MHBMA Owner’s & Manager’s Conference

REGISTER EARLY! SPACE IS L IMITED!Registration open to HBMA Members Only. Registration Fee: $1295.00

Register today at www.hbma.org

Dana Point, California

Philadelphia, Pennsylvania

O&Ms i x t e e n | Y e A R s

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O& 2011The 2011 Owners’ & Managers’ Conference hasbeen designed to address the core competenciesthat have been identified as fundamental toHBMA’s educational programs.

You won’t want to miss this event that has beenrepeatedly acclaimed for the caliber of its criticalcontent, dynamic group interaction, and tremen-dous value. The conference begins on Thursdaymorning and concludes by Saturday noon. LesleyBerkeyheiser joins Robert Burleigh and DavidJakielo as the guest faculty for the 2011 program.

FEBRUARY 3-5, 2011LAGUNA CLIFFS MARRIOTT RESORT & SPADANA POINT, CALIFORNIA

OCTOBER 27-29, 2011HYATT AT THE BELLEVUEPHILADELPHIA, PENNSYLVANIA

THE 2011 O&M PROGRAM Topics will cover these core competency areas:

• ADMINISTRATION• COMPLIANCE & LEGAL• FINANCIAL• SALES & MARKETING• STRATEGIC PLANNING• TECHNOLOGY

HBMA Owner’s & Manager’s Conference

REG I S TER EARLY ! S PACE I S L IM I T ED !For online registration, go to the meetings calendar at www.hbma.org

O& 2011CONFERENCE SCHEDULEM

THURSDAY8:00 – 9:30 am . . . . . . . . . . Industry Update & Introductions9:30 – 10:00 am . . . . . . . . . Break10:00 – 11:30 am . . . . . . . . Trends Affecting Healthcare11:30 am – 12:30 pm . . . . . Exceptional Client Service12:30 – 1:30 pm . . . . . . . . . Working Lunch1:30 – 2:00 pm . . . . . . . . . . Work Group Presentations2:00 – 3:00 pm . . . . . . . . . . 21st Century Organizational Models3:00 – 3:30 pm . . . . . . . . . . Break3:30 – 4:30 pm . . . . . . . . . . To Catch a Thief4:30 – 5:30 pm . . . . . . . . . . Operational Effectiveness & Efficienty5:30 – 7:00 pm . . . . . . . . . . Opening Reception (Guests Welcome)

FRIDAY8:00 – 9:30 am . . . . . . . . . . Selecting Software for the Next Ten Years9:30 – 9:45 am . . . . . . . . . . Break9:45 – 10:45 am . . . . . . . . . Controlling Your Costs & Profitability10:45 am – 12:15 pm . . . . . Marketing with Social Media12:15 – 1:15 pm . . . . . . . . . Working Lunch1:15 – 1:45 pm. . . . . . . . . . Work Group Presentations1:45 – 3:15 pm . . . . . . . . . . HIPAA/HITECH3:15 – 3:30 pm . . . . . . . . . . Break3:30 – 4:30 pm . . . . . . . . . . Benchmarking4:30 – 5:30 pm . . . . . . . . . . Protecting Your Business5:30 – 7:00 pm . . . . . . . . . . Networking Reception

SATURDAY8:00 – 9:00 am . . . . . . . . . . HR Administrative Guide for Billing Companies9:00 – 10:30 am . . . . . . . . . Assessing New Business Opportunities10:30 – 10:45 am . . . . . . . . Break10:45 am – 12:15 pm . . . . . The Future of the Medical Billing Industry

Don’t miss your opportunity to participate in one of the two Owner’s & Manager’s Conferencesbeing offered in 2011. Seating is limited to 55 HBMA Members for each meeting.

2011HBMA Owner’s & Manager’s Conference

Sixteen Years of Building Your Company’s Future

THURSDAY SESSIONS

� INDUSTRY UPDATE & INTRODUCTIONSFaculty & Attendees

The conference opens with a review of what’shappening in legislation, regulation, informationsystems, technology innovations and their effect onthe billing industry.

