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Climb Higher: Learn from Leaders Shaping Health IT Enablement

Step into the foothills and start charting your route. The "Be Boulder" theme comes to life through sessions designed to help you gain altitude, navigate complexity, and reach new peaks in health IT enablement. You’ll hear from leaders who are actively reshaping adoption, scaling programs, and driving measurable outcomes across their organizations. Explore the sessions below to plan your climb, and check back soon as additional speakers and sessions will be announced later this spring.

Sessions, speakers, and times are subject to change.

Just Added: New Client-Led Sessions (published August 2026)

Storytelling in Leadership and Healthcare: What It Takes to Change Minds

Presented by Dr. CT Lin, Book Author “It’s Not About the Tech: From Potholes to Piglets, Real-Life Lessons in Health IT”

Data makes the case. A story makes it land. Over more than three decades in healthcare and clinical informatics, Dr. CT Lin has learned what it actually takes to change minds and drive adoption. In this interactive session, CT shares his own leadership stories and teaches the "5-C" Story Skills and "ABT" storytelling framework he uses alongside data to drive adoption and change. For education and training leaders, the same skill applies directly: a well-told story can make a new workflow or feature stick with learners in a way a basic tip sheet never will. Attendees will draft and share their own work story with a partner, leaving with a practical skill for pairing evidence with narrative the next time they need to win support for a new tool, workflow, or initiative.

Speaker: Dr. CT Lin, uPerform Advisor, Professor at University of Colorado School of Medicine, and former CMIO at UCHealth

Intended Audience: Authors / Administrators, Education Leads, Clinical Informatics, Executives

 

Blazing the Trail: Why Learning Should Never Stand Still

Derek Harley doesn't think like a typical learning leader. He thinks like a marketer, chasing what's next instead of what's comfortable. After consolidating Fairview's fragmented resources into one "learning solar system" and taking new-hire onboarding fully asynchronous, he's pushing further: creating more engaging, interactive learning experiences, TikTok-era microlearning, and "viral learning moments" powered by peer influencers. In this session, Derek shares how meeting learners where they are is reshaping Fairview’s path toward career-long learning journeys. Expect big ideas, a few provocations, and a challenge to stop settling for good enough.

Speaker: Derek Harley, Learning Experience Design Leader, Fairview Health Services

Intended Audience: Authors / Administrators, Education Leads, Clinical Informatics, Executives

 

AI Takes the Trail Work: Scaling Smarter Training at Fairview

If Derek maps the route, Trish builds the trail. In this session, Trish shows how Fairview is using AI to take on the heavy lifting of training development, focused on the repetitive, time-consuming production work, so authors can put their expertise where it matters most: strategy, judgment, and making sure learning actually meets learners' needs. It's a clear line between what AI does best and what only a human author can – and getting that pairing right is what makes both stronger. She'll also share how AI opens the door to creativity, including Fairview's "Epic Madness" proficiency gamification, a March Madness-style bracket that drew more than 550 participants and got 90% of them to configure their own proficiency settings. Practical, current, and proof that AI-powered training can be fun and effective.

Speaker: Trish Clemas, Learning Innovation - Senior Designer, Fairview Health Services

Intended Audience: Authors / Administrators, Education Leads, Clinical Informatics, Executives

uPerform-Led Sessions (published July 2026)

Practical Labs: Hands-On Workshop with uPerform’s Adaptive Learning Enhancements

Hosted by uPerform

RSVP required. Spaces are limited, so secure your spot when the schedule opens on Friday, July 17.

Practical Labs sessions give authors and administrators hands-on experience with uPerform's latest enhancements. This year's workshop focuses on the new adaptive learning features, pre-assessments and progression gating, designed to deliver a more tailored learning experience no matter where learners fall across the learning continuum.

In this interactive session, participants will work through real course assessment editing exercises tailored to their program needs. Expect expert guidance and best practices from our Client Success & Services team on how to optimize your courses using these powerful new tools.

This is more than a workshop; it's a chance to redefine how learners complete training and get ahead of the authoring curve before the enhancements roll out later this year.

Speakers:

  • Aneek Roy, Senior Learning & Services Specialist, uPerform
  • Helen Yu, Principal Learning & Services Specialist, uPerform

Intended Audience: Authors / Administrators, Education Leads

 

uPerform Labs: A First Look at Learning Journeys  

Hosted by uPerform

RSVP required. Spaces are limited, so secure your spot when the schedule opens on Friday, July 17.

uPerform Labs is where you see what's next before it's finished, and where your feedback directly shapes what we deliver.

