In-Person Event
CC

2026 Health Law Institute – Day One – Philadelphia


  • City:Convene, 30 South 17th St., ., Philadelphia, PA, 19103
  • Start Date:2026-03-12 08:30:00
  • End Date:2026-03-12 16:15:00
  • Length:
  • Level:Various
  • Topics:Health Law

$399.00

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Overview

Customers attending both days of the institute will save $199 on the combined registration. Add Day One to your cart, then add Day Two. The discount will be automatically applied in your cart when you add the second day. (Note: ProPass subscribers instead receive a 40% discount on In-Person events.)

Use this page to register for Day One of the Health Law Institute 2026.
Use this link to register for Day Two.

The event of the year for every health law professional!

Join us in-person for the 32nd Annual Health Law Institute – a two-day CLE program that provides a comprehensive exploration of today’s most pressing health law issues. Designed for attorneys who represent healthcare providers, payors, patients, or regulatory entities, the program offers an in-depth look at the laws, policies, and compliance challenges shaping the rapidly evolving healthcare landscape.

Through a blend of lectures, case studies, and interactive discussions, participants will examine regulatory updates, reimbursement trends, fraud and abuse enforcement, privacy and data-sharing rules, healthcare transactions, and emerging issues in telehealth and AI-driven care. Faculty drawn from leading practitioners, government agencies, and healthcare organizations will equip attendees with practical tools and strategies they can apply immediately in their practice.

Sessions will include the annual favorite, “Health Law Year in Review,” ethics credits, and many of the Institute’s long-admired speakers.

This program is ideal for both new and experienced health law attorneys seeking to deepen their knowledge, anticipate risks, and stay ahead of developments affecting clients across the healthcare continuum.

Check back often for additional information and updates!

CREDIT HOURS

60-Minute States

Eligible for 6 hours

50-Minute States

Eligible for 7.2 hours

Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

TOP IN-PERSON EVENT FAQs

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More questions? Visit our Help Center.

CONTACT US

Our Customer Experience team is available Monday through Friday, from 8:30 am to 5:00 pm. You can reach out one of three ways:

  • Email: [email protected]
  • Phone: 800-932-4637
  • Live Chat: You can find our live chat box on the bottom right corner of your screen
IN-PERSON EVENT ACCESS PERIOD

Access to In-Person event resources, including course materials, expires 90 days after the date of the event.

David R. Morlock

David R. Morlock

Keynote Speaker

THURSDAY, MARCH 12, 3:15 – 4:15 PM

David Morlock leads Cain Brothers’ national health systems practice, focusing on hospital, physician group, health plan, and private equity transactions. Mr. Morlock joined Cain Brothers in 2016 with nearly three decades of experience as a health system executive, including CEO and CFO roles. His advisory and transaction experience includes strategy development, mergers and acquisitions, affiliations, and joint ventures tailored to meet the needs of healthcare organizations’ specific circumstances.

He will be sharing his thoughts on the current state of affairs for various segments of the healthcare provider landscape in Thursday's Keynote session (view Thursday's schedule).

Safe Harbor Reception

THURSDAY, MARCH 12, 4:15 – 5:15 PM

Unwind after a full day of learning at our cocktail hour reception. Network with fellow attendees and speakers while enjoying drinks and conversation in a relaxed atmosphere.

Venue Information

Convene Conference Center

Located inside the Duane Morris Plaza

30 S. 17th Street ( between Ludlow Street & Ranstead Street)
Philadelphia, PA 19103
Suite 1300

Parking Information/Discount

Convene offers 20% off parking at the Liberty Place Parking Garage. Attendees can see a Convene team member at the front desk to receive a voucher. 

Liberty Place Garage
99 South 17th Street, Philadelphia, PA 19103
(located under The Westin Philadelphia)

  1. From the garage, take the elevator to Level G* -- This will put you inside of the Shops at Liberty Place.
  2. Once off the elevator, make a right following the hallway to exit at 16th street (near Saxbys Coffee).
  3. Enter through the door onto the sidewalk
  4. Once outside, make a right on Chestnut street heading West.
  5. At 17th Street make a right. About half a block up, you will see Duane Morris Plaza where you can enter through the doors under the Duane Morris Plaza sign.

Arrival at Convene
Please check in with personnel at Security, which is located on the main floor. Photo ID is required. They will hand you a pass to get through the turnstiles. Attendees will then proceed to the 13th floor and check in with PBI staff at the registration table.

Visit Convene's website for more info.

Schedule
Thursday, March 12, 2026

8:00 – 8:25 am

Registration and Breakfast

8:25 – 8:30 am

Welcome and Introductory Remarks

8:30 – 10:30 am

(A) Health Law Year in Review

Charles I. Artz, Esq., Ian M. Donaldson, Esq., & R. Christopher Raphaely, Esq.

10:45 – 11:45 am

(B) Legal Ethics and Compliance Implications of Private Equity Takeover in Healthcare

F. Lisa Murtha

(C) 2025-26 Tax Developments Impacting Tax-Exempt Healthcare

Daniel J. Hennessey, Esq.

(D) Optimizing Defense Strategies in High-Risk Healthcare Litigation

Kimberly G. Krupka, Esq. & Laurie B. Shannon, Esq.

12:45 – 1:45 pm

(E) Smoothing out the Regulatory Wrinkles: Legal Issues and Trends in Medical Aesthetics

Evan Sampson, Esq.

(F) Practical AI: Actual Use and Legal Risks

Daniel F. Shay, Esq.

(G) 340B Drug Discount Program: Recent Developments and Hot Topics

Leah D’Aurora Richardson, Esq.

