The profile for the position of Chief Executive Officer (CEO) of the Wisconsin Medical Society (Society) was developed based on organizational data and interviews with Society leaders, volunteers and staff. These discussions were conducted to identify and prioritize the skills, knowledge, experience, qualifications and qualities required and desired in a next CEO. Information regarding programs and services, organizational and cultural factors and challenges and opportunities for the Society was also developed from these discussions.
The Wisconsin Medical Society is the largest association of medical doctors in the state. With 10,000 members dedicated to the best interests of their patients, the Society has been a trusted source for health policy leadership since 1841. The Society represents the unified voice of physicians where decisions are being made that impact the future of health care, including at a state and national level and in the private and public market sectors.
The Society ensures the voice of physicians is heard, not only in the state and U.S. Capitols, but wherever the future of health care for Wisconsin citizens is debated. In addition, the Society provides physicians with leadership opportunities, offers innovative educational programming, fosters professionalism and has a number of products, services and practice management resources available for physicians and their health care teams.
Improve the health of the people of Wisconsin by supporting and strengthening physicians’ ability to practice high-quality patient care in a changing environment.
Enable physicians to lead efforts with other health care partners to optimize health care delivery and ensure accessible, efficient, patient-centered quality care for all the people of Wisconsin.
The Wisconsin Medical Society is committed to ensuring that citizens have access to high quality, affordable care. By focusing efforts on its key strategic initiatives, the Society can have the greatest impact on health care for all patients in Wisconsin.
The Society’s strategic priorities and related goals include the following:
- Grow the Influence of the Wisconsin Medical Society and the profitability of its Holdings Corporation:
- Advocating for the interests of all physicians and patients to health systems and other physician employers, insurance companies, politicians and governmental agencies.
- Recruiting and retaining members; effective messaging on the indispensability of physicians standing together for advancement of health care.
- Building the Society’s commitment to diversity, equity and inclusion.
- Recognizing the causes of and reducing physician burnout.
- Offering desirable and profitable products and services; diversifying revenue streams.
- Steward the Society’s assets:
- Manage the financial health of the Society balancing revenues and costs without reliance on reserves; diversify revenue streams.
- Build a high performing team to support the mission of the enterprise.
- Attract and retain leaders at all levels for the sustainability of both the Society and the Holdings Corporation.
- Convene and engage stakeholders to develop the enterprise’s next strategic plan.
PROGRAMS AND SERVICES
The Society delivers its mission through the following key endeavors:
- Public health issues
- Legal/legislative issues
- Education issues
- Access and financing issues
- Ethical and judicial issues
- Practice, organization and interprofessional issues
- On-demand webinars
- Performance improvement continuing medical education activities
- Accredited activities approved for Maintenance of Certification Part II and IV, assisting physicians in fulfilling specialty board requirements
Resources through its Holdings Corporation (“Holdings”)
- WisMed Assure
- WisMed Financial
HOLDINGS CORPORATION (“HOLDINGS”)
This for-profit arm of the Wisconsin Medical Society provides services and resources that enhance member value while earning revenue to support the mission and work of the Society. Currently the two active subsidiaries of Holdings are: WisMed Assure and WisMed Financial.
WisMed Assure was founded in 1978 and is the only Wisconsin-based insurance firm exclusively serving the healthcare community. Owned by the Wisconsin Medical Society, WisMed Assure’s revenue supports the fulfillment of the Society’s mission.
Thousands of Society members have benefited from the collaborative efforts of WisMed Assure to provide insurance products and services that meet the diverse needs of Society members, with the expertise of insurance advisors focused exclusively on their profession and the healthcare industry. In many cases WisMed Assure is able to negotiate member-only additional benefits such as premium discounts, risk management programs, options and coverages only available to Society members.
WisMed Assure offers a full menu of business and individual insurance products, including the following:
- Medical Professional Liability
- Clinic, Hospital and Other Medical Facility Business Insurance, including:
- Business Owner’s – Property, General Liability, Auto
- Management Liability (Directors & Officers, Employment Practices, Fiduciary and Crime coverage)
- Cyber Liability / Information Security
- Worker’s Compensation
- Employee Benefits Programs and Services including:
- Group Health – including an exclusive Association Health Plan for members
- Group Disability and Life Insurance
- Individual Income Protection
- Life insurance
- Disability insurance
- Long-term care
- Medicare Supps
For more information, visit: https://wismedassure.org/
The Society recently created WisMed Financial, Inc. which provides financial advice that physicians can trust to alleviate financial stress and lead to a more fulfilling personal and professional life. WisMed Financial offers counsel by a certified financial planner for physicians within the Society.
