mid-south institute 2017 education. interaction....

1 | 2017 Mid-South Institute

Mid-South Inst i tute 2017

Education. Interaction. Action.– January 25-27, 2017 –

16THANNUAL


•ARSCollections

•BKDLLP

•BolderHealthcareSolutions

•ExperianHealth

•FranklinCollectionService,Inc.

•Frost-ArnettCompany

•HCFS,Inc.

•HorneLLP

•MedicalInformationTechnology,Inc.

•MSCB,Inc.

•NetRevenueAssociates

•Parallon

•PatientMatters

•PaymentSavvyLLC

•ProfessionalCreditManagement,Inc.

•RelayHealthFinancial

•RevClaims

•TruBridge

•XtendHealthcare,ANavientCompany

CONFERENCE EXHIBITING SPONSORS

ConferenceExhibitingSponsors.....................2

EducationalCreditsInfo..................................3

CommitteeMembers.......................................3

ScheduleAtAGlance......................................4-5

EventDetails&Descriptions...........................6-16

RegistrationDetails.........................................18

Accommodations&Policies............................19

TABLE OF CONTENTS


EDUCATIONAL CREDITSArkansas Chapter HFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Arkansas Chapter HFMA is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. (Sponsor number 009840)

Prerequisites and advance preparation are not required unless otherwise indicated.A maximum of 15 CPE credits is available. All courses are instruction method GROUP LIVE.

Mark Hartman Arkansas Chapter Spectrum Health Partners

David Butler Mississippi Chapter Horne LLP

Mike Phillips Tennessee Chapter CBC

Lynann Papan Arkansas Chapter Complete Care

Charla Rowley Mississippi Chapter Southwest MS Regional Medical Center

John Bone Tennessee Chapter Revenue Recovery Corporation

Julie Carpenter Arkansas Chapter Baptist Health - Little Rock

Lexie Fuller Mississippi Chapter Rush Foundation Hospital

Guice Smith Tennessee Chapter Stanton Chase

Brian Fowler President, Arkansas Chapter Arkansas Surgical Hospital

Jim Waddlington President, Mississippi Chapter Horne LLP

Carmen Voelz President, Tennessee Chapter Accordias

Tami Hill Arkansas Chapter Mid-South Institute Event Coordinator

Brad Adams Tennessee Chapter Vanderbilt University Medical Center Webmaster

Brent Beaulieu Arkansas Chapter Baptist Health - Little Rock CPE Coordinator

MID-SOUTH INSTITUTE 2017 COMMITTEE


2 0 1 7 M I D - S O U T H I N S T I T U T E

SCHEDULE AT A GLANCE

Wednesday, January 25TIME EVENT ROOM TOPIC SPEAKER COURSE

NO. &CPE TYPE

11:00 am - 5:00 pm Registration - Conference Foyer 2nd Floor

1:00 - 4:00 pm Exhibit Setup - Ballroom A, B, C, D & Conference Foyer

1:00 - 2:00 pm General Session MagnoliaThe Electronic Healthcare Record-Past, Present & Perhaps the Future

Robert H. Leviton TS1701

SK

2:00 - 2:15 pm Refreshment Break - Registration Desk/Conference Foyer

2:15 - 3:30 pm General Session MagnoliaSecurity Matters - Don’t Become Tomorrow’s Headlines

Mike SkinnerTS1702

SK

3:30 - 3:45 pm Refreshment Break - Registration Desk/Conference Foyer

3:45 - 5:00 General Session Magnolia A More Natural Way to Lead in 2017 Jones LoflinTS1703

SK

5:00 - 6:00 pm Board Meetings Tennessee - Natchez Mississippi - Board Room Arkansas - Memphis

6:00 - 7:30 pm Opening Reception with Exhibitors - Ballroom A, B, C, D & Conference Foyer

Thursday, January 26TIME EVENT ROOM TOPIC SPEAKER COURSE

NO. &CPE TYPE

7:00 am - 8:00 am Breakfast with Exhibitors - Ballroom A, B, C, D & Conference Foyer

7:00 am - 3:30 pm Registration - Conference Foyer

8:00 - 8:15 am Welcome - David Butler & Mark Hartman, Mid-South Institute Co-Chairs - Magnolia

8:15 - 9:30 am General Session Magnolia HFMA National Update: Thrive Carol FriesenTS1704

SK

9:30 - 10:00 am Break with Exhibitors - Ballroom A, B, C, D & Conference Foyer

10:00 - 11:45 am General Session MagnoliaHealthcare: What’s Next for the U.S. System?

