This program is eligible for 6 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 7.2 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
Use this page to register for Day One of the 2026 Health Law Institute.
Use this link to register for Day Two ONLY.
PBI’s Health Law Institute is returning to Philadelphia! Check out the new location at 30 South 17 Street!
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!
Faculty
Adam J. Appleberry
Mr. Appleberry is an attorney in Tucker Arensberg’s Business and Finance Group and is a member of the firm’s Mergers & Acquisitions and Healthcare practice groups. His practice focuses on the representation of corporate and medical clients in a wide variety of legal matters. Prior to joining Tucker Arensberg, Mr. Appleberry held a myriad of in-house positions in various industries ranging from logistics to manufacturing to healthcare information technology. Having worked as a business executive prior to entering private practice, he has a unique insight into the challenges that impact the overall operation of a business. Mr. Appleberry applies his experience combined with his advanced business education to provide practical, business-oriented legal advice. In his transactional practice, Mr. Appleberry drafts and negotiates contracts, represents clients in M&A transactions, and advises on general legal matters. He focuses on representing physicians, physical therapists, dentists, nurse practitioners, and physician assistants in his healthcare practice. Mr. Appleberry received his law degree from the University of Missouri, School of Law. He also has a Master of Business Administration from the University of Missouri’s Trulaske College of Business. As a graduate of the United States Military Academy at West Point, Mr. Appleberry spent the first five years of his career as a U.S. Army officer and is an Iraq war veteran. As a result, he has a passion for helping veteran-owned businesses. Mr. Appleberry is licensed to practice in Pennsylvania and Missouri.
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, Ms. Kahn-Kothmann provides legal representation for the wide range of health care provider operations and ventures that comprise Jefferson Health, including structuring and negotiating acquisitions, joint ventures, affiliations, and health care service arrangements. In addition, she furnishes general legal support for Thomas Jefferson University’s corporate, academic and health plan functions. Beyond her transactional work, Ms. Kahn-Kothmann advises on the integration and governance of Jefferson Health’s ambulatory, population health and provider network operations, and she helps Jefferson Health navigate its relationships with third-party payers, including the negotiation of managed care and value-based contracts and participation in government innovation programs. Across all matters, Ms. Kahn-Kothmann counsels on the fraud and abuse, reimbursement, facility licensure and certification, information privacy, and industry relationships issues associated with Jefferson Health’s diverse patient care service relationships and programs. As Deputy General Counsel, Ms. Kahn-Kothmann assists the Chief Legal Officer in the administration and oversight of the Enterprise Office of Legal Affairs. Among other projects, she has led the implementation of a new matter management, legal service request and e-billing system for the department and has coordinated the integration of Thomas Jefferson University’s contract review policies and databases. Prior to coming to Jefferson in 2006, Ms. Kahn-Kothmann 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, Ms. Kahn-Kothmann 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. Ms. Kahn-Kothmann received her law degree, cum laude, from Harvard University in 1992. While in law school, Ms. Kahn-Kothmann 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.
Jason Snyder
Jason Snyder is responsible for leading RCPA’s drug and alcohol treatment provider members in developing and executing effective strategies to influence policy, regulations, and legislation in ways that enhance the environment in which they operate. Prior to joining RCPA, Jason was director of strategic partnerships for Pinnacle Treatment Centers, a large addiction treatment provider with nearly 130 facilities across the country. He also worked for Pinnacle as regional director of operations, overseeing seven opioid treatment programs. Jason has significant experience working in state government as well. He served as special assistant to the secretary of the Pennsylvania Department of Human Services (DHS), where he oversaw implementation and operations of the Opioid Use Disorder Centers of Excellence. He also was communications director for the Pennsylvania Department of Drug and Alcohol Programs (DDAP). Jason has served on several nonprofit boards of directors, including RCPA and Gateway Rehab. A lifelong Pennsylvanian, Jason lost both of his siblings to drug overdose deaths and is in long-term recovery from the disease of addiction.
Henry M. Casale, Esq.
