MARCH 7-8, 2019 LONG ISLAND MARRIOTT UNIONDALE

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1 MARCH 7-8, 2019 LONG ISLAND MARRIOTT UNIONDALE Educational Credit Hours NYS Education Department Sponsor License # metropolitan new york chapter HFMA Metro New York Chapter is approved as a New York State CPE Provider in the area of specialized knowledge and applications. In accordance with the standards of the National Registry of CPE Sponsors the total credits have been rounded down. CPE Credits have been granted on a 50-minute hour.

2 GENERAL INFORMATION The 60 th Joseph A. Levi Annual Institute program is intended to provide current practical information to financial professionals about policies and trends affecting major segments of the healthcare industry. REGISTRATION INFORMATION Registration is considered a guarantee of payment and no refunds are issued. Substitutions are permitted on an equal fee basis. If the substitute does not qualify for the rate paid they are responsible for the difference. Registration Fees on or before January 11, 2019 Certified Member: $370 Member: $370 Non-Member: $470 Registration Fees after January 11, 2019 Certified Member: $370 Member: $420 Non-Member: $520 *Please note that on-site registrations will incur an additional $50 fee. USE THIS LINK TO REGISTER TODAY! HOTEL INFORMATION The Long Island Marriott 101 James Doolittle Blvd, Uniondale, NY (516) HFMA has reserved a limited number of rooms at the group rate of $176 per night. Rooms can be booked using the hotel website and entering the group code HMFHMFA for a king OR HMFHMFB for a double or by calling Please note that you are responsible for making your own hotel reservations, including changes and cancellations. You must book your room by Friday, February 22, 2019 to secure this rate. VENDOR FAIR All registrants will be able to share valuable ideas and information throughout the event. DRESS CODE Business dress is suggested for all sessions.

3 CPE ACCREDITATION Participants will receive a certificate of attendance at the completion of each program reflecting the number of instructional hours earned. CPE requirements may differ by jurisdiction; therefore, participants should consult their reporting jurisdiction. All HFMA Metro NY education programs earn points toward HFMA Certification and Certification maintenance requirements. SCHEDULE CHANGES Occasionally, it may be necessary to re-schedule or cancel programs. Registrants will receive advance notice of such changes. Metro NY Chapter of HFMA cannot be responsible for any penalties incurred as a result of such changes. For up-to-date chapter or conference information, visit our chapter website at THANK YOU TO THE 2019 ANNUAL INSTITUTE PLANNING COMMITTEE Chairperson Catherine Ekbom Co-Chairperson James Linhart Kiran N. Batheja, FHFMA Robert Jacobs Vice Chairs Wendy E. Leo, FHFMA Andrew R. Weingartner, FHFMA Alyson Belz Jonathan Bond Robert Braun John Byrne Daniel Colucci David Evangelista Albert M. Farina, CPA Mario Di Figlia, FHFMA Juby George-Vaze Diane McCarthy, CPA, FHFMA Committee Members Christina Milone, Esq. Fred Molinari Laurie Radler, FHFMA Maryann Regan Ed Schmidt, FHFMA Donna Skura Sean P. Smith, CPA Shivam Sohan, FHFMA Cynthia Strain, FHFMA Robin Ziegler Joseph A. Levi 60 th Annual Institute

4 AGENDA THURSDAY, MARCH 7, :30 AM - 8:15 AM Registration with Continental Breakfast Presentation on the benefits of HFMA Membership 8:15 AM - 8:30 AM Welcome and Opening Remarks Mario Di Figlia, FHFMA, President, Metropolitan New York Chapter, HFMA 8:30 AM - 9:30 AM National HFMA Chairman s Theme: Imagine Tomorrow 9:30 AM - 10:30 AM Keynote Presentation Imagine a time when everyone has access to care when they need it. Join Kevin as we Imagine Tomorrow in the delivery and financial management of healthcare. Kevin F. Brennan, CPA, FHFMA, HFMA National Volunteer Chair, Principal with SunStone Consulting Michael Dowling is President and Chief Executive Officer of Northwell Health, the largest integrated health care system in New York State with a total workforce of more than 68,000 employees, committed to changing health care for the better. Northwell Health delivers world-class clinical care throughout the New York metropolitan area, pioneering research at the Feinstein Institute for Medical Research and a visionary approach to medical education, highlighted by the Donald and Barbara Zucker School of Medicine at Hofstra/Northwell and the School of Graduate Nursing and Physician Assistant Studies. Michael will share his vision of the healthcare delivery system of tomorrow. Michael Dowling, President & CEO, Northwell Health 10:30 AM - 11:00 AM Networking Break and Vendor Fair 11:00 AM - 12:00 PM A Candid Discussion with Alan Murray Alan Murray is a seasoned leader in New York s Healthcare Market. Hear a one on one candid discussion, hosted by David Evangelista, on Alan s progressive healthcare experience and his vision of making healthcare affordable, more accessible and easier to understand. Speakers: David Evangelista, Corporate Director of Managed Care, MediSys Health System Alan Murray, CEO, Anthem Blue Cross 12:00 PM - 1:00 PM Lunch with Dessert in Vendor Fair Presentation on the benefits of HFMA Certification 1:00 PM - 1:15 PM Afternoon Opening Remarks Catherine Ekbom, Chairperson, Joseph A. Levi 60th Annual Institute

