JOSEPH A. LEVI
57TH ANNUAL INSTITUTE
The Long Island Marriott Grand Ballroom 101 James Doolittle Boulevard, Uniondale
Thursday, March 3, 2016
7:30 – 8:15 AM
Registration with Continental Breakfast
Presentation on the benefits of HFMA Certification
8:15 – 9:00 AM
Welcome and Opening Remarks
MEREDITH SIMONETTI, FHFMA, President, Metropolitan New York Chapter, HFMA
National HFMA Chairman’s 2015-2016 Theme: “Going Beyond”
Speaker:
MELINDA S. HANCOCK, FHFMA, CPA, 2015-2016 National HFMA Chair, Partner, Dixon Hughes Goodman LLP
As American healthcare transitions from a fee-for-service payment system to a system that emphasizes high-value care
to patients, we will be required to go beyond our current payment system. Our National Chair will address the need for
the finance leaders of the Industry to go beyond the ways of the past to succeed in the new era of healthcare.
9:00 – 10:00 AM
Keynote Presentation & General Session - IBM Moonshot: To Advance Health on a Global Scale
Speaker:
DEBORAH DISANZO, General Manager, IBM Watson Health
As the top executive for Watson Health, Deborah DiSanzo leads more than 2,000 IBMers worldwide from the unit’s
headquarters in Cambridge, Massachusetts. She has an ambitious mandate to scale the business globally, expand the
capabilities of the IBM Watson Health Cloud and broaden the ecosystem of companies building on IBMs cognitive
computing platform. Expanding on her general advice to “stay focused, keep your integrity and trust your instincts” she
will share her perspective on the ever changing landscape in healthcare.
10:00– 10:30 AM
Networking Break and Vendor Fair
10:30 – 12:00 PM
Managed Care- Changing Reimbursement Dynamics
Healthcare reimbursement is in the midst of change as fee for service reimbursement transitions more and more to risk
based models. Volume to Value, Population Health Management, Quality & Pay for Performance. Hear from the payor
community as they describe their company’s position and initiatives focused on benefit design, quality measures,
incentives, risk and cost savings.
Moderator: KARIM A. HABIBI, Senior Vice President and Chief of Managed Care, NYU Langone Medical Center
Panelists:
RANDY BLUM, Vice President, Network Management, New York Lead at United Health Group
DOMINIC DEPIANO, Regional Vice President, Empire Blue Cross and Blue Shield
THOMAS EARLY, Executive Vice President, Elderplan
DAVID KOBUS, Senior Vice President & Exectuive Director, New York Market at Aetna
JACK STEPHENSON, President, HealthPlus, Amerigroup
12:00 – 1:15 PM
Lunch with Dessert in Vendor Fair
Presentation on the benefits of HFMA Membership
1:15 – 1:45 PM
Afternoon Opening Remarks
CHRISTINA MILONE, Esq., Chairperson, Joseph A. Levi 57th Annual Institute
Celebration of HFMA Metro New York’s 60th Anniversary
1:45 – 2:45 PM
A Candid Discussion with Steven M. Safyer, MD
Dr. Safyer is a preeminent leader in the healthcare industry. Listen to a discussion of the evolution and transformation of
the healthcare delivery system at Montefiore Health System. The discussion will include the expansion of Montefiore’s
ambulatory healthcare network and the development of innovative business and clinical strategies to provide care
management. Dr. Safyer will share his views on: Population Health and meeting the challenges of the Triple Aim, his
commitment to service excellence and his vision for the future of healthcare.
Moderator:
DENNIS WHALEN, President, Healthcare Association New York State
Speaker:
STEVEN M. SAFYER, MD., President and CEO, Montefiore Health System
2:45 – 4:00 PM
Beyond the AcronymsThe Next 18 Months of Health IT: Three Health Systems Share Their Technology Vision
2015 was a big year for Health IT. ICD-10, SHIN-NY/SHIP, MU and DSRIP were significant resource challenges for
entire healthcare organizations, with much of the heavy lifting borne by IT. In addition the pressure to create, distribute,
and monetize innovative technologies focused on Population Health, improving the patient experience, mobility and
integration, has not ceased. Representatives of IT from three New York Health Systems share their vision for the
challenges they will face in 2016 and 2017.
Moderator:
RIVKA GROSS, Principal, RGC Group LLC
Panelists:
MARCY DUNN, Senior Vice President and CIO, Catholic Health Services of Long Island
JIM MURRY, CIO, Stony Brook Hospital
KASH PATEL, Vice President, Population Health and Analytics, Mount Sinai Hospital
4:00 – 4:30 PM
4:30 – 6:15 PM
Networking Break and Vendor Fair
Leadership in a Constantly Evolving Healthcare Environment
This panel discussion will engage financial leaders to share with us their on-going challenges to reduce overall costs and
improve the quality of healthcare as they transition away from a fee-for-service business model to the new value based
environment of healthcare. Our speakers will discuss the impact of ACA year three, the current political landscape and
the strategies they utilize to manage this transition and allocate resources.
