2010 Texas State Conference Agenda | Information
Sunday, March 28
12:30 - 7:00 pm | Registration Desk Open
1:00 - 5:00 pm
HFMA Certification Coaching Course
Patricia N. Bethke, CHFP - Finance Manager, Seton Northwest Hospital
Brenda G. Cox, FHFMA - Practice Manager, Pathology Resource Consultants
1:00 - 2:45 pm
Cost Reporting
Pete Harmon - Health Financial Systems (HFS) | Pete Harmon has been working with Medicare cost reports since 1973. He has worked closely with CMS in many areas including cost report form development. In his current capacity with HFS his responsibilities include coordinating with FIs, CMS and vendors to resolve cost reporting issues. Prior to this Harmon was Cooper & Lybrand’s national director for healthcare software and senior director for Blue Cross Association and worked closely with cost reporting.
3:15 - 5:00 pm | (Concurrent Sessions)
Revised 2008 Form 990: Lessons Learned...So Far
Revised 2008 Form 990 has challenged exempt organizations since first introduced in draft form. Even after being revised this form creates more questions than there are answers. Attend this session to learn the practical challenges related to implementing this form including: governance issues, yes/no questions, compensation reporting, related organizations and Section 318, transactions with interested persons and “unintended consequences” and 2009 changes.
Nancy Z. Evetts - Director, Mid-America Region, Deloitte Tax LLP |For over thirty years, Nancy Evetts has worked with large, integrated for-profit and not- for profit health systems, universities and related research facilities and joint ventures. Evetts expertise includes exempt organization compliance, joint-venture structuring and business succession planning and exit strategies, governance issues, private inurement tax compliance reporting, group exemptions and FIN 48.
Healthcare FASB Updates
Bryan B. Bodnar, CPA - Senior Manager, Accounting & Auditing Assistant Director, BKD LLP - Houston, TX | As senior manager for four years, Brian Bodnar has provided technical support to BKD’s auditors; developed and implemented quality control policies for professional standards; assisted with professional education and managed the internal inspection processes. Prior to this Bodnar was a member of BKD National Healthcare Group in Tulsa for seven years. During this time he managed financial statement audits, assisted with financial analysis, compliance issues and Medicare cost reports. Bodnar served the Oklahoma Chapter of HFMA as Treasurer and a member of the board of directors.
5:30 - 7:00 pm | Welcome Reception
Monday, March 29
7:30 am - 7:00 pm | Registration Desk Open
7:30 - 8:30 am | Buffet Breakfast
8:00 - 9:00 am
The Future of Healthcare 2018 and Beyond...Key Trends Shaping the Future
What is the future of healthcare? The CHRISTUS Futures Taskforce II, composed of key executives and industry experts, conducted a year long research project to answer this question and the results may surprise you. Learn about this study and find out about CHRISTUS’s long-term strategy and key trends shaping the future of healthcare including social/demographic, physician, global healthcare, economic/regulatory and technology.
Anne P. Messbarger-Eguia - Senior Director, Strategy, Research and Innovation, CHRISTUS Health | Ms. Messbarger-Equia leads the CHRISTUS Health strategic planning process which includes short and long-term strategy development at the system and regional levels. She oversees the management of an extensive “data bank” of demographic, economic, utilization, competitor and quality data and ensures that the system’s strategic direction is based on sound and current data. As the Director of CHRISTUS Innovations Institute, Ms. Messbarger-Equia is responsible for identifying and supporting initiatives that strengthen the system’s ability to positively impact local and global health and wellness.
9:00 - 10:30 am
CFO Roundtable: The Next Generation of Healthcare
William L. Bellenfant, FACHE, FHFMA, CPA - Senior VP/CFO, Trinity Mother Frances Health System - Tyler, TX | Mr. Bellenfant joined the System in September 1987, assuming primary responsibility for its financial operations. Previously, Mr. Bellenfant served as Vice President and Group Financial Officer at Baylor University Medical Center, Dallas, Texas. In addition, he served as Financial Officer for three other health systems and was in auditing and consulting with both Haskins & Sells and KPMG/Peat Marwick. Mr. Bellenfamt has been a visiting lecturer in healthcare and finance at various universities and professional societies, and is active in professional and community organizations. He is past president and Foundation Board member of the East Texas Council of the Boy Scouts of America.
Ferdinand Gaenzel - Chief Finanical Officer, Harris County Hospital District - Houston, TX | Ferdinand Gaenzel was named chief financial officer for the Harris County Hospital District in August, 2007. The Harris County Hospital District is the public health care system for the nation’s third most populous county. It employs more than 6,700 employees and currently has an operating budget of $924.4 million. Annually, the district provides more than 1 million health care visits each year to uninsured, underinsured and medically needy residents of Harris County. It operates three major hospitals, 12 community health centers, 13 homeless shelter clinics, eight school-based clinics, a dental center and four mobile health units. Mr. Gaenzel has more than 36 years of accounting and health care financial management experience. He most recently served as executive vice president and chief financial officer/treasurer of the Christus Spohn Health System in Corpus Christi. Gaenzel also has worked for two San Antonio health care organizations – Baptist Health System and Bexar County Hospital District (University Health System).
