Health Care Industry Program - Replay

2024 IIC HC Replay.png
2024 IIC HC Replay.png
Tuesday, June 04, 2024 - Wednesday, June 05, 2024
Webcast or Webinar, Online
8:00am - 3:00pm (opens at 7:45am) EST
12Credits
Accounting and Auditing and Behavioral and Technical Business

Register Now & Attend Live Stream

Members
$505.00 Regular Price
Non-Members
$755.00 Regular Price
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Course Type: CPE Conferences
Course Code: 24/HCCWEB
Vendor: Florida Institute of CPAs
Field of Study: Auditing, Accounting, Business Management & Organization, Computer Software and Applications, Economics, Finance, Management Services, Specialized Knowledge, Information Technology, Taxes

Overview:

Industry Insights Conference Health Care Program Replay (HCCWEB)

June 4-5, 2024

On April 24-25, the FICPA premiered its new Industry Insights Conference (IIC) in Orlando with three learning streams exploring timely topics affecting professionals working in health care, not-for-profit and corporate finance. The events success is thanks to the quality of the program, the enthusiasm and energy of the presenters, and the affordability of the earned CPE hours.

For those who are unable to attend, we're bringing the IIC's Health Care program back as a replay event on June 4-5. Log in to the IIC Health Care Program Replay and reap all the educational reward and up to 12 hours of CPE with no travel or downtime!

Specialized Content for Practitioners in the Health Care Sector

Register today to hear from experts in the field about the latest data, resources, challenges, and changes in health care with unique Florida-impacted perspectives. Those new to the profession as well as seasoned veterans will benefit from attending this event. 

Highlights of this year’s program include a cross-industry CFO Panel focused on Future Proofing Your Finance Function and a State of the Profession Outlook from FICPA President Shelly Weir. 

Click “Schedule” at left for the entire program, but highlights include: 

  • Spotlight on Florida: State Legislative Update   
  • AdventHealth Sustainability Case Study 
  • Federally Qualified Center Look-Alike Models for Health Systems 
  • And more.

CPE Credit

This conference qualifies for up to 12 hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation.

FICPA Members Always Save More

Not a member? Join today at ficpa.org/JoinToday.

$tack the $avings!

In addition to FICPA member pricing, you can save up to 15% when you register a group of five or more. Call Member Services for more information 1-850-224-2727.

Course Materials

Conference reference materials are distributed to registrants electronically in advance of the program. 

FHA and HFMA

***Nonmember fee is waived for members of FHA and HFMA Florida Chapter for the Health Care Industry Conference only. Call member services at 850-224-2727 to secure your rate.

Social Media

Follow the FICPA on Linked in, Facebook, Instagram and X and share news about this conference using the hashtag #FICPAIIC.

 

Schedule:

Tuesday, June 4, 2024

Spotlight on Florida: State Legislative Update

Time: Tuesday 8:00am - 8:50am Credits: 1 TB

This presentation will focus on key opportunities and challenges in healthcare. Join your colleagues to:

  • Gain insight into data and information that illuminate key priorities to advance a modern and sophisticated healthcare delivery system in Florida.
  • Receive updates on key public policy developments and anticipated areas of focus at the state and federal levels. 

Presenters:

AI in Health Care

Time: Tuesday 9:00am - 9:50am Credits: 1 TB

Enjoy a session covering all thing AI in Health Care. You can:

  • Learn how Azure OpenAI GPT is helping healthcare organizations automate workflows and reduce costs.
  • Focus on use cases like Axe the Fax, Revenue Cycle, Patient Messaging Automation, Contact Center and Analytics.
  • Discuss how any organization can take advantage of Microsoft Azure Innovate funding to help kick start AI projects.

