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Susan Walberg
Attorney, Award-winning Author, Healthcare Consultant
Professional Background
Susan Walberg is a highly experienced compliance professional with over 30 years in the healthcare industry. Her extensive career includes working with healthcare practices, leaders, consultants, and attorneys to assess, improve, and develop compliance programs tailored to the unique needs of diverse organizations. As a longstanding advocate for compliance excellence, Susan has dedicated her career to guiding organizations in establishing effective organizational structures and processes designed to mitigate risks.
In her multifaceted career, Susan has notably assisted physician practice groups and similar entities to navigate compliance requirements, ensuring that these organizations meet industry standards without incurring unnecessary workloads or expenses. Her commitment to making compliance accessible and manageable for healthcare organizations has made her a trusted advisor in the industry.
Susan’s expertise goes beyond simply advising; she takes an active role in training and coaching new compliance officers and administrators, equipping them with the essential tools to lead effective compliance programs. Her work with leaders and boards includes developing new committees and boards, ensuring that leadership is well-prepared to execute compliance strategies effectively. Her collaborative approach is complemented by her strong background in health law and regulations.
Throughout her career, Susan has held various pivotal roles, including that of an in-house regulatory attorney in a large health system and as an interim compliance and privacy officer. Her unique insight stems from a comprehensive understanding of both compliance and legal frameworks within healthcare, allowing her to provide clients with holistic and nuanced guidance. Additionally, Susan's experience as a fraud investigator for a large health insurance company and as a sub-contractor for CMS further enriches her perspective in compliance management.
Education and Achievements
Susan Walberg’s academic credentials are indicative of her commitment to excellence in healthcare and compliance. She pursued her Juris Doctorate at Seattle University School of Law, an institution known for its rigorous academic environment, where she honed her legal skills. Additionally, she studied for a Masters in Public Administration, specializing in healthcare administration at Seattle University, which furnished her with a robust understanding of the intersection between public policy, administration, and healthcare delivery.
Her early commitment to education has paved the way for a rich career where she has not only excelled in compliance but has also taken strides to share her knowledge with others. Susan is the author of two highly regarded compliance books: "Insider's Guide to Compliance for Physician Practices" and "Insider's Guide to Compliance: Real World Advice for Building a Successful Compliance Program." These books are practical resources that provide operational advice based on her extensive experience, catering especially to practices that seek to adhere to compliance standards without the means to hire a full-time consultant or compliance officer. Both works are available on Amazon, reflecting their widespread recognition and utility in the field.
Moreover, her keen insights and practical advice are delivered in a way that is accessible and relevant to both seasoned professionals and those new to compliance. Susan’s books serve not only as guides but as foundational resources for individuals entering the compliance sector.
Notable Achievements
Susan Walberg has held numerous reputable positions throughout her career that underscore her expertise and leadership in compliance. From her role as the Chief Compliance Officer - Interim at Foundation Health Partners to her position as the Senior Manager at Myers and Stauffer LC, she has consistently demonstrated her ability to drive compliance initiatives forward. Notably, her tenure as Vice President of Compliance/National Director at Kohler HealthCare Consulting, Inc. was marked by her strategic oversight of compliance strategies that nurtured a culture of integrity and accountability within healthcare organizations.
In her role as Corporate Compliance Officer at MedStar Health, Susan was instrumental in implementing effective compliance frameworks that aligned organizational practices with regulatory requirements. As a Senior Regulatory Attorney and Privacy Officer at Providence Health & Services, she showcased her legal prowess while safeguarding patient privacy and advancing compliance regulations. Throughout her career, Susan has been proactive in addressing compliance challenges, ensuring organizations remain resilient against potential risks.
Additionally, as an Advisory Board Member at Guardian Health Alliance, Susan plays a vital role in shaping compliance policies and best practices that influence healthcare organizations on a broader scale. Her contributions extend to the development of new boards and committees, emphasizing her dedication to fostering leadership in compliance across the healthcare landscape.
Furthermore, Susan’s role as a former Fraud Analyst at Regence BlueShield equipped her with a unique perspective on navigating the intricacies of compliance, including how to detect and prevent fraud within the healthcare system. This experience further solidified her as an expert in compliance and privacy program development, making her an invaluable resource in the field.
In addition to her compliance expertise, Susan is a licensed Real Estate Agent in Florida, showcasing her diverse skill set and ability to navigate complex regulatory environments across multiple sectors. Her multifaceted approach to compliance and risk management demonstrates her commitment to serving her clients with comprehensive solutions tailored to their unique needs.
Overall, Susan Walberg's impressive background and wealth of experience position her as a leading authority in healthcare compliance, making significant strides towards fostering effective compliance and privacy practices. Her dedication to training future compliance leaders and developing cutting-edge compliance programs continues to inspire and drive positive change within the industry.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.