Health Care Industry Conference Live Stream

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Thursday, September 23, 2021 - Friday, September 24, 2021
Webcast or Webinar, Online
8:00am - 6:05pm (opens at 7:50am) EST
Accounting and Auditing and Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

$560.00 Regular Price
$810.00 Regular Price
Course Type: CPE Conferences
Course Code: 21/HCCWEB
Vendor: Florida Institute of CPAs


Few professions are as evolving as health care.  Regulatory and legislative changes contribute to the industry's thirst for current information.  The 2021 Health Care Industry Conference brings together experts in the field, providing the latest data, resources and insights to keep you at the top of your game.  Whether you are new to the profession or a seasoned veteran, you'll benefit from the expertise provided at this unique conference.

The Health Care Industry livestream is a great alternative if you cannot make it to the in-person event.  The live stream provides access to all keynote presentations as well as the most popular session in each time slot.  So enjoy the conference from the comfort of your home or office!  Also, register as a group of 5 or more from the same organization and receive a discount.

Reasons to Attend

  • Discover the only FICPA conference that highlights accounting and finance health care issues
  • Take advantage of this unique opportunity to hear about the changes to health care from a Florida-impacted perspective
  • Hear first-hand from nationally recognized subject-matter experts as they discuss practical application of their topics in the field

Conference Materials

Conference reference materials are distributed to registrants electronically in advance of the program.  This fully searchable PDF includes speaker presentations and is intended for electronic use only.




Thursday, September 23, 2021

Opening Remarks

Time: Thursday 8:00am - 8:10am

Federal Update on Policies Impacting Hospitals and Health Systems

Time: Thursday 8:10am - 9:00am Credits: 1 TB

Matthew J. Wright, Senior Associate Director, Federal Relations, American Hospital Association

In 2020, COVID-19 undermined our nation’s health and severely tested our hospitals and health systems. At the same time that a series of spikes in COVID-19 cases and hospitalizations put intense pressure on hospital staff and resources, steep declines in non-COVID-19 volume led to sharply lower revenues. It remains important to positively influence public policies at the federal level that will impact patients, communities, and the health care field. During this session, you will learn about public policies that have impacted the health care sector in 2021, as well public policies that may have an impact in the months to come.


Panel Presentation: CMS, OIG, HHS: Clarity on NEW Stark Law & Anti-Kickback Statutes with Value-Based Care

Time: Thursday 9:05am - 9:55am Credits: 1 TB

Curtis Bernstein, Partner, Anthony Long, Partner, and Heather S. Miller, Of Counsel, Pinnacle Healthcare Consulting/ Nelson Mullins

The long-awaited final rules to the Stark Law ("Stark") and Anti-Kickback Statute ("AKS") become effective January 19, 2021 for all but one provision (which is January 1, 2022).  We will review these new changes and provide practical application to Value-Base Enterprise ("VBE") and Value-based Care arrangements. Receive a high-level explanation of the new changes and how they play-out in the current health care market.  This includes value-based care arrangements such as Medicare Shared Savings ACO's, (low and high revenue) Direct Contract Entities, Medicare Advantage and other value-base arrangements in no, low and high-risk arrangements.  The higher the risk, the more broad new exceptions will be available to take advantage of for your future strategies.



Time: Thursday 9:55am - 10:20am

Accounting for the Provider Relief Funds: What Healthcare Providers Need to Know

Time: Thursday 10:20am - 11:10am Credits: 1 AA

Daron Tarlton, CPA, Partner, Dixon Hughes Goodman LLP

From the moment the first round of Provider Relief Funds were sent out (unsolicited and practically unannounced) in April 2020, healthcare providers across the country have struggled to understand the "moving target" of PRF compliance.  All along the way, there have been more questions than answers...and the answers have often been contradictory.  How do you define "lost revenue"?  What expenses are allowable?  How long are the funds available?  Can I transfer them to affiliates?  What are the reporting and auditing requirements?  Is HHS going to reject and/or recoup funds?  What are the deadlines?  How should they be accounted for?  And on and on and on.  Whether you have been tracking closely all along, or have barely been paying attention, attend this in-depth session to get fully up to speed and learn what you need to know now about the Provider Relief Funds.


Harnessing Data Analytics to Improve Patient Care, Reduce Cost and Increase Margins

Time: Thursday 11:15am - 12:05pm Credits: 1 AA

Dr. Jamie McGlothlin, Director, Healthcare Analytics, RSM US LLP

Hospitals have more available data than at any time in history.  The challenge is to pull simple and valuable information and insights out of this vast volume of detailed data.  This session will examine solutions to utilize EMR and financial data to find opportunities for improvement in efficiency, scheduling, patient movement, utilization and patient care.  We will learn how to utilize this information to help physicians and leaders make better decisions and drive change.  Through these actionable performance improvement analytics, hospitals can reduce length of stay, increase revenue and volume, and reduce cost.



