HFMA Region 9 - Admin
HFMA  Region 9

2010 Conference Agenda/Information

To Register and Pay by Credit Card:On-Line Registration

If Paying by Check Please Download and Mail theConference Brochure

Hotel Reservations Due by October 22:Lodging Information

Sponsors/Exhibitors


altCPE Credit: This program contains a total of 21.5 CPE credits if all possible sessions are attended. CPE credits, prerequisite, Learning Objectives, and Fields of Study for each session are listed in the descriptions below.

Continuing Professional Education Credits are provided by the Arkansas Chapter HFMA. Arkansas Chapter HFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses for CPE Credit.

The Instruction Method for all conference sessions is Group Live.

Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasba.org


Courses | Click on a Course Name for Detailed Information

Sunday, November 14:

Louisiana Medicaid Update

HFMA Core Certification Coaching Course - Parts I and II

Compliance Update

Revenue Cycle: Living With RAC - Audit Results and Better Practice Ideas

Accounting/Finance: Medicare Cost Reporting

Leadership: Leadership in a Time of Uncertainty: Developing Your Staff to Achieve

Accounting/Finance: Accounting and Audit Update

Leadership: Effective Written Business Communication

Healthcare Reform Update

Monday, November 15:

Financial and Clinical Collaboration

Executive Panel Discussion

RAC: An Executive Overview

Case Study Workshop: Physician Integration - Aligning Interests, Coordinating Quality and Lowering Costs

Revenue Cycle: Splitting the Reimbursement Pie / ACE Case Study and Incentive

Leadership: Persuasion Skills - Getting the Results You Want

Accounting/Finance: Reducing Clinical Costs and Creating Real Savings

Certification: HFMA Specialty Course - Managed Care

A For-Profit vs Non-Profit Conversation on Healthcare: How to Go From $17 million to $438 million in Three Years

Leadership: Moving Up to CEO

Accounting/Finance: Managing the Supply Chain and Cutting Costs

Certification: HMFA Specialty Course - Accounting and Finance

Tuesday, November 16

Executive Perspective on EHR Challenges

CIO Panel Discussion

Fraud and Embezzlement: Lessons From the Trenches


Sunday, November 14



8:30 am: Early Registration


9:00 - 10:15 am: Early-Bird Session
Louisiana Medicaid Update
Course G01 | CPE: 1.5 | Level: Basic | Prerequisites: None

Learning Objectives: After attending this session the participant will be able to apply recent Louisiana Medicaid developments in the workplace.

Field of Study: Specialized Knowledge and Application

This program will cover recent developments from the OIG and other state and regulatory agencies in Compliance Program issues.

altAlan Levine - Secretary, Louisiana Department of Health and Hospitals - Baton Rouge, Louisiana | Alan Levine recently served as the President and Chief Executive Officer of Broward Health, one of the largest not-for-profit public healthcare systems in the nation. During his tenure as CEO, he initiated two of the largest tax cuts in nearly three decades, leading to the best financial performance in Broward Health's history. He also worked to receive two bond rating upgrades from the largest national rating agencies, and improved patient satisfaction by as much as twenty eight percent in some service areas. Levine also led the effort to acquire the world’s leading cancer technology center, also recruiting a highly touted team of physicians from Harvard University to implement the program. Broward Health's turnaround was recently highlighted as a cover story for Smart Business Magazine. Previously, Levine served as Secretary of the Florida Agency for Health Care Administration from 2004 to 2006, overseeing more than 30,000 health care facilities, including hospitals, nursing homes, assisted living facilities and health care clinics. He also managed Florida’s Medicaid program, with a budget of more than $16 billion.


10:15 - 11:30 am and 1:00 -3:30 pm
HFMA Core Certification Coaching Course
Course C01 | CPE: 4.5 | Level: Basic | Prerequisites: None

Learning Objectives: After this session, attendees will be able to improve their ability to pass examinations for HFMA Certification.

Field of Study: Specialized Knowledge and Application

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.

altJohn Montaine, MBA, FHFMA - NHPN - 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.

Chip Cantrell, CPA, CHFP - Cantrell CPA Services, LLC - Kaplan, LA | Chip received his CHFP Certification in 2007 after successfully completing the examination process a year earlier. Chip completed the Core exam along with the Accounting & Finance Specialty exam. Chip has taught the Core and Accounting & Finance training courses with the Louisiana Chapter of the HFMA for the last three years and currently serves as the Chairman of the Certification Committee with the Louisiana Chapter. Cantrell CPA Services, LLC provides a broad range of public accounting services including healthcare consulting for all types of healthcare organizations as well as Medicare and Medicaid cost reporting.


