AGENDA
Curate Your Elevate 2026
Kipu Customer Conference Experience
wednesday, april 22, 2026
7:30 AM - 8:30 AM
The kipu cup: Check-in, Breakfast, networking & warm up
Hosted by: Dave Grauel & Morgan Knight
Executive
Wednesday, April 22, 2026
La Costa Pro Shop
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 (Attendee and partner desks)
All Tracks
Wednesday, April 22, 2026
Costa De La Luna Ballroom: Foyer
5:30 PM - 7:00 PM
ceo welcome Dinner presented by care predictor and ERPhealth
All Tracks
Wednesday, April 22, 2026
Costa De La Luna Ballroom: 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
Costa De La Luna Ballroom: Luna 3
8:05 AM - 9:00 AM
Breakfast with The Kipu Helix Experience & Advisor Bar
All Tracks
Thursday, April 23, 2026
Costa De La Luna Ballroom: Lawn & Foyer
9:00 AM - 9:15 AM
CEO Keynote
All Tracks
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 5
9:15 AM - 10:15 AM
elevate keynote with frankie russo
All Tracks
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 5
10:15 AM - 10:30 AM
CTo keynote preview with russell olsen, chief product & technology officer,
All Tracks
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 5
10:30 AM - 11:00 AM
NETWORKING BREAK
All Tracks
Thursday, April 23, 2026
Costa De La Luna Ballroom: Foyer
11:00 AM - 11:45 AM
executive session one
Growth Operating System: Scaling Your Business and Integrating M&A with the Right Tech Stack
Executive
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 5
Featured Speakers
Moderator:
Carina Edwards, CEO, Kipu Health
Panelist:
Marco Merida, President, Guardian Recovery
Panelist:
Glenn Hadley, CGO, California Healing Centers
Panelist:
Riley Osborne, Chief Growth Officer, Recovery Unplugged
Panelist:
Alex Williams, MSW, Executive Director, Brave Minds Academy
11:00 AM - 11:45 AM
Super Admin Session One
Kipu EMR Optimization Workshop
Super Admin
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 1
Description
Presenter:
Kendall Snow, Senior Customer Success Manager, Kipu Health
Presenter:
Lydia Pakpahan, Enterprise Client Success Manager, Kipu Health
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.
12:00 PM - 1:30 PM
Lunch & learn: birds of a feather
All Tracks (This session has assigned seating, please refer to your table number on your attendee badge)
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 5
1:30 PM - 2:00 PM
Networking break
All Tracks
Thursday, April 23, 2026
Costa De La Luna: Foyer
2:00 PM - 2:15 PM
Executive Ted Talk: Customer Acquisition KPI Business Metrics
Executive
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 5
2:00 PM - 2:15 PM
Super Admin Ted Talk: Kipu Payments powered by Stripe
Super Admin
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 5
Featured Speakers
Presenter:
Meghan Mouser, VP Product, RCM, Kipu Health
Presenter:
Brian McDonnell, New Business Leader, Platforms, Stripe
2:15 PM - 3:00 PM
executive session two
AI Strategies for Clinical Productivity, Operational Efficiency & Treatment Outcomes
Executive
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 5
Featured Speakers
Moderator:
Sally Abu-Moustafa, EVP Product & AI Strategy, Kipu Health
Panelist:
Nick Stavros, Chief Executive Officer, Community Medical Services
Panelist:
Cara Bishop, VP, Clinical Services, Banyan Treatment Centers
Panelist:
Katherine Nisbet, Chief Clinical Officer, New Freedom
2:15 PM - 3:00 PM
Super Admin Session Two
Kipu Helix & Treatment Episodes
Super Admin
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 1
Description
Featuring:
Doug Severson, VP of Product Management, Kipu Health
Featuring:
Lydia Pakpahan, Senior Customer Success Manager, Kipu Health
Featuring:
Shane Carroll, Group Product Manager, Kipu Health
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.
3:00 PM - 3:30 PM
Networking break
All Tracks
Thursday, April 23, 2026
Costa De La Luna Ballroom: Foyer
3:30 PM - 4:15 PM
executive session three
Operational Excellence Equals Profit: The CEO Guide to High-Performance RCM
Executive
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 5
Featured Speakers
Moderator:
Meghan Mouser, VP Product, RCM
Panelist:
Tracy Rogers, Chief Executive Officer, Sanford Behavioral Health
Panelist:
Drew Laboon, Chief Operating Officer, Pathways Recovery Centers
3:30 PM - 4:15 PM
Super Admin Session Three
Kipu Intelligence - Best Practices for Use Cases & Adoption
Super Admin
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 1
Description
Featuring:
Sally Abu-moustafa, EVP Product, Kipu Health
Featuring:
Krista Burdette, Senior Director, Product Management, Kipu Health
Featuring:
Darrell Tabar, VP Customer Experience, Kipu Health
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.
