Waves of Change,

Oceans of Opportunity

63rd Annual Fall Conference

The Inn at St. John's

44045 Five Mile Road

Plymouth, MI 48170

October 17 & 18, 2016

Greetings!

The fall conference committee is excited to announce the details for the 63rd annual HFMA MI Chapters Fall Conference.

This year's Fall Conference courses are designed to equip its attendees with ideas and tools that can be used to make the transformation from volume to value-based care.

We hope you have fun and build connections as you learn. We also welcome participants

from Midwest Chapter of American College of Healthcare Executive (MCACHE) and our student members.

Our sincere THANKS to our valued Platinum sponsors for making this conference possible.

Platinum Partners

Monday, October 17, 2016

7 AM Registration, Breakfast & Vendor Exhibits 8:00 - 9:15 AM

Keynote Waves of Change, Oceans of Opportunity

Focus on the healthcare agenda and policy of our presidential candidates. We will also examine how the make-up of the Senate (and to some extent the House) will impact

health policy.

Matthew DoBias, Senior Manager, PricewaterhouseCoopers, Health Research Institute,

Washington, D.C.

8:15 - 9:30 AM

Welcome HFMA Michigan Chapter Presidents Michael Klett - Eastern Michigan Chapter Luke Check - Western Michigan Chapter Brent Smith - Great Lakes Chapter

9:30 - 9:45 AM

Vendor Exhibits & Break 9:45 - 11:00 AM

Concurrent Sessions 1 1. Ten Critical Questions for Healthcare Financial Management This session will identify ten critical financial questions that are often raised by healthcare boards and executives. The questions address areas of financial performance, profitability and cash targets, and facility-level operational issues of overall cost and price defensibility. The presentation will address each question using actual case-hospital data. The objectives for the session are, as follows:

To highlight ten critical questions frequently asked by US hospital governing boards

To determine relevant financial metrics to help answer the question

To illustrate how the use of comparative benchmarking can impact current and future organizational performance

Scott Houk, CPA, Senior Strategic Advisor, Cleverley + Associates. Scott consults with

hospital and healthcare organizations to identify financial and operating opportunities, as well as related strategies for performance improvement. Prior to joining the firm, Mr. Houk was a Senior Manager in the Health Sciences Advisory Services division of Ernst & Young. 2. What Does Your Organization Look Like to a Hacker? A Practical Approach to Start Understanding Your Risk

There's plenty of recent press about major credit card breaches, but did you know that Protected Health Information (PHI) is 10x more valuable to hackers than credit card numbers? The healthcare industry is a lucrative target for hackers and their attacks are

highly sophisticated. This presentation will examine current hacking threats including Ransom Ware and Phishing and will be discussing how to better understand your organization's risk and what to do about it. The objectives for this session are:

Unique threats to the healthcare industry Update on current threats such as Ransom Ware & Phishing Best Practices for understanding your risk How to get started addressing your risk

David Howard, Vice President, NetWorks Group. David has over 20 years of experience helping organizations understand their unique risk exposure and identify appropriate investment in people, processes and technologies to mature their IT security profile. David believes that while being compliant doesn’t equate to being secure, it can be an important step along the way. David is an avid cyclist, runner and amateur woodworker. 3. Price Transparency: Where We Are Today but More Importantly Where We Need to Go

The confluence of rising patient out-of-pocket costs, demands of ensuring legislative compliance, and increasing pressures of reducing uncompensated care is driving providers to look more seriously to the future of price transparency.

