Our team of healthcare practitioner consultants is dedicated to improving the financial health of your organization. Meet your new team!


Managing Partner and Sr. CFO, Healthcare

Doug has 35 years of healthcare experience, primarily in executive management and senior leadership positions. Doug has functioned successfully as a managing partner in several roles including his present role as leader of the CFO Consulting Network within Warbird’s Healthcare Practice. He has also performed as a Sr. CFO (interim) and Sr. Financial Advisor to hospital and system clients. He has provided expertise in financial turnarounds and in margin and performance improvement efforts. Doug also assists Warbird Healthcare in business sales origination and client network relationships. He joined Warbird Consulting Partners as its Healthcare Managing Partner in January 2012.


  • System integration, acquisitions and hospital closure process and management (asset rationalization strategies)
  • Performance and margin improvement
  • Turnaround and preparation for an affiliation or merger integration
  • Long-range strategic planning
  • External business strategies, process and relationships, including acquisitions, divestitures, affiliations and mergers
  • Post-turnaround implementation profitability programs and measurement
  • Specialized Subject Matter Expert projects

Professional Experience

In 1999, Doug joined Stockamp & Associates as a partner and managing director. Stockamp was acquired by Huron Consulting Group in 2008. Prior to his tenure at Stockamp, Doug’s career included 18 years of experience as a CFO, including work for the HealthEast Care System in St. Paul, Minnesota and at Good Samaritan Hospital within the Legacy Health System in Portland, OR. While at Legacy, Doug also served as Corporate Senior Vice President for Managed Care and Revenue Management.

Doug has a BA in Economics from the University of California, Santa Barbara and a Master of Public Administration (Financial Planning) from California State University, Long Beach.


Email: dfenstermaker@warbirdcp.com


Bachelor of Arts, Economics; University of Southern California, Santa Barbara
Master of Public

Administration (Financial Planning); California State University, Long Beach


Healthcare CFO Roundtable, member since 1993

Healthcare Management Academy, member since 2001

American Hospital Association, executive liaison since 2007

Managing Partner and Sr. CFO, Healthcare


Director and Senior CFO Consultant

Kevin is known for his ability to develop and translate strategies into company growth and improved operational and financial performance. He has a consistent track record of achieving high performance in operating income, growth of market share, employee engagement, medical staff engagement, and board leadership. Passionate about servant leadership, coaching, leading with a purpose, and creating sustainable outcomes, Kevin has experience as a manager, financial advisor, strategist, board member, and coach. 


  • Equity Partnerships, New Venture Start-ups, and Subsidiary Corporations
  • Profitability Improvement/Interim Management
  • Medical Buildings (MOBs/ASCs/Urgent Care/FrEDs)
  • Board Development/Strategic Planning
  • Leadership Development/Coaching
  • Medical Group Practices
  • Certificate of Public Need (COPN)
  • Ambulatory Care Delivery Systems and Facilities
  • Home Care/Hospice/DME/Pharmacy
  • Mergers, Acquisitions, and Divestitures
  • Price Transparency/Strategic Pricing/Outpatient Pricing

Professional Experience

Kevin served as Senior Vice President, Strategic Finance, Capital Asset Management and Integration for Bon Secours Health System, a $3.5 billion, 24,000 employee, healthcare system. His responsibilities included strategic affiliations, capital development projects, and integration of key operational functions. These priorities contributed to growth of market share and system-wide performance. There he developed and constructed medical buildings, formed equity partnerships with physicians, created clinical service partnerships, built a high-performing governing board, and grew operating EBIDTA. 

  • Chief Executive Officer, Bon Secours Virginia Ambulatory Services 
  • Manager & Senior Consultant, Northeast Healthcare Consulting, Ernst & Young 
  • Executive Director – Medical Group Operations, Bon Secours Richmond Health System 
  • Executive Vice President – Ambulatory Care Operations, Bon Secours Virginia HealthSource, Inc. 
  • Director – Strategic & Market Planning, St. Mary’s Hospital 

Professional Accomplishments

Led company growth starting with 15 employees to 750+/- employees, generating operating EBITDA ranging from 15 to 45% by enterprise group, and reaching $250 million in annual revenue and $45 million in annual income. 

Led development, construction, financing, and operation of healthcare properties totaling 1+ million square feet including four office buildings, five freestanding emergency and urgent care centers, four medical oncology/radiation oncology centers, and other hospital, outpatient, and physician clinic facilities. 

Completed acquisition of various advanced imaging, radiation oncology, assisted living, and ambulatory surgery centers from corporate owners and physician groups. Led initiatives for divestment of select business enterprises including DME, home infusion pharmacy, outreach laboratory, assisted living, and a risk-based behavioral health management organization. 

Launched and completed a plan to build a multi-specialty medical group. Grew the group to 175+/- physician and APC providers. Led merger of the group with another hospital-owned physician enterprise. 





Master of Business Administration – Finance, Virginia Commonwealth University

Bachelor of Science, Health Care Management, Medical College of Virginia – Virginia Commonwealth University

Leadership Coaching, Georgetown University – Institute for Transformational Leadership

Executive Integral Leadership, University of Notre Dame – Mendoza College of Business

Director and Senior CFO Consultant


Director and Senior CFO Consultant

James is an accomplished senior executive with a strong record of success in building, developing and managing all aspects of financial operations for complex organizations, academic institutions and small growth companies. He is recognized as being strategic, creative and results-oriented, with a proven ability to engage teams in effectively achieving their goals.


