hfma spring conference - hfma central ohio chapter conference brochure.pdf · hfma spring...

HFMASpring Conference

March 19-20, 2015Nationwide Hotel & Conference Center

Lewis Center, Ohio

Presented by:

March 19, 20157:30 a.m. - 8:15 a.m. Registration/Breakfast8:15 a.m. - 8:30 a.m. Opening Remarks8:30 a.m. - 9:30 a.m. Medicaid Fraud 101

Lloyd Early, Ohio Attorney General’s Office9:30 a.m. - 10:30 a.m. A Better Way to Manasge Patient Satisfaction by Capturing Different Patient

InputsUrquhart (Urko) Wood, Strategy Innovations

10:30 a.m. - 11:00 a.m. Break/Vendor Fair11:00 a.m. - 12:00 p.m. Keynote - The Fine Art of People Power

Jonathan Michael Bowman, Clear Picture Leadership®12:00 p.m. - 1:00 p.m. Lunch1:00 p.m. - 2:30 p.m. Forecasting the Impact of Healthcare Reform on Your Hospital

Rich Rollins, Rollins Capital Strategies2:30 p.m. - 3:00 p.m. Break/Vendor Fair3:00 p.m. - 4:00 p.m. Access to Capital in an Era of Reform

Kass Matt, Lancaster Pollard4:00 p.m. - 4:30 p.m. CGS Update

Annie Scriven and AJ Smith, CGS Administrators4:30 p.m. - 5:30 p.m. Break/Vendor Fair6:00 p.m. - 8:30 p.m. March Madness Social

March 20, 20157:30 a.m. - 8:15 a.m. Registration/Breakfast8:15 a.m. - 8:30 a.m. Opening Remarks8:30 a.m. - 9:30 a.m. Improving Revenue Cycle Outcomes

Phillip Brooks and Susan McBride, KPMG9:30 a.m. - 10:30 a.m. FASB Update

Plante and Moran10:30 a.m. - 11:00 a.m. Break/Vendor Fair11:00 a.m. - 12:00 a.m. Technically Speaking: When Medicine and Technology Collide

Mark Hakim, ProAssurance12:00 p.m. - 1:00 p.m. Lunch1:00 p.m. - 2:30 p.m. Healthcare Leadership Panel2:30 p.m. - 3:00 p.m. Break/Vendor Fair3:00 p.m. - 4:00 p.m. OHA Update

Charles Cataline, Ohio Hospital Association

Conference Agenda

Session Descriptions and Speaker BiosMarch 19, 2015

Medicaid Fraud 1018:30 a.m. - 9:30 a.m.This presentation will introduce you to Ohio Attorney General Mike DeWine’s Medicaid Fraud Control Unit, and ad-

dress the Unit’s statutory authority, jurisdiction, composition, and role in Ohio’s Medicaid program integrity efforts. This presentation will help you better define the term “fraud,” and will explore the statute that makes Medicad fraud a crime under Ohio law. Finally, this presentation will discuss fraud detection and prevention, and will address the many and varied schemes by which providers defraud Medicaid, highlighting current trends in healthcare fraud.

Speaker Bio:Lloyd Early is the Special Agent-in-Charge in the Medicaid Fraud Control Unit of the Ohio Attorney General’s Health

Care Fraud Section. He is a graduate of the Ohio State University with a double major in Financa and Economics. He has twenty-four years of law enforcement experience including service as a Special Deputy Investigator, an Ohio Organized Crime Investigation Commission Task Force Agent, a Special Agent, a Special Agent Supervisor, and an As-sistant Executive Director for the Ohio Peace Officer Training Commission.

A Better Way to Manage Patient Satisfaction by Capturing Different Patient Inputs9:30 a.m. - 10:30 a.m.Over 100 of the Fortune 1000 have generated billions of dollars in new offerings by understanding what type of cus-

tomer inputs to capture to guide new value creation. In this presentation, Urko will explain how healthcare providers and systems can capture different customer inputs to dramatically improve patient experience and satisfaction. Using this approach, providers can:

» Master the patient experience » Increase patient satisfaction » Create new and improved services » Differentiate from the competition » Drive revenue growth » Achieve superior resource allocation

Speaker Bio:Urquhart (Urko) Wood is the President of Strategy Innovations, a growth strategy and innovation management

consulting firm. He finds opportunities for growth, guaranteed, and helps clients capitalize on them. He is an expert at discovering unsatisfied customer needs to guide new value creation and drive revenue growth. Some of his clients have included Battelle Memorial Institute, Becton Dickinson, Cintas, General Motors, Herman Miller, Ingersoll Rand, Microsoft, Morgan Stanley, NetJets, Parker Hannifin, JR Simplot, smaller companies and nonprofits as well. Urko has an MBA in Marketing from The Wharton School and a Master’s in Applied Psychology from the University

of Santa Monica. He’s a certified team performance facilitator, a Navy veteran, and active in his local church.