Presenters:

Margins to Remain Pressured: But Signs of Life are Emerging

Time: Tuesday 10:00am - 10:50am Credits: 1 TB

In this session, Kevin Holloran – Sector Head of Fitch Ratings USPF Not-for-Profit will cover the rating agency’s 2024 sector outlook and reasons for the continued deteriorating (negative) outlook on the sector.   Kevin will go over the operational stresses that the sector has experienced the last three fiscal years, with predictions on key metrics for 2023 year end and 2024 such as Median Operating Margin and Median Days’ Cash on Hand.   Despite the fact that significant pressures remain, there are reasons to be optimistic about the sector, which Kevin will discuss in an early median preview.  Kevin will finish with some key takeaways and hopefully end on a positive note discussing some “green shoots” coming up in the sector.  Kevin will be happy to take questions at the end of the presentation – all questions and topics are welcome.”
Objectives:  

  • Understand the main reasons for Fitch Rating’s continued deteriorating (negative) outlook on the sector.
  • Be able to identify the key trend lines going forward for key metrics in the sector.
  • Appreciate that while significant pressures remain, there are still reasons to be optimistic about the long term viability of the sector, and the reasons why.

Presenters:

Considerations for M&A Transactions in the Healthcare Industry

Time: Tuesday 11:00am - 11:50am Credits: 1 AA

Mergers and Affiliations(M&A) in the healthcare industry have significantly increased across all aspects of healthcare including hospitals and healthcare systems, physicians, ancillary healthcare entities and private equity firms.

  • Gain an overview of transaction considerations including financial, revenue cycle, tax, post-merger integration, technology, and operations.
  • Assess how to construct and present an optimal EBITDA and a net working capital peg to limit last-minute negotiation.
  • Understand how structuring is impacted by regulatory matters and execute post-acquisition operational and system integration.

Presenters:

Lunch Break

Time: Tuesday 11:50am - 1:00pm

FQHC Look-Alike: An Innovation Strategy for Health Systems, Providers and the Community

Time: Tuesday 1:00pm - 1:50pm Credits: 1 TB

The little known Federally Qualified Center Look-Alike model holds the potential to transform health systems, aid providers, and create better communities. Without overhauling your entire existing structure, you will:

  • Share ways to improve the health of underserved communities and vulnerable populations.
  • Expand access to culturally competent and quality health care services.
  • Benefit from access to the 340B Federal Drug Pricing Program, optimized Medicare and Medicaid reimbursement, reduced non-urgent ER utilization, and more.

Presenters:

Benefits Frontier: Innovating Solutions for Modern Workplaces

Time: Tuesday 2:00pm - 2:50pm Credits: 1 TB

This session will cover:

  • Building practical value to your clients beyond payroll
  • New fiduciary risks
  • Healthcare financing models
  • AICPA SAS 136
  • Compliance checklists
  • Future of benefits

Presenters:

Wednesday, June 5, 2024

State of the Profession

Time: Wednesday 8:00am - 9:00am Credits: 1 TB

Join the FICPA President and CEO for an update on the most critical issues in the CPA profession today. Learn:

  • How the accounting talent pipeline is being addressed
  • How is the technology landscape developing
  • How is the profession growing and more.

Presenters:

Federal Healthcare Update

Time: Wednesday 9:10am - 10:00am Credits: 1 TB

Get an overview of the dynamic federal health policy and political landscape in 2024 including an update on the Presidential election and expected health policy priorities and activity for Congress and the Biden Administration. 

  • Hear the latest on physician pay policies.
  • Learn about continued implementation of the Inflation Reduction Act.
  • Gain compliance and enforcement updates pertaining to surprise billing, transparency, interoperability regulations and more. 

Presenters:

Data Analytics to Improve Revenue Integrity

Time: Wednesday 10:10am - 11:00am Credits: 1 TB

This course will help you understand how to leverage data in a meaningful way to ensure revenue is being captured for all services provided across the hospital and/or health system. Attendees will: 

  • Review key data elements to measure and trend in both inpatient and outpatient settings.
  • Learn where the most common areas for revenue leakage are.
  • Empower finance and revenue cycle teams to proactively identify problems and address them.

Presenters:

Evolving Board and Audit Committee Priorities in 2024

Time: Wednesday 11:10am - 12:00pm Credits: 1 TB

Boards and audit committees are dealing with expanded agendas and evolving priorities, which means their expectations of finance teams and leaders are also changing. This session will cover:

  • What finance leaders need to know about the key issues being discussed in boardrooms these days.
  • What directors tell us they are really seeking from management teams.

