
In episode 7 of the Backstory, host and Jarrard Inc. President Anne Hancock Toomey sits down with Joanne Anderson, a 45-year veteran in healthcare leadership and a relentless advocate for rural healthcare. Anderson shares her journey from growing up in forest of rural Kentucky to becoming a bedside nurse. She describes her rapid ascent through the ranks of major healthcare organizations like Humana and HCA, eventually becoming President and CEO of UNC Health Southeastern. Anderson reflects on her roots and the influence of the Frontier Nursing Service, which ignited her passion for healthcare. She discusses key leadership lessons, the importance of resilience, community engagement, and the values instilled in her by her family. These lessons came into play during a devastating fire at her organization’s cancer center and, later, as she guided Southeastern through the COVID-19 pandemic.
The conversation wraps up with a lightning round of personal insights, revealing Anderson's favorite books, athletes, and recent endeavors in the culinary world. Join in for an enriching conversation filled with wisdom on effective leadership and the relentless pursuit of healthcare excellence in rural communities.
02:11 Early Life in Rural Kentucky
05:38 First Job as Switchboard Operator and Early Career Influences
07:41 Lessons in Leadership and Communication
13:03 Rapid Rise in Healthcare Leadership
20:25 Executive Team Decisions
22:04 Relocating for Career Growth
24:44 Proud Achievements and Challenges
29:49 Balancing Family and Career
33:15 Effective Leadership Traits
34:31 Maintaining Personal Well-being
36:17 Lightning Round
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Sep 11, 2024
40 min

Join host Anne Hancock Toomey as she chats with Phil Roe, esteemed healthcare executive, former CEO and current senior advisor at Martin Ventures. From his humble beginnings on a Texas farm to leading major healthcare organizations like Vanguard Health System, Roe spills the secrets behind his success and his perspectives on effective leadership.
Discover the power of relationship-building, ethical decision-making and impactful leadership qualities, and dive into how a busy healthcare exec balances mission work, personal life, career and family.
Episode Highlights
01:10 Roe’s Early Career
03:59 Upbringing and Family Life
06:01 Lessons from Roe’s Father
07:38 Influential Leaders
09:55 Transition to Healthcare
17:08 Building Vanguard Health System
20:29 Leading Martin Ventures
22:54 Evaluating Healthcare Leaders
24:06 Transitioning to Board Roles
25:09 Proudest Career Accomplishments
27:48 Mission Work and Service
29:59 Leadership Insights and Challenges
35:06 Lightning Round
37:51 Final Thoughts and Advice
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Aug 28, 2024
38 min

This week, host and Jarrard Inc. President Anne Hancock Toomey interviews Shlomit Schaal, MD, PhD, MHCM, of Houston Methodist. Dr. Schaal serves as Executive VP and Chief Physician Executive, Houston Methodist; President and Chief Executive Officer, Houston Methodist Physician Organization; Professor of Clinical Ophthalmology, Houston Methodist Academic Institute; and Professor of Clinical Ophthalmology, Weill Cornell College of Medicine.
Dr. Schaal is an accomplished ophthalmologist, retinal surgeon, researcher and executive, but her life and passions extend far beyond the lab and operating room. In this conversation, we hear about her inspiring journey from growing up as a child in Israel to moving to the United States. She describes how a young leader influenced her life immeasurably and how her trepidation around water turned into a first job as lifeguard and, ultimately, influenced her career.
The conversation dives into her transformative role leading the UMass Chan Medical School Department of Ophthalmology and Visual Sciences (read the case study here), and her current focus on physician well-being at Houston Methodist.
Dr. Schaal also emphasizes the importance of role models, mentorship, and intentional investment in professional development, offering insightful advice for aspiring women leaders in healthcare.
02:35 – Growing up in Israel
05:09 – First job as a lifeguard and early influential leader
08:11 – Journey into Medicine and Ophthalmology
10:56 – Moving to the United States
14:19 – Turning Around UMass Ophthalmology Department
22:56 – Transition to Houston Methodist
25:23 – Focusing on Physician Wellbeing
29:39 – Elevating Women in Healthcare Leadership
34:06 – Balancing Career and Personal Life
36:18 – Characteristics of Effective Leaders
40:05 – Lightning Round and Closing Thoughts
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Aug 14, 2024
43 min