5 1:15 PM - 2:15 PM How to Drive Rapid and Sustainable Margin Growth Hear Richard Henley share an innovative and sustainable approach to drive transformational levels of operational and financial improvement within your organization. His presentation describes a methodology that, over the course of 100 days, converts the embedded knowledge of management and associates into a portfolio of actionable initiatives for improvement. Learn how you can hard-wire this process within your organization to ensure long term sustainability. Richard J. Henley, FACHE, FHFMA, Managing Director, Vici Partners, LLC 2:15 PM - 3:30 PM Transparent and Optimal Pricing Strategies A focused presentation exemplifying the need for transparent and defensible hospital service pricing. Brian Workinger will walk us through the labyrinth of setting prices, one of the most challenging responsibilities for finance leaders, who must balance competing principles. Brian Workinger, Vice President Payor & Pricing Analytics, Craneware 3:30 PM - 4:15 PM Networking Break and Vendor Fair 4:15 PM - 6:15 PM CFO Panel - Financial Leadership ~ Visions of Healthcare Tomorrow This panel discussion will engage CFO financial leaders who will share with us their vision of embracing the healthcare changes of today with the foresight of a better tomorrow. Some of the many challenges that will be touched upon include Population Health, Price Transparency, Clinical Integration, Partnerships & Mergers, and Risk & Value Based Purchasing Arrangements. Hear their insights & visions and how they plan to make their health systems viable in the delivery of the healthcare of tomorrow. Moderator: Joseph Fifer, CPA, FHFMA, President & CEO, Healthcare Financial Management Association Panelists: Colleen M. Blye, CPA, Executive Vice President and CFO, Montefiore Medical Center Mark Bogen, CPA, Senior Vice President & CFO, South Nassau Communities Hospital Mike Breslin, CPA, Executive Vice President, CFO & Treasurer, New York Presbyterian Hospital Michele L. Cusack, CPA, Senior Vice President & CFO, Northwell Health Donald Scanlon, CPA, Executive Vice President & CFO, Mount Sinai Health System John E. Ulberg Jr., CFO, New York City Health and Hospitals 6:15 PM - 7:30 PM Social & Networking Event: President s Reception Joseph A. Levi 60 th Annual Institute

6 FRIDAY, MARCH 8, :30 AM - 8:15 AM Registration and Continental Breakfast Presentation on the benefits of HFMA Certification 8:15 AM - 8:30 AM Welcome & Opening Remarks 8:30 AM - 9:15 AM National HFMA Update Diane McCarthy, CPA, FHFMA, President-Elect, Metropolitan New York Chapter, HFMA As the nation s healthcare transformation continues, all stakeholders are being challenged to go beyond their traditional roles. In this presentation, HFMA President & CEO Joseph Fifer will discuss the implications of HFMA s key strategic initiatives, share highlights of their newest research findings on value-driven health care, and offer guidance for success in a rapidly changing environment. Joseph Fifer, CPA, FHFMA, President & CEO, Healthcare Financial Management Association 9:15 AM - 10:15 AM Motivational Speaker Brent Gleeson, Navy Seal Brent is the Founder and CEO of TakingPoint Leadership, a progressive leadership and management consulting firm with a focus on business transformation and building highperformance cultures. Brent is a dynamic speaker who will share his personal account of his Navy Seal experiences. 10:15 AM - 10:45 AM Networking Break and Vendor Fair 10:45 AM - 12:00 PM Legislative Panel Discussion Nassau-Suffolk Hospital Council, Greater New York Hospital Association, & Healthcare Association New York State Hear local industry leaders discuss the challenges facing the healthcare industry, and how their associations are helping move forward with legislative issues in response to these challenges. Moderator: William E. Allison, Chief Operating Officer, South Nassau Communities Hospital Panelists: Kevin Dahill, President & CEO, Nassau Suffolk Hospital Council Bea Grause, President & CEO, Healthcare Association New York State Ken Raske, President & CEO, Greater New York Hospital Association 12:00 PM - 1:00 PM Lunch with Dessert in Vendor Fair Presentation on the benefits of HFMA Membership

