This program contains a total of 18.5 CPE credits if all possible sessions are attended.

Learning Objectives: At this Conference, participants will be able to obtain healthcare specific education, including recent developments in Accounting, Auditing, Tax and industry updates. The Instruction Method for all conference sessions is Group Live.

Conference Registration

Sunday, March 26th @12:00 pm – 6:30 pm

Confronting Exemption Erosion — How are you protecting the foundations of your tax-exempt status?

Sunday, March 26th @1:00 pm – 1:50 pm Concurrent Session

Course 170300 | CPE: 1.0 | Level: Intermediate | Prerequisites: None

This session will provide an in-depth understanding of how the ground on which health systems’ exemptions are based is shifting, including a discussion of the consequences of not being vigilant and proactive in protecting that status.  The panelists will touch on exemption erosion risks such as  threats to property tax exemption, reasonableness of compensation, unrelated business income, Section 501(r), IRS and state tax audits, tax exempt bonds, and legislative developments.  They will also discuss how to mitigate those risks while strengthening tax-exempt foundations.

Joyce Hellums, Southwest Region Leader, Ernst and Young, LLP |

Joyce is the Southwest Region Leader of Ernst & Young, LLP’s Exempt Organizations practice, with over 30 years of tax and public accounting experience.  She represents taxpayers before the IRS, including audit assistance and dispute resolution before the National Office and Appeals Division of the IRS; she has worked with EY’s legislative coalitions to bring taxpayer comments before the IRS National Office. Joyce has extensive experience assisting with reorganizations of multi-entity companies, obtaining and maintaining tax-exempt status, and planning and tax compliance services in US and foreign markets.

Diane Bean, Tax Senior Manager, Ernst and Young, LLP |

Diane L. Bean is a member of EY’s Exempt Organization Tax services. She advises clients on the tax compliance reporting requirements of US Federal Form 990 and related state reporting requirements.  Diane’s responsibilities include assisting clients and EY personnel with the preparation of those returns and related tax advisory services. She serves primarily large health care systems in the Midwest.

Diane has led numerous instructional courses covering the Form 990, including specific topics such as preparing group returns and addressing Internal Revenue Service notices, as well as dealing with Reportable Transactions and the Final Regulations under Section 501(r).

Managing Denials: Covering all the Bases

Sunday, March 26th @1:00 pm – 1:50 pm Concurrent Session

Course 170301 | 1.0 CPE | Level – Basic | No Prerequisites

PwC will describe the critical strategies and infrastructure for effectively managing denials in today’s evolving healthcare market.  CFOs and revenue cycle managers alike will learn the core infrastructure required to most effectively identify denials, diagnose root causes and effect sustainable change throughout the entire revenue cycle workflow.  They will also learn some of the most innovative approaches to operating that infrastructure from some of the leading healthcare providers across the nation.  Using these innovative approaches, attendees will be able to effect immediate improvements in both initial denial and denial turnover rates.

Jon Souder, Director, PricewaterhouseCoopers LLC | Jon is a Director in PwC’s Health Industries Advisory practice focused on Revenue Cycle Management.  He is a seasoned healthcare executive with over 16 years of consulting experience focused entirely on healthcare.  In his career Jon has led back office centralizations for large, multi-hospital health systems, led post-merger integrations for large business process outsourcing groups, and worked with private-equity firms to improve performance in their healthcare portfolios.  Most recently, Jon has focused his attention of helping established integrated delivery systems and new healthcare entrants to understand changing consumer expectations and the anticipated impact on how we manage the revenue cycle process from pre-access functions like scheduling and financial clearance through the back-office collections process.

Jacob Shurbet, Manager, Health Industries Advisory, PwC | Jacob has worked extensively with several nationally recognized healthcare providers assisting with shared service design as well as implementation and transformational initiatives. Jacob has specifically been involved in large redesign engagements focused on process implementation and optimization in an effort to achieve significant financial improvement. Most recently, he has been a part of several engagements focused on Epic implementation program management, physician enterprise business development and strategy, A/R reduction, business office consolidation, pre-service and patient intake design, and healthcare regulation preparedness opportunities. This work involved understanding the issues surrounding the healthcare ecosystem and working with clients to make critical changes to drive sustainable value.

Medicare Updates for 2017

Sunday, March 26th @1:50 pm – 2:40 pm Concurrent Session

Course 170302 | 1.0 CPE | Level – Basic | No Prerequisites

This session will focus on the changes coming to Medicare providers as they relate to Final IPPS Update (Rates, VBP, Readmission adjustments, HAC adjustments, DSH at 25%); Cost Report Impacts (Uncompensated Care Payments, S-10, EHR, Meaningful Use, Outlier settlements); Interim OPPS Update; Two Midnight rule and what this will mean; Physician and other fee schedule items; summary.