Paul KeckleyTS1705

SK

11:45 am - 1:00 pm Lunch - Ballroom A, B, C, & D

1:00 - 2:15 pmConcurrentEvents

Financial Nashville Not-For-Profit A&A and Tax UpdateTracy Young & Amber Sherill

TS1706A&A/Tax

Revenue Cycle MagnoliaProactive Denial Mitigation and Prevention in the Era of Big Data

Brad CordingTS1707

SK

2:15 - 2:30 pm Break with Exhibitors - Ballroom A, B, C, D & Conference Foyer


Financial NashvilleCFO Panel - Comprehensive Care for Joint Replacement Payment Initiative

Moderator - David Butler/Mary Beth Briscoe, Bill Griffin,Suzette Duhe

TS1708SK

Revenue Cycle Magnolia Finding Lost Inpts under the 2 MN rule Day Equsquiza TS1709

SK

3:45 - 4:15 pm Break with Exhibitors - Ballroom A, B, C, D & Conference Foyer


Financial NashvillePublic Held Tax Exempt Debt Regulations

James Birdwell & Amber Sherill

TS1710Reg Ethics

Revenue Cycle MagnoliaFinding Lost Inpts under the 2 MN rule - continued

Day EqusquizaTS1709

SK

6:00 - 7:30 pm Reception Buffet Dinner - Ballroom A, B, C & D

7:30 - 11:30 pm Entertainment - Automatic Slims


Friday, January 27TIME EVENT ROOM TOPIC SPEAKER COURSE

NO. &CPE TYPE

7:30 - 8:30 am Breakfast with Exhibitors - Ballroom A, B, C, D & Conference Foyer

8:30 - 9:45 am General Session MagnoliaThrive or Just Survive: What Choice Are You Making?

Neal SpencerTS1711

SK

9:45 - 10:15 am Break

10:15 - 11:30 am General Session MagnoliaA Different Kind of Service: Under Cover in the CIA

Jim OlsonTS1712

SK

2 0 1 7 M I D - S O U T H I N S T I T U T E

SCHEDULE AT A GLANCE


Wednesday, January 251:00-2:00pmGeneral Session | Magnolia

The Electronic Healthcare Record-Past, Present & Perhaps the FutureCPE Type: Specialized Knowledge and Application | 1.0 CPE Credits | Level: Intermediate Prerequisites - Have an open mind to an ever changing healthcare environment that is dynamic and exciting. | Course TS1701

Program Content: This presentation will cover the evolution of the electronic healthcare record (EHR) & how it has become the primary resource that any healthcare provider will need to address the dynamically evolving domestic healthcare landscape. We are all familiar with the mantra that our population is aging, and consumed with a continuous increase in chronic diseases. The service capabilities of our institution are increasingly stressed placing further burden on sustaining a projected cost trajectory where 45% of costs are attributable to 5% of patients with numerous chronic conditions. The transformation of the healthcare environment requires the EHR to be the fulcrum for population health management, which ultimately will lead to the emerging domain of precision medicine and increasingly rely upon consumer solutions. All of these actions will facilitate a much needed and higher degree of analytical capabilities, with a strong focus on predictive analytics.

In order to achieve outcomes and value to the investments made in EHR’s, responsible organizational officers must have a strategy that connects the community (physician’s practices, pharmacies, specialists, post-acute care, hospitals and health systems) into a population health platform that facilitates care coordination, patient engagement, connectivity and data aggregation. Decision makers will then have an understanding how the analytical insights observed from the complete spectrum of care is affecting their organization’s patient and financial health.

A new pillar of care embraces precision medicine where genomic research will provide intelligent interventions with less toxicity and improved outcomes while consumer solutions including mobile and wearable devices for reporting home weight, laboratory values such as glucose level, diet, obtaining alerts will provide timely bi-directional information between the patient and their physicians.

All will have a pronounced and discernable effect of the financial viability of healthcare institutions and their communities.

Learning Objectives:

• The audience will appreciate the progression of early EHRs to more advanced solutions where Population Health Management will drive cost reductions and enhance outcomes then drive ability for risk contracting.

• Increasing Patient Engagement with Care Coordination will reduce 30-Readmissions, increase ambulatory contacts, and drive the cost model from the acute inpatient environment to the new outpatient ambulatory model.

• Learning how connectivity within the community will drive data aggregation providing comprehensive models for cost comparison, physician performance, and disease management.

• Appreciate the strength of Precision Medicine providing predictive modeling of disease will enhance management, outcomes and control costs. Enabling precise medication selection will reduce trial and error methods of medication selection, further driving down costs.

• Increase use of mobile applications and wearables will provide real time information for the clinician and patient that will continue to enhance reporting capabilities on service line products, revenue, and costs.

EVENT DETAILS & DESCRIPTIONS


Robert H. Leviton MD MPH FACEP CMIO, Vice President Quality and Outcomes, Allscripts

Dr. Robert Leviton is Allscripts Vice President for Quality and Outcomes, Chief Medical Information Officer. In this role, he uses his extensive expertise in health IT innovations to help clients advance quality of care, and improve patient and provider experience.

Prior to joining Allscripts, Dr. Leviton has 30 years of progressive healthcare clinical and administrative leadership experience, most recently as the Chief Medical Information Officer and Physician Advisor at the Bronx Lebanon Hospital Center (New York City, New York, U.S.A.), which provides healthcare services to an ethnically diverse population, with more than one million patient visits annually.