If you haven't heard of Learning Journeys yet, this is your introduction. This session offers a deep dive into the concept our team has been designing: a framework that guides users through structured, personalized learning from day one through ongoing system mastery.

We'll walk through early development and design work including: 

  • A reimagined Learning Library experience 
  • The Learning Journeys concept and how we're thinking about structuring it 
  • How content is organized to support competency progression over time 

This isn't a polished demo. It's an unfiltered look at what we’ve built so far, and where our thinking is headed. Come ready to ask questions, share reactions, and help us prioritize what gets built next. Your input will have a direct impact on upcoming releases.

Speaker: Reece, Healthcare Solutions Director, uPerform

Intended Audience: Authors / Administrators, Education Leads, Clinical Informatics, Executives

 

uPerform Labs: uPerform Innovation Preview

Presented by uPerform

Get an exclusive first look at what's next for uPerform. In this special session, uPerform's Chief Product Officer, Rusty Fiste, will pull back the curtain on our most anticipated platform enhancements, spanning end user experience, content authoring, administration, and analytics. The best part? They were built directly from your feedback. 

Don’t miss your chance to preview these features live, straight from the team who built them, plus an exclusive preview of what’s still to come as we continue to invest in your learning ecosystem.

Speaker: Rusty Fiste, Chief Product Owner, uPerform

Intended Audience: Authors / Administrators, Education Leads, Clinical Informatics, Executives

 

uPerform PULSE: Platform Optimization Audit Findings, Best Practices & Measurable Outcomes 

Presented by uPerform

Is your uPerform platform fully optimized for what's next? In this session, Rachel White walks through uPerform PULSE, a comprehensive evaluation of document library structure, content governance, group assignments, search performance, and end-user experience across health systems of all sizes. 

Every attendee will receive a personalized uPerform PULSE report card for their own organization: a data-driven snapshot of where your platform stands and where the greatest opportunities for optimization exist.

Drawing on completed PULSE audits at organizations across the uPerForum community, Rachel will share what the data reveals, how findings are prioritized, and what organizations are doing to act on them.

Topics include: 

  • How uPerform PULSE combines platform data with end-user experience to surface optimization opportunities that data alone can't reveal 
  • Real findings from health systems of all sizes, and a tiered framework for prioritizing what to optimize first 
  • What a structured path from findings to measurable improvement looks like, including a 6-month follow-up audit 
  • How to make the case internally for the work ahead 

Whether you've been on the platform for years, are newly live, or are just starting to mature your approach, you'll leave with a practical framework for evaluating and elevating your own environment. 

Interested in a deeper, personalized review of your organization's findings? Sign up for dedicated 1:1 time with Rachel. For more information, see the Your uPerform Report Card: A Personalized uPerform PULSE Platform Optimization Review session.

Speaker: Rachel White, RN, MBA, Healthcare Training and Education Consultant, uPerform

Intended Audience: Authors / Administrators, Education Leads, Clinical Informatics, Executives

 

Your uPerform Report Card: A Personalized uPerform PULSE Platform Optimization Review

Hosted by uPerform

Sessions available by advance RSVP only. The schedule opens up Friday, July 17.

This is the session where uPerform platform optimization data gets personal. 

Following Rachel's uPerform PULSE: Platform Optimization Audit Findings, Best Practices & Measurable Outcomes presentation, a limited number of attendees will have the opportunity to meet 1:1 with Rachel for a private review of a custom report card built specifically for their organization.  

Your session will include: 

  • A walk-through of your organization's search engagement and content performance data  
  • Review of your custom report card: findings tiered by impact and urgency  
  • Prioritized recommendations and quick wins your team can act on right away  
  • A conversation about next steps and how to build internal support for the work ahead 

Speaker: Rachel White, RN, MBA, Healthcare Training and Education Consultant, uPerform

Intended Audience: Education Leads, Clinical Informatics, Executives

Client-Led Sessions (published April 2026)

From Resistance to Results: Driving Adoption Through Strategic Change Management

Presented by Driscoll Health System

Adoption challenges rarely stem from technology alone. Driscoll Health System shares how they turned resistance into measurable results by aligning change management with executive priorities and end-user needs. Learn how strategic influence, leadership engagement, and simulation-based learning accelerated uPerform adoption, even on an aggressive timeline. 