Moderator:
JOSEPH FIFER, CPA, FHFMA, President and CEO, Healthcare Financial Management Association
Panelists:
MARK BOGEN, CPA, Senior Vice President and CFO, South Nassau Communities Hospital
RICK LANGFELDER, Executive Vice President and CFO, Lutheran Medical Center
PHYLLIS LANTOS, MS, FHFMA, Executive Vice President, CFO and Treasurer, NewYork-Presbyterian Hospital and
Healthcare System
JOSEPH LEMAIRE, Executive Vice President, Finance, Meridian Health, New Jersey
DONALD SCANLON, Executive Vice President and CFO, Mount Sinai Health System
6:15 – 7:30 PM
Social & Networking Event: President’s Reception
Friday, March 4, 2016
7:30 – 8:15 AM
Registration and Continental Breakfast
Presentation on the benefits of HFMA Membership
8:15 – 8:30 AM
Welcome and Opening Remarks
DAVID WOODS, President-Elect, Metropolitan New York Chapter, HFMA
8:30 – 9:30 AM
Motivational Speaker:
COLONEL (RET) MARK W. TILLMAN
Air Force One: Zero Fail Mission
Chosen as the nation's 12th Presidential pilot, Colonel (ret) Mark W. Tillman served as pilot and commander of Air
Force One from 2001-2009. Col. Tillman was at the controls of Air Force One through numerous national events. Most
notably, he protected the President on September 11, 2001 by keeping him out of harm’s way and connecting the flying
oval office to the nation's first responders. He was also the first pilot to fly the Commander-in-Chief into a war zone. The
challenge was unprecedented-transport the most targeted man in the world into the heart of terrorism. One mistake
would have left the President open to attack and cost the lives of US service members. Col. Tillman personally
orchestrated and executed the covert operation with flawless success. His planning, done in complete secrecy, allowed for
a complete surprise to the entire world. A man devoted to serving his country, he will provide us with a first-hand
account of remarkable moments in history.
9:30 – 10:00 AM
National HFMA Update
JOSEPH FIFER, FHFMA, President & CEO, Healthcare Financial Management Association
10:00 – 10:30 AM
Networking Break and Vendor Fair
10:30 – 12:00 PM
Ambulatory Care From the Perspective of Different Ownership Models and How They Relate to The
Consumer and Area Hospitals
This panel session will explore the advantages of different ambulatory care models that exist in the Metro NY region.
Panelists will describe how they are structured; what their specialties are; and how they have developed relationships
with their patients. In addition, we will hear their perspective on how they fit into the marketplace and how they relate
to hospitals and hospital based practices.
Moderator:
ROBERT JACOBS, President, Health/ROI
Panelists:
CLAUDIA HINRICHSEN, Esq., General Counsel, City MD
RICHARD MOREL, MD, Medical Director and VP, WESTMED Medical Group
LYNN SHERMAN, CFO, Charles B Wang Chinatown Health Center
ARTHUR SCHWACKE, CPA, CFO, ENT and Allergy Associates, LLP
RAMON TALLAJ, MD, Chairman, Corinthian Medical IPA and Advocate Community Partners
12:00 – 1:00 PM
Networking Lunch
Presentation on the benefits of HFMA Certification
1:00 – 2:00 PM
Response to Today's Healthcare Challenges
Healthcare in New York and throughout the United States faces new challenges every day. Hear from industry leadership
on their advocacy efforts to address these challenges and learn what initiatives are underway in response to healthcare
reform.
Moderator:
WILLIAM ALLISON, CPA, Senior Vice President for Administration and COO, South Nassau Communities Hospital
Panelists:
DENNIS WHALEN, President, Hospital Association New York State
ELISABETH WYNN, Senior Vice President, Health Economics and Finance, Greater New York Hospital Association
2:00 – 4:00 PM
Playbook for Population Health
Hospital and health systems nationwide are charting the course to become population health managers. Executing on
this aim requires a fundamentally different care delivery model, one which delivers improved clinical outcomes for
patients as well as sustained financial value for the organization. Faced with challenging transition from fee-for-service
medicine to value-based care, organizations are faced with a multitude of investments ranging from new IT systems to
an expanded care delivery network. Successful population health managers have developed a disciplined investment
blueprint to ensure financial success accompanies broader clinical transformation.