Dr. Leviton is board certified in Emergency Medicine and a Fellow in the American College of Emergency Physicians. He earned his Master’s degree in Healthcare Administration and Policy at the Columbia University Mailman School of Public Health, and is board certified by the American Board of Preventive Medicine in Clinical Informatics.

2:15-3:30pmGeneral Session | Magnolia

Security Matters - Don’t Become Tomorrow’s HeadlinesCPE Type: Specialized Knowledge and Application | 1.5 CPE Credits | Level: Basic Prerequisites - None | Course TS1702

Program Content: It takes an average of 256 days for an organization to identify an attack. Can you afford the fallout from 256 days of exposed sensitive data, interrupted operations, incurred financial expenses and legal penalties? There is much at stake and compliance is no longer enough.

In this presentation you’ll learn to how to take the proper steps to protect your organization, go on the offense to secure your network and begin to think about what happens once an attacker gains access to your system.


• Participants will understand how to take the proper steps to protecting patient data and other sensitive information.

• Participants will understand the importance of offense-oriented cybersecurity strategies and methodologies.

Mike Skinner

Partner, HORNE LLP

Mike is the partner in charge for HORNE Cyber. His primary focus is to enable clients to fully leverage technology innovations by providing the insights critical to safeguarding their business, customers’ critical data and brand reputation. He is responsible for information technology audit, regulatory compliance, information security consulting, internal control consulting and business solution

implementation. Mike has been with the firm for more than five years and has ten years additional experience working with regional and local firms, including a national retail telecommunications firm and a Fortune 500 international transportation provider. Mike earned his Bachelor of Accountancy and Master of Accountancy, both with emphasis in information systems, from the University of Mississippi. He is a Certified Public Accountant in Mississippi and Tennessee. Mike is also a Certified Information Systems Auditor and Certified Information Technology Professional.


3:45-5:00pmGeneral Session | Magnolia

A More Natural Way to Lead in 2017 CPE Type: Specialized Knowledge and Application | 1.5 CPE Credits | Level: Basic Prerequisites – None | Course TS1703

Program Content: With all the continuing changes in healthcare, you know you need to improve as a leader. The question is, “How?” You’re already working at full capacity just to maintain the status quo. If only there was a way to lead with greater clarity and confidence that didn’t require cloning yourself. Jones Loflin says there is, and it’s built on four simple words: Grow, Cultivate, Prune, and Harvest.

In this engaging and humorous presentation built on the idea of leaders as gardeners, you’ll learn five simple strategies you can use to lead yourself and your team to better results. It’s time to get growing!


• Participants will be able to assess their current success as a leader.

• Participants will be able to develop two work routines that improve their time management and productivity.

• Participants will be able to utilize two new techniques to communicate more effectively with their team members.

• Participants will be able to identify three changes to make to improve their ability to lead their team.

• Participants will be able to explain the value of celebrating small individual and team achievements.

Jones Loflin

Speaker, Helping Others Prepare for Excellence, Inc.

Jones Loflin has made it his life’s work to deliver powerful ideas and practical solutions to individuals around the world so they can achieve more of what is most important to them. His books are described as “illuminating” and his presentations as “unforgettable.” In his 22 years as a speaker and trainer he has helped countless people regain confidence in their

ability to achieve greater success in work and life.

Jones’ “3P Approach” of Powerful Ideas connected to Practical Solutions delivered with a Personal Approach has attracted the attention of organizations around the world.

Looking for ways to expand the reach of his message, Jones chose to become an author. Juggling Elephants is a witty and profound parable about one man’s search for solutions for the struggle of too much do. The book is available in the US and over 14 countries. He is also the author of Getting The Blue Ribbon, a unique story offering simple strategies to get better results in your work and life. Getting to It is considered a field guide to accomplishing what is most important. His newest book, Always Growing, will be released in February 2017.


Thursday, January 268:15-9:30amGeneral Session | Magnolia

HFMA National Update: ThriveCPE Type: Specialized Knowledge and Application | 1.5 CPE Credits | Level: Basic Prerequisites - None | Course TS1704

Program Content: Healthcare finance professionals today face considerable challenges, from new payment models to innovation to consumerism. Rather than looking at such challenges as obstacles, healthcare leaders can choose to view them as opportunities to learn, grow, and leverage their skills to improve the health of their communities. To that end, this presentation will focus on current challenges and the opportunities they offer to truly thrive—on the personal, professional, and organizational levels.


• Describe current challenges and opportunities facing healthcare finance professionals and other healthcare leaders.

• Identify HFMA resources to support healthcare stakeholders in their efforts to meet challenges and take advantage of opportunities.

• Discuss how a commitment to thrive can help individuals meet their personal and professional goals.

Carol Friesen

FHFMA - Chair Elect, HFMA

Carol A. Friesen, FHMA is VP of Health System Services, Bryan Health, Lincoln, Nebraska and serves as Chair-Elect of HFMA’s National Board of Directors.

