Sunday, November 15

12:00 - 7:00 pm: Conference Registration

1:00 - 5:00 pm: Exhibit Area Setup

1:00 - 4:00 PM: Concurrent Breakout Sessions

FASB Accounting Update & Reimbursement Issues

James W. Cagle, CPA - Partner, Horne LLP - Nashville, TN James Cagle's primary responsibilities relate to overseeing the firm’s audits of health care entities, including governmental, not-for-profits, and for-profits throughout the southeastern United States. James joined HORNE in 1991 and has more than 17 years of experience in a variety of industries and service areas including manufacturing, retail companies and employee benefit plans. He is also an instructor for internal and external continuing professional education courses. James graduated from Mississippi State University where he received his Bachelor of Accountancy degree.

William (Bill) Galinsky, CPA - Sr. Finance Director, Governmental and Regulatory Affairs - Scott & White Hospital, Temple, TX Bill has over 22 years experience in healthcare finance and reimbursement. He began his career with Blue Cross and Blue Shield of Texas conducting cost report audits in the waning years of the transition to PPS. Since then Bill spent some time as part of the national healthcare consulting practice of Ernst & Young and has spent the last 14 years on the staffs of healthcare systems in the Carolinas and Texas. His positions have included�Reimbursement Manager/Director, Director of Financial Planning, and Controller. Bill is an Advanced Member of HFMA and a member of the Lone Star Chapter board. Bill has been in the HFMA since 1990 with most of those years as part of the Lone Star Chapter. He is also a member of the AICPA and AHLA.

Steven W.Hand, CPA, MPA, FHFMA - System Executive for Government Reporting, MemorialHermann - Houston, TX Steve Hand has over 20 years in healthcare including experience with a big four accounting firm, fiscal intermediary and several healthcare systems. He has been a member of HFMA since 1991 and has served as president of the Texas Gulf Coast Chapter and the Regional Executive for Region 9. He also served a three-year term with HFMA’s Board of Examiners Accounting and Finance group. Steve has received the Follmer Bronze, Reeves Silver and Muncie Gold Merit Awards. He is currently serving National HFMA as a member of the Chapter Advancement Team.

Leadership Mentoring/Coaching Course: How to Use What You've Already Got to Grow and Develop Your Employees
(limited to 30 participants)

This interactive workshop will provide anyone in a position of leadership with the knowledge, tools, and resources necessary to implement a formal worksite mentoring program. An effectively implemented mentoring program will 1) teach leadership skills to all levels of employees, 2) create increased company loyalty, 3) provide a method for enhancing skills and exploring career paths for employees in a culture of flattened organizations, 4) link employees with valuable knowledge and information, 5) reduce turnover and improve retention, and 6) create a culture which promotes individual employee growth and development. Participants will learn by experiencing first-hand from a leadership training program developed for use in HFMA national leadership activities and a mentoring program utilized by a Fortune 100 health insurance company

Ann Paul - Solaris Management LLC - Tulsa, OK Ann Paul has over 25 years in management and administration in the healthcare industry spanning from provider to payor. Her experience with national health insurers has provided knowledge about market environments, best practices for managed care contract negotiation and analysis, managing relationships among providers, payors, employers, and brokers, as well as organizational and human resources management. Over the years, Ann’s responsibilities have included physician, hospital, and other provider contract negotiations, marketing/sales and service, business office management, access management, utilization management, quality management, and several other functional areas within healthcare organizations. Ann’s undergraduate degree in Education and early teaching experience provided the foundation for delivering presentations, organizational development, and planning skills which have all been expanded and enhanced through her professional business experiences including the development of a professional mentoring program which spanned multiple locations and departments of a Fortune 100 insurance company. In 2007 Ann started her own business, Solaris Management LLC, where she has even greater opportunity to do what she loves – sharing her business knowledge and experience to help others excel in challenging environments!