2:00 – 3:00 pm

(H) Primer and Update on DOJ’s Treatment of Healthcare Companies

Tamara J. Haken, Esq., Gerard Michael Karam, Esq., & Ryan O’Neill, Esq.

(I) Beyond the Deal: Integrating Cultures Pre- and Post-Closing in Healthcare Transactions

David DeSimone, Mark Iorio, & John Washlick

(J) Preparing for Difficult Employment Situations Healthcare Employers Might Face

Andrea M. Kirshenbaum, Esq. & Mandy C. Rosenblum, Esq.

3:15 – 4:15 pm

(K) Celestial Navigation on a Cloudy Night: Providers at Sea in Volatile Markets

David R. Morlock

Session Descriptions
Thursday, March 12, 2026

8:30 – 10:30 am

(A) Health Law Year in Review

Charles I. Artz, Esq., Ian M. Donaldson, Esq., & R. Christopher Raphaely, Esq.

The session offers a detailed analysis of new laws, regulations, and important case law and regulatory developments affecting physicians and institutions.

10:45 – 11:45 am

(B) Legal Ethics and Compliance Implications of Private Equity Takeover in Healthcare

F. Lisa Murtha

This session will cover the applicable Attorney Ethical Rules that commonly arise in the takeover of a healthcare provider by a Private Equity firm.

  1. The session will focus on a case study of a recent PE takeover of an international pharmacy organization.
  2. The session will focus on the governance implications, the compliance programmatic affects, the workforce impact, the regulatory obligations, and the changes to day-to-day operations that need to be managed.

(C) 2025-26 Tax Developments Impacting Tax-Exempt Healthcare

Daniel J. Hennessey, Esq.

The session covers a range of tax issues and developments over 2025 and early 2026 that specifically impact charitable providers and other members of the tax-exempt healthcare industry. Topics covered would include IRS exempt organization initiatives, regulatory changes and rulings, trends in Section 501(c)(3) compliance and enforcement, tax exemption and community benefit standards for hospitals, tax-exempt M&A and corporate structure topics and developments in state/local tax exemption matters, including on-going Pennsylvania real estate tax exemption disputes, among other salient issues.

(D) Optimizing Defense Strategies in High-Risk Healthcare Litigation

Kimberly G. Krupka, Esq. & Laurie B. Shannon, Esq.

Healthcare organizations and their providers face increasing exposure to high-stakes litigation, where the financial, reputational, and operational risks are significant. This session will explore advanced defense strategies focusing on complex and catastrophic malpractice claims and litigation against both large healthcare organizations and individual providers. Attendees will gain practical insights into mitigating risk and aligning legal strategies with risk management principles, particularly in high-exposure venues. Key topics will include identifying and prioritizing high-risk cases for proactive development of defense strategy and consideration of early resolution, facilitating collaboration between client’s clinical resources and defense counsel, and identifying unconventional legal strategies to strengthen defense posture and reduce exposure in an evolving malpractice litigation landscape.

12:45 – 1:45 pm

(E) Smoothing out the Regulatory Wrinkles: Legal Issues and Trends in Medical Aesthetics

Evan Sampson, Esq.

This session examines the rapidly evolving legal landscape surrounding medical spas, addressing regulatory, licensing, and liability considerations for attorneys advising providers, owners, and investors.

(F) Practical AI: Actual Use and Legal Risks

Daniel F. Shay, Esq.

In the past few years, artificial intelligence (“AI”) has exploded into the public consciousness, and been inserted into many different aspects of our daily lives, including health care. This presentation explores the ways in which AI is being integrated into the health care industry, and how it is actually being used in practice, primarily on the provider side, but with some attention towards AI usage on the payor side as well. The presentation examines the potential legal risks that may arise from using AI in the health care space, such as false claims act liability and overpayments, fraud and abuse liability, and potential harm to patients and the associated legal repercussions. Finally, the presentation will address potential legal strategies to mitigate these risks, including suggested license agreement language, and fraud and abuse compliance efforts. 

(G) 340B Drug Discount Program: Recent Developments and Hot Topics

Leah D’Aurora Richardson, Esq.

This CLE will discuss recent developments in the 340B Program, including federal and state litigation, recent regulatory and positional changes by HRSA and other various pressures on 340B Program from government, drug manufacturers, and payors, and identify changes to 340B Program operations and practice in relation to the those changes and pressures, including approaches to key program definitions such as patient definition and eligible location and contract pharmacy replenishment models, and potential strategies to protect, sustain and grown their 340B Programs in the face of mounting pressure and uncertainty.

2:00 – 3:00 pm

(H) Primer and Update on DOJ’s Treatment of Healthcare Companies

Tamara J. Haken, Esq., Gerard Michael Karam, Esq., & Ryan O’Neill, Esq.

As announced in DOJ’s May 2025 “White Collar Enforcement Plan” criminally prosecuting Healthcare Fraud clearly remains a priority of the Trump administration. On the civil side, vigorous enforcement of False Claims Act cases against healthcare companies continues. This session will provide a primer on DOJ’s revised corporate enforcement program and its impact on the healthcare companies and individuals within a healthcare company. The session also will discuss DOJ’s expanded whistleblower program and added incentives for corporate self-disclosure.

(I) Beyond the Deal: Integrating Cultures Pre- and Post-Closing in Healthcare Transactions

David DeSimone, Mark Iorio, & John Washlick, Esq.