10:15 - 11:30 am
Compliance Update
Course G02 | CPE: 1.5 | Level: Basic | Prerequisites: None

Learning Objectives: After attending this session the participant will be able to contribute to improvements to compliance programs including the latest updates.

Field of Study: Specialized Knowledge and Application

This program will cover recent developments from the OIG and other state and regulatory agencies in Compliance Program issues.

altDinetia Newman - Partner, Health Law Practice Group, Balch & Binham, LLP - Jackson, Mississippi | Dinetia Newman's practice involves representation of providers and suppliers including hospitals and health systems, physicians, ambulatory surgical centers and other Medicare Part B suppliers on a variety of operational and transactional matters involving Medicare and Medicaid payment, Anti-kickback Act, Stark Law, EMTALA, HIPAA privacy and security compliance, state law licensure and certificate of need issues, contractual negotiations between and among providers and suppliers, establishing and representing managed care organizations and counseling clients through investigations by federal and state agencies.


12:00 - 7:00 pm: Conference Registration


1:00 - 6:00 pm: Exhibitor Setup


1:00 - 3:30 pm: Revenue Cycle Track
Living With RAC: Audit Results
& Better Practice Ideas to Prevent Vulnerabilities

Course A01 | CPE: 3.0 | Level:
Intermediate | Prerequistes: Basic Understanding of RAC

Learning Objectives: After this session the participant will be able to assist health care organizations understand the RAC process and prevent vulnerabilities.

Field of Study: Specialized Knowledge and Application

Target Audience: PFS, IR, HIM, RAC Coordinators; Revenue Cycle professionals, CFOs.

This class will provide RAC updates on two years of nationwide audit results and better practice ideas. Charge Capture, Physicians, HIM, IR, PFS and the Patients - all areas will be included in this operationally focused session. Hot spots for internal audit; educational ideas for facilities and physicians; accountability documentation to support billable services.

altDay Egusquiza - President, AR Systems - Twin Falls, Idaho | Day Egusquiza brings over 28 years experience in health care reimbursement, business office operations, contracting and compliance implementation. Additionally, her experience includes eight years as a Director of a Physician Medical Management billing service and most recently completed an integrated business office between a hospital and a large physician clinic. She has been an entrepreneur in hospital and physician practice accounts receivable management and a leader in redesigning numerous organizations. Her work includes providing insight and guidance as a compliance, HIPAA and APC educator to department heads as well as Business operation’s staff. Charge Master, Charge Capture and Lost Revenue are part of her fun project list and yes, RAC!


1:00 - 2:15 pm: Accounting/FinanceTrack
Medicare Cost Reporting
Course B01 | CPE: 3.0 | Level:
Intermediate | Prerequisites: Basic knowledge of healthcare financial accounting

Learning Objectives: After this session the participant will have a grasp of Medicare Cost Reporting requirements and issues.

Field of Study: Specialized Knowledge and Application

Target Audience: Accounting and finance managers, compliance officers, CFO's, CEO's, controllers, and other finanical executives.

This session will provide an overview and update of Medicare Cost Reporting.

altWilliam (Bill) Galinsky, CPA - Sr. Finance Director, Governmental and Regulatory Affairs - Scott & White Hospital - Temple, Texas | 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.

altSteven W.Hand, CPA, MPA, FHFMA - System Executive for Government Reporting, MemorialHermann - Houston, Texas | 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.


1:00 - 2:15 pm: Leadership Track
Leadership in a Time of Uncertainty - Developing Your Staff to Achieve

Course D01 | CPE: 3.0 | Level: Basic | Prerequisites: None

altAnn Paul - Solaris Management, LLC - Tulsa, Oklahoma | 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.

altRichard D. Wagner, CPA, FHFMA - Partner, EIDE Bailly - Golden, Colorado | 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.


2:15- 3:30 pm: Accounting/FinanceTrack
Accounting Update
Course B02 | CPE: 1.5 | Level: Intermediate | Prerequisites: Basic knowledge of healthcare financial accounting

Learning Objectives: After this session the participant will be able to apply newly released accounting pronouncements and practices to the organizations’ financial reporting.

Field of Study: Accounting

Target Audience: Accounting and finance managers, compliance officers, CFO’s, CEO’s, controllers, and other finanical executives.

