Health Care Industry Conference - In Person!
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.
$450.00 Flash Sale
$560 Regular Price
$700.00 Flash Sale
$810 Regular Price
Welcome Back. We Missed You!
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. In addition to outstanding sessions, this event offers you the opportunity to network with leading industry solution providers and socialize with your colleagues - all in a socially distanced environment.
To help ensure everyone's safety as we welcome you back to in-person events, we ask that we make the following promises to each other. Please click the link below:
FICPA COVID-19 Safety Plan
Also Note the Rosen Plaza's Commitment to your safety: https://www.rosenplaza.com/rosenstotalcommitment
Register early and receive a discount. Register as a group of 5 or more from the same organization and receive a discount. Can't attend in person? View selected sessions via live stream. Mark your calendars and be part of this annual FICPA event!
This specialized 16-hour conference explores new standards, the impact of the COVID pandemic, A & A hot topics, emerging technologies, new to the industry need to knows and more.
BE PART OF THE FUN! WIN A FREE REGISTRATION TO THE 2022 CONFERENCE!
2021 Exhibit Hall is sold out! Don't miss out on 2022! Download the Prospectus and secure your place
Reasons to Attend
- Discover the only FICPA conference that highlights accounting and finance health care issues.
- Take a break from on-line learning and working remotely to sharpen your skills and work more efficiently.
- Take advantage of this unique opportunity to hear about the changes to health care from a Florida-impacted perspective.
- Attend specialized sessions: Including the Industry Impact of COVID-19
- Hear first-hand from nationally recognized subject-matter experts and discuss practical application of their topics in the field.
- Network with your peers and discuss best practices and ways you can implement other firms strategies in your place of work.
Pre-Conference Events: September 22, 2021
Ethics: Protecting the Integrity of Florida CPAs in Industry (20805) - 1:00 pm - 4:30 pm (Separate Registration required)
CPAs face many complex and challenging ethical issues. Learn recent trends in business and professional ethics along with specific rules and requirements applicable to CPAs outlined in Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct. This course fulfills the biennial ethics requirement for Florida CPAs. REGISTER HERE
FICPA Annual Meeting and Town Hall - 4:30 - 6:30 pm (Separate Registration Required)
FICPA President and CEO, Shelly Weir, will host our Annual Meeting and Town Hall. Take this opportunity to meet the Institute's new Executive Officer and learn the latest about the FICPA and the profession.
Networking Reception: 6:30 pm - 7:30 pm (Complimentary)
Before heading home, please join us for a light reception to network with colleagues and meet our new Executive Officer.
A room block for this event is being held at the Rosen Plaza Hotel in Orlando. Please click the HERE for details.
Conference reference materials are distributed to registrants electronically in advance of the program. There will not be printed available on site. This fully searchable PDF includes speaker presentations and is intended for electronic use only.
FHA and HFMA
***Nonmember fee is waived for members of FHA and HFMA Florida Chapter for the Health Care Industry Conference only.
Thursday, September 23, 2021
Time: Thursday 7:30am - 8:00am
Sponsored by J.P. Morgan
Opening Remarks - Jeff Sparling, Ernst & Young, Committee Co-Chair
Time: Thursday 8:00am - 8:10am
Keynote Presentation: 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.
Combating Security and Privacy Challenges for Telehealth
Time: Thursday 9:05am - 9:55am Credits: 1 AA
Deepak Chaudhry, MSIS, ITIL, FHIMSS, CPHIMS, Managing Director, IT Services, BDO Digital, LLC
Many health care organizations are struggling with the effective deployment of a new patient care approach. Organizations adapted to work from home and remote patient care overnight but now need to make it compliant, manage its security and scale as demands grow. Without adequate security and privacy protections for underlying telehealth data and systems, providers and patients will lack trust in the use of telehealth solutions. Although some federal and state guidelines for telehealth security and privacy have been established, many gaps remain. This session will review security and privacy challenges related to telehealth and how to address such challenges.
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
Kelly Smith, CPA, 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.