A member of HFMA since 1999, Ms. Friesen’s involvement with the National Association includes serving as Director for the Board of Directors, the National Advisory Council, Early Careerist Task Force and Region 8 Regional Executive. Ms. Friesen has also served the Nebraska Chapter as Director, Treasurer, Secretary, Vice President, and President. She has received the Follmer Bronze, Reeves Silver, and Muncie Gold merit awards, as well as the HFMA Medal of Honor.

Ms. Friesen, a Fellow of HFMA and Certified Healthcare Financial Professional, holds a Bachelor of Science in business management and a Master of Public Health in healthcare administration.

10:00-11:45amGeneral Session | Magnolia

Healthcare: What’s Next for the U.S. System? CPE Type: Specialized Knowledge and Application | 1.5 CPE Credits | Level: Intermediate Prerequisites - Working knowledge of the industry | Course TS1703

Program Content: The post-Affordable Care Act for U.S. healthcare will be significantly impacted by two trends: cost containment pressures across the system and increased control by the federal government. Their impact will be felt in every sector, prompting new structures, business models and competition.


• To understand the changes that will impact the health system

• To discuss ways organizations in healthcare should prepare


Paul Keckley, PHD Managing Editor of The Keckley Report, The Keckley Group

Paul H. Keckley is Managing Editor of The Keckley Report, a healthcare researcher and widely known industry expert.

In addition to The Keckley Report, he authors a regular column for Hospitals & Health Networks and has published three books and over 250 articles.

Paul serves on the board of Healthways Inc., a publicly traded health and wellbeing firm headquartered in Nashville TN. He is an Advisor to Western Governor’s University Health Advisory Board, New York Presbyterian Hospital, Lipscomb University Board of Pharmacy, among others. During the period preceding the passage of the Affordable Care Act, he facilitated sessions between White House Office of Health Reform sessions and major health industry trade groups as private sector input was sought in the legislation.

Paul served as Managing Director of the Navigant Center for Healthcare Research and Policy Analysis (2014-2015), Executive Director of the Deloitte Center for Health Solutions (2006-2013), executive administration at Vanderbilt University Medical Center (1998-2006), Chief Executive Officer of PhyCor Management Corporation-the IPA Subsidiary of PhyCor Inc. (1994-1998) and Managing Partner of The Keckley Group, a health care research and policy analysis firm (1974-1994). He served as an Adjunct Professor in the Schools of Medicine, Business and Health Policy at Georgetown University and Vanderbilt University.

He completed his B.S. at Lipscomb University, MA and PhD degrees from Ohio State University, and a fellowship in economic policy at Oxford University. He resides in Nashville, Tennessee and enjoys golf, reading, and the search for great coffee.

1:00-2:15pmFinancial | Nashville

Not-For-Profit A&A and Tax Update CPE Type: Accounting and Tax | 1.5 CPE Credits | Level: Basic | Prerequisites – None | Course TS1706

Program Content: This course will cover current issues in accounting and auditing applicable to the health care industry. Subjects include new standards and industry developments.

This presentation will also cover emerging tax issues for health care organizations including red flags on Form 990 relating to 501(r), the pros and cons of joint ventures, and the importance of distinguishing between physician loans and compensation.


• After this presentation, participants will be able to identify, discuss and analyze new developments in the industry and the profession.

• Participants will be able to apply recently issued accounting standards

• After this presentation, participants will be able to identify, discuss, and analyze potential risk and exposure areas regarding Form 990 reporting, relating to the 501(r) Regulations.

• Participants will learn about the pros and cons of forming joint ventures, which can lead to unrelated business income.

• Participants will be able to distinguish between physician loans and compensation, and their reporting requirements.


Tracy Young CPA - Partner , BKD, LLP

Tracy Young, a member of BKD National Health Care Group, has more than 19 years of experience at BKD and manages the audits of numerous health care providers, including rural community providers, urban hospital systems and long-term care facilities. He also provides Medicare and Medicaid consulting and cost report preparation and analysis,

feasibility studies and strategic planning.

He is a member of the American Institute of Certified Public Accountants, Arkansas Society of Certified Public Accountants and Healthcare Financial Management Association, where he is a past president. He also is a member of the State of Arkansas board of Junior Achievement of Arkansas, where he will serve as treasurer in 2017.

Tracy is a graduate of the University of Arkansas, Fayetteville, with a B.S. degree in business administration and accounting.

Amber Sherrill CPA - Director , BKD, LLP

Amber Sherrill is a Director in tax at BKD, LLP. She has eleven years of experience providing tax compliance and consulting services to clients in a variety of industries. She is a member of the BKD Health Care and Not-for-Profit groups. She provides research and guidance to assist exempt organizations in their compliance with the constantly changing exemption requirements and

reporting. Her technical knowledge includes not-for-profit, corporate, partnership and individual tax planning, federal and multistate income tax compliance, and tax exempt bond arbitrage compliance.

She is a member of the American Institute of Certified Public Accountants, Arkansas Society of Certified Public Accountants, and Healthcare Financial Management Association.

Amber is a graduate of the University of Central Arkansas, with a B.B.A. degree in accounting and MIS, and in 2005 received an M.Acc. degree in accounting.