Cynthia A. Gray - V.P./Chief Financial Officer - Valley Baptist Medical Center - Harlingen | Cynthia Gray has been with the Valley Baptist Health System since 2008 and was named chief financial officer of the hospital in January 2009. Prior to Valley Baptist Mrs. Gray provided financial management in a number of Texas acute care hospitals for Community Health Systems, CHRISTUS, MedCath, and Wadley Health Systems. She is an Executive Advisory Board Member for Broadlane. Mrs. Gray has volunteered numerous hours to organizations such as the YWCA of Paris and Lamar County, coaching youth softball and t-ball teams, the United Way in Harlingen, as well as serving on the Jr. Breeding Gilt Committee of the Rio Grande Valley Livestock Show, Mercedes, TX.
Ronald R. Long, CPA - Executive VP / Chief Financial Officer, Texas Health Resources - Dallas, TX | Ron Long is responsible for finance, business operations, managed care, tax and compliance, Supply Chain management and the real estate division of Texas Health Resources. He also is responsible for oversight of the Texas Health Harris Methodist Foundation and the Texas Health Presbyterian Foundation. Long brings 25 years of health care leadership experience to Texas Health. His background includes financial management of health care organizations in a variety of settings ranging from rural to suburban to large urban academic centers, regional health systems, managed care organizations, joint ventures and physician group practices.
10:30 - 10:45 am | Refreshment Break
10:45 am - 12:00 pm | (Concurrent Sessions)
What Would YOU Do with $300 Million?: The U.S. Healthcare Efficiency Index
Miriam Paramore - Senior Vice President Corporate Strategy, Emdeon | As Emdeon’s Senior Vice President of Corporate Strategy, Miriam Paramore is responsible for solidifying our strategic positioning and delivering this message to the public. Ms. Paramore has more than 20 years of healthcare experience, is a national speaker, has had several articles published in numerous industry trade journals, and recently joined the Board of Directors for CareSource Management Group. Ms. Paramore is an Advisory Council Member for the U.S. Healthcare Efficiency Index, serves on the Board of Directors for the Health Information Management Systems Society (HIMSS), chairs the HIMSS Financial Systems Steering Committee, serves on the eHealth Advisory Committee for the Commonwealth of Kentucky, and is a board member of the Kentucky Pediatric Society Foundation.
Using Futuristic Social Media in the Healthcare Setting
David Marchand - Innovation Director, Dell Perot Systems Healthcare | Mr. Marchand has over 20 years experience architecting, implementing, and deploying enterprise scale solutions. Currently, he focuses on the development of new service offerings and solutions to benefit the global healthcare community. In his fifteen years with Perot Systems, Mr. Marchand has held various roles ranging from technical (CTO, Chief Architect) to senior management (General Manager, COO). During his tenure with Dell Perot Systems, he has played an instrumental role in leveraging advanced technology to bring innovative solutions to customers in the Healthcare, Financial Services, Energy, Travel, and Telecommunications industries.
Understanding the Dynamics of Self-Pay
Suzanne Lestina - Technical Manager, Patient Financial Services & Revenue Cycle, HFMA | Ms. Lestina’s extensive revenue cycle knowledge has enabled her to provide technical input to various industry caucus and task group meetings such as the National Uniform Claims Committee, and the X12 Claims work group that defines the data transaction implementation guides. Suzanne joined HFMA with over 25 years of healthcare experience, including 10 years as a revenue cycle consultant. Prior to her consulting work, Ms. Lestina held revenue cycle leadership roles for two Chicago area hospitals. Suzanne was the project leader in building HFMA’s Revenue Cycle Bootcamp, an intensive two day workshop for leaders and HFMA’s new Revenue Cycle Staff Training Series. She is a past president of the 1st Illinois HFMA chapter
12:00 - 1:00 pm | Buffet Luncheon
1:00 - 2:30 pm
The Healing Power of Purpose: Purpose-Based Leadership
Roy Spence - Chairman and CEO, GSD&M Idea City - Austin, Texas | As Ad Man of the Year and Idea Man of the Century, Mr. Spence has been interviewed by The Wall Street Journal, USA Today, The New York Times, Business Week, U.S. News & World Report, Esquire, Inc. and FORTUNE for his perspectives on advertising, and marketing. GSD&M is a marketing, communications and advertising company. The agency has helped grow some of the world’s most successful brands and has used their talents to make a difference in communities around the world. Mr. Spence is a member of the board of directors of the Lyndon Baines Johnson Foundation and is a distinguished alumnus of the University of Texas. In 2006, The Amazing Faith of Texas, a book by Roy Spence and the People of Texas was published.
2:30 - 3:00 pm | Refreshment Break
3:00 - 4:15 pm |(Concurrent Sessions)
The Cost Conundrum in McAllen:
What a Texas Town can Teach Us About Healthcare
A June, 2009 report in The New Yorker magazine stated that McAllen, Texas, with one of the lowest household incomes in the U.S., is one of the most expensive healthcare markets in the country. Join us a Susan Turley of Doctor's Hospital at Renaissance discusses the ramifications of the article and how healthcare in McAllen affects Texas.
