Health Care Conference

616  |  Update  |  Scheduled

Description

Health care is a profession under constant change, especially under a new administration. New rules and 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 and clients? The 2017 TSCPA Health Care Conference is for you! 

This two-day conference is jam-packed with sessions covering the current state of the health care industry, evolution of technology in healthcare, legal issues and much more.

Finally feel prepared in an ever-changing industry by attending this annual collaboration of forward-thinking ideas and important players in the field at the Cool Springs Marriott in Franklin, Tenn.

Need a hotel room over the course of the conference? Please visit our dedicated Marriott booking website. If you would like to call in your reservation, please call 615-261-6100 and mention TSCPA Healthcare Rate. This special $194 rate is good through November 6th.

The TSCPA Health Care Conference is co-sponsored with the Tennessee Chapter of HFMA.

HFMA Members qualify for the TSCPA member price. To register and receive the rate please call 615/377-3825 to register.

LIVE STREAM OPTION: If you are unable to join us in Franklin - or prefer to skip the travel - you can still take part in the conference.  Our online attendance option brings the conference direct to you via live streaming. Please visit this link for more information and registration

Credits

Number of Credits Type of Credits
2 Accounting and Auditing
13.33 CLE
10 Management
2 Other
2 State Ethics

Preparation

Download course material prior to event.

Your Price: $615.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to November 14, 2017.

Members log in and save $100.00 on this event. Not a member? join today.

Sessions

November 27, 2017

8:00am - 8:50am (Central Time)
$0.00

Hear insights from key industry leaders on the overall health care landscape and emerging industry trends including factors impacting M&A transactions and financial diligence.

8:55am - 9:45am (Central Time)
$0.00
Speakers:
  • Mark Foulke
10:00am - 10:50am (Central Time)
$0.00

This session will provide the latest update to health care reform and potential legal issues on the horizon.

Select One and Only One
10:55am - 11:45am (Central Time)
$0.00
Speakers:
10:55am - 11:45am (Central Time)
$0.00

This session discusses the upcoming changes to the Medicaid payment system for nursing facilities in Tennessee. Attendees will learn critical elements of the new reimbursement system as we transition from a cost-based system to a modified price-based system and the impact to providers, staff and residents. Key components include significant changes in how TennCare pays for direct cost, capital, acuity and quality incentives that incorporate value-based payment for person-centered care.

Select One and Only One
12:45pm - 1:35pm (Central Time)
$0.00

A Federal and State update from the President of the Tennessee Hospital Association.

12:45pm - 1:35pm (Central Time)
$0.00

This session is designed to expand your knowledge and understanding so that you will know what to do when faced with ethical issues. It is designed to help answer some of those tough ethical challenges; to help you know where to turn; whom to consult and what resources are available; and what should be your next step when faced with an ethical dilemma.

  • Understand the importance of complying with ethical standards. 
  • Understand the AICPA Code of Professional Conduct. 
  • Understand ethical behavior and how to respond to various situations. 
  • Understand the various sources of ethical guidance. 
  • Understand ethical responsibilities of the Tennessee CPA.
Select One and Only One
1:40pm - 2:30pm (Central Time)
$0.00

Through a series of hypothetical situations pulled from the files of the TMA legal department, attendees will be introduced to real applications of Tennessee law related to the treatment of minor patients.  Daily issues such as access to minor PHI, medical decisions and consent to treatment, confidentiality, and reporting requirements. Make sure your practice is in compliance!

1:40pm - 2:30pm (Central Time)
$0.00

This session is designed to expand your knowledge and understanding so that you will know what to do when faced with ethical issues. It is designed to help answer some of those tough ethical challenges; to help you know where to turn; whom to consult and what resources are available; and what should be your next step when faced with an ethical dilemma.

  • Understand the importance of complying with ethical standards. 
  • Understand the AICPA Code of Professional Conduct. 
  • Understand ethical behavior and how to respond to various situations. 
  • Understand the various sources of ethical guidance. 
  • Understand ethical responsibilities of the Tennessee CPA.
2:45pm - 3:35pm (Central Time)
$0.00

Increasingly, American health care system is dependent on complex and expensive information technologies. Whether at the level of the individual, the delivery organization, the payer, or the government, technology is pervasive. In this session we will ask a simple question: What good is it? 

Certainly health information technology can make a positive difference. First, it can reduce complexity by concealing data & processes irrelevant to the decision-makers. Second, through powerful analytics and data display technologies, technology can provide potentially valuable new insights. Third, through rules-based guideline enforcement & process controls, technology can enforce consistency and efficiency. Without these capabilities, our health care system would be less safe and less efficient.

