Jeremy Schwach —
Two themes run deep with Jeremy: his team-building magnetism and his drive to reinvent himself. He primed his entrepreneurial tendencies founding and running a profitable student transportation company in college. Jeremy’s six years at Epic included managing Epic’s third party relationships and running large multi-hospital implementations. He deepened his healthcare IT client sensibility in a leadership role in a large health system before Bluetree’s founders tapped him in early 2013 to help grow the company from three to over two hundred team members. Jeremy has an eye for opportunity, a mind that makes sense out of complexity, and a light-hearted affability that brings out the best in people.
Vice President, Client Service
John Evans —
The trailblazing leader of Bluetree’s Client Service team, John works with a high degree of urgency and personal accountability. Big-hearted and well-attuned, “Jevans” is committed to doing what’s best for his clients and his teammates. Grounded in his understanding of life across the healthcare IT spectrum, John has career experience as an implementation leader at Epic (seven years), revenue cycle consultant, and in a director-level role at NYU Langone before joining Bluetree in 2013.
Vice President, Talent + Advocacy
Karly Segal —
Big-hearted and deep-thinking, Karly dedicates her energies to making sure Bluetree is a place of meaningful growth. She’s constantly in learning mode as the architect of our approach to talent development and uses her problem-solving skills to put people in positions to thrive while doing what they love. In her five years at Epic, Karly managed large-scale outpatient implementations, led MyChart adoption efforts, and facilitated the design and initial deployment of the Epic e-visits workflow. Seeking some Colorado sunshine, she worked as a project manager at Aventura before joining Bluetree’s leadership team in 2013.
Vice President, Solutions
Wayne Achterberg —
Likely a football coach in a previous life, the fiercely-motivated Wayne builds high-performance teams by leading from the front. Wayne joined Epic early on and took part in its rapid growth and transformation leading large-scale implementations and managing executive relationships for 13 years. After three years as COO of IT at Mercy Health-Cincinnati, Wayne joined Bluetree in 2015 to lead our Growth and Strategy team. You’ll find him with a Red Bull in hand, digging into complexity to help clients solve problems in a self-sustaining way.
Vice President, Operations
John Flannery —
Nearly everyone at Bluetree has been “Flanned,” an endearing term for an instance of John stamping some consistent process on a day-to-day workflow. Since 2013, John leads Bluetree operations, ensuring structured efficiency and strategic scaling for continued growth. Thoughtfully methodical, John is a Bluetree MVP, highly valued for his steady way of shoring up Blueleaves. John previously worked at Epic as a Project Manager and proficiently maintains just about as many Epic certifications as there are stars in the sky (15).
Chief of Staff
Caleb Campbell —
Big-hearted and astutely attentive, Caleb is a classic servant leader who elicits strong performance with a contagious positivity. Caleb spent 11 years as an acting director and minister for non-profit groups and churches, with a focus on revitalizing struggling and fractured organizations. Before joining Bluetree, Caleb also spent time as a project director at Epic then as a leadership consultant for several Epic clients. Caleb moonlights as a professional motivational speaker and has spoken at over 200 corporate, healthcare, and community events across the country and around the world.
Director, Physician Services
Stephen Beck, MD
Stephen Beck, MD —
Quick with an answer yet calm in his demeanor, Stephen adds an unmatched amount of operational know-how to Bluetree’s Solutions team. Most recently the CMIO at Mercy Health in Cincinnati, Stephen is as knowledgeable as they come in mapping system capabilities to Epic functionality. An Internal Medicine physician, a recognized public speaker, and an active member in the HIMSS community, Stephen has worked with Epic for more than 20 years and is an expert in engaging executives and clinicians through innovative process redesign. When not hiking with a camera in hand or reading up on the latest in HIE, telehealth, or population health, you’ll find him intimately and gracefully identifying operational inefficiencies with everyone from the C-suite to the physicians.
Director, Strategy & Growth
Corrin Condon —
Analytical and approachable, Corrin is growth-oriented when it comes to people and organizations. Corrin launched her upward trajectory at Epic as an HR intern and designed and project managed her way to become an Implementation Director for a large healthcare organization. Corrin listens well and intuitively identifies with the wide and complicated purview of today’s healthcare executives. She’s a skillful critical thinker with high emotional intelligence, making her a trustworthy confidante for leaders navigating growth phases. Corrin leads Bluetree’s Strategy & Growth and engenders teamwork the same way she partners with executives: “let’s figure it out together.”
