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hfma region 2 annual fall institute: “Step Up ” to the Future: Healthcare Reform Opportunities october 13 - 15, 2010 The AdAms mArk hoTel, BuffAlo, NY

Presented by HFMA Region 2 Chapters: central new york • hudson valley ny metropolitan new york • northeastern new york puerto rico • rochester regional • western new york

Who Should Attend: cfos, vps of finance, controllers, department heads, administrators, revenue cycle leaders, chargemaster coordinators, directors of finance, budget analysts, managed care contractors, reimbursement managers, denial management specialists, patient financial service managers and supervisors, accountants and compliance staff

Session Levels: strategic general assembly sessions and breakout sessions with operational nuts and bolts to help solve specific problems to improve the boom line.

11.5 cpe credits Wednesday, october 13, 2010

AT Your leIsure Pre-Conference Activities – on Your own Please refer to the insert for information on the Buffalo/Niagara area. Additional brochures and information will be available at the hotel concierge.

6:00 Pm - 6:30 Pm Pre-Conference reception for All registered Conference Aendees Adam’s mark hotel; fountain room Christine Blidy, WNY hfmA President & Bruce k. liebel, fhfmA welcome you to Buffalo and will provide you with a brief overview of all you will need to know about Buffalo to make the most of your conference experience.

6:30 Pm – 9:00 Pm meet & Greet with steve Tasker formerly of the Nfl’s Buffalo Bills Adam’s mark hotel; fountain room Network and mingle with conference aendees while enjoying the tastes that Buffalo is known for: Buffalo Chicken Wings and Beef-on-Weck. hearty hors d’oeuvres and refreshments will be served.

Thursday, october 14, 2010

7:30 Am – 8:30 Am registration with Continental Breakfast served in the Vendor fair

8:30 Am – 9:15 Am Welcome and opening remarks robert A. masi, ChfP, hfmA regional executive, region 2 National hfmA Chair’s Theme Presentation - “step up” speaker: deBorA kuChkA-CrAIG, fhfmA, National hfmA Chair, 2010-2011 Corporate Vice President, managed Care, medstar health, Columbia, maryland A member of HFMA since 1993, Ms. Kuchka-Craig’s involvement with the National Association includes serving on the Managed Care Forum Adviso Council (1997-00), the Board of Examiners (2003-07), serving as chair during 2006-07, the National Adviso Councils (2005-06), the Strategic Planning Commiee (2005-07 and 2008-10), serving as chair during 2008-09, the Board of Directors (2005-10), the Executive Commiee (2006-10), and the Audit & Finance Commiee (2007-10), serving as chair in 2008- 09. Ms. Kuchka-Craig, a Fellow of HFMA, received her Bachelor of Arts degree in Biology from Lehigh Universi, Bethlehem, Pennsylvania, and a Master of Science degree in Health Planning and Administration from e Johns Hopkins School of Hygiene and Public Health, Baltimore, Maland.

9:15 Am – 10:30 Am keynote Presentation & General session sTeP uP - NoT sTePPed oN speaker: sTeVe TAsker – former Buffalo Bills football Player; Current Nfl Color Analyst and sideline reporter for CBs Television Network.

Widely considered to be the NFL’s greatest special teams player of all-time, as the NFL ’s MVP in 1993 and as the AFC’s special teams player in the Pro Bowl 7 times, Steve will talk about leading by serving, as well as including team members in the decision making process. His talk will include personal experiences and his own sto as illustrations. While most well known for his role as the special teams captain of the Bills during the team’s 4 consecutive Super Bowl trips, his awards have included his name placed on the Stadium Wall of Fame, Sport’s Illustrated’s “All Time Team”, and selection to the Buffalo Bill’s 50th Anniversa All Time Team. 10:30 Am – 11:00 Am Networking Break in the Vendor fair

11:00 Am – 12:30 Pm health Care reform: A keynote Panel discussion Introduced by: GordoN s. sANIT, fhfmA, director, health sciences & Government Practice, deloie & Touche llP, will begin the discussion with a short briefing on the current status of Heathcare Reform and the implications for all of us.

moderated by: rIChArd l. ClArke, dhA, fhfmA, hfmA President and Ceo Dr. Clarke is President and CEO of the Healthcare Financial Management Association (HFMA), Westchester, Illinois. He has held this position since June 1986. He holds a bachelor’s degree in Industrial Distribution from Bradley Universi, Peoria, Illinois (1970), a master’s degree in Business Administration in management/finance from the Universi of Miami, Coral Gables, Florida (1972), and a Doctor of Health Administration (DHA) degree from the Medical Universi of South Carolina, Charleston, SC (2005).

