On 4/11/17, 2:19 AM, "Peter R Huntsman’ wrote: >David, >I would be honored to host you at our offices. >Can you please let me know if you and any of your colleagues would be free fora dinner or lunch? Also, et me know whatever time you have as { would =like to take you on a brief tour of our Woodlands lab and tech center, >Can you also let me know if Liz wil be with you? IFs0, | would like to >see if eantt get Ron Moffitt join us as well >I look forward to hearing from you >Best regards, >Peter >I have copied Susan Ferguson herein who is my boss and personal assistant. >Sent from my iPad >On Ape 11, 2017, a 6:37 AM, David W. Pershing >> Good moming Peter, >> hope your trip to Europe is going well and your business >>discussions >> are successful. It sounds lke you have too many different cities it >t00 >> few days for ito e very enjoyable, >> _L would like to take you up on your offer of getting together next week > after you return ifyou are available. would be glad to come to >> Houston unless you just happen fo be coming to Utah for some other >> Tuesday would probably work the best for me if you have some time >> available in your schedule. I would probably also try to see one of my >> other donors while fam there What would be best ofyou? “Travel Safe. Best, Dave(On 4/18/17, 7:05 AM, Peter R Huntsman” wrote: >President, May I speak with you for five minutes this morning? I really want to ty >to avert a damaging and unnecessary cont if this works for you, at wat number may I call? Regards, that is about to erupt. >Peter(On 4/22/17, 5:04 PM, "Peter R Huntsman" wrote: President, We have entered the batle I hoped we could have averted, > Regardless of what you may think, | really do hope we can have aa amicable > resolution. I have no desire to see you leave and hope we can re-engage >and build the institute we both want, consider you a good and trusted friend who never wanted such a dispute, Please do not feel you need to respond, as | know these are sensitive >I hope we can have a fireside chat someday. >Peter >> On Apr 18, 2017, at 8:42. AM, David W. Pershing >> Peter, >> Yes of course | um always available to talk to you. Please call >> 801-581-5701 when you are fiee, Best, Dave >>> On 4/18/17, 7:05 AM, "Peter R Huntsman" wrote: >>> President, >>> May I speak with you for five minutes this morning? really want to >>ty 2310 >>> avert a damaging and unnecessary conflict that is about to erupt >>> If this works for you, at what number may I call? >>> Regards, >>> PeterFrom: Man Bacar os Sete 8 Munson Anbasavor Jn Huntsman; Da Besheg Subject: Dra Reese for your review Date: Monday, Apt 24,2017 10:1754 44 ‘Astachments: lua Tuts. 0PM doce Hi there, Here is the President's draft release. I have reviewed and provided some edits. In the spirit of the partnership between the University and the Huntsman family, Dave would like to have your input so that he is confident that your family will be happy with the release that will set the stage for our next steps together. Dave would like this to be released tomorrow around noon-time, so it would be great if you ‘could send your comments at your earliest convenience. Given your dad is in Flotida at the moment, I know itis too late (o get it to him this evening, but know that you will be able to get his input. ‘Thanks very much and talk soon, MaryFrom: Jonata, To: aceBackne ce eter & ttsman; avid ering Subject: Re: Draft Ralease for your review Date onda, pel 24, 20:7 10:57:13 Pm Team, Overall, a very good public release. It hits the right points and positions all parties to move forward while putting the events of this past week behind us. As an appropriate coda to end the first paragraph, !'d recommend something like - "I regret any disruption to the Huntsman Cancer Institute community whose work is so important to the people of Utah and increasingly our nation.” - or something to that effect, Thanks for everyone's efforts Best, Jon Sent from my iPhone On Apr 24, 2017, at 9:27 PM, Mary Beckerle wrote: Hiall. Missed one edit in my initial read: the name of our new HCI research facility is ‘The Primary Children's and Families! Cancer Research Center Thanks. Mary On Mon, Apr 24, 2017 at 10:17 PM, Mary Beckerle wrote: Hi there. Here is the President's draft release. I have reviewed and provided some edits. In the spirit of the partnership between the University and the Huntsman family, Dave would like to have your input so that he is confident that your family will be happy with the release that will set the stage for our next steps together. Dave would like this to be released tomorrow around noon-time, so it would be great if you could send your comments at your earliest convenience. Given ‘your dad is in Florida at the moment, [ know it is too late to get it to him this evening, but know that you will be able to get his input. ‘Thanks very much and talk soon, MaryFrom: et Huntsman 1 Mane aecerte ce: ‘mbussaoc Jon Huntsman; Dawa W,Periog Subject: Re: Draft Release for your reve Date: Monday, Apr 24, 2017 11:48:16 PH {think this swell writen, {do not have anything to add ‘Thank you for asking. All the best, Peer >On Apr25, 2017, a 6:21 AM, Mary Beckerle > Hi there, Here is the President's draft elease. | have reviewed and provided some edits. > In the sprit of the partnership between the University and the Huntsman family, Dave would like to have your input 0 that he i confident that ‘Your family willbe happy with the release that will et the stage for our nex steps together. > Dave would like this to be released tomorrow around naonetime, 3 it ‘would be grea if you could send your comments at your earliest convenience. Given your dad is in Florida a the moment | know its too late to get it to him this evening, but Know that you will beable wo get his input, > Thanks very much and talk soon. Mery > On Apr 25, 2017, at 7:40 AM, David W. Pershing wrote: >Hi Mary, > Here is the current draft. Bill changed the Font just little and 1 have now included your and Jon's suggestions. ‘Thanks, Dave > Sent: Tuesday, April 25, 2017 11:29 AM To: University of Utah Health Leadership and Management Subject: Statement from President David W. Pershing re: HCI Leadership Statement from President David W. Pershing For Release April 25, 2017 “This past week has been an extraordinary and challenging time for our University and community. Members of our ‘campus community spoke out and made their perspectives known, It is now time, | believe, to return to our mission of serving our students, caring for our patients and pursuing critical research. In that spirit, lam pleased to confirm that Dr. Mary