But technology can also allow us to make policies and processes unnecessarily complex. (Think of our tax code.) And some technology-produced “insights” may be misleading if data are incomplete, improperly translated, or incorrectly analyzed. These errors can kill. Finally, technology can also automate ineffective processes and, through persistent execution, embed grossly inefficient processes into the institutional fabric. If you computerize an inefficient system, you will simply make it inefficient, faster. The key in understanding the value of health information technology is to understand the value of the organizations supported by technology. 

In my brief talk, I will argue that our health care systems should focus first on simple and meaningful tasks that bring value, not to the people in the middle, but to the people who receive care and those who pay for care. I will argue for the necessity of an effective infrastructure that eases the exchange of patient-centered information across organizational boundaries. I will argue for new partnerships, new pilots, and focused priorities. I will emphasize managerial imperatives driven by a wise adage: less is sometimes more.

3:40pm - 4:30pm (Central Time)
$0.00

Digital forensics is a real game changer in most types of investigations. Our society leaves digital fingerprints with computers, phones, Internet activity, etc. with almost everything we do. Even while knowing the power of digital forensics, people still often choose to do “questionable” things to get using technology.

Speakers:

November 28, 2017

8:00am - 9:40am (Central Time)
$0.00

What has changed in computer and healthcare technology that would benefit my organization? What does the future of supporting computer technologies hold? How can I take better advantage of tools I already own? What changes in hardware and software should I incorporate into my plans? How much should I budget for productivity tools like Windows and Office? How do I strengthen security in my organization? Get answers to these questions and gain insights on long-term strategic choices and short term technology tactics to help your organization.

Learning Objectives
Upon completing this session, you should be able to:
• Identify key technologies to implement
• Differentiate between “must have” and “nice to have” technology options
• List evolving technologies with potential
• Apply various tools to solve real-world business problems

Select One and Only One
9:55am - 10:45am (Central Time)
$0.00

This session will provide an update on the new revenue recognition standards applicable to health care entities including how health care organizations would consider implementation.

9:55am - 10:45am (Central Time)
$0.00

Is your business prepared for increased hacking and cyber threats? Do you have operating controls in place to protect confidential information? Note: Business Associates (i.e., vendors of health care offices) now face the same HIPAA and Privacy Breach Notification Compliance Rules as their healthcare clients. In this 50 minute session learn how to keep your business HIPAA compliant without spending an arm and a leg.

Select One and Only One
10:50am - 11:40am (Central Time)
$0.00

This session will provide an update on recent activity from FASB and GASB regarding revenue recognition, leases and other A&A topics.

10:50am - 11:40am (Central Time)
$0.00

This session will provide an update on bundled payments.

12:40pm - 1:30pm (Central Time)
$0.00

The Medicare Access and CHIP Reauthorization Act of 2015 (MACRA) revolutionizes reimbursement to clinicians for Medicare beneficiaries. This legislation moves Medicare reimbursement from a fee-for-service system to one that is based on value of care. 

Many physicians are either very unfamiliar or only somewhat familiar with MACRA. This presentation will demystify MACRA and give the audience specific strategies to be successful in the new healthcare economy.

Select One and Only One
1:35pm - 2:25pm (Central Time)
$0.00

This session is designed to equip a 340B covered entity with the tools necessary to demonstrate compliance with the 340B program. This toolkit includes:

  • Road Map – Compliance with the Office of Pharmacy Affairs (OPA) annual attestation statement
  • Potential Roadblocks – We will explore issues identified in recent audits
  • Keys to Compliance – We will highlight leading practices in internal controls
  • Navigation Systems – We will provide an overview of available resources to keep a covered entity on track during their journey to 340B compliance.
1:35pm - 2:25pm (Central Time)
$0.00

Evolving alternative payment models are a catalyst for change and innovation in healthcare delivery. With the goal of improving healthcare quality and payment outcomes while reducing total costs of care, payers now are promoting alternative payment models, which compensate providers based on the value of care they deliver, rather than the value of the services they perform. The transition from fee-for-service payments to value-based reimbursement presents many challenges for providers. This session will address the good, the bad, and the ugly with respect to operationalizing, remaining compliant, and valuing alternative payment models. The discussion leaders will include real-world case studies and examples.

2:40pm - 3:30pm (Central Time)
$0.00

Hear from CEO's of behavioral healthcare organizations discuss the current opportunities and challenges surrounding mental health and substance abuse treatment.

3:35pm - 4:25pm (Central Time)
$0.00

Is it time to do a check-up on the state of the economy? There are those that assert an imminent trip to the emergency room and those that assert that it is more a chronic condition. Where is the economy right now and what does 2017 look like? What has the health care sector meant to the overall economy - good and bad.<?xml:namespace prefix="o" />

$50.00

In order to select CLE credits, please login to your account or register with your applicable BPR number.

Speakers

Stephen Scott

A Managing Director, Mr. Scott brings over 20 years of investment banking and healthcare experience. He has served as an advisor to public and private companies in connection with mergers and acquisitions and the issuance of debt and equity securities, completing over 40 healthcare transactions during his career.

Before joining Bailey Southwell & Co., Mr. Scott was a Managing Director with the investment banking group at Avondale Partners. He was also a senior healthcare banker at Stephens Inc. and Jefferies & Co. Prior to his banking career, he held corporate finance positions both at HCA Inc. and PhyCor. He graduated summa cum laude from Miami University (OH) and earned his MBA with honors from Vanderbilt University.

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Angela K. Humphreys, JD

As Chair of the Healthcare Practice Group, Angela Humphreys leads the firm’s national healthcare practice. With more than 20 years of experience, she has counseled national healthcare organizations on hundreds of transactions in the healthcare industry, including hospitals and health systems, health plans, surgery centers, physician practice management companies, laboratories and healthcare information technology companies, among others. She also leads interdisciplinary teams to provide clients with creative solutions to the operational and regulatory issues they face while working within an ever-changing, complex regulatory environment.

Angela is known for providing business-minded, proactive advice and guidance to her clients. She is often cited by clients for her responsiveness and ability to understand the big picture. Her clients include private equity firms and their portfolio companies, publicly traded companies and nonprofit institutions.

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Joseph A. Peay, CPA, CMPE

Joey Peay is Chief Executive Officer of Murfreesboro Medical Clinic, a position which he has held since 2003. Prior to 2003, he served as the Clinic’s Chief Financial Officer for more than four years.

Joey graduated with honors from Middle Tennessee State University with a bachelor’s degree in Accounting. He passed the Uniform CPA Exam in 1988. He spent the first ten years of his career with KPMG, an international public accounting firm, leaving in 1998 as a Senior Manager.

Joey currently serves as Chairman of the Kittrell Volunteer Fire Department Board of Directors. He also is on the MTSU Accounting Advisory Board. He is an Elder and Clerk of Session at Cripple Creek Presbyterian Church. Joey is also a graduate of the Leadership Rutherford Program, a member of the Tennessee Society of Certified Public Accountants, a member of the Medical Group Management Association, and a Certified Medical Practice Executive by the American College of Medical Practice Executives. In 2014, Joey was recognized by the Rutherford County Chamber of Commerce as its Businessperson of the Year.

Joey, his wife, Charlotte, and have four children and reside in Readyville, Tennessee.

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William C. Whitmer

As CEO of IASIS Healthcare since 2010, Carl Whitmer provides the strategic vision, leadership and oversight that enables the company to further its mission to provide high-quality, cost-effective healthcare services to the communities they serve. During his tenure, IASIS has expanded its footprint in new and existing markets, formed new local and national partnerships, and transformed its single-state managed health plan into a multi-state operation with adjacent business lines. Today, IASIS Healthcare is a $3.3 billion healthcare services company with 13,000+ employees and 17 acute care hospitals, one behavioral health hospital, 139 physician clinics, outpatient surgical units, imaging centers, investments in urgent care centers and on-site employer-based clinics, and Health Choice, IASIS’ managed care risk platform, which delivers services to approximately 681,000 covered lives.

Whitmer, a 1986 graduate of Western Kentucky University with a Bachelor of Science degree in Accounting, also served as the CFO for IASIS Healthcare. Prior to IASIS, Whitmer held the CFO, Vice President of Finance and Treasurer positions at a physician practice and IPA management company and the senior manager role at KPMG LLP. In addition to serving on the IASIS Healthcare Board of Directors, Whitmer serves on the boards of directors for NorthStar Anesthesia, the Nashville Healthcare Council, the Nashville Chamber of Commerce and is a member of the Board of the Federation of American Hospitals, where he was also Chairman in 2016.