William (Bill) Galinsky, CPA, FHFMA, Vice President Government Finance, Baylor Scott & White Health | Bill’s current role is Vice President for Government Finance at Baylor Scott & White Health, where he has been for the last 14 years.  Bill is an Advanced Member and Fellow of HFMA, and a past president Lone Star Chapter.  Bill has been an HFMA member since 1990 with most of those years as part of the Lone Star Chapter.  He is also a member of AHLA.  Bill has nearly 30 years of experience in healthcare finance and reimbursement.  He began his career with Blue Cross and Blue Shield of Texas on the provider audit team.  Since then Bill spent some time as part of the national healthcare consulting practice of Ernst & Young and has spent the last 20+ years on the staffs of healthcare systems in the Carolinas and Texas.  His positions have included Reimbursement Manager/Director, Director of Financial Planning, and Controller.

Steve Hand, CPA, MPA, FHFMA  |

Steven W. Hand, CPA, MPA, FHFMA is the AVP of Government Reporting-Operations for Memorial Hermann Health System in Houston, Texas – the largest Not-for-Profit system in the greater Houston area. He has over 28 years of healthcare experience which includes a big four accounting firm, fiscal intermediary (MAC), and several healthcare systems.  He works actively with HFMA, Texas HPAC & THA in many of the governmental areas.

Steve has been a member of HFMA since 1991 and has served as president of the Texas Gulf Coast Chapter.  He has also served as the Regional Executive for Region 9. He also served with HFMA’s Board of Examiners Accounting and Finance group, the Chapter Advancement Team (CAT), and the National Advisory Council.  Steve has received the Follmer Bronze, Reeves Silver, the Muncie Gold Merit Awards and Medal of Honor. He is currently serving as one the Region 9 Co chairs and as Region 9 Treasurer.

Revenue Cycle Insourcing vs Outsourcing

Sunday, March 26th @1:50 pm – 2:40 pm Concurrent Session

Course 170303 | 1.0 CPE | Level – Advanced | No Prerequisites

This course will provide advanced background and content to enable organizations with an expert understanding of how to evaluate current revenue cycle performance improvement opportunities, and whether or not these should be handled internally or through an external partner.

The decision on how best to implement change is not solely driven within a vacuum by technology, staff, leadership, or third party expertise. Through relevant education, case studies, and first-hand examples, the course will guide leaders to understand the complex factors and decisions that should go into best leveraging available resources to maximize collections directly within the organization (or through leveraging a third party).

This course is recommended for leaders within HealthCare Revenue Cycle who would like to understand how to best evaluate, design, and drive improved change throughout their organization. The content is most relevant to: PFS Directors, Revenue Cycle Directors, CFO’s, CIO’s, Controllers, or other C-Level Executives.

Matt Onesko, Associate Director, Navigant Consulting |

Matt Onesko is an Associate Director with Navigant Consulting. In his role as Associate Director, Matt is primarily responsible for project delivery and oversight, internal methodology development oversight, and is a recognized Healthcare Revenue Cycle and HIS Systems expert. He is a seasoned director and has considerable experience both evaluating and developing optimized revenue cycle operational, technical, and outsourcing improvements. Matt leverages his deep expertise of HIS solutions including but not limited to Epic, Cerner, McKesson, MEDITECH, and GE, as well as his extensive track record of client KPI and metric improvement. Prior to his career at Navigant, Matt worked for Epic Systems Corporation.

340B Data Integrity is Key

Sunday, March 26th @2:40 pm – 3:30 pm Concurrent Session

Course 170304 | 1.0 CPE | Level – Intermediate | No Prerequisites

Maintaining records for inventory replenishment and accurate reporting of national drug codes (NDC) on claims is paramount to the integrity of the 340B program. Being able to truly provide the best outcomes at the lowest cost is driven by the data and content that resides in the formulary systems and communicated to the patient bill via the Chargemaster or financial accounting system.

Kathy Schwartz, Solutions Owner & Associate VP of Strategic Messaging, Craneware | Kathy Schwartz is an industry veteran with 12 years of pharmacy, finance and 340B experience. She has focused on the Primary NDC Management, 340B compliance for evaluation of purchases compared to Op volume on charges and 340B integrity for collaboration between pharmacy and finance.

Kathy is also an accomplished speaker, recently participating in the 2015 HFMA MAP: “Enterprise Pharmacy and Supply Chain Revenue Integrity”, the 2015 Webinar: “Pharmacy Cost Management and Reimbursement in Cerner”, the 2015 Webinar: “Pharmacy Cost Management and Reimbursement in Epic” and the 2016 Webinar: “JW modifier- 3 Data Challenges in Pharmacy and Top 3 Pharmacy Overbilling Risks”.