4:15 PM - 4:20 PM
short break
All Tracks
Thursday, April 23, 2026
Costa De Luna Ballroom: Foyer
4:20 PM - 4:40 PM
trailblazers panel
All Tracks
Thursday, April 23, 2026
Costa De La Luna Ballroom: Luna 5
Description
Moderator:
Carina Edwards, CEO, Kipu Health
Panelist:
Eric Gremminger, ICADC, SAP, Co-Founder & CEO, ERPHealth
Panelist:
Michael Castanon, CEO & Founder, Alter Behavioral Health, Care Predictor, AlterCareLine
6:00 PM - 6:30 PM
elevate dinner
All Tracks
Thursday, April 23, 2026
Range View Court (Upper)
6:30 PM - 7:00 PM
Innovator Awards Presentation (during dinner)
All Tracks
Thursday, April 23, 2026
Range View Court (Upper)
Description
Featuring:
Justyna Evlogiadis, CMO, Kipu Health
Featuring:
Eric Gremminger, ICADC, SAP, Co-Founder & CEO, ERPHealth
7:00 PM - 8:00 PM
elevate concert
Presented by Recovery Unplugged & RVK AI
with
Adam David & Band
All Tracks
Thursday, April 23, 2026
Range View Court (Upper)
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
Costa De La Luna Ballroom: Luna 3
8:05 AM - 8:30 AM
Breakfast with the Kipu Helix Experience & Advisor Bar
All Tracks
Friday, April 24, 2026
Costa De La Luna Ballroom: Lawn & Foyer
8:30 AM - 9:30 AM
CTO Keynote: The Kipu Product Vision & Roadmap
All Tracks
Friday, April 24, 2026
Costa De La Luna Ballroom: Luna 5
9:30 AM - 9:40 AM
Short break
All Tracks
Friday, April 24, 2026
Costa De La Luna Ballroom: Foyer
9:40 AM - 10:25 AM
executive session four
Front Door Executive Strategies & KPI’s for Admissions, Referral Growth & Alumni Management
Executive
Friday, April 24, 2026
Costa De La Luna Ballroom: Luna 5
Featured Speakers
Moderator:
Jason Raphael, Co-Founder & CEO, Braided Technologies
Panelist:
Robert Harrison, Executive Advisor Innovation, Recovery Unplugged
Panelist:
DJ Prince, CMO, Guardian Recovery
Panelist:
Kurt Connolly, SVP, Corporate Development & Partnerships, Kipu Health
9:40 AM - 10:25 AM
Super Admin Session Four
Kipu Compliance - Product Walk-Through
Super Admin
Friday, April 24, 2026
Costa De La Luna Ballroom: Luna 1
Description
Presenters:
Christina Rosenberg, Senior Director Clinical Compliance, Kipu Health
Krista Burdette, Senior Director, Product Management, Kipu Health
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.
10:25 AM - 10:40 AM
networking break
All Tracks
Friday, April 24, 2026
Costa De La Luna Ballroom: Foyer
10:40 AM - 11:25 AM
executive session five
Executive Session Five: Regulatory Change Ahead: Practical Steps for Keeping up with Legislation & Compliance
Executive
Friday, April 24, 2026
Costa De La Luna Ballroom: Luna 5
Featured Speakers
Moderator:
Christina Rosenberg, Senior Director Clinical Compliance, Kipu Health
Panelist:
Devon Wayt, CEO, Circa Behavioral Healthcare Solutions
Panelist:
Navdeep Sagoo, Director Of Compliance, ROWI Teen
11:00 AM - 11:45 AM
Super Admin Session Five
Kipu CRM - Best Practices for Billing
Super Admin
Friday, April 24, 2026
Costa De La Luna Ballroom: Luna 1
Description
Featuring:
Meghan Mouser, VP Product, RCM, Kipu Health
Featuring:
Mandy McDonald, Product Manager, RCM, Kipu Health
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.
11:25 AM - 11:30 AM
Short break
All Tracks
Friday, April 24, 2026
Costa De La Luna Ballroom: Foyer
11:30 AM - 12:15 PM
executive session six
CEO Strategies for Gaining Access to Capital
Executive
Friday, April 24, 2026
Costa De La Luna Ballroom: Luna 5
Featured Speakers
Moderator:
Michael Castanon, CEO & Founder, Alter Behavioral Health, Care Predictor, AlterCareLine
Panelist:
Tani Weiner, Principal, Polsinelli
Panelist:
Rick Coley, VP, Scioto
Panelist:
Dan Davidson, Managing Director, Northbourne Partners
11:30 AM - 12:15 PM
Super Admin Session Six
Kipu CRM - Best Practices for Admissions Workflow
Super Admin
Friday, April 24, 2026
Costa De La Luna Ballroom: Luna 1
Description
Featuring:
Philip Smith, Senior Product Manager, CRM, Kipu Health
Featuring:
Doug Severson, VP, Product Management
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 - 12:45 PM
ceo thank you & Grab and Go lunch
All Tracks
Friday, April 24, 2026
Costa De La Luna Ballroom: 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.