NEW LOCATION! Caribe Royale Orlo or Online April 20 21, 2017 Don t miss our Ethics course on Wednesday, April 19. See page 11 for details.
Doctor s Orders: Check out our New to health Care / Young CPAs track! Health Care is a profession under constant change, especially under a new administration. New rules regulations are introduced with regularity. What can you do to keep pace with this ever-evolving industry? Want to learn the best strategies for guiding your organization clients? The 2017 FICPA Health Care Conference is for you! This specialized, 17-hour conference covers implementation of the new stard for not-for-profits, post-election concerns, revenue recognition much more. There is a dedicated A&A track, a specialized new to health care/young CPA track designed to get you up to speed on the things you need to know. While attending, please visit with our sponsors at the vendor exposition where you'll find the latest products services to make your job easier. #ficpahcc CPE Credit This conference qualifies for up to 17 hours of CPE credit is subject to change. CPE credit is subject to approval by the Florida Department of Business Professional Regulation. Type of credit is dependent upon breakout selection. 2 Health Care Industry Conference
Agenda at-a-glance Wednesday April 19 12 3:40 p.m. Ethics *Additional fees apply, see page 11. Thursday April 20 7:30 8 a.m. Registration Continental Breakfast 8 8:20 a.m. Opening Remarks 8:20 9:10 a.m. Keynote Address: Modern Day Cybercrime A Worldwide Epidemic 9:15 10:05 a.m. Breakout 1 Implementation of the New Stard for Not-for-Profits Breakout 2 Physician Independence in an Environment of Growing Consolidation New Revenue Opportunities in the Pay-for-Value System Breakout 3 Fundamentals of Health Care Accounting Part 1 10:05 10:20 a.m. Break 10:20 11:10 a.m. Breakout 4 TBD Breakout 5 Pre-/Post-Implementation Issues for Health Care Clinical Management (EMR) Financial Management Information Technology Breakout 6 Fundamentals of Health Care Accounting Part 2 11:15 a.m. 12:05 p.m. Breakout 7 AICPA Health Care Expert Panel Breakout 8 Learning from the Past: Regulatory Transactional Lessons Learned in Health Care Deals Breakout 9 Building a Personal Br in Health Care 12:05 1 :15 p.m. Lunch Presentation: The Post-Election World for the Health Care Industry 1:15 2:05 p.m. Keynote Address: Value as a Driver of Provider Payment 2:10 3 p.m. Breakout 10 Leases Not Just for the Footnotes Anymore Breakout 11 Creating Strategic Advantage Through Engaged Governance Breakout 12 Operational Building Blocks of Health Care 3 3:15 p.m. Break 3:15 4:05 p.m. Breakout 13 Update on the New Revenue Recognition Stards Breakout 14 Breakout 15 Driving Quality in Health Care Kaizen Process Improvement Blitz 4:10 5:50 p.m. Expert Panel: The Impact of the Presidential Election on Strategy Alternative Payment Systems 5:50 7 p.m. Sponsor Reception Friday April 21 7:30 8 a.m. Continental Breakfast 8 8:50 a.m. Options Available for Employers to Help Control Costs 8:50 9:40 a.m. Washington Update 9:40 10 a.m. Break 10 10:50 a.m. Breakout 16 GASB Update Breakout 17 Value-Based Purchasing: The Key is the Physician 10:55 11:45 a.m. Breakout 18 Restructuring the Lscape of Health Care Breakout 19 Laying the Trump Card on MACRA Physician Pay Changes? Physician Compensation Alternative Payment Models in a New Administration 11:45 a.m. 1 p.m. Lunch Sponsor Networking 1 1:50 p.m. Breakout 20 Third-Party Settlements: Accounting, Reporting What s New! Breakout 21 Managing Today's Health Care Risks Through Current Insurance Solutions 2:05 3:45 p.m. Update on Accounting & Auditing Issues Affecting Health Care Entities Recommended for New Young CPAs 3