Healthcare Industry Tax, Provider Relief Fund and Employee Retention Credit Update
Time: Thursday 10:20am - 11:10am Credits: 1 TB
Domenic Segalla, Market Leader, Healthcare Advisory Team, and Daniel Mayo, National Lead, Federal Tax Policy, Withum
This session will cover current tax regulations, practical recommendations for healthcare organizations, and the latest on Provider Relief Fund (PRF) reporting and the Employee Retention Credit (ERC).
- Identify PRF compliance risks and best practices
- Explain the latest updates on PRF reporting
- Provide an overview of the ERC and how it applies to the healthcare industry
- Discuss potential legislative changes for the remainder of 2021
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.
The Ins and Outs of a Successful Turnaround: A Case Study
Time: Thursday 11:15am - 12:05pm Credits: 1 TB
David Light, PT, MBA, Senior Manager, Healthcare Advisory Services, and Kevin Reynolds, Partner, Daszkal Bolton LLP
This session will unpack a successful engagement with a large, multi-county nonprofit from an operational perspective. Walk through start to finish, from engagement to deliverables, to completion.
Time: Thursday 12:05pm - 1:15pm
Sponsored by FHI Communications
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.
Federal Regulatory Update
Time: Thursday 2:10pm - 3:00pm Credits: 1 TB
Kathy Reep, Senior Manager, PYA, P.C.
This session will examine the latest proposed and final rules released by the Centers for Medicare and Medicaid Services including the final inpatient rule for FY2022, the proposed outpatient and physician rules, and Surprise Billing, as well as discuss the status of the Medicare Trust Fund.
Time: Thursday 3:00pm - 3:25pm
Healthcare Digital Transformation: Hitting Warp Speed
Time: Thursday 3:25pm - 4:15pm Credits: 1 TB
Deepak Chaudhry, MSIS, ITIL, FHIMSS, CPHIMS, Managing Director, BDO IT Services and Jim White, Tax Partner, BDO Healthcare
For healthcare executives, the pandemic pushed digital transformation into overdrive. According to a 2021 industry survey, as a result of the events of 2020, 60% of healthcare organizations are adding new digital projects and 42% are accelerating some or all existing digital transformation plans. The message is clear: the future of healthcare is digital. In this session, we will discuss key findings from the survey on how the pandemic impacted healthcare organizations’ digital plans. Our panelists will offer insight into how digital transformation is:
- Improving the patient experience
- Supporting clinicians as they adapt to new patient virtual demands
- Strengthening telehealth capabilities for the right service lines
- Building a technology infrastructure that takes workflow, processes, operations and finances into consideration
The Past, Present and Future of Payments
Time: Thursday 3:25pm - 4:15pm Credits: 1 TB
Brian Cook, Vice President, 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. Learn:
- 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.
New Lease Acounting Principles For GAAP Financial Statements
Time: Thursday 4:20pm - 5:10pm Credits: 1 AA
Joel S. Mutnick, CPA, Partner, KSDT CPAOver the last 2 years many companies, primarily public companies have been required to implement and restate prior years financial statements to conform with the “new” GAAP requirements for all leases that was effective during that period of time. Now, all other companies that prepare their financial statements on a GAAP basis are required to adopt these new pronouncements effective December 15, 2021. This presentation will provide an explanation of the major changes in the new pronouncement but also provide an “easy roadmap” in converting your leases that might not have been reflected in your balance sheets in the past to the new requirements so comparative financial statements can be consistent. In addition, the presentation will provide some simple procedures to perform going forward during 2022 in adopting the new GAAP Pronouncement. As it is well known, health care providers be they hospitals, clinics, professional providers and para-professionals have a substantial amount of leases both operating and capital. This new pronouncement effects every company that has not yet adopted the new pronouncement.
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 faced unprecedented challenges over the past two years. Join FHA President/CEO, Mary Mayhew, to discuss what the road ahead looks like for these facilities and the hardworking staff that work in them.
Networking Reception and Raffle
Time: Thursday 6:05pm - 7:00pm
Sponsored by PNC HealthCare
Friday, September 24, 2021
Time: Friday 7:30am - 8:00am
Sponsored by J.P. Morgan
Opening Remarks - Charles Felix, South Florida Hospital News, Committee Co-Chair
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.