1:00-2:15pmRevenue Cycle | Magnolia

Proactive Denial Mitigation and Prevention in the Era of Big Data CPE Type: Specialized Knowledge and Application | 1.5 CPE Credits | Level: Basic Prerequisites - None | Course TS1707

Program Content: Analysis of HBI member Key Performance Indicators from 2016 reveals an industry-wide increase in A/R across the member community. Much of this increase is related to payers’ reluctance to pay, which is commonly revealed through stalling techniques such as additional documentation requests and denials. While organizations’ focus has primarily centered on Medicare claims in the wake of ICD-10 implementation, many organizations are beginning to turn focus toward commercial payers as they begin to experience increases in medical necessity and authorization-related denials.

In the wake of increasing denials, from front to back-office denials, multiple organizations have turned toward methods that enable them greater visibility into denial origins, contributors, and trends. This includes analyzing denials from both an internal and external perspective.

The concept of “Big Data” is more prevalent than ever in the healthcare industry. Culling important information from the sea of data now available to organizations can be a daunting task. Furthermore, both leaders and analysts often have competing priorities that stand in the way of both identifying and extracting meaningful and actionable information.


This presentation will provide strategies and tactics to analyze, identify, and address denial trends. In addition, it will provide participants with methods to both increase the utility of denials data, and ways in which this data can be most effectively utilized to drive change, such as through payer scorecards and ongoing denial tracking and monitoring. Attendees will be provided with ideas on how to determine which data to focus on, as well as how to effectively engage both internal stakeholders and payers to mitigate and prevent denials.


• How to separate meaningful data from the “chaff”.

• Methods to increase the actionability of denials data.

• Ways to hold both internal and external stakeholders accountable for denial increases.

Brad Cording Executive Director of Consulting & Analytics , Healthcare Business Insights

Brad provides senior leadership in directing and coordinating HBI’s Consulting and Analytics service line, which supports HBI member hospitals across the nation. Since joining HBI, Brad has also served as a senior consultant for high profile engagements, implementing best practice solutions to multiple clients in order to improve and enhance the financial health of their organizations. Brad has been a

feature speaker on the topic of revenue cycle trends and best practices, where he has shared HBI’s audit and research findings and lessons learned from the nation’s leading healthcare providers. Prior to assuming his current role, Cording worked for a large national “full continuum” revenue cycle outsourcing firm, where he led revenue cycle improvement initiatives for front and back office operations, while collaborating with various revenue cycle and clinical leaders for alignment, innovations in operational effectiveness, revenue cycle optimization, and strategic growth. In that role, he created executive dashboards, which consisted of financial analysis, key performance indicators, and vendor statistics that were used for weekly huddles to track improvement initiatives performance.


CFO Panel - Comprehensive Care for Joint Replacement Payment Initiative – What should you know before you’re forced in! CPE Type: Specialized Knowledge and Application | 1.5 CPE Credits | Level: Basic Prerequisites - None | Course TS1708

Program Content: Comprehensive Care for Joint Replacement is a panel discussion with 3 CFOs currently part of the mandatory CJR Episode-based payment initiative. The Comprehensive Care for Joint Replacement model mandated on section 3021 of the Affordable Care Act aims to support better and more efficient care for beneficiaries undergoing the most common inpatient surgeries for Medicare beneficiaries; hip and knee replacements. Our panelist will discuss the extensive analysis and deep dive into cost and processes to ensure their facility was prepared for the new payment initiative.


• Participants will learn about the “big data” that is needed to determine costs.

• Participants will learn how to better assess their capability of retrieving the data needed.

• Participants will learn how to improve their ability to generate positive margins under the new payment initiatives.


Moderator David L. Butler CPA, FHFMA - Partner, HORNE LLP

David serves HORNE LLP as a partner in healthcare services. He provides healthcare consulting services for hospitals and other healthcare institutional facilities in areas such as Medicare/Medicaid cost reports, reimbursement issues and compliance.

He joined HORNE in 2001 and has more than 25 years of experience.

David received his Bachelor of Science in Business Administration with a major in accounting from The University of Southern Mississippi.

Professional Affiliations

• American Institute of Certified Public Accountants

• Mississippi Society of Certified Public Accountants

• Mississippi Chapter of Healthcare Financial Management Association, Past President

• Healthcare Financial Management Association, Chapter Advancement Team

Community Involvement

• Madison Ridgeland Youth Club, Board Member

Panelist Mary Beth Briscoe Chief Financial Officer – University of Alabama Birmingham Health System

Ms. Briscoe received her B.S. in Accounting from the University of Alabama in Tuscaloosa, Alabama and an MBA from the University of Alabama at Birmingham. Ms. Briscoe was named the Executive Director of Finance, CFO University Hospital in June, 2002. In 2014, she was named CFO University

Hospital and UAB Medicine Clinical Operations. Prior to joining the UAB Health System, Ms. Briscoe served as Chief Financial Officer for Eastern Health System, Inc. in Birmingham, Alabama. Ms. Briscoe is a Certified Public Accountant (CPA), a Fellow of the Healthcare Financial Management Association (FHFMA), and a Fellow of The American College of Healthcare Executives (FACHE). She has also served HFMA in national and state roles including National Secretary, Chairman Elect and as National Chairman. She presently serves as Chair-National AMC-CFO Council, and a member of the Value Project Advisory Council and National Thought Leadership. She has authored articles for various industry periodicals and is an invited speaker by various healthcare constituents across the country. Ms. Briscoe also serves on the Board of Visitors of the University of Alabama.