Explain the market factors that are driving the need for price transparency. Understand the spectrum of price transparency adoption. Methods for achieving compliance and addressing patient needs. Factors beyond price to consider when defining your organizations price

transparency strategy. Heather Kawamoto, Vice President, Product Management, Recondo Technology. Heather is responsible for Recondo’s Empowered Patient Access platform. Primary responsibilities include understanding market trends, identifying new products to take to market, developing product roadmaps and working with clients on product and feature needs. Prior to Recondo, Heather was Senior Product Manager for Sybase, a large worldwide database and applications company. During her Sybase tenure, Heather was the Product Manager responsible for integration products that generated $25 million in annual revenue. 4. Using Data Analytics to Improve ACO Performance There is significant evidence that ACOs are not succeeding based on publicly available results. In 2014, more than half of Medicare Shared Savings Program (MSSP) ACOs (181 of the 333) reduced costs compared to their benchmark, but less than one-third generated savings greater than their minimum savings rate (MSR), the threshold that

makes ACOs eligible to receive a share of those savings. That means more than two-thirds of ACOs are operating at a deficit as it is likely that not all of those who shared in savings generated enough savings to cover operating expenses. We will use a case study example of how our firm assessed one underperforming ACO using advanced data analytics and an in-depth review of their ACO reports. We will share the analytic findings,

recommended initiatives, and delve deeply into one (or more as time allows) key initiatives to show how we think about its potential impact on ACOs’ performance. We will demonstrate how we created report cards to track physician and overall progress

on recommended performance improvement initiatives. Participants will learn how to:

• Uncover performance improvement opportunities using advanced data analytics • Design performance improvement initiatives to maximize chances of impacting

financial results • Develop performance improvement and physician report cards to track progress

Amanda Brown, MHA, Senior Associate, Veralon. Amanda assists Veralon clients with financial analysis, modeling, and business valuations. She prepares analyses and client deliverables for a variety of strategic and financial engagements. Her clients have included health systems, academic medical centers, community hospitals, ACOs, and CINs. Amanda holds a Master of Health Administration from the Sloan Program at Cornell University. She also received a BS in Biometry and Statistics from Cornell University with a minor in Applied Economics and Management.

11:00 - 11:15 AM Vendor Exhibits & Break 11:15 - 12:30 PM

Concurrent Sessions 2 5. Michigan Update and Medicaid Payment Methodology 2017 A Michigan update and strategic assessment of emerging healthcare trends in both

regulatory and legislative arenas some topics to be discussed are what is changing, the impact of recent CMS final and proposed rules, Medicaid Reimbursement and other current Medicaid topics, and national changes that may impact healthcare in Michigan

Marilyn Litka-Klein, Vice President of Health Finance, Policy and Data Services Michigan Health & Hospital Association. Since joining the MHA in 1996, her responsibilities have included a variety of health policy issues for the major Michigan payers (Medicare, Medicaid, Blue Cross), including healthcare funding and marketplace

development, contracting, payment policy, graduate medical education, disproportionate share, hospital reimbursement, pay for performance and managed care for both Medicaid and Medicare. She is the MHA staff secretary of the Blue Cross Blue Shield of Michigan Payment Practices and Benefit Administration committees. Other activities include

participation in the Healthcare Financial Management Association, the American Hospital Association, and state hospital association finance and policy group. Her previous employment includes Sparrow Hospital, Burroughs and Ernst & Ernst.

6. Creating a Culture of Success No matter what business you’re in, your success can very often boil down to one thing, your people culture. You may offer the very best medical care for your patients with the big dollars to promote it, but it’s the people that will really define how successful you are.

Your employees have the power to make or break your brand.

A deeply embedded culture of success inspires loyalty in employees and makes them want to be a part of a team. It motivates people to do the right thing, not just the easy thing. At companies with winning cultures, people not only know what they should do,

they know why they should do it. This session will look at:

• The financial impact of the patient experience within the revenue cycle

• How culture can drive patient satisfaction • How to create a culture focused on patient satisfaction utilizing the FISH Philosophy

Brian Garver, Vice President, KeyBridge Medical Revenue Care. Brian is a passionate,

dynamic speaker and facilitator who brings energy and enthusiasm to everything he

does. His excitement is contagious when speaking about patient experience and how the

revenue cycle plays a large, connected role in overall patient satisfaction. Brian Garver

brings over 20 years of sales/marketing leadership and experience to KeyBridge. As VP

of Sales and Marketing, Garver’s seasoned, cross-functional expertise is a critical asset

when building long-term, results driven partnerships with both current and prospective

clients. Garver is a 2005 graduate of Allen-Lima Leadership (ALL) as well as an active

member of the Medical Group Management Association (MGMA) and the Healthcare

Financial Management Association (HFMA).