  • Advanced Accountable Care Organization (ACO) and Integrated Delivery Systems strategy and concepts
  • Specialty pharmacy business development and 340B assessment
  • Provider-payer relationships
  • Risk Management and insurance
  • Academic- and community-based hospital and physician integration
  • Organizational structure strategies
  • Staff development and mentoring programs
  • Former CFO role: Fairview Health System, Minneapolis, MN

Professional Experience

Prior to joining Warbird’s CFO Consulting Network, James served as CFO for Fairview Health Services.

A career healthcare finance expert, James:

  • Managed all aspects of finance during a 16-year period that saw the company grow to $2.8 billion from $ 0.5 billion, including the addition of academic medicine
  • Led the company’s strategic planning and goal development, which was utilized by the board of directors in recruiting a new CEO
  • Developed and implemented an enterprise risk management process for financial, operational and environmental risk
  • Developed metrics and measurement processes to create a clear understanding of performance expectations for transplants and quaternary care services, acute care services, physician services, HMO and health plan services, retail and specialty pharmacies, and other healthcare related entities
  • Managed more than 1,000 people in cross-functional areas, including accounting, payer contracting, supply chain, information systems, revenue cycle and risk management
  • Developed self-insurance programs, including professional and general liability, workers compensation, employee health insurance, excess professional and general liability, and other employee benefit programs
  • Developed companies to market products to employers and Medicare/Medicaid managed programs for HMO, insurance and third party administrators
  • Led the acquisition of the University of Minnesota Hospital and Clinics (700-bed academic hospital), Columbia Park Medical Group (70-person multi-specialty clinic), and other hospitals and clinics
  • Led a process improvement initiative that reduced A/R to 48 days from 68 days
  • Operationalized a captive insurance company that created savings of more than $2 million annually through self-insurance programs
  • Successfully sold more $700 million in tax exempt bonds over the last three years
  • Identified cost-saving opportunities that reduced corporate costs by a third – to eight percent from 12 percent of revenues
  • Reorganized to reduce supply costs to 13.4 percent of revenues, benchmarking in the top 25 percent according to the national database




Bachelor of Science, Accounting; St. Cloud State University, St. Cloud, MN

Certified Green Belt in Six Sigma; Carlson School of Business, University of Minnesota, Minneapolis

Certificate of Completion for executive course on system thinking; Society of Learning, Massachusetts Institute of Technology


Member, Hospital Finance Management Association

Chairman of the board and president, Associated Medical Assurance

Board member and chair of Finance Committee, American Excess Insurance Exchange

Member, Ebenezer Society

Board member, Fairview Pharmacies

Board member, Institute of Athletic Medicine

Board member, PreferredOne

Director and Senior CFO Consultant


Director and Senior CFO Consultant

Jim is a senior healthcare executive with nearly 30 years’ experience in guiding the strategic and operational direction of integrated healthcare systems.  A proven leader with a diversity of experience, an understanding of the challenges facing healthcare and the array of approaches to their solutions. A bias for action and building strong leadership teams.


  • Performance and margin improvement
  • Specialized Subject Matter Expert projects including finance organization assessments and restructures
  • Business planning and outsourcing strategies including implementation
  • SWOT-based long-range strategic capital and financial planning and implementation
  • Community information sharing (HIE) strategies
  • System integration, acquisitions and hospital closure asset rationalization strategies
  • Turnaround planning and implementation including revenue development and cost management
  • Integration and centralization of accounting, business office and shared services
  • Former CFO Role: Catholic Health Partners (Now Mercy Health), Cincinnati, & Augusta Health, Fishersville, VA

Professional Experience

Prior to joining Warbird‘s CFO Consulting Network, Jim served as the CFO for Catholic Health Partners (CHP), a $5 Billion, faith-based, healthcare system that operates over 20 hospitals in 2 states as well as long-term care, home health and hospice programs. Jim was a Chief Operating Officer and Interim regional CEO during his 14 years with CHP. Prior to joining CHP, Jim was a Finance Vice-president for Adventist Health Systems (AHS) where his 15 year career saw a steady progression of responsibility from controller of Florida Hospital to a regional CFO and corporate vice president. Over the 30 years in healthcare he accomplished the following:

  • Raised the question that lead in part to a strategic assessment of the company’s portfolio that moved the organization to a more geographically centric strategy rather than as broad a multi-state approach.
  • Redefined the governance finance oversight process to focus on four key elements of success that balance operational and strategic expectation while merging these into the rating agency and capital planning processes. The organization has been recognized as a best practice for its governance and investor disclosure processes.
  • Participated in the negotiations of several $250 million plus sales/acquisitions that repositioned the organization for the more geographically centric strategy that better positioned it for population health and the Health Exchanges.
  • A key member of the negotiating team that resulted in a breakthrough in the approach to establishing market presence increased state market share by over 20%.
  • The key financial leader in the acquisition of Kaiser Permanente – Ohio that positioned the organization for population health and the role of a health plan, physician and acute operations in that solution.
  • Focused fiscal strategy on the interdependent nature of the investment, insurance, debt and pension strategies to optimize financial flexibility.
  • Moved from a defined benefit (DB) to a defined contribution (DC) pension plan with the DB plan nearly 100% funded.
  • Presented to rating agencies, investment bankers and insurers and annual investor conferences.
  • Resolved bond covenant compliance issues that rose out of the 2007-2008 financial meltdown.
  • Standardized and centralized the finance operations of a $5 billion health system improving services while reducing cost by over 15%.
  • Redefined the financial planning process that resulted in a five year strategic, capital and operating and forecasting approach that focused management on longer term objectives and short term opportunities. Strategy and operations were significantly influenced by this process.
  • Transitioned revenue cycle to a partial outsourced model that reduced capital cost by $30 million and will move costs to the 90th percentile.
  • Refocused the organization from building a new hospital to developing the ”Optimal Health Solution” for the community focused on an outpatient and physician partnering strategy.
  • Led staffing operational initiatives that became the approach for the organization reducing cost by over 20% with quartile to decile results.
  • Redefined the supply chain management process, decreasing costs to below quartile benchmarks.
  • Facilitated numerous operational turnarounds.
  • Balanced operational and strategic needs by implementing a capital allocation process that incorporated maximized opportunities while focusing on strategy and mission objectives.
  • Led the implementation of an organization wide managed care contract management system.
  • Developed and implemented one of the first organizational wide healthcare cost accounting systems in the country




