Conference Agenda
►Conference Brochure (.pdf)
CPE 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.
Arkansas Chapter HFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Instruction Method for all conference sessions is Group Live.
Courses | Click on a Course Name for Detailed Information
►Louisiana DHH Medicaid Update
►Revenue Cycle - RAC Updates: Hospitals/Physicians
►Accounting/Finance - Accounting/Audit Update Part I
►Leadership - Measuring Results That Matter in Recruitment
►Revenue Cycle - Strategies for HIM and Non-HIM Impacts of ICD-10
►Accounting/Finance - Accounting/Audit Update Part II
►Leadership - The Twelve Labors: A Workshop on Problem-Solving
►HFMA Healthcare Reform Update
►An Industry In Transition: U.S. Healthcare Economics
►Accountable Care Organizations
►Our Healthcare Crisis: An In-Depth Look
►Revenue Cycle - RAC Updates: Hospitals and Physicians
►Leadership - Bridging the Competencies of Your Current Staff to Your Future Organizational Needs
►Executive - Capital Markets Update
►Revenue Cycle - Strategies for the HIM and Non-HIM Impacts of ICD-10
►Leadership - Strategies for Cultivating Tomorrow's Talent Today
►Executive - Step Up to the Next Level
►Operational Improvement Using Lean Six Sigma
►Fraud and Embezzlement: Schemes & Scams in an Economic Downturn
►The Rise and Fall of HealthSouth
8:30 am: Early Registration
9:00 - 10:15 am: Early-Bird Session
Louisiana DHH Medicaid Update
Course 1101 | CPE: 1.5 | Level: Overview | Prerequisites: None
Louisiana Medicaid expansion due to PPACA, budget funding mechanisms (use of DSH and UPL), future of Medicaid programs in Louisiana with Coordinated Care Networks.
Learning Objectives: After this session you will have an overview of the impact of federal healthcare refom to the State of Louisiana, Medicaid and various funding mechanisms, and the future of Medicaid Programs once Coordinated Care Networks are in place.
Field of Study: Specialized Knowledge and Application
Jerry Phillips - Undersecretary, Louisiana Department of Health and Hospitals | As Undersecretary, Jerry Phillips administers and directs the Office of Management and Finance and manages the Department's $8 billion budget. He also oversees the Medicaid program and the administrative divisions with departmental responsibilities for budget preparation, financial forecasting, purchasing, personnel, training, contracting, program evaluation, quality assurance, payment management, accounting, data processing, and strategic and operational planning. Previously, Mr. Phillips held several key management positions within the Department, including Deputy General Counsel, Medicaid Deputy Director and Medicaid Director. Mr. Phillips is a retired colonel of the United States Marine Corps. Reserve (1972-2001) and a Desert Storm veteran. He earned his B.A. from the University of Southern Mississippi, an MBA from Chapman College, and a J.D. from the University of Mississippi.
10:15 - 11:30 am: Accounting/Finance Track
EHR Incentive Payments: The Meaningful Use Process including Financial Reporting
Course 1102 | CPE: 1.5 | Level: Basic | Prerequisites: None
This course is designed to provide an overview of the process and accounting implications related to the Electronic Health Record (EHR) incentive payments. Session attendees will receive an overview of the process used to calculate and obtain EHR incentive payments as well as an understanding of how to properly account for the incentive payments in their financial statements.
Learning Objectives: After the session, the attendees will be able to (1) determine if they have complied with meaningful use certification requirements; (2) calculate the amount of incentive payments they are to receive and; (3) properly account for the incentive payments in their financial statements.
Field of Study: Accounting
James W. Cagle, CPA - Partner, Horne, LLP | James serves as a partner in health care services in HORNE’s Nashville, Tennessee office. His 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.
10:15 - 11:30 am: Leadership Track
The Art of Communicating with Physicians for Financial Executives
Course 1103 | CPE: 1.5 | Level: Intermediate, Overview | Prerequisites: None
Session participants will learn the key drivers for successful communication with physicians on strategic and operational objectives. The presenter will share how primary care physicians practice today and why it colors their views of accountable care and payment reforms.