Andrew Berg, Professional Services Manager, Craneware | Andrew Berg holds a PharmD and finance degree from the University of Iowa. He founded the Austin Health Tech Meetup Group – a group of 1000+ likeminded people leveraging healthcare and technology. Andrew has worked in both retail and clinical pharmacy settings, and is passionate about the business of healthcare and all the innovation possible.

Does Patient Satisfaction Matter?  Let the Data Lead the Way

Sunday, March 26th @2:40 pm – 3:30 pm Concurrent Session

Course 170305 | 1.0 CPE | Level – Intermediate | No Prerequisites

The emergence of new value-based care and payment models emphasizes the complex relationships between patient satisfaction, financial measures and clinical outcomes. It’s crucial to develop a strategy for identifying and acting on the relevant data that encourages collaboration between the clinical and financial leaders within healthcare organizations.  It starts with the Patient Financial Experience.

Even though recent survey data shows that patients who don’t understand their financial obligations give lower scores on patient satisfaction surveys, the financial aspect of the Patient Experience has been insufficiently considered and addressed by the marketplace.  Financial leaders must uses data to strategically focus on the patient financial experience for real-time decision making, process improvement, and measuring outcomes.

This session will highlight the benchmarks important to identify internal trends and provide actionable information to decision makers that will help transform their organizational culture.

Suzanne K. Lestina, FHFMA, CPC, Vice President, Revenue Cycle Innovation, AvadyneHealth,| In this role, Suzanne works on executing strategies that will lead the industry in next-generation revenue cycle concepts.  In addition, leveraging innovative tools and technology Suzanne will help customers implement change that will transform their revenue cycles and help them achieve positive outcomes.

Prior to joining AvadyneHealth, Suzanne was HFMA’s director of revenue cycle MAP where she served as the technical expert and consultant for HFMA’s MAP product line(s) and served in an advisory capacity regarding the technical aspects of revenue cycle performance improvement.  Suzanne has extensive revenue cycle experience, including revenue cycle consulting and hospital revenue cycle leadership roles in the Chicago area.

Generational Price is Right

Sunday, March 26th @3:45 pm – 5:00 pm Keynote Session

Course 170306 | 1.5 CPE | Level – Advanced | No Prerequisites

Global businesses are in the early stages of being rocked by the arrival of a new and powerful generation, Millenials. They are the first generation to rival Baby Boomers in population size. They are now showing up at work with their own set of expectations, attitudes, and values.

With four distinct generations working shoulder to shoulder in today’s business and nonprofit organizations, each carrying a unique set of attitudes, values, and work styles. It used to be that the “older” workers were bosses and the “Millennials” took orders. Now, roles are drastically different and the rules of the workplace are being challenged.

“Generational Price is Right” offers a unique opportunity to learn new strategies for Attracting, Retaining & Engaging all four of the generations at work today!

Attendees will learn:

How to collaborate with the four different generations at work to improve employee engagement and cusomer satisfaction.

Sherri Elliott-Yeary, Generational Expert, Speaker, Coach, and Author | Sherri Elliott-Yeary, speaker, author and consultant, is a trail-blazer in the generational diversity movement. She made quite an impact with the publication of her first book, Ties to Tattoo’s: Turning Generational Differences Into A Competitive Advantage, earning her an endorsement from the Dallas Mavericks and the Society For Human Resource Management (SHRM). She is an acclaimed researcher, human capital expert, and generational keynote speaker who provides critical insight on how to collaborate, not collide, in the workplace. She brings a new perspective to understanding and influencing different generations while sharing proven strategies on how to Attract, Retain & Engage across the generational gap.

Conference Registration

Monday, March 27th @7:30 am – 4:00 pm


Monday, March 27th @7:30 am – 8:30 am

Early Careerist Breakfast Session

Monday, March 27th @7:00 am – 7:50 am General Session

Course 170307 | 1 CPE | Level – Basic | No Prerequisites

Invitation Only.

During this session you will learn about the career paths of some successful leaders within healthcare, consider perspectives from these leaders regarding how an early careerist should approach career and professional development and receive advice on how you can be relevant and successful in today’s healthcare finance environment

Sherri Elliott-Yeary, Generational Expert, Speaker, Coach, and Author | Sherri Elliott-Yeary, speaker, author and consultant, is a trail-blazer in the generational diversity movement. She made quite an impact with the publication of her first book, Ties to Tattoo’s: Turning Generational Differences Into A Competitive Advantage, earning her an endorsement from the Dallas Mavericks and the Society For Human Resource Management (SHRM). She is an acclaimed researcher, human capital expert, and generational keynote speaker who provides critical insight on how to collaborate, not collide, in the workplace. She brings a new perspective to understanding and influencing different generations while sharing proven strategies on how to Attract, Retain & Engage across the generational gap.

