Aligning CRM with Marketing Strategy: Building Stronger Partnerships and Better Results

Presented August 26, 2026

Panelists:

• Orla Seidel, Director, CRM & Digital Marketing, Atlantic Health
• Rachel M. Totaro, MBA, Director, Digital Strategy, FMOL Health
• Jerry Hobbs, President and co-founder, Prairie Dog
• Laura Lee Jones, Founder and CEO, LionShare

Moderated by:

• Therese Lockemy, Founder and CEO, Inner Path Digital, L.L.C

Join us as our panelists explore how you can:

• Connect CRM priorities to broader marketing, brand, growth, and patient engagement goals.
• Create shared goals across marketing, CRM, digital, data, IT, operations, and clinical teams.
• Clarify roles, responsibilities, decision-making, and workflows across teams.
• Identify high-value CRM use cases, including patient acquisition, retention, reactivation, audience profiling, and service line growth.
• Use CRM insights to better understand patient populations, market opportunities, and campaign audiences.

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Beyond the Dashboard: Building an AI-Native Attribution Stack for Healthcare

AI in Healthcare Marketing June 2026 Day 4 Session 1

Presented June 18, 2026 at 1 p.m. Eastern

Panelists:

• Matt Lee, Co-Founder and Managing Director, Strategy Collective
• Lina Soliman, Director of Omni-Channel Strategy, The Ohio State University Wexner Medical Center
• Kelsey Linden, VP, Commercial Excellence, Shore Capital Partners

Moderated by:

• Therese Lockemy, Founder and CEO, Inner Path Digital, L.L.C

What you’ll learn:

• How to move beyond surface-level dashboards toward more meaningful measurement
• Where traditional attribution breaks down in healthcare
• Real-world examples of AI-driven attribution and measurement running in healthcare organizations today
• How AI can help teams connect data, identify patterns, and improve reporting
• What marketing leaders need to explain performance to finance and executive teams How to think about owned measurement models, governance, and accountability
• How to build a more practical path to proving marketing’s impact on growth and patient engagement

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