florida hospital association

Keynote Speakers

Michael Hoffman“Anything You Do Is Everything You Do”

Jack Duffy, FHFMA“The Self-pay Collection Imperative”

Session Highlights

Ron Benfi eld, CFO, Florida Hospital, Waterman, and other Florida hospital CFOs share “The Secret of My Success”

Bacen & Jordan, PA, “Challenging UCR Payments Utilizing Mediation”

Glen Gill, St. Thomas Health System, “Financial Management of Denials and Underpayments”

Kathy Reep, FHA, and Dennis Fuller, Shands HealthCare, “Keeping Up With the Changes in Reimbursement”

Art Wieland, President, CAPPMAX Advisors, LLC, “The Issue of ’Divesting “Non-core” Businesses, How and When to Do So, and at What Price’ Is an Emerging Topic of Discussion”

Paul Towell, Raymond James, Tim Skeldon, Senior Vice President and Chief Financial Offi cer,Parrish Medical Center, “How to Borrow Large Sums of Money at Low Interest Rates” — A Case Study

Stephen Forney, CPA, CHFP, Chief Financial Offi cer, Brandywine Hospital, & Bill Phillips, FACMC, CHC, Vice President & Chief Revenue Offi cer, Revenue Strategies, Inc., “Avoiding Profi tless Revenue”

Florida Healthcare Financial Management Association (HFMA) In conjunction with: Florida Hospital Association (FHA) American Association of Healthcare Administrative Management (AAHAM)—Greater Florida Buccaneer Chapter HFMA—The Florida Chapter—Presents…

The Florida Chapter Celebrates

May 11–132005

SheratonSandKey

Resort

CLEARWATER

FLORIDA

Exhibiting OpportunityAnnouncing the 50th Anniversary Florida HFMA

2005 Spring Institute Vendor Exhibition(see page 26)

505050 years

BEYOND THE NUMBERS — CELEBRATING 50 YEARS

PAGE 2 MAY 11–13, 2005

Sheraton Sand Key Resort 1160 Gulf Boulevard Clearwater, FL 33767 Attn.: Reservations Department

Call Direct ..........(727) 595-1611 Fax ....................(727) 596-1117

Call or fax hotel to make reservations. Mention the Florida Healthcare Financial Management Association 2005 Annual Meeting.

Arrival Date (Check-in time is 3 pm)

Departure Date (Check-out time is 12 noon)

Name

Title

Organization

Street Address

City State Zip

Daytime Phone Evening Phone

Fax E-mail

FEES: Single or Double…$144

Mention the HFMA Conference to receive this special group rate.

These rates are exclusive of state and local taxes.

Room block expires April 9, 2005. Reservations made after April 9 will be accepted based on availability.

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erva

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HFMA ROOM BLOCK EXPIRES APRIL 9, 2005

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Credit card being used: Credit card number: Expiration date: Name as it appears on card: Signature: Date:

HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION

PAGE 3CLEARWATER, FLORIDA

2004–05 HFMA FLORIDA CHAPTER LEADERSHIP TEAM

Director – South Region George R. Guilder Vice President, Sales Accounts Receivable Management, Inc. 2020 NE 163rd St., Ste. 209 North Miami Beach, FL 33162-4927 Phone: (305) 354-7557 x110 FAX: (305) 354-7599

Director – North Region Michael J. Tretina Vice President of Finance St. Vincent’s Health System 1800 Barrs St. Jacksonville, FL 32204-4704 Phone: (904) 308-3948 FAX: (904) 308-3940 Director – Central Region Charles E. Kramer Chief Executive Officer Kramer Group 500 S. Magnolia Ave. Orlando, FL 32801-3706 Phone: (407) 872-7969 FAX: (407) 872-6889 Director – West Region Dwight J. Tillman Director of Client Services Bacen & Jordan PA 2699 Stirling Rd., Ste. A302 Fort Lauderdale, FL 33312-6583 Phone: (954) 224-0204 FAX: (954) 986-9751

Director – Chapter Administration Chris R. Durkin Vice President/Controller Pavilion Health Services 1325 San Marco Blvd., Ste. 802 Jacksonville, FL 32207-8564 Phone: (904) 202-5887 FAX: (904) 202-5881

Director – Member Services R. Michael Smith Senior Manager Ernst and Young LLP 777 S. Flagler Dr. Phillips Point West Tower Suite 12000 West Palm Beach, FL 33401-6161 Phone: (561) 653-3072 FAX: (561) 838-4191 bo

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President Noel A. Felipe Division President MedAssist — Argent Healthcare 7715 NW 48th St., Ste. 100 Miami, FL 33166-5455 Phone: (305) 513-5597 FAX: (305) 513-5611 President-elect Dennis L. Fuller, FHFMA, CPA Director Reimbursement & Tax Acctng Shands HealthCare PO Box 100336 Gainesville, FL 32610-0336 Phone: (352) 265-7962 x85631 FAX: (352) 265-7966

Past President Mary W. Madura, FHFMA, CPA Controller Memorial Healthcare System 2900 Corporate Way Hollywood, FL 33025 Phone: (954) 987-2020 ext. 5848

Treasurer Diane T. Templeton, CPA Partner Madura and Templeton, CPA, PL Phone: (305) 252-0787 FAX: (305) 253-0330

Secretary Mark Early, MBA 14541 SW 18th Court Davie, FL 33325 (954) 608-2962 C

Director – Education Jamie Wiley Sr. Account Manager MedAssist — Argent Healthcare 13206 White Cedar Court Orlando, FL 32828 Phone: (321) 662-9655

Director – Policy and Finance Judi Swartout, CPA Controller Parrish Medical Center 951 N. Washington Ave. Titusville, FL 32796-2111 Phone: (321) 268-6352


PAGE 4 MAY 11–13, 2005

Registration Desk Hours

Wednesday, May 11 8 am – 4:45 pm

Thursday, May 12 8 am – 4:45 pm

Program Schedule

Tuesday, May 10

5 – 6 pm Board Meeting

6 – 8 pm Mini Leadership Training Conference for Chapter Leaders

Wednesday, May 11

8 – 8:30 am Continental Breakfast — Courtesy of Our Bronze Sponsors

8:30 – 8:45 am Welcome and Introductions

8:45 – 10 am SESSION 1: More “Secrets of My Success,” CFO Panel Discussion Moderator: Ron Benfield, VP Finance/CFO Florida Hospital, Waterman David Jones, CPA Controller Florida Hospital, Waterman Debbie Thomas, CFO Florida Hospital, Memorial Division Todd Goodman, VP Finance/CFO Florida Hospital, Heartland Scott M. Wooten, Sr. VP/SFO Florida Hospital, Orlando

10 – 10:15 am Mid-morning Break (Exhibit Area) — Courtesy of Our Bronze Sponsors

10:15 – 11:45 pm SESSION 2: Keynote Speaker “The Self-pay Collection Imperative” Jack Duffy, FHFMA Integrated Revenue Management, Inc.

12:00 – 1:30 pm Lunch – Corporate Sponsor Recognition Lunch

AGEN

DAPROGRAM AGENDA



CONCURRENT SESSIONS

1:40 – 2:30 pm SESSION 3: PFS TRACK “Challenging UCR Payments Utilizing Mediation” – Part 1 Renee M. Jordan, Esquire, Bacen & Jordan Stephen F. Bacen Esquire, Bacen & Jordan Stephen Bacen, Jr. Esquire, Bacen & Jordan

SESSION 4: CFO TRACK “Avoiding Profitless Revenue” Stephen Forney, CPA, CHFP, Chief Financial Officer, Brandywine Hospital Bill Phillips, FACMC, CHC is Vice President & Chief Revenue Officer, Revenue Strategies, Inc.