Panel members: deBorA kuChkA-CrAIG, fhfmA, National hfmA Chairman, 2010-2011, Corporate Vice President, medstar health, Columbia, maryland GArY J. fITzGerAld, President, Iroquois healthcare Alliance, Albany and syracuse, NY WArreN herN, fhfmA, President and Ceo, unity health system, rochester, NY J. dAVId lIss, Vice President, New York Presbyterian hospital, New York, NY ThomAs J. quATroChe Jr., Ph d, senior Vice President, erie County medical Center, Buffalo, NY

12:30 Pm – 1:45 Pm lunch Buffet in the Vendor fair

1:45 Pm – 3:15 Pm BreAkouT sessIoNs

mapping the future – A supply Chain Transformation: Case study of the North shore - long Island Jewish health system’s supply Chain A1 speakers: doNNA drummoNd, VP & Chief Procurement officer, NslIJ health system PAul hAmIlToN, managing director, supply Chain Improvement, fTI healthcare

You will participate in a discussion of the issues and trends that are driving the escalation of healthcare costs and their impact on the profitabili of hospital operations, which ultimately force hospitals to efficiently manage extremely scarce resources in light of a case study example. Discussion will include the convergence of important trends that together lay the foundation for the increasing importance and complexi of hospital Supply Chain operations in the coming years. Shrinking reimbursement rates will cause hospitals to look to operational efficien as the key to maintaining margin. In order to deal with these issues and continue to t to provide the best possible patient care and safe, organizations need to focus on decreasing variabili and enhancing outcomes through evidence-based practices and reducing clinical variation, improving operational and financial performance to help fund growth and reducing trends of over-utilization and inefficient clinical practice. is presentation will explore multiple ways to address these difficult, complex, and yet achievable goals in working cross-functionally with hospital leadership, physicians, nurses, supply chain, materials management, department heads and finance leaders to improve processes and decrease costs while improving the quali and outcomes for your patients in a collaborative manner. leveraging Technology to Improve efficiencies and organizational Performance in A2 uncertain economic Times speaker: Tom lAWrY, director, microso health solutions Group

Currently, few organizations are effectively leveraging information technology (IT) to drive improved care and boom-line results. It’s time for a fundamentally different approach to information management that will help organizations improve financial health and organizational performance. One way to accomplish this is by leveraging data assets and facilitating collaboration across multiple groups to optimize resources, reduce costs, improve the quali of care, and generate increased organizational performance. Meaningful use provision of the HITECH legislation will also be part of the discussion.

Tools to Identify and defend Patient financial services Vulnerabilities - deciphering A3 Today's Alphabet soup: CerT, heAT, hhs/state oIGs, rAC, PePPer, qIC, qIo, mAC, mIC, mIG, mIP, Perm, PsC, rrT, zPIC speakers: IAN dIeNer, md, mBA and Bo mArTIN, Phd, Navigant Consulting

A common adage about information for insurance claims goes, “If you don’t need it to get paid, then it won’t be saved.” In this era of healthcare reform, this adage is no longer true and has created new risks specifically for Patient Financial Services. Because of these many auditors, PFS now needs to collect far more data beyond what is just required to submit a claim and must save that information long aer it is paid. In this presentation, we will cover steps that Patient Financial Services should take to prevent money being taken back later by government auditors.

3:15 Pm – 3:45 Pm Networking Break in the Vendor fair

3:45 Pm – 5:15 Pm BreAkouT sessIoNs

state reform Initiatives speaker: B1 JohN W. GAhAN, Jr., director, Bureau of Primary and Acute Care reimbursement, New York state department of health

is session will provide hospital finance and reimbursement staff with updates regarding the 2010-2011 New State budget and the implementation of various Medicaid reform initiatives.

hot Topics in Accounting, financial reporting and exempt Tax speakers: B2 AlAN GrACIe and rYAN GrAdY, freed maxick & Baaglia, CPAs PC & rsm mcGladrey, Inc.