This session will provide an overview and update of Healthcare Accounting/Auditing. Covered topics will include recent hot topics and discussions from participation on the HFMA Principles and Practices Board, as well as interesting developments around the AICPA Healthcare Committee and Health Care Audit Guide. Also covered will be the FASB and GASB pronouncements.

altMark Albrecht, CPA - Partner, Deloitte & Touche LLP - Minneapolis, Minnesota | Mark Albrecht has more than 18 years of professional experience. In 2002, Mark began serving UnitedHealth Group, Inc. where he led a team of more than 100 people and was responsible for all Deloitte services provided to the company. In 2008, he was asked to lead Deloitte’s Office of the Industry Professional Practice Director (IPPD) health care team. In this role, Mark functions as a National Office resource and works closely with Deloitte’s health care and insurance practitioners and clients in providing technical accounting and financial reporting consultation and leadership. Mark is a member of the Healthcare Financial Management Association’s Principles and Practices Board, was appointed to the Planning Committee for the 2010 AICPA Health Care Conference, functions as an assistant to the AICPA Health Care Expert Panel, and is a frequent speaker at AICPA and HFMA conferences and events.

altKaren Van Compernolle, CPA - Senior Manager, Deloitte & Touche LLP - Dallas, Texas | Karen has been with Deloitte & Touche LLP for over twelve years and currently works in the Dallas practice office as the senior manager on Tenet Healthcare Corporation, Parkland Health & Hospital System, and SSM Health Care. In her role as senior manager, Karen oversees the day-to-day audit and quarterly review activities for these engagements, including maintaining frequent communication with management to address critical accounting issues, technical GAAP, GAS, and SEC reporting requirements, and appropriate disclosures from an GAAP, GAS, and SEC perspective, and researches and assists in the resolution of technical accounting and reporting issues focused on the health care industry. In addition to her role as senior manager on client service engagements, Karen is the Health Sciences & Government healthcare provider fellow and works directly with industry leaders on technical matters and a variety of educational and training programs.


2:15 - 3:30 pm: Leadership Track
Effective Written Business Communication
Course D02 | CPE: 1.5 | Level: Intermediate | Prerequisites: An understanding of basic business communication formats.

Learning Objectives – After this session, attendees will be able to: Identify common communication errors; Understand how to communicate clearly and succinctly; Enhance their communication skills.

Field of Study: Personal Development

Target Audience: Managers at all levels and those who understand the value of clear communication

This course will help professionals improve business communication in memos, emails, and reports by avoiding common mistakes. Attendees should leave knowing how to construct business writing that conveys their point clearly, succinctly, and professionally.

altJim Grigsby - President and CEO, Grigsby Consulting - Sebastian, Florida | Jim, president of Jim Grigsby Consulting, a revenue cycle and management consulting firm, has a passion for writing. Jim won a nation editing award and a Yerger as editor of the Florida chapter newsletter, Sunspots. He has authored dozens of articles on business process management, staff development, revenue cycle improvement, HIPAA, healthcare technology, and disaster recovery. His first book Don’t Tick Off The Gators! Managing Problems Before Problems Manage You was published by Rainbow Books Inc in 2006. His second book, Jerks Of Our Lives is under contract and will be released in 2011.


3:30 - 3:50 pm: Refreshments Available


3:50 - 5:30 pm: General Session
U.S. Healthcare: A Healthcare Reform Update

Course G03 | CPE: 2.0 | Level:
Strategic | Prerequisites: None

Learning Objectives: After this session, you will be able to: Discuss the current status of payment reform; Summarize successes to date; Identify actions for the future.

Field of Study: Specialized Knowledge and Application

The current field of healthcare policy debate is awash in competing visions of healthcare reform that employ a myriad of payment and coverage schemes. Policymakers are developing and testing bundled payment methodologies and funding comparative effectiveness research. Much of this work stops at the providers’ doorway however, and few of the plans address the vital work that must be done to create fundamental change in care processes and management. HFMA’s work in surveying provider preparations for payment reform indicates that many providers are pursuing a course of physician/hospital integration to create a structure that will align the efforts of both parties to improve quality and lower cost.

altRichard L. Clarke, DHA, FHFMA - President and CEO, Healthcare Financial Management Association - Westbrook, ILlinois | 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 - 7:00 pm: Welcome Reception | Exhibits Open


Monday, November 15



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


7:00 - 8:15 am: Breakfast in the Exhibit Area


8:00 - 9:15 am: General Session
Financial/Clinical Collaboration
Course G04 | CPE: 1.5 | Level:
Intermediate | Prerequisties: General knowledge of clinical/financial interactions

altJohn J. Finan, Jr. - President and Chief Executive Officer, Franciscan Missionaries of Our Lady Health System - Baton Rouge, Louisiana | John J. Finan, Jr. has over 30 years of experience in healthcare leadership and operations. He has held senior positions in the Midwest and in Louisiana, and is active in many professional organizations. Mr. Finan is a former Chair of the Board of Trustees of the Catholic Health Association, member of the Board of Directors of the Council for a Better Louisiana, former Board Chair of the VHA Health Foundation and former member of the VHA Board of Directors. He served as Chair of the Board of Governors at the Clinical Center at the NIH, and is a member of the Board of Marian Health System. He is also a member of the Board of the Public Affairs Research Council. Mr. Finan is a former member of AHA Regional Policy Board 7, and chaired the Medicaid Reform Task Force of the Louisiana Hospital Association. He has held academic appointments at Southern Illinois University, Washington University School of Medicine, University of Alabama School of Health Related Professions, and The George Washington University.