Learning Objectives: Session participants will (1) learn the key drivers for successful communication with physicians on strategic and operational initiatives; (2) gain an understanding of how physicians view accountable care and payment reforms; and (3) learn methods for collaborating with physicians for implementation of clinical and financial initiatives
Field of Study: Specialized Knowledge and Application
Steve Sanders, D.O., MBA, CPE, FACOI, FACPE - Internal Medicine Physician, Warren Clinic | Dr. Steve Sanders is a board certified internal medicine physician with extensive experience in clinic, HMO, and health system administration. While Medical Director for Oklahoma’s largest HMO, PacifiCare, he participated in development of regional clinical protocols, national pharmacy and therapeutics committee, and national technology assessment committee. Dr. Sanders led Blessing Hospital (Illinois) as Chief Medical Officer in development of a balanced scorecard, savings of nearly $1 million from improved case management and over $8 million improvement in the bottom line from various clinical transformation initiatives. He applied his leadership skills to his role as Chief Medical Officer of Carondelet Health (Kansas City), a member of the Ascension Health system, where he and his team achieved recognition for successful quality outcomes from the New York Times, Modern Healthcare, CMS HQI Core Measures and CMS payfor-performance demonstration project. While at Carondelet, he was also responsible for the Clinical Effectiveness Program teams, 12 part-time medical directors, clinical department administration, and three long term care facilities. Currently he is a practicing physician with Saint Francis Health System (Oklahoma) where he has held various leadership roles including implementation of EMR and NCQA Level 2 Certified Patient Centered Medical Home. He maintains active licenses in Missouri, Oklahoma, and Texas and has been published in a variety of journals and web media.
10:15 - 11:30 am (Part A) and 1:00 -3:30 pm (Part B)
HFMA Certification Course
Course 1104 | CPE: 4.5 | Level: Basic | Prerequisites: None
The Certified Healthcare Financial Professional (“CHFP”) exam has changed in 2011. This coaching course will review the new exam, exam content, and provide some useful tips to prepare to pass the exam and get certified. The new CHFP exam has proven a challenging task to certification candidates this year. This workshop will present information on the new examination to assist candidates in successfully meeting this certification requirement. Content areas for the exam, suggested study strategies and materials, and test-taking strategies will be reviewed.
Learning Objectives: After this session you will be better able to prepare for the HFMA certification test.
Field of Study: Specialized Knowledge and Application
Steven 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.
Brenda Cox | Brenda Cox, FHFMA, CPC – Pathology Resource Consultants is practice manager for hospital based pathology groups located in Texas. In her role, she is responsible for group practice administrative duties such as contract management, compliance and coding, billing and revenue cycle management. Prior to joining PRC, Brenda served in various roles with managed care companies, state agency program enforcement and direct hospital laboratory care.
Brenda achieved Fellowship status with HFMA in 2008 and is currently serving on HFMA’s National Advisory Council and recent past president of the South Texas HFMA chapter.
12:00 - 7:00 pm: Conference Registration
1:00 - 6:00 pm: Exhibitor Setup
1:00 - 2:15 pm: Revenue Cycle Track
RAC Updates: Hospitals/Physicians
Note: This Session repeated on Monday at 3:15 pm
Course 1105 | CPE: 1.5 | Level: Intermediate | Prerequistes: Basic Understanding of RAC
This dynamic class will present the many issues impacting hospital and physician providers thru the MAC and RAC audits. Up to date findings, real stories from message from providers, while identifying better practice ideas to reduce vulnerabilities will be the highlights of the presentation.
Learning Objectives: After this sessin you will learn (1) hot audit areas of focus across the country that can be used for internal assessment and (2) better practice ideas to reduce vulnerability and create an enhanced focus of accountability for documentation and charge capture.
Field of Study: Specialized Knowledge and Application
Target Audience: PFS, IR, HIM, RAC Coordinators; Revenue Cycle professionals, CFOs.
Day 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
Accounting & Audit Update (Part I)
Course 1106 | CPE: 1.5 | Level: Intermediate | Prerequisites: Basic knowledge of healthcare financial accounting
This course will cover current issues in accounting and auditing applicable to the health care industry. Subjects include new standards and industry developments.
Learning Objectives: After the session, the attendees will be able to (1) examine new developments in the industry and the profession; (2) understand and apply recently issued accounting standards; (3) facilitate planning for the impact of new standards on a health care entities financial statements, including the effort required by the financial team to comply; (4) understand forthcoming changes to the AICPA Audit & Accounting Guide for Health Care Entities; and (5) anticipate forthcoming standards in accounting, auditing, compilation and review services.
Field of Study: Accounting
Target Audience: Accounting and finance managers, compliance officers, CFO's, CEO's, controllers, and other finanical executives.
Tom Watson, CPA - Asst. Managing Partner, Dallas Office, BKD, LLP | Tom is the assistant managing partner of BKD’s Dallas/Waco office, and also serves as the regional industry leader for health care for the firm’s South Region. He manages the audits of numerous health care providers, from rural community providers, to urban hospital systems. He also provides reimbursement advisory services, litigation support, cost report preparation and analysis and feasibility study services. He has 19 years of experience in providing services to health care systems, hospitals and other health care entities.