Michael Esterl —
Deeply motivated and always looking for a new challenge, Michael joins Bluetree after excelling in multiple Epic roles in his already illustrious career. Leading large, complex projects is like clockwork for this workflow wizard, who most recently was the VP of Epic at Mercy Health in Cincinnati. In his Epic days, Michael led implementations for some of the most complex, integrated projects in the company's history through his "never good enough" mentality and his affinity for solving integrated problems. Today, this Evergreen, Coloradan is a member of our Executive Strategy team and assists healthcare IT leaders navigate the technical and political structures involved in software installations and optimization efforts.
Director, Training Services
Katie Freeman —
Professionally poised and personally invested, Katie’s sweet spots are sharing knowledge and baking. At Epic, she flourished as a training project manager and application trainer and where she received their “Jim Henson award” for clever problem solving and new process/tool creation. As our education ninja, Katie partners with clients to identify creative and flexible solutions, and she is largely responsible for Bluetree’s reputation for stellar training. Katie has a knack for capitalizing on team strengths to design training programs that scale across many platforms. Katie’s degrees in education and library science complement her experience in planning, strategy, environment building, and trainer development as she continues to find new ways to deliver the right training at the right time.
Director, Remote Solutions
Jen Gentry —
Jen’s commitment level to her team members yields one thing: it ensures it constantly operates like a well-oiled machine. The architect behind developing and managing Bluetree’s Canopy Remote Services team, Jen is one of the busiest Blueleaves in the land but manages to consistently keep an ear-to-ear grin on her face. With Epic experience ranging back to her high school days—and then as an Instructional Designer, an Analyst, a Project Manager and a consultant—Jen finds creative ways to provide high-quality support to our clients in cost-effective ways.
Director, Client Service
Raychel Haberer —
Raychel is a spark plug that only plays an ‘A’ game and draws out the best in those around her. A skilled process person who thrives in problem-solving mode, Raychel spent six years at Epic managing complex implementations and played a key role in developing standard processes. She then managed mergers and implementations as an FTE at a large academic organization and did a bit of consulting before joining Bluetree in 2015. You’ll find her in high-speed action, gracefully getting more done in a day than most do in a month.
Director, Client Service
Monica Hurst —
One of our first consultants, Monica returned to Bluetree as a Client Service Director in 2017, approaching her work collaboratively with just the right amount of ingenuity. Deeply committed and a natural leader, Monica grew up as a Project Manager at Epic and led revenue cycle implementations at various health systems across the country. She most recently worked in a leadership position at Cedars-Sinai Medical Center in LA, where she was responsible for the strategic planning, staffing, and execution of major organizational initiatives such as population health, patient engagement, and Epic application implementations. When not bringing out the best in her clients and guiding them through how they should approach their next strategic endeavors, you’ll most likely find Monica in Italy, Cuba, New Zealand, or other exotic locations around the globe.
Director, Client Service
Emily Jacobsen —
Results driven and an outside-the-box thinker, Emily has never developed the same solution twice but still manages to achieve those highly sought-after outcomes. Level-headed and even keeled, Emily is a former Epic Project Director with over 10 years of experience. In-depth system knowledge, understanding of numerous Epic applications (both clinical and non-clinical), and extensive implementation knowledge across integrated systems makes Emily a trusted go-to on Bluetree’s Client Service team. Most recently an FTE at a pair of large Epic organizations in the Pacific Northwest, this Seattleite’s definition of success means clear, open communication with all project stakeholders.
Director, Client Service
Justin Jozwik —
A natural people developer, Justin is astutely attentive and works with a great balance of practical and aspirational thinking. He keeps his sleeves rolled up to tackle the details that make the difference so nothing gets stale on his to-do list. Justin is quick to identify growth opportunities and driven to catapult projects from ideation to polished outcomes. In his eight years with Epic, he co-founded Epic’s Training Project Management team and worked with over 40 Epic clients to ensure their end-user training programs were top-notch. He joined Bluetree in 2014 and we count on him as a mentor, leader, and go-getter.
