august, 2017

17aug - 18All DayHFMA Lone Star Summer Institute4400 N O Connor Rd, Irving, TX 75062Las Colinas Country Club


17 (Thursday) - 18 (Friday) CST


Las Colinas Country Club

4400 N O Connor Rd, Irving, TX 75062

Register Now

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HFMA Lone Star

Event Details

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View Summer Institute Agenda Brochure

Is your company interested in Event Sponsorship? Please view the Sponsorship Prospectus Here

Thursday, August 17, 2017

7:30am – 8:30am     Registration and Breakfast

Special Thanks to our Breakfast sponsor

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8:30am – 9:30am    Sustaining the Momentum – How to managed through the uncertainties of the Texas 1115 Waiver renewal and the federal push to reduce healthcare spending in the Medicaid program

Course: 170801 | CPE: 1.0 | Level: Intermediate | Prerequisites: None

The push to reduce Medicaid spending has never been so great.  For Texas, there is good reason to believe that this could play out as CMS and HHSC continue to negotiate terms of the 1115 Waiver renewal.  Regardless of this federal push, the continued maturation of the 1115 Waiver program requires all participating organizations with DSRIP projects to determine the disposition of their projects and rethink their approach and structure to the DSRIP program.   Further, the UC funding quagmire will require organizations receiving such funds to determine how they will finance the future cost of the Medicaid shortfall and the cost of caring for those who have no insurance coverage.  Many uncertainties exist regarding UC funding levels and the impact of the UC disallowance appeal.    This course will provide a current update to the dynamic realities of today’s Medicaid program and, in addition, review the new opportunities and complexities found in the Medicaid Uniform Hospital Rate Improvement Program (UHRIP).  This will include discussion of the impact of the 8 newly approved Local Provider Participation Funds (LPPF) in Texas.    This program will be of benefit to anyone who has to make decisions regarding the impact of Medicaid funding on operations and for those finance leaders who project, budget, and account for Medicaid uncompensated care funding.

Course Objectives:

This course is designed to provide a current update on the 1115 Waiver renewal, with emphasis on future UC funding levels and critical new DSRIP requirements, and to educate attendee’s on the new UHRIP Medicaid funding program in development in Texas.

Target Audience: 

Accountant, Reimbursement Director, Budget Director, Controller, and C-Level/CFO’s

Dave Picture croppedPresented by David Salsberry, Owner/Consultant, v2V Healthcare Advisors

David C. Salsberry is an advisor to several healthcare organizations seeking assistance with performance improvement, business process/system optimization, population health financial strategy, 1115 Waiver/Medicaid supplemental payments, and revenue cycle optimization. He has over 25 years of experience as a healthcare leader and CFO in several complex organizations including community not-for-profit, academic, and public hospital organizations.   His consulting clients have included Texas Health Resources, Mount Sinai Health System, Dallas Children’s Health System, West Virginia United Health System, Baylor College of Medicine, MHMR of Tarrant County, and University of North Texas Health Science Center.  He has provided strategic, financial and tactical assistance to organizations implementing the Texas, NY and Arizona 1115 Waivers and the UHRIP program


9:30am – 10:30am     Fair Market Value and Commercial Reasonableness – Insight from the C-Suite

Course: 170802 | CPE: 1.0 | Level: Entry | Prerequisites: None

This course will provide a high-level summary of what the fair market value standards and commerical reasonableness concepts are, why they are imporant and then provide real world experiences and practical takeaways for hospital and health system management.

Course Objectives:

Help hospital and health system management better understand the compliance risks surrounding physician contracting and associated payments as well as provide practical takeaways through real world examples.

Target Audience:

C-Level Finance, Compliance and Operations individuals involved in decision making process around physician contracting and compensation issues.

Giannini croppedPresented by Neil Giannini CPA/ABV, Senior Managing Consultant, BKD, LLP

Neil is a member of BKD’s National Health Care Group and the firm’s Physician Services Center of Excellence. In his role as a Managing Consultant, he provides a variety of transaction and compliance consulting services to health care organizations including fair market value analyses, compensation consulting and hospital-physician alignment consulting.
Prior to joining BKD, Neil provided similar health care and physician related consulting services at a large regional CPA firm. His background and technical experience with health care arrangements include physician employment, professional services, medical directorship, physician management and on-call services agreements.

Neil is a member of the American Institute of CPAs (AICPA), Indiana CPA Society and Healthcare Financial Management Association. He holds the Accredited in Business Valuation (ABV) credential through the AICPA.

