Skyrocket Your Patient Acquisition Strategy
Our 2024 Speakers
About Scaling Up
Scaling Up 2024 is your launchpad for exploring the latest ideas and tactics to propel your patient acquisition strategies and achieve measurable business outcomes.
WHAT YOU’LL LEARN:
- Data-driven performance marketing for new patient acquisition
- How to optimize your media mix
- Reaching the right consumers with HIPAA-compliant audience targeting
- SEO & organic growth tactics
- Measuring impact & determining marketing ROI
Key Takeaways & Actionable Tips for 2025
Scaling Up isn’t just another healthcare marketing event—it’s the playbook for tackling the industry’s biggest challenges. From cracking the code on ROI and reaching elusive patient audiences to solving low patient volumes, this year’s sessions delivered the insider strategies you need to stay ahead.
Who You'll Learn From
Hear From Last Year's Attendees
Learn From Healthcare Marketing Heavyweights!
Solutions to Healthcare's Biggest Challenges
2024 Scaling Up Schedule
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Get an exclusive look at how top executives are shaping the future of healthcare marketing in 2025. From navigating economic shifts and changing consumer behavior to thriving in competitive markets, they’ll reveal where they’re investing budgets and share strategies for scaling marketing efficiently. Learn what trends they see on the horizon and how to meet consumers at every step of their healthcare journey.
Speakers
Matthew Fitzgerald
Chief Marketing Officer
Tend
Chris Pace
Senior Director of Digital Marketing
Banner Health
Ryan Torresan
Chief Marketing Officer
Peak Dental Services
Mari Considine
Chief Marketing Officer / Chief Development Officer
Acenda Integrated Health
Today’s consumers are digitally savvy and expect a seamless online experience. A poor digital front door can quickly drive potential customers back to the search engine—and to your competitors. This session will teach you how to design a digital presence that builds trust, enhances credibility, and makes it easy for consumers to find the information they need to book an appointment.
What You’ll Learn:
- The common barriers that hurt conversion rates and how to overcome them.
- How to communicate your brand story and USP.
- User experience (UX) best practices that improve conversion rates.
- Essential mobile considerations to ensure a seamless experience on any device.
Create a digital experience that not only attracts consumers but also keeps them engaged and coming back.
Speakers
Jean Zhang
Sr. Creative Director
Cardinal Digital Marketing
Unlock the full potential of your patient acquisition campaigns by harnessing both 1P (first-party) and 3P (third-party) data. This session will delve into five actionable methods to activate and integrate your data ensuring you reach qualified audiences and boost new patient bookings.
We’ll explore how to:
- Optimize 1P Data: Utilize your existing first-party data to enhance marketing strategies, from improving lead qualification to aligning campaigns with operational needs.
- Leverage Claims Data: Explore innovative ways to use claims data to refine targeting and strategy.
- Implement Payor Strategies: Find out how to target specific payor population.
- Enhance Provider Referral Campaigns: Learn what data sources enrich provider referral campaigns and how they can boost patient acquisition.
- Utilize MiQ for Audience Insights: Harness qualified third-party audiences in distribution channels powered by programmatic media platforms like MiQ. Audience and campaign learnings from MiQ can inform your omnichannel media strategy and organic search.
A data-driven approach enhances your entire patient acquisition strategy, delivering relevant content at the right moment to the right people.
Speakers
Alex Kemp
Sr. Director of Applied Analytics
Cardinal Digital Marketing
Join us for quick, 15-minute sessions where top healthcare marketing pros reveal the most common mistakes they see—and how to avoid them. Get actionable advice straight from the experts on what not to do, so you can skip the pitfalls and focus on what really works. Don’t miss these insider tips that could save your next campaign.
Speakers
Rithika Rajesh
Senior Director of Business Development
Cardinal Digital Marketing
Harness the power of business intelligence to transform your marketing and unlock new growth opportunities. This session tackles the unique challenges faced by marketers, including privacy restrictions, compliance requirements, and the complexities of managing disparate data silos across brands, service lines, and regions. Learn how to build a next-gen healthcare analytics tech stack, increase your marketing measurement maturity, and leverage AI for cutting-edge data analysis. With insights from industry experts, you’ll gain actionable strategies to turn data into meaningful decisions that drive your organization’s success.
Speakers
Ibrahim Albaba
Director of Growth & Strategy
CLS Health
Tom Stanton
Director of Marketing Analytics
Northwell Health
Clay Nickens
Vice President, Strategy & Growth
Action Behavior Centers
Andrew Chang
Chief Marketing Officer
UChicago Medicine
Leverage Local Services Ads (LSAs) to dominate more space on Google. Attract the right patients while avoiding common pitfalls. You’ll learn how to refine lead quality, prevent junk leads, and get the most out of your LSA campaigns. Plus, get practical tips and insights from ongoing tests across various healthcare verticals.
