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Tri-State Institute January 23-25, 2013 Tunica, MS TNHFMA thefallinstitute.org 1 --TITLE P AGE
Tri-State Institute January 23-25, 2013 Tunica, MS
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WELCOME FROM THE PRESIDENT
Martha’s Musings:
This year’s theme for the Annual Fall Institute is “Reaching Higher Ground in Healthcare” and this is so
applicable for our current healthcare environment. As we once again visit one of my favorite places, the Great
Smoky Mountain National Park, and with this theme in mind, I reach back to my favorite movie, The Sound of
Music, for one of my favorite songs - “Climb Every Mountain.” From the lyrics by Rodgers and Hammerstein:
“Climb every mountain, search high and low, follow every byway, every path you know.”
In the ever changing environment of healthcare, I think we constantly feel like we are climbing every mountain
with each passing change to the healthcare world. We are striving to find ways to deal with the latest
reimbursement cuts and trying to determine how to provide the care to the patients with less funding. We are
searching for that more efficient and more effective means of accomplishing great patient care with less. We
hope that the sessions that are planned for the Fall Institute will help you to Reach Higher Ground for some
solutions to the issues that you face every day.
On Wednesday afternoon, we will have the STAR committee meetings! This is your way to become involved
in your chapter and really meet some great people! While time will be spent planning for the remainder of the
HFMA year, it is also a time of fun. Plan to join in and GET INVOLVED!
On Wednesday night, please plan to attend the ever popular annual Kurt Swersky Memorial BBQ which honors
a former TN HFMA member who was a valued and dedicated member of the TN chapter and Gregg Swersky
continues in his brother’s footsteps in that regard. Thanks, Gregg, for hosting such a great and always
memorable event each year! You never know what you will see – could be snow, could be bears, could be deer,
but there will always be a host of great friends!
At Thursday’s lunch, we will continue to celebrate the success of the 2014-15 chapter year with Doc
Burchfield’s leadership team by presenting the chapter awards. Along with this celebration, we will present the
annual Founder Awards and the other chapter awards. You don’t want to miss this exciting celebration.
Special thanks to David Lane and Cynthia McBride for leading an outstanding Fall Institute Committee.
Thanks, too, for the committee’s time in planning this event. They have invited great speakers and planned
great networking time for you to escape to “higher ground”, to recharge the batteries, and to find solutions to
climb the mountain.
So, I hope you join me in Gatlinburg for this exciting program to help you follow every path to help you “Reach
Higher Ground!” Take time while you are there to enjoy the ever popular transformation of the mountains into
their beautiful colors of fall!
Safe travels to Gatlinburg – see you there!
Martha
2015-16 TN President
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COMMITTEE MEMBERS
David Lane Revenue Cycle Performance Group-Committee Chair
Cynthia McBride McKesson- Committee Co-Chair
Jack Abernathy Affiliated Creditors
Brad Arnold Frost-Arnett
Julie Atchley Matheney Stees & Associates
Kellie Buchanan Functional Pathways
Martha Calfee Matheney Stees & Associates
Mark Cameron RevenueVantage
Joe Johnston Frost-Arnett
Pamela Jones MCOT, Inc.
Buffy Loveday Emdeon
Heather McGarry MedCycle
Tina Minnick Press Ganey
Sarah Phelps PatientFocus
Guice Smith Stanton Chase International
Jess Stewart HCFS
Katie Tarr LBMC, PC
Amy Totty
Lindsey VanCleave Bernard Health
Carmen Voelz Accordias Healthcare Services, LLC
Tammy Wood IMA Consulting
Chase Wunder Revenue Recovery Corporation
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SCHEDULE AT A GLANCE
Tuesday-October 20
1:00 p.m.– 6:00 pm Golf Tournament - Gatlinburg Golf Course
Wednesday – October 21
11:00a.m.– 5:00 p.m. Registration
11:00 a.m.–12:00 p.m. TN HFMA Board Meeting
1:00 p.m.– 2:15 p.m. General Session: Creating the Best Patient Experience
2:15 p.m.–2:45p.m. Break in Solutions Hall
2:45 p.m.–4:00 p.m.
Concurrent Session: How to Keep Your Long-Term Care Ship Afloat
2:45 p.m.–4:00 p.m. Concurrent Session: “Hands-On" Technology Session
3:30 p.m.–4:00 p.m. New Member/First Timers Meet & Greet
4:00 p.m.–5:00 p.m. STAR Committee Meeting
4:00 p.m.–5:30 p.m. President’s Reception
6:00 p.m.– 8:30 p.m. Annual Kurt Swersky Memorial Barbecue
Thursday – October 22
7:00 a.m.– 5:00 p.m. Registration
7:00 a.m.– 8:15 a.m. Breakfast in Solutions Hall
7:00 a.m.–8:00 a.m.
9:00 a.m. – 4:00 p.m.
Prayer Breakfast: People Power
Blood Drive
8:15 a.m.– 9:15 a.m.
HFMA National Update
9:15 a.m.– 9:45 a.m. Break in Solutions Hall
9:45 a.m.– 11:00 a.m. Keynote: Maximizing Success in a Bundled Payment Environment
11:00 a.m.– 12:30 p.m. Lunch and Awards
12:30 p.m.– 1:45 p.m. Concurrent Session: MSHA's Journey About Lowering Supply Cost Expense for Six
Consecutive Years
12:30 p.m.– 1:45 p.m. Concurrent Session: Ongoing Absence of Necessary Providers: Overcoming the Barriers to
Challenging Physician Recruitment and Retention
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Thursday – October 22
1:45 p.m.– 2:15 p.m. Break in Solutions Hall
2:15 p.m.– 3:30 p.m. Concurrent Session: Population Health
2:15 p.m.–3:30 p.m. Concurrent Session: Accounting and Auditing Update
3:30p.m. – 4:00p.m.