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Mark Foulke

Ritu K. Cooper

Ritu Kaur Cooper is a shareholder in Hall Render’s health section. Her practice consists of representing health care providers such as hospitals and health systems in litigation, regulatory and compliance matters. Her particular area of focus is on fraud and abuse, compliance and internal and government investigations, as well as voluntary disclosures. Ritu regularly works with legal and compliance departments to assist clients with the development of effective compliance programs consistent with the OIG guidance. She drafts compliance policies and procedures, develops and provides compliance education and training from the Board level to employees to contracted physicians, drafts and negotiates agreements consistent with the fraud and abuse laws and assists clients with internal investigations and implementing appropriate corrective actions. Ritu also serves as the Interim Compliance Officer for Beaver Dam Community Hospitals, Inc.

Prior to joining Hall Render, Ritu represented hospitals, health systems and laboratories in government investigations. She also provided regulatory and compliance advice to hospitals, laboratories and medical device companies with respect to the Medicare fraud and abuse laws.

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Timothy Kennedy

Tim Kennedy is a shareholder at Hall, Render, Killian, Heath & Lyman, P.C. and practices out of the Indianapolis office. Tim earned his undergraduate degree at Wabash College in 1980 and his law degree at Indiana University School of Law in Indianapolis in 1983. He is a member of the American Health Lawyers Association and the Healthcare Financial Management Association. Although Tim has extensive experience in a number of health law topics, his practice focuses on health care reimbursement issues, including MIPS, episode payment models, intergovernmental transfers to fund increased Medicaid payments, and Medicaid disproportionate share payments. In 2015, the Governor of Indiana awarded Tim a Sagamore of the Wabash for his assistance in the development and implementation of Indiana’s Section 1115 health care coverage expansion, Healthy Indiana Plan 2.0. Tim also serves as general counsel for the Indiana Hospital Association, and as such, he is well aware of the numerous challenges facing today's hospitals.

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David Mills

David provides more than 25 years of experience in information technology. His specialties include IT compliance/audit, security, risk analysis, disaster recovery, network design, installation, and implementation. David’s accomplishments include IT assessments/audits for Gramm Leach Bliley, Federal Financial Institutions Examinations Council (FFIEC), National Credit Union Association (NCUA), Health Insurance Portability and Accountability Act (HIPAA/HiTECH), National Association of Insurance Commissioners (NAIC), SOC 1 (SSAE 16), SOC 2, and the Bank Secrecy Act.

Additionally, David serves as an IT subject matter expert in the AICPA SOC Peer Review Program. He teaches the AICPA Advanced IT Audit School and is a member of the AICPA SOC Task Force. He also serves as the current editor of the ISACA Information Systems Control Journal. David has served on the faculty of Troy University as an Adjunct Professor, a speaker and instructor for groups and associations such as the AICPA IT Executive Committee, Alabama, Georgia, North Carolina, and Tennessee Society of CPA’s. David designed and built one of the first internet service providers in Alabama providing deep experience in cyber security. David is the Director of Information Technology Audit and Assurance for Carr, Riggs, & Ingram a super-regional CPA firm ranked number 21 out of over 45,000 CPA firms in America.

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Jesse W. Samples, MBA

Jesse Samples has thirty-four years of health care experience with twenty-five years dedicated to long term care. Mr. Samples has a Master’s in Business Administration from the University of West Virginia College of Graduate Studies and has a Bachelor’s of Science degree from West Virginia State College. His diversified experience includes government relations, business development, financial management, regulatory compliance, strategic planning, operational reviews and reimbursement.

As the Executive Director of the Tennessee Health Care Association (THCA), he has ultimately responsibility for the oversight of the Tennessee Center for Assisted Living (TNCAL). Mr. Samples is responsible for assuring that both organizations achieve their missions, goals and objectives through various planned activities, initiatives and programs.

Prior to THCA, he served as the Chief Executive Officer of the West Virginia Health Care Association (WVHCA) from 2003 to 2010 and as the Director of Government Relations from 1993 to 1999. He is a former Chair of the West Virginia Medical Services Fund Advisory Council that provides the Medicaid agency with input on issues related to payment and policy. Mr. Samples served as Vice President of Planning and Development for American Medical Facilities Management, Inc., a company that owned and operated eleven SNFs. Other long term care experience includes serving as a health care consultant for Arnett & Foster, CPA’s, from 1989 to 1993 and the Chairman of the Board for West Virginia’s large hospice organization. Mr. Samples worked in various areas of financial services for the Charleston Area Medical Center from 1983 to 1989.

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Craig A. Becker

Craig Becker has served as president and chief executive officer of the Tennessee Hospital Association and its subsidiaries, THA Solutions Group, Inc., and the Tennessee Hospital and Education Research Foundation, since August 1993.