Discover proven tactics to increase stakeholder buy-in, create high-impact showcase moments, and sustain momentum beyond go-live. Walk away with practical strategies to strengthen Epic training, drive engagement, and deliver measurable outcomes across your organization. 

Speakers: 

  • Julie Teat, Manager of Training & Development, Driscoll Health System
  • Felicia Clute, Training and Development Coordinator, Driscoll Health System

Intended Audience: Authors / Administrators, Education Leads, Clinical Informatics, Executives

 

Communication with Less Chaos: uPerform + Comms Strategies for Secure Chat Go-Live

Presented by Baptist Health

When Baptist Health transitioned from PerfectServe to Epic Secure Chat, the goal was simple: drive adoption without overwhelming users. In this session, Baptist shares how their team built a just-in-time enablement model aligned to real workflows and reinforced it with intentional, well-timed communications.

This session breaks down the go-live launch plan strategy and processes, including mapping resources to workflows, designing in-Epic support, communication sequencing, and measuring adoption with meaningful metrics. Walk away with proven strategies to drive adoption, reduce confusion, and measure engagement through integrated communications and training.

If you’re preparing for a major change or looking to improve how you support users during critical transitions, this session offers a clear blueprint for delivering the right information at the right moment, without adding noise.

Speaker: Rhiannon Doherty, Director of Usability and Clinical Optimization, Baptist Health

Intended Audience: Education Leads, Clinical Informatics, Executives 

 

Do More with Less Training: Personalized Learning with uPerform

Presented by UCHealth

Rethink one-size-fits-all training. UCHealth showcases how they use uPerform to deliver adaptive, personalized learning that meets users where they are in their Epic journey.  

See how pre-assessment–driven experiences tailor content to individual skill gaps, reducing unnecessary training time while improving engagement and outcomes. Learn how uPerform refines courses to exactly what each learner needs and walk away with a scalable framework to modernize Epic education, increase satisfaction, and drive measurable gains in efficiency and proficiency.

Speaker: Kelley Williamson, Director, IT, UCHealth 

Intended Audience: Authors / Administrators, Education Leads, Clinical Informatics, Executives 

 

Through the Training Eras: Evolving from Word Documents to Content Studio

Presented by Access Community Health Network

Step into a new training era. Access Community Health Network shares how they built a modern, scalable content strategy with uPerform Content Studio. Learn how streamlined creation, faster updates, and consistent standards reduce maintenance burdens, especially during Epic upgrades. 

Discover how this shift created a more scalable training model, allowing teams to respond quickly to system updates and organizational needs. Walk away with practical strategies to modernize content development, improve efficiency, and keep pace with constant change. It’s time to leave the old era behind and make content creation feel a little more… fearless.

Speakers: 

  • Parris Cotton, IS Credentialed Trainer, Access Community Health Network
  • Allison Holtman, Clinical Principal Trainer, Access Community Health Network

Intended Audience: Authors / Administrators, Education Leads

 

From Two Systems to One: Epic Consolidation Enabled by uPerform

Presented by Emplify Health

Epic consolidation at scale demands a focused approach to user readiness and enablement. Emplify Health prepared thousands of users across diverse roles for a major go-live using uPerform Learning Pathways. Learn how role- and application-based pathways delivered personalized, consistent education while maintaining efficiency with a lean team. 

Explore proven strategies to ensure readiness, drive engagement, and support adoption during complex system mergers. Walk away with practical approaches to scale Epic education, enable diverse users, and confidently execute a successful go-live across your organization, be it during a merger, acquisition, onboarding of a Community Connect partner, or new module.

Speaker: Bethany Poellinger, ITDS Senior Instructional Designer, Emplify Health

Intended Audience: Education Leads, Clinical Informatics, Executives 

 

No Devices, No Problem: Scalable Epic Mobile Training with uPerform

Presented by the University of Rochester Medical Center

When device constraints limit training, innovation takes the lead. University of Rochester Medical Center transformed Epic mobile education by converting mobile workflows into interactive uPerform simulations, enabling true hands-on practice without physical devices. Delivered through the LMS and supported by Zoom, this approach replaced passive demos with active learning at scale. 

Learn how to remove access barriers, increase engagement, and build real user competency. Walk away with a proven strategy to deliver effective, scalable mobile training that prepares your teams for confident use in real clinical settings.

