11/12/26 "A CFO Tells His Story: A Real-World AI Digital Agent Successful Project" John Milligan CFO Syracuse Medical Health

"A CFO Tells His Story: A Real-World AI Digital Agent

Successful Project"

November 12, 2026

10:00 am PST (1:00 pm EST)

Join our Webinar with John Milligan, CFO from Syracuse Community Health with

Matt Leventhal, and Tim Moore from SmartSource Healthcare Communications

John D. Milligan, FACHE, FHFMA, CPA, is a highly accomplished healthcare finance and operations executive with nearly 30 years of leadership experience spanning Federally Qualified Health Centers, hospitals, health systems, and healthcare consulting organizations. Currently serving as Chief Financial Officer of Syracuse Community Health, he is responsible for ensuring the organization’s financial stability, overseeing budgeting, strategic planning, regulatory compliance, and fiscal operations. Recognized for mission-focused leadership, he works closely with executive leadership, physicians, boards, and community stakeholders to strengthen healthcare access and quality. He also collaborates on community partnerships and supports the recruitment and retention of qualified healthcare professionals.

Matt Leventhal

Matt Leventhal is a Regional Sales Manager with a successful 25+ year history of delivering impactful technology and communications solutions to medium and large companies in multiple industries. He is adept at inefficiency identification, process mapping and delivering enterprise-wide solutions to streamline processes and deliver results. He is also passionate about patient communications and emerging Ai technologies.

Tim Moore

Tim Moore, Director of Healthcare, is an expert in all forms of Patient Communications with a 35+ year career in the Healthcare Industry. Tim is skillful in modeling process flow and understands how emerging technologies and platform solutions will impact organizations. He is always looking forward to help healthcare organizations realize the future and adapt to it.

As Artificial Intelligence (AI) rapidly transforms the healthcare revenue cycle, organizations face a critical question: where does AI deliver the greatest impact, and where do human teams create the most value?

In this engaging webinar, we will show you how one large FQHC was able to strike the right balance. Using four AI applications, they increased productivity across their call center, improved patient satisfaction, and generated more revenue for the organization.

You will also discover where AI applications can drive measurable efficiency gains and how your human workforce remains essential to delivering exceptional financial and operational outcomes.

Join us on Thursday November 12, 2026, at 10:00 am PT (1:00 pm ET) to learn how AI-powered solutions can work alongside your staff, boosting productivity, reducing friction, and enabling your teams to focus on higher-value, complex tasks that automation alone cannot solve.

What You Will Learn:

Operational Impact:

Learn how AI can reduce abandoned calls, eliminate repetitive tasks, and streamline workflows across the revenue cycle. See how organizations are optimizing employee workloads and redeploying staff into more strategic, value-driven roles.

Financial Outcomes:

Explore the revenue upside of improved call handling and productivity. With only an estimated 32 percent of appointments currently managed through automation, there is a significant 68 percent opportunity to increase efficiency and unlock revenue potential across clinical departments.

AI Assistants Capabilities:

See real-world examples of how today’s advanced AI applications, acting as “AI Assistants,” can successfully manage inbound and outbound calls, improving access, responsiveness, and overall patient and staff satisfaction.

Why Attend?

This webinar will cut through the noise and focus on the actual net impact Digital Employees can have on your organization—both in budget optimization and revenue growth.

Who should attend:

Healthcare Executives – CEOs, CFOs, COOs, CQOs
Clinical Leaders – CMO, Quality, VPMAs, Physician Advisors, Departmental Chairs
Revenue Cycle Leaders
HIM/CDI Leaders
CDI team members

If you just cannot wait for the webinar, these professionals

are available to answer your urgent questions:

Michael Laidlaw, (408) 888-6874 or mk_laidlaw@yahoo.com

Matt Leventhal (949) 293-4832 or mleventhal@smartsourcellc.com

Tim Moore, (805) 551-0436 or tmoore@smartsourcellc.com

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