The Changing Tide in Healthcare

Preliminary Agenda and Information
Please check back frequently for updates...

►Register & Pay by Cash, Check or Coupon

Up to 12 CPE Credit Available
Sponsored by the Texas Gulf Coast Chapter of HFMA, Sponsor# 00713. See session descriptions below for Level, Prerequisites, Course Descriptions, and Learning Objectives. All sessions are presented as Group Live.

Conference Location:
San Luis Resort | Galveston, Texas
5222 Seawall Boulavard | Galveston, TX 77551
Reservations: 800.392.5937 ►Map and Directions

A limited number of rooms are available at the San Luis Resort for the night of September 19 (and a few for September 20) at the group rate of $169 per night. Reservation cutoff date is August 31, 2010.

Call 800.392.5937 for reservations and mention the Healthcare Financial Management Association Conference.

Conference Attire: Resort Casual - Shorts are Welcome!!
However - be aware that meeting rooms are often cold. Please bring a light jacket or sweater if you feel it will be needed.

Luau Reception & Dinner: 5:15 - 8:00 pm - Sunday, September 19
Join us for a tropical luau buffet, networking, beverages, and Hawaiian Fire Dancing. Complimentary for registered conference attendees, $25 for guests.

Sunday, September 19, 2010

12:00 - 6:00 pm Registration

1:00 - 5:00 pm (Concurrent Session)

Ethics for Texas CPA's: It's a Matter of Choice

Course: 1009-01 | CPE Credits: 4.0 | Level: Update | Prerequisites: None

Course Description: Ethics and Integrity - Popular buzz words for the past decade. Yet we still hear about financial statement fraud, misuse of assets and theft within our organizations. What are we as CPAs to do to respond to this situation? What are our responsibilities to the public and to the Board? What can we do to create a more ethical environment within our organizations? Come and join us for an interactive afternoon. The public looks to us as a standard of ethics and integrity. Are we able to meet the challenge? It's all a matter of choice.

This course is designed to meet the Texas State Board of Public Accountancy's (TSBPA) Ethics Course Requirements for Licensees for four hours of continuing edcuation.

Learning Objectives: Participants will...Become educated in the ethics of the profession; Understand the TSBPA's Rules of Professional Conduct and the core values of our profession; Practice applying ethical judgment in interpreting these rules and values; Learn to utilize these ethical principals in making choices appropriate for the profession and the public; Learn about the components and red flags of fraud, and Take an ethics test to measure against the fraudsters.

Deana Sullivan - Founder and Principal, SullivanSolutions | Deanna Sullivan specializes in enhancing both corporate and individual business performance via customized solutions. She has a diverse background ranging from auditing and accounting to coaching and training. Formerly a partner with Arthur Andersen, Deanna was Global Director of Process and Methodology for Andersen’s Risk Consulting practice. Deanna developed Andersen’s Quality Assurance Review Methodology for Internal Audit and the Global Best Practices for Internal Audit. Deanna received her BBA in Accounting from West Texas State University. She is a CIA, CPA and CFE.

1:00 - 1:50 pm (Concurrent Session)

Reimbursement

Course: 1009-02 | CPE Credits: 1.0 | Level: Update | Prerequisites: None

Course Description:

Learning Objectives:

Chad Leopard, CPA - Healthcare Advisory Partner, PricewaterhouseCoopers - Dallas, Texas | Chad has twenty years of experience in public accounting serving healthcare clients in Reimbursement Consulting, Revenue Cycle Assessments, Revenue Recovery Projects, Health Information Regulatory Compliance, Mergers and Acquisitions, Financial and Compliance Audits, Supply Chain cost reductions, Physician Integration Strategy and Financial Analysis. Chad was instrumental in developing PricewaterhouseCoopers’ methodology for our services related to Medicare Disproportionate Share Reimbursement, Medicare Wage Index analysis, ESRD add-on payments, and analysis of Post Acute Care Transfer DRGs.

1:50 - 2:40 pm (Concurrent Session)

Medicare Update: FFY 2011 Final Rule, CY OPPS Proposed Rule, and Healthcare Reform Legislation

Course: 1009-03 | CPE Credits: 1.0 | Level: Update | Prerequisites: None

Course Description: An update on important regulatory and legislative issues affecting medicare.

