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Sunday National Coaching Course: Specialty Certification Review Sessions
8 CPEs
After this session, you will be able to:
Explain concepts related to and describe application of the content areas in one of the HFMA specialty certification self-study courses: Accounting and Finance, Physician Practice Management, Managed Care or Patient Financial Services.
Use the certification study guide materials to prepare for the corresponding Specialty exam.
Answer any questions about the materials and review activities.
Who Should Attend
Professionals interested in earning HFMA certification and preparing to take one of the certification specialty exams and professionals who want to learn more about specific areas of healthcare finance, including current issues, practice management and regulations.
Speakers
TBD
Prework: None
Prerequisites: Working knowledge of healthcare financial management and general management principles.
Level: Intermediate
Note: For objectives specific to each topic covered, refer to the objectives listed in the self-study course.
Preconference Seminars 8:00 am – 5:00 pm
PCS 1
Understanding the Medicare Cost Report
9 CPEs
After this session, you will be able to:
- Complete the Medicare Cost Report effectively, including forms, to ensure correct payments.
- Understand the most recent revisions made to Medicare cost reporting.
- Identify which cost reporting forms require input and which flow from previous worksheets.
- Define the specifics of the worksheets, including the best source for gathering all required input.
- Recognize the principles of reimbursement, cost allocation and apportionment to Medicare.
- Utilize new information about limitations and settlements, controversies and appeals.
Level/Category
Basic/Operational
Who Should Attend
Individuals directly involved in the preparation and review of Medicare cost reports, but with limited or no practical Medicare cost reporting experience.
Tools and Tips
You will receive a sample physician time study, PS&R revenue code mapping schedule and sample cost report case study with corresponding PS&R report.
Speaker
Julia DiFrancesco
PCS 2
CFO Symposium: Trends, Environment and Analysis
9 CPEs
After this session, you will be able to:
- Grasp current and future demographics, human resource, regulatory, financing and reimbursement trends affecting the healthcare CFO.
- Understand how to create an environment that aligns medical staff incentives with healthcare organizational objectives.
- Consider alternative financing methods in the current economic environment, where debt financing is constrained.
- Apply current techniques in finance to make capital investment decisions (e.g. real options analysis).
- Understand the implications of the Recovery Audit Contractor (RAC) program for your healthcare organization and assess your potential exposure from a risk management perspective.
Level/Category
Intermediate/Strategic
Prerequisites/Prework
Minimum one year experience as a CFO of a healthcare facility, including experience with budgeting, financial planning and capital planning and allocation.
Who Should Attend
CFOs who will benefit from the candid, informal discussion.
Tools and Tips
You will receive concepts and in-depth information from experienced healthcare, economic and financial academic experts and CFOs. You will also have an opportunity to network and collaborate with other CFOs for the purposes of problem-solving in these challenging times.
Speakers
Steven G. Ullmann, Ph.D., Professor and Director Health Sector Management and Policy and Special Assistant to the Provost, University of Miami; Andrew J. Leone, Ph.D., Professor, Accounting, College of Business, University of Miami
Note: Session registration is limited to financial executives in a healthcare provider setting only.
Preconference Workshops 8:00 – 11:30 am
PCW 1
Critical Access Hospitals – Minimizing Risk, Maximizing Opportunities
3.5 CPEs
AFTER THIS SESSION, YOU WILL BE ABLE TO:
- Identify reimbursement opportunities and risks for critical access hospitals.
- Develop strategies to minimize identified risks while optimizing opportunities.
- Enhance the financial results of the critical access hospital.
LEVEL/CATEGORY
Intermediate/Operational
PREREQISITES/PREWORK
Familiarity with financial and reimbursement issues within a critical access hospital setting.
WHO SHOULD ATTEND
CFOs, senior financial executives, controllers and other financial leaders in critical access hospitals.
TOOLS and TIPS
You will receive a checklist of the current hot topics relating to critical access hospitals and step-by-step strategies to mitigate the risks and optimize the opportunities identified.
SPEAKER
Ralph Llewellyn, CHFP, CPA, Partner, Eide Bailly LLP; Lenne Bonner, CFO, Clearwater Valley and St. Mary's Hospitals
PCW 2
Improving Capital Allocation and Management Best Practices
3.5 CPEs
AFTER THIS SESSION, YOU WILL BE ABLE TO:
- Discuss the components of best practice capital allocation in health care today.
- Describe how real organizations have structured these components successfully within their unique cultures.
- Implement these practices effectively, including key requirements and potential pitfalls.
LEVEL/CATEGORY
Intermediate/Strategic
PREREQUISITES/PREWORK
Operational experience with capital planning, management and allocation in a healthcare setting.
WHO SHOULD ATTEND
CFOs, as as well as other financial managers involved in the capital allocation and management process of hospitals and health systems.