7. Shifting Medicare Reimbursements From Volume to Value

Given the evolution of healthcare with a focus on population health and new payment models, it is essential that clinical healthcare providers, operational leaders and financial professionals collaborate their efforts to increase quality and reduce costs. A close

partnership between the financial, operational and clinical professionals encourages shared goals for the health system as a whole with a focus on the impact we have as leaders within the particular organization.

This session will discuss:

Shifting Medicare reimbursements from volume to value. Maximizing payments via clinical and financial collaboration on new payment

models such as bundled payments, capitation, gainsharing and the Medicare Shared Savings Program (MSSP).

Introduce key metrics for tracking under Triple Aim (improving the patient experience of care, improving the health of populations and reducing the per capita cost of care) and organizational tactical reporting.

Other accounting and reporting considerations.

Jeff Ewald, CPA, Physician Network Finance Director, Trinity Health. His direct

responsibilities include oversight of the Financial Reporting and the Financial Planning

and Budget departments. Jeff has 24 years of healthcare experience with positions as CFO at The Wellness Plan, Regional Controller at Henry Ford, and Finance Director at St John Providence. Jeff's hospital and physician reimbursement experience as well as physician financial operations experience strongly aligns population health's financial

payment model considerations. Jeff has a CPA license with a BA from Albion College

along with an MBA in finance and MHA. He is married with two sons and lives in Pleasant

Ridge, Michigan. Regina Doxtader, Corporate Director of Finance for Clinical Integration, The Unified

Clinical Organization and Financial Operations, Trinity Health. Regina’s responsibilities include partnering with clinical and operational leadership to drive key strategies across the system. This is accomplished through clinically integrated networks and from clinical quality and effectiveness care management initiatives. Previously she served as Vice

President and Chief Financial Officer of Botsford Health Care and was responsible for all finance related functions of the organization. Prior to working at Botsford, she was an Audit Senior Manager at Deloitte & Touche LLP in Detroit. Regina is a member of the American Institute of Certified Public Accountants, the Michigan Association of Certified

Public Accountants and the Healthcare Financial Management Association. She is a certified public accountant and has a bachelor’s degree in Economics and Management with a concentration in accounting from Albion College.

Daniel J. Roth, M.D., Interim Senior Vice President, Clinical Integration and Chief

Medical officer and Chief Operating Officer, Trinity Health Partners. Dr. Roth joined Trinity Health after serving as Chief Medical Officer for Mercy Health in Cincinnati, Ohio. During his eight years with Mercy Health, he served in several physician leadership roles including President of Mercy Health Physicians and Chief Medical Information Officer with

Catholic Health Partners. Dr. Roth spent eight years as a full-time attending physician in internal medicine and continued working as a practicing physician until January 2015. Dr. Roth has received numerous awards for health care innovation, outreach and patient safety. He served on the Board of Trustees for Mercy Health and also was a member of

the Board of Trustees of CHP Insurance Ltd.

Dr. Roth earned his undergraduate degree from Michigan State University and his medical degree from the University of Michigan. He completed his residency in Internal

Medicine and served as Chief Medical Resident at the University of Michigan Medical Center in Ann Arbor. He is a member of the American College of Physicians and the American College of Physician Executives.

8. Strategic Planning in a Sea of Change

Is strategic planning still relevant in the sea of change that now exist in healthcare. Not only is it relevant but absolutely necessary for success. Good strategic planning should

answer three basic questions for any organization. First, where do we want to go? Second, where are we now? Third, what do we have to do to close the gap? Key learning objectives:

Why is Strategic Planning still relevant? How can we develop a simple plan? Why is communication of the plan so important?

Do’s and don’ts of Strategic Planning.