9:15 - 9:45 am: Refreshment Break | Exhibits Open


9:45 - 11:25 am: General Session
Executive Panel Discussion

Course G05 | CPE: 2.0 | Level:
Strategic | Prerequisites: General knowledge of healthcare financial and strategic issues.

Learning Objectives: After this session the participant will be able to apply the experience of the executive panel members to improve his/her own operations.

Field of Study: Business Management and Organization

A practical, strategic discussion of current issues in healthcare finance.

altJoe Reppert, FHFMA, ACHE - Chief Financial Officer, North Mississippi Health System | Before joining NMHS in 2009, Joe Reppert was the chief financial officer for Good Shepherd Health System in Longview, Texas. He graduated from Southern Adventist University in Chattanooga with a bachelor’s degree in business administration and the University of Connecticut in Storrs with a master’s degree in business administration. Reppert is a fellow of the Healthcare Financial Management Association and the American College of Healthcare Executives.

altFred Savelsbergh - Chief Financial Officer, Baylor Health Care System - Dallas, Texas | Fred Savelsbergh joined Baylor Health Care System in 1982 as staff accountant. Since then he has served Baylor in various financial and leadership capacities including financial officer for Baylor Regional Medical Center at Grapevine, interim hospital president for two years, also at Grapevine, and hospital financial officer for Baylor University Medical Center in Dallas. Within the Baylor system, Savelsbergh provides oversight for financial functions including strategy, policy, structure, talent, processes, tools and outcomes. He has oversight responsibility for all aspects of finance, revenue cycle, and supply chain.

altJohn J. Finan, Jr. - President and CEO, Franciscan Missionaries of Our Lady Health System - Baton Rouge, Louisiana |John J. Finan, Jr. has over 30 years of experience in healthcare leadership and operations. He has held senior positions in the Midwest and in Louisiana, and is active in many professional organizations. Mr. Finan is a former Chair of the Board of Trustees of the Catholic Health Association, member of the Board of Directors of the Council for a Better Louisiana, former Board Chair of the VHA Health Foundation and former member of the VHA Board of Directors. He served as Chair of the Board of Governors at the Clinical Center at the NIH, and is a member of the Board of Marian Health System. He is also a member of the Board of the Public Affairs Research Council. Mr. Finan is a former member of AHA Regional Policy Board 7, and chaired the Medicaid Reform Task Force of the Louisiana Hospital Association. He has held academic appointments at Southern Illinois University, Washington University School of Medicine, University of Alabama School of Health Related Professions, and The George Washington University.

altRichard 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.


11:25 am - 12:15 pm: General Session
RAC Updates & Implementation Ideas for Healthcare Executives
Course G06 | CPE: 1.0 | Level: Intermediate | Prerequisites: Basic knowledge of RAC issues.

Learning Objectives: After this session the participant will be able to assist health care organizations understand the RAC process and prevent vulnerabilities.

Field of Study: Specialized Knowledge and Application

Target Audience: CEO, CFO, CNO, Senior Leadership

This fast-paced session will cover RAC updates with easy to follow highlights of action & hot items. Learn the significant updates and potential impact to the organization. Highlights of new items and findings.

altDay Egusquiza - President, AR Systems - Twin Falls, Idaho | Day Egusquiza brings over 28 years experience in health care reimbursement, business office operations, contracting and compliance implementation. Additionally, her experience includes eight years as a Director of a Physician Medical Management billing service and most recently completed an integrated business office between a hospital and a large physician clinic. She has been an entrepreneur in hospital and physician practice accounts receivable management and a leader in redesigning numerous organizations. Her work includes providing insight and guidance as a compliance, HIPAA and APC educator to department heads as well as Business operation’s staff. Charge Master, Charge Capture and Lost Revenue are part of her fun project list and yes, RAC!


