DirectTrust Summit Sponsorship

Thank you to our generous sponsors Surescripts, DataMotion, Health Catalyst, and Kno2! 
Interested in additional sponsorship opportunities?  Email Kathryn for more information.

In order to present a great event at an accessible registration rate, we are seeking sponsors at a variety of levels.  For more information on sponsoring the event, please visit our DirectTrust Summit Sponsorship form and indicate your interest levels of support. 

DirectTrust Summit Schedule

Subject to Change

June 10, 2019

6:30 pm – 8:30 pm:  Reception

June 11, 2019

8:00 am:  Registration and Breakfast

9:00 am: Welcome

9:30 am: Keynote:  Genevieve Morris, “Policy and Trust Frameworks Under the 21st Century Cures Act” 

10:25 am: Panel: “To FHIR and Beyond: The Future of Trust in Healthcare” - A diverse group of experts on healthcare policy, standards, security, interoperability and identity will discuss the role these elements play in establishing and maintaining trust in the health care ecosystem. Specifically, this group will debate how DirectTrust standards and policies can or should be extended for use with APIs and the app economy, FHIR, healthcare device integration, instant messaging, release of information and the development of a comprehensive healthcare directory among others.

Panel speakers include:  Genevieve Morris, Calvin Beebe, Dan Soule, John Moriarty, Jodi Daniel, Jocelyn Keegan

11:25 am:  Networking Break

11:35 am:  Members: Annual Meeting; Non-Members: Networking Break

12:00 pm:  Lunch

1:00 pm:  Panel: “The Role of Identity in Healthcare Exchange and Communication” – Identity, technology and security experts from within and outside of the DirectTrust community will discuss the challenges and solutions for successfully identifying organizations, individuals and machines in a scalable fashion.  The group will discuss to what extent technology and a trust framework can conform with new NIST guidelines for identity proofing so millions of consumers, in particular, can be successfully and reliably identified.  The group will also help tease apart the separate but related topic of patient matching from identity.

Panel speakers include: Greg MeyerBruce Schreiber, Zeev Glozman, Julie Maas

2:00 pm:   Networking Break

2:30 pm:   Marketing & Membership Presentation: “Incorporating the Trust Mission into Personal and Professional Branding” – We’re always looking for cost-effective ways to build our personal brand and represent our company well. This session will provide you with practical, how-to advice on utilizing social media and online platforms to showcase your professional knowledge, establish trust, and in turn, project your organization as a thought-leader in health IT. With as little as 30 minutes consistently each week, you can build a strong online reputation which will lead to industry accolades, a wider network of peers, and a platform to gain additional opportunities. 


3:30 pm:   Innovation Priorities Panel

Innovation Priorities panel includes:  Scott StueweWes Donohoe, Hon Pak, Therasa Bell, Christopher Mack, Matt Jillings

4:30 pm:  Closing

5:45 pm – 8:00 pm:   Dinner (Not included in registration, individual checks)

Hotel and Travel

Call Marriott Reservations at 1.800.228.9290


Atlanta Marriott Suites Midtown 

35 14th Street NE Atlanta, GA 30309 USA

Room Reservations:

Special Group Rate of $205 per night valid until May 20, 2019


Hartsfield-Jackson Atlanta International Airport (ATL)

Transportation Options:

Hotel Shuttle



DirectTrust Summit Speakers

Keynote Speaker

Genevieve Morris, Consultant, Integral Health Strategies

Genevieve Morris is the founder of Integral Health Strategies (IHS), which provides health IT policy and strategy consulting services to the industry. Prior to starting IHS, Ms. Morris most recently served as the Chief Health Information Officer (CHIO) for the VA’s Office of EHR Modernization on a detail from HHS, where she served as the Principal Deputy National Coordinator for Health IT at ONC. In her time at ONC, Ms. Morris led the development of the Trusted Exchange Framework and Common Agreement, an effort to create a single agreement between health information networks, enabling nationwide interoperability. Ms. Morris also provided policy direction for ONC’s development of regulations, policies, and procedures. Prior to serving as the Principal Deputy National Coordinator, Ms. Morris worked as a consultant to ONC in a variety of areas such as policy, standards and technology, and grant programs. Among her outputs were reports to support the State Health Information Exchange Program, including reports on consumer engagement in health information exchange, provider directories, and query-based health information exchange. Most notably, Ms. Morris supported the development of the Shared Nationwide Interoperability Roadmap, including writing and editing portions of the roadmap. This important document provides guidance to all health IT stakeholders on the actions that must be taken in order to achieve a truly interoperable learning health system.

Ms. Morris also supported ONC’s Health IT Certification Program by developing the test procedures and test data related to the meaningful use and advancing care information calculations. In addition, Ms. Morris developed the health IT framework for alternative payment models (APMs.) The framework lays out a strategy for moving to more advanced health IT systems to enable APMs to be successful as they scale. Ms. Morris also provided meaningful use subject matter expertise to clients, which included assisting practices in qualifying for meaningful use incentives and assisting health systems with meaningful use audits.

She has worked in the health IT field for over 10 years and collaborated on several publications on the topics of health information exchange and meaningful use. Ms. Morris holds a Master’s degree in political science from Temple University and a Bachelor’s degree in history education from Northland International University.

Additional Speakers

Dan Soule, Vice President Product Management at Health Catalyst
(Extending DirectTrust Trust Framework to FHIR and Beyond Panel)
A health IT professional with an in-depth knowledge of technology,
integration and interoperability of health information systems. Over
25 years of client and supplier leadership experience including:
product development, solution management, implementation, sales
support, product demonstration and marketing. Market knowledge
includes acute, ambulatory and consumer/patient systems, in the US
and globally.
Calvin Beebe, Mayo Clinic

Calvin E. Beebe has over 38 years of experience at the Mayo Clinic, in clinical systems analysis, design, development and support.  He has been an active member at HL7® International, where he is currently a co-chair of the Structured Document Work Group and Board Chair for the HL7 Board of Directors.  Active also within DirectTrust , he currently serves as the chair for the FHIR Security and Trust Workgroup.  The FHIR Security and Trust Workgroup has been actively participating at numerous FHIR Connect-a-thons, developing and testing strategies to leverage DirectTrust’s scalable trust framework with HL7® FHIR®.

Wes Donahue, VP of Product + Design, One Medical

Wes Donohoe is the VP of Product + Design at One Medical working to innovate its member, clinical and operational technology products that include One Medical’s members IOS, Android and Web applications as well as One Medical’s proprietary EHR and operational tools. Wes is passionate about building holistic technology products that deliver the highest level of service, access, and engagement to drive better health and care for One Medical’s members. Prior to joining One Medical, Wes was the Head of Product at Shyp and SVP of Product at Live Nation Entertainment. Wes holds a BS in Business Administration from Babson College. 

Hon Pak, MD, Chief Medical Officer, 3M Health Information Systems and Director, Value Based Solutions, 3M Healthcare Business Group

As Chief Medical Officer of 3M Health Information Systems and Director of Value Based Solutions of 3M Healthcare Business Group, Hon Pak, M.D., is a key member of the Senior Executive team. He leads the overall clinical vision and direction for the HIS Division while leading the value-based transformation of HCBG using a new care pathway delivery model. He is also focused on the improvement of the health and outcomes of 3M employees using 3M HIS content and tools. He also provides medical oversight, expertise and leadership to ensure the delivery of quality healthcare software solutions to more than 5,000 U.S. customers. Dr. Pak oversees 3M’s Clinical and Economic Research Group and Clinical Terminology Group, while leading the development and implementation of innovative clinical programs that include collaboration with strategic business partners. Prior to joining 3M, Dr. Pak served as a General Manager and Chief Medical Officer for Longview International Technology Solutions, Inc and CEO of Diversinet. He was also the first physician Chief Information Officer for the U.S. Army Medical Department (AMEDD) and past president of the American Telemedicine Association. He is current Chair of the Health IT Committee for the American Academy of Dermatology, Editorial Board for Journal of eHealth and Telemedicine, and Chair of Physician Electronic Health Record Consortium.