Beckerle will, effective immediately, resume her service as the CEO and Director of the Huntsman Cancer Institute (HCD with authority over its cancer research, clinical care, and administrative functions. Dr. Beckerle, a Distinguished Professor of Biology, has led the Institute for 1 years, Under her leadership its scope and stature have increased greatly with the award of Comprehensive Cancer Center designation, the highest recognition afforded by the National Cancer Institute (NCD) and one that is reserved for only a handful of elite cancer centers in the United States. Effective today we have changed CIs reporting structure, atid Dr. Beckerle will report directly to the President of the University. Tam very grateful for her committed leadership and look forward to ‘working with her in the coming years. ‘We reaffirm our shared commitment to maintain the Institute as a Comprehensive Cancer Center and site of world-class patient care, cancer research and education. We appreciate the great work of our health care professionals, staff and faculty and confirm our support for them going forward. We also acknowledge our patients and their families for their bravery and their partnership in our fight against cancer. I regret any disruption to the Ffuntsman Cancer Institute ‘community whose work is so important to the people of Utah and, increasingly, our nation. The University of Utah is now working with the Huntsman family on a new Memorandum of Understanding (MOU), with the goa! of reaffirming the Huntsman Cancer Institute’s role as an integrated and collaborative part of the University, while maintaining HCT's strategic autonomy required for it to thrive as a highly ranked Comprehensive Cancer Center. ‘We want to again thank the Huntsman family for their major financial commitments to the Huntsman Cancer Institute, and especially Jon Huntsman, Sr. for his vision, energy and passion for finding ways to cure this terrible disease. We are excited about the June 21° opening of HCt’s newest facility, the Primary Children’s and Families’ Cancer Research Center, which will enable our faculty and staff to accelerate their groundbreaking research into cures for cancer.” Media Contact: Chris Nelson, Communications Director, University of Utah Christopher.nelson@hsc.utah.eduMarie Perkins ee From: Julia Jones Sent: Tuesday, April 25, 2017 11:04 AM To: ‘Andrew $ Weyrich; Barbara Snyder; Bill Warren; Cathy Anderson: Chris Hill David Browdy, Fred Esplin; Jason Perry Jeff Herring: John Nixon; kathryn bond stockton; Liz Winter; Michael Hardman; Patricia Ana Ross (Office ofthe President); Robin Burr, Ruth Watkins; Stephen Hess (CIO); Vivian Lee; Xan Stuart Johnson ce: ‘Ann Holbrook; Blaine M Osborne; Bonnie Wiese; Carol Affetranger; Danielle Samole; TAN WILLIAM ANDERSON; Josephine Rudd: Judy Yeates; Julia Jones; Karen West; Katie Haslam; Kaye Clark; Kristine Gross; LAUREL WIDDEKIND; Lisa Bouillon; Maddy Orit: Nakaiya Stuck; NATALIE LAM; Natalie L Tippets; Samantha Bowers; Sarah Tice; Scott ‘McMurtry; Shanna Erickson; Barbara A Smith; Brynn Fronk; Jacquie Winrow; Olivia, Harker Subject: Huntsman Cancer Institute Statement Attachments: Final HCI Release.docx Statement from President David W. Pershing For Release April 25, 2017 “This past week has been an extraordinary and challenging time for our University and community. Members of our campus community spoke out and made their perspectives known, Its now time, | believe, to retum to our mission of serving our students, caring for our patients and pursuing critical research, In that spirit, | am pleased to confirm that Dr. Mary Beckerte wil, effective immediately, resume her service as the CEO and Director of the Huntsman Cancer Institute (HC) with authority over its cancer research, clinical care, and administrative functions. Dr. Beckerle, Distinguished Professor of Biology, has led the Institute for 11 years. Under her leadership its scope and stature have increased greatly with the award of Comprehensive Cancer Center designation, the highest recogrition afforded by the National Cancer Insitute (NCI) ‘and one that is reserved for only a handful of ete cancer centers in the United States. Effective today we have changed HCI's reporting structure, anc Dr. Beckerle will report directly to the President of the University. | am very grateful fr her commitied leadership and [ook forward to working with her in the coming years. ‘We reaffirm our shared commitment to maintain the Insitute as a Comprehensive Cancer Center and site of world-class patient care, cancer research and education, We appreciate the great work of our health care professionals, statf and faculty and confinn our support for them going fonward. We also acknowledge our patents and their families for their bravery and their partnership in out fight against cancer. I regret any disruption to the Huntsman Cancer Institute community whose work is 80 important to the people of Utah and, Increasingly, our nation. ‘The University of Utah is now working with the Huntsman family on a new Memorandum of Understanding (MOU), with the goal of reaffirming the Huntsman Cancer Institute's role as an integrated and collaborative part ofthe University, while maintaining HCI's strategic autonomy required fori to thrive as a highly ranked Comprehensive Cancer Center. We want to again thank the Huntsman family for their major financial commitments fo the Huntsman Cancer Institute, and especialy 8, We are excited about the June Jon Huntsman, Sr. or his vision, energy and passion for finding ways to cure this terrible dis21% opening of HCI's newest facility, the Primary Children's and Families’ Cancer Research Center, which will enable our facuty and staff to accelerate their groundbreaking research into cures for cancer.” ‘Media Contact: Chris Nelson, Communications Director, University of Utah ‘Chuistopher nelson@se utah eduStatement from President David W. Pershing For Release April 25, 2017 “This past week has been an extraordinary and challenging time for our University and community. Members of our campus community spoke out and made their perspectives known Itis now time, | believe, to return to our mission of serving our students, caring for our patients and pursuing critical research. In that spirit, | am pleased to confirm that Dr. Mary Beckerle will, effective immediately, resume her service as the CEO and Director of the Huntsman Cancer institute (HC!) with authority over its cancer research, clinical care, and administrative functions. Dr. Beckerie, a Distinguished Professor of Biology, has led the Institute for 11 years. Under her