Doug Dewberry, Director of Business Development, TruBridge, LLC. Doug has over 30 years of experience in the healthcare field, including both consulting and provider roles. His experience includes Executive level management in various healthcare facilities. Prior to joining TruBridge in 2013, Doug served as the CEO of a 115 bed rural hospital, CFO of

a rural hospital, and also served in a consulting role for CEOs with CPSI Inc. Doug also held a nursing home administrators’ license for 20 years and managed a 103 bed faci lity at one of the hospitals he served. He is a current member of The National Rural Health Association and is a Fellow in the American College of Healthcare Executives

12:30 - 1:15 PM Lunch & Vendor Exhibits 1:15 – 2:45 PM

General Session 1-Legislative Panel – Election Update: Michigan Healthcare The elections are coming and Michigan is in the middle of a gale wind of healthcare

changes with business consolidations, changes in reimbursement models, and changes in care practices. Panelists will discuss their work and share what's in store for the near future.

Panelists: Rick Murdock, Executive Director, Michigan Association of Health Plans Farah Hanley, Deputy Director, Financial Operations, Michigan Department of Health & Human Services

Senator Mike Shirkey, Chair Health Policy Committee, State of Michigan Moderator: Marilyn Litka-Klein, Vice President, Health Finance, Michigan Health & Hospital Association

2:45 - 3:15 PM Vendor Exhibits & Break 3:15 – 4:45 PM

General Session 2-Continuining Care Panel – Population Health: Steps in Patient Care As reimbursement models are morphing to encompass all aspects of patient care, and in population health, it becomes imperative to understand the continuum of patient care. Panelists will discuss their work and how they are building models to reach patient care and financial goals. Panelists Roger Myers, President/CEO, Presbyterian Villages of Michigan Gloria A. Brooks, MPA, FACHE, Vice President Chief Strategy Officer, Hospice of Michigan and Arbor Hospice Tom Watkins, President and Chief Executive Officer, Detroit Wayne Mental Health Authority Kolby Miller, Chief Executive Officer, MedStar Moderator: Chad Schafer, CPA, Partner, Plante Moran 4:45 – 5:45 PM

Hospitality Hour Cocktails and Hors d'oeuvres & Vendor Exhibits

Tuesday, October 18, 2016

7:00 AM Registration, Breakfast & Vendor Exhibits Certification Update – for those interested in the HFMA certification process meet in the Grade Ballroom.

8:15 - 9:30 AM

General Session 3- Value-Based Insurance Design A discussion of Dr. Fendrick’s work on Value-Based Insurance Design (V-BID). He conceptualized and coined the term. He is a leading advocate for development, implementation, and evaluation of innovative health plan benefits.

Dr. A. Mark Fendrick, Director, Value-Based Insurance Design, University of Michigan and Professor of Internal Medicine in the School of Medicine and a Professor of Health Management and Policy in the School of Public Health at the University of Michigan. Dr. Fendrick received a bachelor’s degree in economics and chemistry from the University of

Pennsylvania and his medical degree from Harvard Medical School. Dr. Fendrick conceptualized and coined the term Value-Based Insurance Design (V-BID) and currently directs the V-BID center at the University of Michigan [ http://vbidcenter.org], the leading advocate for development, implementation, and evaluation of innovative health benefit plans. His research focuses on how clinician payment and consumer engagement

initiatives impact access to care, quality of care, and healthcare costs. Dr. Fendrick has authored over 250 articles and book chapters and has received numerous awards for the creation and implementation of value-cased insurance design. His perspective and understanding of clinical and economic issues have fostered collaborations with

numerous government agencies, health plans, professional societies, and health care companies. 9:30 - 9:45 AM

Vendor Exhibits & Break 9:45 - 11:00 AM

Concurrent Sessions 3 9. What’s Happening Today in Healthcare? In this session; participants will learn where the health care industry is with exchanges, bundled payments, ICD-10, consumerism, and increased patient responsibility. What are the challenges for the executive leadership of the revenue cycle? The program will end

with a game of jeopardy to review the highlights of the challenges. Lyman Sornberger, Chief Strategy Officer, Capio Partners, LLC. Prior to joining Capio Partners and forming LGS Health Care Inc. in 2013, Lyman Sornberger was with the Cleveland Clinic Health Systems since 2006 as the executive director of revenue cycle management (RCM) for the Cleveland Clinic Health System (CCHS). Prior to his affiliation with the CCHS he was with the University of Pittsburgh Medical Center (UPMC) for twenty-two years as a leader in the revenue cycle management. Mr. Sornberger has

great admiration for both health systems (each with revenues of greater than $6 billion) and highly respects their missions, vision, and strategies.

