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Chief Strategy Officer (CSO) Forum: 2025 Healthcare Leadership Conference 

November 17-19, 2025

Carlsbad, CA

Engage Directly with Health System Leaders

The Health Management Academy’s Chief Strategy Officer (CSO) Forum convenes senior health system CSOs and select industry executives to explore the critical role of strategic planning in healthcare’s future. Leaders will engage in candid, peer-driven dialogue on aligning growth with financial pressures, advancing value-based strategies, forging capital partnerships, and driving executive alignment.

For industry executives, the Forum offers a rare window into the complex demands of CSOs; insights that strengthen strategic alignment and product-market fit.

Built exclusively for senior executives, the CSO Forum features member-led discussions on real-time challenges, with a strict 1:1 health system-to-industry ratio ensuring a highly curated, collaborative environment.

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Upcoming 2025 Dates & Details

For over 25 years, The Health Management Academy has convened healthcare conferences for C-suite leaders and select industry executives, curating two-way conversations, collaborative problem solving and thought leadership sharing. 

Join us at one of our upcoming health conferences. You can explore dates, locations, agendas, and other details below.

CSO Forum Healthcare Conference Teaser Image

November 17-19, 2025

Carlsbad, CA

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Health System Forum Members

Providence health system logo featuring a green and blue cross-shaped emblem to the left of the name in blue text.
Northwell Health health system logo featuring a grid of multicolored triangles to the left of the words "Northwell Health" in blue text.
Ochsner Health health system logo with a blue and gold abstract emblem to the left of the name in blue text.
Intermountain Health logo with stylized red and purple symbol and navy text.
Mass General Brigham industry logo with teal icon and blue text.
Novant Health health system logo with a bold purple "N" and two vertical squares, followed by the words "Novant Health" in gray text.
UnityPoint Health logo featuring a white cross within a blue square followed by the name "UnityPoint Health" in black text.
WellSpan Health logo featuring a rising sun graphic above the word “WellSpan” in blue with “HEALTH” in bold blue text below.
Yale New Haven Health logo featuring the words “Yale New Haven Health” in a stacked format with gradient blue tones on a transparent background.
Cedars-Sinai health system logo with two interlocking red rings on the left and gray text on the right.
Cone Health health system logo with a teal abstract figure on the left, followed by the words "CONE HEALTH" and the tagline "The Network for Exceptional Care" beneath.

What Sets the Experience Apart  

  • Member-Driven Content, Curated for CSOs: All our meetings are built around the priorities that matter most to today’s healthcare CSOs. Members shape forum content to reflect their top priorities, such as balancing long-term transformation with financial sustainability.   

  • The Right People, in the Right Room: Attendees include health system CSOs from organizations like Mayo Clinic, Yale New Haven Health, Novant 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 CSOs facing similar challenges.   

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The THMA Difference Lies in Access, Intentional Design, and a Strict Focus on Community

The CSO 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 Strategy Officers and select industry innovators, most commonly CEOs, Chief Growth Officers, and strategic product leaders.

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Quote from healthcare conference industry attendee

Industry Forum Members

Philips logo in bold blue uppercase letters on a transparent background.
GE Healthcare logo featuring the classic GE monogram inside a circular emblem followed by the text "GE Healthcare" in blue.
Accenture logo featuring the company name in bold black font with a forward-pointing purple greater-than symbol above the "t".
Johnson & Johnson logo in classic red cursive script, representing the global healthcare and pharmaceutical company.
Qventus logo with the company name in dark gray lowercase letters and a red accent mark above the "s."
Microsoft logo featuring a four-colored square icon (red, green, blue, yellow) to the left of the word "Microsoft" in gray text.
KPMG logo with bold blue letters beneath four outlined rectangles, symbolizing the global professional services firm.

Recent topics include:  

  • Strategic Capital Partnerships: A discussion of how CSOs are leveraging PE relationships to accelerate growth, bridge execution gaps, and advance mission-critical objectives.   

  • Value-Based Strategy Recalibration: Identifying strategies to balance long-term transformation with financial sustainability – where to accelerate, pause or redesign programs for maximum clinical and financial impact.   

  • What’s Next in Ambulatory Strategy: An exploration of innovative models that reimagine care delivery networks to enhance access, optimize patient flow, and capture growth opportunities beyond traditional inpatient settings.   

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The Chief Strategy Officer Forum Experience  

This is an unparalleled executive healthcare community.   

Each CSO Forum is a 2.5-day immersive experience with member-led sessions focusing on real-time challenges and forward-looking strategies. The Health Management Academy’s Fall 2025 Chief Strategy Officer (CSO)Forum provides original insights and analysis of today’s strategic planning challenges.   

A woman and a man engage in conversation while holding drinks during a networking event, with other attendees and refreshments visible in the background.

Our Convening Experiences

The Power of Relationships With Jeff Jones

Join us as Jeff Jones shares his personal experience with The Health Management Academy, which spans over two decades.

The Power of Vulnerability and Collaboration

Beth Walker, CEO of Oschner Baptist, shares how the open, trust-filled environment among C-suite executives allows them to candidly discuss their challenges.

How THMA Has Deepened Healthcare Relationships

Todd Cozzens, Founder of Transformation Capital, shares how THMA has helped deepen his industry connections and relationships.

Investing in Tomorrow's Healthcare Leaders

Andy DeLao, CSO & CMKO at Ge HealthCare, shares his insights and experiences working with The Health Management Academy.

Cultivating Connections with Health System CXOs

Nicole Shingler, VP, Enterprise Revenue Cycle for R1 RCM explains just how much THMA stands apart by cultivating connections within the healthcare industry.

Having a Support System is Critical

Nkem Iroegbu, President of Advocate Health, speaks about having the right support system in the healthcare industry.

How a Sense of Ownership Makes All the Difference

Corey Aferiat, VP at THMA, talks about how members feel a very unique sense of ownership over the forums.

Being Honest & Open in Healthcare

Dennis Murphy President & CEO of IU Health shares how coming to THMA events has helped him professionally.

Extending Value Beyond the Conference  

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 national 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

A collage of professional headshots of team members from The Health Management Academy, interspersed with branded graphics. The messages highlight collaboration between health system CXOs and industry, data-driven decision-making, and a commitment to driving health forward.