WI HFMA 2019 Fall Conference
September 18-20, 2019
The Premier Park Hotel
22 S Carroll St, Madison, WI
The Premier Park Hotel
22 S Carroll St, Madison, WI
Presentation Handouts:
Wednesday, September 18
Networking Event at the Rigby Pub
Please join us at 6:30pm for a networking event with drinks and appetizers and the 1st Annual Wisconsin HFMA Trivia Night at The Rigby located at 119 E. Main St., Madison!
Thursday, September 19
7:30-8:00 am Continental Breakfast an Registration
8:00-8:15 am President’s Welcome – Matt Streeter, HFMA-WI President
8:15-9:30 am “The Pancake Principle”
Keynote Speaker Patrick Henry, Author, Songwriter, Keynote Speaker
Like making perfect pancakes, creating an extraordinary customer experience requires preparation, skill, focus, patience and timing. In this program, named after his book The Pancake Principle, Seventeen Sticky Ways to Make Your Customers Flip for You, Patrick shows how to create excellence in business and in life. We all have customers. Whether we are in sales or education, HR or administration, the ones who rise to the top are the ones who can turn customers into fans.
9:30-9:45 am Break
9:45-10:45 am “The Patient Access Equation: Supporting Mission and Margin”
Session 101 Kelli Jenkins, Research Analyst, Healthcare Business Insights
There is a lot to be excited about in patient access right now. Technology and market pressure are driving providers to create compassionate, quality experiences from the moment patients walk through the door—and even before. While providers must be cognizant of advances in patient-facing technology and vigilant of securing balances, patient access leaders are also becoming the vanguards of financial assistance. These trends are creating a compelling intersection of margin and mission and beg the question: How can your organization meet these challenges? The answers lie in a strategic approach that is not light on process details, while keeping the big picture in sight. During this presentation, HBI research and data come together to show how real industry examples are bringing results in patient access.
9:45-10:45 am “Path to Leadership Excellence”
Session 102 Paul Bulski, Leadership Development Manager, Advocate Aurora Health
Paul will talk about what they’ve done in the past few years at Aurora to launch the three levels of leadership development programs for audiences from brand new Supervisor to SVP. He will address how they identified the needs in the organization, tied all content to their then newly released Aurora Leadership Expectations, and lessons they learned that they are now incorporating into the two new Advocate Aurora Health programs that will kick off in August and September.
10:45-11:00 am Break
11:00-noon “Accounting & Audit Standards Update”
Session 201 Amy Vehrs, Manager, CLA & Nick Borden, Senior Associate, CLA
In this session you will learn about accounting and audit standards effective in current and upcoming years along with updates and implementation guidance for Leasing and Revenue Recognition standard changes. This will help you understand the impact of new standards as they relate to financial reports, covenant calculations and key performance indicators.
11:00-noon “Benchmark to Budget: Collaborating to Find the Best Department
Session 202 Labor Standard”, Dan Carcioppolo, National Director-Labor
Solutions, Premier Inc.
Benchmarking in the labor space has always been a very tactical exercise - Data in and data out. In this session we are going to take a deeper dive into the emotional requirements to engage your department leaders and get buy-in while identifying reasonable and achievable targets that will benefit the organization. Labor benchmarking does not always have to be filled with unrest. When everyone comes together for the better of the organization, it could elevate your leaders to determine how efficient your business units operate.
Noon – 1:00 pm Lunch
1:00-2:00 pm “Technology to Engage a Digital Native Workforce:
Session 301 Communication Tools for Effectively Motivating and Retaining a New Generation of Employees”, Tracy
Dudek, Chief Operating Officer, State Collection Service Inc
Productive, motivated, and engaged employees result in higher patient satisfaction levels, ultimately leading to a positive impact on a healthcare provider’s bottom line. In today’s technologically-driven environment, how do revenue cycle leaders meet the challenge of interacting with a generation of employees that prefers to communicate digitally? During this session, we will explore the use of gamification from two important measurements: employee retention and productivity. As background, we will discuss the challenges of recruiting the digital generation and explore the retention rates before and after gamification. The case study will explore standard productivity measurements and others which measure patient satisfaction.
1:00-2:00 pm “Politics, Policy and Healthcare: How Decisions in Madison and
Session 302 Washington Impact You”, Kyle O’Brien, SVP Government
Relations, Wisconsin Hospital Association
Attendees will learn how the 2018 elections have impacted governing in Madison and Washington, understand how policies passed by state elected officials impact healthcare operations and learn what issues remain on the horizon for federal and state lawmakers.
2:00-2:15 pm Break
2:15-3:15 pm H20 Talks
2:15-2:35pm “HFMA All-Inclusive Membership, Certification Opportunities and Upcoming Chapter Events”
Matt Streeter, WI-HFMA President
Brittany Tillman, WI-HFMA Membership Co-Chair
Matt Clark, WI HFMA VP Programs
Matt Streeter, President of the Wisconsin Chapter of HFMA, will begin this session by covering the new membership structure and what is now included in the annual dues. Brittany Tillman, Co-Chair of the Membership Committee will provide updates on the current membership statistics and additional opportunities which now include potential certifications available to all members. Matt Clark, VP of Programs will wrap up with a brief overview of events on the horizon for the chapter.
2:35-2:55 pm “Revenue Integrity: Best Practices and Benefits of a Dedicated Department”
Grant Messick, Founder/CEO, Atlas Revenue Cycle Consulting
Revenue Integrity departments, resources, and workflows have come under focus in recent years. As they have taken shape, multiple different variations have emerged. Leading health systems are making investments in revenue integrity, adding it to their financial and revenue cycle strategic roadmaps, but why? What is the impact on the system, what kind of resources are required, and how are they executing on this vision?
2:55-3:15 pm Statement Redesign and Payment Plan Reform
Jacob Rouse, Team Leader, Patient Financial Services, Bellin Health
Jacob will address statement redesign and payment plan reform projects that Bellin has executed over the last year which have delivered tremendous results.
3:15-3:30 pm Break
3:30-4:30 pm “Coaching the High Performer”, Mark Robison, CPA, CEOGroup,
General Session
You depend on them. You expect them to perform. They almost always come through. You don’t want to lose them. They drive you crazy. They may make you uncomfortable. They require very little management, but they make demands on your time. They are high performing employees. How do you keep them? How do you help them grow? How do you coach the high performing employee? This session will help you identify and coach the high performing employee. You will learn to deal with the positives, the negatives (yes, there may be a few) and the characteristics of the high performing employee. We will explore how you can keep them, grow them and coach them.
5:00-6:00 pm Cocktail Reception
6:00 pm Dinner and Entertainment with Patrick Henry
As a former Nashville songwriter and humorist on the SiriusXM Radio Family Comedy Channels, Patrick returns to bring a unique blend of humor, music, and message to his audiences to create an evening that is full of energy and actionable ideas.
Friday, September 20
8:00-9:00 am Early Riser Coffee & Mentorship Program
Kathleen Olewinski, UWM
Perhaps you are a new member, new to healthcare, or ready to take your career to the next level and
would like to be mentored. Maybe you are a healthcare veteran, finance leader, or looking for a way to give back to your organization and industry by being a mentor. If you fall in this spectrum, come join the officers of the chapter for coffee and jump start your participation in the mentorship program.
9:00-9:30 am Hot Plated Breakfast
9:30-10:30 am Brunch & Learn: “Organizational Culture and its Relationship to Information Security and Compliance”, Charlie Snyder, Sr. Managing Consultant, BKD
Culture can have a powerful influence not only on information security risk management and controls design, but also in establishing and maintaining an environment that encourages compliant and responsive behaviors throughout the organization. The objective of this presentation is to provide the attendees with an understanding of how an organization’s culture can have an oversize impact in maintaining information security and its related compliance requirements.
10:30-10:45 am Break
10:45-11:45 am "Payer Panel - Trending Topics in Healthcare from the Payer's Perspective"
Join us as representatives from payer organizations around the state discuss the changing landscape for payers and what healthcare providers might expect to see in the coming year. With many years of experience across several different organizations, the panel will offer invaluable information to all those in attendance.
11:45 am Door Prize Giveaway
Be sure to stay for your chance to win great Door Prizes – Must be
Present to Win!
Networking Event at the Rigby Pub
Please join us at 6:30pm for a networking event with drinks and appetizers and the 1st Annual Wisconsin HFMA Trivia Night at The Rigby located at 119 E. Main St., Madison!
Thursday, September 19
7:30-8:00 am Continental Breakfast an Registration
8:00-8:15 am President’s Welcome – Matt Streeter, HFMA-WI President
8:15-9:30 am “The Pancake Principle”
Keynote Speaker Patrick Henry, Author, Songwriter, Keynote Speaker
Like making perfect pancakes, creating an extraordinary customer experience requires preparation, skill, focus, patience and timing. In this program, named after his book The Pancake Principle, Seventeen Sticky Ways to Make Your Customers Flip for You, Patrick shows how to create excellence in business and in life. We all have customers. Whether we are in sales or education, HR or administration, the ones who rise to the top are the ones who can turn customers into fans.
9:30-9:45 am Break
9:45-10:45 am “The Patient Access Equation: Supporting Mission and Margin”
Session 101 Kelli Jenkins, Research Analyst, Healthcare Business Insights
There is a lot to be excited about in patient access right now. Technology and market pressure are driving providers to create compassionate, quality experiences from the moment patients walk through the door—and even before. While providers must be cognizant of advances in patient-facing technology and vigilant of securing balances, patient access leaders are also becoming the vanguards of financial assistance. These trends are creating a compelling intersection of margin and mission and beg the question: How can your organization meet these challenges? The answers lie in a strategic approach that is not light on process details, while keeping the big picture in sight. During this presentation, HBI research and data come together to show how real industry examples are bringing results in patient access.
9:45-10:45 am “Path to Leadership Excellence”
Session 102 Paul Bulski, Leadership Development Manager, Advocate Aurora Health
Paul will talk about what they’ve done in the past few years at Aurora to launch the three levels of leadership development programs for audiences from brand new Supervisor to SVP. He will address how they identified the needs in the organization, tied all content to their then newly released Aurora Leadership Expectations, and lessons they learned that they are now incorporating into the two new Advocate Aurora Health programs that will kick off in August and September.
10:45-11:00 am Break
11:00-noon “Accounting & Audit Standards Update”
Session 201 Amy Vehrs, Manager, CLA & Nick Borden, Senior Associate, CLA
In this session you will learn about accounting and audit standards effective in current and upcoming years along with updates and implementation guidance for Leasing and Revenue Recognition standard changes. This will help you understand the impact of new standards as they relate to financial reports, covenant calculations and key performance indicators.
11:00-noon “Benchmark to Budget: Collaborating to Find the Best Department
Session 202 Labor Standard”, Dan Carcioppolo, National Director-Labor
Solutions, Premier Inc.
Benchmarking in the labor space has always been a very tactical exercise - Data in and data out. In this session we are going to take a deeper dive into the emotional requirements to engage your department leaders and get buy-in while identifying reasonable and achievable targets that will benefit the organization. Labor benchmarking does not always have to be filled with unrest. When everyone comes together for the better of the organization, it could elevate your leaders to determine how efficient your business units operate.
Noon – 1:00 pm Lunch
1:00-2:00 pm “Technology to Engage a Digital Native Workforce:
Session 301 Communication Tools for Effectively Motivating and Retaining a New Generation of Employees”, Tracy
Dudek, Chief Operating Officer, State Collection Service Inc
Productive, motivated, and engaged employees result in higher patient satisfaction levels, ultimately leading to a positive impact on a healthcare provider’s bottom line. In today’s technologically-driven environment, how do revenue cycle leaders meet the challenge of interacting with a generation of employees that prefers to communicate digitally? During this session, we will explore the use of gamification from two important measurements: employee retention and productivity. As background, we will discuss the challenges of recruiting the digital generation and explore the retention rates before and after gamification. The case study will explore standard productivity measurements and others which measure patient satisfaction.
1:00-2:00 pm “Politics, Policy and Healthcare: How Decisions in Madison and
Session 302 Washington Impact You”, Kyle O’Brien, SVP Government
Relations, Wisconsin Hospital Association
Attendees will learn how the 2018 elections have impacted governing in Madison and Washington, understand how policies passed by state elected officials impact healthcare operations and learn what issues remain on the horizon for federal and state lawmakers.
2:00-2:15 pm Break
2:15-3:15 pm H20 Talks
2:15-2:35pm “HFMA All-Inclusive Membership, Certification Opportunities and Upcoming Chapter Events”
Matt Streeter, WI-HFMA President
Brittany Tillman, WI-HFMA Membership Co-Chair
Matt Clark, WI HFMA VP Programs
Matt Streeter, President of the Wisconsin Chapter of HFMA, will begin this session by covering the new membership structure and what is now included in the annual dues. Brittany Tillman, Co-Chair of the Membership Committee will provide updates on the current membership statistics and additional opportunities which now include potential certifications available to all members. Matt Clark, VP of Programs will wrap up with a brief overview of events on the horizon for the chapter.
2:35-2:55 pm “Revenue Integrity: Best Practices and Benefits of a Dedicated Department”
Grant Messick, Founder/CEO, Atlas Revenue Cycle Consulting
Revenue Integrity departments, resources, and workflows have come under focus in recent years. As they have taken shape, multiple different variations have emerged. Leading health systems are making investments in revenue integrity, adding it to their financial and revenue cycle strategic roadmaps, but why? What is the impact on the system, what kind of resources are required, and how are they executing on this vision?
2:55-3:15 pm Statement Redesign and Payment Plan Reform
Jacob Rouse, Team Leader, Patient Financial Services, Bellin Health
Jacob will address statement redesign and payment plan reform projects that Bellin has executed over the last year which have delivered tremendous results.
3:15-3:30 pm Break
3:30-4:30 pm “Coaching the High Performer”, Mark Robison, CPA, CEOGroup,
General Session
You depend on them. You expect them to perform. They almost always come through. You don’t want to lose them. They drive you crazy. They may make you uncomfortable. They require very little management, but they make demands on your time. They are high performing employees. How do you keep them? How do you help them grow? How do you coach the high performing employee? This session will help you identify and coach the high performing employee. You will learn to deal with the positives, the negatives (yes, there may be a few) and the characteristics of the high performing employee. We will explore how you can keep them, grow them and coach them.
5:00-6:00 pm Cocktail Reception
6:00 pm Dinner and Entertainment with Patrick Henry
As a former Nashville songwriter and humorist on the SiriusXM Radio Family Comedy Channels, Patrick returns to bring a unique blend of humor, music, and message to his audiences to create an evening that is full of energy and actionable ideas.
Friday, September 20
8:00-9:00 am Early Riser Coffee & Mentorship Program
Kathleen Olewinski, UWM
Perhaps you are a new member, new to healthcare, or ready to take your career to the next level and
would like to be mentored. Maybe you are a healthcare veteran, finance leader, or looking for a way to give back to your organization and industry by being a mentor. If you fall in this spectrum, come join the officers of the chapter for coffee and jump start your participation in the mentorship program.
9:00-9:30 am Hot Plated Breakfast
9:30-10:30 am Brunch & Learn: “Organizational Culture and its Relationship to Information Security and Compliance”, Charlie Snyder, Sr. Managing Consultant, BKD
Culture can have a powerful influence not only on information security risk management and controls design, but also in establishing and maintaining an environment that encourages compliant and responsive behaviors throughout the organization. The objective of this presentation is to provide the attendees with an understanding of how an organization’s culture can have an oversize impact in maintaining information security and its related compliance requirements.
10:30-10:45 am Break
10:45-11:45 am "Payer Panel - Trending Topics in Healthcare from the Payer's Perspective"
Join us as representatives from payer organizations around the state discuss the changing landscape for payers and what healthcare providers might expect to see in the coming year. With many years of experience across several different organizations, the panel will offer invaluable information to all those in attendance.
11:45 am Door Prize Giveaway
Be sure to stay for your chance to win great Door Prizes – Must be
Present to Win!