HBMA Executive Retreat Conference

June 9th-11th, 2026
Kingsmill Resort & Spa
Williamsburg, VA

This conference is limited to 64 seats.

Early Bird Pricing February 18th to March 27th
Members: $1295
*Second attendee from your company is $1095
Non Member: $1795

Regular Pricing March 28th to June 5th
Members: $1495
*Second attendee from your company is $1295
Non Member: $1995

There are no guest or onsite registration options available for this event.

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HBMA's Room Block is Available starting at $229 a Night.

Looking to sponsor at this event?

     

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June 8th - Pre Conference

1:00pm-7:00pm - Registration Open

3:00pm-5:00pm - Trivia Networking Event

Help HBMA raise $5,000 for a local Williamsburg charity by joining us for a bar trivia event that’s all about fun, friendly competition, and giving back. Team up with colleagues, make new connections, and tackle entertaining trivia questions covering everything from history and pop culture to cinema and beyond.

Great cause. Great company. Bragging rights included.

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June 9th - Day 1

7:30am-5:00pm - Registration Open

7:30am-8:30am - Breakfast

8:30am-9:00am - Welcome

9:00am-10:00am - Survive or Thrive? The Future of Small RCM Companies in a Changing World Presented by Kyle Tucker

This session will focus on the challenges faced by smaller RCM companies in a dynamic environment of Artifi cial Intelligence, competitive rates, and ever-changing government regulations. What can a small RCM company do to compete with the large companies? What can small companies do better than their bigger competitors? What are the different pathways to success? What are the biggest dangers lurking in this market?

Learning Objectives:
Course participants will be able to:

• Understand the RCM marketplace today and how this "isn't your father's" RCM anymore.
• Explore ways forward with either competitive differentiation or unique services?
• Understand the urgency to reevaluate your company, your market, your service offerings in light of the new competitive landscape.

10:00am-10:45am Exhibit Hall 

10:45am-11:45am - Pending Title Presented by Michael Johnson

Pending Description

11:45am-12:45pm - Leverage AI to Automate Your Digital Marketing Presented by Matt Cardoni

Medical billing and professional services firms will learn how to leverage AI to plan, create, launch, and optimize their digital marketing campaigns. Live examples will be provided to show attendees how to:

• Generate & publish quality content consistently
• Analyze data for actionable insights
• Apply optimizations to marketing campaigns
• Measure and refine performance

Channels reviewed will include SEO (organic), SEM (paid search), and paid social media ads to teach learners how to enhance their digital visibility. Whether you use an agency, do your marketing in-house, or don't do any marketing at all, this session will help you identify tangible opportunities, tools, and processes to streamline your marketing workflow and amplify your digital visibility.

Learning Objectives:
Course participants will be able to:

• Leverage AI-powered tools and processes to develop content, analyze & optimize marketing campaign data, and apply insights to increase qualified website leads by 25% within 90 days.
• Learn how to analyze their web analytics, social media, and customer relationship management systems' data to inform and automate their marketing campaigns and social media activities, enabling the reduction of customer acquisition costs by at least 30% YoY.
• Create and manage marketing reports to amplify your company's marketing ROI and help evolve your marketing strategies.

12:45pm-1:45pm - Lunch

1:45pm-6:00pm - Working Activity Moderated by Vinod Sankaran

Step into one of the most dynamic and collaborative sessions of the conference — where networking meets real-world problem solving.

In this high-energy, roundtable experience, you’ll connect with 20+ fellow RCM leaders to tackle the real-life challenges revenue cycle companies face every day. This isn’t passive listening — it’s hands-on strategy.

You’ll rotate through four timely industry scenarios, each designed around common (and often complex) obstacles in today’s revenue cycle landscape. With one hour at each table, your group will collaborate to develop practical, innovative, and scalable solutions that any RCM company could implement.

And here’s where it gets even better:

• After each scenario, you’ll switch tables — expanding your network and gaining fresh perspectives from different RCM executives throughout the session.
• Every conversation builds on the last, creating momentum and powerful cross-industry insight.
• On June 11th, each group’s solutions will be presented, and table moderators will award a prize to the participant who demonstrated outstanding engagement and contribution.

