901-754-9404
My List0

We've now made it easier for you to research and save your favorite keynotes speakers. Click on the + sign to add a speaker to your Speaker List and email your favorites to colleagues and friends.

}
back to Speakers
Joe Lupica, Mergers & Acquisitions Speaker

Joe Lupica

    • Healthcare Industry Advisor
Fee Range

$7,500 - $10,000

Travels From

Arizona

Retaining Local Control

Retaining Local Control

Joe Lupica is a veteran healthcare industry advisor. During his career, he has served a variety of nonprofit, corporate and public-sector clients as an investment banker, attorney and development officer, providing capital formation, governance advice, and affiliation services.

Mr. Lupica pioneered an award-winning community collaboration model to build consensus when not-for-profit or public-sector hospital leaders consider community objectives and evaluate options. In dozens of projects, his teams have produced innovative alignment structures for the transformation of hospitals and healthcare networks. He has also provided guidance to help local hospital leaders stand firm against mergers that would not advance their institutions or the communities they serve.

For seven years prior to joining Newpoint, Joe was President of Stroudwater Capital. Mr. Lupica was also as a Regional Vice President for one of the nation’s largest hospital systems. During his Wall Street career, Joe Lupica was a senior officer of Kidder, Peabody & Co., where he served as a member of the firm’s Operating Committee, Vice Chairman of KP Global Markets, President of Kidder Peabody China, and SVP – Corporate Business Development. Prior to joining Kidder, he was Vice President and Executive Director of Corporate Finance at Goldman, Sachs and  partner in a major Connecticut law firm, where he was a leading bankruptcy attorney and business litigator.

Mr. Lupica served in the Reagan White House as Special Assistant for Intergovernmental Affairs, and served a cabinet officer as Special Assistant to the Secretary of Housing and Urban Development. During his federal service – as now – he has focused on local and regional issues faced by community officials and the people they serve.

Joe is a nationally recognized commentator and  speaker on healthcare issues. He has lectured and led seminars on healthcare and strategy at the Fortune 500 Global CEO Conference, the American College of Healthcare Executives, the New England Society of Healthcare Strategy, Yale School of Public Health, Cornell Law School, Thunderbird Graduate School of International Management, Becker’s Annual Conferences, Arizona State University, and UCLA’s Anderson School of Management. He has been named a Visiting Scholar by the University of Iowa. Mr. Lupica earned his JD and BA, cum laude, from Cornell University.

To book healthcare, business strategy, and mergers and acquisitions speaker Joe Lupica call Executive Speakers Bureau at 901-754-9404.

Beating the Odds: Controlling Risk in a Decision to Affiliate or to Go it Alone

In some ways, decisions on affiliation strategy come down to assessing the risk. Some hospitals and health systems are rushing into the arms of larger systems in an effort to strengthen their position for the future. Are they running from operating risks only to assume new risks inherent with a new partner? Are they racing toward excellence? Or both? 

As they assess the odds, hospital leaders can choose among a wide spectrum of relationships, not simply make a painful binary choice between “full independence” or “full loss of independence.” Where your institution lands on that spectrum is your call, and your assessment and management of risk can determine the smoothest landing spot. Options are optional: You can make the choice or reject them all.

This session will explore best practices for hospital and system trustees to determine what level of independence, or interdependence on that spectrum of affiliation structures will help their organization thrive. It will also address practical tools to manage the risk of each choice. Using case studies and facilitation skills gathered over years of working with hospitals and systems throughout the West and across the country, the presenter will stimulate a discussion among the attending trustees on the following topics: 

  1. The characteristics of various stops along the Spectrum of Affiliations
  2. How trustees can determine the appropriate level of affiliation, if any, for their institution’s future
  3. Approaches to examining the uncertainty of various options 
  4. Managing the inherent risk in any transaction, including the “partner risk” of an affiliation
  5. Ways to build community consensus around the hospital’s goals and course of action.

 

5 Key Questions for Healthcare Executives Considering a Transaction

Several commentators and consultants to the healthcare sector have asserted that the days of the freestanding community hospital are coming to a close. 

