27 (Wednesday) - 29 (Friday) CST
Tanglewood Resort Hotel
290 Tanglewood Circle, Pottsboro, TX 75076
Take advantage of the conference discount room rate of $129* per night at the Tanglewood Resort & Conference Center. Here’s how you can make your hotel reservation today:
*Please note that cost is before resort fee and tax
HFMA Lone Star & HFMA Oklahoma Chapters
Special Opportunity for Provider Bundle Tickets Available Learn about Exhibit and Sponsorship Opportunities!
Special Opportunity for Provider Bundle Tickets Available
Learn about Exhibit and Sponsorship Opportunities!
The Tower Lounge
Course: 170901 | CPE: 1.5 | Level: Entry | Prerequisites: None
The main question to answer: Can we trust anything they say or do? Includes a review of the latest RACTrac Survey and what it all means
Topics covered include:
What rules are the RAC supposed to be obeying?
• WHAT are the current review time limits?
• WHAT are the current ADR Limits?
• WHAT qualifies as a Discussion Period?
• WHAT is CMS using to measure and enforce RAC accuracy rates?
• WHAT are the most egregious RAC “options” for audits?
• WHAT might happen when these contracts expire?
• WHEN will the RACs be allowed to do Status reviews again?
• WHY you should really be prepared to Attack denials at Level 1.
How and when does a RAC Auditor look at your record?
• WHAT are the types of audits?
• WHAT is the Audit Process?
• WHAT qualifies as a Discussion Period?
• WHAT are key documentation elements they look for?
• WHAT do they look for in other documents in the record?
• HOW does consistency or a lack of it look to an auditor?
Ernie de los Santos is Faculty Chair and Founder of Appeal Academy, and the popular online talk show, “Finally Friday!”. He writes regularly for Appeal Academy, and provides marketing strategy and lead generation for vendors and consultants. Before entering the healthcare industry in 2006, he spent over 20 years in research and development of marketing and production, working on projects for Fortune 100 corporations, including Coca-Cola, Kodak, and the International Olympic Committee. Before that, he spent 10 years in B2B sales and marketing for Sony and Panasonic. He holds a BA in Anthropology and Computer Science, and an MBA in Marketing.
Course: 170902 | CPE: 4.0 | Level: Entry/Intermediate | Prerequisites: None
To help healthcare professionals distinguish themselves with mastery of federal prompt payment laws, ERN/The National Council of Reimbursement Advocacy has organized a comprehensive PROFESSIONAL CLAIMS COMPLIANCE GOVERNMENT PROGRAM (PCCP-GOV) that takes registrants into a half-day boot camp on cases and laws that relate to timely reimbursement and prevent improper denials from Medicare Advantage, VA and ERISA Payors.
Ed Norwood, President, ERN/The National Council of Reimbursement Advocacy
Ed Norwood has been recognized as a unique and distinctive authority in transitional leadership and administrative laws that govern the healthcare delivery process.
Few have blazed the trail of success in the same inimitable style as Ed. With an entrepreneurial story which is both entertaining and inspiring, Ed has a seasoned, realistic perspective that inspires people: “It’s never too late to become what they might have been” (Eliot.)
Multi-faceted, with a creative ability to inspire his audience, Ed combines his healthcare influence and expertise with his passion to help providers advocate for medically appropriate healthcare and protest decisions that cripple the healthcare delivery system.
Course: 170903 | CPE: 1.0 | Level: Entry | Prerequisites: None
Anticipated changes in health insurance coverage, the federal fiscal situation, and the transition to value based reimbursement for both public and private payers pose both opportunities and challenges to health systems. This session will discuss key health policy issues that will impact providers and offer strategies to manage anticipated risk.
1) Anticipate changes in health policy
2) Understand implications for hospitals, health plans, and physician practices
3) Develop strategic responses to prepare your organization
Chad Mulvany is a healthcare finance policy director for the Healthcare Financial Management Association. Based out of Washington, DC he is responsible for analyzing the implications of legislative and regulatory developments on healthcare providers and is also a contributor to HFMA’s Value Project research. Chad is a regular columnist in HFM, the HFMA magazine and speaks frequently on issues related to health reform.
Chad is a Fellow of the HFMA and holds a Masters of Business Administration from the University of Maryland. He is active with the Virginia Chapter of HFMA where he has served as a past board member.
