Scaling connection.
Driving outcomes.
Back for its fourth year, Scaling Up is 100% free, 100% virtual. Save your spot now. Early bird registrants lock in surprise perks.
October 13-14, 2026
Who you'll learn from
About Scaling Up
Scaling Up 2026 is where you solve the problems keeping you up at night.
This isn’t Digital 101. This is a virtual summit built for organizations that have outgrown basic marketing tactics and need real answers:
Your reality:
- Managing patient acquisition across 200+ locations with different market dynamics
- Proving ROI to a C-suite that’s asking tougher questions
- Running a complex marketing stack that needs to work together
We built Scaling Up for that. Every session goes deep. Every speaker has done the work before. And every strategy you take home is built to lead patients to your door.
What’s coming in 2026
Every year, the Scaling Up speaker lineup gets sharper, the session lineup goes deeper, and our community gets more ambitious. This year, we’re doubling down on what actually works—the frameworks your peers are using right now to acquire patients at scale, the measurement tactics that make CFOs listen, the channel strategies that move the needle when you’ve got 100+ locations to manage.
Join us October 13–14, 2026.
Get real solutions for healthcare’s toughest growth challenges
Master patient acquisition
Discover how to scale patient acquisition at 50, 100, or 500+ sites using full-funnel strategies aligned to the patient journey, growth goals, and provider utilization.
Optimize channel performance
Learn what’s working now in paid search, SEO, AI, and social. Get tactical frameworks to fine-tune campaigns and avoid the most common performance pitfalls.
Align with
operations
Gain insights on working cross-functionally with ops and finance to improve provider utilization, eliminate wasted spend, and maximize marketing effectiveness.
Prove ROI to
the C-suite
Learn how to defend every dollar in your marketing budget using HIPAA-compliant measurement technology and advanced measurement strategies.
This year's speaker lineup
Amanda Todorovich
Enterprise Executive Director, Digital Marketing
Amanda Todorovic is Enterprise Executive Director of Digital Marketing at Cleveland Clinic, where she leads the organization's consumer digital strategy and oversees a team of more than 100 professionals responsible for its digital marketing ecosystem.
With more than 25 years of experience in healthcare marketing, communications, and content strategy, Amanda is widely recognized as an industry thought leader. At Cleveland Clinic, she built the enterprise digital marketing organization from the ground up. The Health Library they created is the most visited health information platform in the world.
With more than 25 years of experience in healthcare marketing, communications, and content strategy, Amanda is widely recognized as an industry thought leader. At Cleveland Clinic, she built the enterprise digital marketing organization from the ground up. The Health Library they created is the most visited health information platform in the world.
Kendra Calhoun
Chief Marketing Officer
Kendra Calhoun serves as Chief Marketing Officer at Avera Health, where she leads enterprise marketing, communications, brand strategy, and patient engagement initiatives for one of the region’s largest integrated health systems.
With more than three decades of healthcare leadership experience spanning health systems, academic medicine, and health plan organizations, Kendra is recognized for driving growth, strengthening brand reputation, and advancing consumer-centered healthcare strategies. She is a respected industry leader dedicated to improving patient access and community health outcomes.
With more than three decades of healthcare leadership experience spanning health systems, academic medicine, and health plan organizations, Kendra is recognized for driving growth, strengthening brand reputation, and advancing consumer-centered healthcare strategies. She is a respected industry leader dedicated to improving patient access and community health outcomes.
Brett Groom
Chief Marketing Officer
Brett Groom is a healthcare marketing executive with more than 25 years of experience leading brand strategy, consumer engagement, digital marketing, and growth initiatives for nationally recognized organizations.
As Chief Marketing Officer at PT Solutions Physical Therapy, he leads efforts to strengthen patient acquisition, brand differentiation, and market growth. Throughout his career, Brett has built high-performing marketing organizations, championed data-driven decision-making, and driven measurable business results across healthcare and consumer-facing industries.
As Chief Marketing Officer at PT Solutions Physical Therapy, he leads efforts to strengthen patient acquisition, brand differentiation, and market growth. Throughout his career, Brett has built high-performing marketing organizations, championed data-driven decision-making, and driven measurable business results across healthcare and consumer-facing industries.
Katelyn Watson
Chief Marketing Officer
As Chief Marketing Officer at Talkspace, Katelyn Watson leads brand strategy, growth marketing, communications, and consumer engagement for one of the nation’s leading virtual behavioral health platforms.