The Society believes that income along with financial security is essential to a physician’s well-being and ability to provide the best patient care.
For more information, visit: https://www.wismedfinancial.org/
WISCONSIN MEDICAL SOCIETY FOUNDATION
The Wisconsin Medical Society created the Foundation in 1955 as a distinct entity with its own governance in order to separate its traditional advocacy role from the Foundation’s charitable role. The CEO of the Society serves as Secretary of the Foundation Board. As the 501(c)(3) public, nonprofit affiliated with the Wisconsin Medical Society, the Foundation’s programs complement the mission of the Society and its shared priorities.
For more information visit: https://foundation.wismed.org/wisconsin/
The Chief Executive Officer leads and directs the Society to achieve execution of key strategic goals and policy, consistent with its stated mission as defined by the Board of Directors. The CEO is responsible for establishing and achieving the operating and financial objectives, and for the growth of the Society, Holdings and Society business interests. The CEO ensures that the Society retains its unique identity as the voice of organized medicine in Wisconsin. The CEO works closely with physician leadership within the Society and with key stakeholder organizations to develop relationships and lines of communication with relevant audiences to create and carry out collaborative initiatives that effectively present the Society’s policy agenda.
The Chief Executive Officer reports to the Board of Directors of the Wisconsin Medical Society, with primary interaction with the Society Board Chair and its Executive Committee. This position also serves as Chief Executive Officer of the Wisconsin Medical Society Holdings Corporation, (“Holdings”) and, in such role, reports to the Board of Directors of Holdings. The CEO has 8 direct reports: Chief Value & Engagement Officer; Chief Accounting Officer; Chief Operating Officer; Chief Policy & Advocacy Officer; Chief Technology Officer; President WisMed Assure; Executive Director, WisMed Financial; and Executive Assistant to the CEO.
ESSENTIAL FUNCTIONS/DUTIES & RESPONSIBILITIES
In conjunction with the Board of Directors, senior management, staff and key stakeholders, the CEO:
- Develops the strategic plan, including goals, objectives and timelines.
- Interprets the strategic plan to members, Society staff and other stakeholders in order to ensure alignment of effort.
- Ensures that Society activities, policies, communications and resources support the strategic plan.
Policy Development and Advocacy
- Provides supervision and leadership in the formulation of new policy and program initiatives, based on current knowledge of healthcare issues and the impact on the physician community.
- Ensures that policy and program initiatives are reviewed by the Board and implemented by Society leadership and staff.
- Speaks on behalf of members, fulfilling the Society’s role as the physicians’ voice and advocate for the health of the people of Wisconsin in matters of public health, legislation and the profession of medicine.
- Represents the Society to elected officials, regulatory bodies, other associations and organizations, the media and the public at large in a variety of public settings.
- Continue the Society’s long and successful work within the American Medical Association by advancing the Society’s statewide policy initiatives at the national level.
Member Development and Engagement
- Establishes and grows collaborative strategic partnerships with physician leaders and other healthcare leaders statewide, including healthcare organizations of all sizes, private physician practices, large integrated delivery systems, medical schools, residency and fellowship programs, county medical societies, specialty societies and medical associations nationwide to facilitate the recruitment and retention of a strong membership base among Wisconsin physicians.
- Fosters sound working relationships among the Boards of Directors, various committees, task forces and senior management in order to accomplish the goals and objectives of the Society and Holdings.
- Acts as Secretary to the Board of Directors in accordance with Society by-laws.
- Acts as Secretary to the Foundation Board of Trustees in accordance with the Foundation’s by-laws.
Fiscal and Management Responsibilities
- Establishes an effective organization structure supporting key functions and progress toward the Society’s mission.
- Serves as the Holdings Corporation CEO, ensuring profitability and added value.
- Ensures that the organization is running effectively and efficiently with prudent fiscal management to deliver strongly on the mission and value of the Society for its members.
