Books & Publications

I’ve written and co-authored a body of nonfiction work focused on healthcare revenue cycle management, analytics, and patient financial systems. These books are grounded in operational reality and regulatory context, and are written for both executive and practitioner audiences.

RCM 2030: Strategy and Survival for Revenue Cycle Leaders

A forward-looking guide for healthcare CFOs and revenue cycle executives navigating policy change, automation, workforce disruption, and the evolving patient financial experience.

This book focuses on how revenue cycle leaders should think about modernization over the next decade, including technology adoption, organizational design, and risk management.

RCM 2030 Companion Guide: Workforce Modernization

Practical guidance for redesigning revenue cycle teams amid automation, AI, and ongoing staffing disruption, with a focus on sustainable operating models.

RCM 2030 Companion Guide: Policy & Regulation

A focused guide to understanding how federal and state policy shifts impact revenue cycle operations, compliance risk, and financial performance.

RCM 2030 Companion Guide: Operations, Technology, & Analytics

An operational playbook for front-to-back execution, performance management, and translating strategy into day-to-day revenue cycle practice.

Humanizing Revenue Cycle Management

A practical framework for improving patient engagement, communication, and financial outcomes across the revenue cycle, with an emphasis on segmentation, personalization, and trust.

Reinventing Revenue Cycle Management (Co-author)

A collaborative exploration of how revenue cycle organizations can modernize operations through process redesign, technology, and patient-centered strategy.

Your Hospital Bill Survival Guide

A consumer-focused guide to understanding hospital bills, charity care, and financial assistance, designed to help patients and families navigate complex healthcare billing systems.

Digital Analytics 101

A foundational guide to analytics strategy, measurement frameworks, dashboards, and data-driven decision-making, written for leaders and practitioners working in complex environments.

Speaking engagements

I’ve been a frequent speaker at national and regional conferences, webinars, and industry forums on healthcare revenue cycle, analytics, patient financial experience, and regulatory change.

Selected engagements

  • MGMA Focus | Financial Conference (2024)
    Embracing a Revenue Cycle Renaissance: What Providers Can Learn from Other Industries

  • Arizona HFMA Spring Conference (2023)
    Trouble Upstream: Using Insurance Discovery to Fight Bad Debt

  • OHIMA Annual Meeting (2023)
    The Power of Data: Using Analytics to Reduce Denials

  • Becker’s Health IT + RCM Virtual Conference (2021)
    Session on updated regulations and patient financial communication

  • AAHAM National Webinar (2019)
    The Impact of Financial Toxicity on Your Patients

  • SAS Analytics Experience Conference (2018)
    Insight as Comfort Food: Using SAS Visual Analytics and Viya to Strengthen Relationships

I have also presented at SAS user groups, analytics conferences, and healthcare finance chapter meetings over the past decade.

Articles, columns, and contributed publications

In addition to books, I’ve written and contributed to industry publications covering healthcare revenue cycle, analytics, patient financial engagement, and regulatory requirements.

Selected authored and contributed work

  • MedCity News — A Patient-Centered Approach to Revenue Cycle Technology Strategy

  • insideARM — Coverage of patient portals, charity care compliance, and big data in healthcare collections

  • Imaging Technology News (ITN) — Using Big Data and AI to Improve Imaging Workflows and Revenue Cycle

  • Journal of Light Construction — Analytics and SEO strategy columns

  • Yahoo! Small Business — Analytics and digital strategy (archived)

  • Web Analytics World — Thought leadership on analytics and measurement

  • American Express OPEN — Small business analytics and marketing strategy

These pieces span both healthcare and analytics audiences and reflect the practical application of data and technology in regulated environments.

Quoted expert and media references

My work has also been referenced and quoted in healthcare and analytics media, including coverage related to predictive analytics, patient financial engagement, cybersecurity risk, and revenue cycle performance.

Selected references

  • HealthLeaders Media — Insurance discovery and bad-debt prevention

  • Health IT Outcomes — AI-driven revenue cycle strategy

  • Becker’s Hospital Review / Becker’s ASC Review — Patient financial communication and compliance

  • PR Newswire / PRWeb — Analytics and revenue cycle innovation announcements

  • ECN Magazine — Big data and AI in healthcare revenue cycle

  • Medindia — Reprints of U.S. healthcare analytics coverage

Teaching and professional involvement

In addition to publishing and speaking, I’ve contributed to industry education and professional communities.

  • Instructor, SMU Cox School of Business – MBA Program

  • Guest Lecturer, Stanford University (Media Analytics)

  • Guest Lecturer, Otterbein University

  • Mentor, Analysis Exchange

  • Board Member, Digital Analytics Association

Together, these books, speaking engagements, and published contributions reflect my work at the intersection of healthcare finance, analytics, regulation, and patient financial experience. While each format serves a different audience, they are unified by a focus on clarity, operational realism, and long-term sustainability. For speaking, media inquiries, or professional opportunities related to this work, please get in touch.