Becker recently served a three-year term on the American Hospital Association’s board of trustees as the only state association executive. During his tenure, the AHA Board worked diligently to help pass and implement the Affordable Care Act, which has provided insurance coverage for over 15 million Americans.

Prior to joining THA, he was president of the Maine Hospital Association, serving in that position from 1989 to August 1993. He served as vice president of government relations at the New Jersey Hospital Association from 1985 to 1989, passing the uncompensated care fund, allowing inner-city New Jersey hospitals to continue providing care to indigent patients. He also served as chief development officer at Our Lady of Lourdes Medical Center, a 384-bed teaching hospital, raising millions for one of the most devastated communities in Camden, NJ. Lourdes was a Foster McGaw Award winner, given by the AHA to the hospital and medical center that shows the most compassion and service to the people it serves. In addition, he worked as a legislative aide to the New Jersey Assembly minority leader, James Hurley, an editor for Dow Jones & Company, the parent company of the Wall Street Journal, and over the communications center with the American Stock Exchange.

He received a master’s degree in administration and a bachelor’s degree in journalism at Rider University, Lawrenceville, NJ.

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Jennifer L. Weske, CPA, CGMA, CFE

Jennifer Weske obtained her bachelors degree in business administration (BBA) from Stephen F. Austin University with a major in accounting and a minor in computer science. During college, she worked on the Space Station OSC (Operations Support) contract at NASA. This was both a fun and exciting job! Immediately after college, Jennifer passed her CPA exam.

After graduation, Jennifer started her career in public accounting as an auditor with Arthur Anderson in the Houston office and was eventually recruited to start a computer audit group. From public accounting, Jennifer was recruited by FedEx to work in a computer audit group in Memphis. Jennifer has experience in project management, training, information systems and finance. Jennifer obtained her MBA in Finance from the University of Memphis and her Ph.D. in Accounting from Northcentral University with a specialization in forensic accounting. Jennifer is a Certified Public Accountant (Inactive), a Chartered Global Management Accountant, and a Certified Fraud Examiner. Jennifer also obtained one of the first Certified Information Systems Audit designations in 1990 but does not have an active certification. Jennifer teaches full time at Christian Brothers University as an Associate Professor of Accounting and is the Director of the Master of Accountancy program.

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Andrew Y. Beatty, JD

Yarnell Beatty joined the Tennessee Medical Association (TMA) in January 2001 as general counsel to the largest medical organization in Tennessee. In 2004, he was appointed to oversee TMA’s legal, government affairs, insurance, and eHealth departments. In January 2013, he was promoted to Vice President of Advocacy, and in January 2017 to Senior Vice President.

He formerly served as staff counsel to the Tennessee Department of Health as well as positions in the Department as Executive Director of the Tennessee Board of Medical Examiners and Director of Health Related Boards.

Mr. Beatty has been strongly involved in the Tennessee Medical Group Management Association having served on the Executive Council and Legislative Committee.

He holds a seat on the Compliance Committee of the Physicians’ Advocacy Institute, Inc., the national entity charged with monitoring and enforcing the managed care class action settlements. In 2009, he was appointed to the Board of Governors of the Tennessee Physicians’ Quality Verification Organization, LLC (TPQVO), a company that provides original source credentials verification for physicians and physician assistants. In 2013, he was President of the American Society of Medical Association Counsel. Mr. Beatty also serves on the Executive Council of the Tennessee Bar Association Health Law Section.

Mr. Beatty holds a B.A. degree from Vanderbilt University and law degree from Emory University School of Law in Atlanta.

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Mark E. Frisse, MS, MBA

Mark Frisse is the Accenture Professor in the Department of Biomedical Informatics at Vanderbilt University Medical Center. In his service and research, Dr. Frisse seeks to apply informatics to realize a more economically sustainable health care system.

In Tennessee, Dr. Frisse led the development and oversight of a six-year federal- and state-sponsored effort to create and operate a health information exchange for the greater Memphis area. More recently his focus has been on health policy and innovation. As a Visiting Professor at Tuck School of Business, Dartmouth College, Dr. Frisse is leading a health information technology course for Dartmouth’s executive Masters of Health Care Delivery Systems program.

Previously, Dr. Frisse has held leadership positions at Washington University, Express Scripts, and the First Consulting Group. At Express Scripts, he was Chief Medical Officer and also directed their Practice Patterns Science division. At First Consulting, he led engagements in vendor selection, quality measurement, physician information technology leadership development, and clinician governance.