Susan Turley - Chief Financial Officer, Doctor's Hospital at Renaissance - McAllen, Texas
Education, Training & Expectations: Understanding Workforce Diversity
Suzanne Lestina - Technical Manager, Patient Financial Services & Revenue Cycle, Healthcare Financial Management Association | Ms. Lestina’s extensive revenue cycle knowledge has enabled her to provide technical input to various industry caucus and task group meetings such as the National Uniform Claims Committee, and the X12 Claims work group that defines the data transaction implementation guides. Suzanne joined HFMA with over 25 years of healthcare experience, including 10 years as a revenue cycle consultant. Prior to her consulting work, Ms. Lestina held revenue cycle leadership roles for two Chicago area hospitals. Suzanne was the project leader in building HFMA’s Revenue Cycle Bootcamp an intensive two day workshop for leaders and HFMA’s new Revenue Cycle Staff Training Series. She is a past president of the 1st Illinois HFMA chapter.
Capital Access: Acronyms Abound, New Debt Optional
The capital markets are healing from the devastating financial crisis and there are a multitude of options for raising needed capital. Join specialists from Cain Brothers to review: The pros and cons of BQBs, BABs, FHLB wraps, LOC VRDBs, and other Wall Street acronym products; the use of interest rate swaps to adapt these underlying debt structures to best meet your risk profile; and the market for raising capital via the monetization or joint venturing of noncore assets including MOBs, labs, home health, and others►
Bette Kraus - Managing Director, Capital Markets, Cain Brothers, NY Office | Bette has 25 years of municipal finance experience serving nonprofit health care clients. Prior to joining Cain Brothers, Bette worked for Goldman Sachs, JP Morgan, and CS First Boston. She received her BA from the University of Illinois in Champaign and her MBA from DePaul University in Chicago.
Bart Plank, SVP, Special Products Group, Cain Brothers, NY Office | Bart joined Cain Brothers in 1997 and specializes in interest rate management and other related structured products within the firm’s Special Products Group. Bart graduated with a BA from Middlebury College in 1996, where he majored in Economics.
Tim Schier, SVP, Real Estate Group, Cain Brothers, Houston Office | Tim joined Cain Brothers in 1993 and has spent his entire 20-year career in health care investment banking and real estate. At Cain Brothers, Tim has participated in transacting over 4.0 million square feet of medical real estate, and he has advised health systems, physician groups, and managed care companies on a wide variety of joint venture and merger and acquisition transactions. He earned a BA in Economics and Managerial Studies and an MBA in Finance and Entrepreneurship from Rice University.
4:15 - 5:30 pm
Leadership At This Moment in Time:
How To Lead an Organization Through a Perfect Storm
Today's healthcare executive faces many challenges. Issues such as workforce shortages - to the need to update technology and make facility infrastructure improvements as well as provide safe, high-quality patient care make financial challenges extraordinarily complex.
Thomas C. Royer, M.D. - President and Chief Executive Officer, CHRISTUS Health - Irving, Texas | Thomas Royer, M.D. a Board certified surgeon has over forty-one years in clinical and administrative roles. He is frequently named as one of “The 50 Most Powerful Physician Executives in Healthcare” by Modern Healthcare. For the last decade, Dr. Royer has served as the founding President and CEO of CHRISTUS Health, an international health system consisting of over sixty hospitals, long-term care facilities, senior campuses, multiple clinics and a myriad of health and wellness programs. Dr. Royer has lead CHRISTUS through a remarkable period of growth, it is presently the located in eight states and is the sixth largest Catholic Health System in the U.S. and is located in six states and is the second largest in Mexico. He served previously at Geisinger, Johns Hopkins and the Henry Ford Health System.
5:30 - 7:30 pm | Conference Reception
Iron Cactus Restaurant - 606 Trinity St., Austin
Complimentary hors d'oeuvres / drink tickets for all registered conference attendees.
We have reached our conference facility capacity and are no longer able to accept new registrations. Please call us at 713.776.1314 if this creates an inconvenience for you.
►Meeting Presentation Handouts
Presentation Handouts
In an effort to become more environmentally-friendly, only a minimal number of printed handouts will be available on-site at the conference. You may download presentation handouts at the link above as they become available.
CPE Credit
Up to 18 CPE credit hours are avialable depending on your reporting jurisdiction and the number of sessions attended. Credits are sponsored by Texas Gulf Coast HFMA Chapter, sponsor #00713 of the Texas State Board of Public Accountancy. TSBPA credits are generally honored in other states. Sign-in sheets and certificates are provided. There are no prerequisites for these sessions.
Dress
Casual business attire is appropriate. PLEASE NOTE: Hotel meeting rooms tend to be COLD - it is strongly recommended that you bring a jacket, sweater, or light wrap.
Tuesday, March 30
7:00 am - 12:00 pm | Information Desk Open
7:30 - 8:30 am - Buffet Breakfast
8:00 - 9:15 am | Concurrent Sessions
The Perfect Storm: An Emergency Department Transformation and Success Story
The perfect storm is the story of the implementation of the change process that occurred as a result of an examination of the care of Emergency Department patients. The journey begins with broken processes including patient delays, dissatisfied employees and physicians, and a declining reputation in the community. The final hurricane came with a change that surpassed all expectations of success and demonstrated measurable improvements.