12:15 - 1:30 pm: Lunch in the Exhibit Area


1:30 - 2:45 pm: General Session
Case Study Workshop: Physician Integration...
Aligning Interests, Coordinating Quality, and Lowering Costs

Course G07 | CPE: 1.5 | Level: Basic | Prerequisites: None

Learning Objectives: After this session, you will be able to: Identify potential infrastructure and cultural changes required to achieve true integration; Define processes and opportunities to promote evidencebased medicine, quality and cost improvements and coordinated care; Assess the range of options to link incentives and activities with those of physicians and other care providers.

Field of Study: Specialized Knowledge and Application

An executive perspective on a case study designed to examine opportunities and challenges for dramatically transforming your organization in the areas of physician integration, organization leadership, evidenced-based medicine and clinical process maps. The speaker will share his experiences and thoughts for improving the care process, engaging physicians and other care providers and increasing accountability. Attendees will be provided with the opportunity to share expertise and experiences to work through a real-world scenario and develop potential solutions.

altKevin F. Brennan, CPA, FHFMA - Executive Vice President for Finance and CFO, Geisinger Health System, and Treasurer of the Foundation. | As Chief Financial Officer, he is responsible for System financial operations, mergers and acquisitions, strategy, reporting, and policy. Mr. Brennan directs key financial functions including: treasury management, revenue cycle, financial reporting, budgeting, third party contracting, compliance, payroll, accounts payable, tax, and decision support. From 1997 through 2000, he also served as the Chief Financial Officer of the Penn State Geisinger Health System with similar functions and responsibilities.


2:45 - 3:15 pm: Refreshments in the Exhibit Area


3:15 - 4:30 pm: Revenue Cycle Track
Splitting the Reimbursement Pie - ACE Case Study and Incentive
Course A02 | CPE: 1.5 | Level:
Intermediate | Prerequisites: General knowledge of healthcare payment processes

Learning Objectives: After this session, you will be able to: Identify bundled payment system benefits and risks for physicians, patients, and the organization; Identify potential opportunities for developing and expanding the care provided to patients through quality improvement in clinical pathways, improved coordination of care among specialists, and “gain sharing;” Discuss the opportunities and challenges presented by ACOs (Accountable Care Organizations); Identify the steps needed for enhancing coordination and consistency by applying best practices.

Field of Studay: Specialized Knowledge and Application

The ACE Demonstration project is attempting to devise and test new methods of paying providers that will “encourage improvements in both the efficiency and quality of care provided to Medicare beneficiaries.” This will be accomplished by bundling all related services into an “episode of care” and paying a single, global payment that can be used by the providers, with an ultimate goal of aligning hospitals’ and physicians’ incentives to work together in order to provide coordinated, cost-effective care. This session will provide feedback from current program participants, who will report on experiences with savings, resource allocation and quality improvements.

altDebbie L. Welle-Powell, Vice President, Payer Strategies, Exempla Healthcare | In her current role, Debbie Welle-Powell is responsible for one billion dollars in contract negotiations and public affairs for three hospitals, behavioral health center and a large multi-specialty group practice. She works on developing strategic partnerships and relationships with state and congressional legislators, national and local leaders, policy makers, chambers and employer groups. In 2006, she led the effort that created the Colorado Hospital Report Card requiring providers to report clinical quality outcomes. Debbie has more than 20 years experience in managing physician practices, payer contract negotiations, risk contracting, managing IPA and PPO networks and working with physician to create a variety of network models. She teaches courses on health policy and financing at both Regis University and Denver University. She is often asked to speak at the national and local level on health policy, managed care and provider related topics, and has authored many articles for national journals on similar topics.


3:15 - 4:30 pm: Leadership Track
Persuasion Skills - Getting the Results You Want!
Course D03 | CPE: 1.5 | Level: Basic | Prerequisites: None

Learning Objectives: After this session the participant will be able to conduct better presentations and improve communications with other personnel.

Field of Study: Personal Development

Learn proven techniques to enhance your ability to influence others. Refine your persuasion and influence skills and build relationships that will help you and your organization attain long-term goals.

•Establish openness and collaboration among staff, physicians, board members and other key constituencies.
•Understand your leadership style to communicate more effectively with individuals and groups that have different perspectives than you.

You'll also learn:
•Specific communication techniques to enhance your presentation and conversation skills.
•How to build relationships that will help attain your organization’s long-term goals

altJamie L. Haeuser - Senior Vice President of Operations, Woman's Hospital - Baton Rouge, Louisiana | Jamie Haeuser has more than 20 years of experience in hospital operations, marketing, strategic planning, public relations and development. She is a writer and a speaker on healthcare topics and is a member of the adjunct faculty of the Tulane University School of Public Health and Tropical Medicine.


3:15 - 4:30 pm: Accounting/Finance Track
Reducing Clinical Costs and Creating Real Savings
Course B03 | CPE: 1.5 | Level: Intermediate | Prerequisites: Working knowledge of clinical cost structures.

