16.50 Educational Credit Hours NYS Education Department Sponsor License #

Transcription

1 16.50 Educational Credit Hours NYS Education Department Sponsor License # 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 59 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 22, 2018 Certified Member: $345 Member: $345 Non-Member: $445 Registration Fees after January 22, 2018 Certified Member: $345 Member: $395 Non-Member: $495 *Please note that on-site registrations will incur an additional $50 fee. New Registration Process for 2018 Annual Institute This year all individuals who are planning to attend the 59th Annual Institute will register using our new event registration website: 1. Visit 2. Select your Ticket type and click Checkout 3. Fill in the registration questionnaire and click Complete Registration We look forward to seeing you at the 59 TH Joseph A. Levi Annual Institute! 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 $171 per night. Rooms can be booked using the hotel website and entering the group code hjhhjha 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 Wednesday, February 21, 2018 to secure this rate. VENDOR FAIR All registrants will be able to share valuable ideas and information throughout the event.

3 DRESS CODE Business dress is suggested for all sessions. 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 change 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 2018 ANNUAL INSTITUTE PLANNING COMMITTEE Chairperson Alex Balko Co-Chairperson Catherine Ekbom Kiran N Batheja, FHFMA Robert Jacobs Vice Chairs Wendy E Leo, FHFMA Andrew R. Weingartner, FHFMA Robert Braun Daniel Colucci Mario Di Figlia, FHFMA David Evangelista Albert M Farina, CPA James L Linhart Diane McCarthy, CPA, FHFMA Christina Milone, Esq Laurie Radler, FHFMA Committee Members Maryann Regan Ed Schmidt, FHFMA Meredith Simonetti, FHFMA Donna Skura Sean P. Smith, CPA Shivam Sohan, FHFMA Cynthia Strain, FHFMA David Woods Robin Ziegler JOSEPH A. LEVI 59 TH Annual Institute

4 THURSDAY, MARCH 8, :30 8:15 AM Registration with Continental Breakfast Presentation on the benefits of HFMA Certification 8:15 9:30 AM Welcome and Opening Remarks Maryann Regan, President, Metropolitan New York Chapter, HFMA National HFMA Chairman s Theme: Where Passion Meets Purpose The Power of One: Lead From Where You Are Speaker: Carol A. Friesen FHFMA, MPH, National HFMA Chair Everyone has a calling, and, for those of us called to lead healthcare finance, each day brings the challenge to reimagine and transform what we know into what our patients need and deserve. As trusted advisors with a story to tell, we are responsible for collaborating with others to advance the health of our patients and our communities. It s time for healthcare finance professionals to make our contribution and write the story for future generations. This presentation will encourage you to reflect on your personal leadership journey and consider how the power of one can spread the impact to many. 9:30 10:45 AM Keynote Presentation Speaker: Ann Phelps, Principal/US Health Care Regulatory Leader A Principal with Deloitte & Touche LLP, Anne has more than 24 years of health care policy experience having worked in federal agencies, the US Senate, the White House and in consulting firms. She serves as a strategic business advisor to numerous health care stakeholders-including providers, health plans, employers, and life sciences companies-helping them navigate the complex health care regulatory environment and how it will impact their organizations. 10:45 11:15 AM Networking Break and Vendor Fair AGENDA 11:15 12:15 PM Managed Care Panel Provider and Payor Collaboration Moderator: David Evangelista, Corporate Director of Managed Care, Medisys Health System Panelists: John Caby, Senior Vice President of Network Management, Cigna Michael Costa, Executive Vice President, Market Executive Director, Aetna Dominic DePiano, Regional Vice President, Anthem Sandra Galian, Vice President Network Contracting, United Healthcare Paul Portsmore, Senior Vice President, Growth, Healthfirst As we continue to move into more complex value based arrangements it is critical that both Payors and Providers build stronger partnerships to improve patient access to care leading to healthier outcomes. Hear from a panel of healthcare leaders as they discuss what their organizations are doing to foster better relations with the provider community and explore other managed care trends. 12:15 1:15 PM Lunch with Dessert in Vendor Fair Presentation on the benefits of HFMA Membership 1:15 1:30 PM Afternoon Opening Remarks Alex Balko, Chairperson, Joseph A. Levi 59 TH Annual Institute Presentation to Robert Shapiro Presented by Michael Dowling, President, Northwell Health Robert Shapiro is a leader in healthcare finance in New York and was instrumental in the growth of the Northwell Health System. He has served as Northwell Health s Chief Financial Officer since 2000 with his prior positions at Northwell being Vice Present of Financial Operations and Director of Finance. Mr. Shapiro has been involved in various healthcare associations and has been a frequent participant at HFMA related events. Mr. Shapiro will be recognized for his years of dedicated service to the healthcare community and the Metro NY Chapter of HFMA.

