Surfing the Waves of Healthcare Reform

49th Annual WSHMMA Conference

April 17-19, 2013

Red Lion at the Quay-Vancouver WA.

P.O. Box 44838 Tacoma, Washington 98448-0838 www.wshmma.org

WEDNESDAY, APRIL 17th

12:30 pm – 3:30 pm: Open Registration

1:45 pm – 3:45 pm: CMRP Overview Session

Objectives: Address what the Certified Materials & Resource Professional (CMRP) credentialing is; Focus on its value to materials professionals; Share what is involved in applying for, testing, and maintaining this certification. Describe the administrative requirements for attaining the CMRP credential Study in a targeted manner for each of the five sections of the CMRP examination Identify the sections of the CMRP practice test where attendees excel and those where they

may need additional attention

Take Aways –There will be a drawing for 1 free study guide and 1 certification test scholarship to be given away at the end of the session.

Lisa Adkins, CMRPLisa began her career at PeaceHealth in 1972, in the Pharmacy, in a variety of roles.In 1997 she became a PeaceHealth Medical Group Clinic Pharmacy Buyer, and in 2002 Lisa became a Materials Management Buyer in the purchasing department.   She has been a member of WSHMMA and ARHMM since 2008 and also became a, CMRP that same year.

Michael Moore Michael's current role in Materials Management is within the sales side of Healthcare. His daily duties cover key materials planning and forecasting as well as value analysis and the financial impact on the company. He has also had positions in marketing that involved the forecasting and planning of raw materials as well as costing models and profit analysis. Another of his previous roles was as a customer service product specialist, which provided him with the experience of working in great detail with warehousing and logistics for both custom and standard products. Michael is a certified ISO auditor and has had the opportunity to audit manufacturing, shipping and receiving processes. Michael has been part of WSHMMA since 2006. He learned about our organization from a friend, at an educational event he was attending. That event inspired him to seek more information, become a member of WSHMMA, and get involved. He became an at-large board member, as a Vendor representative, in 2008. He was then asked to be the newsletter editor in 2009.

Dave HinkleDave Hinkle, CMRP, FACHE, is the Director of Supply Chain Outreach for Providence Health & Services. Previous positions include President, Pinnacle Consulting Services, VHA's national Solution Set Practice Leader for Logistics and Supply Chain Management and Operations Redesign for McFaul & Lyons/Johnson & Johnson. In his current position Hinkle develops and maintains critical relationships with Providence’s affiliated hospitals and healthcare organizations, as well as providing internal consulting services and external consulting oversight for the 32 hospitals that make up the system.  2013 marks the ninth year Dave has presented the CMRP overview at the national conference, in addition to numerous AHRMM sponsored webinar and state and local meeting presentations.

3:45-4:00 pm: Break

4:00 pm – 5:00 pm: A Formula for Success, Standards and CommunicationCheri Berri Lesh, Value Analysis Manager

Presentation Objectives: Consolidate and standardize products for standard outcomes Contract Compliance Process to reduce waste and standardize

Cherri Berri Lesh Cheri Berri-Lesh has worked in the healthcare field for 36 years with 22 years in patient care and 19 years in Materials Management. Her current role as Value Analysis Manager provides oversight of clinical product reviews and evaluations in support of supply chain management in a large integrated delivery network. Cheri’s tenure and unique experience streamlines the connections and communication required in her work with teams to maximize efficiency and effectiveness while representing all hospital and patient care sites. She is also active in AHRMM and the Western Region Director for AHVAP.

5:30 pm – 6:30 pm: Evening Social - Open to all conference attendees

THURSDAY, APRIL 18th

7:30 am - 8:15 am: Open Registration / Networking

8:15 am – 8:30 am: President’s Welcome & Introductions of Distinguished Guests

8:30 – 8:45 am: AHRMM Update – Jerry Van Vactor, AHRMM Board MemberAHRMM 2013 -

See Bio Under Influencing Change through Collaboration Presentation Below

8:45 am – 10:15 am: Healthcare Reform is a Marathon: How to Develop Your Marathon MentalityKeynote Speaker: Matt Jones. Professional Speaker/Thought Leader

Presentation Objectives::

Discover the three components of developing a Marathon Mentality Learn the single most important factor in self-leadership and leading others Gain three strategies for increasing one’s effectiveness as a manager.

Take Aways:• That when it comes to healthcare reform it’s not the outside stuff that matters but the inside

stuff that counts.

