Monday, June 11 8:15 a.m.
Registration & Continental Breakfast
8:45 a.m. Welcome &
Introduction
9:00 a.m. Legal Update Explore the current focus of the federal and
state governments regarding health care. Understand how recent court decisions
will affect the industry. Find out how to integrate new legal issues into your
business practices and recognize potential legal issues that may affect your
strategic plans.
9:50 a.m. Health Care Reform Update Discuss the transformation of
health care, economics, and the trend towards coordinated care. Identify and
address critical health care reform
questions.
10:40 a.m. Refreshment Break
10:55 a.m. Accounting and Auditing Update Discuss emerging
developments that impact health care organizations in the areas of accounting
and financial reporting. Understand how to assess their implications today and
plan for tomorrow. 12:35 p.m. Lunch & Networking
1:25 p.m. Payment Reform—ACOs and Physician
Integration Panel Explore
key issues as the industry moves toward volume based payment. Understand the
importance of physician and clinical integration under payment reform and
bundled payment. Review the requirements to become an ACO, and why these key
components are important for success. Find out where to begin, what to watch out
for under payment reform, and who will control the payment stream.
3:05 p.m. Refreshment Break
3:20 p.m. Data Analysis for Health Care
Financial Managers—Tools, Technology, and Teams Discuss the challenges financial managers face to
acquire information in databases, such as those provided by CMS to ACOs and
bundled payment participants. Understand the new accounting and financial skills
required to handle this data, and explore the ever-changing set of tools to
extract meaningful information and present it in a useful way. Review key issues
that will allow these teams to succeed.
4:10 p.m. Banking and Liquidity
Management Learn how to maximize
returns on cash in a low rate environment. Examine whether new banking services
and technology can help your organization, what your cash management services
are really costing, and if it’s time to issue an RFP for banking services.
5:00 p.m. Networking
Reception
6:00 p.m. Adjournment
Tuesday, June 12 7:30 a.m. Continental Breakfast &
Networking
8:00 a.m. CONCURRENT SESSION 1
1A: Acute
Care: Capital Markets Overview Discuss recent activities and
opportunities in health care capital markets. Examine the volatility in
capital markets and how it has affected many aspects of financing strategies
for health care institutions, including both bank credit structures and bond
financing. Understand why health care institutions have been exploring tax
exempt and taxable alternatives in fixed and variable rate markets. Discuss
accelerated consolidation activity within health care institutions. (1-Other)
1B: Long-Term Care: Legal Update Explore recent legal developments
affecting long-term care providers. Review changes mandated by health care
reform and the Affordable Care Act, and how these changes impact operations.
Discuss some of the legal theories behind federal and state governments
looking to Medicare and Medicaid recoveries to help balance their budgets;
prepare for potential contacts from the ZPICs, MACs, MICs, RACs, OIG, DOJ,
MFCU, and BPI. Understand how to improve compliance programs to help identify
warning signs and potential issues within your organization. (1-Other)
1C: Physician Care: Physician Compensation Discuss compensation trends and strategies for
employed physicians. Examine potential regulatory risks of physician
compensation models. Learn how to use market survey benchmarks to determine
fair market value. Hear best practices for physician compensation
arrangements. (1-Other)
8:50 a.m. CONCURRENT SESSION 2
2A: Acute Care: CFO
Panel Hear what CFOs perceive to be their organization’s
greatest challenges, what technology they utilize in their organizations, and
how they monitor financial performance. Get their reaction to Medicare and
Medicaid reimbursement and how they are positioning their organizations to
brace for future reimbursement reductions. Discuss current and potential
accounting and political changes in health care reform, ACOs, and EMR.
(1-Other)
2B: Long-Term Care:
Medicare and Medicaid Updates Examine the multitude of
changes long-term care has experienced with Medicare and Medicaid
reimbursements over the past two years. Discuss the current reimbursement
process for Medicaid and the impact of the quarterly budget adjustment factor.
Explore changes in the Medicare PPS RUG IV system, understand the impact on
reimbursement, staffing, and operations, and review the current reimbursement
system and process. (1-Other)
2C:
Physician Care: Tax Update for Physicians and Health Care Business Owners Learn to help your
clients make advantageous tax decisions for the second half of 2012. Discuss
federal income, gift, and estate tax planning. Find out what types of actions
should be taken before the end of the year as many favorable federal tax
provisions are set to expire. (1-Tax)
9:40 a.m. CONCURRENT SESSION 3
3A: Acute Care: Meaningful Use—Accelerating Adoption and Use of EHR
Technology Understand why meaningful use of EHR technology is
essential in the transformation of the industry. Review the current health
care landscape within the context of meaningful use. Discuss objectives and
goals of the meaningful use mandates, revenue recognition guidelines, and
financial audit imperatives. Examine the core, menu, and clinical quality
measures forming the basis of the rules and regulations. Discuss care delivery
process changes arising from meaningful use compliance and implementation
lessons learned. (1-A&A)
3B: Long-Term Care: CFO Panel Hear what CFOs perceive to be their
organization’s greatest challenges, what technology they utilize in their
organizations, and how they monitor financial performance. Get their reaction
to Medicare and Medicaid reimbursement and how they are positioning their
organizations to brace for future reimbursement reductions. Discuss current
and potential accounting and political changes in health care reform, ACOs,
and EMR. (1-Other)
3C: Physician Care:
Understanding the Physician’s Role in an Accountable Care
Model Explore the physician's role in an ACO. Discuss
physician collaboration structures and methodologies to ensure greater
accountability. Examine an independent versus employed physician's role in an
ACO. Learn how to engage both independent and employed physicians as members
of an ACO. (1-Other)
10:30 a.m. Refreshment Break
10:45 a.m. CONCURRENT SESSION 4
4A: Acute Care: Maintain Tax-Exempt Status Get an update on
the statutory requirements in IRC Section 501(r) for hospitals to maintain
tax-exempt status under section 501(c)(3). Hear practical guidance in meeting
the new requirements for exemption, especially regarding the hospital's
financial assistance policy, certain limitations on charges, billing and
collection requirements, and conducting a community health needs assessment.
Understand the implications to hospitals for reporting charity care, community
benefit, and other disclosure items on the 2011 Form 990 Schedule H. Review
future guidance that may be issued in connection with tax-exemption standards
for hospitals. (1-Tax) Note: For an update on Form 990, attend
session 8A: Form 990—Focus on the New Schedule H.
4B: Long-Term Care: Department of Welfare Update Hear an update from
the Office of Long-Term Living, including new initiatives, nursing facility
and waiver payment files, and assisted living. Discuss provider support,
services the Office provides, and progress updates of the new system design.
(1-Other)
4C: Physician Care: CFO Panel Hear what CFOs perceive to be
their organization’s greatest challenges, what technology they utilize in
their organizations, and how they monitor financial performance. Get their
reaction to Medicare and Medicaid reimbursement and how they are positioning
their organizations to brace for future reimbursement reductions. Discuss
current and potential accounting and political changes in health care reform,
ACOs, and EMR. (1-Other)
11:35 a.m. CONCURRENT SESSION 5
5A: Acute Care: Surviving and Thriving in the Age of Health Care
Accountability Look at the role of MACs, RACs, PSCs, ZPICs, CERT,
MIP, MIG, MICs, PERM, and MIGs. Recognize the individual program integrity
contractors’ findings and how they interrelate. Identify direct hospital and
provider impact of current regulatory enforcement initiatives. Prioritize
focus among these auditing bodies to assess the greatest threats and
opportunities to assure revenue integrity. Recognize when and how to structure
an appeal, and outline the appropriate steps to proactively ensure compliance.
