Health Care Leadership Summit Speakers

Michelle Barclay, M.A., Co-Executive Lead, ACT on Alzheimer’s

Michelle received her Master’s degree in Developmental Psychology with a specialization in Gerontology from Louisiana State University.  She has over 25 years of experience working with people with dementia and their care partners as a researcher, consultant, educator, and program planner. Her areas of expertise include timely detection, early intervention and improving health care quality for people with dementia. For nearly 20 years, Michelle developed and directed programs at the Alzheimer’s Association California Southland and Minnesota-North Dakota chapters. She currently serves as the Executive Co-Lead of ACT on Alzheimer's, a volunteer-driven, statewide collaborative preparing Minnesota for the impacts of Alzheimer’s disease.  She is also the President and Co-Founder of The Barclay Group, LLC, which provides aging and dementia-related program planning, education, training and independent consulting to government, non-profit and for-profit organizations, individuals and families. Michelle is the recipient of a 2016 Atlantic Philanthropies and Hartford Foundation Practice Change Leaders Award for Aging and Health.

Terry Barclay, Ph.D., Clinical Director of Neuropsychology, HealthPartners & Regions Hospital; Adjunct Associate Professor of Neurology, University of Minnesota

Dr. Barclay is a fellowship-trained neuropsychologist with research and clinical expertise in aging and dementia.  He received his doctorate in clinical psychology from Michigan State University with residency training in geropsychology at the West Los Angeles VA Medical Center. He went on to complete the NIMH postdoctoral program in neuropsychology at the David Geffen School of Medicine at UCLA where his research focused on the cognitive, behavioral, and psychological changes associated with normal aging, Alzheimer’s disease, and other dementias. He specializes in neurodegenerative disease and timely detection of cognitive impairment in the geriatric population. Dr. Barclay also serves as Clinical Director of Minnesota’s statewide program for dementia caregivers called Family Memory Care, is the past Chair of the Medical and Scientific Advisory Council for the Alzheimer’s Association Minnesota-North Dakota, is Co-Chair of the Quality Healthcare and Detection Leadership Group of Minnesota’s ACT on Alzheimer’s, and is a dementia consultant for the Minnesota Department of Human Services.

Soo Borson, M.D., Co-Lead, Minnesota Brain Age Research Collaborative (M-BARC); Professor Emerita, University of Washington; Adjunct Professor, University of Minnesota

Dr. Borson’s extensive background in clinical dementia care and research have informed her more recent focus on supporting development of dementia capability within health care systems, the major focus of M-BARC and its recent pipeline-to-proposal award from the Patient-Centered Outcomes Research Institute. Dr. Borson has held several national leadership positions, contributed to the development of quality standards for dementia care, and mentored clinicians and researchers at several institutions. She is internationally known for the Mini-Cog, a brief screening tool for cognitive impairment that has been translated into 18 languages, shown to predict several important health care outcomes, and adopted by many health care systems for use in the Medicare Annual Wellness Visit. She has published three additional dementia care tools designed to support improvements in health care, and her dementia group visit model has been recognized by the Agency for Healthcare Research and Quality for practice innovation in ambulatory dementia care.  Her work is currently funded by the National Institute on Aging, PCORI, the New York State Department of Health, the Division of Applied Research at Allina Health, and the Grossman Center for Memory Research and Care at the University of Minnesota.

Leah Hanson

Leah Hanson, Ph.D., Senior Director of Neuroscience Research, HealthPartners Institute; Co-Director of Research, HealthPartners Center for Memory & Aging

Dr. Hanson has her B.S. in Biology from Drake University in Des Moines, Iowa, and her PhD in Neuroscience from the University of Minnesota.  For over 15 years, Dr. Hanson’s research has focused on development of novel therapies for the treatment and prevention of neurologic disease.  Dr. Hanson is the principle investigator of the Minnesota Memory Project, a study of how memory and brain function change with aging and how this change is related to lifestyle factors including stress, exercise, and mental health.  She has also served as an investigator on numerous clinical trials, including intranasal insulin therapies, as well as non-pharmacologic interventions including a multi-domain lifestyle intervention for the maintenance of cognitive function and mindfulness-based stress reduction in caregivers.  Currently, she is the site PI for the NIA-funded Aging Initiative, which is a collaboration between the Health Care System Research Network and the Claude D. Pepper Older Americans Independence Centers to create a national resource to advance an interdisciplinary research agenda focused on older adults with multiple chronic conditions.