Toni Tripp - Administrative Director of Critical and Emergency Services, Memorial Hermann Southwest Hospital - Houston, Texas | Ms. Trip has over twenty years of experience as a registered nurse. During her early career she was a staff nurse, manager and director of two, level one trauma centers. In 1996, Ms. Tripp received her masters in Nursing and became certified
as a family nurse practitioner. For the next nine years she worked with an emergency physician group overseeing nurse practioners and physician assistants for five system hospitals. Over the past three years, she has worked as the administrative director over the areas of critical care, emergency services, neurology and security and Memorial Hermann Southwest. This past year the emergency department transformed itself with a renovation and split plan that resulted in improved efficiency and quality. Hospitals throughout the country have visited the Memorial Hermann Southwest’s emergency department to consult with the emergency department staff about the impressive changes.
Developing a Successful Physician Strategy
Walter Morrisey, M.D. - Vice President, Kaufman Hall & Associates - Skokie, IL | Walter Morrissey has more than 12 years of healthcare experience working as a clinician, strategic advisor, and administrator. He is a member of Kaufman Hall’s strategy practice, and is focused on assisting hospitals and health systems with integrated strategic and financial planning, service line planning/distribution across systems, and medical staff planning/physician alignment strategy. Prior to joining Kaufman Hall, Dr. Morrissey was a Vice President at Sg2, an international healthcare intelligence and consulting firm. At Sg2, Dr. Morrissey led a variety of consulting engagements with a focus on clinical strategy, ambulatory strategy, facility planning, and physician relations. He has worked with hospitals, health systems, device manufacturers, and venture firms both in the U.S. and around the world. Dr. Morrissey is a frequent speaker at conferences, national meetings, and industry events. He remains clinically active as a part-time Attending Physician at Hines VA Hospital and also serves on the Clinical Advisory Panel of Sant Health Ventures, a healthcare venture capital firm in Austin, Texas.
9:15 - 10:30 am
Physician Alignment and Collaboration
Robert I. Bonar, Jr., Dr.H.A. - Executive Vice President, Physician Enterprise, Seton Family of Hospitals and President/CEO, Dell Children's Medical Center of Central Texas | Bob Bonar leads development of the infrastructure needs for all Seton Family of Hospital’s physician organizations, including management of physician practice plans, creation and implementation of new physician services and oversight of long-term strategic plans including physicians, in addition to leading Dell Children’s Medical Center of Central Texas, the region’s only dedicated, freestanding pediatric hospital. Dr. Bonar began his career in healthcare during the 1970s as a hospital-based street and flight paramedic. He earned master’s degrees in education administration and healthcare administration and served as director of Emergency and Trauma Services and the air ambulance system at West Virginia University Hospitals in Morgantown. Prior to Seton, Dr. Bonar served as president and CEO of Children’s Hospital of the King’s Daughters Health System, Inc., in Norfolk, Virginia, as administrator for Integrated Services at the Medical University of South Carolina in Charleston and as administrator of the Children’s Hospital of Oklahoma. Dr. Bonar has served as adjunct assistant professor in the department of community health professions at Old Dominion University in Norfolk, Virginia, and instructor in the department of public health administration at Eastern Virginia Medical School.
J.R. Thomas - President/CEO, Med Synergies | Mr. Thomas joined MedSyneries as senior vice president and managing director of development at its inception in 1996. MedSynergies, a privately owned company, is a business service provider that provides revenue cycle services to physician groups. While at MedSynergies, Mr. Thomas has held the positions of senior vice president and CFO and has been a member of the board of directors since 1999. Prior to joining MedSynergies, Mr. Thomas served as vice president of the newly formed HealthCare Finance Group for Bank One and assistant vice president for Texas Commerce Bank where he focused on hospitals, emerging healthcare markets, core finance and revenue.
10:30 - 10:45 am - Refreshment Break
10:45 am - 12:15 pm
Healthcare Reform: What Does It Mean for Texas? For Hospitals?
Dan Stultz, M.D., FACP, FACHE, is president and chief executive officer of the Texas Hospital Association, an Austin-based trade association representing more than 85 percent of the state’s hospitals and health care systems. He is a member of the American Hospital Association’s Regional Policy Board 7 and of the State Hospital Association Executives Forum. A member of the American College of Healthcare Executives, he earned designation as a Fellow in 2006. Stultz was president and CEO of Shannon Health System, a three-hospital health system associated with a multi-specialty clinic and legacy insurance company, in San Angelo, Texas, from 1999 until November 2006. He was a member of the THA Board of Trustees during that time, and served as THA chairman for 2004-05. A physician, Stultz practiced general medicine and specialized in treating arthritis in San Angelo for more than 25 years. Stultz received his bachelor’s degree from Southwestern University in Georgetown, Texas. He attended medical school at The University of Texas Medical School in Houston, and completed his internship and residency at The University of Kentucky.
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. A native of Tyler, Hawkins earned a Bachelor of Arts degree in government and a master of public affairs degree, both from The University of Texas at Austin.