Wednesday, April 19 12 3:40 p.m. Ethics (4 ETH)* J. Edward Grossman, CPA, CFE, CMA, CGMA Principal CliftonLarsonAllen Lakel CPAs face many complex challenging ethical issues. This course addresses the ethical professional obligations CPAs have to their clients, employers, colleagues, regulators the public. Through interactive dialogue discussion, we will focus on recent trends in business professional ethics along with the specific rules requirements applicable to CPAs outlined in Florida Statutes, the Rules of the Florida Board of Accountancy the AICPA Code of Professional Conduct. Thursday, April 20 This course fulfills the biennial ethics requirement for Florida CPAs is designed for professionals in public practice those working in industry or government. * Additional fees apply, see page 11. 7:30 8 a.m. Registration Continental Breakfast 8 8:20 a.m. Opening Remarks 8:20 9:10 a.m. Keynote Address: Modern Day Cybercrime A Worldwide Epidemic (1 TB) Robert E. Anderson, Jr. Managing Director Navigant Consulting, Inc. Washington, D.C. Explore the modern-day cybercrime threats from China, Russia, Iran, hacktivist, criminal organizations emerging trends. Learn how economic espionage has evolved in the last ten years. 9:15 10:05 a.m. Concurrent Breakouts 1, 2 3 (Choose One) Breakout 1 Breakout 2 Breakout 3 Conference Schedule Implementation of the New Stard for Not-for-Profits (1 AA) Jeff Goolsby, CGMA, CPA Audit Shareholder Moore Stephens Lovelace, PA Tampa Learn the practical implications of the FASB's new accounting stard for not-for-profits. This session includes before--after examples of changes, tips practice aids for implementation. Physician Independence in an Environment of Growing Consolidation New Revenue Opportunities in the Pay-for-Value System (1 TB) David M. Koeninger, CPA, MAA Chief Strategy Officer Millennium Physician Group, LLC Ft. Myers The accelerated pace of change in both government commercial reimbursement systems, the increase in the complexity of the business of medicine, provide physicians with opportunity additional burden. Payers' increased focus on cost reduction quality care are making it difficult for physicians to remain independent entrepreneurs due to the complexity cost of entering, verifying challenging pay-for-value programs offered by payers. Explore alternatives for maintaining physician independence, including consolidation affiliation, successfully integrating new revenue sources into the independent practice. Fundamentals of Health Care Accounting Part 1 (1TB) Jeremy Zabel Partner RSM US, LLP Minneapolis, Minn. This session is a primer for those new to the health care industry or for young CPAs. Participants will receive an introduction to health care, a review of health care terminology tools, a look at the reimbursement revenue cycle an update on hot topics. Recommended for New Young CPAs 4 Health Care Industry Conference
10:20 11:10 a.m. Concurrent Breakouts 4, 5 6 (Choose One) Breakout 4 Breakout 5 Breakout 6 TBD (1 AA) Pre-/Post-Implementation Issues for Health Care Clinical Management (EMR) Financial Management Information Technology (1 TB) Clinnie F. Biggs, Jr. Director Grant Thornton, LLP Charlotte, N.C. This course will focus on the gloomy financial outlook for health care providers who embark on health care clinical management (EMR) financial management information technology without considering the people, process, technology, risks, cost of ownership the rise of a cottage industry of consultants who provide postimplementation services to stabilize or optimize that same information technology. Fundamentals of Health Care Accounting Part 2 (1TB) Jeremy Zabel Partner RSM US, LLP Minneapolis, Minn. This session is a continuation of the primer for those new to the health care industry or for young CPAs. Participants will receive an introduction to health care, a review of health care terminology tools, a look at the reimbursement revenue cycle an update on hot topics. Recommended for New Young CPAs ficpa.org/cpe 5
