Preliminary Symposium Agenda

Sunday, September 21

11:00 am

Golf Tournament

Location to be announced

12:30 - 5:00 pm

Conference Registration & Exhibit Setup

Pre-Conference Concurrent Sessions

1:00 - 5:00 pm

Ethics for Texas CPAs

Richard Pitre, Ph.D., CPA

Richard Pitre is a Professor of Accounting with over 37 years of teaching experience and 30 years of experience as a small business CPA practitioner. Professor Pitre is the author of a Financial Accounting textbook. His research is multi-discipline covering such topics as Ethics, Environmental Cost Liability, Managed Care, Deferred Taxes, Hospital Effectiveness and MIS, The Small CPA Practitioner and Information System Liability, and Organizational Behavior and Citizenship. Professionally he is a member of The Texas Society of CPAs, The American Accounting Association, and The American Institute of Certified Public Accountants. He currently serves and has served on several committees and boards for these organizations.

HFMA Core Certification Coaching Course

John T. Montaine, MBA, HRM

John Montaine is a results-oriented healthcare professional who uses his 25 years of experience in clinical orthopedics, health insurance, and hospital systems to help hospitals with Revenue Cycle challenges in the including building effective relationships with payers. As a consultant for the past 5 years he has helped providers increase their revenues by leading strategic to service line assessments of opportunities in operational and financial initiatives.Prior to consulting, Mr. Montaine served as a senior executive for two large, integrated hospital systems, built and developed health plans in Texas and Florida. Before earning his MBA in healthcare, he held staff positions as an Orthopedic Surgery Clinical Assistant in academic and private group practices in Florida, Ohio, and Indiana. Mr. Montaine has been a member of HFMA since 1999, where he served as an officer, Board member, and committee chair for the TX Gulf Coast chapter until 2003, and serves in those roles currently for the South Texas chapter.

3:30 - 3:45 pm

Refreshment Break

5:30 - 6:30 pm

Welcome Reception & Exhibits

Monday, September 22

7:00 am - 6:30 pm

Conference Registration | Exhibits Open

7:00 am - 8:00 am

Continental Breakfast

7:55� - 8:00 am

Welcome | Introductions

8:00 - 9:15 am

Texas Legislative Update

R. King Hillier - Vice President of Public Policy and Government Relations, Harris County Hospital District

9:15 - 10:00 am

Medicaid Reform - Texas Style

John A. Guest - President/CEO, Teaching Hospitals of Texas

Mr. Guest will discuss planned reform of the Texas Medicaid program as contemplated by the Texas Legislature in Senate Bill 10 passed by the 80th Texas Legislature. He will place the effort in the context of potential health reform nationwide and explain expected impacts on Texas hospitals in the coming months.

John A. Guest is the President/CEO of Teaching Hospitals of Texas (formerly known as the Texas Association of Public and Nonprofit Hospitals [TAPNH]). THOT is headquartered in Austin and has sixteen members including the large metropolitan hospital districts, hospital components of The University of Texas System, and several important private, non-profit hospitals and health systems. These sixteen institutions form the backbone of the State’s trauma system, are major supporters for training the next generation of physicians through medical student and residency training, and underpin the State’s medical care system for the poor and uninsured.

John has served as chief executive officer for three major health systems during a career spanning more than thirty years. His leadership assignments include Sparks Health System in Fort Smith, Arkansas; the Harris County Hospital District in Houston, Texas and the University Health System in San Antonio, Texas. John has served as Chairman of the Texas Hospital Association and of the Texas Association of Public and Nonprofit Hospitals. He has been awarded the coveted Earl M. Collier Award for Excellence in Healthcare Administration. He has been active in improving care for the poor and uninsured throughout his career. John is a graduate of The University of Texas at Austin and holds a Masters degree in Health Care Administration from Trinity University.