Today, host and Jarrard Inc President Anne Hancock Toomey chats with Bill Southwick, the "Physician Whisperer" and a titan in healthcare leadership. Southwick dives into his 25-year journey of turning struggling companies into success stories, highlighting his recent triumph in transforming Querm into QualDerm.
He underscores the power of relationship-building, culture and leadership in driving success. Southwick also shares vibrant anecdotes from his upbringing in Shelter Island, New York, his early days in financial planning and his pivotal shift into healthcare.
Get ready for sharp insights on effective leadership, emotional intelligence and the importance of transparency and trust. Southwick also discusses balancing a high-intensity career with family life, and his dedication to mentoring future leaders. Tune in for an episode packed with actionable takeaways on leadership, resilience and personal growth.
02:41 Early Life
04:12 Lessons from Competitive Golf
05:59 Influential Figures
07:51 Transition to Healthcare
10:10 Building and Transforming Healthcare Companies
13:49 Challenges and Successes at ReDoc
16:09 Return to Physician Practice Management
21:13 Physician Whisperer Reputation
23:26 Proud Moments and Leadership Reflections
24:45 Learning from Mistakes
27:23 Traits of Effective Leaders
32:14 Balancing Work and Life
36:27 Lightning Round
38:03 Final Thoughts on Authentic Leadership
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Jul 31, 2024
39 min

Join host Anne Hancock Toomey as she sits down with Sheri Shapiro, Senior Executive Vice President and Chief Strategy Officer of CommonSpirit Health. Shapiro shares her impressive journey from learning customer service and breaking bad news at a dry cleaner, to healthcare consulting to leadership roles at organizations like Trinity Health and CommonSpirit Health. Throughout the conversation, Shapiro comes back to the foundational ideas of authentic leadership, effective communication and empathetic management. She also delves into her experiences outside healthcare, including pharma (Pfizer) and automotive (Ford Motor Company), and the lessons in branding, marketing and consumer-centric thinking learned along the way. Shapiro opens up about balancing a demanding career with family life, offering insight into her personal challenges and triumphs. Oh, and her middle name is Grit. Tune in for an engaging conversation filled with valuable takeaways on leadership and personal growth.
01:26 Meeting Sherry Shapiro
02:14 Shapiro’s Emphasis on Authentic Leadership
03:22 Early Life and Career
04:15 First Job Lessons
05:30 The Power of Grit
06:37 Influential Leaders
08:39 Career Journey: Consulting to Healthcare
17:52 Transition to Trinity Health
21:18 Teamwork and Strategic Planning
22:58 Key Ingredients for Successful Change Management
25:54 Transition to CommonSpirit Health
28:36 Balancing Leadership and Family Life
34:13 Effective Leadership Traits
37:43 Lightning Round and Final Thoughts
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Jul 17, 2024
42 min

Join host Anne Hancock Toomey, president of Jarrard Inc., as she welcomes Chris Roth, President and CEO of St. Luke's Health System in Idaho, to the podcast. In this engaging conversation, Roth reflects on his 17-year journey at St. Luke's. During his tenure, which encompassed multiple roles, St. Luke’s evolved from a two-hospital operation to an integrated health system with ten hospitals. Roth shares formative experiences, from watching his mother and her nursing school classmates practice injections on oranges, to his early days as a pharmacy technician. He describes key leadership lessons he’s learned along the way, and discusses the importance of culture, psychological safety, and authentic leadership. Roth also opens up about balancing family and professional life, the traits of effective leaders, and the significance of vulnerability in leadership.
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01:13 Overview of Chris Roth's Journey in Healthcare
02:04 Leadership and Authenticity
04:39 Chris Roth's Background and Early Influences
10:21 Joining St. Luke's and Career Progression through the Organization
13:47 Becoming CEO During a Pandemic
16:52 Leadership Philosophy and Challenges
23:38 A Critical Mistake in the Pharmacy
27:40 Creating a Culture of Accountability
29:27 Balancing Family and Career
32:45 Leadership Qualities and Challenges
36:29 Personal Habits and Lightning Round
40:16 Conclusion and Final Thoughts
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Jul 3, 2024
41 min