5 1:30 2:30 PM A Fireside Chat with Phyllis Lantos, MS, FHFMA, Senior Advisor to the CEO, New York- Presbyterian Hospital Speakers: Phyllis Lantos, MS, FHFMA, Senior Advisor to the CEO, New York-Presbyterian Hospital; Irwin Birnbaum Esq., Former CFO of Montefiore Medical Center, Partner at Proskauer Rose and Chief Operations Officer, Yale Medical School Phyllis Lantos is a leading health care finance leader in New York and is recognized nationally. Previously, she was the Executive Vice President, Chief Financial Officer and Treasurer at New York Presbyterian Health System, and is now the Senior Advisor to the, President and CEO of the New York Presbyterian Health System. Mrs. Lantos has served as an adviser to various healthcare associations and is also an active participant on various boards of not-for-profit organizations. Mrs. Lantos, with assistance from Mr. Birnbaum, will lead a discussion on her vast knowledge in healthcare finance, her progression in the industry, her many accomplishments and her view on where and what the industry is destined to become. 2:30 2:45 PM Presentation to Phyllis Lantos Presented by Irwin Birnbaum Esq., Former CFO of Montefiore Medical Center, Partner at Proskauer Rose and Chief Operations Officer, Yale Medical School Mrs. Lantos will be recognized for her years of dedicated service to the healthcare community and the Metro NY Chapter of HFMA. 2:45 3:45 PM Reducing the Cost of Healthcare Through Technological Innovations Moderator: Irwin Birnbaum Esq., Former CFO of Montefiore Medical Center, Partner at Proskauer Rose and Chief Operations Officer, Yale Medical School Speakers: Marcy Borofsky, DDS, MPH Vice Chair and Founder, Smile Americas Partners - A Morgan Stanley Private Equity Company Colleen Costello, President, Vital Vio Health care has become an increasingly challenging issue to address both nationally and locally. There have been various efforts to address how to improve coverage, pay for pre-existing conditions and to control cost. There is little question that the United States has been able to extend life but with this has come a dramatic increase in the cost of health care as a percentage of the gross national product. Population health initiatives coupled with technological innovation are aimed at decreasing health care cost while improving patient outcomes but initiatives and innovation cost money! How do we go from proof of concept to adoption and how is the decision to invest in programs and technology made? If there is a benefit, how should that benefit be shared among the providers, payers and other stakeholders? 3:45 4:15 PM Networking Break and Vendor Fair 4:15 6:15 PM CFO Panel: Healthcare Finance is there a point where it isn t hectic? Moderator: Joseph Fifer, CPA, FHFMA, President and CEO, Healthcare Financial Management Association Panelists: Colleen M. Blye, Executive Vice President and CFO, Montefiore Medical Center Mark Bogen, CPA, Senior Vice President and CFO, South Nassau Communities Hospital Mike Breslin, CPA, Executive Vice President, CFO and Treasurer, New York-Presbyterian Hospital and Healthcare System Donald Scanlon, CPA, Executive Vice President and CFO, Mount Sinai Health System Vincent Tammaro, CPA, Executive Vice President Financial and CFO, Yale New Haven Health Whether there s another cut to the Medicare or Medicaid program, another compliance issue, issues with collections, increasing insurance denials, credit concerns, shortages of caregivers driving personnel costs, quality issues affecting payments, another audit, demands from physicians and administrators for additional resources, or information technology upgrades there never is a boring day in the life of a Health System CFO. This panel will discuss the daily trials and tribulations of a CFO, how they prioritize, what s important to them and their organization, and how they are able to limit the stress on themselves and the organization s finances. 6:15 7:30 PM Social & Networking Event: President s Reception JOSEPH A. LEVI 59 TH Annual Institute

