Leadership

Since founding Modernizing Medicine^® in 2010, Daniel has led his team to raise $332 million and employ 700+ people.

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Daniel Cane

CHIEF EXECUTIVE OFFICER & CO-FOUNDER

Michael oversees our seven specialty verticals, all while continuing to practice dermatology.

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Michael Sherling, MD, MBA

CHIEF MEDICAL AND STRATEGY OFFICER

Joe leads all direct client-facing activities, emphasizing scaling the business and supporting clients.

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Joe Harpaz

PRESIDENT AND CHIEF OPERATING OFFICER

Since founding Modernizing Medicine^® in 2010,Daniel has led his team to raise $332 million in total investment and employ 700+ people.

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Daniel Cane

CHIEF EXECUTIVE OFFICER & CO-FOUNDER

Michael oversees the development and growth of our seven specialty verticals, all while continuing to practice dermatology.

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Michael Sherling, MD, MBA

CHIEF MEDICAL AND STRATEGY OFFICER

Joe leads all direct customer-facing activities, emphasizing scaling the business and supporting customers.

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Joe Harpaz

PRESIDENT AND CHIEF OPERATING OFFICER

Karen is responsible for finance and accounting functions for Modernizing Medicine.

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Karen O'Byrne

CHIEF FINANCIAL OFFICER

Mark has over 15 years of experience in providing legal representation to technology companies.

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Mark Fleisher

SENIOR EXECUTIVE VP AND GENERAL COUNSEL

Rick oversees sales, marketing and business development with a focus on strategy, operations and client success.

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Rick Von Pusch

CHIEF REVENUE OFFICER

Valerie leads the company's compliance strategy.

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Valerie Puckett

VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

Kathleen oversees people operations for the company’s 700+ employees and more.

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Kathleen Bocek

SENIOR VICE PRESIDENT OF PEOPLE, PLACES AND ADMINISTRATION

Patrick leads revenue cycle operations and sales, as well as Modernizing Medicine professional services.

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Patrick DeAngelo

SENIOR VICE PRESIDENT AND GENERAL MANAGER OF BUSINESS SERVICES

Patric oversees the development of the company’s software products and directs the Cloud Services Engineering Group.

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Patric Edmondson

SENIOR VICE PRESIDENT OF PRODUCT DEVELOPMENT

Brad leads our Onboarding Services, Support Services, Business Services, Data Services and Customer Success teams.

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Brad Rennick

SENIOR VICE PRESIDENT OF CUSTOMER SUCCESS

Drawing on strong entrepreneurial, medical, technical and leadership backgrounds, Modernizing Medicine^®’s executive team members are innovators in their fields working together to “modernize medicine” and improve outcomes in healthcare.

Daniel Cane

CHIEF EXECUTIVE OFFICER & CO-FOUNDER

Daniel is CEO and co-founder of South Florida-based Modernizing Medicine, Inc., a healthcare IT company that is revolutionizing the way in which healthcare information is created, consumed and utilized to increase practice efficiency and improve patient outcomes.

Founded in February 2010, Modernizing Medicine has grown to over 700 employees and has raised over $332M in total investment.

Known for its progressive growth as a medical technology company, Modernizing Medicine is frequently recognized both nationally and regionally for its achievements under Daniel’s leadership. In 2016, 2017 and 2018 the company was named one of Fastest Growing Companies in North America on the Deloitte 2016 Technology Fast 500™ list. Consecutively starting in 2015, the company has been named to the exclusive Inc. 5000 list, a prestigious compilation of the fastest growing private companies in the country. Forbes named the company as one of America’s Most Promising Companies in 2013 and 2015. The company has been included on lists of great workplaces, such as Modern Healthcare’s Best Places to Work in Healthcare in 2015 and South Florida Business Journal’s #1 Best Place to Work in the same year. The U.S. Chamber of Commerce named Modernizing Medicine the Small Business of the Year Regional Finalist, and honored Daniel and Chief Medical and Strategy Officer and Co-founder Dr. Michael Sherling with the Leadership in Health Care Award. The South Florida Business Journal selected Modernizing Medicine as the Business of the Year in 2012, 2015 and 2018.

Daniel has received numerous personal accolades during his tenure at Modernizing Medicine. In 2018 the Research Park at FAU honored Daniel with the Distinguished Entrepreneur Award. In 2016 the South Florida Business Journal included Daniel as a South Florida Ultimate CEO. In 2015 he was named EY Entrepreneur of the Year®. In 2014 the Sun Sentinel announced that Daniel earned the title of Excalibur Awards Palm Beach Small Business Leader of the Year for 2013. He was also named a Palm Beach County Ultimate CEO by the South Florida Business Journal and a CEO of the Year by CEO World.

