TAHFA Road Show – Arlington

7:30 am Registration & Breakfast

7:50 am Opening Remarks


8:00am General Session

Course 180401 | CPE: 1.0 | Level: Entry | Prerequisites: None


8:50am General Session

Course 180402 | CPE: 1.5 | Level: Intermediate | Prerequisites: None

The course will provide an overview of current healthcare trends including, fraud and abuse trends. The course will then review general duties of boards and officers and close with a discussion about lessons for establishing a cohesive organized compliance response to a regulatory inquiry.

Course Objectives: 

To review why compliance with healthcare regulatory requirements is of paramount importance, and then present methods and strategies to prepare for and respond to a regulatory compliance inquiry.

Target Audience:

Department level and senior managers of healthcare facilities.


Fletcher Brown, Attorney, Waller

Hospitals, health systems, physician practices and other healthcare providers throughout Texas rely on Fletcher Brown for assistance with operational and regulatory issues ranging from contract negotiations to Stark and anti‐kickback compliance. Fletcher is Martindale‐Hubbell® AV Preeminent™ Rated and recognized by Chambers USA as a leader in Texas health law, and widely respected for his precedent‐setting work with the Texas Medicaid 1115 Waiver which helped more than 45 healthcare providers receive additional funding to expand risk‐based managed care statewide. Additionally, tax‐exempt and investor‐owned healthcare providers turn to Fletcher for guidance on policies and procedures, physician contracting, board governance, and HIPAA and HITECH patient privacy issues. By listening to his clients and providing creative solutions to the issues they face, Fletcher has earned a reputation as a go‐to attorney known for helping healthcare providers surmount day‐to‐day challenges and achieve strategic long‐term goals.


10:35am Refreshment Break


10:35am General Session

Course 180403 | CPE: 1.0 | Level: Entry | Prerequisites: None

David Tesmer

11:25am General Session

Course 180404 | CPE: 1.0 | Level: Entry | Prerequisites: None

Bill Hannah

12:15pm Lunch and Networking


1:00pm The Tax Cuts and Jobs Act of 2017: Big Changes Ahead for Healthcare Entities

Course 180405 | CPE: 1.0 | Level: Intermediate | Prerequisites: None

The Good News: What provisions did not make it in the final bill? Several key proposals directly impacting healthcare organizations did not make their way into the final legislation. What does the future hold for these provisions and how might they impact your organization if they are resurrected in future legislation?

The Bad News: What provisions made the cut and how will they impact your organization? From increased excise taxes, unrelated business income, corporate and pass-thru taxes to changes in donor giving, TCJA will have a direct impact on all healthcare organizations. Learn how your organization will be impacted.

Course Objectives: 

To develop an awareness of recent law changes and how they will impact your organization.


Target Audience:

Persons responsible for federal tax reporting in an exempt or taxable health care organizations


Paige Gerich, Partner, BKD, LLP

As industry tax leader for BKD’s South Region, Paige is charged with growth and development of not-for-profit and governmental tax services in Texas, Oklahoma and Arkansas. She has more than 30 years of experience providing tax services to a broad range of health care institutions, physician and clinical practices and other not-for-profit entities.

She also serves as industry tax leader for BKD National Health Care Group and is a former member of the firmwide Health Care Committee.

Paige performs comprehensive reviews of not-for-profit activities to identify and help mitigate exposure areas related to private inurement, intermediate sanctions, worker classification and unrelated business taxable income issues. She has extensive experience with IRS examinations, obtaining favorable determination letters, private letter rulings and closing agreements. Paige also provides tax, financial and retirement planning services for key executives, in addition to compliance and business tax services.
Continually enhancing client service is a top priority for Paige. She helped BKD develop a Form 990 risk analysis report and been instrumental in compliance and readiness projects related to the Affordable Care Act, Community Health Needs Assessments and IRS Section 501(r) regulations.
Paige currently serves on the board of the Greater Houston Women’s Chamber of Commerce. She is also a member of the American Institute of CPAs, Texas Society of Certified Public Accountants and American Health Lawyers Association. She has led several tax-focused webinars and presented to a number of industry organizations, including the Risk Management Association, Government Finance Officers Association, National Association of College and University Business Officers and Healthcare Financial Management Association.
She is a past president of the Bauer College of Business Alumni Organization at the University of Houston, Texas, and a member of the Bauer College of Business Accounting Advisory Board.
Paige is a 1986 graduate of University of Houston, Texas, with a B.B.A. degree in accounting.


Andrea Lewman, Director, BKD, LLP

Andrea provides a broad range of tax compliance, consulting and controversy resolution services to public and private middle-market companies engaged primarily in the health care, retail, manufacturing and distribution industries. A majority of her clients have either C or S corporation structures.
Andrea’s career began in Indianapolis with a large international accounting firm where she gained significant experience involving federal and state income tax planning and compliance matters as well as accounting for income taxes in accordance with generally accepted accounting principles.
She is a member of the American Institute of CPAs and Texas Society of Certified Public Accountants and a licensed CPA in Indiana and Texas. She currently serves on the board of the First Colony Community Association.
Andrea is a graduate of Indiana State University, Terre Haute, with a B.S. degree in accounting, and of Indiana University-Purdue University, Indianapolis, with an M.S. degree in taxation.


1:50pm General Session

Course 180406 | CPE: 1.0 | Level: Entry | Prerequisites: None


2:40pm Refreshment Break


2:50pm       Federal Health Care:  Deeper Than the Headlines

Course 180407 | CPE: 1.0 | Level: Entry | Prerequisites: None

The HHS Office of Inspector General (OIG) is a government watchdog charged with combating fraud, waste and abuse in Federal health care programs, such as Medicare and Medicaid. The session will review the OIG’s core mission and work plan, sample projects, and how OIG views the top challenges in Federal health care for 2018 and forward.

Course Objectives:

  • Understand the core mission and organization of the HHS OIG.
  • Gain insight about the OIG’s current priorities and the top HHS challenges for the coming year.
  • Have the opportunity to interact and ask questions about OIG processes and contacts.

Ruth Ann Dorrill, Regional Inspector General, Office of Inspector General, U.S. Department of Health and Human Services

Ruth Ann Dorrill is the Regional Inspector General for the U.S. Department of Health and Human Services in Dallas. She has led national teams in evaluating HHS programs, including a leading a series about adverse events in hospitals and nursing homes that is referenced in hundreds of academic journal articles and media publications. In 2016, she led a case study of HHS’s problematic implementation of HealthCare.gov. Ruth Ann has received the Bronze Medal for Outstanding OIG Service and the HHS Secretary’s Award for Excellence in Management. She has been a featured speaker at many healthcare conferences and is a Fellow at the Partnership for Public Service in Washington, DC.


3:40pm Closing Remarks