You’ll walk away with:

1. Actionable strategies you can bring back to your organization
2. New executive-level connections
3. Fresh ideas sparked by diverse perspectives
4. A little friendly competition (and maybe a prize!)

If you’re looking for meaningful networking, collaborative problem-solving, and real solutions — this is the session you don’t want to miss.

6:00pm-7:00pm - Reception

7:00pm-8:30pm - Dinner

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June 10th - Day 2

7:30am-5:00pm - Registration Open

7:30am-8:30am - Breakfast

8:30am-9:30am - Strong Teams, Stronger Bottom Line: The Hidden Power of Forging Teams Presented by Johnny Torgeson

Business is a team sport; yet, we lack teams at every level of our organizations. This has led to widespread apathy, ineffective staff, and retention issues. Assuming you have a team is a fatal mistake and leads to inept business output. Forging Your Team will change the trajectory of your leadership ability. Realize your potential as a leader and join award winning, business owner, veteran, and Forging Your Team author, Chief Officer, Dr. JT. Join him for a novel approach to leading in business. You will learn how to lead differently, build teams at every level of your organization, implement real-world strategies for an organizational culture revolution, and gain a sustainable competitive advantage. Win by building leaders who build powerful teams.

Learning Objectives:
Course participants will be able to:

• Identify the stages and phases of forging a team.
• Implement a revolutionary team-building process.
• Produce optimized teams that are resilient and win.

9:30am-10:30am - Winning with Data: How Leaders Build Trust, Power Their Operations, and Outperform the Market Presented by Sumit Mahendru

Most RCM companies have data. The leaders who win know how to turn it into trust, velocity, and strategic advantage. This session focuses on the metrics that truly matter for performance and how executives can turn them into actionable insights internally and externally. We’ll explore how to access and organize data from the systems, tools RCM companies rely on or can rely on, and how to elevate that information into clear, compelling narratives their clients can trust. Attendees will leave with a practical,scalable framework for using data to power decisions, strengthen relationships, and drive measurable outcomes.

Learning Objectives:
Course participants will be able to:

• Determine where critical operational and client facing data lives across PM systems, EHRs,clearinghouses, and point solutions, and choose the most effective method to extract it.
• Identify the internal and external metrics that drive performance, predictability, cash acceleration, and client confidence.
• Translate raw data into executive level insights using spreadsheets, structured reporting, or modern dashboard platforms such as Tableau, Looker, or Sisense.
• Build scalable, adaptable reporting and analytics that reduce rework, evolve with the business, and support long term strategic execution.

10:30am-11:15am - Exhibit Hall

11:15am-12:15pm - How to Execute on Mergers & Acquisitions for Buyers and Sellers Presented by Zach Eisenberg

This session will be based on our extensive M&A experience, having completed over
numerous transactions involving all different types of RCM companies. Over the years, we've advised both buyers and sellers, which gives us a unique lens on what buyers are looking for, what drives value for sellers, and how sellers can best prepare for a transaction. Among other topics, this will include:

• What M&A trends we're seeing in today's market
• What drives value for sellers, and how to garner a premium valuation in the market
• What steps an owner can take to prepare the business for sale
• Q&A session

Learning Objectives:
Course participants will be able to:

• Understand what drives value in M&A
• Learn how buyers value RCM companies
• Identify different trends we are seeing in the M&A market
• Have steps they can take to prepare their business for a sale

12:15pm-1:15pm - Lunch

1:15pm-2:15pm - AI Law Defining Today and Shaping Tomorrow Presented by Landon Tooke

This session examines the rapidly evolving global landscape of artificial intelligence regulation. Attendees will receive a concise, actionable briefing on the latest regulatory developments across the globe, as well as U.S. state and federal efforts, including thoughtful speculative analysis on the potential impact of emerging federal initiatives that may lead to future legislation. By comparing differing regulatory philosophies, highlighting major compliance challenges, and spotlighting key trends, this session empowers decision-makers and counsel to anticipate risk, audit their current practices, and prepare for what’s next in AI compliance.

Learning Objectives:
Course participants will be able to:

• Identify and assess global and U.S. regulatory trends in AI for healthcare revenue cycle operations, including the impact of differing international and domestic approaches on compliance and strategy.
• Evaluate AI compliance challenges, including privacy, security, transparency, and vendor risk, to inform assessments of current technology and operational practices.
• Analyze changes in U.S. federal AI regulation through proposed legislative frameworks and initiatives, with a focus on their effects on in-house technology builds and vendor partnerships.
• Use insights to select or develop AI solutions that align with regulatory requirements and business objectives.

