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Where Passion Meets Purpose MIDSOUTH INSTITUTE 2018 JANUARY 17-19, 2018 ANNUAL 17 TH

MidSouth inStitute Where 2018 Passion.… · Bolder Healthcare Solutions ... Lynann Papan Arkansas Chapter CompleteCare ... 8:15 am Welcome - David Butler & Mark Hartman, MidSouth

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WherePassionMeetsPurpose

MidSouthinStitute2018

January 17-19, 2018

ANNUAL17th

2 | 2018 MidSouth Institute

Advanced Recovery Systems

Argos Health, Inc

BKD

Bolder Healthcare Solutions

Franklin Collection Service, Inc

HCFS, Inc

Healthcare Providers Insurance Company

High Cotton

HORNE LLP

HUB International

MSCB, Inc

NET REVENUE ASSOCIATES

NRA-National Recovery Agency

Patientco

Professional Credit Management, Inc

PROMEDICAL

RevClaims, LLC

the CMI group

The MASH Program, A PatientMatters Company

Wakefield & Associates

Conference Exhibiting Sponsors ........ 2

Educational Credits Info. ........................ 3

Committee Members ............................... 3

Schedule At A Glance .............................. 4

Event Details & Descriptions ................ 5-19

Registration Details ................................... 20

Accommodations & Policies ................. 21

ContentS

ConFeRenCe eXhiBitinG SPonSoRS

3 | 2018 MidSouth Institute

eduCAtionAL CReditSArkansas 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.

Arkansas Chapter HFMA is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. (Sponsor number 009840)

Prerequisites and advance preparation are not required unless otherwise indicated. A maximum of 15 CPE credits is available. All courses are instruction method GROUP LIVE. All sessions will incorporate an element of participant engagement, and there will be time for questions after each session.

Mark Hartman Arkansas Chapter Spectrum Health Partners Co-Chair

David Butler Mississippi Chapter HORNE LLP Co-Chair

Mike Phillips Tennessee Chapter CBC

Lynann Papan Arkansas Chapter CompleteCare

Charla Rowley Mississippi Chapter Southwest MS Regional Medical Center

John Bone Tennessee Chapter Wakefield & Associates

Julie Carpenter Arkansas Chapter Baptist Health - Little Rock

Jim Waddlington Mississippi Chapter Vintage Health

Lori Crocker Tennessee Chapter HORNE LLP

Tiffany Holiman ShowMe of Missouri BKD LLP

Tami Hill Arkansas Chapter MidSouth Institute Event Coordinator

Brad Adams Tennessee Chapter Vanderbilt University Medical Center Webmaster

Brent Beaulieu Arkansas Chapter Baptist Health - Little Rock CPE Coordinator

MidSouth inStitute 2018 CoMMittee

4 | 2018 MidSouth Institute

2018 MidSouth inStitute SCheduLe At A GLAnCeWedneSdAy, JAnuARy 17

tiMe eVent RooM toPiC SPeAKeR CouRSe / CPe

11:00 am - 5:00 pm Registration - Conference Foyer 2nd Floor

1:00 - 4:00 pm Exhibit Setup - Ballroom A, B, C, D & Conference Foyer

1:00 - 2:00 pm General Session Magnolia CFO Panel – Hard TrendsModerator David ButlerPanelists Steve Rose, Brian Craven, Carl Rudd

MS1801Management Services

2:00 - 2:15 pm Refreshment Break - Registration Desk/Conference Foyer

2:15 - 3:30 pm General Session Magnolia Population Health Management Strategies Grayling YarbroughMS1802

Specialized Knowledge

3:30 - 3:45 pm Refreshment Break - Registration Desk/Conference Foyer

3:45 - 5:00 General Session MagnoliaMergers & Acquisitions What to Expect

Eb LeMasterMS1803

Finance

5:00 - 6:00 pm Board Meetings Tennessee - Natchez Mississippi - Board Room Arkansas - Memphis

6:00 - 7:30 pm Opening Reception with Exhibitors - Ballroom A, B, C, D & Conference Foyer

thuRSdAy, JAnuARy 18tiMe eVent RooM toPiC SPeAKeR CouRSe/CPe

7:00 - 8:00 am Breakfast with Exhibitors - Ballroom A, B, C, D and Conference Foyer

7:00 am - 3:30 pm Registration - Conference Foyer

8:00 - 8:15 am Welcome - David Butler & Mark Hartman, MidSouth Institute Co-Chairs - Magnolia

8:15 - 9:30 am General Session Magnolia Innovation – It is a Culture Scott VogelMS1804

Business Management & Organization

9:30 - 10:00 am Break with Exhibitors - Ballroom A, B, C, D and Conference Foyer

10:00 - 11:45 am General Session MagnoliaThe Latest Healthcare Regulatory and Legislative Issues Moving Through Congress, HHS, and CMS

Andy BresslerMS1805

Specialized Knowledge

11:45 - 1:00 pm Lunch - Ballroom A, B, C, D

1:00 - 2:15 pmConcurrent Sessions

Financial NashvilleRevenue Recognition Standard and Application Update

JT Blalock MS1806

Accounting

Revenue Cycle MagnoliaOptimizing and Expanding Clinical Documentation Improvement

Ben Beadle-RybyMS1807

Specialized Knowledge

2:15 - 2:30 pm Break with Exhibitors - Ballroom A, B, C, D and Conference Foyer

2:30 - 3:45 pmConcurrent Sessions

Financial NashvilleLease Accounting: What does it mean for the health care industry?