M.B.A. – University of Nebraska, Lincoln

Certified Public Accountant, 1983-94


Healthcare Financial Mgmt Association (HFMA)

Former Adjunct Professor, Xavier University

HFMA Large System CFO Council

Director and Senior CFO Consultant

David Larsen

Director and Senior CFO Consultant

David is an Operational Finance Executive with 35 years of extensive experience in healthcare accounting, accounts receivable management, budgeting, reimbursement, compliance, information systems, medical records, supply chain, and management engineering. Dave’s experience is in a wide range of healthcare settings from large referral/teaching hospitals to small 20-bed critical access hospitals. He has a solid work ethic with a history of achieving financial and income goals.


  • Operational Finance Executive – over 35 years
  • Regional CFO
  • Financial operations restructuring
  • Revenue Cycle billing improvements efforts
  • Healthcare accounting, accounts receivable management, budgeting, reimbursement, compliance, information systems – forecasting, analysis and fiscal response plan development
  • New greenfield hospital preparation and operations
  • Experience in healthcare settings from large referral/teaching hospitals to small 20-bed critical access hospitals
  • Consolidated Accounting and Finance functions for five small rural hospitals

Professional Experience

  • Director of Finance for Urban Central Region Intermountain Healthcare, Salt Lake City, Utah
  • Director of Finance for Southern Region Intermountain Healthcare, Salt Lake City, Utah
  • Assistant to the Vice President of Finance Intermountain Healthcare, Salt Lake City, Utah
  • Financial Analyst/Intern Intermountain Healthcare, Salt Lake

Representative Accomplishments

  • Initiated Revenue Cycle billing improvement efforts as the lead on Intermountain Healthcare Pilot that included a multidisciplinary team compromised of Patient Accounts, Finance, Nursing, Radiology, Cardiology, and Lab. On average this team created over $3 million per year in improvements. Efforts were expanded to all Intermountain facilities.
  • Developed and implemented a centralized model for research accounting and billing at Intermountain Healthcare. Collaborated with hospital CFOs and accounting managers to create a new model built on the research accounting enterprise at LDS Hospital. This model was later presented to management and adopted for use by the Clinical and Administrative Research teams.
  • Implemented a region-wide budgeting and financial services to facilitate change to region-wide management model and one regional board of directors. Redesigned the budget function, moving more financial support to the service line administrators and their department heads.
  • Managed highly complex hospital reorganization with the opening of the new 1.5 million square foot Intermountain Medical Center bringing together a team from five hospitals to create a new flagship hospital for Intermountain Healthcare. Instrumental in working with CMS to get a unique licensing arrangement which allowed the Medical Center to open with full Transplant and Teaching capabilities. Also helped the hospital avoid $4-5 million per year in additional costs
  • Integrated Accounting functions including accounts payable, fixed assets, and payroll across all Region facilities, reducing expenses by 20% over a five-year period.
  • Consolidated Accounting and Finance functions for five small rural hospitals. Reduced FTE’s and expenses, at the same time improving compliance with policies and internal audits.


  • MBA with an emphasis in Finance and Accounting, Brigham Young University, Provo, Utah
  • Bachelor of Science Degree in Mathematics
David Larsen
Director and Senior CFO Consultant

Ron Long

Director and Senior CFO Consultant

Ron brings 40 years of healthcare leadership experience. His background includes financial management of large and complex healthcare organizations in a variety of settings ranging from rural to suburban to large urban academic centers, regional health systems, health plans, joint ventures and physician group practices. Long has concentrated on adding value to the organizations he serves through improved revenue cycle processes, negotiation of uniquely advantageous contracts with payors, financial discipline in operations and deployment of capital, innovative debt financing, and astute investment of long term liquid assets. His financial risk management skills have resulted in rating upgrades at three of his most recent employers, with Texas Health Resources currently rated AA2/AA by Moody’s and Standard & Poor’s. As past National Chairman of the Healthcare Financial Management Association and immediate Past Chair of its’ Large System CFO Council, Long’s professional network is national in scope.


  • Senior CFO and Treasurer for a 26 entity, $4Billion multi-hospital health system
  • Expertise and leadership in the development and implementation of physician-hospital joint ventures
  • Leadership in the creation and implementation of ambulatory surgery and outpatient hospital joint-venture
  • Experience in negotiating and implementing outsourced revenue cycle capabilities and acquisition of a large health plan
  • Formed a business relationship with a Texas Academic Medical Center to expand population health and physician services in the Dallas metro market
  • Former CFO Role: Texas Health Resources, Arlington, TX

Professional Experience

Ron’s most recent position was as Executive Vice President and Chief Financial Officer for Texas Health Resources, a $4 billion health system located in Dallas / Fort Worth, Texas which operates 26 wholly owned and joint ventured hospitals, 68 outpatient facilities, and an 800 provider employed physician group. THR recently announced an innovative affiliation with the University of Texas Southwestern to create a population health services company and physician network to create capability for managing population health risk using a clinically integrated network. Other professional experiences include:

  • Executive Vice President and CFO for Health Alliance of Greater Cincinnati.

