HFMA Summer Conference

Size: px
Start display at page:

Download "HFMA Summer Conference"

Transcription

1 HFMA Summer Conference August 11, 2017 Intermountain Lake Park Facility 4646 Lake Park Blvd Salt Lake City, Utah CPE hours 7:30 8:15 a.m. Continental Breakfast 8:15 8:30 a.m. Opening and Chapter Business 8:30 10:00 a.m. Jeff Johnson (HAWES Group) Improve Self-Pay Collections and Promote Positive Relationships: Best Practices for Clinics and Hospitals 10:00 10:15 a.m. Break 10:15 11:30 a.m. Mark Kostreba (Med A/Rx) People Styles 11:30 12:30 p.m. Michael Hales (Intermountain Healthcare) Government Program Payment Model Changes 12:30 1:15 p.m. Lunch 1:15 2:15 p.m. Michael Crites (Kronos Analytics) Labor Management 2:15 2:30 p.m. Break 2:30 4:00 p.m. Corey Palasota (VMG) Making Sense of Urgent Care

2 Speaker Bios Jeff Johnson, Chief Marketing Officer, Hawes Group Jeff Johnson is a nationally acclaimed motivational trainer, speaker, and facilitator, as well as a veteran in the credit and collections industry. Prior to joining Hawes, Jeff had more than 10 years of experience as manager of client relations for Columbia Ultimate Business Systems, a premier provider of collection and receivable management software. Jeff also served as a director of the International Division of the Franklin Covey Leadership Center in Salt Lake City, Utah, where he worked with many Fortune 500 companies to improve internal processes through pinpoint training. Originally from Colorado, Jeff earned a Bachelor of Science degree in business management with a minor in human resources from Brigham Young University. He is a certified 7-Habits Trainer and has numerous professional memberships, including the Healthcare Financial Management Association (HFMA). Jeff is the Oregon HFMA s past president and serves on the HFMA regional committee.

3 Mark Kostreba, Sr. Vice President of Sales & Marketing, Med A/Rx Mark is Sr. Vice President of Sales & Marketing for Med A/Rx and has over 30 years of experience in healthcare revenue cycle management solutions. He leads a national sales team to deliver RCM services to help clients make end-to-end improvements in the performance of the revenue cycle. Prior to Med A/Rx, Mark was Vice President of Sales for nine years for Medical Reimbursements of American (MRA), a Nashville based healthcare company providing programs to recover maximum reimbursements from accident related patient accounts. In addition, he has served as Director of Healthcare for Team Information Advantage, which delivered document imaging, storage and work flow solutions. Other related experience includes OPTIO Software, an international company providing comprehensive output management, print management and imaging solutions, Fair, Isaac & Company, an advanced analytics company providing predictive modeling and work flow tools, and First Data/Financial Health Services, a national revenue cycle solutions company focused on cash acceleration programs for hospitals. Mark is an advanced member of HFMA and has participated in committees and as a speaker for the Florida, Georgia and South Carolina Chapters. He has also been a speaker at MN HFMA, TAHFA, and AAHAM. Mark is a past board member of AAHAM, Greater Florida Buccaneer Chapter and served as Chapter Excellence Chair for several years.

4 Michael Hales, Senior Planning Consultant for Government Programs, Intermountain Healthcare In this role, Michael advises Intermountain leadership on policy and program issues related to Medicaid, Medicare, Federal Exchange Plans and the Children s Health Insurance Program (CHIP). Prior to joining Intermountain, Michael worked at the Utah Department of Health as a Deputy Director and was the state Medicaid Director for 10 years. In total, Michael worked 18 years for the Department. Michael also worked as a consultant with Princeton Consultants, advising clients in the healthcare and financial services industries. Michael holds a bachelor s degree in Business Management from Brigham Young University and a master s degree in Public Administration, with an emphasis in health care policy, from Harvard University Michael Crites, Workforce Solutions Consultant, Kronos Michael Crites is a Workforce Solutions Consultant on the Healthcare Analytics team at Kronos. He joined Kronos after 11 years at a customer site supporting the time and attendance, scheduling, and analytics applications. His specialty lies in leveraging enterprise-level labor management solutions to improve processes and financial performance

5 Corey Palasota, Director, VMG Health Corey Palasota is a director at VMG Health in the Dallas office. In addition to providing valuation and transaction advisory services, Mr. Palasota is also involved in the firm s proprietary research and management consulting initiatives. Mr. Palasota s valuation and consulting experience spans numerous sub-industries within healthcare including the valuation of complex multi-billion dollar enterprises. Since joining VMG, he has been involved in over 300 transactions comprised of acute-care hospitals, ambulatory surgery centers, diagnostic imaging centers, urgent care centers, freestanding emergency rooms, physician practices, diagnostic laboratories, inpatient rehabilitation facilities, long-term acute care hospitals, home health agencies, management companies, and assisted living facilities amongst various other healthcare entities. Prior to VMG Health, Mr. Palasota was an analyst at a hedge fund where he performed valuation and due diligence on the firm s concentrated investments. Mr. Palasota received a Bachelor of Business Administration in Finance and Business Honors from The University of Texas at Austin. He has obtained the Chartered Financial Analyst designation from the CFA Institute and has also published numerous articles regarding valuation complexities within the healthcare industry.

