Health Care Industry Conference (HCC)

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Thursday, April 20, 2017
Registration & Continental Breakfast
7:30am-8:00am

Opening Remarks
8:00am-8:20am



Morning Keynote Address

Keynote Address: Information Security: Threats, Attack Vectors and Solutions (Credits: 1.0 TB)
8:20am-9:10am

Robert E. Anderson Jr.
Managing Director / Navigant Consulting, Inc
Washington, DC
Explore the modern day cybercrime threats from China, Russia, Iran, hacktivist, criminal organizations and emerging trends. Learn how economic espionage has evolved in the last ten years.


Morning Concurrent Breakouts (select one)
9:15am-10:05am

Breakout 1: Implementation of the New Standard for Not-for-Profits (Credits: 1.0 AA)
9:15am-10:05am

Russell J. Goolsby, CPA, CGMA, MSA
Shareholder / Moore Stephens Lovelace, PA
Tampa, FL
Learn the practical implications of the FASB's new accounting standard for not-for-profits.  The session includes before and after examples of changes, tips and practice aids for implementation.


Breakout 2: Physician Independence in an Environment of Growing Complexity and New Revenue Opportunities (Credits: 1.0 TB)
9:15am-10:05am

David M. Koeninger, CPA, MAA
Chief Strategy Officer / Millennium Physician Group, LLC
Ft Myers, FL
The accelerated pace of change in both government and commercial reimbursement systems, and the increase in the complexity of the business of medicine, provide physicians with opportunity and additional burden. Payers' increased focus on cost reduction and quality care are making it difficult for physicians to remain independent entrepreneurs due to the complexity and cost of entering, verifying and challenging pay-for-value programs offered by payers.  Explore alternatives for maintaining physician independence, including consolidation and affiliation, and successfully integrating new revenue sources into the independent practice.


Breakout 3: The Power of Being Understood - The Fundamentals of Health Care Accounting - Part 1 (Credits: 1.0 TB)
9:15am-10:05am

Brandon Slauter
Audit Senior Manager / RSM US LLP
Orlando, FL
AND
Michael R. Mendez, CPA
Audit Manager / RSM US LLP
Ft Lauderdale, FL
AND
Carlos G. Hernandez, CPA
RSM US LLP
Miami, FL
This session is a primer for those new to the health care industry or for young CPAs.  Participants will receive an introduction to health care; a review of health care terminology and tools; a look at the reimbursement and revenue cycle; and an update on hot topics.


Morning Concurrent Breakouts (select one)
10:20am-11:10am

Breakout 4: Health Plan Accounting Hot Topics and New Administration Update (Credits: 1.0 AA)
10:20am-11:10am

James L. Shepard
Senior Manager / Deloitte LLP
Tampa, FL
This session will provide an update on current health care entities accounting hot topics.  It will also provide insight into the new administration and the impact on life sciences and health care. 


Breakout 5: Implementation Issues for Health Care Clinical Management (EMR) and Financial Management Information Technology (Credits: 1.0 TB)
10:20am-11:20am

Clinnie F. Biggs Jr.
Director / Grant Thornton, LLP
Charlotte, NC
This course will focus on the gloomy financial outlook for health care providers who embark on health care clinical management (EMR) and financial management information technology without considering the people, process, technology, risks, cost of ownership and the rise of a "cottage industry" of consultants who provide post-implementation services to stabilize or optimize that same information technology.


Breakout 6: The Power of Being Understood - The Fundamentals of Health Care Accounting - Part 2 (Credits: 1.0 TB)
10:20am-11:20am

Brandon Slauter
Audit Senior Manager / RSM US LLP
Orlando, FL
AND
Michael R. Mendez, CPA
Audit Manager / RSM US LLP
Ft Lauderdale, FL
AND
Carlos G. Hernandez, CPA
RSM US LLP
Miami, FL

This session is a primer for those new to the health care industry or for young CPAs.  Participants will receive an introduction to health care; a review of health care terminology and tools; a look at the reimbursement and revenue cycle; and an update on hot topics.


Morning Concurrent Breakouts (select one)
11:15am-12:05pm

Breakout 7: AICPA Health Care Expert Panel Update (Credits: 1.0 AA)
11:15am-12:05pm

Christine M. Quintana, CPA
Senior Manager / Ernst & Young LLP
New York, NY

This session will offer an update on the activities of the AICPA Health Care Expert Panel, including the status of the AICPA Revenue Recognition Task Force implementation issue papers and other A & A topics as they relate to your practice.


Breakout 8: Learning From the Past: Regulatory and Transactional Lessons Learned in Healthcare Deals (Credits: 1.0 TB)
11:15am-12:05pm

Robert E. Slavkin
Partner / Akerman, LLP
Orlando, FL
As the regulatory landscape changes, there are lessons to be learned in the diligence process, and in financing health care transactions. This session will focus on some key takeaways from changes in law and experiences in transactions in the last several years.


Breakout 9: Building a Personal Brand in Health Care (Credits: 1.0 TB)
11:15am-12:05pm

Ford Kyes
Founding Partner / ActionCOACH Tampa Bay
St Petersburg, FL
Your personal brand is your reputation - it is how others naturally describe you. Everyone has one - by luck or by design. This presentation will describe the steps to design & build the brand you need to naturally attract the opportunities you choose.