• In order to be a great leader, you first must be a great person.

• Apply the there components of the developing your Marathon Mentality in order to be more effective as a manager

Matt Jones is a world class professional speaker and author. He is committed to  inspiring audiences and delivering strategies  to help organization thrive in the midst of adversity and excel to new heights of performance. Matt's story has been featured in both international magazine and TV shows. He hold as BA in Communication, MLS in Liberal Studies with an emphasis in Organizational Leadership, and is pursuing his doctorate in Organizational Leadership. Matt is currently the author of five books with more to come in the future. They include, Going through Hell? Don't Stop! How to Survive Your Darkest Days and Create Your Brightest Future, 101 Timeless Truths: Proverbs from Around the World, Life's a Marathon: 26.2 Winning Strategies for Personal and Professional Success, Sales is a Marathon: 26.2 Winning Strategies to Stay Motivated in Sales, and his newest one is Leadership is a Marathon: 26.2 Winning Strategies to Stay Motivated as a Leader.

Matt strives to be a thought leader who offers solutions to the problems individuals and organizations face. His mission is to help flame the fire within individuals and organizations to develop a "Marathon Mentality" in order to reach their full potential by overcoming challenges, improving daily, and striving to attain greater goal attainment as well as life fulfillment.  He is also the founder of the R.E.A.L. Leadership Academy (www.RealLeadershipAcademy.com) whose person is to develop leaders that inspire, impact, influence, and leave a lasting legacy. Matt invites you to learn more about him and how his keynotes, books and learning resources can make an impact in your life personally and professionally. 

10:15 am – 10:30 am:Break

10:30 am – 11:30 am: Current State of Healthcare ReformPat Carroll, President, Patrick E. Carroll & Associates, Inc.

Presentation Objectives: Understand the current state of the reforms on Healthcare Understand the impact of these reforms on providers, suppliers, GPOs, insurance companies,

physicians, etc. Appreciate the opportunities and challenges of these reforms on the healthcare supply chain.

Take Aways –

• Develop a strong working knowledge of the reforms in Healthcare and their various implications.

• Appreciate the complexities of the implications of the reforms (e.g., ACOs, etc.) and the challenges realized by hospitals, doctors, third party payors, etc.

• Understand and develop strategies to enhance the role of the healthcare supply chain in the successful management of the challenges in healthcare reform.

Patrick Carroll Patrick Carroll is the President and co-founder of PECA, an independent healthcare-consulting firm based in Cypress, CA. Mr. Carroll has thirty-nine years experience as a healthcare professional including healthcare consulting, healthcare senior management, and clinical research and ancillary care patient delivery management. As President of PECA, Mr. Carroll is responsible for the planning, direction, marketing, quality assurance, and client relationships of the firm.

Prior to forming PECA, Mr. Carroll was directly responsible for the development and management of the healthcare consulting practice for the Costa Mesa office of a national CPA firm which provided a wide array of consulting services to acute care, sub-acute and alternative delivery healthcare providers. He also functioned as the National Service Director for Healthcare Supply Chain and a member of the National Healthcare Operations Competency team. He has also served in an administrative capacity at two acute healthcare providers. Mr. Carroll’s specific client engagements have included:

o Materials management and supply chain projects including operational reviews, strategic planning, GPO and procurement analysis, information system selection and support, electronic commerce, etc. for individual healthcare providers and integrated delivery networks.

o Non-salary expense reduction studies with specific emphasis on physician intensive service lines such as interventional cardiology, orthopedics, etc.

o Developing and implementing negotiating strategies for physician-preference items such as cardiac stents (bare metal and drug eluting), pacemakers, orthopedic implants, etc.

o Operations analyses of a variety of support and clinical departments including perioperative services, emergency services, food service, medical records, operating room, business office, plant services, etc.

o Development of work standards, process flow reviews, and performance standards related to re-engineering studies and reductions in force.

o Revenue cycle management including revenue enhancement, charge description master restructuring, developing point-of-care charge systems, etc.

o Plaintiff and defendant litigation support for areas of technical expertise.o Financial analyses including market analysis, financial projects and product line cost accounting.

Mr. Carroll has been an adjunct professor at the University of San Francisco, the University of La Verne and University of Southern California, as well as a member of the program faculty at over one hundred twenty-five industry association conferences. He was a member of the editorial board of Hospital

Materials Management from 1982 to 1994 and 1998 to 2000. He has authored over seventy-five articles, monographs, chapters, and books on materials management and general management and has been widely quoted and interviewed in trade journals.