� TRENDS AFFECTING HEALTHCARERobert Burleigh & Dave Jakielo

Explore the most important trends that may have apositive or negative effect on your individual company.

� EXCEPTIONAL CLIENT SERVICE Dave JakieloClient retention is one of the most important factorsin running a successful billing company. Discoverstrategies and techniques to ensure your client satis-faction remains high.

� 21ST CENTURY ORGANIZATIONAL MODELSRobert Burleigh & Dave Jakielo Are you organized inside your firm to ensure clientsatisfaction, maximum efficiency and productivitywhich results in a healthy bottom line? Distinguishthe advantages and disadvantages of functional,team and outsourcing models.

� TO CATCH A THIEF Robert Burleigh Examine detection methods, countermeasures andstrategies to protect your clients and your companyfrom an internal thief.

�OPERATIONAL EFFECTIVENESS & EFFICIENCY Dave Jakielo

There is nothing worse than doing something effi-ciently that shouldn’t be done at all. Learn the howto’s of maximizing the full potential of your staff.

FRIDAY SESSIONS

� SELECTING SOFTWARE FOR THE NEXT 10 YEARS Robert Burleigh Do you have the right system? Are you paying too much? Is everything auto-mated that should be? These and many more questions will be answeredin this state-of- the-art session.

� CONTROLLING YOUR COSTS & PROFITABILITYDave Jakielo

Where are your costs compared to the industry averages? Receive tips toreduce cost and increase your profitability.

�MARKETING WITH SOCIAL MEDIA Robert Burleigh & Dave Jakielo

Social media such as LinkedIn, Facebook and Twitter are the new coldcalling tools. Learn how to use them to gain a marketing advantage overyour competitors.

�HIPAA / HITECH Lesley BerkeyheiserHIPAA has not gone away. In fact, compliance with it and the new HealthInformation Technology Education and Clinical Health Act of 2009 hasonly increased in importance and organizational responsibility. This sessionwill provide an up to the minute discussion relating to rules, regulationsand strategies to ensure you are in compliance.• Review initial HIPAA Privacy, Security & Transaction and Code Set base

compliance requirements • Differentiate between HIPAA requirements and HITECH additional

provisions• State recent enhanced enforcement activities including breach reporting

and complaint statistics reports• Compare your organizational status with the industry as it relates to

5010 and ICD-10 implementation• Advocate for internal compliance using practical steps and tools

� BENCHMARKING Robert Burleigh & Dave JakieloStandard measurement formulas as well as fresh data and new bench-marking tools will be presented in this session. Determine whether you areoptimally staffed, producing solid results for your clients and achievinghigh-level company performance.

� PROTECTING YOUR BUSINESS Robert BurleighWhat steps should business owners take to assure that their organizationis appropriately insured? How can you deal with the wide array of riskmanagement challenges and avoid preventable business threats? Explorehow to know that you are doing all that you can (affordably) to insure orminimize external and internal threats.

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REG I S T ER TODAY ! www.hbma.org

ADMINISTRATION

FINANCIAL & ADMINISTRATION

COMPLIANCE

FINANCIAL

TECHNOLOGY

FINANCIAL

SALES & MARKETING

COMPLIANCE & LEGAL

FINANCIAL

COMPLIANCE & LEGAL

’11 DANA POINT, CALIFORNIA PHILADELPHIA, PENNSYLVANIA

FEBRUARY 3-5, 2011 OCTOBER 27-29, 2011

HBMA , 1 5 4 0 S . COAST HWY, SU I T E 2 0 3 , L AGUNA BEACH , CA 9 2 6 5 1

Web: www.hbma.org | Emai l : in fo@hbma.org | Phone 877/640-4262

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HBMA will continue its “going green” efforts for the O&M Conferences. Session materials will be made available to you onthe HBMA website prior to the program for which you have registered. Additionally, all course materials will be provided to youon a flash drive once you arrive on-site. Our meeting room will be set up to accommodate your laptop computers.