12:15 pm - Conference Ends
Sunday, March 28
12:30 - 7:00 pm | Registration Desk Open
1:00 - 5:00 pm
HFMA Certification Coaching Course
Patricia N. Bethke, CHFP - Finance Manager, Seton Northwest Hospital
Brenda G. Cox, FHFMA - Practice Manager, Pathology Resource Consultants
1:00 - 2:45 pm
Cost Reporting
Pete Harmon - Health Financial Systems (HFS) | Pete Harmon has been working with Medicare cost reports since 1973. He has worked closely with CMS in many areas including cost report form development. In his current capacity with HFS his responsibilities include coordinating with FIs, CMS and vendors to resolve cost reporting issues. Prior to this Harmon was Cooper & Lybrand’s national director for healthcare software and senior director for Blue Cross Association and worked closely with cost reporting.
3:15 - 5:00 pm | (Concurrent Sessions)
Revised 2008 Form 990: Lessons Learned...So Far
Revised 2008 Form 990 has challenged exempt organizations since first introduced in draft form. Even after being revised this form creates more questions than there are answers. Attend this session to learn the practical challenges related to implementing this form including: governance issues, yes/no questions, compensation reporting, related organizations and Section 318, transactions with interested persons and “unintended consequences” and 2009 changes.
Nancy Z. Evetts - Director, Mid-America Region, Deloitte Tax LLP |For over thirty years, Nancy Evetts has worked with large, integrated for-profit and not- for profit health systems, universities and related research facilities and joint ventures. Evetts expertise includes exempt organization compliance, joint-venture structuring and business succession planning and exit strategies, governance issues, private inurement tax compliance reporting, group exemptions and FIN 48.
Healthcare FASB Updates
Bryan B. Bodnar, CPA - Senior Manager, Accounting & Auditing Assistant Director, BKD LLP - Houston, TX | As senior manager for four years, Brian Bodnar has provided technical support to BKD’s auditors; developed and implemented quality control policies for professional standards; assisted with professional education and managed the internal inspection processes. Prior to this Bodnar was a member of BKD National Healthcare Group in Tulsa for seven years. During this time he managed financial statement audits, assisted with financial analysis, compliance issues and Medicare cost reports. Bodnar served the Oklahoma Chapter of HFMA as Treasurer and a member of the board of directors.
5:30 - 7:00 pm | Welcome Reception
Monday, March 29
7:30 am - 7:00 pm | Registration Desk Open
7:30 - 8:30 am | Buffet Breakfast
8:00 - 9:00 am
The Future of Healthcare 2018 and Beyond...Key Trends Shaping the Future
What is the future of healthcare? The CHRISTUS Futures Taskforce II, composed of key executives and industry experts, conducted a year long research project to answer this question and the results may surprise you. Learn about this study and find out about CHRISTUS’s long-term strategy and key trends shaping the future of healthcare including social/demographic, physician, global healthcare, economic/regulatory and technology.
Anne P. Messbarger-Eguia - Senior Director, Strategy, Research and Innovation, CHRISTUS Health | Ms. Messbarger-Equia leads the CHRISTUS Health strategic planning process which includes short and long-term strategy development at the system and regional levels. She oversees the management of an extensive “data bank” of demographic, economic, utilization, competitor and quality data and ensures that the system’s strategic direction is based on sound and current data. As the Director of CHRISTUS Innovations Institute, Ms. Messbarger-Equia is responsible for identifying and supporting initiatives that strengthen the system’s ability to positively impact local and global health and wellness.
9:00 - 10:30 am
CFO Roundtable: The Next Generation of Healthcare
William L. Bellenfant, FACHE, FHFMA, CPA - Senior VP/CFO, Trinity Mother Frances Health System - Tyler, TX | Mr. Bellenfant joined the System in September 1987, assuming primary responsibility for its financial operations. Previously, Mr. Bellenfant served as Vice President and Group Financial Officer at Baylor University Medical Center, Dallas, Texas. In addition, he served as Financial Officer for three other health systems and was in auditing and consulting with both Haskins & Sells and KPMG/Peat Marwick. Mr. Bellenfamt has been a visiting lecturer in healthcare and finance at various universities and professional societies, and is active in professional and community organizations. He is past president and Foundation Board member of the East Texas Council of the Boy Scouts of America.
Ferdinand Gaenzel - Chief Finanical Officer, Harris County Hospital District - Houston, TX | Ferdinand Gaenzel was named chief financial officer for the Harris County Hospital District in August, 2007. The Harris County Hospital District is the public health care system for the nation’s third most populous county. It employs more than 6,700 employees and currently has an operating budget of $924.4 million. Annually, the district provides more than 1 million health care visits each year to uninsured, underinsured and medically needy residents of Harris County. It operates three major hospitals, 12 community health centers, 13 homeless shelter clinics, eight school-based clinics, a dental center and four mobile health units. Mr. Gaenzel has more than 36 years of accounting and health care financial management experience. He most recently served as executive vice president and chief financial officer/treasurer of the Christus Spohn Health System in Corpus Christi. Gaenzel also has worked for two San Antonio health care organizations – Baptist Health System and Bexar County Hospital District (University Health System).
