Scaling connection.
Driving outcomes.

Who you'll learn from

About Scaling Up
Scaling Up 2025 is where healthcare marketers and executives come to solve real growth challenges. This virtual summit is packed with expert-led sessions that go beyond the basics and tackle the complexities of scaling patient acquisition across high-growth healthcare organizations.
Whether you’re optimizing media investments, aligning with operations, or proving ROI to the C-suite, you’ll walk away with the playbooks, tactics, and data strategies that actually drive impact.
Real strategies. Real results. Real growth.
Get real solutions for healthcare’s toughest growth challenges

Master patient acquisition

Optimize channel performance

Align with
operations

Prove ROI to
the C-suite
Our 2025 speakers
Matt previously served as the Chief Marketing Officer at Affordable Care, where he focused on improving accessibility and providing solutions for an underserved patient population. His leadership helped to strengthen Affordable Care’s position as a trusted provider of dental care.

Before joining 42 North Dental, Diane served as CMO and CBO at MyEyeDr., where she led marketing initiatives that supported growth to over 600 locations. Diane also served as CMO at Kmart Apparel, a division of Sears Holdings, where she led a 360° marketing strategy across all customer touchpoints.

Harriet has held senior roles at Kroger, LexisNexis, and Exhibit Concepts where she helped drive brand transformation, revenue growth, and innovation. She’s also served as a consultant, adjunct professor, and board member, guiding and supporting others on their professional journeys.

Before joining AEG Vision, Rachelle served as the CMO of Southern Veterinary Partners, where she led marketing through a period of exponential revenue growth, from $490 million to over $1.3 billion, culminating in a successful recapitalization.

Most recently, she served as Chief Marketing Officer at Smile Doctors, where she built and led a full-scale internal marketing team and spearheaded a successful brand refresh aligned with B2B and B2C growth goals.

Previously, Craig held senior marketing roles at Intermountain Healthcare, driving innovation across digital front door solutions and telehealth. He’s recognized for building top-performing teams and delivering transformative results in brand, experience, and growth strategy.

Prior to Medi-Weightloss, Brian held senior marketing leadership roles at Dental365, Alpaca Audiology, and Luxottica, where he spearheaded performance marketing, CRM, and digital transformation initiatives. His expertise lies at the intersection of strategy, creativity, and analytics, bringing a customer-centric approach to every stage of the marketing funnel.

Prior to joining OU Health in 2018, she served as Vice President of Marketing at Avera Health. Schultz Kouandjio holds an MBA from the Carlson School of Management and is known for her ability to align market readiness with operational strategy to unlock sustainable growth.

Kristy has previously held marketing leadership roles at MyOrthos and Benevis. Kristy brings strategic vision and hands-on execution to digital marketing, branding, and patient acquisition, with proven expertise in SEO, program management, and ROI optimization. She is a dynamic leader driven by purpose, innovation, and team growth.

She is an energetic global marketing leader with over 15 years of experience driving demand generation across tech startups and healthcare. She has built and led high-performing marketing teams worldwide, shaping strategy from early-stage growth through IPO. Theresa thrives in fast-paced environments—whether launching new brands, leading rebrands, or driving digital transformation.

Kelly is known for fostering collaborative, cross-functional teams and aligning brand efforts with core business values. Her work spans brand development, local market strategy, and patient engagement—always grounded in empathy, consumer insight, and a commitment to measurable outcomes.

Before joining UMP in 2024, Daniel served as SVP of Marketing and Communications at HOPCo, leading nationwide growth strategies for MSK practices. He also previously founded and led a marketing and PR firm focused exclusively on orthopedic specialties.

Prior to his role at Keck, Todd led digital media planning and innovation at Saatchi & Saatchi. During his tenure at Discovery Inc., he managed the company’s largest digital ad partnership for a decade and developed both a proprietary client reporting suite and an insight-driven ad product roadmap to support long-term growth.

Now Vice President of Healthcare Industry at SearchStax, he helps organizations elevate digital experiences through smarter, faster, and more personalized search. Known for combining data-driven strategy with people-centered leadership, Chris thrives at the intersection of marketing, technology, and customer impact.