Time: Thursday 12:05pm - 1:15pm

Keynote Presentation: Whole Person Care: Meeting the Consumer Where They Are to Provide the Best Possible Care

Time: Thursday 1:15pm - 2:05pm Credits: 1 TB

Terry Shaw, President and Chief Executive Officer, Advent Health

Patients are much more than their diagnosis, they are a whole being comprised of their body, mind and spirit. In addition, they are also a reflection of their thoughts, beliefs and experiences. Healthcare is the most personal and intimate experience for all of us and those who provide care must take all of this into account to treat the whole person. However, the healthcare experience has become less personal, and consumers often find themselves lost and frustrated in an overwhelming and confusing bureaucracy. 


AdventHealth is built on a legacy of providing whole person care, dating back to the founding of the Seventh-day Adventist Church. As such, AdventHealth has been pursuing a vision for the organization where whole person care is delivered to every person, every time. Delivering whole person care begins with an assurance that your organization exemplifies clinical excellence, putting the needs of the consumer are up front, offering spiritual care and people staying connected to the system because it’s easy to navigate.


Terry Shaw, President and CEO of AdventHealth will provide an overview of the steps that AdventHealth has pursued through its Vision 2030 plan. This begins with a firm mission, values and service standards for the organization. Some of the key areas that will be covered include the steps for achieving clinical excellence, creating a platform for delivering spiritual care, addressing health inequities, taking care of the team members who deliver care, and developing a connected system that is more easily navigated by the consumer.


Uniform Guidance for CARES Act Funding

Time: Thursday 2:10pm - 3:00pm Credits: 1 AA

John R. Good, Managing Director, Americas Professional Practice Auditing, Ernst & Young LLP

Understand key considerations for auditors performing Uniform Guidance compliance audits of CARES Act funding with an emphasis on the Provider Relief Fund and COVID-19 Claims Reimbursement for the Uninsured Programs.



Time: Thursday 3:00pm - 3:25pm

The Past, Present and Future of Payments

Time: Thursday 3:25pm - 4:15pm Credits: 1 TB

Jeff Peppers, Vice President, Business Development, Paymerang

Many organizations are adopting technology and automating to increase efficiency and save costs.  Has your company embraced electronic payments?  Are you gaining benefits and avoiding the pitfalls? Find out how you can gain all the benefits and truly profit from them. 

  • Past B2B payment trends
  • Current technology and benefits of leveraging electronic payments
  • Future of business payments and the role of automation


What's the Cost of Not Knowing Your Cost: The Importance of Data Analytics

Time: Thursday 4:20pm - 5:10pm Credits: 1 AA

Jeff Lambert, Chief Operating Officer and Founder, Organizational Health

The current day challenges of hospital management are extensive. Declining reimbursement rates couples with rising expenses require immediate focus on patient margins. At all levels, hospital staff need to find ways to improve quality while reducing cost. This is no easy task considering many hospitals lack the tools, data, or communication to support change. But the advanced cost accounting techniques and decisions support systems available today can provide that information and analytic tools required to breakdown the silos and improve efficiency. Explore the cost accounting methodologies and advanced decision support along with data analytics.


Keynote Presentation: Florida's Health Care Future

Time: Thursday 5:15pm - 6:05pm Credits: 1 TB

Mary Mayhew, President and CEO, Florida Hospital Association

Florida’s hospitals and health care systems have faced unprecedented challenges over the past two years. Join Florida Hospital Association President and CEO Mary Mayhew discuss what the road ahead looks like for these facilities and the hardworking staff that work in them.


Friday, September 24, 2021

Opening Remarks

Time: Friday 8:00am - 8:10am

Keynote Presentation: How Normal is the "New Normal" in Health Care?

Time: Friday 8:10am - 9:00am Credits: 1 TB

Steven Ullman, Ph.D., Professor, Department of Health Management and Policy, Director, Center for Health Management and Policy, Miami Herbert Business School, University of Miami

The COVID Pandemic has had a significant impact on the economy in general and the health sector in particular. This session will explore what we may anticipate going forward in the health care industry with insights for future planning.