2:40 – 3:30 pm SESSION 5: PFS TRACK “Challenging UCR Payments Utilizing Mediation” – Part 2 Renee M. Jordan, Esquire, Bacen & Jordan Stephen F. Bacen Esquire, Bacen & Jordan Stephen Bacen, Jr. Esquire, Bacen & Jordan

SESSION 6: CFO TRACK “Rationalizing Charges in Today’s Environment“ Jeff Burke, CPA, Ernst & Young’s Health Science Advisory Services

3:30 – 3:45 pm Afternoon Break (Exhibit Area) — Courtesy of Our Bronze Sponsors

3:50 – 4:40 pm SESSION 7: PFS TRACK “Managing the Uninsured Crisis” Noel A. Felipe, Regional President, MedAssist Incorporated

SESSION 8: CFO TRACK “The Role of the Business Office in Medicare Cost Report Reimbursement” Lauralea Dorman, Vice President of Sales & Marketing, Eastern Region, The Kramer Group Scott Davis, Director of Revenue Cycle Management, Memorial Healthcare System

5:30 – 7 pm Reception (Exhibit Area) — Sponsored by Draffin & Tucker Honoring New Members and Certified Members

Registered Attendees – Dinner on Your Own

9 – 11 pm Hospitality Suite — Sponsored by Draffin & Tucker


PAGE 6 MAY 11–13, 2005

Thursday, May 12

8 – 8:30 am Continental Breakfast (Exhibit Area) Courtesy of Our Bronze Sponsors

8:30 – 9:20 am SESSION 9: “HFMA—The Next 50 Years” Bob Broadway, FHFMA, MBA, Vice President of Bethesda Healthcare System, HFMA National Board of Directors

9:20 – 9:45 am Mid-morning Break (Exhibit Area) Courtesy of Our Bronze Sponsors

9:45 – 11:45 pm SESSION 10: KEYNOTE “Anything You Do Is Everything You Do” Michael Hoffman, President of Igniting Performance

Noon – 1:10 pm Lunch in the Exhibit Area Sponsored by MedAssist — Argent Healthcare

CONCURRENT SESSIONS

1:40 – 2:30 pm SESSION 11: PFS TRACK “What’s New With the Blues” Fran Watkins, Statewide Director of Physician Provider Relations Department, Blue Cross Blue Shield

SESSION 12: CFO TRACK “Unlock Hidden Value… How Divestiture of Non-Core Enterprises Can Boost Your Balance Sheet!” Art Wieland, President, CAPPMAX Advisors, LLC

2:40 – 3:30 pm SESSION 13: PFS TRACK “Contract Modeling – Financial Management of Denials and Underpayments” – Part 1 Glen N. Gill, FHFMA, CMPA, CMCP, CHFP, MHA, St. Thomas Health System

SESSION 14: CFO TRACK “Compliance Hi Jinx: What Is Hot on the OIG’s Agenda?” Joanne B. Erde, Partner, Duane Morris, LLP Kenneth R. Nuñez, BS, CHCC Corporate Integrity Officer, Mercy Hospital

3:30 – 3:45 pm Mid-afternoon Break (Exhibit Area) Courtesy of Our Bronze Sponsors (Final chance to meet your exhibitors)

3:50 – 4:40 pm SESSION 15: PFS TRACK “Contract Modeling – Financial Management of Denials and Underpayments” – Part 2 Glen N. Gill, FHFMA, CMPA, CMCP, CHFP, MHA, St. Thomas Health System

SESSION 16: CFO TRACK “How to Borrow Large Sums of Money at Low Interest Rates” – A Case Study Paul Towell, Raymond James Tim Skeldon, Senior Vice President and Chief Financial Officer, Parrish Medical Center



6:30 – 7 pm Reception — Sponsored by Raymond James

7 – 9 pm Banquet – Beyond the Numbers The Florida Chapter Celebrates 50 Years! Installation of HFMA 2005-2006 Officers and Board of Directors — Sponsored by Raymond James After-five Cocktail Dress Attire Requested

9 – 11 pm Hospitality Suite Sponsored by MedAssist — Argent HealthCare

Friday, May 13

8 – 8:30 am Continental Breakfast — Courtesy of Our Bronze Sponsors

HFMA Track8:30 – 10:30 am SESSION 17: General Assembly: “How Institutional Inves-

tors, The Rating Agencies, and Municipal Bond Insurers View Florida Hospitals” Moderator: Paul Towell representing Raymond James Representing the Rating Agency: Lisa Goldstein, Senior Vice President Public Finance Group, Moody’s Investors Service Representing the Municipal Bond Insurer: Robert C. Wetzler, Vice President, Health Care Financial Security Assurance Representing the Institutional Investor: Richard A. Ciccarone, Managing Director and Chief Research Officer, McDonnell Investment Management, LLC.

10:30 – 10:45 am Mid-morning Break — Courtesy of Our Bronze Sponsors

10:50 – 12:30 pm SESSION 18: “Keeping Up With the Changes in Reimbursement” Kathy Reep, Vice President, Finance, Florida Hospital Association and Dennis Fuller, CPA, FHFMA, Director, Reimbursement and Tax Accounting, Shands HealthCare

HIMSS Track8:30 – 9:30 am SESSION 19: “Positively Impacting Your Revenue Cycle

With the Right Tools” Christi Rushnell, Director Information Systems, Health First

9:30 – 10:30 am SESSION 20: “The Clinically Driven Revenue Cycle: Where Are We and Where Are We Headed?” Robecca Quammen, President/CEO, Quammen Group, Winter Park, FL

10:45 – 11:45 am Session 21: “The Value of an Output Strategy: What, How, and Why Create One?” Ken Woodruff, Industry Director, Healthcare and Federal Government, Printing Solutions & Services Division, Lexmark International

12:30 pm Adjournment


PAGE 8 MAY 11–13, 2005

SESSION DESCRIPTIONSWednesday, May 11, 2005

SESSION 1: General Assembly — More “Secrets of My Success” CFO Panel Discussion

8:30 – 10 am

Ron Benfield, VP Finance/CFO Florida Hospital, Waterman (Moderator) David Jones, CPA Controller, Florida Hospital, Waterman Debbie Thomas, CFO Florida Hospital, Memorial Division Todd Goodman, VP Finance/CFO Florida Hospital, Heartland Scott M. Wooten, Senior Vice President/Senior Financial Officer, Florida Hospital, Orlando

Session Description: Have you ever implemented that perfect program, which really advanced your organization? Found a secret that made a real difference?

Back by popular demand, this presentation will highlight success stories pre-sented by financial leaders from several hospitals. First presented at the PGA Almost Fall Institute, the secrets shared were so well-received that we have a whole new batch of secrets to share. Stories featured will include new business development opportunities, ways to capture more revenue for existing ser-vices, and ways to improve operational efficiency. You’ll go home with several actionable ideas that will propel your hospital to new success!

David Jones, CPA, Controller, Florida Hospital, Waterman, received a bachelors from Michigan State University and masters from Wm. Howard Taft University. He is a CPA and CISA and has worked in healthcare accounting, finance, and internal auditing for over 25 years. David has been with Adven-tist Health Systems in various positions for 16 years. His current position is Controller of Florida Hospital, Waterman, in Tavares.

Debbie Jones, Chief Financial Officer, Florida Hospital Memorial Division, received a bachelors and masters degrees in Accounting from the University of Florida. She is a CPA and a CHFP and worked for four years in public accounting before moving into industry. She worked for five years in a large public utility company and has worked in hospitals for the last ten years. Deb-bie has been with Adventist Health Systems, Inc. since 1996. Her current posi-tion is Chief Financial Officer of Florida Hospital Memorial Division, which consists of three facilities in eastern Volusia and Flagler Counties. Through suc-cessful contracting strategies, recruitment, and expense control, their division has moved from a net income of $13M in 2002 to $39M in 2004. Debbie’s husband and she have been married for 21 years and have three children. They enjoy boating, water skiing, and scuba diving together.

Todd Goodman is currently the VP Finance/CFO for Florida Hospital Heart-land, in Sebring, Florida. He has served 13 years in healthcare finance. His past experience includes financial leadership in billing, business development, physician practice management and financial management of a large physi-cian hospital organization.

Todd is a licensed CPA and earned an MBA from the University of Central Florida. Todd resides in Sebring, Florida, with his wife, Melinda, and two young daughters.SESS

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Scott M. Wooten is Senior Vice President/Senior Financial Officer for Florida Hospital, a $1.4 billion operating revenue health system in Orlando, Florida. His primary responsibilities include the strategic capital planning pro-cess, financial management processes, and operational financial performance for the organization.

He has served faith-based health systems for fifteen years in Florida, Texas, Ohio, and Kansas. He also served several years with Price Waterhouse in Colorado.

He has a Bachelors degree in Business Administration from Union College, Lincoln Nebraska and a Masters in Business Administration from University of Dayton, Dayton, Ohio.

He and his wife, Shay, enjoy raising their children in Longwood, Florida. Friends and work associates frequently reference him with the nickname “Scooter.”