10:15 - 10:30 am

Refreshment Break | Exhibits

10:30 am - 12:00 pm

CEO Panel

12:00 - 1:00 pm

Buffet Luncheon | Exhibits

1:00 - 2:30 pm

Internal Fraud and Embezzlement: Lessons from the Trenches

Angela Morelock, CPA, CFE, ABV - Senior Managing Consultant, BKD, LLP

Fraud can wreak havoc on organization's financial performance and undermine business objectives. No business is immune from the risks associated with fraud, and education is the key to prevention. Health care organizations have some unique and rampant risks for fraud and embezzlement. Angela Morelock, a senior managing consultant with BKD, LLP will share her insights into the world of internal embezzlement based on her experience investigating white- collar crime. With stories from the trenches and often overlooked prevention tips, you will be simultaneously educated and entertained during this fast-paced program designed for those with or without an accounting background. Anyone involved in business – managers, owners, board members, controllers and outside auditors – will benefit from this enlightening presentation, which discusses the symptoms management should watch for with a focus on how organizations can better protect themselves.

A leader of the forensics and dispute consulting services team, Angela provides fraud investigation and prevention assistance services for a variety of business clients in the banking, retail, wholesale, real estate, health care and services industries. She regularly provides consulting and expert witness assistance to attorneys in a variety of litigation matters.As a certified fraud examiner (CFE), Angela is responsible for resolving a wide range of allegations of fraud and white-collar crime. She has the expertise to obtain evidence, take statements and write reports, testify to findings and assist in all aspects of helping to detect and prevent white-collar crime. She also helps clients determine the amount of fraud losses, file fidelity bond claims and provide expert witness testimony in criminal and civil proceeding involving allegations of fraud. Angela then develops methods to help protect victim businesses from future fraudulent activity.

2:30 - 3:00 pm

Refreshment Break | Exhibits

3:00 - 4:15 pm

Concurrent Sessions

Session A

Physician Employment

Greg Eastin - Parkland Health and Hospital System

Session B

Organ Transplant Policies & Regulations: How Do They Affect Your Hospital?

Jim Guidry - Guidry & East

4:15 - 5:30 pm

Concurrent Sessions

Session A

Texas and Healthcare Unions: A New World

Tom H. Wilson - Partner, Vinson & Elkins, L.L.P.

Texas hospitals are no longer immune to union organization. The new union organization tactics are coming to Texas healthcare employers. Those who want to understand those tactics and how to respond should attend this presentation.

An accomplished labor and employment lawyer with 21 years of experience, Tom’s practice is solely dedicated to counseling clients on labor and employment issues. Tom is certified by the Texas Board of Legal Specialization in labor and employment law. Tom advises employers on union relations and assists them on topics ranging from union prevention to collective bargaining negotiations. His labor work has been under both the National Labor Relations Act and the Railway Labor Act. Tom’s labor clients include international airlines; oil, gas, and chemical companies; and hospitals and other healthcare employers. Tom has spent a significant amount of his time recently preparing clients, including a large hospital system, for potential corporate campaigns by unions and advising clients pertaining to union organization campaigns, the most recent of which occurred in California, Mississippi, Louisiana, Texas, and Illinois. Tom graduated from Drake University, B.A. Journalism cum laude, 1982 and University of Tennessee, J.D. with high honors, 1985. He has been recognized by Chambers USA: America’s Leading Business Lawyers in employment law.

Session B

Alternative Revenue Sources

Robert (Bob) Gray - CFO, Huntsville Memorial Hospital

5:30 - 6:30 pm

Conference Reception | Exhibits

Tuesday, September 23

7:15 - 8:15 am

Continental Breakfast | Exhibits

8:10 - 10:00 am

How to Build A Better You

Bryan J. Dodge

Bryan J. Dodge is a full time professional speaker, author, and radio personality. Bryan is possibly the busiest speaker in America last year alone he made well over 250 speaking appearances all across the US and Canada. He is the author of three professional development audio programs: “How to Build a Better You,” ”How to Build a Complete Sales Person,” and “How to Build a Purpose-Guided Life.” Bryan is the co-author of the book, “Becoming the Obvious Choice,” which has sold over 125,000 copies, and he will soon be releasing his new book, “The Good Life Rules” through a national publisher. He is also the host of the “Build a Better You” radio show which airs live on Saturday afternoons on Dallas/Fort Worth’s premier talk radio station, WBAP 820AM. Nearly 20 years ago, in his home in Colorado, Bryan Dodge began a study of success habits and leadership principles that launched his speaking career. Bryan has shared convention and seminar platforms with many of the nation’s top motivational personalities, such as Tom Hopkins, Lou Holtz, Terry Bradshaw, Brian Tracy, Og Mandino, Rodger Dawson, and Roger Staubach. His relationships with top CEOs and other nationally-known trainers have given him a wealth of knowledge that he readily shares with his listeners.

8:30 - 11:00 am

Exhibit Breakdown

10:00 - 10:30 am

Refreshment Break

10:30 am - 12:00 pm

MSDRGs | POA | Compliance

12:00 pm

Conference Adjourns Adjourns

Sunday, September 21
11:00 am	Golf Tournament Location to be announced
12:30 - 5:00 pm	Conference Registration & Exhibit Setup
	Pre-Conference Concurrent Sessions
1:00 - 5:00 pm	Ethics for Texas CPAs Richard Pitre, Ph.D., CPA Richard Pitre is a Professor of Accounting with over 37 years of teaching experience and 30 years of experience as a small business CPA practitioner. Professor Pitre is the author of a Financial Accounting textbook. His research is multi-discipline covering such topics as Ethics, Environmental Cost Liability, Managed Care, Deferred Taxes, Hospital Effectiveness and MIS, The Small CPA Practitioner and Information System Liability, and Organizational Behavior and Citizenship. Professionally he is a member of The Texas Society of CPAs, The American Accounting Association, and The American Institute of Certified Public Accountants. He currently serves and has served on several committees and boards for these organizations.
	HFMA Core Certification Coaching Course John T. Montaine, MBA, HRM John Montaine is a results-oriented healthcare professional who uses his 25 years of experience in clinical orthopedics, health insurance, and hospital systems to help hospitals with Revenue Cycle challenges in the including building effective relationships with payers. As a consultant for the past 5 years he has helped providers increase their revenues by leading strategic to service line assessments of opportunities in operational and financial initiatives.Prior to consulting, Mr. Montaine served as a senior executive for two large, integrated hospital systems, built and developed health plans in Texas and Florida. Before earning his MBA in healthcare, he held staff positions as an Orthopedic Surgery Clinical Assistant in academic and private group practices in Florida, Ohio, and Indiana. Mr. Montaine has been a member of HFMA since 1999, where he served as an officer, Board member, and committee chair for the TX Gulf Coast chapter until 2003, and serves in those roles currently for the South Texas chapter.
3:30 - 3:45 pm	Refreshment Break
5:30 - 6:30 pm	Welcome Reception & Exhibits
Monday, September 22
7:00 am - 6:30 pm	Conference Registration \| Exhibits Open
7:00 am - 8:00 am	Continental Breakfast
7:55� - 8:00 am	Welcome \| Introductions
8:00 - 9:15 am	Texas Legislative Update R. King Hillier - Vice President of Public Policy and Government Relations, Harris County Hospital District

9:15 - 10:00 am	*Medicaid Reform - Texas Style* John A. Guest - President/CEO, Teaching Hospitals of Texas Mr. Guest will discuss planned reform of the Texas Medicaid program as contemplated by the Texas Legislature in Senate Bill 10 passed by the 80th Texas Legislature. He will place the effort in the context of potential health reform nationwide and explain expected impacts on Texas hospitals in the coming months. John A. Guest is the President/CEO of Teaching Hospitals of Texas (formerly known as the Texas Association of Public and Nonprofit Hospitals [TAPNH]). THOT is headquartered in Austin and has sixteen members including the large metropolitan hospital districts, hospital components of The University of Texas System, and several important private, non-profit hospitals and health systems. These sixteen institutions form the backbone of the State’s trauma system, are major supporters for training the next generation of physicians through medical student and residency training, and underpin the State’s medical care system for the poor and uninsured. John has served as chief executive officer for three major health systems during a career spanning more than thirty years. His leadership assignments include Sparks Health System in Fort Smith, Arkansas; the Harris County Hospital District in Houston, Texas and the University Health System in San Antonio, Texas. John has served as Chairman of the Texas Hospital Association and of the Texas Association of Public and Nonprofit Hospitals. He has been awarded the coveted Earl M. Collier Award for Excellence in Healthcare Administration. He has been active in improving care for the poor and uninsured throughout his career. John is a graduate of The University of Texas at Austin and holds a Masters degree in Health Care Administration from Trinity University.
10:15 - 10:30 am	Refreshment Break \| Exhibits
10:30 am - 12:00 pm	CEO Panel
12:00 - 1:00 pm	Buffet Luncheon \| Exhibits
1:00 - 2:30 pm	Internal Fraud and Embezzlement: Lessons from the Trenches Angela Morelock, CPA, CFE, ABV - Senior Managing Consultant, BKD, LLP Fraud can wreak havoc on organization's financial performance and undermine business objectives. No business is immune from the risks associated with fraud, and education is the key to prevention. Health care organizations have some unique and rampant risks for fraud and embezzlement. Angela Morelock, a senior managing consultant with BKD, LLP will share her insights into the world of internal embezzlement based on her experience investigating white- collar crime. With stories from the trenches and often overlooked prevention tips, you will be simultaneously educated and entertained during this fast-paced program designed for those with or without an accounting background. Anyone involved in business – managers, owners, board members, controllers and outside auditors – will benefit from this enlightening presentation, which discusses the symptoms management should watch for with a focus on how organizations can better protect themselves. A leader of the forensics and dispute consulting services team, Angela provides fraud investigation and prevention assistance services for a variety of business clients in the banking, retail, wholesale, real estate, health care and services industries. She regularly provides consulting and expert witness assistance to attorneys in a variety of litigation matters.As a certified fraud examiner (CFE), Angela is responsible for resolving a wide range of allegations of fraud and white-collar crime. She has the expertise to obtain evidence, take statements and write reports, testify to findings and assist in all aspects of helping to detect and prevent white-collar crime. She also helps clients determine the amount of fraud losses, file fidelity bond claims and provide expert witness testimony in criminal and civil proceeding involving allegations of fraud. Angela then develops methods to help protect victim businesses from future fraudulent activity.
2:30 - 3:00 pm	Refreshment Break \| Exhibits
3:00 - 4:15 pm	Concurrent Sessions
Session A	Physician Employment Greg Eastin - Parkland Health and Hospital System
Session B	Organ Transplant Policies & Regulations: How Do They Affect Your Hospital? Jim Guidry - Guidry & East
4:15 - 5:30 pm	Concurrent Sessions
Session A	Texas and Healthcare Unions: A New World Tom H. Wilson - Partner, Vinson & Elkins, L.L.P. Texas hospitals are no longer immune to union organization. The new union organization tactics are coming to Texas healthcare employers. Those who want to understand those tactics and how to respond should attend this presentation. An accomplished labor and employment lawyer with 21 years of experience, Tom’s practice is solely dedicated to counseling clients on labor and employment issues. Tom is certified by the Texas Board of Legal Specialization in labor and employment law. Tom advises employers on union relations and assists them on topics ranging from union prevention to collective bargaining negotiations. His labor work has been under both the National Labor Relations Act and the Railway Labor Act. Tom’s labor clients include international airlines; oil, gas, and chemical companies; and hospitals and other healthcare employers. Tom has spent a significant amount of his time recently preparing clients, including a large hospital system, for potential corporate campaigns by unions and advising clients pertaining to union organization campaigns, the most recent of which occurred in California, Mississippi, Louisiana, Texas, and Illinois. Tom graduated from Drake University, B.A. Journalism cum laude, 1982 and University of Tennessee, J.D. with high honors, 1985. He has been recognized by Chambers USA: America’s Leading Business Lawyers in employment law.
Session B	Alternative Revenue Sources Robert (Bob) Gray - CFO, Huntsville Memorial Hospital
5:30 - 6:30 pm	Conference Reception \| Exhibits
Tuesday, September 23
7:15 - 8:15 am	Continental Breakfast \| Exhibits
8:10 - 10:00 am	How to Build A Better You Bryan J. Dodge Bryan J. Dodge is a full time professional speaker, author, and radio personality. Bryan is possibly the busiest speaker in America last year alone he made well over 250 speaking appearances all across the US and Canada. He is the author of three professional development audio programs: “How to Build a Better You,” ”How to Build a Complete Sales Person,” and “How to Build a Purpose-Guided Life.” Bryan is the co-author of the book, “Becoming the Obvious Choice,” which has sold over 125,000 copies, and he will soon be releasing his new book, “The Good Life Rules” through a national publisher. He is also the host of the “Build a Better You” radio show which airs live on Saturday afternoons on Dallas/Fort Worth’s premier talk radio station, WBAP 820AM. Nearly 20 years ago, in his home in Colorado, Bryan Dodge began a study of success habits and leadership principles that launched his speaking career. Bryan has shared convention and seminar platforms with many of the nation’s top motivational personalities, such as Tom Hopkins, Lou Holtz, Terry Bradshaw, Brian Tracy, Og Mandino, Rodger Dawson, and Roger Staubach. His relationships with top CEOs and other nationally-known trainers have given him a wealth of knowledge that he readily shares with his listeners.
8:30 - 11:00 am	Exhibit Breakdown
10:00 - 10:30 am	Refreshment Break
10:30 am - 12:00 pm	MSDRGs \| POA \| Compliance
12:00 pm	Conference Adjourns Adjourns