(1-Other)
5B: Long-Term Care: Cost Report Update—Preparation and Submission of
an MA-11 Learn how to submit an MA-11 that minimizes
adjustments and rejections. Find out how to prepare an MA-11 to assure proper
reimbursement and interpret cost reporting data to assist in managing the
operations of your organization. (1-A&A)
5C: Physician Care: Meaningful Use Understand the current
environment that has been driven by billions of dollars in provider incentives
for achieving meaningful use, including incentives that have already been
paid. Hear an overview of the purpose and stages of meaningful use. (1-Other)
12:25 p.m. Boxed Lunch &
Networking
--Optional Afternoon
Sessions--
1:15 p.m. CONCURRENT SESSION 6
6A: Acute & Physician Care: HAP Update Discuss the current state and
federal issues affecting health care. Examine health insurance trends and the
effects of health care reform in Pennsylvania. (1-Other)
6B: Long-Term Care: Operations Assessment Learn key
components to a formal operations assessment from the perspective of a CFO and
an outside consulting firm. Identify potential revenue and cost containment
opportunities for your facility. (1-Other)
2:05 p.m. CONCURRENT SESSION 7
7A: Acute & Physician Care: ICD-10 Hear the latest planning and
remediation activities for providers, payers, and vendors impacted by
regulatory change. Get a thorough update on regulations and examples of best
practice planning efforts underway by leading health care providers and
payers. Discuss accounting for costs associated with ICD-10.
(1-Other)
7B: Long-Term Care: Senior Living Capital Markets–The Transition
Continues Discuss the current capital market interest rate
environment, as well as financing alternatives and approaches needed to
successfully access capital. Review key areas of organizational strength and
competencies needed to operate in the rapidly changing senior living sector.
Hear lender responses and approaches to challenged credit situations. Gain
insight into how the credit market may evolve over the next 24-36 months.
(1-Other)
2:55 p.m. Refreshment Break
3:10 p.m. CONCURRENT SESSION 8
8A: Acute & Long-Term Care: Form 990—Focus on the New Schedule H
Examine the new Form 990 Schedule H reporting and disclosure
requirements. Discuss the impact of the Patient Protection and Affordable Care
Act on Form 990 reporting. Understand the new reporting requirements under IRC
501(r), including community needs assessment requirements, financial
assistance policy requirements, limitation on charges requirements, and
billing and collection requirements. Explore planning options to prepare an
organization for these requirements. (1-Tax) Note: To learn
about maintaining your organization’s tax-exempt status, attend session 4A:
Acute Care: Maintain Tax-Exempt Status.
8B: Physician Care: Physician Recruitment and Strategy Discuss Stark Law, IRS, and legal guidelines for physician recruiting.
Examine traditional and independent alternative physician recruitment models.
Understand hospital versus practice recruitment, and explore physician
compensation trends and other considerations. (1-Other)
4:00 p.m. Adjournment
Wednesday, June 13 7:30
a.m. Continental Breakfast & Networking
8:00 a.m. Mergers and Acquisitions Explore recent
trends and activity in health care mergers and acquisitions. Get an overview of
merger transaction strategies. Learn recommended procedures and focus areas for
due diligence in health care mergers and acquisitions.
8:50 a.m. Fair Market Value—Valuations in Health
Care Understand why valuating your practice is a useful tool. Obtain
an understanding of general valuation methods and techniques applicable to the
valuation of your practice or facility. Learn how and why the value of your
practice may differ depending upon the use of varying standards or premise of
values.
9:40 a.m. Tax Update Review changes to the 2011
Form 990. Discuss Schedule H and Community Benefit Reporting. Understand the new
community health needs assessment IRS requirements, and review other health care
tax issues.
10:30 a.m.
Refreshment Break
10:45 a.m. Fraud Trends in the Health Care
Industry Find out why fraud continues to be prevalent in the health
care industry. Learn how fraud has evolved through the use of new technology.
Discuss the different types of government enforcement methods, their
effectiveness, and how new regulations will effect enforcement in the future.
Hear tips to fight fraud in your organization.
11:35 a.m. Emerging Issues in Health Care Compliance and False
Claims Act Hear an in-depth discussion of how health care compliance
issues develop into false claims cases, and learn how they proceed under the
False Claims Act. Review major False Claims Act settlements, hot button issues
in health care compliance, including Part D, RAC Audits, HEAT, and the impact of
health care reform measures.
12:25 p.m.
Adjournment
Conference is brought to you by PICPA in affiliation with HFMA
Pennsylvania Chapters. HFMA Members may
register for the conference at the PICPA member rate. Please contact the PICPA
Professional Education Team at (215) 972-5430 to register.
Thanks to the following for its support of this conference:
Registration
PICPA Member: $495 Nonmember: $545
More Information
Course No. 700000Level: Update
Prerequisites:
You will receive your course materials one week prior to the course start date. Please download them prior to your arrival at the course.
Notes
CPE Credits: 18 credits for three day conference, plus 3 additional credits
for Tuesday’s optional afternoon sessions. Day 1: 3-A&A; 5-Other Day
2: Credit types for concurrent sessions are noted in session
descriptions. Day 3: 3-A&A; 1-Tax; 1-Other
This course has been submitted to the State Board of Nursing Home
Administrators for approval. The total number of credits will be provided at the
conference.
Speaker(s)
Joanne Judge
Shareholder & Co-Chair Health Law Department
Joanne M. Judge, Esq. Shareholder &
Co-Chair of Health Law Department Stevens & Lee PC
Joanne M. Judge, Esq., CPA, is the Co-Chair of the Health Law Department at
Stevens & Lee, a regional law firm with 250 professionals. She previously
served as President of Community Hospital of Lancaster and was formerly its
chief financial officer.
She received her B.S. in Accounting from St. Joseph's University, and a J.D.
from Villanova University School of Law. Joanne focuses her practice in
transactional and regulatory matters for health care systems, long-term care and
senior living organizations and physician practices, including mergers and
acquisitions, joint ventures, affiliations and reorganizations, contracting,
licensure, and compliance-related issues.
Joanne served as the National Chairman of the Healthcare Financial Management
Association, and was honored in 1999 with the Frederick C. Morgan Award. She has
served in leadership capacities in community and professional organizations,
including as Chairman of the Lancaster and Reading YMCAs and the Lancaster
Chamber of Commerce. She is the Immediate Past Chair of the board of Alvernia
University, and Chair of the Berks Workforce Investment Board, and a member of
the Reading Public Museum Board. She is the Chair of the Board of Irex
Corporation, a specialty contracting business. She was previously honored as one
of Pennsylvania's inaugural Best 50 Women in Business, and received the Athena
Award from the Berks Chamber of Commerce. As published in Philadelphia magazine,
Joanne has been recognized as a Pennsylvania Super Lawyer for the last seven
years.
February 2017
Kevin Brennan
Principal
Kevin F. Brennan, CPA, FHFMA Executive Vice
President & Chief Financial Officer Geisinger Health System
Kevin F. Brennan, CPA, FHFMA is the Executive Vice President of Finance,
Chief Financial Officer of Geisinger Health System and Treasurer of the
Foundation. As Chief Financial Officer, he is responsible for all of the System
financial operations and directs key functions including: treasury management,
revenue cycle, financial reporting, budgeting, third party contracting,
compliance, payroll, accounts payable, tax, decision support, mergers and
acquisitions and financial systems, including workforce management. Mr. Brennan
holds a Master’s of Business Administration degree in Healthcare Administration
and a Bachelor of Science degree in Business Administration, both from LaSalle
University in Philadelphia. He has been a Certified Public Accountant since 1979
and is a member of the American Institute of Certified Public Accountants and
the Pennsylvania Institute of Certified Public Accountants. He is a fellow of
the Healthcare Financial Management Association since 1992 and also serves on
HFMA Principles and Practices accounting rule making body.
Stephen Franko
Stephen H. Franko, CPA, MBA
Mr. Franko has over 30 years of Health Care Management experience. He began
his career with Coopers and Lybrand in Binghamton, New York. He most
recently served as Chief Financial Officer for Regional Hospital of Scranton,
Scranton, Pa., a Community Health Systems affiliate that is now part of
Commonwealth Health. From 2001 through 2011, Mr. Franko was Chief
Financial Officer for Mercy Health Partners, a regional health system and
affiliate of Catholic Health Partners. The region included hospitals in
Scranton, Wilkes-Barre, Nanticoke, and Tunkhannock, Pa. Mr. Franko
directed the overall financial management of the system, with oversight of 300
million in net operating revenues and 1800 employees. He led the
development of numerous joint ventures and had the lead role and responsibility
for mergers and acquisitions, including strategy development, and ownership
transition. He was responsible for all financial services, the revenue cycle,
IT, supply chain, support services and operational departments of pharmacy,
laboratory and radiology. He has both experience with stand alone hospitals as
well as intergraded health care systems.
Jonathan Pearce
Jonathan W. Pearce, CPA,
FHFMA Principal Singletrack Analytics
LLC
Jon is the founding principal of Singletrack Analytics, LLC, a specialty
healthcare financial and data analytics company that provides strategic
analytics consulting, data integration, business intelligence and IT leadership
services to healthcare organizations. Jon has more than 35 years of diverse
healthcare financial, strategy and data analytics consulting experience. He has
worked for hospitals, physician groups, integrated delivery systems, health
plans, PACE programs, law firms and other healthcare organizations in financial
and data-related strategies and operations. His projects have included advising
clients on healthcare data integration and analytics, implementing data
warehouses and analytical tools for managed care organizations, developing DRG
payment rates for health plans, designing reports to facilitate risk score
reporting for PACE programs, preparing expert witness testimony on provider
payment issues, providing consultative support for a disease management company,
and providing skills training for finance and decision support staffs. Prior to
forming Singletrack Analytics, Jon worked at a Philadelphia area consulting firm
where he managed their business intelligence practice and projects involving
complex financial and data analyses. Earlier he worked for a large national CPA
firm at which he earned his CPA certification and managed financial feasibility
and other related projects. He was also national coordinator for their Medicare
cost reporting system.
Russell Wagner
Russell R. Wagner, CPA Executive Vice
President and Treasurer Holy REdeemer Corporate Finance Center
Russell R. Wagner, CPA, is an Executive Vice President and Treasurer of the
Holy Redeemer Health System and responsible for Financial Reporting and Treasury
operations. Mr. Wagner is a graduate of Temple University with a Bachelor of
Business Administration in Accounting in 1979. He passed the Uniform Certified
Public Accountant Examination in 1982 and became licensed in the State of
Pennsylvania. He has served several vice president level positions in the
Corporate Finance Department of the Health System starting as Vice President,
Reimbursement/Internal Audit, assuming the duties of Financial Reporting in
January 1996, adding the duties of Treasury operation in September of 1998, and
became Senior Vice President, CFO in January of 2004 and Executive Vice
President in January of 2012.
Edward Waddington
Partner
Edward M. Waddington, CPA Managing Director Smart
Devine
Managing Director of the Firm’s traditional accounting and business services
division, with more than 25 years of extensive experience assisting and
consulting clients on numerous facets of financial reporting, valuation, tax
controversies and business disputes. Engagements have included the analysis of
documents and agreements in connection with the formation, operation, transfer
and valuation of several hundred closely held business interests. Ed has
assisted and represented clients in hundreds of tax audits, appeals and criminal
investigations involving federal, state & local income tax, sales tax and
corporate tax. His testimony as an expert in accounting/tax and business
valuation has been accepted on numerous occasions in various Courts (United
States District Court, Pennsylvania Court of Common Pleas, Superior Court of New
Jersey Chancery Division, United States Bankruptcy Court and the United State
Tax Court).
Richard Frazier
Partner
Richard T. Frazier, Eq. Partner Saul Ewing
LLP
Richard T. Frazier is a Partner in the law firm of Saul Ewing LLP, resident
in the Philadelphia and Chesterbrook Offices. He is a member of the Firm's
Business Department, the Health Law Practice Group and the Tax Practice Group.
He is engaged in a diverse health law and tax practice and also is involved in
private equity and venture capital fundings. Mr. Frazier advises hospitals and
related entities, ancillary healthcare providers, physicians and joint ventures.
He has been actively involved in the planning and implementation of numerous
acquisitions and restructurings, in the creation of alternative healthcare
delivery systems, and in the formation of joint ventures. Mr. Frazier has been
an advisor to many civic and charitable organizations and he often represents
such groups before the Internal Revenue Service and state agencies. He
frequently lectures before business, tax and healthcare groups on current
developments in federal and state law. Mr. Frazier received his undergraduate
degree, cum laude, from Dartmouth College and his law degree, cum laude, from
Villanova University where he was a member of the Law Review and the Order of
the Coif. He also holds an M.B.A degree from the Tuck School at Dartmouth
College and an L.L.M. in Taxation from Villanova University School of Law. He is
a member of the ABA Health Law Section, the ABA Tax Section and the American
Health Lawyers Association. Mr. Frazier is also active in civic affairs and is
currently the Chairman of the Easttown Township (Chester County, PA) Board of
Supervisors.
Steven Jeffrey
Steven J. Jeffrey Managing
Director Ziegler Investment Banking
Steven Jeffrey joined the senior living team at Ziegler in 2003 to serve the
investment banking needs of senior living organizations in the mid-Atlantic area
with a focus on Pennsylvania and Maryland. In these efforts, Steven has assisted
many Mid-Atlantic senior living providers in strategic capital planning,
development execution, acquisitions and dispositions of communities, and
structure and execution of tax-exempt financing. During his tenure with Ziegler,
Steven has assisted senior living clients in successful placing more than $1.3
billion of tax-exempt financing. For the past 20 years, Steven has served
non-profit, senior living providers. Prior to joining Ziegler, he was a
principal of a national consulting firm where he assisted over 130 organizations
in capital formation, project development, financial analysis, and facility
repositioning. Steven also served as a senior manager for the national strategy
practice of KPMG. In this capacity, he served as feasibility consultant on over
$750 million of tax-exempt senior living financings. Steven is a Certified
Public Accountant and holds a B.S. in finance from Wilkes University and a M.S.
in organizational leadership from Philadelphia Biblical University. He is an
active participant on many Pennsylvania initiatives including the PANPHA
Benchmarking Taskforce, Annual Conference Planning Committee and other efforts.
Steven is a frequent speaker for state and national conferences on senior living
finance, strategic planning, project development, facility repositioning, and
capital planning.