leadership its scope and stature have increased greatly with the award of Comprehensive Cancer Center designation, the highest recognition afforded by the National Cancer Institute (NC!) and one that is reserved for only a handful of elite cancer centers in the United States. Effective today we have changed HCI's reporting structure, and Dr. Beckerle will report directly to the President of the University. | am very grateful for her committed leadership and look forward to working with her in the coming years. We reaffirm our shared commitment to maintain the Institute as a Comprehensive Cancer Center and site of world-class patient care, cancer research and education. We appreciate the ‘great work of our health care professionals, staff and faculty and confirm our support for them going forward, We also acknowledge our patients and their families for their bravery and their partnership in our fight against cancer. | regret any disruption to the Huntsman Cancer Institute ‘community whose work is so important to the people of Utah and, increasingly, our nation, The University of Utah is now working with the Huntsman family on a new Memorandum of Understanding (MOU), with the goal of reaffirming the Huntsman Cancer institute's role as an integrated and collaborative part of the University, while maintaining HCI's strategic autonomy required for it to thrive as a highly ranked Comprehensive Cancer Center. ‘We want to again thank the Huntsman family for their major financial commitments to the Huntsman Cancer Institute, and especially Jon Huntsman, Sr., for his vision, energy and passion for finding ways to cure this terrible disease. We are excited about the June 21* opening of HCI's newest facility, the Primary Children's and Families’ Cancer Research Center, which will enable our faculty and staff to accelerate their groundbreaking research into cures for cancer." co Media Contact: Chris Nelson, Communications Director, University of Utah Christopher.neison@hsc.utah.eduMarie Perkins EE From: David W. Pershing Sent: Sunday, April 23, 2017 452 PM To: Charles Saltzman; Vivian Lee ce: Chris Hill; Wes Sundauist; John Zone; Angie Fageriin; Sam Finlayson; Peter Jensen; Monica L Vetter; BurtonHD@ldschurch.org; burtonhd@gmailcom; Mary Beckerle; burtonhd@gmail.com; William Couldwell; Dennis Shrieve Subject: Re: Dear Charlie and everyone, | understand that you are concemed. Please be assured that no fundamental decisions are about to be made without your input; Vivian and | would not do that. We need your support and guidance and we know that. In the ‘coming weeks we will be working on a new MOU with the goal of improving the working relationship and also putting ‘some of your current concems to rest. “The best way to reassure you is likely another in person meeting and | will work with Vivian to get that set up ASAP. Thanks, Dave From: Charles Saltzman Date: Sunday, April 23, 2017 at 1:57 PM To: David Pershing , Vivian Lee Ce: Chris Hill , Wes Sundquist , John Zone , Angie Fageriin , Sam Finlayson , Peter Jensen , Monica t Vetter , "BurtonHD@!dschurch.org” , "burtonhd@gmail.com" , Mary Beckerle , "burtonhd@zmail;com" , Dennis Shrieve Dear David and Vivian, As Chairs in the SOM, we are deeply concerned about the current situation, and how fundamental decisions will be made that impact the academic and financial independence of the university and the health system. As stewards of the University with a responsibility to the long-term success of the faculty and mission, we have a duty to understand the situation and ensure that the decisions being made reflect the values of the entire health sciences center. ‘On Monday, you told us that you and the Trustees decided to take the action with respect to Mary Beckerle’s leadership of the HCI, And that the reason for doing so was to head off the imminent threat of a new MOU from HCI that you could not under any circumstances support because it would radically damage the University. However, no details have been provided, and at this stage we have been operating for a week without a clear explanation in the face of mounting ‘mayhem. The primary narrative at this point is being driven by the donor, which is putting the university in an untenable position,We now understand that both actions are being revisited. We have great respect for many of Mary Beckerle’s contributions and would welcome the opportunity to continue our collaboration with her. This particular letter addresses only our deep concern for aspects of the MOU. We are concerned, if true, that the MOU would seriously jeopardize the clinical and academic mission of the School of Medicine for many years to come. We are requesting that we immediately be informed and be involved in advising on the academic and financial implications for the university and the SOM, as well as on management and oversight of cancer care in our integrated health system. In order to do so, we need to be provided with information about the history of agreements with the HGF, and have an opportunity to review and discuss the MOU that was presented, and the basis for the decision. We request an immediate confidential meeting with you to review this information in the presence of General Counsel. We feel strongly that the success of the HCI cannot come at the expense of the School of Medicine. Both missions must be aligned. We consider this to be urgent. Given the grave implications that you indicated on Monday and the rapidly evolving situation, we need to understand these issues as quickly as possible, and before any new agreement/MOU is entered into with HCI. Moving forward, before any new agreements are decided, we feel that itis critical for the Chairs, as leaders of the SOM, to have an opportunity to review what is being proposed for academic appointments, for oversight of the clinical ‘operations and for funds flow. We should be able to review a detailed financial analysis of funds flow through the Huntsman Cancer Foundation together with an analysis of financial implications for the SOM and University as a whole, including main campus. In addition to seeing the documentation we need to be advised on the details by the relevant responsible parties, including: David Browdy for SOM finances, Gordon Crabtree for Hospital/Clinical Finances, Cathy Anderson for U finances, and Liz Winter for legal implications. We will make ourselves available for an urgent meeting to review and discuss these issues. Sincerely, Charlie Charles Saltzman, MD Chair, Department of Orthopaedics LS Peery MD Presidential Endowed Professor of Orthopaedics University of