6 HFMA Summer Conference August 11, 2017 Intermountain Lake Park Facility 4646 Lake Park Blvd Salt Lake City, Utah CPE hours Members: $75 Non-Members: $100 Students: Free Register online at If mailing payment, fill out the registration form below, make checks payable to HFMA and mail to: Salt Lake Regional Medical Center ATTN: Brian Ebright, Administration 1050 East South Temple Salt Lake City, UT Persons Attending Conference: Phone: Phone:

HFMA January CFO Forum

HFMA January CFO Forum HFMA January CFO Forum January 26, 2018 St. Mark s Hospital Education Auditorium 1200 E. 3900 S. Salt Lake City, Utah 7.0 CPE hours 7:30 8:00 a.m. Continental Breakfast 8:00 8:15 a.m. Opening and Chapter

More information

HFMA January CFO Forum

HFMA January CFO Forum HFMA January CFO Forum January 26, 2018 St. Mark s Hospital Education Auditorium 1200 E. 3900 S. Salt Lake City, Utah 7.0 CPE hours 7:30 8:00 a.m. Continental Breakfast 8:00 8:15 a.m. Opening and Chapter

More information

HFMA January CEO Forum

HFMA January CEO Forum HFMA January CEO Forum January 20th, 2017 St. Mark s Hospital Education Auditorium 1200 E. 3900 S. Salt Lake City, Utah 7.0 CPE hours 7:30 8:00 a.m. Continental Breakfast 8:00 8:15 a.m. Opening and Chapter

More information

Health Care Expert Panel Bios

Health Care Expert Panel Bios Health Care Expert Panel Bios Norman C. Mosrie (Chair) Norman is a partner with DHG Healthcare in the Charleston, WV office. His over 30 years of experience includes providing a wide variety of audit and

More information

QI Comes of Age: Health Reform Accelerates

QI Comes of Age: Health Reform Accelerates 12 th Annual ATP Alumni Conference QI Comes of Age: Health Reform Accelerates February 15-17, 2017 At Newpark Resort in Park City, Utah 2009 ATP Alumni Conference. February 10-12, 2010, Newpark Resort,

More information

Provider Executive Panel & Payer Perspectives on the Affordable Care Act

Provider Executive Panel & Payer Perspectives on the Affordable Care Act The Healthcare Financial Management Association of Western New York is pleased to present the following education session: Provider Executive Panel & Payer Perspectives on the Affordable Care Act 3.0 Hours

More information

MANAGING DIRECTOR 360 MADISON AVENUE NEW YORK, NY

MANAGING DIRECTOR 360 MADISON AVENUE NEW YORK, NY Matthew Goldreich MANAGING DIRECTOR MGOLDREICH@CAINBROTHERS.COM 360 MADISON AVENUE NEW YORK, NY 10017 212.981.6946 Matt joined Cain Brothers in 1995 and is one of the longest tenured bankers at the firm.

More information

Raymond A. Snead, Jr., D. Sc., FHFMA, FACHE

Raymond A. Snead, Jr., D. Sc., FHFMA, FACHE Doctor of Healthcare Administration and currently practicing CFO whose thirty-five-year career includes serving as the President, Executive Vice President and Chief Financial Officer of for profit and

More information

Final Pitch Competition PROGRAM GUIDE. Wednesday, March 2, 2016 at HIMSS16 VENETIAN - PALAZZO - SANDS EXPO CENTER LEVEL 3 - LIDO 3104 LAS VEGAS, NV

Final Pitch Competition PROGRAM GUIDE. Wednesday, March 2, 2016 at HIMSS16 VENETIAN - PALAZZO - SANDS EXPO CENTER LEVEL 3 - LIDO 3104 LAS VEGAS, NV Final Pitch Competition PROGRAM GUIDE Wednesday, March 2, 2016 at HIMSS16 VENETIAN - PALAZZO - SANDS EXPO CENTER LEVEL 3 - LIDO 3104 LAS VEGAS, NV #HITVenture #HIMSS16 1 Presented by: WEDNESDAY, MARCH

More information

NEWSLETTER. The President s Message. Upcoming Educational Programs. Date Program Location. May Spring Joint Conference St. Louis Harrah s Casino

NEWSLETTER. The President s Message. Upcoming Educational Programs. Date Program Location. May Spring Joint Conference St. Louis Harrah s Casino W I N T E R 2 0 1 1 / 2 0 1 2 NEWSLETTER The President s Message I N S I D E T H I S I S S U E : President s Message 1 Election Results 2 Region 8 3 Connection Conference 4 Preview New Members 4 Kory Stout