Moderator: Ron Benfield is currently the VP Finance/CFO Florida Hospi-tal, Waterman, in Tavares, Florida. He has served in healthcare finance and I.T. for 25 years, including being CFO at hospitals in California, Ohio, Tennes-see, and now Florida. He has been active in HFMA since 1979. Recently, Ron was part of the design and construction team that built a brand new $129 million replacement hospital.

In his spare time, Ron runs marathons and rides his road bike through rural Lake County. He also enjoys traveling with his wife, Joyce, and two teenage daughters.

“Friends and work associates almost never refer to him as ‘Scooter‘.”

SESSION 2: Keynote Speaker

10:15 – 11:45 am

“The Self-pay Collection Imperative”

Jack Duffy, FHFMA, Integrated Revenue Management, Inc.

Session Description: This session is a discussion on hospital survival & the necessity of new skills in self-pay collection. Hospitals have traditionally treated self-pay monies as “extra.” Much of the collection effort was done by outside agencies. Default rates have exceeded 50%. If the system is a total failure at collecting balances that average $150, what are the cumulative consequences when the average balance is $1500? This session will be a discussion on strategies necessary to contribute towards provider success in one of the more traditional areas of revenue: self-pay collections.

Jack Duffy, FHFMA, Integrated Revenue Management, Inc., is a long-time member of and speaker for HFMA. Mr. Duffy has been a Fellow of HFMA for over 12 years, a certified member since 1981, and a 2004 recipient of HFMA’s Lifetime Achievement award. He has served as president of his local HFMA chapter as well as serving three years as a member of the national PFS Advisory Council. With advanced degrees in Business, Public Health and Gerontology, combined with more than 30 years of experience in healthcare —with an emphasis on finance, Mr. Duffy has made education the focal point of his professional career. Prior to co-founding Integrated Revenue Manage-


PAGE 10 MAY 11–13, 2005

ment in 2000, Mr. Duffy completed a 30-year career in healthcare as the Vice-President of Finance for ScrippsHealth in San Diego, CA. With career collections exceeding $10 billion and lessons learned, Mr. Duffy devotes much of his time and energy to working with healthcare executives to preserve and expand their organizations ability to serve patients. Beginning in 1994 with HFMA’s Annual National Institute, Mr. Duffy made a commitment to speaking to groups of healthcare executives relative to how their organizations could expand revenue without the need to add expensive capital investments. In addition to several HFMA local and regional meetings, Mr. Duffy has also presented to over ten VHA executive roundtables. He also shared advanced practice ideas with the Healthcare Roundtable, VHA’s CFO affinity group, NA-HAM (Access Management) and others. He is also an established author on healthcare topics, his most recent work published in the December 2004 issue of HFM, “Revenue Cycle Are You Speeding Toward Revenue Loss?”

Session 3: PFS TRACK

1:40 – 2:30 pm

“Challenging UCR Payments Utilizing Mediation” – Part 1

Renee M. Jordan, Esquire, Bacen & Jordan Stephen F. Bacen, Esquire, Bacen & Jordan Stephen Bacen Jr., Esquire, Bacen & Jordan

Session Description: This session has two distinct but parallel goals:

1. Exploration of methodologies to effectively challenge UCR calculations.

2. Utilization of the “mediation process” by a provider as a vehicle to maxi-mize recovery of the claim.

Session Description: The audience will be presented with a series of facts outlining the issue: a self-funded ERISA payor has short-paid a provider’s account based on UCR developed from price calculation formulas commonly utilized by the insurance industry.

We will stage a “Moot Mediation” in which the entire audience will negoti-ate the dispute with the assistance of two attorneys and a mediator. This is an interactive, educational session designed to provide the audience with the knowledge, skills, and experience of initiating a mediation to resolve a man-aged care dispute.

“Mediation” is a non-adversarial, cost-effective legal process which can be considered as the next viable option to an unsatisfactory result in a claims event or grievance procedure. It is, unfortunately, a vehicle that is relatively underutilized by healthcare providers.

The negotiations will encompass discussions on ERISA case law, UCR calcula-tions, and plan policy language. The audience will learn how to challenge UCR calculations and payments as well as develop negotiating skills appropri-ate to the healthcare industry.

Renee Jordan is a partner in the law firm of Bacen & Jordan, PA, a health-care recovery law firm with principal offices in Fort Lauderdale, Florida. The firm is exclusively dedicated to the provision of reimbursement and legal recovery services to the healthcare industry. Renee has extensive experience in



litigating healthcare providers’ claims in the area of Managed Care, Worker’s Compensation, Hospital Liens, Probate, and Bankruptcy. Renee is a current member of the Florida Hospital Association, HFMA, and AAHAM. She is also the current Legal Affairs Chair to the Florida HFMA chapter and Legal Advisor to the Buccaneer and South Florida Chapters of AAHAM. Renee is the author of several healthcare reimbursement articles for the AAHAM publications. She also regularly lectures at seminars on the topics of third-party reimbursement and compliance with State and Federal Statutes.

Steve Bacen is a partner in the law firm of Bacen & Jordan, PA. The firm is dedicated exclusively to the provision of reimbursement and legal recovery services to the healthcare industry and Steve has practiced in those areas for over 30 years. In addition to his significant experience in healthcare reim-bursement, he has been active in several professional memberships including: Past President, Florida Chapter Healthcare Financial Management Associa-tion; member of the Florida Hospital Association; former member, Financial Analysis Technical Advisory Panel to the Florida Hospital Cost Containment Board; American Society of Hospital Attorneys of the American Hospital As-sociation; National Health Lawyers Association; former member, Board of Di-rectors Broward Regional Health Planning Council, Inc.; former member Acute Care Facilities Committee, Broward Regional Health Planning Council, Inc.; former Legal Advisor to the South Florida Chapter of AGPAM (American Guild of Patient Account Managers). Steve Bacen is the author of numerous articles relating to healthcare reimbursement issues, and has been a guest lecturer to numerous hospital groups, including HFMA and AAHAM.

Steve Bacen Jr. is a partner with the law firm of Bacen & Jordan, PA. Steve’s responsibilities include management of the firm’s department for Hospital Liens, Probate, and Self-pay litigation. He also practices in the areas of bankruptcy, workers’ compensation, and third-party liability. Prior to joining the firm, he was in-house counsel for a national early-out and bad debt re-cover group. He also previously served as a legal intern on the congressional staff of The Honorable E. Clay Shaw, Jr.

Session 4: CFO TRACK

1:40 – 2:30 pm

“Avoiding Profitless Revenue”

Stephen Forney, CPA, CHFP, Chief Financial Officer, Brandywine Hospital

Bill Phillips, FACMC, CHC, Vice President & Chief Revenue Officer, Revenue Strategies, Inc.

Session Description: Almost every day, hospitals lose money when they shouldn’t. Key reasons include not receiving proper payment for accidents; knowing the actual discount taken by payers; inconsistent pricing; and not comparing contracted to actual revenue. Using real-time examples, this session identifies how this happens, how to avoid it, and how to make it profitable. At $1 million each, if you cannot attend this session, send someone!

Stephen Forney, CPA, CHFP is Chief Financial Officer, Brandywine Hos-pital, in PA. Steve was formerly Director of Materials Management for East Pasco Medical Center in Zephyrhills, FL, and member of FL HFMA Chapter. Steve earned his MBA from Saint Leo University and in his spare time, he enjoys reading and an occasional round of golf.


PAGE 12 MAY 11–13, 2005

Bill Phillips, FACMC, CHC is Vice President & Chief Revenue Officer, Revenue Strategies, Inc., in Fort Lauderdale, FL. He advises hospitals on solu-tions to improve revenue. A frequent speaker on revenue cycle issues and hfm author, he earned his MBA in Health Services from The George Washington University. When he is not a Guest Lecturer at MBA Program in Healthcare at University of Maimi, he enjoys surfboarding in the Atlantic.