Utah8015875404Marie Perkins SSeS—SE=S|— Fror Julia Jones Sent: Monday, April 17, 2017 3:08 PM To: Vivian Lee Subject: FW: Communication from Dave Pershing Attachments: Beckerle, Mary - letter - 4-17-2017.pdf From: University President Sent: Monday, April 17, 2017 3:06 PM To: Mary Beckerle ‘Subject: Communication from Dave Pershing Dear Mary, |.am very sorry to have to send ths to you electronically, but | understand you are out of town, Please know that | am sincere in my offer to explore options for you if you are so inclined Dave David W. Pershing, PhD President Distinguished Professor of Chemical Engineering The University of Utah 201 Presidents Circle, Room #203 Salt Lake City, UT 84112 801-581-5701UNIVERSITY President OF UTAH Distinguished Professor 201 Presidents Ciel, Room 203» Salt Lake City Linh 3112-500 »KOI-SKI-S701 presenta April 17, 2017 Mary C. Beckerle, Ph.D. 2000 Circle of Hope, Room LL376 Salt Lake City, Utah 84112 Dear Mary Thank you for your efforts on behalf of the Huntsman Cancer Institute. You have served the institution these past 11 years during a period of great change and have helped launch the Huntsman Cancer Institute to national recognition, including the National Cancer Institute Comprehensive Cancer Center designation. According to your offer letter dated June 20, 2006, in your role as Director of the Huntsman Cancer Institute, you serve at the pleasure of the Senior Vice President for Health Sciences. This is a challenging time with increasing complexity in the health care landscape and increasing competition for research funding After very careful consideration, and with the full support of the University of Utah President and the senior leadership of the University of Utah Board of Trustees, we have decided that at this critical juncture, HCI needs a new leader as Director who can lead physicians and an integrated cancer effort and build on the legacy to which you have ‘made such an important contribution. We know this is difficult news. Effective today, Kathleen Cooney, M.D. will serve as Interim Director of HCI In recognition of your service to HCI, we will continue your current salary of $573,244 per year for the 2017-2018 academic year. As articulated in your 2006 offer letter, at the completion of your tenure as HCI Director, you will continue as a distinguished professor of biology at the University, and your salary will be your current base salary, less administrative differential and supplement. If you continue as an HCI investigator, you will be entitled to three years of laboratory support from HCI at an equivalent to an average ROL grant.‘Mary C. Beckerle, Ph.D. April 17, 2017 Page 2 The University is interested in exploring the possibility of you serving ina different role that would recognize your unique perspective and talents. Please contact President Pershing at your convenience if you would like to explore opportunities in more detail. ‘Thank you again for your service and contribution to the Huntsman Cancer Institute, Sincerely, Cét Vivian S. Lee, M.D., Ph.D., M.B.A. Senior Vice President, Health Sciences University of Utah David W. Pershing, Ph.D. President University of Utah H. David Burton, M.B.A. Chair, Board of Trustees University of UtahJulia Jones Monday, April 17, 2017 11:17 AM Vivian Lee; H, David Burton (burtonhd@gmail.com) Beckerle letter Attachments: Beckerle, Mary 4-17-2017 letter.paf All, Attached is the letter. Julia Julia Jones, Executive Assistant to President David W. Pershing | The University of Utah 201S. Presidents Circle, Room 203 | Sait Lake City, UT 84112 | 801-5815701 | Jullaones@utah.eduGe vee David W, Pershing UNIVERSITY tree SFUTAH Dining Prof 201 Presidents Ciel, Room 203 + Sat Lake City Ua 841129008 + SOL-SKL-STOL « presdentedatuh eu April 17, 2017 Mary C. Beckerle, Ph.D. 2000 Circle of Hope, Room LL376 Salt Lake City, Utah 84112 Dear Mary: Thank you for your efforts on behalf of the Huntsman Cancer Institute. You have served the institution these past 11 years during a period of great change and have helped launch the Huntsman Cancer Institute to national recognition, including the National Cancer Institute Comprehensive Cancer Center designation. According to your offer letter dated June 20, 2006, in your role as Director of the Huntsman Cancer Institute, you serve at the pleasure of the Senior Vice President for Health Sciences. This is a challenging time with increasing complexity in the health care landscape and increasing competition for research funding, After very careful consideration, and with the full support of the University of Utah President and the senior leadership of the University of Utah Board of Trustees, we have decided that at this critical juncture, HCI needs a new leader as Director who can lead physicians and an integrated cancer effort and build on the legacy to which you have made such an important contribution. We know this is difficult news. Effective today, Kathleen Cooney, M.D. will serve as Interim Director of HCI. In recognition of your service to HCI, we will continue your current salary of $573,244 per year for the 2017-2018 academic year. As articulated in your 2006 offer letter, at the completion of your tenure as HCI Director, you will continue as a distinguished professor of biology at the University, and your salary will be your current base salary, less administrative differential and supplement. If you continue as an HCI investigator, you will be entitled to three years of laboratory support from HCI at an equivalent to an average ROI grantMary C. Beckerle, Ph.D, April 17, 2017 Page 2 ‘The University is interested in exploring the possibility of you serving in a different role that would recognize your unique perspective and talents. Please contact President Pershing at your convenience if you would like to explore opportunities in more detail. ‘Thank you again for your service and contribution to the Huntsman Cancer Institute. Sincerely, Cet Vivian S. Lee, M.D., Ph.D., M.B.A. Senior Vice President, Health Sciences University of Utah David W. Pershing, Ph.D. President University of Utah H. David Burton, M.B.A. ‘Chair, Board of Trustees University of UtahtHe © David W. Pershing UNIVERSITY President OF UTAH. Distinguished Professor 201 Presidents Cirle, Room 203 + Salt Lake City, Utah 84112-9008 + 801-581-5701 « president@ulah eu March 15, 2017 Mary Beckerle, PhD, Director, CEO Huntsman Cancer Institute University of Utah 2000 Circle of Hope, Room 5360 Salt Lake City, UT 84112-5550 Dear Dr. Beckerle: It isa special pleasure to inform you that, upon recommendation of Senior Vice President for Health