With more than 20 years of experience across healthcare, technology, and consumer brands, she has built and scaled marketing organizations that drive measurable business growth. Katelyn is recognized for advancing innovative, consumer-centered strategies that expand access to care and strengthen brand performance.
With more than 20 years of experience across healthcare, technology, and consumer brands, she has built and scaled marketing organizations that drive measurable business growth. Katelyn is recognized for advancing innovative, consumer-centered strategies that expand access to care and strengthen brand performance.
Heather Lang
Chief Marketing & Experience Officer
As the Chief Marketing & Experience Officer (CMXO), Heather is an executive leader with over 25 years of experience in consumer marketing and strategic development.
She leads the HR and Marketing functions for Twin Cities Orthopedics (TCO), and Revo Health, an MSO that supports over 200 physicians and 3000+ employees. She is passionate about seeing healthcare organizations thrive and bringing brands to life. In November 2022, Heather expanded her role to oversee Revo Health’s Human Resources department.
She leads the HR and Marketing functions for Twin Cities Orthopedics (TCO), and Revo Health, an MSO that supports over 200 physicians and 3000+ employees. She is passionate about seeing healthcare organizations thrive and bringing brands to life. In November 2022, Heather expanded her role to oversee Revo Health’s Human Resources department.
Marissa Rossnagle
SVP of Marketing
Marissa Rossnagle is the Senior Vice President of Marketing at RejuvenX, a multi-location healthcare organization serving patients throughout Florida. She is responsible for advancing the company’s growth strategy through brand development, patient acquisition, digital marketing, and technology-enabled initiatives that strengthen market presence and expand access to care.
With over a decade of experience in healthcare marketing and multi-site growth strategy, Marissa has built and scaled marketing programs that connect patients with care while supporting sustainable organizational growth.
With over a decade of experience in healthcare marketing and multi-site growth strategy, Marissa has built and scaled marketing programs that connect patients with care while supporting sustainable organizational growth.
Kaela Shupe
VP of Marketing
Kaela Shupe is Vice President of Marketing at Tend, where she leads marketing strategy, brand growth, patient acquisition, and digital engagement initiatives for one of the nation's fastest-growing dental care organizations.
With nearly 20 years of experience in healthcare and multi-location marketing, Kaela has built a reputation for driving growth through data-driven strategies, demand generation, SEO, paid media, and customer experience optimization. She has a demonstrated track record of leading teams, executing operational strategies, and driving success in dynamic startup environments.
With nearly 20 years of experience in healthcare and multi-location marketing, Kaela has built a reputation for driving growth through data-driven strategies, demand generation, SEO, paid media, and customer experience optimization. She has a demonstrated track record of leading teams, executing operational strategies, and driving success in dynamic startup environments.
Kelly Meigs
VP of Marketing Strategy and Planning
Kelly Meigs is the Vice President of Marketing Strategy & Planning at Tanner Health. She has more than 24 years of experience in marketing, graphic design, public relations and communications, with a strong focus on brand strategy, community engagement and healthcare marketing.
Since joining Tanner Health in 2002, Kelly has held progressive leadership roles. She leads marketing, advertising, public relations, internal communications, brand standards and digital innovation efforts across the $1 billion healthcare system.
Since joining Tanner Health in 2002, Kelly has held progressive leadership roles. She leads marketing, advertising, public relations, internal communications, brand standards and digital innovation efforts across the $1 billion healthcare system.
Kim Valva
Associate VP of Business Development and Marketing
Kim Valva is the Associate Vice President of Business Development and Marketing for US Physical Therapy. Kim has nearly 20 years of experience in healthcare sales and marketing, having spent the last 15 years driving growth and operational excellence at USPh.
Known for her cross-functional leadership and relationship-focused approach, Kim’s diverse experience spans operations, medical sales, marketing, and mergers & acquisitions, giving her a unique perspective on both the strategic and day-to-day aspects of the growth and development side of healthcare.
Known for her cross-functional leadership and relationship-focused approach, Kim’s diverse experience spans operations, medical sales, marketing, and mergers & acquisitions, giving her a unique perspective on both the strategic and day-to-day aspects of the growth and development side of healthcare.
Chelsea Lockhart
Senior Director - Growth Marketing
Chelsea Lockhart is Senior Director of Growth Marketing at Sutter Health, one of the nation's largest integrated health systems, where she leads growth marketing strategy across service lines, health plan initiatives, and marketing automation. Prior to joining Sutter Health, Chelsea held marketing leadership roles at Bon Secours Mercy Health and Ochsner Health.
