Topic: Navigating an Uncertain and Evolving Healthcare Industry

Date: Thursday, January 16, 2025

Times:
• In Person: 11:30 - 1:30 pm ET (lunch and networking prior to program)
• Zoom Meeting Time: 12:30 - 1:30 pm ET

Location:
• New York City Bar Association, 42 West 44th Street, NYC, OR
• Zoom webinar

A Zoom recording of this program will be available for one week for everyone who registers in advance.

This event is closed to the press.

Details:

This panel will discuss the evolving healthcare landscape and how to manage through uncertainty, particularly with a new administration. We will discuss what we are looking out for in 2025 and beyond as well as what potential policy changes could be on the horizon. The panel will also discuss current industry trends as well as challenges and opportunities. While elevated labor costs are here to stay, many providers have benefited from additional directed payments and increased commercial rates, boosting operating income. Other agenda items include cybersecurity disclosure, a potential new industry normal and strategies to strengthen organizations. The panelists will explore the present and potential future of the industry and how important it is for management teams to remain focused on executing strategies and growth during this time.

Panelists:

Lisa Goldstein is a nationally recognized analyst, speaker, writer, and expert on not-for-profit healthcare. At Kaufman Hall, she is a member of the Treasury and Capital Markets practice and Thought Leadership team. Prior to joining Kaufman Hall, Lisa spent more than 30 years at Moody’s Investors Service, including 10 years serving as associate managing director. Ms. Goldstein holds an MPA in public and nonprofit finance, management and policy from the New York University Robert F. Wagner Graduate School of Public Service.
 
Steven Levy is a Principal and senior credit analyst for PGIM Fixed Income’s Municipal Bond Credit Research Team, focusing on high yield municipal bond issuers including not-for-profit healthcare. Prior to joining the firm in 2004, Mr. Levy was a First Vice President at Prudential Securities, concentrating on healthcare related entities. Mr. Levy has been working in public finance since 1991. He received a BA from Muhlenberg College in 1989 and an MBA in Finance from Fordham University in 1996. He is a member of the Municipal Analysts Group of New York and the National Federation of Municipal Analysts. Over his career, he has spoken at numerous healthcare related conferences on a wide range of topics. In 2014, he was named to Smith’s Municipal All-Star Team for research in high yield.

Michelle Ulrich serves as the Senior Vice President of Financial Planning & Analysis at NYU Langone Health (NYULH), helping orchestrate the financial strategy for the $14B Health System comprised of NYU Langone Hospitals and the NYU Grossman Schools of Medicine. In her role as SVP FPA, she manages the long-range financial planning, operating and capital budgeting, and financial operations for the system, which involves strategic financial modeling initiatives, evaluating debt scenarios, mergers, acquisitions, risk models, and market factors, as well as assessing the feasibility and financial viability of new capital projects. Michelle received her bachelor’s degree from New York University and her MBA from Cornell University Johnson College of Business and MS from Weill Cornell Medical College with a concentration in Healthcare Leadership, Policy and Research and has worked in the healthcare industry for over 20 years.
 
Moderator:
 
Anne Cosgrove is a Director in the not-for-profit healthcare group at S&P Global Ratings. She covers a diverse portfolio of healthcare providers across the U.S. and has a wide range of credit experience. She previously held positions at Lehman Brothers and Barclays Capital where she helped manage municipal portfolios exceeding $7 billion. Anne has an MBA in Finance and Accounting from NYU’s Stern School of Business and a BA from the University College Cork, Ireland.

Cost:

MAGNY and other NFMA Members
:
$55 Zoom

$75 In-Person



Non-Members
:
$80 Zoom

$100 In-Person

Questions? Contact [email protected].