Bryan B. Bodnar, CPA - Partner, Accounting & Auditing Director, Houston Office, BKD, LLP | Bryan is the accounting & auditing director for BKD’s Houston office. In this position, he is responsible for the concurring review of many audits, attestation, compilation and review engagements. Prior to joining the Houston office in 2009, Bryan spent four years in BKD’s National Office as national accounting & auditing assistant director. In that role, Bryan provided technical support to BKD auditors, implemented quality control policies and procedures for new professional standards, reviewed assurance engagements, assisted with professional education and managed the internal office inspection process. Bryan joined the National Office in 2005 after working for seven years as a member of BKD National Health Care Group in Tulsa, where he provided audit, accounting and financial consulting services for clientele. He is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants and Healthcare Financial Management Association (HFMA). He served as treasurer and on the board of directors for the Oklahoma chapter of HFMA.
1:00 - 2:15 pm: Leadership Track
Measuring Results That Matter in Recruitment
Course 1107 | CPE: 1.5 | Level: Intermediate | Prerequisites: Basic knowledge of recruitment and hiring processes.
Healthcare organizations today are under tremendous and growing financial pressure. Reimbursement is flat or shrinking, so maintaining the revenue stream is harder than ever. Furthermore, auditors are being used in hospitals to recover overpayments and the government is looking at ways to impose penalties. This additional revenue pressure, after many of these organizations have already made great strides in lowering costs without sacrificing quality, heaps an enormous burden onto hospitals. Labor costs account for more than 60 percent of total healthcare expenses, so it is the most obvious place to focus your efforts. Unfortunately, it's also one of the most challenging areas to tackle. In this presentation we'll talk though where to target your efforts (proactive staffing, reviewing overtime policies, shifting fixed to variable expenses), and how your healthcare organization can effectively calculate, measure and track critical metrics including: Cost-per-hire; Time-to-fill; Turn-over; and Hiring manager investment and satisfaction.
Learning Objectives: Session participants will: Be able to identify and track key healthcare recruitment metrics; Understand how to calculate the bottom line impact of those recruitment metrics and build a business case to your financial department; Be familiar with variables impacting recruitment costs and be able to identify a variety of effective tactics for driving cost savings.
Target Audience: Healthcare leaders, including CFOs, who want to learn best practice metrics in healthcare recruitment
Jill Schwieters - President, Pinstripe Health care and Executive Vice President, Pinstripe, Inc. | Since joining Pinstripe in 2006, Jill Schwieters has built the company's healthcare practice; hand-picking the team, deftning and developing the scope of services, setting the direction, and growing the division. In her ongoing role, she leads the group, oversees the strategy for continual growth, and maintains and builds relationships throughout the industry. A well respected thought leader and recognized expert in the industry, Jill speaks regularly at major industry conferences, including ACHE, ASHHRA, HFMA, on such topical issues as recruitment and retention, engagement, human resources trends, leadership development, and healthcare talent management. She is an active member of ACHE, ASHHRA, HFMA, SHRM and the Women Business Leaders of the U.S. Health Care Industry Foundation.
Mike Soisson - Practice Leader, Pinstripe Healthcare | Mike leverages his chief executive experience in provider-side care to deliver best practices, accelerate growth, develop relationships with healthcare leaders, and educate decision makers about the benefits of Pinstripe's innovative talent management services. Mike was initially introduced to Pinstripe as a client. As CEO of Good Shepherd Penn Partners, a joint venture between the University of Pennsylvania Health System and Good Shepherd Rehabilitation Network, Mike worked direcdy with Pinstripe Health care. In this capacity Mike learned fisthand about the value of Pinstripe's approach, the quality of their results, and the dedication of their recruiting teams. It was through this exposure that Mike became attracted to the company's dynamic leadership and innovative culture. Having spent much of his career in "start up" ventures in healthcare, Mike could not resist the opportunity to help grow the healthcare division of this fast growing, five-year-old, entrepreneurial company. Mike has accumulated vast experience and insight into healthcare organizations and the staff that makes them successful. Prior to serving as CEO for Good Shepherd Penn Partners, he served as CEO of three hospitals within the Select Specialty Hospitals group, and ran the start-up for two of their additional facilities. Additionally, he was the system vice president of Conemaugh Health System and the CEO of a HealthSouth Rehabilitation Hospital.
2:15-3:30 pm: Revenue Cycle Track
Strategies for the HIM and Non-HIM Impacts of ICD-10
Note: This session repeated on Monday at 4:45 pm
Course 1108 | CPE: 1.5 | Level: Basic | Prerequistes: None
The revenue cycle impacts of ICD-10 are significant for HIM and non-HIM departments. This fast paced class will walk thru numerous areas of impact: from the IT systems, to current documentation patterns, to payer edits and remittances, to readiness and risk assessment roll out plans.
