board of advisors · board of advisors the bryan university esteemed board of advisors guides the...
TRANSCRIPT
BOARD OF ADVISORS
“We believe in challenging the boundaries of traditional education and in liberating
the innate greatness in people.”
BOARD OF ADVISORS
The Bryan University esteemed Board of Advisors guides the design and
development of our program offerings. Comprised of the field’s leading
experts, the Board also helps us shape and realize our University-wide vision.
With their direction and support, we ensure that all of our students get the
comprehensive education and practical skills they need to compete for top
career opportunities.
Ronald E. Bachman has been at the center of U.S. healthcare transformation, advancing consumer-based
solutions to lower the number of uninsureds, improve mental health coverage, develop the concept of consumer-
centric Medicare and Medicaid, and advance employer introductions of healthcare consumerism. Over the years,
Mr. Bachman has consulted with various government agencies on national health issues and legislative
and regulatory proposals. He has worked on special projects with the Center for Health Transformation
(CHT) and Speaker Gingrich on health policy issues and market transformation ideas. He also worked
closely with the Bush White House and Treasury on the language and principles of the 2002 Health
Reimbursement Arrangement guidelines, and through CHT to provide policy input on Health Savings
Accounts. Working across the political aisle, Ron has worked with the Carter Center, Senator Kennedy,
and Senator Wellstone on mental health issues. He has testified in over 30 states and before Congress in
support of mental health parity.
Formerly, Mr. Bachman was a Principal with PricewaterhouseCoopers LLP, where he consulted to a
broad range of clients including employers, HMOs, hospitals, physicians, indemnity carriers, BlueCross/
BlueShield plans, and State and Federal Agency clients.
As an actuary, he has extensive experience in healthcare strategy for payers, providers, and employers. He
has served as a designated expert on actuarial issues to the Centers for Medicare and Medicaid Services,
the Congressional Budget Office, the Department of Labor, the National Institute of Mental Health, the
Substance Abuse and Mental Health Services Administration, and several members of Congress.
Currently, he is the President and CEO of Healthcare Visions, a thought leadership firm dedicated to advancing
ideas and policy initiatives that are impacting the U.S. health care market. Mr. Bachman is also a Senior Fellow
of the Center for Health Transformation, the National center for Policy Analysis, the Wye River Group
on Health, and the Georgia Public Policy Foundation.
Ronald E. Bachman FSA, MAAA
President & CEO, Healthcare Visions Inc.Former Principal/Sr. Partner, Healthcare, PricewaterhouseCoopers LLPHealth Informatics Board Member, Bryan University
Mark Blatt, MD
Worldwide Medical Director, Intel CorporationHealth Informatics Board Member, Bryan University
Dr. Blatt joined Intel’s New Business Group in the summer of 2000. He is currently Worldwide Medical
Director in the Sales and Marketing Group. In this role, he is concentrating on how HIT infrastructure
can enable providers to deliver cost-effective, quality care to a wide cohort of citizens. He has a particular
interest in Mobile Point-of-Care, Cloud Computing, Security, and Care Delivery reform.
Prior to this, Dr. Blatt served for three years as Manager for Worldwide Healthcare Strategies in the Sales
and Marketing Group. During this time, he played a key role in formulating Intel’s Integrated Digital
Hospital vision. This vision has gained significant momentum and mindshare with Intel’s healthcare
customers, fellow travelers, and industry thought leaders worldwide.
From 2005-2007, he was the Director for Global Healthcare Strategies in the Digital Health Group.
During this time, he helped design Intel’s Payor and Pharma strategy and worked with the team that
brought Intel’s Mobile Clinical Assistant (MCA) computing platform to market. Dr. Blatt received the
Intel Achievement Award, Intel’s highest honor, in 2007 for the MCA design.
During 2008-2009, in the area of care delivery reform, Dr. Blatt worked with an Intel-developed Personal
Health IT system designed to assist with care delivery outside the hospital. Dr. Blatt has worked with care
delivery systems in many countries including the UK, China, Mexico, Australia and the USA to enable
cost-effective, sustainable systems that will allow clinicians to provide “virtual care” to patients in settings
as diverse as rural remote clinics or the patient’s home.
Prior to joining Intel, he was the managing partner of a five-provider group in Family Practice. He
practiced family medicine for 15 years before returning to Yale University to earn his MBA (2000) in
finance. Dr. Blatt earned his medical doctorate at Albany Medical College of Union University (1979).
He completed a residency in Family Practice at the University of Connecticut (1982). He then served two
years as a Commissioned Officer in the U.S. Public Health Service before starting private practice. He has
also worked on a variety of health-related Internet business efforts including an early platform in 2001 to
deliver home-based medical care.
He is a member of the IEEE Medical Technology Policy Committee and the American Telemedicine
Association, and a board member for the Center for Improving Medication Management. He is a lifetime
member of the American Academy of Family Physicians and a Diplomat of the American Board of Family
Practice (1982-2010).
Mr. Cohen has more than 30 years of management, legal, corporate executive and general counsel
experience. He has served as General Counsel at Ohio Power and Columbus Southern Power Companies,
Senior Director of Corporate Legal Markets and Strategic Alliances/Licensing at Lexis-Nexis, Vice
President at Lexford Residential Trust, Deputy Law Director for the City of Cuyahoga Falls, and Assistant
Law Director for the City of Akron. Mr. Cohen has also served as Senior Vice President and managing
director of Legal Services for a large legal services organization focusing on complex litigation matters
and bankruptcies, and served as COO of Integrex Professional Claims Services where he was responsible
for operations, IT, sales, and marketing. Currently, he leads RenewData’s external activities and client
advisory service functions.