Henry M. Casale, B.S. University of Pittsburgh; J.D., University of Pittsburgh School of Law is a partner with the law firm of Horty, Springer & Mattern, P.C. in Pittsburgh, Pennsylvania and was a licensed pharmacist. He is a frequent editor of the Health Law Express, a weekly e-newsletter on health law developments and, with Hala Mouzaffar, presents The Kickback Chronicles on the firm’s Health Law Expressions podcast. He is an adjunct professor in the Carnegie Mellon University Master of Medical Management for Physicians Program, and has also served on the faculty of seminars sponsored by the firm, as well a meeting and seminar sponsored by numerous hospital, managed care, legal and physician organizations, including the Pennsylvania Bar Institute and the American Health Lawyers Association. Mr. Casale has been listed in The Best Lawyers in America and Pennsylvania Super Lawyers. He also co-authored, with Eric W. Springer, Hospitals and the Disruptive Health Care Practitioner: Is the Inability to Work With Others Enough to Warrant Exclusion?, 24 Duq. L.R.377 (1985). He has served as a member of the Board of Directors and a the President and Vice-President of the Society of Healthcare Attorney of Western Pennsylvania. He has also served as a member of the Health Law Section of the Allegheny County Bar Association.
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.
James G. Sheehan, Esq.
James Sheehan is the Chief of the New York Attorney General’s Charities Bureau, which James oversees compliance and regulation of the nation’s largest Charities sector. From 2018-2025, he has supervised an enforcement case against the National Rifle Association. After a six-week trial, the civil jury found violations by the NRA of statutory whistleblower protections for 8 NRA officers and board members. Prior to this role, he was the New York City Human Resources Administration’s first Chief Integrity Officer, overseeing audit, investigations, and whistleblower compliance, for the nation’s largest social services agency. From 2007 to 2011, he was New York’s first Medicaid Inspector General, overseeing the country’s first mandatory compliance program, including whistleblower protection requirements. Prior to his New York public service roles, Mr. Sheehan was an Assistant and Associate US Attorney in the Eastern District of Pennsylvania, where he developed a nationally recognized program working with whistleblowers under the False Claims Act. During his career at the US Attorney’s Office, he also supervised attorneys defending whistleblower retaliation claims. He is a nationally recognized speaker on compliance and governance policies, and programs, and conflicts-of-interest. He has spoken on medicine, research, and institutional governance for twenty years at academic medical center programs such as NYU, Penn, Cleveland Clinic, AAMC, Harvard, and state and national bar, pharmaceutical, and accounting programs. He has been an instructor and course planner at the Department of Justice Advocacy Institute, the National Association of Attorneys’ General Training Institute, and the Medicaid Integrity Institute. He is a graduate of Swarthmore College and Harvard Law School.
Alice G. Gosfield, Esq.
Ms. Gosfield practices law in Philadelphia through Alice G. Gosfield and Associates, P.C. (www.gosfield.com). Ms. Gosfield has devoted her practice to health law and health care regulation since 1973 and places a special emphasis on matters related to physician representation, non-institutional reimbursement, medical staff issues, clinical integration, fraud and abuse, managed care and utilization, new payment models and quality issues. A graduate of Barnard College and New York University Law School, she served as President of the National Health Lawyers Association (now the American Health Lawyers Association) from 1992-1993. She served as Chairman of the Board of the National Committee for Quality Assurance (NCQA), the managed care accrediting organization, was re-elected to serve five terms, from 1998 through 2002, and as a member of the Board for twelve years from 1992-2003. A founding Design Team member since 2004, she served as the first and only Chairman of the Board of PROMETHEUS Payment® Inc. From 2009-2013, she was the first Chairman of the Board of the Healthcare Incentives Improvement Institute, Inc. (HCI3), the not for profit which was the merger of Bridges to Excellence, Inc. and PROMETHEUS Payment Inc. She has served on four committees of the National Academy of Sciences Institute of Medicine studying issues in utilization management and clinical guidelines and has consulted to the federal Agency for Health Care Policy and Research, the Center for Medicare and Medicaid Innovation, the General Accounting Office, the Agency for Healthcare Research and Quality, the Congressional Budget Office, and the Robert Wood Johnson Foundation. The author of eleven monographs and more than 190 published articles, she also has lectured frequently on health law issues for groups including the American Medical Association, American Health Lawyers Association, American College of Cardiology, American Osteopathic Association, and many other national, state, and local groups. Her second book, Guide to Key Legal Issues in Managed Care Quality, was published in 1996 by Faulkner and Gray. She authors WestGroup’s Medicare and Medicaid Fraud and Abuse. She is on multiple periodical editorial boards and is the contributing editor for WestGroup’s annual Health Law Handbook which she launched in 1989. She has been listed in every issue of The Best Lawyers in America (Health Law) since the inception of the category. In 2007 and 2009, the last time the list was published, she was named by the Best of the Best as one of the top 25 health lawyers in the country and the only one primarily devoted to physician representations. She has been named to Marquis’ Who’s Who, Continental Who’s Who and the International Association of Who’s Who, all of which compete with each other. She has been recognized internationally for her health law expertise by the International Centre for Commercial Law in the United Kingdom as one of The Legal 500, a select group of 500 law firms in the United States recommended for their specific abilities in particular areas of law. In 2006, she was named a Fellow of the American Health Lawyers Association.