Break in Solutions Hall
4:00 p.m.– 5:15 p.m. General Session: Leveraging Electronic Health Record Capabilities to Drive Sustainable
Improvements in Your Revenue Cycle (and Beyond)
5:15 p.m.– 6:30 p.m. Sponsor Appreciation Reception and Door Prizes
6:30 p.m.– 9:00 p.m. Dinner on Your Own
Friday October 23
7:00 a.m. –10:30 a.m. Registration
7:30 a.m. – 8:30 a.m. Buffet Breakfast in the Solutions Hall
8:30 a.m. – 9:30 a.m. General Session: Tennessee Payment Reform Initiatives
9:30 a.m. –10:00a.m Break in the Solutions Hall
10:00 a.m. – 11:30 a.m. General Session: Revenue Cycle Panel
11:30 a.m. –11:45 a.m. Closing Announcements, Door Prizes (must be present to win), Adjourn
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PRESENTATION DESCRIPTIONS AND BIOGRAPHIES
Wednesday, October 21
1:00 p.m. – 2:15 p.m. General Session: Creating the Best Patient Experience
Debbie Landers & Paul Bolin
What is all the buzz about patient engagement? Doesn’t your organization understand without patients filling the hospital
beds or utilizing the healthcare system it just might not stay in business? Or are you counting on location and past
experience to carry your growth strategy? It’s about time the CFO and the CMO are at the table together agreeing.
Time to jump into the 21st century and understand the buzz about patient engagement, why it’s getting executives
attention across the country and how it could be the perfect time for your organization to focus on engagement. This takes
a commitment from every person in the organization, but at the end of this session you will know the basic requirements,
administrative structure, cost and value from success stories.
Learning Objectives:
Describe how technology influences the patient’s experience including telemedicine, patient portal, and social
media
Identify the financial considerations and how it affects the CMS incentives, P4P metrics, and market share
Describe how the patient experience is connected to the workforce
List how leadership plays a critical role in patient experience
CPE Credits: 1.5 Hours, Specialized Knowledge
2:45 p.m. – 4:00 p.m. Concurrent Session: How to Keep Your Long-Term Care Ship Afloat in the Sea of Accountable, Bundled, and Bungled Payment
Bill Matheney
This session will update the attendee on the changes in nursing home reimbursement at the state and national levels. In
addition, the session will cover some of the aspects of how long-term care providers may fit in bundled payment and
accountable care organization arrangements. Payment to providers is changing not only for Medicare and TennCare but
many insurers are starting to payment long-term care providers based on the quality of care provided. This session will
benefit not only free-standing providers but will provide insight to acute care providers regarding how long-term care may
impact them in a bundled payment world.
Learning Objectives:
Describe how long-term care is paid at the state and federal levels and provide some suggestions on how to
maximize that payment
Identify the new payment realties in the new continuum of care
Identify how long-term care fits in a population health model
CPE Credits: 1.5 Hours, Specialized Knowledge
2:45 p.m. – 4:00 p.m. Concurrent Session: “Hands-On” Technology Session
Lindsey VanCleave and Ariel Biggs
The presentation will offer an overview of how to work from your smartphone or tablet, both Apple and Android. The
topics covered will include: email, scheduling, phone calls, and privacy settings. This session will also teach participants
best practices for maintaining HIPAA compliance when using a smartphone or tablet. Also, we will introduce participants
to some new healthcare and work productivity apps. Finally, this session will conclude with a time for questions and
hands on help with smartphones and tablets.
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Learning Objectives:
View and navigate their email accounts on their smartphones
Schedule and accept calendar requests on their smartphones
Navigate their security settings
CPE Credits: 1.5 Hours, Specialized Knowledge
Thursday October 22, 2015
7:00 a.m. – 8:00 a.m. Prayer Breakfast: People Power
Joseph Garner
People matter. In our ever-advancing world of technology, business and development, are we neglecting our greatest
resource: people? Through stories, personal experience and some basic principles, we will look at how to effectively
utilize our greatest resource: people, volunteers, staff and clients for greatest impact.
By seeking to invest in the people resources around us, we will not only see greater impact and ROI in our business and
work, but also in our relationships on any level.
8:15 a.m. – 9:15 a.m. HFMA National Update: Go Beyond
Carole Friesen
As the healthcare industry continues to evolve, we’re being asked to Go Beyond our traditional roles and boundaries. This
presentation will explore that trend and how it impacts not only the finance members of the team, but the team and the
industry as a whole. The presentation will also cover how HFMA is Going Beyond to assist its members to thrive in this
new era.
Learning Objectives:
Identify the variety of applications of Going Beyond to our daily work, our strategic planning, and our individual
work and how we prepare ourselves and our teams to succeed as our environment evolves.
Identify examples of organizations that Go Beyond in their effort and mindset to ensure success in their
marketplace.
Identify the efforts underway at National HFMA as we Go Beyond our boundaries and think differently about
how we deliver our mission.