2:15pm-3:00pm - Exhibit Hall

3:00pm-4:00pm - Threats of Unknown Origin: How to be Crisis Ready for Whatever Lands on Your Doorstep Presented by Stephanie Craig

Organizations are vulnerable to a host of crises: cyberattacks, fraud, ransomware, a compromised vendor or supplier, or even an insider threat. Financial losses are the most predicted impacts, but cyber-crimes can also lead to business disruption, lost business,employee turnover, regulatory impact, and negative impact on brand and customer loyalty.Technology can be a big part of the solution, but it cannot replace a strong resiliency plan and critical thinking skills in the event of an attack. Stress testing your plan and practicing responses in a pressured situation will improve outcomes. In spades.

Learning Objectives:
Course participants will be able to:

• Formulate initial action plans for hypothetical crisis scenarios
• Receive real-time feedback
• Hear best practices on preparing for, responding to, and recovering from crises most likely to strike their business

4:00pm-5:00pm - Effective Feedback Presented by Tyler Enslin

Creating a culture that embraces frequent candid feedback is essential to the growth of both individuals and organizations. Without it, productivity falls, communication becomes ineffective, and ultimately employee engagement and retention suff er. Although these facts are well known, many still avoid feedback because it can by nature be uncomfortable or even feel personal at times. In this highly interactive training participants will be equipped with specific skills to deliver even challenging feedback in a way that is both effective and empathetic. Also attendees of this program will learn specific techniques to receive feedback in a way that allows them to manage their internal and external responses, and as a result gain value from each exchange. While this topic is of particular interest to those in leadership roles, the concepts discussed in this training are essential for employees of all levels to implement.

Learning Objectives:
Course participants will be able to:

• Understand the 3 most common barriers that hinder feedback or make it ineffective
• Contribute to a culture where feedback happens naturally by applying 2 core principles
• Learn techniques to deliver virtually any feedback effectively
• Identify opportunities to share positive feedback with greater frequency and meaning
• Develop individual action steps to implement skills into working relationships

5:00pm-6:30pm - Closing Reception

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June 11th - Day 3

7:30am-8:30am - Breakfast

8:30am-12:00pm - Closing Activity Moderated by Vinod Sankaran

Ready for the big reveal?

Join us for the grand finale of the conference as we unveil the innovative solutions developed during our interactive working session! Each table moderator will take the stage to present the creative, strategic answers their group crafted in response to four real-world industry challenges.

This is where collaboration turns into actionable insight.

You’ll hear:

• Fresh, practical solutions to common RCM challenges
• Bold ideas sparked by executive-level collaboration
• Strategies you can take back and implement immediately

And because great participation deserves recognition, moderators will award prizes to the most engaged and impactful contributors from each table.

High energy. Big ideas. A little friendly competition.

It’s the closing session that brings everything together — and it’s definitely one you won’t want to miss.

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Disclosures:

Health & Safety 
HBMA is committed to your health and safety. COVID-19 protocols will be implemented and followed based on federal and state requirements. If any attendee is exhibiting symptoms, they will be asked to leave the conference area. 

Photography
During the HBMA Annual Conference, HBMA and/or its designated representatives may take photographs or video recordings of conference attendees, and HBMA may use these materials for its editorial or marketing purposes. Conference attendees acknowledge that their image, likeness or voice may appear in these materials. By attending the HBMA Annual Conference, attendees’ consent to HBMA’s use of their image, likeness or voice for HBMA’s editorial or marketing purposes in connection with any materials in which attendees appear. 

Terms of Payment & Cancelation
Mailed registrations must be accompanied by check made payable to HBMA in the full registration amount. HBMA will provide for a full refund of registration fees, less an administrative processing fee of $150, for any cancelations received in writing more than thirty (30) days prior to the event. No refund for cancelation will be made for requests after this time.

Changes in Registration
Registrations that require changes, such as attendee substitutions, will incur a $50 fee per change. Please contact the national office at info@hbma.org for any updates to registration.

Terms are subject to change at any time without notice.