2023 Methods Summit

Rewriting the Playbook on Health Technology Assessment: Equity and Economic Impacts on Patients and Families

March 13-14, 2023 - Washington, DC

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

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


Monday, March 13, 2023

Brief introduction and discussion of objectives for the Methods Summit.

  • Jason Spangler, MD,  Innovation and Value Initiative
  • Jennifer Bright, MPA, Innovation and Value Initiative 
  • Ilisa Halpern Paul, MPP, Senior Policy Advisor, 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: Illisa Halpern Paul, Veneable, 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, Faster Cures

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 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

Tuesday, March 14, 2023

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 frameework.

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


Monday, March 13, 2023
10:00 AM – 3:30 PM EST

Tuesday, March 14, 2023
10:00 AM – 2:30 PM EST

Venable, LLP
600 Massachusetts Ave, NW
Washington, DC 20001
(In-Person and Live Stream)


The 4th Annual IVI 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.



Eberechukwu Onukwugha, MS, PhD
University of Maryland
Ilisa Halpern Paul, MPP
Venable, LLP
Jason Spangler, MD, MPH, FACPM
Innovation and Value Initiative
Greg Baker, RPh
Nicole Boschi, PhD
National Multiple Sclerosis Society
Jennifer Bright, MPA
Innovation and Value Initiative
Nakela Cook, MD, MPH
Patient-Centered Outcomes Research Institute
Donna Cryer, JD
Global Liver Institute
Gwen Darien
National Patient Advocate Foundation
Karam Diaby, PhD, MSc, CRA
Otsuka Pharmaceutical Companies
Nelly Ganesan, MPH
JPMorgan Chase & Co. – Morgan Health
Juan Marcos Gonzalez, PhD
Duke University
Dora Hughes, MD, MPH
Centers for Medicare & Medicaid Services
Stacey Kowal, MSc
Yasmeen Long, MS
Jacquelyn McRae, PharmD, MS
Pharmaceutical Research and Manufacturers of America
Kistein Monkhouse, MPA
Patient Orator
Mary Reed, DrPH
Kaiser Permanente
Daniel Touchette, PharmD
University of Illinois Chicago
Annie Kennedy
EveryLife Foundation for Rare Diseases
Ashley Valentine, MRes
Sick Cells
Gretchen Wartman
National Minority Quality Forum