CPE Credits: 1.0 Hours, Specialized Knowledge
9:45 a.m. – 11:00 a.m. Keynote: Maximizing Success in a Bundled Payment Environment
Melinda Hancock
Bundled Payments as a payment model is likely here to stay. Whether it is through the voluntary Medicare
program, mandated through the state, part of a commercial contract or you are entering through the new
mandatory joint bundle, it is critical to understand the elements of success. Learn the fundamentals of the
programs and how to succeed as the risk taker or as a participant. This session will sha re how critical data is in
this journey, the lessons learned from the data and how to operationalize the decisions made from the data.
Learning Objectives:
Identify the financial and strategic implications of bundled payments
Learn the fundamentals precedence and how it factors into decisions
Identify the types of analytics that are derived from the claims data provided in bundled payment
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CPE Credits: 1.5 Hours, Specialized Knowledge
12:30 p.m. – 1:45 p.m. Concurrent Session: MSHA’s Journey - Lowering Supply Cost Expense for Six Consecutive Years
Dale Claytore
This session will provide an overview of MSHA’s supply chain journey in which his organization has decreased supply
expense each year (when measured as a cost per adjusted discharge) for six years in a row.
Learning Objectives:
To identify the importance of investing in and developing the supply chain team.
To identify the importance of providing objective supply chain performance data to the C-suite on a regular basis.
To show that supply chain transformation is a marathon – not a sprint.
To identify how to more successfully contract for physician preference items (PPIs).
CPE Credits: 1.5 Hours, Specialized Knowledge
12:30 p.m. – 1:45 p.m. Concurrent Session: Ongoing Absence of Necessary Providers- Overcoming the Barriers to Challenging Physician Recruitment and Retention
Anthony D'Eredita and Randy Gott There are about 6,000 federally designated areas of the United States with a shortage of PCPs, according to HHS. In rural
areas, there are about 68 PCPs per 100,000 residents, compared with 84 PCPs in more urban areas. In five counties in
Kansas, there are no PCPs at all. Approximately, about a fifth of Americans live in rural areas, but barely a tenth of
physicians practice there. This is but one of the challenging factors impacting physician recruitment and retention. Other
areas include specialty not geography related recruitments, the aging of the profession, lack of succession planning, and
misalignment of resident practice desires vs. community needs. Combine this with our current regulatory environment and
legal restrictions and we have significant barriers to overcome. This session explores these challenges and alternative
approaches to mitigating them. Travel across the geography with us and join a conversation around the challenges of
recruitment and retention.
Learning Objectives:
Describe the challenging recruitment and retention environment
Identify barriers to success
Describe the regulatory framework around recruitment and retention
List alternatives to successful recruitment and retention
CPE Credits: 1.5 Hours, Specialized Knowledge
2:15p.m. – 3:30p.m. Concurrent Session: Population Health
Aaron Crane
This presentation shares the experience of a statewide partnership (Propel I Health) of seven health systems and one payer
to co-develop a value based business strategy and population health management enterprise. The partnership has a five
year agreement with Evolent Health for technology services and has committed 52,000 commercial lives to the program
'beginning 1/1/16./ The partners have also formed an ACO and I have submitted an application to enter the Medicare
Shared Savings Program ' with an estimated 34,000 lives. Topics covered include physician engagement, population
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analytics, change management process, care coordination programs and business case development. The partnership
includes Oregon Health & Sciences University, Mid-Columbia Medical Center, St Charles Health System, Sky Lakes
Medical Center, Asante, Bay Area Hospital, Salem Health, and Moda Health.
Learning Objectives:
Define key terms in population health management and value based contracting
Share critical success factors in establishing a value-based business
Identify the key ingredients in building a platform to transform the business and care models to
deliver greater value to patients and purchasers of healthcare
Identify the implementation program executed in Oregon
CPE Credits: 1.5 Hours, Specialized Knowledge
2:15 p.m. – 3:30 p.m. Concurrent Session: Accounting and Auditing Update
Cole Powell and Ashley Noojin
An update on recent changes in accounting and auditing standards including but not limited to:
- Revenue recognition
- Going concern disclosures
- Accounting for leases
- Not- for- Profit financial statement presentation
- Intangibles, goodwill and other
- Pushdown accounting
Learning Objectives:
To identify the new and upcoming changes in accounting and auditing standards
To identify how the new changes in accounting and auditing standards will affect reporting and operations for
your entity
CPE Credits: 1.5 Hours, Accounting
4:00 p.m. – 5:15 p.m. Leveraging Electronic Health Record Capabilities to Drive Sustainable Improvements in Your Revenue Cycle (and Beyond)
Todd Hakala and Murray S. (“Skip”) Marsh, Jr.
Since the passage of the Health Information Technology for Economic and Clinical Health (HITECH) Act in 2009, most
healthcare provider organizations have undergone or are in the process of undergoing electronic health record (EHR)
conversions or upgrades. In many cases, the transition has negatively affected productivity, cash flow, user satisfaction,
and other performance indicators. EHRs can be very powerful tools in driving improved clinical, operational, and
financial performance, and providers should now be evaluating EHR optimization opportunities as they seek to get back
to and improve upon pre-conversion performance levels.
In this session, the speakers will provide a macro-level overview of what EHR optimization is, the key steps that can be
taken to fully understand and implement EHR functionality, and the importance of addressing all aspects of performance
(i.e. people, process, and tools / technology) when designing and implementing EHR enhancements. Utilizing a case
study, they will then demonstrate specific ways to leverage and optimize the EHR within the revenue cycle to drive
sustainable financial and operational improvements. This will be followed by an overview of EHR optimization
opportunities in other areas.