He serves as board president for the Domestic Violence Network of Greater Indianapolis. Neil is a graduate of the Krannert School of Management at Purdue University, West Lafayette, Indiana, with a B.S. degree in accounting.

Tammy Walsh croppedPresented by Tammy Walsh, Director, BKD, LLP

Tammy is a member of BKD’s National Health Care Group and the Physician Services Center of Excellence. She provides consulting services to provider groups and health care organizations related to physician compensation, hospital-physician alignment, revenue cycle, process improvement, budgeting and compliance.
Prior to joining BKD, Tammy provided financial leadership for a 900+ physician multi-specialty non-profit group as well as a small specialty for profit physician owned organization. Tammy has also provided CFO services in the managed care space for the top two payer entities in Texas.
Tammy has owned her own health care financial consulting services business and has provided financial consulting for an international accounting firm. Tammy is an adjunct professor teaching Masters of Healthcare Administration candidates courses in Healthcare Finance and Leadership. Tammy is a member of the Healthcare Financial Management Association and serves on the board of directors for the Lone Star Chapter.

10:30am – 10:45am      Break

Break Sponsorship Opportunity – $200 See Sponsorship Prospectus Here


10:45am – 12:15pm       Dr. Robot Will See You Now: Artificial Intelligence and the Future of Personalized Care

Course 170803 | CPE: 1.5 | Level: Entry/Intermediate |Prerequisites: None

Industry analysts IDC predicts that 30 percent of providers will use cognitive analytics against patient data and real world evidence for personalized medicine by 2018. A leading think tank warns that 1 in 3 jobs in UK will be replaced by robots over the next 20 years. The Artificial Intelligence (AI) revolution is here and everywhere. Its impacts and implications are shaping up the future of healthcare. This interactive session will introduce the foundation of AI, Machine Learning, and Deep learning using easy-to-understand terms and relatable examples, with emphasis on their practical uses in healthcare and how they transform personalized medicine and population health. Legal, ethical, and moral concerns for AI will be addressed.

Course Objectives:

• Explain the concepts, trends and development in AI, Machine Learning and Deep Learning in an easy and relatable way
• Discuss the practical uses of many AI applications in healthcare and
• Describe how AI transforms the future of medicine and personalized patient care


Anyone interested in the future of healthcare.

Sam King 2APresented by Sam King, MPH, MBA, CPHIMS, CPHQ, FHIMSS, FHFMA, Chief Information and Innovation Officer, CareZoom and Faculty, University of Southern California

Sam is a seasoned healthcare executive and faculty with 25+ years of experience in health IT, healthcare finance, big data analytics, and continuous quality improvement, including in the role of COO, CIO, VP of Analytics, Senior Director, Director of Medical/Healthcare Informatics. He is a faculty at UC Irvine and USC Price School of Public Policy.

Sam currently is the Chief Information and Innovation Officer for a healthcare startup. He is a long time HFMA volunteer serving in many national, region and chapter roles (including HFMA National Advisory Council, SoCal Chapter President-elect, National Board of Examiners, CHFP Exam Standard Setting Committee, Yerger judge, Region 11 Education Committee Co-Chair and Chair). Additionally, He served as President of HIMSS SoCal Chapter with over 2,400 members, Chair of the HIMSS National Chapters Task Force, and on HIMSS National Davies Committee on the use of HIT and EHRs. He received HFMA Bronze, Silver, Gold, and Medal of Honor, and several Yerger Special Recognition awards. He received the 2012 HIMSS National Chapter Leader of the Year Award. Under his presidency HIMSS SoCal chapter received HIMSS National Chapter of the Year award in 2011. He is a frequent speaker/moderator at national and professional conferences addressing health IT and healthcare finance challenge facing our society. He trains healthcare leaders in the US and internationally.



12:15pm – 1:15pm     Lunch  Presentation

Special Thank you to our lunch sponsorDHG_Healthcare_Vertical_Logo



Effects of Exercise and Nutrition on Metabolism

Course: 170804 | CPE: 1.0 | Level: Entry | Prerequisites: None

This course will teach how the metabolism reacts to its surroundings, how we change and manipulate the metabolism, and what exercise and nutrition helps benefit it.

Hammer picture croppedPresented by Mickey Hammer, Metabolic Specialist/Personal Trainer, LifeTime Fitness of Flower Mound

Mickey is a Metabolic Specialist, Personal Trainer, and TEAM Instructor at LifeTime Fitness. He has worked as a personal trainer at the University of Arkansas and has interned with professional teams. Mickey has a Bachelors in Kinesiology from Southern Arkansas University and his Masters in Exercise Science, University of Arkansas. He is a NSCA Certified Strength and Conditioning Specialist, a Functional Movement Specialist, and USA Track and Field Level 1 certified.


