Nate Lewis

Lewis Wealth Management Group

Financial Advisor

Director Of Operations

Iron Bull Financial

Founder

Iron Bull Tax Pros

Co-Founder

1st Gen Entrepreneurs

Member

Research Financial Strategies.

Financial Advisor who likes working with Entrepreneurs/Business Owners.  Also specializes in 401k and 403b advice.

Sales Assistant

Reducing Your Tax Liability | Creating Simple 1-page Financial Plans | Dad x 2

Nate has worked at Lewis Wealth Management Group since he graduated From Illinois State University in 2009.   He also runs the sister company of Lewis Wealth Management Group, Iron Bull Tax Pros, which focuses on soley Taxes.

Nate focuses on assisting sales and marketing professionals simplify their finances.  

Nate has been in marketing and sales basically his whole career.  He's lead both of those roles at Lewis Wealth and Iron Bull and helped them grow into the companies they are today.


https://www.lewiswealthmanagementgroup.com/disclosure

Taryn Shipley, MBA, CSSBB

Lean HealthTech

Epic Analytics

•	Project manage development of Caboodle database and SlicerDicer analytic tool, promoting organizational data literacy.
•	Build metrics, reports, and dashboards to support organization specific workflows.
•	Achieve gold stars to increase organizational rating and increase software ROI.
•	Resolve Nova Notes to ensure seamless Epic upgrades.
•	Migrate reports from legacy systems (Crystal SAP) to Epic native reporting tools.
•	Implement Epic’s AI features (Automated Response Technology, Cognitive Computing), demonstrating commitment to innovation.
•	Troubleshoot and resolve reporting issues like deprecated fields, ETL issues, outdated logic.
•	Translate operational workflows to technical business requirements for EMR and reporting build, prioritizing the voice of the customer and ensuring business goals are met.


Artificial Intelligence

•	Integral to the implementation and enhancement of analytic and AI-driven solutions in large health systems, boosting operational efficiencies and decision-making processes.
•	Engineer and validate AI prompts, directly managing bias testing and remediation as part of a comprehensive AI governance strategy.
•	Develop and monitor AI performance, leveraging data visualization tools to build dashboards tracking success metrics.
•	Spearhead organizational adoption of analytic and AI tools, integrating cross-functional teams to align strategic goals with technology solutions.
•	Communicate complex technical concepts using simple everyday language to effectively convey meaning to various audiences.
•	Mentor team members on technical, ethical, and user experience challenges associated with AI, fostering a culture of innovation and experimentation.
•	Leverage generative AI (ChatGPT, DALL-E, Ideogram, Gemini, etc) to establish marketing strategy and create content.
•	Built numerous GPTs (public and private) showcasing initiative, curiosity, commitment to continuous learning, and in depth understanding of product capabilities.

Healthcare Consultant

Pivot Point Consulting, a Vaco Company

•	Supported Epic go-live for recently acquired ambulatory clinics.
•	Ensured smooth EMR system upgrades, showcasing adaptability and management of complex software environments.
•	Utilized predictive analytics to identify significant revenue opportunities, demonstrating a deep understanding of data-driven strategic planning.
•	Identified over $1.5M in lost revenue due to missing clinical documentation. Collaborated with organizational leadership to develop a revenue recuperation plan.
•	Built custom dashboards to support organization specific care management program workflows: Hospital at Home, Mobile Integrated Health, Transitional Care Management, Zero Suicide, Virtual Transitional Care.  
•	Provided sustainable solutions for programs requiring recurring external data submissions.

Healthlink Advisors

•	Tripled organizational use of SlicerDicer, enhancing self-service capabilities through effective project management and stakeholder engagement.
•	Provided assessments outlining areas of opportunity for analytics, population health and Community Connect readiness, ensuring HIPAA compliance.
•	Configured Epic chronic disease registries, improving management of high risk populations and increasing quality measures.

Carle Foundation Hospital

•	Applied Lean Six Sigma methodologies to drive substantial improvements in operational processes, aligning with organizational excellence and compliance standards.
•	Proactively identified areas of opportunity to eliminate waste and mitigate risk associated with process defects
•	Provided guidance on project prioritization ensuring alignment with organizational strategy.
•	Collaborated with stakeholders to identify business requirements and desired outcomes.
•	Established KPIs and goals based on industry benchmarks.
•	Facilitated and coached multidisciplinary teams of subject matter experts through problem solving.
•	Managed documentation and provide regular project status updates to key stakeholders.
•	Streamlined workflows by identifying synergies, eliminating barriers, and promoting efficiency.

•	Led an ambulatory analytics team reporting for 50+ outpatient clinics, enhancing value-based care through the strategic use of data analytics.
•	Developed and executed an onboarding program, mentoring team members in managing large datasets, and utilizing project management tools to enhance reporting efficiencies.
•	Established and lead a new Population Health analytics team, demonstrating leadership capabilities.
•	Built custom Epic registries supporting Epic's Healthy Planet functionality and commitment to providing value based care.
•	Remediated all Epic native reporting content for Community Connect, ensuring HIPAA compliance.
•	Apply appropriate security access to analytic content, enabling organizational leaders to make data-driven decisions.
•	Responsible for regulatory reporting (HEDIS, MIPS, ACO), showcasing in-depth understanding of industry standards and regulations.

Business Intelligence Analyst

•	Performed in-depth analyses of patient surveys and clinical data, employing data visualization tools to identify trends that drive operational improvements.
•	Implemented new clinical processes across multiple units using project management methodologies, enhancing patient care and service quality—key elements in operational governance and process optimization.
•	Completed chart audits ensuring quality care and associated documentation was completed.
•	Used Kronos software to assist with staff scheduling for 100+ individuals.
•	Prepared and presented at multi-unit staff meetings containing 100+ individuals.
•	Provided direct patient care, demonstrating an in depth understanding of inpatient workflows and experience documenting in Epic as an end user.
•	Created learning modules distributed to all clinical staff in the organization (10,000+ individuals.)
•	Executed multiple staff appreciation projects, proving commitment to achieving high employee engagement.
•	Directed organizational marketing video, highlighting marketing, technology, and people management expertise.

Customer Service Liaison

•	Provided direct patient care, gaining insights into healthcare operations crucial for understanding data structures and patient information flow within healthcare systems.
•	Participated in a committee to streamline healthcare workflows, applying data-driven strategies to resolve inefficiencies, which is fundamental for supporting analytics maintenance and optimization tasks.

Health Care Technician

CEO Lean HealthTech | Consultant | MIT Certified AI in Healthcare | Epic, Population Health, Analytics

Taryn specializes in Epic, analytics, AI and process optimization. 

With her expertise, she transforms the way organizations use data and AI to make more informed business decisions. She has extensive experience with Epic including databases, reporting tools, and workflows. (Clarity, Caboodle, Chronicles, SlicerDicer, Reporting Workbench, Radar, Excel)

She leverages Lean Six Sigma methodologies to eliminate waste, increase efficiency, and improve the quality of care.

Taryn is MIT certified in Artificial Intelligence in Healthcare, has her Lean Six Sigma Black Belt from the American Society for Quality, a Graphic Design certificate from Texas A&M, and seven Epic certifications.

Taryn is the author of "Process Improvement in Healthcare" and host of the Lean HealthTech podcast.

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Nate Lewis

Taryn Shipley, MBA, CSSBB

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