This session will explore the often-overlooked but mission-critical element of successful healthcare transactions: cultural integration. While legal, financial, and operational issues tend to dominate negotiations, failure to address culture early, between signing and closing, can undermine the transaction’s long-term success. Drawing on the panelists’ combined experience in legal strategy, regulatory compliance, and organizational transformation, this session will provide actionable insights for attorneys, executives, and investors navigating healthcare mergers and acquisitions (M&A).

  1. Understand why cultural alignment is as critical as financial and regulatory due diligence in healthcare deals.
  2. Identify cultural red flags during pre-closing that can impact post-closing performance.
  3. Explore strategies to align physicians, leadership teams, and staff with new ownership or joint venture structures.
  4. Learn practical frameworks for managing integration risk to protect enterprise value.
  5. Apply real-world case studies to assess both successful and failed cultural integrations.
  6. Case Studies of successes and failures.

(J) Preparing for Difficult Employment Situations Healthcare Employers Might Face

Andrea M. Kirshenbaum, Esq. & Mandy C. Rosenblum, Esq.

Healthcare employers face significant employment law challenges on a day-to-day basis. Using hypotheticals based on recent legal developments, we will explore how to address the real-world situations employers have faced in the healthcare context.

3:15 – 4:15 pm

(K) Celestial Navigation on a Cloudy Night: Providers at Sea in Volatile Markets

David R. Morlock

Dave Morlock of Cain Brothers, a leading national healthcare investment banker and former health system CEO, discusses the current state of affairs for various segments of the healthcare provider landscape, the implications to stakeholders, and what the future may portend.

Special Thanks to Our Sponsors

Platinum Sponsor

Gold Sponsors

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Bronze Sponsor

Planning Team

Our sincerest thanks to the remarkable planning team that has worked many hours to develop and shape this year's Institute!

Charles J. Chulack, III, Esq.

Horty, Springer & Mattern, PC, Pittsburgh

Andrea M. Kahn-Kothmann, Esq.

Thomas Jefferson University | Jefferson Health

Daniel F. Shay, Esq.

Alice G. Gosfield & Associates, P.C., Philadelphia

NOT PICTURED:

Mark L. Mattioli, Esq.

Post & Schell, PC, Philadelphia

Ruth M. Siegel, Esq.

Hershey

Faculty

The willingness of our faculty to share experiences, practice tips and new ideas is a hallmark of the Health Law Institute. The faculty will guide you through the many tricky questions that arise in health law practice so that you can be confident about the advice you are giving your clients.

Ruth M. Siegel, Esq.

Ms. Siegel practices exclusively in the field of health law. Her practice includes representation of institutional and individual health care providers in business and regulatory matters. Ms. Siegel received a B.A. from the University of Pennsylvania, a J.D. from the University of Pittsburgh, and an M.P.H. from The Johns Hopkins University. Before entering private practice, Ms. Siegel served as Chief Counsel for the Pennsylvania Department of Health (1982-1985). A Past President of the Pennsylvania Bar Institute, she has served as course planner, lecturer, and author for many PBI health law courses. Ms. Siegel and Edward Shay were the originators and course planners for the first Health Law Institute held in 1995. The Health Law Institute has been held every year since 1995. 

Mark L. Mattioli, Esq.

Mr. Mattioli is a principal in Health Law Group of Post and Schell, PC, in the Philadelphia office. He concentrates his Health Law practice in the areas of antitrust, privacy, fraud and abuse, credentialing, HITECH/HIPAA and commercial litigation involving healthcare providers. His practice includes representation of, among others, clients in antitrust litigation, class action litigation, fraud, false claims act, breach of contract and negligence claims where he has dealt with the discovery of electronic evidence in a variety of different contexts. He has written on a wide variety of topics, including antitrust law, health law, the false claims act, and aviation law. 

Andrea M. Kahn-Kothmann, Esq.

As a member of the Thomas Jefferson University Enterprise Office of Legal Affairs, Andrea oversees legal services to the wide range of health care provider operations and ventures that comprise Jefferson Health, including counseling on all aspects of facility and clinician practice operations, as well as structuring and negotiating acquisitions, joint ventures, affiliations, and health care service arrangements. Across all matters, Andrea counsels on fraud and abuse, billing, reimbursement, facility licensure and certification, medical staff, information privacy, and industry relationships issues associated with Jefferson Health’s diverse patient care service relationships and programs. In addition, she furnishes general legal support for Thomas Jefferson University’s corporate, academic and health plan functions. As Deputy General Counsel, Andrea supports the administration and oversight of the Enterprise Office of Legal Affairs. Prior to coming to Jefferson in 2006, Andrea practiced for more than 14 years, including as a partner in the national health care practice of Reed Smith LLP, where she helped to establish the firm’s Philadelphia-based health care group. In private practice, Andrea represented acute care and specialty hospitals and other providers in regulatory and transactional matters. Among others, her clients included major academic medical centers and several of the nation’s largest for-profit hospital chains. Andrea received her law degree, cum laude, from Harvard University in 1992. While in law school, Andrea served as the Executive Director of the Harvard Legal Aid Bureau, the nation’s oldest, student-run legal services office. In 1989, she received her Bachelor of Arts with distinction from the University of Virginia, where she majored in history.

Gerard M. Karam, Esq.