Presenters:

Lunch Break

Time: Wednesday 12:00pm - 1:00pm

AdventHealth Sustainability Case Study

Time: Wednesday 1:00pm - 1:50pm Credits: 1 TB

Since 2022, AdventHealth has been focused on environmental sustainability and publicly promised to reduce emissions by signing the Health & Human Services Climate Pledge. Join AdventHealth as they share:

  • Their journey, their learnings, and their progress including a focus on how they organized themselves from a governance, framework, and workstream perspective. 
  • Various examples of work will be discussed including the steps that were taken to execute two utility scale virtual power purchase agreements with strategic partners 
  • How AdventHealth is building momentum in their organization and capturing incentives from the IRA through a 3MW solar project on their corporate campus in Altamonte Springs, FL.

Presenters:

Accounting & Audit Update

Time: Wednesday 2:00pm - 2:50pm Credits: 1 AA

This session will provide an update on the current agenda of the AICPA Health Care Expert Panel, as well as an in-depth discussion on new accounting and auditing standards.

Presenters:

Objectives:

This conference will address the current health care industry, accounting and business trends, and hot topics for you to implement in your practice or organization. 

Presenters:

  • Lindsey W Roe

    Lindsey is a Partner in our Chicago Health Care practice. Lindsey started her professional career at EY in Indianapolis, Indiana and has over fourteen years of experience performing and managing audit services for SEC registrants, large and small community-based health providers, nonprofit, multi-location health systems, academic medical centers and other health-related organizations, as well as...

    Read more about Lindsey W Roe here
  • George Chris Batalis, CPA

    George Batalis is the partner-in-charge of healthcare consulting with Katz, Sapper & Miller's Healthcare Resources Group. George helps healthcare organizations confidently move forward and ahead of their competition by guiding them through strategic planning, mergers and acquisitions, and financial analysis. George has more than 20 years of healthcare industry experience in executive and...

    Read more about George Chris Batalis here
  • Kevin Newingham

    Kevin Newingham is a director of healthcare consulting with Katz, Sapper & Miller's Healthcare Resources Group. Kevin helps health systems, hospitals, and physician groups develop and implement innovative strategies that drive organizational transformation. Kevin has over 25 years of healthcare industry experience in executive and leadership roles, including in strategic and operational...

    Read more about Kevin Newingham here
  • Laura Dillon

    Laura Martin Dillon is a member of the Washington Council Ernst & Young practice of Ernst & Young LLP, where she provides services focusing on health care policy. Her chief responsibility is to track legislative and regulatory developments and provide detailed reporting and analysis to clients on health care issues.Prior to joining Washington Council, Laura was a Senior Health Care Analyst at the...

    Read more about Laura Dillon here
  • Joy A Block-Gonzalez, CPA

    Joy Block-Gonzalez is a vice president of finance and chief accounting officer at AdventHealth.  Prior to joining AdventHealth in 2013, Joy served as an audit partner at Deloitte, where she worked for 19 years.  Upon joining AdventHealth, Joy implemented and led the finance shared services team.  Since then, she has led various finance teams, including internal audit, reconciliation services, net...

    Read more about Joy A Block-Gonzalez here
  • Jamie McGlothlin, PhD

    Dr. Jamie McGlothlin provides health care analytics for health systems to drive performance improvement in clinical quality, financial stability, operational efficiency and cost reduction. Jamie has a PhD in computer science specializing in big data analytics, information retrieval, cloud computing and machine learning. Jamie began his career with 20 years of experience in software development...

    Read more about Jamie McGlothlin here
  • Shelly Weir

    Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute's strategic vision. Weir leads a...

    Read more about Shelly Weir here
  • Mary Mayhew

    Mary C. Mayhew joined the Florida Hospital Association in October 2020. During her time as President, Mayhew was named to the Florida Politics 2022 Influence 150, Florida Trend's 2022 Florida 500, and placed #3 in The Florida Health Care Power 100 and #24 in The Florida Power 100 by City & State Florida. Prior to joining FHA, Mayhew served as Secretary of the Florida Agency for Health Care...

    Read more about Mary Mayhew here
  • Tina Hodges

    Tina is a dynamic health care revenue cycle executive and currently leads RSM's national revenue integrity practice. She has over 20 years of leadership and process improvement experience in revenue cycle, driving large transformation and optimization engagements across large health care and academic medical facilities, including physician practices and behavioral health. She is well versed in...