Cynthia A. Gray - V.P./Chief Financial Officer - Valley Baptist Medical Center - Harlingen | Cynthia Gray has been with the Valley Baptist Health System since 2008 and was named chief financial officer of the hospital in January 2009. Prior to Valley Baptist Mrs. Gray provided financial management in a number of Texas acute care hospitals for Community Health Systems, CHRISTUS, MedCath, and Wadley Health Systems. She is an Executive Advisory Board Member for Broadlane. Mrs. Gray has volunteered numerous hours to organizations such as the YWCA of Paris and Lamar County, coaching youth softball and t-ball teams, the United Way in Harlingen, as well as serving on the Jr. Breeding Gilt Committee of the Rio Grande Valley Livestock Show, Mercedes, TX.
Ronald R. Long, CPA - Executive VP / Chief Financial Officer, Texas Health Resources - Dallas, TX | Ron Long is responsible for finance, business operations, managed care, tax and compliance, Supply Chain management and the real estate division of Texas Health Resources. He also is responsible for oversight of the Texas Health Harris Methodist Foundation and the Texas Health Presbyterian Foundation. Long brings 25 years of health care leadership experience to Texas Health. His background includes financial management of health care organizations in a variety of settings ranging from rural to suburban to large urban academic centers, regional health systems, managed care organizations, joint ventures and physician group practices.
10:30 - 10:45 am | Refreshment Break
10:45 am - 12:00 pm | (Concurrent Sessions)
What Would YOU Do with $300 Million?: The U.S. Healthcare Efficiency Index
Miriam Paramore - Senior Vice President Corporate Strategy, Emdeon | As Emdeon’s Senior Vice President of Corporate Strategy, Miriam Paramore is responsible for solidifying our strategic positioning and delivering this message to the public. Ms. Paramore has more than 20 years of healthcare experience, is a national speaker, has had several articles published in numerous industry trade journals, and recently joined the Board of Directors for CareSource Management Group. Ms. Paramore is an Advisory Council Member for the U.S. Healthcare Efficiency Index, serves on the Board of Directors for the Health Information Management Systems Society (HIMSS), chairs the HIMSS Financial Systems Steering Committee, serves on the eHealth Advisory Committee for the Commonwealth of Kentucky, and is a board member of the Kentucky Pediatric Society Foundation.
Using Futuristic Social Media in the Healthcare Setting
David Marchand - Innovation Director, Dell Perot Systems Healthcare | Mr. Marchand has over 20 years experience architecting, implementing, and deploying enterprise scale solutions. Currently, he focuses on the development of new service offerings and solutions to benefit the global healthcare community. In his fifteen years with Perot Systems, Mr. Marchand has held various roles ranging from technical (CTO, Chief Architect) to senior management (General Manager, COO). During his tenure with Dell Perot Systems, he has played an instrumental role in leveraging advanced technology to bring innovative solutions to customers in the Healthcare, Financial Services, Energy, Travel, and Telecommunications industries.
Understanding the Dynamics of Self-Pay
Suzanne Lestina - Technical Manager, Patient Financial Services & Revenue Cycle, HFMA | Ms. Lestina’s extensive revenue cycle knowledge has enabled her to provide technical input to various industry caucus and task group meetings such as the National Uniform Claims Committee, and the X12 Claims work group that defines the data transaction implementation guides. Suzanne joined HFMA with over 25 years of healthcare experience, including 10 years as a revenue cycle consultant. Prior to her consulting work, Ms. Lestina held revenue cycle leadership roles for two Chicago area hospitals. Suzanne was the project leader in building HFMA’s Revenue Cycle Bootcamp, an intensive two day workshop for leaders and HFMA’s new Revenue Cycle Staff Training Series. She is a past president of the 1st Illinois HFMA chapter
12:00 - 1:00 pm | Buffet Luncheon
1:00 - 2:30 pm
The Healing Power of Purpose: Purpose-Based Leadership
Roy Spence - Chairman and CEO, GSD&M Idea City - Austin, Texas | As Ad Man of the Year and Idea Man of the Century, Mr. Spence has been interviewed by The Wall Street Journal, USA Today, The New York Times, Business Week, U.S. News & World Report, Esquire, Inc. and FORTUNE for his perspectives on advertising, and marketing. GSD&M is a marketing, communications and advertising company. The agency has helped grow some of the world’s most successful brands and has used their talents to make a difference in communities around the world. Mr. Spence is a member of the board of directors of the Lyndon Baines Johnson Foundation and is a distinguished alumnus of the University of Texas. In 2006, The Amazing Faith of Texas, a book by Roy Spence and the People of Texas was published.
2:30 - 3:00 pm | Refreshment Break
3:00 - 4:15 pm |(Concurrent Sessions)
The Cost Conundrum in McAllen:
What a Texas Town can Teach Us About Healthcare
A June, 2009 report in The New Yorker magazine stated that McAllen, Texas, with one of the lowest household incomes in the U.S., is one of the most expensive healthcare markets in the country. Join us a Susan Turley of Doctor's Hospital at Renaissance discusses the ramifications of the article and how healthcare in McAllen affects Texas.