Gerry is the Co-Chair of the White Collar Defense and Investigations Group. He has significant experience as a private and government litigator assisting individual and corporate clients in complex criminal and civil matters. A former U.S. Attorney for the Middle District of Pennsylvania, he brings a depth of knowledge and strategy to complex civil and criminal matters, internal corporate investigations, civil enforcement actions, regulatory matters and commercial litigation. He has successfully navigated a range of tax, health care, business fraud and compliance matters. Jerry regularly represents health care providers in the defense of qui tam and False Claims Act matters, drawing on his extensive experience on both the government and defense sides of health care fraud enforcement. As U.S. Attorney, Jerry led successful investigations and prosecutions of civil and criminal health care fraud, tax evasion, false claims act, bank fraud and wire fraud matters. He also led the defense of the United States of America in medical malpractice cases. Under his leadership, the Middle District launched its first ELitigation Unit, Civil Rights Unit and Appellate division. He was selected to serve on the Attorney General’s Advisory Subcommittees on White Collar Crime, Civil Rights and Controlled Substances. Prior to his appointment as U.S. attorney, Jerry was a prominent complex civil and criminal litigator in private practice where he successfully tried to verdict dozens of cases, including matters pertaining to civil rights, criminal law, commercial litigation and health care. He also served as General Counsel to the Housing Authority of Lackawanna County for 12 years and as the Chief Public Defender in Lackawanna County for 10 years.

John Washlick, Esq.

John R. Washlick focuses his practice on healthcare transactions and corporate compliance. His background as a CPA affords him a unique perspective on mergers and acquisitions and their tax implications. He is resident in both the firm’s Philadelphia and Princeton offices. His clients include hospitals, healthcare systems, physician practices, individual physicians, and entrepreneurs and investment-backed entities. John is a recognized authority on federal income tax issues involving tax-exempt organizations and the Anti-Kickback Statute and the Stark Law. His guidance is often sought as his clients assess various arrangements with physicians, such as clinical joint ventures, co-management arrangements, integrated delivery systems, business joint ventures, physician recruitment, practice acquisitions, employment arrangements, hospital/physician integration planning and exclusive provider agreements. He also advises healthcare industry clients, including entrepreneurs and investment-backed entities on general corporate law and regulatory healthcare-related issues, such as the corporate practice of medicine and fee splitting laws. John partners with clients to arrive at strategic, yet practical, solutions to often cutting-edge issues and high-profile matters. John has experience in structuring, negotiating and documenting a variety of complex business transactions, including mergers and acquisitions, joint operating agreements, joint ventures, clinical co-management agreements, academic and clinical affiliations, and contractual relationships among providers and with third-party payors. He advises clients in the formation or acquisition of new entities, the restructuring of existing entities and the creation of alliances or other integration initiatives. John assists clients in responding to industry changes resulting from the Affordable Care Act, including the development of integrated provider networks, such as Clinically Integrated Networks (CINs), Accountable Care Organizations (ACOs) participating in the Medicare Shared Savings Program and NCQA patient-centered medical homes. He also assists clients with developing and implementing corporate compliance plans, HIPAA programs and governance restructuring and planning. John speaks nationally and writes frequently on contemporary healthcare topics. John is recognized among the leading healthcare lawyers in Pennsylvania by international legal research publisher Chambers USA, an honor based on an intensive research process incorporating client feedback. Chambers described John as “well regarded for his transactional expertise in relation to the health care industry” and noted “his tax knowledge on tax-exempt organizations and federal income tax issues.” Chambers also noted that John is highly praised for his “very analytical and business-minded” approach to healthcare matters and citing sources who praised his “ability to think outside the box in solving healthcare legal problems,” while also gaining client praise for his “great dedication to client service.” In 2022, John was recognized in Philadelphia Business Journal’s Best of the Bar. John has been listed in The Best Lawyers in America® since 2007 in the healthcare law area. He has also been recognized by Pennsylvania Super Lawyers® and has garnered an AV® Preeminent distinction, the highest available mark for professional excellence from Martindale-Hubbell’s® Peer Review Ratings. John is a former adjunct professor of law at both the Widener University School of Law and the Villanova University School of Law, where he taught federal income tax and healthcare-related courses for over 15 years. John speaks and writes on transaction, governance, regulatory and compliance matters, and he has been published in many healthcare and tax-related publications, such as Health Connections, Health Law Digest, the Pennsylvania Bar Association Quarterly and the New Jersey Law Journal. He is the author of Bloomberg Tax’s Management Portfolio’s “Nonprofit Healthcare Organizations: Federal Income Tax Issues” (3rd Edition) and “Joint Ventures Involving Tax-Exempt Organizations.” He also co- authored a chapter, Fighting the “Urge to Merge”: Using Strategic Due Diligence and Negotiation Strategies to Prevent Failed Healthcare Transaction of the sixteenth edition of The Health Law Handbook. The book, published by Thomson Reuters on December 6, 2024, provides insights and knowledge from 19 national health law professionals on important and cutting-edge issues in health law. Prior to joining Buchanan, John was a shareholder in healthcare at two firms, where he led the commercial healthcare practice. Prior to and during law school, John worked as a certified public accountant (CPA), including for two Big Four accounting firms, and as a corporate controller for a publicly traded company.

Leah D’Aurora Richardson, Esq.