Speakers: 

  • Kayte Cowley, Instructional Designer/Principal Trainer, University of Rochester Medical Center

  • Dave Dence, ASAP Principal Trainer, University of Rochester Medical Center

Intended Audience: Authors / Administrators

 

The uPerform Tune-Up: Refreshing Structure, Content, and Strategy as Programs Mature 

Presented by Community Health Network

As Epic roles evolve and organizations grow, your uPerform strategy needs a tune-up. Whether you’re newly live or years in, this session will help you stay aligned and ready for what’s next. 

Community Health Network shares how they optimized group structure, streamlined content, and prepared for a uPerform Copilot go-live by auditing roles, refining access, and standardizing templates. Learn how to reduce support tickets, improve content visibility, and deliver targeted communications to the right users. 

Walk away with practical strategies to maintain accurate role mapping, increase engagement, and keep your program scalable, efficient, and built to adapt.

Speakers: 

  • Ashley Balbo, Senior Principal Trainer, Community Health Network
  • Julie Patterson, Senior Principal Trainer, Community Health Network

Intended Audience: Authors / Administrators

 

Paging Operations: You’re Needed in Epic Training!

Presented by Access Community Health Network

When operational context is separated from Epic training, gaps in understanding and compliance quickly emerge. In this session, ACCESS Community Health Network shares how their education team partnered with operational leaders to co-design training that connects the “why” behind workflows with the “how” in Epic. 

By aligning stakeholders, engaging end users early, and using hands-on simulations, the team improved clarity, consistency, and measurable outcomes across key workflows like scheduling, cash collection, and contact center operations. Learn how to build cross-functional training programs that drive stronger adoption, compliance, and real-world performance. 

Speaker: Jasmine Negbenebor, IS Principal Trainer, ACCESS Community Health Network  

Intended Audience: Education Leads, Clinical Informatics, Executives

 

All Aboard the “Train the Trainer” Train: Building a Sustainable Author Enablement Program 

Presented by Aspirus Health

In today's fast-paced healthcare environment, training efficiency and scalability are critical, not just for end users, but for the teams supporting them. Aspirus Health recognized the need for a consistent, accessible way to onboard uPerform content authors across diverse teams.

In this session, learn how they replaced one-time, instructor-led training with a flexible “Train the Trainer” approach using Content Studio. Through on-demand videos, simulations, and guided learning paths, mentors and new authors can learn at their own pace, reducing onboarding friction and information overload while improving Content Studio adoption, consistency, and overall training efficiency.

Speaker: Emily Albert, Technical Training Specialist, Aspirus Health

Intended Audience: Authors / Administrators

 

Improving Learner Experience and Trainer Efficiency Through Embedded Simulations

Presented by Froedtert Thedacare Health

What happens when you turn an 8-hour, in-person training marathon into a streamlined virtual experience? Froedtert Thedacare did just that, reimagining their program into 22 courses and 28 simulations designed to keep learners engaged and trainers out of curriculum chaos. 

In this session, discover how embedding simulations directly within courses replaced the frustrating “wild goose chase” of external links with a smooth, intuitive learning journey. This approach creates a more cohesive experience, supports a variety of learning styles, and keeps learners focused and confident as they build hands-on skills. At the same time, trainers spend less time troubleshooting and more time doing what they do best, supporting learners. 

Explore how this “all-in-one” design makes updates easier, reduces distractions, and delivers a more polished, efficient training experience. You’ll walk away with practical strategies to create a seamless learner experience, lighten the lift for trainers, and bring a little more flow and fun into your training programs. 

Speakers:

  • Hilary Uribe, System Education Coordinator, Froedtert Thedacare Health
  • Keith Bilello, Training & Portfolio Coordinator, Froedtert Thedacare Health

Intended Audience: Authors / Administrators

 

Breaking Down Silos: Creating a Digital Competency Platform for Professional Development Educators

Presented by Bon Secours Mercy Health

Bon Secours Mercy Health (BSMH) set out to solve a challenge many large organizations face: fragmented education across HR, IT, and Professional Development. By leveraging uPerform as a centralized foundation, BSMH built a “source of truth” for professional development, embedding vendor training, internal workflows, and role-based education into a single, accessible platform. 

In this session, learn how BSMH supported a large-scale transition from paper-based competency documentation to a custom digital platform across 10 markets. To meet the needs of preceptors, preceptees, unit leaders, and educators, the team developed a scalable curriculum of simulations and tip sheets designed for just-in-time access within clinical workflows. Embedding resources directly into the flow of work reduced friction and improved adoption. 