Sciences Vivian S. Lee, MD, PhD, MBA, I am hereby appointing you holder of the Jon M. Huntsman Presidential Endowed Chair. In accordance with standing University policy, your appointment as holder of said chair is for a five-year term, ending December 31, 2022. Your appointment is renewable for additional five-year terms based on the expectation that you will continue the high level of scholarly productivity and achievement for which the recognition is conferred. In consultation with you, the Office of the Senior Vice President for Health Sciences will be responsible for conducting this review, which will normally take place in the fifth year of your term as holder of the Jon M. Huntsman Presidential Endowed Chair. Lam delighted the University is able to confer upon you this high honor and wish you every continued success in the future Sincerely yours, Kfane -regen a David W. Pershing Ae imo ae Dp DwPij ce: Vivian Lee, MD, PhD, MBA, Senior Vice President for Health Sciences Fred C. Esplin, Vice President for Institutional Advancement John G. Baker, Chief Development Orticer, Health Sciences Development Karin Hardy, Director, Planned Giving Sandy M. Hughes, Director, Budget and AnalysisKatharine Stevens eee From: Katharine Stevens Sent Monday, Apel 10, 2017 5:59 PM To: Mary Beckerle ce: April Barry Subject: Update Monday 4/10 Mary, Reminders © Bring in AAGR Travel Receipts © Email Prof. re: MBI SAB. Respond to| Meetings Scheduled . follow up Tomorrow 1:30-2:30pm . MAB Chair Thur. Apr. 20 1-2pm. + RI: 2ciosy/vici recruitment Fri. Apr 20"2-3pm Meetings Requested / Cancelled Emai Potential collaboration Mondnonor7 3180 4 ka Re0ns., Re: On anothertopie- invitation te. Sun4/972017634PM 1248 BFespons.. 0 ‘Student sponsorship ptogram/opp.. Fri 4/7/2017 5:44 PM. 356 KB BRespons... [> RE; Opportunity ‘Thu 4/6/2017 7:43 PM. 1Ke BRespons.. a 30 Tobacco Cessation Supplement Thu 4/i/2017 10:35 AM 24. KB BResvons., > a Fw Utah Thu 4/6/2017 10:26 AM 2 MB. Respons... [> ® Atew ems tor your review/ infor. Thu 4/6/2017 021 AM —144KB——_Respons.- > FA: OCC meeting Wea4/52017 333M 50 KB respons. Opportunity Mon sa/20176324M 7K BResoons.. > 6 update and feedback on SmaREHR Sun 4/2/2047 10:38 PM 909 KB. Respons... > Alternate for your consideration Thu390/2017 632 M$ KB Respons.. RE:HICCPB6T DRAFT Agends §—— Wed3/29/2017 355M 6 xB BReswons,. Letter to NCI- Leadership Changes Tue 3/24/2017 1920M 60 KB BRespons.. PP HBB & symposium participatl... Tue 3/21/2017 10:50AM 6 KB BRespons,.. [> FG spplction, mportant step fe. Tue 3/21/2017 1039 AM 4 KB DRespone,. ‘hank youteryour sence onthe Au, TUe3/21/2017843 AM 7 xB Despone.. RE-HCLCareer Opportunies Sun 39/2017 537M 2B BResoons., Thanks, Kat StevensExecutive Assistant Office of Dr. Mary Beckerle, PhO, CEO and Director HUNTSMAN [pnt EXCITE Changing the DNA of Cancer Care 2000 Circle of Hope - Salt Lake City, Utah 84112 office: (801) 213-6130 - fax: (801) 585-0900 email kat stevens@hclutaheduKatharine Stevens —eeeaeaeopomoeS=aapRnROomnh From: University President Sent: Monday, April 17, 2017 3:06 PM To: Mary Beckerle Subject: Communication from Dave Pershing Attachments: Beckerle, Mary - letter - 4-17-2017,pdf Dear Mary, | am very sorry to have to send this to you electronically, but | understand you are out of town. Please know that lam sincere in my offer to explore options for you if you are so inclined, Dave David W. Pershing, PhO President Distinguished Professor of Chemical Engineering The University of Utah 201 Presidents Circle, Room #203 Salt Lake City, UT 84112 801-581-5701David W. Pershing. ERSITY, Presidant OF UTAH Psaneuished Professir 20 Presidents Circle, Ron 203 «Salt Lake City, Uiah 84112-9004 « NO-SAI-S7O1 « pesdentnatah se April 17, 2017 Maty C. Beckerle, Ph.D. 2000 Circle of Hope, Room L376 Salt Lake City, Utah 84112 Dear Mary: Thank you for your efforts on behalf of the Huntsman Cancer Institute. You have served the institution these past 11 years during a period of great change and have helped launch the Huntsman Cancer Institute to national recognition, including the National Cancer Institute Comprehensive Cancer Center designation. According to your offer letter dated June 20, 2006, in your role as Director of the Huntsman Cancer Institute, you serve at the pleasure of the Senior Vice President for Health Sciences, This is a challenging time with increasing complexity in the health care landscape and increasing competition for research funding, After very careful consideration, and with the full support of the University of Utah President and the senior leadership of the University of Utah Board of Trustees, we have decided that at this critical juncture, HCI needs a new leader as Director who can lead physicians and an integrated cancer effort and build on the legacy to which you have made such an important contribution. We know this is difficult news. Effective today, Kathleen Cooney, M.D. will serve as Interim Director of HCI. In recognition of your service to HCl, we will continue your current salary of $573,244 per year for the 2017-2018 academic year. As articulated in your 2006 offer letter, at the completion of your tenure as HCI Director, you will continue as a distinguished professor of biology at the University, and your salary will be your current base salary, less administrative differential and supplement. If you continue as an HCI investigator, you will be entitled to three years of laboratory support from HCI at an equivalent to an average ROI grant.Mary C. Beckerle, Ph.D. April 17, 2017 Page 2 The University is interested in exploring the possibility of you serving in a different role that would recognize your unique perspective and talents. Please contact President Pershing at your convenience if you would like to explore opportunities in more detail ‘Thank you again for your service and contribution to the Huntsman Cancer Institute, Sincerely, Vivian S. Lee, M.D., Ph.D, M.B.A. Senior Vice President, Health Sciences University of Utah Mau bolie David W. Pershing, Ph.D. President University of Utah H, David Burton, M.B.A. Chair, Board of Trustees University of UtahPulse No Reply Monday, April 17, 2017 3:38 PM Email List Service Huntsman Leadership Announcement f HEALTH UNIVERSITY OF UTAH Colleagues, During her tenure as CEO and Director, Mary C. Beckerle, Ph.0., helped to raise the University's Huntsman Cancer Institute's national status to new heights, including its recent National Cancer Institute Comprehensive Cancer Center designation, the successful stewardship of the Utah Population Database, and national and international recognition as a premier