Richard D. Wagner, CPA, FHFMA - Partner, EIDE Bailly - Tulsa, OK Rick Wagner has more than 25 years experience in the health care industry and erved as controller and interim CFO for two major Health Systems in Oklahoma. He conducts financial feasibility studies related to hospitals and special projects and is a Medicare and Medicaid cost report specialist. In addition, Rick provides assistance with chargemaster and cost report assessments, hospital mergers and turnarounds, is a recognized expert for health care related reimbursement trials and has conducted revenue enhancement studies for rural hospitals. Rick is a Gold medal member of the Oklahoma HFMA Chapter, Past Chapter Advancement Team member for HFMA National, and a Past Regional Executive for Region 9

HFMA Certification Coaching Course

The Certification Program with HFMA is designed to prepare individuals for who want to “move with the industry.” The Certified Healthcare Financial Professional (CHFP) designation indicates that you have demonstrated proficient technical skills and a comprehensive understanding of HFMA’s defined body of knowledge. You would join an elite group of only 8% of all HFMA members nationwide. For more information about the program, go to National HFMA at www.hfma.org/careers/certification.asp.

Course Facilitators:

John Montaine, MBA, FHFMA, Consultant, Alianza Solutions, L.P. - San Antonio, TX | John is a results-oriented healthcare professional who uses his 30 years of experience in clinical orthopedics, insurance, and hospital systems to create operational and financial solutions for hospital systems. As a consultant he advises providers on strategies to increase their revenues by leading strategic to service line engagements in operational and financial initiatives. Prior to consulting, Mr. Montaine served as a senior executive for two large, integrated hospital systems, and he built and developed health plans in Texas and Florida. Mr. Montaine has been a member of HFMA since 1999, where he served the Gulf Coast chapter as an officer, Board member, and committee chair. He has served the South TX chapter since 2003 in multiple roles and is the 2009-10 STX Chapter President, earning the Follmer Bronze, Reeves Silver, and Muncie Gold merit awards. He earned distinction as the nation’s highest scorer on HFMA’s certification exam for Managed Care in 2008.

Joe Wewers, FHFMA - Mid South Credit Bureau, Fort Smith, AR | Joe Wewers attended Arkansas Tech University and The University of Tulsa and worked for Skelly Oil Company as a gasoline plant accountant. He moved to Fort Smith and went to work at Sparks Regional Medical Center as an Internal Auditor and Asst. Director of Finance for 9 years, then transferred to the Director of Patient Financial Services position for 20 years. Joe went into consulting, marketing and interim Business Office management for Medical Management Consultants in Tulsa, Okla. for 4 years. Currently he is the Senior Sales Representative for Mid South Credit Bureau in Paris, Tennessee and resides in Fort Smith, Ark . Joe has been presenting CORE Coaching courses for 7 years at HFMA ANI, Arkansas, Oklahoma, Missouri and Alabama HFMA chapters.

3:00 - 4:00 pm
Refreshments Available

4:00 - 5:30 pm
U.S. Healthcare: Where We Are and Where We're Going

Richard L. Clarke, DHA, FHFMA - President and CEO, Healthcare Financial Management Association - Westbrook, IL Dr. Clarke� holds a bachelor's degree in Industrial Distribution from Bradley University, a master's degree in Business Administration (MBA) in management/finance from the University of Miami, and a Doctor of Health Administration (DHA) degree from the Medical University of South Carolina. He also was president of the Colorado Chapter of HFMA, served on the HFMA National Matrix, and was a member of HFMA's Principles and Practices Board. Dr. Clarke currently is the Immediate Past Chair of the Commission on Accreditation of Healthcare Management Education, having served in various capacities for that organization since 1997. He is also a former chair of AHA Financial Solutions, Inc. (a wholly owned subsidiary of the American Hospital Association). Additionally, he has served on the Federal Reserve Bank of Chicago’s Advisory Council. Dr. Clarke currently holds an adjunct faculty position in the Department of Health Systems Management at Rush University in Chicago and also serves on the CHRISTUS Health Board of Directors. Dr. Clarke writes a monthly column in HFMA’s magazine, Healthcare Financial Management, and has written numerous articles on healthcare finance in HFM and other magazines and journals. He co-authored the books, Capitalizing Medical Groups: Positioning Physicians for the Future, published jointly by HFMA, MGMA, and McGraw-Hill in 1998, The Crisis in Health Care: Costs, Choices and Strategies, published by Jossey-Bass in 1990, and Beyond Managed Care: How Consumers and Technology are Changing the Future of Health Care published by Jossey-Bass Inc. in the summer of 2000.