Learning Objectives: After this session, you will be able to: Contrast your current cost reduction plans with those of other industry leaders; Compare your organizational performance and processes to other hospitals; Determine departmental areas to focus on for additional savings within your organization.

Field of Study: Specialized Knowledge and Application

Hospitals today face increasing pressure to improve clinical quality and comply with government mandates, while at the same time are working to reduce treatment costs. This session will present the strategies and lessons learned from low-cost, high-value providers and clinicians who have achieved specific cost savings at their
organizations.

altMelinda S. Hancock, CPA, FHFMA - Vice President of Strategic Finance, Bon Secours Richmond Health System - Richmond, Virginia | Under Melinda Hancock’s leadership, Bon Secours Richmond has been able to maximize reimbursement and cost saving opportunities, resulting in a system-wide savings of $1.2 million. Her efforts to improve compensation at one particular hospital yielded an increase of $1.7 million in patient payments. She also created a knowledge-sharing network, used by all local systems within the Bon Secours Health System national network, to deal with reimbursement regulations. Ms. Hancock began her career at two of the Big Four accounting firms: Deloitte & Touche and Ernst & Young. Prior to joining Bon Secours Richmond in 2004, she spent four years at Culpeper Regional Hospital, in Culpeper, Virginia, as Controller of the hospital and Executive Director of the Foundation.


3:30 - 4:15 pm: Certification Track
HFMA Specialty Course - Managed Care
Course C02 | CPE: 1.5 | Level:
Intermediate | Prerequisites: Working knowledge of healthcare financial management and general management practices.

Learning Objectives: After this session attendees will be able to improve their ability to pass examinations for HFMA Certification.

Field of Study: Specialized Knowledge and Application

altJohn Montaine, MBA, FHFMA - NHPN - 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.


4:30 - 4:45 pm: Refreshments in Exhibit Area

4:45 - 6:00 pm: Concurrent Tracks


4:45 - 6:00 pm: Revenue Cycle Track
A For-Profit vs Non-Profit Conversation on Healthcare: How to Go From $17 million to $438 million in Three Years
Course A03 | CPE: 1.5 | Level: Advanced | Prerequisites: An understanding of healthcare issues including Administrative Burden, Tort Reform, Non-Profit vs. For-Profit

Field of Study: Specialized Knowledge and Application

Andrew Devoe shares fact-based as well as personal insights on for-profit vs. non-profit, healthcare reform and other lightening-rod topics from a revenue cycle perspective.

altAndrew Devoe - Founder/Consultant, Exceptional Healthcare Resources - Ardmore, Pennsylvania | Andrew DeVoe brings more than 20 years of healthcare financial and operational experience in rural and urban, investor-owned and not-for-profit hospital providers across the country. Taking on roles at major health systems across the country with operating budgets totaling billions of revenue, DeVoe is an industry-recognized specialist who helps hospitals and healthcare organizations maximize key areas of their financial processes. Focusing on the fiscal side, DeVoe is an expert in the full range of the revenue cycle - and certainly in recovering the last, toughest percentage of dollars owed to a healthcare organization. Operationally, he has guided healthcare organizations through critical initiatives - from maximizing productivity to acquisitions and divestitures to developing and recruiting top-rated physicians to create service lines. Most recently, DeVoe served as president and chief executive officer of Apollo Health Street, a national leader in healthcare revenue cycle management outsourcing. Prior to joining Apollo, he served as SVP and chief financial officer of the University of Pennsylvania Health System in Philadelphia, Penn. DeVoe also spent time as CEO, COO and CFO at Health Management Associates, Hospital Corporation of America and Tenet Healthcare.


4:45 - 6:00 pm: Leadership Track
Moving Up to CEO
Course D04 | CPE: 1.5 | Level: Advanced | Prerequisites: Previous or current experience as a hospital CFO, Controller or VP Finance

Learning Objectives: After this session the participant will be able to assess his/her ability to become a CEO and evaluate steps to that position.

Field of Study: Personal Development

You will learn: The factors favoring CFO movement to CEO; CEO Competencies - Do you have them?; A game plan for moving up to CEO; and How to ACE the CEO interview.

Executives attending this session will receive an understanding of what is necessary to be selected as a CEO candidate. Attendees will receive an overview of the CEO market, an analysis of the pros and cons of being a CEO candidate, a guide to the interview process, and a guide to the behavior competences of CEO's.

altNelson Mann - Senior Vice President, Tyler & Company - Austin, Texas | Nelson Mann, Senior Vice President and Managing Partner of the Tyler & Company office in Austin, Texas has over 20 years of executive healthcare recruiting experience. He’s conducted dozens of hospital CEO searches across the country and has worked with several CFO’s who have successfully made the transition from CFO to CEO. His clients include for profit, not for profit, and faith based organizations and he helped Tyler & Company earn the exclusive endorsed search firm designation for the hospital associations in Texas and Oklahoma. He also heads up the firm’s diversity initiative and is a regular panelist for the Texas Hospital Association.