Mr. Cohen also serves on the Strategic Advisory Board for Trustifi Corporation, a provider of digital content
authentication solutions, and has served as the President of the American Corporate Counsel Association
in Ohio, Editor-in-Chief of the Electricity Journal, and former Editor of the Energy Information Bulletin.
His prestigious memberships include the American and Ohio State Bar Associations, the ABA Class
Actions/Derivative Suits Subcommittee, the Corporate Counsel Advisory Board for The Metropolitan
Corporate Counsel, former Chair of the American Bar Association’s Coordinating Group on Energy
Law and the Ohio Electric Utility Legal Committee, and a former Co-chair of the American Bankruptcy
Institute’s Mass Torts Subcommittee. Mr. Cohen is a recipient of the Distinguished Legal Service Award
conferred by Corporate Legal Times.
Mr. Cohen holds a bachelor’s degree from the State University of New York at Buffalo and a juris doctor
from the University of Akron School of Law.
Richard CohenVice Chairman, RenewDataE-Discovery Board Member, Bryan University
Scott M. CohenDirector of E-Discovery Support Services, Winston & Strawn LLPE-Discovery Board Member & Professor, Bryan University
Throughout his career, Scott Cohen has worked in a consultative capacity with law firms and corporate
legal departments enabling them to effectively leverage technology in all legal practice areas. With a
focus on electronic discovery, records management, and litigation readiness, he advises firm lawyers and
clients on a wide variety of technical issues relating to discovery in complex litigation. Prior to joining
Winston & Strawn, Mr. Cohen was the Practice Support Director for Proskauer Rose LLP, where he was
responsible for the development and operation of the firm’s practice support department. Mr. Cohen also
served as the Director of Information Technology for MetLife, where he was responsible for providing
general technology and litigation support services to the corporation’s large and geographically dispersed
legal, records and internal audit departments.
As the Director of E-Discovery Support Services at Winston & Strawn LLP, Mr. Cohen is responsible for
all aspects of the firm’s litigation support technology, electronic discovery operations, and document review
center management. He is a frequent writer and speaker on a variety of topics ranging from electronic
discovery best practices and legal cost control, to leadership development, performance management, and
staff mentoring in legal organizations.
Mr. Cohen is a member of The Sedona Conference® Working Group on Electronic Document Retention
and Production and an Executive Board Member of the East Coast Association of Litigation Support
Managers. He is also an active member of the International Legal Technology Association Practice
& Litigation Support peer group, the Association for Information and Image Management, and the
American Records Management Association.
Mark Dente, MDChief Medical Officer, GE Healthcare ITHealth Informatics Board Member, Bryan University
Dr. Mark Dente started his informatics career over 19 years ago after graduating from Boston University
School of Medicine. He focused on new approaches to increase patient safety, drive physician adoption of
technology, and create new methods to implement evidence-based medicine.
Prior to joining GE Healthcare, Dr. Dente served as President of MBS Service Inc., a consulting company
providing international executive healthcare management services. Earlier in his career, he served as Vice
President and Chief Medical Officer for Wang Healthcare Information Systems, and led the design of an
ambulatory electronic medical record.
In his former role as Chief Medical Informatics Officer for GE Healthcare Information Technology,
his responsibilities included applying domain expertise in informatics to drive comparative effectiveness
research, strategic evaluation of emerging technologies for the healthcare portfolio, as well as developing and
delivering GE’s clinical informatics research direction and messaging globally. Additional responsibilities
included clinical liaison for GE’s standards based interoperability strategies, knowledge management and
evidence-based medicine, and secondary use of clinical data programs.
As Chief Medical Officer for GE Healthcare Information Technology, Dr. Dente’s responsibilities include
leading the organization’s clinical and informatics strategy, representing GE on government, health
ministries, medical societies and advocacy committees and task forces, evaluating and executing on
strategic corporate, industry and research objectives, and supporting GE’s Healthcare IT regulatory needs.
Dr. Dente also serves as the lead physician executive for GE Healthcare IT. In this role, Dr. Dente’s
responsibilities include developing strategic innovation programs while working closely with academic,
government, and industry leaders in identifying government and industry research opportunities. He
has co-authored numerous articles and policy papers and is currently serving on the Advisory Council to
HL7 Board of Directors, as well as the Medical & Scientific Board for the Alzheimer Association N.E.
He is also passionate about driving GE’s Translational Personalized Medicine initiative at the national and
international level.
Ian Duncan, FSA, FIA, FCIA, MAAA
Vice President, Clinical Outcomes & Analytics, Walgreen Co.Founder, Solucia ConsultingHealth Informatics Board Member & Professor, Bryan University
In 1998, Ian Duncan founded Solucia Consulting, from which he is now retired. Solucia is based in
Hartford, Connecticut, and provides analytical data, predictive modeling, and consulting services to the
healthcare financing industry. He has over 30 years of experience in healthcare and insurance product
design, management, financing, pricing, and delivery. Mr. Duncan currently serves as Vice President of
Clinical Outcomes (Research) at the Walgreen Company in Chicago.