The Fine Art of People Power11:00 a.m. - 12:00 p.m.Are you ready to be inspired, invigorated, and equipped to turn great challenges into unimaginable victories? In this

compelling, inspiurational presentation, Jonathan uncovers three hidden benefits of your support system that can help you achieve this goal. This is the power of people in your lives.Jonathan teaches how “People Power” helped propel him from living in public housing projects and homelessness

as a child to becoming an accomplished attorney and award-winning leader. Plus, Jonathan’s message is made even more memorable by his powerful, fine art photography, which he uses as a metaphor to graphically illustrate key points.Attendees will be emboldened to use their support system - not to merely surmount obstacles - but to ascend far

beyond them into a future of success.

Speaker Bio:Jonathan Michael Bowman’s presentations are the result of heart-felt experience, critical thought and an unbridled

passion to help others achieve their full potential.Born in Pittsburgh, Pennsylvania, Jonathan is the last of four children, whose lives were enveloped in poverty and

homelessness. By the time he was 17 years old, he and his family had lived in two homeless shelters, a church, a small fourth-floor attic, public housing projects and a hotel, among many other places.However, with his determination to ascend from poverty unaffected, he earned his G.E.D. and obtained an asso-

ciate’s degree in English and Communications at Allegheny Community College. He went on to earn his bachelor’s degree in Journalism and Communications from Point Park University where he graduated Cum Laude. Jonathan then attended and graduated from Ohio State University College of Law.He then practiced law at the Ohio Attorney General’s Office. During his 12-year-career there, he served in a variety

of leadership posts, including Deputy Attorney General and Section Chief. He led several departments to achieve suc-cess. As a result, he was a recipient of the Ohio Attorney General’s Innovation and Excellence Award in 2005.Jonathan is also an avid photographer. Pictures have intrigued him ever since he was a child. While growing up,

drawing pictures provided him with an escape from his life of poverty. Later in life he became hooked on photography when he happened upon a 35 mm camera and looked through the viewfinder. He was so enthralled that he studied photography as part of his undergraduate major in communications.Today Jonathan serves as CEO of Clear Picture Leadership®. He uses lessons learned from his childhood, leadership

skills honed throughout his career and the inspiration embodied in his artwork to encourage leaders to achieve a “clear picture” vision. As Jonathan says, “Picturing your destination is the first step to achieving something great.” Sometimes leaders are tempted to cast aside an imaginative vision because it is deemed “unrealistic.” Yet – as his tagline says – Jonathan challenges leaders with “a different perspective: Where imagination and reality meet™”.

Forecasting the Impact of Healthcare Reform on Your Hospital1:00 p.m. - 2:30 p.m.Many hospitals do not fully understand the significant financial implications of the Patient Protection and Affordable

Care Act (“PPACA”) on their operations. This session will help you understand and calculate that impact and allow you to plan strategies for PPACA’s implementation.In this session, the attendees will learn:

» To forecast the impact of known and estimated reductions to the annual Medicare market basket update,


changes to DSH payments, potential readmission penalties, and impact of the value based purchasing program.

» To forecast the reduction of the uninsured population and shift in payor mix under PPACA. What happens if the State does not expand Medicaid?

» To forecast the impact on bad debt and charity care as a result of the reduction in the uninsured popula-tion.

» To forecast the estimated payments from the State/Federal operated insurance Exchanges. » To forecast any potential impact on payments from Other Insurers (commercial payors).

Speaker Bio:Rich Rollins is the owner of Rollins Capital Strategies. Rich brings over 35 years of experience in healthcare con-

sulting services. Rich has performed over 75 financial feasibility studies, with associated debt issues ranging from approximately $15 million to over $300 million.For 12 years, Rich was with Dixon Hughes Goodman. He started the Hospital Capital Strategies Group with DHG. Rich

and his group assisted hospitals in obtaining over $2.5 billion in funds for capital expansion, start-up facilities and refinancing. Rich writes and speaks frequently on a number of health care topics. He holds a bachelor’s degree from the Univer-

sity of North Carolina, with a major in accounting. He is a member of the Healthcare Financial Management Associa-tion, where he is past president of both the Virginia and the North Carolina Chapters.