Chad Leopard, CPA - Healthcare Advisory Partner, PricewaterhouseCoopers - Dallas, Texas | Chad has twenty years of experience in public accounting serving healthcare clients in Reimbursement Consulting, Revenue Cycle Assessments, Revenue Recovery Projects, Health Information Regulatory Compliance, Mergers and Acquisitions, Financial and Compliance Audits, Supply Chain cost reductions, Physician Integration Strategy and Financial Analysis. Chad was instrumental in developing PricewaterhouseCoopers’ methodology for our services related to Medicare Disproportionate Share Reimbursement, Medicare Wage Index analysis, ESRD add-on payments, and analysis of Post Acute Care Transfer DRGs.

Brad Bowman - Healthcare Advisory Director, PricewaterhouseCoopers - Indianapolis, Indiana | Brad is a Healthcare Advisory director in the Indianapolis office of PricewaterhouseCoopers. Brad has over eighteen years of business experience in management and administration, reimbursement, consulting, and financial analysis.

2:40 - 3:00 pm Refreshment Break

3:00 - 3:50 pm

Red Kool-Aid, Blue Kool-Aid: A Doctor's Odyssey on Capitol Hill

Course: 1009-04 | CPE Credits: 1.0 | Level: Basic| Prerequisites: None

Course Description: The United States is the only western-style democracy without universal health care for its citizens. Healthcare reform may or may not be in the future for the United States. Whether Congress passes legislation or not, other key factors are altering the delivery of healthcare, its organization, and political processes on the state, local and federal level. This presentation will outline how Congress works, the various forces at play in healthcare reform, how other nations have solved this problem and conclude with some suggestions about altering the current divisive political process gained from the speaker’s year as a fellow on Capitol Hill.

Learning Objectives: After attending this activity, the target audience should be able to: Understand the current health care debate; Identify problems the current legislation does not address; Appreciate the difference between how health care is provided to American citizens vs. citizens in other democracies around the world

Leonard A. Zwelling, MD, MBA - Robert Wood Johnson Health Policy Fellow and Professor of Medicine and Pharmacology, M.D. Anderson Cancer Center - Houston, Texas |Dr. Zwelling trained at Duke University, Duke Medical School and the National Cancer Institute. He is a board-certified internist and medical oncologist. He performed laboratory investigations into the mechanisms of action of various active antineoplastic drugs in his labs at NCI and, after 1984, at M. D. Anderson. He is currently professor of medicine and pharmacology at Anderson. In 1993 he received his MBA from the U of Houston, eventually becoming the Vice President for Research Administration at Anderson until 2007. He spent a residency year on Capitol Hill as a Robert Wood Johnson Foundation Health Policy Fellow in the office of the U. S. Senate Committee on Health, Education, Labor and Pensions before returning to M. D. Anderson as a Chancellor’s Health Fellow. He currently is the Executive Director of the Pharmaceutical Development Center at M. D. Anderson, chairs the Animal Care and Use Committee and is authoring a book about his experiences in Washington, D.C.

3:50 - 5:05 pm (Concurrent Session)

CIO Panel on High Tech EMR's

Course: 1009-05 | CPE Credits: 1.5 | Level: Basic| Prerequisites: None

Course Description: All health care providers will be challenged for the next several years to comply with Federal requirements to adopt EMRs, including understanding new terms like meaningful use. The technical issues are less of a challenge than the agreement on standards for interoperability, security and privacy. The solutions require the full participation of providers, CEOs, CFOs, CIOs and the government leaders developing the regulations and standards. Almost every health care organization has already committed significant resources in order to implement some level of EMR. How we use that investment to meet the long term goals and benefits of EMR is also an area of great interest.

Learning Objectives: Participants will gain an understanding of the issues surrounding implementation and integration of EMRs in the healthcare system.

David F. Bradshaw - Chief Information, Planning & Marketing Officer, Memorial Hermann Healthcare System | David joined Memorial Hermann as Chief Information Officer (CIO) in 1998 after a 14-year career at IBM. In his current capacity as CIO, David has responsibility for the information systems function across the healthcare system, which includes 11 hospitals, 132 outpatient locations, and a network of more than 5,000 physicians. Memorial Hermann is an aggressive utilizer of information systems and a six-time Most Wired organization. In addition to the Information Systems division, David manages the Marketing and Planning division across the system, overseeing brand marketing, internal and external communications, call centers, field marketing and field sales programs, as well as leading system-wide strategic planning.

