1. health and fitness

THE 2015 GERRY HAGGERTY ANNUAL LEADERSHIP INSTITUTE
Healthcare Sustainability in a Transparent Market
May 13-15, 2015
The DoubleTree Hotel
3663 Park East Drive | Beachwood, OH
HIGHLIGHTS
•K
EYNOTE SPEAKER:
Treasurer of Ohio, Josh Mandel
• Executive Panel Discussion
•N
ew Networking: Indians game, Club Seats,
Dueling Piano Show & Much More!
•3
Full Days of Programming
– 20 Total CPE’s!
REGISTER ONLINE
by May 1st to Receive the Early Bird Discount!
www.neohfma.org/upcoming-programs
Upon taking office Treasurer Mandel launched the Treasurer’s Transparency Project to shine sunlight on
state spending. He posted state employee and teacher salaries online in a fully searchable database
for the first time in Ohio government history, then released fully interactive state properties maps. Next
Treasurer Mandel launched OhioCheckbook.com, placing more than $408 billion in state spending
online and featuring “Google-style” search of more than 112 million transactions. In 2014, he was
recognized with the Association of Government Accountants award for “Excellence in Financial
Management,” and was given the American Society for Public Administration’s “Public Integrity Award”
for “outstanding contributions to responsible and ethical conduct in public service.”
THANK YOU TO OUR CORPORATE SPONSORS!
PRESIDENTIAL SPONSORS
PLATINUM SPONSORS
BRONZE SPONSORS
GOLD SPONSORS
• Fidelity National Collections
• Net Revenue Associates
• PNC Healthcare
• CompMed Analysis
SILVER SPONSORS
• Bruner-Cox, LLP
• Cirius Group, Inc.
• KPMG
• ProAssurance
• Receivables Management Partners
• The Wellington Group, LLC
• Crowe Horwath LLP,LLC
• The ROI Companies
• Emrhein & Associates
• BKD, LLP
• Calfee, Halter & Griswold LLP
• Meridian Leasing Corporation
• Quadax, Inc.
• UCB, Inc.
• Parallon
• Helvey & Associates
• The Shamrock Companies Inc.
Healthcare Financial Management Association | 330-463-0244, ext. 203 | www.neohfma.org
Attendee Registration Fees:
HFMA
Member
$375
HFMA
Certified
$350
Non-Member
Registration After May 1
$410
$385
$510
Wednesday/Thursday Daily Rates
$175
$175
$195
Wednesday/Thursday Daily Rates After May 1
$195
$195
$215
Friday Only
$125
$125
$135
Friday Only After May 1
$140
$140
$150
Guest Rate
$265
$265
$265
Early Registration
$475
Hotel Information
The DoubleTree Hotel
3663 Park East Drive
Beachwood, OH
Room Rates for May 13th and May 14th:
$119
Contact the hotel at 800-222-TREE for reservations and reference NEO HFMA or Healthcare Financial
Management to receive the discounted rate.
Room rates are quoted exclusive of local taxes and fees, currently 16.50%. The stated block of rooms
will be held until Friday, May 1st, 2015. Reservations requested after this date will be subject to
availability.
Agenda At-A-Glance
WEDNESDAY
7:30 – 8:30am
Registration, Vendor Fair & Breakfast Sponsored by American Express [Exhibit Hall]
8:30 – 9:30am
Fundamentals of Healthcare Reform
Walter Coleman – Consulting Manager – Dixon Hughes Goodman, LLP
9:30 – 10:30am
Legal Requirements for Transparency by Health Care Providers
Thomas J. Onusko, Esq. – Senior Counsel – Bricker & Eckler LLP.
Michael Corey – Bricker & Eckler LLP.