Panelist Suzette Duhe Chief Financial Officer – Louisiana Heart Hospital

Suzette Duhe’s career in healthcare began in the audit and advisory service line with Deloitte and Touche, LLP. After spending nine years there, she served as a controller, financial analyst, and director of finance for both for-profit and not-for-profit acute care hospitals and health systems in south

Mississippi and the Greater New Orleans area. She has been a healthcare Chief Financial Officer for almost six years. Suzette has been the CFO at Louisiana Heart Hospital and Medical Group since March 2014.

Suzette holds a bachelor’s degree in business administration from the University of Southern Mississippi. She is a Fellow in the Healthcare Financial Management Association having served as past board member, secretary, president-elect, and president of the Mississippi HFMA Chapter. She is a Certified Public Accountant as well as a member of the American Institute of Certified Public Accountants, the Society of Louisiana Certified Public Accounts, and the Mississippi Society of Certified Public Accountants.


Panelist Bill Griffin Senior VP and CFO – Baptist Memorial Health Care Corporation

Mr. Griffin received his Bachelors of Accountancy from the University of Mississippi in 1982 and began his career in public accounting, working 11 years with the firms of Arthur Andersen and KPMG Peat Marwick. In 1993, Mr. Griffin joined Baptist Memorial Health Care and has served as the

Chief Financial Officer for Baptist Memorial Hospital-Golden Triangle, the Chief Financial Officer for Baptist Memorial Hospital-Memphis and as Corporate System Director of Finance. In 2000, Mr. Griffin was promoted to Vice President of Corporate Finance and also served as Corporate Privacy and Security Officer. On January 1, 2016 Mr. Griffin was promoted to Senior Vice President and Chief Financial Officer for Baptist Memorial Health Care Corporation. Mr. Griffin is a Certified Public Accountant, a Chartered Global Management Accountant, a Fellow of the Healthcare Financial Management Association and an HFMA Certified Healthcare Financial Professional.

2:30-5:30pmRevenue Cycle | Magnolia

Finding Lost Inpatients under the 2MN rule – lessons learned from audit, regulatory updates, documentation tips and making it all easy CPE Type: Specialized Knowledge and Application | 3.0 CPE Credits | Level: Basic Prerequisites - None | Course TS1709

Program Content: This operational based class will focus on lessons learned from audits that include mis-use of the 2MN rule, regulatory updates, pitfalls with old language and ideas for how to make it easy and tell an enhanced patient story.


• Attendees will learn how EASY the 2 MN rule is and how to find lost inpatients.

• Attendees will have an enhanced understanding of inpatient vs observation.

Day Egusquiza President – AR Systems

Day Egusquiza brings over 30 years experience in health care reimbursement, hospital business office operations (20 years in an Idaho hospital), contracting and compliance implementation. Additionally, her experience includes eight years as a Director of a Physician Medical Management billing service which included completing an integrated business office between a hospital and

a large multi-specialty physician clinic. She has been an entrepreneur in hospital and physician practice accounts receivable management and a leader in redesigning numerous organizations. Her work includes providing guidance as a compliance & reimbursement educator while providing operational insight on the revenue cycle impacts of RAC/Medicare Recovery Audit Contractors. Additionally, she has been instrumental in researching and preparing national education on the impact of the Prescription Drug Benefit. ICD 10 is also on the list of ‘fun’ projects with audit and boot camps. Day’s strength is her ability to ‘operationalize’ complex regulations into teachable components.

Ms. Egusquiza is a nationally recognized speaker on continuous quality improvement (CQI), benchmarking, redesigning, reimbursement systems and implementing an operational focus of compliance- both in hospitals and practices. She has been on the AAHAM National Advisory Council, HFMA National Advisory Council, is a past President of the Idaho HFMA Chapter & recently received the Lifetime Achievement Award. She has been highlighted in JCAHO’s Six Hospitals in Search of Excellence, Zimmerman’s Receivable Report, HFMA’s HFM and Patient Account, AHIA Prospective, and numerous healthcare newsletters along with a contributing author to 2006 Health Law and Compliance Update. She received the Idaho Hospital Association “Distinguished Service Award” for her legislative work and training on new indigent law. Attendees at HFMA’s ANI rated her in the top 25% for each year she has presented, earning her the ‘Distinguished Speaker’ award.


Her greatest accomplishments are her four wonderful children and her eight fabulous grandchildren.

What makes her unique? She has been in the trenches with us!