George Conklin - Senior Vice President for Information Management, CHRISTUS Health | George Conklin is responsible for all aspects of the delivery of information management and communications systems services, supporting CHRISTUS Health’s delivery network across four states, in two countries and in more than 300 locations. Additionally, as a member of CHRISTUS Health’s senior leadership team, he participates in setting short and long term strategic and tactical directions for the system at large. In particular, he has served as a member of the organization’s Futures Task Force, an effort that has set long term system directions based on assessments of future social, technical, environmental, economic and political factors.

Patrick Hale - Regional Information Management Executive, CHRISTUS Health Gulf Coast Region - Houston, Texas | Patrick Hale graduated from Texas A&M University and accepted a commission as an Armor Officer in the United States Army. Following retirement from the Army he taught computer networking for a year, before joining CHRISTUS Health’s Information Management department as a LAN Administrator and has subsequently worked in a number of positions of increasing responsibility.

Francisco Vazquez, BSCS, MBA - Medical Center Assistant Director, Michael E. Debakey Veterans Administration Medical Center - Houston, Texas | Francisco Vazquez was appointed Assistant Director of the Veterans Affairs Medical Center in March 2007. In this capacity, he is charged with executive oversight of the facility’s community based outpatient clinics and of the Emergency Management Program. Previously, Mr. Vazquez served as the Information Management Service Line Executive. Before joining the MEDVAMC, Mr. Vazquez served as Information Management Executive of the Philadelphia VA Medical Center from 2001 to 2003. From April 1999 to April 2001, he served as Chief Information Officer at the VA Medical Center in Sheridan, Wyoming. Prior to that appointment, he served as VistA System Manager at the Central Texas Healthcare System from May 1995 to April 1999.

Moderator: Edgar L. Tucker - Senior Vice President, The Texas Medical Center | Mr. Tucker has responsibility for health policy, emergency preparedness, police and security services, facility operations, information technology, procurement, food services, housing, and performance improvement. Prior to joining Texas Medical Center in 2009, Mr. Tucker was Director of the Michael E. DeBakey Veterans Affairs Medical Center, a member institution. He also served as the Director of the Colmery-O’Neil VA Medical Center in Topeka, Kansas and the VA Eastern Kansas Healthcare System and as Associate Director of Veterans Affairs Medical Centers in Fort Meade, South Dakota and Temple, Texas. During his 36-year federal career, he received many awards, including the Presidential Rank Award of “Meritorious Executive” in the Senior Executive Service, the National Leadership Technology Award for the development of the Bar Code Medication Administration System within the Veterans Affairs and the Mentor of the Year Award.

5:15 - 8:00 pm HFMA Luau - Buffet Dinner and Entertainment

Join us for networking, cocktails, a "Big Island" Hawaiin Buffet Dinner, music, and a live show featuring Hawaiin Fire Dancing! No additional charge for registered conference attendees (but let us know you're coming!). $25 for guests.

Monday, September 20

7:00 - 8:00 am Registration | Continental Breakfast

8:00 - 8:50 am

The Future of Managed Care Under Healthcare Reform

Course: 1009-06 | CPE Credits: 1.0 | Level: Update | Prerequisites: None

Course Description: The enactment of national health reform creates opportunities and challenges for health plans and provider systems. Though national in scope, implementation of the reforms will largely take place at the local market level. Examples include the expansion of Medicaid eligibility; new subsidized coverage for individuals and small groups marketed through state exchanges and the integration of providers into accountable care organizations for Medicare. Managed care has always been based on relationships. This presentation will focus on key relationships and how they could evolve in the next few years: purchasers and health plans, health plans and providers, hospital systems and physicians.