7 1:00 PM - 2:30 PM CEO Panel Discussion ~ Imagining Healthcare Tomorrow Aligning with National HFMA s theme Imagine Tomorrow the CEO panel will discuss changes in payor markets, financing, regulation, patient access, treatment modalities, and technology which have hospital executives imagining and planning the future for their organizations. Our panelists have each faced specific challenges, encountered new opportunities, and have implemented new programming. Their insights will add to our perspectives as we all create tomorrow. This discussion will be led by Kevin Brennan, who will provide national insight through his work with HFMA and from his professional practice. Moderator: Kevin Brennan, CPA, FHFMA, HFMA National Volunteer Chair, Principal with SunStone Consulting Panelists: LaRay Brown, President & CEO, One Brooklyn Health System Bruce J. Flanz, President and Chief Executive Officer, MediSys Health Network, Inc. Richard Murphy, President & CEO, South Nassau Communities Hospital 2:30 PM - 3:30 PM Next Wave In Telehealth, Remote Monitoring & IoT Technology (Internet of Things) We are in the midst of a telehealth revolution propelled by technology, enhanced reimbursement, consumer demand and shift to value based outcomes. Telehealth has evolved into an important cost effective component in the healthcare delivery tool box. CMS, Employers and Consumers are driving this change, with new reimbursement models that allow for new revenue stream while reducing overall cost of healthcare. Hear from telehealth pioneers as they share lessons learned, technology evolution and discuss reimbursement and regulatory issues that continually reshape the telehealth industry. Moderator: Peter Fleischut, MD, SVP & Chief Transformation Officer, New York - Presbyterian Panelists: Saurabh Chandra, MD, PhD, Medical Director, eicu, Northwell Health Lisa Sombrotto MD, Vice Chair Clinical Programs-Manhattan, Vice Chair of Quality, Department of Psychiatry, New York Presbyterian/Weill Cornell Medical Center Juby George-Vazé RN, CCM, MBA, CEO & Chief Innovation Officer, Globex Health 3:30 PM - 3:45 PM Joseph A Levi Annual Institute 60 th Anniversary 3:45 PM - 4:00 PM Closing Remarks and Raffle Drawing (must be present to win) Catherine Ekbom, Chair, Joseph A. Levi 60 th Annual Institute JOSEPH A. LEVI 60 TH ANNUAL INSTITUTE FOOD DRIVE This year, the Annual Institute committee is inviting you to give back to those less fortunate in the communities that we all serve. On both days, we will have an area set up for donations of canned food. For every food donation made, attendees will receive a raffle ticket, and the winner will receive a prize. Bring canned food both days, and you will have two chances to win! Winner Need Not Be Present To Win (For This Raffle Only) Joseph A. Levi 60 th Annual Institute

8 OFFICERS AND BOARD OF DIRECTORS Chapter Officers President... Mario Di Figlia, FHFMA President-Elect...Diane McCarthy, CPA, FHFMA Vice President...Donna Skura Treasurer... Sean P. Smith, CPA Secretary...Wendy Leo, FHFMA Immediate Past President... Maryann J. Regan Class of 2019 Christian Borchert, CRCP-I Catherine Ekbom Juby George-Vaze James Linhart Tracey A. Roland Board of Directors Class of 2020 Leah Amante Susane Lim Christina Milone, Esq. Shivam Sohan, MPA, HCA, FHFMA Andrew R. Weingartner, FHFMA THANK YOU TO OUR CORPORATE SPONSORS! Betz-Mitchell Associates, Inc. BDO USA, LLP CBHV-Collection Bureau Hudson Valley, Inc Ernst & Young LLP Jzanus, Ltd. KPMG LLP Medical Liability Mutual Insurance Miller & Milone, PC Accenture Connance Crowe Horwath LLP Fust Charles Chambers LLP Group J Allscripts Avadyne Deloitte Services LLP Garfunkel Wild, P.C. Lexmark International, Inc McBee MCS Claim Services, Inc. Platinum Sponsors Gold Corporate Sponsors Silver Corporate Sponsors nthrive Professional Claims Bureau, Inc POM Recoveries, Inc. Price Waterhouse Coopers, LLP RSM US LLP RTR Financial Services, Inc. Tritech Healthcare Management, LLC Healthcare Retroactive Audits, Inc. Health/ROI Jzanus Consulting, Inc. RSG Inc Washington & West, LLC Mullooly, Jeffrey, Rooney & Flynn, LLP Nassau Suffolk Hospital Council, Inc Navigant Consulting, Inc. Third Party Reimbursement Solutions, LLC Veralon Withum, Smith & Brown, PC Joseph A. Levi 60 th Annual Institute