10:30 – 11:00am
Break/Vendor Fair [Exhibit Hall]
11:00 – 12:00pm
State Innovation Models (SIM) - OHA Update on Episodic Payments
Aly DeAngelo – Director, Health Economics & Policy – Ohio Hospital Association
12:00 – 1:00pm
Lunch – Vendor Fair [Exhibit Hall]
1:00 – 2:00pm
Cost Accounting
John Senderak – Metro Health
2:00 – 2:30pm
Break/Vendor Fair [Exhibit Hall]
2:30 – 4:00pm
Vendor Selection Panel
Gene Thorn – CFO – Union Hospital
Kristen Shoup – Director of Revenue Cycle – Wooster Community Hospital
Stephanie Hunt – Director of Purchasing – Lake Health
4:00 – 5:00pm
Cocktail Reception [Exhibit Hall]
5:00pm - TBD
Option #1 – Cleveland Indians Game – Sponsored by The ROI Companies
We have club seats at the Indians vs. Cardinals Game, so all food is included! Our seats
are all together and covered so don’t worry about a little rain! We will also be organizing
some activities during the game so stick around to win some prizes! Don’t want to deal
with downtown traffic? No problem; we have a charter bus to transport our group to
and from the game. We will leave the DoubleTree at 5:00pm sharp and the bus will pick
us up from Progressive Field at 10:00pm sharp.
Sponsored by JP Recovery and
Option #2 – Wine Tasting and Food Pairing –
The Wellington Group
Not a sports fan? Stick around the DoubleTree for some good food and great wine
presented by Monica’s Uncorked Events!
THURSDAY
7:30 – 8:30am
Registration, Vendor Fair & Breakfast Sponsored by Helvey & Associates [Exhibit Hall]
8:30 – 10:30am
Charge Capture: What You Don’t Know IS Killing You!
Kauser Karwa – Manager – McGladrey
Bob Medcalf – CEO – Net Revenue Associates
10:30 – 11:00am
Break/Vendor Fair [Exhibit Hall]
11:00 – 12:00pm
Cost Report Updates
Mike Nichols – McGladrey
12:00 – 1:00pm
Lunch/Officer Installation/Vendor Fair [Exhibit Hall]
1:00 – 2:00pm
Clinical + Finance…Collaboration is Key!
David Oppenlander – CFO – The Centers for Dialysis Care
2:00 – 3:00pm
Revenue Recognition [A-133]/Grants
Kumar Mukesh - Director, Grants Management - University Hospitals Case Medical Cntr
3:00 – 3:30pm
Break/Vendor Fair [Exhibit Hall]
3:30 – 5:00pm
EXECUTIVE PANEL: How Empowered Individuals Can Affect Great Change
Carl Ebner – Robinson Memorial Hospital
Craig Richmond – The Metro Health System
Lisa Simon – Ohio Valley Health Services & Education Corporation
Anna Sulewski – Cleveland Clinic, Hillcrest Hospital
Sponsored by JP Recovery Services, Inc.
Cocktail Reception & Raffle [Exhibit Hall Foyer] –
and Aurora Healthcare Resources
At the end of cocktails we will be raffling off the vendors’ prizes, so make sure you stop
by each and every booth to learn about the great products and services our sponsors have
to offer!
5:00 – 6:00PM
6:00 – 7:00pm
Dinner [Exhibit Hall]
7:00 – 11:00pm
Open Bar, Entertainment & Prizes
Sponsored by Joseph Harrison Co, LPA
and Fidelity National Collections
NEW: Dueling Piano Show [Exhibit Hall]
Stick around after dinner for live entertainment by the Pittsburgh Dueling Piano Show!
It’s an interactive event with songs from every generation.
NEW: Euchre Tournament [Compass Room] – Sponsored by CDR Associates
Sign-up sheets will be available during programing sessions; pairings will be announced
at dinner.
FRIDAY
7:30 – 8:30am
Registration, Breakfast & Vendor Fair [Exhibit Hall]
8:30 – 9:30am
Volume to Value: Shifting to Enterprise Value
David Mustin – Managing Director – Stafford Snyder, LLC.