Wes Fountain, Chief Financial Officer, Methodist Healthcare System | Mr. Wes Fountain has served as Chief Financial Officer (CFO) for Methodist Healthcare System since 2014 in San Antonio, Texas.

In his current role, Mr. Fountain manages financial operations for Methodist Healthcare System, San Antonio’s second largest employer and one of the nation’s leading health care providers in transplant, pediatric, obstetrics, cardiology, neurosurgery and oncology services.

Previously, Mr. Fountain was the CFO of Methodist Hospital in San Antonio, one of the largest private hospitals in the nation. With more than 25 years of health care finance experience with Hospital Corporation of American (HCA) ®, Mr. Fountain has served in the capacity of CFO for nearly 20 years at nine different hospitals.


Methodist Healthcare System in San Antonio encompasses eight acute care facilities, two freestanding emergency departments and employs more than 10,000 people with an affiliated medical staff of 2,700 physicians in all specialties. In 2014, the health care system provided services to 96,000 inpatients and 413,000 outpatients.

Mr. Fountain is active in several community organizations including Healthcare Financial Management Association’s South Texas Chapter and a chapter representative for the Region 9 LINK Committee.

Accelerating Innovation In Healthcare

Monday, March 27th @8:00 am – 9:15 am General Session

Course 170308 | 1.5 CPE | Level – Basic | No Prerequisites

Healthcare is substantially more expensive in the US than in any other country, yet our health outcomes rank 34th worldwide, which puts us between Costa Rica and Cuba.  The failure of the healthcare system is really a failure of innovation, which in every other industry has driven down costs and improved productivity and outcomes.  Just think of email and how it has changed communications…except in healthcare where it is generally shunned.  The health system can be changed to accelerate innovation and increase the focus on better outcomes at lower costs.  The Dell Medical School at UT Austin is ideally situated to take a big risk on encouraging this transformation.

S. Claiborne “Clay” Johnston, MD, PhD, Dean of the Dell Medical School, University of Texas at Austin | Since March 2014, Clay Johnston has served as the inaugural Dean of the Dell Medical School at the University of Texas at Austin.

Clay has authored more than 300 publications in scientific journals and has won several national awards for his research and teaching. In particular, he has published extensively in the prevention and treatment of stroke and transient ischemic attack. He is perhaps best known for his studies describing the short-term risk of stroke in patients with transient ischemic attack and identifying patients at greatest risk, and also for his work related to measuring the impact of research. He has led several large cohort studies of cerebrovascular disease and three international multicenter randomized trials, two of which are ongoing.

Cybersecurity and Your Medical Records – Who’s in YOUR DATA?

Monday, March 27th @9:15 am – 10:30 am General Session

Course 170309 | 1.5 CPE | Level – Basic | No Prerequisites

How confident are you that a computer hacker doesn’t have access to your banking, credit card or healthcare information? The pace and sophistication of data breaches is growing all the time. Anyone with valuable data can be a target – and likely already is.  In the past, cybersecurity tools and processes have focused more on prevention than on quick detection and rapid response. Organizations often don’t find indicators of compromise soon enough, nor are they responding to these incidents and removing them quickly enough. They also need the capability to predict future trends based on past and current behavior. Let’s discuss.

Pete Walsh, CEO, Velocity Intelligence Group | Peter Walsh is the CEO of Velocity Intelligence Group.  Previously, Walsh was the CIO – Dallas Cowboys; regional CIO – Nokia Americas; Head of Sports & Entertainment for AT&T; and worked on the US Space Shuttle program at NASA.  Walsh brings extensive technology and business experience in the government, telecommunications, cybersecurity and consulting industries and has relevant international business experience.

Ed Marx, EVP/CIO, Advisory Board & NYC Health + Hospitals | Edward W. Marx, is an executive vice president of the Advisory Board (Clinovations) on loan to New York City Health & Hospital where he serves as an information technology leader. His responsibilities include leadership of the electronic health record implementation as well as developing leaders and leveraging technologies to enable superior business and clinical outcomes. Additionally, Edward is the governor-appointed chairman of the Texas Health Services Authority, providing leadership over health information exchange. He has served in this position since 2010. Concurrent with his healthcare career, he served 15 years in the Army Reserve, first as a combat medic and then as a combat engineer officer.