More information

The Tribeca Group at Morgan Stanley Smith Barney

The Tribeca Group at Morgan Stanley Smith Barney The Tribeca Group at Morgan Stanley Smith Barney November, 2011 Morgan Stanley Smith Barney LLC One Penn Plaza, 43rd Floor New York, NY 10119 212-643-5713 Scott McCoy Director Portfolio Manager Yunjin

More information

W. Kenneth Davis, Jr.

W. Kenneth Davis, Jr. W. Kenneth Davis, Jr. Partner ken.davis@kattenlaw.com Chicago p +1.312.902.5573 Practices Mergers and Acquisitions Corporate Private Equity Independent Sponsors Industries FOCUS: Health Care Clinical Integration

More information

Expert Panel. Moderator. Global Managing Partner, Supply Chain & Operations Officers Practice. Senior Manager, Payment Solutions Operations.

Expert Panel. Moderator. Global Managing Partner, Supply Chain & Operations Officers Practice. Senior Manager, Payment Solutions Operations. Expert Panel Brad Berke Manisha Dhakad Marc Hochman Heidrick & Struggles Global Managing Partner, Supply Chain & Operations Officers Practice Google Senior Manager, Payment Solutions Operations A.T. Kearney

More information

HEALTHCARE ADVISORY SERVICES

HEALTHCARE ADVISORY SERVICES HEALTHCARE ADVISORY SERVICES Building Value In Healthcare Real Estate HEALTHCARE ADVISORY SERVICES TRANSWESTERN REAL ESTATE SERVICES DEDICATED TO HEALTHCARE Transwestern s Healthcare Advisory Services

More information

261 Gorham Road South Portland, ME Company Profile

261 Gorham Road South Portland, ME Company Profile Company Profile Preservation Management, Inc. (PMI) has been providing comprehensive residential and commercial property management services since 1990. Over the last two decades PMI has grown to manage

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 11, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

Orange County Employees Retirement System Big Picture MACRO ECONOMIC OUTLOOK FORUM

Orange County Employees Retirement System Big Picture MACRO ECONOMIC OUTLOOK FORUM Orange County Employees Retirement System 2013 Big Picture MACRO ECONOMIC OUTLOOK FORUM Marriott Hotel & Resorts 18000 Von Karman Avenue Irvine, CA 92612 (949) 553-0100 Wednesday, January 30, 2013 Program

More information

The Apollo Group at Morgan Stanley

The Apollo Group at Morgan Stanley The Apollo Group at Morgan Stanley A wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. Private Wealth Management: The

More information

Denver H. Travis, Ph.D., CFA

Denver H. Travis, Ph.D., CFA Department of Finance Updated: April 2017 Erivan K. Haub School of Business Phone: 610.660.1670 Saint Joseph s University E-Mail: denver.travis@sju.edu 5600 City Avenue SSRN: http://ssrn.com/author=2271786

More information

THE INSTITUTIONAL COST REPORT (ICR) SEMINAR

THE INSTITUTIONAL COST REPORT (ICR) SEMINAR THE INSTITUTIONAL COST REPORT (ICR) SEMINAR Monday, march 26, 2018 Registration: 8:00 AM Program: 8:30 AM to 4:30 PM SPECIALIZED KNOWLEDGE AND APPLICATIONS RELATED TO SPECIALIZED INDUSTRIES NEW LOCATION

More information

Purvi B. Maniar Member of the Firm

Purvi B. Maniar Member of the Firm Purvi B. Maniar Member of the Firm New York 250 Park Avenue New York, New York 10177 Tel: 212-351-3757 Fax: 212-878-8600 St. Louis Tel: 314-395-2775 pmaniar@ebglaw.com PURVI B. MANIAR is a Member of the

More information

M&A Update 1H Proven. Focused. Trusted. Accounts Receivable Management Healthcare IT Revenue Cycle Management

M&A Update 1H Proven. Focused. Trusted. Accounts Receivable Management Healthcare IT Revenue Cycle Management M&A Update 1H 2017 Accounts Receivable Management Healthcare IT Revenue Cycle Management Proven. Focused. Trusted. 301-576-4000 www.greenberg-advisors.com Proven. Focused. Trusted Revenue Cycle Management

More information

Infrastructure Funding Panel

Infrastructure Funding Panel FINANCIAL FORUM 2017 Infrastructure Funding Panel March 30, 2017 Marvin Shaffer & Associates (MSA) Department of Finance Canada Ministère des Finances Canada 2 INFRASTRUCTURE FUNDING PANEL Introduction

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 17, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

Spencer McGowan. McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201

Spencer McGowan. McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201 Item 1: Cover Page for Part 2B of Form ADV: Brochure Supplement March 2014 Spencer McGowan McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201 Firm Contact: Bobby D. Boyce,

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

Understanding the Basics of the Examination Process (B2BC) Tuesday, May 16 11:15 a.m. 12:15 p.m.