Learning Objectives:
Managed care in Texas and nationally– trends in enrollment, market share, financial results and provider relationships

Evolution of niche markets for employers, Medicaid/CHIP and Medicare Advantage

Positioning for opportunities under reform: Medicaid managed care; subsidized coverage and exchange based products for individuals and small groups; nonsubsidized products for mandated groups and individuals

Can health plans and providers get beyond their current adversarial relationships? What will payments systems look like? What will be the respective roles of hospitals, physicians and health plans in forming Accountable Care Organizations?

Will reform and market changes lead to additional consolidation by health plans, providers and purchasers? Will they lead to a stronger role for federal and state governments?

Allan Baumgarten - Principal, Allan Baumgarten & Associates - St. Louis, MO |Allan Baumgarten is an independent research consultant whose work focuses on health care policy, finance and local market strategies. He is the author of Texas Health Market Review, a nationally recognized annual report analyzing key trends and issues in the market. He has published annual Health Market Reviews in ten other states: Arizona, California, Colorado, Florida, Illinois, Kentucky, Michigan, Minnesota, Ohio, Texas and Wisconsin, and is the co-author of an analysis of New York health insurance markets published by the United Hospital Fund. He works with a variety of organizations to help them analyze the market competition and policy issues they face and to develop business strategies to meet the challenges of dynamic markets and health reform. His clients include health plans, provider organizations, government agencies, consulting firms, and manufacturers of pharmaceuticals and other health products and services. He received his J.D. degree from the University of Minnesota Law School and an M.A. from the University of Minnesota Hubert H. Humphrey Institute of Public Affairs.

9:00 - 10:15 am

CFO Panel Discussion

Course: 1009-07 | CPE Credits: 1.5 | Level: Basic| Prerequisites: None

Course Description: Attendees will have an opportunity to learn what issues in the healthcare industry are significant to the senior financial leaders in some of Houston's hospitals and what they are thinking about how to respond to the these challenges. Panelists will give their thoughts on topics including Medicare reimbursement rates, physician alignment and medical staff relations, balance sheet management, and RAC audit compliance.

William (Bill) Brocius, CPA - Vice President and Chief Financial Officer, St. Luke's Episcopal Hospital - Houston, Texas | Bill Brosius has 25 years of experience in the financial operations of healthcare organizations. He is responsible for the overall financial operations of the 864 bed facility. He has an extensive financial and operational background in for-profit and not-for-profit hospitals, rehabilitation facilities, and sub-acute and long-term acute care facilities. Bill’s expertise includes joint ventures, financial turnarounds, interim management, acquisition analyses, feasibility studies, Medicare and managed care reimbursement, productivity, strategic planning and budgeting. Prior to St. Luke’s, Bill served as senior financial consultant with The Lane Group, Inc., a boutique healthcare consulting firm. While his principal accountability is overseeing the Hospital’s finances, Bill’s administrative responsibilities also include Case Management, Patient Access Services, Physical Medicine & Rehabilitation, Social Work Services and Service Line Management. He serves as liaison both to the Texas Heart Institute and to Supply Chain Management. Bill also works closely with the chairman of the Hospital’s Budget Committee.

Randy Reid, CPA - Chief Financial Officer, Memorial Hermann The Woodlands Hospital - The Woodlands, Texas |Prior to becoming CFO in 2006, Randy held numerous positions within the Memorial Hermann Healthcare System. He has over 14 years experience in financial reporting, budget preparation, cost accounting, decision support and financial systems implementation.Randy holds a Bachelor’s Degree in Business Administration from Houston Baptist University and is a CPA.

Dwain Morris - Vice President and Chief Financial Officer, University of Texas M.D. Anderson Cancer Center - Houston, Texas | Dwain Morris provides leadership for the Institution’s financial activities, which includes overseeing an approximate $3 billion dollar operating budget. He is responsible for financial planning, reporting, accounting, revenue cycle, treasury and cash management, governmental reimbursement, managed care operations, supply chain services, materials management, and research finance. He also provides leadership to ensure that all financial regulatory requirements of the University of Texas and the state of Texas are met.

Lowell Stanton - V.P./CFO - The Methodist Sugar Land Hospital | Lowell has 15 years of experience in financial operations within the healthcare field. He is responsible for the overall financial operations of the hospital to include coordination of joint ventures, contracts, financial planning, reporting, accounting, revenue cycle, treasury and cash management, governmental reimbursement, Medicare and managed care reimbursement, productivity, strategic planning and budgeting. Lowell provides operational leadership and oversight for the following areas within the hospital: Finance, Patient Access Services, PT/OT, Cancer Services, Health Information Management, Supply Chain, IT, Housekeeping and Food & Nutrition Services.

