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2025 Annual Meeting Recap

This year's event was a huge success!

Thank you to all speakers and participants who helped make this annual meeting memorable.

We wanted to send out a big thank you to all individuals who attended and made this year’s joint Annual Meeting special. We’d also like to reach out to all speakers and panelists who dedicated their time to provide wonderful presentations and professional insights.

Event Photo Gallery

Meeting Sessions

Wednesday, November 19

Session

1

CMS/DOGE & ASTP Keynote: Federal Government Pioneering Progress in Interoperability

HHS / Centers for Medicare and Medicaid (CMS) and Acting Administrator for U.S. Department of Government Efficiency (DOGE) Amy Gleason will present on the CMS Digital Health Ecosystem strategy. This bold new vision includes a call to action for health information networks, app developers, vendors, providers and innovators to share information to empower people and improve care. Assistant Secretary for Technology Policy and National Coordinator for Health Information Technology Dr. Tom Keane will discuss U.S. Department of Health and Human Services (HHS) Secretary Robert F. Kennedy, Jr.’s directive to increase resources dedicated to curbing the harmful practice of information blocking and increased enforcement against health care entities that block the access, exchange, and use of electronic health information by patients and others that have a legal right to the data. After opening remarks, they will join The Sequoia Project CEO Mariann Yeager for a lively fireside chat. 

Speakers

Amy Gleason

HHS/ CMS / DOGE

Dr. Thomas Keane

HHS

Session

2

Patient Rights Policy vs. Patient Access Reality

Over the last 20 years, policymakers have continued to advance the right of patients to access their health data. In reality, patients face a fragmented ecosystem and administrative hurdles to exercise this right. A spirited panel of patient advocates, health IT developers, and other health information sharing experts will discuss how close we are to the visions of TEFCA’s individual access services and CMS’s patient empowerment. They’ll focus on the best practices needed to close the gap.

Panelists

Deven McGraw

Citizen Health

Josh Mast

Oracle Health

Cathriona Dolphin-Dempsey

Stanford Health Care

Anna McCollister

The Sequoia Project
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Session

3

Putting the Trust in Trusted Exchange

TEFCA Governing Council Chair and Vice Chair will present on how TEFCA is doing Trust differently. Hear more about lessons learned from the nearly two years of TEFCA Exchange, and strategies for 2026.

Presenters

Matthew Eisenberg

Stanford Health Care

John Blair, III, MD

MedAllies

Session

4

Payers Pick Up the Pace

CMS emphasized the importance of improving the sharing of health information by payers with patients, health providers, and across payers in rulemaking (CMS-0057). Impacted payers are ramping up to participate in trusted exchange to meet application programming interface (API) requirements in January 2027. This panel will highlight common roadblocks and offer practical strategies to transition from fragmented approaches to a governed, scalable approach that meets regulatory requirements based on a foundation of trust.

Panelists

Jay Nakashima

eHealth Exchange

Maxim Abramsky

Edifecs, A Cotiviti Business

Jim Adamson

Point-of-Care Partners

John Blair, III, MD

MedAllies
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Session

5

Pharmacy: Advancing Capabilities for Integrated Care Teams

The new Pharmacy Workgroup has built a nationwide community of practice that is working together to address pharmacists’ evolving clinical information exchange needs. This panel will share examples of innovative, pharmacy-based patient care models, discuss gaps in pharmacy interoperability readiness and adoption, and explore solutions for care team integration.  Sponsored by Surescripts, NACDS, APhA Foundation, and NCPA Foundation.

Panelists

Meg Murphy

Surescripts

Kevin Nicholson

National Association of Chain Drug Stores

Ben Bluml

American Pharmacists Association Foundation

Jake Galdo

Seguridad, Inc.

Session

6

Celebrating the Milestones

We’ll highlight this year’s advances in healthcare IT interoperability for the public good across The Sequoia Project, Carequality, and TEFCA.

Panelists

David Horrocks

New York eHealth Collaborative

Mariann Yeager

The Sequoia Project

Seth Selkow

Carequality

Session

7

Government Affairs Roundtable

What can we expect from Washington? Policy and government affairs experts reflect on healthcare, health IT, and interoperability legislative and regulatory activity in 2025 and explore what could be on tap for 2026. 

Panelists

Alexandra Mugge

Oracle Health

Brett Meeks

Jeffrey J. Kimbell & Associates

Lindsay Austin

Troutman Strategies

Chantal Worzala

The Sequoia Project

Session

8

Family Feud

Test your trivia knowledge in our version of this classic game show hosted by Alan Swenson.

