and physician supply chain leaders.
Council
Council
Intelligent Supply Chain
Council Focus: To create educational programming and tools to drive our industry to Intelligent Supply Chain to include AI, automation, improve data access and utilization, and more.
6:15 PM
Buses Begin Departing
6:30 PM – 9:30 PM
Dinner
SMI Dinner Event on Starship Yacht
Set sail for an unforgettable evening aboard the elegant StarShip Yacht as we cruise the scenic waterfront of downtown Tampa. Buses will transport attendees to the dock for a prompt 6:30 p.m. departure, where you'll enjoy great food, networking, and the opportunity to connect with fellow attendees while taking in the views from this stunning three-level yacht.
Day 3: Wednesday, October 14
7:00 AM – 8:30 AM
Breakfast / Luggage Storage
8:30 AM – 9:30 AM
SMI2U Workshops – Round 2
Workshop 1
Topic: Leadership
Leading in an AI-Driven World: Building the Teams, Capabilities, and Culture for the Future of Work
AI is transforming how work gets done, but access to AI alone does not create value... people do. Drawing on experience across healthcare executive teams, big tech transformation, and investment-backed organizations, we will explore what it takes for leaders to move their teams from experimentation to practical, business-driving AI adoption.
This interactive session goes beyond access and awareness to focus on the leadership behaviors (incentives, accountability, modeling) that determine successful and healthy AI adoption. Participants will leave with practical ideas for building trust and capability on their teams, and for connecting AI adoption directly to measurable business outcomes.
Key Learnings:
• Understand how AI is reshaping leadership, roles, and expectations across the workforce and where the gap between corporate and frontline adoption shows up most.
• Identify what teams need to move from access and experimentation to meaningful, sustained AI adoption.
• Explore how leaders can build trust, capability, and accountability while connecting AI use to stronger, measurable business outcomes.
This interactive session goes beyond access and awareness to focus on the leadership behaviors (incentives, accountability, modeling) that determine successful and healthy AI adoption. Participants will leave with practical ideas for building trust and capability on their teams, and for connecting AI adoption directly to measurable business outcomes.
Key Learnings:
• Understand how AI is reshaping leadership, roles, and expectations across the workforce and where the gap between corporate and frontline adoption shows up most.
• Identify what teams need to move from access and experimentation to meaningful, sustained AI adoption.
• Explore how leaders can build trust, capability, and accountability while connecting AI use to stronger, measurable business outcomes.
Speakers:
Workshop 2
Topic: AI
Beyond Healthcare: AI Lessons from Advanced Supply Chains
What Healthcare Supply Chain Leaders Can Learn from Other Industries
Leading organizations across manufacturing, distribution, and other industries are using AI to transform how they make decisions, manage operations, and strengthen supply chain performance. Hear real-world examples from organizations further along in their AI journey and explore what healthcare leaders and industry partners can learn from their experience.
Key Learnings:
• Explore innovative applications of AI across advanced supply chains.
• Identify approaches and ideas that could translate to healthcare and your organization.
• Learn from the successes, challenges, and lessons of organizations further along in AI adoption.
Key Learnings:
• Explore innovative applications of AI across advanced supply chains.
• Identify approaches and ideas that could translate to healthcare and your organization.
• Learn from the successes, challenges, and lessons of organizations further along in AI adoption.
Speakers:
Tim Gaus
title
Workshop 3
Topic: Resiliency
Reimagining the Healthcare Supply Chain
Building Resiliency for an Uncertain Future
Mergers and acquisitions, private equity, AI, and ongoing supply chain disruptions are reshaping healthcare and creating new challenges—and opportunities—for supply chain leaders. Hear how organizations are navigating this changing environment and building more resilient, agile supply chains through innovation, collaboration, and lessons learned from real-world experience.
Key Learnings:
• Explore strategies for building greater resilience and agility amid continued change and disruption.
• Examine how emerging forces—including AI, M&A, and evolving business models—are influencing supply chain strategy.
• Learn from real-world experiences and identify opportunities for stronger collaboration across the healthcare supply chain.
Key Learnings:
• Explore strategies for building greater resilience and agility amid continued change and disruption.