Shari Ling, M.D., Deputy Chief Medical Officer, Centers for Medicare and Medicaid Services (CMS); Medical Officer, Center for Clinical Standards and Quality (CCSQ)

Dr. Ling is a Geriatrician and Rheumatologist who received her medical training at Georgetown University School of Medicine and graduated as a member of the Alpha Omega Alpha Honor Society. Dr. Ling received her clinical training in Internal Medicine and Rheumatology at Georgetown University Medical Center, and completed Geriatric Medicine training at Johns Hopkins University. Prior to joining the National Institute on Aging as a Clinician to study human aging and age associated chronic diseases with attention to musculoskeletal conditions and morbidity function for 8 years, she served on faculty at Johns Hopkins School of Medicine. She also served as the Clinical Services Co-director of the Andrus Older Adult Counseling Center. Dr. Ling maintains an affiliation as a part-time faculty member in the Division of Geriatric Medicine and Gerontology at Johns Hopkins University School of Medicine, and as a volunteer faculty member of the Division of Rheumatology, Allergy and Clinical Immunology at the University of Maryland and continues to see patients at the Veterans Administration Medical Center in Baltimore. Dr. Ling’s focus is on the achievement of meaningful health outcomes through delivery of high quality person-centered care, with special interests in the care of persons with dementia, multiple chronic conditions, functional limitations, and reducing health disparities.

Marv Lofquist, Ph.D., Retired Professor and Associate Dean in the College of Arts & Sciences, Northwestern University, Evanston, IL

Dr. Lofquist graduated from Augustana College, Rock Island, Illinois in 1965 with a B.A. in Chemistry and earned a Ph.D. in inorganic chemistry from Northwestern University in Evanston, Illinois. Marv began his career as a professor at Camrose College in Alberta, Canada and went on to teach at Ferris State University in Big Rapids, Michigan, where he eventually became the associate dean of arts and sciences for the college. Marv served as the associate dean at Weinberg College of Arts and Sciences at Northwestern University from 1992 until his retirement in 2010. Marv’s interest in Alzheimer’s began with his diagnosis of MCI in 2011 and Early Stage Alzheimer’s in 2012. In 2014, Marv served a one year term on the Alzheimer’s National Early-Stage Advisory Group and has attended the Alzheimer’s Advocacy Forum in Washington, DC the past three years. Marv continues to work to educate others about the warning signs of Alzheimer’s and the importance of early diagnosis, including advocating for increased research funding before the Minnesota Senate. Marv is currently enrolled in a Clinical Trial Program at HealthPartners. He continues to serve on the Minnesota/NorthDakota Chapter Early-Stage Advisory Group and has given presentations to various groups including physicians, medical students, health care workers, care partners and people living with the disease. Marv and his spouse Elaine are members of the Giving Voice Chorus at MacPhail Center for Music. The chorus is comprised of those “living with dementia” and their care partners. The mantra of the chorus is “There is no wrong in this room”. Lots of laughter and fun!