See how a centralized library enabled rapid updates, continuous improvement, and aligned delivery across the LMS and intranet. You’ll gain practical strategies to break down education silos, streamline communication, and build a sustainable, enterprise-wide approach to professional development. 

Speaker: Erica Curry, Nursing Professional Development Specialist, Bon Secours Mercy Health

Intended Audience: Education Leads, Clinical Informatics 

 

Baking Success into Epic Projects: uPerform as Your Secret Ingredient

Presented by Ann & Robert H. Lurie Children's Hospital of Chicago

When Epic projects span multiple phases and stakeholders, aligning training, change management, and user readiness can feel like a complex recipe. Lurie Children’s Hospital tackled this challenge by using uPerform as their “secret ingredient,” creating a centralized hub that brings everything together into one cohesive experience. 

In this session, learn how a “uPerform-first” strategy helped the team turn a multi-year Epic Refuel initiative into a repeatable recipe for success. By combining training materials, change communications, and readiness resources in one place, they reduced duplication, improved consistency, and increased user engagement before and after go-live. 

Explore how the team “measured and mixed” the right training modalities and communication strategies based on workflow impact, ensuring users received the right content at the right time. This thoughtful approach improved collaboration across training, analyst, and operational teams while boosting user satisfaction and confidence at go-live.   

Walk away with a practical framework you can follow to “bake in” user readiness across your Epic projects, from pre-go-live through stabilization, with timely, role-based resources embedded directly into the flow of work. 

Speaker: Stephen Barendt, Director IM Education & Training, Ann & Robert H. Lurie Children's Hospital of Chicago

Intended Audience: Education Leads, Clinical Informatics 

 

Efficiency Engine: Standardizing uPerform Content for Speed, Scale, and Simplicity

Presented by Lakeland Regional Health

As health systems grow through mergers, acquisitions, and Community Connect models, training complexity increases. Supporting multiple EHR workflows while aligning to a unified future state requires more than quick fixes. It demands a scalable, standardized approach. Lakeland Regional Health tackled an even more complex challenge, training across Cerner (inpatient) and Epic (ambulatory) while preparing for an Epic Acute go-live in 2027. 

In this session, learn how Lakeland built an “efficiency engine” using uPerform to standardize content across systems, reduce duplication, and accelerate development. Through modular design, role-based templates, and strong governance practices, the team improved onboarding efficiency, increased content consistency, and created a foundation that scales with organizational growth. 

Explore how dual-workflow mapping and cross-functional collaboration enabled learners to navigate multiple systems with confidence while preparing for future-state Epic workflows. This approach not only supports current operations but also minimizes rework and positions teams for smoother transitions ahead. 

Walk away with practical strategies to standardize your content, streamline onboarding, and build a flexible training model that drives speed, scale, and simplicity across even the most complex environments.

Speaker: Leslie Rosa, BAS, R.EEGT, Clinical Informatics Analyst, Lakeland Regional Health 

Intended Audience: Authors / Administrators

 

Just a Little Farther: The Ongoing Work of Curating and Sustaining Training Relevance, Excellence, and Keeping Momentum Strong

Presented by Spartanburg Regional Health System

Training is not a one-time event—it is a continuous journey that requires persistence, adaptation, and strong partnerships. More than a decade after Epic implementation, Spartanburg Regional Healthcare System continues to evolve its training strategy to meet changing operational needs, support workforce readiness, and maintain organizational engagement.

This session explores how a centralized training program can remain relevant long after go-live by intentionally cultivating operational relationships, leveraging governance structures, and using data to drive meaningful conversations. Attendees will learn how our team transformed the new-hire training experience through uPerform, established robust content validation processes with operational partners, and used learner feedback and performance data to demonstrate measurable improvements in end-user satisfaction.

The presentation will also highlight the ongoing work required to sustain momentum, including promoting training services, supporting operational initiatives, developing future-focused team structures, and leveraging analytics to identify opportunities for continuous improvement. Through lessons learned, successes, and candid reflections on challenges encountered along the way, participants will gain practical strategies for maintaining excellence, demonstrating value, and keeping training at the forefront of organizational transformation.

Whether your organization is preparing for implementation, optimizing mature workflows, or just trying to navigate the ever changing terrain of the healthcare/informatics/IT space, this session will provide actionable ideas for ensuring that your training program remains a trusted and strategic partner—always moving the organization just a little farther forward.

Speaker: Bailey Israel, CPHIMS, Training & Optimization Manager, Spartanburg Regional Health System

Intended Audience: Education Leads, Clinical Informatics