He is a past president of the Northern California Society for Hospital Materials Management and formerly a member of the Board of Directors for the Association of Healthcare Resource and Materials Management (AHRMM). He is a past president of AHRMM and has achieved fellowship status with AHRMM. He is also a member of the Health Care Executives, and a former board member of the Healthcare Financial Management Association, Southern California chapter. He is a founding board member of the Bellwether League and currently serves as a member of the board of directors and Secretary of the organization. Mr. Carroll received his BS degree from California State University, San Luis Obispo, and his MPH degree from UCLA.

11:45 am – 12:45 pm: Membership Luncheon – Nomination of candidatesTreasurer & Vice President

1:00 pm – 2:00 pm: 2nd Session with Key note speaker-Matt Jones

Session Objectives: see above.

2:00 pm – 3:00 pm: A Guide to Sterile ProcessingArthur Henderson, RN, BA, CNOR, GTS

Presentation Objectives: Review sterile processing activities in a Sterile Processing Department based on

recommended practices/standards Describe recent events effecting Central Sterile Supply Departments and their ability to meet

new challenges in the coming year. List and discuss the top ten pressing issues facing our Central Sterile Supply Departments

today.

Take Aways• Develop intra-departmental relationships • Ensure practices reflect policies and procedures• Yearly review of department • Education of staff

Arthur Henderson, RN, BA, CNOR, GTS, Senior Clinical Education Specialist Arthur Henderson is a Senior Clinical Education Specialist representing STERIS Corporation. Areas of responsibility include education, clinical support, troubleshooting, and issues concerning sterilization and infection control.

Prior to STERIS, Mr. Henderson was the Assistant Manager of the main Operating Room of a 327 bed acute care hospital in Northern California. He has also held the position of Clinical Educator of peri-Operative Services at a 460 bed acute care hospital in Southern California. Areas of responsibility included developing an orientation program for the operating room, developing and implementing an O.R. internship program for non-OR experienced nurses, coordinated performance improvement programs for peri-operative services, and coordinated staff development. He has over twenty two years of experience as a registered nurse and has worked in a variety of specialties including, GI, Open Heart and Neuro Surgery, and Cardio-Thoracic Intensive Care.

Mr. Henderson has an Associate Degree in Nursing from Kettering College of Medical Arts, Kettering, OH, Bachelor of Arts in French/English from Atlantic Union College, South Lancaster, MA, Certificates in Health Record Administration Program, Northeastern University, Boston, MA, Alliance Francais, Degree Moyen, Seminaire Adventiste du Saleve, Collonge, France. He is a Certified Nurse-Operating Room (CNOR) since 1994 and is a member of the Association of peri-Operative Registered Nurses, Inc. (AORN), the Society for Gastroenterology Nurses and Associates (SGNA), and the Association for Professionals in Infection Control and Epidemiology, Inc. (APIC).

Publications:Finding a balance: How SGNA infection control standards for reprocessing flexible endoscopes can work for you. Managing Infection Control, August 2004.Flash Steam Sterilization: Quality assurance and the operating room: A practical guide.OR Today, July 2005.

3:00 pm – 3:15 pm: Break

3:15 pm – 4:15 pm: Influencing Change through CollaborationDr. Jerry D. VanVactor, FAHRMM, Health Care Logistician

Presentation Objectives: Can leaders influence change in organizational behavior through collaborative

communications? Does permitting multifaceted ownership of processes throughout an organization aid in

creating opportunities for change? How can change be inculcated into organizational processes and behavior? Who can best use collaborative communications? How can change help improve processes throughout an organization?

Take Aways – Organizational change can be tough! Our organizations can be influenced by many factors – from our environment within which we work to the ideas of the people with whom we work. Too often managers hear the expression, "we've never done it that way before" when proposing a change in the way an organization performs. In this presentation, I posit (based upon research) that leaders can influence change among organizational behavior through collaborative communications - permitting ownership of processes at multiple levels of employment throughout an organization. Some of the prevalent points within this presentation will include what collaborative communication is, how it can be inculcated into organizational processes and behavior, who can use collaborative communications, and how it can help improve processes throughout an organization. While tailored to health care supply chain management, the concepts can be equally applied across multiple industries and fields of study.

