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2015 Annual Cost Report Briefing & Workshop
Friday, April 17, 2015
8:00 a.m. to 4:00 p.m.
Clarion Hotel Batavia
8250 Park Road
Batavia, NY 14020
585.344-2100
(For directions see below)
Agenda Topics: Medicare and Medicaid Cost Report Update
(Morning: Acute Care / Afternoon: Long Term Care) Who Should Attend:
Hospital and Skilled Nursing Facility CFO’s, Controllers, Administrators, Reimbursement Specialists, and any other
key individuals involved in cost report preparation and review.
Learning Objective:
Participants will learn about reporting changes, software upgrades, appropriate reporting requirements and
techniques, reimbursement impacts and administrative processing requirements.
CPE Accreditation: 7 CPE
Program Agenda:
8:00
Registration
8:30
Medicare Update (Joe Sellars and Don Fry, KPMG) – Medicare update regarding the implementation of
CMS changes over the past year, including transmittal 5, 6 and 7
9:30
DOH Medicaid issues and ICR changes
10:00
Review of Software including the Variance Analysis feature in the ICR (Joe Sellars and Don Fry, KPMG)
10:30
Break
10:45
NGS review of timely Medicare Administrative Contractor topics (Christine Chamberlain and Kelly Foster,
NGS)
12:30
Buffet Lunch
1:30
LTC Medicare and Medicaid Cost Report Update (Janine Mangione, Kelley DeMonte, Matthew Boswell,
TBG)
3:00
Break
3:15
LTC Reimbursement and Managed LTC Update (Janine Mangione, Kelley DeMonte, Matthew Boswell,
TBG)
2015 Annual Cost Report Briefing & Workshop
Friday, April 17, 2015
8:00 a.m. to 4:00 p.m.
Facility / Organization Name
Address
Phone
Please indicate each registrant who will be attending:
Indicate
CPA
Status
Registrant
Name
Email Address
HFMA Member # or
Student’s College
(must be completed to receive discount)
To register or for more information, contact:
Kirsten Palmeri at [email protected]
(585) 249-2872
Make checks payable to:
HFMA
Cost
Member
Non-Member
Full-Time Student
Checks can be mailed to:
The Bonadio Group
Attn: Kirsten Palmeri
171 Sully’s Trail, Suite 201
Pittsford, NY 14534
$45.00
$60.00
$30.00
Registration - 8:00 am – 8:30 am
Event – 8:30 am – 4:00 pm
CPE: 7 hours
Attire: Business Casual
Total
Due
2015 Annual Cost Report Briefing & Workshop
About the
Speakers:
Matthew Boswell, CPA, Manager (TBG)
Matthew is a Manager with TBG’s Healthcare/Tax-Exempt Division with 6 years of professional experience providing accounting, audit, and
consulting services to nursing homes, diagnostic and treatment centers, and, independent and assisted living facilities in New York
State. Matthew’s consulting experience includes rate and reimbursement analyses, Medicaid and Medicare cost report preparation, appeals,
and rate projections. He has performed numerous benchmarking, projections, and operational analyses, as well as third party calculations.
Christine Chamberlain, Audit and Reimbursement Lead, National Government Services, Inc. (NGS)
Christine Chamberlain is a Lead in the Audit & Reimbursement (A&R) department at National Government Services, Inc. (NGS). She
graduated from Le Moyne College with an Integral Honors Degree and a B.S. in Accounting. She has been with Medicare since August 2000.
Her responsibilities include overseeing Medicare cost report receipt, tentative settlements, interim rate setting and other reimbursement related
issues. Christine is a member of the HFMA Central New York Chapter.
Kelley DeMonte, CPA, Principal (TBG)
Kelley is a Principal in TBG’s Healthcare/Tax Exempt Division. In this capacity, she serves as the audit engagement principal on numerous
tax-exempt, government and healthcare engagements, as well as employee benefit plans. Her primary area of expertise is accounting and
auditing for tax-exempt organizations. She is well versed in the unique accounting and reporting matters affecting tax-exempt entities.