Jeffrey Boland
Part & Dpt Hd Sen Liv Ser Consult Grp
Jeffrey Boland, CPA Partner and Department
Head, Senior Living Services Consulting Group Reinsel Kuntz Lesher
LLP
Jeff has over 20 years of healthcare experience. His extensive experience is
concentrated in the areas of operational analysis of long term care providers,
third-party reimbursement (including billing and cost reporting) and regulatory
compliance. Prior to joining Reinsel Kuntz Lesher, Jeff was a Partner at a
regional accounting firm and a director with KPMG. His background also includes
setting up computer systems for long-term care facilities for financial
accounting and third party billing applications, and serving as a controller for
a large CCRC.
Robert Richards
VP of Finance & CFO
Robert J. Richards, CPA Vice President of
Finance & Chief Financial Officer Good Samaritan Hospital
Bob has over 25 years of healthcare experience obtained primarily from
working in the non-profit community hospital setting. Bob graduated in 1981 from
what is now known as Philadelphia University with a Bachelors Degree in
Accounting. He spent the early part of his career in the Philadelphia market,
first as an Internal Auditor for United Hospitals, Inc., the parent company for
Warminster, Lawndale, Rolling Hill and St. Christopher’s Hospitals. In 1990 he
moved to Montgomery Hospital in Norristown to initiate an internal audit
function and in 1993 he became Controller and ultimately VP of Finance. Then in
1999, Bob relocated to Central Pennsylvania and became VP Finance and CFO for
The Good Samaritan Health System which operates the only Acute Care Hospital in
Lebanon County. He oversees the financial operations of the Health System which
also includes several affiliates and is currently approximately $200 million in
Net Operating Revenue. During his time at Good Samaritan, he helped finance the
largest expansion project in the history of the Hospital, which also included
adding Cardiac Surgery to the compliment of services the Health System provides
to the residents of Lebanon County.
Pamela Formica
Chief Financial Officer
Pamela S. Formica,
CPA
Vice President of Finance
& Chief Financial Officer
Brethren
Village
Ms. Formica joined Brethren Village as Chief Financial Officer in 2002,
and has served as Vice President Finance since June, 2003. Her responsibilities
include Accounting Services, Personal Care Services, Supportive Living
Marketing, Corporate Compliance, and Risk Management functions. Ms. Formica
began her career with Coopers and Lybrand, Harrisburg, PA, serving as Senior
Associate from 1989 to 1992. She then moved on to Masonic Homes in
Elizabethtown, PA where she served as the Assistant Controller from 1992 until
2002 at which time she joined Brethren Village. Her key accomplishments include
the enhancement of financial reporting to the governing Board of Directors,
management team, outside groups/agencies and residents. Also, the establishment
of key indicators which drive the organization, financial turnaround which
strategically positioned the organization for a bond offering, and the
development of a technology plan utilized in forecasting and project planning.
She also implemented effective Risk Management and Compliance programs,
evaluated and implemented insurance alternatives in addition to the formulation
of corporate goals for integration in to financial and operational
plans/projections. She also facilitated the termination of self insured
insurances for workers compensation and health insurance— all with a passion to
serve others.
Joseph Mancano
Joseph D. Mancano, Esq. Partner Pietragallo
Gordon Alfano Bosick & Raspanti LLP
Joseph D. Mancano is a partner with Pietragallo Gordon Alfano Bosick &
Raspanti, LLP, where he serves as Chair of the White Collar Criminal Defense
Group. Mr. Mancano is based in the firm’s center city Philadelphia office. Mr.
Mancano focuses his practice on representing clients in a wide- range of complex
criminal and civil cases including antitrust, RICO, bank fraud, securities,
health care, income taxes, and qui tam/ whistleblower claims. He is an
accomplished trial attorney and has tried over 100 criminal and civil cases to
verdict in state and federal courts throughout the United States. In addition to
his active trial practice, Mr. Mancano also handles appeals in federal and state
courts. Mr. Mancano has represented a broad range of clients including banks,
manufacturing companies, universities, physicians, hospitals, home health
agencies, lawyers, accountants, securities brokers, insurers and reinsurers,
corporate executives, government contractors and professional staffing
companies. He also routinely conducts internal corporate investigations. Mr.
Mancano joined the U.S. Department of Justice under its Honors Program in 1979.
He served as a Trial Attorney in the Philadelphia Field Office of the Antitrust
Division from 1979-1982. From 1982-1985, Mr. Mancano served as a Trial Attorney
in the Philadelphia Strike Force office of the Justice Department’s Organized
Crime and Racketeering Section. Mr. Mancano continued his government career in
1985 when he was appointed an Assistant U.S. Attorney in the St. Louis, Missouri
office of the President’s Drug Enforcement Task Force. As a Justice Department
Attorney, Mr. Mancano received official commendations from the Assistant
Attorney General in charge of the Antitrust Division, the Federal Bureau of
Investigation, Drug Enforcement Administration, Bureau of Alcohol Tobacco and
Firearms, Internal Revenue Service and U.S. Customs Service.
John Dugan
Board of Trustees Member
John K. Dugan,
CPA Partner PricewaterhouseCoopers LLP
John serves as the Health Industries Provider Revenue Performance Management
(RPM) Practice Leader. In this capacity John is a member of the PwC US Provider
Leadership Team and is responsible for the development of RPM solutions and
resources. John also serves as the Relationship Partner for Temple University
Health System and has been the engagement partner on numerous TUHS initiatives.
In addition, he serves as the US Provider ICD-10 Initiative Leader responsible
for the development of service offerings and resource deployment across the
practice. John’s healthcare career spans over 25 years, and includes 8 years
working in various financial management positions at a large academic medical
center and community hospital. In addition to John's Firm responsibilities, he
has also served in leadership positions with healthcare foundations and
associations. John is currently serving as Audit Committee Chair and Treasurer
for the Inglis Foundation. John also has previously served on the AHIMA
Foundation Board. John is a Past President of the Metropolitan Philadelphia
Chapter of the Healthcare Financial Management Association Foundation Board.
John volunteers his time with several Philadelphia based charities and is a
member of the De'Touqeville Society of the United Way.
Thomas DiVittorio
Senior VP & CFO
Thomas DiVittorio
Senior Vice President
& Chief Financial Officer
Genesis Healthcare
Corporation
Tom was named Senior Vice President & Chief Financial Officer of
Genesis HealthCare in October 2008. He has served in various Corporate
Finance positions since joining the Company in 1996. Most recently, Tom
served as Vice President, Corporate Controller and Chief Accounting
Officer and was responsible for the Company's accounting policy, financial
reporting and budgeting. Prior to joining Genesis, Tom was employed by KPMG, LLP. He holds a Bachelor of Science degree in Business Administration with a
concentration in accounting from Rowan University. Tom is a Certified Public Accountant and a member of the American
Institute of CPAs and Pennsylvania Institutes of CPAs.
Jeffrey Bees is a Senior Director of Finance for the Physician Services
Division of UPMC (University of Pittsburgh Medical Center). He has over 20
years of finance and accounting experience in a variety of industries. At
UPMC, Jeff is responsible for all matters related to core finance, including
accounting, reporting, financial planning and analysis for the division, which
employs approximately 3,000 physicians. Jeff has also provided financial
management over extramurally funded programs in an earlier role in Corporate
Finance at UPMC. Prior to joining UPMC, Jeff’s career has included time as the
Acting Executive Director and the Chief Financial Officer of the Housing
Authority of the City of Pittsburgh and as a Director of Mergers and
Acquisitions for a privately held company executing business combination
strategies in the automotive products, architectural products and steel
servicing industries. Jeff began his career in the audit services division
of Price Waterhouse.