An entrepreneur, Daniel has a BS in Applied Economics from Cornell University, where, as an undergraduate, he co-founded Blackboard Inc., raised over $100M in venture capital and in 2004 helped take the company public on the NASDAQ (BBBB). In 2011, Blackboard was sold for $1.6B.

Active in the local community, Daniel serves as the Vice-Chairman of the Board at the South Florida Science Center and Aquarium and is on the Board of Directors of the United Way of Palm Beach County.

Daniel works, lives and enjoys life with his wife and three children.

Michael Sherling, MD, MBA

CHIEF MEDICAL AND STRATEGY OFFICER

Dr. Michael Sherling is the co-founder and Chief Medical and Strategy Officer of Modernizing Medicine. In 2014 Michael, along with Dan Cane, received the U.S. Chamber of Commerce’s Leadership in Healthcare Award.

Michael is responsible for the strategy and medical innovation within Modernizing Medicine’s suite of products and services for dermatology, gastroenterology, ophthalmology, orthopedics, plastic surgery, otolaryngology and urology specialties. With Dan Cane, he has developed novel software solutions for EHR, MIPS and ICD-10 automation.

Under his leadership, Modernizing Medicine has established a user base of over 12,000 providers and raised over $332M in total investment.

Michael is a dynamic speaker and has had the honor of speaking at the 2018 and 2017 Association of Dermatology Administrators & Managers (ADAM) Annual Meetings, the 2016 Dermatology Entrepreneurship Conference and 2015 Health 2.0 Conference’s “Tools to Fix the Clinical User Experience.”

Michael has been a practicing dermatologist since 2006 and currently practices in a comprehensive skin care dermatology group in Palm Beach County, Florida. Michael also serves on the Advisory Board for the Florida Atlantic University Charles E. Schmidt College of Medicine. Michael is board certified by the American Board of Dermatology. Prior to relocating to Florida, he was the Associate Director of Laser Medicine and Skin Health at Brigham and Women’s Hospital in Boston and served as the Associate Residency Program Director for Harvard Medical School’s Department of Dermatology. He has several publications in peer-reviewed medical literature.

Michael obtained his BS in Biology at Brown University with honors in 1996, his MD from Yale School of Medicine with honors in 2002 and his MBA from Yale School of Management in 2002. He received his clinical training at Harvard Medical School, where he served as chief resident in dermatology.

Joe Harpaz

PRESIDENT AND CHIEF OPERATING OFFICER

Joe Harpaz serves as President and Chief Operating Officer of Modernizing Medicine. In his role, Joe leads growth and scale at Modernizing Medicine as the company aims to deliver best in class product and customer experience to make a true difference in healthcare tech.

Joe has over 20 years of experience in building and leading high growth B2B software businesses that operate in complex and regulated industries. He’s known for his ability to lead and inspire large organizations while driving innovation and growth at scale.

Prior to Modernizing Medicine, Joe spent over a decade at Thomson Reuters and was behind the vision, strategy, and leadership of the highest growth business in the company. As Managing Director of the Corporate Market, Joe led the industry leading ONESOURCE™ corporate tax technology business with nearly $600M in global revenues. Through Joe’s leadership, ONESOURCE partnered with major software vendors including NetSuite, Oracle, SAP, Microsoft amongst others and is implemented by experts at Deloitte, KPMG, PWC, E&Y as well many global system integrators and regional consultancies.

Earlier in his career, Joe founded Immediatech and the GoFileRoom™ cloud workflow solution and was recognized as an industry innovator multiple times in Accounting Technology’s “40 under 40.” Acquired by Thomson Reuters in 2005, GoFileRoom™ is utilized by the leading professional services firms in the industry and was the first true web based multi-tenant platform for managing workflow and document management for accounting firms. Joe has also served on the board of a digital healthcare company focused on quality metrics and workflow solutions for medical imaging providers and payers, which was acquired in 2017.

Joe is well known as an industry thought leader, is a frequent public speaker and a regular contributor on Forbes.com.

Joe has a degree in Electrical & Computer Engineering from Carnegie Mellon University and a Masters in Finance from the City University of NY, Zicklin School of Business.

Karen O'Byrne

CHIEF FINANCIAL OFFICER

Karen joined Modernizing Medicine in 2011 and serves as Chief Financial Officer. Overseeing all finance and accounting functions for Modernizing Medicine. Karen brings more than 25 years of financial, operational and strategic experience from technology-based organizations, including enterprise software, B2C technology, systems integration, web hosting and managed services. She is strategically minded, with a proven record of driving profit improvement, leading business growth, establishing and scaling efficient operations and building operationally focused teams.

Prior to Modernizing Medicine, Karen served as the Chief Financial Officer for Campus Management Corp., a software development company that provides post-secondary education institutions with administrative and academic solutions. Karen also served as Senior Director of Business Planning and Finance for Verio, Inc., an NTT America company that provides global web hosting and managed services. Karen began her career in public accounting with nine years of advisory and attestation management experience serving both public and privately-held companies across a wide range of industries.