  • Senior Vice President of Finance and Health Plans for Saint Mary’s Health Network in Nevada.

  • Advisory Board Member for Acclara – A private equity company specializing in outsourcing of revenue cycle services for health systems, located in Houston, TX and Philadelphia, PA.

  • Board Member for Southwestern Health Resources – An affiliation of Texas Health Resources and the University of Texas Southwestern.

  • Board Member for Texas Health Aetna – A joint venture between Texas Health Resources and Aetna to own and operate a health plan of 100,000+ members in the Dallas Fort Worth market. Ron was the primary executive responsible for negotiating the JV with Aetna.

  • Board Chair for Texas Health Partners – The management company which provides infrastructure and management services to three joint venture surgical hospitals and two joint venture acute care hospitals together with community physician owners.

  • Finance Committee Chair and Board Member for the joint venture between Texas Health Resources and Adventist Sunbelt Health System to operate a large hospital in the DFW market.



  • MBA with an emphasis in Finance and Accounting, Brigham Young University, Provo, Utah
  • Bachelor of Science Degree in Mathematics
  • Healthcare Financial Management Association – National Chairman in 2000-01 and past Chair of the Large System CFO Council.

  • Boy Scouts of America – Board member in Cincinnati, OH and Dallas, TX. Past Treasurer of Circle Ten Council in Dallas.

Ron Long
Director and Senior CFO Consultant


Director and Senior CFO Consultant

Healthcare financial and operating executive with 30 years of experience. Broad based industry experience includes for-profit and non-for-profit health systems, hospitals, physician management. With the ability to take large amounts of data and produce financial analysis and solutions, he has led departments including Accounting and Finance, AP/PR, Supply Chain, Revenue Cycle, including Health Information Management and IT. 


  • Broad Based CFO Experience including Academic Medical Centers, Community-Based Hospitals, Physician Practice Companies, Non-for-Profit, For-Profit, Private Equity and Privately Owned Organizations
  • Problem solver that is Highly Analytical that possesses “Roll-up-the-Sleeves” approach to answering questions with solutions
  • Ability to Work Up and Down the Organization to solving problems from Board of Directors to Operational Managers
  • Systems Conversions including General Ledger, Accounts Payable, Payroll, Supply Chain.  Revenue Cycle includes Electronic Medical Records and Billing Systems
  • Fair Market Value Analysis for Acquisitions and Physician Productivity and Compensation
  • Mergers and Acquisitions including Due Diligence, Regulatory Approvals, Asset Purchase Agreements and Mergers
  • Revenue Cycle experience including growing a private Medical Coding Company; also, management of outside vendors working as extensions of In-house Revenue Cycle team
  • Managed Company Restructuring to ultimate Asset Purchase Agreement and avoiding Bankruptcy
  • Traditional CFO experience with Monthly Board of Directors presentations, monthly closing process, annual budget, annual independent audits, etc

Professional Experience

Prior to joining Warbird, Steve lead Financial oversight for 125 employed physician network which included 2 Surgical Specialty Hospitals, 2 Ambulatory Surgery Centers and 20 Hospital Outpatient Clinics and Physician Practices specializing primarily in Orthopedics with other surgical sub-specialties. 

Steve specializes in: Mergers and acquisitions, restructuring, data analytics, revenue cycle redesign, budgeting and forecasting, banking relationships, audit and taxes, business development, compliance, managed care contracting, physician compensation, systems conversions, board relations, and cash flow management. 

Professional Accomplishments

  • Provided 18 Month Forecast with Goal of Achieving Improved EBITDA through various Growth Initiatives and Operational Improvements

  • Managed Chief Restructuring Group on Enterprise Cash Flows while working directly with Regulatory Agencies (FTC and PA Attorney General) to Approve Sale of system

  • Implemented Operational Improvements Annualized at Expense Reduction of $16.0M while improving Revenue Cycle Performance Indicators and Reporting

  • Established Financial Controls with Operations for Physician Practices while standardizing Physician Incentive Reconciliations

  • Developed FMV and pro-forma model which has reduced annual expensed paid to outside consultants in additional to establishing fair threshold metrics for physician incentives

  • Implemented and converted EHR and Physician Management Billing system across the practices while also converting Financials systems (GL/AP/PR) to Lawson

  • Worked to grow a start-up Health Information Management Services organization providing Health Systems, Hospitals, and Physician Practices remote medical record coding services, coding audits, post-discharge review, and Medicare DRG review

  • Served as Compliance Officer to ensure appropriate billing and coding processes while negotiating contracts with various commercial payors

  • Established Outpatient Scheduling and Registration Workgroup which produced year-over-year growth of 6.0% with a primary focus on owned-practice referrals

  • Developed enhanced reporting for service line profitability to identify trends and opportunities for improved financial performance while implementing Reprocessing Program producing annual savings

  • Advised senior management and Board of Directors on the financial implications of business activities. Played a key role in the organizations strategic planning and help initiate, advise and critique financial arrangements the organization might consider such as capital projects, investments, acquisitions and strategic alliances