Christian Miles
Chief Operating Officer
Christian S. Miles, CPA President &
Founder Global Exercise Group LLC
Christian Miles is the President and Founder of the Global Exercise Group,
LLC - an Internet-based lower-back health exercise education start-up company,
focused exclusively on helping individuals suffering from low-back pain by using
a holistic approach. The company is scheduled to launch in the latter half
of 2012; this will be Mr. Miles' fourth new business start-up. Mr. Miles
has more than 17 years of healthcare finance and accounting experience, working
with providers, health-care systems, and health insurers. His research and
industry opinions have been published numerous times by various media outlets;
including the Associated Press, Reuters, Forbes.com, and other national and
regional news outlets. Mr. Miles has been a CPA since 1997. He
earned his B.S. in Accounting from the Bloomsburg University of Pennsylvania,
and a MBA from the University of Michigan, Ann Arbor. He is also a
Certified Personal Trainer by the American College of Sports Medicine.
Patricia O'Connell
Patricia E. O’Connell, BS, CPA Chief
Financial Officer & Vice President Lutheran Social Services South Central
Pennsylvania
Ms. O’Connell has fiscal responsibility for six senior living retirement
communities, Community Outreach Services, three HUD facilities. Prepare and
present all internal and external financial statements including third party
reimbursement reports, proforma financial statements for new projects, and
annual budget; Supervise the Accounting and Information Technology Departments;
Serve as staff liaison to the Audit/Finance Committees and LSS Board of
Directors; Represent the President/CEO as directed including activities
associated with other joint ventures and subsidiary relationships; Designs and
implements strategies to achieve goals assigned as established in the
departments’ annual operating plans; Strategic planning and forecasting for the
Agency.
Carolyn Scanlan
President / Chief Executive Officer
Carolyn F. Scanlan President & CEO The
Hospital & Healthsystem Association of Pennsylvania
Carolyn F. Scanlan was named the President and Chief Executive Officer of The
Hospital & Healthsystem Association of Pennsylvania (HAP) in June of 1995.
She sets the overall direction and pace for a staff of 75 who are involved in
representation and advocacy, technical assistance, communication, education, and
research. The association represents and advocates for nearly 220 health systems
and hospitals in Pennsylvania and the patients and communities served by those
institutions. Ms. Scanlan is committed to improving the health status of all
the people of Pennsylvania by developing a statewide responsive, community-based
integrated health care delivery system. Her past and present involvement in
government legislation and regulations, hospital administration and association
management illustrates this commitment.
Antonio Russo
Tax Director
Antonio C. Russo, CPA, JD
Tax Manager
PricewaterhouseCoopers
LLP
Anthony is a tax manager
in the National Tax Services- Exempt Organizations Tax Services practice. He
provides compliance and consulting services to leading hospitals, colleges,
universities and pension trusts, including their for-profit and tax-exempt
affiliates. Anthony has experience in providing technical assistance on various
tax matters, including organizational structure, corporate mergers and
acquisitions, employment tax and benefit plans, alternative investments, state
tax issues and tax-exempt status, including unrelated business income and
tax-exempt debt considerations. Prior to joining PwC, Anthony performed
assurance and advisory services at Arthur Andersen LLP and also performed a
rotation at the Philadelphia District Office of the United States Securities and
Exchange Commission.Anthony received a Bachelor of Science in Business Administration (Accounting concentration) from
Widener University (magna cum laude) and received his J.D. from Temple
University School of Law. Anthony is a member of the Pennsylvania Bar, New
Jersey Bar, American Bar Association, Pennsylvania Bar Association, American
Institute of Certified Public Accountants, Pennsylvania Institute of Certified
Public Accountants and is a Certified Public Accountant, licensed in
Pennsylvania.
Mark Baron
Mark S. Baron, CPA Director ParenteBeard
LLC
Mark has an extensive background with both third-party payer reimbursement
issues and operational issues affecting long-term care facilities and continuing
care retirement communities. He has prepared Medicaid cost reports for
Pennsylvania, New York, New Jersey and Maryland. Prior to joining ParenteBeard,
Mark was employed by a Pennsylvania based nursing home management firm and has
also held the position of Controller of a regional nursing home. He has been
with the firm for almost 16 years. Mark earned a Bachelor of Science degree in
Accounting from Pennsylvania State University and an MBA from the University of
Scranton.
Matthew Musgnung
Controller
Matthew D. Musgnung, CPA, CFE, CFF Senior
Manager Smart Devine
Matt Musgnung has over 15 years of consulting and forensic accounting
experience with a focus on the Health Care and Insurance/Reinsurance industries.
Matt has worked on a variety of engagements in the healthcare industry including
fraud investigations, pricing disputes related to durable medical equipment,
purchase disputes between pharmaceutical companies and benefit administrators as
well as contract and billing analysis related to credit accounts receivable
balances for hospitals. Matt has worked on numerous investigations and
litigation support engagements related to business disputes, theft of assets,
fraud & fidelity insurance claims, cash diversions, and other fraudulent
acts. Matt has assisted in the preparation of numerous expert reports and his
work products have been used in arbitrations and both civil and criminal trials.
Matt’s Healthcare experience includes managing an engagement to review the
reimbursement contracts and the billing, collections and cash posting procedures
of a large Philadelphia hospital chain. Matt has also worked on outsourced
internal audits of the claim functions of limited medical carriers, performed
analysis in support of the resolution of a pricing dispute involving durable
medical equipment, performed forensic investigation into alleged employee
diversion of reimbursement payments from a physician’s office, and has performed
evaluations of the internal audit and risk management function of healthcare
insurers.
Robert Friz
Partner
Robert W. Friz, CPA, JD,
LLM
Partner, Tax
Services
PricewaterhouseCoopers
LLP
Rob is a Partner in
PwC’s National Exempt Organizations Tax Services practice, and serves as the
leader of PwC’s U.S. Healthcare Providers and Higher Education Sector Tax
practice. In this role, Rob’s practice focuses on providing advice regarding tax
and business issues associated with tax-exempt healthcare, higher education, and
pension trust organizations, as well as their related for-profit and joint
venture entities. Rob is the Co-Chair of the Healthcare Organizations
Subcommittee of the American Bar Association Section of Taxation, and a past
Chair of the Tax and Accounting Interest Group of the Health Law Section of the
ABA. He was Co-Chair of the 2008 and 2009 ABA Washington Healthcare Summit
Programs and serves on the Governing Council of the ABA Health Law Section. He
also served as a leader of the working groups of the ABA Tax and Health Law
Sections for comments to the IRS regarding the redesigned Form 990 and
regulations interpreting the new operating requirements for hospitals per the
health reform legislation. Rob serves as an Adjunct Professor for the Graduate
Tax Program at Temple University School of Law (instructing the course "Taxation
of Exempt Organizations"), and is a member of the ABA (Section of Taxation,
Committee on Exempt Organizations; Health Law Section), American Institute of
Certified Public Accountants, and American Health Lawyers Association. He is the
author of several articles that have appeared in national journals, and is a
frequent speaker on tax matters involving exempt organizations and the
healthcare and higher education industry, including programs sponsored by the
American Bar Association Section of Taxation and Health Law Section, the
American Health Lawyers Association, the National and Eastern Associations of
College and University Business Officers (NACUBO/EACUBO), and the Healthcare
Financial Management Association (HFMA).