Access to Capital in an Era of Reform3:00 p.m. - 4:00 p.m.Healthcare facilities planning to restructure debt or otherwise borrow money to finance expansion, renovation, or

new construction must understand the constantly changing market conditions and how to monitor them in order to obtain the most cost effective financing. This presentation will explore various options through discussion and case studies.

» Receive an update regarding the capital funding environment and what it means to Ohio Hospitals seeking restructure debt or fund capital projects.

» Learn about current private sector financing options, from index notes to unenhanced fixed rate bonds, and the potential implications of Basel III requirements on bank appetite for participation in bond issues.

» Understand the FHA Section 242 mortgage insurance program and the current status of its refinance op-tion.

Speaker Bio:Kassem K. Matt is a managing director and a member of the executive committee of Lancaster Pollard, a financial

services firm based in Columbus, Ohio, that specializes in providing capital funding to the senior living, health care and affordable housing sectors. In addition to underwriting tax-exempt and taxable bond offerings, Lancaster Pollard provides organizations a complete range of funding options through its Fannie Mae/FHA/ GNMA/USDA-approved, mortgage lender subsidiary.Mr. Matt is a regional manager for the firm’s Eastern Great Lakes region and is the lead health care banker in Ohio.

Since joining Lancaster Pollard in 2006 he has underwritten transactions in excess of $1.4 billion through conven-tional bond financing, FHA, Fannie Mae and USDA programs. He has 20 years of experience in capital markets and corporate banking.


Mr. Matt holds a bachelor’s degree in finance from The Ohio State University and an MBA from Cleveland State University. He is a 2002 graduate of Leadership Columbus. He holds a general securities representative (Series 7) and general securities principal (Series 24) licenses. Mr. Matt is a frequent speaker on capital access for health care providers at both state and national events.

CGS Update4:00 p.m. - 4:30 p.m.This presentation will include an overview of updates and changes to Medicare hospital policy and billing guidelines.

Speaker Bio:LJ Smith is a Part A Senior Provider Relations Representative for the J15 A/B MAC contract at CGS Administrators.

She began her Medicare career in 1983 at TrailBlazer Health Enterprises, the former J4 A/B MAC contractor. In 2009, LJ received the Recognizing Outstanding Customer Service That Achieves Results (ROCSTAR) award from CMS. Her past experience included conducting Part B Provider Outreach and Education and Beneficiary Outreach and Educa-tion during the implementation of the Medicare Modernization Act of 2003. LJ joined CGS in 2012, and at that time she turned her focus to Medicare Part A.Annie Scriven is a Part A Senior Provider Relations Representative for the J15 A/B MAC contract at CGS Admini-

stators. She began her Medicare career in 2005 with the Part A Provider Outreach and Education department at TrailBlazer Health Enterprises, the former J4 A/B MAC contractor. Her experience includes conducting MSP hospital audits and serving as a subject matter expert for hospitals, outpatient rehabilitation facilities, CERT, and the Recovery Auditor program. In 2008, she received the Recognizing Outstanding Customer Service That Achieves Results (ROC-STAR) award from CMS. Annie graduated from Austin College in Sherman, Texas, with a Bachelor of Arts degree in psychology.

March 20 , 2015Improving Revenue Cycle Outcome: Harnessing the Power of Process Analytics and Automated Workflow8:30 a.m. - 9:30 a.m.Taking data and learning what’s next! Here’s an opportunity to hear about automated business process modeling;

not just solving a single problem, but knowing how to effectuate long term change within the revenue cycle.Recently, organizations have turned their attention toward improving revenue cycle processes and activities in an

effort to increase efficiency, reduce costs and – ultimately – shore-up sagging margins. While some improvements have been made industry-wide, few organizations have taken full advantage of the opportunities to achieve signifi-cant results from their efforts.By incorporating business process management (BPM) and a process analytics approach, organizations can start to

understand not only where the anomalies are in their processes, but also identify the root causes of those anomalies. Knowing your organization has a problem is great; but knowing how to resolve that problem and reduce process cycle time is best. With automated BPM, it’s not just about solving a single problem, but rather seeing how the problem manifests and interrelates across the entire revenue cycle ecosystem which, in turn, can lead to opportunities to drastically reduce local optimization within the revenue cycle.


Key topics include: » Process analytics and how to use these techniques to drive results » Approaches to developing automated workflow solutions » Using business process management (BPM) as a competitive advantage » Applying business rules consistently to drive higher performance » The evolution of the revenue cycle and how it impacts future industry changes and how you can be pre-

pared

Speaker Bio:Susan McBride is a principal in KPMG’s Cleveland office. She has more than 20 years of healthcare experience, both

in operations and consulting. She has extensive experience in delivering large, complex business transformation implementations with substantial ROI. Her specific areas of experience include Revenue Cycle enhancement, opera-tions improvement, IT systems implementation, and overall change managemnt.Susan has an in-depth knowledge of the changing regulatory landscape of the healthcare industry and how business

and financial demands of provider organizations can best leverage information technology. Her experience allows her to develop creative sustainable business solutions with significant financial impact.

Phillip Brooks is a director in KPMG’s Advisory Services practice in the Cleveland office. He has over 20 years experi-ence in provider revenue cycle operations and focuses on assisting healthcare organizations in improving their overall margins and develping transformational market and positioning strategies. His areas of expertise include revenue cycle redesign, capital budgeting and planning, vendor selection and implementation, operational efficiency and cost reduction.Phillip has led numerous revenue cycle engagements, including diagnostic assessments and focused redesign efforts,

for large academic medical centers, health systems, and community hospitals. He has managed large projects in the areas of operations and performance improvements, financial eligibility and clearance, Patient Financial Services process improvement, cash acceleration, accounts receivable recoveries, and denials identification and mitigation.

Technically Speaking: When Medicine and Technology Collide11:00 a.m. - 12:00 p.m.We live in a digital age. Technology is now driving nearly every facet of the practice of medicine, from diagnosis,

documentation, and communication, to decision support, public relations and more. While these advances offer tremendous opportunities for improved patient care, they also create additional liability risks for hospitals and phy-sicians. Using recent cases and claims, we will look at electronic health records, social media, and bring your own device (BYOD) from a professional liability perspective. Additionally, we will discuss risk management strategies that enhance patient safety and keep pace with changing technologies.

Speaker Bio:Mark Hakim, BS, MA, MBA, CPHRM, Director, Risk Management, received his Bachelors in Medical Technology and

Masters in Exercise Physiology from Michigna State University. He obtained an MBA from the UNiversity of Detroit Mercy.Mr. Hakim has an extensive clinical and hospital managerial background, including exercise physiologist in cardiology

services, manager of cardiology services, and director of occupational and employee health services at hospitals in southeastern Michigan. He has served in leadership roles with the Michigan Society of Healthcare Risk Management


and is a Certified Professional in Health Care Risk Management. He is also a graduate of the Patient Safety Leadership Fellowship sponsored by the Health Research & Educational Trust.Mr. Hakim joined the ProAssurance Group companies in 2002.

Healthcare Leadership Panel1:00 p.m. - 2:30 p.m.To be a good finance professional, understanding your entire organization is critical. This panel of seasoned Hospital

and Health System leaders will discuss their interactions with finance, how what they do has a significant impact on the finances of the organization and allow you to gain an enhanced understanding of healthcare organizations from a different perspective.Panelist information coming soon!

OHA Update3:00 p.m. - 4:00 p.m.

» Federal » Medicare Final Rule on Uninsured is (Finally) Out; What’s Left? » OIG/MedPAC 2015 Targets » Medicare RAC Contract Re-bid Still on Hold (for How Long?!) » Where is Medicaid?

» State » 2014 was a Year of Transition; What’s Coming in the Next State Budget? » Medicaid Episodic Payment Plan Delayed Some, but Moving Forward » BWC 2015 Hospital Payment Discussion – To PPS or not to PPS? » Medicaid Preventable Admissions and Outpatient PPS Projects Are Underway

» Other Finance / PFS » ICD.10 Test Results Look Okay » SAFE Program Audits Possible Next Year » OHA to Assist With Billing Guides » Hospital Price & Quality Transparency Still an Issue » OHA May Suggest Guidelines on Price Inquiries

Speaker Bio:Charles Cataline is the vice president of health economics and policy for the Ohio Hospital Association in Columbus,

where he manages many of the association’s finance and patient financial services activities. Charles also acts as a liaison for Ohio hospitals to the Centers for Medicare and Medicaid Services’ (CMS), the Ohio Department of Medic-aid and the Ohio Bureau of Workers’ Compensation on Medicare, Medicaid and BWC advocacy, policy and payment initiatives. A 1974 graduate of the Ohio State University, Charles has been in the health care industry since 1975 and with OHA


for over 30 years. Charles staffs the OHA Finance and Admitting, Billing and Collection Committees. He has also served on a number

of state and national boards and committees, including the CMS Outpatient Medicare Technical Advisory Group, the 2005 chair of the Allied Association of Hospital Accountants and Financial Specialists, 15 years with the National Uniform Billing Committee, and six years with the American Hospital Association’s Model Practices Group and the Editorial Advisory Board of AHA’s Coding Clinic for HCPCS.

Registration InformationConference PricingOne day conference: Members $75, Non-Members $125Full Conference: Members $100; Non-Members $150*Includes lunches and Thursday’s social event.16 hours of CPE

How to RegisterRegistrations can be made at http://www.hfma.org/Content.aspx?id=27613.

For questions regarding registration, please contact Patti McFeely at [email protected] or (330) 316-0394.

Conference Venue and Hotel InformationNationwide Hotel and Conference Center100 Green Meadows Drive SouthLewis Center, OH 43035(614) 800-4300 (property direct)(866) 233-9393 (reservations)http://www.northpointecenter.com/

Conference Rate: $129.00 + tax (available until March 1, 2015) Group Code: Healthcare Financial Management Associate March Conference

For general conference questions, please contact Todd Dougherty @ Todd.Dougherty@ ohiohealth.com or (614)544-4133.

Sponsorship and Vendor Opportunities

SPONSORSHIPS AVAILABLEA variety of sponsorship opportunities are available for The Spring Conference. Select from the list below and indicate your choices on the application form.

Sponsor Opportunities # of Slots ID Notes Sponsorship Price

Thursday Breakfast 1 5 2 min company commercial, Signange $500.00Thursday AM Break 1 10 Signage $250.00Thursday Lunch 1 15 2 min company commercial, Signange $1,000.00Thursday PM Break 1 20 Signage $250.00Thursday Vendor Reception 1 25 2 min company commercial, Signange $1,000.00Thursday Event Reception 1 30 2 min company commercial, Signange $1,500.00Friday Breakfast 1 35 2 min company commercial, Signange $500.00Friday Break 1 40 Signage $250.00Rev Cycle Track 1 45 Session advertising, 2 min company commercial $1,000.00Finance Track 1 50 Session advertising, 2 min company commercial $1,000.00Grand Prize 1 55 42” (minimum) LCD TV or similar (hi-end device) Cost of Item

APPLICATION AND PAYMENT INFORMATIONPRELIMINARY RESERVATION EMAIL: [email protected] Space @ Vendor Fair: $800 (Platinum Sponsors only $600 & Gold Sponsors only $700)

Email the completed application form to [email protected]*Payment in full must be received by March 5,2015 or your space and/or sponsorship will be forfeited.

For questions regarding sponsorships and vendor booths, please contact James Monroe at [email protected] or (330) 417-3986.

Vendor Lodging InformationLodging has been arranged at the Nationwide (formerly NorthPointe) Hotel & Conference Center:• $129.00+tax / per person / per night• Group Rate Cut off date: March 1, 2015• Group Code: Healthcare Financial Management Association March Conference*All requests are based on availability at the time of the booking

http://www.northpointecenter.com/

The Spring Conference Company:

Contact:

Email:

Address:

City: State: Zip:

Phone:

Booth Rental Fee $ _____________________

Conference Registrant ___________________________________ (One free registrant with booth purchase)

Additional Registrants ________________________________________________________ ($75/person)

Sponsorship $___________________________

Sponsorship ID# _______ _______ _______ _______

PAYMENT INFORMATION

□Check (payable to Central Ohio HFMA: memo: 2015 Spring) □VISA □MasterCard □AMEX Checks mailed to: Jeffrey Carranza, OhioHealth Corp, 180 E Broad St (33rd Floor), Columbus, OH 43215 Card Number

Expiration Security Code

______ Cardholder Name

Cardholder Billing Address

City, State, Zip

Authorized Signature

Return by 3/5/15 via:

Email:

[email protected]

mailto:[email protected]?subject=Central%20OH%20HFMA%20Spring%20Conference%20Sponsorship

mailto:[email protected]?subject=Central%20OH%20HFMA%20Spring%20Conference%20Sponsorship

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