Arlington Road Show

Meeting Agenda Available Here

7:30 – 8:00 Registration, Breakfast, Opening Remarks


8:00am – 8:50am        MPAP to QIPP – The Future of Nursing Home UPL

Course 170401 | CPE: 1.0 | Level: Intermediate | Prerequisites: None

170401 – Unroe

This session will offer guidance and assistance on hospital best practices as well as failed practices. It will provide an update on the status of the Texas nursing home UPL program including discussions of:

  • The MPAP reconciliation dilemma and current status
  • Details about the replacement program – QIPP and how it will work

Attendees will:

  • Understand what the nursing home UPL/MPAP/QIPP program is and how it works
  • Learn why there have been payment reconciliation delays and what might happen next
  • Understand how the new QIPP program will work and what you should be doing now


Jon Unroe, Partner, BKD, LLP

As a member of BKD National Health Care Group, Jon provides audit and consulting services for health care entities. He has more than 20 years of public accounting experience, leads BKD’s Texas long-term care practice.

Jon has presented numerous seminars for groups and organizations and has written multiple white papers related to the Texas nursing facility UPL program.



8:50am –  10:05am        Patient Satisfaction: Transforming Your Bottom Line

Course 170402 | CPE: 1.5 | Level: Entry | Prerequisites: None

170402 – Cleveland

Medical research suggests that the success of patient recovery, therefore patient satisfaction, is a direct correlation of the engagement of not only the medical care but also of the patient personal reaction to the synergy during recovery, immediate as well as post. This synergy we generally label Motivation. However, research reveals this synergy is actually a momentum interactionally created by four components: one’s perception of self, perception of recovery, personal interactions, and vision. The greater the synergy, the greater the recovery and positive post experience impressions/satisfaction. In today’s medical arena, patient satisfaction is no longer dependent upon merely the level of physical/psychological recovery but rather the synergy of the entire “hospital experience.”.

This overview of the Cleveland Momentum Model (CMM) will cover the four synergistic elements of the model:

  • Perception of Self: Orchestrating Reconstruction
  • Perception of Recovery: Engineering Progress
  • Interactions in Relationships (Personal and Technological): Integrating Society
  • Vision for His/Her Progress and/or Future: If You Promise It, Follow Through

After attending this course, attendees will be able to:

  • Name the 5 elements of self perception
  • Name the 3 stages of recovery
  • Realize the presence of emotional filters affecting the individual by naming 3
  • Respect the personal values of the individual by being able to name all 3


Dr. Lynda Cleveland, President, The Cleveland Group, LLC

Award-winning professor, Dr. Lynda Cleveland, has the ability to educate and entertain as a result of her skills in storytelling as well as comedy. Along the way she has been a medical educator, videographer and corporate VP in charge of training. Some of her favorite teaching moments were at McCombs School of Business at UT Austin. Her doctoral journey was a dual program between UT Southwestern Graduate School of Biomedical Sciences and The University of Texas at Austin. A little known fact about “Doc” is her alter ego is “Clebo” an internationally registered clown.


10:05 am         Break

10:20am – 11:10am         Revenue Portfolio Design and Care Transformation: or How I Learned to Love Bundles

Course 170403 | CPE: 1.0 | Level: Intermediate | Prerequisites: None 

170403 – Hannah

In the session we will introduce the concept of Revenue Portfolio Design and it’s use in Transformational strategy development. We’ll discuss the impact of Episodic Payment Models and present lessons learned from over 100 clients currently managing episodic payments.

Bill Hannah, Partner, DHG Healthcare

As a principal with DHG Healthcare, Bill currently acts as the firm’s practice leader for the Healthcare Alternative Payment Model Practice. He also serves as the Partner in Charge for the Healthcare practice in the Southwest.
His professional career spans over 30 years in the healthcare industry, and he is a member of DHG’s Healthcare Steering Committee. At DHG Healthcare, he led the development of the Revenue Cycle and Compliance practice and was instrumental in developing the firm’s thought leadership and approach related to Risk Capability and revenue transformation. Bill regularly assists his clients in navigating the challenging and difficult transition to alternative payment models and is a highly regarded and sought-after speaker on topics such as: “Revenue Portfolio Design for Healthcare Providers”; “Transparency in Healthcare Pricing”; as well as other topics related to the ongoing transformation in the industry. Through his expertise and industry experience, Bill continues to be actively engaged in leadership initiatives at DHG Healthcare.