  • Provided day-to-day leadership and management to finance that mirror the mission and values of the organization. Acted as the point person for all fiscal matters internally, providing advisory services and reporting to the CEO





M.B.A. in Finance – St. Joseph’s University 

B.B.A. in Accounting – Temple University

Director and Senior CFO Consultant


Director and Senior CFO Consultant

Robin is a Senior Healthcare Finance professional with more than 30 years of extensive experience in operational responsibilities, strategic planning, and financial management. Her experience includes but is not limited to various aspects of healthcare operations: physician practices, hospitals ranging in size from major teaching, community, long-term care, critical access, behavioral health, outpatient facilities, governmental, rural, and ambulatory care. Robin has proven expertise in improved revenue cycle, debt restructuring, treasury management, IT integration and managed care negotiations. She is a decisive, results-oriented leader with proven results in healthcare management.


  • Physician practice and hospital CFO experience
  • Subject Matter Expert: Physician Compensation programs – assessment, development and implementation
  • Subject Matter Expert in Accounting and financial operations
  • Subject Matter expertise in leading a hospitalist company
  • Physician hospital organizations, including capitation and risk and operations
  • Revenue cycle improvement strategies
  • Debt restructuring
  • Former CFO Role: Greene Health Partners, Miamisburg, OH and Renown Hospital Physician Group, Reno, NV

Professional Experience

Robin has considerable professional experience serving in positions of financial leadership in the healthcare industry. Before joining Warbird Consulting Partners, she served as Director of Revenue Cycle for Athens Regional Health System; CFO at Harnett Health System; CFO at Coshocton County Memorial Hospital; CFO and VP of Finance at Eagle Hospital Physicians, LLC; CFO and VP of Finance at Major Hospital; CFO at Greene Health Partners; and Director of Revenue and Statistical Reporting at Meridia Huron Hospital.

  • Interim CFO (and prior Director of Finance) for a 210 bed hospital and 400 bed hospital which included distinct Behavioral Health units.
  • As acting CFO was Administrative leader for Electronic Medical Record installing of Meditech and LSS for a JCAHO accredited, full-service acute-care hospital, met with all physician; corrected outsourcing arrangements, expanded coding expertise, and established formal hospitalist program with physicians.
  • Managed privately held Hospitalist company with 130 fulltime physician and 125 part time physicians; responsible for strategic planning, overseeing all finance functions, physician billing, and compliance plans. Successfully improved contracts on poor performing accounts, setup new software strategy for payroll, GL, billing and core system design, and created meaningful reports for Chief Medical Officer, VP of Physician practices site.
  • CFO and VP Finance of a community hospital jointly owned by city/county commissioners with net revenues of $86M licensed for 95 beds, foundation, for-profit pharmacy, five physician groups, onsite clinic and software company; assumed financial reporting of physician practices and charged with hiring a team to support the effort.
  • Worked with a community hospital licensed for 210 beds with distinct units to obtain capital funding which enabled investment for expansion, streamlined revenue cycle, and facilitated physician contracting to enable model of practice to fit physician whether employment arrangement or independent model.
  • Managed relationships of emergency physicians and anesthesia contracts, reviewed insurance contracts for wording and financial feasibility and PHO to take capitation risk, and converted to new IT system, including rebuilding reports and GL structure.
  • Functioned as Director of Revenue and Statistical Reporting for a major teaching 395 bed hospital along with 3 other hospitals total beds just under 1,000.
  • Analyzed, maintained, and improved internal control over the fiscal assets for the hospital. Provided guidance, analysis and review of the activities of general accounting, payroll, cashiers and financial analysis and reporting.
  • Led conversion of Time and Attendance system, streamlined monthly closing process, established protocol for reimbursement analyst to perform audits of patient bills, and standardized dashboard reports for system hospital executives.
  • Led Computerized Physician Order Entry (CPOE) implementation for meaningful use monitoring.
  • Improved coding at clinical practice sites by setting schedules for performance of coding staff and meeting monthly with operations members on key initiatives.
  • Attended site locations as support for contract issues or training of physician staff.
  • Improved net revenue by 15% with strategic pricing, installation of automated supply charging system.
  • Served on Medical Advisory Board and assisted in clinical pathway development, resulting in a decrease of average length of stay by one half day.
  • Converted to new IT system, including rebuilding reports, GL structure.
  • Involved in establishing package pricing for cardiac services with clinical directors across all hospital units.



Masters in Healthcare Administration, Ohio University

Bachelor of Science, Accounting, Lake Erie College


Certified Public Accountant, Ohio

Director and Senior CFO Consultant

Ron Oldfield

Director & Senior CFO Consultant

Ron is an Operational Finance Executive with 38 years experience serving in multiple CFO or VP of Finance roles. His Revenue Cycle, ACO, and Financial Operations experiences were in hospitals and health systems ranging from 100 beds – 4,000+ beds. He has worked in Physician Practices, Academic Medical Centers, stand-alone hospitals, national health systems, and faith-based hospitals. He has demonstrated an expertise in creating detailed plans to turn around and optimize hospital and physician practice financial performance.