center for cancer research and treatment, Please join us in thanking Dr. Beckerle for all she has done over the past 11 years. Although she Is leaving her role as CEO and Director, she will remain on faculty as a distinguished professor in biology. Effective today, Kathleen A. Cooney, MD, Is serving as interim CEO and Director of Huntsman Cancer institute. Or. Cooney, a distinguished clinical oncologist and renowned researcher in hereditary prostate cancer, is a member of the Huntsman Cancer Institute and Chair of the Department of internal Medicine. She was formerly Deputy Director of the University of Michigan Comprehensive Cancer Center and chief of the division of hematology and oncology. We are grateful for the visionary leadership and generous support of the Jon M. and Karen Huntsman family and the Huntsman Cancer Foundation and share their commitment to the eradication of cancer. Please join us in thanking Dr. Beckerle for her service and in welcoming Dr. Cooney into her new interim role. Sincerely, Vivian S. Lee, MD, PhD, MBA ‘A. Lorris Betz Senior Vice President for Health Sciences David W. Pershing, PhD President, University of UtahKatharine Stevens oe SSFSFSSSeeeeMeesessSSsee From: Mary Beckerle Sent: Tuesday, April 18, 2017 7:26 AM To: ‘Susan Sheehan Subject: FW: Follow up--Cancer Hospital FY18 Capital Equipment Per your request that | keep you updated regarding the cancer hospital capital expenditures, Here isthe latest regarding the cancer hospital capital budget request for FY18. | don't expect | wil have any future correspondence on the matter. Best, Mary Mary C. Beckerle, PhD Jon M. Huntsman Presidential Endowed Chair Chief Executive Officer and Director, Huntsman Cancer Institute Associate Vice President for Cancer Affairs, University of Utah mary.beckerle@hci.utah.edu Office: (801) 581-4485 A Comprehensive Cancer Center Designated by the National Cancer Institute Changing the DNA of Cancer Care From: Mary Beckerle Sent: Monday, Apri 17, 2017 10:13 AM To: David Browdy Subject: RE: Follow up--Cancer Hospital FY18 Capital Equipment Morning David: Thanks for your followup, Appreciate that things were somewhat fluid in the budgeting process when you last wrote to me and have let some time elapse so that things would have time to be ciarified. | am assuming that by now the capital numbers should be more well refined. Would you please provide these to me. As |said in our one-on-one, | am fully expecting that the cancer hospital will share in supporting system-wide capital expenditures that are relevant to all programs including cancer. | believe this isthe right thing to do. | remain concerned that the process being followed is not consistent with the operating agreement for the cancer hospital. With your help, hope we can address this going forward. Thanks in advance for the capital numbers. Best, Mary Mary C. Beckerle, PhO Jon M. Huntsman Presidential Endowed Chair Chief Executive Officer and Director, Huntsman Cancer Institute Associate Vice President for Cancer Affairs, University of Utah mary.beckerle@hci.utah.edu Office: (801) 581-4aa5 ‘4 Comprehensive Cancer Center Designated by the National Cancer Institute Changing the DNA of Cancer Care From: David Browdy [david.browdy@hsc.utah.edu) Sent: Tuesday, March 14, 2017 6:55 PM.fo: Mary Beckerle Subject: Re: Follow up--Cancer Hospital FY18 Capital Equipment {Hi Mary. | went through the numbers with Gordon, although they are still refining. The HCH-specific approved capital asks plus the HCH share of approved UUHC capital asks ends Up pretty dose to the available funds figure you cite below for capital. Good overall performance in FY18 should free up dollars for mid-year review of HCH-specific that remain in the queue. Thanks, David David H. Browdy Chief Financial Officer, University of Utah Health Associate Vice President for Finance, University of Utah 801.587.9566 Executive Assistant: Carol Affeltranger 801.585.1059 carol. affeltranger@hsc.utah.edu (On 3/14/17, 6:38 PM, "Mary Beckerle" wrote: Hi David Wishing to follow up on our meeting of earlier this month, As budget season is upon us, we need to achieve resolution of this issue as soon as possible. Would appreciate your thoughts on next steps toward resolution. ‘Thanks much, Mary Mary Beckerle, PhD Ralph €. and Willa T. Main Presidential Professor Chief Executive Officer and Director, Huntsman Cancer institute Associate Vice President for Cancer Affairs, University of Utah mary.beckerle@hci.utah.edu Office: (801) 581-2485 {cid:€7808780-FF77-4691-8334-48107900EA28] Changing the DNA of Cancer Care From: Mary Beckerle Date: Monday, March 6, 2017 at 3:52 PM To: David Browdy > Subject: Follow up--Cancer Hospital FY18 Capital Equipment Hi David:Thanks a lot for your time today. As always, | enjoy meeting with you and feel we can have a very open and constructive exchange. | really appreciate that. Here is the brief summary of the status for the FY18 cancer hospital capital request. The Cancer Hospital OCC unanimously approved capital equipment and remodeling in the amount of $21.5M on January 20—I gave you a copy of minutes from that meeting; The UUHC Capital Committee met on February 27 , They approved $13.1 Million in capital expenditures ——note as mentioned in your office, | believe the decision rights for cancer hospital capital expenditures lies with the OCC. In any ase, this $13M is $3M less than the $16M that was allocated to the cancer hospital based on last year's financial performance. Thus it appears we were denied access to both the full $16M allocated to the cancer hospital and to the $5M in unexpended cash reserves that we had carried forward fram prior years. As | mentioned, plans to purchase several high priority items for the cancer programs were denied. ' was able to speak with John Sweetenham about the meeting that you mentioned. He said he was there, but he said he didn’t feel free to speak since he is not a member of the committee and was only there as a “silent observer.’ | encouraged him to feel free to speak up in future. | also shared your willingness to assist in the future if you had a heads up in advance of the meeting. \Whatis the next step? Thanks. Mary Mary Beckerle, PhO Ralph €. and Willa T. Main Presidential Professor Chief Executive Officer and Director, Huntsman Cancer Institute Associate Vice President for Cancer Affairs, University of Utah mary. beckerle@hci.utah.educmailto:mary.beckerle@hci.utah.edu> Office: (801) 581-4485 [cid:10778900-1888-4C3A-92DE-3A74A091 638A) Changing the ONA of Cancer CareKatharine Stevens ———— From: Susan Sheehan Sent: Thursday, April 20, 2017 1:08 PM To: ‘Tor Muir (Huntsman) ce Scott Lloyd (HCI); Mary Beckerle; Katharine Stevens Subject: FW: Grants & Contracts Info, Attachments: HCI Revenue Sources Over Time pdf Tom, Below and attached is the information I'd like to send to the Science Reporter publication, per Its request. Could you verify I've got the right amounts for the bond payments? Also, = {In total, the Huntsman family has invested roughly (SOOMM) XX in the institute and ralsed (7O0MIM)XX more in outside donations through their Huntsman Cancer Foundation. ~ _ Of the roughly 64MM in revenue brought In by HC!'s cancer hospital last year, 32MM fed back into HCl research, and 32MM went to the university ~ Finally sit accurate to say the Institute currently receives mast of its funding from a combination of philanthropic donations and grants from the National institutes of Health (NI), as one of the Natlonal Cancer institute's designated cancer centers? Dear Kelly, ‘Attached please find information about HCI revenue sources over time for its research budget. This information includes gifts made by Huntsman Cancer Foundation to support the annual research budget of HCI, In addition to this support, Huntsman Cancer Foundation has provided the following amounts for an expansion of the laboratory space with a 225,000,000 sq.ft. addition, This expansion will be completed June 2017. HCF is responsible for the following funds raised/paid for the expansion thus far, and continues to pay down the bond* of this expansion: FY45 - $8,000,000 raised by HCF via a State appropriation for construction of the research expansion FY46 - $9,500,000 raised by HCF via a State appropriation for construction of the research expansion CV13 - $1,337,571 bond payment paid by HCF for construction of research expansion C¥14 - $12,787,127 bond payment paid by HCF for construction of research expansion CYA5 - $6,056,090 bond payment paid by HCF for construction of research expansion CY6 - $18,903,343 bond payment paid by HCF for construction of research expansion CY17 (YTD) - $4,484,043 bond payment paid by HCF for construction of research expansion “HGF is the bond borrower ~ not Huntsman Cancer Institute or the University of Utah. The expansion Is a gift to the University of Utah/Huntsman Cancer Institute from the Huntsman Cancer Foundation, Susan Sheehan President & COO Huntsman Cancer Foundation 500 Huntsman WaySalt Lake City, UT 84108 ‘801 584-5807 (office) 801 652-0521 (mobile) ssheehan@huntsmanfoundation.org HUNTSMAN SS Changing the ONA of Concer Care From: Katharine Stevens (mailto:Kat Stevens@hci.utah.edu] Sent: Thursday, April 20, 2017 12:04 PM To: Susan Sheehan Subject: RE: Grants & Contracts info, Kat Stevens Executive Assistant Office of Dr. Mary Beckerle, PhD, CEO and Director i Changing the DNA of Cancer Care 2000 Circle of Hope : Salt Lake City, Utah 84112 office: (801) 213-6130 - fax: (801) 585-0900 email: kat stevens@hci.utah.edu From: Susan Sheehan (mailto:ssheehan@ huntsmanfoundation org} Sent: Thursday, April 20, 2017 9:24 AM To: Katharine Stevens Subject: Grants & Contracts Info. kat, A reporter is seeking a report on our grant performance. Mary had pulled together a financial schedule on our track record and | need to send it along with the philanthropy reporting. Can Iget a copy ASAP? Grants/Contracts from ‘07-'17. | think we have this for our CCSG submission? Thanks. Susan Sheehan President & COO Huntsman Cancer Foundation 500 Huntsman Way Salt Lake City, UT 84108 801 584-5807 (office) 801 652-0521 (mobile)ssh, ehan@huntsmanfout HUNTSMAN i Mean changing the DNA of Cancer Carerare ara T ares 5 [6 [rare ¢ [oer [ear [cone 3 [OT eon —foavaorT covert [onsen Toe moar [oavoort —[ooaoT Tava [sewer suse —[vevicr anes [are [arora soe wost [organs [esr vart sree [oscress) Torr aL Poa onvants —[ooveod+ [covcou owuove —[urreary —[strecre lorews'e | mows vesonceloosivsee | sveose [srvesrc[eecoreefoooeert —[oreevet —fray'ait—fooozert ssusetez [oowaower [oovvos'st [onions oosoons—[oovoe's —fooosoos—puurases —fcarases paw rerscnee 5 | aoowar ¢ [ave 4] Teapea eS TaD 5 | sevoarez [conser s [ooroora = Taare ano 3 [servers [eons [onvons9 5 Eu foooare ts [aooaae Salt aareer | [eae mara aa] oss a H 9 2 § [cae s on soso Ramayan rg aa | | a BULL 1aN9 s29!n0s anUaREY 19HKatharine Stevens LL From: Susan Sheehan Sent Friday, April 21, 2017 2:28 PM To: Mary Beckerle Subject: RE: U of U Meeting Thank you. So sorry for the fits and starts. | think | need to breathe. Susan Sheehan President & COO Huntsman Cancer Foundation 500 Huntsman Way Salt Lake City, UT 84108 801 584-5807 (office) 801 652-0521 (mobile) ssheehan@huntsmanfoundation.org, Changing the DNA of Cancer Care --—-Original Message-—- From: Mary Beckerle (mailto:Mary.Beckerle@hci utah.edu) Sent: Friday, April 21, 2027 2:27 PM To: Susan Sheehan Subject: Re: U of U Meeting Lam quiet Mary C. Beckerle, PhD Jon M. Huntsman Presidential Endowed Chair Distinguished Professor of Biology investigator, Huntsman Cancer institute mary.beckerle@hci.utah.eduy Office: (801) 581-4485 (cid:0086€108-D11E-4823-9COF-4ASB4FFCE1A8} Changing the DNA of Cancer Care From: Susan Sheehan > Date: Friday, April 21, 2017 at 2:23 PM To: Mary Beckerle > Subject: FW: U of U Meeting Susan Sheehan President & COO Huntsman Cancer Foundation 500 Huntsman Way Salt Lake City, UT 84108 801 584-5807 (office) 801 652-0521 (mobile) [cid:image003.png@01D2BAAA.CDE68DAD0] ssheehan@ huntsmanfoundation.org Changing the DNA of Cancer CareFrom: Maty Beckerle Sent: Tuesday, April 25, 2017 6:19 PM To: Peter Huntsman; Ambassador Huntsman; Pam Bailey; Susan Sheehan Subject: Statement/Release from Mary Beckerle Dear all | am continuing to refuse any individual interviews but believe it was important to send some message from my office to ‘acknowledge the situation, thank everyone for their support, emphasize the strengths of the U and how HCI interacts with the U, and set the framing for our commitment to our cancer patients and their families going forward, Just wanted to send you a copy of what is going out from my office later today or early tomorrow. All the best to all of you and THANK YOU for ALL you have done and continue to do for HCI, and for me personally Pam: Please forward to Mr. Huntsman. Thanks. Mary “The excellence of Huntsman Cancer Institute has been built on the enduring strength of the University of Utah and our future success depends on the entire ecosystem. The U of U has been my institution since 1986 when | first joined the faculty as an Assistant Professor of Biology. | came here — and } stayed here — because of the remarkably collaborative environment, the