Understanding the Basics of the Examination Process (B2BC) Tuesday, May 16 11:15 a.m. 12:15 p.m. Understanding the Basics of the Examination Process (B2BC) Tuesday, May 16 11:15 a.m. 12:15 p.m. This Back to Basics Compliance session focuses on what you can expect during a FINRA cycle examination.

More information

MHS Holdings, Inc. An ESOP Success Story

MHS Holdings, Inc. An ESOP Success Story MHS Holdings, Inc. An ESOP Success Story September 21, 2017 Presented by: Brian Johnson, CFO, MHS Holdings, Inc. Kyle Wishing, Material Handling Systems Presentation Overview Introduction Overview of MHS

More information

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial Dean A. Connor President & Chief Executive Officer, Sun Life Financial Dean A. Connor was appointed President & Chief Executive Officer, Sun Life Financial on December 1, 2011, and is a member of the company

More information

Conference Agenda Arkansas Chapter of the Association of Certified Fraud Examiners

Conference Agenda Arkansas Chapter of the Association of Certified Fraud Examiners Conference Agenda Arkansas Chapter of the Association of Certified Fraud Examiners 7:30 8:00AM Registration Thursday, July 28, 2016 8:00-9:40AM Gwen Moritz, Editor, Arkansas Business Arkansas Greed Part

More information

Headline Verdana Bold

Headline Verdana Bold Headline Verdana Bold Deloitte s Real Estate & Construction Industry Update Optimizing opportunity in an ever-changing environment Miami, November 9 Speaker biographies Welcome to Deloitte s 2017 Real

More information

"providing the full spectrum of healthcare consulting" 109 International Drive, Suite 140 / 150. Franklin, Tennessee Office:

providing the full spectrum of healthcare consulting 109 International Drive, Suite 140 / 150. Franklin, Tennessee Office: "providing the full spectrum of healthcare consulting" 109 International Drive, Suite 140 / 150 Franklin, Tennessee 37067 Office: 615.778.4650 www.spectrumhpllc.com ABOUT US ( SHP ) is a financial advisory

More information

August 31, Dear Medical Staff Professional,

August 31, Dear Medical Staff Professional, August 31, 2012 Dear Medical Staff Professional, You are invited to attend the Wyoming Association of Medical Staff Services (WyAMSS) Fall Education Conference on Wednesday, September 26 and Thursday,

More information

DaVita HealthCare Partners Inc. (DVA) - Pharmaceuticals & Healthcare - Deals and Alliances Profile

DaVita HealthCare Partners Inc. (DVA) - Pharmaceuticals & Healthcare - Deals and Alliances Profile DaVita HealthCare Partners Inc. (DVA) - Pharmaceuticals & Healthcare - Deals and Alliances Profile DaVita HealthCare Partners Inc. (DVA) - Pharmaceuticals & Healthcare - Deals and Alliances Profile Sector

More information

Our Mission. About Morgan Stanley Wealth Management

Our Mission. About Morgan Stanley Wealth Management Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,

More information

Enjoy. Allan Koltin, CPA

Enjoy. Allan Koltin, CPA Presented by the Management of an Accounting Practice Section of the Georgia Society of CPAs CPA Firm Practice Management Conference 2007 Sunday, November 11 - Monday, November 12 Brasstown Valley Resort,

More information

LISA TILTON-McCARTHY

LISA TILTON-McCARTHY LISA TILTON-McCARTHY Lisa Tilton-McCarthy received a B.A. in English from Texas A&M University in College Station and graduated summa cum laude from South Texas College of Law in Houston. She was Editor-in-Chief

More information

Institute of Internal Auditors Northwest Florida Chapter Audit Trails NOVEMBER 2015

Institute of Internal Auditors Northwest Florida Chapter Audit Trails NOVEMBER 2015 Institute of Internal Auditors Northwest Florida Chapter Audit Trails NOVEMBER 2015 Student Night at UWF A Great Success The annual IIA/ACFE Student Night at UWF was held on November 2. With about 50 people

More information

Our Team Advisory Personnel

Our Team Advisory Personnel Our Team Advisory Personnel Brochure Supplement Douglas A. Neimann President and Chief Investment Officer Eric L. Pirkl Investment Manager Deborah D. Weiss Managing Director, Okabena Advisors Thomas B.

More information

The Governance. for Small-and Medium-Sized. Leaders from Alberta for the World

The Governance. for Small-and Medium-Sized. Leaders from Alberta for the World The Governance Program for Small-and Medium-Sized Enterprises Leaders from Alberta for the World Organizations reap many rewards from their governing boards - an agile response to the economy, a watchful

More information

VIRGINIA JAYCEES STATE MEETING WORKING DOCUMENT

VIRGINIA JAYCEES STATE MEETING WORKING DOCUMENT VIRGINIA JAYCEES STATE MEETING WORKING DOCUMENT February 14-17,2019 Holiday Inn 21st Street, Virginia Beach, Virginia FRIDAY 6:00pm 8:00pm CONFERENCE REGISTRATION 6:30pm JCI Senate/Life Member Association

More information

President and Chief Executive Officer and Director

President and Chief Executive Officer and Director Jeffrey P. Freimark 07/2008 to Present Miami Jewish Health Systems, Inc. A not-for-profit organization that is the largest and most innovative provider of health care for seniors in the Southeast. Miami

More information

CONFE R E NC E AG E NDA

CONFE R E NC E AG E NDA CONFE R E NC E AG E NDA A DVA MED PAYMENT POL ICY As the reimbursement and coverage landscapes for the medical technology industry are continuously changing, s 4th Annual Payment Policy Conference will

More information

Join us for many exciting events coming up at The City Club...