He has over 15 years of experience in marketing and is now passionately dedicated to the healthcare sector. With an MBA in Marketing and pursuing an M.Sc. in Health Informatics, Alvaro expertly combines creative vision with unique data competencies. Previously, as Marketing Director at UT Southwestern Medical Center, he significantly grew the cardiovascular service line and achieved top national rankings.

Known for her collaborative leadership and data-driven approach, she is passionate about creating personalized, seamless digital experiences that drive access, loyalty, and business growth across 90+ locations.

Prior to joining Eleanor, Colin was BrightView’s Vice President of Marketing and Communications and has previously led marketing for Beacon Orthopedics and Sports Medicine (now OrthoAlliance) and served in a variety of marketing roles for other organizations. He earned his MBA from Indiana University’s Kelley School of Business and his Bachelor’s in Business Administration from the University of Cincinnati.

Chris is an accomplished marketing professional with demonstrated success in developing and executing strategic digital Omni-channel approaches to drive customer acquisition, retention, market growth and bottom-line profitability.

Prior to his role at Duly Health and Care, Monu Kalsi led a $100M marketing team at CNO Financial, driving 25% growth in D2C sales and launching MyHealthPolicy. He built a robust analytics function and scaled demand generation across thousands of agents and call centers.

With over 20 years of experience in healthcare and medical insurance marketing and communications, Alan has held leadership roles at Kaiser, Salinas Valley Health, and Moda Health. He currently serves on the boards of SHSMD, Healthcare Communicators Northwest, and Transition Projects.

Rowan also serves as Chief Development Officer at Pendulum House where he has led high-impact programs focused on influencer relations, community management, and performance marketing. With a strong foundation in both emerging digital channels and traditional media integration, Rowan brings a holistic, client-focused approach to growth and engagement.

Lori previously served as VP of Marketing at both Facial Aesthetics Inc. and Peak Dental Services, where her ability to identify market opportunities and develop innovative marketing strategies was instrumental in driving growth and expanding their reach.

His background spans B2B and B2C marketing, including founding a digital agency. Glenn is known for leveraging emerging technologies and user-focused design to deliver measurable, high-impact results across digital platforms.

Adelie’s agency background includes award-winning work at Faircom New York, notably for Human Rights Watch. With deep expertise in digital and social media, she excels at driving campaigns from concept to execution.

Ashley’s background spans roles from founder to senior director, managing multi-site strategies, mentoring high-performing teams, and driving measurable engagement and conversion growth.

Hear from last year's attendees

It was a great event. So happy that I was able to carve out time to join!


This is hands down the best, most focused healthcare marketing conference out there.


It was a great event. I am still planning on watching the replays. Cardinal provides a lot of great content and education. Wonderful job!


This is great. So much opportunity for learning and development-which is basically my favorite thing ever. I appreciate all the work the team puts into this every year.


Scaling Up was incredible. I’m so excited to go back & watch all the sessions. The sheer depth & breadth of learnings offered by the professionals in these sessions is hard to wrap my head around.


Scaling Up was incredible. Kudos to the entire team – loved every second of it. Anyone who isn’t here is MISSING OUT!

Cardinal no doubt put a TON of work to bring this digital conference to life—great job making it seem effortless and fun!

Relive Scaling Up 2024 on demand
Catch every insight from last year’s performance marketing summit. From scaling multi-site growth to unlocking better patient engagement, these sessions go deep into the real strategies behind today’s fastest-growing healthcare groups. Watch now to gear up for an even bigger 2025.

Read key takeaways from Scaling Up 2024
Scaling Up isn’t just another healthcare marketing event—it’s the playbook for tackling the industry’s biggest challenges. From cracking the code on ROI and reaching elusive patient audiences to solving low patient volumes, this year’s sessions delivered the insider strategies you need to stay ahead.

See who attended last year
In 2024, 77% of attendees came from healthcare provider organizations, and 61% worked in marketing roles. Nearly 70% held director-level titles or above, including CMOs, VPs, and other decision-makers focused on scaling patient acquisition.
As an attendee, you’ll be in good company, surrounded by peers who understand the challenges of growth and are serious about driving measurable results in healthcare marketing.
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.