JERRY D. VAN VACTORMajor Jerry D. VanVactor, DHA, CMRP, FAHRMM, is an active duty U.S. Army Medical Service Corps officer who serves as the chief of logistics for the US Army Medical Department Activity - Alaska in Fort Wainwright, Alaska. He has served in an array of leadership roles in the Army since 1989 in assignments ranging from section sergeant to drill sergeant among the enlisted ranks and from medical platoon leader to theater-level support and logistics planning in Europe-based commands as well as both Iraq and Afghanistan. He is a Fellow of AHRMM and a Demonstrated Master Logistician through the International Society of Logistics. Dr. VanVactor is currently the elected military representative on the AHRMM board of directors

4:15 pm – 5:15 pm: “Evidence Based Purchasing” Anthony Montagnola – CEO, VP, ECRI Institute

Session Objectives: Learn which emerging clinical technologies may impact healthcare providers in the next 1-5

years. Learn how key emerging clinical technologies may impact financial and clinical outcomes for

healthcare providers. Learn how healthcare reform, clinical evidence, and comparative effectiveness may impact the

diffusion of emerging clinical technologies.

TAKE AWAYS:• A practical decision rubric for better capital decision-making.• Fast facts for understanding clinical evidence and technology

Anthony J. Montagnolo, Chief Operating Officer and Executive Vice President, ECRI Institute

Since 2001, Mr. Montagnolo has served as Executive Vice President and Chief Operating Officer of ECRI Institute, an internationally recognized technology assessment and patient safety organization. With a staff of over 300, ECRI Institute is a world leader in medical technology evaluation, healthcare quality research, and evidence-based clinical assessments. Mr. Montagnolo specifically directs the activities of several ECRI publications, including its popular Health Devices Magazine.

In recent years, Mr. Montagnolo has focused on expanding ECRI Institute’s healthcare technology advisory services and consulting services. Today, over 2,000 hospitals, group purchasing, and governmental agencies subscribe to ECRI Institute’s “technology intelligence” membership programs to gain access to independent, objective research on the value, safety, and quality of healthcare technology.

Mr. Montagnolo also works with ECRI Institute customers and staff on client-specific consulting engagements typically focused on technology forecasting, planning, and assessment. A frequent presenter at seminars and leadership retreats, Mr. Montagnolo speaks on subjects such as the future of healthcare technology, strategic technology planning, and patient safety.

Prior to 2001, Mr. Montagnolo spent 5 years on ECRI Institute’s executive team as Vice President for Technology Planning. He holds a Masters Degree in Radiation Science from Rutgers University and a dual-major undergraduate degree in Biology and English from La Salle University.

5:30 pm – 9:00 pm: Product / Technology Vendor Fair and Buffet DinnerSponsored by: Carefusion

FRIDAY, APRIL 19th

8:15 am- 9:00 WSHMMA and AHRMM Updates and WSHMMA Elections Shanna Oberbeck –CMRP - WSHMMA Board President 2012-2014

AHRMM’S CQO MOVEMENTAnnette Pummell, AHRMM President

The AHRMM CQO Movement (CQO) refers to the intersection of Cost, Quality, and Outcomes, which in turn refers to a more holistic approach to the correlation between cost (of services, products, supplies, etc.), quality (of patient care, services provided) and outcomes (patient safety, well-being, experience, and satisfaction) as opposed to approaching each independently.

Objectives:Participants will:

Understand the concept of CQO and how it relates to the Supply Chain Profession Know where to access currently available resources on CQO Take 2-3 ideas back to organization to enhance the supply chain operations

Annette Pummell, AHRMM President, RN, CMRP, Chief Operating Officer, ACS

In her current role, Annette serves as COO for ACS, with oversight responsibility for supply chain, production, engineering & construction, plant management, sustainability documentation, and regulatory affairs. Annette also provides clinical support to healthcare systems both through implementation and in the ongoing management of their custom procedure trays.

Previous roles include multiple supply chain and clinical roles across the health care continuum. • Vice President, Clinical Operations, ACS• Served as a pioneer in the development and oversight of the Sourcing Collaborative (SC) Program

and Purchasing Coalitions (PC). In the eleven years Annette led this program, she expanded this service from one group of 13 hospitals to 19 groups covering over 450 hospitals.