Jaye WaynickMS1808Accounting

Revenue Cycle MagnoliaThe CFO and Revenue Cycle Leader’s Guide to Managing Accounts Receivable

Ben Beadle-RybyMS1809

Management Services

3:45 - 4:15 pm Break with Exhibitors - Ballroom A, B, C, D and Conference Foyer

4:15 - 5:30 pm General Session Magnolia CFO Panel - Mergers and Acquisitions Moderator Mark Hartman Panelists Roger Mattke, Bill Griffin, Stuart Hill

MS1810Finance

5:30 - 6:30 pm Reception with Exhibitors - Ballroom A, B, C & D and Conference Foyer

8:00 - 11:00 pm Afterhours Networking - BB Kings 143 Beale St - Sponsors HORNE LLP and The MASH program, a Patient Matters Company

FRidAy, JAnuARy 19tiMe eVent RooM toPiC SPeAKeR CouRSe/CPe

7:30 - 8:30 am Breakfast with Exhibitors - Ballroom A, B, C, D and Conference Foyer

10:30 am Exhibit Breakdown - Ballroom A, B, C, D and Conference Foyer

8:30 - 9:45 am General Session MagnoliaCybercrime from a Law Enforcement Perspective

Special Agent Tim MarshMS1811

Management Services

9:45 - 10:15 am Break

10:15 - 11:30 am General Session MagnoliaThe State of Medical Cannabis in Healthcare Finance

Adam Grimmett & Phillip Smith

MS1812Specialized Knowledge

5 | 2018 MidSouth Institute

wedneSday 1:00 - 2:00 PM | General SeSSion | MaGnolia

CFo PAneLhARd tRendS

a ModeraTed Panel diSCuSSion CPE Type: Management Services | 1.0 CPE Credits Level: Basic | Prerequisites - None | Course MS1801

This presentation will provide insights into the ever changing healthcare industry. The panel will discuss hard trends impacting their facilities including (1) population health, (2) aging patients, (3) cyber risks and (4) regulatory and statutory changes.

Learning Objectives:

• The participant will gain an understanding of the strategies health systems are faced with as they relate to the hard trends encountered by the healthcare industry.

• As reimbursement declines within the healthcare industry, the participant will gain an understanding of regulatory and statutory changes impacting hospital and health systems.

Moderator - David L. Butler, CPA, FHFMA - Partner, HORNE LLP

David serves HORNE LLP as a partner in healthcare services. He provides healthcare consulting services for hospitals and other healthcare institutional facilities in areas such as Medicare/Medicaid cost reports, reimbursement issues and compliance.

He joined HORNE in 2001 and has more than 25 years of experience.

David received his Bachelor of Science in Business Administration with a major in accounting from The University of Southern Mississippi.

Professional Affiliations

• American Institute of Certified Public Accountants

• Mississippi Society of Certified Public Accountants

• Mississippi Chapter of Healthcare Financial Management Association, Past President

• Healthcare Financial Management Association, Chapter Advancement Team

Community Involvement

• Madison Ridgeland Youth Club, Board Member

6 | 2018 MidSouth Institute

Panelist - Brian Craven - Chief Financial Officer – Magnolia Regional Medical Center

Brian Craven is the SVP Finance/CFO of Magnolia Regional Health Center a 200-bed acute care community hospital that is jointly owned by the City of Corinth and Alcorn County, Mississippi. Prior to his role at Magnolia, Mr. Craven had multi-facility roles with Iasis Healthcare in Franklin, TN and LifePoint Hospitals in Brentwood, TN. Mr. Craven has had senior hospital financial leadership positions with hospitals in Alabama, Arizona, California, Florida, Kentucky, Mississippi, Nevada, North Carolina, Texas, Virginia, and West Virginia. He is a member of the Mississippi Hospital Association Board, the Corinth School district Foundation Board, and Envision Corinth 2040 steering committee. He has been married to Amy Nixon Craven for 25 years. They have two children, Courtney, a sophomore at Ole Miss, and Nick, a junior at Corinth High School.

Panelist - Steve Rose - Chief Financial Officer – Conway Regional Health System

Steve Rose is Chief Financial Officer of Conway Regional Health System, and serves as Treasurer of several of its related entities. His responsibilities include overseeing all financial operations as well as helping form the health system’s vision for the future.

Steve served as National Chair of the Healthcare Financial Management Association, (HFMA) which he did during the 2013-2014 term, and currently serves as the Immediate Past Chair and Governance Committee Chairperson.

A member of HFMA since 1985, Mr. Rose’s involvement with the National Association has also included serving on the Regional Executives Council (chair 2009-10), the National Advisory Councils, the Executive Council, the Board of Directors, the Executive Committee, the Audit and Finance Committee (chair 2011-12), the Strategic Planning Committee (Chair 2012-13), and the Healthcare Leadership Council (chair 2012-13).

He has also served the Arkansas Chapter of HFMA as Director, Secretary, Treasurer, President-Elect, and President and Region 9 as Regional Executive. He has received the Follmer Bronze, Reeves Silver, Muncie Gold, and Medal of Honor merit awards.