Public Held Tax Exempt Debt Regulations CPE Type: Regulatory Ethics | 1.5 CPE Credits | Level: Basic | Prerequisites - None | Course TS1710

Program Content: During this presentation, the speakers will cover the various avenues a facility can obtain public debt through tax exempt bonds. The participants will be able to define the different types of debt as well as the requirements necessary to obtain debt. Participants will gain a better understanding of tax exempt bond compliance, be able to identify risk and exposure areas, and steps which can be taken to face the IRS successfully.


• Participants will be able to identify different types of debt and requirements to obtain public debt.

• Participants will obtain basic knowledge on tax exempt bond compliance after issuance, so they can identify potential risk and exposure areas. They will also be able to identify actions which can be taken to give significant advantages when dealing with the IRS.

James Birdwell Managing Director – Raymond James

Jim Birdwell is a Managing Director in the Healthcare Finance group at Raymond James. He joined the firm in 1987 from a major bank in Nashville, where he served as manager of their municipal trading, underwriting and public finance departments. Jim has 39 years of experience in the securities business, including 27 years as a senior investment banker. Jim has worked

on variable and fixed-rate bond issues, credit analysis, debt capacity, strategic options assessments, asset sales, balance sheet management and derivatives applications for all types of healthcare institutions. He has served as senior investment banker for bond issues totaling over $15.5 billion in paramount, including issues for health systems, stand-alone hospitals, academic medical centers, children’s hospitals, CCRCs and nursing homes. He was formally the manager of Morgan Keegan’s municipal trading and underwriting department, where he was responsible for underwriting syndication and pricing of both competitive and negotiated bond issues. Jim received a Bachelor of Science degree in Finance from Virginia Polytechnic Institute and State University.

Amber Sherrill CPA - Director , BKD, LLP

Amber Sherrill is a Director in tax at BKD, LLP. She has eleven years of experience providing tax compliance and consulting services to clients in a variety of industries. She is a member of the BKD Health Care and Not-for-Profit groups. She provides research and guidance to assist exempt organizations in their compliance with the constantly changing exemption requirements

and reporting. Her technical knowledge includes not-for-profit, corporate, partnership and individual tax planning, federal and multistate income tax compliance, and tax exempt bond arbitrage compliance.

She is a member of the American Institute of Certified Public Accountants, Arkansas Society of Certified Public Accountants, and Healthcare Financial Management Association.

Amber is a graduate of the University of Central Arkansas, with a B.B.A. degree in accounting and MIS, and in 2005 received an M.Acc. degree in accounting.


Friday, January 278:30-9:45amGeneral Session | Magnolia

Thrive or Just Survive: What Choice Are You Making? CPE Type: Specialized Knowledge and Application | 1.5 CPE Credits | Level: Basic Prerequisites - None | Course TS1711

Program Content: Every day you face decisions. Some are easy – such as where do I grab lunch. Others are deadline driven – Your boss gives you a project. Many are gut wrenching. Do I take this job and move my spouse and children away from their family and friends? Do I force an aging parent, for their own safety and well-being, into a nursing facility? And what impact will my decisions have on my career, my family and on me? While there’s certainly no shortage of advice you can receive, with every decision you have but two choices. To Thrive or Just Survive.

Neal discusses the differences between Thriving and Just Surviving with your decision-making at home and throughout your professional career.


• After hearing this speech, you will have the clarity you need to achieve better personal and professional outcomes.

• After hearing this speech, you will understand the importance of connecting the emotions of the heart, the logic in your brain and the instincts from your gut.

Neal Spencer Founder – Thrive or Just Survive, LLC

Neal is the retired CEO of BKD, LLP, currently the 12th largest CPA and Advisory firm in the United States. As CEO, he expanded the firm’s presence with strategic acquisitions, restructured the firm to allow for the flexibility necessary to meet the growing demands of clients, implemented multiple “People First” initiatives to improve retention, developed the internal

brand “One Great Firm” which focused on creating rewarding career opportunities for professionals, successfully guided the firm through the recession, which during his tenure as CEO, the firm grew more than 25%. Prior to becoming CEO, he was a successful health care advisor serving both the hospital and long-term care industry. He is a past-president of the Arkansas Chapter of HFMA and a past member of the Kentucky Chapter of HFMA.

10:15-11:30amGeneral Session | Magnolia

A Different Kind of Service: Under Cover in the CIA CPE Type: Specialized Knowledge and Application | 1.5 CPE Credits | Level: Basic Prerequisites - None | Course TS1712

Program Content: Mr. Olson will describe how he and his wife served together in the CIA conducting espionage and covert action for the United States overseas. The presentation will highlight the principles of service, leadership, and life balance. The audience will understand how such a demanding career has major implications on lifestyle, family life, marriage, and children-and how one family dealt with such issues. In addition, there will be a discussion of the current world situation, specifically the dangers that we all face from international terrorism. Finally, Mr. Olson will describe an actual espionage operation which involved him and his wife.



• Appreciate how a life of service to others is the most fulfilling career possible.

• See how a professional in a demanding career was able to balance job and family.

• Understand the important national security issues facing our country.

• Learn what steps everyone can take to improve his or her personal security.

James “Jim” Olson Senior Lecturer – George Bush School of Government, Texas A&M University

Career officer in the Directorate of Operations of the Central Intelligence Agency, serving mostly overseas in clandestine operations. Served as Chief of Counterintelligence at CIA Headquarters in Langley, Virginia. Recipient of the intelligence Medal of Merit, the Distinguished Career Intelligence Medal, the Counterintelligence Excellence Medal, the Donovan Award, and several

distinguished achievement awards. Awarded the Silver Star Award at the Bush School for Excellence in teaching. Senior faculty member at the Joint Military Intelligence College, Washington, D.C., 1997; taught courses on counterintelligence and military intelligence. Assigned by the CIA to the George Bush School of Government and Public Service in College Station, Texas as an officer-in-residence in December 1997. Teaching courses on Cold War Intelligence, U.S. National Security, and International Crisis Management. Frequent guest lecturer at other courses, conference and symposia. Appointed a permanent faculty member of the Bush School in August 2000. Author of “The Ten Commandments of Counterintelligence,” Studies in Intelligence (Unclassified Edition), Fall-Winter 2001. Author of Fair Play: The Moral Dilemmas of Spying (Potomac Books, September 2006).


Registration InformationRegister online at www.hfmamidsouth.org

Registration Type By January 10, 2017 January 11, 2017 or later

HFMA Member Full Conference ....................$300.00 .....................................$350.00

Non-HFMA Member Full Conference ..........$325.00 ......................................$375.00

HFMA Member qualifying for .........................$150.00 .......................................$200.00 provider discount*

Non-HFMA Member qualifying for ...............$175.00 .......................................$225.00 provider discount*

Student ....................................................................$75.00 .........................................$125.00

*Qualifying Provider: For purposes of determining the ‘Provider Discount’ an attendee must be a healthcare

professional working directly for a hospital or some other facility which provides healthcare services to patients.

Please make checks payable to: Tristate Winter Institute and mail to:

Mid-South Institute | ATTN: Tami J. Hill, Registrar | 419 Natural Resources Drive | Little Rock, AR 72205

Refunds and CancellationsIf cancellations are received after January 10, 2017, only 50% of the registration fee is refundable. Registrants who do not cancel, cancel the day of the meeting (Wednesday), or fail to attend must pay the entire fee. Substitutions, however, are permitted. Cancellations and refund requests must be emailed. Phone and voicemail are not valid forms of communication. For more information regarding administrative policies such as complaint and refund, please contact:

Tami Hill(501) [email protected]

Educational Credits

This program contains a total of 15 CPE credits if all possible sessions are attended.

To receive CPE credits, you must sign in for each individual

session you attend. Sign-in registers are provided for those

individuals who sign and register that they need a CPE

certificate. Sign-in registers will be located in each session room.

If your name is not printed on the register, be sure to print your

name legibly on the one of the blank lines at the end and sign

next to your name and check the box you need a certificate.

CPE Certificates will be emailed to each participant following

the meeting. Keep a copy of this program along with your

certificate for your records.

National Registry of CPE Sponsors ID Number 104700Texas State Board of Public Accountancy CPE Sponsor ID Number 009840


Hotel and Conference AccommodationsSheraton Downtown, Memphis, TNThe hotel room rate is $121 plus fees & taxes for the nights of 1/25/17 thru 1/27/17. Rooms may be reserved by calling the Sheraton Downtown at 1-866-716-8106 before January 10, 2017. Please be sure to mention Group name Healthcare Financial Management to receive this rate. Online reservation is available. Check-in time is 3:00 p.m. and check-out time is 12:00 p.m. The bell desk is happy to store luggage for any early arrivals until check-in. Please Note: Sheraton does require that the first night’s room and tax deposit accompany the reservation request (a major credit card number may be used to guarantee a room in lieu of a deposit). The deposit is non-refundable if cancellation occurs within 24 hours of arrival.

Hotel Reservation DeadlineJanuary 10, 2017

Reservations by PhoneCall 1-866-716-8106 and be sure to mention Healthcare Financial Management.

Online Reservationshttps://www.starwoodmeeting.com/events/start.action?id=1606288023&key=B636A76

Dress and Smoking Policy“Business casual” attire is appropriate for all educational meetings and activities. A “No Smoking Policy” has been adopted for all meetings.

Speaker Presentation HandoutsHandouts will be made available electronically 3 days prior to the meeting. All attendees will receive an email notifying them that the handouts are available on the Mid-South Institute website at hfmamidsouth.org so you can download and/or bring to the meeting if you choose.

Special Dietary NeedsPlease contact Tami Hill at [email protected] of any special dietary needs, so we can try to accommodate your request.

Door PrizesThere will be prize drawings held on Friday, January 27th at the close of the meeting. You must be present to win.

www.hfmamidsouth.org

mid-south institute 2017 education. interaction....

Documents