Recognized as a Salesforce Marketing Champion since 2021, Chelsea is known for helping healthcare organizations leverage data, technology, and automation strategies to drive growth.
Recognized as a Salesforce Marketing Champion since 2021, Chelsea is known for helping healthcare organizations leverage data, technology, and automation strategies to drive growth.
Mikaela Martin
Head of Client Acquisition
Mikaela Martin leads business development, marketing, and intake at Verbal Beginnings, a multi-state behavioral health organization delivering ABA, speech, and occupational therapy services. She focuses on designing and scaling integrated patient acquisition and intake systems, aligning marketing performance, referral pathways, and operational capacity across clinical and growth functions.
Her experience includes scaling healthcare organizations from 50 to over 100+ locations, with an emphasis on improving conversion efficiency, reducing funnel friction, and driving sustainable volume growth.
Her experience includes scaling healthcare organizations from 50 to over 100+ locations, with an emphasis on improving conversion efficiency, reducing funnel friction, and driving sustainable volume growth.
Valerie Stover
Senior Manager, Organic Growth & Community
Valerie Stover is the Senior Manager of Organic Growth & Community at Affordable Care, where she leads organic growth strategy across a nationwide network of hundreds of dental practices. She oversees local search, reputation management, AI and answer engine visibility, and attribution initiatives that connect organic performance to patient acquisition and business growth.
With more than two decades of experience in healthcare and multi-location marketing, Valerie has built and scaled digital marketing programs that drive measurable results.
With more than two decades of experience in healthcare and multi-location marketing, Valerie has built and scaled digital marketing programs that drive measurable results.
James Morgan
Director of Digital Engagement
James Morgan is Director of Digital Engagement at Cape Fear Valley Health, where he leads digital marketing, patient engagement, email strategy, and audience growth initiatives for one of North Carolina’s largest healthcare systems.
With over a decade of experience in healthcare marketing, digital media, and advertising, James specializes in data-driven marketing strategies that strengthen patient communications and drive engagement.
With over a decade of experience in healthcare marketing, digital media, and advertising, James specializes in data-driven marketing strategies that strengthen patient communications and drive engagement.
Ashley Minaudo
Director of Growth
With more than 10 years of experience leading growth, digital transformation, and customer acquisition strategies, Ashley is passionate about helping organizations build scalable marketing engines that drive measurable business results.
As Director of Growth Marketing for Smile Partners USA, Ashley leads enterprise growth initiatives supporting more than 130 dental and specialty practices and over 250 providers nationwide. Her work spans performance marketing, SEO, reputation management, analytics, marketing technology, website strategy, and patient acquisition, with a focus on aligning marketing investments to operational growth.
As Director of Growth Marketing for Smile Partners USA, Ashley leads enterprise growth initiatives supporting more than 130 dental and specialty practices and over 250 providers nationwide. Her work spans performance marketing, SEO, reputation management, analytics, marketing technology, website strategy, and patient acquisition, with a focus on aligning marketing investments to operational growth.
Lauren Leone
Chief Growth Officer
Lauren is Cardinal’s partnership expert! As Chief Growth Officer, she collaborates with clients to set strategic direction, identify new growth opportunities, and lead campaign execution.
She has more than nine years of experience in developing multi-channel digital marketing strategies that have helped multi-location healthcare groups scale from 16 to 200+ locations via acquisitions and de novo strategies.
She has more than nine years of experience in developing multi-channel digital marketing strategies that have helped multi-location healthcare groups scale from 16 to 200+ locations via acquisitions and de novo strategies.
Alex Membrillo
CEO
Some say Alex Membrillo was born to be CEO of Cardinal Digital Marketing. Others say the Flock chose him. Together with his team of high-flyers, Alex has led Cardinal to exponential growth thanks to an innovative approach to digital marketing.
A Digital Marketer of the Year by the Technology Association of Georgia (TAG), Alex also contributes to the Forbes Agency Council, with placements in national publications including Entrepreneur, Search Engine Journal, Physicians Practice, and The Wall Street Journal. He’s served as an expert speaker for the American Marketing Association, HCIC, SMASH Senior Care Marketing & Sales Summit, and SHSMD (among others).