Bruce Schreiber, CTO, MedAllies

Bruce Schreiber is the Chief Technology Officer at MedAllies.

Scott Stuewe, President and CEO, DirectTrust

Scott Stuewe is a 25-year veteran of the healthcare information technology industry focused on strategy, business development, network creation, and interoperability. Prior to becoming the President and CEO of DirectTrust, Stuewe was Director of Strategy and Interoperability at DataFile Technologies, a provider of turn-key solutions to streamline, standardize, and centralize health information management and clinical workflows for healthcare organizations of all types and sizes. Previously, Stuewe spent 24 years at Cerner Corporation, most recently as Cerner Network’s Director of National Interoperability Strategy. In this role, he led Cerner’s initiatives on national interoperability by driving participation in the CommonWell Health Alliance and the soon-to-launch bridge between CommonWell and the networks of the Carequality framework.

Christopher Mack, Referral Program Manager, Sutter Health

Christopher Mack holds an executive role within Strategy at Sutter Health in Northern California, a healthcare system comprised of 23 hospitals, 7 Medical Groups and 4 IPA’s. With over 20 years’ experience in Healthcare, Christopher has led teams responsible for creating access and patient centric processes for ambulatory referrals within a  large integrated delivery system. His knowledge of Direct combined with  his team’s ability to  leverage technology and create bidirectional Direct workflows has led to better care coordination, faster turnaround times and ownership of a showcase referral center.

John Moriarty, CEO, BridgeForward Strategies

John Moriarty is founder and CEO of BridgeForward Strategies, an international consultancy focused on assisting healthcare technology companies in the US and Europe expand into new international markets. Moriarty previously founded two interoperability software companies, BridgeForward Software, Inc. and MicroScript Corporation, both of which focused on the healthcare market in the US and UK. BridgeForward solutions Have been deployed in more than 4,500 hospitals, physician offices and clinics throughout the US and the UK. Moriarty also has extensive experience in the non-profit arena having co-founded the Northeast-Midwest Congressional Coalition, it’s sister organization, the Northeast-Midwest Institute, and The Massachusetts Foreign Business Council.

Jocelyn Keegan, Senior Consultant, Point of Care Partners

Jocelyn is a senior health care information technology consultant with expertise in payer/provider collaboration, prior authorization workflows, specialty pharmacy and software product development. She was selected in December of 2017 as project manager for Da Vinci, a payer/provider led initiative to leverage HL7 FHIR © to exchange critical data required for value-based care contracts. In addition, she co-leads two task-groups, Specialty Benefit Identification and ePA Workflow to Transaction at NCPDP. Prior to Point-of-Care Partners, Jocelyn led product development and integration teams to implement payer to provider tools, platform assets and workflows including authorization at NaviNet/NantHealth leveraging custom, X12, NCPDP and HL7 standards including leadership on the NCPDP ePA draft standard pilot with CVS Caremark, CoverMyMeds and Surescripts. She has served as a tactical and strategic advisor to leadership teams throughout her career to evolve product development organizations from custom development organizations to a SaaS and API enabled product companies. Before shifting her focus to HealthIT, Jocelyn spent 12 years leading change, product and project management organizations for Thomson Financial/Thomson Reuters.

Zeev Glozman, Founder and CEO,

Zeev is a developer, with a focus on identity solutions. Using a strong technical background and  understanding of the Healthcare market,  regulatory requirements he is able to architect identity and authorizations solutions that meet compliance and are simple to use.

Jodi Daniel, Partner, Crowell & Moring

Jodi Daniel is a partner in Crowell & Moring’s Health Care Group and a director at C&M International (CMI), an international policy consulting affiliate. She leads the firm’s Digital Health Practice and provides strategic, legal, and policy advice to health care and technology clients navigating the dynamic regulatory environment to help them achieve their business goals.

