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Southwestern Ohio Chapter Healthcare Financial Management Association Event Summary Join the Southwestern Ohio Chapter of Healthcare Financial Management Association for our annual, two-day May Institute Event that includes a variety of guest speakers, vendor booths, and networking opportunities. Enclosed in this brochure is additional information about the event, including speaker topics and biographies, registration, and sponsorships. Hope to see you there! Annual May Institute 2016 Event Brochure When May 19 - 20, 2016 Where - New Location! Oasis Conference Center 902 Loveland-Miamiville Rd Loveland, OH 45140 Registration Link http://www.hfma.org/Content.aspx?id=47456 Attire Thursday - Business casual Friday - Business casual (jeans permitted)

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Page 1: Southwestern Ohio Chapter Healthcare Financial Management ...swohfma.org/wp-content/uploads/2016/04/HFMA-May... · Southwestern Ohio Chapter Healthcare Financial Management Association

Southwestern Ohio Chapter

Healthcare Financial Management Association

Event Summary

Join the Southwestern Ohio Chapter of Healthcare Financial

Management Association for our annual, two-day May Institute Event that

includes a variety of guest speakers, vendor booths, and networking

opportunities. Enclosed in this brochure is additional information about

the event, including speaker topics and biographies, registration, and

sponsorships. Hope to see you there!

Annual May Institute 2016

Event Brochure

When

May 19 - 20, 2016

Where - New Location!

Oasis Conference Center

902 Loveland-Miamiville Rd

Loveland, OH 45140

Registration Link

http://www.hfma.org/Content.aspx?id=47456

Attire

Thursday - Business casual

Friday - Business casual (jeans permitted)

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Conference Itinerary - Thursday, May 19

Time Speaker Title

7:30 AM - 8:30 AM Event Registration

8:30 AM - 10:00 AM Lyman

Sornberger

Exchanges, Bundled Payments,

Audits, Patient Experience,

Increased Patient Responsibility

10:00 AM - 10:30 AM Vendor Fair and Break

10:30 AM - 12:00 PM Keynote Speaker

Governor Steve Beshear

Health Care Reform

with a Capital “R”

12:00 PM - 1:00 PM Lunch

1:00 PM - 2:00 PM

Session A

Steve

Suhrherinrich

Making Supply Chain your Competitive

Advantage in an Era of Bundled Payments

and Pop Health

1:00 PM - 2:00 PM

Session B

Tushar Pandey

and Jennie Kassick

Advanced Cost Accounting = Decision

Support for the Masses

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Conference Itinerary - Thursday, May 19

Time Speaker Title

2:00 PM - 2:15 PM Break

2:15 PM - 3:15 PM

Session A Kathryn Cawiezell

There’s a Movement

Happening in Healthcare

Luke DiSabato Medicare Cost

Report Update

2:15 PM - 3:15 PM

Session B

3:15 PM - 3:30 PM Break

Dr. Terrance Govender Clinical Documentation Integrity

and Value Based Healthcare

3:30 PM - 4:30 PM

Session A

Tim Kan Clinically Integrated Network:

Partnership Driven Solutions

3:30 PM - 4:30 PM

Session B

4:30 PM - 6:00PM Social Event - Happy Hour

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Conference Itinerary - Friday, May 20

Time Speaker Title

7:30 AM - 8:30 AM Event Registration

8:30 AM - 9:45 AM Executive Panel Trending Topics

in Healthcare

9:45 AM - 10:00 AM Break

10:00 AM - 10:30 AM Installation of Officers

10:30 AM - 10:45 AM Break

10:45 AM - 12:00 PM Dee DiMauro

and Liz Cook

National Correct Coding Initiative (NCCI) and

Mutually Exclusive Edits (MUE): Deciphering

the NCCI and MUE Tables, How Appropriate

Interpretation Impacts Reimbursement

12:00 PM - 1:00 PM Art of Entertaining Understanding Etiquette and Best

Practice for Hosting Social-Dining Events

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Keynote Speaker Overview

Keynote Speaker - Governor Steve Beshear Steve Beshear served as the 61st Governor of Kentucky from 2007-2015. Prior to serving as the 61st

Governor of Kentucky, Steve served as Attorney General from 1979 to 1983 and Lieutenant Governor

from 1983 to 1987. He was also a member of the Kentucky House of Representatives from 1973 to 1979.