1:15pm – 2:15pm     Our Turbulent Quest for Value: BCBSTX’s Story on the Affordable Care Act

Course: 170805 | CPE: 1.0 | Level: Intermediate | Prerequisites: None

This course will provide a high-level overview of Blue Cross and Blue Shield of Texas’ insights as a payor participating in the Affordable Care Act. This course will also discuss the necessary steps this customer-owned insurer is taking toward leading the industry in the fee-for-value evolution.


McClure photocropPresented by Shara McClure, Divisional Senior Vice President, Texas Health Care Delivery, Blue Cross Blue Shield

Shara McClure is divisional senior vice president (DSVP) of Texas Health Care Delivery at Blue Cross and Blue Shield of Texas (BCBSTX). She is responsible for Provider Network Management and Operations for BCBSTX’s group, government, and retail products. Based in Richardson, Shara leads the efforts across all product segments to develop and implement provider contracting and service strategies to ensure competitiveness, contain unit cost, improve member access, and add value through alternative payment systems.

Shara has been with BCBSTX since 2005. Prior to being named DSVP in 2017, Shara served as vice president of Network Management, overseeing provider relations, contracting, and value-based care programs statewide. Shara also serves as the enterprise chairperson of Women Improving the Strength of the Enterprise (WISE) business resource group throughout all five state plans.


2:15pm – 3:15pm     Alice in Contractland: Advice and Adventures in Healthcare Service Contract Management

Course: 170806 | CPE: 1.0 | Level: Entry | Prerequisites: None

This course is designed to guide service contract stakeholders (Executives, Business operations management, Subject Matter Experts, etc.) through the phases of the contracting process: award, negotiations, formation and oversight. It will present best practices and troubleshooting for common obstacles in the contracting process.

Course Objectives:

Provide stakeholders in a healthcare services contract with the tools to navigate
the contracting process, and to foresee (or troubleshoot) any obstacles.

Target Audience:

C-Level, Business Off, Operations

Photo - Rachael Smiley cropped

Presented by Rachael Smiley, Attorney, Law Offices of Judith W. Ross

Rachael Smiley has advised businesses and public institutions in variety of transactions and disputes since 2008. Rachael currently practices commercial bankruptcy and business reorganization law at The Law Offices of Judith W. Ross in Dallas, Texas. From 2014-2017, she served as Manager of the Office of Contracts Management at UT Southwestern Medical Center, negotiating agreements on behalf of the University and its Hospitals. She received her J.D., cum laude, from Southern Methodist University in 2008, and her B.A., magna cum laude, from Texas Christian University in 1999.


3:15pm – 3:30pm     Break

Break Sponsorship Opportunity – $200 See Sponsorship Prospectus Here

3:30pm – 4:30pm     Arkansas: A State of Innovation

Course: 170807 | CPE: 1.0 | Level: Entry | Prerequisites: None

In September 2013, Arkansas became the first state in the nation to receive approval from the federal government for a Section 1115 demonstration waiver to require most adults who are newly eligible for coverage through the Affordable Care Act’s (ACA) Medicaid expansion to enroll in Marketplace plans. As a result of this coverage, Arkansas has been able to drive down its uninsured rate and reduce uncompensated care costs.


Presented by Representative Charlie Collins, State Representative, Arkansas House of Representatives

Rep. Charlie Collins of Fayetteville is serving his fourth term in the Arkansas House of Representatives.  He represents District 84, which includes part of Washington County.

For the 91st General Assembly, he serves as chair of the House Insurance and Commerce Committee.  He also serves on the House Revenue and Taxation Committee and the Joint Budget Committee.

For the 90th General Assembly, he served as chair of the House Insurance and Commerce Committee, and was named Co-Chairman of the Health Reform Legislative Task Force.  During the 89th General Assembly, he served as chair of the House Revenue and Taxation Committee.

Rep. Collins is a small business owner.  He is a graduate of Franklin High School in Michigan.  He is a veteran and received a bachelor’s degree from the U.S. Naval Academy.  He earned a master’s degree in quantitative economics from George Washington University.  He and his wife, Leeann, have four children: two sons, and two daughters.


Presented by Senator Jonathan Dismang, Senate President Pro Tempore, Arkansas Senate

Senator Jonathan Dismang represents Senate District 28, which is comprised of Prairie County and parts of Arkansas, Lonoke, Monroe, White and Woodruff Counties.  Serving his third term in the Senate, he has been elected twice as President Pro Tempore for the General Assembly.  At 36, he was the youngest Senate President in the state’s history.  He is also the youngest in the United States to currently hold that post.  He is a member or vice chairman of 19 legislative committees and subcommittees.

Senator Dismang was elected to the Arkansas House of Representatives in 2008 to serve House District 49.  He was elected vice chairman of the Freshman Caucus and recognized by his peers for his outstanding leadership ability.  He was elected to the senate in 2010.  In January 2014, Governing Magazine recognized him as one of 12 “Heavy Hitters” in legislatures across the nation. His legislative work has focused on Arkansas’s business climate and economic development, health care reform, and child advocacy.

Regionally and nationally, Senator Dismang is active with several key organizations including the Southern Legislative Conference, the National Conference of State Legislatures, the American Legislative Exchange Council, and the Council of State Governments.  He serves as vice chairman of the Fiscal Affairs & Government Operations Committee and on the Executive Committee for SLC.

A native of Maynard, Arkansas, Senator Dismang graduated from Beebe High School, and is an honor graduate of Harding University with degrees in accounting and economics.  Professionally, Senator Dismang provides financial oversight services with an emphasis in real estate.  He is married to the former Mandy Staggs and together they have two children, Cade and Sawyer.  They are members of the Church of Christ.

4:30pm – 5:30pm     A Virtual Reality for Texas

Course: 170808 | CPE: 1.0 | Level: Intermediate | Prerequisites: None

The passage of SB 1107 may open the floodgates for virtual healthcare in Texas. Physicians and health systems now have the freedom to explore exciting new ways of delivering better quality outcomes for their patients. This course will describe the new
legislation in Texas and discuss the potential it has unlocked for providers.

Course Objectives:

  • Navigate the requirements of the various regulatory bodies governing the practice of telemedicine in Texas
  • Discuss the opportunities (and threats!) for health systems in Texas, following regulatory changes
  • Explore the strategic possibilities for virtual health
  • Examine innovative virtual health services throughout the universe

Mike Siegel croppedPresented by: Mike Siegel, Management Consultant, Texas Care Alliance

Mike is Management Consultant with Texas Care Alliance (TCA). He serves the organization’s 12 member healthcare systems and aligned physicians in their collective pursuit of The Triple Aim. In his role, Mike spearheads several initiatives aimed at expanding access to care, improving patient outcomes and decreasing the per capita costs of delivering care. Before joining TCA, Mike completed an administrative residency with Tenet Health in Dallas. Mike earned an M.B.A. in Healthcare Administration from Baylor University in Waco, TX. He also holds an M.A. from The Ohio State University and a B.B.A. from Emory University.


6:00pm – 8:00pm     Cool River Reception and Networking

Great Opportunity for Fun Networking

Sponsorship Opportunity available – $500 See Sponsorship Prospectus Here

If interested in Speed Mentoring visit the event page: HERE


Friday, August 18


7:30am – 8:30am     Registration and Breakfast

Special Thank you to our Breakfast Sponsor:    

8:30am – 9:30am     Charge Capture Re-Vitalized

Course: 170809 | CPE: 1.0 | Level: Intermediate | Prerequisites: None

This presentation will focus on our new Charge Capture program and how we have re-structured our process to reduce the quantity, gross dollars and post-discharge days with Late Charges. A large focus on reporting and building outside vendor relationships will also be discussed.

Course Objectives: Reducing Late Charges, Charge Reconciliation, and Executive Reporting


Presented by Lena Tisten, Director-Revenue Integrity & Compliance, CHRISTUS Health

Lena Tisten is the Director of Revenue Integrity and Compliance at CHRISTUS Health, providing support with ChargeMaster and Charge Capture programs. Her passion for improving charge capture has resulted in a range of success through financial reporting, leadership support and enhanced vendor relationships.

Lena received a Bachelor’s of Science degree from Indiana University with a focus in Healthcare Administration and Economics. Throughout her 15 year career in the Healthcare industry, Lena has worked in various aspects of the Revenue Cycle including Patient Access, Patient Financial Services and HIM. She also serves on the Leadership Development Team to help develop other healthcare leaders.

9:30am – 10:30am     Don’t Have a Clue About the CDM? It’s Elementary, Watson!

Course: 170810 | CPE: 1.0 | Level: Intermediate | Prerequisites: None  

The Charge Description Master (CDM) is a critical component of the Hospital Revenue Cycle. Not only does the CDM link directly to all patient revenue, it provides key information for utilization, management reporting, cost accounting and compliant billing. This webinar is designed for individuals wishing to gain an understanding of CDM basics or for individuals new to the CDM.