Academically, Mr. Duncan serves as an Adjunct Faculty member at Georgetown University where he is
leading a multi-year project to evaluate the financial outcomes of Massachusetts Healthcare Reform, and
he serves as an Adjunct Professor of Statistics at the University of California, Santa Barbara. Mr Duncan
is a Fellow of the Society of Actuaries, the Institute of Actuaries in London, and the Canadian Institute of
Actuaries. He is active in public policy and healthcare reform, and serves on the board of directors of the
Commonwealth of Massachusetts Health Insurance Connector Authority. He is the author of 25 peer-
reviewed papers, several book chapters, and three books. His books include: Managing and Evaluating
Healthcare Intervention Programs (2008) and Healthcare Predictive Modeling and Risk Adjustment (2011).
Mr. Duncan holds a post-graduate degree in economics from Balliol College, Oxford.
Cris V. Ewell, Ph.D.Chief Information Security Officer, Seattle Children’sHealth Informatics Board Member & Professor, Bryan University
Dr. Ewell is the Chief Information Security Officer at Seattle Children’s, a $1.26 billion not-for-profit
pediatric hospital, academic medical center, and research institute. Supporting children and families
across Washington, Alaska, Montana, and Idaho, Seattle Children’s has an academic relationship with
the University of Washington’s School of Medicine and provides advanced cancer treatments through the
Seattle Cancer Care Alliance.
As the senior leader in the Information Security program, Dr. Ewell has full strategic and operational
oversight for building and managing the security framework, teams, programs, and policies to decrease
exposure, drive awareness, and minimize risk for the organization. Along with Seattle Children’s, he has
worked with several other organizations to help them implement risk management practices to address
information security risks and to promote meaningful dialogue about the information security program
with executive management and board members. Prior to joining Seattle Children’s, he served as the
Director of Information Security Operations at the University of Washington, Chief Security Officer for
PEMCO Corporation, and Chief Technology Officer for Breakwater Security.
Dr. Ewell is a Certified Information Security Professional, Certified Information Security Manager, and
is a member of IEEE, ACM, AHIMA, and several local information security organizations. Dr. Ewell
also serves as an Adjunct Professor for Norwich University, and is a guest lecturer at the University of
Washington. His current research areas include information security risk management and intrusion
detection.
Dr. Ewell has a bachelor’s and master’s in Information Technology and a Ph.D. in Computer Information
Systems with a concentration in Information Security.
Kevin M. Fickenscher serves as the President and CEO of AMIA, the association of professionals involved
in transforming healthcare by creating knowledge from data and information that increases quality,
reduces costs, and enhances services. Dr. Fickenscher is passionate about the urgent need for solving our
nation’s healthcare problems and believes that the use of biomedical and health informatics can distill
information for solving quality, cost, and service issues.
Dr. Fickenscher has served in several administrative healthcare leadership roles as Senior Vice President
and Chief Medical Officer for two of the premier integrated healthcare systems in the nation, Aurora
Health Care and Catholic Healthcare West. He first moved into the information technology world as the
Chief Medical Officer at WebMD, then as Director of Clinical Transformation at Computer Sciences
Corporation (CSC).
Before joining AMIA in 2012, he served in a variety of domestic and international positions for Dell
Healthcare Services, primarily through the company’s acquisition of Perot Systems where Dr. Fickenscher
served as the Chief Medical Officer and leader of the Healthcare Information Technology consulting
practice. He led the organization’s International Healthcare practice and extended operations into the
Middle East, India, China, and Latin America.
Dr. Fickenscher served as the Health Advisor to the Biden for President Campaign in 1988, and he served
as a member of the Clinton Healthcare Task Force in 1992. Since 1988, he has been an Associate of the
American College of Healthcare Executives, a Certified Physician Executive, a Fellow with the American
College of Physician Executives, and a Fellow of the American Academy of Family Physicians. He has served
as a Diplomat of the American Board of Medical Management since 1992. He was one of Modern Healthcare
magazine’s 50 Most Powerful Physician Executives in Healthcare in 2007 and recognized as an Emerging
Healthcare Leader in 1991 by The Healthcare Forum, Korn/Ferry International. Dr. Fickenscher was also a
Regional White House Fellow finalist in 1984 and a Kellogg National Fellow in 1985.
Dr. Fickenscher graduated from the University of North Dakota, School of Medicine and Health Sciences
in 1978 and trained as a family physician. He obtained his Family Practice Board Certification in 1982.
He is a father of three, an avid gourmet cook, and an enthusiastic golfer.
Kevin M. Fickenscher, MD, CPE, FACPE, FAAFP
President & CEO, AMIAHealth Informatics Board Member, Bryan University
Dr. Steven R. Gerst is Vice President of Medical Affairs for MedCurrent Corporation, one of the leading
clinical decision software companies in the nation. He began his career as a Senior Consultant for what
is now Premier, Inc., serving 2,400 hospitals nationally. He currently consults with a variety of leading
national health care information technology companies around Accountable Care Organizations and
Electronic Medical Record systems with clients that include Cleveland Clinic, Tenet Hospitals, Sutter
Health, and over 100 IPA, MSO, ACO and Medicare Advantage plans providing services to more than
20 million patients nationally and internationally.