Mr. Rose is a Fellow of HFMA and a Certified Public Accountant. He holds a Bachelor of Science degree in Accounting from Arkansas State University, Jonesboro, Arkansas.

Panelist - Carl Rudd - Administrator – The Jackson Clinic

Carl is the Administrator of the Jackson Clinic located in Jackson, TN where he implements policies and directives of the Board of Directors, has overall responsibilities for personnel, expenditures and physician consultations. Carl has been with the clinic since 1976. Carl is a graduate of The University of Texas at Austin.

7 | 2018 MidSouth Institute

wedneSday 2:15 - 3:30 PM | General SeSSion | MaGnolia

PoPuLAtion heALth MAnAGeMent StRAteGieS

GraylinG yarbrouGh, Mha - direCTor PoPulaTion healTh - ChriSTuS healTh

CPE Type: Specialized Knowledge and Application 1.5 CPE Credits | Level: Basic | Prerequisites - None Course MS1802

This presentation will be an overview of key learnings in the journey from volume to value. CHRISTUS Health has taken tremendous strides in our journey from being almost exclusively a volume based hospital healthcare system, to being one that embraces the move from volume to value. We will discuss our key learnings which have informed this integrated journey. Key takeaways will include a greater understanding of how to develop your Population Health Management strategy and realistically apply these strategies for success in the shift from volume to value.

Learning Objectives:

• The participant will better understand how to realistically apply Population Health Management strategies for success in your organization.

• The participant will better understand the keys to developing a Population Health Management Strategy.

Grayling Yarbrough is currently the Director of Population Health Management at CHRISTUS Health. In this role he is responsible for the executive leadership of the CHRISTUS Louisiana ACO, CHRISTUS Louisiana Quality Alliance, and other value based care initiatives. CHRISTUS Louisiana ACO is a Track 1, Medicare Shared Savings Program ACO with over 20,000 Medicare beneficiaries and 350 physician participants. CHRISTUS Louisiana Quality Alliance is a statewide clinically integrated network, which participates in various value based agreements with commercial payers.

Arriving at CHRISTUS Health as the System, Administrative Fellow in 2012, Grayling participated in projects related to significant cost savings within CHRISTUS hospitals through process redesign, labor productivity, and operational efficiency.

8 | 2018 MidSouth Institute

wedneSday 3:45 - 5:00 PM | General SeSSion | MaGnolia

MeRGeRS & ACquiSitionS WhAt to eXPeCt

eb leMaSTer - ManaGinG direCTor Ponder & Co.

CPE Type: Finance | 1.5 CPE Credits | Level: Basic Prerequisites – None | Course MS1803

This presentation will cover the following topics:

• Trends in national healthcare and the mid south in particular • Consolidation activity in the mid south • Framework for future success and how that translates to health systems and hospitals • Alignment structures in the market today • Creative solutions others have pursued • Criteria to assess future opportunities • Tools for the future, including scorecards • Q&A

Learning Objectives:

• Participants will gain a better understanding of the latest developments in consolidation activity in healthcare.

• Participants will better understand the range of structures used in alignment activity today.

• Participants will be given the tools to assess future opportunities.

Mr. LeMaster has more than 20 years of investment banking and corporate development experience. His corporate finance track record includes 75+ M&A transactions, public equity and debt offerings and private placements totaling more than $4 billion. Since joining Ponder in 2007, Mr. LeMaster has focused on financial advisory engagements on behalf of hospitals and health systems across the country in a wide array of transactions including mergers, acquisitions, divestitures, joint ventures and healthcare real estate monetizations. In addition, he frequently works with clients on the assessment and evaluation of strategic options, as well as fairness opinions and valuations.

Prior to joining Ponder & Co., he was Vice President of Development for Ardent Health Services, a hospital management company with 12 acute care hospitals and more than 2,100 beds, as well as 20 inpatient behavioral hospitals across the US. Ardent was also one of the largest providers of inpatient behavioral services with 20 hospitals and approximately 2,000 beds prior to the sale of the division in 2005. At Ardent, he focused on acute care and behavioral acquisitions; worked extensively on the development of a physician joint venture hospital; facilitated the consolidation of two tertiary hospitals and the purchase, sale and development of medical office buildings.

Previously, Mr. LeMaster spent eight years in investment banking, most recently as a director with Robert W. Baird & Co., where he focused on M&A transactions, public equity and debt offerings and private placements.

Mr. LeMaster holds an M.B.A. and bachelor’s degree from Vanderbilt University in Nashville, Tennessee.

9 | 2018 MidSouth Institute

ThurSday 8:15 - 9:30 aM | General SeSSion | MaGnolia

innoVAtion – it iS A CuLtuRe

SCoTT VoGel - exeC. direCTor for innoVaTion reGional one healTh

CPE Type: Business Management & Organization 1.5 CPE Credits | Level: Basic | Prerequisites - None Course MS1804

Innovation is a way of thinking beginning with the CEO and moving down through the organization. It is the ability to have a process in place while taking risks that will not jeopardize the well-being of patient care or delivery of care by the staff. This can include a “safe” space to create a laboratory environment in which to brainstorm ideas, create new products or services, or a place for testing and implementation.

Innovation is not like any other area, because it is a unique culture that promotes ownership within a staff member’s department. The staff member or a team within that department recognizes an opportunity for improvement through an app, a medical device, other technology, or just an improved process to move toward a solution. They don’t wait until they are told about the problem; they know it and own it.

