Appendix I
Speaker Biographies

Jill Berger is the Director of Benefit Plan Quality Management for Marriott International, a leading hospitality company with 140,000 employees nationwide. Ms. Berger is responsible for the strategy, design and administration of Marriott’s benefit plans—with a concentration in health plan quality improvement. Ms. Berger is an active member of the Leapfrog Group for Patient Safety, whose goal is to initiate breakthroughs in the safety and quality of healthcare. Ms. Berger is also on the Board of Directors for RxHealthValue, a coalition of purchasers, health plans and academic researchers whose goal is to develop approaches through research and legislative activities to the prescription drug challenge.

Prior to working for Marriott, Ms. Berger was with Kaiser Permanente, working in conjunction with General Motors as a Health Plan Manager. Prior to working with General Motors, Ms. Berger was manager, medical plans for Sears, Roebuck and Company who provides health benefits for over 250,000 employees and retirees. Ms. Berger obtained her Bachelor of Arts degree from Mount St. Mary’s College and her MSA from Johns Hopkins University.

Eric Book, MD is Wellmark’s Group Vice President and Chief Medical Officer. In his position, Dr. Book is responsible for the company’s medical management activities including health improvement initiatives, benefits management, NCQA accreditation activities, and health data reporting. Prior to joining Wellmark, Dr. Book served as Chief Medical Officer for Primera Healthcare in Denver, Colorado, where he was responsible for the overall development and management of the clinical delivery system, including the development of physician governance



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Appendix I Speaker Biographies Jill Berger is the Director of Benefit Plan Quality Management for Marriott International, a leading hospitality company with 140,000 employees nationwide. Ms. Berger is responsible for the strategy, design and administration of Marriott’s benefit plans—with a concentration in health plan quality improvement. Ms. Berger is an active member of the Leapfrog Group for Patient Safety, whose goal is to initiate breakthroughs in the safety and quality of healthcare. Ms. Berger is also on the Board of Directors for RxHealthValue, a coalition of purchasers, health plans and academic researchers whose goal is to develop approaches through research and legislative activities to the prescription drug challenge. Prior to working for Marriott, Ms. Berger was with Kaiser Permanente, working in conjunction with General Motors as a Health Plan Manager. Prior to working with General Motors, Ms. Berger was manager, medical plans for Sears, Roebuck and Company who provides health benefits for over 250,000 employees and retirees. Ms. Berger obtained her Bachelor of Arts degree from Mount St. Mary’s College and her MSA from Johns Hopkins University. Eric Book, MD is Wellmark’s Group Vice President and Chief Medical Officer. In his position, Dr. Book is responsible for the company’s medical management activities including health improvement initiatives, benefits management, NCQA accreditation activities, and health data reporting. Prior to joining Wellmark, Dr. Book served as Chief Medical Officer for Primera Healthcare in Denver, Colorado, where he was responsible for the overall development and management of the clinical delivery system, including the development of physician governance

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and the management infrastructure for ambulatory health care delivery. Dr. Book, a board certified family physician, received his Doctor of Medicine in 1971 from the University of Toronto and is a member of the American College of Physician Executives, the American Medical Association, and the American Academy of Family Physicians. Robert M. Califf, MD is currently Associate Vice Chancellor for Clinical Research, Director of the Duke Clinical Research Institute (DCRI), and Professor of Medicine, Division of Cardiology, at the Duke University Medical Center, Durham, NC. He has served as an editor for the first and second editions of the landmark textbook, Acute Coronary Care, published by Mosby, Inc., and is the Editor-in Chief of Mosby’s American Heart Journal. He graduated from Duke University, summa cum laude and Phi Beta Kappa, in 1973 and from Duke University Medical School in 1978, where he was selected for Alpha Omega Alpha. He is board-certified in Internal Medicine (1984) and Cardiology (1986) and is a Fellow of the American College of Cardiology (1988). Dr. Califf has led the DCRI efforts for many of the best-known clinical trials in cardiovascular disease. He has served on the Cardiorenal Advisory Panel of the U.S. Food and Drug Administration (FDA). He also served on several IOM Committees. He is Director of coordinating center for the Centers for Education & Research in Therapeutics‘ (CERTs), a public-private partnership among the Agency for Healthcare Research and Quality, the FDA, academia, the medical products industry, and consumer groups. Charles Cutler, MD, MS has over 20 years of experience in leadership positions in managed care. Currently, he serves as Chief Medical Officer for the American Association of Health Plans Before joining AAHP, Dr. Cutler was with Prudential HealthCare where he filled two roles as Vice President, Medical Services and President of the Prudential Center for Health Care Research. After completing a residency in Internal Medicine at the University of Minnesota Hospitals, Dr. Cutler joined Rhode Island Group Health Association, a staff model HMO. He has practiced general internal medicine, taught medical students and residents at Brown University teaching hospitals, and has assumed a range of administrative positions beginning with Chief of Internal Medicine in 1979. Dr. Cutler was a Sloan Fellow at the Sloan School of Management at MIT, earning a Master of Management Science (the Sloan equivalent of an MBA) in 1989. He has received degrees from NYU (MD 1973) and the University of Chicago (AB 1969). He is a member of the American College of Physicians, the American College of Physician Executives, the International Society for Quality in Health Care, and the International Association of Technology Assessment in Health Care. Helen Darling is president of the Washington Business Group on Health

