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Howard J. Peterson, MHA Managing Partner
267-256-0726
hpeterson@trghealthcare.com
Mr. Peterson is the Founder and Managing Partner of TRG Healthcare, LLC and brings significant experience and foresight to each TRG client engagement. He has more than 25 years of healthcare experience developing progressive strategic, financial and operational solutions for a broad range of healthcare clients. His consulting expertise includes: strategic and financial positioning, operational and financial performance improvement, and strategic transactions. He has worked extensively with hospital systems, academic medical centers, major teaching hospitals as well as faculty and physician group practices.
Mr. Peterson has a thorough knowledge and understanding of the complex relationships that exist in Academic Medical Centers and major teaching hospitals. Some of his work in this area includes assisting with the development of strategic plans, organizational design, hospital and physician transactions, new market positioning, funding relationships and research.
Prior to forming TRG Healthcare, Mr. Peterson served as President of Founders Healthcare, Inc., a for-profit physician organization affiliated with the Graduate Health System in Philadelphia. He also served for 15 years as a hospital executive, including seven years as CEO of Penn State University Hospital / Hershey Medical Center and eight years in various executive positions including COO of the University of Michigan Medical Center.
Mr. Peterson’s educational background includes a Master of Hospital and Health Care Administration and a Bachelor of Science Degree in Business, Public Health and Sociology from the University of Minnesota.
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Joseph M. Huber, CPA
Partner
267-256-0731
jhuber@trghealthcare.com
Mr. Huber has more than 35 years of experience in healthcare financial management and accounting. He brings significant technical financial knowledge to his clients in addition to possessing a senior level perspective on financial planning and strategy in healthcare organizations. Mr. Huber’s consulting work focuses on developing financial strategies related to mergers and acquisitions, evaluating the impact of clinical service line development or expansion, and establishing targets for performance improvement.
Mr. Huber has significant experience with Academic Medical Centers and has a thorough understanding of the complex relationships that exist between Provider, Academic and Faculty Plans in these settings. He has served as the Interim CFO at numerous teaching hospitals including: Penn Presbyterian Medical Center, Thomas Jefferson University Hospital, Howard University Hospital and Saint Vincents Catholic Medical Centers. Areas of concentration include faculty compensation plan development, faculty practice and medical school operational improvement, Funds flow agreements and the structuring and administration of managed care contracts.
Prior to joining TRG, Mr. Huber served as Senior Vice President and Chief Financial Officer of the Graduate Health System, Senior Financial Officer for Mediq Consulting Services, Inc., Co-Founder and Principal for Delaney Associates/Huber & Tierney CPA’s, and in the healthcare consulting department for Ernst & Young. In addition, he has worked as an independent consultant focusing on financial planning, reimbursement and bankruptcy. Mr. Huber is a Certified Public Accountant licensed in Pennsylvania and New Jersey. His educational background includes a Master of Science Degree in Taxation from Widener University and a Bachelor of Science Degree in Accounting from LaSalle University. |
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Daniel C. Riina, FACHE
Partner
248-352-9531
dcriina@trghealthcare.com
Daniel C. Riina, FACHE, Partner: Mr. Riina is an accomplished healthcare executive with more than 30 years of consulting and operations management. During his tenure as a senior practice leader of a national consulting firm, Mr. Riina successfully directed numerous projects for regional delivery systems, academic medical centers, community and specialty hospitals, and niche providers. His primary areas of responsibility included strategy formulation, financial turnarounds, operations redesign, market and financial feasibility assessments, program expansion, and business plan development.
Mr. Riina leads executive teams and Boards to successfully analyze complex challenges, build consensus on specific action plans, and implement effective solutions. Past engagements have addressed organization-wide financial improvement initiatives, capital planning decisions, clinical service portfolio analysis, market re-positioning, physician alignment, and affiliation and merger planning. Mr. Riina focuses clients on the core issues and opportunities that will drive improvements in market and financial performance. He has a strong reputation for delivering innovative solutions to high-profile clients and as a leader in complex healthcare organizations.
In addition to having hands-on executive positions in complex healthcare organizations, he has overseen a variety of consulting assignments at large teaching hospitals and academic medical centers. His work for these clients has included market and demand forecasting to drive facility investment decisions, clinical program action plans, faculty practice operations improvement initiatives, and organizational-wide strategic plans. Select experiences have included working with organizations such as Hackensack University Medical Center, William Beaumont Hospitals, Oregon Health Sciences University, Medical College of Virginia, Barnes and Jewish Hospital, Yale University, and similar institutions.