Paula Sanders
Principal
Paula G. Sanders Principal Post &
Schell
Paula G. Sanders is a Principal in Post & Schell’s national healthcare
practice. She focuses her practice exclusively on healthcare law. She represents
clients on both substantive and procedural aspects of health facility
regulation, such as surveys; licensure; Medicare/Medicaid; compliance; special
focus facilities, RAC, MIC, PERM, CERT and ZPIC audits; accreditation; payment
matters; fraud and abuse, and voluntary disclosures. Ms. Sanders is skilled in
dealing with multiple regulatory and law enforcement agencies and coordinating
an integrated response to their issues. Her clients include hospitals and
academic medical centers, long-term care and assisted living providers, CCRCs,
institutional pharmacies, DME companies, home health, hospice and rehabilitation
providers, as well as mental health and developmental disability providers. Ms.
Sanders has written and lectured extensively on the topics affecting the health
care industry. She speaks regularly before international, national and statewide
organizations. She is on the Editorial Board of Eli Healthcare Long Term Care
Survey Alert, and is a member of the legal committees of the American Health
Care Association and LeadingAge. Ms. Sanders has been named a Pennsylvania Super
Lawyer for Health Care by her peers.
Christopher McCann
Executive Director
Christopher J. McCann, CFA Executive
Director J.P. Morgan
Christopher J. McCann, CFA, Executive Director, joined J.P. Morgan in 2008
and has been based in Philadelphia and New York. Mr. McCann is primarily
responsible for providing solutions and services to J.P. Morgan’s not-for-profit
client base in the mid-Atlantic and southeastern regions. Mr. McCann has focused
on the healthcare sector for nearly 20 years, and previously managed the
healthcare investment banking efforts of a major regional banking firm. Select
client responsibilities include Children's Hospital of Philadelphia, Jefferson
Health System, Geisinger Health System, Barnabas Health (NJ), Robert Wood
Johnson University Hospital (NJ), Christiana Care Health System (DE), and
Medstar Health (MD). Mr. McCann received his Bachelor of Arts from the
University of Pennsylvania where he majored in economics and history, and earned
the Chartered Financial Analyst (CFA) designation in 2001. Further, he is an
active member of the Healthcare Financial Management Association, and a frequent
speaker regarding various healthcare financial topics.
Sean O'Hara
Senior Manager
Sean A. O’Hara, CPA Senior Manager PwC
Sean is a senior manager in PwC’s Provider Assurance practice in
Philadelphia, PA. For more than 10 years Sean has been providing audit
services to healthcare provider clients. Sean is responsible for managing all
phases of healthcare audit engagements, providing services to not-for-profit
hospitals and health systems, as well as national publicly-traded health
provider organizations. Sean is currently working in PwC's National Office on
not-for-profit, healthcare, higher education and GASB technical matters.
Anne Henry
Senior VP & Chief Government Affairs Officer
Anne Henry Senior Vice President & Chief
Government Affairs Officer LeadingAge PA
Anne currently serves as the Senior Vice President and Chief Government
Affairs Officer for LeadingAge PA having joined the organization in October of
2014.
Prior to joining LeadingAge PA she served for nearly three years as Director
of Finance for the Department of Human Service’s Office of Long Term
Living. As Director, she oversaw the $5.4B budget which provided Medical
Assistance funding to nursing facilities, the LIFE program (nationally known as
the PACE program), and home and community based waiver services for seniors and
physically disabled adults.
Anne has extensive experience in both associations and long term care.
Early in her career, she held positions of increasing responsibility at a family
owned long term care company where she was able to earn her nursing home
administrators license. She also served as Chief Operating Officer for the
Pennsylvania Health Care Association
Ms. Henry holds degrees from both the University of Pittsburgh and York
College of Pennsylvania.
February 2017
Glenn Barenbaum
Senior Associate
Glenn P. Barenbaum, CPA Director, Healthcare
Practice PricewaterhouseCoopers LLP
Glenn Barenbaum, Director in the Healthcare Practice of
PricewaterhouseCoopers’ Transaction Services Group, is responsible for managing
a wide range of merger, acquisition, and divestiture services for healthcare
organizations. Glenn has assisted his clients in the deal process including
initial valuation of a potential transaction, performance of due diligence,
negotiation of the purchase and transition agreements, and analysis of closing
balance sheets and related purchase price adjustments. His experience also
includes complex transaction structures including cross border transactions and
carve outs. Glenn has over eight years experience in a wide range of healthcare
industry sectors. His sector experience includes pharmaceutical, medical device,
health insurance/managed care, health systems, general acute- care hospitals,
physician practices, long-term care, rehabilitation, home care and clinical
laboratories. Glenn previously served privately-held clients in the firm's
Private Company Services audit practice. During his tenure in Private Company
Services, Glenn served clients in several industries including technology,
casino, real estate, legal and general manufacturing. Glenn is a Certified
Public Accountant and graduated from Syracuse University with a B.S. in
Accounting.
C. Goldman
Chief Executive Officer
C. Mitchell Goldman, Esq. Partner Duane
Morris LLP
C. Mitchell Goldman is a partner in the Health Law Practice Group of Duane
Morris LLP, an international law firm with more than 700 attorneys and offices
throughout the United States and around the world. Mr. Goldman primarily
represents hospitals and physicians and health care entrepreneurs and advises
them on payment and corporate aspects of health care delivery. During the recent
passage of the Patient Protection and Affordable Care Act, he advised the staffs
of a number senators and congressmen on the impact of the expansion of health
insurance coverage on hospitals and physicians, the need for primary care
physicians, and the importance of health insurance exchanges. He was the subject
of a profile by the Philadelphia Inquirer as a thought leader on healthcare
reform. He recently published an article for Modern Healthcare on the importance
of innovation in healthcare reform and authored a chapter on health insurance
exchanges in a book recently published by the American Law Institute/American
Bar Association entitled, “A Guide to Health Care Reform”. Mr. Goldman was a
founding partner of a boutique health law practice, Goldman and Marshall in 1980
where he practiced health care law for almost 20 years. In 1999, he joined Duane
Morris as an equity partner in the Health Law Practice Group where he developed
an innovative approach to medical malpractice insurance and lead the development
of four medical malpractice companies offering professional liability insurance
coverage to physicians in Florida, Pennsylvania, Maryland and New Jersey. The
Pennsylvania company is now the third largest writer of medical malpractice
insurance for physicians in Pennsylvania.
Frank Giardini
Principal
Frank D. Giardini, MST Principal, Tax Grant Thornton
LLP
Frank Giardini is a principal with more than 28 years of experience with
clients in the healthcare and higher education industries advising on business
and tax matters. Frank focuses on providing transactional planning and tax
consulting including merger and consolidation planning to his exempt and
for-profit clients.
