Health System Earnings, Divestitures, and Strategic Shifts to Watch with Alan Condon

In this episode, Erin Henderson Moore, President and CEO of Fidelis Care of New Jersey, shares how the plan is navigating Medicaid uncertainty through integration, member engagement, and upstream investment in behavioral health, housing, and LTSS. She discusses why data sharing, outcome based accountability, and enabling people to age at home will shape the next decade of government sponsored care.

In this episode, Andy Mueller, MD, Chief Executive Officer of MaineHealth, shares how the system is rethinking primary care through capitated models, improving access and affordability, and guiding care teams through change while balancing growth, quality, and financial sustainability.

This episode, recorded live at the Becker’s 13th Annual CEO + CFO Roundtable, features Dr. Shondra Williams, President & Chief Executive Officer at InclusivCare, as she shares how her organization is navigating Medicaid uncertainty, financial pressure, and patient access challenges. Dr. Williams also discusses leadership, culture, and the role of technology and AI in strengthening community health centers heading into 2026.In collaboration with R1.

In this episode, Jakob Emerson, Associate News Director at Becker’s Healthcare, joins Scott Becker to break down a brutal week for payers, marked by plunging stocks, Medicare Advantage rate pressure, and intense congressional scrutiny.

In this episode, Scott Becker breaks down UnitedHealthcare’s sharp stock drop, strong recent earnings, and troubling signals including projected revenue decline, rising medical loss ratios, and shrinking Medicare and Medicaid enrollment.

As technology continues to redefine healthcare delivery, the role of the CMIO is expanding beyond data and systems, and into the heart of change management. From overseeing new rollouts and system upgrades to preparing clinicians for continual transformation, CMIOs and their teams are now tasked with orchestrating how organizations learn, adapt, and thrive in a digital-first environment. Increasingly, success depends not just on implementation, but on how well clinicians are supported before, during, and long after technology goes live.In this episode, Dr. Bryan Jarabek, Chief Medical Information Officer at M Health Fairview, joins Dr. Stephanie Lahr, Chief Medical Officer at uPerform, to explore how health systems can better navigate this era of rapid change. Together, they’ll discuss how innovation, AI, and well-structured education programs are helping organizations move beyond reactive education to proactive, scalable change enablement. Hear how leading health systems are redefining their approach to health IT education – creating structured training teams, unifying education across mission-critical applications, and leveraging just-in-time learning to empower their people to keep pace with technology.As healthcare organizations look ahead to the next phase of digital transformation, this conversation will inspireIT leaders, CMIOs, and educators to rethink how they structure their training organizations to deliver lasting impact.Views expressed are those of the speakers and do not constitute product endorsements.This episode is sponsored by uPerform.

In this episode, Linda Hines, Virginia’s Medicaid Market President at Humana, shares how school based partnerships are improving access to youth behavioral health services, especially in rural communities. She discusses workforce development, measurable outcomes, and why listening to families, providers, and youth is critical to long term success.

In this episode, Timothy Seay-Morrison, Senior Vice President of Service Lines and Chief of Ambulatory Care Operations at Stanford Health Care, joins the podcast to discuss expanding care delivery and identifying new growth opportunities across ambulatory services. He shares insights on building physician workforce resilience, navigating system-wide scale, and where healthcare organizations should focus in 2026 to drive sustainable, patient-centered growth.

In this episode, K. Nadeem Ahmed, MD, FACHDM, Chief Medical Information Officer at The Valley Health System, joins the podcast to discuss modernizing clinical technology governance and the importance of safely adopting AI in healthcare. He shares insights on balancing innovation with responsibility, addressing clinician burnout, and building systems that support both providers and patients as digital transformation accelerates.

In this episode, Alan Condon, Editor in Chief at Becker’s Healthcare, joins Scott Becker to discuss major health system earnings, including HCA’s strong financial performance, along with ongoing divestitures and turnaround strategies at Community Health Systems, CommonSpirit, Providence, and other large systems.