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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ROI & Performance Marketing Week

A virtual summit for healthcare marketers and digital strategists from eHealthcare Strategy & Trends

September 14-18, 2026

Hospital and health system marketing leaders must prove measurable ROI.

In today’s financially challenging environment, leaders in healthcare organizations scrutinize budgets and demand evidence that marketing investments drive profitability and growth.

The ROI & Performance Marketing Week will deliver a week of focused, one-hour sessions presenting strategies for proving the measurable impact of marketing and advertising. From brand awareness campaigns and physician referral strategies to targeted digital outreach, healthcare marketing experts will show how they connect spend with return, and how they position themselves as strategic partners at the leadership table.

Join us for a full week of programming for marketing and digital leaders at hospitals, health systems, and other healthcare provider organizations.

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Building A Durable AI Strategy for Health Systems

AI in Healthcare Marketing June 2026 Day 4 Closing Keynote

Presented June 18, 2026 at 2:30 p.m. Eastern

Panelists:

• Margo Schneider, Assistant Vice President, Digital Strategy & Operations, UW Medicine
• Ryan Younger, Vice President of Marketing, Virtua Health
• Peter Isaacson, Chief Marketing Officer, Invoca

Moderated by:

• Jane Weber Brubaker, Executive Editor, Plain-English Health Care

What you’ll learn:

• How to link AI initiatives to specific growth, access, and experience goals your C suite already cares about.
• What an AI-enabled consumer experience may look like across websites, search, content, access, and patient communications.
• How to balance AI-driven efficiency with preserving empathy, brand voice, and trusted clinician expertise in all channels.
• How to prepare teams, workflows, and success metrics for a future in which AI is simply part of how work gets done.
• Where healthcare marketing and digital leaders should focus next to create measurable value from AI.

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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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