Prior to joining Crowell & Moring, Jodi was the founding director of the Office of Policy in the Office of the National Coordinator for Health Information Technology (ONC), U.S. Department of Health and Human Services (HHS), where she led the agency’s federal advisory committees, building consensus on health IT standards and policy, and established national health IT policy on privacy, security, consumer e-health, and health IT safety and oversight. Jodi established ONC’s regulatory capacity, led the development of health IT standards and certification regulations, and advised CMS on health IT incentive programs.

At HHS’s Office of General Counsel, Jodi was a key drafter of the original HIPAA Privacy and Enforcement Rules.  She served as the first senior counsel for health IT at HHS, where she developed the foundational legal strategies, established and chaired the health IT practice group within OGC, and worked closely with CMS in the development of e-prescribing regulations and related Stark and anti-kickback rules.

Jodi received her BA in Economics and Community Health from Tufts University, her Masters in Public Health from Johns Hopkins School of Public Health, and her JD from Georgetown University Law Center.

Julie Maas, CEO, EMR Direct

Julie Maas, Founder and CEO of EMR Direct, has a background in product development in both enterprise and consumer settings. Her previous roles include managing various stages of software development at MicroStrategy, NBC Internet, and Yahoo!. She holds bachelor’s and master’s degrees in Electrical Engineering and Computer Science from MIT, as well as an MBA from UC Berkeley.

Julie’s role within DirectTrust includes active contribution to several policy-related workgroups, leveraging digital certificates in other health care use cases, and Interoperability Testing initiatives that improve the robustness of the network.

Therasa Bell, Co-Founder, President & Chief Technology Officer, Kno2

Combining her passion for healthcare and extensive technology expertise, Therasa Bell created Kno2 as market forces began to drive more effective, lighter-weight healthcare solutions. With her leadership and drive to solve some of the most persistent challenges facing healthcare, Kno2 continues to create lightweight solutions that enable patient information to be captured and shared across the continuum of care.
As President and Chief Technology Officer, Therasa defines the business vision for Kno2 and paves a clear path of execution for the staff. She is responsible for Kno2’s innovation, vision and engineering, and holds two patents for unstructured
clinical content under the company. She believes that the combination of people and the company’s clear purpose makes Kno2 unstoppable.
For close to a decade, Therasa has been a thought leader in the healthcare information technology field, serving as a co-chair or member of healthcare IT standards committees that influence national and international standards for sharing clinical information. In 2009, she defined and pushed through a healthcare IT protocol for unstructured clinical content, which passed as part of legislation for the Meaningful Use Stage 2 section of the HITECH Act.

Greg Meyer, Director, Distinguished Engineer, Cerner Corporation

Greg (@Greg_Meyer93) is a director and distinguished engineer at Cerner Corporation and a 20+ year Java veteran. He’s responsible for the architecture of the Cerner Direct solution and remains actively engaged in coding and mentoring new software engineers and upcoming architects. He has recently completed migrating his solution to cloud native micro-services using Spring Boot, Spring Cloud, and Cloud Foundry and implementing a CI/CD strategy with Concourse. Outside of Cerner, Greg is responsible for the open source Direct Project Java reference implementation and is the primary source contributor. He also serves as a workgroup chair and contributing member of several national health care informatics, standards, and governance initiatives. Greg is also an accomplished musician and enjoys dabbling in music production.

Matt Jillings, Senior Sales Director, Secure Exchange Solutions

Matt Jillings has a long history and passion for introducing innovative and disruptive, technology-based solutions to businesses and governments seeking to streamline operations, improve customer service, and cut costs. Interoperability, AI (including NLP, Machine-Learning and Neural Networks), automation and e-commerce are all solution areas he is well versed in with special applicability to the industries of Healthcare, Insurance and Government.  As a Senior Sales Director with Secure Exchange Solutions, an industry leading HISP, Matt’s current focus is on further accelerating the adoption and use of Direct Secure Messaging.