Emily Kosmerl —
Engaging and approachable, Emily keeps the Talent team running smoothly under her watch and is a natural challenger and grower. Previously a sales manager and data analyst, Emily came to Bluetree in 2015 and has transformed the way the entire Talent division approaches, executes, and excels in their day-to-day workflows. Emily defines efficiency and loves solving “the puzzle of people” in her recruiting efforts by finding common ground with consultants in every corner of our diverse, expanding talent pool.
Director, Client Service
Katie Peppler —
Full of zest and quick with a smile that lights up not one, but two rooms, Katie's bread and butter lies in her ability to unite and carefully weave a results-driven environment into a team's culture. Successfully groomed during her four years as an Implementation Coordinator and Team Lead at Epic, Katie is an organizational change and workflow visionary who does whatever it takes to find the bright side. As is the case with the rest of Bluetree, Katie takes the time to listen and easily picks up on the undertones of how her clients approach their work. Joining Bluetree after multiple stints in consulting roles and managing Revenue Cycle and Interoperability teams as an FTE, Katie has hit the ground running with the rest of her Client Service counterparts and calls our Denver office home.
Growth Strategy Lead
Jeanne Pomi —
Genuinely trustworthy and an expert active listener, Jeanne’s understanding of Epic workflow and health care transformation was molded during her 18 years at Renown Health in Reno, NV prior to joining Bluetree. Now as our growth strategy whiz, Jeanne assists clients with planning and navigating the complex opportunities that most healthcare organizations inevitably face. Jeanne’s experience at Renown Health ranged from web development in her early days and morphed into a director-level role encompassing all IT applications at Renown as well as their affiliated partners. Jeanne joined Bluetree in 2016.
Kelly Suhr —
Hearing about the professional development and personal fulfillment and development of Blueleaves from coast to coast is music to Kelly’s ears. A former corporate trainer at Epic, Kelly finds the energy of those around her a more than adequate caffeine substitute. Her interest in bringing out the best in people makes her well-suited to lead Bluetree’s Advocacy team, our unique group that is dedicated to ensuring that Ground Team members are well-positioned, strongly supported and adequately trained. Kelly’s passion for all things Bluetree and healthcare IT is rivaled by no one.
Pavel Tseytlovskiy —
Deeply analytical and memorably engaging, Pavel brings a unique background in operations research engineering to Bluetree’s Solutions team. Pavel has broad technical experience in finance, software development, reporting and data analysis in Epic client settings. Naturally curious, he’s quick to adopt new technology and figure out creative ways to yield actionable business intelligence. When not queuing up operationalized solutions for Bluetree’s clients, Pavel can be found at home in San Diego sporting clothes from his signature retro (and wacky) t-shirt collection or practicing for his impending standup comedy career.
Director, Revenue Cycle Solutions
David Unger —
Clear-headed and savvy about both the operational and financial sides of healthcare IT, David is a revenue cycle guru. David’s implementation experiences at Epic prepared him to work side-by-side with customers to optimize their revenue cycle systems and achieve their financial goals. He’s motivated to understand how data flows in and out of systems and identify the root causes of issues that impair data-driven decision-making. As a leader on our Solutions team, David helps ensure consistency across Bluetree engagements and focuses on sharing industry best practices. His expertise in both hospital billing and professional building serve him well in creating efficiencies to compress revenue cycles, but it’s his problem solving and energy that clients love most.
board of directors
Co-Founder & Member, Board of Directors
Ted Gurman —
Ted is the consummate "connector" with a genuine interest in fostering a work environment that promotes optimal well-being and output – an environment characterized by flexibility, autonomy, and collaboration. He is considered by his peers to be the "unofficial mayor of Madison" and moved through diverse circles from coaching sports, to teaching Spanish, to implementing software at Epic in his pre-Bluetree life. During his four-year tenure as President & Minister of Happiness, Ted helped Bluetree grow to a thriving company of over 200 employees (affectionately dubbed “Blueleaves”) and credits the organization's success in large part to the team’s palpable sense of family and community. With his Minister of Happiness hat on, Ted spearheaded key cultural initiatives within the company, including wellness and philanthropy programs. Now as a Director, his hope for Blueleaves remains the same – that they continue to contribute their unique skills to the greater mission of Bluetree and love doing so. Beyond the walls of Bluetree, Ted’s focus is to not only find the secret ingredients for holistic wellness, but to share the recipe with the world.