Join us for many exciting events coming up at The City Club... Page 1 of 5 March 31st, 2014 Join us for many exciting events coming up at The City Club... April 9th, Elizabeth Allen, Federal Express, Company Update April 16th, Joe Miskel, F-Squared April 23rd, Joe

More information

Smith A. Brownlie III, CPA

Smith A. Brownlie III, CPA Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to

More information

SPEAKERS A S H A B A N G A L O R E

SPEAKERS A S H A B A N G A L O R E SPEAKERS ASHA BANGALORE Vice President Economist Asha has been an economist with Northern Trust since 1994. Prior to joining Northern Trust, she was a consultant to savings and loan institutions and commercial

More information

ISM Utah Candidate Bios

ISM Utah Candidate Bios ISM Utah Candidate Bios Vice President Tom Short Thomas Short earned a B.A. degree in Political Science at the University of Utah and an MBA at University of Phoenix. Tom began his Supply Chain Management

More information

ROSE GARDEN MEDICAL PLAZA University Blvd., Jacksonville, FL 32216

ROSE GARDEN MEDICAL PLAZA University Blvd., Jacksonville, FL 32216 AVAILABLE SF: LEASE RATE: FREE BASE RENT LOT SIZE: 4,685 SF $18.00 SF/Yr (NNN) 1 Month Per Lease Year 1.0 Acres PROPERTY OVERVIEW Beautifully upgraded single story medical office building near Memorial

More information

JD Hickey, M.D. President and Chief Executive Officer

JD Hickey, M.D. President and Chief Executive Officer COMPANY LEADERSHIP BlueCross BlueShield of Tennessee, Inc., an Independent Licensee of the Blue Cross and Blue Shield Association The BlueCross and BlueShield Associationis an association of independent

More information

Backgrounder... 2 Services... 3 Executive Bios... 4 Fact Sheet... 7

Backgrounder... 2 Services... 3 Executive Bios... 4 Fact Sheet... 7 Media Kit Backgrounder... 2 Services... 3 Executive Bios... 4 Fact Sheet... 7 Backgrounder Established in 2013 by co-founders David Murvin and David Strauss, PetWell Partners is a privately funded organization

More information

B i o g r a p h y Steven M. Egna Steven M. Egna

B i o g r a p h y Steven M. Egna Steven M. Egna B i o g r a p h y Steven M. Egna CBA, CVA, ABAR, CM&AA Valuation Resource Group, LLC 75 Troy Road East Greenbush, New York 12061 P: (518) 479-1008 E: segna@valuationresource.com Steven M. Egna is a Certified

More information

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million NEWSTONE CAPITAL PARTNERS, LLC invests in mezzanine securities of larger middle-market companies involved in leveraged buyouts, recapitalizations, and later-stage growth financings. For the last 20 years,

More information

EJ JANIK Principal

EJ JANIK Principal Principal, Ryan, Dallas office Specializes in providing damage and economic analysis in complex business litigation, construction, and insurance matters including expert testimony. EJ JANIK Principal ej.janik@ryan.com

More information

Allegheny County Bar Association. Institute for Gender Equality. presents. Decision Makers Series

Allegheny County Bar Association. Institute for Gender Equality. presents. Decision Makers Series Allegheny County Bar Association Institute for Gender Equality presents Decision Makers Series The Allegheny County Bar Association Institute for Gender Equality was founded as a tool to aid in the enhancement

More information

TRANSLATIONAL SCIENCE

TRANSLATIONAL SCIENCE TRANSLATIONAL SCIENCE A Discussion of Best Practices and Unique Models Wednesday January 31, 2018 at The NYSCF Research Institute HRA TRI-STATE REGIONAL MEETING 31 Wednesday January, 2018 AGENDA 8:30 AM

More information

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million NEWSTONE CAPITAL PARTNERS, LLC invests in mezzanine securities of larger middle-market companies involved in leveraged buyouts, recapitalizations, and later-stage growth financings. For the last 20 years,

More information

Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011

Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011 Item 1- Cover Page Michael J. Steppe William H. Bergner Lora J. Olenchek Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI 53005 262-785-6751 July 29, 2011 This Brochure

More information

Presented by the Texas Gulf Coast Chapter. Norris Conference Center Houston/CityCentre Thursday, April 12, :00am-6:00pm