5:30 - 6:30 pm
Welcome Reception | Exhibits Open

Monday, November 16

7:00 am - 7:00 pm
Conference Registration | Exhibits Open

7:00 - 8:30 am
Breakfast in the Exhibit Area

8:00 - 10:00 am - General Session
HFMA Update & Executive Roundtable Discussion

Cathy Jacobsen, CPA, FHFMA - Senior Vice President, CFO and Treasurer, Rush University Medical Center - Chicago, IL Ms. Jacobson is the voluntary Chair of the Healthcare Financial Management Association (HFMA) during the 2009-10 term, beginning June 1, 2009.A member of HFMA since 1989, Ms. Jacobson’s involvement with the National Association includes serving on the Principles & Practices Board (1995-98 and 1998-01), serving as chair during 2000-01, the Strategic Planning Committee (2004-06 and 2008-10), serving as chair in 2008-09, the Board of Directors (2004-10), the Executive Committee 2005-10, serving as chair in 2009-10, and the Audit & Finance Committee (2006-10), serving as chair in 2007-08. She has received the Follmer Bronze and Reeves Silver merit awards. Ms. Jacobson received her Bachelor of Science degree in accounting form Bradley University, Peoria, Illinois.

Phyllis Cowling, FHFMA - President and CEO, United Regional Health Care System - Wichita Falls, TX Phyllis joined United Regional Health Care System in Wichita Falls, Texas, as its President and Chief Executive Officer in December 2004. Previously, Phyllis served for over eleven (11) years as Vice President and Chief Financial Officer of Baptist St. Anthony’s Health System (BSA) in Amarillo. In total, she has been in healthcare administration for over twenty (20) years. Likewise, she has been an active member of the Healthcare Financial Management Association (HFMA) for over twenty (20) years; after serving in various capacities at local, regional, and national levels, Phyllis served as the National Chairman of HFMA in 2002-2003. Phyllis received her Master of Business Administration degree from the University of Texas at Austin and her Bachelor of Business Administration degree from East Texas State University.

Robert "Bob" Ramsey - Chief Financial Officer, Our Lady of the Lake Medical Center - Baton Rouge, LA Our Lady of the Lake is a 700 + bed hospital and has several subsidiaries and joint ventures with operating revenues of $600 million. Prior to joining OLOLRMC, he was the Vice President and Chief Financial Officer of Doctors Hospital in Springfield, IL. Bob has 28 years of accounting/financial operations experience, of which, 26 have been healthcare related. He is a Certified Internal Auditor. Active in HFMA, Ramsey is the past National Chairman of the Board of Examiners and a member of the Louisiana Chapter. Currently, he serves on the HFMA National Advisory Council and the Planning Committee for the Region 9 Conference. He is a past President of the McMahon-Illini Chapter, where he held various Officer, Director, and Committee positions. He has earned the Follmer Bronze, Reeves Silver, Muncie Gold Merit and Medal of Honor Awards with HFMA.

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10:00 - 10:30 am
Refreshment Break | Exhibits Open

10:30 am - 12:00 pm - General Session
International Healthcare - Focus on Africa

An update on the HFMA trip to South Africa and a description of the healthcare practices in a sub-Saharan region of West Africa and the unique challenges and opportunities involved with bringing compassionate healthcare to this area. The process for establishing a hospital in a foreign country, the development of the hospital facilities and programs and the ongoing activities by the international team currently present in northern Cameroon. Cheryl Yennie will offer a challenge to participate in the global healthcare economy in a personal and meaningful way.

Phyllis Cowling, FHFMA - President and CEO, United Regional Health Care System - Wichita Falls, TX Phyllis joined United Regional Health Care System in Wichita Falls, Texas, as its President and Chief Executive Officer in December 2004. Previously, Phyllis served for over eleven (11) years as Vice President and Chief Financial Officer of Baptist St. Anthony’s Health System (BSA) in Amarillo. In total, she has been in healthcare administration for over twenty (20) years. Likewise, she has been an active member of the Healthcare Financial Management Association (HFMA) for over twenty (20) years; after serving in various capacities at local, regional, and national levels, Phyllis served as the National Chairman of HFMA in 2002-2003. Phyllis received her Master of Business Administration degree from the University of Texas at Austin and her Bachelor of Business Administration degree from East Texas State University.

