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1 Defense Strategies Institute cordially invites you to speak at an educational and training summit benefiting The Wounded Warrior Project: Being Successful Across Domain Data Sharing and the iehr: Working towards clinically relevant, technically feasible, and financially viable innovations May 14 15, 2012 : Mary M. Gates Learning Center/United Way Alexandria, VA

2 Who We Are: Our Mission: DSI is a premier non-partisan Veteran Owned Small Business designed to assist in advancing the mission critical goals of the United States' Military and Government. Through our high level educational and training summits, conferences, and symposiums we are able to reach across all offices and departments in a fair and balanced manner. We bring together the mission relevant representatives in our neutral forums in order to foster the necessary discussions and debates to help them achieve efficient and effective mission success. In order to maintain our neutrality, we receive no funding or investment for operating costs from any outside organization, group, or individual. ALL DSI events support the 501c3 nonprofit Wounded Warrior Project through our direct charitable donations. DSI Thanks our Select Volunteer Advisory Board Members that include: - RADM (ret) Richard R. Jeffries, former Medical Officer, USMC -The Honorable Dr. John Hillen, former Asst. Secretary of State, Political/Military Affairs - Dr. Caterina Lasome, LTC(ret), USA,President & CEO, ion Informatics, and former COO, NCI Center for Biomedical Informatics & IT - Dr. Joe Guerci, former Director, SPO, DARPA Operating Guidelines: We adhere to the most current operating guidelines for non federal entities: Currently, these stand as: 1. Department of Defense, Office of General Council, Standards of Conduct Office: currently, SOCO ADVISORY 09-03: 7.(a) purposes of JER (a)(7) 2. The Office of Government Ethics (OGE), OGE Standards of Ethical Conduct for Employees of the Executive Branch: currently 5 CFR part 2635 and 31 U.S.C as it pertains to OGE Standards. General Target Audience: Attendees: General Titles US Military Services, Government Healthcare Agencies, Academia, HIT Technology Service Providers CIO, CMIO,CTO, Chief of Clinical Informatics, HIT Program Directors, HIT R&D Directors, Systems Architect Program Design & Goal: A non-partisan educational and training Summit designed as a Town Hall full spectrum view towards the DoD & VA s efforts at iehrs and Federal HIE initiatives. The forum is created to encourage a real, pragmatic level of discussion and debate amongst all in attendance. Our goal is to bring together leaders from across the Armed Services & Government Agencies and the Industry and Academic leaders that can help them forge many of the HIT solutions necessary to achieve their respective next steps. Actionable take aways for today, tomorrow, and the future will drive the discussions.

3 Summit Guidelines: By participating in one of our meetings, you will discover an environment that strives to encourage real actionable outcomes for its participants, while fostering new and continued relationships amongst all in attendance. Our speaker faculty and subject matters are chosen through an extensive process of research, and are designed to provide a full spectrum perspective towards the issue at hand. Depending on the subject matter, we strive to maintain representation of all military services in our agendas. Attendees are expected to have a professional, working knowledge of the subject matter. Contact information of attendees and speakers is not automatically distributed and is on a volunteer basis only. No press or recordings are allowed unless a speaker specifically requests so. Location: The Summit will be hosted at the Mary M. Gates Learning Center/United Way 701 N. Fairfax St. Alexandria, VA Sheraton Suites, Old Town Alexandria: 801 North St. Asaph Street, Alexandria, VA Hotel Accommodations: (Two walking blocks from the Mary M. Gates Learning Center.) Discounted Rates Apply for attendees of the Summit. See our website for more details or use the direct link below. PRELIMINARY AGENDA: SESSION TIME/DATES SUBJECT TO CHANGE. Additional Sessions and Speakers to be added! SUMMIT DAY 1 : MONDAY MAY 14, :10 8:20 Chairman s Welcome 8:20 8:30 Opening Remarks Defense Strategies Institute Advisory Board Member RADM (ret) Richard Jeffries, former Medical Officer, USMC (confirmed) 8:30-9:10 Opening VA Keynote Session: Being Successful in Driving Transformational Change Through Innovative Technologies -Focusing on results for both the provider and the patient -Thoughts towards new ways to use data: Interactive with provider and patient Roger Baker, Assistant Secretary for Information and Technology, CIO, VA (invited) 9:10-9:45 Opening MHS Keynote: Being Successful in Developing, Maintaining, and Facilitating a Sound and Integrated Enterprise Infrastructure for Health IT - Transforming DoD EHR systems by creating a more intuitive and interoperable clinical Infrastructure -The process for identifying and implementing solutions that are clinically relevant, financially viable and technically feasible - Establishing the working partnerships to guarantee successful development and subsequent adoption of new technologies by end-users - Update on current integration efforts of Military Healthcare Operations: What the future may hold