Moderator: Jeffrey Helton, CFE, FHFMA - The Fleming Center for Healthcare Management, University of Texas School of Public Health

10:15 - 10:25 am Refreshment Break

10:25 - 11:15 am

Nationalized Medicine: the Good, the Bad, and the Ugly

Course: 1009-08 | CPE Credits: 1.0 | Level: Basic | Prerequisites: None

Course Description: An examination of the financial lessons learned from the UK healthcare system and how they are applicable to healthcare in the USA. Highlights include: a brief history of the UK Health System; the challenge of providing healthcare free at the point of delivery; rationing; costing; building efficiency into the system; and future developments and direction.

Learning Objectives: Participants will learn how to compare and contrast a nationalized healthcare system against the U.S. insurance-based approach with particular focus on similarities to the recent health reforms.

James Wilson, B.Soc. Sci (Hons), ACMA - Managing Director, Assista Ltd. - Liverpool, U.K. | A qualified Chartered Management Accountant, James graduated in History and Social Science from the University of Birmingham and then became a member of the NHS Finance Management Training scheme. After undertaking a number of NHS posts in London and Kent James took up a permanent position at a mental health organization. Looking to broaden his experience James moved into the private sector, working in insurance, media and shipping and was also involved in several successful dotcom start ups. Building on the lessons that he learnt in the private sector James founded Assista Ltd in 2004 with the aim of bringing a more commercial edge to NHS finance. Since then the company has moved from strength to strength working on NHS Foundation Trust applications, Service Line Reporting, patient level costing, reference costing business cases and commissioning. Earlier this year Assista was awarded a place on the UK Government’s Buying Solutions Framework.

11:15 am - 12:05 pm

Organization Fraud Risks in Electronic Health Records

Course: 1009-09 | CPE Credits: 1.0 | Level: Basic| Prerequisites: None

Course Description: Health care fraud is a significant risk in the U.S., costing at least $68 million a year. The risk of health care fraud is expected to grow with the advent of EHR technology. EHR technology can be used to either conduct or facilitate a fraudulent action. Such frauds may include creation of erroneous clinical documentation that gets used in billing or through use of EHR data to create false patient encounter data that can be used to generate fraudulent billing and collections. While not a panacea for all potential fraud risks, EHR applications should have capabilities available to properly separate user duties and mitigate some of the fraud risks inherent in the use of electronic documentation in clinical operations. A series of specific recommendations has been presented to the industry that in combination with basic internal control frameworks can help providers minimize risk of loss or of unwarranted prosecution.

Learning Objectives: Attendees will gain an understanding of the magnitude of the problem of health care fraud and the risks of fraud that can arise from the use of technology in health care, as well as a reminder of the need to maintain internal controls in clinical systems. Attendees should also better understand the control measures that can be put into place to mitigate fraud risks in EHR technology.

Jeffrey Helton, CFE, FHFMA - The Fleming Center for Healthcare Management, University of Texas School of Public Health | Jeff Helton is completing his PhD in health care management at the University of Texas School of Public Health - Fleming Center for Healthcare Management. He has over twenty years' experience as a hospital, health plan, and health system chief financial officer - specializing in the turnaround of organizations in bankruptcy or credit default. He has published research in benchmarking financial operations, managerial accounting in health care, the adoption of health
information technology, and financial impact of hospital governance structures . He is also a Certified Fraud Examiner, specializing in health care fraud and has assisted major health insurers in detecting and prosecuting health care frauds nationwide. He is currently finishing his dissertation research to quantify the operational changes in hospitals that follow information technology adoption. He has a BBA from Eastern Kentucky University and a MS in Health Administration from the University of Alabama at Birmingham.