Learning Objectives:
Identify what EHR optimization is and how it relates to strategic and operational planning
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Identify how to evaluate EHR capabilities when making a “build vs. buy” decision
Identify how to address all aspects of performance (i.e. people, process, and tools / technology) when designing
and implementing EHR enhancements
List specific examples of EHR optimization opportunities and how they can drive clinical, operational, and
financial improvements
CPE Credits: 1.5 Hours, Specialized Knowledge
Friday October 23, 2015
8:30 a.m. – 9:30 a.m. Tennessee Payment Reform Initiatives
Dr. Vaughn Frigon
Dr. Frigon will present a summary of the various payment reform initiatives supported by the state and leave time for
questions.
Learning Objectives:
To identify the State of TN payment reform initiatives
To identify sources of enhanced value in the healthcare system
CPE Credits: 1.0 Hours, Specialized Knowledge
10:00 a.m.–11:30 am Revenue Cycle Panel
Panelists: Charlotte Cummins, Bryon Pickard, Rodney Adams, and Dan Hobbs
Moderator: Carmen Voelz
This interactive panel will share their experiences regarding the latest issues in their respective operations. They will also
address how they manage their day to day issues in their revenue cycle operations. They will share how things have
progressed since the ICD-10 implementation on October 1, 2015. They will also answer questions that the members have
regarding revenue cycle challenges they face.
Learning Objectives:
Identify the experiences and issues that other healthcare financial professionals have faced and the solutions
attempted.
Identify the future trends, issues and challenges that revenue cycle professionals and healthcare providers will
face in the near future.
Identify current reimbursement issues and trends as well as a progress report on ICD-10 since the 10/01/15
implementation.
CPE Credits: 1.5 Hours, Specialized Knowledge
11:30 a.m. Closing Comments and Door Prizes (must be present to win!)
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SPEAKER BIOGRAPHIES
Debbie Landers Debbie Landers has been in hospital and corporate leadership for 27 years and is nationally recognized for moving patient
engagement, quality and best practices across small and large organizations, while growing employee engagement, market
share, margins and client and patient loyalty. She serves health systems across the country today as a Senior Vice
President with the strategic communications firm Jarrard Phillips Cate & Hancock.
As the former Chief Marketing Officer for Community Health Systems, Debbie realized that employees and physicians
were the best marketing tool any hospital could utilize. In 2007 she turned the marketing focus of the 200+ hospital
company to Patient Engagement and discovered that “Happy employees + Happy Physicians = Happy Patients.”
Debbie has worked in a variety of hospital organizations from publically traded health systems to a Catholic system and a
Jewish system. She holds a Journalism degree from Indiana University in Bloomington, Indiana and an MBA degree
from Bellarmine University in Louisville, KY. Debbie lives in Brentwood, TN and has three children.
Paul Bolin Paul Bolin serves as the Chief Financial Officer of Williamson Medical Center in Franklin, Tennessee, where he has been
employed since 1994. Prior to becoming the CFO in 2012, he served as Williamson Medical Center’s Controller,
Compliance Officer, Interim Chief Information Officer, and Revenue Cycle Executive. Before he came to Williamson
Medical Center, he was employed at HCA where he performed audit and consulting services. Paul received his MBA
from Belmont University in Nashville, Tennessee in addition to his Accounting Degree. He has served as an Adjunct
Professor for Graduate level Healthcare Finance and Economics. He is also a Certified Public Accountant.
Paul is an accomplished athlete. In his spare time, he competes in marathons and Ironman triathlons. In 2005, he
completed the Escape from Alcatraz Triathlon, which included a 1.5 mile swim across the frigid water of San Francisco
Bay. He also enjoys riding his mountain bike and has participated in several events. Paul lives in Franklin with his wife,
Pam, and their three daughters, Sara Beth, Julia, and Anna. He and his family are very active in their church. Paul is a
fellow HFMA and served as President for the Tennessee Chapter of the HFMA.
Bill Matheney Bill has over 32 years of extensive experience in the healthcare industry. This includes two years with the fiscal agent for
the Tennessee Medicaid Program, two years as a nursing home controller in a large SNF, and many years in public
accounting, serving the healthcare industry. Bill has served as in-charge auditor for audits ranging from small rural
hospitals to the largest tertiary facility in Southeast Tennessee. He also has served as reimbursement consultant to many
hospitals, nursing homes and home health agencies with primary responsibility for cost report preparation and
reimbursement advisory services. Bill’s interest in the long-term care industry was piqued by the two years he worked
“hands on” in a facility and having help many relatives with obtaining nursing home care. He is a frequent speaker on
long-term care topics.
Bill is a member of AICPA, TSCPA and the Tennessee chapter of HFMA. He is a Follmer, Reeves, Munice and Medal of
Honor award winner. Bill has represented the Tennessee Chapter at the national level as a member of the National
Advisory Council, the Board of Examiners and most recently as the Regional Executive for Region V. Bill earned a
Bachelor of Science and Masters in Business Administration from Tennessee Technological University and is an active
CPA in Tennessee. Bill also has served on the board of Siskin Hospital for Physical Rehabilitation from 1997-2006 and
2010-present. He served as chair of Siskin’s Board from 2000-2006.
Lindsey Van Cleave Lindsey is a Southern Methodist University graduate with a BBA in Finance. She joined Bernard Health in 2013 to help
hospitals reduce uncompensated care by connecting their patients with new coverage options. She is currently working on
a Master’s of Health Informatics at Lipscomb University. Outside of work you can find her volunteering, working at a
local food truck or taking her dog for a run.