Under his leadership, Kentucky's unemployment rate dropped from 10.7 percent to 4.9 percent, and the

state set export records four years in a row. In 2013, Steve announced the expansion of the Medicaid

program under the Affordable Care Act and launched the Kentucky Health Benefit Exchange, benefiting

over 500,000 Kentuckians. Steve holds a B.A. and J.D. from the University of Kentucky and maintains

active memberships with American Bar Association, Kentucky Bar Associations, and Fayette County Bar

Association.

Health Care Reform with a Capital “R” Kentucky’s embrace of the Affordable Care Act was just one piece of a fundamental overhaul of

health care in the Commonwealth during the eight years Steve Beshear was governor, including

changes to core elements like access, cost, the delivery model, type of services and

oversight. Governor Beshear discusses the reasons for that overhaul, the challenges and

opportunities it presented, and the ramifications for states and the public.

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Speaker and Presentation Overview

Lyman Sornberger Lyman Sornberger has nearly 30 years healthcare revenue cycle experience, working for organizations

such as the Cleveland Clinic and the University of Pittsburgh Medical Center. He has authored over 2200

articles for HFMA, AAHAM, and other leaders in the revenue cycle arena, and is a proud member of

HFMA and ACHE.

Exchanges, Bundled Payments, Audits, Patient Experience, Increased Patient Responsibility

The presentation by Lyman Sornberger will include a variety of topics including the Top 2, 3 or 4

Challenges for health care CEO’s, COO’s, CFO’s and revenue cycle executives, two midnight rule,

new reimbursement models, and big data management.

Steve Suhrheinrich Steve Suhrheinrich brings leadership experience and sales expertise from multiple disciplines to his

current role as Co-Founder and COO at Curvo Labs. Curvo is a cloud-based technology for clinical

spend management. After success as a Naval Officer, hedge fund VP, and enterprise sales leader, Steve

co-founded Curvo with Andy Perry in 2012. He holds a BS from Vanderbilt University and a MBA from San

Diego State University. Steve lives in San Diego with his wife and two young daughters. When he's not

traveling, he loves playing with his family in San Diego, and he's trying his best to build a backyard

clubhouse for his girls.

Making Supply Chain your Competitive Advantage in an Era of Bundled Payments and Pop

Health

With the onset of Medicare’s Comprehensive Care for Joint Replacement, the continued

proliferation of private payment bundles, and greater assumption of performance-based risk in

general, hospitals have a unique challenge and opportunity through strategic supply chain

management for competitive advantage in the marketplace. Top performing organizations are

integrating physician leadership and robust information resources to engineer cost out of care.

Laggards are not. This presentation will walk through the ghosts of healthcare past, using The

Information System Strategy Triangle to uncover vestiges of cost based reimbursement,

outsourced contracting, and transactional management that plague and inhibit an organization’s

competitiveness and growth. Participants will examine Medicare market and cost report insights

to quantify the impact that strategic supply chain management has on an organization and

evaluate their current state.

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Speaker and Presentation Overview

Tushar Pandey and Jennie Kassick Tushar Pandey is Director of Decision Support at Strata Decision Technology. In that role, Mr. Pandey

leads the consulting team in implementing and optimizing StrataJazz tools which combine advanced cost

accounting algorithms with payer contract modeling to help healthcare providers understand the true

cost and margins across episodes of care, service lines and patient populations. Under his leadership

StrataJazz earned top honors as the KLAS Category Leader for Decision Support for the second

consecutive year. Tushar works with a wide range of leading healthcare organizations including Fairview

Health Services, Boston Children’s Hospital and Yale New Haven Health System. He graduated Cum

Laude with a Bachelor of Science in Electrical Engineering from the University of Illinois at Urbana-

Champaign.

Jennie Kassick is Manager of Decision Support for Premier Health. In that role, she leads a team of

analysts who provide profitability reports, cost valuations, IRR/ROI analyses, and other financial data to

Premier leadership. Jennie and her team recently led a successful implementation of StrataJazz

Decision Support, replacing their legacy system. During her 15 year tenure at Premier, Jennie has

worked in managed care, cost accounting, and financial reporting/modeling. She holds both an MBA and

B.S. Finance from Wright State University and an MHA from St. Joseph’s College, Maine.

Advanced Cost Accounting = Decision Support for the Masses

The presentation will focus on actionable, real-time data on what’s driving up costs (i.e.

instances when care varies from standard protocol) across the entire continuum of care so you

can determine where to focus your energy to improve margins and patient care. In addition,

the Identification of those cost reduction opportunities across episodes of care, service lines and

patient populations, allowing you to pinpoint opportunities for margin improvement down to the

patient-, charge- or activity-level and Creation of an infrastructure that enables self-service for

financial analysts, department leaders, physicians and executives alike to foster communication,

collaboration and accountability.