The Health Care Private Equity Markets: What's Hot What's Not
Time: Friday 9:30am - 10:20am Credits: 1 TB
Robert Goodman, Vice President, Healthcare, MidCap Advisors, LLC
Physician Practices and Outpatient Services Update: What's hot what's not as well as when a Physician, Physician Practice or Outpatient Service Provider wants to consider a private equity transaction, what does the process look like?
- Why private equity?
- What Needs to Come first?
- How, as a CPA, can I best help my client?
- How does exit planning fit into the equation?
All these questions, and more, will be discussed at this session.
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
Jessika Garis, CHC, Manager, Risk Advisory Services, 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.
Healthcare 2021-What's New?
Time: Friday 10:25am - 11:15am Credits: 1 TB
Bryan Hall, Jr., CPA, Partner, Carr, Riggs & Igram, LLC
The business of healthcare has (arguably) changed more in the past 11 years than in the entire generation before it. Even before COVID-19, the business of healthcare, including reimbursement, employee and physician relations, and healthcare delivery system integration and consolidation, vendor and supply chain management was already rapidly evolving. Add a global pandemic and hundreds of billions of dollars in federal intervention, and the puzzle gets even more complicated. In this brief course, we will take a look back at the past 11 years in order to understand how we got to this current state. This session will also explore the impact of the past two years in an effort to assist providers with understanding what may be on the horizon at both a federal and state level, as well as what steps providers should consider in order to properly position themselves for future success.
Time: Friday 11:20am - 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.
Forensic Accounting in Healthcare: Comfortable Inaction and What We Don't Know Can Hurt You!
Time: Friday 12:30pm - 1:20pm Credits: 1 AA
Joseph M. Palmar, CPA, CFE, CFF, CEO, Palmar Forensics
The Dunning Kruger Effect: Not knowing what we don't know. We often don't know what we don't know, and we're usually most confident in those areas where we are most ignorant. Compounding this problem is that we are too busy, view things as immaterial, and have an "It can't happen here mentality." This results in comfortable inaction, or not doing or investigating the very things we should! We'll look into these risk areas, understand why we don't react until it's too late, and the red flags which are hidden in plain sight that we often miss as it relates to various fraud and vendor-related billing schemes. We will also provide tools you can immediately use to identify and mitigate risks in your own organization before it too late.
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.
Retirement Plan Oversight: What Are We Supposed to be Doing?
Time: Friday 1:25pm - 2:15pm Credits: 1 AA
Kathleen Dulko, CPA, President, Ashford Investment Advisors
Now more than ever, your employees are counting on you to look out for them and their financial future. Lawsuits against employer-sponsored retirement plans continue to mount, with no signs of slowing. Investment and insurance companies, software giants, governmental plans, and even nationally-recognized not-for-profits have been called on the carpet for how they carry out their fiduciary responsibility. What are they doing wrong and how can you avoid the same fate in your company retirement plan?
Join Kathleen Dulko, CPA and Certified Plan Fiduciary Advisor, to examine the framework for effective plan oversight, the elements of a prudent decision-making process, and how you can mitigate risks in your retirement plan.
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.
- The impact of COVID 19 on the Florida health care industry
- digital strategies and cyber security concerns in a remote health care environment
- The exploding telehealth industry
- Election-driven changes to health care delivery
- The workforce of the Future
- Forensic accounting
- Accounting and auditing update
- And much more!