Learning Objectives: Attendees will learn (1)key focus areas for the Business Office/PFS as it relates to claim submission, scrubbing edits, IT systems, testing (think y2K) and new potential denials and (2) key focus areas for the HIM area as it relates to moving coders back to interact directly with physicians to reduce queries, risk assessments as to the current documentation systems and practice to understand new concepts. Cash flow impacts will be discussed with a SWAT team approach presented.
Field of Study: Specialized Knowledge and Application
Target Audience: Business office mgrs, CFOs, IT leadership, HIM leadership, Revenue Cycle leadership
Day 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!
2:15- 3:30 pm: Accounting/FinanceTrack
Auditing & Audit Update (Part II)
Course 1109 | CPE: 1.5 | Level: Intermediate | Prerequisites: Basic knowledge of healthcare financial accounting
This course will cover current issues in accounting and auditing applicable to the health care industry. Subjects include new standards and industry developments.
Learning Objectives: After the session, the attendees will be able to (1) examine new developments in the industry and the profession; (2) understand and apply recently issued accounting standards; (3) facilitate planning for the impact of new standards on a health care entities financial statements, including the effort required by the financial team to comply; (4) understand forthcoming changes to the AICPA Audit & Accounting Guide for Health Care Entities; and (5) anticipate forthcoming standards in accounting, auditing, compilation and review services.
Field of Study: Accounting
Target Audience: Accounting and finance managers, compliance officers, CFO's, CEO's, controllers, and other finanical executives.
Tom Watson, CPA - Asst. Managing Partner, Dallas Office, BKD, LLP | Tom is the assistant managing partner of BKD’s Dallas/Waco office, and also serves as the regional industry leader for health care for the firm’s South Region. He manages the audits of numerous health care providers, from rural community providers, to urban hospital systems. He also provides reimbursement advisory services, litigation support, cost report preparation and analysis and feasibility study services. He has 19 years of experience in providing services to health care systems, hospitals and other health care entities.Bryan B. Bodnar, CPA - Partner, Accounting & Auditing Director, Houston Office, BKD, LLP | Bryan is the accounting & auditing director for BKD’s Houston office. In this position, he is responsible for the concurring review of many audits, attestation, compilation and review engagements. Prior to joining the Houston office in 2009, Bryan spent four years in BKD’s National Office as national accounting & auditing assistant director. In that role, Bryan provided technical support to BKD auditors, implemented quality control policies and procedures for new professional standards, reviewed assurance engagements, assisted with professional education and managed the internal office inspection process. Bryan joined the National Office in 2005 after working for seven years as a member of BKD National Health Care Group in Tulsa, where he provided audit, accounting and financial consulting services for clientele. He is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants and Healthcare Financial Management Association (HFMA). He served as treasurer and on the board of directors for the Oklahoma chapter of HFMA.
2:15 - 3:30 pm: Leadership Track
The Twelve Labors: A Workshop on Problem-Solving
Course 1110 | CPE: 1.5 | Level: Intermediate | Prerequisites: An understanding of basic business problem-solving processes.
The Twelve Labors is a problem solving presentation that opens with a recap of Hercule's twelve labors, then applies his tactics and lessons to management. After that we break into problem solving group, then reconvene for discussion.
Learning Objectives: After this session, attendees will learn a different approach to analyzing and solving seemingly overwhelming problems.
Field of Study: Personal Development
Target Audience: Managers of all levels from Supervisor to CEO
Jim Grigsby, CPAM, CDIA - President and CEO, Grigsby Consulting - Sebastian, Florida | An Economics and Mathematics major at Western Michigan University, Jim is president of Jim Grigsby Consulting, a revenue cycle and management consulting firm. A former PFS Director; Jim is Communications Chair for Florida HFMA, and past editor of the Yerger Award winning Sunspots, the Florida Chapter newsletter, as well as a past AAHAM national officer. Grigsby is also a published author; his first books Don’t Tick Off The Gators! Managing Problems Before Problems Manage You was published in 2006. His second book, Are You Surrounded By Jerks? is available as an eBook through Amazon.com. He is currently writing a sequel to Are You Surrounded By Jerks? and completing a compilation of short stories.
3:30 - 3:50 pm: Refreshments Available
3:50 - 5:30 pm: General Session
U.S. Healthcare: A Healthcare Reform Update
Course 1111 | CPE: 2.0 | Level: Basic | Prerequisites: None
In light of the ongoing legal, political, and funding battles over the Affordable Care Act, how should providers be preparing for reform law implementation? Dr. Clarke will assess the volatile environment surrounding reform in the context of strategies that will help put the healthcare industry—and your organization—on a sustainable course.