12:05 - 1:05 pm Lunch

1:05 - 1:55 pm

Nonlinear Thinking in Health Care Reform

Course: 1009-10 | CPE Credits: 1.0 | Level: Basic| Prerequisites: None

Course Description: We’ll look at how quickly trends can get off the established “linear” growth path, and how and why society can be so much more rapidly re-invented in the current generation than in previous generations. We’ll explore the forces that cause revolutions in society, including shifts in economics, transportation, demographics, and other social measures. We’ll look at the state of national and personal finances in the modern world. In particular, we’ll discuss health care finances from the provider’s and from the consumer’s standpoints, and consider where the emerging trends may take us.

Learning Objectives:

Jack Bacon, Ph.D., PE | Jack Bacon has often been called "a new Carl Sagan." He is one of the most requested speakers in the world for topics concerning technology and the factors that shape human society. He’s the author of three popular books entitled "My Grandfathers' Clock," "My Stepdaughter's Watch," and “The Parallel Bang.” A graduate of Caltech (B.S. '76) and the University of Rochester (Ph.D. '84) his extensive career includes roles in the development of many cutting edge technologies. Among his numerous awards, he was on the winning team of the Malcolm Baldrige National US Quality Award while at Xerox Corporation. He is a recipient of the US Government’s Exceptional Achievement Medal, the Johnson Space Center Director’s Special Commendation, and the coveted Silver Snoopy award. This award is the only one to actually fly in space, and is earned by less than 1% of the space workforce. He routinely advises numerous academic programs and institutions, and he is a champion of education throughout the world, having now presented in 31 countries on six continents, and on numerous television, and radio events.

1:55 - 2:45 pm

Capital Access

Course: 1009-12 | CPE Credits: 1.0 | Level: Update | Prerequisites: None

Course Description:

Learning Objectives:

Kay Sifferman - Vice President/Senior Credit Officer, Moody's - Houston, Texas | Kay Sifferman is with the Not-For-Profit Health Care Team within Public Finance, and joined Moody’s in 1993. She is the lead analyst for healthcare ratings in five states, including Alabama, Louisiana, Michigan, Tennessee and Texas, as well as three multi-state health systems. She also specializes in accounting issues. Kay has a varied business and industry background. Before joining Moody’s, she worked as an accounting manager with a major cable and communications company; a financial analyst and internal auditor with a publicly traded high-technology computer company; and a certified public accountant/senior auditor with Arthur Andersen & Co.

2:45 - 3:00 pm Refreshment Break

3:00 - 3:50 pm

Keynote Address: The Changing Tide in Healthcare

Course: 1009-13 | CPE Credits: 1.0 | Level: Basic| Prerequisites: None

Course Description: UTMB President David L. Callender will look ahead to the sweeping changes likely to arise with the implementation of health care reform legislation. How do providers and state leaders in Texas prepare for and effectively respond to a dramatic increase in the demand for health care services? How does one of the fastest growing states in the nation address an already acute shortage of health professionals? And, how can academic health centers—with their historic role of caring for vulnerable populations and their record of innovation—partner with elected officials and other stakeholders to address some of the unanswered questions this far-reaching legislation poses?

David L. Callender, MD, MBA, FACS - President, University of Texas Medical Branch in Galveston | David L. Callender, MD, MBA, FACS, became president of the University of Texas Medical Branch in Galveston on Sept. 1, 2007. He is the fifth president of the academic health center, which was established in 1891. A Texas native, Dr. Callender served as the associate vice chancellor and CEO for the UCLA Hospital System from mid 2004 to 2007. In that role, he oversaw a health care system consisting of the 525-bed UCLA Medical Center and Mattel Children’s Hospital located in Westwood, the 280-bed Santa Monica–UCLA Medical Center located in Santa Monica, and the 136-bed Neuropsychiatric Hospital located in Westwood, as well as the Tiverton House, a 100-room facility for patients and their families. In fiscal year 2006, the UCLA Hospital System managed more than 38,000 admissions and 880,000 outpatient visits, with net revenue of approximately $1 billion. Dr. Callender is a head and neck surgeon with a special interest in head and neck cancer. A 1984 graduate of Baylor College of Medicine, he completed his residency training in general surgery and otolaryngology at his alma mater in 1990. He went on to complete a fellowship in head and neck surgical oncology at the University of Texas M.D. Anderson Cancer Center. He has authored a number of scientific and educational publications. Dr. Callender received a Master of Business Administration degree from the University of Houston in 1995.