Presented by the Texas Gulf Coast Chapter. Norris Conference Center Houston/CityCentre Thursday, April 12, :00am-6:00pm Norris Conference Center Houston/CityCentre Thursday, April 12, 2012 8:00am-6:00pm Dear Friend, In 2011 approximately 150 professionals from the Houston LEED Facts area gathered to hear specially selected

More information

Viking Advisory Group. Company Presentation September 2011

Viking Advisory Group. Company Presentation September 2011 Viking Advisory Group Company Presentation September 2011 Viking Advisory Group Mission To offer value added, high quality services within the disciplines of financial management, accounting, legal, insurance,

More information

Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC

Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Morning Workshop - 8:30 am - 11:30am (3 CPE) Presenter/Speaker David Kahan, Senior Manager, Ernst &

More information

JOHN JACK R. TUPMAN, JR CURRICULUM VITAE

JOHN JACK R. TUPMAN, JR CURRICULUM VITAE JOHN JACK R. TUPMAN, JR CURRICULUM VITAE September 2018 John R. Tupman, Jr. is a consultant focused on business development and licensing in the life sciences industry. He is currently working as a consultant

More information

Conference Speakers. Bo Armstrong, DataPath, Director of Marketing

Conference Speakers. Bo Armstrong, DataPath, Director of Marketing Conference Speakers Bo Armstrong, DataPath, Director of Marketing Bo Armstrong leads all marketing initiatives for DataPath and its subsidiaries. He joined DataPath in 2015 and has over 15 years of marketing

More information

Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m.

Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m. Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m. This session focuses on FINRA and MSRB mark-up disclosure requirements. Panelists discuss securities covered by the new rule,

More information

Vistage executive team

Vistage executive team Vistage executive team Leon Shapiro, Chief Executive Officer Leon was named CEO of Vistage effective March 31, 2013. He is also a Director at The Advisory Board Company (NASDAQ: ABCO) and etouches Inc.

More information

Jack Hill, Executive Vice President & Partner of Accountable Care Solutions Group, LLC

Jack Hill, Executive Vice President & Partner of Accountable Care Solutions Group, LLC Larry Dust, Chief Executive Officer Wallace T. Gray, Vice President and General Counsel Bradley P. Ray, Vice President and Chief Financial Officer Patrick Cohen, Chief Operating Officer Brad Wilson, CIO,

More information

AMERICAN SOCIETY OF APPRAISERS PHILADELPHIA CHAPTER 2015 BUSINESS VALUATION SEMINAR. Venue: DoubleTree Suites by Hilton Hotel, Plymouth Meeting, PA

AMERICAN SOCIETY OF APPRAISERS PHILADELPHIA CHAPTER 2015 BUSINESS VALUATION SEMINAR. Venue: DoubleTree Suites by Hilton Hotel, Plymouth Meeting, PA AMERICAN SOCIETY OF APPRAISERS PHILADELPHIA CHAPTER Date: Friday, April 24, 2015 2015 BUSINESS VALUATION SEMINAR Venue: DoubleTree Suites by Hilton Hotel, Plymouth Meeting, PA Program: The program features

More information

FEBRUARY 9-11, Beyond the Basics

FEBRUARY 9-11, Beyond the Basics FEBRUARY 9-11, 2018 Beyond the Basics On behalf of the students, staff, and faculty here in the Edward P. Fitts Department of Industrial and Systems Engineering at NC State, I would like to welcome you

More information

2017 Entrepreneurial Summit

2017 Entrepreneurial Summit 2017 Entrepreneurial Summit Las Vegas, Nevada September 25-27, 2017 Building a Bigger, Brighter Future AFG Brokerage Welcomes You to the 2017 Entrepreneur Summit At AFG Brokerage our Purpose is to: Make

More information

Smith A. Brownlie III, CPA

Smith A. Brownlie III, CPA Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to

More information

MOODY S CORPORATION (Exact Name of Registrant as Specified in Charter)

MOODY S CORPORATION (Exact Name of Registrant as Specified in Charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event

More information

Effective Processes for Suspicious Activity Monitoring and Investigations (AML Track) Tuesday, May 22 3:00 p.m. 4:00 p.m.

Effective Processes for Suspicious Activity Monitoring and Investigations (AML Track) Tuesday, May 22 3:00 p.m. 4:00 p.m. Effective Processes for Suspicious Activity Monitoring and Investigations (AML Track) Tuesday, May 22 3:00 p.m. 4:00 p.m. Join FINRA staff and industry practitioners as they discuss effective processes

More information

NIRI Virtual Chapter. PROGRAM II September 19, Impact of Private Equity Investors in the Public Markets

NIRI Virtual Chapter. PROGRAM II September 19, Impact of Private Equity Investors in the Public Markets NIRI Virtual Chapter PROGRAM II September 19, 2007 Impact of Private Equity Investors in the Public Markets Moderator Steve Calk Steve Calk is a Vice President of Ashton Partners Boston office and is focused