Mr. Riina holds a Master of Hospital Administration from Virginia Commonwealth University, Medical College of Virginia and a Bachelor of Science from the College of William and Mary. He is a fellow with the American College of Healthcare Executives and a member of the Society of Healthcare Strategy and Market Development and the Midwest Healthcare Executive Group and Associates. He has authored articles and presented at conferences on various healthcare related topics.
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Robin Lacey, MS, MBA
Partner
267-256-0735
rlacey@trghealthcare.com
Robin Lacey, MS, MBA, Partner: Ms. Lacey has over 15 years of healthcare management, project management and consulting experience. She specializes in implementing organization change through operations improvement and system redesign activities. Ms. Lacey is experienced in healthcare strategy, including new market entry, new hospital planning, clinical service line and ambulatory care planning, and hospital transactions. She has reorganized services within ambulatory care settings and long-term care facilities, and has experience conducting market assessments, feasibility analyses, and cost analyses.
Prior to joining TRG Healthcare, Ms. Lacey worked as a project and contract manager. In that role she was responsible for physician and ancillary staff recruiting, budgeting and financial projections, overseeing operational improvements, and marketing. She is active in her community serving on the boards of the local library and family planning council, and an avid golfer. Ms. Lacey has a Master of Business Administration from Temple University, a Master of Science in Counseling Psychology from the University of Pennsylvania, and a Bachelor of Arts in Psychology from Cabrini College.
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Joan M. Moyer, CPA
Finance Director
267-256-0729
jmmoyer@trghealthcare.com
Joan M. Moyer, CPA, Finance Director. Mrs. Moyer has more than 30 years of healthcare accounting experience. She specializes in billing, reimbursement, and financial management in acute and ambulatory settings. She has extensive experience assisting clients in assessing the financial viability of clinical service line development and expansion, restructuring inpatient accounting departments and evaluating billing and collection arrangements and opportunities. She is also highly skilled in developing business plans and budgets for a broad range of healthcare clients.
Mrs. Moyer’s experience with academic medical centers includes funds flow analysis, physician compensation plans, joint ventures, business line restructure and development, audits, and departmental reviews.
Prior to joining TRG Healthcare, Mrs. Moyer served as the Vice President of Finance for the MEDIQ Consulting Group. She also spent time working as a supervisor in large accounting firm and as an accountant in a community hospital. Mrs. Moyer is a Certified Public Accountant licensed in Pennsylvania. She holds a Bachelor of Science Degree in Accounting from The Pennsylvania State University. |
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Janet Lorenz, MBA
Principal
267-256-0732
Ms. Lorenz has had an eclectic career in health services that spans more than 20 years. She began her career as a medical oncology research nurse at the University of Pennsylvania Cancer Research Center. After graduate school, she joined Andersen Consulting [Accenture] where, as an Associate Partner, she organized the Global Healthcare Team for Medical Management Strategies. This team worked with clients in the United States, Europe, Singapore, Malaysia, and Australia on population studies, disease management programs, cost management strategies, clinical and administrative IT applications, organization design, and resource forecasting, training, and deployment. Ms. Lorenz spent a year working with the Tan Tock Seng public health system in Singapore on re-structuring inpatient and outpatient operations to radically improve system efficiencies in serving high patient volumes. After returning from Singapore, she led a business development team that designed and tested a prototype for outsourcing physician practice group administration. This was a joint venture with NationsBank.
Before joining TRG, Ms. Lorenz took a career sabbatical to travel, study yoga, and write. She has won several essay contests, opened a private yoga studio, and hosted a travel documentary program on cable television. She has worked as a freelance medical writer and published patient care brochures, clinical monographs, and book reviews. As a member of the Pennsylvania Horticultural Society, Ms Lorenz is actively engaged in park and neighborhood green renewal projects in Philadelphia.
Ms. Lorenz holds a Bachelor of Science in Nursing from The Pennsylvania State University and a Master of Business Administration from Temple University, Fox School of Business and Management. |
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Paul Musgrave, MBA
Principal
267-256-0726
pmusgrave@trghealthcare.com
Mr. Musgrave has over 30 years of experience in the design, development, and management of hospital, higher education and manufacturing operations. His areas of expertise include hospital business/support services operations, strategic planning, strategic sourcing, peri-operative services, pharmacy operations and hospitalwide process re-engineering. Mr. Musgrave specializes in the rapid analysis of a company’s operations with a focus on the delivery of substantial cost savings associated with implementing aggressive but realistic performance improvement action plans. Mr. Musgrave is a Six Sigma Green Belt and has managed multiple performance improvement initiatives using Six Sigma and Lean methodologies.
