ACC Chapter Recognition – Word Template

Chapter Name * Louisiana Chapter Chapter President Michael Turner, MD, FACC Chapter Executive Janna Pecquet Name of Person Completing this Form * Janna Pecquet Title of Person * Chapter Executive Chapter Executive/Staff

How many full or part time employees in your organization 4 are working for the ACC Chapter? Please describe the staffing resources in your chapter, Janna Pecquet, Chapter Executive including names, titles and a brief description of their duties. Oversees all chapter activities including coordinating annual meeting (including logistics, sponsorship, grant writing etc), monitor state and national legislation, prepare e-newsletter, coordinate community outreach, work with committee and board members, and financial management

Alex Zimmerman, Administrative Assistant Assists the Chapter Executive in various duties, answer phones, and membership retention

Michael Donofrio, CPA – Accountant Assists with preparing budget, prepare tax forms, maintains account in QuickBooks, balance account monthly, prepares statements

Allison Matherne – Communications Maintains web site, designs brochures, newsletters etc.

Additional Notes Executive Committee and/or Council

We have a structured Executive Committee that meets Yes regularly: We have the following number of Council Members: 18 Our Council is primarily structured by: Geography, Geography Institution, Areas of Interest, Practice Type Please describe the structure of the executive The Council consists of one physician from each committee/Council, including names and titles. Indicate if you major city in Louisiana and two ex-officio have FITs or CCAs involved in your leadership, along with their names and positions held. members. We restructured our council a couple of years ago in order to foster additional participation in the chapter.

We also have FIT representatives from each teaching program.

Denise Bonura, RN - CCA Representative Karen Engelhardt – CAF Representative (CAF stands for Cardiology Administrative Forum. It’s the Louisiana Chapter’s committee for practice administrators. This committee has been active for 4 years.

Please describe any committees organized under the Council We have Advocacy, Quality, and Education. (i.e. advocacy, quality, membership, etc). We’ve also established a committee for our Practice Administrators. If you have designated liaisons to outside healthcare or cardiovascular organizations, please list the liaison and organization below. Additional Notes Leadership & Chapter Development

A Chapter leader (i.e. Chapter President, President-elect, No (Dr. Turner had a conflict for the meeting in designee of the Chapter President and/or Chapter Executive) September) has represented the Chapter at all three meetings of the BOG in 2008. Chapter Council has developed or reviewed a Strategic Plan No. This is something our chapter wants to do and with clear, measurable goals for the Chapter within the past has applied for a grant from the ACC to accomplish three years. in 2009 If Yes, When? Chapter has submitted to the BOG Steering Committee their Yes annual goals for 2008. Please elaborate on what goals your Chapter was able to To complete a membership survey to better accomplish, and your plans for keeping your Chapter goals understand what our members want from the relevant to your membership. chapter and provide a better service to them.

To increase the number exhibitors at the Annual Meeting.

To establish the Billing/Coding Committee. This committee is in charge of coordinating the annual Billing and Coding Forum. We’ve also established a list serve so members can ask questions and/or offer their experience to the group. Chapter President and Chapter Executive communicate on a Yes regular basis as mutually agreeable. How often and by what method of communication? What Weekly; Email advantages does this provide your Chapter? Chapter President has developed a succession plan and Yes identified members willing to run in the next Governor election. Please describe your process and how you are integrating By asking them to serve on chapter committees and these members in your Chapter. serve as Program Chair for our Annual Meeting

Chapter Management

Chapter President and Chapter Executive have reviewed the Yes ACC Chapter Operations Manual. The Chapter is in compliance with all of the good business practices as outlined in the Chapter Operations Checklist in the Operations Manual. Chapter has met all federal and state requirements for non-profit organizations, such as: IRS classified tax exempt status is current and in good Yes standing. Articles of incorporation are current. Yes Employer Identification Number (EIN) is on file. Yes Annual Corporate status is on file and in good standing. Yes Chapter bylaws have been reviewed and are current and in Yes compliance with applicable state and ACC National. (Changes must be approved by the BOG Steering Committee.) Chapter bylaws are posted on website. Yes Financials have been examined by the Chapter President, Yes Chapter Treasurer, and Chapter Executive and reviewed with the Chapter Council on a quarterly basis. Chapter Executive is operating under an ACC approved Yes management contract, and the contract is on file with ACC national. Chapter Executive has been reviewed within the last twelve Yes months and his or her goals were defined for next twelve months. Chapter has clear, transparent financial reports and a defined Yes reporting system for Chapter leaders in place. Chapter Council has approved an operating budget for the No, meeting in late December next fiscal year. Chapter has on file with ACC National copies of their most Yes recent end of year financial statement and next year budget, along with their 990, Articles of Incorporation, Chapter Bylaws and management contract. An independent accounting firm has audited or prepared the Yes Chapter financials and/or tax returns. Chapter carries Directors & Officers insurance to limit the Yes personal liability of their leaders. In case of an emergency, the Chapter has a disaster plan for YES communications in place. Membership & Communication

Chapter produces at least one newsletter a year, either in hard Yes print or electronic format. This newsletter is directed to the entire Chapter membership. Which Format? Please Select Hard Copy OR Electronic Electronic How often is it distributed ? Monthly Chapter has increased the number of member volunteer Yes opportunities by at least 2 positions, either permanent or temporary. Name them. Billing/Coding Staff Co-Chairs

