Chief Legal Executive Forum - Healthcare Leadership Conference
November 19-21, 2025
Carlsbad, CA
Engage Directly with Health System Leader
The Health Management Academy’s Chief Legal Executive (CLE) Forum convenes Chief Legal Executives from the nation’s leading health systems alongside senior industry leaders for a Washington policy update and candid discussion on federal shifts shaping health system operations, finances, and governance. Roundtable sessions will address critical issues such as aligning initiatives with federal mandates and navigating related complexities affecting workforce security and patient rights.
Built exclusively for senior executives, the CLE Forum offers a peer-driven environment with a strict 1:1 health system-to-industry ratio. The format avoids transactional networking in favor of member-led, real-time dialogue designed to foster strategic collaboration, informed decision-making, and lasting relationships.

Upcoming Event Dates and Locations
The CLE Forum is hosted twice a year in thoughtfully selected locations across the country. Each event is timed to align with evolving industry priorities and provides a fresh opportunity to reconnect with peers, gain new insights, and advance your healthcare financial strategy.
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What Sets the Chief Legal Executive Forum Apart
Member-Driven Content, Curated for CLEs: All our meetings are built around the priorities that matter most to today’s healthcare CLEs. Members shape forum content to reflect their top priorities, such as navigating federal policy changes while addressing labor shortages and data governance.
The Right People, in the Right Room: Attendees include health system CLEs from organizations like Mayo Clinic, Yale New Haven Health, and Intermountain, alongside key industry leaders - typically CEOs, Chief Growth Officers, and product and strategy executives. All participants are hand-selected based on their ability to contribute meaningfully to the conversation.
A Forum Built for Relationships: Reception-style dinners and informal social gatherings welcome friends and family and facilitate long-term relationship building.
True Partnership: This is a peer-to-peer forum. The industry executives who attend want to listen, contribute insights, and build lasting connections with CLEs facing similar challenges.

The THMA Difference Lies in Access, Intentional Design, and a Strict Focus on Community
The CLE Forum creates a purpose-built space for executive-level engagement. Every session, social setting, and touchpoint is curated to foster meaningful, candid dialogue between fellow Chief Legal Executives and select industry innovators, most commonly CEOs, Chief Growth Officers, and strategic product leaders.

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Recent topics include:
Washington Policy Update: The Health Management Academy’s Vice President of Health Policy and Strategy, Stephanie Bernardes, will provide an up-to-the-minute briefing on how the new administration and 119th Congress is shaping the future of healthcare policy. Get the “need to know details” on payment reform, Medicaid changes, site-neutral payments, and the broader regulatory environment.
Emerging Legal Issues in Medicaid Payments and Financing: We will discuss emerging CMS issues such as CMS escalated regulatory action and litigation to limit states’ uses of certain mechanisms to finance the non-federal share of Medicaid payments.
CLE and the Legal Department – Evolving Structure, Responsibilities, and Technology Governance: This is an open discussion on the various models emerging for the position of Chief Legal Executive and the role of their legal teams, key operational metrics, navigating AI use and emerging technologies, and CLEs responsibility over data governance to mitigate legal risks.
The CLE Forum Experience
Each CLE Forum is a 2.5-day immersive experience hosted in carefully selected locations across the US. Sessions focus on member-led, real-time challenges and forward-looking strategies.

Our Convening Experiences
More Than a Conference: Year-Round Healthcare Financial Management Resources
Members gain access to a year-round ecosystem of insights and engagement through THMA’s Executive Insights Hub. This digital platform discusses trends and challenges unique to strategic planning, as well as trending CXO priorities, from large health systems across the country.
Our other year-round resources include:
Quarterly Trend Reports: Digestible insights and follow-ups from live briefings and proprietary research.
Executive Edge: A Sunday evening digest with quick-read summaries of industry-impacting events.
Post-Forum Debriefs: Key takeaways and insights from our Forums - useful even for teammates who did not attend.
Healthcare Bootcamp: A library of short videos and modules to onboard new team members or sharpen your team’s healthcare knowledge.
About The Health Management Academy
Since 1998, The Health Management Academy has cultivated the premier membership-based community of healthcare’s most influential CXOs from top U.S. health systems, as well as decision makers from innovative industry companies.
We cultivate exceptional peer groups, providing original market insights, world-class leadership development programs, and novel member alliances to more than 2,000 health system senior executives and 200 industry organizations.
2,000+
Health System Executives
600+
Health System C-Suite Members
200+
Exec Industry Members
75%
Of U.S. Physicians