4 Dr. Karen S. Guice, Principal Deputy Assistant Secretary of Defense, Health Affairs (confirmed) 9:45-10:20 DoD/VA IPO Governance -Creating a unified information management and technology vision -Current processes, roles, responsibilities and methods COL Thomas Greig, USA, CMIO, TMA (invited) 10:20-11:00 Networking Break 11:00 11:35 Program Management of the iehr and the IPO - How the IPO is reducing redundancies within the current governance process, and establishing centralized reporting and project restructuring to simplify internal governance and accelerate individual project monitoring - Being Successful with the iehr: Visions, Priorities, Concerns, and Rules for the Road Ms. Susan Perez, PM, DoD/VA IPO, VA(invited): COL Joseph Grebe, USA, PM, DoD/VA IPO(invited) 11:35 12:15 Progress Report from the Lovell FHCC: Understanding what "success" means for the provider and the patient Mr. Patrick L. Sullivan, (SES), Director, Captain James A. Lovell Federal Health Care Center (confirmed) 12:15-1:15 Networking Lunch 1:15-1:55 Being Successful in Data Consolidation - What is the best way to distribute data among and between providers? - How do you balance security and usability? DISA: Cross Functional Solutions Team (invited) 1:55 2:30 Being Successful with Identity Management What will it take for Industry to adapt? Understanding the full Patient Identity Lifecycle Federal Leader: Ms. Janine Groth, Director, DEERS, DMDC (confirmed) 2:30 3:00 Being Successful with Clinical Informatics within the DoD & VA - Placing the functional end user at the helm -The end goal: what are we really trying to achieve and how will this affect the provider CAPT Michael Weiner, USN, IPO (confirmed) 3:10-3:30 Networking Break Afternoon Focus: Federal HIE: Designing and Deploying Federated-National HIEs 3:30-4:05 ONC HIGHLIGHT: Being Successful in Supporting Interoperable HIE for the Nation : Successful strategies for how the iehr will interact with federal HIEs - Priorities for Industry to focus on in the move towards the next steps : What Industry can do to help the ONC progress with public-private partnerships - Update on ONC s Privacy & Security Mobile Device Project Mr. David Muntz, Deputy National Coordinator for HIT, ONC (confirmed) 4:05-4:35 Managing Innovation to Help Agencies Achieve Mission Objectives in Health IT - Agile development methods: from program management to enhancing new innovation - Apps for Health IT: Current initiatives in making the government s data more accessible to outside developers to enhance public participation TBD