SESSION 5: PFS TRACK

2:40 – 3:30 pm

“Challenging UCR Payments Utilizing Mediation” – Part 2

Renee M. Jordan, Esquire, Bacen & Jordan Stephen F. Bacen, Esquire, Bacen & Jordan Stephen Bacen Jr., Esquire, Bacen & Jordan

SESSION 6: CFO TRACK

2:40 – 3:30 pm

“Rationalizing Charges in Today’s Environment”

Jeff Burke, CPA, Ernst & Young’s Health Science Advisory Services

Session Description: As providers deal with a wide variety of reimburse-ment arrangements with various payers, the need to optimize net revenue through charge-setting strategy has continued to create prices for healthcare products and services which the public, regulators, and lawmakers, and occasionally even ourselves, cannot understand in relationship to the percep-tions of underlying costs. Rate rationalization, based on internal and external standards, is becoming an increasingly important part of charge strategy given the scrutiny our prices receive in the current environment. Mr. Burke will discuss ways to evaluate your risks in this arena, and offer suggestions and strategies that can help you mitigate your risks.

Jeff Burke is a Manager in Ernst & Young’s Health Sciences Advisory Services (HSAS) practice based in Grand Rapids, Michigan. His background includes 12 years in the healthcare industry, with 8 years as a member of the Regulatory and Revenue Management practices within HSAS. During his tenure with the firm, Jeff has managed over 200 Strategic Rate Reviews for various hospitals across the nation. He also has had extensive experience with Medicare, Medicaid, and Blue Cross cost reports and settlements. Jeff has a Bachelor of Science degree in Accounting and Finance, and a Master of Business Administration degree from the University of Detroit. Jeff is a Certi-fied Public Accountant in the State of Michigan, and is also a member of the Healthcare Financial Management Association.



SESSION 7: PFS TRACK

3:50 – 4:40 pm

“Managing the Uninsured Crisis”

Noel A. Felipe, Regional President, MedAssist Incorporated

Session Description: Self-pay is no longer at the bottom of the patient accounting totem pole. Self -pay collections can make or break an organiza-tions financial standing. This session will focus on proven self-pay strategies that increase cash and reduce bad debt write-offs while maintaining positive patient relations. Learn how to create the appropriate level of expectation and what tools to use to enhance your self-pay results.

SESSION 8

3:50 – 4:40 pm

“The Role of the Business Office in Medicare Cost Report Reimbursement”

Lauralea Dorman, Vice President of Sales & Marketing, Eastern Region, The Kramer Group Scott Davis, Memorial Health Systems

Session Description: Medicare cuts are causing a ripple effect, creating new areas of concern for reimbursement. As a result, healthcare providers need to be increasingly aware of the regulations, pitfalls, and fiscal inter-mediary requirements. Despite Balanced Budget Act (BBA) reductions and increased Medicare scrutiny, Medicare reimbursement still offers providers an opportunity to close the gap between their costs and their payments. Two particular areas that are often underutilized as sources of Medicare reim-bursement are Medicare Bad Debt and Medicaid Registration, which directly impacts Disproportionate Share payments.

In addition, one of the components of the new Medicare Drug Bill increases reimbursement opportunities for DSH payments for rural hospitals. Additional rules and regulations are on the horizon, and understanding the potential benefits as well as possible drawbacks is critical to successful claiming and reimbursement.

Lauralea Dorman, Vice President of Sales & Marketing, Eastern Region, The Kramer Group – As Vice President of Sales & Marketing, Ms. Dorman serves as TKG’s internal expert on Medicare reimbursement. Ms. Dorman was previously an Account Manager with Accordis, and has been in healthcare for 11 years, with extensive experience defending claims through audits.

Ms. Dorman frequently speaks at conferences and seminars across the country to share her national experience and knowledge of regulatory trends. She holds a bachelor’s degree from Rhodes College.

Scott Davis, Director of Revenue Cycle Management, Memorial Healthcare System – Prior to joining Memorial Healthcare System, Mr. Davis was a Senior Manager for Ernst & Young in the Health Care Advisory Business group in the Miami office. He has over 20 years of experience in the healthcare industry


PAGE 14 MAY 11–13, 2005

in both financial audit and consulting services. His primary responsibilities at Ernst & Young included management consulting on mergers and acquisitions, corporate compliance matters, and regulatory issues.

Mr. Davis is a Certified Public Accountant and a Certified Management Ac-countant, as well as a Fellow of HFMA. He holds a BA in Accounting from the University of Northern Iowa, and a Master’s degree in Hospital and Health Services from the University of Iowa.

Mr. Davis has been a member of HFMA since joining the Iowa Chapter in 1984. He attained his Fellowship in 1992 and received the Follmer bronze award in 1996. He chaired the ProAction! Committee in 1995-96, was Director of Chapter Policy and Finance in 1996-97, Program Chair in 1997-98, President-Elect in 1998-99 and President in 1999-2000. He was also the Regional Executive for Region V in 2002-03.

Thursday, May 12, 2005

SESSION 9

8:30 – 9:20 am

“HFMA The Next 50 Years”

Bob Broadway, FHFMA, MBA, Vice President of Bethesda Healthcare System, HFMA National Board of Directors

Bob Broadway, FHFMA, MBA is Vice President of Bethesda Healthcare Sys-tem in Palm Beach County, Florida. He is responsible for leading Bethesda’s Corporate Strategy to include physician operations, real estate management and development, planning, marketing, public relations, governmental and community relations and various healthcare ventures. His most noted accom-plishment is the development of a comprehensive medical mall encompassing primary care and specialist physician services, pediatrics, women’s health-care, diagnostic lab and imaging services, ambulatory surgery, rehabilitation and hearing services, all within a “mall” setting. “The medical mall, Bethesda Health City, was a part of our vision in the early 90s. It opened 9 years ago and is very successful. We are now in the planning phase for a significant addition.”

Bob has had a broad range of healthcare-related experience during the past 30 years. He was the Executive Director of a management service organiza-tion and developed a physician hospital organizational at St. Mary’s Medical Center. His physician leadership experience began in 1987 when he was selected as the President and CEO of the Palm Beach Medical Group in West Palm Beach. Founded in 1950, Palm Beach Medical Group was the largest multispeciality group practice in South Florida. He also gained payer experi-ence when the medical group started a successful HMO. “We built a physi-cian-owned HMO in the mid 80s before it was fashionable and we made a profit and eventually sold the HMO to Equicor. I sat on the Equicor Health Plan and subsequent Cigna Health Plan of Florida Board of Directors.” According to Broadway, “Premiums were competitive with indemnity contracts during that time so we really had to manage the care of our patient population.”

The foundation to his healthcare career was as a senior staff consultant with Coopers and Lybrand specializing in healthcare. This led him to join Good



Samaritan Health System as the Vice President of Finance and Chief Financial Officer, where he served the hospital for 10 years. Bob stated, “I have worked in hospitals, with physicians, and an HMO. The changes to this industry have been significant during my career and the speed by which change occurs is accelerating. I have strived to manage change with an organized process. People perform, not companies; so I have maintained a team approach as a management style. I think working in all areas of healthcare has given me a unique perspective on the system as a whole.”

Although Bob’s career keeps him very busy, he still devotes time to his com-munity and various charitable organizations. He is on the National Board of Directors of the Healthcare Financial Management Association. He served as President of Sunfest of Palm Beach County, one of America’s top music and art festivals. Civic commissions and task forces are often familiar settings that Bob attends and where he serves his community. The Lions Club, American Heart Association, Chamber of Commerce, YMCA, School Advisory Council, Law Enforcement Assistance Foundation, and The Caring Foundation are all charitable organizations Bob has donated his time and talent in the past. “I firmly believe that all of us should give back to others through volunteer and community service.”

SESSSION 10: Keynote

9:45 – 11:45 am

“Anything You Do Is Everything You Do”

Michael Hoffman, President of Igniting Performance

Session Description: How often has the doctor handed the newborn child to the exhausted mother and said, ”Congratulations, you have an effective customer service person!”? NEVER! Why? Because being an expert at creat-ing a customer’s “experience” is not genetic. They will never find “listening skills” in anyone’s DNA. In today’s business world, it is not enough to make customers feel satisfied. We need professionals who know and understand how to build loyalty. The way we handle our customers each and every time we interact with them should always be done “on purpose.” How to consis-tently handle the customer in the right way requires skill. But acquiring the skill set is not always easy. Unfortunately, the tornado of business gets us so caught up in getting daily things done that we fall into routine. When this happens, we do not approach our customers to professionally handle their concerns “on purpose” as much as we should.

In this highly interactive and impactful presentation, Michael Hoffman will engage all levels of an organization by igniting their role in the customer’s experience. Tactical skills enable service personnel to have impact. These skills help the service professional to understand that at this moment in time they ARE the company to THIS individual. “Anything they say and anything they do or don’t do” IS everything their company stands for as it relates, positively or negatively, to the customer.