  • Operational Finance Executive
  • Subject Matter Expert in Accounting and financial operations, including the revenue cycle and Accountable Care Organizations
  • Finance and Accounting departments within large systems and smaller entities
  • Revenue cycle turn-around and re-implementation
  • Government and commercial insurance managed care contracting
  • Former CFO Role: Peace Health, Vancouver Washington and Presence Health/Amita, Chicago, IL

Professional Experience

  • Warbird Consulting Partners- Project Consultant
  • Sisters of Charity of Levenworth Health System- Vice President of Finance/Chief Financial Officer, 5 years
  • Presence Health System- Interi Financial Consultant
  • Peace Health- Interim Financial Consultant
  • Providence Health Services (PH&S)- Chief Accounting, Corporate Controller/Finance and System Director of
    Finance, University of Washington- Harborview Medical Center- Assistant Administrator of Finance
  • Catholic Initiatives (CHI), Franciscan Health System- VP, General Financial Services and Controller, 8 years

Representative Examples of Ron’s Professional Experience

  • Identified and implemented comprehensive financial turnaround plans at the following facilities:
  • St. Vincent Healthcare, Billings two year, $30 million back to budget plan
  • Resurrection Medical Center, Chicago $9 million turn-around plan
  • WA/MT hospitals $20 million plan
  • Led the revenue cycle turn-around and re-implementation of a 700 physician, five group practice
    organization at PH&S.
  • Created a strategic statewide commercial ACO joint venture with eight hospital owners and multiple
    participants to gain market share in response to aggressive competition throughout the State and the
    changing healthcare environment. Currently serving as joint venture board member and treasurer.
  • Structured and consolidated Finance and Accounting departments within large systems and smaller
    entities, as well as implemented internal control enhancements as part of the process.



Bachelor of Business Administration, Accounting, University of Washington, Seattle, Washington
Financial Executives International
Mission Leadership Formation, Sacramento, CA

Ron Oldfield
Director & Senior CFO Consultant


Director and Senior CFO Consultant

Stephen has over 25 years of broad-based Executive Healthcare experience. He possesses a unique blend of operational and financial management exposure in both teaching hospitals and community healthcare organizations. Stephen has the proven ability to manage a wide range of responsibilities while advising and steering major strategic decisions. His leadership and negotiation skills are exceptional in the healthcare space. Stephen’s specific expertise lies in administration, finance, operations and strategy. He has led numerous initiatives in positions with various health systems and hospitals that have resulted in millions of dollars in savings. An outstanding healthcare professional, Stephen can make an astonishing positive contribution to any professional team.


  • Academic healthcare institutions including health systems, hospitals and faculty practice plans, including experience as a COO and CEO
  • Mergers, acquisitions and integrations
  • Subject Matter Expert: Financial operations management and structure
  • Physician joint ventures
  • For-profit and non-profit board experience
  • Former CFO Role: St. Luke’s Hospital, Houston, TX, The University of Alabama Medical Center, Tuscaloosa, AL and St. Jude’s Children’s Research Hospital, Memphis, TN

Professional Experience

Prior to joining Warbird‘s CFO Consulting Network, Stephen served as Executive Vice President, EVP and Chief Financial Officer of St. Luke’s Episcopal Health System. He has also served as EVP and CFO of UAB Health System, President & CEO of Tulane University Hospital & Clinic and EVP & Administrator of West Virginia University Hospitals where he accomplished the following:

  • Responsible for operations of a healthcare system that included six hospitals (both Not-for-Profit hospitals and For-Profit joint venture hospitals), an IPA, community emergency centers and affiliations with Baylor College of Medicine and the Texas Heart Institute with net revenues of over $1.2 billion with 1,000+ physicians and 6,000+ employees
  • Served as key member of the management committee during strategic planning review by Board that led to a sale of a system
  • Served as Chair of the Board for four community hospitals
  • Served as Chair of the Epic Executive Steering Committee for a system
  • Initiated process to select an ambulatory surgery partner for a system
  • Responsible for financial oversight of two community hospital CEOs, the CIO, Human Resources, Managed Care Contracting, international services, supply chain, internal audit/compliance and all financial areas
  • Served as the Executive in Charge in absence of the system’s CEO
  • Participated in rapid system expansion strategy resulting in opening of a new physician joint venture hospital
  • Proposed and led negotiations for acquisition of 51% of Patients Medical Center
  • Initiated System wide RFP process for dietary, housekeeping and biomedical services; new contract resulted in $6 million in annual savings
  • Led initiatives for supply chain changes that resulted in over $7 million in savings. Contract compliance increased by 139% and non-catalog orders decreased by 30%
  • Responsible for financial oversight of a system that includes seven hospitals, three ambulatory surgery centers, home health services, on-campus and satellite clinics, joint ventures, large physician practice plan and insurance company Viva Health. Net Revenues of over $2 billion with 1,000+ physicians and 10,000+ employees. Responsible for all administrative and financial areas including human resources and information systems
  • Negotiated and managed the establishment of health care authorities (HCA) for organizations
  • Negotiated and managed the asset purchase agreement of a Medical Center campus consisting of 219 licensed bed hospital, two professional office buildings, and other improvements on the 17+ acre campus
  • Served as Chief Restructuring Officer during interim management agreement, leading successful waiver of default for the organization, while negotiating plan of finance to open a three year cash flow window allowing for capital reinvestment in the facilities
  • Led successful financing plan and bond issue for $275 million hospital project
  • Successfully negotiated key issues with medical staff related to new hospital project and other funding issues
  • Initiated and led process to review University’s administrative cost allocation to hospital. Negotiated changes resulted in $2.5 million annual savings




Masters – Concentration in Public Health, Tulane University

B.B.A. Degree – University of Montevallo


American College of Healthcare Executives

Fellow, Healthcare Financial Management Association

American Institute of Certified Public Accountants

Director and Senior CFO Consultant


Director and Senior CFO Consultant

Mike is a senior Healthcare professional with a 30+ year career and a proven track record of accomplishments in Financial and Operational leadership roles within large Academic Medical Centers and Integrated Healthcare Systems. He has specific expertise in Strategic & Financial Planning, Managed Care Contracting, Physician Alignment, Revenue Cycle, M&A and Expansion. Mike has quality leadership skills and the ability to develop strong management teams. His communication and presentation skills are exceptional.


