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Capital Planning – The Foundation for Success in Healthcare


When: June 27, 2024
Time: 10:00am Pacific
Price: FREE
Registration was open until 6/27/2024 at 4pm, and is now closed.

1.5 units EDAC continuing education
1.5 units AIA continuing education**
IDCEC credit also available**

CEU forms will be made available day of webinar

CEUs

 

Go behind the healthcare planning and finance scene with members of The Center for Health Design's Built Environment Network, a group of senior-level facility executives with unique experience and owner insights to help make you a more valuable client advisor and project partner.

 

 

A virtual exchange of experiences, insights and expectations among exemplars of the healthcare and design industries.

Dialogue Details

  • 90 minutes
  • Guided panel discussion
  • Interactive, live attendee chat with extended, facilitated Q&A
  • Post-dialogue recording, resources, and chat notes
     

 

Capital planning in healthcare is the process of allocating, evaluating, and managing funding for potential projects, investments, buildings or infrastructure improvements, and purchasing durable goods. 

Effective and coordinated strategic planning and capital budget planning are the foundation for success in healthcare. Markets are dynamic, and an organization’s ability to react to this fluid environment is necessary to manage risk, allocate resources efficiently, and plan for the long term.

As issues like increased material and labor costs, capital accessibility, flexibility, and technology requirements loom large over healthcare construction and renovation projects, design and product partners need to add a new skill to their toolbox – understanding capital planning from the owner and facilities perspectives. By being knowledgeable and conversant about their issues and able to assist owners with data and solutions to help inform capital planning the more likely you will have a seat at the table during early planning discussions.

Hear how health systems analyze and prioritize their organization’s current and future needs. They will discuss the tensions that arise between funding projects that support the long-term strategy and the need to fund basic infrastructure and replacement of fixed and moveable equipment.

 

Sponsor Partners: 

 

 

VOICES is The Center for Health Design’s premier visionary discussion forum. These hosted interactive webinar panels engage key leaders, from across our industry in discussions that address critical issues, trends, and opportunities of importance in Healthcare and the future of the built environment.

  • Each session will feature a panel of exemplars who will share their experiences from their unique perspectives with a guided discussion and facilitated Q&A.
  • The facilitated format will have extended Q&A with live chat from virtual attendees, post-session recording, and chat notes available.
  • The series' goals are to help individuals and organizations make a difference by illuminating key opportunities, strategies, and innovations while providing a clear link to helpful and thought-provoking resources at the end of each session.  
     

 

Learning Objectives

  • Improve the quality of data to better understand current assets.
  • Rank projects by expected return and risk.
  • Identify where to reduce holdings of current assets.
  • Manage cash flow to balance short term needs with long term investments.
  • Use technology to improve decision making.

 

Presenting Faculty

Host

Stephen J. Carbery, BE, MBA
President, Carbery Facilities Solutions, LLC

As a senior healthcare facilities management executive who previously oversaw over 12 million square feet of owned and leased healthcare-related space, Steve is well versed in strategic planning, master facilities planning, large project development, capital planning, digital optimization of facilities departments, and development of large system integrated operations. He has tremendous experience in all areas of real estate transactions, energy management, environmental compliance, and regulatory compliance related to the environment of care.

 

Panelists

Jordan Cram
Chief Executive Officer, Enstoa

Jordan Cram, CEO of Enstoa, Inc., is a visionary leader who emphasizes the transformative power of technology for continuous innovation and optimized performance. Over 25 years, he's guided organizations worldwide to strategically improve operations. Now, he's at the forefront of integrating AI to augment the workforce, unlocking new organizational structures and processes.

Jordan coaches executives on leveraging AI agents to enhance productivity, driving smarter decision-making and innovative strategies. His digital transformation visions have delivered substantial results, including $20 million in savings for a New York City hospital and $15 million within a year for an oil and gas organization.

He pioneered agile consulting in capital projects, infrastructure, and asset management, prioritizing data-driven insights. He builds diverse, high-performing teams that blend industry expertise with business and IT acumen, ensuring clients can achieve breakthrough outcomes with AI and strategic technology solutions.

 

Zach Isbell, MSHA, PMP, CHC
Vice President, Real Estate, Emerus

Zach Isbell is the Vice President of Real Estate with Emerus. In this role, his efforts are focused on leading a team in the identification, development, execution, and transition to operations for all new facilities and partnerships. This includes both net new partnerships as well as expansion of existing markets. Other responsibilities in this role include management and administration of the leased portfolio including primary facility leases with existing partners and sub-lease/sub-tenant relationships in master-leased facilities and ongoing capital investment in existing facilities.

Prior to joining Emerus Isbell worked with a wide array of healthcare providers, operators, and healthcare adjacent entities supporting construction, development, and real estate efforts. His experience includes significant time as both a general contractor/construction manager and a contracted Owner’s Representative.

 

Chris Knueven
Vice President, Design and Construction, Bon Secours Mercy Health

Chris is currently the Vice President of Design and Construction at Bon Secours Mercy Health and responsible for a 45-hospital system located in 7 states in the Midwest and Eastern US with an annual budget of $450M for construction. Chris has over 30 years of industry experience in the creation and building of medical facilities, office complexes, laboratories, university facility expansion and redesign, retail and multi-family construction with a focus on Quality and Compliance. 

 

Alicia Wachtel
Executive Director, Planning, Design and Construction, Cedars Sinai Health System

During this time of system transformation and geographical growth for Cedars Sinai, Alicia is responsible for the management and leadership of capital projects related to the health system’s expansion, the Medical Delivery Network growth, and the built platforms supporting care delivery transformation. Her responsibilities include hands on work with Real-Estate strategies that support the robust portfolio of new clinical space. Since 1995, Wachtel has dedicated her career to Healthcare Design. Prior to joining Cedars-Sinai in 2017, Alicia Wachtel was a Healthcare Principal in the Los Angeles office of HOK.  

Alicia’s professional career has been focused on the delivery of complex replacement projects and the multiple delivery methodologies associated with them, including hospital P3s. 

Alicia holds a Bachelor of Science in Architecture and Urban Design from the Technion, Israel Institute of Technology, where she transferred from the School of Architecture, Universidad del Estado, Montevideo - Uruguay.

 

 

Many attendees of The Center for Health Design’s webinars have inquired about IDCEC approval so they can earn ASID, IIDA, and IDS CEU’s. We have looked into this and unfortunately, the cost to upload courses to IDCEC is simply too high at this time. You can still earn credit for attending our webinars by requesting a verification certificate. For further details about how to self-report CEUs to IDCEC, please CLICK HERE.  

 

**As of July 9, 2020, The Center requires a CEU management fee for AIA credits and verification certificates for all webinars and EBD Journal Clubs. Please contact Natalie Gonzalez, Project Manager, ngonzalez@healthdesign.org with any questions.