4:45 - 6:00 pm: Accounting/Finance Track
Managing the Supply Chain and Cutting Costs
Course B04 | CPE: 1.5 | Level: Intermediate | Prerequisites: Working knowledge of supply chain issues and strategies.

Learning Objectives: After attending this session participants will be able to apply the presented techniques to reduce cost in their organization.

Field of Study: Specialized Knowledge and Application

altErrol Mitchell - Vice President and CFO, INTEGRIS Baptist Health System - Oklahoma City, Oklahoma |Errol Mitchell has responsibilities for the Oklahoma City operations, which included four hospitals totaling 1,094 beds and a cancer institute. Mr. Mitchell has been with INTEGRIS Health for 15 years. He has served in a CFO role for thirty years and has had supply chain reporting to him for most of his career. His experience in overseeing the supply chain process started with a single hospital and currently is in a state wide multi-hospital system, so he has an understanding of the challenges the supply chain encounters in the different environments.

altGeorg Lunday - System Director of Supply Chain and Pharmacy Services, INTEGRIS Baptist Health System - Oklahoma City, Oklahoma |Georg Lunday has responsibilities for a state wide multi-hospital system, which includes eleven hospitals, home infusion, two mental health facilities, and a cancer institute. Mr. Lunday has been with INTEGRIS Health for 10 years. He has served in a Pharmacy Administration role for twenty five years and has had Supply Chain reporting to him for three years. His experience in overseeing & directing Pharmacy processes has enabled him to use similar tactics and tools to facilitate change and build partnerships with the system Supply Chain Team.


4:45 - 6:00 pm: Certification Track
HFMA Specialty Course - Accounting/Finance
Course C03 | CPE 1.5 | Level:
Intermediate | Prerequisites: Working knowledge of healthcare accounting and finance.

Learning Objectives: After this session, attendess will be able to improve their ability to pass examinations for HFMA certification.

Field of Study: Specialized Knowledge and Application

Chip Cantrell, CPA, CHFP - Cantrell CPA Services, LLC - Kaplan, LA | Chip received his CHFP Certification in 2007 after successfully completing the examination process a year earlier. Chip completed the Core exam along with the Accounting & Finance Specialty exam. Chip has taught the Core and Accounting & Finance training courses with the Louisiana Chapter of the HFMA for the last three years and currently serves as the Chairman of the Certification Committee with the Louisiana Chapter. Cantrell CPA Services, LLC provides a broad range of public accounting services including healthcare consulting for all types of healthcare organizations as well as Medicare and Medicaid cost reporting.


6:00 - 7:30 pm: Conference Reception | Exhibits Open


7:00 pm: Exhibits Close - Optional Breakdown for Exhibitors

. . .


Tuesday, November 16



7:30 - 9:00 am: Breakfast in the Ballroom Foyer


7:30 - 10:00 am: Exhibit Breakdown


8:00 - 9:15 am: General Session
Executive Perspective on EHR Challenges
Course G08 | CPE: 1.5 | Level: Intermediate | Prerequisites: Basic understanding of EHR issues and strategies.

Learning Objectives: After this session the participant will be able to assist the organization with implementing Electronic Health Records and avoiding pitfalls in implementation from the executive point of view.

Field of Study: Specialized Knowledge and Application

altDavid Muntz - Senior Vice President and Chief Information Officer, Baylor Health Care System - Dallas, Texas |As CIO, David Muntz works with hospitals, leadership, boards, physicians, nurses and clinicians system-wide towards improving information technology at Baylor. He has more than 30 years of health care information technology experience, including serving as the senior vice president and CIO at Texas Health Resources (THR). Prior to joining THR, he had a distinguished career with the Wadley Research Institute and Blood Bank, starting as a biostatistician and eventually becoming CEO of the Institute.


9:15 - 10:30 am: General Session
CIO Panel Discussion
Course G09 | CPE: 1.5 | Level: Basic | Prerequisites: None

Learning Objectives: After this session the participant will be able to provide input on organization decisions relative to information systems.