Time: Friday 9:10am - 9:30am

AICPA Health Care Expert Panel

Time: Friday 9:30am - 10:20Am Credits: 1 AA

Lindsey W. Roe, Partner, Assurance Services, Ernst & Young, LLP

The Health Care Expert Panel serves the needs of AICPA members on financial and business reporting, as well as audit and attest matters.  The expert panel protects the public interest by bringing together knowledgeable parties in the health care industry to deliberate and come to agreement on key health care issues.  Join us for this update on the panel's recent focus areas and future projects.


Maximizing the Value of Internal Audit: How to Design, Develop and Operate an Agile Internal Audit Function

Time: Friday 10:25am - 11:15am Credits: 1 AA

Ryan P. Haggerty, Principal, RSM US LLP

Examine strategies and tactics used by leading edge IA functions that can be applied to all healthcare organizations, regardless of current department maturity.  Learn how your Internal Audit function can go beyond assurance of internal controls and truly serve as a trusted advisor and valued business partner to the organization.  Gain an understanding of the advantages of a proactive and data analytic-informed approach to anticipating risk and the importance of a robust risk assessment that leverages information and feedback spanning the entire organization. Hear examples of how performing thoughtfully chosen and carefully planned risk-based audits maximize the impact of the department and how aligning with organizational success builds stakeholder confidence and drives meaningful improvement across the entire organization.



Time: Friday 11:15am - 12:30pm

In-depth Discussion of Issues and Accounting for Mergers and Acquisitions in the Health Care Industry

Time: Friday 12:30pm - 1:20pm Credits: 1 AA

Todd A. Webster, Partner, KPMG LLP 

In recent years the Health Care industry has experienced an increase in activities related to mergers and acquisitions, investment in joint ventures, and private equity investment.  This session will discuss the issues related to this increased activity and the related accounting, including accounting for intangible assets and other long-lived assets.  


Controlling Employer Health Plan Costs: The Future of Employer-Provided Group Health Insurance

Time: Friday 1:25pm - 2:15pm Credits: 1 TB

Carrie B. Cherveny, Esq., SVP, Client Strategic Solutions, Chief Compliance Officer, South Region, HUB International Limited

The regulatory and product landscape of group health insurance is evolving at a rapid rate.  Federal regulatory changes including pricing transparency rules, the entry of nontraditional providers such as Amazon, and the growth of innovative program types such as referenced based pricing and direct contracting provides employers with greater considerations and options than ever before - but also greater risk.  Explore the future of employer group health plans and discuss various options designed to create more consumer and employer cost controls and choice.


Accounting & Auditing Update

Time: Friday 2:20pm - 4:00pm Credits: 2 AA

Sean Dennis, CPA, Ph.D., Assistant Professor, Kenneth G. Dixon School of Accounting, University of Central Florida

Learn about recent accounting standards affecting health care organizations and their auditors. Explore the challenges health care organizations may face in implementing these new accounting standards. Review recent activities of the Government Accountability Office and the Auditing Standards Board as they affect audits of health care organizations.



  • Learn about current trends in health care finance
  • Explore cutting edge sessions on issues of critical importance to CPAs and other finance professionals in this unique industry
  • Gain a national and state perspective on emerging issues


  • Sean Arthur Dennis

    Sean Dennis is currently a faculty member in the Kenneth G. Dixon School of Accounting at the University of Central Florida. Prior to this, he served on the faculty at the University of Kentucky. He holds a BBA in Accounting and a MS in Accountancy from the University of Notre Dame and a PhD in Accounting from the University of Wisconsin-Madison. Prior to his doctoral studies, he was a Senior...

    Read more about Sean Arthur Dennis here
  • Lindsey W Roe

    Lindsey is a Partner in our Chicago Health Care practice. Lindsey started her professional career at EY in Indianapolis, Indiana and has over fourteen years of experience performing and managing audit services for SEC registrants, large and small community-based health providers, nonprofit, multi-location health systems, academic medical centers and other health-related organizations, as well as...

    Read more about Lindsey W Roe here
  • Todd A Webster, CPA

    Todd Webster is an Audit Managing Director with KPMG LLP and is from KPMG’s Tampa, FL office.  He has been with KPMG for 14 years, during which time he has primarily served clients in the health care, state and local government, and not-for-profit industries.  Prior to joining KPMG, Todd spent 5 years with Arthur Andersen LLP in the audit practice serving clients in a variety of industries.  In...

    Read more about Todd A Webster here
  • Curtis Howard Bernstein, ABV,ASA,CVA

    Curtis has more than two decades of management experience in the provider and consulting settings and has more recently focused on strategic and valuation consulting services around provider relationships in the healthcare industry. As part of the Pinnacle leadership team, Curtis directs our growing and highly talented team of valuation experts and leverages his extensive experience working...