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Ariel Biggs Ariel Biggs combines 7 years of Marketing and Advertising experience. Ariel is a newcomer to the healthcare industry
and has a passion for Revenue Cycle. During her career she has developed a strong track record for creating unique and
powerful marketing campaigns for clients such as Dollar General and Direct Auto Insurance.
Since joining Xtend Healthcare in 2014, Ariel has helped to cultivate numerous ad campaigns and managed many
complex projects.
Ariel has a BA in Corporate Communications from Lambuth University and an MA in Communications from Austin Peay
State University. She is a Nashville native and is active in her community. Ariel is a volunteer for the Austin Peay State
University Chapter of Alpha Omicron Pi and is the Co-Chair of the TN HFMA Communications Committee.
Joseph Garner Joey Garner is a relationship-builder and strategic thinker who enjoys finding alternative methods to solving problems. A
life-long student of people and culture, Joey enjoys traveling, learning about people and exploring their culture and
worldview. With proven experience working with teams both domestically and overseas, Joey currently serves as the
Regional Director for South Asia with Operation Christmas Child. He and his wife and two of his children currently
reside in Boone, NC, but have lived in Uzbekistan, Afghanistan, Pakistan, Atlanta and Knoxville. His oldest daughter
remains in Knoxville where she is currently a sophomore at the University of Tennessee.
Carole Friesen Carol A. Friesen, FHFMA is VP of Health System Services, Bryan Health, Lincoln,
Nebraska and serves as Secretary/Treasurer of HFMA’s National Board of Directors. A
member of HFMA since 1999, Ms. Friesen’s involvement with the National Association
includes serving as Director for the Board of Directors, the National Advisory Council, Early
Careerist Task Force and Region 8 Regional Executive.
Ms. Friesen has also served the Nebraska Chapter as Director, Treasurer, Secretary, Vice
President, and President. She has received the Follmer Bronze, Reeves Silver, and Muncie
Gold merit awards. Ms. Friesen, a Fellow of HFMA and Certified Healthcare Financial
Professional, holds a Bachelor of Science in business management and a Master of Public
Health in healthcare administration.
Melinda Hancock Melinda S. Hancock is Partner, Dixon Hughes Goodman and Chair of HFMA for the
2015-2016 term. Having joined Dixon Hughes Goodman last year. Melinda’s
executive leadership at DHG Healthcare includes responsibility for development of
services pointed to the mandatory elements of payment reform (value-based
purchasing, readmissions, hospital-acquired conditions), shared savings models,
governmental and commercial bundled payments, and the Medicare innovation
model. She leads DHG Healthcare team members who are addressing some of the
most pressing business issues facing U.S. healthcare organizations, including the
provider journey to risk capability and implementation of advanced payment models
that advance crucial institutional Triple-Aim objectives. Prior to joining DHG,
Melinda was the Senior Vice President and Chief Financial Officer of Bon Secours
Virginia Health System.
A member of HFMA since 1994, Ms. Hancock’s involvement with the National Association includes serving on the
National Advisory Council, the Regional Executives Council (chair 2011-12), the Board of Directors, and the Executive
Committee. Ms. Hancock has also served the Virginia Chapter of HFMA as Director, Secretary, President-Elect, and
President. She has received the Follmer Bronze, Reeves Silver, Muncie Gold merit awards and Founders Medal of Honor.
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Dale Claytore W. Dale Claytore, FACHE, ACHE: Dale has served as MSHA’s Vice President / Chief Supply Chain Officer for 12
years. He holds graduate degrees in medicine (i.e., Physician Assistant program), healthcare administration, systems
management, and business administration. Anthony D'Eredita Anthony D’Eredita, J.D., MSL, MBA, brings more than 20 years of health care and professional experience to his role as
Executive Vice President of the Advisory Board. In this role, Mr. D’Eredita assists health systems and employed
physician enterprises in achieving financial and operational sustainability through comprehensive and focused consulting
work, as well as provides executive oversight and leadership to interim and long-term management engagements. In
addition, he was elected to The Advisory Board Company Policy Committee for his track record of significant
organizational, financial and member impact.
As Executive Vice President, Mr. D’Eredita has overseen and personally led more than 100 engagements spanning the
spectrum of strategic planning, practice management, performance improvement, provider alignment, health system
affiliation, mergers and acquisitions, and related consulting and interim management services for health systems ranging
from independent, community hospitals to national for-profit and nonprofit health systems.
Previously, Mr. D’Eredita led consulting services for iLIANT Corporation (“iLIANT”), an application service provider
and business process outsourcing firm. At iLIANT, he led the consulting division and engagements which included
physician group mergers and divestitures, billing office turnarounds, strategic and business planning, compliance
management and implementation project management. Prior to iLIANT, Mr. D’Eredita was with North Medical
Companies, an organization comprised of a multispecialty group practice, health maintenance organization, senior
housing facility and extensive medical real estate. During his time with North Medical Companies, he served as CEO of
PhyLinc Practice Management LLC and Chief Operations Officer of North Medical PC. Mr. D’Eredita also served as
senior counsel and led the physician practice group at the New York law firm of Bond Schoeneck and King.
Mr. D’Eredita has been an adjunct professor and is a national speaker. He has authored books on HIPAA and other
compliance issues. He earned his Doctorate of Jurisprudence and Master of Studies in Law, magna cum laude, at Vermont
Law School in South Royalton, Vt.; his Master of Business Administration at the Whitman School of Business, Syracuse
University in Syracuse, N.Y.; and his Bachelor of Science at Lemoyne College in Syracuse, N.Y. Currently, Mr.