Join host Anne Hancock Toomey as she sits down with Pete November, CEO of Ochsner Health, on the inaugural episode of The Backstory podcast. Starting from his early days flipping burgers at Wendy’s, November went through undergrad and law school at the University of Kentucky – where one of his most formative leadership lessons occurred – and began his career as a healthcare attorney specializing in M&A. Moving from private practice to in-house roles, November rose through the ranks to eventually become CEO of Ochsner Health. In this candid conversation, he shares the pivotal moments, influential mentors and personal challenges that shaped his path.
November highlights the importance of authenticity, listening, team building and pursuing the ever-elusive work-life balance. He also dives into the leadership qualities that have guided him, the impact of his career on his family – and his family on his career – and…Saturday lunch.
Tune in for an inspiring episode and don’t forget to follow us on social @jarrardinc!
Episode highlights:
02:02 Intro and Overview
04:20 Origin Story
06:51 First Job
07:41 Education and Early Career
10:01 Transition to Legal Career
14:16 Going from Private Practice to In-House
24:01 Career at Ochsner Health
28:36 Work and Career in the Larger Context of Life
30:51 Effective Leadership and Flaws
33:44 Role of Faith
34:36 Lightning Round
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Jun 20, 2024
38 min

Welcome to The Backstory, with Anne Hancock Toomey, president and founding partner of Jarrard Inc. For nearly two decades, Jarrard – one of the nation’s top communications consulting firms for healthcare – has partnered with thousands of leaders across the country who are striving to make healthcare better every day.
But this isn't a podcast about healthcare, or politics or even communications. It's about authentic leadership.
The Backstory is about demystifying respected leaders who've had a lot of success along the way because of the kind of leaders they've chosen to be.
Each person Anne interviews is visionary, of course. They’re smart as hell, and they’re fierce about their business and their mission. They're also humble, kind and create the kind of environments in which people can thrive. They're not perfect. But they are real. And it’s the combination of those two things that makes each one of them great.
In every episode, Anne’s guest digs into who they are, where they come from and what's influenced them to be the person and the leader that they are today.
Which raises the question: Just who are these guests? We won't spill everything, but her first conversations include Pete November, CEO of Ochsner Health; Chris Roth, CEO of St. Luke’s Health System in Idaho and Sheri Shapiro, chief strategy officer of CommonSpirit Health.
Pull up a virtual chair and join us in these intimate, compelling conversations starting later this month. We’ll be dropping episodes on a biweekly basis, so be sure to subscribe in Apple Podcasts or Spotify.
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Jun 12, 2024
2 min

Karin Jeffers, CEO of Clinical & Support Options (CSO), discusses the founding of CSO in 1955 and the organization's mission to provide mental health services to families across Western Massachusetts. She highlights the evolution of behavioral health care and the progress made in reducing stigma, particularly during the COVID-19 pandemic. Jeffers also discusses the unique challenges and opportunities in Western Massachusetts, including the need for collaboration and recruitment of staff. She emphasizes the importance of integrating behavioral health care and the transition to value-based care. Jeffers shares insights on implementing change, the role of Certified Community Behavioral Health Centers, and the need for closing the gap in salaries and funding between mental health and medical care.
Key Takeaways
Clinical & Support Options (CSO) was founded in 1955 to address the mental health needs of families in Franklin County.
The COVID-19 pandemic has helped reduce stigma around mental health and increased willingness to seek help.
Collaboration and recruitment of staff are ongoing challenges in providing behavioral health care in Western Massachusetts.
Integration of behavioral health care and the transition to value-based care are important for improving outcomes.
Closing the gap in salaries and funding is crucial to recognizing the value of behavioral health care.
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May 1, 2024
21 min

Dan Beuerlein is a managing director at Brentwood Capital, where he advises health services companies on M&A and capital raises. While his expertise extends across sectors, he has a particular focus on autism services, women's health and fertility, and outpatient surgery. Here, Beuerlein and Jarrard Vice President Ellis Metz talk about the state of the capital markets today, the work PE and other investors need to do to better tell the story of their work and value in healthcare, and their perspective on Jarrard's recent national consumer survey on private equity and post-acute care.
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Apr 10, 2024
24 min
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