  • Physician practice financial infrastructure development
  • Specialized projects Subject Matter Expertise
  • Proven track record within large Academic Medical Center and Integrated Healthcare Systems
  • System Vice President and CFO Experience
  • Quality Leadership Skills including facilitation skills among executives and management teams
  • Ability to develop strong management teams
  • Served on task force to respond to Health Reform impact
  • Former CFO Role – Ohio State University, Columbus, OH Medical Center, and Summa Health, Akron, OH

Professional Experience

Prior to joining Warbird‘s CFO Consulting Network, Mike served as the CFO for The Ohio State University Wexner Medical Center, a $2.7 billion health system. Prior to joining OSU, Mike was System Vice President and CFO for Summa Health System for 11 years. Prior to Summa, Mike was CEO and CFO of the Cleveland Market for Sisters of Charity Health System (SCHS) and VP of Operations at Sharon Regional Health System. Over the 30 plus years in healthcare he accomplished the following:Directed all financial activity for a $2.7B net revenue academic medical center, including: College of Medicine, 1100 physician Faculty Group Practice, 6 hospitals, comprehensive cancer center, full service tertiary referral center,  Health Plan and  a network of Outpatient Centers

  • Created a consolidated long range financial plan to model Health Reform scenarios and identify strategies necessary to adapt  to establishment of health exchanges, mandatory insurance coverage, expansion of Medicaid, and increasing pricing transparency, resulting in a 5 year expense reduction goal of $100M per year
  • Served on task force to respond to Health Reform impact  including the establishment of an ACO, development of alternative payment arrangements, and expansion of Health Plan into a statewide network with commercially viable products
  • Developed the 1st consolidated financial statements, combining  College of Medicine, Faculty Group Practice and hospitals, allowing management to view organization as a single entity and facilitate decision making
  • Served on task force to evaluate opportunities and develop statewide growth strategy, including negotiations to partner with another $1B healthcare system
  • Implemented consolidated managed care contracting, integrating 3 entities: cancer center, hospitals and physicians. Facilitated improved payor relationships and increased reimbursement rates
  • Implemented Epic Revenue Cycle applications for all entities. Directed software  training  of 2000+ staff
  • Led Medical Center through its 1st stand-alone external audit with zero adjustments to income statement or balance sheet
  • Directed financial activity and expansion of an integrated healthcare delivery system. Grew from 1  hospital and an insurance company to a $1.8B revenue, 11,000 employee system with: 6 hospitals, a multi-state insurance company, preferred provider network with 30,000 physicians, 204 hospitals jointly owned with a faith-based system, statewide DME company, 1100 member PHO,  off-shore insurance captive and 8 physician joint ventures
  • Developed financial plan to strengthen balance sheet. Maximized cash growth and minimized long-term debt, allowing for growth and investment in expansion opportunities and core operations. Sustained a debt-to-net revenue of 20 %
  • Utilized alternative financing techniques, including synthetic leases, off-balance sheet and developer financing to maintain balance sheet strength while accomplishing strategic goals. Maintained conservative debt structure and avoided setbacks in recent tumultuous financial market
  • Established system-wide investment committee and recruited top industry talent to serve on a volunteer basis and advise on appropriate risk-adjusted investment policies for each of the system’s investment pools.  Monitored performance and revising strategies as necessary
  • Implemented cost accounting system across each entity to track profitability by service line and physician, enabling organization to execute immediate action plans to address deficiencies
  • Developed monthly financial variance reporting tools at dept. level to identify/correct operating deficiencies. Hospitals consistently ranked in bottom 10% in expense/adjusted admission compared to their peers
  • Doubled EBITDA in 24 months in recently acquired, previously proprietary owned hospital
  • Enacted multi-year $100M strategic plan for IT rollout beginning with full CPOE implementation at main tertiary facility




M.B.A. – Finance, West Virginia University

B.S. – Business Administration, West Virginia University

Director and Senior CFO Consultant


Director and Senior CFO Consultant

An enterprising and visionary Chief Financial Officer with a broad executive skillset specializing in realizing financial and operational turnarounds across operations, supply chain, overhead expense management, capital restructuring opportunities, revenue cycle management, and clinical and non-clinical labor productivity. 

Well-established capabilities in growing and empowering high-performance and crossfunctional teams and organizations. A highly accomplished forward thinker with strong communication and interpersonal skills adept at working with and leading multiple departments and across functions to increase operational efficiencies and strengthen revenue streams, and collaborate with diverse stakeholder groups to realize results. 