Prior to joining MedCurrent, Dr. Gerst was Vice President of VISTA Health Plan in Hollywood, Florida,
(a $1.2 billion HMO, the largest in South Florida), Regional Medical Director and Senior Consultant for
what is now PricewaterhouseCoopers LLP, and President and CEO of the PPO Division of Columbia/
HCA – The Healthcare Corporation under Florida’s current Governor Rick Scott. He is also former
President of the International Medical Travel Association of the Americas, which was sponsored by the
Singapore National Government. Prior to that, Dr. Gerst was Assistant Vice President of Crawford &
Company, where he built the first national PPO for workers compensation and group health for AIG and
other Crawford clients.
Dr. Gerst is a graduate of the College of Physicians & Surgeons of Columbia University, earned his
undergraduate and master’s degree in Public Health and Hospital Administration from Columbia, his
MBA from the Goizueta School of Business at Emory University in Atlanta, and is completing a doctorate
in Finance and a master’s in Taxation at Nova Southeastern University. He has also recently completed
courses at the Harvard Business School, Law School and School of Public Health. Dr. Gerst is a Diplomat
in the American College of Healthcare Executives and holds FINRA Series 7 and 66 licenses for healthcare
investment banking and is preparing for his Series 79.
Steven R. Gerst, MD, MBA, MPH, CHE
Senior Vice President and Chief Medical Officer, MZI HealthcareVice President of Medical Affairs, MedCurrent CorporationHealth Informatics Board Member & Professor, Bryan University
William Hamilton is board certified in business litigation and intellectual property by the Florida Bar.
His work includes complex business litigation in the areas of contract, software and technology disputes,
intellectual property, e-commerce, data security, telecommunications, trade regulation, unfair trade
practices, and internal investigations. Mr. Hamilton is also a neutral, arbitrator, and mediator for the
World Intellectual Property Organization, the International Trademark Association, and the American
Arbitration Association. He has been honored by inclusion in Best Lawyers in America®, Chambers USA®,
Florida Legal Elite®, and Florida Super Lawyers®. He is also a Litigation Counsel of America® Fellow and
a Fellow of the Florida Bar.
Mr. Hamilton has been a pioneer in e-Discovery education, having taught e-Discovery and evidence
at law schools, judicial conferences, and American Arbitration Association University. He is a featured
speaker and writer on electronic discovery and evidence, and his e-Discovery articles have appeared in
numerous journals including the ABA Family Advocate®, the ABA Litigation Magazine®, and on Quarles
& Brady’s e-Discovery blog, E-Discovery Bytes. Mr. Hamilton is the co-author of the LexisNexis Practice
Guide Florida E-Discovery and Evidence.
Mr. Hamilton is currently the Chair of Quarles & Brady’s e-Discovery practice where he works closely
with the firm’s e-Discovery litigation support team on a wide variety of electronic discovery projects. He
is a member of The Sedona Conference® Working Group on Electronic Discovery and is also a member
of the Electronic Discovery Reference Model®.
Mr. Hamilton received his bachelor’s degree cum laude from Lehigh University in Bethlehem, Pennsylvania,
and a master’s degree in Philosophy from Washington University in St. Louis, Missouri. He received his
juris doctor cum laude from the University of Florida College of Law where he wrote for the Law Review.
William F. HamiltonPartner, Quarles & Brady LLPDean of Academic Affairs, Bryan University Dean & Chairman, Department of E-Discovery, Bryan University
Ehab Hanna, MD, FHM
Associate Chief Medical Information Officer, UHSSenior Advisor to the Department of Health Informatics, Bryan University
Dr. Ehab Hanna is the Associate Chief Medical Information Officer (CMIO) at Universal Health Services
Inc. (UHS), a Fortune 500 company which owns and operates 231 acute care hospitals, behavioral health
facilities, and ambulatory centers nationwide with more than 65,000 employees. It is one of the nation’s
largest healthcare management companies.
In 2002, Dr. Hanna joined Eastern Maine Medical Center, a leading Pioneer Accountable Care
Organization, as a Hospitalist. In 2005, he became Assistant Chief Medical Informatics Officer, where
he co-led the successful implementation of the Medical Center’s Electronic Medical Record (EMR) and
Computerized Physician Order Entry system, winning the prestigious 2007 Davies Award for his work.
In 2011, Dr. Hanna joined UHS as the Corporate Medical Director for Clinical Content and was rapidly
promoted to Associate CMIO, co-leading UHS’s Cerner EMR roll-out to its 24 acute care facilities. Dr.
Hanna successfully completed the AMIA’s 10x10 informatics program as well as the Advisory Board
Healthcare Leadership Academy. His interests include: the optimal use of technology to improve efficiency,
safety, and quality; utilizing decision support to improve care; understanding human factors as they relate
to user interface and change management; promoting better healthcare policy and leadership.
Dr. Hanna is Board Certified in Internal Medicine and completed his residence at a Tufts University
Hospital. He did both an externship and clinical research in Cardiology and Emergency Medicine at
Massachusetts General Hospital.
Marie F. Hatam, MD, MBA
Orthopaedic Surgeon & Occupational Medicine PhysicianSenior Advisor to the Department of Health Informatics, Bryan University
Dr. Marie F. Hatam is a Board Certified Orthopaedic Surgeon with over 30 years clinical experience as
a practicing surgeon and occupational medicine physician. She is certified by the American Board of
Quality Assurance and Utilization Review Physicians.