6 FRIDAY, MARCH 9, :30 8:15 AM Registration and Continental Breakfast Presentation on the benefits of HFMA Membership 8:15 8:30 AM Welcome and Opening Remarks Mario Di Figlia, FHFMA, President-Elect, Metropolitan New York Chapter, HFMA 8:30 9:00 AM National HFMA Update Speaker: Joseph Fifer, CPA, FHFMA, President & CEO, Healthcare Financial Management Association As the nation s healthcare transformation continues, all stakeholders are being challenged to pick up the pace. In this presentation, HFMA President and CEO Joe Fifer will discuss the implications of HFMA s key strategic initiatives, share highlights of our newest research, and offer guidance for success in a rapidly changing environment. 9:00 10:00 AM Motivational Speaker Speaker: J.B. Bernstein, Legendary Sports Marketing Pioneer & Inspiration for the Hit Film, Million Dollar Arm Portrayed by Jon Hamm in the Disney movie, Million Dollar Arm, J.B. Bernstein is one of the most respected marketing experts in the world of sports. A few years ago, inspired by the increasing popularity of reality television in the United States and the global phenomena that NBA player Yao Ming generated, Mr. Bernstein saw an untapped opportunity to change the game. He then traveled to India, motivated to find the first Indian born player in professional baseball history and created a contest that would reward one lucky contestant with $1 million and a chance to play for a professional baseball team in the U.S. 10:00 10:30 AM Networking Break and Vendor Fair 10:30 12:00 PM CEO Panel: Consolidation The Decision Do We, With Who, Why? Moderator: Joseph Fifer, CPA, FHFMA, President and CEO, Healthcare Financial Management Association Panelists: John F. Collins, President and CEO, NYU Winthrop Hospital Kenneth D. Roberts, President, J. T. Mather Memorial Hospital Gary G. Terrinoni, President and CEO, The Brooklyn Hospital Gerard M. Walsh, CEO, Episcopal Health Services Inc The pace of consolidation has reached new heights in the Metro NY Area. Local hospitals have been thrust into the decision making process as to whether to consolidate and, if so, with who. This panel brings together four viewpoints - one from a major Nassau County facility whose strategy took them to partnership with a major NYC provider, a Suffolk County provider who chose to partner with a major Nassau County provider and Brooklyn and Queens providers whose current thoughts are to remain independent. This discussion will be led by Joe Fifer, who will bring national insight to the discussion. 12:00 1:00 PM Networking Lunch Presentation on the benefits of HFMA Certification 1:00 2:00 PM State of the Union Update Healthcare Policy Update Speaker: Richard L. Gundling FHFMA, CMA, Senior Vice President, Healthcare Financial Practices, HFMA This session will focus on the implications of the continued implementation of value-based payment models, changes to regulations related to both health insurance exchange and Medicare Advantage products, and other Medicare reforms.

7 2:00 3:15 PM DSRIP Panel Moderator: Peggy Chan, Director, DSRIP, NYS Department of Health Panelists: Joseph Conte, PhD, Executive Director SI PPS Arthur Gianelli, President, Mt. Sinai St. Luke s Nicole Jordon-Martin, Senior Assistant. Vice President Hub Executive Director, DSRIP OneCity Health Services Joseph Lamantia, Executive Director, Northwell Health Solutions Vice President, Population Health Management, Northwell Health We are in Demonstration Year 3 of the Delivery System Reform Incentive Payment (DSRIP) program, and its design to achieve a 25% reduction in avoidable hospitalizations and to restructure the healthcare delivery system. Where are we? Is your PPS performing as expected? How difficult has it been in achieving these goals? Is the program working as designed? How has the communities and clinicians reacted to this program? Peggy Chan, Director of the DSRIP Program at the Department of Health will pose these questions to this panel of healthcare innovators. 3:15-3:30 PM Closing Remarks and Raffle Drawing (must be present to win) Alex Balko, Chair, Joseph A. Levi 59th Annual Institute JOSEPH A. LEVI 59TH 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 59 TH Annual Institute

8 OFFICERS AND BOARD OF DIRECTORS Chapter Officers President... Maryann J. Regan President-Elect... Mario Di Figlia, FHFMA Vice President...Diane McCarthy, CPA, FHFMA Treasurer...Donna Skura Secretary... Sean P. Smith, CPA Immediate Past President... David Woods Board of Directors Class of 2018 Class of 2019 Martin Abschutz, CPA, CGMA Alex S. Balko Christina Milone, Esq. Christian Borchert, CRCP-I James Petty, FHFMA Catherine Ekbom Shivam Sohan, MPA, HCA, FHFMA James Linhart Andrew R. Weingartner, FHFMA Tracey A. Roland THANK YOU TO OUR CORPORATE SPONSORS! BDO USA, LLP Betz-Mitchell Associates, Inc. Ernst & Young, LLP Experian Health/Passport Jzanus, Ltd. KPMG, LLP Medical Liability Mutual Insurance Platinum Sponsors Miller & Milone, P.C. POM Recoveries, Inc. Price Waterhouse Coopers, LLP Promedical RSM US LLP RTR Financial Services, Inc. Tritech Healthcare Management, LLC Gold Sponsors CBHV - Collection Bureau Hudson Valley, Inc. CBIZ KA Consulting Services, LLC Connance Crowe Horwath LLP Fust Charles Chambers LLP Group J Health/ROI Healthcare Retroactive Audits, Inc. Jzanus Consulting, Inc. Lexmark International, Inc. PhyCare Solutions, Inc. Professional Claims Bureau, Inc. Allscripts Avadyne Computer Credit, Inc Deloitte Services LLP e4 Services, LLC Grassi & Co CPAS McBee MCS Claim Services, Inc. Silver Sponsors MDS Mullooly, Jeffrey, Rooney & Flynn, LLP Nassau Suffolk Hospital Council, Inc Navigant Consulting, Inc. Reimbursement Alliance Group, LLC SCIO Health Analytics Veralon Washington & West, LLC JOSEPH A. LEVI 59 TH Annual Institute