CPE FIELD OF STUDY
Finance
TOOLS and Tips
You will receive the results of ongoing surveying prepared with hospitals and systems nationwide to understand and define current capital allocation practice. Specific examples will be used to highlight various issues and spur discussion among the attendees
SPEAKER
Jason Sussman, CPA, Partner, Kaufman, Hall & Associates
PCW 3
Assessing Workflow and Tech Options to Find Black Holes: Shore Health System, UMMS Case Study
3.5 CPEs
AFTER THIS SESSION, YOU WILL BE ABLE TO:
- Develop an effective process for determining if a software solution is the right choice for your revenue cycle operations and calculate the ROI to gain buy-in at your organization.
- Assess key features to look for with workflow and reporting technology and ensure you choose the right business partners for your needs.
- Design a detailed project plan and strategy to ensure the success of your implementation and ongoing use of the software to ensure your revenue cycle operations are industry best practice.
LEVEL/CATEGORY
Intermediate/Operational
PREREQUISITES/PREWORK
Basic familiarity with workflow technology options specific to back-end operations.
WHO SHOULD ATTEND
Patient access directors, CFOs, CIOs, compliance officers, PFS directors and revenue cycle directors.
TOOLS and Tips
You will recive tools to properly assess technology capabilities and choose the right business partner for you, detailed project planning models that ensures the success of any technology solution and tips from the trenches on how to best utilize intelligent workflow to obtain best practice results.
SPEAKERS
Christine Fontaine, Director, Revenue Cycle Operations, Shore Health System, UMMS;
Jodi Reedy, Partner/Owner, i3 Healthcare Consulting, LLC
PCW 4
Form 990: Implications for Accounting and Compliance
3.5 CPEs
AFTER THIS SESSION, YOU WILL BE ABLE TO:
- Understand and explain the IRS’s new emphasis on transparency and accountability for tax-exempt organizations.
- Discuss the impact of the redesigned Form 990 on tax-exempt healthcare organizations and review the final IRS redesigned Form 990 and supplemental schedules A through R.
- List effective dates, applicable organizations and transitional relief.
- Better understand the importance of proactive measures to collect the new and more extensive information.
- Ensure your organization addresses key risk areas in complying with new and broader requirements.
LEVEL/CATEGORY
Update/Operational
PREREQUISITES/PREWORK
Basic knowledge of IRS Form 990 reporting requirements.
WHO SHOULD ATTEND
CEOs, CFOs, board members and other hospital executives and managers involved in the organization’s community service activities and reporting.
CPE FIELD OF STUDY
Accounting
TOOLS and Tips
You will receive a checklist of changes most likely to affect a hospital’s 990 filing.
SPEAKER
Mary Rauschenberg, CPA, Director, Deloitte Tax LLP; Jennifer Gilardi, Senior Manager, Deloitte tax LLP
PCW 5
The New Leadership Paradigm: Using Team Dynamics to Maximize Productivity
3.5 CPEs
AFTER THIS SESSION, YOU WILL BE ABLE TO:
- Uncover the real reasons why your team is not performing well.
- Create a step-by-step plan to lead your team to maximum performance by enhancing relationship dynamics and productivity.
- Design creative strategies to maintain momentum and maintain your fully-functioning team dynamics.
LEVEL/CATEGORY
Intermediate/Leadership
PREREQUISITES/PREWORK
Basic knowledge of healthcare financial management and general management principles.
WHO SHOULD ATTEND
Healthcare professionals who leads teams and/or work as part of a team.
CPE FIELD OF STUDY
Personnel/HR
TOOLS and Tips
You will receive an action plan template to turn your team vision into reality, a visualization technique to create your teams vision of success, techniques to measure the effectiveness of your team, a list of the Top 10 Tips for Handling Difficult Conversations with Your Team, a resource list for team effectiveness and quotes to inspire your team.
SPEAKER
Cheryl Mann, President, Goals InSight, Inc.
PCW 6
Back-End Collection Strategies for the Uninsured: HCA Case Study
3.5 CPEs
AFTER THIS SESSION, YOU WILL BE ABLE TO:
- Outline methods HCA incorporated into back-office operations to improve its uninsured collections.
- Implement back-office proven techniques to maximize cash and payment resolution.
- Analyze self-pay population and develop an effective segmentation philosophy.
- Leverage data using balanced scorecards for CSP management and incentives and measuring KPIs that drive cash.
- Review technologies to automate workflow and increase quality.
- Compare healthcare debt to other financial industries using credit scores.
LEVEL/CATEGORY
Intermediate/Operational
PREREQUISITES/PREWORK
Experience and/or expertise with back-office collections processes and procedures.
WHO SHOULD ATTEND
CFOs, CIOs, directors of finance, directors of physician services, executive revenue cycle leaders, directors of PFS and patient access and other PFS leaders responsible for revenue cycle cash operations.
TOOLS and TIPS
You will receive Best Practices in Back Office/Early Out Collections case study and process flows to manage self-pay by probability of payment.