Thursday (continued) 11:15 a.m. 12:05 p.m. Concurrent Breakouts 7, 8 9 (Choose One) Breakout 7 Breakout 8 Breakout 9 AICPA Health Care Expert Panel (1 AA) Christine M. Quintana, CPA Senior Manager Ernst & Young, LLP New York, N.Y. This session will offer an update on the activities of the AICPA Health Care Expert Panel, including the status of the AICPA Revenue Recognition Task Force implementation issue papers other A&A topics as they relate to your practice. Learning from the Past: Regulatory Transactional Lessons Learned in Health Care Deals (1 TB) Robert E. Slavkin Partner Akerman, LLP Orlo As the regulatory lscape changes, there are lessons to be learned in the diligence process in financing health care transactions. This session will focus on some key takeaways from changes in law experiences in transactions in the last several years. Building a Personal Br in Health Care (1 BE) Ford Kyes Founding Partner ActionCOACH Tampa Bay St. Petersburg Your personal br is your reputation; it is how others naturally describe you. Everyone has one by luck or by design. This presentation will describe the steps to design build the br you need to naturally attract the opportunities you choose. 12:05 1:15 p.m. Luncheon Presentation: Post-Election World for the Health Care Industry (1 TB) Jonathan D. Fleece, Esq. Managing Partner Blalock Walters, P.A. Bradenton At both the federal state level, the 2016 elections were historic are certain to bring more confusion, change opportunities to the health care markets. Join well-known attorney, author business advisor Jonathan Fleece as he shares his perspectives, forecasts recommendations for professionals facing the transformations ahead. 1:15 2:05 p.m. Keynote Address: Value as a Driver of Provider Payment (1 TB) Kathryn A. Reep Vice President Financial Services Florida Hospital Association Orlo This session will look at Medicare value-based payments for inpatient hospital services, post-acute care changes to physician payment based upon the quality value of the care provided. 2:10 3 p.m. Concurrent Breakouts 10, 11 12 (Choose One) Breakout 10 Breakout 11 Leases Not Just for the Footnotes Anymore (1 AA) J. Scott Yle, CPA, CHFP Audit Manager Dixon Hughes Goodman, LLP Charlotte, N.C. Neal Meyer Controller Winthrop Resources Corporation Minneapolis, Minn. Tim Paulson Manager Winthrop Resources Corporation Minneapolis, Minn. Explore the new Lease Accounting Stard (ASC 842), including an overview, key principles, journal entries application of the new guidance in the technology marketplace. Creating Strategic Advantage Through Engaged Governance (1 TB) Roger Strode Partner Foley & Lardner, LLP Chicago, Ill. Kyle Kramer, FACCA, FAAMA Director, Strategy Operations Pinnacle Health Care Consulting Centennial, Colo. High-performing organizations have moved actively towards engaged physician leadership. Explore the value of engaging physicians health care leaders to advance program/institutional performance, improve quality, increase market position improve financial performance through strategic governance alignment. Recommended for New Young CPAs 6 Health Care Industry Conference
Conference Schedule Breakout 12 Operational Building Blocks of Health Care (1 TB) Johna Kennedy-Preston, CPC Manager, Health Care Advisory Services Kerkering, Barberio & Company, CPA Sarasota Examine the practical, real-world operational building blocks of the health care revenue cycle management, starting with the patient charges, coding basics AR management. 3:15 4:05 p.m. Concurrent Breakouts 13, 14 15 (Choose One) Breakout 13 Update on the New Revenue Recognition Stards (1 AA) Gregory M. Hathorne, CPA, CHFP Principal CliftonLarsonAllen Orlo This session will provide an update on the new revenue recognition stards applicable to health care entities. As a follow up to the AICPA health care A&A update, this session will provide insight into how health care organizations would consider implementation. 4:10 5:50 p.m. Expert Panel: The Impact of the Presidential Election on Strategy Alternative Payment Systems (2 TB) MODERATOR: Charles Felix Publisher/Owner South Florida Hospital News Boca Raton Judith Ploszek Senior VP of Finance Tampa General Hospital Tampa David Verinder President/CEO Sarasota Memorial Health Care System Sarasota TBD A group of experts discusses health care trends strategic focus during the Trump administration. Alternative payment systems quality measures will also be explored. 