Kelly Foster, NGS Audit and Reimbursement Senior, National Government Services, Inc. (NGS)
Kelly has worked in the Medicare field for 10 years. Her experience entails completing all types of desk reviews and the final settlement of
these reviews. Kelly also plans, directs, & controls provider audits. Other responsibilities include interim rate reviews, tentative cost report
reviews, and cost report wage index reviews. She also oversees the work of lower level associates as well as mentor associates to increase
their Medicare knowledge. Kelly graduated with a BS in Finance with a minor in Philosophy from Bentley College in Waltham, MA. Other
positions held prior to Medicare include a Pricing Analyst at State Street Corp in Boston, MA and a Lease Administrator for Pyramid
Management Co. in Syracuse, NY.
Donald Fry, Director, Risk Advisory Services, Western Area (KPMG, LLP)
Mr. Fry’s responsibilities focus nationally on the development and support of KPMG’s Medicare, Medicaid and other cost reimbursement and
compliance reporting software tools for hospitals, skilled nursing facilities, home offices, and other health care providers as well as Medicare
and Medicaid Fiscal Intermediaries. He has over 34 years working for KPMG and predecessor firms, specializing in healthcare.
Mr. Fry graduated from Loyola Marymount University in Los Angeles with a MS in Computer Science, MBA in Finance, and BBA in Finance.
He is a member of the Southern California Chapter of the Health Care Financial Management Association, where he is a member of the
Government Programs Committee. He is a frequent speaker at HFMA seminars around the country.
Janine Mangione, CPA, Partner (TBG)
Janine is a Partner in TBG’s Healthcare/Tax-Exempt Division. Janine has serviced the healthcare market providing accounting, audit and
consulting services to nursing homes, diagnostic and treatment centers, homecare, and independent and assisted living facilities in New York
State for 20 years. Janine regularly hosts training seminars for financial managers on topics such as accounting and auditing, Medicaid rate
review, cost report preparation, and third-parties. She works closely with many associations assisting with rate and reimbursement analyses.
Joseph W. Sellars, Director, Advisory Services (KPMG, LLP)
Mr. Sellars is a Director in KPMG LLP’s Healthcare Advisory Services practice in the Jacksonville office. He has over 35 years of experience in
the development of healthcare compliance reporting software tools and other applications to support healthcare financial management
functions.
Prior to his 30 years with KPMG, Mr. Sellars was a software developer and consultant with a Jacksonville-based health care consulting firm
that merged with KPMG in 1984.
Mr. Sellars received a Bachelor’s of Science degree in Systems Science from the University of West Florida (Pensacola).
Mr. Sellars is an active member of the Florida Chapter of the Healthcare Financial Management Association. His work within HFMA includes
serving as President of the Florida Chapter during 1997-98 and extensive committee participation. He is also a frequent speaker at various
HFMA chapters’ meetings on the topic of current Medicare cost reporting form changes and requirements.
2015 HFMA ROCHESTER & WNY CHAPTER SPONSORS
Platinum Sponsors
Gold Sponsors
EFP Rotenberg
Lumsden McCormick, LLP
McKay Consulting
Passport Health Communications, Inc.
Excellus
Freed Maxick CPAs, P.C.
Fust Charles Chambers, LLP
Salient Management Company
Silver Sponsors
First American Healthcare Finance
Harter, Secrest & Emery
Kronos
Physician’s Reciprocal Insurers
Hodgson Russ Attorneys
Physician’s Reciprocal Insurers
The SSI Group, Inc.
Bronze Sponsors
Harris Beach, PLLC
M&T Bank
CBCS
Damon Morey, LLP
JP Recovery Services, Inc.
KPMG
MED-REV Recoveries, Inc.
SUMMIT Health Care Solutions
Toski & Co., P.C.
Univera Healthcare
Unyts
2015 Annual Cost Report Briefing & Workshop
Driving Directions to Clarion Hotel Batavia
8250 Park Road, Batavia, New York 14020
585-344-2100
The Clarion Hotel Batavia is conveniently located between Rochester and Buffalo, just off of the New York State Thruway. From the interstate I‐90 (NYS Thruway), take Exit 48. Continue straight off exit through one stoplight, 0.5 miles. Turn left on to Park Rd., the hotel is on the right.