Can these fashionable doomsday predictions prompt executives, elected officials, and trustees of community hospitals to rush headlong into a transaction that may not be in the best interests of their facility or their community?

Mr. Lupica’s interactive discussion will engage the audience in an exploration of decision tools that healthcare fiduciaries can employ when considering, or resisting the pressure to enter, an affiliation or merger. The topic is organized under the 5 questions: "What, Why, When, How . . . and, only then, Who?"

His remarks will:

  • Challenge the conventional wisdom that all independent hospitals must eventually join or sell out to a hospital system or large competitor
  • Offer cautious approaches for examining options when hospital fiduciaries decide that's the right action for their institution
  • Present case studies illustrating how to engage and build consensus with community stakeholders in a sincere discussion of their goals for the hospital. 

Mr. Lupica’s talk will reflect his experiences in taking highly visible community institutions through rational conversations on options, after which his clients decided either to remain independent or to custom-build an affiliation model that allowed their hospital to reach its goals without abandoning local control of its destiny.

Speaking Topics:

Related Speakers

Jennifer Page, Speaker

Jennifer Page

The Inspirational and Entertaining Mother of Mini Darth Vader and Patient Advocate/Healthcare Speaker

Timothy Ihrig, Healthcare speaker

Timothy Ihrig

Chief Medical Officer of Crossroads Hospice & Palliative Care

Katrina Firlik Speaker

Katrina Firlik

Neurosurgeon / Entrepreneur / Author

Dave deBronkart Speaker

Dave deBronkart

Top Spokesman for Patient Experience

George Johnson, Healthcare Speaker

George Johnson

American Journalist and Science Writer

Bob Danzig, Healthcare Speaker

Bob Danzig

Author

Scott Parazynski, Innovation Speaker

Scott Parazynski

Astronaut with Over 8 Weeks in Space

Karen DeSalvo, Healthcare Speaker

Karen DeSalvo

Professor of Internal Medicine and Population Health

Dr. Edward Hughes, Healthcare Speaker

Dr. Edward Hughes

Leading Expert on National Health Policy

Annie Duke

Annie Duke

Decision Strategist

Siddhartha Mukherjee

Siddhartha Mukherjee

• Author of The Emperor of All Maladies • Oncologist and Cancer Researcher • Pulitzer Prize-Winning Science Writer

Morton Kondracke

Morton Kondracke

Journalist for More Than 45 Years

Testimonials

Our bank has held an annual business and economic conference for the past 9 years.  We have worked with Executive Speakers every year an..

I’ve used the services of a number of speakers bureaus in the past. However, my current experience working with the Executive Speakers ..

I want to thank you for all of your assistance you and Jenny were wonderful. If it had not been for you sending me suggestions I would not ha..

Bridgeworks was awesome!!! Great feedback from all!! Thanks for all of your collaboration and positive we'll use you in the future.  

You ladies really are the BEST!  After this event I am going to be on the hunt for keynote speakers in May.  I really want to work ..

The Nebraska Hospital Association along with numerous other state hospital associations have enjoyed a long-standing relationship with Execut..

Thank you to both of you for everything surrounding Mr. Will as our special guest. I suspect, soon, I will be in touch regarding our next eve..

We could not have done it without you.  Thank you for the outstanding suggestions.  The speakers were by far the best we have ever..

"You made my job so much easier! You are the only bureau I will use."     

We truly appreciate the excellent support and attention to detail we have received from Executive Speakers Bureau.  They have provided u..

Need Suggestions? Have Questions?

Need Suggestions? Have Questions?

Call us to discuss how we can help find the right speaker for your organization.

Get Ideas in 1 hour or less

Executive Speakers Bureau consistently receives praises about our speed and efficiency. From the beginning of your event planning, our extensive online speaker database and resourceful staff allow us to quickly equip you with the best speaker for your event.

Need a last minute speaker? No worries. Our speed and efficiency help us give you ideas for speakers in one hour or less.

Please fill in information below