10. Cost Accounting: The New Cool An introduction to cost accounting in healthcare. Discover why this often overlooked function is now essential for successful financial management in today's healthcare environment. Learn the basic terminology and common system structures. Understand

the most frequently used methodologies in costing with the pros and cons of each. Gain insight into how raw cost data is transformed into actionable knowledge. Appreciate why an understanding of cost accounting is valuable for every finance related profession.

The evolution of costing in healthcare Value of cost accounting Basic terminology and structures Types of costing methodologies

Common pitfalls and cautions How cost is allocated to services, encounters, episodes and populations How is cost accounting information used, by whom and why

Kathleen O'Connor, Director of Decision Support Integration, Trinity Health. She received her B.S. from U of M and her M.B.A. from Wayne State University. Her career in healthcare finance started at Metro Medical Group (former division of Henry Ford Hospital) in Budgeting & Reimbursement. She was Director of Finance at Horizon Health System where she worked for 13 years. Kathleen returned to Henry Ford Hospital as

Corporate Director of Managerial Finance before taking her first position at Trinity Health. Beginning at St Mary Mercy Hospital as Director of Finance she also held the positions of Revenue Cycle Director, Controller, and CFO. She went on to become the VP of Finance

for St. Joseph Mercy Hospitals with controller responsibility for four hospitals. She had the opportunity to pursue a career long passion in the field of decision support when Trinity embarked on system wide standardization of cost accounting, and she accepted

the position she currently holds. 11. Evaluating Cultural Compatibility of Employed Physicians: Before and After the Hire

With a plethora of significant planning issues on our minds, from population health to consolidation, properly building and maintaining a highly performing physician network is critical to a healthcare organization's success. It is essential to recruit physicians to employed networks who are culturally compatible and will foster ongoing cultural compatibility. Leadership, not just recruiters, needs to be engaged in this foundational process to ensure, as best we can in this environment of physician shortage and ultra-competitive physician recruitment, its success.

Provide an overview of the current competitive recruitment environment for physicians: supply, demand, and successful recruitment strategies.

Establish guidelines for retention techniques that start the moment an agreement is signed - it is never too early - and review an assessment tool to address cultural compatibility.

Review a case study of complex recruitment efforts, with a focus on how leading

with cultural compatibility in recruitment as well as on-going retention.

Craig Holm, MBA, FACHE, Veralon has over 25 years of experience in directing consulting engagements for physicians and physician group practices, community hospitals, large health systems, and academic medical centers. In combination with his

experience in healthcare operations, this gives him a very full understanding of the issues faced by clients. Craig's experience includes:

Developing strategies for physician-hospital alignment

Creating clinical integration strategies Collaborating with physicians on risk-based contracting and bundled payments Improving the financial and clinical performance of physician enterprises Developing primary care strategies for hospitals and health systems

An experienced speaker, Craig has presented to a wide range of regional and national healthcare organizations. He is the author of two books, "Allies or Adversaries: Revitalizing the Medical Staff Organization" and "Next Generation Physician-Health

System Partnerships", and has written numerous articles. 12. Managing Your Career: Getting Past the Resume

This session will be very focused on career.

The resume

Using LinkedIn

Getting in the door

Working with headhunters

Networking

Interviewing skills

Carson F. Dye, FACHE, President & CEO of Exceptional Leadership, LLC. Carson is a

seasoned leadership consultant with over 40 years of leadership and management

experience. Dye combines over 20 years of executive search and consulting with 20

years of executive leadership positions in four hospitals/health systems. Moreover, he

has taught many individuals over the past 30 plus years through his relationships with

the American College of Healthcare Executives, The Governance Institute, University of

Alabama-Birmingham, and The Ohio State University.