9:30 – 10:30am
The Power of Lean Construction Methodologies Coupled with
Integrated Project Delivery
Michael Trainer – CFO and Treasurer – Akron Children’s Hospital
Donzell Taylor – President and CEO – Welty Building Company
10:30 – 11:30am
Finance's Role in Successful Lean Deployment
Dave Delost - Sr. Operations Engineer, Department of Operational Effectiveness – UH
Ken Turner - Vice President, Department of Operational Effectiveness – UH
Jon Novak - Lean Six Sigma Master Black Belt – KSU Center for Corporate Development
John Potkalitzky – Lean Instructor – KSU Center for Corporate Development
Amy Lane - Associate VP – KSU Workforce Development
11:30 – 12:00pm
Break/Boxed Lunch
12:00 – 1:00pm
KEYNOTE SPEAKER: Ohio Treasurer, Josh Mandel
1:00 – 2:30pm
From Admit to Discharge… Why You Need to Be a Know-It-All!
Donna Graham – The Metro Health System
Programming Details
Fundamentals of Healthcare Reform
Walter Coleman – Consulting Manager – Dixon Hughes Goodman, LLP.
The ACA gives Health and Human Services and other Government programs power to reform healthcare. This
program will look at some of the changes under the Medicare program including Value Based Purchasing,
Readmission Reduction Program, Hospital Acquired Conditions Program, and other voluntary Medicare payment
models.
At the end of this presentation, attendees will:
1. Have a deeper understanding of the dynamics of Value Based Purchasing, Readmission Reduction
Program, and the Hospital Acquired Conditions Program
2. Understand the voluntary Medicare Payment models under the ACA, such as MSSP and Bundled
Payment
3. Know what Risk Capability is and what it means to be risk capable
Legal Requirements for Transparency by Health Care Providers
Thomas J. Onusko, Esq. – Senior Counsel – Bricker & Eckler, LLP.
This session will provide an overview of recent legal developments of which HFMA members need to be aware,
including fraud and abuse enforcement, network formation, regulation of ACOs, and IRS regulation of tax exempt
hospitals.
At the end of this presentation, attendees will:
1. Recognize potential new areas of legal risk before they occur.
2. Take preventative action to avoid legal complications in the future.
3. Appreciate the extent of potential legal risk when weighing the costs and benefits of a proposed
course of action.
State Innovation Models (SIM) - OHA Update on Episodic Payments
Aly DeAngelo – Director, Health Economics & Policy – Ohio Hospital Association
OHA staff will present the latest news regarding the implementation of episodic payments through the federal
SIM grant program. Members are encouraged to share feedback on the cost and quality performance reports
received from Medicaid and other participating payers, so as to inform OHA policy and advocacy efforts.
At the end of this presentation, attendees will:
1. Better understand the mechanics of episodic payments.
2. Better understand their own performance reports through feedback shared by other members.
3. Better understand the OHA's role and position regarding episodic payments.
Charge Capture (Session One): Code RED
Kauser Karwa – Manager – McGladrey
The session is designed to provide a high level understanding of charge capture as well as the tools used to
identify charge capture opportunities.
At the end of this presentation, attendees will:
1. Have an understanding of what charge capture opportunities exist
2. Know what tools can be used in the industry to identify charge capture opportunities
3. Documentation issues commonly found in the industry
Charge Capture (Session Two): What You Don’t Know IS Killing You!
Bob Medcalf – CEO – Net Revenue Associates
We will discuss the revenue cycle aspects of clinical documentation that are driving charge assessment, along
with implications of coding practices that are driving the PRICE of services up in an environment of transparency.
At the end of this presentation, attendees will:
1. Know the three elements necessary to access a charge to a Medicare subscribers account
2. Understand that what the nursing staff documents can cause revenue loss and how clinical
knowledge results in defendable pricing
3. Know how coding is corrupted by thinking
Revenue Cycle & Cost Report Linkage
Mike Nichols – McGladery
The session will provide a high level demonstration of the how the information created through a hospital’s
revenue cycle operations is used within a hospital's Medicare cost report to ensure accurate reimbursement.
At the end of this presentation, attendees will:
1. Understand the revenue cycle and cost report linkage
2. Provide examples of the opportunities to collaborate between revenue cycle and reimbursement.
3. Outline best practices for validating information used in the cost reporting process.
Clinical + Finance…Collaboration is Key!
David Oppenlander – CFO – The Centers for Dialysis Care
Discuss projects in which lines of responsibility are not clearly drawn in which Finance and Clinical Staff work
together to improve the revenue cycle while improving clinical operations.