Leah D’Aurora Richardson focuses her practice on health law, representing academic medical centers, health systems, hospitals, hospices, and a range of ancillary service providers, including pharmacies, durable medical equipment suppliers, wound care providers, infusion providers, clinical laboratories, IDTFs, specialized management services organizations, and other health care entities in transactional and regulatory matters. Leah advises health care clients on complex regulatory, compliance, and transactional matters related to new business initiatives and existing service lines. Her experience includes compliance with fraud and abuse laws, anti-kickback statutes and physician self-referral laws, HIPAA and state privacy, security, breach notification rules, state licensure rules, government and commercial reimbursement issues, enterprise-wide health care and supply chain contract negotiations, and regulatory diligence. Leah has extensive experience advising hospital and health system-owned, independent retail, specialty pharmacies, and infusion providers on regulatory, reimbursement, operational, compliance, and risk management issues. She counsels on Robinson-Patman requirements, federal DEA and state-controlled substances laws, state licensure requirements, limited distribution drug access, manufacturer purchasing arrangements, fraud and abuse compliance, HIPAA compliance for data sharing arrangements, payor/PBM negotiations, wholesaler contracts and disputes, and acquisitions/changes of ownership. Leah is a nationally recognized professional in the 340B Program, serving as primary counsel for dozens of 340B covered entities. She provides comprehensive guidance on 340B Program compliance, including contract pharmacy arrangements, HRSA audits, manufacturer inquiries, Medicaid billing audits, federal grant compliance, government and private billing compliance related to 340B drug claims, and program strategy and public policy. Prior to attending law school, Leah was a medicinal chemist for nearly 10 years at GlaxoSmithKline and Albany Molecular Research.

Laurie Shannon, Esq.

Laurie Shannon, Esq. is an experienced civil litigation attorney specializing in medical malpractice defense and complex healthcare-related claims. For two decades she has represented individual healthcare providers, hospitals and health networks in high-stakes cases throughout Pennsylvania. Laurie is known for her meticulous case analysis, strategic deposition preparation, and effective courtroom advocacy. She regularly handles matters involving all medical specialties including radiology, surgery, obstetrics, and hospital liability, as well as assists practitioners with board and licensing matters. Her practice emphasizes a tailored approach to the unique facts of each case as well as proactive risk management to achieve favorable outcomes. Laurie has presented to healthcare audiences on topics related to risk avoidance and litigation strategies. A native Philadelphian, Laurie earned her Juris Doctor from the James Beasley School of Law of Temple University and her Bachelor’s degree from the University of Michigan. She is admitted to practice in Pennsylvania, New Jersey, and several federal courts including the U.S. District Court for the Eastern District of Pennsylvania and the U.S. Supreme Court.

Kimberly G. Krupka, Esq.

Kimberly Krupka serves as an SVP with Lehigh Valley Hospital/Jefferson Health as Senior Counsel – Litigation. Kimberly brings extensive expertise in medical malpractice, professional liability, and healthcare law, having defended physicians and health care organizations as a trial attorney for more than two decades in private practice before transitioning to her in-house role guiding organizations through complex claims and litigation. She holds a Juris Doctor from Dickinson School of Law and is a Certified Professional in Healthcare Risk Management (CPHRM). Currently, Kimberly oversees enterprise-wide strategies for mitigating risk, negotiating commercial insurance, managing claims, and navigating complex litigation matters. She is able to leverage her extensive experience as a medical malpractice defense attorney in high-stakes claims and litigation allows to reduce exposure and improve outcomes. In addition to her operational leadership, Kimberly is passionate about education and advocacy. She frequently speaks on topics such as medical malpractice trends, risk mitigation strategies, and best practices for claims management, helping healthcare professionals understand the evolving legal landscape and its impact on patient care.

Evan Sampson, Esq.

Evan Sampson is Counsel with Post & Schell, P.C. in the firm’s Health Care Practice Group, where he advises medical practices and healthcare organizations on a broad range of regulatory, transactional, and litigation matters. Mr. Sampson brings over a decade of experience in both in-house and outside counsel roles, counseling clients on complex regulatory frameworks, including the Stark Law, the Anti-Kickback Statute, the False Claims Act, corporate practice of medicine rules, HIPAA privacy issues, Medicare and Medicaid compliance issues, overpayment resolutions, and voluntary self-disclosures under OIG and CMS protocols. In the transactional space, Mr. Sampson has provided diligence and structured agreements for mergers, acquisitions, private equity investments, and management service arrangements. Mr. Sampson’s experience includes serving as the General Counsel to the largest dental support organization in New Jersey and a Senior Privacy/Compliance Officer for the largest municipal hospital system in the country.Mr. Sampson currently serves on the Board of Directors and as a Member of the Regulatory Committee of the Health Law Section of the New Jersey State Bar Association.

Ryan O’Neill, Esq.

Ryan is the Co-Chair of the White Collar Defense and Investigations Group. She assists clients with white collar criminal defense, corporate and government investigations, state administrative proceedings and complex civil litigation. A former Assistant U.S. Attorney for the District of New Jersey’s Criminal Division, she has a wide range of experience with a complex criminal prosecutions and civil enforcement actions, including large-scale health care fraud schemes, corporate misconduct, qui tam whistleblower actions and tax, civil and regulatory offenses. In private practice, Ryan regularly represents health care providers in the defense of qui tam and False Claims Act matters, leveraging her prior experience in DOJ healthcare fraud enforcement. During her time with the U.S. Attorney’s Office, Ryan served in its Healthcare Fraud Unit, Opioids Abuse Prevention & Enforcement Unit and Public Protection Unit. She secured high-profile convictions of tax fraud, money laundering, insurance fraud, witness tampering and immigration visa fraud, as well as multiple
convictions and more than $100 million in criminal proceeds from a national health care fraud scheme that emerged as one of the largest industry conspiracies ever investigated by the U.S. Department of Justice. Ryan’s white collar defense experience also includes a broad range of civil and criminal cases, including state and federal grand jury investigations, state professional and licensing board inquiries, multi-district products litigation and state consumer class actions, among other matters.

Tamara Haken, Esq.