D’Eredita serves on the Tennessee Governor’s Foundation for Health and Wellness Scientific Advisory Board. Aaron Crane Aaron Crane has dedicated his career to the healthcare industry. He graduated from Oregon State University in 1985 and
immediately began working as a Medicare and Medicaid reimbursement consultant to hospitals and home health agencies.
He earned his certified public accounting designation in 1989 and moved into financial management of hospitals and
health systems. Aaron is currently the chief executive officer of the Population Health Alliance of Oregon. This is a start-
up partnership between seven Oregon health systems and one Oregon payer. He served ten years as the chief financial
officer at Salem Health prior to this position, and he was employed by Oregon Health & Science University for the seven
years prior to that position. In 2010 he earned his Master’s in Healthcare Administration from the University of
Minnesota.
Aaron has served on several boards throughout his career. He was a director on the board of the Oregon Trail Chapter of
the American Red Cross. He was the President of the Oregon chapter of the Healthcare Financial Management
Association and served six years on this board. He is currently on the board of Apprise Health Insights. He also served
several years on the board of SEDCORP, which is focused on economic development for the mid-Willamette valley.
Aaron lives in West Salem with his wife, children and pets. He enjoys making wine, snow skiing and scuba diving.
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Cole Powell Cole Powell has more than 29 years of experience providing assurance, transaction and financial consulting services. His
clients include public, privately-held and not-for-profit hospitals, long-term care companies, hospices, home health
agencies, psychiatric providers, physician organizations and healthcare management companies with annual revenues
ranging from $5 million to over $2 billion.
Cole has spent the past 12 years with Elliott Davis Decosimo serving private equity groups and their portfolio companies
by providing transaction advisory, valuation consulting, and assurance services. Cole has overseen or provided financial
due diligence services in more than 100 buy-side and sell-side transactions throughout the country and in Puerto Rico.
Cole strives to add value in the form of best practice processes and procedures, specialized industry analysis and
recommendations, timely communications and team accountability.
Cole works with private equity groups and their portfolio companies on post- closing issues by providing assurance
related services. He has served as the primary contact for clients; audited, reviewed and prepared financial statements;
performed agreed upon procedures; conducted feasibility studies, forecasts and projections; and facilitated meetings with
management, investors and Boards of Directors. A graduate of Auburn University, Cole is a CPA, CGMA and FHFMA.
Ashley Noojin Ashley Noojin has more than five years of experience working in the healthcare industry. Specializing in physician
services and healthcare consulting, Ashley is dedicated in the areas of physician practice management, healthcare mergers
and acquisition advisory and healthcare financial consulting. Ashley’s experience includes compensation modeling, due
diligence, financial forecasting and audits for hospitals, a durable medical equipment company, and one of the nation’s
largest long-term care chains. A graduate of the University of Alabama and the University of Tennessee at Chattanooga,
Ashley is a CPA and a member of HFMA, TSCPA and AFWA.
Todd Hakala Todd Hakala is a Principal with Pinnacle Healthcare Advisors, Inc., a consulting firm that specializes in revenue cycle
transformation with an emphasis on electronic health record optimization. Todd has over 19 years of experience in
healthcare and has spent the latter half of his career as a consultant leading performance improvement engagements at
healthcare organizations across the country. Prior to cofounding Pinnacle, Todd was a project leader at Novia Strategies,
Inc., and Huron Consulting Group, and he also served in various finance and operations roles at healthcare providers in
Minnesota.
Todd is credentialed as a Registered Health Information Administrator by the American Health Information Management
Association, and he is also a member of the American College of Healthcare Executives and the Healthcare Financial
Management Association.
Todd received his Master of Healthcare Administration from the University of Minnesota, Minneapolis, MN, and his
Bachelor of Arts in Health Information Management from the College of St. Scholastica, Duluth, MN. Murray S. (“Skip”) Marsh, Jr. Murray S. ("Skip") Marsh, Jr., MBA, CPA, FACHE, is Vice President of Finance/Chief Financial Officer (CFO) at
Randolph Hospital, an independent community hospital located in Asheboro, NC. Skip began his career as a staff
accountant at a Big 4 accounting firm and has since served as administrator of a home medical equipment & custom
mobility device business, president of an ambulance company, and CFO at 3 community hospitals. Since joining
Randolph in 2012, Skip has been a driving force behind developing and executing a strategic plan that has resulted in the
organization’s return to operating profitability and movement towards clinical integration. Operating in financial
turnarounds is a professional passion of Skip’s.
Skip is a Certified Public Accountant, a Fellow of the American College of Healthcare Executives, and a member of the
Healthcare Financial Management Association. He obtained both his Master and Bachelor of Business Administration
degrees from the State University of New York at Buffalo.
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Skip has been a member and key contributor on numerous non-profit boards through his career, and he currently serves on
the boards of the Asheboro/Randolph Chamber of Commerce, Asheboro Airport Authority, Piedmont Integrated Health,
Randolph Hospital Community Health Foundation, Randolph Arts Guild, and Randolph Vocational Industries.
Skip is also a licensed private pilot and mentor for graduate students at his alma mater. Dr. Vaughn Frigon Vaughn Frigon, MD, is the Chief Medical Officer for the Tennessee Health Care Finance and Administration Bureau of
TennCare in Nashville, where he supervises the medical, dental, and pharmacy programs for the state. He is particularly
involved with issues of healthcare expansion and payment reform that will significantly shape the way care is delivered in
the future. Dr. Frigon is originally from Alexandria, VA.