Luncheon Presentaion

Luncheon Presentation: Post Election World for Health Care Industry (Credits: 1.0 TB)
12:05pm-1:15pm

Jonathan D. Fleece
Managing Partner / Blalock Walters, P.A.
Bradenton, FL

At both the federal and state level, the 2016 elections were historic and are certain to bring more confusion, change and opportunities to the health care markets.  Join well-known attorney, author and business advisor, Jonathan Fleece as he shares his perspectives, forecasts and recommendations for professionals facing the transformations ahead. 


Afternoon Keynote Address

Keynote Address: Value as a Driver of Provider Payment (Credits: 1.0 TB)
1:15pm-2:05pm

Kathryn A. Reep
Vice President-Financial Services / Florida Hospital Association
Orlando, FL

This session will look at Medicare value-based payments for inpatient hospital services, post-acute care and changes to physician payment based upon the quality and value of the care provided.


Afternoon Concurrent Breakouts (select one)
2:10pm-3:00pm

Breakout 10: Leases: Not Just for the Footnotes Anymore (Credits: 1.0 AA)
2:10pm-3:00pm

J. Scott Yandle, CPA, CHFP
Audit Manager / Dixon Hughes Goodman, LLP
Charlotte, NC
AND
Neal Meyer
Vice President, Controller & Transaction Manager / Winthrop Resources Corporation
Minneapolis, MN
AND
Tim Paulson
Client Manager / Winthrop Resources Corporation
Minneapolis, MN

Explore the new Lease Accounting Standard (ASC 842) including an overview, key principles, journal entries, and application of the new guidance in the technology marketplace, as well as applicable new technology finance alternatives. 


Breakout 11: Creating Strategic Advantage Through Engaged Governance (Credits: 1.0 TB)
2:10pm-3:00pm

Roger Strode
Partner / Foley & Lardner, LLP
Chicago, IL
AND
Kyle Kramer, FACCA, FAAMA
Director, Strategy and Operations / Pinnacle Healthcare Consulting
Centennial, CO
High performing organizations have moved actively towards engaged physician leadership. Explore the value of engaging physicians and health care leaders to advance program/institutional performance, improve quality, increase market position and improve financial performance through strategic governance and alignment.


Breakout 12: Operational Building Blocks of Healthcare (Credits: 1.0 TB)
2:10pm-3:00pm

Johna Kennedy-Preston, CPC
Manager, Healthcare Advisory Services / Kerkering, Barberio & Company
Sarasota, FL
Examine the practical real world operational building blocks of the health care revenue cycle management, starting with the patient charges, coding basics and AR management.


Afternoon Concurrent Breakouts (select one)
3:15pm-4:05pm

Breakout 13: Update on the New Revenue Recognition Standards (Credits: 1.0 AA)
3:15pm-4:05pm

Trenton Fast, CPA
Principal, Health Care / CliftonLarsonAllen LLP
Owatonna, MN

This session will provide an update on the new revenue recognition standards applicable to health care entities.  As a follow up to the AICPA health care and A & A update, this session will provide insight into how health care organizations would consider implementation.


Breakout 14: Health Care Quality Landscape and What Matters to Patients (Credits: 1.0 TB)
3:15pm-4:05pm

Matt Pickens
Regional Director / Press Ganey Associates, Inc
Chicago, IL

Learn how the forces of consumerism are shaping new standards of quality in health care.  Focus will be on the linkages between safety, quality and experience; the role of data transparency; and the emerging alternative payment models linked to quality.


Breakout 15: Kaizen Process Improvement Blitz: Operational Excellence in Health Care (Credits: 1.0 TB)
3:15pm-4:05pm

Michael J. Sibley, CPA
James Moore & Co, PL
Daytona Beach, FL
At the heart of your practice is your desire to heal, but many of your business processes are bleeding. Learn how the most successful businesses adopt a culture of “continuous improvement” for quality and efficiency through practice analytics, process improvement, and evidence-based management.


Afternoon General Session

Expert Panel: The Impact of the Presidential Election on Strategy and Alternative Payment Systems (Credits: 2.0 TB)
4:10pm-5:50pm

Charles Felix, CPA, CFF
South Florida Hospital News & Healthcare Report
Boca Raton, FL
AND
Alexander M. Fernandez
Chief Financial Officer / Broward Health Medical Center
Ft Lauderdale, FL
AND
Judith M. Ploszek
Acting Executive Vice President/CFO / Tampa General Hospital
Tampa, FL
AND
Michele Napier
Chief Revenue Officer / Orlando Health, Inc
Orlando, FL
AND
Lee F. Lasris
Shareholder / GreenspoonMarder
Ft Lauderdale, FL

A group of experts discusses healthcare trends and strategic focus during the Trump administration. Alternative payment systems and quality measures will also be explored.