Tamara J. Haken is an Assistant United States Attorney in the Middle District of Pennsylvania and coordinates the Affirmative Civil Enforcement Unit at the US Attorney’s Office. Prior to her joining the US Attorney’s Office in 2018, Tamara worked as Assistant Enforcement Counsel for the Pennsylvania Gaming Control Board, Legal Advisor to an international nonprofit healthcare provider and was an Adjunct Professor teaching Business Law at Harrisburg Area Community College. Tamara received her law degree from the Dickinson School of Law and she also has a Master’s Degree in International Affairs from Penn State University.

David Morlock

David Morlock leads Cain Brothers’ national health systems practice, focusing on hospital, physician group, health plan, and private equity transactions. Mr. Morlock joined Cain Brothers in 2016 with nearly three decades of experience as a health system executive, including CEO and CFO roles. His advisory and transaction experience includes strategy development, mergers and acquisitions, affiliations, and joint ventures tailored to meet the needs of healthcare organizations’ specific circumstances. Recent notable engagements include CommonSpirit Health’s divestiture of hospitals to UPMC, Welsh Carson’s acquisition of Constitution Surgical Alliance, Emblem Health’s divestiture of ConnectiCare to Molina, not-for-profit Central Maine Healthcare’s change of control transaction, Steward’s divestiture of 17 community hospitals across seven states, Village MD’s acquisition of Starling Physicians, IU Health’s divestiture of its health plan to Elevance, USA Health’s acquisition of hospital assets from Ascension, numerous ASC and imaging center deals, and current mandates for change of control transactions for a variety of community hospitals and physician groups across the country. Mr. Morlock is a frequent author of articles, podcast contributor, and speaker on health care industry issues and insights on M&A and strategy. Mr. Morlock earned degrees from Slippery Rock University of PA and Eastern Michigan University. He has served on numerous corporate and philanthropic boards in his career, and is currently on the board of Arbor Research, a national healthcare research collaborative headquartered in Ann Arbor, Michigan.

Mark Iorio

Mark Iorio is a brand and culture executive who understands business challenges, leading to insightful problem-solving solutions. Mark can assess an opportunity and use a high EQ to understand what motivates teams and individuals. An executive with a proven record of generating new business across various industries, including software, educational institutions, financial services, healthcare, pharmaceutical, and marketing firms. BCAT Partners and The Mega Group focus on aligning an organization’s people and their purpose. The Brand and Culture Alignment Toolkit (BCAT) was designed to align teams around their collective purpose and inspire each member to become the best version of themselves in support of the people and communities they serve. This science-based solution comprises instruments that measure and map an organization’s collective perception of its north star (role target), along with practical behavioral methods that help each member embrace and align with it.

David DeSimone, Esq.

David A. De Simone, Esq., is a corporate healthcare attorney and strategic growth/
business development consultant rooted in servant leadership. With a focus on strategy,
transactions, compliance, licensure, governance, risk management, insurance and unique
affiliation models, De Simone represents physicians, senior living companies, long term
care facilities, home health and hospice agencies, hospitals, and surgery centers. His
experience includes serving as Chief Administrative Officer/General Counsel for St.
Joseph’s Health, Chief Counsel and Strategic Growth Officer to Ohio Living, General
Counsel to AtlantiCare Health System, and SVP, Chief Legal Officer responsible for
Organizational Transformation at CentraState Healthcare System. He developed one of
the first ACOs in New Jersey, created a 900 physician network with a joint venture MSO
and secured an emergency angioplasty license after helping to rewrite the cardiac
regulations. He received leadership awards for customer service and innovation, was
named a finalist for the Healthcare Counsel of the Year Award by NJBIZ twice and was
part of the AtlantiCare leadership team awarded the Malcom Baldrige Quality
Improvement Award by the Vice President of the United States. Through DESim
Solutions, David helps clients with unique joint ventures, transformational business
initiatives, strategy and compliance issues. In addition to his law license, he is a licensed
Property Casualty Insurance Producer and a Certified Professional in Healthcare Risk
Management. He received his law degree from Seton Hall University School of Law and
both his Masters in Healthcare Leadership and his undergraduate degree in
Organizational Behavior and Management from Brown University.

Daniel J. Hennessey, Esq.

Mr. Hennessey focuses his practice on health care and human service matters including tax, regulatory, corporate and transactional issues, and has represented health care systems, hospitals, human service providers, managed care organizations, accountable care organizations, clinically integrated provider networks, group purchasing organizations, post-acute care providers, medical laboratories, physician practices, pharmacies, and other health care and human service providers. He advises clients on a variety of issues involving fraud and abuse laws, tax-exempt organization matters, state and federal licensure and regulation of health care entities, human service providers and managed care organizations/insurance companies, corporate transactions, mergers and acquisitions, joint ventures, health care contracting, group purchasing and physician compensation. Mr. Hennessey has presented and written on various health care, regulatory and tax issues affecting the health care organizations including, among others, health care reform initiatives and new payment models, fraud and abuse matters, accountable care organizations, federal tax reform and tax exemption requirements for Section 501(c)(3) hospital facilities under Section 501(r) of the Internal Revenue Code.

Daniel F. Shay, Esq.

Mr. Shay is an attorney with Alice G. Gosfield and Associates, P.C. His practice is restricted to health law and health care regulation focusing primarily on physician representation, fraud and abuse compliance, Medicare Part B reimbursement, and HIPAA compliance in the physician context. He also has a keen interest in intellectual property issues, including copyright, trademark, data control, and confidentiality. Applying this interest to the firm’s practice focus, he is especially involved in issues of provider ownership and control of their data, software license agreements, and the developing world of sharing and interface of healthcare data systems and the data within them. Mr. Shay received his Bachelor of Science degree cum laude in 2000 from Vanderbilt University and his juris doctorate degree from Emory University School of Law in 2003. Mr. Shay is a member of the Pennsylvania Bar and the American Health Law Association. 