Speakers
Evan Ilgenfritz
VP of Paid Media
Cardinal Digital Marketing
For many, the journey to receiving proper care for endometriosis is long and fraught with misdiagnoses, often taking up to 10 years. In this session, learn how Theresa Porcaro will share how her patient journey inspired the creation of Worthy Warrior—a community platform designed to support endometriosis patients by giving them a space to share, connect, and advocate.
Theresa will share how mapping the patient journey helped Pelvic Rehabilitation Medicine reach patients earlier and connect them to care faster. She’ll also reveal how Worthy Warrior fosters relationships, normalizes experiences, and empowers patients to speak up, breaking down barriers that often prevent access to proper diagnosis and treatment.
Through the creation of Worthy Warrior, she’ll illustrate the power of community in nurturing and retaining patients—right from their initial search for answers to ongoing care. Plus, she’ll discuss how involving patients in the platform’s development ensured its authenticity, showing real patient stories instead of generic stock imagery, and creating a true “by patients, for patients” space.
Speakers
Theresa Porcaro
Senior Director of Marketing
Pelvic Rehabilitation Medicine
Discover how AI is transforming marketing and practice growth in healthcare with Patient Prism. In this session, they’ll dive into real-world pain points and proven strategies, showcasing how Peak Dental leveraged AI-powered call tracking to boost same-store growth. Learn the marketing tactics that made a measurable impact and take home actionable insights to fuel your own practice’s success.
Speakers
Amol Nirgudkar
CEO
Patient Prism
Ivan Stamenov
Operating Partner
Varsity Healthcare Partners
What do private equity firms expect from marketing? In this panel, two seasoned investors will dive into the latest trends fueling new patient acquisition and share the growth challenges their healthcare portfolio companies are tackling head-on. From building out high-performing marketing functions to aligning teams around shared KPIs, they’ll offer a behind-the-scenes look at how private equity and marketing can work together to achieve business growth. Expect actionable insights into the strategies driving success across their portfolio.
Speakers
Cody Lee
Principal, Peak Performance Group (Marketing)
Summit Partners
Adam Werder
Chief Marketing Officer
Shore Capital Partners
We’re digging into how your paid search campaigns might be hurting SEO performance. We’ll walk through a real-life case study where we discovered this problem, show how we fixed it, and share tips on how you can avoid the same issue. You’ll gain actionable strategies to avoid cannibalization, optimize your budget, and ensure paid and organic campaigns drive incremental value.
Speakers
Rob Sauter
VP of Owned and Earned Media
Cardinal Digital Marketing
Take your tracking beyond just form fills and phone calls. What happens after the lead is captured? Feeding that data back into ad platforms is essential for Google’s algorithm to fine-tune performance. But not all conversion actions are created equal. Which ones matter most? (Spoiler: it’s not a one-size-fits-all answer.) In this advanced session, you’ll learn how to measure deeper into the funnel, assign values to different conversion actions, and integrate these insights into your bidding strategy. This session is key for improving lead quality and driving better campaign outcomes.
Speakers
Dylan Youngs
Associate Media Director
Cardinal Digital Marketing
Learn how to stand out in the highly competitive behavioral health and addiction treatment space with targeted strategies for narrow ICP fits and complex buyers’ journeys. This session will cover key tactics for differentiating in dual-diagnosis, telehealth, and both in-patient and out-patient care. Discover the biggest growth challenges and top priorities for 2025 to ensure your marketing and investments stay ahead of the curve.
Speakers
Michael Midgette
Chief Growth Officer
Thriveworks
Colin Jeffries
Vice President of Marketing and Communications
BrightView
Kristin Garcia
Senior Manager, Acquisition and Retention
Eleanor Health
Patient Acquisition ROI is driven by an interdependent relationship between marketing, contact center/scheduler, provider, RCM, and recall. This interdependency is innate across all specialties, regardless of size.
The challenge in ROI optimization lies in correctly integrating these fragmented data sets and associated KPIs between these interdependent departments. This session will review the best practices of over $2B in annual patient revenue tied to actual ROI and the interdependent KPIs that drive success across these departments.
Learn how to integrate the key data sets, objectively measure the ROI dependencies, and improve the scale of your practice through relevant automation.
Speakers
Jason Tuschman
President & Co-Founder
Red Spot Interactive
The days of keyword stuffing are long gone. In this session, we’ll show you how to build a comprehensive SEO strategy that goes beyond keywords—show you how to build topical authority and create a full-funnel content strategy. Learn how to leverage the right mix of content types, optimize for both local and national audiences, and implement SEO tactics that elevate your site’s visibility.
