CRM in Action: Building Smarter, More Integrated Programs 

A new Strategic Health Care Marketing webinar for healthcare marketers and strategists

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this event is FREE to attend.

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Wednesday    |   February 25, 2026    |   2 p.m. Eastern

Your Presenters:

• Laura Lee Jones, Founder & CEO of LionShare
• Kelly Faley, Principal, Kelly Faley Consulting LLC
• Denise Davis, Vice President, Marketing Technology & Operations, Emory Healthcare
• Chris Pace, Vice President of Healthcare Industry, SearchStax

Moderated by:

• Therese Lockemy, Founder and Principal Consultant, Inner Path Digital, L.L.C

Leona Wong 
Director of Brand Strategy
Stanford Medicine/Children’s Health

Leona Wong is the Director of Brand Strategy at Stanford Medicine Children's Health. Since joining the organization in 2015, Leona has managed marketing and branding strategies, including consumer advertising and reputation management, while maintaining oversight of the organization’s branding presence.
 
Before joining Stanford Medicine Children’s Health, Leona contributed her marketing expertise to higher online education at the University of Phoenix. Leona also brings nearly twenty years of advertising experience from the agency side, having worked at agencies such as BBDO and FCB. Throughout her agency career, she has collaborated on diverse brands including California Lottery, Mars Pet Foods, Visa, E&J Gallo Wineries, and Best Western Hotels. 

Healthcare marketers are under increasing pressure to show results, but CRM programs still struggle to deliver on their full potential. In this expert panel, four industry leaders return to share new insights, lessons learned, and evolving strategies for turning CRM into an enterprise growth engine.

From operational readiness to data governance and cross-functional alignment, we’ll explore what it really takes to build CRM programs that move the needle across patient engagement, referral growth, and system-wide visibility.

In this webinar, you’ll learn how to:

• Identify and prioritize CRM use cases that align with organizational goals, including growth, retention, and value-based care initiatives
• Avoid common data and campaign missteps by improving integration and governance
• Design CRM strategies that engage both consumers and referring physicians
• Build the cross-functional alignment needed for long-term success
• Translate insights into action, whether you’re launching, scaling, or refining your CRM
  

Kelly Faley
Principal
Kelly Faley Consulting LLC

Kelly Faley is principal of Kelly Faley Consulting, LLC, a health care marketing firm focusing on consumer-focused digital transformation and strategic growth strategies. Prior to becoming a consultant, Kelly was Chief Marketing Officer at Sharp HealthCare. She has been a health care marketing strategist for more than 30 years. She is a graduate of the University of California at Davis is a Health Management Academy Fellow. She was the 2017 recipient of the John A. Eudes Vision and Excellence Award.

Rob Klein
Founder & CEO
Klein & Partners

Rob Klein, Founder and CEO of Klein & Partners, is a recognized expert in health care marketing research and brand consulting.

For 40 years, Rob has provided research and brand consulting to the leading hospitals, health systems, and health plans in the country.

Rob’s specific areas of research and consulting expertise include brand management and measurement, market segmentation, communications evaluation and measurement, journey mapping, website experience measurement, and service line development.

Rob has a bachelor’s degree in marketing and a master’s degree in advertising, both from Michigan State University. He has taught graduate level marketing research at Michigan State.

Laura Lee Jones
Founder & CEO
LionShare

Laura Lee founded LionShare® in 1995. She is a graduate of the University of Wisconsin-Madison and has dedicated most of her career to healthcare analytics and marketing. Together with her "Best Places to Work" award-winning team, LionShare® has achieved national recognition as a leading healthcare firm.  LionShare has guided hundreds of hospitals in their quest to link data analytics to decision insights, better outcomes, and marketing execution with the use of their CRM and Marketing Automation platform. When not in work mode, Laura Lee enjoys cooking with her daughter, working out, and training Dobermans.

Chris Pace
Vice President of Healthcare Industry
SearchStax

Chris Pace is Vice President of Healthcare Industry at SearchStax, where he works with health systems and life sciences organizations to modernize digital platforms through intelligent search and scalable infrastructure. He brings more than 20 years of experience in healthcare marketing and digital strategy. Prior to SearchStax, Chris led digital marketing at Banner Health, one of the nation’s largest hospital systems, where he helped transform BannerHealth.com into a top-10 healthcare website. He has also held leadership roles at Dignity Health and began his career in strategic consulting. Chris holds an MBA and a BS in Management from Arizona State University.

Denise Davis
Vice President, Marketing Technology & Operations
Emory Healthcare

Denise is the chief architect of Emory Healthcare’s martech ecosystem. She has a proven track record as a marketing and communications professional, with a zeal for innovative technology revitalizing the healthcare space. Experienced in working in various settings beyond the hospital and healthcare, that includes software, publishing, commercial real estate and higher education. She is skilled in Search Engine Optimization (SEO), Content Management Systems (CMS), Web Design, and Corporate Communications. Strong operations professional with a B.A. focused in Mass Communications from University of South Florida.