11:10am – 12:00pm        The Credits and Debits of Conflict Management in Healthcare

Course 170404 | CPE: 1.0 | Level: Entry | Prerequisites: None

170404 – Joey Cope

In this session, participants will be equipped to engage others in moments of conflict with skills and understanding that will produce agreement and, most often, mutual benefit. This topic is essential to any organizational leader in their daily interactions with administrators, peers, employees, outside vendors, patients, and patients’ families.


Conflict is present in every part of our lives. Even though financial matters may seem far from the trauma center, surgical suite, and hospital room, the healthcare financial professional is faced daily with challenges that are intensified by the healthcare environment. This session will include the following elements:

  • Conflict’s components and why it dominates our attention
  • Ways to separate your personal feelings and emotions by developing empathic approaches to confrontation
  • Practical methods for opening conversation and moving to closure
  • Evidence of the value of collaborative conflict management, along with the costs

Joe L. “Joey” Cope, Executive Director, Duncum Center Solutions (Abilene Christian University)

Joe L. “Joey” Cope is Executive Director for Duncum Center Solutions (a THA Endorsed Company) and an Associate Professor in Conflict Resolution at Abilene Christian University. He has served as adjunct professor at the Pepperdine University School of Law in Malibu, California, the Bowen School of Law in Little Rock, Arkansas, and the Center for Dispute Resolution and Conflict Management at Southern Methodist University. Cope is past chair of the State Bar of Texas Alternative Dispute Resolution Section. He serves on the board of the Texas Mediator Credentialing Association and is coauthor of West Publishing’s “Texas Practice Guide: Alternative Dispute Resolution.”


12:00 pm         Lunch and Networking


12:45pm – 1:35pm          Healthcare Fraud & Abuse

Course 170405 | CPE: 1.0 | Level: Intermediate | Prerequisites: None

170405 -Sharp

This course will cover recent health fraud cases, typical schemes and current trends


Holly Sharp, CPA, CFE, CFF, Consultant, LaPorte CPAs & Business Advisors

Holly Sharp, CPA, CFE, CFF is a Director with LaPorte CPAs & Business Consultants and an adjunct professor of taxation at Tulane University. She received a Masters of Science in Tax Accounting from the University of New Orleans in 1981 and a Bachelor of Science in Business Management from Tulane University in 1979. She authored the 2013 AICPA Practice Aid Measuring Damages Involving Individuals and was one of the co-authors of the 2015 AICPA Practice Aid Attaining Reasonable Certainty in Economic Damages Calculations. She is a frequent lecturer on forensic accounting and fraud topics before national, state and local forums.

1:35pm  – 2:25pm      Repeal, Replace, Repair, Rename? An Update on Healthcare Reform

Course 170406 | CPE: 1.0 | Level: Intermediate | Prerequisites: None

170406 – Tesmer

This course will provide an update on federal and state healthcare public policy update and discussion.

David J. Tesmer, Senior Vice President, Community Engagement & Advocacy

David J. Tesmer, senior vice president of community engagement and advocacy, has more than 25 years of experience in public policy and stakeholder relations. Joining Texas Health Resources in 1995, he is responsible for providing strategic direction and management in the areas of public policy, stakeholder relations, community health improvement and faith and spirituality integration.

Tesmer holds a variety of key leadership positions at the local, state and national level including serving as chair of the Arlington Chamber of Commerce, North Texas Commission and the Government Affairs Committee of Premier Inc. (Washington D.C). He is also a member of the American Hospital Association’s Regional Policy Board.

Tesmer earned both his undergraduate degree in political science and master of public administration from Texas Tech University.


2:25 pm         Break


2:40pm  – 3:55pm       Hot Topic Panel

Course 170407 | CPE: 1.5 | Level: Intermediate | Prerequisites: None

This panel will be discussing Hot Topics in Texas Healthcare Finance including:

  • ACA repeal and replace
  • Medicaid Expansion in Texas
  • Telemedicine
  • Value Based Payment/Care
  • Financial Leadership

+ questions or comments from the audience will be encouraged.