Speakers
Abby Smith
Senior SEO Strategist
Cardinal Digital Marketing
Ralph Desmornes
SEO Manager
Cardinal Digital Marketing
Learn the secrets to achieving seamless alignment between marketing and operations. This session reveals how marketers and operations teams can collaborate effectively to drive business growth. Panelists will share ideas to help you align goals, capacity requirements, and ensure marketing budgets are spent where they’re most needed. Explore strategies for gaining buy-in for new initiatives and improving communication. Achieving this harmony will enhance the patient experience and highlight new growth opportunities.
Speakers
Allison Horn
Vice President of Marketing
Imagen Dental Partners
Erica McPeek
Director, Branding and Communications
Transformations Care Network
Sentari Minor
Chief of Staff / Head of Investor Relations
evolvedMD
Make Performance Max (PMAX) your secret weapon for smarter, more efficient campaigns. We’ll tackle the challenges head-on and give you practical, no-nonsense tips for testing new media placements and getting better results. Plus, you’ll learn how to turn PMAX into the perfect stepping stone toward full-funnel advertising, making sure your campaigns are all about reaching the right audience.
Speakers
Marc Apter
Associate Media Director
Cardinal Digital Marketing
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Explore the evolving role of social media in patient acquisition. You’ll learn where and how to reach today’s consumers using new social channels and tactics. Discover the power of content creation, from leveraging user-generated content and storytelling to engaging subject matter experts. Panelists will share innovative paid social strategies and the latest tactics for Meta and TikTok that’ll help you enhance lead quality through advanced targeting and deploying a full-funnel approach to guide users toward conversions.
Speakers
Bonnie Ward
Market Director, Marketing and Communications
CHI St. Vincent
Tracy Stemple
Vice President, Digital Marketing, Content and Growth
Schweiger Dermatology Group
Maria Harper
Marketing Director, Demand Generation
Southern Veterinary Partners
In this session, you’ll learn why it’s so important to optimize Google Ads for actual patient bookings instead of proxy metrics like calls or clicks.
Speakers
Charlie Winn
Co-Founder & Chief Revenue Officer
Liine
Discover how Media Mix Modeling (MMM) is transforming healthcare marketing strategies in the face of cookie depreciation, platform opacity, and HIPAA limitations restricting pixel usage. Learn how advancements in AI have made MMM accessible, providing healthcare marketers with actionable insights to optimize media mix, measure channel value, and inform strategic investment planning.
This session will introduce RevRx™, an investment mix modeling tool designed to guide annual planning, advise budget decisions, and map out the path to hyperscale. Find out how to leverage MMM to gain a competitive edge and ensure your marketing dollars are working harder than ever.
Attendees will learn how MMM can:
- Measure the incremental value of channels
- Optimize media mix for better ROI
- Provide clear budget recommendations
- Inform strategic growth decisions
Speakers
Rich Briddock
Chief Strategy Officer
Cardinal Digital Marketing
The advertising world isn’t static; different philosophies shape its evolution. With so many differing opinions and conflicting advice, it can be hard to know the best path forward. That’s why we’ve assembled a panel of media pros to go head-to-head in a lively debate. They’ll tackle hot topics like whether branded search is worth the investment, if PMAX lives up to the hype, and the effectiveness of paid social for lead generation. From account structure strategies to the real value of media channels, this session will get to the bottom of it all. Expect some sparks to fly as they hash out what really works in today’s complex media landscape.
Speakers
Rich Briddock
Chief Strategy Officer
Cardinal Digital Marketing
Evan Ilgenfritz
Vice President of Paid Media
Cardinal Digital Marketing
Alex Kemp
Sr. Director of Analytics
Cardinal Digital Marketing
Brandon Wilhelm
Group Media Director
Cardinal Digital Marketing
Discover the latest strategies to stand out in competitive dental markets. This session dives into effective approaches for increasing same-store growth, key trends to watch, and navigating a challenging economic climate. Learn how to reach the right consumers through innovative patient acquisition strategies.
Speakers
Chris Bird
Vice President of Marketing
Mosaic Dental Collective
John Pham
Sr. Director Digital Marketing & Operations
Pacific Dental Services
Jody Martin
Chief Marketing Officer
Smile Brands Inc.
Join us for a spook-tacular virtual bingo where you’ll search for hidden items throughout the event. Fill up your card, and if you find them all, you’ll win a $15 gift! Who doesn’t love a little extra treat while learning? Join in, have fun, and maybe even walk away with a prize.