In 2017, Karen was honored by Florida Governor Rick Scott with the Business Ambassador Award. The South Florida Business Journal also listed Karen one of South Florida’s Most Influential Business Women in 2013 and named her 2014 CFO of the year. She is a certified public accountant and a certified global management accountant and holds an MBA and BS in Accounting, both from the University of Florida.

Mark Fleisher

SENIOR EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL

Mark serves as Senior Executive Vice President and General Counsel. Mark has over 15 years of experience in providing legal representation to technology companies. Prior to joining Modernizing Medicine, Mark was a partner with K&L Gates LLP, an international law firm. Prior to K&L Gates, Mark served as Of Counsel with the firm Broad and Cassel and as an associate in the Silicon Valley offices of Latham & Watkins LLP and Wilson Sonsini Goodrich & Rosati, P.C. Mark also previously served as Director, Legal—North America for Avanex Corporation, which was a Silicon Valley-based provider of photonic processing solutions. Mark received an A.B. degree from Duke University and a J.D. degree from Harvard Law School.

Rick Von Pusch

CHIEF REVENUE OFFICER

Rick Von Pusch is the Chief Revenue Officer and is responsible for all sales, marketing and business development activities. Rick brings extensive experience from his over 20-year career with four business-to-business software technology companies, all focused on helping customers increase revenue and operational efficiencies.

Rick has a record of success in growing software and services companies by implementing creative, yet scalable sales and marketing strategies, maintaining an intense focus on customer success and ensuring a strong operational focus when building successful sales and marketing teams.

Prior to joining the Modernizing Medicine team, Rick was Senior Vice President of Sales, Marketing and Operations at Dealertrack, a leading SaaS provider for the Automotive and Automotive Lending industries. As a member of the leadership team, Rick held various positions including responsibilities for sales, marketing, service and operations.

During his tenure, he also led three different business units, including Dealertrack Canada. Before Dealertrack, Rick was Vice President of Sales and Marketing for 5square.com, a venture-backed CRM company, and Vice President of US Retail Sales for Reynolds and Reynolds, a leading software solution provider in the retail automotive industry.

Rick started his career in sales with NCR Corporation. Rick holds a BA in Management Information Systems from the University of South Florida.

Valerie Puckett

VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

Valerie Puckett is the Vice President and Chief Compliance Officer for Modernizing Medicine. She brings almost 20 years of compliance experience, including building and maturing ethics and compliance programs. She leads the company’s compliance strategy by facilitating strong working relationships with senior leadership in all business units to understand key business objectives and to identify potential compliance risks.

Primary areas of expertise include, but are not limited to, compliance, ethics, privacy, regulatory affairs, government and other contracting risk, global anti-corruption, anti-kickback statute, Stark Law, false claims, IT Security, healthcare revenue cycle, auditing and monitoring, process improvement, quality (MIPS), EDI and leading others.

Prior to joining Modernizing Medicine, Valerie most recently worked at Alliance Spine and Pain Centers as the Ethics and Compliance Officer and McKesson Corporation, where she served as the Vice President, Chief Ethics and Compliance Officer over McKesson Health Solutions.

Certified in Healthcare Compliance (CHC), Privacy (CIPP/US) and Coding (CPC), Valerie received her Bachelor of Science in Health/Healthcare Administration and Management from California State University – Northridge and earned her MBA from Union University.

Kathleen Bocek

SENIOR VICE PRESIDENT OF PEOPLE, PLACES AND ADMINISTRATION

Kathleen Bocek joined Modernizing Medicine in 2018 as the Senior Vice President of People, Places and Administration. In this role she oversees people operations for the company’s more than 700 employees, plus business partners, engagement services and facilities.

Kathleen brings over 20 years of providing people resource and support experience, specializing in developing human resources vision and strategy; making the human resources function part of operations with reporting metrics; managing a large remote workforce; and providing support to the "people" part of business.

Before joining Modernizing Medicine Kathleen served as the Vice President of Human Resources for Campus Management Corp., a software development company that provides post-secondary education institutions with administrative and academic solutions. She worked as Vice President of People Resources for Willow CSN (now Arise), a leading provider of virtual business services, where she was responsible for people operations, recruiting, staffing, training, culture and general support. Previously she worked as the Director of Human Resources for the Home Shopping Network.

The South Florida Business Journal honored Kathleen with an award for Outstanding Leadership in Human Resources in 2009 and she served on the Board of Susan G. Komen South Florida from 2011 through 2015. She holds an MA in Human Resource Management from Marymount University and a BA in Biology from Loyola Marymount University.