Chairman, Board of Directors
Ken Bloem —
Ken Bloem's career spans four decades and three healthcare sectors: international public health, hospitals, and business. During his public health career, he was a member of the successful WHO global smallpox eradication program, with postings in eastern Congo and in Bangladesh. His hospital leadership positions included CEO at Stanford University Hospital, CEO of Georgetown University Medical Center, and COO/EVP of University of Chicago Hospitals. His business record includes being CEO of the Advisory Board Company, Chairman/ CEO of MedDirect, and participation in a number of health company boards. Ken is currently a director of Joint Commission Resources/ JC International. He is a graduate of Calvin College and of Harvard School of Public Health. He and his wife live in northern Michigan.
Member, Board of Directors
Tom Bres —
Tom Bres is senior vice president and chief administrative officer for Sparrow Health System. After joining Sparrow in 2008 as the chief information officer, he led an aggressive transformation of information technology. Currently, as a direct result of the EHR implementation, more than 42,000 Patients in Mid-Michigan now regularly access their medical records through this technology. As a founding board member of Great Lakes Health Information Exchange - now Great Lakes Health Connect, where he is also chairman of the board - Tom is a leader in population health management. Great Lakes Health Connect is one of the nation's largest providers of health information exchange, allowing hospitals, physicians, and other medical professionals to quickly and securely share health records. Prior to Sparrow, Tom spent 19 years with IBM, primarily in software sales and marketing executive roles. His last position with IBM was as the business unit executive for their Great Lakes Software Group, a $340 million dollar, multi-brand component of IBM's software business. Tom earned his Bachelor of Arts degree in Economics and Management from Albion College in Albion, Mich. He grew up in Grand Rapids, Mich., and currently lives in East Lansing with his wife, Lisa, and their four children.
Member, Board of Directors
Steve Hess —
Steve Hess has been working in the Healthcare IT field for over 24 years. Steve was named the Chief Information Officer of University of Colorado Health (UCHealth) in 2012. UCHealth is a Colorado-based healthcare system that includes five hospitals and hundreds of clinics throughout Colorado, Wyoming and Western Nebraska. Steve and his team have been focused on implementing consolidated and standardized IT systems across all of the UCHealth hospitals and clinics, including an Epic EHR and Lawson ERP solution. Steve was previously the CIO of University of Colorado Hospital from 2009 to 2012 where he oversaw the implementation of the Epic EMR and Lawson ERP solutions there. Prior to that, Steve was the CIO at Christiana Care Health System in Delaware for 5 years. In addition to the EMR and ERP background, Steve has extensive experience with Health Information Exchange, Interactive Patient Care Systems, Patient Portals, Analytics and Telehealth.
Member, Board of Directors
Kay Plantes —
Dr. Kay Plantes, who holds a Ph.D. in Economics from MIT, advises clients on strategy, culture, leadership, strategic processes, structure, and change management. Kay has worked with CEOs, boards, partners, and C-Suite leaders across many economic sectors and industries, including IT, professional service organizations higher education, manufacturing, healthcare, state government and non-profits. In addition to her 26 years leading Plantes Company, Kay has worked with IBM (Senior Managing Consultant), The State of Wisconsin Department of Development (Chief Economist and Director of Policy Development) and Ohmeda, a global medical equipment company, now owned by GE (Director of Strategy and Development, Director of Marketing). Dr. Plantes serves on the board of Joint Commission Resources, a global subsidiary of The Joint Commission. JCR provides Joint Commission accreditation to non-US healthcare organizations and consults with healthcare organizations globally to improve the quality and value of healthcare. She played a key role in establishing the Anesthesia Patient Safety Commission, recognized by the US National Institutes of Health as the model for improving quality of care in a medical specialty.