Learning Objectives: After this session you will have knowledge of how to prepare for implementation of healthcare reform legislations and learn key strategies and organizational capabilities needed for success in the new era of health care.
Field of Study: Specialized Knowledge and Application
Richard 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
Reception Sponsors:
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
An Industry in Transition: U.S. Healthcare Economics
Course 1112| CPE: 1.5 | Level: Basic | Prerequisties: None
The United States consumes more healthcare than any other country in the world while individuals, governments and employers struggle to pay the bill. The U.S. recession has exacerbated the problem for providers and payers alike. As we commemorate the recent one year anniversary of the passage of historic healthcare reform legislation, many believe that the healthcare financing system remains unsustainable. The November 2nd elections and changes in Congress further blur the future of healthcare in America. This presentation will focus on understanding the current state of U.S. healthcare economics and the implications of the inevitable changes that will be required over the coming years as healthcare providers shift from “revenue growth” to “cost reduction” based strategies. This presentation captures the constant state of flux of U.S. healthcare and provides insights as to how to survive and/or prosper in the changing world of healthcare in America, with a specific focus on the importance of understanding and adapting value initiatives that incorporate quality and cost as critical success factors.
Learning Objectives: After this session you will better understand how to survive in the changeing world of healthcare and the importance of value initiatives incorporating quality and cost as critical success factors.
Field of Study: Specialized Knowledge and Application
Ralph Lawson, FHFMA, CPA - Executive Vice President and CFO, Baptist Health South Florida | Baptist Health owns six-hospitals and 21 satellite outpatient centers and is the largest private employer in Miami-Dade County. Baptist operates in three counties, with over 14,000 employees, and has been recognized as one of the 100 Best Employers in America for the last eight years by Fortune Magazine. Prior to joining Baptist Health, Mr. Lawson spent 17 years at Deloitte, the last eight years of which were as a partner responsible for the Florida healthcare practice. Mr. Lawson earned a Bachelor of Science Degree from the University of Colorado and a Master’s Degree of Business Administration from The Wharton School of Finance, University of Pennsylvania. Mr. Lawson also serves as Chairman of the Board of Catholic Health Services which employs 2,200 individuals providing healthcare services primarily to the elderly of South Florida. He is the National Secretary/Treasurer of the Healthcare Financial Management Association (HFMA) which has over 35,000 members. He is the HFMA National Chair-elect effective June 1, 2011 and the National Chair effective June 1, 2012. Mr. Lawson is also a member of the Florida Institute of CPAs and was a former Chairman of the FICPA Healthcare Committee.
9:15 - 9:45 am: Refreshment Break | Exhibits Open
9:45 - 11:00 am: General Session
Accountable Care Organizations
Course 1113 | CPE: 1.5 | Level: Basic | Prerequisites: None
Participants in this session will learn lessons from Norton Healthcare's involvement as one of five Brookings-Dartmouth commercial ACO pilot sites. The presentation will include discussion of organizational background and ACO readiness, current ACO structure, early challenges/results, financial implications of operational change and risk sharing, and lessons learned for expansion to other payors.
Learning Objectives: Participants will learn about the practical application and implementation of ACOs.
Field of Study: Specialized Knowledge and Application
Kevin Muench - System Care Operations, Norton Healthcare | Mr. Muench provides enterprise-wide support to Patient Care Services and Clinical Effectiveness initiatives and works to strengthen Norton’s integrated continuum of care and foster cohesive transitions among internal and external stakeholders. He serves as a member of organization’s Accountable Care leadership team and is actively involved in development of commercial and government Accountable Care Organization models, including the Brookings-Dartmouth ACO pilot. Prior to joining Norton Healthcare in 2004, Mr. Muench completed a post-graduate Administrative Fellowship at Northwestern Memorial Hospital where he served as a member of the senior management team and was actively involved in operations management, planning, strategy, and governance. Mr. Muench holds a Masters of Health Administration from The Ohio State University and a B.S. in Health Services Administration from Auburn University.
11:00 am - 12:15 pm: General Session
Panel Discussion: Accountable Care Organizations
Course 1114 | CPE: 1.5 | Level: Basic to Intermediate | Prerequisites: None
ACOs need to be a flexible model that can adapt to unique markets; however, there are certain core competencies that all ACOs will need to develop in order to successfully achieve better care, better health, and lower costs for the population it serves. This panel will discuss various ACO implementation models in the private sector and how CMS’s proposed parameters will affect the success of these models moving forward. Different types of organizations – from physician-hospital organizations to academic medical centers to medical groups – will all require a unique ACO design approach, with potentially different legal and governance structures, provider roles, and internal incentive structures. By describing how they led their own ACO implementation experiences, the panelists will help highlight key advantages and constraints of different ACO models.