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Speaker and Presentation Overview

Kathryn Cawiezell Ms. Cawiezell’s professional accomplishments blend her knowledge of healthcare systems with an

extensive knowledge of the retail industry. As healthcare becomes more consumer driven, hospitals will

be looking toward the retail sales model to capture more than their fair share of healthcare revenue.

Healthcare is the newest emerging consumer marketplace in the US today. Ms. Cawiezell understands

the retailer mindset and as they move further into the healthcare space is prepared to help the medical

community compete effectively with retail medicine.

Ms. Cawiezell has created programs to directly import consumer goods from China for top US retailers:

Target, Kroger, Wal-Mart, Meijer’s, Dollar General, Family Dollar, and Dollar Tree. She has developed

powerhouse brands in the US top manufacturers including Quaker, Ralston, and Coca Cola and

understands retail operations from every aspect. Ms. Cawiezell understands how to capture consumers

in multiple categories and can drive consumer purchases in specific marketplaces.

Ms. Cawiezell has a BA in Communications coupled with an education certificate. She attended the

University of Central Iowa on a full academic scholarship. She was recognized as a top scholar and was

an editor for the University Newspaper.

There’s a Movement Happening in Healthcare

This speech will analyze how the consumer healthcare patient will affect the healthcare market

going forward. How does episode of care pricing affect the high deductible/cash pay patients

utilization of healthcare services? What happens when a facility decides to be completely

transparent in pricing with patient volume, revenue, and managed care contracts? What types of

facilities are currently working with the consumer driven patient? How does an open healthcare

marketplace affect healthcare and the patient’s quest for value?

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Speaker and Presentation Overview

Luke DiSabato Luke DiSabato is a 1986 graduate of the University of Notre Dame. He spent 23.5 years with National

Government Services as a Medicare coordinator in charge of Medicare Reimbursement and Cost Report

issues. He was part of the CMS PS&R and STAR User Group. For the past 5.5 years, he has been with

Health Financial Systems as a Medicare Specialist and continues to be on the CMS PS&R User Group.

Medicare Cost Report Update

The presentation will cover recent 2552-10 cost report changes that affects your cost report

filings. He will discuss other cost reporting forms along with PS&R and IRIS changes being made

by CMS. He will also show HFS software enhancements such as SaFE, HCRIS and IRIS and how the

use of these can assist in your submissions.

Dr. Terrance Govender Dr. Terrance Govender is a Director in Navigant’s healthcare practice, and brings with him more than 14

years of clinical and healthcare management experience. He has extensive clinical experience in the

subspecialties of family and emergency medicine, and trauma surgery. His experience with healthcare

extends beyond the boundaries of the United States, having practiced in the United Kingdom as well as

South Africa, where he practiced under the ICD-10 system. His passion for the business side of medicine

is evident from his experience in healthcare management and consulting.

Clincial Documentation Integrity and Value Based Healthcare

The presentation will focus on understanding the role of clinical documentation in a value-based

purchasing model and learning the role of ICD-10 in the VBP model. In addition, a discussion on

the core fundamental documentation concepts applicable to ICD-10 and tips on engaging

physicians in ICD-10 and specific documentation.

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Speaker and Presentation Overview

Tim Kan Tim Kan is a Managing Director and the leader of BRG’s Enterprise Strategy Practice for Health

Providers. Mr. Kan has more than 15 years of experience assisting client executives in driving change

efforts within growth and competitive strategy, margin and performance improvement, mergers and

acquisitions, and value-based care. Prior to joining BRG, he was the co-leader of Monitor Deloitte’s

provider strategy practice and a Managing Director within the Strategic Transformation practice at PwC.

Mr. Kan’s work with health care clients focuses on driving measurable improvement in market

positioning, financial results, clinical quality, and community benefit through sustainable

transformation. He is a published thought leader and frequent speaker on archetypes for success under

value-based care and health care reform.

Mr. Kan has served diverse organizations across the health industry including integrated delivery

networks, hospital systems, faith-based providers, academic medical centers, physician practices,

regional health insurers, pharmaceutical manufacturers, state governments, and industry associations.

Mr. Kan is also experienced in structuring and working within partnerships, having helped design

effective horizontal mergers, high-performance networks, and payer / provider collaborations.