SATURDAY SESSIONS

�HR ADMINISTRATIVE GUIDE FOR BILLINGCOMPANIES Robert Burleigh & Dave Jakielo In addition to running a complicated billing company, being anemployer is full of challenges, too. We’ll discuss the commonproblems faced by billing companies in: recruiting, hiring,employee assessments, firing, legal obligations [federal andstate(s)], benefits, and motivation and rewards. We’ll also coverhandbooks, policies and procedures – and what’s probably missingfrom yours. Whether you have a Human Resource professionalin your company or not, this will give you a “to do” list for HRAdministration.

� ASSESSING NEW BUSINESS OPPORTUNITIES Robert Burleigh & Dave Jakielo

Given the challenges we are facing in today’s healthcare envi-ronment, maintaining “status quo” just won’t cut it anymore.Identify how the best firms turn challenges into opportunities.Receive strategies and techniques to help control your own destiny.

� THE FUTURE OF THE MEDICAL BILLING INDUSTRY Faculty & Attendees

This first time offered session will provide an interactive dialoguebetween you and the faculty. We will provide the framework andfacilitate the discussion as everyone has the chance to voice theirconcerns, share possible solutions and make predictions forthe future.

SOCIAL & NETWORKING EVENTSThe Owner’s & Manager’s Conferences are designedto afford numerous opportunities for you to connectwith your peers. Participation is deliberately limited to55 attendees to facilitate interactivity throughout themeeting. Be sure to take advantage of all of theseoccasions to maximize your networking and learningthrough shared interactions with your colleagues:

CONTINENTAL BREAKFASTS & BREAKS• Daily

WORKING LUNCHEONS• Thursday. . . . . . . 12:30 – 1:30 pm• Friday . . . . . . . . . 12:15 – 1:15 pm

RECEPTIONS• Thursday. . . . . . . 5:30 – 7:00 pm (Guests Welcome)

• Friday . . . . . . . . . 5:30 – 7:00 pm

SIX TIPS FOR NETWORKING:Don’t spend all your time with people you already know.Scan the list of attendees and decide who youwant to meet and why. If you’re not sure, thinkabout it from a general perspective – perhaps it’ssomeone with a certain type of experience orfrom a specific companyDon’t leave it to chance; make the connectionIntroduce yourself every time you sit down. Keep business cards handy and give them out generouslyBe a good contact and do what you promiseMake a note as a follow-up plan and include abrief description of: who they are, how you met,your follow-up plan or action

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Sixteen Years ofBuilding

Your Company’sFuture.

www.hbma.org

STRATEGIC PLANNING

ADMINISTRATION

� FEBRUARY 3-5, 2011LAGUNA CLIFFS MARRIOTT RESORT & SPA25135 Park Lantern Dana Point, CA 92629Reservations: (949) 661-5000 www.lagunacliffs.com

The Laguna Cliffs Marriott in Dana Point is catching a wave of change after a multi-million-dollar redo. The resort upgraded its 378 guest rooms, created a new ocean-view lounge, renovated its meeting spaces and added new pool facilities. The projectfeatures contemporary beach house décor, the new indoor-outdoor OverVue loungeand deck, and new family pools with a splash zone. Eco-friendly landscaping hasalso been added. Our conference sessions will be held in the newly renovated PacificLearning Center featuring a tiered amphitheater with boardroom chairs.

Perched atop the cliffs of Dana Point along the beautiful Southern California coast,the Laguna Cliffs Marriott Resort provides an Oceanside escape like no other. Discoverrare luxuries and services to suit all of your needs. Enjoy exquisite dining, first-classaccommodations, and a myriad of ocean activities at this exclusive AAA four-diamondresort that overlooks Doheny State Beach and the Dana Point Harbor. Halfwaybetween Los Angeles and San Diego, the Resort is 26 miles and 30 minutes fromOrange County’s John Wayne Airport.