  • Medicaid supplemental funding program development
  • Clinically integrated network development
  • Public hospitals
  • Local and state government relations
  • Medical school funds flow
  • Physician and commercial joint venture development and board membership
  • Realization of health system merger synergies and efficiencies
  • Interim system CFO financial stabilization and operations improvements
  • Insurance captives
  • Philanthropic foundation and clinical research financial operations

Professional Experience

Mark has provided performance improvement-focused, executive leadership for national non-profit health systems, academic medical centers and local government-owned hospital systems with budgets ranging from 20 million to 2.5 billion in revenue. More recently, Mark has served as the chief financial officer for the following organizations: 

  • VP and Chief Financial Officer, Catholic Health Initiatives – Texas Division (CommonSpirit Health), Houston, Texas 
  • VP and Chief Financial Officer, Mills-Pennisula Medical Center (Sutter Health), Burlington, California 
  • VP and Chief Financial Officer, Augusta University Health System, Augusta, Georgia 
  • SVP and Chief Financial Officer, Gundersen Health System, La Crosse, Wisconsin 
  • Corporate SVP and Chief Financial Officer, Baylor Scott & White Health – North Texas Division, Dallas, Texas

Professional Accomplishments

  • Oversaw financial operations of a 12-hospital health system and Physician Enterprise System with $2.5B in total revenues. 
  • Oversaw financial operations of a $1.3B 350 bed community/teaching hospital, 5 community access hospitals, 2 Nursing homes and 5 for-profit entities. 
  • Oversaw financial operations of a primary 241 bed hospital and 2 affiliated short stay hospitals with $650 million in total revenues. 
  • Improved revenue cycle process (CDI, denials, collections, and bad debt reduction) while spearheading division’s CARES funding and FEMA COVID-19 reimbursement. 
  • Led productivity improvement gains across the division, resulting in a $10-million annual improvement, while consolidating and streamlining Medicaid Supplemental funding management. 
  • Oversaw financial operations of the University System of Georgia’s only academic medical center with $900 million in total revenues. 
  • Provided primary contact to lenders for acquisition of operating line of credit and lease refinancing while reporting financial results to a Board’s Finance Committee. 
  • Supported transition of Augusta University Health System’s financial operations to Augusta University’s newly hired Chief Business Officer. 
  • Served as finance point person in assessing financial/operational impacts of legislation proposed by state/ federal officials. 
  • Directed and effectively collaborated with both clinical and information technology leadership on the selection of an integrated strategic financial planning, budgeting, and cost accounting system. 
  • Instituted focus and reporting on key revenue cycle success and lagging financial performance indicators. 
  • Completed corporate finance restructure due to retirement of vice president of financial operations and elimination of position. 





UNIVERSITY OF DALLAS, M.B.A., Health Services Management 

BOSTON COLLEGE, B.S., Accounting 

Director and Senior CFO Consultant


Director and Senior CFO Consultant

Pamela is an experienced healthcare executive with a proven record of setting and achieving high standards. She has worked at hospitals with net operating revenues of more than $1.4 billion. Pamela has an extraordinary ability to develop and execute innovative solutions to operational and administrative challenges and is an effective leader and workforce developer. She has a proven ability to manage a breadth of responsibilities beyond finance functions and has an unwavering commitment to the mission of service.

Pamela’s background consists of a variety of different responsibilities including real estate management, managed care contracting, reimbursement (working with government payers), financial analysis, budgeting, internal audit, accounting, purchasing, materials management, maintenance of an integrated employee leave program and overseeing the employee health program. She began her career at KPMG as an auditor.


  • Physician practice financial infrastructure development
  • Organizational structure, staff development, mentoring and succession planning
  • Treasury and investments – strategies and operations management
  • Epic IT system installation management
  • Physician practice acquisitions, integration and medical staff relationships
  • Strategies for interim CFOs
  • Former CFO Role: Legacy Health, Portland Oregon

Professional Experience

Prior to joining Warbird‘s CFO Consulting Network, Pamela served first as CFO and then as the interim president and CEO of Legacy Health System.Prior to that, she served as vice president of finance and controller of Good Samaritan Hospital, where she advanced to vice president of finance for all hospital operations. Recognized as an ambitious finance professional, while at Legacy Health System, Pamela:

  • Assisted in maximizing government reimbursements resulting in significant increased cash flow in a three-year period
  • Completed numerous bond transactions for both new money and refunded money
  • Oversaw corporate and retirement plan investments  totaling more than $1.2 billion
  • Directed process changes in group purchasing organizations in 2005 and 2010 that resulted in more than $6 million in supply savings for the organization
  • Developed long-term plans for succession of all key leadership positions in her areas of responsibility, including CFO and vice president of finance
  • Led the organization to voluntarily adopt the applicable sections of Sarbanes-Oxley regulations governing the ethical performance of corporations
  • Conducted the internal audit review of financial reporting controls that enabled the CEO and CFO to certify the financial statements
  • Developed capital process for the system including electronic approvals, tracking and monitoring
  • Formed a decision-making body that included stakeholders from throughout the organization to review and prioritize capital purchases based on objective criteria
  • Reorganized and transitioned the risk management function from a claims management function to claims avoidance and loss prevention function
  • Restructured the insurance program, including the development of a captive insurance company, in order to work directly with reinsurers
  • Developed a robust cost accounting system in order to analyze and prioritize programs within the organization and identify clinical procedures with opportunities for improvements
  • Led the planning, construction and financing of a children’s hospital and a community hospital; projects completed on time and on budget
  • Managed the business functions of the consolidation of clinical programs and facilities
  • Directed the transition of investment options for employees in the defined contribution plans from a paper platform to an electronic platform




Bachelor of Science in Business; Oregon State University

Certified Public Accountant, Oregon


Member, American Institute of Certified Public Accountants

Member, Oregon Society of Certified Public Accountants

Member, Healthcare Financial Management Association

Health Management Academy, Executive-In-Residence

Director and Senior CFO Consultant