A fast paced, plain English update suitable for CFOs, Controllers and financial operations personnel alike. Newly promulgated FASB and GASB accounting standards updates, emerging financial reporting issues and exempt tax issues will be discussed. developing sound Controls: managing the shi from revenue Cycle to revenue B3 Integrity Practices speakers: emIlY CAsTro, strategic Projects manager, Craneware lINdA CorleY, Compliance officer, dell services – revenue Cycle solutions

Since August 2000, Medicare outpatient reimbursement depends on the hospital’s methodology for capturing the appropriate charge represented by the correct code(s) charging for the “reimbursable” service in the proper seing! And – commercial payers are adopting “their” version of CMS payment requirements which hospitals must follow based on individual contract terms. Does your facili have sound revenue integri controls in place to ensure not only optimum but also compliant payment from all payers? What is the most important tool for hospital-wide compliance? is session will discuss Charge Description Master (CDM) controls, and how payment gaps can be appropriately identified and solved. Revenue integri practices that support compliant charge capture, coding and billing will be discussed along with proven strategies for cash collection.

5:30 Pm – 9:00 Pm dinner – on Your own Refer to the insert for some recommended local dining options, some with special discounts for HFMA conference aendees, in the Downtown Area and within walking distance of the hotel.

9:00 Pm – 12:00 Am CABAreT NIGhT & desserT eXTrAVAGANzA!! Cocktails, Dessert and Coffee will be served in the Fountain Room Join your colleagues for an evening of musical entertainment from PENELOPE, a local Niagara Falls band that has been pleasing crowds for over for years. Playing dance songs from the fiies through the current day, Penelope features the vocals of Bobby Serianni, and our own WNY HFMA member, Russ Previte, is featured on drums. Stop down and enjoy the sounds of Penelope, and see why they remain a local favorite. friday, october 15, 2010

7:30 Am – 8:30 Am registration and Buffet Breakfast in the Vendor fair

8:30 Am – 8:45 Am Welcome and opening remarks elIzABeTh CArNeVAle, hfmA regional executive elect, region 2

8:45 Am – 10:15 Am BreAkouT sessIoNs

office of medicaid Inspector General speaker: C1 JAmes G. sheehAN, NYs medicaid Inspector General Participants will be provided with an up-to-the minute summa of what the OMIG has been working on and where it will focus in the future. You can’t afford to miss this timely session that will supply information that will impact all aendees. Interactive discussion to follow presentation. medical homes – Patient Centered Primary Care Collaborative C2 speaker: edWINA roGers, executive director, Patient Centered Primary Care Collaborative e Patient Center Prima Care Collaborative is a coalition of major employers, consumer groups, patient quali organizations, health plans, labor unions, hospitals, clinicians and many others who have joined together to develop and advance the patient centered medical home. e Collaborative believes that, if implemented, the patient centered medical home will improved the health of patients and the viabili of the health care delive system. In order to accomplish that goal, employers, consumers, patients, clinicians and payers have agreed that it is essential to support a beer model of compensating clinicians.

Advanced medicare Cost reporting speaker: C3 mIke NIChols, managing director, Consulting services operations, rsm mcGladrey You will come away understanding key reimbursement drivers and upcoming changes and we will explore advanced cost reporting topics impacting reimbursement. is session content will focus more on interpretations and implications, rather than "how-to" prepare a cost report.

10:15 Am – 11:00 Am Networking Break in the Vendor fair

11:00 Am - 12:15 Pm keynote Presentation & General session WhAT IT TAkes To BuIld A BeTTer heAlTh CAre sYsTem speaker: mIChAel leAVITT – u.s. secretary of health and human services (2005-2009) and Administrator, environmental Protection Agency (2003-2005). A powerful voice for global health diploma, Michael Leavi shares his insights into how the public and private sectors should join together to solve the health care crisis. Called "a prophet in pinstripes" for his early call to reform America's health care system, Michael Leavi is a respected, experienced and proactive voice on the issues that maer. Known for his respectful opposition of plans to increase government health care bureaucra, Leavi presents new solutions aimed at solving the national health care crisis that advocate fiscal responsibili and beer standards for quali care. Having served as Secreta of Health and Human Services, head of the Environmental Protection Agen, governor of Utah and as president and chief executive officer of a regional insurance firm, Leavi has led a distinguished government and business career bringing diverse stakeholder groups together to solve the world's most complex issues. Today, Leavi brings audiences his trusted perspectives on both the health care and environmental debates, calling on polimakers in Washington to abandon politics in the interest of effecting real, lasting reform. A leader who initiated several global health diploma programs, Leavi also talks to the need to expand humanitarian programs as a means of extending and improving the American brand.