More information

Friday, October 19, 2018

Friday, October 19, 2018 INTERNAL BANK AUDITORS ASSOCIATION OF WESTERN PENNSYLVANIA 2 nd Annual Training Day Friday, October 19, 2018 Regulatory Hot Topics and Compliance Updates Accounting Updates and Liquidity Risk Management

More information

10:15 am 11:15 am The Role of the Investment Portfolio in Managing Interest Rate Risk

10:15 am 11:15 am The Role of the Investment Portfolio in Managing Interest Rate Risk You are invited to the 2015 NDBA Bank Management & Legislative Dinner. We expect over 100 bankers to attend this important event and I sincerely hope to see you there. This year s conference will address

More information

Master Class : Excellence in Private Equity & Deal Structuring

Master Class : Excellence in Private Equity & Deal Structuring Master Class : Excellence in Private Equity & Deal Structuring Program Description: A strong understanding of private equity and deal structuring has become a necessity for all players in the financial

More information

Palm Springs. Hot Topics In February 20-24, MACRA and MIPS Alternative Payment Models Out of Network (OON) and Balance Billing

Palm Springs. Hot Topics In February 20-24, MACRA and MIPS Alternative Payment Models Out of Network (OON) and Balance Billing Register before January 20 and save $100 * with promo code: PALM Palm Springs February 20-24, 2017 Hot Topics In 2017 MACRA and MIPS Alternative Payment Models Out of Network (OON) and Balance Billing

More information

Management Bios. Michael P. Norcio, Chairman and CEO

Management Bios. Michael P. Norcio, Chairman and CEO Michael P. Norcio, Chairman and CEO Michael P. Norcio is the Chairman and Chief Executive Officer of MAR, Incorporated (MAR), headquartered in Rockville, Maryland. MAR, Incorporated is a professional services

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 10, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

Fixed Income Sales and Trading: Current Issues Tuesday, May 22 11:15 a.m. 12:15 p.m.

Fixed Income Sales and Trading: Current Issues Tuesday, May 22 11:15 a.m. 12:15 p.m. Fixed Income Sales and Trading: Current Issues Tuesday, May 22 11:15 a.m. 12:15 p.m. This session discusses the current trends in, and their potential implications for, the fixed income markets and how

More information

Candidate Profile Form District Committee Election Joel Glasco

Candidate Profile Form District Committee Election Joel Glasco Candidate Profile Form District Committee Election Joel Glasco Candidate Name: Title: Managing Director - Market Manager Firm: Wells Fargo Adviso Candidate Biography and Personal Statement Candidate Biography

More information

HARRY M. DOMBROSKI PROFILE PROFESSIONAL EXPERIENCE

HARRY M. DOMBROSKI PROFILE PROFESSIONAL EXPERIENCE HARRY M. DOMBROSKI PROFILE A visionary leader who consistently achieves exceptional results by seeing the big picture through research and analysis, setting clear goals and enabling the teams he leads

More information

The CFA Society of Austin Presents 2010 Annual Forecast Dinner CURRENCIES, COMMODITIES, & EMERGING MARKETS

The CFA Society of Austin Presents 2010 Annual Forecast Dinner CURRENCIES, COMMODITIES, & EMERGING MARKETS The CFA Society of Austin Presents 2010 Annual Forecast Dinner CURRENCIES, COMMODITIES, & EMERGING MARKETS Thursday, January 28, 2010 Michael Santoli MODERATOR Associate Editor and Columnist, Barron s

More information

Current State of Physician - System - Corporate Joint Ventures

Current State of Physician - System - Corporate Joint Ventures University of Wisconsin-Madison From the SelectedWorks of Vikas Singh May, 2007 Current State of Physician - System - Corporate Joint Ventures Vikas Singh, University of Arkansas for Medical Sciences Available

More information

W e C r e a t e V a l u e. Corporate Profile. Innovation : Integrity : Relationships : People

W e C r e a t e V a l u e. Corporate Profile. Innovation : Integrity : Relationships : People W e C r e a t e V a l u e Corporate Profile Innovation : Integrity : Relationships : People About Us Liege Capital is the leading boutique investment bank in Sri Lanka backed by a team of multi disciplinary

More information

Overview of Venture Equity

Overview of Venture Equity Overview of Venture Equity SVB Analytics Report 2017 Written by SVB Analytics: Steve Liu Managing Director sliu@svb.com Sean Lawson Senior Manager slawson2@svb.com Steven Pipp Senior Associate spipp@svb.com

More information

Supplement to Form ADV Part 2 Form ADV Part 2B

Supplement to Form ADV Part 2 Form ADV Part 2B Item 1- Cover Page Supplement to Form ADV Part 2 Form ADV Part 2B (for each of the Supervised Persons Listed in Item 2 below) Lazard Wealth Management LLC 30 Rockefeller Plaza New York, New York 10112

More information

OSF PHYSICIAN LEADERSHIP ACADEMY. Leading Teams to Excellent Clinical Outcomes in an Accountable Care Organization TUESDAY, NOVEMBER 8

OSF PHYSICIAN LEADERSHIP ACADEMY. Leading Teams to Excellent Clinical Outcomes in an Accountable Care Organization TUESDAY, NOVEMBER 8 OSF PHYSICIAN LEADERSHIP ACADEMY 3 RD ANNUAL CONFERENCE Leading Teams to Excellent Clinical Outcomes in an Accountable Care Organization TUESDAY, NOVEMBER 8 or WEDNESDAY, NOVEMBER 9 8:30 a.m. - 4 p.m.