Clinically Integrated Network: Partnership Driven Solutions

As markets across the country rapidly transition to value-based reimbursement, Clinically

Integrated Networks (CINs) have emerged as a valuable tool to align interests and create a safe

harbor for collaboration among providers seeking to improve quality, reduce cost, and manage

health. Central to unlocking the value of a CIN is the ability to transform a loosely aligned group

of providers into a high performance network, capable of managing care and risk. This session

will focus on the strategies and structures that provider networks can use to increase

connectivity, enable savings, and fuel growth with tactics that make as much sense for

traditional fee-for-service as well as value-based markets. Discussion will outline a proven road

map for shaping, building, and maintaining high performance, illustrated by proprietary case

studies and research.

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Speaker and Presentation Overview

Denise DiMauro and Elizabeth Cook Denise is a Specialist Senior with Deloitte Advisory, and focuses on the Healthcare Provider sector. With

over 15 years of supervisory and management experience, she has conducted training and presented

lectures on ICD-9, ICD-10, Coding Compliance, and Billing Related Issues as AHIMA-approved ICD-10-CM/

PCS trainer. Denise’s experience in electronic health records and billing includes systems such as Epic,

Meditech, Cerner (with Powerchart), HPF, and SDK.

Elizabeth is a Specialist Senior with Deloitte Advisory, and focuses on the Healthcare Provider sector.

With over 25 years of professional experience in healthcare, she specializes in outpatient and inpatient

coding and billing, clinical documentation, revenue cycle, medical coding educator and ICD10 trainer. As

a Certified Electronic Health Records Specialist, she is experienced with Epic, Cerner, Meditech and

RecordsOne systems.

National Correct Coding Initiative (NCCI) and Mutually Exclusive Edits (MUE): Deciphering the

NCCI and MUE Tables, How Appropriate Interpretation Impacts Reimbursement

The presentation by Denis and Elizabeth will address how NCCI edits promote correct coding and

avoid inappropriate reimbursements in addition to correct coding guidelines, general principles

for medical/surgical procedures, and how to interpret NCCI edits.

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Executive Panel Overview

Dee Ellingwood, Tri-Health In November, 2014, Mr. Ellingwood was appointed Senior Vice President, Strategy, Communications and

Public Affairs at TriHealth, Inc. He directs and coordinates the strategic planning, marketing and public

affair activities of TriHealth. He provides leadership to developing and managing affiliations with other

health systems and/or hospitals. Additionally, he oversees and builds the organization’s image and

brand both internally and externally through management of marketing, communications, market

research, web services, community relations and government relations functions. Mr. Ellingwood also

served in a community leadership role as the Lead Executive for Collective Impact on Health at the

Health Collaborative in Cincinnati. This community-wide initiative sought to establish a selected set of

community priorities with shared measures for better health, better health care and lower costs – The

Triple Aim. Prior to joining TriHealth, he served since 1997 as Senior Vice President of Planning and

Business Development at Cincinnati Children’s, developing institutional strategy and leading

organizational initiatives to pursue the institution’s vision to be the leader in improving child health. Mr.

Ellingwood earned a Bachelor's Degree in Economics, graduating Magna Cum Laude from the University

of Utah, and a Master's Degree in Economics, also from the University of Utah.

Lori-Ritchey Baldwin, St. Elizabeth Healthcare Lori Ritchey-Baldwin is the chief financial officer for St. Elizabeth Healthcare, a AA rated $billion

healthcare system in Northern Kentucky. Her responsibilities include oversight of all financial services

operations, revenue cycle management, managed care and information systems throughout St.

Elizabeth. In her prior role as vice president of finance, she had responsibility for ensuring that all

financial statements and filings were accurate and complete, and was responsible for supply chain

operations, budgeting and financial planning, accounting, treasury management, operations finance and

internal and external audit work. Prior to joining St. Elizabeth Healthcare, Ms. Ritchey-Baldwin served in

executive positions at large, publically traded, multi-national consumer products companies, and public

accounting at Deloitte & Touche. She is a Certified Public Accountant. Ms. Ritchey-Baldwin is the

Treasurer of the St. Elizabeth Healthcare Board of Trustees, and a board member of St. Elizabeth

Physicians, St. Elizabeth Provider Network and the Gateway Community and Technical College

Foundation in Northern Kentucky. She is also a member of the American Institute of Certified Public

Accountants, Healthcare Financial Management Association, and American College of Healthcare

Executives, and has served as a presenter/panelist at conferences for a number of public accounting

firms and other organizations.