Frank leads the Mid-Atlantic Non Profit/Healthcare Tax Group from
Philadelphia and has been actively involved in speaking to various industry
groups including HFMA and the PICPA on tax matters affecting the healthcare
industry. Frank has also assisted in the development of tax policies and
procedures as well as the structural aspects of constructed agreements. He has
consulted clients on the tax implications related to: • Intermediate
sanctions planning & compliance • IRS/state tax audit representation •
Executive compensation • Unrelated business tax planning •
Fundraising • Taxable subsidiaries • Community Benefit rules of Form
990 Schedule H • Corporate Governance
Brandon Harlan
Brandon W. Harlan, CPA Senior
Manager Carbis Walker LLP
Brandon Harlan is a Senior Manager with Carbis Walker LLP’s Health Care
Services team and has been a member of the Firm for over seven years. His focus
is on providing services tailored to meet the specific needs of our health care
clients. His experience includes financial statement audits, reviews, and
compilations of nursing homes, hospitals, home health agencies, hospice
agencies, and rehabilitation facilities; preparation and analysis of Medicare
and Medicaid cost reports; Medicare and Medicaid audit analysis; Medicare bad
debt audits; benchmarking and financial operational reviews; accounts receivable
and revenue enhancement reviews; nursing home bed assessment analysis; budget
preparation and assistance; resident day reporting analysis; corporate and
partnership tax returns; and general consulting and accounting services for our
health care clients. Brandon earned a Bachelor of Science degree in Business
Administration with a major in Accounting from Geneva College and is an active
member in the Healthcare Financial Management Association (HFMA), and LeadingAge
PA - An Association of Pennsylvania Not-for-profit Senior Services (formerly
panpha). He is also a member of the American Institute of Certified Public
Accountants (AICPA) and the Pennsylvania Institute of Certified Public
Accountants (PICPA).
Julius Green
Retired Partner (Baker Tilly)
Julius Green, JD, CPA Partner and Exempt Organization Tax Practice Leader Baker Tilly Virchow Krause LLP
Julius has nearly 30 years of
experience working with exempt organizations and is the tax
practice leader for his firm's East region. He provides consultation on
tax compliance and consulting matters that impact the
firm's higher education, not-for-profit, healthcare and senior living clients. Julius has been
with Baker Tilly since 2002. Prior to joining the firm, he spent
11 years with two international firms, and 12 years with two universities. He
is also the immediate past president of the Pennsylvania Institute of Certified Public Accountants.
(PICPA) 2015-2016.
March 2017
Mark Fracas
Director
Stephanie Kessler
Partner, Senior Living Services Consulting Group
Stephanie S. Kessler, RAC-CT Partner – Senior Living Services
Consulting Group Reinsel Kuntz Lesher LLP
Stephanie is a Partner in Reinsel Kuntz Lesher’s Senior Living Services
Consulting Group. With over 20 years of clinical experience in long-term care,
Stephanie has extensive expertise in the areas of post-acute care operations.
Her in-depth knowledge is concentrated in state and federal regulations,
operations and reimbursement. Prior to joining Reinsel Kuntz Lesher, Stephanie
worked at a regional accounting firm and was a manager with KPMG. Prior to
consulting, Stephanie held various positions in the post-acute care field.
Additionally, Stephanie has participated as an instructor/speaker on health
care topics at various seminars and conventions for national and state level
health care associations.
March 2016
Sophie Campbell
Dir, Clinical Advisory Sen. Liv. Serv
Sophie A. Campbell, MSN, RN, CRRN,
RAC-CT Director-Clinical Advisory Services Senior Living
Services ParenteBeard LLC
A member of the ParenteBeard LLC Senior Living Services Group for greater
than twelve years, Sophie has more than 30 years of healthcare experience with
an extensive background that includes acute care, acute rehabilitation, long
term care and education. The majority of her career has been in long term
care. She is a registered nurse who has worked in positions from nursing
assistant to supervisor, unit manager and Director of Nursing in both for-profit
and not-for-profit providers. Her areas of expertise include operations,
staff development, MDS accuracy and education, medical record documentation,
compliance, quality assurance, supervisory/management training and monitoring,
OBRA survey preparation and strategic planning programs. Sophie has been
an educator for the Pennsylvania State University in the nursing continuing
education program and also has been approved by the Pennsylvania Department of
Health to provide directed in-services to providers following licensure and
certification surveys, when these are mandated for compliance. She has
presented seminars and provided consulting services to skilled nursing
facilities nationally. Sophie has been published twice in Provider
magazine, has had a chapter published in Post Acute Sourcebook 2000 and has
reviewed OBRA and PPS education manuals for the American Association of Nurse
Assessment Coordinators (AANAC).
John Barnum
Senior VP & CFO
John M. Barnum Senior Vice President, Chief
Financial Officer Liberty Lutheran
John M. Barnum is Senior Vice President-Chief Financial Officer of Liberty
Lutheran. John oversees all aspects of financial operations, information
technology systems, human resources, and business development for the
multi-service organization. John has over 20 years of experience in healthcare
and senior living finance in addition to public accounting experience. Prior to
Liberty Lutheran Services in 2006, John served as CFO for two Philadelphia based
continuing care retirement communities and a for-profit multi-site nursing home
provider. John’s experience includes operational turn around management, capital
development financing, and strategic capital repositioning utilizing a variety
of financing instruments such as: Tax-exempt, Taxable, Variable and Re-set Rate
Bonds, Letters of Credit and Derivative Instruments, while additionally
structuring sale-leaseback transactions with real estate investment trusts. John
is a lifelong resident of the Delaware Valley, earned a B.S. degree in
Accounting from Widener University in 1984, and is a licensed Nursing Home
Administrator. John is a frequent speaker at PANPHA conferences and other
industry forums.
Christopher Churchill
Executive Senior VP & COO
Christopher J. Churchill, JD Executive Senior
Vice President and Chief Operating Officer Trusent Solutions
Chris has expertise in working with hospitals, health plans, nursing homes,
medical device companiesand other health care providers in matters involving
regulatory compliance, Medicare/insurancereimbursement, fraud and abuse, False
Claims Act, Stark and Anti-kickback compliance, managedcare and third party
payor agreements, information technology, joint ventures and
businesstransactions, bylaws and organizational matters, medical staffing and
privileges, non-profit status, antitrust/unfair competition and HIPAA/HITECH
compliance. In addition, Chris has extensive prior business experience as
corporate general counsel of a healthcaretechnology company which served as a
Medicare third party administrator for Blue Cross/Blue Shieldand other major
health plans nationwide. His experience can be summarized as follows: More than
20 years of legal experience in private practice and as corporate general
counsel of a national healthcare technology company with nearly 1000 employees;
Responsible for overseeing the compliance/operations of more than 20 Blue
Cross/Blue Shield and other major health plans on behalf of a national Medicare
third party administrator; Chris has counseled major hospital systems and other
healthcare providers on audit andcompliance matters involving Medicare, Medicaid
and commercial payor claims and billingpractices; Chris also has extensive
experience with Sarbanes-Oxley compliance, SAS 70 audits,HIPAA/HITECH privacy
and security rule implementation, corporate compliance plans and programs, and
other related compliance, operational and employment policies and
procedures.
Albert Riviezzo
Partner
Albert R. Riviezzo Partner Fox Rothschild
LLP
Al concentrates his practice in representing health care providers
(physicians and healthcare institutions), ambulatory surgery centers, and owners
of closely held and family-controlled businesses. He provides a range of
services including: The choice and formation of the entity; Design and drafting
of employment and shareholders’ agreements, partnership agreements and limited
liability operating agreements; General corporate services ; The purchase and
sale of businesses and medical practices ; Mergers; Guidance through the
succession planning process; Income and estate tax issues. Al assists his
physician clients with: The formation of large, single specialty and
multispecialty groups; Technical aspects of billing and reimbursement; The sale,
reacquisition and reestablishment of private practices; Retaining and recruiting
associates; Advice related to the business of medicine. Al's leadership roles
within the firm include, member, Health Law Group (former co-Chair), former
member, Executive Committee and former trustee of the firm's retirement
plan.
William Purnell
Partner
Marc Scher
Partner, Audit
Marc B. Scher, CPA Partner KPMG LLP
Marc is an audit partner in Orange County leading our Southern California
Healthcare practice. He has more than 30 years of experience focusing on large
health systems, long term care providers, hospitals, biotech organizations,
payors, healthcare purchasing cooperatives, medical research, and other
healthcare service providers.