This discussion will analyze the cost-effectiveness of two key strategies for increasing patient volume: traditional acquisition methods versus patient reactivation. We’ll explore the pros and cons of each approach, examine patient acquisition costs, and demonstrate how to track the return on investment (ROI) from marketing efforts. By comparing these strategies, healthcare providers can make informed decisions to optimize their marketing spend and maximize patient engagement.
Speakers
Greg Raeman
Account Executive
Brevium
Tight budget? Time to get creative. In this session, we’ll dive into creative strategies and grassroots marketing tactics that help you do more with less. Learn how to build and motivate a scrappy team, optimize your team structure, and implement innovative ideas that drive real results. Get inspired by examples of out-of-the-box thinking that turned challenges into successes, and discover how to cultivate a team willing to go the extra mile to achieve your marketing goals.
Speakers
Lori Mixon
Vice President of Marketing
Facial Aesthetics Inc.
Jacob DeMorris
Vice President of Marketing
Synergy Health Partners
In today’s complex marketing landscape, effective measurement is more crucial–and harder–than ever. Join Stacey Harrison, VP of Marketing at Inspire Aesthetics, as she explores the challenges of centralizing data across disparate brands, implementing the right technology, and achieving stakeholder alignment. Stacey will provide insights on how to overcome these hurdles to ensure that every marketing dollar spent delivers measurable results.
Stacey will explain why focusing on the metrics that truly drive growth is essential and how to measure them in a compliant and effective way. You’ll learn:
- The metrics that matter
- How to communicate results to the C-suite and stakeholders.
- Best practices for reporting within a multi-brand structure.
- Key marketing technology tools for actionable insights.
Without a solid measurement framework, you risk wasting your budget and missing your goals. Learn how to build a measurement strategy that drives growth.
Speakers
Stacey Harrison
Vice President of Marketing
Inspire Aesthetics
Learn how to optimize your paid social campaigns to sift out loser leads and focus on the ones that actually convert. No high-level fluff here—just actionable tactics and case studies to help you bring in better-quality leads and cut costs. Save your marketing budget by attracting the right healthcare consumers right off the bat.
Speakers
Ruchi Patel
Associate Media Director
Cardinal Digital Marketing
Join us for virtual speed networking, where you can connect with other marketing experts, CMOs, and fellow professionals. It’s a great chance to expand your circle, exchange ideas, and build valuable relationships. Don’t miss this opportunity to engage with some of the brightest minds in healthcare marketing.
The patient journey has evolved; it’s no longer linear or simple. Reaching patients and decision-makers now demands a cross-channel, integrated strategy. In this session, panelists will discuss how to align operations, patient experience, marketing, and data to create a unified approach that builds brand trust and reputation.
You’ll discover how to keep patients engaged through complex care pathways. Learn actionable strategies to enhance the patient experience, build trust with targeted content, and remove barriers to care, ultimately strengthening relationships and elevating your brand.
Speakers
Andrew Henderson
Director of Marketing Strategy
HCA Healthcare
Adrienne Woods
Director of Digital Engagement
Hackensack Meridian Health
Get direct access to Cardinal’s top media minds in this interactive AMA session. Whether you’re curious about full-funnel advertising, optimizing Google Ads account structures, bidding strategies, pacing budgets, or forecasting, now’s your chance to ask the experts. Bring your toughest paid media questions, and our team will provide actionable insights to help you elevate your campaigns. Don’t miss this opportunity to learn from the best and take your paid media strategy to the next level.
Speakers
Brandon Wilhelm
Group Media Director
Cardinal Digital Marketing
Evan Ilgenfritz
VP of Paid Media
Cardinal Digital Marketing
Marc Apter
Associate Media Director
Cardinal Digital Marketing
Ruchi Patel
Associate Media Director
Cardinal Digital Marketing
See Who Attended Last Year
In 2023, 78% of attendees worked at multi-site healthcare organizations and more than 50% of attendees were at the director level or higher. As an attendee, you’ll have the opportunity to engage with other influential leaders and decision-makers committed to revolutionizing healthcare marketing.
Who You'll Learn From
Cardinal Digital Marketing
Cardinal delivers patient-centric performance marketing strategies that yield lasting and measurable results for high-growth healthcare groups.
We advise some of the most recognizable leaders in healthcare, like LifeStance Health, ATI Physical Therapy, Water’s Edge Dermatology, Greater Good Health, and many more, to deliver patient acquisition solutions that ignite growth. Every day.
As a Google Premier Partner, Best Places to Work, and an Inc. 5000 Agency, our team of marketing experts and creative pros leverage the latest insights, technology, and real-time analytics to stay ahead of the trends and deliver a serious return on your investment. At Cardinal, we develop highly targeted strategies that increase patient volume, improve brand equity, and drive revenue. Scaling healthcare groups is our superpower!