From Data Silos to Marketing ROI: What Healthcare Marketers Can Measure Today

ROI & Performance Marketing Week Day 4

Presented Sept, 17, 2026

Panelists:

• Bill Balderaz, CEO and founder, Futurety
• Shondria N. Covington, MBA, MS, AVP, Marketing and Digital Experience, Morehouse School of Medicine
• Dan Lavelle, VP of System Marketing, Geisinger
• Valerie Monet, Strategic Marketing Executive, Sutter Health

Moderated by:

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

Join us as our panelists explore how you can:

• Connect campaigns and digital interactions more clearly to leads, appointments, patient acquisition, and business performance.
• Determine what you can confidently measure today and where important gaps remain.
• Identify when existing data is enough to take action and where stronger integrations or additional data can add value.
• Revisit assumptions about privacy, EHR access, and technology requirements that may be holding measurement efforts back.
• Make practical progress without waiting for a complete CRM, data infrastructure, or technology stack.
• Understand how emerging discovery channels are changing traditional attribution models.
• Explore how AEO, GEO, and AI are creating both new measurement opportunities and new gaps.
• Use AI-assisted reporting and analysis to surface insights faster and support better marketing decisions.

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Focus on CRM: How Health Systems Build an Enterprise Strategy for Patient Engagement that Drives Measurable Business Impact

CRM is becoming an enterprise capability that connects marketing strategy with patient needs. In this new report, we explore how health systems use CRM to support the patient journey. You’ll find valuable insights that will help you build a more connected CRM strategy that strengthens patient engagement and delivers strategic benefit for your organization.

Download now »

How AdventHealth Personalizes the Digital Experience Without Compromising Privacy

Navigate to the AdventHealth website for the first time and you’ll find images and content that apply to any healthcare consumer. But the moment you click on a specific service line or blog, that experience starts to change. Learn how AdventHealth uses CRM to personalize the consumer journey without compromising HIPAA regulations.

CRM and the Competitive Advantage of Privacy-First Personalization

// By Wendy Margolin // Navigate to the AdventHealth website for the first time and you’ll find images and content that apply to any healthcare consumer. But the moment you click on a specific service line or blog, that experience starts to change. Learn how AdventHealth uses CRM to personalize the consumer journey without compromising HIPAA regulations.

What Does It Take to Achieve Healthcare CRM Maturity Across the Enterprise?

Leaders from Emory Healthcare and HonorHealth, along with CRM experts from LionShare and Kelly Faley Consulting, share practical lessons on how healthcare organizations can personalize communications more thoughtfully, govern messaging across teams, and measure CRM performance in ways leaders understand.

Turning CRM into an Enterprise Growth Strategy, Part 2: Personalization, Governance, and ROI

// By Therese Lockemy, MBA // Leaders from Emory Healthcare and HonorHealth, along with CRM experts from LionShare and Kelly Faley Consulting, share practical lessons on how healthcare organizations can personalize communications more thoughtfully, govern messaging across teams, and measure CRM performance in ways leaders understand.

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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Can You Still Measure What Matters? Rethinking Performance Marketing When Data Is Restricted

Measurement is not as easy as it was when everyone used the same tools to measure marketing performance. With greater constraints and more solutions, how do you choose the right path forward? This Q&A discusses the varied needs of organizations, and how agencies can help them shape the right approach.

How Can Ad Agencies Help Health Systems Get the Analytics They Need to Measure Marketing Performance?

// By Jane Weber Brubaker // Measurement is not as easy as it was when everyone used the same tools to measure marketing performance. With greater constraints and more solutions, how do you choose the right path forward? This Q&A discusses the varied needs of organizations, and how agencies can help them shape the right approach.