Additionally, Dr. Hatam has over 15 years of experience as a Medical Director and Executive in healthcare
insurance, including indemnity and managed care lines of business (HMO, PPO, Medicare and Medicaid),
as well as workers’ compensation and disability insurance. Dr. Hatam created and managed a medical policy
department for a large health insurance company and served on the National Accounts Medical Policy
Committee for the Blue Cross and Blue Shield Association where she collaborated in the development of
national medical policies.
She received her undergraduate degree from Vassar College, her Medical Degree from the Weill Cornell
Medical College, and her MBA from Drexel University’s Le Bow College of Business.
Joseph M. Heyman, MD
Former Chair, American Medical AssociationOB-GYN & Fellow, American College of Obstetricians and GynecologistsHealth Informatics Board Member, Bryan University
Dr. Joseph M. Heyman currently serves as Chair of the National Physician Advisory Board of OptumInsight,
previously Ingenix. OptumInsight delivers technology, health information, consulting, and outsourcing
solutions.
From 1968 to 1970, Dr. Heyman served as General Medical Officer at the United States Public Health
Service Northern Navajo Indian Hospital. In 1984, he founded a very successful IPA and served as its first
president for twelve years, and still serves on its board. Dr. Heyman is a former Chair of the American
Medical Association Board of Trustees, and was honored to serve as a President of the Massachusetts
Medical Society. He has served on the boards of the Whittier IPA, the Lower Merrimac Valley PHO,
the Wellport Health Information Exchange, the Tufts Associated Health Plans, the Essex North District
Medical Society, the Massachusetts Medical Society and the board of its foundation, the American
Medical Association Foundation, the World Medical Association Council, the Joint Commission, and
Joint Commission Resources/International.
Dr. Heyman is a long-standing member of the Steering Committee of Markle Foundation’s Connecting
for Health. He also served on the Practicing Physician’s Advisory Council to the Department of Health
and Human Services during both the Clinton and Bush administrations.
Dr. Heyman has been in the continuous private practice of obstetrics and gynecology since 1973 in
Massachusetts’ Merrimac Valley. Since 2001, he has been in a solo paperless gynecology practice, making
him the first in his medical community with an electronic medical record.
As a co-chair of the eHealth Initiative Care Coordination Council and the Office of the National
Coordinator Policy Committee Adoption/Certification and Implementation Workgroups, he has been
involved in equipping his entire medical community with electronic medical records, meaningful use
attestations, and a community-wide health information exchange.
Kari Holloway, MBA
Vice President, Business Strategy and Development, McKesson CorporationSenior Advisor to the Department of Health Informatics & Professor, Bryan University
Kari Holloway has spent the last decade in the evolutionary market of healthcare IT. Her background
is in strategic and tactical approaches to connecting healthcare constituents with solutions that improve
care delivery and outcomes. Her current position is Vice President of Corporate Strategy and Business
Development with McKesson. In this role, Ms. Holloway is responsible for developing and driving growth
strategies throughout the healthcare continuum.
Ms. Holloway began her healthcare career as an office manager in a provider’s office. Through this
experience, she gained the knowledge to connect the power of software with the needs of a physician. Ms.
Holloway and teams under her leadership at General Electric and McKesson were consistently ranked
among the top in sales performance.
Prior to her current position, Ms. Holloway held leadership positions at McKesson and General Electric
in sales and strategic marketing. In these roles, she led sales teams as well as initiatives such as new product
introductions, commercial strategies, and customer advisory boards.
Ms. Holloway holds a master’s degree in Business Administration from Rockhurst University. She is also a
Ph.D. candidate in the field of Business Administration, with a specialization in leadership. Her interests
include the areas of leadership, business culture, and educating children in leadership principles. Ms.
Holloway is a member of the Academy of Management and the International Leadership Association.
Carl Erwin Johnson, MD, MEd, MSc, FAAP
Physician Executive Cerner Lighthouse, Cerner CorporationSenior Advisor to the Department of Health Informatics & Professor, Bryan University
Dr. Carl Erwin Johnson serves as a Senior Consultant with Healthcare Clinical Informatics (HCI)
Consulting Group working with multidisciplinary teams to implement, optimize, and sustain CPOE in
Tenet Healthcare hospitals throughout the US.
Dr. Johnson earned his Doctor of Medicine (MD) from The Mount Sinai School of Medicine in New
York City and there received the Lester Tuchman Award for Compassion and Skill in Clinical Medicine.
Dr. Johnson completed his internship and residency in pediatrics at The Children’s Hospital Boston.
He was one of the first physicians to complete a Medical Education Fellowship at Harvard Medical
School under the tutelage of Dr. Daniel Federman, Dr. LuAnn Wilkerson, and Dr. Janet Hafler. He also
completed a fellowship in Pediatric Emergency Medicine at The Children’s Hospital Boston. Dr. Johnson
earned his Master in Education (MEd) from The Harvard Graduate School of Education and a Master
of Science (MSc) in Clinical Research from The Mount Sinai School of Medicine/New York University.