He graduated with a BS degree from the United States Military Academy at West Point, New York and served in the U.S.
Army as an Infantry Platoon Leader in the 101st Airborne Division. He fought in the Persian Gulf War and was awarded
the Bronze Star for Valor. He graduated as a Medical Doctor from the University Of Tennessee College Of Medicine in
Memphis. He completed a General Surgery internship and was the Chief Resident in Orthopedic Surgery at Tulane
University Medical Center in New Orleans, LA. He also completed a Masters in Healthcare Management degree at the
Vanderbilt University Owen Graduate School of Management in Nashville. Dr. Frigon is Board Certified by the
American Board of Orthopedic Surgery and has active medical licenses in Georgia and Tennessee. He has numerous
academic publications and presentations and is a reviewer for the Journal of Orthopedics. Vaughn started Logos Medical
Institute, a successful Medical Consulting business and then became the Vice President and Lead Medical Director of
Unum Insurance. Rodney Adams Rodney Adams is the Director of Revenue Cycle for Maury Regional Medical Center in Columbia, TN. In this role at
MRMC he has responsibility for Pre Service, Patient Access, Patient Accounts and Contract Compliance. Adams holds a
Bachelor’s Degree in Business Administration from Warren National University and a Masters of Management in
Healthcare (MMHC) from the Owen Graduate School of Management at Vanderbilt University. He has worked at Maury
Regional for over 10 years holding various positions in the Revenue Cycle during his tenure, including Pre Service
Manager, Patient Access Director, and most recently Director of Revenue Cycle. Adams was responsible for the
formation of the Pre Service Department and its functions at MRMC and has also led various projects including the
implementation of new processes and systems around POS Collections, Registration QA, Financial Counseling,
Scheduling, Pre-Registration, Financial Clearance, and Pre Certification.
Charlotte Cummins Charlotte has a Bachelor of Science degree in business administration with a major in accounting. She has worked in the
Accounting industry for 10 years. For over 15 years, Charlotte has been the PFS Director for Cookeville Regional
Medical Center. Dan Hobbs As Senior Consultant of Revenue Cycle for Quorum Health Resources, Mr. Hobbs conducts assessments and implements
best practices in the areas of Revenue Cycle. He has over three decades of healthcare experience and has worked with
hospitals and health systems of various sizes to improve cash flow and net revenue. Mr. Hobbs also conducts seminars
and workshops for hospitals and health centers to help set-up or revive Revenue Cycle Teams.
Quorum Health Resources is the market leader in hospital management services, having served more than 700 clients
across the U.S. over the past three decades. Our clients are in 38 states and represent nearly $6 Billion in hospital net
revenue.
Prior to joining Quorum Health Resources in 1996, Mr. Hobbs gained experience in the Revenue Cycle at a smaller
Hospital in the Southwest and larger facility in the Midwest. He began his career as a collector and eventually became a
highly effective director of patient financial services. Under Mr. Hobbs' direction, the hospitals were able to reduce days
in accounts receivable, increase cash, reorganize staff, implement appropriate management information systems, revise
operating procedures, update patient access processes and increase patient satisfaction.
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Bryon Pickard Bryon’s healthcare industry experience spans a variety of professional leadership capacities. At Vanderbilt, he is
responsible for professional and technical billing services and leads a business office team recognized nationally as a best
practice and top performer. This also comprises the 2,200 member Vanderbilt Medical Group faculty practice plan.
Previously, Bryon led patient financial and information services for a large Midwest integrated delivery system, and has
held positions at both the University of Illinois and University of Florida. He has also served on several national boards,
testified before Congress, taught courses in health care finance, co-authored numerous textbooks, and is a frequent
speaker on such topics as revenue cycle operations, HITECH and other health information technology initiatives. Carmen Voelz (Revenue Cycle Panel Moderator) With over 35 years of experience in healthcare financial operations, most recently holding leadership positions at Optum,
Dell/Perot Systems and Cerner, Voelz lends her considerable provider experience to Accordias Healthcare Services, LLC
as a founding Principal. She is involved in service delivery, financial management of the company, and business
development activities. The collaborative, consulting approach Accordias Healthcare and its Service Center offer, allows
Carmen to leverage her knowledge, skills and a network of healthcare professionals built through a long and successful
tenure in healthcare.
Preceding her appointment at Cerner, Carmen was Principal of her own healthcare consulting practice, C. A. Voelz &
Associates, focused on patient access, cash acceleration, revenue cycle analysis and process redesign in addition to interim
senior leadership positions. Carmen spent the first 25 years of her career responsible for areas within Finance and
Revenue Cycle Divisions of several health systems in Wisconsin and Minnesota.
REGISTRATION, FEES, AND CONTINUING EDUCATION CREDITS
Early Bird Discount Expires on October 1, 2015
Registration is available exclusively through our website at
www.thefallinstitute.org/register/http://www.tristateinstitute.org/register/.
By October 1, 2015 After October1, 2015
Full Institute
HFMA Member $275 $325
Non-Member $325 $375
Single Day
HFMA Member $150 $200
Non-Member $175 $225
Guest Tickets
Wednesday Reception
Thursday Lunch
Thursday Reception
$30
$30
$30
Additional $100 discount for attendees employed by a provider and student members of HFMA.
Additional $50 discount for attendees employed by a provider and student members of HFMA.