Cheryl Yennie - Director of Administration, The Medical Centers of West Africa | Cheryl Yennie, FHFMA, CPA is the Director of Administration for The Medical Centers of West Africa, Inc., an independent nonprofit faith-based medical mission organization headquartered in Baton Rouge, Louisiana which operates a 100 bed hospital in Cameroon, Africa. She has served as a voluntary treasurer and board member since 2003 and has traveled to Cameroon twice. Her role at MCWA is to organize donors, volunteers and supplies to support the activities of the mission organization. She is also a manager with the accounting firm of Postlethwaite & Netterville, a large CPA firm in Baton Rouge, Louisiana where she is involved with Medicare and Medicaid cost report auditing. She has over 28 years of professional experience in public accounting and healthcare finance, including nine year with a large integrated health system in Baton Rouge. She is a past president of the Louisiana Chapter of HFMA and a past National board member for HFMA.

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12:00 - 1:00 pm
Lunch in the Exhibit Area

1:00 - 2:00 pm - General Session
A Washington Regulatory and Legislative Update: What's Happening to Medicare?

This session will highlight the latest legislative and regulatory changes to the Medicare program for FY 2010 and beyond. Items will include Congress’ health care reform initiatives, and the Centers for Medicare and Medicaid Services updates to the various prospective payment systems and physician payments.

Larry Goldberg - Senior Advisor for Health Care Legislative and Regulatory Matters, Grant Thornton LLP Larry has been working for the last three years with Grant Thornton as its Senior Advisor for Health Care Legislative and Regulatory Matters. His primary role is to advise on health care issues at the federal level, and to monitor health care legislation and regulation for the firm’s rapidly growing Health Care Practice. Goldberg authors Washington Bulletin and Washington Alert, Grant Thornton health care publications analyzing and summarizing federal health care issues. Larry retired as Director of Deloitte and Touche's Washington National Affairs for Health Care office in June 2006. He had served as the Firm's "listening post" on federal – Medicare and Medicaid – health care financial issues and assisted Firm practitioners and clients on health care financing issues for more than 22 years. He has also formed Larry Goldberg Consulting to analyze Medicare legislative and financial changes and provide information to organizations or individuals; and make speeches to groups, including hospital and trade associations, regarding federal payment regulations and the attitude in Washington, DC regarding health care.

2:00 - 3:30 pm
Concurrent Breakout Sessions

Creating an Effective Payor Report Card

A payor report card can be an important feedback tool for both payors and providers. It gives payors feedback on their performance, helps set the priorities for improving the payors’ service effectiveness, and improves collaboration in the payor-provider relationship. Baylor Health Care System has conducted a comprehensive payor survey annually for the past six years, and utilized the report card in payor negotiations and in holding payors accountable for contractual obligations. This presentation focuses on the design, implementation and effective use of a payor report card.

Julie Tipps - Strategy Consultant, Office of Managed Care, Baylor Health Care System - Dallas, TX Julie has worked for Baylor Health Care System since 1992 in various management positions including several years in Transplantation administration, and Cancer Center operations. The last four years have been in the Office of Managed Care where she focuses on market research, education, and other business development initiatives. The BHCS Office of Managed Care oversees 100+ contracts for 21 hospitals and 418 physicians, and other ancillary businesses. Julie has a Bachelor of Arts degree from Texas Tech University, and a Master of Liberal Arts from Southern Methodist University.

RAC Audit Update

Patsy Hathorn, RHIA - Director of Clinical Resource Management, Mississippi Baptist Health Systems - Jackson, Mississippi | A member of the Mississippi Health Information Management Association, Patsy Hathorn served as President of the association for the 2008/2009 year. She is a sought-after speaker for professional associations, with presentations at the 2003 and 2004 InSight Annual Conferences, the 2004 HIMSS conference, and in 2005, for both the ANI conference in Las Vegas and HFMA Region 9 conferences in Houston and New Orleans. In 2006 she presented “Process Mapping the Revenue Cycle” at HFMA’S Revenue Cycle Strategies Conference in Las Vegas. She also presented the topic at the 2007 ANI conference in San Diego.

