2026 Forward: Plan, Protect, Grow

Pre-Recorded Virtual Event | Register to Access Recording | Launching November 2025
Hosted by Momentum Healthcare & Technology Consulting

Join Momentum for a virtual experience designed to help healthcare leaders plan smarter, protect their margins, and grow intentionally in 2026.

We’ve updated the Forward experience to make it even more accessible, and it is now a fully pre-recorded virtual event, allowing participants to engage with every session on their own schedule. No need to block a half-day to attend live.

This dynamic program brings together healthcare executives and industry experts to share real-world strategies for smarter budgeting, operational resilience, and sustainable growth in 2026. Attendees will also gain exclusive access to the Momentum 2026 Budget Playbook, a practical guide that distills the key insights and frameworks discussed throughout the event.

Welcome & Opening Remarks

Speaker: Kristen Duell, CEO, Momentum HTC
Kick off the day with a look at 2026’s biggest headwinds and opportunities. Kristen will introduce the Plan. Protect. Grow. framework and set the stage for an afternoon of actionable insights.

Tech Optimization Planning in 2026: Smarter Stacking, Simpler Systems

Speaker: Chris Taylor, COO, Momentum HTC
Discover how to align your technology spend with operational efficiency and ROI. This session dives into real examples and frameworks for consolidating tools, eliminating waste, and driving measurable impact.

Roundtable: Partner Perspectives on Planning Pitfalls & Wins

Speakers: Momentum Moderator + Vendor Partners
A candid, interactive conversation with industry partners on where operators over-invest, how to measure true ROI, and what tech adoption trends define the next generation of healthcare growth.

How to Build in 2026 Like You’re Selling

Speakers: Michelle Pickering, EVP, Momentum HTC + PE/Investment Partner
Learn to think like an investor and plan with precision. This finance-driven session explores EBITDA levers, scalability, and how to position your organization for diligence-ready growth.

Case Study Interview: Building a Balanced, Investor-Ready Budget

Speakers: Michelle Pickering + Provider CEO/COO
Get a behind-the-scenes look at how a PE-backed provider structures and tracks their budget. From category allocations to ROI measurement, this case study offers tangible lessons for operators of every size.

The 2026 Playbook Takeaways

Speaker: Michelle Pickering, EVP, Momentum HTC
We’ll wrap the day with the top four strategies you can put into action right away — plus the official launch of the downloadable Momentum 2026 Budget Playbook.

Closing Remarks & Next Steps

Speaker: Kristen Duell, CEO, Momentum HTC
Kristen will close the session with final takeaways, acknowledgments, and a look ahead to what’s next for Momentum’s Forward Series.