Preliminary Symposium Agenda

Sunday, September 21

Golf Tournament

Conference Registration & Exhibit Setup

Pre-Conference Concurrent Sessions

Ethics for Texas CPAs

Richard Pitre, Ph.D., CPA

HFMA Core Certification Coaching Course

John T. Montaine, MBA, HRM

Refreshment Break

Welcome Reception & Exhibits

Monday, September 22

Conference Registration | Exhibits Open

Continental Breakfast

Welcome | Introductions

Texas Legislative Update

R. King Hillier - Vice President of Public Policy and Government Relations, Harris County Hospital District

Medicaid Reform - Texas Style

John A. Guest - President/CEO, Teaching Hospitals of Texas

Refreshment Break | Exhibits

CEO Panel

Buffet Luncheon | Exhibits

Internal Fraud and Embezzlement: Lessons from the Trenches

Angela Morelock, CPA, CFE, ABV - Senior Managing Consultant, BKD, LLP

Refreshment Break | Exhibits

Concurrent Sessions

Physician Employment

Greg Eastin - Parkland Health and Hospital System

Organ Transplant Policies & Regulations: How Do They Affect Your Hospital?

Jim Guidry - Guidry & East

Concurrent Sessions

Texas and Healthcare Unions: A New World

Tom H. Wilson - Partner, Vinson & Elkins, L.L.P.

Alternative Revenue Sources

Robert (Bob) Gray - CFO, Huntsville Memorial Hospital

Conference Reception | Exhibits

Tuesday, September 23

Continental Breakfast | Exhibits

How to Build A Better You

Bryan J. Dodge

Exhibit Breakdown

Refreshment Break

MSDRGs | POA | Compliance

Conference Adjourns Adjourns

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