Dr. Frisse is a board certified internist trained in hematology-oncology. He was received his Bachelor’s Degree from the University of Notre Dame, his medical and MBA degrees from Washington University in St. Louis, and his Masters in Medical Information Science from Stanford University. He is a member of the National Academy of Medicine.

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William Dean

Bill is a Senior Manager in LBMC’s Information Security Services division and is responsible for incident response, digital forensics, electronic discovery and overall litigation support. Bill has more than 20 years of information technology experience with a specialty in information security and digital forensics for the past 10 years.

Prior to LBMC, he served as the Director of Security Assessments and Digital Forensics for Sword & Shield Enterprise Security Inc. Bill was also the founder of Forensic Discoveries, before merging with Sword & Shield Enterprise Security and served as a senior security analyst responsible for information security for a large healthcare organization. In these roles, he was responsible for digital forensics to support litigation, incident response services, penetration testing, and overall security defense posture. In these roles, he has been qualified as an expert witness in Federal Courts and Tennessee State Courts.

Bill is a frequent speaker and published author on the topics of computer security, digital forensics and electronic discovery for numerous legal and technical associations. Additionally, Bill is a faculty member for the Institute for Applied Network Security (IANS). He is also an active member of the International Society for Forensic Computer Examiners and InfraGard Board member. Bill was awarded Knoxville’s “40 under 40” business leaders class of 2014.

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Randolph P. Johnston, MCS

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years’ experience in strategic technology planning, accounting software selection, paperless systems, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. A consultant for high profile technology vendors, Randy delivers national seminars to CPAs, business groups, and IT leaders on technologies in accounting, healthcare, and banking. He also creates articles on over 30 technology topics including CPA firm technology, cloud technology, business continuity, accounting software, and business strategies leveraging technology. Accounting Today listed Randy as one of its Top 100 Most Influential People from 2004–2015. In 2011, CPA Practice Advisor acknowledged Randy in the Accounting Hall of Fame and as a Top 25 Thought Leader from 2011–2016. For the past 29 years, Randy has been a featured speaker at the AICPA Technology Conference. In addition to these recognitions, Who’s Who in Business & Industry has acknowledged Randy as a leading business and computing professional.

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Gregg Hathorne, CPA, FHFMA

Gregg Hathorne was born and raised in South Carolina where he graduated from the University of South Carolina. In 1997, Gregg began his healthcare career at Blue Cross Blue Shield of South Carolina's subsidiary, Palmetto GBA, as a Medicare cost report auditor. In 2000 Gregg joined CLA, where for 17 years he provided professional services to hundreds of health care providers to include hospital, skilled nursing, hospice, home health, DME, physician practices, as well as organizations serving the health care industry. He has been serving the health care community in Florida for 8 years through his experience in a national public accounting firm where he has attained a wealth of knowledge and experience with privately held businesses, not-for-profit organizations, and their leaders. He enjoys helping others find and understand a path for success.

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Bruce McCully, CISSP

Bruce McCully, CISSP, is a healthcare IT Security and technology expert focused on mitigating IT security risks for businesses in Southeast Michigan and the Nashville Metro. He founded Dynamic Edge in 1999 while finishing his degree in computer engineering at the University of Michigan, with a mission to provide comprehensive IT Support and Security services to small to mid-sized businesses. Bruce also provides nation-wide training on computer security, disaster preparedness, HIPAA compliance and small business entrepreneurship. He has received awards and recognition for business growth, innovation, and philanthropy.

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Michael A. Shamblin, CPA

Mike provides auditing and assurance services to a variety of industries including healthcare providers and financial institutions. Mike’s clients include: multi-hospital health systems, community hospitals, multi-specialty physician clinics, academic physician practice plans, multi-bank holding companies, thrifts, credit unions and other for-profit and non-profit organizations. He has significant experience with internal control design matters. He has assisted several clients in performing organizational risk assessments and in correcting internal control deficiencies. Mike is a frequent speaker on accounting and financial reporting matters.

Mike is a graduate of East Tennessee State University with a Master of Accountancy degree and Bachelors in Business Administration. He is a CPA and a graduate of the Southeastern School of Banking.

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David A. Williams, CPA, MPH, FHFMA

David is a partner in healthcare services and serves as the leader of healthcare reimbursement and advisory services.

With more than 30 years of collaborating with community hospitals, health systems and related healthcare entities, his recent focus is assisting organizations adapt to the evolving care delivery models. He has experience in assessing and re-positioning systems to meet the changing needs in the communities they serve.