Professional and industry experience Marc has extensive
experience providing advice and counsel in areas of audits, financial reporting,
and tax exempt financings. Core strengths and accomplishments
include: • Partner in charge of KPMG’s U.S. and Global Audit Healthcare
practices, the Southern California healthcare practice, and the firm’s Western
Region Audit Methodology and Training group • Serves as an SEC reviewing
partner • National instructor for KPMG healthcare professional
development courses • Served a rotation in KPMG’s Department of
Professional Practice
Publications and speaking engagements • Published
articles and speaks frequently on healthcare financial reporting and other
current topics • Past editor of the AICPA Audit and Accounting Guide for
Health Care Organizations
Professional associations • Member of the American
Institute of Certified Public Accountants • Served as the Chairperson of
the Principles & Practices Board of the Healthcare Financial Management
Association
Education, licenses & certifications • BBA,
University of Wisconsin – Madison • Licensed CPA in the states of
California, Missouri, Illinois, and New York
Barbara Fava
Managing Director
Barbara Fava Managing Director PFM Asset
Management LLC
Barbara Fava is a Managing Director at PFM Asset Management LLC. She has over
thirty years of experience as a public sector cash and investment manager. At
PFM, she is responsible for developing and managing investment programs for
fixed-income portfolios for public sector and not-for-profit clients. She has
worked with clients in twenty-six states to improve the function and efficiency
of treasury operations and to improve investment performance. Prior to
joining PFM in 1989, Ms. Fava served as Deputy State Treasurer for the
Commonwealth of Pennsylvania and Director of the Bureau of Cash Management and
Investments. In these positions, she was directly responsible for managing
the Commonwealth’s $5 billion short-term investment portfolio, coordinating cash
flows for over 100 operating and bond funds and managing the State’s banking
relationships. Ms. Fava received an undergraduate degree in Business
Administration with a dual concentration in Economics and Finance from Clarion
University and a Masters in Business Administration from the Pennsylvania State
University. She is a frequent lecturer on investment, banking and cash
management topic. NASD Series 6 and 63
F. Joseph Byorick
Senior VP & CFO
F. Joseph Byorick Chief Financial Officer
Emeritus and Treasurer Lancaster General Health
Mr. Byorick is serving as Chief Financial Officer Emeritus and Treasurer of
the Lancaster General Health system. Prior to his current appointment, he
served as Lancaster General Hospital’s Chief Financial Officer and as the
Treasurer for Lancaster General Health since January 1, 2001. Mr. Byorick
joined Lancaster General Hospital in 1972. During his 40 years, Mr.
Byorick has managed all phases of hospital accounting, reimbursement, and
finance, and has been involved in the acquisitions and divesture of related
organizations, payer negotiations, and financial strategy
development. Prior to serving as Senior Vice President and
Chief Financial Officer, Mr. Byorick held the position of Vice President, Fiscal
Affairs since 1997. For nearly a decade, Mr. Byorick has been on the Board
of Directors of SouthEast Lancaster Health Services, a Federally Qualified
Community Health Center providing quality medical and dental care and patient
health education to the Lancaster community. He currently serves as the
Treasurer of the Board of Directors and Chairman of the Finance Committee. Mr.
Byorick earned his master’s degree in business administration from Shippensburg
University, Shippensburg, Pennsylvania, and a bachelor’s degree in business
administration from Franklin and Marshall College, Lancaster,
Pennsylvania.
Robert Palmeri
Robert Palmeri, MBA
Director
KPMG
LLP
Bob has over 25 years of industry and consulting experience and is
accustomed to managing multiple priorities in a dynamic environment, with a
strong track record of leading teams responsible for interdisciplinary projects
across a variety of industry sectors, both private and public. In addition, Bob
is an operations professional experienced in initiating and managing large scale
projects involving technology, processes, and change management.
Sallee Rowe
Division Director - Provider Services
Marc Tucker
Sen. Director - Audit, Compl, & Educ.
Marc Tucker,
DO Senior Director – Audit, Compliance and Education (ACE) Team Executive
Health Resources
Dr. Tucker currently serves as a Senior Director,
Audit, Compliance and Education (ACE) Team at Executive Health Resources (EHR),
a national organization that provides technology-enabled, expert Physician
Advisor teams concentrating on managing Medicare and Medicaid regulatory
compliance, minimizing inappropriate medical necessity denials and achieving
appropriate lengths of stay in acute care hospitals and health systems. At
present, EHR works with more than 1,900 hospital and healthcare organizations
across the country, has an exclusive endorsement of the American Hospital
Association and has received the elite Peer Reviewed designation from the
Healthcare Financial Management Association. Board Certified in general surgery and advance practice wound care as
well as an Added Certification in Hyperbaric Medicine, Dr. Tucker has more than
two decades of surgical experience. Prior to joining EHR, he practiced surgery
at Indiana Regional Medical Center in Indiana, Pa. During his time there, Dr.
Tucker was also appointed as Medical Director of the operating rooms, the Center
for Wound Healing, and the Center for Vein Care. Before his time at Indiana
Regional Medical Center, Dr. Tucker served as Assistant Professor of Surgery for
the School of Osteopathic Medicine at the University of Medicine and Dentistry
of New Jersey. Prior to that, Dr. Tucker practiced general surgery for private
practices in New Jersey.
Don McDaniel
President & CEO
Don McDaniel President & CEO Sage
Growth Partners LLC
Don McDaniel, President and CEO of Sage Growth Partners (SGP), is an
accomplished leader, advisor and entrepreneur. He is also a highly-respected
strategist and health economist, and sought-after speaker, writer, and
facilitator. Over his professional career, Mr. McDaniel has held leadership
roles in a number of health care, insurance and technology organizations, and is
recognized as a thought-leader and strong executive manager. In his role at SGP,
Mr. McDaniel is responsible for executing the firm’s growth strategy and
ensuring the delivery of high-value solutions to its clients. He is also a key
advisor to a number and diversity of high-profile clients in the health care
industry and related industries. Simultaneously, Mr. McDaniel is a member of the
faculty in health economics and strategy in the Carey Business School’s renowned
Business of Medicine MBA program at The Johns Hopkins University. Mr. McDaniel’s
expertise lies in the areas of strategic and business planning, innovation,
applied economics, business development, product development, operations
improvement, change management and the strategic deployment of information
technology.
Edwin Corns
VP of Practice Management Operations
Edwin M. Corns IV Vice Present, Physician
Practice Management, Division III Community Health Systems
Ed Corns manages and supports the operations of owned physician practices in
Division III. Formerly, he was with Health Management Associates, Inc. for 12
years where he worked in various physician practice administrative positions on
a corporate and regional director level. Mr. Corns earned undergraduate degrees
in finance and accounting from the University of South Florida and passed the
CPA examination upon graduation.
Victoria Brennan
Senior Manager
Victoria E. Brennan, CPA Senior
Manager PwC
Victoria Brennan is a senior manager in PwC's National Professional Services
Group, serving as a national technical resource to PwC engagement teams with
respect to consultations on complex accounting and auditing matters. Prior
to Victoria's role in PwC's national office, Victoria was a senior manager in
PwC's New York Metro Healthcare Provider Practice with 10 years of experience in
providing audit and consulting services exclusively to health industries
clients, managing all phases of healthcare, not-for-profit and governmental
audit engagements.
