Program Overview and Speakers

Monday, November 4, 2019

8:00 AM  ̶  8:30 AM

Why are We Here?

Khosrow R. Shotorbani, MBA, MT(ASCP) President, Executive Director, Project Santa Fe Foundation, Salt Lake City, UT


8:30 AM  ̶  8:45 AM

Clinical Lab 2.0 Workshop Structure

Director, Strategic Development and Communications

TriCore Reference Laboratories
Albuquerque, NM

8:45 AM  ̶  9:15 AM

CL2.0 Leadership: New Skills and Knowledge Sets Required to Lead and Thrive in a CL2.0 Environment

A key principle of Clinical Lab 2.0 is that laboratorians as leaders in their local health care environment must get out of the laboratory, get a seat at the table in the C-suite, be part of that conversation, and begin to be recognized as legitimate partners in leading or supporting local institutional changes in the face of changes in healthcare payment and delivery of healthcare. To be able to accomplish this, there are certain skills and knowledge that must be obtained in order to understand and be understood at the C-suite level, and to shift the mindset and vocabulary within the laboratory.

The CL2.0 Leadership segment of the Clinical Lab Workshop will be introduced by Mark Fung, MD, PhD and will describe how participants will have the opportunity to:

  • Learn the CL2.0 leadership and knowledge skillsets required to change the conversation
  • Increase knowledge of healthcare economics and finance and the evolving role their laboratory may play in CL2.0
  • Understand payer/physician/health network perspectives with changes in healthcare economics

Acquire examples of value-based partnerships to consider for their own local use.

9:15 AM  ̶  9:35 AM

C-Suite Panel: Know your Terrain

Healthcare systems are navigating their own journeys to value-based care. Mark Dixon, President of The Mark Dixon Group, moderates this panel, exploring the critical components of healthcare and population health economics from an integrated delivery network and a payer perspective.


Learn what the C-Suite cares about, what are their drivers and how we align CL2.0 with system metrics and quantify our contribution to overall outcome and cost savings.

9:35 AM  ̶  9:55 AM

Know your Terrain: Healthcare Economics

10:20 AM  ̶  10:40 AM

Know your Terrain: Value-based Care  ̶  IDN Perspective

10:40 AM  ̶  11:00 AM

Know your Terrain: Value-based Care  ̶  Payer Perspective

2:15 PM  ̶  2:35 PM

Value-based Partnership  ̶  Lab Perspective

3:00 PM  ̶  4:00 PM

Healthcare Policy Panel: Impact Policy and Practices for Reimbursement in Value-based Care

Healthcare policy is a fundamental driver for CL2.0 initiatives, as it determines how we get paid. Curt Hanson, MD, CMO for Mayo Clinic Laboratories, facilitates this panel that explores policy ramifications for CL2.0, both today and in the future.


Understand how labs can align CL2.0 with current and future healthcare policies to ensure a viable business model. Obtain insight as to how labs can influence future policy to incentivize payers and systems to pursuit optimal care outcomes over volume.


4:00 PM  ̶  5:00 PM

CL2.0 Standards: Standards of a Successful CL2.0  Laboratory  ̶  Measuring What Matters to your System

Leading this discussion on how to ”Measure What Matters” in a CL2.0 operation will be Guarav Sharma, MD and Tarush Kothari, MD,MPH. They will provide a roadmap for any laboratory aspiring to participate in the CL2.0 movement.

The CL2.0 Standards session will help you:

  • Define a minimum set of standards for being a CL2.0 lab
  • Identify what is important and critical for your laboratory and your system
  • Evaluate your current capabilities and chart an innovation pathway


Clinical Lab 2.0 Standards Roadmap

An initial innovation roadmap for existing and aspiring CL2.0 laboratories has been created based on the Objective and Key Results (OKR) methodology used by Silicon Valley companies and explained in the best-seller ‘Measure What Matters’ by John Doerr, a legendary venture capitalist. Using the OKR framework, our group has developed CL2.0 Standards emphasizing:

  • Informatics and data stewardship
  • Patient access and education
  • Clinical collaboration and system-wide impact
  • Healthcare economic and financial proficiency

The CL2.0 Standards segment will conclude with a self-assessment tool to help you begin to explore your own lab’s CL2.0 objectives and key results.

5:00 PM  ̶  5:30 PM

Day 1 Summation

Lab Medical Director, Intermountain Healthcare
Salt Lake City, UT

Tuesday, November 5, 2019

8:00 AM  ̶  8:20 AM

Welcome back

Director, Strategic Development and Communications
TriCore Reference Laboratories
Albuquerque, NM

8:20 AM  ̶  9:30 AM

CL2.0 Evidence – Tales to be Told: Project Management for Developing your Clinical Lab 2.0 Evidence Base

Facilitating a panel discussion on CL2.0 Evidence will be Kathleen Swanson, MS, RPh and James Crawford, MD, PhD. This session will help define for participants what is needed to implement a CL2.0 project. The “Project Map” for Lab 2.0 initiatives will be examined:

  • Identification and prioritization of project ideas
  • Building the intervention
  • Testing and validation
  • Implementation
  • Quantitatively Assessing Project Outcomes.

The real-life experiences of stakeholder identification, resourcing, and data management will be woven into a single “Project Map” narrative by a panel of Project Santa Fe CL2.0 experts. Time will be given to the floor, asking attendees to concisely contribute their experiences, challenges, and successes with CL2.0 initiatives.


9:50 AM  ̶  10:10 AM

Understanding the Types of Partnerships Required in Clinical Lab 2.0

Lab can’t do this alone!  Explore the kinds of internal and external partnerships that are critical for CL2.0.

10:10 AM  ̶  11:10 AM

PharmD Panel: Lab and Pharmacy Collaborating to Meet the Triple Aim in Healthcare

Internal, cross-discipline partnerships are a powerful component of CL2.0.  Michael Crossey, MD, PhD facilitates this panel discussion on the role of PharmD in CL2.0.


  • Explore the benefits of Lab Leaders partnering with their Pharmacy colleagues to manage a larger portion of healthcare dollars. Recognize the care coordination possibilities that emerge from this powerful partnership.


11:10 AM  ̶  11:30 AM

Professional Societies

What is the role of our professional societies in CL2.0? How might we partner with these established groups to further the CL2.0 movement?

12:30 PM  ̶  1:30 PM

Industry Partners Panel: Industry’s Role in the CL2.0 Movement

Industry partners play a pivotal role in the engineering of CL2.0.  Andy Hay, Chief Operating Officer of Sysmex America, facilitates this discussion.


  • Understand the responsibilities and opportunities of technology and instrumentation innovators to enable reliable portability and integration of data.
  • Learn how do we best work with our industry partners to ensure the success of our mutual industry.


1:30 PM  ̶  2:30 PM

Informatics Panel: Data is King

Actionable and predictive longitudinal patient data is the foundation of CL2.0. Brian Jackson, M.D., M.S., Associate Professor at University of Utah and Medical Director at ARUP Laboratories  Laboratories facilitates the panel discussion exploring the good, bad, and ugly of big and little data in CL2.0.


Understand the challenges associated with the acquisition, aggregation, normalization, and harmonization of big data. Recognize what our ethical obligation is when it comes to data stewardship.


2:30 PM  ̶  3:00 PM

Meeting Summation & Town Hall/Call for actions

In this session, Dr. James Crawford will lead a discussion about how attendees can follow through on all things learned in the Workshop.