Rodolfo Anibal Nava Lozada, Caregiver

Mr. Lozada has been working with the Latino Community for many years. He and his mother moved to Minnesota from Mexico and since then he has been serving the community in a variety of settings, including banking, real estate and as a Spanish Interpreter in the healthcare setting. He is also currently enrolled at Hennepin Technical College and is pursuing his degree in architecture. His ability to speak both Spanish and English fluently has allowed him to further serve the Latino community. After he finished interpreter training, he began interpreting in hospitals and clinics all around the Twin Cities. After 5 years of working with the Latino community in the healthcare setting as a Spanish interpreter, he has been able to witness the challenges that minority groups encounter while attempting to receive healthcare. Recently his mother was diagnosed with Alzheimer’s disease and he experienced firsthand the challenges that the Latino community and people with Alzheimer’s face today. Rodolfo’s experience working with the Latino community in the health care setting, as well as his own personal experiences, has allowed him to have a more well-rounded view of the challenges faced by Latinos who are diagnosed with Alzheimer’s. 

Kate Possin, Ph.D., Associate Professor in Residence, Department of Neurology, UCSF Memory and Aging Center

Dr. Possin directs the Care Ecosystem, which is designed to deliver proactive, personalized, continuous, and cost efficient care to persons with dementia and their caregivers. She is testing the impact of this care on quality and cost outcomes with funding from a CMMI Healthcare Innovations Award Round Two (HCIA-2). Recently, Dr. Possin and her colleagues have partnered with Allina Health to provide Care Ecosystem to their patients.  Dr. Possin’s research program also examines the neural bases of spatial, executive, and memory impairments in neurodegenerative diseases. She develops cognitive measures for early diagnosis and disease monitoring, including tablet-based measures that are easy to use in primary care settings. In addition to CMMI funding, her research is funded by an NIH/NIA, Quest Diagnostics, the Hellman Family Foundation, and the Global Brain Health Institute.

Kim Radel, M.H.A., Director, John Nasseff Neuroscience Institute, Allina Health

Ms. Radel is responsible for the strategic and operational success of the Neuroscience Clinical Service Line across Allina Health and works to ensure Allina Health and its physician partners deliver to offer a condition-specific, person focused approach to neurological care integrated across the continuum, enhanced by our ability to conduct cutting edge research. She has been with Allina since 2005. Before joining the Neuroscience Institute, Kim held hospital and system-wide leadership roles in information systems and emergency preparedness. She also led the implementation of Allina’s community engagement strategy in the west metro region and has implemented multi-million dollar care model redesign projects including the transformation care delivery through the use of lay healthcare workers. She received her BA in management from the College of St. Benedict and Master of Healthcare Administration from the University of Minnesota – Carlson School of Management.  Kim co-leads the ACT on Alzheimer’s Health Care Leadership Group.




Melissa Schebloom, MSW, LICSW, Social Worker at NorthPoint Health & Wellness Center and Centro Tyrone Guzman

Ms. Schebloom received her Bachelor’s degree in Psychology and Spanish through the University of Minnesota in 2006 and her Masters in Social Work through the University of Minnesota in 2011. Over the last ten years, she has provided social work services at NorthPoint Health & Wellness Center. Melissa has held several positions at this full-service community clinic based in North Minneapolis, first as a patient advocate, transitioning into care coordination, medical social work, and for the last 4 years has been offering psychotherapy within NorthPoint’s behavioral health department. Given her education and exposure to the Spanish language and Latino culture, a large percentage of her clients are Latino. However, she serves a diverse population from a variety of different cultural identities, many of whom face numerous disparities and psychosocial stressors. Additionally, Melissa has been providing individual and family therapy through Centro Tyrone Guzman, a multi-service Latino Organization in South Minneapolis. She has taken special interest in geriatric social work, and within her position at Centro Tyrone Guzman, she works specifically with seniors. Over the last year she has been involved in the roll out of a Spanish speaking 10-week caregiver education group and a monthly support group. Melissa is also currently a caregiver to her father who was diagnosed first with MCI (Mild Cognitive Impairment) and then with early stage Alzheimer’s.