Presented by:
THE ADVISORY BOARD
Sponsored by:
NEWYORK-PRESBYTERIAN HOSPITAL
4:00-4:15 PM
Closing Remarks and Raffle Drawing (must be present to win)
SEAN SMITH, CPA, Co-Chair, Joseph A. Levi 57th Annual Institute
JOSEPH A. LEVI 57TH ANNUAL INSTITUTE FOOD DRIVE
This year, the Annual Institute committee is inviting you to “give back” to those less fortunate in the
communities that we all serve. On both days, we will have an area set up for donations of canned food.
For every food donation made, attendees will receive a raffle ticket, and the winner will receive a prize.
Bring canned food both days, and you will have two chances to win!
Winner Need Not Be Present To Win (For This Raffle Only)
Chapter Officers and Board of Directors
OffiCers 2015-2016
President
Meredith Simonetti, FHFMA
President-Elect
David Woods
Vice President
Maryann J. Regan
Treasurer
Mario Di Figlia
Secretary
Diane McCarthy, CPA, FHFMA
Immediate Past President
Wendy E. Leo, FHFMA
BOarD Of DireCtOrs
Class of 2016
Class of 2017
Martin Abschutz, CPA, CGMA
Ann M. Amato, CPA, MBA
Christina Milone, Esq.
Alex Balko
James Petty, FHFMA
Catherine Ekbom
Donna M. Skura
Jason Gottlieb
Sean P. Smith, CPA
Patrick S. Semenza, CPA, CHFP
2013-2014
2012-2013
2011-2012
2010-2011
2009-2010
Past PresiDents
David Evangelista
Palmira Cataliotti, CPA, FHFMA
John I. Coster, FHFMA
Edmund P. Schmidt, III, FHFMA
Cynthia A. Strain, FHFMA
ex-OffiCiO
All Past Presidents of the Metropolitan New York Chapter, HFMA
DEDICATION
Joseph A. Levi was one of the founding fathers of the Metropolitan New York Chapter, of the Healthcare Financial
Management Association, serving twice as its President during 1957-1958 and 1961-1962.
Mr. Levi was the chapter’s first certified fellow (1957)
and received the following awards for service to the chapter:
1961- The William A. Follmer, Bronze Merit Award
1968- The Robert H. Reeves, Silver Merit Award
1972- The Frederick T. Munci, Gold Award
1970- The Stephen A. Ryan Memorial Award
In 1978 the National Board of Directors presented Joe with the Frederick C. Morgan award for
outstanding contributions to the field of health care financial management.
In 1983, the Annual Institute was renamed to memorialize Joseph A. Levi;
a friend, teacher, administrator, professional and dedicated worker.
We will never forget him.
Joseph A. Levi 57th Annual Institute Committee Members
CHAIRPERSON:
Christina Milone, Esq.
CO-CHAIRS:
Donna M. Skura
Sean Smith, CPA
VICE CHAIRS:
James Argutto
Kiran N. Batheja, FHFMA
Robert Jacobs
COMMITTEE MEMBERS:
Ann Amato, CPA, MBA
Alex Balko
Lena Barone
Emily Casto
David Charest
Daniel P. Colucci
Laura Courtney
Mario Di Figlia
Catherine Ekbom
David Evangelista
Al Farina, CPA
Jason Gottlieb
Tiffany Jackson
Tina Jaggi
Annie Lemoine
Wendy E. Leo, FHFMA
Diane McCarthy, CPA, FHFMA
Fred Molinari
Pamela Noack, PhD, FHFMA
Tara Quagliata
Laurie Radler
Maryann Regan
Tracey Roland
Gordon Sanit, FHFMA
Ed Schmidt, FHFMA
Patrick Semenza, CHFP
Francis Serbaroli
Henry Serra, FHFMA
Meredith Simonetti, FHFMA
Shivam Sohan, CHFP
Cindy Strain, FHFMA
Karen Till, CPA
David Woods
Hayden Wool
Robin Ziegler
2015-2016 Corporate Sponsors
Platinum
adreima
BDO Usa, LLP
CaB Charles a Barragato & Co. LLP
Craneware
ernst & Young, LLP
JZanus, LtD
KPMG, LLP
McGladrey, LLP
MCrC Group
Med-Metrix
Miller & Milone, P.C.
POM recoveries, inc.
PricewaterhouseCoopers LLP
PrOMeDiCaL
rtr finacial services, inc.
tritech Healthcare Management, LLC
WeiserMazars, LLP
Gold
avadyne Health
Betz-Mitchell associates, inc.
CBiZ Ka Consulting services, inc.
Cirius Group, inc.
Collection Bureau of Hudson Valley CBHV
Crowe Horwath LLP
Group J
Health/rOi
JZanus Consulting, inc.
ntt Data, inc.
PhyCare solutions
Professional Claims Bureau, inc.
reimbursement services Group
salucro Healthcare solutions, LLC
Silver
american express
aVZ & CO., P.C.