It is difficult to change a culture that is rooted in following orders, since healthcare is so regulated. Culture can’t be taught, but should be demonstrated through leadership providing the staff with the freedoms to express their opinions, the tools to make the changes, and support to implement the changes. As fast as change is happening, healthcare facilities will need to control innovation or they will be left behind.

Learning Objectives:

• Culture is about a community and not an individual

• Making a mistake is not a failure

• Empower and encourage

Scott Vogel has recently accepted his “first” corporate job as the Executive Director for Regional One Health Center for Innovation. The Center for Innovation offers an internal incubator for staff innovation and a “post-acceleration” program for external teams that have completed an accelerator program. As a serial entrepreneur throughout his career, he has a strong interest for innovation, creative thinking, and building new businesses. He has built his career in the healthcare innovation and technology sector for 18 years. His community involvement includes being on the St. Jude Children’s Research Hospital/ALSAC Board serving as a National Committee Member, the board of the University of Memphis Research Foundation Board, Jewish Community Partners Executive Committee Member, Plough Towers Executive Committee member and current member of the Epicenter’s Tech Council. Additionally Mr. Vogel was President of TN HIMSS (Healthcare Information and Management Systems Society) Chapter from 2002-2006.

10 | 2018 MidSouth Institute

This presentation discusses the latest healthcare regulatory and legislative issues moving through Congress, Health and Human Services (HHS) and, the Centers for Medicare and Medicaid Services (CMS). This presentation also focuses on several key issues such as:

• Where we are with the Affordable Care Act (ACA) as we prepare for the 2018 plan year • What ACA legislative and regulatory changes to expect; where we are regarding potential repeal-and-replace legislation • Update on CMS Medicare payment regulations for FY2018 for providers, including inpatient/outpatient hospitals, LTCHs, IRFs, SNFs, inpatient psychiatric, home health, hospice, physicians, ASCs, and dialysis • Other CMS Regulatory relief efforts, including modifications and delays to CMS Demonstration programs • Medicaid payment reforms and waiver efforts in the states • CHIP re-authorization, along with potential Medicare extender provisions that expire at the end of FY2017 • Update on drug pricing efforts, including potential modifications to Medicare Part B drug

Learning Objectives:

• Examine the impact of legislative and regulatory changes on hospitals, physicians, health plans, post-acute providers, and pharmaceutical manufacturers

• Review strategic and operational plans to succeed in a changing regulatory environment

• Identify potential changes in healthcare reform given the shifting political environment

Mr. Bressler joined Bank of America in 1995. He provides analysis of trends, forecasts, legislative and regulatory impacts, and strategic directions for the healthcare industry. He works with both the fixed income and equity healthcare research teams, as well as the Bank’s healthcare investment banking team.

Before joining Bank of America, Mr. Bressler was director for policy and research at the National Institute for Health Care Management, where he provided analysis of both healthcare legislation and healthcare market trends.

Prior to helping form the National Institute for Health Care Management, Mr. Bressler was an associate in the Strategy Practice of Mercer Management Consulting. There he worked in a variety of industries, including healthcare, insurance, telecommunications, computer equipment, textiles, and industrial products. Mr. Bressler consulted with corporations on benchmarking, business development, corporate restructuring, acquisitions, finance and marketing plan development.

Mr. Bressler received an MBA, as a Dean’s Scholar, from the University of North Carolina–Chapel Hill. He received an M.S. and a B.S., cum laude, from the University of Michigan. He also serves on the Board of Directors of the University of Michigan Alumni Association.

Mr. Bressler lives in Washington, D.C. with his wife Shellie, and twin sons, Adam and Casey.

ThurSday 10:00 - 11:45 aM | General SeSSion | MaGnolia

the LAteSt heALthCARe ReGuLAtoRy And LeGiSLAtiVe iSSueS MoVinG thRouGh ConGReSS, hhS, And CMS

andy breSSler - ManaGinG direCTor bank of aMeriCa Merrill lynCh Global reSearCh

CPE Type: Specialized Knowledge and Application 2.0 CPE Credits | Level: Basic | Prerequisites - None Course MS1805

11 | 2018 MidSouth Institute

ThurSday 1:00 - 2:15 PM | finanCial | naShVille

ReVenue ReCoGnition StAndARdS And APPLiCAtion uPdAte

JT blaloCk - ManaGer healThCare aSSuranCe - horne, llP

CPE Type: Accounting | 1.5 CPE Credits | Level: Basic Prerequisites – None | Course MS1806

This presentation will cover the latest updates to the revenue recognition standard and the AICPA’s Healthcare Revenue Recognition Task Force. Healthcare revenue recognition is complex and will take time to implement the new standards. Providers need to start now to avoid surprises and know how their financials will be affected.

Learning Objectives:

• Participants will have a better understanding of the latest standards update.

• Participants will better understand action steps to be taken to facilitate implementation.

JT provides assurance services to the healthcare industry at .

JT joined the firm in 2006 and has experience in the manufacturing and distribution, healthcare, not-for-profit, government contractor industries, internal audit and Sarbanes-Oxley consulting.