Bill Oaks, Director of  Information Technology, Huntsville Memorial Hospital | William “Bill” Oaks joined the Information Technology team at Huntsville Memorial Hospital in 2014. Bill currently serves as the hospital’s Director of  Information Technology. Immediately after joining the organization Bill began aggressive program modernizing the Hospital infrastructure, implementing a virtualization strategy, creating a Hospital Cyber Security program, and implementation of 24/7/365 real-time network  monitoring. Mr. Oaks’ career has spanned more than 30 years in technical and leadership roles in virtually every IT related business sector.

Michael J. Savoie, Ph.D., President and CEO of HyperGrowth Solutions, Inc | Michael Savoie is President and CEO of HyperGrowth Solutions, Inc., a company specializing in the integration of business and technology.  He has over 25 years of experience in Cyber Security, Data Vulnerability, Strategy, , Engineering, Operations and Information Systems.  Dr. Savoie is an internationally recognized public speaker, serves as a consultant to numerous companies, and is currently a technology advisor to federal, state, and local governments.  The second edition of his book Building Successful Information Systems was published by Business Expert Press in July 2016.

Revenue Integrity Black Holes

Monday, March 27th @10:45 am – 12:00 pm General Session

Course 170310 | 1.5 CPE | Level – Basic | No Prerequisites

This presentation will describe some of the reasons why black holes exist in healthcare highlighting many of today’s challenges such as billing requirements, charge description master maintenance, the role of key performance indicators, and the impact of technology.  The presentation will also cover the relationship of people, process, and technology using real world examples.

The presentation is designed for anyone in the finance and operations areas who play a role in the revenue cycle from Billing Representative to Chief Financial Officer, and will provide an appreciation of why black holes are so common today and some recommendations on how to prevent this revenue leakage.

Robert S. Jones, MBA, CPAT, Director, IMA Consulting, Inc. | Rob has over 20 years in the healthcare financial management industry, and has served as the Director of Revenue Enhancement at IMA Consulting since 2010.  Before serving in this role, Rob was the Vice President of Patient Financial Services for Mercy Health System.  In that position, Rob was responsible for a multi hospital centralized business operation focused on billing, accounts receivable management, customer service, account maintenance, and contract compliance.

Prior to his position at Mercy Health System, Rob was a Senior Consulting Manager with IMA Consulting.  He joined IMA Consulting as a Senior Consultant in 1998 with operational leadership experience and front line working knowledge of billing operations, payer adjudication, and payment processes.  His expertise includes hospital and physician billing and accounts receivable operations, revenue cycle improvement, cash acceleration, development of key performance indicators, documenting and implementing policies and procedures, facilitation of third party contracts and relationships, budgeting, reimbursement analysis, development of denial management strategies, and operational assessment and restructuring.

Diane L. Robinson, CRCE-I, CRIP, RHIA, Senior Consultant, IMA Consulting| Diane possesses extensive management experience in revenue cycle and operations with emphasis on financial management, facility billing, accounts receivable, and charge description master (CDM) maintenance. Previously, Diane was Director responsible for a corporate level CDM Dept. for a large multi-facility system under 2 reimbursement methodologies.  The Department maintained new charges/services identified by the departments, third party changes, governmental special requirements, and coding updates. She performed detailed reviews which included identifying CPT and HCPCS level II codes to be deleted, added or replaced; assigning CPT and HCPCS specific codes when appropriate; identifying description changes, and ensuring the nomenclature reflected the procedures performed. The position included revenue integrity functions such as revenue cycle and charge capture audits, researching billing and compliance issues, systemic reporting issues.

Robin Brown-Stovall, Sr. Director, Revenue Integrity and Billing Compliance , Thomas Jefferson University Hospitals  | Robin Brown-Stovall, MBA, RHIA, CPC – As the Sr. Director of Revenue Integrity and Billing Compliance at Thomas Jefferson University Hospitals, Inc., one of the nation’s premier health care systems providing world class clinical care, Robin is responsible for the oversight and management of the Hospital’s Revenue Integrity and Billing Compliance program where she is accountable for the identification and correction of revenue cycle processes and systems that lead to lost revenue opportunities as well as ensuring compliance with federal, state and 3rd party payer billing requirements.   Robin leads the creation and oversight of revenue integrity processes to ensure that every chargeable procedure, item or service is coded, documented, captured, billed and paid according to the terms of government guidelines and 3rd party payer contracts.

Robin’s prior work experience included serving as the Compliance Officer for Reimbursement and Privacy Officer at Thomas Jefferson University and Jefferson University Physicians for over ten years as well as the Chief Compliance Partner at Nemours. Other specialty areas include 340B Compliance, Epic Resolute Hospital Billing, Revenue Integrity, Single Bill Office (SBO) as well as Diversity and Inclusion initiatives.