Member, Board of Directors
Stuart James —
Mr. James is a technology executive with over 20 years experience focused on the Healthcare industry. His expertise includes strategic planning, selection and implementation of all technology necessary to support a healthcare enterprise. He has been particularly successful at delivering electronic health records (EHRs) to support and enable the efficient delivery of high-quality patient care. Mr. James currently serves as the Regional Chief Information Officer of a large health system in California. He was previously the CIO for Vidant Health (Formerly University Health Systems of Eastern Carolina, UHS), a ten hospital health system with revenues of over $1.5 billion. In these roles, he was responsible for supporting inpatient, ambulatory, home health, hospice and wellness entities. Before being appointed CIO, he served as Vice President of Information Systems and as Administrator for Applications Management at UHS. Mr. James has been responsible for implementing a fully integrated electronic health record for Vidant's facilities. He also led efforts to create a regional electronic record by extending Vidant's EHR to non-Vidant providers in eastern North Carolina. Today this EHR contains more than 1.4 million patient records across six of Vidant's hospitals and dozens of physician practices. To summarize his strategy, he often says "one patient, one chart" and "the information must always move faster than the patient does." Mr. James has led initiatives to comply with various Federal and CMS requirements including, but not limited to, HIPAA, Meaningful Use and the Patient Protection and Affordable Care ACT (PPACA). In 2009, Mr. James was appointed by Governor Perdue to serve as Chair of the North Carolina Health Information Technology Collaborative. He also serves as an IT Consultant for the National Medical Association on matters related to health information technology (HIT). Prior to Vidant, Mr. James worked at Comanche County Memorial Hospital (CCMH) and Southwestern Medical Center (SWMC), both in Lawton, Oklahoma. At CCMH, he was responsible for all data center, infrastructure and helpdesk functions. At SWMC, he directed the Information Services department and successfully managed the institution's first electronic medical record system implementation.
Co-Founder & Member, Board of Directors
Reggie Luedtke —
Reggie is a biomedical engineer with a relentless desire to solve the core of a problem rather than simply relieving its symptoms. During his tenure at Epic, he developed a structure which shifted the company's focus from functionality to user workflows. The model he developed improved collaboration and specialization while also providing an alternate growth path for implementers. In his subsequent career at CUNA Mutual, Reggie codified current processes and created a system that allowed individual underwriter performance to be objectively known and linked to the achievement of broader product goals. Reggie believes in creating transparent, all-win systems which unblock human potential. His unwavering optimism is infused in every challenge he undertakes.
Member, Board of Directors
Tom Mack —
Senior executive with over 25 years' experience leading and managing companies. Direct experience in navigating companies through financial shortfalls, leading continuous improvements in business operations from back office accounting to production, creating strong vendor and client partnerships, and developing successful go to market strategies. Tom has a diversity of experience in proactively leading and managing technology start-ups, private IT firms, engineering firms, and large corporations through periods of transformational change to increased growth and profitability. Tom currently is the Vice President of Finance & Operations for WholeTrees, LLC, an early stage development company opening up a new green market in commercial sustainable structural building products. He previously served in roles as COO of Symphony Corporation, a national healthcare IT consulting firm; Vice President of Enterprise Solutions for PDS, a national IBM & HP IT partner; and COO of Vierbicher Associates, a regional planning and engineering firm. Tom has both BS and MS degrees from the University of Wisconsin – Madison.
Through listening we show that we put people first. We learn about your evolving challenges, then tailor our work to help you thrive personally, professionally, and organizationally.
We are equal parts learners and educators who love to solve problems and share insights. We draw from our network of experts to create the right solution for any challenge.
Our people tap into the value of team. We work shoulder-to-shoulder, coming together to do great work. We celebrate our unique strengths and the diversity of talent within our network.
We partner with you to cultivate quality, trust, and long-term success.
We set the bar high. Quality first, quality always.
Our founders are Epic veterans from Madison, WI who set out to help health systems access the highest quality Epic experts, and to help those experts zero in on their ideal position. From the beginning, they were all about the win-win. They recognized that a number of their most talented peers felt the same, and thus Bluetree Network was born. Originally founded as a “match.com for independent consultants” with a goal of automating the client-expert interaction from start to finish, we soon discovered that there was real value – both to the expert and the client – in building a cohesive, collaborative team to solve health systems’ biggest challenges. Today, the platform functions as a valuable tool for quickly and effectively matching people to projects.
We originally called ourselves a “network” because we envisioned our technology becoming a hub for information exchange and idea generation in the healthcare IT world. However, in short order it became clear that our “real life” network was where the greatest potential lay; through our strong relationships, we were able to identify exceptional talent and collaborate to bring tremendous value to our clients. To date, we've helped healthcare organizations across the country grow by solving a variety of challenges, ranging from staffing and support, to training and mentoring, to solving strategic problems. The way we work is organic, client-driven, and committed to bring clients enduring value. Some call that refreshing. To us it's the norm.