Given his vast knowledge of federal, state and other reimbursement programs, David spends his time assisting health entities maneuver the complexities of the changing reimbursement systems as they move from a volume based foundation to one that is based upon outcomes and value to the patients and community. He also serves on HORNE’s Board of Directors.

David earned a Bachelor of Business Administration in Accounting and Master of Public Health Policy and Administration from The University of Southern Mississippi. He is a Fellow of Healthcare Financial Management.

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Chrissy M. Leggett, CPA/ABV, CVA, CMQP, CMHP

Chrissy is a manager in healthcare services at HORNE LLP. She collaborates with clients to simplify the complexity associated with payment model reform, quantify the financial impacts, and empower healthcare leaders with insights to transform MIPS/APM from a compliance burden into an opportunity for their organizations.

In addition, she works with physicians and hospitals to determine the fair market value of physician/hospital arrangements and performs business valuations of medical practices, ambulatory surgery centers, hospitals and other medical facilities. She has experience with group practices and several large hospital systems in the development and implementation of physician compensation modeling and fair market value contractual agreements. She is also a member of HORNE’s Personnel Committee.

Chrissy joined HORNE in 2004 and has more than 10 years of experience.

She graduated from the University of Mississippi with a Bachelor of Accountancy and a Master of Taxation. Chrissy is a Certified Public Accountant Accredited in Business Valuation, a Certified Valuation Analyst, a Certified MACRA-MIPS Healthcare Professional and a Certified MACRA-MIPS Quality Professional.

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Shannon C. Sumner, CPA, CHC

Shannon manages the Firm’s Compliance Advisory Services and specializes in the identification and assessment of compliance risks and related internal controls in hospital and physician practice operations. Shannon also serves as PYA’s compliance officer and leads the Firm’s 340B Compliance Assessment service line. A CPA, she has more than two decades’ experience in healthcare internal auditing; compliance programs; and internal controls for health systems, hospitals, physician practice groups, and other healthcare entities. Shannon has worked with large health systems to implement the internal audit function, including risk assessment, risk analysis, quality assurance, executive and governance education, and new methodologies and business practices promoting good corporate governance.

Shannon has served as a subject-matter expert reviewer and co-author of the Institute of Internal Auditors’ Practice Guide, “Quality Assurance and Improvement Program.” A compliance thought leader, she often speaks for such organizations as the Middle Tennessee Compliance and Ethics Professionals, Georgia Hospital Association’s Compliance Officers Forum, Tennessee Hospital Association’s Compliance Officers Forum, the Association of Healthcare Internal Auditors, the South Carolina Bar Association, and the Health Care Compliance Association.

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Angela E. Caldwell, CPA, MBA

A member of the PYA team since 1998, Angie consults with physician practices and healthcare systems in the areas of fair market value compensation, commercial reasonableness, and contract compliance. She advises clients relative to physician/hospital economic alignment models and assists physician practices with strategic, financial, and operational issues. Angie also provides a full range of auditing and review services for various entities, including hospitals, health systems, community mental health centers, health insurance companies, employee benefit plans, and not-for-profit organizations. The owners are pleased to have Angie serving as principal-in-charge of our Tampa office.

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Carol Carden, CPA/ABV, ASA, CFE

Carol Carden is a Principal with PYA, and provides business valuation and related consulting services to a wide variety of business organizations, primarily in the healthcare industry. Ms. Carden’s primary areas of expertise are in finance, valuation, managed care and revenue cycle operations for healthcare organizations. She has performed appraisals of businesses and securities for a wide variety of purposes such as mergers, acquisitions, joint ventures, management service agreements and other intangible assets. She is also a nationally-recognized speaker and writer on healthcare valuation topics.

In addition to being a Certified Public Accountant, she has also earned the Accredited in Business Valuation (ABV) credential from the American Institute of Certified Public Accountants, the Accredited Senior Appraiser (ASA) credential from the American Society of Appraisers and the Certified Fraud Examiner (CFE) credential from the Association of Certified Fraud Examiners. She is the Chair of the Executive Committee for Forensic and Valuation Services and former Chair of the Business Valuation Committee for the AICPA, was Chair of the 2010 National AICPA Business Valuation Conference and was on the planning committee for the 2011 AICPA National Healthcare Conference. She was inducted into the Business Valuation Hall of Fame of the AICPA in 2013.

