CFO 101 Meeting

cfo_101workshop-_-final

EARN UP TO 9 CPEs!

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7:30am      Registration


8:00am      Opening Remarks

renae-thomasPresented by: Renae Thomas, FACHE, Thomas & Thomas Financial Consulting

Renae Thomas, a native Texan, is a graduate of Stephen F. Austin State University with an MBA from Texas A&M University-Commerce. She has a broad base of experience
having served in the hospital industry as well as the physician realm. Renae began her healthcare career at East Texas Memorial Hospital in Lufkin, Texas as a financial analyst preparing Medicare/Medicaid cost reports for the system and all its facilities. When her family relocated to Northeast Texas for her husband’s job, she served in various financial roles in the CHRISTUS St. Joseph’s Health System in Paris, Texas. She then moved into the Controller role at Hopkins County Memorial Hospital in Sulphur Springs, Texas. Renae was also the CFO of Texas Health Presbyterian Hospital Winnsboro where she was later promoted to Administrator. Upon the sale of the facility, she entered the consulting realm and served as an interim CFO throughout Texas. She later served as the Executive Director of Employed Physician Services for Titus Regional Medical Center. The facility asked her to join them and build an employed physician model to help prepare them for the transition to having employed physicians on staff. Renae is a Past President of Texas Association for Healthcare Financial Administration (TAHFA) and served on the board of directors for 7 years. She chaired the education committee for 4 years and served on the committee for 9 years. She is also a member of the Medical Group Management Association (MGMA) and is a Fellow in the American College of Healthcare Executives (ACHE).

 


8:10am      The Path to Becoming  CFO – Building Your Leadership Strengths and Your Career for Healthcare’s Future

Werdeger – Presentation

werdegar-photoPresented by: Stefan Werdegar, Vice President, Coker Group

Stefan Werdegar is Vice President of Business Development at Coker Group. He is also part of the firm’s Executive Search division. Before joining the firm Stefan was Vice President at Tyler & Company, a national healthcare retained search firm where he led their Healthcare IT executive search practice. Prior to this Stefan was in strategic client relationship management and business development roles at Siemens Healthcare. He also spent time at Allscripts (formerly Eclipsys) in a key account management position. Prior to these positions, he spent more than seven years in enterprise information technology sales with Unisys, a worldwide IT services and technology company. Stefan is passionate about helping organizations hire the right executive talent. He has worked with clients including community hospitals, large IDNs, physician organizations, Private Equity firms, HIT/Revenue Cycle vendors and related companies. He is a frequent speaker and moderator on leadership, career development and hiring at a number of industry events (regional and national) including HIMSS, ACHE, HFMA and The Texas Association for Healthcare Financial Administration. He has taught career development classes at The University of Texas Austin and St. Edward’s University Austin. Stefan also enjoys providing career coaching for executives in a number of areas in healthcare, sales and technology. Stefan is a member of the American College of Healthcare Executives (ACHE), Healthcare Financial Management Association (HFMA) and Healthcare Information and Management Systems Society (HIMSS). He served as Vice President of Education and Vice President of Programs for Sales & Marketing Executives International of Dallas (SMEI), a 12,000-member global nonprofit association. He is also an alumni member of Pi Sigma Epsilon, a national sales and marketing organization, where he held leadership and board positions.

 

mary-anne-davisMary Ann Davis, President, Peak Performance Solutions

Drawing from her own business expertise, skills and training, Mary Anne started Peak Performance Solutions® in 1994. Today, the company is as dynamic as she is. Mary Anne is nationally recognized as a sales and management consultant and trainer. She helped her Blue Chip list of clients achieve bottom line results. Some have been voted best place to work and others fastest growing companies. Her clients are from various industries. She is the author of The Sales Messenger: Ten Lessons for Sales Success in Your Business and Personal Life. Mary Anne is a graduate of Western New England College, Springfield MA where she studied business and focused on marketing.

 


9:50 AM       Networking Break


 10:05 PM      Are You Ready for CMS Mandatory Bundled Payments? There are 3 Ways in Which a Provider can Improve Their Situation

marie-miranda-_-picturePresented by: Maria Miranda,  FACHE, Director of Reimbursement Services, BESLER Consulting

Maria has 25 years of progressive experience in healthcare administration. Her background includes Budget & Reimbursement, Contract Negotiations, Network Development, Credentialing and Denials Management. Maria has been with BESLER Consulting for 3 years. Prior to that, she worked as Northeast Regional Director of Network Development for a National Preferred Provider Organization based out of NYC. She has worked for several provider organizations in both NY and NJ including Liberty Health, Westchester Medical Center, Hospital for Special Surgery, and Memorial Sloan Kettering. Maria holds a Bachelor’s in Health Care
Administration from St. John’s University and a Master of Public Administration from Fairleigh Dickinson University. Maria is a longstanding member of the Health Care Financial Management Association and a Fellow of the American College of Health Care Executives. Maria currently serves as an Executive Board Member for ACHENJ.