A Digital Marketer of the Year by the Technology Association of Georgia (TAG), Alex also contributes to the Forbes Agency Council, with placements in national publications including Entrepreneur, Search Engine Journal, Physicians Practice, and The Wall Street Journal. He’s served as an expert speaker for the American Marketing Association, HCIC, SMASH Senior Care Marketing & Sales Summit, and SHSMD (among others).
Alex Kemp
Sr. Director of Applied Analytics
Alex started out at Cardinal five years ago as an SEO intern but soon realized that his heart truly lies with paid media. Fast forward to the present day, and he is currently our Director of Applied Analytics.
Alex spearheads all PPC strategies for multi-location healthcare brands like TheKey and LifeStance Health, helping them improve lead quality, increase patient volume, and get them more bang for their marketing buck. As an expert in machine learning and a friend to robots, Alex knows how to harness the power of AI-powered technology to improve media performance, reduce patient acquisition costs, and drive more conversions for our clients.
Alex spearheads all PPC strategies for multi-location healthcare brands like TheKey and LifeStance Health, helping them improve lead quality, increase patient volume, and get them more bang for their marketing buck. As an expert in machine learning and a friend to robots, Alex knows how to harness the power of AI-powered technology to improve media performance, reduce patient acquisition costs, and drive more conversions for our clients.
Rich Briddock
Chief Strategy Officer
Harking from the land of Big Ben, Rich’s digital marketing experience includes working on multi-million dollar media accounts for several Fortune 500 companies, including Verizon, H&R Block, and Equifax!
Rich specializes in developing holistic patient acquisition journeys that nurture patients through the funnel. Rich is an expert in building closed-loop reporting capabilities and helping clients gain insight into their marketing investments. He has deep experience developing media strategies for multi-location healthcare groups with 500+ locations and is driven to maximize performance.
Rich specializes in developing holistic patient acquisition journeys that nurture patients through the funnel. Rich is an expert in building closed-loop reporting capabilities and helping clients gain insight into their marketing investments. He has deep experience developing media strategies for multi-location healthcare groups with 500+ locations and is driven to maximize performance.
Ruchi Patel
Group Media Director
Ruchi joined the Flock with some solid paid search experience under her belt, particularly in the travel and ecommerce vertical. At Cardinal, her meticulous nature allows her to successfully manage paid media campaigns (which include paid search and display advertising) from planning to execution. It also helps that she LOVES well-formatted worksheets!
She works with multi-location healthcare groups like Peak Dental to develop a media mix that will build a reliable pipeline of high-quality leads. Ruchi is passionate about developing, executing, and optimizing cutting-edge digital campaigns and she’s got the skills to back it up!
She works with multi-location healthcare groups like Peak Dental to develop a media mix that will build a reliable pipeline of high-quality leads. Ruchi is passionate about developing, executing, and optimizing cutting-edge digital campaigns and she’s got the skills to back it up!
Evan Ilgenfritz
VP of Paid Media
Evan has over 11 years of paid media experience across a variety of industries. As Director of Paid Media Strategy, he works with Cardinal’s account and implementation teams to ensure that campaigns are driving the right value for each client while identifying and activating opportunities for growth.
Evan is experienced in managing campaigns through paid search, paid social, display, and video, giving him a unique perspective on performance optimization and full-funnel marketing strategies. Ultimately, Evan is laser-focused on deploying digital marketing initiatives that deliver meaningful and measurable results for the business.
Evan is experienced in managing campaigns through paid search, paid social, display, and video, giving him a unique perspective on performance optimization and full-funnel marketing strategies. Ultimately, Evan is laser-focused on deploying digital marketing initiatives that deliver meaningful and measurable results for the business.
Brandon Wilhelm
Group Media Director
Brandon is an experienced digital marketing leader with over 12 years of experience. He is currently serving as Group Media Director at Cardinal.
With a strong background in guiding strategic performance marketing, Brandon has worked extensively with SaaS, media, tech, and healthcare companies to drive growth and optimize marketing outcomes. His expertise in digital strategy and performance marketing makes him a trusted partner in scaling businesses and delivering impactful results across various industries.
With a strong background in guiding strategic performance marketing, Brandon has worked extensively with SaaS, media, tech, and healthcare companies to drive growth and optimize marketing outcomes. His expertise in digital strategy and performance marketing makes him a trusted partner in scaling businesses and delivering impactful results across various industries.
Rob Sauter
VP, Earned and Owned Media
Rob is an agency leader and statistical academic with over a decade of experience. He is currently making a difference at Cardinal and in the broader marketing community as VP of Earned and Owned Media.
