This conference is designed for CPAs, CFOs, controllers, and auditors who work in the health care industry. If you work for or with an entity involved in health care this high-level program is a must-attend event.

2024 Conference:

IN PERSON REGISTRATION

WEBCAST REGISTRATION

Member fee: standard $349

Non-member fee: $469

When: July 15-16, 2024
Day one 8 a.m. - 3:45 p.m.  (CT) | Day two 8 a.m. - 12:15 p.m.  (CT)

Format: In person and webcast

CPE Hours: 12

Where: San Antonio
Hotel reservations: Hotel Contessa
306 W. Market St., San Antonio, TX 78205 | Map
Attendees may make hotel accommodations at Hotel Contessa at 866-435-0900. Reservation hours are Monday-Friday, 9 a.m. - 4 p.m.

Monday, July 15. 2024

7:30 – 8 a.m. - Conference Check-In and Light Breakfast

8 – 9:15 a.m. - Audit and Accounting Update for Healthcare
Aaron Heimbuch, CPA/Audit Senior Manager/Whitley Penn LLP/Dallas 
This session will be an update on current, new, and upcoming auditing and accounting standards from FASB, AICPA, GASB and PCAOB. The topics will be tailored to the health care industry and their effects on the industry and its accounting practices. 

Major Topics: 

• Current and upcoming accounting standards from FASB 
• Auditing standards from AICPA 

Learning Objectives: 

• The current and upcoming accounting updates from FASB 
• The current and upcoming auditing updates from AICPA, GASB and FASB 
• How these updates impact the health care industry 

Skill Level: Intermediate | Field of Study: Accounting (Technical) | CPE Hours: 1.5 

9:30 – 10:45 a.m. - Choice of Entity Issues for Healthcare Providers
Tammy Cowart, J.D./Professor of Business Law/Soules College of Business/University of Texas/Tyler 
Texas is one of a few states that restricts the corporate practice of medicine. Private equity firms and large health care organizations continue to purchase medical provider practices. This session will cover allowable entity structures and the restrictions of the corporate practice of medicine. It will also cover federal scrutiny of private equity purchases and requirements of the Corporate Transparency Act. 

Major Topics: 

• Corporate practice of medicine 
• Private equity issues 
• Corporate Transparency Act 

Learning Objectives: 

• Distinguish between types of allowable professional entities under Texas law 
• Understand the restrictions of the Texas corporate practice of medicine doctrine through examples 
• Review requirements of the Corporate Transparency Act 

Skill Level: Intermediate | Field of Study: Business Law (Technical) | CPE Hours: 1.5 

11 a.m. – 12:15 p.m. Fraud Awareness in Healthcare 
Emily Keglevic/Senior Manager/Deloitte Financial Advisory Services,/Chicago
This session will cover fraud trends in health care, with the objective of increasing participants' awareness of fraud risks in health care. 

Major Topics: 

• Fraud risk recognition
• Detection, investigation and prevention of fraud
• Leveraging data analytics

Learning Objectives: 

• Fraud risk recognition: Describe fraud and how it impacts businesses; understand key symptoms, considerations and characteristics of fraud; recognize common areas for potential fraud, as well as potential red flags
• Detection, investigation and prevention: Identify common methods used to detect and prevent fraud; understand how to proactively mitigate fraud using different strategies
• Leveraging data analytics: Understand the need for data analytics in fraud investigations and the value it adds; recognize how data analytics is integrated into the audit process; practice applying data analytics to identify data sources and additional insights

Skill Level: Basic | | Field of Study:Specialized Knowledge (Technical) | CPE Hours: 1.2  

12:15 – 1 p.m. | Lunch Break (Lunch will be provided) 

1 – 2:15 p.m. - A Comprehensive Approach to Achieving Cyber Resilience
Bryan S. Cline, Ph.D./Chief Research Officer/HITRUST/Frisco, TX 
Cyber resilience goes beyond protecting critical data by helping organizations respond to cyber-attacks efficiently and effectively, maintain business operations during these attacks, reduce financial losses due to breaches and associated downtime, mitigate reputational advantage, and maintain their competitive advantage. This session explains what cyber resilience means and how it can be achieved through a robust implementation of the National Institute of Standards and Technology (NIST) Cybersecurity Framework (CSF) and one or more of its underlying Informative References. And, while illustrated through the lens of the HITRUST approach, many other cybersecurity control specification, implementation and evaluation frameworks can be used to support this approach to achieving cyber resilience.

Major Topics: 

• Cyber resilience
• National Institute of Standards and Technology (NIST)
• Cybersecurity Framework (CSF)
• NIST CSF implementation
• HITRUST approach

Learning Objectives: 

• Understand the concept of cyber resilience and identify its major attributes
• Explain how the National Institute of Standards and Technology (NIST) Cybersecurity Framework (CSF) helps organizations achieve cyber resilience
• Understand how Informative References like those provided by the International Standards Organization (ISO), NIST and HITRUST support implementation of the NIST CSF

Skill Level: Intermediate | Field of Study: Information Technology (Technical) | CPE Hours: 1.5

2:30 – 3:45 p.m. - FY23 Global Finance Survey Insights and Month End Close Best Practices 
James L. McNatt Jr., CPA/Associate Director/Protiviti/Dallas
This session will cover the results of Protiviti's FY23 Global Finance Trends Survey. We will discuss the key challenges and trends identified in the survey and how priorities have changed from last year. We will also discuss in detail best practices related to the month-end close process.

Major Topics: 

• The results of Protiviti's FY23 Global Finance Survey
• Month end close best practices

Learning Objectives: 

• Understand the key challenges and trends as identified by CFOs and other finance professionals
• Learn best practices for running a quality month end close
• Identify areas of opportunity your organization might have for improving the month end close process

Skill Level: Intermediate | Field of Study: Accounting (Technical) | CPE Hours: 1.5  

Tuesday, July 16, 2024

7:30 – 8 a.m. - Conference Check-In and Light Breakfast

8 – 9:15 a.m. General Understanding of the Medicare Cost Report 
Scott R. Mertie, CHFP, CMPE, CPPM, CCRS, CHA, CIFHA, CHCO/President/Kraft Healthcare Consulting (an affiliate of KraftCPAs)/Nashville
This session will provide attendees with a general understanding of the Medicare cost report. This is applicable to those working for or with Medicare Part A providers, who are required to file a Medicare cost report to CMS annually (i.e., hospitals, skilled nursing facilities, federally qualified health centers, home health agencies, rural health clinics, etc.). 

Major Topics: 

• Medicare Provider Reimbursement Manual, Parts I & II, which covers who files a cost report, when it’s due, what is required to be in the report, removing non-allowable costs, overhead allocations, etc. 

Learning Objectives: 

• Identifying allowable costs  
• Understanding overhead cost allocations  
• Using the cost report as a management tool 

Skill Level: Intermediate | Field of Study: Specialized Knowledge (Technical) | CPE Hours: 1.5  

9:30 – 10:45 a.m. - AI and The Future of Healthcare 
Bryan Wilton, CPA, CITP/Vice President/LBMC Technology Solutions, LLC/Brentwood, TN
This session will highlight intelligent workflow automation tools being used with mid-market ERP systems. A special focus will be on artificial intelligence options available today and how these tools work and where they fit or do not fit into the daily accounting role. Several demos of practical examples of AI usage will be provided.

Major Topics: 

• Artificial intelligence
• Intelligent workflow automation

Learning Objectives: 

• Give the participant exposure to popular automation and artificial intelligence tools available today
• Help participants to understand these tools and where they might fit into their personal and work lives
• Show participants product demos of real-world examples of AI topics and features

Skill Level: Basic | Field of Study: Information Technology (Technical) | CPE Hours: 1.2

11 a.m. – 12:15 p.m. - Hot Topics in Health Care Compensation Valuation
Todd A. Zigrang, FACHE, CVA, ASA, ABV/President/Health Capital Consultants/St. Louis
Physician and other provider compensation has long been a topic of discussion and scrutiny within the health care industry. The landscape is dynamic and continually influenced by factors such as evolving health care delivery models, changes in reimbursement structures and shifts in the overall economic climate. In tandem with these changes, the concept of fair market value (FMV) has become increasingly critical, ensuring that compensation arrangements align with regulatory guidelines and ethical standards. This session will provide an overview of the regulatory considerations, methodology and the most recent developments that impact the FMV determination of physician compensation.

Major Topics:

• Regulatory scrutiny related to physician and other health care compensation
• Health care compensation valuation concepts and methodology
• Apparent disparity in physician compensation offers between hospital/health systems and private equity acquirer
• Discussion of the recent developments in health care regulations and reimbursement and how they may impact the FMV of physician compensation

Learning Objectives:

• Define the laws and regulations impacting physician compensation and how those laws have been interpreted and enforced by various governmental bodies
• Explain the basics of health care compensation valuation concepts and methodology
• Apply recent health care regulatory and reimbursement trends in the development of reliable FMV compensation opinions

Skill Level: Basic  | Field of Study: Specialized Knowledge (Technical) | CPE Hours: 1.5

12:15 p.m. - Adjourn 

Staff Liaison: April Twaddle

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Speakers

Tell us more about you and your topic(s) and we’ll share your proposal with our learning team and program planning volunteers. Be a speaker