renae-thomasRenae Thomas,  FACHE, Thomas  & Thomas  Financial  Consulting

Renae Thomas, a native Texan, is a graduate of Stephen F. Austin State University with an MBA from Texas A&M University-Commerce. She has a broad base of experience
having served in the hospital industry as well as the physician realm. Renae began her healthcare career at East Texas Memorial Hospital in Lufkin, Texas as a financial analyst preparing Medicare/Medicaid cost reports for the system and all its facilities. When her family relocated to Northeast Texas for her husband’s job, she served in various financial roles in the CHRISTUS St. Joseph’s Health System in Paris, Texas. She then moved into the Controller role
at Hopkins County Memorial Hospital in Sulphur Springs, Texas. Renae was also the CFO of Texas Health Presbyterian Hospital Winnsboro where she was later promoted to Administrator. Upon the sale of the facility, she entered the consulting realm and served as an interim CFO throughout Texas. She later served as the Executive Director of Employed Physician Services for Titus Regional Medical Center. The facility asked her to join them and build an employed physician model to help prepare them for the transition to having employed physicians on staff. Renae is a Past President of Texas Association for Healthcare Financial Administration (TAHFA) and served on the board of directors for 7 years. She chaired the education committee for 4 years and served on the committee for 9 years. She is also a member of the Medical Group Management Association (MGMA) and is a Fellow in the American College of Healthcare Executives (ACHE).


11:00 AM      CFO Panel: What You Wish You Would Have Known  in the Beginning


vicki-dale-croppedModerator:
Vicki Dale, Texas Regional Executive, Texas Hospital Association

Vicki Dale joined HealthSHARE in 2008 as the regional executive for North Texas. Her primary areas of focus are the Dallas-Fort Worth metroplex and Tyler. In her current role, she enjoys helping hospitals find solutions to improve their population health efforts and increase reimbursements. She believes that THA-endorsed partners provide invaluable products and services to Texas hospitals, and help them save time, generate additional revenue and improve productivity.

Dale currently serves as president-elect of the Texas Association of Healthcare Finance Administrators, which provides top quality education and regional programs to health care executives in all finance roles. She has been a member of TAHFA for five years and has served as co-chair of both the Education and Sponsorship Committees. Additionally, she is an active member of ACHE North Texas, serving on its Membership Committee, which determines the agenda of education and networking events that will occur in the region each year.

renae-thomasPanelists: Renae Thomas,  FACHE, Thomas  & Thomas  Financial  Consulting;  

Renae Thomas, a native Texan, is a graduate of Stephen F. Austin State University with an MBA from Texas A&M University-Commerce. She has a broad base of experience
having served in the hospital industry as well as the physician realm. Renae began her healthcare career at East Texas Memorial Hospital in Lufkin, Texas as a financial analyst preparing Medicare/Medicaid cost reports for the system and all its facilities. When her family relocated to Northeast Texas for her husband’s job, she served in various financial roles in the CHRISTUS St. Joseph’s Health System in Paris, Texas. She then moved into the Controller role at Hopkins County Memorial Hospital in Sulphur Springs, Texas. Renae was also the CFO of Texas Health Presbyterian Hospital Winnsboro where she was later promoted to Administrator. Upon the sale of the facility, she entered the consulting realm and served as an interim CFO throughout Texas. She later served as the Executive Director of Employed Physician Services for Titus Regional Medical Center. The facility asked her to join them and build an employed physician model to help prepare them for the transition to having employed physicians on staff. Renae is a Past President of Texas Association for Healthcare Financial Administration (TAHFA) and served on the board of directors for 7 years. She chaired the education committee for 4 years and served on the committee for 9 years. She is also a member of the Medical Group Management Association (MGMA) and is a Fellow in the American College of Healthcare Executives (ACHE).

 

shelly-miland-4Panelist: Shelly Miland, CPA, MHA, FACHE, FHFMA, VP Finance/Group Finance Officer, Texas Health Fort Worth, Cleburne, Azle, Specialty Hospital;

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.