12:15 Pm – 12:30 Pm restructuring of the hfmA Certification Program mArY d. WhAleN, fhfmA, President, Whalen Consulting, llC HFMA has established the Chapter Certification Adviso Commiee (CCAC) with representation from each Region to assist the Board of Examiners in restructuring the Certification Program. Ma, the Region 2 Representative to the Commiee, will share the Commiee’s progress to date and solicit members’ ideas to the restructuring process.

12:30 Pm – 12:45 Pm Closing remarks elIzABeTh CArNeVAle, hfmA regional executive elect, region 2 Awarding of Prizes and raffles in the Vendor fair (must be present to win) Boxed lunch hfmA region 2 Institute, october 13-15, 2010 schedule at a Glance

WedNesdAY, oCToBer 13Th Pre-Conference Activities At Your leisure see the enclosed flyer to make Your own Arrangements 6:00 pm - 6:30 pm Pre-Conference reception: Introduction to Buffalo fountain room open to all registered conference aendees 6:30 pm - 9:00 pm meet & Greet with steve Tasker, formerly of the Nfl’s Buffalo Bills fountain room open to all registered conference aendees

ThursdAY, oCToBer 14Th 7:30 am - 8:30 am registration and Continental Breakfast fountain room 8:30 am - 9:15 am Welcome & opening remarks: erie Ballroom robert A. masi, ChfP, HFMA Regional Executive, Region 2 National hfmA Chair’s Theme Presentation - "step up" debora kuchka-Craig, fhfmA, National HFMA Chair, 2010-2011 9:15 am – 10:30 am keynote Presentation “stepped up - Not stepped on” erie Ballroom steve Tasker, Former NFL Star 10:30 am – 11:00 am Networking Break in the Vendor fair erie Preconvene 11:00 am – 12:30 pm healthcare reform: A keynote Panel discussion erie Ballroom Introduced by: Gordon s. sanit, fhfmA, Director, Deloie & Touche LLP moderated by: richard l. Clarke, dhA, fhfmA, HFMA President and CEO 12:30pm – 1:45 pm lunch Buffet in the Vendor fair fountain room/erie Preconvene

Breakout sessions A1 session A2 session A3 session 1:45 pm – 3:15 pm supply Chain leveraging Technology deciphering Today’s Transformation to Improve efficiency Alphabet soup donna drummond, Tom lawry, Ian diener & NslIJ & microso health Bo martin, Paul hamilton, solutions Group Navigant Consulting fTI healthcare

3:15 pm – 3:45 pm Networking Break in the Vendor fair erie Preconvene

Breakout sessions B1 session B2 session B3 session 3:45 pm – 5:15 pm state reform Initiatives hot topics in Accounting, developing sound Controls: John W. Gahan, Jr financial reporting managing the shi from NYs department of and exempt Tax revenue Cycle to Integrity health Alan Gracie & ryan Grady, Practices freed maxick & Baaglia emily Castro, Craneware & rsm mcGladrey linda Corley, Perot systems 9:00 pm – 12:00 am social & Networking event – Cabaret Night and dessert social fountain room Join your friends and colleagues for an evening of socializing and musical entertainment! hfmA region 2 Institute, october 13-15, 2010 schedule at a Glance frIdAY, oCToBer 15Th 7:30 am - 8:30 am registration and Buffet Breakfast in the Vendor fair fountain room 8:30 am – 8:45 am Welcome and opening remarks erie Ballroom elizabeth Carnevale, HFMA Regional Executive Elect, Region 2