Learning Objectives: After this session you will understand the core competencies of building a strong primary care base, successfully reporting on and being held accountable for patient-centered criteria, developing structures to manage care and risk for a population of patients, aligning ACO initiatives across payers, and providing actionable information to providers.
Field of Study: Specialized Knowledge & application
Target Audience: CEO's, COO's, CFO's & other Healthcare Financial Managers
Richard 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.
Kevin Muench - System Care Operations, Norton Healthcare | Mr. Muench provides enterprise-wide support to Patient Care Services and Clinical Effectiveness initiatives and works to strengthen Norton’s integrated continuum of care and foster cohesive transitions among internal and external stakeholders. He serves as a member of organization’s Accountable Care leadership team and is actively involved in development of commercial and government Accountable Care Organization models, including the Brookings-Dartmouth ACO pilot. Prior to joining Norton Healthcare in 2004, Mr. Muench completed a post-graduate Administrative Fellowship at Northwestern Memorial Hospital where he served as a member of the senior management team and was actively involved in operations management, planning, strategy, and governance. Mr. Muench holds a Masters of Health Administration from The Ohio State University and a B.S. in Health Services Administration from Auburn University.
Nancy Brock - Chief Financial Officer, CHRISTUS Health - Gulf Coast |
Steve Rose - CFO, Conway Regional Medical Center - Conway, Arkansas |
12:15 - 1:30 pm: Lunch in the Exhibit Area
1:30 - 2:45 pm: General Session
Our Healthcare Crisis: An In-Depth Look
Course 1115 | CPE: 1.5 | Level: Basic | Prerequisites: None
Noted author and speaker, Professor Lawrence Van Horn, will take an in-depth look at the healthcare crisis facing our country and how healthcare organizations should position themselves today to succeed for the future. Dr. Van Horn will discuss demand side reform necessitating supply side changes. Other issues include consumerism, the current housing market, Medicare, Obama administration views on healthcare and more. This intimate forum will allow you to ask the questions and, more important, get the answers you need to set your organization up for financial success.
Learning Objectives: After this session you will have an overview of the healthcare crisis in America from the perspective of a noted economist in the field.
Field of Study: Specialized Knowledge and Application
R. Lawrence Van Horn, Ph.D., MPH, MBA - Associate Professor of Economics and Management and Exec. Dir. Of Health Affair, Owen Graduate School of Management and Director-Office of Sustainable Health Care Finance, Institute of Medicine & Public Health, School of Medicine VANDERBILT UNIVERSITY | Larry Van Horn is Associate Professor of Economics and Management and Executive Director of Health Affairs at Vanderbilt University's Owen Graduate School of Management, where he oversees the Health Care MBA and Master of Management in Health Care programs. He also directs an office in the Institute of Medicine and Public Health to support the Vanderbilt Medical Center’s initiatives around cost and financing. His research has appeared in leading academic and practitioner journals. In addition to his academic duties, Van Horn is a regular speaker on health care economics and policy for corporate clients across the country. He also writes the "Second Opinion" blog for Forbes.com, which offers a fresh take on the business of health care. Van Horn holds a Ph.D. from the University of Pennsylvania's Wharton School and enjoys spending time with his wife and four kids on their farm south of Nashville.
2:45 - 3:15 pm: Refreshments in the Exhibit Area
3:15 - 4:30 pm: Revenue Cycle Track
RAC Updates: Hospitals/Physicians
Course 1116 | CPE: 1.5 | Level: Basic | Prerequistes: None
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.
Day 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!
3:15 - 4:30 pm: Leadership Track
Bridging the Competencies of Your Current Staff To Your Future Organizational Needs
Course 1117 | CPE: 1.5 | Level: Basic | Prerequisites: None
This session is a more in depth look at a process and tools that can be used to map current competencies of staff to future competencies that will be required to compete successfully in a new age of healthcare, and then set a strategy and priorities for “filling the gap.”
Learning Objectives: After this session, the participant will be able to (1) formulate competencies required for the future, (2) identify gaps in current staff competencies, and (3) build a plan for preparing your department or organization with skills necessary to create a successful future.
Field of Study: Business Management & Organization
Ann Paul - Solaris Management, LLC | 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.
3:15 - 4:30 pm: Executive Track
Capital Markets Update
Course 1118 | CPE: 1.5 | Level: Intermediate to Advanced | Prerequisites: None
As operating and balance sheet challenges continue to mount in an environment with negative industry outlooks and uncertain healthcare reform implications, how are the capital markets reacting and what can you do to enhance your organization’s access to and cost of capital? This presentation will provide an objective review of current capital market trends and access issues, contemporary financing strategies, related implementation issues and implications for health care providers.