The audience will experience:

The power of the tornado of business

• The people side of service interactions: Tools to ignite within their realm of influence


PAGE 16 MAY 11–13, 2005

– How to communicate without saying a word: Paralanguage

• The ultimate customer connection: TRUST; How to build it and how to get it back

• Anything you do is everything you do

• What is my role with this customer? Taking control of your realm of influ-ence

This presentation will have them answering the question, “What can I do to positively impact my customer so that I can generate their loyalty?” Remember, satisfaction is a feeling but loyalty is an action.”

The learning from this program can be accentuated with practice sessions, role play scenarios, and case studies. Hoffman firmly believes in the principle, “learn by doing.” He will provide many opportunities for your organization to put all of these strategies and techniques into practice so that your people can indeed learn the right way, the first time.

Michael Hoffman is President of Igniting Performance. Igniting Performance is a Dallas-based company that specializes in sales, customer loyalty, and leadership. Over the last 10 years, Michael has delivered professional speak-ing engagements and customized training to organizations across the country and abroad.

Coming from a background of being a waiter, disc jockey, entrepreneur, TV host, salesperson, sales manager, human resource generalist, national sales trainer…(can this man hold a job?) and as a father of four, 3 teenage girls and a 12-year-old son, Michael is dedicated to providing exceptional impact to deserve your repeat business. (Or any other excuse getting him out of the house!) Michael uses his rich background to drive home his message that “business is and will always be about people. How we approach our internal customers and external customers will set us apart from all of our competition.” No matter how crazy it gets, we have to approach the tornado of business “on purpose” and Michael will show us how.

Effective training combines the right informational tools with the right motiva-tion. Motivation alone is fleeting, but the right tools without motivation are lifeless. Michael Hoffman provides both. Igniting Performance is about igniting people.

SESSION 11: PFS Track

1:40 – 2:30 pm

“What’s New With the Blues”

Fran Watkins, Statewide Director of Physician Provider Relations Department, Blue Cross Blue Shield

Session Description: This presentation will provide an overview of some of the newest processes, products, and plans that illustrate the mission of the company to promote member and provider satisfaction. This will include hos-pital and physician/provider relations programs and the development of the Network Blue/Blue Options programs.



SESSION 12: CFO Track

1:40 – 2:30 pm

“Unlock Hidden Value…How Divestiture of Non-core Enterprises Can Boost Your Balance Sheet!”

Art Wieland, President, CAPPMAX Advisors, LLC

Session Description: Discuss how to evaluate various enterprises oper-ated by hospitals and health systems (eg, home care, assisted living, skilled nursing facilities, etc.) in terms of: core vs non-core; performance; evaluation; appropriateness for divestiture; how to divest; and, pitfalls to be avoided in the negotiation process. The discussion is designed to highlight overlooked but saleable assets and why CFOs need to take a fresh look at the companies/businesses comprising their hospital or health system.

Art Wieland, President, CAPPMAX Advisors, LLC, held the position of Corporate Senior Vice President of Development (ie, mergers and acquisitions) for Genesis Health Care, Inc., the parent corporation of a multi-billion dollar NASDAQ traded health care company prior to founding CAPPMAX Advisors. While at Genesis, Art oversaw the disposition of multiple subsidiary busi-nesses including the company’s Ohio portfolio of 13 facilities, an ambulance company as well as enterprises in Massachusetts, Virginia, Florida, West Virginia, Pennsylvania, and New Jersey. In addition to his merger and acquisi-tion activities, Art was also responsible for the areas of corporate strategic planning and managed care contracting.

Before joining Genesis, Art was one of the youngest health care executives, nationally, to become Senior Vice President and CFO of a major academic medical center. In 1991, at the age of 33, Art was chosen from a national search to assume control of all financial areas including oversight of all for-profit ventures for Sinai Health System, Inc. (now known as LifeBridge Health, Inc.) where he successfully lead a major turnaround of several subsidiary cor-porations, the acquisition of a 260-bed skilled nursing facility, and a merger with a competing health system.

Art was also a Senior Manager with KPMG Peat Marwick specializing in the areas of feasibility consulting and public debt offerings. Art received both his Bachelor’s and Masters in Business degrees, with honors, from Loyola College in Baltimore.

Session 13: PFS Track

2:40 – 3:30 pm

“Contract Modeling- Financial Management of Denials and Underpayments” – Part 1

Glen N. Gill, FHFMA, CMPA, CMCP, CHFP, MHA, St. Thomas Health System

Session Description: What You’ll Learn —

• How a contract modeling database can reduce the amount of money that must be deducted from Gross Revenue thereby increasing Net Income

• Proofing Audits • Reporting


PAGE 18 MAY 11–13, 2005

Glen N. Gill, FHFMA, CMPA, CMCP, CHFP, MHA, is an adjunct faculty of the University of St. Francis and Austin Peay University. Lecturing in their graduate healthcare administration programs, he teaches Managed Care Theory and Practice, Healthcare Finance, Healthcare Administration, and Healthcare Economics.

He currently works for St. Thomas Health System, a five-hospital health system in Nashville, Tennessee and is a member of their Board of Advocates.

Part of his responsibilities in sitting on the systems Revenue Cycle Committee include overseeing contract modeling and contractual allowance posting using the MedStat AscentTM System. He has deep and broad experience in how healthcare entities work including hospitals, clinics, long-term care facilities and insurance companies.

A recipient of their Bronze, Silver, and Gold Merit Awards, he is a past Board Member of the Healthcare Financial Managers Association and an active member of the International Health Economics Association as well as various charitable organizations.

Session 14: CFO Track

2:40 – 3:30 pm

“Compliance Hi Jinx: What Is Hot on the OIG’s Agenda?”

Joanne B. Erde, Partner, Duane Morris, LLP Kenneth R. Nuñez, BS, CHCC Corporate Integrity Officer, Mercy Hospital

Session Description: This presentation will address current issues that the OIG is investigating and specific areas of concern.

Joanne B. Erde practices in the area of healthcare law, concentrating on Medicare and Medicaid law and regulations, corporate compliance issues, Medicare payment and billing rules, Medicare reimbursement controversies ,and appeals and healthcare fraud and abuse provisions.

In recent years she has represented private nonprofit hospitals, for-profit hos-pital groups, and public hospitals across the country in disputes before the Pro-vider Reimbursement Review Board, the Centers for Medicare and Medicaid Services, Medicare fiscal intermediaries, and federal courts. She has handled numerous settlement negotiations and administrative and judicial litigation regarding a wide variety of third-party reimbursement and payment issues.

Admitted to practice in Florida and New York, she is a member of the Ameri-can Health Lawyers Association and the Health Law Section of The Florida Bar. She is a board-certified healthcare lawyer.

Ms. Erde is a 1977 graduate of Hofstra University School of Law and earned a Master of Public Health degree from the University of California at Los Ange-les. She is a magna cum laude graduate of the State University of New York at Buffalo and is a member of Phi Beta Kappa.

Kenneth Nuñez is the Corporate Integrity Officer for Mercy Hospital — the only Catholic hospital in Miami-Dade County. Mercy Hospital is a member of Catholic Health East, a health care system operating in 11 eastern states. Mr. Nunez oversees a health care ethics and integrity program based on the



seven elements of an effective compliance program as described by the De-partment of Health & Human Services’ Office of Inspector General (OIG).

Prior to joining Mercy Hospital in March 2004, he served as the National Medicare Operational Compliance Director for the UnitedHealthcare (UHc) and Ovations divisions of United Health Group. United Health Group is a national health and well-being company. In this capacity, he was awarded the “2001 UnitedHealthcare Medicare Integrity & Compliance Award” by UnitedHealthcare’s Chief Compliance Officer. Mr. Nuñez served in this role for over seven years. Before joining UHc, he worked for Foundation Health Services in an operational role.

Mr. Nuñez is a cum laude graduate of Barry University where he received a Bachelor of Science degree with a major in Legal Studies and Applications. Mr. Nuñez’s professional memberships include the Health Care Compliance Association (HCCA), the Institute of Internal Auditors (IIA), the Society of Cor-porate Compliance and Ethics (SCCE), and Healthcare Compliance Resources (HCR). In addition, he is a certified healthcare compliance consultant (CHCC).