Course: 170904 | CPE: 2.0 | Level: Entry | Prerequisites: None
In today’s healthcare world, change seems never ending. Value based reimbursement, physician integration, the Affordable Care Act, and other healthcare initiatives are all shifting the way healthcare organizations manage their revenue cycles. When healthcare providers are required to adapt to significant legislation changes, it opens the opportunity to create new best practices that will positively address challenges in production and revenue.
In this session, leading industry experts in revenue cycle management, motivation, and strength based leadership will review key strategies the best organizations use to keep their revenue cycle healthy and their staff strong. This proactive and insightful approach to revenue cycle management will blend familiar concepts and emerging practices to help you enhance financial performance, improve processes, and minimize risk. You will leave this session with a solid idea of how to better navigate the highs and lows of change while avoiding any disorienting jolts in your path. Change is unavoidable… the key to success is in how you manage the change.
At the end of this session, participants will:
The primary target for this presentation is leaders and up-and-coming leaders that are managing processes and people in the business office. The discussion is a combination of strengths-based management systems, industry trends and best practices. It’s a holistic approach to Revenue Cycle Management that drives associate engagement levels, knowledge, and innovation.
Mr. Mathia has served the healthcare industry by building great teams and communicating powerful brand visions for over 27 years. His extensive knowledge of the healthcare industry coupled with a strong focus towards serving others has enabled him to develop high-performing teams who are making a positive impact for healthcare providers across the nation. Mr. Mathia earned his undergraduate degree in Business Communications from Dana College in Blair, Nebraska, and his Masters of Business Administration (MBA) degree from Bellevue University in Omaha, Nebraska.
Course: 170905 | CPE: 1.0 | Level: Entry | Prerequisites: None
New teaching and learning methods have evolved in recent years as universities work to prepare their students for positions in healthcare financial management. As the teaching methods have changed, curricular design has also evolved to include new topics related to payment models, provider compensation and the increasing use of clinical informatics. It will be informative to financial managers to see how schools prepare students for healthcare careers and train them to be future healthcare leaders. This information can be used to assess performance by new hires and recent graduates of competency based learning programs.
The course will explain and discuss competencies in financial management, interactive learning, assessing student attainment of competencies, and the role accrediting agencies play in the development of changes in curriculum, teaching, and learning.
Anyone in hospitals, health systems, or healthcare related organizations.
After working for 22 years in the healthcare industry at various senior management positions in hospitals and health systems, I accepted a position at the University of Oklahoma Health Sciences Center as a faculty member in the Department of Health Administration and Policy. Eleven years later I continue to teach and was recently appointed Department Chair by the Dean of the College. I am an attorney and a CPA, both licenses granted by California. I served as Chapter President of the Oklahoma HFMA Chapter in 2000-2001 and I earned the designation FHFMA during my career in healthcare.
Course: 170906 | CPE: 1.5 | Level: Entry | Prerequisites: None
Lee Boles, CFO, Hunt Memorial Hospital District
Douglas has over thirty three years experience in financial operations. Industry experience includes both general acute care and specialty hospitals and health systems as a Chief Financial Officer, Vice President – Finance, Corporate Compliance Officer and Controller. Have managed treasury functions, executed tax exempt and taxable financings, prepared budgets and financial projections, and conducted due diligence and feasibility studies for acquisitions, divestitures and joint ventures. In addition have designed and redesigned business processes for operational efficiencies to include internal controls, policies and procedures as well as coordinated internal and external audits. Experience includes physician and Board relations, financial statement presentations and analysis. Background also includes the management of decision support, budget, revenue cycle including patient accounting, admitting, reimbursement, health information management, case management and quality assurance as well as general accounting, information technology, clinical informatics, materials management, and environmental services. Additional experience includes eight years in public accounting specializing in health care auditing and consulting.
Mary Garber graduated from Stratford High School where she enjoyed being on the basketball team. She played college basketball in Nebraska and moved back to Ada where she graduated from East Central University. She obtained a degree in accounting and shortly thereafter passed the CPA exam.
Mary has worked in several industries including construction, working for Gallup Construction Company, legal services where she served as Vice President of Finance and Investor Relations for Pre-Paid Legal Services, now Legal Shield, manufacturing, as President of Hart Tackle Company and banking, as a Vice President of commercial lending at Vision Bank. While there she attended SMU in Dallas and obtained a graduate degree in banking. Mary is currently in healthcare serving as the Vice President of Finance for Mercy Hospital Ada for the past 8 years.