Todd Stivland, M.D., Founder & CEO, Bluestone Physician Services

After founding Bluestone Physician Services in 2006, Dr. Stivland has grown it from a small start-up to the largest on-site provider for people in assisted living facilities in Minnesota and has now expanded into Wisconsin and Florida. He applied his 19 years of experience as a family physician to create an innovative health care model for patients who need extensive medical and community services. Dr. Stivland served on the physician advisory board for Epic, which makes software for medical groups, hospitals and integrated health care organizations. He oversaw the implementation of Epic software in the Duluth Clinic System. He served as chief medical officer and helped provide clinical direction to two new hospices. Dr. Stivland is an associate faculty member at the University of Minnesota Medical School and the Augsburg Physician Assistant Program. He serves as an adviser and board member for private companies and state and federal health care work groups. He serves on a policy committee for the state of Minnesota and is an active speaker on medical models and clinical practices.


Dr. Stephen Waring, D.V.M., Ph.D., Senior Research Scientist, Essentia Institute of Rural Health; Adjunct Professor of Pharmacology, University of MN College of Pharmacy

Dr. Waring received his BS (Zoology), MS (Epidemiology) and DVM from Texas A&M University and PhD (Epidemiology) from the University of Texas School of Public Health in Houston.  He has conducted numerous population-based epidemiologic studies in Guam, Olmsted County (Minnesota), Texas, and Central Wisconsin on a broad range of topics.  He has taught basic, clinical, and advanced epidemiologic methods at Mayo Clinic (Rochester, MN), Baylor College of Medicine (Houston, TX), Texas A&M University (College Station, TX), the University of Texas Health Science Center and School of Public Health (Houston, TX), and the University of Wisconsin (Madison). 

Dr. Waring currently co-leads a project to implement and evaluate a clinical decision support tool to improve dementia diagnosis and care across Essentia.  He is site PI on a large multi-center trial funded by NIH-NIA and PCORI (Patient Centered Outcomes Research Institute) to reduce serious fall injuries among the elderly. He is also site PI for a NIH-NIMH study to implement decision support tools to reduce cardiovascular risk among adults with severe mental illness. Dr. Waring is on the Governing Board for the Health Care Systems Research Network (HCSRN) and will serve as Chair beginning January 2017. He serves on the ACT on Alzheimer’s Leadership Council, co-leads the ACT on Alzheimer’s Health Care Leadership Group and the Medical and Scientific Advisory Committee for the MN-ND Alzheimer’s Association. He also serves on the Steering Committee for the Midwest Research Network (MWRN) and as Co-Lead for the MWRN Aging Interest Group.

Penny Wheeler, M.D., President and Chief Executive Officer, Allina Health

Penny Wheeler, MD, became the president and chief executive officer of Allina Health in 2015. She had served as chief clinical officer since 2006, and president since 2013. Dr. Wheeler sets the overall strategic direction for Allina Health, focusing on ensuring that the organization delivers exceptional care and supports the health and well-being of all those served. In addition to her current role, Dr. Wheeler serves on the boards of Portico Healthnet, an organization dedicated to helping uninsured Minnesotans receive affordable health coverage and care, the Greater Twin Cities United Way, Health Catalyst, and the Minnesota Community Measurement board, a regional health quality collaborative, which she has also served as the Board Chair. A board-certified obstetrician/gynecologist, Dr. Wheeler served patients at Women's Health Consultants in Minneapolis.  Minnesota Business magazine named Dr. Wheeler the 2012 Outstanding Health Care Executive, largely based on her ability to form internal and external care collaboratives that benefit community health.  In 2015, Modern Healthcare magazine recognized Dr. Wheeler as one of the top 25 women in health care.  In July 2015, Minnesota Governor Mark Dayton appointed Dr. Wheeler to the Minnesota Taskforce for Health Care Financing. Allina Health is one of the nation’s leading health systems and was named one of the top five large health systems in the country.  The organization is made up of 14 hospitals, 90+ clinics, 26,000+ employees and several related health care service companies including home health, hospice, transportation, medical equipment and retail pharmacy.