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Jay Crosson

Jay Crosson began his career with Cumberland Heights in 1993 and accepted his role as Chief Executive Officer in 2015. Prior to becoming CEO, Jay was the CFO of the organization.

Jay began his career at Cumberland Heights in admissions, and, at various times, managed the admissions, accounts receivable and patient accounting departments.

Jay is a grateful recovering alumnus, having been a patient at Cumberland Heights in 1989. His personal experience of treatment at Cumberland Heights and the transformative power of the 12 Steps shape his leadership principles today.

Jay is a Nashville native and graduate from MTSU, with an MBA from Belmont University.

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David C. Guth

David Guth is Chief Executive Officer and co-founder of Centerstone, one of the nation’s largest behavioral healthcare providers. The non-profit organization, headquartered in Nashville, Tennessee, serves nearly 180,000 individuals in communities in Florida, Illinois, Indiana, Kentucky and Tennessee, and nationwide through its national provider network.

Guth has served in the capacity of chief executive for Centerstone since 1991. With over 40 years of behavioral healthcare experience, 33 in executive leadership, his experience and expertise comprise a vast number of areas, both business and clinical. He has presented extensively before national and international audiences on the adoption of information technology in the healthcare industry, the integration of behavioral and primary healthcare, and the importance of improving the field of behavioral health through research-driven protocols. His insights on these topics and others have been featured in numerous professional journals. Under his leadership, the organization has grown from $6M in revenues and 300 staff serving 2,000 individuals to revenues of $327M and 5,200 staff serving nearly 180,000 people each year through 1,250 partnership locations and 211 facilities. In addition, Centerstone contracts with over 700 specialty credentialed clinicians nationwide.

The National Council for Behavioral Health publishes Guth’s first book on mergers entitled, “Strategic Unions: A Marriage Guide to Healthy Not-for-Profit Mergers. He has provided merger presentations through both the National Council and state trade associations and has consulted extensively with not-for-profits exploring mergers and with both for-profits and not-for profits in the areas of managing growth and business development. He is currently working on his second book on non-profit mergers.

Under Guth’s guidance, in 2013 Centerstone announced a joint venture with Unity Physician Partners to improve patient care and enhance the quality of healthcare across the U.S., by creating an environment in which primary care and mental health providers operate within a collaborative and co-located clinical model. Unity Medical Clinics are embedded within select Centerstone facilities today offering coordinated, whole-health care.

He is the recipient of numerous recognitions including the National Council 2010 Visionary Leadership award, and is recognized as one of Health Care’s Power Leaders in the March 2013 Nashville Business Journal. As well, he recently received the 2016 Douglas Henry Award for Service to Children and Families at Risk from the University of Tennessee’s College of Social Work.

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Kevin D. Lee

Kevin D. Lee is a co-founder of JourneyPure, serving as our president and chief executive officer. He has more than three decades of experience creating and leading healthcare businesses. As CEO, his key roles include guiding new center acquisitions and development activities, financing and operations management.

Prior to co-founding JourneyPure, Mr. Lee founded and served as CEO of Polaris Hospital Company. At Polaris, he led the development and operation of specialty hospitals that provide psychiatric services and physical medicine/rehabilitation services.

Mr. Lee previously served for nearly 20 years as president and CEO of SeniorHealth Incorporated, an operator of outpatient behavioral health services and specialty hospitals that provide psychiatric services and physical medicine/rehabilitation services.

Prior to SeniorHealth, Mr. Lee co-founded and was president of The Rehab Group, a provider of outpatient rehabilitation clinics. His experience also includes serving as corporate controller of a company that owned 10 psychiatric hospitals. Mr. Lee began his career as a Certified Public Accountant with Ernst & Young.

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Brian K. Tate, CPA

Brian is a Shareholder in the Audit and Advisory division of LBMC, the largest professional service solutions provider based in Tennessee, and has 25 years of public accounting experience. He has spent the last 12 years serving clients in the healthcare industry, including long-term care, behavioral health, hospice/palliative care, and healthcare technology. He is actively involved in the Leadership Health Care and Nashville Health Care Council organizations and currently chairs the TSCPA Healthcare Conference Task Force. Brian is a native Nashvillian and lives in Brentwood, TN with his wife and four sons.

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Christopher Kuehl

Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations – Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. He is also the economic analyst for several state accounting societies – Missouri, Kentucky, Tennessee and Kansas.

Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies. 

Chris is the author of Business Intelligence Briefs and Executive Intelligence Briefs - both publications from Armada. He is also responsible for the Credit Manager’s Index from NACM and Fabrinomics from the FMA.

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