Do you know Joe?: Humanizing Healthcare Analytics

Monday, March 27th @1:00 pm – 1:50 pm General Session

Course 170311 | 1.0 CPE | Level – Basic | No Prerequisites

You will learn how understanding consumer data activates individuals towards better health and wellness and how you can leverage that for revenue opportunities. Anyone who is taking risks in healthcare reimbursement should attend. The benefit is knowing the benefit of consumer data and how to make it profitable.

Ken Erickson, CEO, Health Lumen | An accomplished executive and entrepreneur, Ken is a leader in startup ventures, consultant/broker relationships, employer benefit design, risk based and bundled network development and contracting. He as a proven history of success in increasing profitability, improving performance, and cultivating productivity in sensitive, fast-paced environments in highly competitive industries.

Carrie Cowdin, VP Analytic Solutions Development, Health Lumen | Carrie brings over 20 years of experience in healthcare with a focus on business intelligence, technology services, and marketing systems. Previous to joining the Health Lumen team she was the owner of her own consulting firm, Cachet Consulting.

Physician Integration Panel – How various TX health systems are working to integrate their physicians into their strategies

Monday, March 27th @1:50 pm – 3:05 pm General Session

Course 170312 | 1.5 CPE | Level – Basic | No Prerequisites

Panel discussion exploring the different ways representative TX health systems are collaborating with their physicians throughout their system to evaluate performance based reimbursement strategies.

John T. Montaine, MBA, HRM, FHFMA, CEO, Creative Managed Care Solutions, LLC | John is a results-oriented healthcare professional who brings over 30 years of experience in clinical orthopedics, health insurance, and hospital systems to create strategic and tactical solutions for hospital systems.

He works with his clients to develop strategies that increase their revenues by leading operational and financial engagements to achieve their systems goals with solutions based on their unique markets and dynamics.

Prior to consulting, Mr. Montaine served as a senior hospital executive for two multi-facility integrated Texas hospital systems, and he served in senior executive roles developing and running national and regional health plans in Texas and Florida.


Ken Davis, Chief Medical Officer, Christus Health South Texas Group | Ken Davis serves as the Chief Medical Officer for Christus Health South Texas Group since August of 2016.  Ken served from 2008-2015 as the Chief Medical Officer for the San Antonio Methodist Healthcare System, an eight hospital system with over 2000 beds and 3000 physicians on staff.  Prior to working with Methodist, he served for sixteen years (1992-2008) as the Chief Medical Officer at North Mississippi Health Services, a six-hospital health system in Northeast Mississippi.

In 2015, Ken was appointed by the US Secretary of Commerce to serve on the Judges Panel of the Malcolm Baldrige National Quality Award from 2015 to 2017.

Scott Smith, M.D., Senior Vice President, Institute Chair of Primary Care, System Executive, CHRISTUS Trinity Mother Frances Health System | Dr. Smith joined CHRISTUS Trinity Mother Frances Health System in September He serves as Senior Vice President, Institute Chair of Primary Care. He joined CHRISTUS Trinity Mother Frances Health System after spending the last 14 years in Denver, Colorado, where he held numerous leadership roles at Kaiser Permanente.  Prior to his time with Kaiser, Dr. Smith served in the 377th Medical Group of the United States Air Force at Kirtland Air Force Base in Albuquerque, New Mexico.  Dr. Smith grew up in the Dallas suburb of Cedar Hill and graduated from Dallas Baptist University, before attending the University of Texas Medical Branch in Galveston. He completed his residency at Keesler Air Force Base in Biloxi, Mississippi. Dr. Smith is board certified in Internal Medicine and is a member of the American College of Physicians.

Joe Freudenberger, Chief Executive Officer, OakBend Medical Center | Joe Freudenberger is the Chief Executive Officer of OakBend Medical Center, a $1 billion, three hospital, independent, non-profit, community hospital system serving Fort Bend County, Texas.  After completing his M.B.A. in finance at the A. B. Freeman School of Business, Tulane University, Joe began his career in healthcare, spending 10 years with Deloitte Consulting working with major healthcare systems around the country to improve their business operations, 11 years as CFO for two different hospitals and the last 10 years as CEO for OakBend.

Over his career he has, at one time or another, either overseen or reengineered the operations of almost every department in a hospital.  Joe has a track record of successfully implementing operational and organizational change to help community hospitals regain their financial footing.

By shifting OakBend’s strategy to focus on service excellence, new services, community engagement, targeted marketing, physician engagement, unique partner models and financial prudence, Joe and his team have transformed OakBend Medical Center into a growing, quality local choice for healthcare in Fort Bend County.