Field of Study: Specialized Knowledge and Application

altEdwina S. Mallery, RHIA - Assistant Vice President for Information Systems, Lafayette General Hospital - Lafayette, Louisiana | Edwina Mallery’s 30 years of healthcare experience includes her role as manager for 15 years in the Health Information Management department at LGMC, prior to joining the Information System department. She is the Assistant Vice President of the Information Systems department. IS oversees all information management planning, basic technology and product research, vendor relations and contracting, internal software development, system implementation, staff education, and host network operations at LGMC. Edwina has been instrumental in the implementation of their EMR, Financial ERP solution, radiology and cardiology PACS, medication storage units, and supply station barcode project.

altStephanie Mills, M.D. - Vice President of Quality and Healthcare Innovation Center, Franciscan Missionaries of Our Lady Health System - Baton Rouge, Louisiana | Recently appointed as the Vice President, Quality and Healthcare Innovation Center, Dr. Mills previously performed the duties of Chief Information Officer. She serves as a physician leader, liaison, and collaborator to engage care providers in the development, implementation, adoption and use of information systems as a means to foster quality improvement initiatives. Her role involves facilitation of clinician, IT, administrative leaders and advisory groups in the design, implementation and enhancement of clinical and business systems to support excellence in patient care and operational performance for the five hospitals of FMOLHS.

altDavid Muntz - Senior Vice President and Chief Information Officer, Baylor Health Care System - Dallas, Texas | As CIO, David Muntz works with hospitals, leadership, boards, physicians, nurses and clinicians system-wide towards improving information technology at Baylor. He has more than 30 years of health care information technology experience, including serving as the senior vice president and CIO at Texas Health Resources (THR). Prior to joining THR, he had a distinguished career with the Wadley Research Institute and Blood Bank, starting as a biostatistician and eventually becoming CEO of the Institute.


10:30 - 10:45 am: Refreshment Break


10:45 am - 12:00 pm: General Session
Fraud and Embezzlement: Lessons From the Trenches
Course G10 | CPE: 1.5 | Level: Basic | Prerequisites: None

Learning Objectives: After this session participants will learn: The key red flags associated with embezzlement and fraud; Methods used to embezzle from and defraud healthcare organizations; Tips to protect their organizations from embezzlement and fraud; What to do if fraud is suspected.

Field of Study: Auditing

Fraud can wreak havoc on organization financial performance and undermine business objectives. No business is immune from the risks associated with fraud, and education is the key to prevention. Health care organizations have some unique and rampant risks for fraud and embezzlement. Angela Morelock, a partner with BKD, LLP will share her insights into the world of internal embezzlement based on her experience investigating white-collar crime. With stories from the trenches and often overlooked prevention tips, you will be simultaneously educated and entertained during this fast-paced program designed for those with or without an accounting background. Anyone involved in business – managers, owners, board members, controllers and outside auditors – will benefit from this enlightening presentation, which discusses the symptoms management should watch for with a focus on how organizations can better protect themselves.

altAngela Morelock, CPA, CFE, ABV - Partner, BKD, LLP - Springfield, Ohio | Angela has 14 years of experience and is the assistant director of BKD’s firmwide Forensics and Dispute Consulting division. She provides fraud investigation and prevention, complex litigation support and forensic accounting services for a variety of business clients. Angela regularly provides consulting and expert witness assistance to attorneys in a variety of litigation matters. As a certified fraud examiner (CFE), Angela is responsible for resolving a wide range of allegations of fraud and white-collar crime. She has the expertise to obtain evidence, take statements and write reports, testify to findings and assist in all aspects of helping to detect and prevent white-collar crime. Angela also helps clients determine the amount of fraud losses, file fidelity bond claims and provide expert witness testimony in criminal and civil proceeding involving allegations of fraud. She then develops methods to help protect victim businesses from future fraudulent activity. She is accredited as a certified forensic accountant by the American College of Forensic Examiners. This designation is awarded only to professionals who demonstrate sufficient multi-disciplinary knowledge and experience related to litigation services, fraud examination and business valuation.


2010 Conference Agenda/Information

 HFMA Region 9
2010 Sponsors / Exhibitors

as of July 9, 2010
all exhibit spaces are sold.


Conference Partners

Professional Finance Company

XAM Business Services


Conference Benefactors

BKD, LLP

Gustafson + Associates

Horne LLP

NTC Texas

Passport Health Communications

Vaughan Holland Consulting


 Conference Donors

Cardon Healthcare Network

CBCS

CBE Group

Concuity

CSI Financial Services

DaVincian Technologies

Emdeon

Franklin Collection Service

Harris & Harris

HCA
National Patient Account Services

High Cotton

Healthcare Insights

HRS Erase

Ingenix

McBee Associates

Mediquant, Inc.

Nearterm Corporation

Trace / The White Stone Group

TransUnion

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