Dr. Johnson has served as an Instructor at Harvard Medical School, Assistant Professor at The University
of California at San Francisco and Ohio State University, and Associate Professor at The Mount Sinai
School of Medicine. Throughout his academic career, he has focused on patient care in underserved
communities, teaching pediatric residents and medical students, faculty development and health services
research in quality improvement in inner city pediatric asthma. He has participated in the Healthcare
Improvement Leadership Symposium at Dartmouth Medical School and the Ambulatory Pediatric
Association National Faculty Development Scholars Program.
While a faculty member at Ohio State University, Dr. Johnson participated in a faculty symposium led
by the Nobel Laureate in Physics, Dr. Ken Wilson, and Dr. Constance Barsky, to develop practitioners of
professions to be educators in their professions. Dr. Johnson has received a civic citation for community
service in New York City from the New York City City Council and the Hon. Philip Reed, and a U.S.
Congressional citation for community service from the Hon. Charles Rangel. Dr. Johnson left academia
in 2007 to join the healthcare information technology industry as a healthcare executive with Cerner
Corporation.
Dr. Johnson is a native of Dayton, Ohio and graduate of Loudon High School in Loudon, Tennessee.
He earned a bachelor’s in Chemistry from The Ohio State University where he was a recipient of an Ohio
Stadium Dormitory Scholarship, the McNavin Scholarship in Chemistry, the Charles Drew Memorial
Prize, and a varsity letter in Men’s Gymnastics. Dr. Johnson lives in New York City and enjoys photography
(www.cejrandomphoto.com), fitness training, tennis, cooking, music, travel, reading historical fiction,
learning French, and Ohio State football and basketball.
Mr. Laferriere is a 23 year veteran of the health and fitness industry. He’s held a multitude of positions
and responsibilities during that time including President, Chief Operating Officer, and Senior VP of
Sales, Operations, and Fitness Services with Lifestyle Family Fitness. Lifestyle was ranked by IHRSA
magazine as a top ten health club chain in the industry. He was a Managing Partner and Co-Owner of
the Gold’s Gym St. Petersburg/ Bradenton, Florida franchise. He currently serves as CEO and Board
Member for FitPro LLC.
He holds and associate degree from St. Petersburg College, a bachelor’s degree in biology from the
University of South Florida, and has completed graduate courses in business. He’s been a student of
the industry, including holding up to 36 fitness certifications. He served on the original committee for
creating the NCCA personal training standards with IHRSA and a founder of the IFL Round Table
(credited as being the 12 top fitness directors in the world). He’s been featured in numerous magazine
articles, and has traveled and presented internationally.
Kevin LaferriereCEO, FitPro LLCHealth Informatics Board Member, Bryan University
Cecil A. Lynn has worked as General Counsel for an international apparel company which gave him an
understanding of the corporate law environment. Prior to working in-house, he litigated several civil and
criminal cases while working at two prestigious California-based law firms. In addition, he served as a trial
attorney for the Civil Rights Division, Criminal Section of the United States Department of Justice, and
he served as a special prosecutor for the National Church Arson Task Force.
Mr. Lynn is a highly-regarded thought leader in the area of electronic discovery. He speaks and publishes
on a wide variety of e-Discovery topics including data retention, data collection, document review, data
accessibility, and international e-Discovery. Mr. Lynn has also taught an e-Discovery certification program
at California State University at Fullerton, and is a former adjunct professor at Loyola Law School in Los
Angeles, California.
Mr. Lynn is a member of The Sedona Conference®, the Advisory Panel of the American Bar Association,
and the Commercial Law Section of the National Bar Association. He is a member of the DRI E-Discovery
Committee and is Co-chair of the DRI Diversity Committee. He is also a participant in the Electronic
Discovery Reference Model®, and a Co-chair of the Arizona State University e-Discovery program.
Mr. Lynn received a juris doctor from the University of California Hastings College of Law and a
bachelor’s degree with honors from New Mexico State University. He is admitted to practice law in
Arizona, California, and the District of Columbia.
Cecil A. Lynn IIIE-Discovery Counsel, Littler Mendelson P.C.E-Discovery Board Member & Professor, Bryan University
Browning E. Marean IIISenior Counsel, DLA PiperE-Discovery Board Member, Bryan University
Browning E. Marean is an internationally known teacher on various topics including electronic discovery,
international discovery, records retention, knowledge management, and computer technology. He also
frequently lectures on such topics as computer technology and its application to efficient practice and
matter management, risk and decision analysis, legal ethics issues, director and officer liability, emerging
securities fraud developments, knowledge management, and the selection and use of expert witnesses.
In 1969, Mr. Marean joined DLA Piper, then Gray Cary Ames & Frye. He is now a Senior Counsel in
DLA Piper’s San Diego office and concentrates his practice in the areas of electronic discovery, professional
responsibility, and knowledge management. In addition, he is a member of DLA Piper’s Technology
Committee, the Litigation Group, and he is Co-chair of the Electronic Discovery Readiness and Response
Group.
Mr. Marean is an emeritus member of the California State Bar Law Practice Management Committee and
the San Diego County Bar Association’s Legal Ethics committee. He is on the ABA Tech Show Planning
Board and a member of The Sedona Conference®.
Mr. Marean is co-author of the 2010 edition of Electronic Discovery and Records Management Guide,
Rules, Checklists and Forms, published by Thomson West, and Conducting Discovery in an Electronic World:
Electronic Data and Discovery, published by California Civil Discovery Practice.