Recent engagements have included key interim leadership roles at large academic medical centers including: Interim Performance Improvement Leader at Children’s Medical Center (Dallas, TX), Interim Chief Operating Officer at Howard University Hospital (Washington D.C), Interim Vice President of Administrative Services at Howard University (Washington D.C.) and Interim Vice President of Operations at Hurley Medical Center (Flint MI.).
Prior to becoming a consultant, Mr. Musgrave served as a Senior Manager at Deloitte Consulting and was responsible for helping lead Deloitte’s Healthcare Provider practice. Mr. Musgrave’s publications include: “Avoiding Scope Creep in Large System Projects” (National Association of Purchasing Managers Magazine), and “Strategy and Planning for Healthcare Materials Management” (Healthcare Materials Management Magazine). He has a Masters and Bachelors Degree in Business Administration from Indiana State University.
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Sharon Wickes, CPA
Principal
267-256-0726
swickes@trghealthcare.com
Ms. Wickes has more than 20 years of health care finance and accounting experience, focused particularly on the acute- and post-acute health care industries. Ms. Wickes’ consulting expertise includes financial operations improvement through cost reduction, infrastructure redesign, and organizational restructuring. She is also highly skilled in project management, applying her abilities in various high-level interim management positions, including CFO of St. Francis Health System of Pittsburgh, PA. In addition, she has significant experience assisting hospitals and health systems in the areas of financial analysis and reporting, budgeting, strategic planning and financial information systems planning and implementation.
Previously, Ms. Wickes served as Director of Finance for Catholic Health System. She also spent several years as an auditor and financial consultant for a large accounting firm. She graduated from State University of New York with a Bachelor of Science degree in Accounting and is affiliated with several professional societies, including the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the Healthcare Financial Management Association. |
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Kimberly O. Simensen, MBA, MHA
Principal
267-256-0726
ksimensen@trghealthcare.com
Ms. Simensen brings over 25 years of investment banking, management, and consulting experience to healthcare clients. Her areas of practice include strategic and capital planning; debt advisory; and, financial planning for mergers, acquisitions and divestitures. Her consultative approach with senior executive teams and boards emphasizes integration of data and key stakeholder input to develop the business case for strategic and programmatic change. Ms. Simensen combines the strategic view with the capital access and transactional realities of today’s financial markets to deliver innovative and value-added solutions.
Prior to working with TRG, Ms. Simensen spent over six years at Larson, Allen, Weishair & Co., LLP where she developed plans to address the strategic, performance improvement, and capital requirements of healthcare provider organizations. She was also a Vice President at Dain Rauscher Incorporated where she co-managed $1 billion in fixed income securities primarily for healthcare, non-profit, and developer clients.
Ms. Simensen holds a Bachelor of Science in political science and urban studies from St. Olaf College; a Master of Business Administration with a finance concentration; and, a Master of Hospital Administration from the University of Minnesota. She is a member of the Health Care Financial Management Association and on the faculty at the University of Minnesota where she teaches health care finance applications to graduate students in the health care administration program.
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Laura Gupte, MHA
Senior Manager
248-352-9530
lgupte@trghealthcare.com
Ms. Gupte has nearly ten years of healthcare consulting experience spent working with a broad range of healthcare clients including academic medical centers, not-for-profit hospitals and health systems, managed care organizations and state Medicaid agencies. Ms. Gupte has played a key role in a number of strategic planning engagements and has particular expertise in the development of business plans. She also has considerable experience assisting clients with academic affiliations, as well as various transactional and operations improvement initiatives. She is also skilled in cost analysis, benchmark analysis, and market research.
Prior to joining TRG Healthcare, Ms. Gupte was a Senior Healthcare Consultant at Tucker Alan Inc. (Chicago, IL), an administrative intern with St. Joseph’s Mercy of Macomb Hospital (Clinton Township, MI), and a Research Assistant at The Lewin Group (Fairfax, VA). Her educational background includes a Masters Degree in Health Service Administration and a Bachelor of Science Degree in Economics and Biology from the University of Michigan. |
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Jason Luther, MHA
Senior Manager
248-352-9514
jluther@trghealthcare.com
Mr. Luther has over 12 years experience working with healthcare clients to improve market performance, service delivery, and return on investment. His most recent experience includes nine years working intimately with hospitals, health system corporations, and physician practices on strategy, facility planning, and medical office building development. His work includes projects in both academic and community hospital settings where he brings expertise in market analysis and forecasting, strategic and clinical service line planning, ambulatory care planning, merger and acquisition support and program budgeting. Mr. Luther brings experience in complex project management, strategy implementation, and operations improvements initiatives.