Friday, April 21, 2017
Continental Breakfast
7:30am-8:00am
Morning General Sessions

Options Available for Employers to Help Control Costs (Credits: 1.0 TB)
8:00am-8:50am

Peter F. Connolly Jr.
Regional Sales Manager / Health Plans, Inc
Woburn, MA
AND
Paul Forte
Vice President of Health Strategies and Innovation / Health Plans, Inc
Woburn, MA

There are options today for employers of all sizes.  Plan design changes and cost shifting are no longer the only way to combat rising health care costs.  This session will explore building proprietary networks, partnering with transparent Pharmacy Benefit Managers, and the benefits of Reference Based Pricing.  Discussion will also be held on how employers can ease into the self funding arena.


Washington Update (Credits: 1.0 TB)
8:50am-9:40am

Jill Wright
Special Counsel / Foley & Lardner, LLP
Washington, DC

This update will focus on changes and potential developments in federal health care legislation and regulation in 2017.


Morning Concurrent Breakouts (select one)
10:00am-10:50am

Breakout 16: GASB Update (Credits: 1.0 AA)
10:00am-10:50am

Joel A. Knopp, CPA
Senior Manager / Moore Stephens Lovelace, PA
Orlando, FL
Learn about upcoming GASB pronouncements and future projects affecting accounting and financial reporting for governmental entities.


Breakout 17: Physicians are the Key: To Success in Value Based Purchasing (Credits: 1.0 TB)
10:00am-10:50am

Tod Baker
CEO and Co-Founder / MDValuate, Inc.
Centennial, CO

Today’s healthcare reimbursement, based on volume, is evolving to a value-based care model. Learn how practices are deciphering performance data from clinical quality, operations, finances, and physician retail brand metrics to drive the bottom line.


Morning Concurrent Breakouts (select one)
10:55am-11:45am

Breakout 18: Maintaining Compliance and Fraud Risks Prevention in Healthcare (Credits: 1.0 AA)
10:55am-11:45am

Farlen Halikman, CPA
Shareholder / Moore Stephens Lovelace, PA
Orlando, FL
AND
Russell J. Goolsby, CPA, CGMA, MSA
Shareholder / Moore Stephens Lovelace, PA
Tampa, FL

This session will address common fraud and compliance risks associated with healthcare providers.  This will explore the external auditor’s role in fraud detection under SOP 00-01.  And this session will provide best practices for fraud prevention and compliance design under an ever increasing federal scrutiny.
 


Breakout 19: Laying the Trump Card on MACRA and Physician Pay Changes? Physician Compensation Alternative Payment Models in a New Administration (Credits: 1.0 TB)
10:55am-11:45am

Ann Bittinger, Esq.
Attorney / The Bittinger Law Firm
Jacksonville, FL
This presentation will explain to participants how the imminent MACRA and CMS Quality Payment Program reimbursement changes could change physician compensation arrangements -- unless the Trump administration and Republican Congress does away with Obamacare and Medicare. Participants will: Understand basic physician compensation alternative payment methodologies: bonus pools, wRVUs, caps on compensation based on FMV, quality bonuses; Understand the time frame and general impact of MACRA, the CMS Quality Payment Program, MIPS and Advanced APMs; Identify how the new payment model projections could be applied to strategies on physician compensation;  Identify the latest Congressional and Presidential initiatives that could impact physician compensation.


Afternoon Concurrent Breakouts (select one)
1:00pm-1:50pm

Breakout 20: Third Party Settlements: Accounting, Reporting and What’s New! (Credits: 1.0 AA)
1:00pm-1:50pm

Todd A. Webster, CPA
Audit Managing Director / KPMG LLP
Tampa, FL
AND
Julia Safina, CPA
KPMG, LLP
Orlando, FL

Learn the latest on the accounting and related reporting for third party settlements, and review the typical audit procedures performed over third party settlements and the related disclosures.  New regulations impacting third party settlement accounting and reporting such as MACRA will also be covered. 


Breakout 21: Managing Cyber Risks in a Changing Healthcare Industry (Credits: 1.0 TB)
1:00pm-1:50pm

Jodi Laurence
Shareholder and Co-Chair of Health Law Group / GreenspoonMarder
Ft Lauderdale, FL
AND
Warren E. Beck
Healthcare Advisory Services Leader / Crowe Horwath LLP
Brentwood, TN

In a post-reform era where intense consolidation, provider scrutiny, increased regulatory compliance and litigation are at an industry high, comprehensive risk management and insurance is one of the most important assets for balance sheet protection. Without proper protection, one serious event could impact cash flow, margins, privacy, personnel and brand equity. This session discusses, on a high level basis, understanding the regulatory framework, having an effective compliance plan and the latest in insurance solutions available for health care providers to use to protect their assets, people, reputation and privacy.


Afternoon General Session

Accounting & Auditing Update (Credits: 2.0 AA)
2:05pm-3:45pm

Lynda M. Dennis, Ph.D., CPA, CGFO
Lecturer / University of Central Florida Dixon School Of Accounting
Orlando, FL

This session will provide an overview of recently effective and recently issued accounting and auditing standards affecting health care entities. We will also discuss what health care entities need to do now to prepare for implementation of FASB's revenue recognition and leases standards as well as the new financial reporting model for not-for-profit entities.



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