She has been involved in many community activities and boards over the years, and is currently serving on the Board of Directors of The Compassion Outreach Center, St. Joseph Catholic Church and Citizens Bank. Mary is married to Dr. John Garber. Together they enjoy traveling and spending time with their 6 children and 11 grandchildren. The Garbers reside in Ada.
Course: 170907 | CPE: 1.0 | Level: Entry | Prerequisites: None
The presentation will discuss the unique position tribal programs have in caring for an underserved population in southeast Oklahoma. Emphasis will be placed on financial impact, implications of tribal sovereignty and unique financial and revenue cycle issues for tribal programs and the communities they serve.
Course Objectives are to familiarize the audience with:
Brian Wren Pharm.D. BCPS is the Chief Analytics and Revenue Officer at the Choctaw Nation Healthcare Authority. He has leadership responsibilities related to overall revenue cycle management and is also responsible for the data analytics program utilized to improve the administrative and financial performance of the Health System. Additionally, Mr. Wren is also very active in tribal self-governance and consultation activities with federal agencies in areas that impact tribally delivered healthcare.
Mr. Wren has over 19 years’ experience in Healthcare including previous positions as Clinic Director for Choctaw Nation and Pharmacy Director at Hastings Indian Medical Center in Tahlequah, OK. He Received his Doctor of Pharmacy Degree from the University of Oklahoma.
Thank you to our Sponsors and Exhibitors
16 (Monday) 8:30 am - 17 (Tuesday) 3:15 pm CST
Dallas Marriott Las Colinas
223 West Las Colinas Boulevard, Irving, TX 75039
The DHG Healthcare Hospital Cost Report Training is a comprehensive program providing an in-depth presentation of the Medicare cost report and the key factors that drive reimbursement. By [...]
The DHG Healthcare Hospital Cost Report Training is a comprehensive program providing an in-depth presentation of the Medicare cost report and the key factors that drive reimbursement. By experiencing a combination of lectures, class discussions and story-telling, participants will not only expand their knowledge, but also enhance their ability to assess unique reimbursement issues within their organizations.
25% off for HFMA Members! Enter code Lonestar25
8:30 – 8:40 Welcome and introductions
8:40 – 9:40 Medicare Disproportionate Share Hospital (DSH)
9:40 – 9:50 –Break—
9:50 – 10:50 Medicare Disproportionate Share Hospital (DSH) (cont.)
Indirect and Direct Medical Education reimbursement
10:50 – 11:00 –Break–
11:00 – 12:00 Indirect and Direct Medical Education reimbursement (cont.)
Nursing and Allied Health Education reimbursement
12:00 – 12:45 –Lunch—
12:45 – 1:45 Wage Index
Wage Index geographic reclassification
2:00 – 2:10 Welcome and introductions
2:10 – 3:05 Clinic strategies
3:05 – 3:15 –Break–
3:15 – 4:15 Clinic strategies (cont.)
Worksheet S-10 and Charity Care
8:30 – 9:30 Medicare bad debts
9:30 – 9:40 –Break–
9:40 – 10:40 Medicare bad debts (cont.)
10:40 – 10:50 –Break–
10:50 – 11:40 Understanding the cost report settlement process
Reconciling the cost report settlement
11:40 – 11:45 Final Questions and Review
11:45 –Working Lunch—
11:45 – 11:50 Welcome and introductions
11:50 – 12:20 CAH Overview, History & Requirements
Fundamental Financial Principle for CAHs
12:20 – 12:40 Cost Report Settlement Worksheets
12:40 – 1:00 Cost Allocations
1:00 – 1:40 Non-Reimbursable and Non-Core Services
1:40 – 1:50 –Break—
1:50 – 2:40 Physician Compensation
2:40 – 3:00 Clinic Strategies
3:00 – 3:15 Final Questions and Review
(Friday) 8:00 am - 6:30 pm CST
Dallas Marriott Las Colinas
223 West Las Colinas Boulevard, Irving, TX 75039
HFMA Lone Star
more information coming soon! Earn up to 8.00 CPE's Sponsorship opportunities available! Click Here for more information. 8:00am - 9:00am Registration & Breakfast
more information coming soon! Earn up to 8.00 CPE’s
Sponsorship opportunities available! Click Here for more information.
Course: 171001 | CPE: 1.0 | Level: Entry | Prerequisites: None
As professional women, our journey has been paved with challenges and opportunities. In fact, opportunities often lie in the midst of challenges that are tackled head-on. This presentation will explore one woman’s story of moving past circumstances and on to bigger and better options. By sharing our stories, we gain hope and encouragement to both improve ourselves and make a difference in the world around us.
Penny Cermak serves as the CFO for Baylor Scott & White Health (BSWH) – Central Texas. BSWH is the largest not-for-profit healthcare system in Texas, with over $11B in assets. Ms. Cermak has been employed in the field of healthcare finance since 1996.
Ms. Cermak is a member of the HFMA National Board of Directors and serves on their Executive Committee. She has also served on numerous additional joint venture and community boards.
Ms. Cermak was the recipient of the Austin Business Journal’s 2015 Best CFO Award in the Non-profit category and was inducted into Illinois State University’s College of Business Hall of Fame in February 2017.
Ms. Cermak received her Bachelor’s and Master’s degrees in Accounting from Illinois State University. She now resides in Temple, Texas, with her husband, Mark, and daughter, Eve.
Course: 171002 | CPE: 1.0 | Level: Entry | Prerequisites: None
Working on the business side in the male dominated world of professional sports, Kellie has seen her fair share of ethical dilemmas. She will share several anecdotes and provide some tips to help you stay fair in a foul world.
Kellie Fischer was appointed Chief Financial Officer of the Texas Rangers in March of 2005. She oversees all financial matters and purchasing for the Texas Rangers and serves on the Board of Directors for the Texas Rangers Baseball Foundation. Kellie joined the Rangers in 1999 and has served in many roles for the Rangers former parent company, Southwest Sports Group, and the Dallas Stars.
Prior to joining the Rangers, Kellie spent four years at PricewaterhouseCoopers LLP in the audit division of the Dallas office. She earned her B.A. in accounting from Baylor University in 1995 and is a Texas CPA. Kellie is a member of The Dallas Assembly, International Women’s Forum, and is an alumna of Leadership Dallas.
Kellie’s commitment to the community extends beyond the doors of the Texas Rangers.
She serves on the Arlington Chamber of Commerce Executive Committee, the Finance Committee of the Susan G. Komen Race for the Cure and the Arlington Chamber of Commerce. Kellie also serves on the Board of Directors for the North Texas Commission and the Arlington Chamber of Commerce.
She was named the 2010 Chief Financial Officer of the Year for private mid-size companies by the Dallas Business Journal, the 2012 Chief Financial Officer Game Changer of the Year by the Fort Worth Business Press, the recipient of the 2013 Herbert H. Reynolds Outstanding Young Alumni Award of the Baylor University Alumni Association, and one of the Dallas 500 Business Leaders by D Magazine in 2015.
Course: 171003 | CPE: 1.5 | Level: Intermediate | Prerequisites: None
Michael Gerber created a multi-million $ global company focused on helping entrepreneurs “work on your business, not in it.” Let’s apply the same compelling principle to you and your professional world. When did you last spend dedicated time and effort strategically looking at how you are working?
Leading people and organizations is demanding. Shorter deadlines, tighter budgets, higher revenue targets, and distracted employees are today’s norm. It is imperative that you, as the leader, periodically stop, focus and think about where you are, where you want to go, what resources you have to take you there and what might you need. With your foundation inspected and shored up, you are refreshed and equipped to lead others to do the same.
We will consider, given life’s daily speed and information load how to most effectively:
As a Certified Coach, Gigi Blair’s passion is helping busy professionals create space in their lives to increase clarity, focus and productivity. End result? Her clients make decisions and move forward with confidence, grace and agility.
A Texas native, Gigi counts two professional experiences as life changing. First, working at The University of Texas Southwestern Medical School allowed her to see the human spirit daily triumph adversity; and second, as a management consultant she saw the challenges people face while creating and sustaining change. With her call to coaching solidified, she created her company How You Live, Lead and Look…Because How you are Remembered, Matters. Gigi’s has degrees from Baylor University and Southern Methodist University, possesses the Certified Coach designation via the International Association of Coaching and completed a two-year Fellowship with the CS Lewis Institute.