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Cancellation Policy
If cancellations are received after October 7, 2015, there will be a $50 administrative fee. Registrants who do not cancel,
cancel the first day of the Institute (October 21, 2015), or fail to attend will not be eligible for a
refund. Substitutions, however, are permitted. Registration forms and cancellations must be emailed. Phone and
voicemail are not valid forms of communication. For more information regarding administrative policies such as
complaints and refund, please contract Amy Totty at [email protected].
CPE Credits
TNHFMA recommends a maximum of 12.5 hours CPE for the 2015 Fall Institute. The Tennessee
Chapter of the Healthcare Financial Management Association (HFMA) is registered with the
National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit. Complaints regarding
registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
www.learningmarket.org.
If you have questions or concerns regarding educational programs provided by TNHFMA please contact our Programs
and Education Chair, Buffy Loveday, at [email protected] direct questions about CPE, including
certificates, to our CPE Coordinator, LeeAnn Burney, at [email protected].
Program Level: Basic, Intermediate or Advanced
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Live
Handouts
In an effort to be green, printed handouts will not be provided. However, handouts will be posted to the institute website.
Attendees will be e-mailed when handouts are available.
CONFERENCE INFORMATION
Hotel
Reservation Deadline: September 27, 2015
The 2015 Fall Institute will be held at The Park Vista Hotel in Gatlinburg, TN. Please make your reservations no later
than September 27, 2015 to take advantage of our group rate of $128/night (plus taxes and fees). To reserve a room,
please call (800) 421-7275 and ask for reservations. Please indicate you are part of the TN Healthcare Financial
Management block of rooms, reservation code: HFM. You may also book your reservation online by visiting
http://www.parkvista.com. Information to make online reservations is available on our website.
Smoking and Dress Policy
A “No Smoking Policy” has been adopted for all meetings. “Business Casual” attire is appropriate for all educational
meetings and activities.
Special Dietary Needs
Please indicate any special dietary needs on your registration, so we can try to accommodate your request. If you are not
planning to attend any of the meal functions, please indicate this as well. This information will be useful in planning the
number of meals to be served. Thank you for your cooperation.
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Kurt Swersky Memorial BBQ – Wednesday Evening
The annual Kurt Swersky Memorial BBQ will be held at the Twin Creeks Picnic
Shelter in the Great Smoky Mountains National Park (see registration desk for
directions). This Annual BBQ is hosted by Gregg Swersky and Revenue Recovery in
honor of a Gregg’s brother Kurt. Kurt was a dedicated and passionate member of TN
HFMA when he passed away in December 1990. Kurt was active in the chapter and
had served on many committees and Fall Institute planning committees before his
passing. From an article in an early 1991 edition of the Volunteer Voice, “Kurt will
always be remembered for the outdoor barbecue cook-outs that he frequently
organized and sponsored at our Fall Institute. The warm and friendly atmosphere of
those events was exemplified by Kurt's own personality.” Past President, Curtis
Curley stated: “When I was HFMA president I always knew that Kurt could be relied
upon to help in any way he could. The Tennessee Chapter has not only lost a valued
and dedicated member, we have lost a friend.” Gregg continues this tradition in
honor of Kurt. Please join in for lots of good food, fun, and fellowship. Don't forget
- you might need a coat!
Door prizes
There will be prize drawings held on Friday, October 23, at the close of the meeting. You must be present to win!!
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CHAPTER SPONSORS
(As of September 1, 2015)
Gold Sponsors
Matheney Stees & Associates PC William Matheney 423-894-7400
Net Revenue Associates Brianna Ashley 330- 463-0244
Revenue Recovery Corporation Darrell Smith 865-971-1355
Valence Health Kevin Thilborger 312- 273-6651
Silver Sponsors
Capio Partners Eric Damewood 903-771-3637
Healthcare Receivables Group, Inc. Neil Koonce 865-862-7213
Patientco Chris Hammack 615-636-1811
The SSI Group John Idol 770- 533-9031
Bronze Sponsors
Accordias Healthcare Services, LLC Carmen Voelz 615-491-3128
Affiliated Creditors, Inc. Jack Abernathy 615-331-4587
Automated Collection Services, Inc. (ACSI) Rob Norwood 803-448-6677
Avectus Healthcare Solutions, LLC Jim Jamieson 662-286-6949
BlueCross BlueShield of Tennessee Debbie Angner 901-544-2285
Commerce Bank Scott McDaniel 615-503-2602
Credit Solutions, LLC Shawn Clark 615-579-4849
Crowe Horwath LLP Eric Boggs 615-360-5522
Elliott Davis Decosimo Ken Conner 866-417-4059
EnableComp, LLC Becky Sargent 615-786-9966
Executive Health Resources Kathy Cogswell 610-550-7244
HCFS, Inc. Jess Stewart 615-987-2962
High Cotton John Gendrich 290-838-2827
Hollis Cobb Associates, Inc. Chris Cobb 404-502-4597
IMA Consulting Tammy Wood 610-742-4442
LetterLogic.com Kennon Askew 615-293-8790
MedCo Services Andrew Acuff 404-803-3994
MedCycle Management Heather McGarry 615-305-0449
MSCB, INC. Lindsay Driscoll 800-887-4359
MDS Cheryl Spanier 772-532-5822
ProAssurance Chris Brady 800-282-6242
RGL Associates, Inc. Ronnie Lemmond 912-266-4096
Xtend Healthcare Ariel Biggs 615-239-2514
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University Sponsors
WGU Tennessee Paulina Klinkosz 615-472-6056