5:50 7 p.m. Sponsor Reception Breakout 14 Breakout 15 Driving Quality in Health Care (1 TB) Matt Pickens Regional Director Press Ganey Associates, Inc. Chicago, Ill. Learn how the forces of consumerism are shaping new stards of quality in health care. Focus will be on the linkages between safety, quality experience; the role of data transparency; the emerging alternative payment models linked to quality. Kaizen Process Improvement Blitz (1 TB) Frank Cohen, CMPA Senior Analyst CPA Health Partners Clearwater In Japanese, the word Kaizen means continuous improvement, with the most successful businesses, this is a philosophy more than a concept. Learn how to improve quality through practice analytics, process improvement evidence-based management. Recommended for New Young CPAs ficpa.org/cpe 7
Friday, April 21 7:30 8 a.m. Continental Breakfast 10:55 11:45 a.m. Concurrent Breakouts 18 19 (Choose One) 8 8:50 a.m. Options Available for Employers to Help Control Costs (1 TB) Peter F. Connolly Jr. Regional Sales Manager Health Plans, Inc. Woburn, Mass. Peter Forte VP Health Strategies Innovation Health Plans, Inc. Woburn, Mass. There are options today for employers of all sizes. Plan design changes cost shifting are no longer the only way to combat rising health care costs. This session will explore building proprietary networks, partnering with transparent Pharmacy Benefit Managers the benefits of Reference Based Pricing. Discussion will also be held on how employers can ease into the self-funding arena. 8:50 9:40 a.m. Washington Update (1 TB) Jill Wright Special Council Foley & Lardner, LLP Washington D.C. This update will focus on changes potential developments in federal health care legislation regulation in 2017. 10 10:50 a.m. Concurrent Breakouts 16 17 (Choose One) Breakout 16 Breakout 17 GASB Update (1 AA) Joel A. Knopp, CPA Senior Manager Moore Stephens Lovelace, PA Orlo Learn about upcoming GASB pronouncements future projects affecting accounting financial reporting for governmental entities. Value-Based Purchasing: The Key is the Physician (1 TB) Tod Baker CEO & Co-Founder MDValuate, Inc. Centennial, Colo. Today s health care reimbursement, based on volume, is evolving to a value-based care model. Learn how practices are deciphering performance data from Clinical Quality, Operations, Finances Physician Retail Br metrics to drive the bottom line. Breakout 18 Breakout 19 Restructuring the Lscape of Health Care (1 AA) Andrew J. Majka, MBA Partner/Chief Operating Officer/Managing Director Kaufman Hall Skokie, Ill. As the health care industry continues to transform to a value-based clinical business model, size scale appear to increasingly matter in achieving the Triple Aim goals overall market, payer patient relevance. Review core industry trends implications on provider payer consolidation, external drivers internal drivers in the acceleration or more larger industry consolidation partnership activity. We'll explore case studies of traditional mergers/acquisitions, cashless mergers of equals transactions, ventures innovative new partnership collaborative models. Laying the Trump Card on MACRA Physician Pay Changes? Physician Compensation Alternative Payment Models in a New Administration (1 TB) Ann Bittinger, Esq. Attorney The Bittinger Law Firm Jacksonville This presentation will explain to participants how the imminent MACRA CMS Quality Payment Program reimbursement changes could change physician compensation arrangements -- unless the Trump administration Republican Congress do away with Obamacare Medicare. Participants will learn basic physician compensation alternative payment methodologies: bonus pools, wrvus, caps on compensation based on FMV, quality bonuses underst the time frame general impact of MACRA, the CMS Quality Payment Program, MIPS Advanced APM. We ll identify how the new payment model projections could be applied to strategies on physician compensation identify the latest Congressional Presidential initiatives that could impact physician compensation. 8 Health Care Industry Conference
