AES Summit Agenda — October 23, 2026

This Summit provides clarity on mandate requirements, a readiness roadmap for your segment, defined ownership across stakeholders, and direct access to subject matter experts.

8:30 a.m. – 9 a.m.
Welcome & Framing the Stakes

An overview of the rapidly evolving regulatory landscape and why preparation cannot wait.
Welcome & Framing the Stakes speaker:

Dr. Stephen Morgan
Dr. Stephen Morgan
Chair
ADA Dental Content Committee

9 a.m. – 10 a.m.
CMS-0053-F: Claims Attachment Standards 

The first HIPAA-adopted attachment standards and what organizations need to do now to prepare for the May 2028 compliance date.
Claims Attachment Standards speakers:

Tom Mort
Tom Mort
Principal Product Manager
Vyne Dental
Arna Meyer
Arna Meyer
Technical Product Manager
Stedi
Robert Tennant
Robert Tennant
Executive Director
WEDI

10 a.m. – 11 a.m.
CMS-0057-F: Prior Authorization

Effective January 2027, and what it changes for automation, denials management, and turnaround expectations.
Prior Authorization speakers:

Kimberly Harding
Kimberly Harding
President
Monarch Innovation Partners
Marc Couch, MBA
Marc Couch, MBA
Senior Vice President, Network Management and Performance 
Liberty Dental Plan
Casey Thompson, MSN, NI-BC
Casey Thompson, MSN, NI-BC
Program Manager,
HL7 Da Vinci Accelerator
Lloyd McKenzie
Lloyd McKenzie
Technical Director,
HL7 Da Vinci Accelerator

11:15 a.m. – 12:15 p.m.
X12 005010 — 008060

An examination of the version update currently under HHS evaluation and the operational considerations associated with migration.
X12 005010 — 008060 speakers:

Donna Campbell
Donna Campbell
Sr. Director, Technology Delivery — Provider Portals and Benefit Inquiry Services
Health Care Service Corporation
Rebekah Fiehn
Rebekah Fiehn
Director, Dental Benefits, Coding and Data Exchange
American Dental Association
Cathy Sheppard
Cathy Sheppard
CEO
X12

1 p.m. – 1:30 p.m.
Ecosystem Panel: Who Owns What?

A collaborative discussion examining responsibilities, dependencies, and opportunities for alignment across the dental ecosystem.
Who Owns What speakers:

Vivian Boyd
Vivian Boyd
SVP Revenue Cycle Management
The Aspen Group
Teresa Duncan, MS
Teresa Duncan, MS
President
Odyssey Management, Inc.
Ali Hyatt
Ali Hyatt
Chief Commercial Officer
Henry Schein One
Jason Grinter, DDS, MPH
Jason Grinter, DDS, MPH
Vice President, Dental Science & Network Strategy
Delta Dental of Illinois

1:30 p.m. – 2 p.m.
Ask the Experts

An interactive forum where participants engage directly with subject matter experts and industry leaders, featuring the ecosystem panelists.

 

2:15 p.m. – 2:45 p.m.
Future of Administrative Efficiency Standards

Hear directly from representatives regarding future developments and emerging opportunities to improve interoperability and administrative efficiency.
Future of Administrative Efficiency Standards speakers:

Dr. Aarthi Shanmugavel
Dr. Aarthi Shanmugavel
Director
ADA Standards Program
Dr. Lauren Gritzer
Dr. Lauren Gritzer
Dental Informatics and Plan Operations Director
National Association of Dental Plans

2:45 p.m. – 3:30 p.m.
Emerging Issues: Expert and Audience Dialogue

An open discussion focused on what lies ahead for the dental industry and the evolution of administrative standards.

 

3:30 p.m. – 4 p.m.
Closing & Next Steps

A wrap-up of key takeaways from the Summit and clear next steps for putting them into action.
Closing & Next Steps speaker:

Dr. Eric Shirley
Dr. Eric Shirley
Vice-Chair
ADA Dental Content Committee