Ian Donaldson, Esq.

Ian Donaldson is a partner with the law firm of Horty, Springer & Mattern, P.C. in Pittsburgh, Pennsylvania. He devotes his practice entirely to health care law, working extensively with hospital and physician leaders on various medical staff issues including credentialing and peer review matters. Ian is an Editor of the Health Law Express, a weekly e-newsletter on the latest health law developments. He previously served as a faculty member of the HortySpringer Seminars The Credentialing Clinic and The Complete Course for Medical Staff Leaders and is a current faculty member of The Peer Review Clinic. He has also served on the faculty of ACOG’s (The American Congress of Obstetricians and Gynecologists) Quality and Safety for Leaders in Women’s Health Care postgraduate course. Ian earned his B.S. in Economics from Penn State University. He earned his J.D. and Certificate in Health Law from the University of Pittsburgh School of Law, where he served on the Pittsburgh Tax Review.

Charles J. Chulack, Esq.

Charles J. Chulack is a partner with the law firm of Horty, Springer & Mattern, P.C. in Pittsburgh, Pennsylvania, where his work is devoted exclusively to advising hospitals and physician leaders on a wide range of topics, including medical staff issues, medical staff bylaws and associated documents, compliance with federal and state law and regulations and accreditation standards, and employment matters. In addition, he represents hospitals in litigation on topics such as contractual disputes, physician hearing and appeal rights, and immunity under state and federal law. Mr. Chulack is currently a faculty member for the HortySpringer seminar The Peer Review Clinic and was previously a faculty member for Credentialing for Excellence. He frequently provides individualized on-site and virtual educational programs on credentialing, privileging, peer review, professionalism, practitioner health, investigations, and other medical staff topics for hospitals and medical staffs across the country. He has done numerous presentations for legal organizations including the American Health Law Association and the Pennsylvania Bar Institute. Mr. Chulack is an editor of the firm’s Health Law Express, a weekly e-newsletter on the latest health law developments. Mr. Chulack also served as an editor for the fourth and fifth editions of the American Health Law Association Peer Review Guidebook and the first edition of the American Health Law Association The Complete Medical Staff, Peer Review, and Hearing Guidebook. He has published articles in Bloomberg’s Health Law Reporter, Duquesne Law Review, and Allegheny County Bar Association’s Lawyer’s Journal. Mr. Chulack is a member of the Allegheny County Bar Association and the American Health Law Association and is admitted to practice in front of the Pennsylvania Supreme Court and the United States District Court for the Western District of Pennsylvania.

Charles I. Artz, Esq.

Mr. Artz is the managing partner of Artz McCarrie Health Law. He concentrates his practice on health law, representing physicians, physician organizations and other providers in fraud and abuse, Stark and Anti-kickback compliance, fraud and abuse, Stark and Anti-kickback defense, false claims act defense litigation, government and commercial third party payer post-payment and Medicare contractor audit defense, State Board of Medicine licensure matters, medical staff privileges litigation, HIPAA privacy and security compliance, and medical practice related business transactions and employment issues and litigation, including retaliation claims. He has drafted and implemented compliance plans for numerous medical specialty practices, multi-specialty and multi-disciplinary practices, and physician practice management companies. He has negotiated and represented health care providers in carrier and government overpayment audit and refund cases, health care false claims and criminal fraud defense cases before federal and state authorities, defended OCR privacy investigations and has analyzed and structured institutional and individual provider arrangements to establish compliance with state and federal anti-referral and anti-fraud and abuse statutes and regulations. He has briefed or argued over 30 cases in Pennsylvania’s state and federal appellate courts, including a successful argument before the Pennsylvania Supreme Court. He serves as general counsel to the Pennsylvania Academy of Family Physicians, General Counsel to the Pennsylvania Society of Anesthesiologists, Health Law Counsel to the Pennsylvania Orthopedic Society and represents scores of medical practices throughout Pennsylvania and multiple other jurisdictions. He writes bi-monthly articles on health law and policy issues in Keystone Physician, PAFP’s bi-monthly publication. He has made numerous presentations to physicians on various compliance, fraud and abuse, HIPAA privacy, reimbursement and managed care topics. Mr. Artz received a Bachelor of Science degree, cum laude, from Elizabethtown College, and a J.D. degree from The Dickinson School of Law. He is admitted to practice law before the U.S. Supreme Court, Pennsylvania Supreme Court, all Pennsylvania civil and appellate courts, the U.S. District Court for the Middle District of Pennsylvania, and the U.S. District Court for the Eastern District of Pennsylvania.