innovative ‘can-do’ spirit, the commitment to excellence, and the confidence that great things are possible at this great institution, This past week has been a very difficult one for me and my family, as well as for our community. What kept me standing, in addition to the support of my family and my unwavering commitment to HCI, was the tremendous, unimaginable ‘outpouring of love and support for Huntsman Cancer Institute and for me personally. | cannot express how meaningful it has been to receive the thousands of messages from friends, colleagues, patients, and our community. | am very pleased to have been reinstated as CEO and Director of Huntsman Cancer Institute at the University of Utah. We will now harness all the energy, commitment, and goodwill that was manifest in the last week to advance the lifesaving mission of Huntsman Cancer Institute. Huntsman Cancer Institute has made major contributions in cancer prevention, treatment, and care in our short history. ‘This is just the beginning of the impact we intend to have for cancer patients and their families in Utah and beyond. HC! has an exceptional team of faculty and staff, wonderful collaborative partners at the University of Utah, and passionate engagement from our patients. With all of us working together, our future can’t be anything but BRIGHT. We are also deeply grateful to the Huntsman family, the Huntsman Cancer Foundation, and all of our donors for their continued confidence and faith in us. We will fight and defeat this disease. We will not let you down.” Sent: Tuesday, April 25, 2017 6:38 PM To: Mary Beckerie : Peter Huntsman; Ambassador Huntsman; Pam Bailey Subject: Re: Statement/Release from Mary Beckerle Thank you. Sent from my iPhone > On Apr 25, 2017, at 6:19 PM, Mary Beckerle wrote: > Dear all > Lam continuing to refuse any individual interviews but believe it was important to send some message from my office {0 acknowledge the situation, thank everyone for their support, emphasize the strengths of the U and how HC! Interacts with the U, and set the framing for our commitment to our cancer patients and thei families going forward > Just wanted to send you a copy of what is going out from my office later today or early tomorrow. 2 Althe best toallofyou and THANK YOU for ALL you have done and continue todo for HC, and for me personally > Pam: Please forward to Mr. Huntsman. Thanks. > Mary 2 ie excellence of Huntsman Cancer Insitute has been but on the enduring strength of the University of Utah and Ea puture Success depends on the entire ecosystem. The U of U has been my institution since 1986 when | frst jomned the foculty as an Assistant Professor of Biology. I came here - and stayed here ~ because ofthe remarkably things a caonment, the innovative ‘can-do’ spirit the commitment o excellence, and the confidence that great things are possible at this great institution 2,yls Bast week has been a very dificult one for me and my family, as wel as for our community. What kept me Sanding in adltion tothe support of my family and my unwavering commitment to HCl, was the tremendous rosa aBinable outpouring of love and support for Huntsman Cancer institute and for me personaly, cannot evpress how meaningful it has been to receive the thousands of messages from friends, colleagues, ptlents, ond oy Community. 1am very pleased to have been reinstated as CEO and Director of Huntsman Cancer institute at che seacltyof Utah, We wil now harness all the energy, commitment, and gooduil that was manifest in the lat week to advance the lifesaving mission of Huntsman Cancer institute. Fegintsman Cancer institute has made major contrioutions in cancer prevention, treatment, and care in our short story This is stthe beginning ofthe impact we intend to have for cancer patients and thelr families n Usaha evond. Hct has an exceptional team of faculty and staff, wonderful collaborative partners athe Uneeelty of Cy, and Bassionate engagement fom our patients, With allof us working together, our future cant be anything bur ORG or ZING ate also deeply grateful to the Huntsman family the Huntsman Cancer Foundation, and allof our donors forthe Gontinued confidence and faith in us, We will ight and defeat this disease. We will not let you down,”> Marty C. Beckerle, PhD > Jon M. Huntsman Presidential Endowed Chair Distinguished Professor of > Biology Investigator, Huntsman Cancer Institute > mary.beckerle@hci.utah.edu > Office: (801) 581-4485 > [cid:07486882-7£05-4151-8998-5440694A30E8) > Changing the DNA of Cancer CareKatharine Stevens ceee——-_—————-— From: Susan Sheehan Sent: Thursday, April 27, 2017 9:00 AM To: Maty Beckerle; Ashlee Bright Subject: Guidance from Huntsman Cancer Foundation about Philanthropy Categories: ‘Attn: Mary Dear Mary and Ashlee, | provide the following information for your use, should the need aris Huntsman Cancer Foundation is a public charity and is integrated within the University of Utah’s Health Sciences to support cancer programs operating under the mission of Huntsman Cancer Institute. Huntsman Cancer Foundation supports the mission by providing direct support to the University of Utah’s Huntsman Cancer Institute by raising and distributing support to the donor's stated area of cancer interest. Huntsman Cancer Foundation supports the mission by also directly paying for costs ordinarily paid by an institution itself, such as fundraising, public affairs, advertising, events, travel, professional fees, etc. Examples of support Huntsman Cancer Foundation has paid for which would ordinarily be paid by an institution itself are: > Advertising & marketing — (HCF has paid for these items directly and these costs amount tens of millions of doliars) Use of private airplanes — In the interest of preserving time of researchers and doctors, HCF has facilitated in- kind donations for transportation, as needed and appropriate ‘Travel ~ HCF has paid for travel expenses for physicians and researchers Galas, Events, Research Updates for Grateful patients, etc. ~ HCF has paid for these costs directly Professional Fees ~ HCF has paid for fees that would ordinarily be paid by an institution for consultants, lawyers, accountants, etc. All bond expenses for Phase IV, included principle and interest expenses All donor recognition such as signage, artwork, printing ‘The Community Report Hosting expenses for Biden initiatives v vvvy vy Susan Sheehan President & COO Huntsman Cancer Foundation 500 Huntsman Way Salt Lake City, UT 84108 801 584-5807 (office) 801 652-0521 (mobile) ssheehan@huntsmanfoundation.org HUNTSMAN OSGRRSTICT Changing the DNA of Cancer Care