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Executive Panel Overview

Michael L. Taylor, Cincinnati Children’s Hospital Mike Taylor is the Vice President of Revenue Cycle Management for Cincinnati Children’s Hospital

Medical Center, joining them in September 2002. Prior to joining Cincinnati Children’s, Mike held several

executive positions at Catholic Health Partners (now Mercy Health) for five years. Mike has had a career

in healthcare management in both the public and private sectors. He was the senior health care policy

advisor for the governor of Illinois and then led that state’s Medicaid program where he developed and

implemented one of the first public managed care programs in the nation serving over one million

beneficiaries. In the private sector, Mike has served as CEO, COO and chief marketing officer for several

national for-profit healthcare services companies in the hospital, physician practice management and

alternate site care services areas. Mike has a BA and an MBA from the University of Illinois. He, his wife

and their three children reside in Cincinnati.

Charity Fannin, UC Health Charity Fannin is the Vice President of Corporate Finance for UC Health, an academic health system

located in Cincinnati, Ohio. In her role, she oversees the accounting, financial reporting, accounts

payable, payroll, tax, and treasury functions for the system. She started her career at Deloitte in audit

services, serving clients in the healthcare, not-for-profit, higher education, retail and investment

management industries.

Charity is involved with the Uptown Consortium of Cincinnati as a Finance Committee Member and

served as a Director (2009) and Treasurer (2010 - 2012) for the HFMA Southwest Ohio Chapter. In

addition, Charity is involved with the HFMA Large System Controller Council. Charity holds a bachelor of

science degree in accountancy from Miami University, maintains a CPA license in the state of Ohio, and

also holds a CGMA and FHFMA.

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Executive Panel Overview

Matt Weekley, Plante Moran (Moderator) Matt is the national healthcare practice leader for Plante Moran. He specializes in advising health

system executives and boards so that they can stay on the cutting edge of the healthcare industry. Matt

is known for his no-nonsense approach to focusing on the fundamentals during times of change and

uncertainty, while keeping a constant eye on the horizon. His 35 years of healthcare industry experience

includes 11 years as a health system executive.

As leader of the firm’s healthcare industry practice, Matt works with his partners to serve their clients,

mentor and train our team of professionals, and implement the strategic objectives of the firm. He is

often asked to speak to clients, their boards, and at industry conferences about topics of current

interest to leaders, including positioning for success in a post-health reform era, governance best

practices, and patient-centered care models.

Matt is a graduate of Marietta College and attended the Harvard Business School program “Leading

Professional Services Firms”. Matt is a member of the American College of Healthcare Executives,

Healthcare Financial Management Association, American Institute of Certified Public Accountants, Ohio

Society of Certified Public Accountants, and is a member of the Marietta College Board of Trustees.

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Registration Information

Registration

Pricing (Individual)

Pricing (Group*)

Type Member Non-Member Late Fee

Two Day Pass $225 $275

Late registration fee of $25 if

after May 8, 2016. Thursday Only $150 $200

Friday Only $150 $200

Type Price Non-Member Add 2016 - 2017 Season Pass**

5 attendees at price of 4 $900 $275

+ $500 for 5 person

+ $900 for 15 person (best value)

10 attendees at price of 8 $1,800 $200

15 attendees at price of 12 $2,700 $200

*Must be purchased at same time, complete spreadsheet at end of brochure & submit payment to Diana Feldman-Smith (check or cc).

**Season pass covers education days for Fall 2016-Spring 2017, excludes Dual-chapter, Tri-state or May Institute events.

Online (Preferred) Fax, Email, or Mail (Group Registration)

http://www.hfma.org/

Content.aspx?id=47456

Ms. Diana Feldman-Smith

(513) 232-5637

[email protected]

HFMA - Southwestern Ohio Chapter

6601 KnottyPine Drive

Cincinnati, OH 45230

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Group Purchase Form

Organization Name:

Organization Contact Name:

Organization Email & Phone:

Number Name Title HFMA # Price

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

Total

Add 2016-2017 Season Pass

Total

May Institute Price

5 attendees - $900 + $225 for additional over 5.

10 attendees - $1,800 + $225 for additional over 10.

15 attendees - $2,700 + $225 for additional over 15.

Add 2016-2017 Season Pass

$500 for 5 person pass.

$900 for 15 person pass.

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Southwestern Ohio Chapter

Healthcare Financial Management Association

Annual May Institute 2016

Chapter Corporate Sponsors

Platinum Avectus Healthcare Solutions

Fifth Third Bank

MedA/Rx

PNC Bank

Robert Half

Gold Cleverley + Associates

Medical Recovery Systems, Inc.

Parallon

Plante Moran, PLLC

Silver American Express

Avadyne Health

BKD, LLP

Professional Medical Services

RevSpring, Inc.

Sherloq

Sunstone Consulting

UCB, Inc.

Capio Partners

Bluemark

Commerce Bank