• Supply Chain leader• Clinical roles in OR, Orthopedics, Oncology and Life Flight• AHRMM’s Board of Directors, 2009 – 2013• Current Chair AHRMM BOD

9:00 am – 10:00 am: Reprocessing - The Value Proposition: A Panel Discussion

Chris Matala – Facilitator, Harrison Medical Center, Bremerton, WA

Session Objectives:

How does a facility go about starting a reprocessing program? How do you overcome physician and clinician resistance? How does reprocessing help the environment? What changes are coming for reprocessing over the next few years?

SPEAKER: Rozi Arends, RN (Provider side)

Locally-- Rozi has spearheaded Green initiatives throughout Franciscan Health System.

Regionally-- Rozi has worked with other healthcare organizations within the community in the development of Green programs. The savings gained through optimization of the SterilMed, Stryker and Stericycle GPO Agreements have exceeded the original goals set for each of the 4 hospitals.

Nationally—Rozi has spoken at Catholic Health Association and Catholic Health Initiatives conferences on “Greening Healthcare”.Rozi is a member of two National committees: “CHI Environmental Committee” & Nurses Workgroup “Healthcare without Harm”.In her leadership role Rozi has accepted numerous awards from Practice Green Health over the last 10 years on behalf of Franciscan Health System.Not only does she exceed at Catholic Health Initiatives, she surpasses all healthcare organizations nationally in Reprocessing with SterilMed.

World Wide— Rozi is a member of the Earth Day Network, which has expanded to over 180 countries.

SPEAKER: Robert Bolinger, Strategic Sales Executive West

As the Strategic Sale Executive for the Western US for Stryker Sustainability Solutions, Robert Bolinger brings over fifteen years of consultative business/financial experience to his position within the healthcare industry. Robert’s success working for both hospitals and vendors allows for real world solutions within multi-departmental initiative implementations, focusing on cost-effective and efficient solutions specific to each hospital culture and need. As the Strategic Sale Executive for the Western US for Stryker Sustainability Solutions, Robert Bolinger brings over fifteen years of combined financial and consultative business/financial experience to his position within the healthcare industry.

Integral to Robert’s success is his ability to quickly build client trust through in-depth healthcare industry and business knowledge. Spanning multiple hospital departments, Robert works closely with customers to streamline key administrative and clinical goals of delivering more cost-effective and efficient solutions to hospitals. 

Robert has previous experience working both in the banking industry, where he focused on identifying and providing product and service solutions to meet the financial needs of his clients and as an EMT for CHW. He has presented throughout the U.S. on a wide variety of healthcare topics and remains passionate about helping his clients make smarter, more effective decisions that provide value to their hospitals.

How to Maximize Total Value with a Reprocessing Savings ProgramObjectives:

Understanding all the Benefits of Reprocessing & Remanufacturing in Healthcare Show how to build internal Hospital Reprocessing Champions (Savings, Green, Clinical) Show how a hospital can increase device buyback savings & clinical usage

Take Aways –

• Know the benefits, current limitations and future direction of reprocessing at medical health facilities and best practices towards creating inter and intra hospital partnerships to maximize savings and reduce environmental impact.

• Participants will know the facts of Reprocessing and be armed with the questions to ask how a reprocessing savings program can be specifically designed to meet the needs, goals and culture of each medical treatment facility.

SPEAKER: Erik Jacobson,

Regional Business Director, previous Account Manager, for Sterilmed

Objectives:

Respond to the reprocessing board related to the questions they may have regarding reprocessing by Sterilmed.

Outline upcoming enhancements regarding our program. Provide any necessary follow up to questions or concerns.

.

10:00 – 10:15 am: Break

10:15 am – 11:15 am: Supply Chain Continuum: What It Means to YouMike Morrelli, Owens & Minor

Presentation Objectives: Identify/baseline where the organization is in the continuum Benefits of moving towards best practice. How this impacts cost savings and quality of care.

Take Aways:• To be able to identify or start the conversation within their own organization tied to where they

are in the healthcare continuum. • What key factors of best practice are the most important to their organization.• How this can impact their organization for cost savings and quality of care.

Mike MorrelliArea Vice President at Owens & Minor, Portland, Oregon Area | Medical Devices Area Vice President at Owens & Minor, Area Director of Sales at Owens & Minor Past: Regional Sales Manager at Surgical Principals Inc, Director of Business Development at Onvia, Vice President of Sales at Direct Communication Ser...Education: Southern Oregon University

11:15 am - 11:45 am: Give Aways-----

11:45 am – 12:00 pm: Closing Statements Certificates of Attendance Issued