HOTEL RESERVATIONS: The Laguna Cliffs Marriott Resort & Spa is offering specialgroup rates to HBMA guests of $199, plus tax, single/double occupancy. Call theresort directly for reservations at (949) 661-5000 or (800) 228-9290 between thehours of 8:00 am – 6:00 pm Monday through Friday and 9:00 am – 4:00 pm Saturday.All reservation requests must be guaranteed and accompanied with a deposit in theamount of the first night’s room and tax. The deposit is non-refundable unless thereservation is cancelled by 4:00 pm three days prior to arrival. HBMA has reserveda limited number of rooms and strongly recommends you make your reservationsearly and well before the cut-off date of Wednesday, January 12, 2011.

ABOUT DANA POINT: Whether you’re looking for a challenging game of golf,sportfishing, whalewatching or a relaxing day at the beach, Dana Point is the desti-nation of choice for Southern California visitors.

The well-protected Dana Point Harbor enjoys access to destinations in gorgeous SouthOrange County and two marinas that can service some 2500 vessels. This bustlingportside community offers more than 30 shops where you can find art collectiblesand unique gifts. There are also more than a dozen restaurants, many with captivatingwater views and featuring fare from sandwiches and salads to local seafood, pizzaand great coffee.

For more information on this destination, visit www.danapointvisitorcenter.com.

HBMA Owner’s & Manager’s Conference

MO& 2011

HBMA Owner’s & Manager’s Conference

MO& 2011� OCTOBER 27 – 29, 2011HYATT AT THE BELLEVUE200 South Broad StreetPhiladelphia, Pennsylvania 19102(215) 893-1234www.philadelphia.bellevue.hyatt.com

Unparalleled ambience, classic luxury and award-winning cuisine make the Hyatt atthe Bellevue the city’s best choice for meetings and events. Discover true grandeur,unrivaled style and service at this iconic downtown Philadelphia hotel. Crowningthe top seven floors of the Bellevue building, the hotel is centrally located in CenterCity on the Avenue of the Arts and within walking distance of all theatrical venues,upscale shopping, dining and historical attractions.

Unwind in the luxuriously oversized guestrooms with posh amenities. XIX (Nineteen)café, bar and restaurant atop the hotel offers sweeping city views and a variety ofcuisine selections. Peruse world-class shops within this landmark building. Enjoycomplimentary access to The Sporting Club, a 93,000 square foot fitness facility withstate-of-the-art equipment, indoor squash, racquetball, basketball court and indoorlap swimming pool.

Hyatt at the Bellevue is a central, accessible location, eight miles from the Philadel-phia International Airport (PHL) and three miles from the Amtrak train station at30th Street Station. Taxi service one-way from the airport is $28.50. Lady Liberty AirportShuttle one-way is $10.00.

HOTEL RESERVATIONS: Hyatt at the Bellevue is offering special group rates toHBMA guests of $199, plus tax, single/double occupancy. You will be able to makeyour reservations on-line at an URL to be established by the hotel. HBMA hasreserved a limited number of rooms and strongly recommends you make your reser-vations early and well before the cut-off date of Monday, October 10, 2011.

ABOUT PHILADELPHIA: Few places are as defined by American History as Philadel-phia where icons like the Liberty Bell and Independence Hall are synonymous withthe destination itself. Yet, refusing to get stuck in the past, the city has transcendedits old image, featuring a high-profile dining and entertainment scene and boastinga vibrant performing arts culture.

Five things you absoulutely, positively must do when you are in Philadelphia: StrollAmerica’s Most Historic Square Mile, Soak in the Arts, Network at Night, ExplorePhiladelphia’s Boundless Outdoors, Shop ‘til You Drop.

For more information on this dynamic city visit www.pcvb.org

Registration: Register online at www.hbma.org or return this form with your payment to HBMA via fax or mail.

Please submit a separate Registration Form for EACH attendee.