Learning Objectives: After this session you will (1) understand current capital market expectations from the perspectives of rating agencies, bond investors, credit/liquidity enhancers and direct lenders; (2) Identify key factors impacting access to and cost of capital, and strategies to protect or improve credit rating and capital access; and (3) receive an evaluation of contemporary financing options and an objective review of related risks, benefits, implementation issues and implications.
Field of Study: Specialized Knowledge & Application
Target Audience: Hospital CFOs, Finance Directors, Treasurers, Controllers, Capital markets industry participants
Andrew J. Majka - Partner & COO, Kaufman, Hall & Associates | Andy 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 multi-state healthcare systems, academic medical centers, stand-alone community providers, and large 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 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.
4:30 - 4:45 pm: Refreshments in Exhibit Area
4:45 - 6:00 pm: Concurrent Tracks
4:45 - 6:00 pm: Revenue Cycle Track
Strategies for the HIM and Non-HIM Impacts of ICD-10
Course 1119 | CPE: 1.5 | Level: Basic | Prerequistes: None
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.
Day 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!
4:45 - 6:00 pm: Leadership Track
Leadership In the Era of Reform: Strategies for Cultivating Tomorrow's Talent Today
Course1120 | CPE: 1.5 | Level: Basic | Prerequisites: None
In today’s challenging healthcare market, hospitals cannot afford to be without a formalized leadership development plan because it could cost them as much as $250,000 or more to replace a member of their senior executive team…This session will identify several key components of an effective leadership development plan including succession planning, mentoring, and coaching. In addition, financial professionals will learn about proven models and best practices for adopting and implementing effective leadership development strategies resulting in reduced turnover, minimized risk and improved financial performance, quality care, and satisfaction scores.
Learning Objectives: After this session you will have: Ability for Financial professionals to step away from their organizations to focus on one of the hottest topics in healthcare, leadership development, and to discuss options with subject matter experts and their peers; Clear understanding of the current and projected demographic shifts and gain knowledge on how to develop business justification for building an organizational wide leadership development strategy; Review proven approaches to leadership development including: succession planning, mentoring, and coaching; Discuss real-life case studies where leadership development has been successful or less successful.
Field of Study: Personal Development
Doug Smith, MBA, MHA - President/CEO, B.E. Smith, Inc.| Doug Smith has served in the senior leadership role at B. E. Smith since 1996. As a seasoned professional with over 30 years experience in healthcare search and recruitment, Mr. Smith has provided C.E.O. leadership to B. E. Smith during a period in which the firm grew from two consultants, to a staff of over 200. Doug Smith has paved the way for B. E. Smith to become the only firm in the healthcare industry that is both a leader in Executive Search, as well as Interim Leadership services. With the addition of the Consulting Solutions division to B. E. Smith’s repertoire, the company is now primed to become the nation’s leading full-service executive leadership firm. Recognized as a healthcare search visionary that has influenced the industry in a number of positive ways, Doug Smith. is lauded for his pay-for-performance retained search model, and also for dramatically shortening the time of retained search. Mr. Smith has had ultimate responsibility for thousands of completed searches at all levels, in hospital organizations of all sizes and designations across the nation. He is successful at working with Boards, Senior Level Hospital Executives, Physicians and hospital professionals. Exceptionally skilled at successfully marketing hospitals and communities in all geographic locations to high value potential candidates, Doug Smith has also demonstrated effectiveness in resolving difficult issues impeding recruitment results.
4:45 - 6:00 pm: Executive Track
Step Up to the Next Level
Course 1121 | CPE: 1.5 | Level: Advanced | Prerequisites: Previous or current experience as a hospital CFO, Controller or VP Finance
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.
Field of Study: Personal Development
Nelson 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.
6:00 - 7:30 pm: Conference Reception | Exhibits Open
Reception Sponsored by
7:00 pm: Exhibits Close - Optional Breakdown for Exhibitors
7:30 - 9:00 am: Breakfast in the Ballroom Foyer
7:30 - 10:00 am: Exhibit Breakdown
8:00 - 9:15 am: General Session
Lean Six Sigma 2.0 – The Stakes Just Got Higher
Course 1122 | CPE: 1.5 | Level: Intermediate | Prerequisites: Basic knowledge of business operations
Flexibility and innovation are more important than ever to healthcare systems, as they transform themselves, slashing costs, redefining value, creating new products and services, and forging new alliances and relationships. For Lean Six Sigma, staying current means adapting, adopting, and reshaping itself to move beyond its traditional focus on efficiency and quality. Join John Cramer as he describes how one healthcare system’s Six Sigma program went from near extinction to reemergence as a key business partner in going beyond cutting waste to creating value, driving innovation and growth, and a continuous improvement culture committed to delivering exceptional customer experience.