Mr. Nuñez is a life-long Florida resident and married with two children. Coin-cidentally, he and his two sons were born at the hospital where he works.

Session 15: PFS Track

3:50 – 4:40 pm

“Contract Modeling- Financial Management of Denials and Underpayments” – Part 2

Glen N. Gill, FHFMA, CMPA, CMCP, CHFP, MHA, St. Thomas Health System


3:50 – 4:40 pm

“How to Borrow Large Sums of Money at Low Interest Rates” – A Case Study

Paul Towell, Raymond James Tim Skeldon, Parrish Medical Center

Session Description: This session examines how Parrish Medical Center planned and financed a replacement hospital. Tim Skeldon (CFO) will discuss how PMC planned for a replacement hospital, how the management team picked a financing plan. Paul Towell (Raymond James) will discuss how the plan of finance meet PMC’s objectives.

Additionally Mr. Skeldon and Mr. Towell will discuss the interest rate swap PMC placed in service in 2003 resulting in an extremely low interest rate for the replacement hospitals debt.

Tim Skeldon serves as Parrish Medical Center’s senior vice president and chief financial officer. He brings 17 years of professional experience to the medical center.

Under his leadership, PMC has maintained the organization’s A+ credit rat-ing.


PAGE 20 MAY 11–13, 2005

Prior to assuming his present position in 1999, he was Vice President/Chief Financial Officer at Central Florida Regional Hospital, Sanford, Florida. He also has been Controller at Fawcett Memorial Hospital, Port Charlotte, Florida; Columbia Medical Center, Sanford, Florida; and Columbia Park Medical Cen-ter, Orlando, FL; and Senior Accountant with Ernst & Young, Orlando, Florida.

He graduated from the University of Central Florida in August 1985 where he received his bachelor’s degree in Accountancy, magna cum laude. Mr. Skeldon went on to receive his master’s degree in Accountancy in December 1986.

He is a member of American Institute of Certified Public Accountants (AICPA), Florida Association for Managed Care Professionals (FAMCP), Florida Institute of Certified Public Accountants (FICPA), and Healthcare Financial Manage-ment Association (HFMA). He is a Fellow Healthcare Financial Management Association (FHFMA), American College of Healthcare Executives (ACHE) and Certified Public Accountant (CPA).

Paul Towell joined the Raymond James healthcare public finance team in the spring of 2004. Mr. Towell has over 15 years of experience working with not-for-profit hospitals and long-term care providers. During this time, he com-pleted over $600 million in investment banking transactions and closed over $1 billion in commercial loans and letters of credits for his clients. In a number of these transactions, Mr. Towell incorporated interest rate derivative strategies tailored to achieve each client’s financing objectives. Many of his long-term care and hospital clients achieved first time investment grade ratings with his assistance. Mr. Towell has spoken on numerous occasions to various industry groups on a wide range of topics including disclosure issues for derivative products and municipal bonds.

Mr. Towell previously worked for Bank of America N.A. and Bank of America Securities LLC for 18 years. He has served as the manager of the Mid-Atlantic healthcare group and a director in the healthcare public finance group. He organized and maintained the bank loan underwriting guidelines for not-for-profit hospitals and long-term care providers and designed treasury manage-ment systems and bank syndications.

Mr. Towell, a British citizen, graduated from Hofstra University with a BBA in Marketing. He holds a registered securities representative license.

Friday, May 13, 2005

HFMA Track


8:30 – 10:30 am

“How Institutional Investors, The Rating Agencies, and Municipal Bond Insurers View Florida Hospitals”

Moderator: Paul Towell, representing Raymond James

Representing the Rating Agency: Lisa Goldstein, Senior Vice President Public Finance Group, Moody’s Investors Service

Representing the Municipal Bond Insurer: Robert C. Wetzler, Vice President, Health Care Financial Security Assurance



Representing the Institutional Investor: Richard A. Ciccarone, Managing Director and Chief Research Officer, McDonnell Investment Management, LLC

Session Description: This discussion will discuss the characteristics that are unique to Florida hospitals and health systems as perceived by three important constituencies. An institutional buyer of long-term hospital bonds will describe the key credit factors they use to evaluate hospitals, and outline any special consideration they give to Florida institutions. A rating agency’s perspective will be provided by Lisa Goldstein from Moody’s Investor Services. Ms. Gold-stein will outline, compare, and contrast the characteristics common to Florida institutions with those of non-Florida hospitals. A municipal insurer’s perspec-tive will be given by Robert Wetzler from FSA. Mr. Wetzler will discuss the general features that make a healthcare institution an attractive candidate for municipal bond insurance and relate his insights directly to his Florida hospital experience. A question and answer period will follow.

Moderator: Mr. Paul Towell joined the Raymond James healthcare public finance team in the spring of 2004. Mr. Towell has over 15 years of experi-ence working with not-for-profit hospitals and long-term care providers. During this time, he completed over $600 million in investment banking transactions and closed over $1 billion in commercial loans and letters of credits for his clients. In a number of these transactions, Mr. Towell incorporated interest rate derivative strategies tailored to achieve each client’s financing objectives. Many of his long-term care and hospital clients achieved first time investment grade ratings with his assistance. Mr. Towell has spoken on numerous occa-sions to various industry groups on a wide range of topics, including disclo-sure issues for derivative products and municipal bonds.

Mr. Towell previously worked for Bank of America N.A. and Bank of America Securities LLC for 18 years. He has served as the manager of the Mid-Atlantic healthcare group and a director in the healthcare public finance group. He organized and maintained the bank loan underwriting guidelines for not-for-profit hospitals and long-term care providers and designed treasury manage-ment systems and bank syndications.

Mr. Towell, a British citizen, graduated from Hofstra University with a BBA in Marketing. He holds a registered securities representative license.

Lisa Goldstein, Senior Vice President Public Finance Group, Moody’s Inves-tors Service, is lead analyst for over 80 health care bond ratings in the states of Texas, Florida, Colorado, Georgia, New Hampshire, Arizona, Kansas, Utah, and Oklahoma, while sharing responsibilities for bond ratings in the states of Massachusetts, New Jersey, North Carolina, and South Carolina. She also specializes in specialty hospitals, such as children’s hospitals and psychi-atric facilities, and is the lead analyst on hospital mergers and acquisitions.

Lisa joined Moody’s Health Care Ratings group in 1990 as a graduate intern. After a rotation with the Credit-Supported Ratings group, Lisa returned full time to health care. Lisa has a B.A. degree in American Studies from Brandeis University and a Masters of Public Administration degree from New York University.

Robert C. Wetzler is a Vice President with Financial Security Assurance. He is responsible for structuring and underwriting guaranteed health care securiti-zations for hospitals and health systems nationwide.


PAGE 22 MAY 11–13, 2005

Previously, Robert was a director in the health care group at Fitch Ratings. While at Fitch, Robert was the lead analyst for hospital credits in the southeast-ern United States and was responsible for managing the surveillance of over fifty health care credits. In addition, Robert lead-authored numerous healthcare industry outlook and rating guideline pieces and was also the sector leader for Fitch’s long-term care ratings group.

Robert began his health care career with the firm ZA Consulting, conducting market and financial feasibility studies. He holds an MBA from Temple Univer-sity and is a licensed Certified Public Accountant.

Richard A. Ciccarone, Managing Director and Chief Research Officer, McDonnell Investment Management, LLC, has twenty-six years of investment in-dustry experience. Mr. Ciccarone is responsible for managing the Company’s investment research resources, including the management of research analysts and analytical tools to support client portfolios. In addition, Mr. Ciccarone is a majority owner of Merritt Research Services, LLC, a municipal database research company affiliated with the Company. Prior to September 2001, Mr. Ciccarone served as Senior Vice President and Co-Head of Fixed Income at Van Kampen Investments Inc., where he was primarily responsible for munici-pal asset management. Prior to that position, he served at Van Kampen as Senior Vice President and Co-Head of Municipal Investments and Director of Research. From 1989 to 1996, Mr. Ciccarone served in various capacities at EVEREN Securities Inc (Chicago) and its predecessor firms (Kemper Securities Inc and Blunt Ellis & Loewi, Inc.) as an Executive Vice President and Director of Fixed Income Research. From 1983 to 1989, Mr. Ciccarone was a Vice President and Director of Unit Investment Trust Research for Van Kampen Mer-ritt Inc. Prior to 1983, he was manager of municipal research at Harris Bank (Chicago). Mr. Ciccarone is a co-founder and past national chairman of the National Federation of Municipal Analysts and has received numerous awards and distinctions as the top buyside research director and top municipal gen-eralist analyst from Smith’s Research & Ratings and The Bond Buyer as well as a first team All American Fixed Income Analyst from Institutional Investor magazine. He earned his BA degree at Miami University (Ohio) and his MA degree from The University of Akron.