Course: 171004 | CPE: 1.0 | Level: Entry | Prerequisite: None
Being a professional woman can be difficult in many male-dominated industries and navigating to top leadership of your organization comes with a host of challenges for many women. In this session, you will learn how fear may be holding women back from reaching their fullest potential. The speaker will share personal stories and strategies for how she has tackled her career and will inspire and energize you to tackle your own future growth with some great take-away ideas.
Debbie is a member of BKD National Financial Services Group and leads the Houston and Dallas financial services practices. She has more than 25 years of experience providing audit and consulting services to a variety of financial institutions, broker-dealers, investment advisory firms and funds.
In addition to providing audit and attestation services to these organizations, her experience includes Sarbanes-Oxley implementations, Federal Deposit Insurance Corporation Improvement Act of 1991 internal control structure designs, implementations and reviews, regulatory compliance functions, mergers and acquisitions and developing internal audit programs and systems. Debbie educates boards and audit committees related to fiduciary responsibilities and trains financial accounting personnel and management teams in many types of financial organizations.
Debbie is a member of the American Institute of CPAs and Texas Society of Certified Public Accountants. She actively participates in the Texas Bankers Association, Subchapter S Bank Association and Independent Bankers Association of Texas (IBAT). She is on the IBAT Leadership Division board and a recipient of the IBAT President’s Award.
Course: 171005 | CPE: 1.0 | Level: Intermediate | Prerequisites: None
Linda Elliott, President of Elliott Connection, LLC, is a leading expert in making quality connections for businesses. She is recognized as a professional connector in the business world. It is essential to be able to connect effectively with others to succeed in life. Linda will share her insights and advice on how that can be accomlished. This presentation will be focused on building quality relationships in order to enhance your business and personal life!
Everyone, but primarily C-level.
Linda has been very involved in both business and the community. she has served on 20+ professional, civic and charitable boards. Currently, she serves on the University Health System Foundation Board. She’s also active in the National Association of Women Business Owners (NAWBO) where she has served in multiple capacities including President. She has been recognized numerous times as the quintessential business matchmaker/connector and has been honored with several awards. Linda created a unique members-only organization called Healthcare Think Tank. Membership consists of professionals who do business in the healthcare industry, but are not providers. There are now four chapters: San Antonio, Austin, Houston, and Dallas.
Course: 171006 | CPE: 1.0 | Level: Entry | Prerequisite: None
The Raw Truth is a sworn in pledge, it tells you exactly what you don’t want to hear, it tells you who you are, it reveals your pain and bruises.
Women of Courage (WOC) is a non-profit organization established in 2014 by Brenda Hampton, Founder, President and CEO. WOC’s vision is to help women who have been victims of domestic violence, rape, assault, and sexual harassment. As a former victim of domestic violence, sexual assault and rape, Brenda started training at a young age learning self-defense and awareness. Brenda took her power back and now teaches women techniques of prevention. Her goal is obtainable – to help prevent women from ever becoming victims in life.
Course: 171007 | CPE: 1.5 | Level: Entry| Prerequisites: None
Lisa Whelchel will be talking about the benefits of friendships, not only for our emotional health but also our physical health. She will share her own story of learning the importance of friendships in her own life using examples of her failures, foibles, fumbles and, ultimately, healing triumphs.
Lisa Whelchel was born on May 29 in Littlefield, Texas. At age 13, her first professional acting experience was as a Mouseketeer for Walt Disney’s “The New Mickey Mouse Club.” Ms. Whelchel is perhaps best known for her starring role as Blair Warner on NBC’s “The Facts of Life” for nine years.
Her first book, “Creative Correction” released October 2000 and has sold over 200,000 copies. She went on to write over a dozen more books including, “The Facts of Life and Other Lessons My Father Taught Me,” “The ADVENTure of Christmas,” “The Busy Mom’s Guide” Series, and her most recent, “Friendship For Grownups.”
Ms. Whelchel is also an international speaker and has toured with “Women of Faith,” “Extraordinary Women” and “Women of Joy.” Lisa participated in Season 25 of CBS’s “Survivor: Philippines.” She tied for second place and won the Sprint “Player of the Season” as awarded by the fans of the show.
Thank you to our Reception Sponsor DHG Healthcare!