Mr. Marean received his bachelor’s degree from Stanford University and his juris doctor from the University
of California, Hastings College of Law. He is admitted to practice in California and Texas and has been
named a San Diego Super Lawyer.
Helen Bergman MourePrincipal, Lex Aperta pllcE-Discovery Board Member & Professor, Bryan University
Helen Bergman Moure served as a commercial litigator in federal and state court for more than 17 years.
Since 1999, she has devoted her practice to the delivery of efficient and cost-effective e-Discovery and
document review services to a wide range of clients, from sole entrepreneurs, to Fortune 100 corporations.
A former partner at K&L Gates in Seattle, she was one of the founding members of the firm’s e-Discovery
Analysis and Technology (e-DAT) Group and was involved in the development of the Patterns document
review software created by Attenex, now owned by FTI. Ms. Moure has many years of experience structuring
and supervising projects involving all aspects of the discovery process, from custodian identification and
retention, to collection, processing, and review, to post-production litigation support. A frequent advisor
to public and private organizations, she also assists in designing and implementing document retention
systems and advising on litigation readiness.
Ms. Moure is a frequent speaker on e-Discovery and related issues and a longtime, active participant
in The Sedona Conference®. She is a member of the Advisory Board of the Association of Certified
e-Discovery Specialists, and in 2010 she founded Lex Aperta, a firm specializing in e-Discovery legal
advice and consulting.
Ms. Moure received her bachelor’s degree from Bryn Mawr College and her juris doctor from Boston
University School of Law. After law school, she clerked for Magistrate Judge William C. Turnoff of the
United States District Court for the Southern District of Florida.
Dera J. NevinManaging Counsel, E-Discovery, Toronto-Dominion Bank Group of CompaniesE-Discovery Board Member & Professor, Bryan University
Dera J. Nevin leads the Toronto-Dominion Bank of Companies global e-Discovery initiative. Prior to
joining the Bank, Ms. Nevin served as the Senior Director of Litigation Support Services at McCarthy
Tétrault LLP. She is responsible for administering all e-Discovery and electronic evidence management
initiatives across the firm. Ms. Nevin is a practicing lawyer as well as counsel to the firm and its clients on
matters of e-Discovery, electronic evidence law and procedure and associated privacy law, international
law relating to the production and exchange of evidence, and local documentary production requirements.
She also advises on matters associated with the forensic capture or collection, and use in proceedings, of
electronic evidence, including the requirements for obtaining and executing Anton Pillar Orders.
Ms. Nevin has extensive project management experience in electronic document review initiatives, and
she has supervised extensive review projects, including those occurring in multiple jurisdictions. She
is proficient in numerous electronic data collection techniques and with multiple electronic evidence
management and review tools. Ms. Nevin is responsible for coordinating electronic evidence consulting
and tool procurement for McCarthy’s, and she is featured in Understanding Canadian e-Discovery, a
McCarthy Tétrault video that introduces and demystifies the issues that clients face in electronic discoveries.
Ms. Nevin is a member of the Sedona Canada WG7, the OBA’s E-Discovery Implementation Committee,
the Toronto Chapter of Women in e-Discovery, and she is a participant in the Electronic Discovery
Reference Model®. She has spoken on a variety of topics relating to electronic evidence management
including document review and production, large team coordination, international transmission of data,
and the law of privilege and privacy in the management and exchange of electronic records. Her written
articles have appeared in firm publications and in the Association of Corporate Counsel magazine. She
writes a regular column on e-Discovery Issues in Canadian Lawyer magazine, and she is a contributor to
snIP/ITs technology law blog.
Prior to her appointment at McCarthy’s, Ms. Nevin practiced corporate and commercial litigation at
Ogilvy Renault LLP and Blakes LLP.
Ms. Nevin received her bachelor’s and master’s degrees from Queen’s University, Kingston, Ontario in
1995 and 1996, respectively, and her juris doctor from the Faculty of Law, University of Toronto in 2001.
She was called to the Ontario Bar in 2002.
Michael I. QuartararoDirector of Litigation Support Services and Certified Project Management Professional, Stroock & Stroock & Lavan LLPE-Discovery Board Member & Professor, Bryan University
Michael I. Quartararo began his career as a paralegal at large New York City law firms working in the general litigation, white collar, antitrust, and intellectual property practice areas.
Mr. Quartararo worked for nearly ten years in the Litigation and Legal Technology Departments at the New York office of Skadden Arps Slate Meagher & Flom, an unparalleled training ground on the cutting edge of electronic discovery and legal project management. There he managed large-scale class action and securities litigations, international litigation, and complex technology projects involving computer forensics, all aspects of electronic discovery, trial preparation, and trial presentation. Mr. Quartararo became one of the chief promoters of, and trainers in, the use of technology in the practice of law. He traveled to regional offices to implement and integrate best practices in the preservation, collection, review, and production phases of the Electronic Discovery Reference Model (EDRM)®. In 2007, he oversaw the Legal Technology Department in Skadden’s Los Angeles office where he led an expansion in their use of technology in litigation.