Patrick DeAngelo

SENIOR VICE PRESIDENT AND GENERAL MANAGER OF BUSINESS SERVICES

Patrick DeAngelo is the Senior Vice President and General Manager of Business Services. He is responsible for revenue cycle operations and sales, as well as Modernizing Medicine professional services, including MIPS Advising.

Over the past 20 years, Patrick’s leadership experience in all aspects of revenue cycle, patient experience and practice workflow have driven both top and bottom line improvement to physicians, hospitals and health systems. Patrick’s focus on setting goals based on quality and results-driven metrics inspires teams to strive for continuous improvement while promoting a high-performing, enthusiastic corporate culture.

Patrick has a vast background in both operational and technical enterprise-wide revenue cycle leadership positions within various healthcare organizations, including some of the largest companies in the business: Siemens, McKesson and Change Healthcare. Patrick’s career in revenue cycle began at Shared Medical Systems (SMS). As a senior consultant, he engaged with customers through implementing and optimizing revenue cycle applications. When Siemens acquired SMS, Patrick joined the revenue cycle outsourcing division and served in various roles in both operations and IT. Patrick then spent over 12 years with McKesson and Change Healthcare in roles including CIO/CTO, SVP of Integration, SVP & GM of Strategic Services, and SVP & GM of Hospital & Health System. He successfully delivered innovative technology, drove continuous process improvement, and established an immense global footprint focused on operational excellence.

Patrick has a well-founded reputation of building and maintaining strategic customer relationships while innovating and shifting business responsibilities based on the latest healthcare trends.

Patrick holds a BS in Biology from East Stroudsburg University in Pennsylvania.

Patric Edmondson

SENIOR VICE PRESIDENT OF PRODUCT DEVELOPMENT

Patric Edmondson serves as Senior Vice President of Product Development at Modernizing Medicine, overseeing the development of the company’s software products and separately directing the Cloud Services Engineering Group responsible for cloud operations. Prior to joining Modernizing Medicine, Patric served in executive roles at Campus Management and Verio and also served as Deputy CIO for Broward County. Patric holds a Bachelor of Science degree from Texas State University and a Master of Public Administration from Florida Atlantic University.

Brad Rennick

SENIOR VICE PRESIDENT OF CUSTOMER SUCCESS

Brad Rennick serves as the Senior Vice President of Customer Success for Modernizing Medicine. He brings over twenty years of enterprise B2B relationship management, complex solutions delivery, technical support and consultative sales experience to lead Modernizing Medicine's Client Services organization. Since joining Modernizing Medicine in 2011, Brad has focused on helping clients transform and optimize their medical practices and patient experiences through the adoption and support of the company’s specialty-specific suite of solutions. Under his leadership, the customer success team encompasses all areas of the customer journey including: On-boarding and Training, Technical Support, Education and Communication, Technology Services, Business Consulting, Client Engagement and Renewal teams. The team’s core focus stems from helping clients achieve their business goals through product, service and relationship development. Responsible for over 100,000 users across multiple medical specialties, his team maintains industry leading Client Satisfaction, Net Promoter Scores and Client Retention. Brad leads vast areas of employee, business and client integration to ensure a positive and timely transitional experience.

Brad drives Modernizing Medicine’s core belief of “client delight” by helping to ensure it resonates within the entire fabric of Modernizing Medicine’s operations and helps lead key company decisions. In December 2017, the Customer Success team was recognized as the Customer Success Team of the Year by the SIIA’s CODiE Awards.

Prior to joining Modernizing Medicine, Brad was Director of Enterprise Account Management for Campus Management Corp. (CMC), an award-winning leader in postsecondary education student information systems and CRM solutions. During his five year tenure, Brad was instrumental in leading CMC's key accounts strategy and relationship management, out performing new and recurring revenue, retention and customer referenceability goals. He also played a pivotal role in the corporate and customer integration of Talisma CRM post acquisition.

Prior to CMC, Brad spent seven years in Senior Account Management and Sales roles in South Florida and Chicago based tech consulting and search firms. Earlier in his career, he spent three years in Project Management and Training for Micros Systems, a global point-of-sale hospitality software. Brad graduated from College of Dupage located in Wheaton, Ill.

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Leadership

Daniel Cane

Michael Sherling, MD, MBA

Joe Harpaz

Daniel Cane

Michael Sherling, MD, MBA

Joe Harpaz

Karen O'Byrne

Mark Fleisher

Rick Von Pusch

Valerie Puckett

Kathleen Bocek

Patrick DeAngelo

Patric Edmondson

Brad Rennick

Daniel Cane

Michael Sherling, MD, MBA

Joe Harpaz

Karen O'Byrne

Mark Fleisher

Rick Von Pusch

Valerie Puckett

Kathleen Bocek

Patrick DeAngelo

Patric Edmondson

Brad Rennick

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