    Read more about Curtis Howard Bernstein here
  • Daron Seth Tarlton, CPA,MBA

    Daron Tarlton is an assurance partner in the Tampa, Florida office of Dixon Hughes Goodman LLP, where he serves as the national professional practice partner for DHG Healthcare. Daron joined the DHG Atlanta, Georgia office in 2008, where he spent eight years providing assurance services to healthcare entities across the Southeast. His client relationships spanned the spectrum from large, multi...

    Read more about Daron Seth Tarlton here
  • Jessika Garis, CHC

    Jessika is an experienced healthcare internal audit manager in the Risk and Advisory practice. Based out of the Tampa office, Jessika has over 9 years of professional experience providing operational, financial, regulatory consulting, and outsourced and co-sourced internal audit services. She has extensive experience in evaluating the effectiveness of compliance programs for various health care...

    Read more about Jessika Garis here
  • Jamie McGlothlin

    Jamie provides health care analytics for health systems to drive performance improvement in clinical quality, patient safety, operational efficiency, and cost reduction. Jamie has a Ph.D. in computer science specializing in big data analytics, information retrieval, cloud computing, and machine learning. Jamie began his career with 20 years of experience in software development and has been...

    Read more about Jamie McGlothlin here
  • Carrie Cherveny

    Carrie Cherveny is the Senior Vice President of Strategic Client Solutions in HUB’s Risk Services Division. Carrie has 20 years of combined experience in employee relations, human resources, employment law litigation, and employee benefits legal guidance. Carrie works closely with clients to identify compliance risks across the organization and develop responsive strategies and solutions that...

    Read more about Carrie Cherveny here
  • Terry D Shaw

    Terry Shaw is president and chief executive officer for AdventHealth. In this role, he provides leadership for one of the largest faith-based health care systems in the United States, comprising 50 hospital campuses across nine states, with a continuum of integrated care that includes urgent care centers, home health, hospice, physician practices and skilled nursing facilities. Shaw’s career...

    Read more about Terry D Shaw here
  • Heather Miller

    Read more about Heather Miller here
  • John Good

    Read more about John Good here
  • Jeff Lambert

    Jeff Lambert, Chief Operating Officer and Founder of Organizational Intelligence, has more than 30 years’ experience focused on healthcare finance and decision support initiatives.  Jeff is responsible for client activities including system implementation and support, ongoing services, and product development. His experience ranges from large complex healthcare organizations, governmental and...

    Read more about Jeff Lambert here
  • Steven Ullman

    Read more about Steven Ullman here
  • Mary Mayhew

    Read more about Mary Mayhew here
  • Matthew J. Wright

    Matthew Wright has nearly 20 years of experience representing various health care entities and interest groups. He has been recognized on numerous occasions as a top advocacy professional and an association leader.At the American Hospital Association, Matthew serves as a leader on legislative issues affecting hospitals and health systems. He represents hospitals’ interests among the primary...

    Read more about Matthew J. Wright here
  • Kelly Smith, CPA

    Kelly is an Audit Senior Manager based in the Greenville, South Carolina office of Dixon Hughes Goodman LLP. In Kelly’s eight years with DHG, she has primarily served not-for-profit and governmental healthcare entities, as well as for-profit healthcare providers and other not-for-profit organizations. Kelly has served healthcare providers ranging in size from rural critical access facilities of...

    Read more about Kelly Smith here
  • Anthony Long, FACHE, FACCA, CAMMA, MBA

    Anthony is a Principal and Partner with Pinnacle Healthcare Consulting.  He leads the Strategic, Operational and Supply Chain Consulting Division.  In this role, he has assisted multiple organizations with strategy and business plan development, practice representation, and provider alignment initiatives.In addition to strategic and alignment initiatives spanning employment to professional service...

    Read more about Anthony Long here
  • Brian Cook

    As Vice President at Paymerang, Brian Cook brings over 19 years of experience working with various educational procurement and consortia programs designed to lower the cost of delivering high quality education, provide efficiency gain, and protect institutions against the proliferation of fraud. He leads the partnerships with several associations and coalition procurement programs for Paymerang...

    Read more about Brian Cook here

Major Topics:

  • Federal policy update for hospitals and health systems
  • Whole Person Care: Understanding health care consumers
  • Florida's health care future
  • The "new normal" in health care
  • Accounting & Auditing Update
  • And more based upon most popular sessions TBD

Designed For:

CPAs and other finance professionals in the health care industry.

Sponsor & Exhibitor Information

Sponsors and Exhibitors