Christopher Lloyd , Chief Executive Officer of MHMD | Christopher Lloyd is the Chief Executive Officer of MHMD, the Physician Network for the Memorial Hermann Health System in Houston, Texas, as well as the Chief Executive Officer of the Memorial Hermann Accountable Care Organization (MHACO). MHMD includes the largest clinically integrated physician organization in Texas with more than 3,000 participating physicians. The MHACO is one of the largest in the country and has generated the top Medicare Shared Savings Program (MSSP) results in the country for the past three years. The MHACO is the structure that brings the Memorial Hermann hospital and physician enterprise to the greater Houston market for cost and quality initiatives.

Chris has over 25 years of executive experience in acute healthcare settings, including community hospitals, academic medical center and physician group management.

HFMA National Update: Thrive!

Monday, March 27th @3:20 pm – 4:10 pm General Session

Course 170313 | 1.0 CPE | Level – Basic | No Prerequisites

Healthcare finance professionals today face considerable challenges, from new payment models to innovation   to consumerism. Rather than looking at such challenges as obstacles, healthcare leaders can choose to view  them as opportunities to learn, grow, and leverage their skills to improve the health of their communities. To that end, this presentation will focus on current challenges and the opportunities they offer to truly thrive—on the personal, professional, and organizational levels.

Mary Mirabelli, Vice President, Global Practice Healthcare and 2016-17 National Chair, HFMA |

Mary Mirabelli, FHFMA, is Vice President of Global Healthcare Practice at Hewlett Packard Enterprise, and Chair of HFMA for the 2016-17 term.

A member of HFMA since 2003, Ms. Mirabelli’s involvement with the National Association includes serving on the National Board of Directors, Governance Committee, National Advisory Council, Morgan Award Judging Committee, Healthcare Leadership Council, Early Careerist Task Force, and Strategic Planning Committee.  She is also a recipient of HFMA’s Follmer Bronze and Reeves Silver merit awards. Other governance positions include the HCA Foundation Board, Vision Consulting, and she serves as Chair of the Federation of American Hospitals Health Information Technology Task Force.

Do it Well. Make it Fun. The Key to Success in Life, Death, and Almost Everything
in Between

Monday, March 27th @4:10 pm – 5:25 pm Keynote Session

Course 170314 | 1.5 CPE | Level – Basic | No Prerequisites

If you’ve ever had a boss who was really good at what he or she did but was also fun to be around, you didn’t mind arriving early or working late. In fact, you probably loved your job. That’s the power of Do it Well, Make it Fun. It’s about seeking excellence but making the process of life and work more fun.

Based on Ron Culberson’s book by the same name, this presentation shows HFMA attendees how to create a less stressful work environment where people want to work.  It also helps them understand that excellence combined with fun and humor can improve productivity, create better working relationships, enhance creativity, change the workplace culture, and lead to the delivery of better services.

Ron Culberson, MSW, CSP, CPAE | With a master’s degree in social work, Ron spent the first part of his career working in a large hospice organization as a clinical social worker, middle manager, and senior leader.  As a speaker, humorist, and author of Do it Well. Make it Fun.  The Key to Success in Life, Death, and Almost Everything in Between, he has delivered more than 1,000 presentations to associations, government agencies, non-profit organizations,
and corporations. His mission is to change the workplace culture so that organizations are more productive and staff are more content. He was also the 2012-2013 president of the National Speakers Association and is a recognized expert on the benefits of humor and laughter.

State of the Healthcare Industry – A Legislative Update

Tuesday, March 28th @8:00 am – 8:50 am Keynote Session

Course 170315 | 1.0 CPE | Level – Basic | No Prerequisites

This session will provide attendees with a legislative update on state and federal issues related to the healthcare industry.

John Hawkins, SVP, Advocacy & Public Policy, Texas Hospital Association| John M. Hawkins is the senior vice president of government relations for the Texas Hospital Association.  He is responsible for managing all aspects of THA’s state and federal advocacy efforts before the Legislature and regulatory agencies.

Before joining THA, Hawkins served as a senior policy analyst for the Texas Sunset Commission, where he managed the performance reviews of state agencies.  Hawkins also served as a legislative aide in the House of Representatives for two legislative sessions and worked as legislative liaison for the Texas Department of Information Resources for three sessions.

Engaging The New Consumer Patient Through Retail Medicine

Tuesday, March 28th @8:50 am – 10:05 am General Session

Course 170316 | 1.0 CPE | Level – Basic | No Prerequisites

This speech will analyze how the consumer healthcare patient will affect the healthcare market going forward.  How does episode of care pricing affect the high deductible/cash pay patients utilization of healthcare services?  What happens when a facility decides to be completely transparent in pricing with patient volume, revenue, and managed care contracts?  What types of facilities are currently working with the consumer driven patient?  How does an open healthcare marketplace affect healthcare and the patient’s quest for value?