Moderated by: Stan Sewell, Business Development Director, Healthcare Reimbursement Services

Stan is a native of Norman, Oklahoma. He graduated from Oklahoma City University with a Bachelor of Science degree in Business.
Currently he serves as a member of the Collin County Planning Board and the Dean’s Advisory Board for the Meinders School of Business at Oklahoma City University. Stan also served two terms on the Carrollton City Council.
Stan is currently Past President of the Texas Association of Healthcare Financial Administrators (TAHFA) and a member of HFMA. Currently he works in Business Development for HRS.



Tod Beasley, SVP Hospital Financial Operations

As Senior Vice President of Hospital Financial Operations, Tod Beasley is responsible for all financial operations at CHC. He provides expertise in financial reporting, budgeting, revenue cycle performance metrics, forecasting and analysis, and productivity system implementation to help hospitals achieve and maintain the best financial performance possible.

With over 25 years of healthcare leadership, Tod brings an extensive background in hospital financial, operational leadership and consulting to the CHC team. Prior to joining CHC, he provided financial analysis, project management and performance improvement leadership for Mother Frances Health System in Tyler, Texas. Tod also spent a decade as Vice President of Finance for two hospitals within the Baylor Health Care System where he helped guide facility growth and financial performance. His experience spans hospitals of various sizes – from small community hospitals to large urban health care systems – and roles including Chief Financial Officer, Vice President of Financial Services, and Director of Finance.

Tod is a Board Member of the Texas Association for Healthcare Financial Administration. He holds a Bachelor of Accounting and a Master of Healthcare Administration from Texas Wesleyan University in Fort Worth.


Shelly Miland, VP Finance, Texas Health – Fort Worth

Shelly Miland began her career in healthcare in August 1979 while still in High School. Thinking she would be a physical therapist, she took a job in the hospital accounting office and never left Healthcare finance. She worked in several healthcare facilities in Oklahoma until her relocation to Texas in 1989. She began her employment with Texas Health Resources in 1998 at Texas Health Dallas, then progressed from Manager to Director at Texas Health Fort Worth in 2001. Shelly became Vice President of Texas Health HEB hospital in 2005, assuming responsibility for finance, accounting, and oversight of Springwood Psychiatric hospital, a separately licensed 50 bed hospital on the HEB campus. In 2007, she advanced to Vice President of Finance at Texas Health Arlington Memorial Hospital and assisted as the hospital converted all hospital systems to THR standard systems and opened Texas Health Heart & Vascular Hospital a 48 bed hospital within a hospital on the THAM campus. In 2014, Shelly returned to Texas Health Fort Worth as Vice President and Group Finance Officer. In her current role as Group Finance Officer, she is responsible for Texas Health Fort Worth, Cleburne, Azle, and Specialty Hospital.
Shelly has a BA in Accounting from The University of Central Oklahoma, a Master’s in Healthcare Administration from The University of Texas Arlington. She is a CPA and is a Fellow in the American College of Healthcare Executives and a Fellow in Healthcare Financial Managers Association.


Charlotte Ward, Group Finance Officer, Texas Health Resources at the Southwest Fort Worth Hospital

Charlotte graduated from Vanderbilt University with a business degree. After several years as a commercial loan officer for a large Fort Worth bank, she returned to school and earned her MBA from Texas Christian University and shortly thereafter passed the CPA exam. After several years of full time child rearing, she began her career in healthcare finance with Texas Health Harris Methodist Fort Worth. She split her time there between financial accounting, cost accounting and financial analysis. Next she went to work for Parkland Health and Hospital System in Dallas to build their cost accounting and Decision Support Department from the ground up. After seven years managing the financial analysts, budget, managed care contracting, benchmarking and the decision support departments, Charlotte returned to Texas Health Resources at the Southwest Fort Worth hospital. She is currently the Group Finance Officer over the Texas Health Southwest, Clearfork and Stephenville hospitals. She and her husband Dennis have a combined family of four grown children, ELEVEN grandchildren, a 15 year old Old English Labrador and two French Bulldog puppies!



3:55 pm         Closing Remarks