C1 session C2 session C3 session 8:45 am – 10:15 am omIG medical homes Advanced medicare Cost James G. sheehan, edwina rogers, reporting NYs medicaid Inspector Patient Centered mike Nichols, General Primary Care rsm mcGladrey Collaborative 10:15 am – 11:00 am Networking Break in the Vendor fair erie Preconvene 11:00 am – 12:15 pm keynote Presentation erie Ballroom What it Takes to Build a Beer health Care system michael leavi 12:15 pm – 12:30 pm restructuring of the hfmA Certification Program erie Ballroom mary d. Whalen, fhfmA, region 2 CCAC representative 12:30 pm – 12:45 pm Closing remarks, Prizes and raffles Award (You musT Be PreseNT To WIN) and erie Ballroom Boxed lunch THANK YOU FOR BEING A PART OF THE 2010 REGION 2 ANNUAL FALL INSTITUTE. Have A Safe Trip Home.

BE SURE TO MARK YOU CALENDARS NOW FOR THE 2011 REGION 2 ANNUAL FALL INSTITUTE. OCTOBER 5, 2011 TO OCTOBER 7, 2011 TURNING STONE RESORT & CASINO, VERONA, N Y

Please see enclosed flyers on the attractions and restaurants in the Buffalo area. Don’t forget to fill out the enclosed registration form and register online, via fax or by mail. For more information visit www.hfma.org.

HFMA Region 2 Conference 2010 BUFFALO / NIAGARA - 25 SIGHTS TO SEE FOR MORE INFO: www.visitbuffaloniagara.com (*-within a short distance of the Adam’s Mark Hotel)

ARCHITECTURE ATTRACTIONS 1) -Frank Lloyd Wright Darwin Martin House 6) -Albright-Knox Art Gallery 2) -Guaranty Building* 7) -Burchfield Penney Art Center 3) -City Hall* 8) -Shea’s Performing Arts Center* 4) -Ellicott Square Building* 9) -Kleinhans Music Hall 5) -Buffalo Tours 10) -Niagara Falls 11) -Erie Basin Marina* 12) -Buffalo Museum of Science CASINOS 13) - Buffalo & Erie Co. Naval & 17) -Seneca Niagara Casino-Niagara Falls, NY Servicemen’s Park & Erie 18) -Seneca Creek Casino-Buffalo* (temporary location) Canal Harbor* 19) - Fallsview Casino, Niagara Falls, Canada 14) - HSBC Arena* (need passport or enhanced license) (home of Buffalo Sabres) 15) -Buffalo Zoological Gardens 16) - Buffalo & Erie Co. GOLF Botanical Gardens 20) -Numerous courses available in the area: www.wnygolfcourses.com wwwbuffalogolfguide.com

SHOPPING 23) - Walden Galleria Mall, NIGHTLIFE Cheektowaga 24) -Elmwood Village* 21) -Chippewa Entertainment District* 22) -Elmwood Village/Allentown District* 25) - Fashion Outlets of Niagara Falls

OCTOBER 2010 EVENTS: 10/12 Merchants of Bollywood Center for the Arts-University of Buffalo North Campus • www.ubcfa.org, Ticketmaster.com or 1-800-745-3000 10/16 Pat Methany-The Orchestrion Tour Center for the Arts-University of Buffalo North Campus • www.ubcfa.org, Ticketmaster.com or 1-800-745-3000 10/16 Buffalo Philharmonic Orchestra Blue Cross/Blue Shield of WNY Pop Concert Series, Kleinhans Music Hall www.bpo.org Phone: 716-885-5000 10/16 George Strait & Reba McEntire HSBC Arena • www.hsbcarena.com Phone: 716-855-4100 10/15-10/31 Mary Poppins Shea’s Peforming Arts Ctr. • www.sheas.org Phone: 716-847-0850 10/15- 7:30pm BUFFALO SABRES HSBC Arena, vs Montreal • www.hsbcarena.com Ph:716-855-4100 hfmA reGIoN 2 INsTITuTe reGIsTrATIoN

reGIsTrATIoN fees: early Bird (Before or on September 22, 2010) Aer september 22, 2010 hfmA members $300.00 hfmA members $350.00 Certified members $285.00 Certified members $350.00 Non-members $350.00 Non-members $400.00 all early bird registrants will be entered into a drawing for a complimentary 2-night stay at the adam's mark hotel in buffalo, (which can be used for this conference). winner will be notified in advance.

hoTel INformATIoN Adam’s mark hotel, 120 Church st; Buffalo, NY 14202 www.adamsmark.com/hotels/buffalo/index.html • 800-444-2326/reservation • 716-845-5100/front desk $129.00 single rate, double room • $139.00 single rate, king • $139.00 double rate, double room • $149.00 double rate, king rates available october 10th - october 17th hfmA has reserved blocks of rooms in this hotel. Preferred rates will be held until september 22, 2010 while rooms are available. Please call the hotel directly and mention hfmA region 2 to ensure your preferred rate. You are responsible for making your own hotel reservations, including changes and cancellations.

