AGENDA
Curate Your Elevate 2026
Kipu Customer Conference Experience
wednesday, april 22, 2026
8:30 AM - 1:00 PM
The kipu cup golf tournament
Executive
Wednesday, April 22, 2026
La Costa North Course
1:00 PM - 5:00 PM
Elevate Registration Opens
All Tracks
Wednesday, April 22, 2026
Costa De La Luna Foyer
5:15 PM - 5:20 PM
ceo welcome & unveil: the helix experience with carina edwards
All Tracks
Wednesday, April 22, 2026
Luna Lawn
5:30 PM - 6:30 PM
Welcome dinner
All Tracks
Wednesday, April 22, 2026
Luna Lawn
6:15 PM - 6:30 PM
The Kipu cup golf tournament winners
All Tracks
Wednesday, April 22, 2026
Luna Lawn
7:00 PM - 9:00 PM
west coast wind down
All Tracks
Wednesday, April 22, 2026
Bar Traza Firepits
thursday, april 23, 2026
7:00 AM - 8:00 AM
OPEN MEETING
All Tracks
Thursday, April 23, 2026
Azalea Room
8:00 AM - 9:00 AM
Breakfast with The Kipu Helix Experience & Advisor Bar
All Tracks
Thursday, April 23, 2026
Costa De La Luna Lawn & Foyer
9:15 AM - 9:30 AM
welcome & keynote introduction
All Tracks
Thursday, April 23, 2026
Luna Ballrooms 4-5-6-7
9:30 AM - 11:00 AM
elevate keynote with frankie russo
All Tracks
Thursday, April 23, 2026
Luna Ballrooms 4-5-6-7
11:00 AM - 11:30 AM
NETWORKING BREAK
All Tracks
Thursday, April 23, 2026
Costa De La Luna Foyer
11:30 AM - 12:15 PM
executive session one
Growth Operating System: Scaling Your Business and Integrating M&A with the Right Tech Stack
Executive
Thursday, April 23, 2026
Luna Ballrooms 4-5-6-7
Featured Speakers
Moderator:
Carina Edwards, CEO, Kipu Health
Panelist:
Marco Merida, President, Guardian Recovery
Panelist:
Glenn Hadley, CGO, California Healing Centers
11:30 AM - 12:15 PM
Super Admin Session One
Kipu EMR Optimization Workshop (Tips and Tricks)
Super Admin
Thursday, April 23, 2026
Luna Ballrooms 1-2-3
Description
Presenters:
Kendall Snow, Lydia Pakpahan
This hands-on optimization workshop is designed for Super Admins who want to get more out of their Kipu EMR. We’ll walk through advanced configuration tips, workflow enhancements, documentation shortcuts, reporting improvements, and real-world efficiency gains that power users leverage every day. Whether you’re looking to streamline charting, improve operational visibility, or reduce administrative friction, this session will provide practical tactics you can implement immediately to maximize ROI from your EMR investment.
12:15 PM - 12:30 PM
Ted talk: customer acquisition kpi business metrics
Executive
Thursday, April 23, 2026
Luna Ballrooms 4-5-6-7
Featured Speakers
Speaker:
Robert Harrison, Executive Advisor Innovation, Recovery Unplugged
12:30 PM - 2:00 PM
Lunch: birds of a feather technology lunch & learn
All Tracks
Thursday, April 23, 2026
Luna Ballrooms 4-5-6-7
2:00 PM - 2:45 PM
executive session two
AI Strategies for Clinical Productivity, Operational Efficiency & Treatment Outcomes
Executive
Thursday, April 23, 2026
Luna Ballrooms 4-5-6-7
Featured Speakers
Moderator:
Carina Edwards, CEO, Kipu Health
Panelist:
Cara Bishop, VP of Clinical Services Banyan Treatment Centers
Panelist:
Katherine Nisbet, Chief Clinical Officer, New Freedom
Panelist:
Nick Stavros, CEO, Community Medical Services
2:00 PM - 2:45 PM
Super Admin Session Two
Kipu Helix & Treatment Episodes
Super Admin
Thursday, April 23, 2026
Luna Ballrooms 1-2-3
Description
Presenters:
Doug Severson, Lydia Pakpahan, Shane Carroll
Explore two powerful platform enhancements designed to elevate both user experience and operational flexibility. Kipu Helix introduces a streamlined, modern interface that delivers a true platform experience. Simplifying navigation, improving efficiency, and enhancing usability across your organization. We’ll also cover Treatment Episodes, which enable facilities to manage patients across multiple locations using episode-based care structures. Learn how to properly configure episodes, support continuity of care across sites, and align documentation with payer expectations. This session will also highlight key UI enhancements designed to improve workflow clarity, reduce friction, and create a seamless user experience.
2:45 PM - 3:15 PM
Networking break
All Tracks
Thursday, April 23, 2026
Costa De La Luna Foyer
3:15 PM - 4:00 PM
executive session three
Front Door Executive Strategies & KPI's for Admissions, Referral Growth & Alumni Management
Executive
Thursday, April 23, 2026
Luna Ballrooms 4-5-6-7
Featured Speakers
Moderator:
Carina Edwards, CEO, Kipu Health
Panelist:
Robert Harrison, Executive Advisor of Innovation, Recovery Unplugged
Panelist:
Jonathan Gross, CEO, California Healing Centers
3:15 PM - 4:00 PM
Super Admin Session Three
Kipu Intelligence - Best Practices for Use Cases & Adoption
Super Admin
Thursday, April 23, 2026
Luna Ballrooms 1-2-3
Description
Presenters:
Krista Burdette, Darrell Tabar
Take a comprehensive walkthrough of Kipu Intelligence and explore its full end-to-end functionality. In this session, we’ll dive into best practices, high-impact use cases, and practical configuration strategies to help you maximize adoption across your organization.