In 2008, Mr. Quartararo joined Stroock & Stroock & Lavan LLP as their Manager of Litigation Support to build their Litigation Support Department into a center for excellence and professionalism. The services of the department span the EDRM and involve multiple practice areas including General Litigation, Intellectual Property, and Financial Restructuring. At Stroock, he introduced traditional project management principles and standardized work-flow processes for all phases of electronic discovery. He is one of the principal authors of the firm’s best practices guidelines on electronic discovery and document review and production, and he has developed protocols and forms for the identification, preservation, collection, and retention of electronically stored information. Mr. Quartararo has in-sourced processing of electronically stored information and developed document review and production protocols that have increased review efficiency. He also spearheaded the development of an attorney and paralegal training program, and he provides training in the use of litigation technology tools. Mr. Quartararo regularly consults on technology and electronic discovery projects with attorneys and the firm’s clients.
Promoted to firm-wide director of Litigation Support Services in 2011, Mr. Quartararo currently leads a staff of 10 project managers and technical analysts who provide consulting, litigation support, technology, and training services to over 350 attorneys and paralegals in New York, Miami, and Los Angeles.
Mr. Quartararo is a certified Project Management Professional, a certified E-Discovery Specialist and a certified Concordance Software Trainer. He is also a member of the Project Management Institute. He frequently speaks and writes on topics involving electronic discovery, litigation support, and information management.
Mr. Quartararo obtained a bachelor’s degree from the State University of New York, graduating cum laude with a major in psychology and a minor in music. He studied law at the University of London, Holborn College for one year.
After litigating cases for 16 years, in 2003 George J. Socha founded Socha Consulting LLC. He offered
services as an electronic discovery expert witness, special master, and advisor to corporations, law firms,
and legal vertical market software and service providers in the areas of electronic discovery and automated
litigation support.
In 2003, Mr. Socha and Tom Gelbmann initiated the leading survey on the electronic discovery
industry, The Socha-Gelbmann Electronic Discovery Survey. This survey examines the direction,
scope, and size of the electronic discovery industry (www.sochaconsulting.com).
In 2005 they launched the EDRM project (Electronic Discovery Reference Model® - see www.edrm.
net). From the original model to the eight current projects, the EDRM has helped electronic discovery
consumers and providers reduce the cost, time, and manual work associated with electronic discovery.
Mr. Socha has a bachelor’s degree from the University of Wisconsin - Madison and a juris doctor from
Cornell Law School.
George J. Socha, Jr.Principal, Socha Consulting LLCCo-Founder, EDRME-Discovery Board Member, Bryan University
Denise J. TalbertPartner, Shook, Hardy & Bacon LLPE-Discovery Board Member & Professor, Bryan University
Denise J. Talbert has over 16 years of experience in cost-effective discovery management in complex
litigation including the preservation, collection, organization, review, and production of documents. In
this capacity, Ms. Talbert has represented business interests in the chemical, communications, insurance,
pharmaceutical, retail, tobacco, and transportation industries. She is a partner with Shook, Hardy &
Bacon LLP where she chairs the e-Discovery, Data & Document Management Practice (eD3) and is
a member of the Global Product Liability Group and Business Records Management & Consultation
Practice.
Ms. Talbert has published materials on e-Discovery law in Bloomberg Law Quarterly and other national
venues, and she routinely offers CLE presentations on this topic. She is also a member of The Sedona
Conference® Working Group on Electronic Document Retention and Production, and Merrill
Corporation’s Strategic Advisory Board for Electronic Data Discovery (EDD). Additionally, Ms. Talbert
has been appointed to the LexisNexis Advisory Board.
Ms. Talbert received her bachelor’s degree from Kent State University and holds a master’s degree in
Creative Writing from Arizona State University. She received her juris doctor magna cum laude from the
University of Illinois College of Law.
Andrew M. Wiesenthal, MD, MSDirector, Deloitte Consulting LLCHealth Informatics Board Member, Bryan University
Dr. Andrew M. Wiesenthal has been with Deloitte since May 2010. Since joining Deloitte, he has been
a leader on numerous clinical information system projects, as well as health care delivery system strategy
and improvement projects. He is a widely recognized health information technology leader.
From April 2000 until joining Deloitte, he was Associate Executive Director of the Permanente Federation.
There, his work was in the arenas of development and deployment of automated medical records, decision
support, and other clinical systems for all of Kaiser Permanente. From 1983 until April 2000, Dr. Wiesenthal
served as a Pediatrician and Pediatric Infectious Diseases Consultant with the Colorado Permanente
Medical Group (CPMG). He also led CPMG’s quality management program and served as Associate
Medical Director for Medical Management, with responsibility for quality management, utilization
management, regulatory compliance, risk management, credentialing and physician performance, and
informatics. Most notably, he was the National Physician Leader for the Kaiser Permanente HealthConnect
electronic health record project from its inception through its successful conclusion in 2010.
Dr. Wiesenthal received a bachelor’s degree with honors in Latin American Studies from Yale University
in 1971, and received his MD in 1975 from the State University of New York, Downstate Medical Center
in Brooklyn. He completed his pediatric residency at the University of Colorado in 1978, then served
as an Epidemic Intelligence Service Officer with the Centers for Disease Control from 1978-80 before
returning to the University of Colorado for a pediatric infectious disease fellowship, completed in 1983.
In 2004, Dr. Wiesenthal earned a master’s degree in Health Care Management from the Harvard School
of Public Health. He is board certified in both general pediatrics and pediatric infectious diseases.
350 West Washington Street, Tempe, AZ 85281 | Phone: 1-888-768-6861