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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)
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
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
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
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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
HFMA - Southwestern Ohio Chapter
6601 KnottyPine Drive
Cincinnati, OH 45230
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
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8
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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.
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