CFO Breakfast Roundtable: Navigating Growth, Capital, and Operational Challenges

Health care CFOs are balancing an increasingly complex environment marked by reimbursement pressures, workforce shortages, rising costs, and evolving growth opportunities. This interactive roundtable will bring together financial leaders from across the health care industry to discuss the strategies they are employing to manage risk, allocate capital, and drive sustainable growth. Through candid conversation and peer-to-peer insights, attendees will gain perspective on emerging financial trends, operational challenges, and the priorities shaping executive decision-making in today’s market.

• Bill Swart (Moderator) – Shareholder (Munsch Hardt)
• Robert Diamond – Senior Vice President, Head of Finance, MSO (Cencora)
• Terry Massey – Chief Financial Officer (Mann Eye)
• Mike Olson – Senior Vice President, Healthcare Business Banking (PNC Bank)

Preparing for the Sale: Positioning Your Business for Maximum Value

The most successful sellers begin preparing long before a transaction is on the horizon. This panel will bring together experienced executives and advisors to discuss the strategic, financial, legal, and operational initiatives that help maximize valuation and improve transaction outcomes. From corporate governance and compliance to scalable growth strategies and diligence preparation, attendees will gain practical insights into building a business that attracts buyers, withstands scrutiny, and is positioned for a successful sale.

• Ryan Revisore (Moderator) – Shareholder (Munsch Hardt) 
• Amy Carenza – President (ActivePure Medical) 
• Tatiana Fofanova, Ph.D. – Co-Founder + Chief Executive Officer (Koda Health)
• Spencer Salovaara – Chief Executive Officer (The Airway Dentists)

Behind the Deal: Lessons from Successful Transactions

Every successful transaction tells a unique story of strategic vision, collaboration, and execution. This panel will bring together key participants from completed health care transactions to provide a behind-the-scenes look at the deal process from multiple perspectives. Panelists will discuss the objectives that drove the transaction, challenges encountered during negotiations and diligence, and the factors that ultimately contributed to a successful outcome. Attendees will gain practical insights and firsthand lessons that can be applied to future transactions and growth initiatives.

• Daniel Sternthal (Moderator) – Shareholder (Munsch Hardt)
• Steven Carmen – Managing Partner (Bayshore Growth Partners)
• Taylor Curtis – Chief Corporate Development Officer (IKS Health)
• AJ Shekar – Director (Provident Health Care Partners)

Regulatory Update: Navigating the Legislative & Regulatory Landscape

Texas lawmakers and regulators continue to influence the health care landscape through new legislation, agency guidance, and enforcement priorities. This panel will provide a timely update on the most significant developments affecting health care providers, investors, and operators across the state. Attendees will hear perspectives from industry leaders and legal professionals on recent legislative activity, regulatory changes, and practical considerations for compliance and strategic planning heading into the coming year.

• Eddy de los Santos (Moderator) – Shareholder (Munsch Hardt)
• Evan Autry – Managing Principal (Autry Public Affairs)
• Jaclyn Fisherman – Market Director of Government Affairs (St. Luke's Health)
• Jack Freeze, J.D. – Director of Government Affairs and General Counsel (Texas Nurses Association)

Growing While Staying Independent: Strategies for Sustainable Expansion

In a market increasingly defined by consolidation, independent health care organizations face a critical question: how do you scale, compete, and thrive without ceding control? This panel will explore the strategic, operational, and financial considerations involved in pursuing growth while maintaining control of an organization’s mission, culture, and governance. Industry leaders will share real-world experiences navigating expansion initiatives, strategic partnerships, and capital needs while preserving independence and autonomy in an increasingly competitive marketplace.

• Stuart Miller (Moderator) – Shareholder (Munsch Hardt)
• Dr. Adeeb Dwairy – President (Houston Regional Gastroenterology Institute)
• Mahmood Dweik – Co-Founder + Vice President (CLS Health)
• Dr. Nolan Perez – Gastroenterologist + Chief Executive Officer (Texas Digestive Specialists)

Building Growth: Real Estate Strategies for Health Care Leaders

Real estate remains a critical component of health care growth, operations, and investment strategy. From ambulatory facilities and medical office buildings to behavioral health campuses and specialty care centers, organizations must carefully evaluate how real estate decisions support long-term business objectives. This panel will explore current trends in health care real estate, including acquisition strategies, development opportunities, lease considerations, and capital market dynamics. Panelists will share insights on how providers and investors are leveraging real estate to support expansion, improve operations, and create value.

• Glenn Callison (Moderator) – Shareholder (Munsch Hardt)
• Madeline Cleary – Assistant Director, Health + Life Sciences (Savills USA)
• Steven Kaufman – Chief Executive Officer + Founder (Zeus Companies + Zeus Healthcare)
• Craig Laher – Chief Executive Officer (Wellness Districts)

Investor Perspectives: Where Capital Is Flowing in Health Care Today

Real estate remains a critical component of health care growth, operations, and investment strategy. From ambulatory facilities and medical office buildings to behavioral health campuses and specialty care centers, organizations must carefully evaluate how real estate decisions support long-term business objectives. This panel will explore current trends in health care real estate, including acquisition strategies, development opportunities, lease considerations, and capital market dynamics. Panelists will share insights on how providers and investors are leveraging real estate to support expansion, improve operations, and create value.

• Gareth Petsch (Moderator) – Managing Director (pH Partners)
• Aaron Handler – Partner (Lumea Partners)
• Ben Hernandez – Chief Executive Officer + Managing Director (Skytale Group)
• Blake Peart – Managing Director (VERTESS)