Carson also has extensive experience in leadership consulting including succession and

transition planning, coaching, executive leadership assessment, and retreat facilitation.

He is certified to use the Hogan Leadership Assessment tests in assessing senior

leadership talent and executive team building. He has had extensive experience working

with physician leaders.

For twenty years he also taught organizational behavior and leadership at The Ohio State

University MHA program. He has authored ten books including two ACHE Book of the

Year winners, Developing Physician Leaders for Successful Clinical Integration (2013) and

Leadership Values (2001). He has also authored The Healthcare Leader's Guide to

Actions, Awareness, and Perception (2016), Leadership in Healthcare: Essential Values &

Skills, 2nd Edition (2010); Exceptional Leadership – 16 Critical Competencies, 2nd

Edition (2015); Winning the Talent War (2001); and Protocols for Healthcare Executive

Behavior (1993). The Dye-Garman Leadership Competency Model from the Exceptional

Leadership book is used by many leading health care organizations for assessment and

leadership development.

Carson earned his M.B.A. at Xavier University, Cincinnati, OH and his B.A. at Marietta

College, Marietta, OH. He has served on the boards of Lourdes University, The Sight Center (Toledo Society for the Blind) where he served as board chair, and the Visiting Nurses Association. 11:00 - 11:15 AM Vendor Exhibits & Breaks

11:15- 12:30 PM

General Session 4 – Exceptional Leadership: How Focusing on 16 Key Competencies Can Make You a Great Leader This session will be a study of leadership and what makes a leader effective. Carson F. Dye, FACHE, President and CEO, Exceptional Leadership, LLC (see description

above)

12:30 - 1:30 PM Lunch & Vendor Exhibits

1:30 - 3:00 PM

General Session 5 –Leadership Panel – Charting a Path to Change Healthcare leaders are being charged with internal management of organizations while

reacting to external regulatory and market changes. How are they charting a path to change and meeting the demands of these evolving environments? Panelists

Kris Kurtz, Chief Financial Officer, Metro Health Luanne M. Thomas-Ewald, FACHE, CEO, Children’s Hospital of Michigan Barbara W. Rossmann, President & Chief Executive Officer, Henry Ford Macomb Hospitals

Moderator: Benjamin R. Carter, Executive Vice President and Chief Financial Officer, Trinity Health

General Information

Business casual attire is appropriate for the entire conference A total of 14 CPE credits could be earned Vendor Exhibits No refunds given for cancelled reservations after October 5, 2016 Questions? Contact: susan-stokes@comcast.net You may pay by credit card using PayPal Those who register and pay before October 5, 2016 will qualify for express check-

in which means no waiting in line.

A special room rate of $155 is available for conference attendees at the Inn at St. John's. Click on the link below to make your reservations.

http://bookings.ihotelier.com/bookings.jsp?groupID=1324134&hotelID=6153

Group Code: 10H14V

You will then select the dates of your stay and will then be prompted to select your room

type. The group access code should be already entered, if not use the code above. The

group access code must be entered to receive the group rate. Reservations must be

cancelled by 4 pm day of arrival to avoid penalty of one-night room & tax.

To make reservations over the phone, please contact the hotel at (734) 414-0600 and reference the group name HFMA Fall Conference.

Make your reservations early, price guaranteed through October 2, 2016 only. After October 2nd the rooms that have not been reserved will be released.

Registration Information

Register online at: https://events.r20.constantcontact.com/register/eventReg?llr=9lbolacab&oeidk=a07ecwmzs2waaff37fa

You can pay by PayPal on the registration page or mail your check to: HFMA Fall Conference

Attn: Susan Stokes 13064 Burningwood Drive Washington, MI 48094 Questions

Contact Susan Stokes susan-stokes@comcast.net or (586) 786-9532