Conference Schedule 1 1:50 p.m. Concurrent Breakouts 20 21 (Choose One) Breakout 20 Breakout 21 Third-Party Settlements: Accounting, Reporting What s New! (1 AA) Todd A. Webster, CPA Audit Managing Director KPMG, LLP Tampa Julia Safina KPMG, LLP Orlo Learn the latest on the accounting related reporting for third-party settlements, review the typical audit procedures performed over third-party settlements the related disclosures. New regulations impacting third-party settlement accounting reporting, such as MACRA will also be covered. Managing Today's Health Care Risks Through Current Insurance Solutions (1 TB) Michael C. Reis Managing Director Pinnacle Health Care Consulting Centennial, Colo. Jodi Laurence Shareholder/Co-Chair Health Law Group GreenspoonMarder Ft. Lauderdale In a post-reform era where intense consolidation, provider scrutiny, increased regulatory compliance litigation are at an industry high, comprehensive risk management insurance is one of the most important assets for balance sheet protection. Without proper protection, one serious event could impact cash flow, margins, privacy, personnel br equity. Explore on a high-level basis, the latest in insurance solutions available for health care providers to use to protect their assets, people, reputation privacy. 2:05 3:45 p.m. Update on Accounting & Auditing Issues Affecting Health Care Entities (2 AA) Lynda M. Dennis, CPA, CGFO, Ph.D., CGFM, CGFO Lecturer University of Central Florida Dixon School of Accounting Orlo This session will provide an overview of recently effective recently issued accounting auditing stards affecting health care entities. We will also discuss what health care entities need to do now to prepare for implementation of FASB's revenue recognition leases stards as well as the new financial reporting model for not-for-profit entities. ficpa.org/cpe 9
Conference Info Conference Site & Accommodations p!0)"%.6!+%.2%+ C p.-4%-2).- p%-2%0 8101 World Center Drive Orlo, FL 32821 FICPA Room Rate: $159 Single/Double Occupancy; $15 per additional person per night 2016 2017 Health Care Industry Conference Committee Al Allred Tavara Andrews Kathleen Bailey Stephen Beaujon Curtis Bernstein Penelope Boyd-Gear Betty Viamontes, Chair Michelle Britnell Douglas Cooper Natallia Dziatsel Charles Felix Eric Friedfeld Sarah Funk George Batalis, Vice Chair Jeff Goolsby Kathleen Hargreaves Gregory Hathorne Carlos Hernez Troy Kimbrough Charity McClure Yanick Michel Mark Nichols Dan Polen Emily Smithson Caridad Vasallo Hotel Cutoff Deadline: Friday, March 31, 2017 Reservations made after the cutoff date will be subject to availability current room rate. For reservations, please contact the Caribe Royale Hotel directly at (800) 823-8300. Be sure to mention the FICPA Health Care Industry Conference to receive the special group rate. Policies Be Seen by Our Attendees The FICPA offers unique conference sponsorship opportunities that can help increase visibility exposure of your services products. For more information about FICPA conference sponsorship opportunities, contact Drew Miller, Corporate Sales Manager, at (800) 342-3197, Ext. 270 or millerd@ficpa.org. CPE Policies You May Need to Know CPE policies may be found on our website at www.ficpa.org/policies or on the confirmation sent upon completion of registration. EZMaterials will be available for download seven days before the conference. Please be sure to download your EZMaterials prior to arriving at the event. You can now verify your CPE online. The link to your EZ Verification will be emailed to you on the first day of this event will be available for seven days. Please allow two weeks after the event for the credits to appear in your CPE Tracker. As a member, the FICPA s CPE Tracker automatically records the credit hours you earn from our courses. You can also add credits from other courses you ve taken, it s 100% free for you. Gold Sponsors Silver 10 Bring Your Team Save Register five or more people from the same organization receive special group discounts! Restrictions may apply. For more information, visit www.ficpa.org/policies. Did You Know? You can apply your nonmember fee from this event towards an FICPA membership. Visit www.ficpa.org/policies for more details an application. A COPY OF THE OFFICIAL REGISTRATION (#CH2614) AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL- FREE (800) 435-7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. Sponsors J.P. Morgan Moore Stephens Lovelace CPAs & Advisors Navigant Consulting, Inc. Vaco Ernst & Young FHIcommunications Fifth Third Bank Gregory, Sharer & Stuart KPMG LLP