Course Objectives:

  • Gaining knowledge of key definitions and concepts of the CDM
  • Identifying standard data elements contained in the CDM
  • Recognizing the impact of the CDM on departmental management
  • Understanding the importance of an established maintenance process

Bonnie P. Morris photo croppedBonnie Morris, RN, BSN, MBA, Director, Professional Services/Revenue Cycle Integrity, Vitalware

Bonnie Morris’s career in the healthcare industry spans more than 20 years and includes clinical pediatric services, medical auditing and revenue cycle consulting. Bonnie has earned recognition as a subject-matter expert for Charge Description Master Management and Charge Capture. Throughout her career, she has guided many projects to facilitate compliance, revenue cycle management and accurate claims submissions. Ms. Morris is a Registered Nurse with a Bachelor’s degree in Nursing from Baylor University. She also received a Master of Business Administration degree in Health Care Management from the University of Dallas.

10:30am – 10:45am     Break

Break Sponsorship Available – $200. See Sponsorship Prospectus Here

10:45am – 11:45am     The Pulse of Cybersecurity

Course: 170811 | CPE: 1.0 | Level: Advanced | Prerequisites: None

A look at current cybersecurity and their risk to healthcare operations. Discussions around what you can do both individually and to support your company.

Darnell cropPresented by Clayton Darnell, Information Security Operations Manager, Baylor Scott & White Health

Clayton Darnell is the Security Operations Manager for Baylor Scott & White Health. He holds a Bachelor of Science in Information Security and Assurance, is a CISSP and Certified Ethical Hacker. Clayton holds over 10 years of experience and a lifetime of passion for security and technology. He transitioned into the healthcare 2 years ago, bringing with him experience from the defense, restaurant, and private consulting industries.

11:45am – 12:30pm     Lunch and Presentation by Austin Street Center

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Special Thank you to our Lunch Sponsor:

12:30pm – 1:30pm     Redesigning the Reimbursement Function for Today’s Transformative Environment

Course: 170812 | CPE: 1.0 | Level: Intermediate | Prerequisites: None

The session will present Mercy Healthcare’s story of the evolution of their traditional reimbursement service model. As the industry continues to change, it was necessary for Mercy to adjust and change many of their business practices, including their reimbursement process.

Trent Messick cropPresented by Trent Messick, Partner, DHG Healthcare

Trent leads DHG Healthcare’s Reimbursement Practice which is comprised of over 50 professionals working with clients across the country. Trent has over 25 years of experience and is a nationally recognized expert on third party reimbursement matters. Trent works with clients to interpret the ever changing regulatory environment.



bilie jeanPresented by Billie Jean Mounts, Chief Reimbursement Officer, Mercy Health

Ms. Mounts serves as the Chief Reimbursement Officer for Mercy Health in Cincinnati, Ohio. In this role Ms. Mounts is responsible the oversight of all of the regulatory reporting functions for both federal as well as state specific requirements in the states where Mercy Operates. Mercy Health is a Catholic healthcare ministry serving Ohio and Kentucky. With more than 34,000 employees in eight regions, it is one of the largest healthcare systems in the country. At each one of the more than 450 points of care, Mercy  deliver high-quality, compassionate care with one united purpose: to help our patients be well in mind, body and spirit.

1:30pm – 2:30pm     Clash of Cultures: A Brief Look at Ethics and Incentives in Healthcare

Course: 170813 | CPE: 1.0 | Level: Entry/Intermediate | Prerequisites: None

The Course will look at two ethical issues: mergers, acquisitions and affiliations, and Chargemasters. Financial managers will see how MHA Programs prepare their students to consider these issues and may therefore anticipate how new hires and recent graduates might influence organizations in the future.

Ostensen linkedinMartin Ostensen, JD, MBA, MHA, MHA Program Director, UNT Health Science Center

Martin Ostensen is an accomplished business leader with multi-faceted expertise in strategic, legal, fiscal, service and administrative leadership. His core competencies include adult education, business acumen, strategic planning, strategic leadership, leadership, and stakeholder relations.

Martin was the inaugural leader of Legal Aid Alberta’s (LAA) Legal Services Centres, and successfully directed the change in LAA’S business model. He led a 128-member business unit to provide high quality first point of contact service.

Presently, Martin holds faculty appointments with the School of Public Health (SPH) and Texas College of Osteopathic Medicine at the University of North Texas Health Science Center (UNTHSC), Fort Worth, and in the Neeley School of Business at Texas Christian University. Currently, he is the Director of the Master of Health Administration Program, and an Assistant Professor in the Department of Health Behavior and Health Systems.