Through agency partnership, he has led a myriad of Fortune 500 organizations and teams through a vast variety of marketing and growth challenges. Rob is a data driven growth professional focused on the science of marketing and dedicated to continued maturity of marketing impact.
Through agency partnership, he has led a myriad of Fortune 500 organizations and teams through a vast variety of marketing and growth challenges. Rob is a data driven growth professional focused on the science of marketing and dedicated to continued maturity of marketing impact.
Jacob Spikes
Associate Media Director
Jacob Spikes is a seasoned Paid Media Supervisor at Cardinal with over a decade of experience in paid digital media. He is passionate about helping people find solutions tailored to their needs and brings deep expertise in strategy, testing, and optimization. Jacob thrives in the ever-evolving digital landscape, embracing innovation and continuous improvement. His dedication to healthcare marketing stems from a desire to make a meaningful impact by connecting patients with the personalized care they deserve.
Lisa Fisher
Associate Media Director, Paid Social & Programmatic Lead
Lisa Fisher is a dynamic marketing professional with over 15 years of experience driving results across media strategy, campaign development, and performance marketing. As Associate Media Director and Paid Social & Programmatic Lead at Cardinal Digital Marketing, Lisa leverages her deep expertise in direct response/performance-based marketing to deliver measurable growth for clients. Her background spans top agencies and brands, including Coca-Cola, Northside Hospital, and Goodwill, with proven success across digital, social, influencer, programmatic, and traditional media channels.
Caro Costa
Senior Media Manager
Caro is well-versed in navigating multiple platforms, including TikTok, Pinterest, Facebook, Instagram, LinkedIn, and more. She has extensive experience in healthcare marketing, having worked both on the agency side and with reputable healthcare brands. This exposure has equipped her with valuable insights into crafting effective messaging and targeted designs tailored to the specific needs of the healthcare industry. Instead of seeking a one-size-fits-all solution, she focuses on providing personalized experiences based on individual preferences and interactions.
Jean Zhang
Senior Creative Director
Jean Zhang is the Senior Creative Director at Cardinal Digital Marketing, where she leads data-driven creative and technology strategies for clients. With a keen ability to analyze data from usability tests, focus groups, and campaign performance, Jean derives insights that form the backbone of client strategies. She has successfully launched numerous digital campaigns across web, media, email, video, content, and mobile platforms. Her expertise in demonstrating the value and ROI of her data-driven creative approach consistently converts project-based clients into long-term partnerships.
Hear from last year's attendees
Thanks for including me in Scaling Up. I enjoyed my session with Lauren and Rich.
Matt Stringer
CMO
I had the best time joining the conversation at Scaling Up! Thank you again for having me!
Ashley Minaudo
Director of Growth
Incredible insights as always from Scaling Up! You all did an amazing job bringing together so many smart people to share such great content!
Theresa Porcaro
VP of Growth & Marketing
This is an IMMENSE amount of value! Y’all rock. Kudos to the team for a well orchestrated event.
Mike Julian
Leading Audience Activation & Agency Partnerships
Thanks to the Cardinal team for some really meaningful and helpful sessions. I particularly enjoyed how tactical many of them were.
Steph Shuff
Marketing Campaign Manager
Thank you team for the great conference!
Adelie Landis
Senior Director of Marketing
So much energy on Scaling Up!!
Jessica Thompson
VP Communications
Cardinal Digital Marketing – that was a fun conversation. I learned a lot from Chris and Glenn!
Alan Shoebridge
Associate Vice President/Chief Communication Officer
So much great content! Kudos and thank you to the whole Cardinal Digital Marketing team.
Laila Waggoner
Chief Dot Connector
See who attended last year
In 2025, more than half of live attendees came from healthcare provider organizations. Nearly 70% held director-level or higher titles, including CMOs, VPs, and marketing leaders responsible for driving real growth across complex, multi-location organizations.
These aren’t rookies in healthcare marketing. They’re the ones making the high-stakes decisions—and they’re coming back in 2026.
Thanks to our 2025 sponsors
Where healthcare marketers go to grow
Join a community of growth-minded marketers and execs working on strategies that drive real, measurable outcomes.
Scaling Up is 100% free and built for the real-world challenges you face—like proving ROI and scaling patient volume.
It’s your go-to place to learn, connect, and grow alongside peers who get it.