- Ensures the work of the Society is supported by effective and efficient processes for delivering quality products and services, for appropriate governance and for an effective working environment.
- Clearly articulates priorities and manages accountability of senior management and staff.
- Establishes guidelines in collaboration with the leadership team to delineate responsibility for oversight and management of operational and internal policy issues.
- Serves as Secretary of the Foundation Board of Trustees and -supports efforts to ensure that the mission of the Foundation is fulfilled and programmatic initiatives are enhanced.
EXPERIENCE AND QUALIFICATIONS
- Medical Degree or other advanced degree such as PhD, MPH, or MBA preferred;
- Minimum of seven years of relevant executive or senior-level experience with physicians and volunteer Boards in a healthcare setting; medical society/healthcare association experience preferred;
- Understands the healthcare environment broadly, including practice, regulatory and business dynamics and their impact on independent and employed physicians;
- Demonstrated success and track record in organizational management including staff leadership, fundraising, advocacy, operations, member recruitment and retention and strategic planning;
- Strategic business acumen with a strong track record in operations and finance;
- Demonstrated success in building and maintaining relationships, with a strategic focus on a strong staff and volunteer base;
- Successful track record of internal and external team building and cultivating relationships among all stakeholder groups.
The successful candidate will possess a wide range of traits, knowledge, skills and abilities necessary to perform effectively:
- Ability to understand, interpret and articulate the Society’s strategic plan and current policies to members.
- Demonstrated success in leading an organization/business unit through transition and change.
- Demonstrated record of managing organizational/business unit financial success.
- High level of personal and professional integrity; demonstrated fairness in working with others; and service to professional organizations.
- Ability to listen, ask questions that surface for clarity and clear examples of how the knowledge gained improved the work product and outcomes.
- Professional in demeanor and presentation. Strong communication skills, including listening and presentations for diverse audiences, ranging from large public groups to Boards of Directors to one-on-one with members, constituents and other stakeholders.
- Ability to respond effectively to both routine and complex issues raised by members, patients, regulatory agencies, legislators or stakeholders in the business community.
- Demonstrated ability to develop new business efforts and transition them to organizational success.
- Team leader, player and builder. Strong human relations skills, inspiring to others. Visionary, enthusiastic, creative, forward thinking and innovative; capable effective problem resolution; creative thought and encouraging others to do the same.
- Understanding of Wisconsin’s desire to perpetuate the state’s progress in maintaining and improving upon the physician-patient relationship, the patient experience, patient safety, quality outcomes and efficiencies.
- Active involvement in the political environment at the state and/or national level; understands the health care delivery and payment reform issues, as well as quality, efficiency and information flow.
- Understands the unique membership needs of physicians in varying practice environments; ability to create credible relationships with major physician groups and other key organizations.
- Willing and able to travel throughout Wisconsin on a regular basis, and nationally, as necessary.
ATTRIBUTES OF THE NEW LEADER
The new CEO must demonstrate a firm commitment to and passion for the Society’s mission and vision. In addition, the CEO should possess a variety of attributes, including:
- Leadership: ability to coordinate, facilitate and participate in a collaborative approach to help others achieve goals
- Vision/Strategic Thinking: ability to build a shared vision with others; keeps mission, vision and value at the forefront and proposes course of action that furthers the strategic priorities of the organization
- Analytical Thinking: ability to identify and anticipate issues, relate comparative data and identify solutions
- Resource Management: ability to ensure effective and sustainable use of resources and assets (financial, human, physical, and information)
- Judgement: displays willingness to make thoughtful decisions in a timely manner, exhibits sound judgment
- Negotiation/Influence: ability to explore alternatives and positions to reach agreement and solutions that gain acceptance of all parties
- Communication: ability to clearly convey ideas through a variety of media, engaging others and inviting input.
- Ethics/Integrity: sets an example by modeling high standards of performance, honesty, inclusivity and truthfulness.
Those interested in applying should prepare a confidential resume and a cover letter outlining specific qualifications related to this position profile, using one of these options:
- Complete the resume submission form below, and include your resume and cover letter.
- Email your resume with cover letter to: Jill Christie, President, Tuft & Associates, c/o firstname.lastname@example.org; phone 312-642-8889