• Examine how emerging forces—including AI, M&A, and evolving business models—are influencing supply chain strategy.
• Learn from real-world experiences and identify opportunities for stronger collaboration across the healthcare supply chain.
Speakers:
Workshop 4
Topic: Collaboration
Collaboration Stories in Action: Real-World Partnerships That Improved Outcomes
Great partnerships drive better outcomes. Hear from two Tom Hughes Collaboration Award finalists about their real-world experiences working together that demonstrate how providers and industry partners solved complex healthcare challenges.
Key Learnings:
• Learn best practices from successful partnerships.
• Identify strategies for strengthening collaboration.
• Discover ideas to apply within your own organization.
Key Learnings:
• Learn best practices from successful partnerships.
• Identify strategies for strengthening collaboration.
• Discover ideas to apply within your own organization.
Speakers:
Workshop 5
Topic: AI
Technology and AI Across the Health System Enterprise: How Leading Health Systems Are Scaling Technology and AI Beyond Clinical Care
Technology and AI are transforming health systems well beyond clinical care. Hear directly from SMI health system leaders about where they are applying new technologies, how they are identifying and prioritizing opportunities, and what they are learning along the way. Gain an inside look at how health systems are approaching technology and AI across the enterprise—and what these evolving priorities mean for the partners who work alongside them.
Key Learnings:
• Explore how leading health systems are leveraging technology and AI across operations, supply chain, decision-making, and other enterprise functions.
• Understand how leaders are setting priorities, evaluating opportunities, and approaching governance, investment, implementation, and adoption.
• Gain insight into how evolving health system technology and AI strategies may shape future needs and opportunities for collaboration and partnership.
Key Learnings:
• Explore how leading health systems are leveraging technology and AI across operations, supply chain, decision-making, and other enterprise functions.
• Understand how leaders are setting priorities, evaluating opportunities, and approaching governance, investment, implementation, and adoption.
• Gain insight into how evolving health system technology and AI strategies may shape future needs and opportunities for collaboration and partnership.
Speakers:
Workshop 6
Topic: Clinical Integration
The Physician Executive Roundtable
Building Stronger Partnerships with Physicians
What do physicians value from their industry partners and supply chain leaders—and what gets in the way of productive engagement? Hear directly from physician executives as they share candid perspectives on what builds trust, strengthens collaboration, and leads to more meaningful partnerships. This interactive workshop will give industry partners and supply chain leaders practical insight into how to engage physicians more effectively.
Key Learnings:
• Understand what physicians value in their interactions with industry partners and supply chain leaders.
• Learn what builds trust—and what can undermine it.
• Identify practical ways to engage physicians more effectively in conversations about products, technology, innovation, and value.
• Gain insights that can strengthen physician relationships and partnerships.
Key Learnings:
• Understand what physicians value in their interactions with industry partners and supply chain leaders.
• Learn what builds trust—and what can undermine it.
• Identify practical ways to engage physicians more effectively in conversations about products, technology, innovation, and value.
• Gain insights that can strengthen physician relationships and partnerships.
Speakers:
Rahim Nazerali
title
Paul Degenfelder
title
Teresa Amato
title
Kim Amrami
title
9:30 AM – 10:00 AM
Networking Break
10:00 AM – 11:00 AM
Spotlight
Get an inside look at what's new at SMI! Hear directly from SMI Members as they unveil innovative tools and programs that you can share at your organizations.
11:00 AM – 11:45 AM
Closing Session
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 four dynamic TED-style Talks from SMI members.
These are the talks everyone will be buzzing about—don't miss them!
11:45 AM – 12:00 PM
Forum Adjournment (Survey Time)
Post-Forum Events
(For AWL Cohort 5 members and BayCare Special Event Attendees)
12:00 PM – 1:00 PM
Lunch (For AWL Cohort 5 members and BayCare Special Event Attendees)
1:00 PM – 4:30 PM
AWL
AWL Cohort 5 Kick Off Workshop
BayCare
BayCare Tour
5:30 PM – 8:00 PM
Dinner
AWL Dinner (optional for those who are staying overnight)
Dinner
![](https://www.smisupplychainevents.com/wp-content/uploads/2026/08/Bill-Kopitke-Photo.jpg")