 

james-mcnatt-croppedPanelist: James McNatt,  VP of Finance/Hospital Chief Financial Officer, Baylor Scott & White Medical Center – Carrollton;

James McNatt Jr. is currently serving as the VP of Finance/Hospital Chief Financial Officer at Baylor Scott & White Medical Center – Carrollton. He has been in his current position for almost 4 years. Prior to joining Baylor Scott & White, James was the VP of Finance/CFO for the Hospital Division of USMD. Prior to USMD, James spent 10 years in various roles at Texas Health Resources. James graduated from the University of North Texas with a BS/MS in Accounting and has been a CPA since 1998.

moorePanelist: John Moore, Executive VP/Chief Financial Officer, Parkland Health & Hospital System

CPA, joined Parkland in January 2015 from Carolinas HealthCare System in Charlotte,
North Carolina, where he served as Vice President/Chief Financial Officer since 2008.
There he was responsible for financial operations, patient accounting, Health Information Management, patient access, information systems, communications and wound care. Prior to that, Moore was Chief Financial Officer at Northwest Medical Center Oro Valley in Tucson, where he was responsible opening and staffing all financial-related areas of a de novo hospital. Moore also has served as Senior Financial Analyst for Triad Hospitals, Inc., in Plano; Chief Financial Officer at Samaritan Surgicenters of Arizona in Phoenix; and accounting manager for HCA-The Healthcare Company in Dallas. Moore earned a Bachelor of Business Administration degree from Baylor University. He is a Certified Public Accountant, and a member of the Healthcare Financial Management Association.


11:50 AM      Lunch


12:20 PM      Board Reporting/Financial Reporting – The Essentials You Need to Know

renae-thomasPresented by: Renae Thomas,  FACHE, Thomas  & Thomas  Financial  Consulting

Renae Thomas, a native Texan, is a graduate of Stephen F. Austin State University with an MBA from Texas A&M University-Commerce. She has a broad base of experience
having served in the hospital industry as well as the physician realm. Renae began her healthcare career at East Texas Memorial Hospital in Lufkin, Texas as a financial analyst preparing Medicare/Medicaid cost reports for the system and all its facilities. When her family relocated to Northeast Texas for her husband’s job, she served in various financial roles in the CHRISTUS St. Joseph’s Health System in Paris, Texas. She then moved into the Controller role at Hopkins County Memorial Hospital in Sulphur Springs, Texas. Renae was also the CFO of Texas Health Presbyterian Hospital Winnsboro where she was later promoted to Administrator. Upon the sale of the facility, she entered the consulting realm and served as an interim CFO throughout Texas. She later served as the Executive Director of Employed Physician Services for Titus Regional Medical Center. The facility asked her to join them and build an employed physician model to help prepare them for the transition to having employed physicians on staff. Renae is a Past President of Texas Association for Healthcare Financial Administration (TAHFA) and served on the board of directors for 7 years. She chaired the education committee for 4 years and served on the committee for 9 years. She is also a member of the Medical Group Management Association (MGMA) and is a Fellow in the American College of Healthcare Executives (ACHE).

Presented by: Tommy Davis, Durbin & Company, LLP

Tommy comes to us with over 16 years of accounting and consulting experience, primarily in healthcare. Tommy has been involved in public accounting and has been involved with hundreds of financial statement audits for proprietary, not for profit, and public hospitals. Tommy was a shareholder and Audit Director for Parrish Moody & Fikes, PC, based in Waco, Texas. Tommy’s experience allows him to provide various financial accounting & consulting services. Tommy is a member of HFMA. Tommy is a graduate of New Mexico State University, with a BBA in Accounting. Tommy is a CPA.


1:15 PM      Monthly/Quarterly Balance Sheet Reconciliations and Contractual Allowances

renae-thomasPresented by: Renae Thomas,  FACHE, Thomas  & Thomas  Financial Consulting

Renae Thomas, a native Texan, is a graduate of Stephen F. Austin State University with an MBA from Texas A&M University-Commerce. She has a broad base of experience
having served in the hospital industry as well as the physician realm. Renae began her healthcare career at East Texas Memorial Hospital in Lufkin, Texas as a financial analyst preparing Medicare/Medicaid cost reports for the system and all its facilities. When her family relocated to Northeast Texas for her husband’s job, she served in various financial roles in the CHRISTUS St. Joseph’s Health System in Paris, Texas. She then moved into the Controller role at Hopkins County Memorial Hospital in Sulphur Springs, Texas. Renae was also the CFO of Texas Health Presbyterian Hospital Winnsboro where she was later promoted to Administrator. Upon the sale of the facility, she entered the consulting realm and served as an interim CFO throughout Texas. She later served as the Executive Director of Employed Physician Services for Titus Regional Medical Center. The facility asked her to join them and build an employed physician model to help prepare them for the transition to having employed physicians on staff. Renae is a Past President of Texas Association for Healthcare Financial Administration (TAHFA) and served on the board of directors for 7 years. She chaired the education committee for 4 years and served on the committee for 9 years. She is also a member of the Medical Group Management Association (MGMA) and is a Fellow in the American College of Healthcare Executives (ACHE).