SESSION 18: HFMA Track

10:50 – 12:30 pm

“Keeping Up With the Changes in Reimbursement”

Kathy Reep, Vice President, Finance, Florida Hospital Association and Dennis Fuller, CPA, FHFMA, Director, Reimbursement and Tax Accounting, Shands HealthCare

Session Description: Kathy and Dennis will discuss current reimbursement issues impacting hospitals – from proposals for Medicaid reform in Florida to changes in Medicare managed care. The session will also include highlights of the proposed rule for FY 2006 Medicare inpatient PPS, compliance con-cerns, and thoughts about pending or potential federal legislation that would impact Florida’s health care providers.

Kathy Reep is Vice President/Financial Services with the Florida Hospital Association. Her responsibilities include monitoring regulatory issues related to Medicare, Medicaid, managed care, Workers’ Compensation, and CHAMPUS,



determining their impact on Florida hospitals, and educating the providers in the state about their implications. She is also responsible for compliance issues related to billing and reimbursement, as well as HIPAA implementation.

Kathy has over 25 years’ experience in health care. Prior to joining FHA, Kathy worked with Florida Hospital in Orlando for 18 years. She has held positions in Patients Business, Internal Audit, Systems Management, DRG Management, and as Associate Director of Budget. Prior to leaving Florida Hospital, Kathy held the position of Reimbursement Director.

Currently, Kathy co-chairs the Outpatient Workgroup of the Medicare Techni-cal Advisory Group with CMS. She is a member of American Health Lawyers Association, HFMA, and AAHAM, as well as chairman of the State Uniform Billing Committee and a voting member of the National Uniform Billing Com-mittee. Kathy holds an MBA degree from Rollins College.

Dennis L. Fuller, CPA, FHFMA, Director, Reimbursement Accounting, has worked for Shands HealthCare for 17 years. He supervises the reimbursement and tax accounting functions for the entire Shands HealthCare system. Prior to joining Shands, he worked for BC/BS of Florida in the Provider Audit and Reimbursement Department. In addition to his duties at Shands, Dennis is one of the Provider Representatives on the National Medicare Technical Advisory Group (MTAG) – which meets regularly with HCFA staff in Baltimore.

Dennis has a BS in Accounting from the University of Florida and an MBA and MHA from the University of North Florida. He is a CPA as well as a FHFMA. He is currently the President-elect of the Florida Chapter of the HFMA. And has previously served as the Chairman of the Education Committee and the Chair-man on the Third Party Payer Committee.

SESSION 19: HIMSS Track

8:30 – 9:30 am

“Positively Impacting Your Revenue Cycle With the Right Tools”

Christi Rushnell, Director Information Systems, Health First

Session Description: Commonly referred to as the Revenue Cycle, hospital organizations are concentrating hard on bringing in the cash. Having the right people and processes has a huge impact on the revenue cycle of a health care organization. So too does having the right tools available, assisting staff in getting the job done right.

After participating in this presentation the attendee will:

• be able to understand the different areas of the revenue cycle

• understand which process reviews are necessary when installing applications

• review various project installs and relate each to a different area within the revenue cycle

Christi Rushnell, Director Information Systems, Health First, is a 14-year veteran with Health First beginning her career in the Patient Admissions office at Holmes Regional Medical Center. Over the years, Christi has concentrated


PAGE 24 MAY 11–13, 2005

on providing technical expertise to the various departments that bill and col-lect revenue throughout Health First. She has managed numerous projects, including installation of the Patient Accounting Hospital Information System, the Enterprise Master Person Index, and Y2K activities for the patient business functions within Health First. Beginning in June 2001, Christi accepted the role of HIPAA Compliance Manager for the organization. In October of 2002, Christi was promoted to the Corporate Information Privacy and Security Of-ficer for Health First, In addition to her Information Privacy and Security role, Christi is the Information Systems Director for Health First. In this role, Christi oversees the implementation and maintenance of over 300 applications used by the Health First organization. Christi is a member of HIMSS and sits as the Chapter Advocacy Liaison for the N/CFHIMSS. She is also a member of AHIMA, and AAHAM.

SESSION 20

9:30 – 10:30 am

“The Clinically Driven Revenue Cycle: Where Are We and Where Are We Headed?”

Robecca Quammen, President/CEO, Quammen Group, Winter Park, FL

Session Description: With the emergence of clinical automation systems, the healthcare industry is exploring ways in which that automation can be used to enhance the revenue cycle. This presentation will take a critical look at how clinical automation is and can impact the revenue cycle, including a discussion of what technology is currently available and what is being consid-ered for development.

Robecca Quammen, President/CEO, Quammen Group, Winter Park, FL – As President and CEO of The Quammen Group, Robecca is an ac-complished senior executive in healthcare information systems, combining extensive healthcare administration, software vendor, and consulting prac-tice experience. She has over 28 years’ experience in healthcare to include business development, sales, strategic and tactical planning, operations and organizational development, product development and delivery and emerging healthcare initiatives. With a career history and reputation for superior quality business solutions and customer service, Robecca has held senior manage-ment positions for large healthcare delivery organizations, the nation’s largest healthcare software vendor, and a large private healthcare consultancy. Most recently she founded The Quammen Group as a full-service healthcare consult-ing firm specializing in business planning and development, strategic plan-ning, large-scale software and hardware implementation, software acquisition, outsourcing, and organizational development.



SESSION 21

10:45 – 11:45 am

“The Value of an Output Strategy: What, How, and Why Create One?”

Ken Woodruff, Industry Director, Healthcare and Federal Government, Printing Solutions & Services Division, Lexmark International

Session Description: Healthcare enterprises purchase, deploy, and manage thousands of hardcopy output assets — including printers, copiers, scanners, and fax machines — across numerous departments and facilities. These devices are typically from various manufacturers, as well as a mixture of legacy and current technologies. We’ll take a look at this largely unman-aged space; the trends and resulting issues, define the opportunity, Lexmark’s approach to developing an Output Strategy, Realizing Savings, and a Case Study — where the greatest savings opportiunity lies in addressing not only the infrastructure, but more importantly, the business process.

Ken Woodruff is Industry Director for Healthcare and Federal Goverment sectors of the Printing Solutions & Services Division of Lexmark International Inc. Woodruff has national responsibility for development, marketing, and sales of Lexmark’s solutions for the healthcare and federal government indus-tries. He began his career with IBM in 1977 and held various engineering, and research and development positions supporting the development of IBM office products, storage products, and system printing solutions. Woodruff joined Lexmark when it was launched in 1991 and held various engineering and professional services management positions, leading development of high-performance printing solutions and industry-focused document workflow solutions and healthcare Output Strategies. Woodruff holds a bachelor’s de-gree in electrical engineering from Southern Illinois University. He also holds a master’s degree in electrical engineering from the University of Colorado.


PAGE 26 MAY 11–13, 2005

Announcing the 50th Anniversary

Florida HFMA 2005 Spring Institute Vendor Exhibition

The Florida Chapter of the Healthcare Financial Management Association (HFMA) invites you to participate in the 50th Anniversary Florida 2005 Spring Institute Vendor Exhibition. The Spring Institute, an annual meeting for HFMA members from the state of Florida, will be held May 11-13, 2005, at the Sheraton Sand Key Resort in Clearwater, Florida.

There will be several networking opportunities for you to interact with health-care decision-makers. HFMA members will be encouraged to seek your advice, visit with friends, and make new acquaintances.

Due to space allocation within the hotel, only tabletop displays will be allowed. Six-foot skirted tables will be provided. If you require electricity, phone line, wireless connections, etc., hotel rates will apply. The exhibit area will be in the main meeting room where your exhibit will be displayed Wednesday morning until Thursday afternoon. Many of the breaks, receptions, and meals will be in or near the exhibit area, with specific assigned exhibit times to ensure exhibi-tors are available during the peak traffic times and are able to maximize the potential to talk with all attendees. In addition, we’ll have prize drawings in the exhibit area to encourage attendees to visit your individual area. We expect that this will give added incentive for every attendee to visit all of the various exhibits.