He graduated from The University of Southern Mississippi with a Bachelor of Science in Business Administration and a Master of Professional Accountancy

12 | 2018 MidSouth Institute

ThurSday 1:00 - 2:15 PM | reVenue CyCle | MaGnolia

oPtiMizinG And eXPAndinG CLiniCAL doCuMentAtion iMPRoVeMent

ben beadle-ryby - ParTner, reVenue CyCle adViSory board CoMPany

CPE Type: Specialized Knowledge and Application 1.5 CPE Credits | Level: Basic | Prerequisites - None Course MS1807

As health care continues its transition from fee-for-service to payment for value, clinical documentation improvement (CDI) programs must also evolve. Documentation initiatives need to support financial and quality interests, rather than only supporting one or the other. With so much revenue potential at stake, CDI programs risk losing as much as they gain unless they expand their focus to mitigating quality penalties. This discussion covers CDI governance models, best-in-class documentation specialist workflow, strategic inpatient and ambulatory expansion, and advanced models for documentation champion/physician liaison support.

Learning Objectives:

• Review recent evolutions of CDI as a function in the acute and ambulatory arenas

• Share best practices for driving physician engagement, CDIS productivity, and query effectiveness

• Highlight key analytics that drive CDI success

Ben is a revenue cycle partner charged with overseeing improvement initiatives spanning the access, mid-cycle and business office functions. He has been leading revenue cycle transformation for his clients for nearly 9 years and has partnered with over 175 health systems. His teams are responsible for helping institutions apply evidenced based improvement strategies based upon Advisory Board research, analytics and process implementation experience, concentrating on elevating financial and clinical performance, impacting revenue and cash flow, and supporting overall margin enhancement.

Across his client base, Mr. Beadle-Ryby has helped his partners achieve the following results:

• Led documentation improvement initiatives, including CDI program development and enhancement as well as data-driven physician education, resulting in average CMI improvement of 10% and quality performance improvement for expected LOS, mortality, readmissions, and complications • Returns on investment ranging from 5:1 to 30:1 across client base in documentation improvement terrain • Reduced DNFC and optimized PFS performance to result in a 14.5 day drop in A/R for 2014 HFMA Map Award winning hospital • Achieved 450+% increase in POS collections at three hospital system in mid-west • Centralized business office operations for multi-hospital health system in mid-west • Recovered $1.35M in underpayments over one year at urban health system in the northeast • Served as dedicated ICD-10 Project Manager for three hospital health system on east coast • Achieved 501(r) compliance and protected non-profit status for health system in mid-west

Mr. Beadle-Ryby holds a Bachelor of the Arts from the Colorado College, where he studied Mathematical Economics and specialized in margin analysis for hospitals and health systems.

13 | 2018 MidSouth Institute

ThurSday 2:30 - 3:45 PM | finanCial | naShVille

LeASe ACCountinG: WhAt doeS it MeAn FoR the heALth CARe induStRy?

Jaye wayniCk - ParTner/a&a direCTor ParTner bkd, llP

CPE Type: Accounting | 1.5 CPE Credits | Level: Basic Prerequisites - None | Course MS1808

This presentation will cover the FASB’s proposed changes to the current lease accounting model. The presentation will enumerate the differences between the current and future lease accounting landscapes, as well as the new standard’s implications moving forward. Participants will gain a practical understanding of one of the industry’s most controversial standards from one of the MidSouth’s most qualified experts. As with any standard, it will affect each industry differently, and health care is no exception. This presentation will explain the effective date, the transition, and the additional reporting requirements.

Learning Objectives:

• After this presentation, participants will have a clear understanding of the differences between the current lease accounting standards and the upcoming lease accounting standards.

• After this presentation, participants will be able to apply this knowledge to their hospital’s financial reporting, as well as understand the increased amount of information that is needed for this standard.

Jaye has more than 17 years of public accounting experience and currently serves as the accounting & auditing director for BKD’s Little Rock, Rogers and Fort Smith offices. She is responsible for overall quality control providing concurring review of audits, attestation, reviews and compilation engagements as well as technical support on accounting and auditing issues.

She is a member of the American Institute of CPAs and Arkansas Society of CPAs.

Jaye is a 1999 summa cum laude graduate of Drury University, Springfield, Missouri, with a B.A. degree in business administration and accounting.

14 | 2018 MidSouth Institute

ThurSday 2:30 - 3:45 PM | reVenue CyCle | MaGnolia

the CFo And ReVenue CyCLe LeAdeR’S Guide to MAnAGinG ACCountS ReCeiVABLe

CPE Type: Management Services | 1.5 CPE Credits Level: Basic | Prerequisites - None | Course MS1809

Days in net accounts receivable (AR) is a key factor in determining a hospital revenue cycle’s effectiveness, as it takes into account both internal processes and payer workflows. Industry-wide, AR is creeping up. Poor performing organizations experience significant delays between patient discharge and final payment, which negatively impact both cash flow and cash on hand. This discussion details what benchmarks and best practices you can leverage for a renewed focus on decreasing your organization’s net AR days.

Learning Objectives:

• Review industry trends for AR performance compared to cost to collect

• Identify new best practices for managing AR, staff productivity, and overall cash flow in a smart, efficient manner

• Discuss the merits of how an integrated acute and ambulatory revenue cycle can support AR management across the health system enterprise

Ben is a revenue cycle partner charged with overseeing improvement initiatives spanning the access, mid-cycle and business office functions. He has been leading revenue cycle transformation for his clients for nearly 9 years and has partnered with over 175 health systems. His teams are responsible for helping institutions apply evidenced based improvement strategies based upon Advisory Board research, analytics and process implementation experience, concentrating on elevating financial and clinical performance, impacting revenue and cash flow, and supporting overall margin enhancement.

Across his client base, Mr. Beadle-Ryby has helped his partners achieve the following results:

• Led documentation improvement initiatives, including CDI program development and enhancement as well as data-driven physician education, resulting in average CMI improvement of 10% and quality performance improvement for expected LOS, mortality, readmissions, and complications • Returns on investment ranging from 5:1 to 30:1 across client base in documentation improvement terrain • Reduced DNFC and optimized PFS performance to result in a 14.5 day drop in A/R for 2014 HFMA Map Award winning hospital • Achieved 450+% increase in POS collections at three hospital system in mid-west • Centralized business office operations for multi-hospital health system in mid-west • Recovered $1.35M in underpayments over one year at urban health system in the northeast • Served as dedicated ICD-10 Project Manager for three hospital health system on east coast • Achieved 501(r) compliance and protected non-profit status for health system in mid-west

Mr. Beadle-Ryby holds a Bachelor of the Arts from the Colorado College, where he studied Mathematical Economics and specialized in margin analysis for hospitals and health systems.

ben beadle-ryby - ParTner, reVenue CyCle adViSory board CoMPany

15 | 2018 MidSouth Institute

ThurSday 4:15 - 5:30 PM | General SeSSion | MaGnolia

CFo PAneLMeRGeRS And ACquiSitionS

CPE Type: Finance | 1.5 CPE Credits | Level: Basic Prerequisites - None | Course MS1810

This presentation will provide insights and working knowledge around strategic mergers and acquisitions within the Healthcare Industry. Each of the presenters has been involved with either mergers or acquisitions within the past several years and will offer first-hand experiences related to the advantages and pitfalls from community perception, staffing and patient services.

Learning Objectives:

• The participant will gain and understanding the strategy related to mergers and acquisitions within the healthcare industry.

• The participant will gain an understanding of the planning / implementation phases of merger and acquisitions.

• The participant will obtain a better understanding of the key financial advantages and pitfalls of mergers and acquisitions.

Moderator - Mark Hartman - Partner - Spectrum Health Partners

Mark Hartman has been in Healthcare management since 1993. Mr. Hartman has served in a variety of roles with various healthcare companies including Chief Executive Officer, Chief Financial Officer, Regional Chief Financial Officer and Executive Director just to name a few. Mark has worked with not-for-profit companies, for-profit companies, multi-specialty physician offices, independent hospitals, affiliated group hospitals and other healthcare companies. He is a Certified Public Accountant and earned his Bachelors of Business Administration from the University of Central Arkansas. Mr. Hartman served as an Audit Manager with a certified public accounting firm for eight years, specializing in healthcare, prior to his history in healthcare management.

In his spare time, Mark works with various civic, church and professional organizations. He remains active in Healthcare Financial Management Association having served as President of the Arkansas Chapter and Regional Executive for Region 9. In 2012 Mark was awarded the prestigious honor of CFO of the Year for Large Private Companies by Arkansas Business.

a ModeraTed Panel diSCuSSion

16 | 2018 MidSouth Institute

Panelist - Bill Griffin- Executive Vice President & Chief Financial Officer – Baptist Memorial Hospital

Mr. Griffin received his Bachelors of Accountancy from the University of Mississippi in 1982 and began his career in public accounting, working 11 years with the firms of Arthur Andersen and KPMG Peat Marwick. In 1993, Mr. Griffin joined Baptist Memorial Health Care and has served as the Chief Financial Officer for Baptist Memorial Hospital-Golden Triangle, the Chief Financial Officer for Baptist Memorial Hospital-Memphis and as Corporate System Director of Finance. In 2000, Mr. Griffin was promoted to Vice President of Corporate Finance and also served as Corporate Privacy and Security Officer. On January 1, 2016 Mr. Griffin was promoted to Senior Vice President and Chief Financial Officer for Baptist Memorial Health Care Corporation.

Mr. Griffin is a Certified Public Accountant, a Chartered Global Management Accountant, a Fellow of the Healthcare Financial Management Association and an HFMA Certified Healthcare Financial Professional.

Panelist - Stuart Hill - Vice President Treasurer – Unity Health – White County Medical Center

Stuart started at Unity Health | White County Medical Center in 1988 as Vice President/Treasurer and continues to hold that position. He began his healthcare career with Baptist Memorial Hospital in Memphis, TN in 1977. During his tenure, Unity Health’s balance sheet has grown from $7 million to $270 million. He was involved with the purchase of two rural for-profit hospitals, one in 2005 and another in 2015 as well as numerous clinics. Unity Health currently has on-going operations of 22 physician clinics and three hospital locations. He received his B.B.A from the University of Memphis (aka Memphis State) and his M.B.A. for Arkansas State University.