At the end of this presentation, attendees will better understand:
1. Working together collaboratively
2. Improving Cash Flow
3. Improving relationships inside the organization
EXECUTIVE PANEL DISCUSSION: How Empowered Individuals Can Affect Great Change
What better way to gain added insight into a wide range of financial and operational challenges then by hearing
directly from management. Learn how YOU can make an impact on the success of your organization by
understanding the issues executives feel are critical to the future of the Healthcare Industry. You can’t afford to
miss this panel discussion!
Volume to Value: Shifting to Enterprise Value
David Mustin – Managing Director – Stafford Snyder, LLC.
Tag: Shifting the Focus to Health System Value While Enhancing Patient Experience and Outcomes
Health care providers are motivated to maximize revenue and volume. Research demonstrates that volume
undermines quality and patient experience. Many hospitals have invested deeply in building a health system, but
have failed to capitalize on its value. Risk transfer, bundled payments, price transparency and more educated
consumers will shift the focus to revenue management, expense reduction and an integrated health system
approach.
At the end of this presentation, attendees will:
1. Understand the trends and drivers that are making the change mandatory.
2. How to shift the focus from a departmental to an enterprise wide approach.
3. Understand examples specific programs that can drive or enable the shift.
The Power of Lean Construction Methodologies Coupled with Integrated Project Delivery
Michael Trainer – CFO – Akron Children’s Hospital
Donzell Taylor – President and CEO – Welty Building Company
Our goal is to educate our audience in new methods for healthcare constructions projects, utilizing lean
techniques and integrated project delivery (IPD) business models. We will provide a general overview of the lean
process utilized and the corresponding methodologies incorporated versus the traditional guaranteed maximum
price, design, bid and build construction. The presentation will include hospital personnel involved in the
preparation of the source and uses of funds associated with the project and the corresponding financing of the
project. Welty, the general contractor will depict the significant savings in construction cost associated with
compiling lean design and construction techniques with the IPD system.
At the end of this presentation, attendees will:
1. Understand new methodologies for healthcare constructions projects
2. Understand integrated project delivery system
3. Create interest in adopting this construction methodology to generate positive return on investment
Finance's Role in Successful Lean Deployment
Dave Delost - Sr. Operations Engineer, Department of Operational Effectiveness – University Hospitals
Ken Turner - Vice President, Department of Operational Effectiveness – University Hospitals
Jon Novak - Lean Six Sigma Master Black Belt – Kent State University
John Potkalitzky – Lean Instructor – Kent State University
Amy Lane - Associate VP of Workforce Development at Kent State University
University Hospital's Lean deployment overview will highlight our partnership with Kent State University
providing customized training to practitioner-candidates, the internal support and infrastructure to create an
environment for project team success and the role Finance in defining the Cost of Poor Quality (COPQ), project
valuation and results reporting accountability.
At the end of this presentation, attendees will be able to:
1. Describe University Hospital's Lean Practitioner Certification process and organization-wide Lean
deployment strategy.
2. Understand how UH and Kent State University partner to develop and deliver effective Lean training
and certification of Lean Practitioners.
3. Understand crucial role of Finance in valuing projects and project results monitoring accountability
Additional Sessions: More Details Coming Soon!
From Admit to Discharge… Why You Need to Be a Know-It-All!
Donna Graham – Metro Health
Revenue Recognition [A-133]/Grants
Kumar Mukesh – University Hospitals Case Medical Center
PANEL DISCUSSION: Vendor Selection
Cost Accounting
John Senderak – Metro Health
A Special Thanks to All of Our Exhibitors!
Thank You For Contributing To These
Great Events!
Wednesday
Breakfast
American Express
Indians Game
the ROI Companies
Wine Tasting
JP Recovery Services, Inc. and
The Wellington Group
Thursday
Breakfast
Helvey & Associates
Lunch
Joseph Harrison Co, LPA and
Fidelity National Collections
Cocktail Reception
JP Recovery Services, Inc. and
Aurora Healthcare Resources
Euchre Tournament
CDR Associates