Leadership Mentoring/Coaching Course (continued)

Ann Paul & Rick Wagner (continued from Sunday afternoon)

HFMA Specialty Certification Course - Accounting & Finance

John Montaine & David Williams

3:30 - 4:00 pm
Refreshment Break

4:00 - 5:30 pm
Concurrent Breakout Sessions

New Models for Physician/Hospital Partnership

With physician employment returning to popularity, hospital leaders need to understand how to avoid the pitfalls that can lead to physician disaffection and large-scale financial losses. The presenter shows how to create hospital-affiliated physician practices that are financially self-sustaining and help doctors meet their compensation goals. The key is strategically developing ancillary services to increase practice revenue and to incorporate electronic health technology as means of developing strong relationships. Case studies and 20-year data for several organizations demonstrate the positive impact this strategy can have on hospital market share.

Daniel J. Marino - President, Health Directions, LLC Dan Marino is recognized as a proven leader in the Physician Practice Management arena. His work with numerous multi-specialty group practices around the country has allowed many organizations to realize improved financial and operational results. Dan’s work with medical groups is based on sound business philosophies incorporated into the clinic setting. Some of his recent accomplishments include financial and operational turnaround of a 300-physician multi-specialty group practice, facilitation of an information system selection process; improved front-end and back-end operations to support patient flow; and assisting many physician practices and medical groups around the county in realizing substantial financial improvements with efficient billing and collection processes. Dan has also developed, marketed, and conducted practice management workshops designed to assist physicians, management, and office personnel in improving practice performance. Combined with office policies and procedures, each module provides tips and techniques that are important to the ”business of medicine”. In addition, Dan’s expertise in the industry has made him a popular speaker at numerous regional and national healthcare conferences.

Rapid Change Acceleration in Revenue Cycle

You are given an almost impossible goal for your Revenue Cycle. How do you get there quickly? What steps can you take to ensure a rapid, successful turnaround with staff buy in and incredible results?
CFOs, Revenue Cycle, Business Office, HIM and Patient Access Leaders will benefit from this fun, informal discussion. Participants will receive tools and ideas to take back to their organizations to help implement change that is hardwired to last.

Julie Carpenter - Regional Director, Revenue Cycle, Catholic Health Initiatives - Little Rock, AR |Julie Carpenter recently accepted a regional corporate position within Catholic Health Initiatives with responsibility for the Revenue Cycle for St. Vincent Health System in Little Rock, AR and St. Clares Health System in Denville, NJ. She is a part of the National CHI Revenue Cycle team headquartered in Exton, PA and works closely with local, regional, and national resources. Prior to this move, Julie was with the St. Vincent Health System in Little Rock, AR since 2001 and was serving as the Administrative Director, Revenue Cycle for the 4 hospital system. She has worked in healthcare for the past 15 years in a variety of leadership roles. Julie has volunteered with HFMA since 2994 and is currently serving as the President of the Arkansas Chapter.

Leadership Mentoring/Coaching Course Part II: How to Make Yourself and Indispensable Resource

An in depth discussion of “Talentonomics” and how it affects you. Learn the secrets of leading organizations related to employee ROI and the organizational value of hiring and retaining top talent. This session is designed for healthcare leaders who want to be viewed as an indispensable resource by enhancing the value of themselves and their role within the healthcare organizations they serve.