R. Christopher Raphaely, Esq.

Chris provides sophisticated transactional and regulatory counsel to an array of health care providers and investors in the health care industry. Prior to joining the firm in 2014, Chris served as deputy general counsel to Jefferson Health System and general counsel to the system’s accountable care organization and captive professional liability insurance companies. Chris has worked in the health care industry for nearly three decades. His practice focuses on mergers, acquisition, and divestitures transactions for health care clients and the comprehensive regulatory schemes requisite to doing business in the health care space. Chris routinely handles matters involving payer negotiations, payment disputes and contract enforcement, accountable care organizations, management services organization, clinically integrated networks, value based payment arrangements, pharmacy benefit management and third party administrator contracts for self-insured employers, digital health, organizational and governance structures, HIPAA, information privacy and security, tax exemption, Stark Law, fraud and abuse matters, clinical integration, medical staff relations, facility and professional licensing, Pennsylvania’s Medical Marijuana Act, and general compliance. At Jefferson Health System, Chris served as a legal advisor to the system’s board of trustees and executive team and played key roles in Jefferson Health System’s largest and most complex transactions. During his tenure, Chris helped lead the system’s restructuring efforts in 2010 and the separation of its members in 2014, which resulted in the creation of three autonomous and agile health systems. As a result of his extensive in-house experience, Chris has a deeply ingrained understanding of health care clients’ governance structures, day-to-day operations, goals, and expectations. Prior to joining Jefferson Health System, Chris spent 16 years in private practice representing health care clients in a wide range of transactional and regulatory matters, the last seven as a partner of an Am Law 100 law firm’s health law practice group. Previously, he served as an adjunct professor at Drexel University Thomas R. Kline School of Law and Widener University School of Law, where he taught health care finance. He serves as chairman of the board of The Rock School for Dance Education. He earned his J.D. from Temple University Beasley School of Law and his B.A. in economics from the University of Pennsylvania.

F. Lisa Murtha, Esq., CHC, CHRC

F. Lisa Murtha, JD, CHC, CHRC served as the Vice President, US Compliance and Ethics Officer for Walgreens and Walgreens Health. Ms. Murtha graduated from Dickinson School of Law, JD, 1986; The Pennsylvania State University, BA, 1983 (with Distinction) and is certified in Healthcare Compliance and Healthcare Research Compliance. She is a member of the Bars in the Commonwealth of Pennsylvania, the District of Columbia Bar and the Bar of New York state.
Ms. Murtha previously served as a Partner in Moses & Singer LLP, in New York City working in the Health Care and Privacy Practice. Prior to that, she was a Senior Managing Director and the Clinical Research and Compliance practice leader for Ankura Consulting, FTI Consulting, and Huron Consulting Group. She led the research practice for Dentons US, LLP as a partner and served as a partner of the Health Care practice for Moses & Singer, LLP. Moreover, she previously served as the Vice President of Audit, Compliance and was the Chief Privacy Officer for The Children’s Hospital of Philadelphia (CHOP), the Stokes Research Institute, and The Children’s Hospital of Philadelphia Practice Association. Ms. Murtha worked as the Chief Compliance Officer for the University of Pennsylvania and University of Pennsylvania Health System, and prior to that as the Corporate Compliance Officer for Pennsylvania Blue Shield (focusing primarily on Medicare Carrier Contract Compliance). Ms. Murtha is a founding Board Member of the Health Care Compliance Association and the Society of Corporate Compliance and Ethics. Ms. Murtha is also a former Board member of the International Association of Privacy Officers.

Andrea Kirshenbaum, Esq.

Andrea M. Kirshenbaum’s practice focuses on providing counsel on compliance with wage and hour laws and defending employers in federal and state courts against litigation under the Fair Labor Standards Act (FLSA) and state laws relating to wages, pay practices and worker classifications. She regularly represents employers in complex class and collective actions involving a variety of employment-related disputes. Andrea has experience working with clients in a range of industries, including construction, commercial real estate, energy, financial services, health care and pharmaceuticals, hospitality, manufacturing, retail, and technology. In addition to wage and hour matters, Andrea counsels and represents employers in a wide range of matters that arise in the employer-employee relationship involving discrimination and harassment claims, including religious discrimination cases related to COVID-19 and influenza vaccinations, leave and disability accommodation, and trade secrets and restrictive covenants. Andrea also represents employers in complex class and collective actions, government investigations, and audits of employment policies and practices, and labor relations matters. A prolific author and speaker, Andrea regularly writes and presents on legal and regulatory developments impacting the workplace. She serves as the wage and hour columnist for The Legal Intelligencer. In 2022, she was appointed to the Civil Rules Advisory Committee of the U.S. District Court for the Eastern District of Pennsylvania. Prior to joining Littler, Andrea was a shareholder with a Philadelphia law firm, where she was chair of the Employment and Labor Practice Group. She previously served as a clerk to the Hon. Harvey Bartle III, Judge, U.S. District Court for the Eastern District of Pennsylvania, and the Hon. Morton I. Greenberg, Judge, U.S. Court of Appeals for the Third Circuit.

Mandy C. Rosenblum, Esq.

Mandy Rosenblum (she/her/hers) practices through her boutique law firm, Law Office of Mandy C. Rosenblum, LLC. Ms. Rosenblum partners with clients to offer proactive advice on employment law compliance aimed at avoiding litigation while maximizing employee satisfaction and productivity. She handles a full range of matters on behalf of employers, including those involving discipline and discharge, leaves of absence, employment discrimination and retaliation, worker classification, and wage and hour considerations. Mandy has developed knowledge of the laws and regulations governing health care and devotes much of her practice to representing clients in the health care industry. She uses her knowledge, experience and understanding of human behavior to assess complex situations and develop practical approaches to workplace disputes. Ms. Rosenblum received her Bachelor of Arts degree in public policy from Hamilton College, where she was inducted into Phi Beta Kappa. She studied industrial relations at the University of Stockholm, and earned her J.D. at The American University, Washington College of Law, where she was a founding member and editor of The American University Journal of Gender and the Law. She is a founder of Women Owned Law, an organization dedicated to supporting and advancing women entrepreneurs in the law. She serves as a Commissioner on the Lower Merion Township Human Relations Commission and is a pro bono volunteer for Philadelphia Volunteers for the Indigent Program and the Women’s Resource Center. She is also a volunteer foster parent for Brookline Labrador Retriever Rescue and enjoys cooking, hiking and scuba diving.


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