SPEAKERS
Garett Jackson, Chief Financial Officer, HCA National Patient Account Services; Cindy Price, FHFMA, Chief Operating Officer, HCA-Shared Services; Joseph Shutts, Chief Operating Officer, HCA, National Patient Account Services
PCW 7
Using Pricing Transparency to Empower Your Organization
3.5 CPEs
AFTER THIS SESSION, YOU WILL BE ABLE TO:
- Examine and assess an organization's pricing transparency capabilities.
- Discuss different approaches that are available and analyze whether pricing transparency is an adequate solution or if other alternatives should be evaluated.
- Direct the next level of pricing transparency for their organization.
LEVEL/CATEGORY
Intermediate/Strategic
PREREQUISITES/PREWORK
Basic knowledge of healthcare pricing and reimbursement operations.
WHO SHOULD ATTEND
CFOs, CIOs, finance and reimbursement directors, directors of quality and case management, compliance officers, executive directors, directors of revenue cycle, PFS and patient access, clinical directors and other financial leaders.
TOOLS and Tips
You will receive analysis of effective elements of transparency and credible patient estimates.
SPEAKERS
Staci Meredith, Regional Director, Catholic Health Initiatives; Travis Gentry, President/COO, Financial Healthcare Systems, LLC
PCW 8
Creating and Sustaining Revenue Cycle Teams of Excellence
3.5 CPEs
AFTER THIS SESSION, YOU WILL BE ABLE TO:
- Analyze the critical differences between revenue cycle leadership and management.
- Confirm the technical skills, behavioral characteristics and emotional competencies required of today’s Gold Standard revenue cycle team leaders.
- Complete a powerful self-assessment to confirm your emotional intelligence competency strengths and growing edges and document an action plan to enhance your abilities while improving your operational results.
- Define a plan for leveraging alternate approaches in todays revenue cycle operational model to achieve the strongest results by leading people, not just managing numbers.
LEVEL/CATEGORY
Intermediate/Leadership
PREREQUISITES/PREWORK
Basic knowledge of revenue cycle leadership issues.
WHO SHOULD ATTEND
Financial and operational executives and members of the revenue cycle leadership team.
CPE FIELD OF STUDY
Personnel/HR
TOOLS and Tips
You will receive a model for calculating the impact of leadership shortfalls on operational outcomes based on the course case study, a leadership behavioral characteristics inventory, an emotional intelligence self-assessment instrument and an action plan instrument for pursuing personal leadership skill enhancements with specific application to a revenue cycle operational improvement strategy.
SPEAKERS
Bobette M. Gustafson, President, Gustafson + Associates, Inc.; Kenneth Morgan, Senior Consultant, Gustafson + Associates, Inc.
PCW 9
Form 990: Charity and Community Benefit of Hospitals
3.5 CPEs
AFTER THIS SESSION, YOU WILL BE ABLE TO:
- Understand and explain the Federal, state and local policy developments that have led to the Form 990 Schedule H.
- Understand the importance of proactive measures for the collection and reporting of the new and more extensive information that is required.
- Identify critical aspects of meeting the fiduciary and mission requisites for hospital tax exemption and relative to community benefit.
- Ensure your organization adheres to the reporting requirements of the IRS for Schedule H and considers use of a standardized reporting framework to the IRS/others.
LEVEL/CATEGORY
Intermediate/Operational
PREREQUISITES/PREWORK
Basic knowledge of IRS Form 990 and Schedule H reporting requirements.
WHO SHOULD ATTEND
CEOs, CFOs, board members and other hospital executives and managers involved in the organization’s community service activities and reporting.
CPE FIELD OF STUDY
Taxes
TOOLS and Tips
You will receive a copy of HFMA’s Principles and Practice Board Statement 15 (the IRS has incorporated HFMA's Statement 15 guidance for reporting bad debt into the new schedule for hospitals which is attached to the updated version of Form 990), a copy of the white paper Best Practices in Financial Assistance Policies and Practices and the CHA Guide for Planning and Reporting Community Benefit (Revised 2008).
SPEAKERS
Julie Trocchio, Senior Director, Community Benefit and Continuing Care, Catholic Health Association of the United States; Keith W. Hearle, President, Verite Healthcare Consulting, LLC
PCW 10
Leading Positively Through Change
3.5 CPEs
AFTER THIS SESSION, YOU WILL BE ABLE TO:
- Identify the impact of change on your organization.
- Eliminate negative behaviors, including blame, complaining, procrastination and victim thinking.
- Accept personal accountability.
- Stay focused and prioritize workload.
- Lead change effectively.
LEVEL/CATEGORY
Intermediate/Strategic
PREREQUISITES/PREWORK
Basic knowledge of healthcare financial management and general management principles.
WHO SHOULD ATTEND
Healthcare finance leaders at all levels.
CPE FIELD OF STUDY
Personnel/HR
TOOLS and Tips
You will receive practical take-home tools that will provide a planning model for guiding colleagues through change.
SPEAKER
Renee S. Waller, Principal, LifeCore Development, Inc.