Kathryn (Kitty) Cawiezell, Executive Vice President, MDSave |

Ms. Cawiezell’s professional accomplishments blend her knowledge of healthcare systems with an extensive knowledge of the retail industry.  As healthcare becomes more consumer driven, hospitals will be looking toward the retail sales model to capture more than their fair share of healthcare revenue. Healthcare is the newest emerging consumer marketplace in the US today. Ms. Cawiezell understands the retailer mindset and as they move further into the healthcare space is prepared to help the medical community compete effectively with retail medicine.

Matthew Gilbert, Regional Director, MDSave | Mr. Gilbert began his healthcare career 25 years ago working in neurodiagnostics at several hospitals in the North Texas area.  Eventually he changed his career path, first working for several software companies before opening a practice management company which operated for 15 years. Always passionate about working with both people and healthcare, Mr. Gilbert moved into a business development role at a North Texas hospital before being hired by MDsave. MDsave has helped thousands of people across the country get access to care that would otherwise be out of reach due to cost.

Maximize your Bundled Payment Opportunity through Data Analytics

Tuesday, March 28th @10:20 am – 11:10 am General Session

Course 170317 | 1.0 CPE | Level – Basic | No Prerequisites

CMS is focusing heavily on transitioning from volume to value and bundled payments will be at the forefront of this initiative.  The Comprehensive Care for Joint Replacement (CJR) is the first mandatory bundled payment model and, in just a few months, will be heading into year 2 where downside risk and potential penalties will become a reality.

In this presentation, we will detail how to use the historical acute and post-acute claims data that CMS has made available to analyze cost and utilization patterns for total joint replacement episodes at your hospital.  Analyzing these episodes will allow you to draw insights and identify opportunities for improvement.

Also, we will explore some predictive modeling using the historical data that will enable hospitals to identify potentially more expensive cases before the patient is admitted to the hospital. This ability can lead to increased case management activities that could control the cost in a more efficient and effective manner.

Attendees will gain an understanding of the data available under the CJR program and the potential uses of that data in managing and controlling episodic cost for CJR patients.

Dave Centafont, Senior Consultant, IMA Consulting | David (Dave) is a senior level financial healthcare consultant with over 20 years of diverse healthcare experience in the provider, payer, and consulting environment. His experience includes litigation support and expert testimony, business valuation services, reimbursement consulting, collaborative benchmarking, operations analysis, business development, and strategic planning.

Christopher Strano, Manager, Data Analytics, IMAChristopher is a seasoned healthcare professional with progressive industry experience.  He has demonstrated success in using big data to impact business insights for performance management, business development, and financial services for hospitals and health systems.  He possesses extensive data analytic skills that allow him to turn data into informed decision making tools, creating the basis for profitable results.  His major skill set focuses on leveraging healthcare claims data for metrics, benchmarking, reporting, data modeling, and visualization dashboards.

MACRA – Measuring the Financial & Strategic Impact

Tuesday, March 28th @11:10 am – 12:00 pm General Session

Course 170318 | 1.0 CPE | Level: Intermediate | No Prerequisites

The Medicare Access and CHIPS Reauthorization Act of 2015 (MACRA) has strategic, reimbursement and operational implications for health systems and providers. The final rules have not been published and the law is due to go into effect in January. This presentation will cover the national landscape, key elements of the law and the variable every system should consider.

Brent Hardaway, Vice President, Premier, IncMr. Hardaway has 30 years of experience in various facets of health care operations, planning and strategy development. He is currently leads Premier’s Population Health Management Advisory Services Practice. Since joining Premier in 1994, he has led projects ranging from population health strategy development to hospital and physician alignment to the creation of clinically integrated networks. From 2004 thru 2006 he led Phase 2 Consulting, a wholly-owned subsidiary of RehabCare, and was responsible for the operations and strategic direction of the 50 person firm. Prior to joining Phase 2 Consulting, he held a number of positions with Kaiser Permanente, including Director of Planning of its Texas Region, and was Vice President of Planning for the Texas Hospital Association.

Bryan Smith, Principal – Performance Partner, Premier, IncMr. Smith is a Principal and leads the Population Health Economic and Analytical Services with a focus on merger, acquisitions & development and population health.  Mr. Smith co-developed Premier’s Population Health Financial Impact Model and oversees those consulting engagements as well as quarterly and annual benchmarking of ACO performance for collaborative members and clients.

Mr. Smith has consulted across the continuum of health care organizations with a focus on providers and provider sponsored organizations.  His latest work includes providing analysis of the attributes of successful Pioneer ACOs for the CMS Innovation Learning Systems, development of evolving business models for the American Society of Anesthesiologists and regulatory and financial impact analysis for a national healthcare corporation.