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.
Douglas M. Wolfberg, Esq.
Mr. Wolfberg is a founding partner of Page, Wolfberg & Wirth, LLC, a healthcare law and consulting firm with a practice focused on representing Emergency Medical Services agencies, healthcare systems and other entities providing emergency and mobile healthcare throughout the United States. His practice areas include health care compliance, regulatory issues and transactions. Prior to law school, Mr. Wolfberg served as an EMS clinician and EMS director at the county, statewide and Federal levels, including the U.S. Department of Health and Human Services. He is a 1987 graduate of Penn State University, and a 1996 magna cum laude graduate of Widener University Commonwealth Law School. He has taught Health Law for over 20 years as an adjunct professor at Commonwealth Law School, and also serves as Vice Chair of the Board of Trustees for Widener University in Chester, PA.
F. Lisa Murtha, Esq., CHC, CHRC
F. Lisa Murtha, Esq., CHC, CHRC is the Vice President, US Compliance Officer for Walgreens since December 2022 wherein she oversees compliance for Walgreens retail and specialty pharmacies and all of Walgreens Health including the clinical trials business. She was formerly a partner of Moses & Singer’s Health Care Group. Ms. Murtha has over 25 years of experience working on complex healthcare legal and compliance issues. She focuses her practice on healthcare privacy, HIPAA compliance issues, contract negotiations, and other healthcare legal risk areas including: Medicare and Medicaid billing and coding issues, FCPA and UK Bribery Act issues, internal investigations, and corporate governance/ethics. Ms. Murtha has been a Chief Compliance Officer and Senior Counsel for a large government contractor and has significant experience working with federal agencies on procurement issues, the Federal Acquisition Regulation, and related contracting matters. Ms. Murtha graduated from Dickinson School of Law, JD, 1986; The Pennsylvania State University, BA, 1983 and is certified in Healthcare Compliance and Healthcare Research Compliance. She is a member of the Bars in the Commonwealth of Pennsylvania and the District of Columbia Bar and she has applied for entrance to the Bar of New York state. Ms. Murtha previously served as 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 the international law firm of Dentons US, LLP as a partner. 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 Director for Pennsylvania Blue Shield (focusing primarily on Medicare Carrier Contract Compliance). Ms. Murtha is a former Board member of the International Association of Privacy Officers. Ms. Murtha is a founding and former Board Member of the Health Care Compliance Association and the Society of Corporate Compliance and Ethics. She has also served on the Board of the International Association of Privacy Professionals.
Gerard M. Karam, Esq.
Gerard M. Karam was a partner in the Scranton law firm of Mazzoni, Karam, Petorak and Valvano for 27 years, and served as the managing partner for 20 years. His practice focused on complex civil and criminal litigation. His experience includes corporate and individual representation on cases involving civil rights violations, corporate compliance laws, homicide, public corruption, tax evasion, drug offenses, fraud offenses, firearms offenses and personal injury claims. From 1990-1993, Mr. Karam was an Assistant Public Defender in the County of Lackawanna. In 1994, he was promoted to Chief Public Defender, a position he held for 10 years. From 2010-2022, Mr. Karam served as General Counsel to the Housing Authority of Lackawanna County, a Federal Housing and Urban Development (HUD) Agency. Mr. Karam is a former President of the Lackawanna Bar Association and was a long time Director on the Boards of the Boys and Girls Club of Northeastern Pennsylvania, the Children’s Advocacy Center of Northeastern Pennsylvania, and Drug and Alcohol Treatment Services of Northeastern Pennsylvania. He earned a Bachelor of Science from Saint Joseph’s University in 1984 and received his law degree in 1987 from Loyola University School of Law. He resides in Dickson City, Pennsylvania.

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