Four ways to register for FICPA CPE Programs INTERNET FAX registrations can be placed online by visiting a completed registration form with credit card the FICPA website at www.ficpa.org/cpe. information to the FICPA at (850) 681-2433. CALL the FICPA Member Service Center at (800) 342-3197, or (850) 224-2727. Pricing Ethics Wednesday, April 19, 12 3:40 p.m. m m m First-Time Attendee Savings $100 t Use Promo Code NEWHCC17 YCPAs Savings $150 tt Use Promo Code YCPAHCC17 HFMA FHA Members Savings $250 ttt Use Promo Code 250HCC17 ficpa.org/cpe MAIL TO Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee, FL 32314-5437. Promo Code (if applicable) $ Subtotal $ Total $ * Take advantage of the Early Bird Price by registering more than 30 days before the course date receive $55 off the Regular Price. **Nonmembers of the FICPA must add an additional $125 per day of instruction to the registration price. Save money apply this fee to your FICPA membership fees. Visit www.ficpa.org/cpe for more details. ***Additional Nonmember Cost is waived for members of FHA HFMA for the Health Care Industry Conference only. t Offer valid for first-time Health Care Industry Conference attendees, applies to in-person or simulcast registration does not apply to non-member fees. Discount cannot be combined with other offers or applied to prior purchases/registrations. tt Offer valid for Young CPAs (age 36 under) attending the Health Care Industry Conference, applies to in-person or simulcast registration does not apply to non-member fees. Discount cannot be combined with other offers or applied to prior purchases/registrations. ttt ETHHCC Member Price Nonmember Price** Early Bird Price* m $99 m $164 Regular Price (as of March 22, 2017) m $154 m $219 Health Care Industry Conference Thursday & Friday HCC Member Price Nonmember Price** Early Bird Price* m $550 m $800 Regular Price (as of March 22, 2017) m $605 m $855 Price Online Simulcast (Most Popular Sessions) $575 Promo code offer valid for Health Care Financial Management Association (HFMA) Florida Hospital Association (FHA) members only can only be used for the FICPA Health Care Industry Conference. Promotion is based on the non-member price the discount cannot be combined with other offers or applied to prior purchases/registrations. If you need assistance with applying your promotional code, please call our Member Service Center at (800) 342-3197, Ext 1. HCC Contact Information Name Firm Address FICPA Member No. City State ZIP Telephone ( ) Email m m m Registration Check here if registration reflects an address change. Check the following box(s) to receive membership information for: m Florida CPA/PAC m FICPA Educational Foundation In accordance with ADA requirements, if you are disabled require special services, please check here. Someone from our office will contact you. You will automatically be registered for all General Sessions. Please check one breakout session for each time slot indicating the concurrent session you wish to attend. Thursday, April 20 9:15 10:05 a.m. m B01 m B02 m B03 10:20 11:10 a.m. m B04 m B05 m B06 11:15 a.m. 12:05 p.m. m B07 m B08 m B09 2:10 3 p.m. m B10 m B11 m B12 3:15 4:05 p.m. m B13 m B14 m B15 Friday, April 21 10 10:50 a.m. m B16 m B17 10:55 11:45 a.m. m B18 m B19 1 1:50 p.m. m B20 m B21 Method of Payment m Check enclosed in the amount of $ made payable to the FICPA mailed to: FICPA, Continuing Professional Education, P.O. Box 5437, Tallahassee, FL 32314-5437. To pay with a credit card, please go online at www.ficpa.org/content/cpe/events/conferences.aspx click International Tax Conference, then click the Register button or call the FICPA Member Services Center at (800) 342-3197 or (850) 224-2727. 11
P.O. Box 5437, Tallahassee, Florida 32314 NEW LOCATION! Caribe Royale Orlo April 20 21, 2017 www.ficpa.org/cpe (800) 342-3197 (850) 224-2727