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(WBGH). The Business Group is the nation’s only non-profit organization devoted exclusively to representing large employers’ perspective on national health policy issues and providing practical solutions to its members’ most important health care problems. In addition to her WBGH responsibilities, Darling currently serves as co-chair of the National Committee on Quality Assurance Committee on Performance Measure, an independent non-profit association whose mission is to evaluate and report on the quality of the nation’s managed care organizations. She is also a member of the Medical Advisory Panel, Technology Evaluation Center, run by the Blue Cross Blue Shield Association. Prior to joining the Business Group, Darling served as Senior Consultant, Group Benefits and Health Costs for Watson Wyatt and Company, a global consulting firm that provides services in employee benefits and human resources. Prior to working for Watson Wyatt, Darling directed the purchasing of health benefits and disability for thousands of employees and retirees at Xerox Corporation. Darling received her master’s degree in Demography/Sociology and her bachelor’s of science degree in History/English, cum laude, from Memphis State University. Susan Bartlett Foote, JD is an Associate Professor and head of the Division of Health Services Research and Policy at the University of Minnesota. She serves on the Board of the Medical Technology Leadership Forum, and has served as an advisor to the FDA, the Office of Technology Assessment (OTA), and the NIH. Prior to her arrival at Minnesota in 1999, she was a professor of business and public policy at the Haas School of Business at the University of California, Berkeley. From 1990–1994, she was a Robert Wood Johnson Health Policy Fellow and Senior Legislative Analyst in the office of Senator Dave Durenberger of Minnesota. She was a consultant on health policy issues in Washington, D.C. from 1995–1999. Her research has focused on the influences of public policies on health care services, with a particular emphasis on innovation in medical technology. She is the author of Managing the Medical Arms Race: Innovation and Public Policy in the Medical Device Industry as well as numerous articles on technology policy. She holds a JD degree from Boalt Hall, University of California, Berkeley. John H. Graham IV is the Chief Executive Officer of the American Diabetes Association (ADA) in Alexandria, Virginia. ADA is the leading non-profit health organization supporting diabetes research, public, patient and professional information and advocacy. The Association has offices throughout the United States serving the 16 million people with diabetes through thousands of volunteers and over 900 staff. John has served the ADA in numerous capacities including Executive Director of the Greater Philadelphia Affiliate, National Director of Affiliate Development, Associate Executive Vice President for Operations, Deputy Executive Vice President and Chief Executive Officer. Before joining the American Diabetes Association, John served the Boy Scouts of America for nine

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years. John is a past Chair of the National Health Council’s Board of Directors, and currently serves as a member of the Community Health Charities Board of Directors and the ASAE Foundation Board of Directors. He has a bachelor’s degree from Franklin & Marshall College. Jon Marie Hautz, CEBS is a Senior Consultant in the Health and Group Insurance Practice for William M. Mercer, Incorporated, an international human resources consulting company. There she assists companies in defining long-term healthcare benefit directions, assessing their current programs and implementing new health benefit strategies. Prior to Mercer, she was Director of Managed Care Plans for Federated Department Stores where she was responsible for the strategic direction and management of the employee healthcare benefit program covering over 45,000 active and retired employees. Her experience also includes designing and developing health insurance products for a large insurance company. She was the founding president of the Cincinnati/Dayton chapter of the International Society of Certified Employee Benefit Specialists (CEBS). She is vice president and board trustee for the Cincinnati Health Collaborative and was most recently vice president of the Employers Managed Health Care Association headquartered in Washington, DC. She holds a Bachelor of Science degree from the University of Louisville’s School of Business. George Isham, MD is medical director and chief health officer for HealthPartners. He is active in strategic planning and policy issues and coordinates and supports quality and medical management activities. He is a founding board member of and key liaison to the Institute for Clinical Systems Integration, a collaborative of Twin Cities medical groups that is implementing clinical practice guidelines. Dr. Isham provides leadership for Partners for Better Health, HealthPartners’ program for improving the health of its members. Dr. Isham has been involved in quality measurement at the national and state levels. Currently, he co-chairs National Committee on Quality Assurance’s (NCQA) committee on performance measurement which oversees the Health Employer Data and Information Set (HEDIS). Dr. Isham is a member of the board of directors of the Minnesota Health Data Institute, a public-private partnership to produce health care quality information for Minnesota. Dr. Isham is a past member of the board of directors of the American Association of Health Plans, a trade association of more than 1000 HMOs, PPOs and similar health plans. He serves on the U.S. Task Force on Community Preventive Services and the Institute of Medicines’ Board of Health Promotion and Disease Prevention. Before his current position, Dr. Isham was medical director for MedCenters Health Plan in Minneapolis. In the late 1980s, he was executive director for University Health Care, Inc., an organization affiliated with the University of Wisconsin in Madison. Dr. Isham received his master of science in preventive medicine/administrative medicine at the University of Wisconsin Madison, and his doctor of medicine degree from

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the University of Illinois. He completed his internship and residency in internal medicine at the University of Wisconsin Hospital and Clinics in Madison. His practice experience as a primary care physician included 8 years at the Freeport Clinic in Freeport, Illinois, and 3 1/2 years as clinical assistant professor in Medicine at the University of Wisconsin. Gregg O. Lehman, PhD is President and CEO of the National Business Coalition on Health, and leads a movement of 100 business coalitions nationwide seeking cost effective, better quality healthcare for employees and their families. He oversees the effort to advance community-based health care reform by strengthening a national presence for local coalitions of employers that comprise NBCH’s membership. Prior to joining NBCH Dr. Lehman gained valuable experience as CEO of Buyers Healthcare Cooperative in Nashville, TN. Dr. Lehman also served as Vice President of National Business Development for Vivra Health Advantage, a chronic disease management company also in Nashville, TN. His not-for-profit experience includes serving as President of the NFIB Foundation in Washington, D.C. and President of Taylor University, Upland, IN. In his current position, Dr. Lehman is actively working with coalitions to promote the role of coalitions in relation to national health policy and legislation. In addition, he is actively developing NBCH into an enterprise that assists local coalitions through the development of national contracts for products and services as well as strategic partnerships to further value-based health care purchasing and health care quality measurement. He earned a Ph.D. in Higher Education Administration, with a minor in Finance and Economics, at Purdue University. Robert S. McDonough, MD is a medical director in Aetna Inc.’s MedicalPolicy and Transplant Department, where he is responsible for developing Aetna’s coverage policies, clinical practice guidelines, preventive services guidelines, and continuing medical education monographs. He is co-chairman of Aetna’s National Pharmacy and Therapeutics Committee. He has special interests in preventive health services, technology assessment, and outcomes research. He is former senior analyst and project director with the Health Program of the Congressional Office of Technology Assessment. He is a graduate of Duke University School of Medicine and School of Law (J.D.), and has a Masters degree in policy analysis from Duke’s Sanford Institute of Public Policy. He completed an internship in internal medicine at Stanford University School of Medicine, and is a Fellow of the American College of Legal Medicine. Dennis Scanlon, PhD is Assistant Professor of Health Policy and Administration in Penn State’s Department of Health Policy & Administration. Dr. Scanlon received his Ph.D. from the University of Michigan and holds a Masters degree in economics from the University of Pittsburgh. Dr. Scanlon has authored several articles on health plan quality, performance measurement and quality im

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provement, consumer choice of health insurance plans, and health plan accreditation. Dr. Scanlon recently authored a value-purchasing guide, commissioned by the Agency for Healthcare Research and Quality (AHRQ), to help employers become ‘catalysts for quality improvement.’ In addition, Dr. Scanlon recently completed a federally funded research project examining the state of quality improvement activities at managed care plans, and the degree to which plans are using performance measures to improve quality. Dr. Scanlon is currently working on a five-year program project with researchers at the University of California at San Francisco and the University of Michigan, examining the impact of competition on the quality of care provided by managed care organizations. This project is also funded by AHRQ. He is also working with several employers and health plans to assess the degree of variation and cost-effectiveness of disease management programs. Dr. Scanlon teaches undergraduate and graduate courses at Penn State on Managed Care, Health Economics, and Quantitative Methods for Health Services Research. John Stevens, MD is interim Strategic Business Manager for the American Cancer Society’s $116,500,000 Research and Health Professional Training Program and has been Vice President for Extramural Grants since 1988. In the latter capacity, he is responsible for managing the Society’s $91,000,000 Research and Health Professional Training Grants portfolio, and the peer review system by which the 1,500 grant applications received annually by the Society are ranked in order of merit for funding. John also is a member of the Senior Management Team, which provides National staff with the strategic vision to achieve the Society’s major goal of changing the course of the disease and setting the stage for controlling cancer early in the new century. John received his MD degree from the University of Buenos Aires, Argentina, and joined the Society in 1981. Prior to that, he held a faculty appointment in the Biochemistry Department at the Mount Sinai School of Medicine of the City University of New York where he conducted research on steroid hormones and leukemia with grant support from the National Cancer Institute, the Leukemia Society of America, as well as the American Cancer Society. Bruce Taylor, Director—Employee Benefit Policy and Plans, is responsible for the strategy and management of Verizon’s healthcare and other welfare benefit plans. Mr. Taylor actively contributes to national healthcare issues through his participation in employer and healthcare organizations. He provided staff support to the President’s Advisory Commission on Consumer Protection and Quality in the Health Care Industry and worked directly with the Commission’s Subcommittee drafting the Consumer Bill of Rights and Responsibilities. Mr. Taylor currently serves on the Board of Directors of the Washington Business Group on Health, the American Benefits Council, the Dallas-Ft. Worth Business Group on

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Health, the New York Business Group on Health, and as a Trustee of the Employer’s Managed Healthcare Association (MHCA). He was also a founding member of The Leapfrog Group—all working to promote high quality, accountable, and cost-effective employee benefit programs. He previously served on the Employee Benefits Committee of the United States Independent Telephone Association and both the Health Care Subcommittee and the Employee Benefits Committee of the National Association of Manufacturers. He has been a frequent speaker on employee benefit financing and health cost management issues, and continuously “borrows” ideas from other employers and healthcare providers. He is a graduate of the University of Connecticut, The American College, and the University of New Haven. Reed Tuckson, MD, a graduate of Howard University and Georgetown University School of Medicine, is currently Senior Vice President of Consumer Health and Medical Care Advancement at UnitedHealth Group. He has served as Senior Vice President, Professional Standards, for the American Medical Association (AMA). He is former President of the Charles R. Drew University of Medicine and Science in Los Angeles from 1991 to 1997; has served as Senior Vice President for Programs of the March of Dimes Birth Defects Foundation from 1990 to 1991; and from 1986 to 1990, Dr. Tuckson was the Commissioner of Public Health for the District of Columbia. He currently is a member of Institute of Medicine of the National Academy of Sciences and serves as a member of the Secretary of Health and Human Services’ Advisory Committee on Genetic Testing and has held a number of other federal appointments, including cabinet level advisory committees on health reform, infant mortality, children’s health, violence, and radiation testing. Dale Whitney is Corporate Health and Welfare Manager at UPS and has responsibility for the health care and ancillary benefit programs for over 700,000 UPS employees, retirees and their families. Following several assignments in Operations, Health and Safety and Employment, Dale served as Human Resources Manager in several western states. He has been in the UPS Corporate Health and Welfare function for over ten years and moved to Atlanta with the UPS Corporate Office in 1991. Dale is a member of several national and local professional organizations and currently on the board of the Employers Managed Health Care Association in Washington. D.C. and a member of the National Committee for Quality Assurance (NCQA) Purchaser Advisory Council. He is also a board member of the Georgia Healthcare Leadership Council, a group of employers, health plans and health care providers that was recently named one of the initial sites to roll out the Leapfrog Group patient safety initiatives.