Panelist - Roger Mattke - Senior Vice President / Chief Financial Officer – Lafayette General Health

Mr. Mattke began employment at Lafayette General Health as Director of Finance in 1999 and in March 2000 was named Senior Vice President/Chief Financial Officer. He earned a Bachelor of Arts degree in Accounting and Business Administration from Huron University, Huron, South Dakota and completed his Master’s degree in Business Administration from the University of Louisiana-Lafayette, Lafayette, Louisiana. He has over 30 years of healthcare experience. Mr. Mattke began his professional career in 1983 at Huron Regional Medical Center, Huron, South Dakota where he served various roles during his six-year employment including Patient Accounts Manager, Director of Materials Management, and Assistant Controller. He was employed as the Controller at Cannon Falls Community Hospital, Cannon Falls, Minnesota from 1989-1991, the Corporate Controller at Naeve Health Care Association, Albert Lea, Minnesota from 1991-1997, the Controller and interim Chief Financial Officer at Albert Lea Medical Center-Mayo Health System from 1997-1999.

Mr. Mattke has been a member of the Healthcare Financial Management Association since 1990. He is an advanced member and is certified as a FHFMA. He currently serves as the National Regional Executive for HFMA’s Region 9. He served as president of the Louisiana Chapter of HFMA in 2009-2010 and has served in various chapter leadership roles since 2004. He served as a member of HFMA’s National Advisory Committee and as a Helen M. Yerger Award Judge.

Mr. Mattke is a member of the finance committee for the Louisiana Hospital Association, serves on the LHA CFO expert panel, and is a member of the Acadiana CFO roundtable. He is a past school board member and finance committee chairman for Ascension Episcopal School in Lafayette, Louisiana and currently serves as the treasurer for the school’s Athletic Booster Club.

17 | 2018 MidSouth Institute

friday 8:30 - 9:45 aM | General SeSSion | MaGnolia

CyBeRCRiMe FRoM A LAW enFoRCeMent PeRSPeCtiVe

CPE Type: Management Services | 1.5 CPE Credits Level: Basic | Prerequisites - None | Course MS1811

This presentation will cover cyber exposures from a law enforcement perspective as well as the best practices for the healthcare industry. Breach/Case studies will be reviewed to provide practical tips for possible prevention methods. Cyber is a very important discussion in all organizations, no matter the size. Organizations are seeking solutions to manage the financial exposure to cyber risk. Unfortunately, even the most vigilant network security and most comprehensive privacy policies are vulnerable to hackers, rogue employees, social engineering, vendor negligence and human error. This course will provide practical tips from a law enforcement perspective to help organizations prevent incidents.

Learning Objectives:

• Third Party Risk

• Risk vs. Reward

• Social Media

Timothy S. Marsh transferred to the Memphis Division in July of 2015. He has been assigned to investigate violations of law affiliated with Cyber and Counterintelligence matters. He also is currently serving as the InfraGard Coordinator.

Mr. Marsh began his career as a special agent with the FBI in 2004, where he was assigned to the New Orleans Field Office. Mr. Marsh investigated a variety of counterintelligence matters, and in 2009 was transferred to the Los Angeles Field Office where he continued his work with counterintelligence. In 2011, he was named supervisory special agent of the cyber program in the New Orleans Field Office.

In April of 2013, he was selected as the Unit Chief of the Cyber Division’s Guardian Victim Analysis Unit responsible for ensuring the FBI successfully implemented the Guardian for Cyber program.

Before entering the FBI, Mr. Marsh worked as an engineer with a company in the Memphis area, specifically associated with the manufacturing of HID lighting products as well as computer/networking management. He received a Bachelor of Science degree from Memphis University in 1999.

SPeCial aGenT TiM MarSh MeMPhiS ChaPTer infraGard CoordinaTor fbi CounTerinTelliGenCe / Cyber ProGraM

18 | 2018 MidSouth Institute

friday 10:15 - 11:30 aM | General SeSSion | MaGnolia

the StAte oF MediCAL CAnnABiS in heALthCARe FinAnCe

adaM GriMMeTT & PhilliP SMiTh CPE Type: Specialized Knowledge and Application 1.5 CPE Credits | Level: Basic | Prerequisites - None Course MS1812

This seminar will highlight overall best practices when it comes to managing employees that are medical card holders, what you need to know about patients who treat with medical cannabis and how insurance carriers plan to react to it. Finally, we will cover the professional liabilities that medical professionals face surrounding the industry. The information we will be bringing to the table is what we have learned in Arkansas in the last 13 months and is based on real world knowledge from a Risk Management Professional that has had a front row seat to watching the birth of a brand-new industry unfold.

Learning Objectives:

• The state of Cannabis in the South

• What employers should know about Cannabis in the work place

• How Cannabis reacts to insurance on the patient side

• How MD’s and other professional’s liability will react to Cannabis

• Things to watch out for in the Cannabis industry around the medical profession

Adam Grimmett - Risk Consultant – Risk Services of Arkansas LLC

Adam Grimmett works for INSURICA/Risk Services of Arkansas. He specializes in the area of medical cannabis and is the Vice President of the Arkansas Cannabis Industry Association. INSURICA has been around since the early 90’s, specializing in middle market to large commercial accounts and surety bonds. Adam was born and raised in Little Rock, AR. He was active duty for the US Army for four years including an 18 -month combat deployment to Afghanistan. In the army, Adam served as a combat engineer and conducted over 400 combat missions while receiving two Combat Action Badges. After the military, Adam was recruited by Frank Fletcher, a prominent Arkansas businessman who was mentored by the Walmart founder, Sam Walton. Fletcher remains a mentor to Adam today. Adam’s focus is serving the medical cannabis industry with a high moral code and educating professionals on the future impact of the industry.