Tommy Davis, Durbin & Company, LLP

Tommy comes to us with over 16 years of accounting and consulting experience, primarily in healthcare. Tommy has been involved in public accounting and has been involved with hundreds of financial statement audits for proprietary, not for profit, and public hospitals. Tommy was a shareholder and Audit Director for Parrish Moody & Fikes, PC, based in Waco, Texas. Tommy’s experience allows him to provide various financial accounting & consulting services. Tommy is a member of HFMA. Tommy is a graduate of New Mexico State University, with a BBA in Accounting. Tommy is a CPA.


2:10 PM      Networking Break


2:25 PM      Eligibility and Point of Service Collection Practices that Work

Turek – Presentation

TurekPresented by: Douglas Turek, Sr. VP of Operations, Alegis Revenue Group, a MedData Company

Douglas Turek has been in the healthcare receivables industry since 2001 and is currently the Senior VP of Operations for Alegis Revenue Group, overseeing all company operations. Alegis combines legal expertise and technology driven processes to maximize reimbursement on difficult to collect hospital accounts. His law firm, The Turek Law Firm, P.C., handles third party liability, denials and other types of reimbursement litigation for hospital clients across the country. Mr. Turek has been a licensed attorney in Texas for over 19 years and is also licensed in Utah, California, Nevada, Oldahoma, Pennsylvania, Kansas, Tennessee,
Missouri, and Florida.

 


3:20 PM      Excel for CFO’s

phatakPresented by:      Ramachandra Phatak, MHA, MBBS, Reimbursement Analyst, Parkland Hospital 

Being a physician, I was quizzed over my entry into corporate structure and pure business field (Supply Chain Management). I have made most of the opportunity by accomplishing two major career leaps to current position in just 15 months. I was able to be creative and develop a thought process based on efficiency and effectiveness. Striving for continuous self-improvement, I was able to successfully apply those principles to my work. The unique mix of knowledge, education, skills and experiences instructs to think out-of-box with the sole aim of improvement in processes and quality. Always approached by colleagues to help in understanding MS Excel and Access, I always taken pride and efforts in helping everyone who comes knocking as since my school days I believe in “Teaching is learning Twice”. I can confidently call myself as an Ever Learning Super User of MS Excel and Access as these both programs surprise me with their amazing capabilities and ever expanding boundaries. These lead to mastering the creation custom formulas and equations using diligent thought process and out of box thinking to innovate, enhance functionality, efficiency and effectiveness. Looking for an opportunity that would fully utilize all my capabilities, medical knowledge and experience, analytical thought process and crave to succeed. Aims to improve the quality of healthcare for patients and stakeholders. Aspire to make use of all the experience to essentially apply and increase acceptance and value of healthcare quality measures.


4:10 PM      Making Sense (Not Cents) of Your Cost Report

Trostel – Presentation

trostel2Mike Trostel, Director, LaPorte CPA’s & Business Advisors

Mr. Trostel has over 30 years of experience in the healthcare industry. Prior to joining Blue & Co. Mike was the President of a healthcare consulting firm, specializing in reimbursement. He has worked in the areas of Medicare and Medicaid Reimbursement as a consultant and as reimbursement manager with two large national Healthcare corporations. Mr. Trostel’s experience includes cost report preparation, re-openings and appeals, Medicare/Medicaid audit assistance, reimbursement analysis, wage index review audits for a wide range of healthcare providers. He has also provided Medicare bad debt review, analysis, and log preparation assistance. Mike has provided State DSH and UC Tool preparation, audit, and appeals. He has sought exceptions to TEFRA target limitations and SNF routine cost limits in the past and had success in gaining relief for facilities. Additionally, Mike has sought geographic reclassifications, Sole community and CAH requests with success. He also has experience in setting up methodologies by which hospitals track their contractual allowances and their cost report receivable/payable. He has also assisted clients with hospital billing procedures, hospital logging support and review, financial proformas, and various “what-if” scenarios. Mike has also provided expert witness testimony to clients within the Reimbursement venue. Mr. Trostel earned a Bachelor’s of Business Administration degree from the University of Texas at Austin in Accounting. He is a member of HFMA, AICPA, TAHFA and TORCH.


5:00PM      Closing Remarks

vicki-dale-croppedPresented by: Vicki Dale, Texas Regional Executive, Texas Hospital Association

Vicki Dale joined HealthSHARE in 2008 as the regional executive for North Texas. Her primary areas of focus are the Dallas-Fort Worth metroplex and Tyler. In her current role, she enjoys helping hospitals find solutions to improve their population health efforts and increase reimbursements. She believes that THA-endorsed partners provide invaluable products and services to Texas hospitals, and help them save time, generate additional revenue and improve productivity.

Dale currently serves as president-elect of the Texas Association of Healthcare Finance Administrators, which provides top quality education and regional programs to health care executives in all finance roles. She has been a member of TAHFA for five years and has served as co-chair of both the Education and Sponsorship Committees. Additionally, she is an active member of ACHE North Texas, serving on its Membership Committee, which determines the agenda of education and networking events that will occur in the region each year.