We encourage you to plan your calendar to make time available to attend this event. The Florida Chapter has negotiated an affordable rate of $144 per night at the Sheraton Sand Key Resort in Clearwater, Florida. Make your hotel reservation early by calling (727) 595-1611, be sure to ask for the Florida Healthcare Financial Management Association rate. Please note that the HFMA room block is available for HFMA registrants only until April 9, 2005.

With your help, the 2005 Spring Institute will be the best ever and will help HFMA continue to provide valuable services to healthcare professionals. We look forward to your participation and support. Space is limited, so hurry! Contact Jamie Wiley for details at (321) 662-9655 or [email protected]. Space availability expires April 1, 2005.

EXHIBITING OPPORTUNITY

EXHI

BITI

ON



spon

sors

GOLD MEMBERS

Raymond James and Assoc.

SILVER MEMBERS

Draffin and Tucker, LLP MedAssist — Argent Healthcare

BRONZE MEMBERS

Accordis, Inc. Account Receivable Management, Inc. BCA Financial Services, Inc. BCC Financial Management Services, Inc. CodeCorrect Computer Credit, Inc. ExpressBill/WebMD Financial Credit Services, Inc. Alan M. Fisher, PA GCCB, Inc. The Kramer Group King and Spalding, LLP MAF Collection Services, Inc. MedFi International The M.A.R.C. of the Professionals N.C.O. OSI Healthcare Services OVAG International Healthcare The SSI Group, Inc. United Collection Bureau, Inc. Vickers Chambless Managed Search, Inc.

2005 CORPORATE SPONSORS

SPECIAL ACKNOWLEDGEMENTHFMA wishes to acknowledge and thank the Publication Services Department of Shands HealthCare in Gainesville, Florida, for providing design, layout, and production services of this conference brochure.


PAGE 28 MAY 11–13, 2005

REGI

STRA

TION

NOT

ES HOTEL: The deadline for hotel reservations is April 9, 2005. Make

reservations as soon as possible by telephoning the Sheraton Sand Key

Resport at (727) 595-1611. Don’t forget to ask for HFMA rate. The rate is

$144 for single or double (plus state and local taxes).

MEALS: Please help us control costs by indicating on the registration form

if you plan to attend Wednesday lunch, reception, and Thursday lunch,

reception, and dinner. While we recognize that you have paid a fee, we can

curb meal expenses if we know in advance that you’re unable to attend. If

you need a special meal, please attach a note and we will attempt to assist

you.

DRESS: Business casual attire for all sessions and Wednesday night function.

After-five Cocktail attire requested for Thursday night banquet. Join us as

we celebrate the Florida Chapter’s 50th Anniversary. We’ll also conduct the

installation of the 2005-06 Officers and Board of Directors.

SMOKING: A no-smoking policy has been adopted for all functions. Thank

you for your cooperation.

SESSIONS: Choose your courses carefully. Last-minute changes are

cumbersome. Help us reserve your place in the sessions.

REGISTRATION FEES: Registration fees are payable in advance and

should be received by Dwight Tillman no later than May 2, 2005. Please do

not ask to be billed. Registration fees include admission to the conference,

the cost of all regular sessions, session materials, continental breakfasts,

breaks, luncheons, receptions, dinners, and hospitality suite. Guest tickets are

intended for a sponsor or significant other who accompanies the registrant to

the evening events. On-site registrants are welcome and will be asked to pay

the late fee. (Refer to the registration form regarding registrations received

after May 2, 2005.) Each person attending the conference should complete a

registration form.



CONTINUING EDUCATION CREDITS: Total 21 credits obtained. Please

be sure to maintain your CEU Form, which you will receive at time of

registration. Please return completed form to the HFMA registration desk upon

adjournment.

CANCELLATION POLICY: Registration cancellations received prior to/on

May 2, 2005, are subject to a fee of $75. After May 2, 2005, substitutions

only. Refunds cannot be given on cancellations made within ten (10) days of

the conference.

SPECIAL NOTE: The Florida Chapter HFMA wishes to ensure that no

individual with a disability is excluded, denied services, or otherwise treated

differently from other registrants due to the absence of auxiliary aids and

services. If you need auxiliary aids or services identified in the Americans

with Disabilities Act, please call Mary Madura at (954) 987-2020, ext. 5848,

to discuss your request. Contact the hotel for appropriate room accommo-

dations.

CONFERENCE CONTACT: Jamie Wiley, 2004–05 Director of Education,

HFMA Florida Chapter. [email protected] or (321) 662-9655.


PAGE 30 MAY 11–13, 2005

REGISTRATION FORM PAGE 1 OF 2

regi

stra

tion

form REGISTRANT’S INFORMATION

Name

Name on Badge

Title

HFMA Membership Number Phone

Organization

Street Address

City State ZIP

E-mail

REGISTRATION INFORMATION

Florida HFMA Corporate Sponsor: □ Gold □ Silver □ Bronze

Florida HFMA: □ Member □ Non-member □ New Member □ Advanced

□ FHFMA □ CHFP □ Speaker □ Officer □ Board Member □ Past President

CHOOSE YOUR SESSIONS (check only those you plan to attend)

HFMA FLORIDA CHAPTER “Beyond the Numbers – Celebrating 50 Years!” May 11–13, 2005

Send completed form/payment to: Dwight Tillman Bacen and Jordan, PA 2699 Stirling Road, Suite A302 Ft. Lauderdale, FL 33312-6583 954-224-0204 Fax: 954-986-9751 (Fax Credit Card Registrations Only) [email protected]

Wednesday • May 11

8:30 am – 10 am□ Session 1

10:15 am – 11:45 am□ Session 2

12 pm – 1:30 pm□ Lunch

1:40 pm – 2:30 pm□ Session 3□ Session 4



5:30 pm – 7 pm□ Reception

Friday • May 13

HFMA Track8:30 am – 10:30 am□ Session 17

10:50 am – 12:30 pm□ Session 18

HIMSS Track 8:30 am – 9:30 am□ Session 19

9:30 am – 10:30 am□ Session 20

10:45 am – 11:30 am□ Session 21

Thursday • May 12

8:30 am – 9:20 am□ Session 9

9:45 am – 11:45 am□ Session10

12 pm – 1:10 pm□ Lunch

1:40 pm – 2:30□ Session 11□ Session 12



6:30 pm – 7:00 pm□ Reception

7:00 pm – 9:00 pm□ Dinner (After-five Cocktail Dress Attire Requested)



REGISTRATION FEE SCHEDULE

PAYMENT METHODS Make checks payable to: HFMA FLORIDA CHAPTER

□ I have enclosed a check or money order for $ □ Please charge my: □ MasterCard □ Visa □ American Express

Card Number Expiration Date

Print name as it appears on card Signature

CANCELLATION POLICY: Registration cancellations received prior to/on May 2, 2005, are subject to a fee of $75. After May 2, 2005, substitutions only.

SPECIAL NOTE: The Florida Chapter HFMA wishes to ensure that no individual with a disability is excluded, denied services, or otherwise treated differently from other registrants due to the absence of auxiliary aids and services. If you need auxiliary aids or services identified in the Americans with Disabilities Act, please call Mary Madura at (954) 987-2020 ext. 5848 to discuss your request. Contact the hotel for appropriate room accommodations.

EARLY BIRD (through May 2)

□ Member $295

□ Non-member $350

□ One-day Rate $195

□ Guest Ticket: □ Wednesday Lunch $ 35 □ Thurssday Lunch $ 35 □ Thursday Dinner $ 65 Guest’s Name:

REGULAR REGISTRATION (registrations received

after May 2)

□ Member $400

□ Non-member $455

□ One-day Rate $225

□ Guest Ticket: □ Wednesday Lunch $ 35 □ Thurssday Lunch $ 35 □ Thursday Dinner $ 65 Guest’s Name:

REGISTRATION FORM PAGE 2 OF 2

Registrant’s Name

SHA

ND

S D

ennis Fuller Shands H

ealthCare

PO Box 100336

Gainesville, FL 32610-0336

NO

N-PRO

FIT ORG

. U

.S. POSTA

GE

PAID

G

AIN

ESVILLE, FL PERM

IT NO

. 94

florida hospital association

Documents