Host

Alan Swenson

Carequality
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Thursday, November 20

Session

1

Data Without Doubt: The Role of Trust in Healthcare Interoperability

This panel discussion will explore the essential pillars that underpin trust in today’s complex health information networks and frameworks. Our experts will delve into the core elements that are critical for building and maintaining the trust necessary for secure and effective data exchange, including monitoring, compliance, and transparency. Attendees will leave with a practical framework for assessing and strengthening trust within their own organizations and across the broader healthcare ecosystem.

Speakers

Amy Bagge-Smith

Zus Health

Lee Barrett

DirectTrust

David (Fig) Figueredo

MedeAnalytics

Jamie Ferguson

Kaiser Permanente

Kara Justi

Cleveland Clinic

Session

2

Trust Tested: How a High-Stakes Dispute Reshaped Policy, Process, and the Meaning of “Trust”

One year after completing its first-ever formal dispute resolution process, Carequality has a wealth of experience in putting its foundational trust and governance framework to the ultimate test. This panel will examine the critical strategies and policy enhancements enacted following the resolution, including adjustments to policies like “On Behalf Of” (now “Delegation of Authority”) and formalizing an issue resolution process, and compliance enforcement. Panelists will discuss how this landmark event informed a renewed focus on directory accuracy, clarifying roles of exchange partners, and more. Attend this session to gain insights into:

  • The immediate and long-term governance changes adopted by Carequality to bolster trust.
  • How enhanced policies and compliance will reinforce trusted exchange in the Carequality framework and align with broader national initiatives like TEFCA.
  • The ongoing commitment to operationalizing trust as a core pillar of nationwide health IT interoperability.
Speakers

Amol Batra

Carequality Inc.

Seth Selkow

Carequality

Brendan Keeler

HTD

Matt Becker

Kno2

Session

3

CMS Aligned Networks

Health information networks are increasingly positioned to be core infrastructure that supports all needed exchange purposes. The CMS Aligned Networks have committed to supporting a path toward empowering individuals to engage in their own health through innovation. Hear from a panel of health information networks that have committed to the path of information exchange that supports innovation and meets the needs of individuals, providers, payers, and other health care organizations. What synergies are being created? What uncertainties remain to be resolved through collaboration?

Speakers

Kristen Valdes

b.well Connected Health

Therasa Bell

Kno2

Rob Klootwyk

Epic

Karla Mills

Surescripts

Mariann Yeager

The Sequoia Project
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Session

4

Principals and Delegates and Policy, Oh, My!

Our policy experts will delve into the TEFCA Delegation of Authority policy, which was implemented this year by Carequality. What does Delegation mean, why is it needed, and what are the best practices? 

Speakers

Zoe Barber

The Sequoia Project

Alan Swenson

Carequality

Erin Whaley

Troutman Pepper Locke

Session

5

Moving Toward Computable Consent: The Future of Privacy in Health Information Exchange

This expert panel will discuss the actions required to address the challenges of managing privacy and consent in networks and trust frameworks.  Attendees will learn about the need for collaborative approaches to implement granular consent and leverage new technologies to build trust and empower individuals to control their health data in a secure, computable format.
Speakers

Kevin Day

Edifecs, A Cotiviti Business

Melissa Soliz

Coppersmith Brockelman PLC

Hassan Abdallah

MRO

Session

6

What is Minimum Necessary?

Establishing a shared understanding and agreement on minimum necessary is essential for enabling exchange beyond treatment purposes. This panel will discuss how to navigate this complex issue to support the exchange of information for public health and healthcare operations in trust frameworks. Our panel will debate based on their experiences with Carequality and TEFCA. 

Speakers

Lauren Riplinger

AHIMA

Nichole Sweeney

CRISP Shared Services

Alya Sulaiman

Datavant

DISCLAIMER: The views, thoughts, and opinions expressed in these videos are those of the speakers and do not necessarily reflect the views of The Sequoia Project or Carequality. The availability of these recordings on our website does not constitute an endorsement by The Sequoia Project or Carequality of their content; nor does The Sequoia Project or Carequality make any guarantees as to the accuracy or completeness of such content.

A Special Thanks to Our

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The Sequoia Project and Carequality Annual Meeting is moving to the Texas Hill Country, near Austin, on October 28-29. Take advantage of super early bird pricing available now until December 31, 2025.

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