Chapter has conducted a survey to measure member value at Yes least once in the past 24 months. Please tell us what you learned from the survey and how you We received 66 responses: plan to implement the results to improve. Lack of time was the #1 reason they did not attend meetings or felt others did not attend. Majority felt the Annual Meeting was a good way to use Chapter Resources

Most receive CME from National Meeting

#1 priority of should be state advocacy #2 priority Reimbursement #3 priority CME

#1 concern in practice Reimbursement

Majority in favor of having small regional meetings over one big annual meeting each year Chapter has welcomed CCAs into their membership through Yes special meetings or a section of a meeting targeted for CCAs, special invitations to CCAs for general meeting, including CCAs in its bylaws, including a CCA representative on its Council, and other inclusive manners. Please explain how you have done this and how it has worked We include the CCAs in all meetings; goal for 2009 for your Chapter. is to have their own program at the annual meeting; our CCA liaison also holds a position on our foundation board; and in the past CCAs helped coordinate Community Outreach Health Fairs. The first annual CCA Elections are underway fall 2008. The Yes Chapter is in the process of incorporating and engaging its Chapter liaison. Chapter has welcomed FITs into their membership through Yes special meetings or a section of a meeting targeted for FITs, special invitations to FITs for general meeting, including FITs in its bylaws, including an FIT representative on its Council, and other inclusive manners. Please explain how you have done this and how it has worked FITs are included on the council and annual for your Chapter. meeting. We have a Poster Competition each year and a reception honoring our FITs. Chapter has welcomed Practice Administrators into their Yes membership through inclusive manners. Please explain how you have done this and how it has worked We’ve had our own committee of practice for your Chapter. administrators for 4 years now. We’ve sponsored special educational programs at the annual meetings and with our state MGMA.

We’ve expanded our practice administrator committee to now include Billing/Coding Staff. They have their own committee and listserv as of January 2008. Chapter has an up-to-date website with valuable information. Yes Education

Chapter holds at least one annual meeting for its general Yes membership or at least two meetings a year for targeted members. Targeted membership could be by region, specialty, membership type, institution or other demographics. How many hours were offered, and was the CME/CE 5.75 accredited? Chapter’s annual meeting attendance is increased over last No year’s attendance by 10%. Was the target audience FACC, CCA or other? FACC, CCA, CAF and FITs Evaluations from the annual Chapter meeting are overall Yes above average or outstanding. Chapter offers CME/CE for its Chapter meeting and is in good standing with ACGME regulations regarding CME/CE. Chapter participated in joint-sponsored ACC CME and/or CE. Please describe your program briefly (title, location, target Our theme this year was Advances in Cardiology. audience, and attendance.) Our speakers were a mix of local and national speakers. The meeting was held in New Orleans at the Ritz Carlton Hotel. We started the meeting with a reception and FITs poster competition. We invited FACC, CCA, CAF and FITs to participate Please explain from where your Chapter obtains its CME/CE This year we used a local hospital called The and the process, cost, and effort that your Chapter Woman’s Foundation Inc. The cost is $150 per Executive puts into making certain it is handled according to ACGME regulations. credit unit. They prepare all evaluations and provide an evaluation summary. They attend the meeting and send out certificates. They make sure we follow all the rules. Quality

Chapter is participating in at least one ACC quality Yes improvement initiative. Describe the initiative D2B Chapter has recruited more than one “Quality Champion” in Yes their Chapter to facilitate identified quality projects. Name them: Henry Hanley, Robert Freedman, Roberto Quintal, Chris White Chapter has established a partnership with the State Medical No Society. Describe any projects you have worked on with the State Not at this time. Hope to improve when Patrick Medical Society. Breaux is president in 2010. Chapter has held a summit, conference or meeting We’ve included quality issues at our meeting highlighting quality issues. through various speakers Chapter has held at least one meeting or meeting section No dedicated to educating hospital administrators about the NCDRTM CathPCI, ACTION, ICD or CARE Registries, or educate practice administrators about the NCDRTM IC3 Registry. Advocacy

Chapter President or other Chapter leader on behalf of ACC Yes has hosted or attended any political event within the last year and reported the event to ACC National Advocacy staff. Additional Notes: The Chapter participated in a fundraiser for Congressman Boustany with several other state medical associations called “Physicians for Boustany”. Chapter President or other Chapter leader has maintained Yes contact with legislator(s) for future ACC advocacy efforts. Describe in what way. They continue to support their campaigns by donating to their PACS and attending fundraisers.

Chapter President or Chapter President-elect have attended an No ACC Legislative Conference within the past two years. Chapter has organized a state lobbying effort with the help of No ACC National. Chapter has organized a “Cardiologist for the Day” event in In April of 2009 their state. Describe this event Additional notes. Chapter Recognition Status

Please demonstrate why your chapter should be recognized as a recipient of this year's Chapter Recognition Award. Email to [email protected] additional information as necessary, such as newsletters, bylaws, meeting agendas, annual meeting brochures or other pertinent materials highlighting the success of your Chapter. Our Chapter application has no confidential material contained in it and is willing to have it posted on Chapter Affairs Extranet so that other Chapters may learn from our successes. Additional comments, if necessary: