Health Care Conference

616  |  Conference  |  Update  |  Scheduled

Description

A Live Stream version of this event is available here. 

TSCPA’s Health Care Conference is designed to address the unique issues faced by financial professionals in the health care industry. One of TSCPA’s most popular conferences, this year’s two-day event kicks off with a panel of health care CEOs discussing the impacts of COVID-19. You’ll hear the latest updates on timely subjects like telehealth, fraud and abuse, technology, and health care valuations in our general sessions. You’ll also have the opportunity to dig deeper on topics like tax and employment law in our breakout sessions. The conference wraps up with an M&A panel and an economic update from Dr. Chris Kuehl.

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 Health Care Conference Rate. This special $189 rate is good through November 8.

Credits

Number of Credits Type of Credits
1.00 Accounting
1.00 Economics
3.00 Information Technology
2.00 State Ethics
7.00 Specialized Knowledge
2.00 Taxes

Notes

TSCPA is working to ensure all in-person events are inviting, comfortable, and most importantly, a safe learning environment. These events are subject to COVID-19-related social distancing and safety protocols as required by the facility, or state and local jurisdiction. Should a course have to cancel due to low registration numbers or other unforeseen circumstances, TSCPA offers the flexibility to switch to the online version if available.

Prices

Member (Early Bird)
$485.00
Non-Member (Early Bird)
$585.00
Member
$485.00
Non-Member
$585.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Speakers

Lucy R. Carter, CPA

Lucy R. Carter is a member and practice leader of the healthcare industry team at KraftCPAs. Prior to joining Kraft in 2015, Lucy served as a partner in Carter Lankford, CPAs, P.C. Lucy has more than 35 years of experience in providing tax, litigation support, audit, compliance, management consulting, reimbursement, and compensation services to healthcare and professional service providers.

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James Shill

James Shill is the CEO of Heritage Medical Associates (HMA), a Nashville-based private multi-specialty 175 physician/provider group with approximately 850 employees. James’ nearly 30 years of healthcare leadership covers a wide continuum, including positions in hospital medicine, outpatient medicine, hospital-based integrated medicine, and the insurance industry.

Educationally, James completed a Bachelor’s Degree from Utah State University majoring in Finance with minors in Computer Science and Economics, and a Master of Business Administration (MBA) degree from the University of Utah David Eccles School of Business.

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Megan Youngblood

Megan Youngblood is a Nashville native and a graduate of the United States Military Academy at West Point. For 19 years, she has worked with organizations to shape strategic planning processes and to creatively design solutions to major challenges. Megan has spent the last 11 years at Vanderbilt University Medical Center (VUMC) where she has held various strategic, operational, and leadership roles for the organization. She is currently the Associate Vice President at Vanderbilt Health Services where she is responsible for the transition of new businesses, partnerships, and acquisitions into the enterprise. Megan also serves as the Vice President for Vanderbilt Integrated Providers (VIP). In this role, she is responsible for the financial and operational performance and administrative policies of the entity. During the Covid pandemic, Megan worked closely with organizational leadership to help plan and implement policies and procedures related to contingency planning and labor needs.

Megan also is a former Army officer who served our country in Germany and Iraq. She received the Bronze Star Medal for Meritorious Service during operations in Iraq. She is passionate about assisting veterans with the transition into civilian life and currently serves as a board member at Operation Stand Down. She also is a founding board member of the Nashville Chapter of Women in Healthcare.

In her free time, Megan enjoys exercising, traveling, and spending time with her wife and two-year-old daughter.

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John T. Fick

John has served as the Chief Financial Officer at Vanguard Healthcare since 2014. As CFO, John is responsible for all financial aspects impacting the Company including accounting, cash management, revenue cycle and financial operations. Prior to Vanguard, John served as CFO at Haven Behavioral Health, a behavioral health company focusing on geriatric psychiatric care. Prior to Haven John was the SVP Corporate Controller and Treasurer for Essent Healthcare, an acute care hospital company and Vice President, Financial Operations at PhyCor, Inc., a company that operated multi-specialty physician clinics. Prior to moving to Nashville in 1996, John was a senior manager with Ernst & Young in New Orleans. John is a graduate of the University of New Orleans.

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Lori Robbins, JD, LLM

Lori is a Managing Director at KPMG. Lori previously served as the Attorney-Advisor within the Department of the Treasury’s Office of Tax Policy, specializing in healthcare and insurance tax issues. In her role at Treasury, Lori led the development of regulations and other guidance projects on a variety of issues under the Affordable Care Act as well as all guidance under Subchapter L of the Internal Revenue Code.

During her tenure at Treasury, Lori coordinated the development technical and policy issues with officials in the White House, the Department of the Treasury, IRS, the Department of Health and Human Services, and the Department of Labor regarding health insurance matters.

Lori is experienced with providing guidance on issues that have a broad impact on health insurance company taxpayers and other healthcare providers, including issues under the medical loss ratio rules, fees under sections 4375 and 4376, section 162(m)(6), and other Affordable Care Act provisions. Lori also has extensive experience in insurance tax issues, including those issues related to nonlife reserves, captive insurance companies, and other Subchapter L provisions.

Lori has experience representing taxpayers in matters before the IRS at Exam and Appeals levels, negotiating and drafting closing agreements for clients, and assisting clients with obtaining private letter rulings on the federal tax treatment of proposed transactions and other issues. She has also provided opinions on tax issues arising from transactions involving health insurance companies as well as healthcare providers and assists in due diligence with respect to mergers and acquisitions.

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Douglas E. Warren, CPA, CFF, CFE

Douglas E. Warren is Senior Partner and CEO of WarrenJackson CPA’s PLLC. Mr. Warren has over 44 years of experience in forensic accounting, fraud investigations and taxation. Mr. Warren is licensed as a Certified Public Accountant, Certified in Financial Forensics and Certified Fraud Examiner. He is a member of the American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants, Association of Certified Fraud Examiners and the National Association of State Boards of Accountancy.

Mr. Warren serves as a member of the AICPA Professional Ethics Executive Committee (PEEC), AICPA Council and the PEEC Ethics Enforcement Committee. Mr. Warren served 4 terms as a member of Tennessee State Board of Accountancy. He has served as Chair of the AICPA Board of Examiners and CPA Examination Review Board. He serves on various non-profit and corporate boards including Peoples Bank of East Tennessee, Mountain Trust Mortgage, Samaritan Hands and Chair of Sweetwater Hospital. He is a Past-President of the Tennessee Society of CPAs.

Mr. Warren was the recipient of the 2014, 2015, 2016 and 2019 Outstanding Discussion Leader awarded by the AICPA and a founding member of the Center for Public Trust. Mr. Warren speaks nationally on the topics of forensic accounting, fraud investigations, ethics and taxation. He has conducted fraud and ethical training for Campbell Soup, Black & Decker, Radio Shack, United States Postal Inspectors, Penske and other national entities.

Mr. Warren resides in East Tennessee with his wife Letha. They have two children and their spouses and two grandchildren.

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Will Cromer

Prior to his appointment as Executive Vice President and Chief Operating Officer of THA, Will Cromer most recently worked at a venture capital firm in Nashville that focuses on launching tech-enabled healthcare service companies. Previously, he served as deputy director and chief of staff at the Division of TennCare, where he assisted now THA CEO Dr. Wendy Long in managing and driving the priorities of the $12 billion Medicaid agency.

Prior to TennCare, Will served as Governor Bill Haslam’s special assistant for strategy and policy director. In this role, he led the development and implementation of Haslam’s policy agenda and served as a key advisor and member of the governor’s senior team. Will developed legislation, oversaw strategic initiatives, assisted with budget development and served as a liaison to various state agencies and stakeholders, including TennCare and other healthcare-related agencies and organizations.

Before state government, Will was a senior member of Haslam’s successful gubernatorial campaign and spent time in public policy roles in Nashville and Washington, D.C.

Will received a Master of Business Administration degree from Vanderbilt University and a Bachelor of Arts degree from Belmont University.

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Michael E. Frisina

Michael E. Frisina is founder and president of The Frisina Group, LLC. and The Center for Influential Leadership, responsible for teaching, publishing, and speaking on the current trends in organizational performance. Dr. Frisina is a retired career officer the United States Army Medical department and a retired civilian healthcare executive serving in a variety of leadership positions.

Dr. Frisina has authored over 50 papers and published articles on leadership and organizational effectiveness. He is a contributing author to The Borden Institute's highly acclaimed textbook series on military medicine. Michael is a Visiting Scholar at The Hastings Center in New York, a Visiting Fellow in Medical Humanities at The Medical College of Pennsylvania, a John C. Maxwell Top 100 Transformational Leaders for 2018 and 2019 and a two time Educational Grant Awardee for the American College of Healthcare Executives. Dr. Frisina serves as Chairman of the Health Administration Advisory Council for the American Public University/American Military University. He is also an Executive in Residence with The University of North Texas School of Public Health.

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JD Thomas, JD

J.D. Thomas is a partner in Waller’s Government Investigations, Healthcare, and Litigation practice groups. He represents and advises companies and individuals in a broad array of criminal, civil, and regulatory matters, with a focus on government investigations and prosecutions, qui tam and False Claims Act defense, government enforcement actions, and other sensitive and non-routine legal matters. While he has significant experience in the healthcare industry, J.D. also regularly represents and counsels clients in a myriad of other industries, including government contracting, transportation, manufacturing, real estate, financial services, and education.

Prior to joining Waller, J.D. served as an Assistant United States Attorney with the United States Attorney’s Office for the Middle District of Tennessee. In the role of AUSA, J.D. investigated and prosecuted numerous actions brought under the False Claims Act, the Anti-Kickback Statute and the Stark Law, among others. He served as the lead attorney for the United States in a number of notable cases, including the largest civil False Claims Act recovery in the Middle District of Tennessee and the State of Tennessee, the largest in-patient short stay settlement ever obtained under the False Claims Act and one of the largest grant fraud settlements. As a federal prosecutor, J.D. directed nationwide fraud investigations and understands what to expect when the government initiates an investigation and how to respond in the most expeditious manner possible while helping clients find closure and get back to business.

In addition to his background in government investigations and enforcement actions, J.D. has significant litigation experience. He has represented accounting firms, law firms, and broker-dealers in professional liability and civil RICO actions, defended criminal and civil antitrust actions, and handled noteworthy insurance coverage disputes.

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Wells Trompeter

Corporate clients, as well as executives, business owners, and other individuals, rely on Wells Trompeter in high-stakes government investigations and civil and criminal enforcement actions. Wells represents a range of companies, including healthcare providers, hospital systems, universities, and defense contractors, in disputes with the government, up to and including federal False Claims Act matters.

Clients benefit from Wells' ability to conduct thorough and timely internal investigations in times of crisis and in response to and in anticipation of government allegations. She also provides effective representation of clients in negotiations with United States Attorneys, the Department of Justice, the Centers for Medicare & Medicaid Services, the Office of the Inspector General, state attorneys general, and other government agencies.

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Mark Browne

Dr. Mark Browne has been Senior Vice President and Chief Medical Officer at Covenant Health since October 2012. In this role, he is responsible for Covenant Health system initiatives regarding quality improvement, physician performance and patient safety. He leads and directs system activities and initiatives surrounding clinical informatics, and service line development, while driving physician performance and patient experience through the utilization of a variety of outcomes data and metrics and maintaining focus on quality improvement, service delivery, and cost containment.

Dr. Browne received his undergraduate degree from Ohio University, he attended Wright State University for Medical School, Internship and Residency training. Dr. Browne received a Masters of Medical Management at Carnegie Mellon University. Dr. Browne has trained in both internal medicine and pediatric medicine.

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Valerie G. Rock, CHC, CPC

Valerie serves as a Principal on PYA’s Compliance Advisory Services team, specializing in physician coding, reimbursement, and regulatory compliance. With more than 15 years of experience in healthcare consulting, Valerie has assisted numerous clients with hospital-employed physician compliance and audit program development physician and laboratory compliance program advisory support, statistically valid sample-based refunds, physician and non-physician practitioner compliance, Medicare and Medicaid regulatory compliance and reimbursement methodologies, practice establishments, and practice operational consultations.

Valerie holds a Bachelor of Arts in Biology from the University of North Carolina at Greensboro. Also, she is Certified in Healthcare Compliance (CHC), HCCA and is certified through the American Academy of Professional Coders as a Certified Professional Coder (CPC).

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John Callison

Dr. Clay Callison is the Vice President and Chief Medical Information Officer at The University of Tennessee Medical Center in Knoxville, Tennessee. He joined the medical center in 2012 as a pulmonary and critical care physician after completing his residency in Internal Medicine and his fellowship in Pulmonary and Critical Care Medicine at Vanderbilt University.

He earned his medical degree at the University of Cincinnati College of Medicine in 2006. Dr. Callison’s clinical interests include lung cancer, interventional pulmonary medicine, and critical care, including ECMO. He is the Director of the UTMC Adult Cystic Fibrosis Center where he is also involved in clinical trials. In 2019 he was appointed by the Governor to the State of Tennessee Rare Disease Advisory Council. In 2016, Dr. Callison became the Vice President and Chief Medical Information Officer, and continues to serve in this role.

He enjoys championing the integration of IT with clinical practice. He chairs the Physicians Advisory Council, the Ambulatory Physicians Advisory Council, and the Telehealth Steering Committee at UT Medical Center.

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Randolph P. Johnston, MCS

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.

Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology.

Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote mgmt.

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Matthew P. Smith, CPA

Matt is a Shareholder in the Audit division of LBMC, PC in the Nashville office.

Matt’s 20 years of experience includes assisting healthcare, technology and other manufacturing/distribution clients with IPO activities, accounting for acquisitions/divestitures, financing transactions, hedging transactions and other complex technical accounting issues and focuses on investor-owned and private equity-backed ventures.

Matt is a member of AICPA, the Tennessee Society of CPAs, the American College of Health Executives and the Healthcare Financial Management Association and is a former member of the Board of Directors of both Leadership Healthcare and the Nashville Healthcare Council. He also serves on the Advisory Board of the Accounting Department of the Jennings A. Jones College of Business at Middle Tennessee State University. Matt serves the Nashville community through involvement on the Board of Directors at Mental Health America of Middle Tennessee (past-Chair).

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Ryan Haggerty

Ryan serves as the national leader for the healthcare internal audit, regulatory compliance and enterprise risk practices. He has more than 20 years of experience as a trusted leader and strategic advisor to the health care industry. In his role, Ryan advises healthcare organization management teams and their Boards on the implications of emerging industry risks and disruptive regulatory events and is responsible for leading risk advisory projects for not for profit, private and public companies in the healthcare sector.

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Matt Wolf

Matt is a director and senior health care analyst with RSM’s national health care practice. He has 10 years of business valuation experience and leads the national health care business valuation consulting team. His senior analyst responsibilities include advising the firm’s health care clients and client servers as they work to navigate the rapidly changing industry environment. Matt regularly writes, presents and advises on regulatory changes, digital transformation, consumerism and other issues transforming health care.

With respect to business valuation, Matt and his team have provided valuation advisory services for a variety of purposes, including buy and sell-side management planning, financial reporting, such as FASB Accounting Standards Codification Topics 350, 360, 718, 805, 820 and 958-805, and physician compensation.

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Amie W. Dean, CPA

Amie is a tax senior manager in HORNE’s healthcare services practice. She primarily provides tax and consulting services to nonprofit and healthcare entities, including hospitals, doctor groups and physicians.

Amie joined HORNE in 2005.

Amie graduated from Millsaps College with a Bachelor of Science in Business Administration in accounting and a Master of Accountancy.

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Matthew L. Warren, CPA, CVA

As a senior manager within PYA’s valuation services group, Matt performs a variety of fair market valuations involving physician practice groups, joint ventures, hospitals, and health systems, and evaluates compensation arrangements between health facilities and physicians. Additionally, he provides litigation consulting services related to lost profits, merger-and-acquisition transactions, wrongful termination, and marital dissolution matters. He brings an extensive background in audit and internal controls, having previously served as an internal audit manager at a publicly traded insurance services company.

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Kathryn A. Taylor, CPA/ABV, ASA, MBA

Kathryn Taylor is a consulting senior manager at PYA, P.C. She performs fair market value analyses for physician practice groups, hospitals, and health systems in the areas of business valuation and fair market value compensation.

Her work in the healthcare valuation realm includes a variety of business valuations, physician services, management contracts, and accountable care organizations. A licensed CPA, Kathryn has extensive knowledge of financial reporting and analysis.

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Brad B. Milner

Brad is a Senior Director of Healthcare Analytics in LBMC Data Insights Practice.

Brad has 20 years of Business Intelligence (BI) experience helping healthcare leaders drive efficiency and growth through data driven insights in the areas of finance, operations, data engineering, modeling, forecasting, visualization, governance and documentation. His expertise also includes ad hoc analysis and reporting, internal and external audits and investigations, and process improvement.

Brad previously served as BI / Decision Support System (DSS) Director at Tenet Healthcare Corporation, where he managed a team of decision support professionals, providing finance, operations, clinical, reimbursement and managed care, business office, health information management, and other business segments with accurate and timely data analysis and insight. Milner also advised leadership teams on revenue and profitability reporting and modeling, budgeting, forecasting, ad hoc analysis, reporting automation, and month end analysis.

In his role at LBMC, Brad will work with clients to provide real-time data to decision makers and advise clients on financial / operations benchmarking and analysis and cost reduction opportunities. He will also provide automation and analytics, BI, dashboarding / internal reporting, and cost modeling solutions for healthcare clients.

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Chrissy M. Leggett, CPA/ABV, CVA

Chrissy has 15 years of experience providing tax, financial statement and healthcare valuation consulting services to physician practices and related entities. Her services range from physician compensation modeling, buyin/ buy-out formulas, succession planning, cash flow analyses and projections, joint venture consulting, fair market value of contractual agreements (including physician compensation and business valuations), contract compliance, project management, MIPS/APM track analyses, MACRA financial impact/modeling, and due diligence consulting.

Chrissy helps medical practices achieve their mission and thrive financially by anticipating challenges related to industry hard trends, collaborating to simplify payment model reform complexity, quantifying financial impacts, providing insight to transform MIPS/APMs from compliance burden to opportunity, and training providers, executives and staff on MACRA and other relevant issues. She also serves in an Interim CFO capacity for physician practices, providing oversight to analyze company strength and stability, participating in executive committee meetings, and conducting annual evaluation of impact of the latest industry trends to plan for the future.

Chrissy is a requested speaker at local and regional industry organizations, including West TN MGMA, MS HFMA, AR HFMA, Louisiana Hospital Association (LHA), Mississippi Hospital Association (MHA), hospital systems and others. She is a member of HORNE’s Personnel Committee, as well as a Certified Public Accountant Accredited in Business Valuation and a Certified Valuation Analyst. She holds a Bachelor of Accountancy and Master of Taxation from the University of Mississippi.

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Courtney H. Bach, CPA

Courtney Bach, CPA, is a Shareholder in the LBMC Audit and Advisory practice, focuses mainly on the healthcare industry.

She has more than 10 years of professional experience in healthcare audit and advisory services. Bach has directed audit, consulting and due diligence healthcare engagements for hospitals, behavioral health providers, continuing care retirement communities, independent and assisting living facilities, nursing homes and hospice care organizations.

Bach serves as a speaker for numerous organizations covering accounting and auditing issues and has authored several articles related to issues impacting healthcare entities and the broader profession.

Courtney began her career with LBMC healthcare division and has been instrumental in the growth of this division including the recruiting, hiring and training of staff. Bach serves as Treasurer for McNeilly Center for Children and volunteers with the Junior League. She is also an active member of the Nashville Healthcare Council, Leadership Health Care and serves on two TSCPA committees.

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Laura L. McGregor, CPA

Laura McGregor is a Senior Manager in the LBMC Audit and Advisory practice. She has spent the majority of her public accounting career serving the healthcare industry.

Laura has served on a number of healthcare engagements, including audit and due diligence engagements.

Laura is involved in the Leadership Health Care and Nashville Healthcare Council organizations and serves as Treasurer for a local not-for-profit organization and a TSCPA committee.

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Michael Ramey

Michael is a principal at PYA. He provides transaction advisory services and strategic planning services for hospitals, healthcare systems, physician practices, ambulatory care centers, and other healthcare service providers for purposes of facilitating mergers and acquisitions, performing due diligence including quality of earnings, acquiring physician services, and pursuing joint ventures and other affiliation models. His primary areas of expertise are in transaction support, due diligence, valuation, financial analysis, and post-merger integration.

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Stephen Greene

Over the past 35+ years, Stephen Greene has acted as a principal or advisor on an extensive number of M&A, financial restructuring and financing transactions (both debt and equity). Since the mid-1990’s, his industry focus has been primarily in healthcare services with special emphasis on pharmacy supply chain (specialty pharmacy, infusion and PBM’s) and post-acute care (home health, hospice, skilled nursing and specialty hospitals). Today, he focuses on value-oriented private equity investments through his family office, Crevice Capital Partners, LLC. In addition, Stephen is a member of the finance faculty at the UCLA Anderson School of Management where his teaching focuses on M&A and financial restructuring.

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Cynthia Y. Reisz, JD

Cindy is a member at Bass Berry and Sims. National healthcare providers have called upon Cindy for her transactional and operational experience. Her extensive knowledge of the healthcare industry and its regulatory framework allows her to structure complex deals, such as joint ventures, acquisitions and de novo development of facilities and healthcare services that comply with federal and state healthcare laws. Cindy also utilizes her vast experience in both the healthcare and corporate sectors to advise both private equity funds and their portfolio companies.

Cindy is active nationally in the healthcare industry, currently serving as president on the board of directors of the American Health Law Association (AHLA). Recognized by Chambers USA for her work in the healthcare industry, Cindy is praised for being a “top-flight lawyer” and “is routinely relied on by a number of healthcare persons as she is very seasoned and has the kind of judgment you would expect from someone who has done this for 35 years.” (from Chambers USA 2019)

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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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