Todd Dixon - Acclivity Healthcare Since 1994, Todd has enjoyed a very successful career within the recruiting and staffing industry. Prior to joining Acclivity Healthcare in 2001, he rose quickly within a national staffing firm in Branch, District and Area Management roles in New Mexico, Texas, and Arizona. Todd was recognized for setting a company record for start up office profitability. At Acclivity Healthcare, Todd received the Pinnacle Award earned only by the top 1% of staffing and recruiting professionals nationally. Todd is the President Elect for the Arizona Health Care Financial Management Association (AZHFMA) and was voted Outstanding Board Member for his contributions in 2007. Todd provides leadership for Acclivity Healthcare in the areas of healthcare executive search, market expansion, client relations, internal staff training, business development and overall strategic initiatives

Ted French - Acclivity Healthcare Ted has been finding top professionals and matching them with leading organizations for over 17 years. He has been dedicated to serving the healthcare industry exclusively for almost a decade. During that time, Ted has provided oversight for the successful placement of well over 10,000 top healthcare professionals ranging from Medical Records Clerks, clinical Nurses, C-Level executives, and almost everything in between. Since 1999, Ted has provided the vision and leadership to propel Acclivity Healthcare from its humble beginnings as a small, local recruiting firm to one of the fastest growing and most successful healthcare recruiting and staffing firms in the nation! Ted attributes the success and incredible growth of Acclivity Healthcare to its team of top healthcare recruiting professionals and their unwavering commitment to quality, professionalism, and ethics.

HFMA Specialty Certification Course - Patient Financial Services

5:30 - 7:00 pm
Conference Reception | Exhibits Open

7:00 pm
Exhibits Close - Optional Breakdown for Exhibitors

Tuesday, November 17

7:30 - 8:30 am
Breakfast in the Ballroom Foyer

7:30 - 10:00 am
Exhibit Breakdown

8:00 - 9:00 am - Concurrent Session
Pricing Transparency

Mitzi McCullock - Sustem Director of Managed Care - Integris Health, Oklahoma City, OK

8:00 - 9:00 am - Concurrent Session
Point of Service Collections

Alberto Casas - Executive Director, Business-to-Business Healthcare, J.P. Morgan Treasury Services Alberto Casas is Executive Director of J.P. Morgan Treasury Services’ Business to Business Healthcare Solutions which provides financial transaction, claims processing and on-line workflow solutions to the healthcare provider and insurer markets. Mr. Casas is responsible for Product Management, Business Development and Revenue Cycle Strategy. A graduate of Providence College, Mr. Casas has worked in the financial services industry for over 15 years and has extensive experience developing revenue cycle and sales distribution strategies for the healthcare and insurance industries. Mr. Casas joined J.P. Morgan in 1999. Before assuming his current responsibilities as Executive Director for Business-to-Business Healthcare Solutions, he held leadership positions in Technology Sales (Image Archive Outsourcing) and Receivables Product Management. Mr. Casas has spoken at a variety of venues, including WEDI’s national conference, Blues Health IT Summit, TAWPI and other J.P. Morgan proprietary industry events and national conferences.

9:00 - 10:30 am - General Session
Capital Markets Update

Andrew J. Majka - Partner & COO, Kaufman, Hall & Associates In his tenure with Kaufman Hall, Mr. Majka has been very active in financial and capital planning, debt-related financial advisory, and merger/acquisition/divestiture engagements for a wide range of healthcare clients, including many multi-state healthcare systems, academic medical centers, stand-alone community providers, and large physician group practices. In particular, Mr. Majka has collaborated with numerous providers in the development and execution of best practices financial and capital planning within the context of strengthening the mission, preserving credit rating, and optimizing access to capital. Since 1993, Mr. Majka has been a financial advisor to over $8 billion in tax-exempt healthcare financings. He is a frequent speaker on healthcare finance topics and was twice presented with a Distinguished Speaker Award by HFMA in connection with the Annual National Institute.

10:30 - 11:00 am - Refreshment Break

11:00 - 12:30 pm - General Session
The AMA Perspective on Healthcare Reform

J. James Rohack, MD - President-Elect, American Medical Association and Sr. Staff Cardiologist, Scott & White Clinic - Temple, TX Dr. Rohack was elected president-elect of the AMA in June, 2008. He has been a member of the AMA Board of Trustees since 2001 and served as chair from 2004 to 2005. He has also served on all AMA-BOT intraboard committees, chairing both the AMA-BOT Executive Committee and the Organization and Operations Committee. Dr. Rohack serves as treasurer of the board of commissioners of the Joint Commission, chairs the National Advisory Counccil to the Agency for Healthcare Research and Quality, and is one of the principals of the Hospital Quality Alliance.