4:00 PM - 4:30 PM
networking break
All Tracks
Thursday, April 23, 2026
Costa De Luna Foyer
4:30 PM - 5:15 PM
executive session four
Operational Excellence Equals Profit: The CEO Guide to High-Performance RCM
Executive
Thursday, April 23, 2026
Luna Ballrooms 4-5-6-7
Featured Speakers
Moderator:
Carina Edwards, CEO, Kipu Health
Panelist:
Drew Laboon, Chief Operating Officer, Pathways Recovery Centers
Panelist:
Tracy Rogers, Chief Executive Officer, Sanford Behavioral Health
4:30 PM - 5:15 PM
Super Admin Session Four
Kipu RCM - Best Practices for Billing
Super Admin
Thursday, April 23, 2026
Luna Ballrooms 1-2-3
Description
Presenters:
Meghan Mouser, Manday McDonald
Revenue cycle performance can make or break an organization. This session highlights proven best practices within Kipu RCM to optimize claims submission, reduce denials, improve AR performance, and strengthen overall financial visibility. We’ll explore workflow efficiencies, actionable reporting insights, and the latest product releases designed to streamline billing operations and improve cash flow.
5:15 PM - 6:00 PM
the kipu helix experience & advisor bar
All Tracks
Thursday, April 23, 2026
Costa De La Luna Foyer
6:00 PM - 7:00 PM
dinner
All Tracks
Thursday, April 23, 2026
La Costa Upper Lawn
7:00 PM - 8:00 PM
concert
Adam David, Presented By Recovery Unplugged
All Tracks
Thursday, April 23, 2026
La Costa Upper Lawn
8:00 PM - 10:00 PM
night owl networking
All Tracks
Thursday, April 23, 2026
Bar Traza Firepits
friday, april 24, 2026
7:00 AM - 8:00 AM
Open meeting
All Tracks
Friday, April 24, 2026
Azalea Room
8:00 AM - 9:00 AM
Breakfast with the Kipu Helix Experience & Advisor Bar
All Tracks
Friday, April 24, 2026
Costa De La Luna Foyer
9:00 AM - 9:30 AM
the kipu KEYNOTE with carina edwards, chief executive officer
All Tracks
Friday, April 24, 2026
Luna Ballrooms 4-5-6-7
9:30 AM - 10:00 AM
the kipu product roadmap & vision with russell olsen, chief product and technology officer
All Tracks
Friday, April 24, 2026
Luna Ballrooms 4-5-6-7
10:00 AM - 10:30 AM
THE INNOVATOR AWARDS PRESENTATION
With Justyna Evlogiadis, Chief Marketing Officer
All Tracks
Friday, April 24, 2026
Luna Ballrooms 4-5-6-7
10:30 AM - 11:00 AM
networking break
All Tracks
Friday, April 24, 2026
Luna Ballrooms 4-5-6-7
11:00 AM - 11:45 AM
executive session five
Regulatory Change Ahead: Practical Steps for Keeping up with Legislation & Compliance
Executive
Friday, April 24, 2026
Luna Ballrooms 4-5-6-7
Featured Speakers
Maeve O’Neill, MEd, LPC-S, CHC, CDTLF, Circa Behavioral Healthcare Solutions
11:00 AM - 11:45 AM
Super Admin Session Five
Kipu CRM - Best Practices for Admissions Workflows
Super Admin
Friday, April 24, 2026
Luna Ballrooms 1-2-3
Description
Presenters:
Philip Smith, Doug Severson
Admissions is your organization’s front door, and speed, accuracy, and follow-through truly matter. In this session, we’ll walk through practical best practices for building high-performing admissions workflows in Kipu CRM. You’ll learn how to streamline lead intake, influence conversion rates, better manage referral sources, strengthen communication across teams, and leverage alumni management tools to stay connected with former clients and referral networks.
11:45 AM - 12:15 PM
Networking break
All Tracks
Friday, April 24, 2026
Costa De La Luna Foyer
12:15 PM - 1:00 PM
Super Admin Session Six
Kipu Compliance - Product Walk-through
Super Admin
Friday, April 24, 2026
Luna Ballrooms 1-2-3
Description
Presenters:
Christina Rosenberg, Krista Burdette
Staying compliant doesn’t have to feel overwhelming. In this session, we’ll provide a guided walk-through of Kipu Compliance, highlighting how the platform helps you centralize policies, manage documentation, track training, and prepare for audits with confidence. You’ll see how to navigate key features, leverage built-in tools to stay organized, and streamline accreditation readiness.
12:15 PM - 1:00 PM
executive session six
CEO Strategies for Gaining Access to Capital
Executive
Friday, April 24, 2026
Luna Ballrooms 4-5-6-7
Featured Speakers
Moderator:
Carina Edwards, CEO, Kipu Health
1:00 PM - 1:30 PM
Networking break
All Tracks
Friday, April 24, 2026
Luna Covered Breezeway & Lawn
1:30 PM - 1:40 PM
ceo thank you
All Tracks
Friday, April 24, 2026
Luna Covered Breezeway & Lawn
1:40 PM
grab & go lunch
All Tracks
Friday, April 24, 2026
Luna Covered Breezeway & Lawn
Unique Service Combinations Lead to Faster, Better Results
Success story
Salesforce Integration Generates H&N Success in Healthcare
1.6x
net synergies realized above the initial target in the first year.