Member Organization ____________________________________ Member #: _________________ CHBME: ■ Yes ■ No

Name: _______________________________________________ ______________________________________________________________________First Name Last Name

Title: _______________________________________________________________________________________________________________________

Company Name: _____________________________________________________________________________________________________________

Address: ___________________________________________________________________________________________________________________

City: _________________________________________________________ State/Province:________________ Zip: __________________________

Country: ____________________________________________________________________________________________________________________

Phone: __________________________________________________________ Fax: _______________________________________________________

Email: ___________________________________________________________ Website: __________________________________________________

In case of emergency, please contact: _______________________________ Emergency contact phone #: _________________________________

SELECT THE 2011 CONFERENCE YOU PLAN TO ATTENDRegister and make your hotel reservations early! Space is limited to 55 participants.Please complete the applicable information and note the Cancellation Policies.■ I have special needs, including dietary. Please contact me.■ This is my first HBMA conference

REGISTRATION (select one)■ February 3-5, 2011 ● Dana Point, California■ October 27-29, 2011 ● Philadelphia, Pennsylvania

Please complete the following:

I will attend the: ■ Thursday Working Lunch ■ Thursday Opening Reception ■ Friday Working Lunch ■ Friday Networking Reception

■ I understand that full refund of the registration fee, less a $100 administrative fee, will be granted only upon a written request received by HBMA on or before the following dates:

• Wednesday, January 12, 2011 for the Dana Point Meeting• Wednesday, October 5, 2011 for the Philadelphia Meeting

REGISTRATION FEE AND PAYMENT INFORMATION

This conference is open to HBMA Members Only. Registration Fee: $1295.00

Full payment MUST accompany your registration. Register on-line at www.hbma.org. You may also fax this form withcredit card information to (949) 376-3456 or mail along with your payment to HBMA. The fee includes conference materials, breakfast & refreshment breaks and the additional functions indicated for each of the 2011 meetings.

Registration Fee Total $1295.00 ■ Check # ______________ ■ Visa ■ MasterCard ■ AMEX

Credit Card Number _____________________________________________________________________ Exp. Date _______________

In the name of ________________________________________________ Signature __________________________________________

HBMA, 1540 S. Coast Hwy, Ste 203, Laguna Beach, CA 92651 Phone: 877-640-4262 | Fax: 949-376-3456 | www.hbma.org

’11MO& DANA POINT, CALIFORNIA PHILADELPHIA, PENNSYLVANIA

FEBRUARY 3-5, 2011 OCTOBER 27-29, 2011

OUR PRESENTERS

SPACE IS L IMITED! REGISTER TODAY! Registration open to HBMA Members Only. Register online at www.hbma.org

‘11MO&

Robert Burleigh, CHBME, is President of Brandywine HealthcareServices. He is a past-president of HBMA & currently serves on theGovernment Relations & Ethics /Compliance Committees. A recognizedauthority within the industry, Bob has conducted hundreds of seminarsfor healthcare professionals nationwide.

David Jakielo, CHBME, President of Seminars & Consulting, has over30 years of healthcare industry experience. He is a certified trainer,frequent lecturer, author and regular columnist in Billing. Dave is a past-president of HBMA and currently serves on the Education Committee.

Lesley Berkeyheiser is affiliated with N-Tegrity Solutions Group andis a content contributor and creator of the Clayton-MacBain HIPAAPrivacy & Procedure Templates. She has over 20 years experiencedeveloping and implementing HIPAA gap analysis and HIPAAsolutions as well as technology conversion issues, including managing theinterface among compliance, operations and information systems. Lesley hasprovided training & consulting services and actively participates as Security &Privacy Co-Chair for WEDI SNIP. She commands an extensive knowledge of thecurrent and emerging HIPAA regulations.

SEATING IS LIMITED TO 55 PARTICIPANTS FOR EACH CONFERENCE.

RESERVE YOUR PLACE & MAKE YOUR HOTEL RESERVATIONS EARLY!

FEBRUARY 3-5, 2011 | DANA POINT, CALIFORNIA

OCTOBER 27-29, 2011 | PHILADELPHIA, PENNSYLVANIA

1540 S. Coast Hwy, Suite 203Laguna Beach, CA 92651

DANA POINT, CALIFORNIA PHILADELPHIA, PENNSYLVANIA

FEBRUARY 3-5, 2011 OCTOBER 27-29, 2011

O&Ms i x t e e n | Y e A R s

H B M A

Dana Point, California

Philadelphia, Pennsylvania