    Read more about Tina Hodges here
  • Steven E Brady, CPA

    Steve is a Partner and Market Leader for Withum's Transaction Advisory practice. He is a licensed certified public accountant in the state of Illinois and specializes in mergers & acquisitions and transaction advisory, advising clients to realize value from middle-market transactions across multiple sectors. Steve has extensive expertise in buy-side and sell-side due diligence, merger...

    Read more about Steven E Brady here
  • John Bennett

    Mr. Bennett is a seasoned healthcare professional with over a decade of expertise in the industry. With a strong background in both healthcare leadership and technology, he has consistently delivered exceptional results in driving business growth and innovation.For eight years, Mr. Bennett served as the Chief of Business Development at Sutter Health, a prominent healthcare system known for its...

    Read more about John Bennett here
  • Rob Roy

    Rob Roy is senior vice president of investments and chief investment officer for AdventHealth. In this role, he oversees investments for one of the nation's largest faith-based health systems, which includes operating capital and employee retirement portfolios totaling approximately $16 billion. Roy also co-leads the ESG/sustainability work for AdventHealth.   Roy, who has 35+ years of...

    Read more about Rob Roy here
  • Marisa Farabaugh

    Marisa Farabaugh is senior vice president and chief supply chain officer for AdventHealth. In this role, she provides strategic direction toward new and sustainable supply chain and business services efficiencies including aligning people, processes and technology, optimizing sourcing, driving cost and control initiatives, and maintaining a culture of efficiency and effectiveness. Farabaugh is...

    Read more about Marisa Farabaugh here
  • Kevin Holloran

    Kevin Holloran is a Senior Director and the head of US Healthcare and US Higher Education.  Kevin initially served as the Sector Leader for the Not-for-Profit Healthcare Group at Fitch Ratings for six years.   Kevin joined Fitch Ratings in April of 2017.With over 25 years of experience in the healthcare sector, Kevin follows a portfolio of high-profile acute care health care credits across the...

    Read more about Kevin Holloran here
  • Cigdem Oktem

    Cigdem Oktem serves as Region Leader for EY's Center for Board Matters. In her role, Cigdem brings insights on governance trends and practices to boards, committees and executives. She has been a trusted advisor to leaders and led research on various aspects of governance, strategy and finance for nearly two decades.

    Read more about Cigdem Oktem here
  • Donald Rossberg

    Read more about Donald Rossberg here
  • Dan Thompson

    Read more about Dan Thompson here
  • Tatiana Rosa, MBA

    Read more about Tatiana Rosa here

Presenters:

Lindsey W Roe

Lindsey is a Partner in our Chicago Health Care practice. Lindsey started her professional career at EY in Indianapolis, Indiana and has over fourteen years of experience performing and managing audit services for SEC registrants, large and small community-based health providers, nonprofit, multi-location health systems, academic medical centers and other health-related organizations, as well as...Read more about Lindsey W Roe here

George Chris Batalis, CPA

George Batalis is the partner-in-charge of healthcare consulting with Katz, Sapper & Miller's Healthcare Resources Group. George helps healthcare organizations confidently move forward and ahead of their competition by guiding them through strategic planning, mergers and acquisitions, and financial analysis. George has more than 20 years of healthcare industry experience in executive and...Read more about George Chris Batalis here

Kevin Newingham

Kevin Newingham is a director of healthcare consulting with Katz, Sapper & Miller's Healthcare Resources Group. Kevin helps health systems, hospitals, and physician groups develop and implement innovative strategies that drive organizational transformation. Kevin has over 25 years of healthcare industry experience in executive and leadership roles, including in strategic and operational...Read more about Kevin Newingham here

Laura Dillon

Laura Martin Dillon is a member of the Washington Council Ernst & Young practice of Ernst & Young LLP, where she provides services focusing on health care policy. Her chief responsibility is to track legislative and regulatory developments and provide detailed reporting and analysis to clients on health care issues.Prior to joining Washington Council, Laura was a Senior Health Care Analyst at the...Read more about Laura Dillon here

Joy A Block-Gonzalez, CPA

Joy Block-Gonzalez is a vice president of finance and chief accounting officer at AdventHealth.  Prior to joining AdventHealth in 2013, Joy served as an audit partner at Deloitte, where she worked for 19 years.  Upon joining AdventHealth, Joy implemented and led the finance shared services team.  Since then, she has led various finance teams, including internal audit, reconciliation services, net...Read more about Joy A Block-Gonzalez here

Jamie McGlothlin, PhD

Dr. Jamie McGlothlin provides health care analytics for health systems to drive performance improvement in clinical quality, financial stability, operational efficiency and cost reduction. Jamie has a PhD in computer science specializing in big data analytics, information retrieval, cloud computing and machine learning. Jamie began his career with 20 years of experience in software development...Read more about Jamie McGlothlin here

Shelly Weir

Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute's strategic vision. Weir leads a...Read more about Shelly Weir here

Mary Mayhew

Mary C. Mayhew joined the Florida Hospital Association in October 2020. During her time as President, Mayhew was named to the Florida Politics 2022 Influence 150, Florida Trend's 2022 Florida 500, and placed #3 in The Florida Health Care Power 100 and #24 in The Florida Power 100 by City & State Florida. Prior to joining FHA, Mayhew served as Secretary of the Florida Agency for Health Care...Read more about Mary Mayhew here

Tina Hodges

Tina is a dynamic health care revenue cycle executive and currently leads RSM's national revenue integrity practice. She has over 20 years of leadership and process improvement experience in revenue cycle, driving large transformation and optimization engagements across large health care and academic medical facilities, including physician practices and behavioral health. She is well versed in...Read more about Tina Hodges here

Steven E Brady, CPA

Steve is a Partner and Market Leader for Withum's Transaction Advisory practice. He is a licensed certified public accountant in the state of Illinois and specializes in mergers & acquisitions and transaction advisory, advising clients to realize value from middle-market transactions across multiple sectors. Steve has extensive expertise in buy-side and sell-side due diligence, merger...Read more about Steven E Brady here

John Bennett

Mr. Bennett is a seasoned healthcare professional with over a decade of expertise in the industry. With a strong background in both healthcare leadership and technology, he has consistently delivered exceptional results in driving business growth and innovation.For eight years, Mr. Bennett served as the Chief of Business Development at Sutter Health, a prominent healthcare system known for its...Read more about John Bennett here

Rob Roy

Rob Roy is senior vice president of investments and chief investment officer for AdventHealth. In this role, he oversees investments for one of the nation's largest faith-based health systems, which includes operating capital and employee retirement portfolios totaling approximately $16 billion. Roy also co-leads the ESG/sustainability work for AdventHealth.   Roy, who has 35+ years of...Read more about Rob Roy here

Marisa Farabaugh

Marisa Farabaugh is senior vice president and chief supply chain officer for AdventHealth. In this role, she provides strategic direction toward new and sustainable supply chain and business services efficiencies including aligning people, processes and technology, optimizing sourcing, driving cost and control initiatives, and maintaining a culture of efficiency and effectiveness. Farabaugh is...Read more about Marisa Farabaugh here

Kevin Holloran

Kevin Holloran is a Senior Director and the head of US Healthcare and US Higher Education.  Kevin initially served as the Sector Leader for the Not-for-Profit Healthcare Group at Fitch Ratings for six years.   Kevin joined Fitch Ratings in April of 2017.With over 25 years of experience in the healthcare sector, Kevin follows a portfolio of high-profile acute care health care credits across the...Read more about Kevin Holloran here

Cigdem Oktem

Cigdem Oktem serves as Region Leader for EY's Center for Board Matters. In her role, Cigdem brings insights on governance trends and practices to boards, committees and executives. She has been a trusted advisor to leaders and led research on various aspects of governance, strategy and finance for nearly two decades.Read more about Cigdem Oktem here

Donald Rossberg

Read more about Donald Rossberg here

Dan Thompson

Read more about Dan Thompson here

Tatiana Rosa, MBA

Read more about Tatiana Rosa here

Major Topics:

  • AI in health care.
  • M&A Transactions.
  • Sustainability.
  • Accounting & Audit Updates.
  • Inflation Reduction Act Tax Credits.

Major Topics:

  • AI in health care.
  • M&A Transactions.
  • Sustainability.
  • Accounting & Audit Updates.
  • Inflation Reduction Act Tax Credits.

Designed For:

This conference is designed for CPAs, CFOs, controllers, accountings, and finance professionals working in any aspect of the health care industry.

Prerequisites:

This conference is open to all levels with an interest in health care accounting and business.