Learning Objectives: After this session you will be able to adapt Lean Six Sigma techniques to your business environment.
Field of Study: Business Management and Organization, Continuous Process Improvement
John Cramer– Director of Organization Effectiveness/Lean Six Sigma - Memorial Hermann Healthcare System. | John Cramer has eleven years of experience in Quality and Process Improvement, directing business operations and building effective Continuous Improvement programs. Before that, John spent fourteen years in Information Technology, managing large scale software development and business process reengineering programs. John’s business background includes experience in the automotive, manufacturing, distribution and supply chain, insurance, and healthcare industries. John is a Certified Six Sigma Master Black Belt, a Senior Member of the American Society for Quality, and Chairperson of the Corporate Community Relations Committee of the Houston Lean Six Sigma Professionals Association.
9:15 - 10:30 am: General Session
Fraud and Embezzlement: Schemes & Scams in an Economic Downturn
Course 1123 | CPE: 1.5 | Level: Basic | Prerequisites: None
This session will focus primarily on a case study update, vendor schemes and skimming schemes, as well as using forensic data mining to detect fraud. 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.
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
Angela Morelock, CPA, CFE, ABV, CFF - Partner, BKD CPAs and Advisors - Springfield, MO | Angela has more than 15 years of experience and leads BKD’s forensic accounting and investigations team providing fraud investigation and prevention, complex litigation support and forensic accounting services for a variety of business clients. She regularly provides consulting and expert witness assistance to attorneys in a variety of litigation matters. Angela and her team have investigated some of the largest fraud cases in the U.S. Her clients include the FBI, United States Department of Justice and Offices of the United States Attorney. Angela has been qualified as an expert witness in cases involving criminal and civil fraud, securities fraud, business valuation, acquisition disputes, commercial business damages, funding constitutionality, bankruptcy, fidelity and bonding claim disputes, and other financial matters in both federal courts and numerous state level courts around the country. Ms. Morelock has also served as an arbitrator in a post-acquisition dispute matter. A certified fraud examiner (CFE), certified in financial forensics (CFF), and Certified Forensic Accountant as well as a CPA, Angela is responsible for resolving a wide range of allegations of fraud and white-collar crime. She participates in more than 60 hours of continuing education each year and has attended numerous valuation, litigation services, damages and fraud courses offered by the American Institute of Certified Public Accountants (AICPA) and Association of Certified Fraud Examiners (ACFE). Angela has an extensive background in business valuation, and in 1998, she earned the AICPA’s Accredited in Business Valuation (ABV) designation, which is granted exclusively to CPAs who demonstrate business valuation expertise and experience.
10:30 - 10:45 am: Refreshment Break
10:45 am - 12:00 pm: General Session
The Rise and Fall of HealthSouth
Course 1124 | CPE: 1.5 | Level: Basic | Prerequisites: None
Aaron Beam’s talk will explain how he and Richard Scrushy founded Healthsouth and grew the company into a NYSE Fortune 500 company. However it all ended so badly when the fraud began in 1996. His talk will describe the corporate culture that allowed the fraud to continue for seven years. Aaron Beam will also discuss how you can spot the signs of ethical collapse in any company.
Key Points include: History of Healthsouth; The culture that existed at the company that allowed the fraud to begin; How accounting rules were bent before fraud began; How the fraud was carried out; How a weak board of directors contributed to the fraud; The lack of proper internal controls; The aftermath of the fraud; How to spot the signs that lead to an ethical collapse in any company; The importance of teaching ethics in schools, universities, and on the job.
Learning Objectives: After this session you will have an understanding of how fraud happens in organizations and how to prevent it.
Field of Study: Auditing
Aaron Beam - former CFO, HealthSouth | Aaron Beam was born in Shreveport, Louisiana in 1943. He completed high school in Bossier City, Louisiana in 1961 and graduated with a B.S. degree in Economics from Louisiana State University in 1967. After college he joined the US Navy and achieved the rank of E-5. His professional career began in Houston, Texas in 1971. He worked as controller for two small companies before earning his CPA in 1978. In 1980 he joined Lifemark Corp, a NYSE healthcare company. In 1984 he and Richard Scrushy started Healthsouth which grew to the 350th. largest public company in the US. Aaron Beam did take part in the fraud at Healthsouth and received prison time as a result. He retired from Healthsouth in 1997 and today operates a lawn service business and does public speaking.
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