More information

Discovery: From Concept to the Patient - The Business of Medical Discovery. Todd Sherer, Ph.D.

Discovery: From Concept to the Patient - The Business of Medical Discovery. Todd Sherer, Ph.D. Discovery: From Concept to the Patient - The Business of Medical Discovery Todd Sherer, Ph.D. Associate Vice President for Research and Director of OTT President Elect, Association of University Technology

More information

The Clark McKinney Tramontana Group at Morgan Stanley. Smart Solutions. Lasting Relationships.

The Clark McKinney Tramontana Group at Morgan Stanley. Smart Solutions. Lasting Relationships. The Clark McKinney Tramontana Group at Morgan Stanley Smart Solutions. Lasting Relationships. Some Things Are Meant to Last We believe something as important as wealth management should be a positive,

More information

The Princi Group at Morgan Stanley

The Princi Group at Morgan Stanley The Princi Group at Morgan Stanley 53 State Street 39th Floor, Boston, MA 02109 617-589-3229 / MAIN 617-830-9782 / FAX www.morganstanleyfa.com/ theprincigroup peter.b.princi@morganstanley.com Our practice

More information

THE MERCHANT SOLAR PATH: Increasing Regulatory Certainty for the Settlement of PV Generation Resources in the ERCOT Market

THE MERCHANT SOLAR PATH: Increasing Regulatory Certainty for the Settlement of PV Generation Resources in the ERCOT Market THE UNIVERSITY OF TEXAS SCHOOL OF LAW Presented: RENEWABLE ENERGY LAW January 28-29, 2014 Austin, Texas THE MERCHANT SOLAR PATH: Increasing Regulatory Certainty for the Settlement of PV Generation Resources

More information

direct Assistant: Jeanne Tomazin

direct Assistant: Jeanne Tomazin BRIAN R. BROWDER Partner, Immediate Past Chair, Healthcare Department 615.850.8636 direct brian.browder@wallerlaw.com Assistant: Jeanne Tomazin 615.850.8557 jeanne.tomazin@wallerlaw.com Nashville City

More information

Board of Directors Sacramento Chapter ASTD 2012

Board of Directors Sacramento Chapter ASTD 2012 Tyler Wade President 2012 (916) 607-1976 tyler.wade@ppldev.com Tyler is looking forward to 2012 and another successful year of growth and engaging professional programs for the Sacramento Chapter of the

More information

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional

More information

CONFERENCE & BANQUET

CONFERENCE & BANQUET KEYNOTE SPEAKERS MIDWEST BUSINESS BROKERS AND INTERMEDIARIES BRUCE WERNER SENIOR EXECUTIVE, WITH A VARIETY OF SENIOR MANAGEMENT POSITIONS AT WERNER HOLDING CO. DENNIS KESSLER FORMER CO-PRESIDENT OF FEL-PRO,

More information

Investing in Germany. Roadshow Asia 2012 Hong Kong. Achieving more together. In cooperation with:

Investing in Germany. Roadshow Asia 2012 Hong Kong. Achieving more together. In cooperation with: Investing in Germany Roadshow Asia 2012 Hong Kong In cooperation with: Achieving more together Commerzbank Corporate Finance cordially invites you to attend our Investing in Germany Roadshow Asia 2012

More information

Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES

Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES Rebecca L. Burke joined American Beacon Advisors in November 2016 as a vice president, National ETF Sales. Ms. Burke works in partnership with the American

More information

September 18, 2017 Special Called Meeting of the U. T. System Board of Regents - Meeting of the Board

September 18, 2017 Special Called Meeting of the U. T. System Board of Regents - Meeting of the Board AGENDA SPECIAL CALLED TELEPHONE MEETING of THE UNIVERSITY OF TEXAS SYSTEM BOARD OF REGENTS September 18, 2017 Austin, Texas Page CONVENE THE BOARD IN OPEN SESSION TO RECESS TO EXECUTIVE SESSION PURSUANT

More information

Community Bankers Association of Oklahoma A Passion to Keep You Competitive!

Community Bankers Association of Oklahoma A Passion to Keep You Competitive! February 8-10 Harvey s Resort South Lake Tahoe, NV Community Bankers Association of Oklahoma A Passion to Keep You Competitive! 2012 CBAO Winter Leadership Conference Agenda Wednesday, February 8 Travel

More information

Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for

Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for the Cleveland Clinic Foundation, as Vice President

More information