5 4:35-5:05 CMS: Implementation of a Comprehensive ehealth Strategy for CMS -An update on regulations and guidance materials -Guidance on legislative and regulatory issues related to e-health standards and services Mr. Robert Tagalicod, Director, Office of ehealth Standards and Services (OESS), CMS(invited) 5:05 5:35 Strategic Roadmap for Transitions That Will Lead to Final Sustainability -Meeting the Criteria for Today, Tomorrow, and the Future - Overcoming privacy and security concerns: Realistic timeframes for industry adaptation - Creating a universal exchange language and interlinked search capabilities Dr. Doug Fridsma, Director of Office of Interoperability & Standards, ONC (invited) 5:35 6:30 Cocktail Reception SUMMIT DAY 2: TUESDAY MAY 15, :00 8:10 Chairman s Welcome 8:10 8:20 Opening Remarks Defense Strategies Institute Advisory Board Member Dr. Caterina Lasome, LTC(ret), USA, former COO, NCI Center for Biomedical Informatics & IT(confirmed) 8:20-8:55 Morning Keynote: Being Successful with Advancing the Quadruple Aim for Military Service Members through Health IT LTG Patricia Horoho, USA, Surgeon General (invited) 8:55-9:30 Being Successful with Open Source in a National EHR -Present state and future direction -Interoperability: Working with our partners Dr. Peter Levin, (SES), CTO, VA (tentatively confirmed) 9:30-10:05 Driving Innovative Transformations in the VA -Successful ways for industry and government to enhance the efficiency and effectiveness of medical and population data for clinically relevant use -What does it take to achieve operational success with new innovation in the VA? 10:05 10:35 Networking Break Mr. Mike O Neill (SES), Senior Advisor, Veterans Affairs Innovation Initiative (VAi2) (confirmed) 10:35 11:05 Being Successful in Military Mobile Health from Theater to Garrison and Global Health -Best practices and strategies for deploying and implementing wireless technologies for mobile health -How can mobile apps for the military be improved? -How can agencies develop policies to protect and improve use of mobile technology? COL Ronald Poropatich, USA, TATRC (confirmed) 11:05-11:40 Being Successful with Mobile Health IT: Integrating capabilities that mobilize the provider and the patient -Developing a comprehensive care coordination ecosystem -Understanding how mobility interacts with and supports an iehr and a patient-centered care coordination system - Practical, proven solutions and current efforts for mobile health Panel: members TBD 11:40 12:20 Networking Lunch 12:20 1:20 Being Successful with Transitioning from Legacy Systems to a Modern Platform - Being successful with synergizing development and innovation efforts across the enterprise How the MHS is leveraging service-oriented architecture to transition from a systems-based approach to a service-oriented approach to allow for more flexible deployments of new capabilities -Prioritizing what it clinically relevant, technically feasible, and financially viable solutions for the near future

6 Mr. Mark Goodge, CTO, MHS (confirmed) 1:20-1:55 HITIDES: Being Successful with Rapid Innovation in a Modern Era Federal Leader: Dr. Doug Rosendale, Clinical Informatics, DoD/VA IPO (confirmed) 1:55 2:30 Networking Break 2:30 3:05 Being Successful with Data Sharing Between Federal /State/National and Commercial Entities Dr. Tim Cromwell,Director, Standards and Interoperability, VHA (invited) Afternoon Focus: VLER and the iehr 3:05-3:35 VLER Governance: How iehrs fit into the VLER - Recent pilot projects adding capabilities and experience for HIE using the NHIN - Update on the national deployment of a production level system in Navigating a portfolio of health, benefits, personnel and administrative information sharing among government and private organizations. Mr. Joe Paiva, SES, VLER ETMO Director (confirmed) 3:35 4:10 VLER : A Technological Viewpoint -Interoperability through the NwHIN -Thoughts towards new ways to use data John Hays, Director, Core Engineering, OI&T, Department of Veterans Affairs (invited) 4:10 4:45 Closing Keynote: View from the White House Being Successful in Delivering Healthcare with Greater Quality and More Efficiency through HIE -Leveraging an integrated and incremental approach to delivering capabilities -What impact will interoperability and data sharing have on healthcare systems, providers, purchasers and patient advocacy groups? - What will be the role of patients in future clinical work flow? Dr. Stephen Ondra, Co-chair, National Science and Technology Council, White House Office of Science and Technology Policy ; Senior Policy Advisor for Health Affairs, VA (invited) END OF SUMMIT PRELIMINARY AGENDA: SESSION TIME/DATES SUBJECT TO CHANGE. Additional Sessions and Speakers to be added!

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