Susan Turley - Chief Financial Officer, Doctor's Hospital at Renaissance - McAllen, Texas
Education, Training & Expectations: Understanding Workforce Diversity
Suzanne Lestina - Technical Manager, Patient Financial Services & Revenue Cycle, Healthcare Financial Management Association | Ms. Lestina’s extensive revenue cycle knowledge has enabled her to provide technical input to various industry caucus and task group meetings such as the National Uniform Claims Committee, and the X12 Claims work group that defines the data transaction implementation guides. Suzanne joined HFMA with over 25 years of healthcare experience, including 10 years as a revenue cycle consultant. Prior to her consulting work, Ms. Lestina held revenue cycle leadership roles for two Chicago area hospitals. Suzanne was the project leader in building HFMA’s Revenue Cycle Bootcamp an intensive two day workshop for leaders and HFMA’s new Revenue Cycle Staff Training Series. She is a past president of the 1st Illinois HFMA chapter.
Capital Access: Acronyms Abound, New Debt Optional
The capital markets are healing from the devastating financial crisis and there are a multitude of options for raising needed capital. Join specialists from Cain Brothers to review: The pros and cons of BQBs, BABs, FHLB wraps, LOC VRDBs, and other Wall Street acronym products; the use of interest rate swaps to adapt these underlying debt structures to best meet your risk profile; and the market for raising capital via the monetization or joint venturing of noncore assets including MOBs, labs, home health, and others►
Bette Kraus - Managing Director, Capital Markets, Cain Brothers, NY Office | Bette has 25 years of municipal finance experience serving nonprofit health care clients. Prior to joining Cain Brothers, Bette worked for Goldman Sachs, JP Morgan, and CS First Boston. She received her BA from the University of Illinois in Champaign and her MBA from DePaul University in Chicago.Bart Plank, SVP, Special Products Group, Cain Brothers, NY Office | Bart joined Cain Brothers in 1997 and specializes in interest rate management and other related structured products within the firm’s Special Products Group. Bart graduated with a BA from Middlebury College in 1996, where he majored in Economics.Tim Schier, SVP, Real Estate Group, Cain Brothers, Houston Office | Tim joined Cain Brothers in 1993 and has spent his entire 20-year career in health care investment banking and real estate. At Cain Brothers, Tim has participated in transacting over 4.0 million square feet of medical real estate, and he has advised health systems, physician groups, and managed care companies on a wide variety of joint venture and merger and acquisition transactions. He earned a BA in Economics and Managerial Studies and an MBA in Finance and Entrepreneurship from Rice University.
4:15 - 5:30 pm
Leadership At This Moment in Time:
How To Lead an Organization Through a Perfect Storm
Today's healthcare executive faces many challenges. Issues such as workforce shortages - to the need to update technology and make facility infrastructure improvements as well as provide safe, high-quality patient care make financial challenges extraordinarily complex.
Thomas C. Royer, M.D. - President and Chief Executive Officer, CHRISTUS Health - Irving, Texas | Thomas Royer, M.D. a Board certified surgeon has over forty-one years in clinical and administrative roles. He is frequently named as one of “The 50 Most Powerful Physician Executives in Healthcare” by Modern Healthcare. For the last decade, Dr. Royer has served as the founding President and CEO of CHRISTUS Health, an international health system consisting of over sixty hospitals, long-term care facilities, senior campuses, multiple clinics and a myriad of health and wellness programs. Dr. Royer has lead CHRISTUS through a remarkable period of growth, it is presently the located in eight states and is the sixth largest Catholic Health System in the U.S. and is located in six states and is the second largest in Mexico. He served previously at Geisinger, Johns Hopkins and the Henry Ford Health System.
5:30 - 7:30 pm | Conference Reception
Iron Cactus Restaurant - 606 Trinity St., Austin
Complimentary hors d'oeuvres / drink tickets for all registered conference attendees.
We have reached our conference facility capacity and are no longer able to accept new registrations. Please call us at 713.776.1314 if this creates an inconvenience for you.
►Meeting Presentation Handouts
Presentation Handouts
In an effort to become more environmentally-friendly, only a minimal number of printed handouts will be available on-site at the conference. You may download presentation handouts at the link above as they become available.
CPE Credit
Up to 18 CPE credit hours are avialable depending on your reporting jurisdiction and the number of sessions attended. Credits are sponsored by Texas Gulf Coast HFMA Chapter, sponsor #00713 of the Texas State Board of Public Accountancy. TSBPA credits are generally honored in other states. Sign-in sheets and certificates are provided. There are no prerequisites for these sessions.
Dress
Casual business attire is appropriate. PLEASE NOTE: Hotel meeting rooms tend to be COLD - it is strongly recommended that you bring a jacket, sweater, or light wrap.
Tuesday, March 30
7:00 am - 12:00 pm | Information Desk Open
7:30 - 8:30 am - Buffet Breakfast
8:00 - 9:15 am | Concurrent Sessions
The Perfect Storm: An Emergency Department Transformation and Success Story
The perfect storm is the story of the implementation of the change process that occurred as a result of an examination of the care of Emergency Department patients. The journey begins with broken processes including patient delays, dissatisfied employees and physicians, and a declining reputation in the community. The final hurricane came with a change that surpassed all expectations of success and demonstrated measurable improvements.