Prior to joining TRG Healthcare, Mr. Luther served as vice president for a medical real estate development firm based in the Midwest. In this role, he was responsible for overseeing implementation of ambulatory facilities strategies. He is an active member of ACHE and serves on the Friends Board of the Ronald McDonald House of Eastern Wisconsin. Mr. Luther holds a Master of Health Care Administration from the University of Minnesota and a Bachelor of Science from the University of Wisconsin. |
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Jeremy Fitch, MHA
Senior Consultant
248-352-9514
jfitch@trghealthcare.com
Mr. Fitch has been working in healthcare for over 8 years. His past experience includes 5 years working with a hospital and health system corporation. As a senior consultant with TRG, his work includes projects in both academic and community hospital settings where he brings expertise in hospital budgeting, market analysis, strategic and service line planning, ambulatory care planning, and merger and acquisition management. Mr. Fitch possesses strengths in project management, strategic program planning and operations improvements.
Prior to joining TRG Healthcare, Mr. Fitch served as a manager for perioperative services. In this role, he was responsible for developing departmental budgets, financial pro forma, and business and marketing plans. Mr. Fitch holds a Black Belt certification in Six Sigma with significant experience leading teams in making sustained organizational and financial improvements. He is an active member of MHEGA (Michigan Healthcare Executive Group and Associates) and ACHE (American College of Healthcare Executives) and enjoys a variety of sports including hockey, soccer, golf, hiking, and biking. Mr. Fitch holds a Master of Health Care Administration from the University of Minnesota and a Bachelor of Science from Michigan State University.
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Kisha Hawthorne, MHA, MBA, FACHE
Senior Consultant
215-599-2463
khawthorne@trghealthcare.com
Mrs. Hawthorne’s healthcare career consists of over six years of experience in the hospital, health system and group purchasing organization settings. She has extensive experience in the area of hospital operations, revenue cycle and project management. Mrs. Hawthorne also possesses expertise in staff and frontline management development. She has led divisional strategic planning; developed business plans and managed operational budgets.
Prior to joining TRG Healthcare, Mrs. Hawthorne served as an Administrator, Patient Management Services and Special Procedures Area at Memorial Medical Center, Springfield, IL. She had administrative responsibility for five revenue cycle/administrative departments and a multi-specialty procedure department. Mrs. Hawthorne completed her Administrative Fellowship with VHA, Inc., Las Colinas, TX in 2002.
Mrs. Hawthorne is a Fellow in the American College of Healthcare Executives. Mrs. Hawthorne graduated from the University of Minnesota’s Carlson School of Management with a Master of Healthcare Administration as well as a Master of Business Administration from the University of St. Thomas, St. Paul, MN. She holds a Bachelor of Science degree in Biological Sciences from Florida A&M University.
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Nicole Lewis, MS
Consultant
215-599-2463
nlewis@trghealthcare.com
Ms. Lewis provides support for a variety of engagements, ranging from accounting and finance to research, market analysis, demand forecasting, and strategy assessment. Ms. Lewis has three years of experience with TRG, supporting the partners and principals on a number of highly diverse projects including those involving community hospitals, health systems and academic medical centers. Her areas of expertise include business planning and budgeting, general accounting and tax preparation, regulatory research, and evaluation of graduate medical education programs. Her prior work experience includes a position as controller and internal auditor for a national landscaping company, as well as project manager for the Clinical Supply Services division of Cardinal Health. Ms. Lewis holds a Bachelor of Science in Chemistry from Temple University and a Master of Science degree in Accounting from Strayer University.
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Patricia Lee, BS
Senior Analyst
215-559-2464
plee@trghealthcare.com
Mrs. Lee has a strong background in marketing management with an emphasis on market research, analysis, and communications. Past work experience includes the areas of management, promotional planning, advertising and category management. She holds a Bachelor of Science degree from Penn State University.
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Cathy Cresta
Office Administrator
267-256-0726
ccresta@trghealthcare.com
Mrs. Cresta has over 30 years of experience in healthcare office management. She has been with TRG Healthcare since the company’s inception, providing administrative and client-related support to the entire staff. Prior to joining TRG, Mrs. Cresta worked for Founder’s Healthcare and Philadelphia Child Guidance Clinic, both based in Philadelphia, Pennsylvania. |
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