If You hAVe To CANCel A refund of the seminar registration fee (less a $50.00 processing fee) will be granted if cancellation is received at least 10 days prior to the event date. substitutions are permied. Cancellations must be submied in writing by fax to 708-531-0665 or via email to [email protected]. reGIsTer eArlY! Please submit your registration early in order to allow ample processing time. You will receive wrien confirmation at least two weeks prior to the event. sChedule ChANGes Although we do our best to avoid schedule changes, occasionally it may be necessary to re-schedule or cancel programs. registrants will receive advance notice of such changes. hfmA region 2 cannot be responsible for any penalties incurred as a result of any changes. CPe ACCredITATIoN hfmA metro New York Chapter is approved as a New York state CPe Provider in the area of specialized knowledge and applications, Provider Number: 000813. 11.5 cpe credits Participants will receive a certificate of aendance at the completion of the overall institute reflecting the number of instructional hours presented. CPe requirements may differ by jurisdiction; therefore, participants should consult their reporting jurisdiction. All hfmA region 2 education programs earn points toward hfmA Certification, Certification maintenance requirements, and founders Awards. quesTIoNs??? If you have additional questions please contact elizabeth Carnevale at [email protected] or (516) 632-3443 hfmA reGIoN 2 INsTITuTe reGIsTrATIoN 3 WAYs To reGIsTer 1. fAX this form to 708-531-0665 2. mAIl the form with payment: hfmA, dept 77-6063, Chicago, Il 60678-6063 3. oNlINe CredIT CArd reGIsTrATIoN: http://www.hfma.org/site/emeetreg/main/MtgInfo.cfm?MtgCode=10REG2

1. Badge Information (Please print) Are you a current hfmA member? □ Yes (member # ______) □ No (see section 4) □ mr. □ mrs. □ miss □ ms. □ other ______

______first Name/middle Initial/last Name Nickname for Badge

______Job Title employer

______organization Type employer’s City/state

2. mailing Information: send mail to: □ Business □ home □ update my records

______Business Address (No P.o. Boxes please) e-mail Address

______City/state/zip Code home Address (No P.o. Boxes please)

______Business Telephone/extension City/state/zip Code

______Business fax home Telephone

3. Course selection enter course numbers you will be attending. (located on the program schedule) Thursday (A1, A2 or A3) 1:45-3:15pm Thursday (B1, B2 or B3) 3:45-5:15pm friday (C1, C2, or C3) 8:45-10:15am ______1st choice 2nd choice 3rd choice 1st choice 2nd choice 3rd choice 1st choice 2nd choice 3rd choice

4. member dues/fees (non-members only) HFMA members recieve a $50 discount on conference Begin my membership the month of ______(month joined: september $126, october $187) dues (expires May 31, 2011) $______I affirm that the information I have given is true to the best of my knowledge, and I agree to abide by the HFMA Code of Ethics, and the Application fee $__3_0_.0_0 __ Constitution and Bylaws of the Association. Total - membership dues/fees $______Signature Date 5. Payment Information Early Bird* Registration fee *Register by September 22, 2010 early Bird: members $300/Non-members $350 $______registration After september 22, 2010 add $50 $______Certified members registration: early Bird $285 / After september 22, 2010 $350 $______Total Conference fees $______

□ Charge my: □ Visa □ masterCard □ American express □ discover Card No. ______exp. date ______security Code ______Cardholder’s Name ______Cardholder’s signature ______□ Check enclosed (Payable to hfmA education foundation) □ Check being sent under separate cover (Payable to hfmA education foundation) hfma region 2 annual fall institute: “Step Up ” to the Future: Healthcare Reform Opportunities

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