IMG25 Summit
The Ritz-Carlton Dallas – Las Colinas
April 9-11, 2025
The Independent Medical Group Summit is a national conference that focuses on the unique needs of independent, multi-specialty medical groups. This shared-learning event provides focused presenter content, collaborative roundtable discussion, and networking opportunity to foster community and creative solutions for the physician-owned clinics that Stratum Med serves.
The event is currently by invitation only.
2025 Inspirational Speaker

Jake Poore, Integrated Loyalty Systems
Thursday Opening Session: Employees First…Patients Always
2025 Featured Speakers

KC Matthews, CFA, Commerce Bank
Thursday General Session: National State of the State: Economic Outlook & Legislative Update

Justin Norden, MD, MBA, MPhil, Qualified Health
Friday General Session: Artificial Intelligence Industry and Application Overview

Bob Cusack, Former-Editor-in-Chief, The Hill
Thursday General Session
Pre-Conference Meetings
The Stratum Annual Meeting and Board of Directors Meeting will focus on reviewing annual progress, addressing key decisions, and planning for upcoming initiatives. Board members will engage in discussions aimed at driving Stratum forward.
(This is a closed meeting.)
This meeting of the Finance Council will address key financial strategies, economic forecasts, and critical risk management protocols. CFOs will collaborate to drive financial excellence and ensure organizational stability.
This Operations Council Meeting will address key operational strategies, performance metrics, and process optimization initiatives. Operations leaders will collaborate to drive efficiently and ensure seamless execution.
Thursday at a Glance
Facilitator: Jake Poore, CEO, Integrated Loyalty Systems
Facilitator: The Iowa Clinic
Gain valuable insights and practical strategies for effectively onboarding new physicians and fostering leadership skills within independent medical groups. Learn about internal programs and the processes your peer groups have developed to stay ahead by ensuring their physicians are well-prepared and equipped.
Attendees should come prepared to explore best practices for orienting new physicians, including effective onboarding processes, mentorship programs, continuous professional development and how to identify and nurture potential leaders within your organization. Peer facilitators will share their experiences and provide actionable tips on creating a culture of leadership that empowers physicians to take on key roles and drive positive change.
Facilitator: Vancouver Clinic & McFarland Clinic
Explore how independent medical groups can maximize ancillary services and adapt to shifts in sites of care. We will cover the benefits of integrating services to enhance patient care and generate additional revenue. Further, we discuss the rigor necessary to analyze and determine the financial performance of these key services.
Attendees should come prepared to discuss strategies for implementing these services, forming partnerships, investing in infrastructure, and educating patients to ensure the long-term success and sustainability of independent medical groups.
Facilitator(s): Watson Clinic & Christie Clinic
Delve into the critical importance and appreciation for cyber-attacks such as ransomware and data breaches, and their impacts on independent medical groups. Through notable cases shared by peers, we will examine the current landscape, highlighting the rising incidence and sophistication of cyber-attacks on healthcare organizations, especially physician practice. They will share very real and raw experiences that have left a wake of financial costs, operational disruptions, and reputational damage.
Attendees should be ready to learn from the above and to share any personal stories you might have. Attendees will also discuss prevention strategies, incident response planning, and we will reinforce the need for ongoing vigilance to adapt to evolving threats.
Facilitator(s): Wilmington Health, The Iowa Clinic, Hutchinson Clinic, & Medical Associates
Discover the innovative strategies several of your peers are taking to gain a central role in the payer contracting value stream. They will share their strategies towards non-traditional risk agreements across varying patient populations. In short, how can independent medical groups secure a more substantial portion of the value that they create.
Attendees should be ready to learn about and discuss direct-to-employer contracting and other non-traditional risk agreements. We will uncover practical tips on implementing these strategies in your own market and how they enhance access to care, reduce costs, and improve overall employee health and satisfaction.
Facilitator(s): Springfield Clinic & Ogden Clinic
Explore how independent medical groups tackle the challenge of retained earnings while developing a framework and a culture prioritizing this need to promote organizational stability. What models, philosophies and expectations have been adopted. Peers will share the approach they have taken including the pros and cons of each of their models.
Attendees should come prepared to discuss various approaches to retained earnings, including best practices for financial management and reinvestment. We will socialize strategies for effectively allocating resources to support growth and innovation within your organization.
For physicians only
Facilitator(s): Dr. Drew Lundquist, Mankato Clinic & Dr. Andy Bartlett, Christie Clinic
Welcome to our physician peer conference session, where we provide a unique opportunity for physicians to engage with their peers and discuss topics that are crucial to their professional development and well-being. This session will cover a range of pertinent subjects, including physician-to-physician coaching and evaluation, and other relevant topics.
Attendees should come prepared to share experiences, gain insights, and build valuable connections with fellow physicians. We look forward to a productive and engaging discussion that will help you navigate the challenges and opportunities in your medical practice.
Facilitator: Carle Physician Group
Discover ways in which your peers are beginning to leverage AI and how they have integrated the technology into their business and clinical practice to enhance efficiency, improve patient care, reduce internal costs and continue to drive innovation.
Attendees should come prepared to discuss the application of AI within business operations, finance, and clinical settings and its specific utility. We will share examples or specific use cases within organizations and will gain knowledge and appreciation for the current and future state of AI. Attendees should take away practical tips on implementing AI solutions in our own practices.
Facilitator(s): Ogden Clinic & Wilmington Health
Effective strategic planning is crucial to position independent medical groups to navigate challenges and seize opportunities. Learn how peer medical groups are attempting to position their Board of Directors to play a pivotal role in guiding the organization’s vision, long-term goal setting and ensuring sustainability and growth.
Attendees should come prepared to discuss how their organization handles the strategic planning process. What are aspects of your process that you would encourage others to adopt? On the contrary, where do you struggle? In this session we will discuss the importance of, and creative ways to achieve stakeholder engagement, and gain confidence that a strategic plan reflects the needs and priorities of the organization.
Facilitator(s): Hutchinson Clinic & The Jackson Clinic
Learn about unique strategies other independent medical groups are deploying when working with or against local hospitals, and often both. In this session we will discuss the hurdles medical groups face in their respective markets with continued pressure to remain independent and relevant as a pillar of care delivery and as an employer, while competing with hospitals and/or larger systems.
Attendees will share stories on how they personally navigate these challenges and discuss creative approaches they are taking. What strategies are hospitals implementing in your market and what actions have you taken to combat these steps? What common ground can be found to the benefit of all parties? Are there any? Please come prepared to share specific experiences.
Facilitator: KC Matthews, CFA, Commerce Trust
Friday at a Glance
Facilitator: Dr. Justin Norden
Facilitator(s): Kevin Porter (Ogden Clinic), Jason Hirsbrunner (Watson Clinic), Carol Brockmiller (Quincy Medical Group) & Dr. Anas Daghestani (Austin Regional Clinic)