19 | 2018 MidSouth Institute

Phillip Smith, MHA - Healthcare Practice Group Leader – Insurica

Phillip Smith is INSURICA’s national Healthcare Practice Leader. From his years of experience in the Healthcare industry, Phillip protects the assets of healthcare professionals, hospitals, and facilities through risk management and insurance solutions.

Phillip began his career as an emergency medical technician where he learned first-hand what it was like to face life and death decisions. In the back of an ambulance, both on the ground and in the air, he learned the importance of compassion, empathy, and competency and how these values impact the lives of patients forever. He continued his passion for healthcare through his academic studies and in 1999 he earned a Master of Healthcare Administration from the University of Oklahoma.

Upon graduation he had the privilege of becoming a healthcare lobbyist representing the interests of providers in the halls of Oklahoma’s state capitol. He witnessed how the bills, policies, and laws by governing leaders have a profound impact on the industry. Over the course of a decade he worked

with healthcare providers in business development and quality improvement, serving the interests of providers and patients through participation in numerous public policy forums, councils, and boards. Phillip joined INSURICA’s Healthcare Practice in November 2012.

Industry Involvement:

• Professional Liability Underwriting Society Member • House of Healing, Board President • Mid America Christian University Curriculum Advisor and Adjunct Instructor • University of Oklahoma Alumni Member

20 | 2018 MidSouth Institute

ReGiSteR onLine At WWW.hFMAMidSouth.oRGReGiStRAtion tyPe By JAnuARy 5, 2018 JAnuARy 6, 2018 oR LAteR

HFMA Member Full Conference ................................$300.00 .....................................$350.00

Non-HFMA Member Full Conference ......................$325.00 ......................................$375.00

HFMA Member qualifying for .....................................$150.00 .......................................$200.00 provider discount*

Non-HFMA Member qualifying for ...........................$175.00 .......................................$225.00 provider discount*

Student ...............................................................................$75.00 .........................................$125.00

*Qualifying Provider: For purposes of determining the ‘Provider Discount’ an attendee must be a healthcare professional working directly for a hospital or some other facility which provides healthcare services to patients.

Please make checks payable to: HFMA MidSouth Institute and mail to:

HFMA MidSouth Institute | ATTN: Tami J. Hill, Registrar | 419 Natural Resources Drive | Little Rock, AR 72205

ReFundS And CAnCeLLAtionSIf cancellations are received after January 5, 2018, only 50% of the registration fee is refundable. Registrants who do not cancel, cancel the day of the meeting (Wednesday), or fail to attend must pay the entire fee. Substitutions, however, are permitted. Cancellations and refund requests must be emailed. Phone and voicemail are not valid forms of communication. For more information regarding administrative policies such as complaint and refund, please contact:

Tami Hill(501) [email protected]

eduCAtionAL CReditS

This program contains a total of 15 CPE credits if all possible sessions are attended.

To receive CPE credits, you must sign in for each individual session you attend. Sign-in registers are provided for those individuals who sign and register that they need a CPE certificate. Sign-in registers will be located in each session room. If your name is not printed on the register, be sure to print your name legibly on the one of the blank lines at the end and sign next to your name and check the box you need a certificate. CPE Certificates will be emailed to each participant following the meeting. Keep a copy of this program along with your certificate for your records.

National Registry of CPE Sponsors ID Number 104700Texas State Board of Public Accountancy CPE Sponsor ID Number 009840

ReGiStRAtion

21 | 2018 MidSouth Institute

Sheraton Downtown, Memphis, TNThe hotel room rate is $126 plus fees & taxes for the nights of 1/16/18 thru 1/18/18. Rooms may be reserved by calling the Sheraton Downtown at 1-866-716-8106 before January 5, 2018. Please be sure to mention Group name HFMA MidSouth Institute to receive this rate. Online reservation is available. Check-in time is 3:00 p.m. and check-out time is 12:00 p.m. The bell desk is happy to store luggage for any early arrivals until check-in. Please Note: Sheraton does require that the first night’s room and tax deposit accompany the reservation request (a major credit card number may be used to guarantee a room in lieu of a deposit). The deposit is non-refundable if cancellation occurs within 24 hours of arrival. Discounted Valet Parking is $24 per night.

Hotel Reservation DeadlineJanuary 5, 2018

Reservations by PhoneCall 1-866-716-8106 and be sure to mention Healthcare Financial Management.

Online Reservationshttps://www.starwoodmeeting.com/events/start.action?id=1706165747&key=16F3770A

dReSS & SMoKinG PoLiCy“Business casual” attire is appropriate for all educational meetings and activities. A “No Smoking Policy” has been adopted for all meetings.

SPeAKeR PReSentAtion hAndoutSHandouts will be made available electronically 3 days prior to the meeting. All attendees will receive an email notifying them that the handouts are available on the MidSouth Institute website at hfmamidsouth.org so you can download and/or bring to the meeting if you choose.

SPeCiAL dietARy needSPlease contact Tami Hill at [email protected] of any special dietary needs, so we can try to accommodate your request.

dooR PRizeSThere will be prize drawings held on Friday, January 19th at the close of the meeting. You must be present to win.

hoteL & ConFeRenCeACCoMModAtionS

WWW.HFMAMIdSOUTH.ORG

WherePassionMeetsPurpose