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
Kathryn A Reep
Kathy Reep has more than three decades of leadership experience in the healthcare industry. Her hospital setting expertise is in compliance, financial advisory, reimbursement, and managed care. Kathy has helped with Medicare, Medicaid, workers’ compensation, reimbursement, and many other complex programs and issues. She is a thought leader and provider educator, helping hospitals navigate...Read more about Kathryn A Reep 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
Domenic J Segalla
Principal, Team Leader, Healthcare Advisory GroupWithumSmith+Brown, PC• More than 20 years of healthcare experience this covers a broad spectrum of financial/operational executive level positions.• Has worked primarily in large academic acute care hospitals but had oversight for long-term care and physician practices.• Extensive experience in integration and consolidation of a newly acquired...Read more about Domenic J Segalla 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
Robert Goodman is Vice President for Healthcare and he works with physician practices as well as other outpatient healthcare providers in support of their future plans. These plans can range from the sale to a consolidation effort to facilitating new partnerships and business combinations. The support he provides is strategic, financial and practical, and tends to involve advisory services...Read more about Robert Goodman here
Joseph Mario Palmar, CPA, CFE, CFF
With over 25 years of forensic accounting, auditing, and consulting experience Mr. Palmar, a Certified Public Accountant, Certified in Financial Forensics, and a Certified Fraud Examiner, specializes in fraud investigations, fraud prevention & detection, data analytics, healthcare procurement controls, construction audits and vendor credentialing. His experience includes fraud investigations...Read more about Joseph Mario Palmar 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
David Light is a Director in Healthcare Advisory Services. His expertise is in strategic planning and operations for start-up to mid-size independent practices. He has extensive healthcare experience and provides leadership in the areas of project evaluation, sales and marketing, entrepreneurial advice, operational analysis, business/service line planning, joint venture development, market...Read more about David Light here
Kevin E Reynolds
Kevin is a Tax Partner and the Health Care Industry Leader for Daszkal Bolton. With more than 20 years of experience in public accounting, Kevin assists clients with guidance on corporate structure and governance, profitability analysis, cash flow planning, compensation agreements, succession planning, and due diligence, in addition to tax planning and compliance services. Representative clients...Read more about Kevin E Reynolds here
Kathleen Dulko, CPA
Kathleen Walsh Dulko brings nearly two decades of accounting and compliance experience to her role as President of Ashford Investment Advisors. As a Certified Plan Fiduciary Advisor, Ms. Dulko helps retirement plan sponsors address the challenges of retirement plan oversight. Her unique plan governance process provides education, a prudent and documented decision-making process, and a risk...Read more about Kathleen Dulko here
James Robert White
Jim is the Managing Partner for the Jacksonville Tax Practice in addition to the National Healthcare Tax Practice Leader. He has 30 years of experience working with entrepreneurial and middle market companies on business, growth, tax and exit strategies. Jim also serves as a catalyst for BDO’s Tax 4.0 initiative, helping corporate tax departments automate and streamline tax processes. His services...Read more about James Robert White here
Joel Stephan Mutnick
Joel has over 40 years of financial accounting experience in public accounting firms and has provided effective, cost-efficient, independent audits in a timely manner to small, medium and large companies in both the private and public sectors nationally and all over the world. In addition to his audit background, Joel has performed reviews, compilations, agreed-upon procedures services and due...Read more about Joel Stephan Mutnick here
Deepak Chaudhry, MSIS, ITIL, FHIMSS, CPHIMS
Deepak Chaudhry is a director in the firm's Strategy, Technology & Transformation practice. He has more than 15 years of experience in technology, security management and technical operations across a variety of industries, including healthcare, legal, non-profit, transportation, and warehousing.Deepak has led numerous large-scale, multi-year projects, and he is experienced in managing end-to-end...Read more about Deepak Chaudhry here
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 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 MillerRead more about Heather Miller here
John GoodRead more about John Good here
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 UllmanRead more about Steven Ullman here
Mary MayhewRead 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
Bryan B. Hall Jr
Bryan serves as the leader of CRI's expansive healthcare practice.Serving healthcare providers across the South for two decades, Bryan offers diversified experience in accounting, advisory, auditing and cost reporting for providers of nearly all types.Bryan has successfully served hospitals and health systems, medical universities, nursing homes and rehabilitation centers, hospices, ambulatory...Read more about Bryan B. Hall Jr here
Daniel Mayo, JD, LLM
Daniel has more than 20 years of professional tax experience as well as experience in federal, international and financial products taxation. He is a member of Withum’s National Tax Services Group and oversees the U.S. Federal income tax research, planning and review functions. He is experienced in mergers and acquisitions, capital markets and cross-border transactions. Daniel is a frequent...Read more about Daniel Mayo 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
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
Hilary has more than 16 years of experience in delivering risk consulting services. She focuses on assisting clients with identifying existing and emerging risk and optimizing prioritization of risk mitigation efforts. The majority of her practice is focused on supporting Chief Audit Executives in aligning to the organization’s strategy and maximizing the value derived from the internal audit...Read more about Hilary Marx here
- Impact of COVID 19
- Cyber Security
- AL/Data analytics
- Remote Working
- Election-driven changes
- Workforce of the future