Toni Tripp - Administrative Director of Critical and Emergency Services, Memorial Hermann Southwest Hospital - Houston, Texas | Ms. Trip has over twenty years of experience as a registered nurse. During her early career she was a staff nurse, manager and director of two, level one trauma centers. In 1996, Ms. Tripp received her masters in Nursing and became certified
as a family nurse practitioner. For the next nine years she worked with an emergency physician group overseeing nurse practioners and physician assistants for five system hospitals. Over the past three years, she has worked as the administrative director over the areas of critical care, emergency services, neurology and security and Memorial Hermann Southwest. This past year the emergency department transformed itself with a renovation and split plan that resulted in improved efficiency and quality. Hospitals throughout the country have visited the Memorial Hermann Southwest’s emergency department to consult with the emergency department staff about the impressive changes.
Developing a Successful Physician Strategy
Walter Morrisey, M.D. - Vice President, Kaufman Hall & Associates - Skokie, IL | Walter Morrissey has more than 12 years of healthcare experience working as a clinician, strategic advisor, and administrator. He is a member of Kaufman Hall’s strategy practice, and is focused on assisting hospitals and health systems with integrated strategic and financial planning, service line planning/distribution across systems, and medical staff planning/physician alignment strategy. Prior to joining Kaufman Hall, Dr. Morrissey was a Vice President at Sg2, an international healthcare intelligence and consulting firm. At Sg2, Dr. Morrissey led a variety of consulting engagements with a focus on clinical strategy, ambulatory strategy, facility planning, and physician relations. He has worked with hospitals, health systems, device manufacturers, and venture firms both in the U.S. and around the world. Dr. Morrissey is a frequent speaker at conferences, national meetings, and industry events. He remains clinically active as a part-time Attending Physician at Hines VA Hospital and also serves on the Clinical Advisory Panel of Sant Health Ventures, a healthcare venture capital firm in Austin, Texas.
9:15 - 10:30 am
Physician Alignment and Collaboration
Robert I. Bonar, Jr., Dr.H.A. - Executive Vice President, Physician Enterprise, Seton Family of Hospitals and President/CEO, Dell Children's Medical Center of Central Texas | Bob Bonar leads development of the infrastructure needs for all Seton Family of Hospital’s physician organizations, including management of physician practice plans, creation and implementation of new physician services and oversight of long-term strategic plans including physicians, in addition to leading Dell Children’s Medical Center of Central Texas, the region’s only dedicated, freestanding pediatric hospital. Dr. Bonar began his career in healthcare during the 1970s as a hospital-based street and flight paramedic. He earned master’s degrees in education administration and healthcare administration and served as director of Emergency and Trauma Services and the air ambulance system at West Virginia University Hospitals in Morgantown. Prior to Seton, Dr. Bonar served as president and CEO of Children’s Hospital of the King’s Daughters Health System, Inc., in Norfolk, Virginia, as administrator for Integrated Services at the Medical University of South Carolina in Charleston and as administrator of the Children’s Hospital of Oklahoma. Dr. Bonar has served as adjunct assistant professor in the department of community health professions at Old Dominion University in Norfolk, Virginia, and instructor in the department of public health administration at Eastern Virginia Medical School.
J.R. Thomas - President/CEO, Med Synergies | Mr. Thomas joined MedSyneries as senior vice president and managing director of development at its inception in 1996. MedSynergies, a privately owned company, is a business service provider that provides revenue cycle services to physician groups. While at MedSynergies, Mr. Thomas has held the positions of senior vice president and CFO and has been a member of the board of directors since 1999. Prior to joining MedSynergies, Mr. Thomas served as vice president of the newly formed HealthCare Finance Group for Bank One and assistant vice president for Texas Commerce Bank where he focused on hospitals, emerging healthcare markets, core finance and revenue.
10:30 - 10:45 am - Refreshment Break
10:45 am - 12:15 pm
Healthcare Reform: What Does It Mean for Texas? For Hospitals?
Dan Stultz, M.D., FACP, FACHE, is president and chief executive officer of the Texas Hospital Association, an Austin-based trade association representing more than 85 percent of the state’s hospitals and health care systems. He is a member of the American Hospital Association’s Regional Policy Board 7 and of the State Hospital Association Executives Forum. A member of the American College of Healthcare Executives, he earned designation as a Fellow in 2006. Stultz was president and CEO of Shannon Health System, a three-hospital health system associated with a multi-specialty clinic and legacy insurance company, in San Angelo, Texas, from 1999 until November 2006. He was a member of the THA Board of Trustees during that time, and served as THA chairman for 2004-05. A physician, Stultz practiced general medicine and specialized in treating arthritis in San Angelo for more than 25 years. Stultz received his bachelor’s degree from Southwestern University in Georgetown, Texas. He attended medical school at The University of Texas Medical School in Houston, and completed his internship and residency at The University of Kentucky.
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. A native of Tyler, Hawkins earned a Bachelor of Arts degree in government and a master of public affairs degree, both from The University of Texas at Austin.
12:15 pm - Conference Ends
HFMA Texas
Statewide Sponsors
Gold Sponsors
Silver Sponsors
American Express
Avadyne Health
Cirius Group, Inc.
CBE Group
Craneware
Dell Services
Grant & Weber Texas, Inc.
MASH, Inc.
MedARx
MFP, Inc.
Protiviti
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