Deloitte & touche LLP
enable Comp
experian Health/Passport
Garfunkel Wild P.C.
MCs Claim services, inc.
Mrs BPO, LLC
Mullooly, Jeffrey, rooney & flynn LLP
nassau suffolk Hospital Council, inc.
Physicians' reciprocal insurers
Pinnacle strategies, inc.
reimbursement alliance Group LLC
triage Consulting Group
Veralon
Washington & West, LLC
GENERAL INFORMATION
The 57th Joseph A. Levi Annual Institute Program is intended to provide current, practical information to
financial professionals, about policies and trends affecting major segments of the healthcare industry.
Vendor Fair:
All registrants will be able to share valuable ideas and information throughout the event.
Dress Code:
Business dress is suggested for all sessions
For up-to-date chapter or conference information visit our chapter website at www.hfmametrony.org
REGISTRATION FEES:
BEFORE OR ON JANUARY 5, 2016
Certified Members
$324.00
HFMA Members
$324.00
Non-members
$425.00
AFTER JANUARY 6, 2016
Certified Members
$324.00
HFMA Members
$375.00
Non-members
$475.00
NOTE: ON SITE REGISTRATION WILL RESULT IN AN
ADDITIONAL $50.00 FEE ADDED TO THE FEES LISTED ABOVE
REGISTRATION IS A GUARANTEE OF PAYMENT.
NO REFUNDS ARE ISSUED
Substitutions are permitted on an equal fee basis. If the substitute does not qualify for the rate paid they are
responsible for the difference.
HOTEL INFORMATION - NEW LOCATION
Long Island Marriott, 101 James Doolittle Blvd., Uniondale, NY 11553 • 516-7940-3800
$169.00 until Feb. 20th Single/Double Hotel Room
HFMA has reserved a limited block of rooms at the host hotel at this preferred rate.
Call 1-800-832-6255 or book online at
http://www.marriott.com/hotels/travel/nycli-long-island-marriott/
and use the Group Code HFMHFMA to reserve your room at the preferred rate.
This rate will not be available after February 20th, 2016.
You are responsible for making your own hotel reservations, including changes and cancellations
SCHEDULE CHANGES
Occasionally, it may be necessary to re-schedule or cancel programs. Registrants will receive advance notice of such changes.
Metro NY Chapter of HFMA cannot be responsible for any penalties incurred as a result of such changes. All changes will be
posted to the chapter website at www.hfmametrony.org
CPE ACCREDITATION
Participants will receive a certificate of attendance at the completion of each program reflecting the number of instructional
hours earned. CPE requirements may differ by jurisdiction; therefore, participants should consult their reporting jurisdiction.
All HFMA Metro NY education programs earn points toward HFMA Certification and Certification maintenance requirements.
METRO NY 57th JOSEPH A LEVI ANNUAL INSTITUTE REGISTRATION FORM
Meeting Code 1641NY1
3 WAYS TO REGISTER
1.
FAX this form to 708-531-0665
2.
MAIL the form with payment:
HFMA, Dept 77-6063, Chicago, IL 60678-6063
3.
ONLINE CREDIT CARD REGISTRATION:
http://www.hfma.org/Content.aspx?id=43304
A. Badge Information (Please print)
Are you a current HFMA Member? □ Yes (Member #___________________)
□ Mr. □ Mrs. □ Miss □ Ms. □ Other________
___________________________________________ __________________________________________________
First Name/Middle Initial/Last Name
Nickname for Badge
___________________________________________ __________________________________________________
Job Title
Employer
___________________________________________ __________________________________________________
Organization Type
Employer’s City/State
___________________________________________
CPA License Number
B. Mailing Information
Send mail to □ Business □ Home □ Update my records
___________________________________________ __________________________________________________
Business Address (NO P.O. Boxes please)
E-Mail Address
___________________________________________ __________________________________________________
City/State/Zip Code
Home Address (No P.O. Boxes please)
___________________________________________ __________________________________________________
Business Telephone/Extension
City/State/Zip Code
___________________________________________ __________________________________________________
Business Fax
Home Telephone
C. Payment Information
Registration is a guarantee of payment. No refunds will be issued. Substitutions are permissable.
On or Before January 5, 2016
On or After January 6, 2016
Certified Member
$324.00
Certified Member
$324.00
Member
$324.00
Member
$375.00
Non-Member
$425.00
Non-Member
$475.00
□ Check enclosed (Payable to: Metropolitan NY Chapter HFMA Education Foundation)
□ Check being sent under separate cover
□ Paying by Credit Card: http://www.hfma.org/Content.aspx?id=43304
Use this secure link to pay for this conference by credit card. Mastercard, Visa, American Express, and Discover
Register by January 5, 2016 to qualify for the discount