The 4th Annual IVI Methods Summit will identify actionable changes and outline immediate actions, roles, and accountability metrics needed for substantive change to achieve health equity and true value in health technology assessment.

  • Dates: March 13-14, 2023
    • Day 1: Public Event (In-Person with Livestream)
    • Day 2: Public Event (Virtual) and Invitation Only (Virtual)
  • Location: Venable LLP, 600 Massachusetts Avenue NW, Washington, D.C. 20001

This two-day hybrid event will bring together two of IVI’s top change-focused projects—the Health Equity Initiative and the Economic Impacts Initiative. This year’s Summit will yield both a proceedings summary of the conference, as well as reports and recommendations from each respective project that emphasize immediate actions to improve health technology assessment and define areas of further research.


March 13, 2023

Day 1: Changing Accountability and Practice of HTA for Health Equity

Brief introduction and discussion of the objectives for the Methods Summit.


  • Jason Spangler, Innovation and Value Initiative
  • Jennifer Bright, Innovation and Value Initiative
  • Ilisa Halpern Paul, Venable LLP

This fireside chat will emphasize the essential role for patient insight and collaboration and highlight system-wide learning and challenges that remain for all actors.


  • Dora Hughes, Centers for Medicare & Medicaid Services

This keynote presentation will frame patient and family perspectives on why and how HTA needs to change – in mindset, methods, and practice – to achieve and uphold health equity.


  • Donna Cryer, Global Liver Institute

This panel discussion brings steering committee, key informant and roundtable participants in the IVI Health Equity Initiative to review key findings and call to action. Panelists will highlight priority actions for accountability and meaningful change in all dimensions of the Equity Framework. The panel discussion will include a Q&A session.


  • Moderator: Ilisa Halpern Paul, Venable LLP
  • Jennifer Bright, Innovation and Value Initiative
  • Kistein Monkhouse, Patient Orator
  • Karam Diaby, Otsuka Pharmaceutical Companies
  • Jackie McRae, PhRMA

This panel will consider priority actions for change in research methods, data generation, and reporting/communication of HTA to promote and sustain a focus on equity in HTA.


  • Moderator: Eberechukwu (Ebere) Onukwugha, University of Maryland
  • Nicole Boschi, National Multiple Sclerosis Society
  • Leticia Moczygemba, University of Texas College of Pharmacy
  • Daniel Touchette, University of Illinois Chicago
  • Stacey Kowal, Genentech
  • ISPOR Equity Special Interest Group

This panel will focus on actions that key users of HTA can take to promote accountability and practice change in the conduct and communication of HTA to promote and sustain focus on equity.


  • Nelly Ganesan, JPMorgan Chase & Co. – Morgan Health
  • Greg Baker, EmsanaRx
  • Yasmeen Long, FasterCures

This closing session will highlight remarks about the role of philanthropy and research funding in shaping change for health equity in HTA. The session will also culminate in reflections about the day’s dialogue and the vision for IVI’s future dissemination and implementation of recommendations from the Health Equity Initiative.


  • Nakela Cook, PCORI

IVI will discuss next steps following the conclusion of the Methods Summit.


  • Jennifer Bright, Innovation and Value Initiative
  • Jason Spangler, Innovation and Value Initiative

March 14, 2023

Day 2: Creating our Framework for Measuring Economic Impacts on Patients and Families

IVI Chief Executive Officer, Jason Spangler, will begin Day 2 of the IVI Methods Summit with reflections on the previous day.

This keynote discussion will highlight the opportunities to improve our research approach and some of the common challenges that researchers, advocates, and decision-makers are seeking to address.


  • Moderator: Jennifer Bright, Innovation and Value Initiative
  • Gwen Darien, National Patient Advocate Foundation
  • Gretchen Wartman, National Minority Quality Forum

IVI and AcademyHealth are collaborating to develop a guide for researchers and decision-makers to capture the full range of economic impacts on people living with serious health conditions. Panelists during this session will reflect on the process of developing the framework.


  • Moderator: Erica de fur Malik, Innovation and Value Initiative
  • Annie Kennedy, EveryLife Foundation for Rare Disease
  • Mary Reed, DrPH, Kaiser Permanente
  • Juan Marcos González Sepúlveda, PhD, Duke University, School of Public Health


The 2023 IVI 4th Annual Methods Summit is supported by contributions from PhRMA, Janssen Scientific Affairs, and Alexion Pharmaceuticals, and is partially funded through a Patient-Centered Outcomes Research Institute® (PCORI®) Eugene Washington PCORI Engagement Award (EASCS-24274). IVI general funds, which represent dues from diverse membership, also support this work.



Greg Baker


Nicole Boschi

National Multiple Sclerosis Society

Jennifer Bright

Innovation and Value Initiative

Nakela Cook

Patient-Centered Outcomes Research Institute

Donna Cryer

Global Liver Institute

Gwen Darien

National Patient Advocate Foundation

Karam Diaby

Otsuka Pharmaceutical Companies

Nelly Ganesan

JPMorgan Chase & Co. – Morgan Health

Juan Marcos Gonzalez

Duke University

Dora Hughes

Centers for Medicare & Medicaid Services

Annie Kennedy

EveryLife Foundation for Rare Diseases

Stacey Kowal


Yasmeen Long


Jacquelyn McRae

Pharmaceutical Research and Manufacturers of America

Leticia Moczygemba

University of Texas, College of Pharmacy

Eberechukwu Onukwugha

University of Maryland

Kistein Monkhouse

Patient Orator

Ilisa Halpern Paul

Venable LLP

Mary Reed

Kaiser Permanente Northern California Division of Research

Jason Spangler

Innovation and Value Initiative

Daniel Touchette

University of Illinois Chicago

Ashley Valentine

Sick Cells

Gretchen Wartman

National Minority Quality Forum