The Eide Bailly 2023 Critical Access Hospital (CAH) Conference will be held in person April 19-21, 2023 at the Kimpton Cottonwood Hotel in Omaha, Nebraska.

This three-day conference is designed specifically for critical access hospital professionals and will be packed with informational sessions addressing key topics with actionable information to help you strategically plan for the future.

Built for critical access hospitals by experts in their field, the information is highly-relevant and an invaluable investment. Conference topics will center around issues impacting CAHs, including:

• Understanding the Medicare cost report and developing reimbursement strategies
• Revenue cycle management hot topics and trends
• Compliance programs and mitigating risk
• Construction and redesign projects considerations and best practices
• Data analytics in denials prevention and management
• Pain management services in CAHs
• Medicare provider enrollment
• Monitoring your 340B program
• Robotics Process Automation (RPA) and analytics for your CAH
• Strategies for your CAH - how to differentiate your facility
• CAH CFO panel discussion

Register now for the 2023 CAH Conference to remain knowledgeable on topics important to rural healthcare operations. You are eligible to receive up to 15 hours of continued education credits of Specialized Knowledge & Application upon verification of attendance.

Accommodations are available under the Eide Bailly room block at the Kimpton Cottonwood in Omaha, Nebraska: 302 36th Street, Omaha, NE, 1-800-546-7866. For our reservations link, click here and use Reference Code "CAH". Registration is limited, so book your hotel room well in advance.

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Session Details

Wednesday, April 19, 2023 | 1:00 p.m. – 2:00 p.m. CDT

WELCOME & STATE OF THE INDUSTRY

Session Overview  
The State of the Critical Access Hospital industry seems to be one of constant change. And the pace and complexity of this change is growing at an exponential rate. There are changes due to the COVID public health emergency, shortages of labor, changes in patient preferences, advancements in technology, economic pressures, and more. This change results in new challenges as well as new opportunities. One of the greatest challenges is keeping up with all the changes and their potential impact to individual facilities. This session will explore the current state of the industry, proposed changes and what critical access hospital providers should consider as they explore the challenges and opportunities ahead of them.

Learning Objectives  

• Summarize the current state of the Critical Access Hospital industry
• Explore recent, ongoing and proposed changes in the industry and their potential impact on providers.
• Discuss actions to consider mitigating the risks posed by the challenges while taking advantage of the opportunities.

Speaker:  
Ralph Llewellyn, CPA, CHFP | Partner-in-Charge of Critical Access Hospitals
Ralph has more than 30 years of experience in healthcare finance, leadership, reimbursement, and operations. He began his healthcare career as a hospital CFO for a 49-bed hospital with a 116-bed nursing home. Ralph has been with Eide Bailly for 25 years and is currently the Partner-in-Charge of Critical Access Hospitals and Healthcare Consulting. He assists providers by developing solutions focusing on cost report reimbursement, chargemaster development, billing compliance, operations leadership, organizational structure, process flow, use of business intelligence tools and board education.

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ADVENTURES IN MEDICARE COST REPORTING TRACK: UNDERSTANDING THE COST REPORT AND DEVELOPING THE STRATEGIES

Wednesday, April 19, 2023 | 2:15 p.m. – 3:30 p.m. CDT

Wednesday, April 19, 2023 | 3:45 p.m. – 5:00 p.m. CDT

Thursday, April 20, 2023 | 8:00 a.m. – 9:15 a.m. CDT

Thursday, April 20, 2023 | 9:30 a.m. – 10:30 a.m. CDT

Thursday, April 20, 2023 | 12:45 p.m. – 2:00 p.m. CDT

Session Overview  
This interactive day-and-a-half course will cover the fundamental components of the critical access hospital cost report. This focused training includes detailed discussion of the actual worksheets of the Medicare cost report, information needed for completion of the cost report and how the cost report determines your Medicare reimbursement. The session will also explore best practices and strategies for optimizing reimbursement and how you can use your cost report to aid in future decision making.

Learning Objectives  

• Discuss the purpose of the Medicare cost report and its role in determining critical access hospital reimbursement.
• Explore key items in the cost report that affect your Medicare reimbursement.
• Compose strategies to improve your Medicare reimbursement.
• Examine how the revenue cycle impacts your Medicare cost report and the role it has in determining Medicare reimbursement on your cost report.

Speakers:  
Brian Bertsch | Principal, Healthcare Consulting
Brian has more than 25 years of experience helping critical access hospitals improve their financial stability. He specializes in assisting critical access hospitals on compliance with Medicare, Medicaid and other third-party reimbursement rules and regulations to achieve proper reimbursement for services performed. Brian also provides education to critical access hospital staff, board members and constituents on Medicare reimbursement for critical access hospitals. In addition to Brian’s client work, he also serves as the leader of the healthcare reimbursement practice for Eide Bailly.

Jeremy Behrens, CPA, FHFMA | Partner
Since 2002, Jeremy has been a leader in managing and conducting healthcare and nonprofit audits, as well as audits in accordance with Uniform Guidance. He provides attestation and consulting services to healthcare clients in Nebraska and Iowa and is an experienced preparer of Medicare and Medicaid cost reports for critical access hospitals, prospective payment hospitals, federally qualified health centers, senior living facilities and behavioral health facilities. In addition, Jeremy has experience with employee benefit plan audits and providing 340B compliance services.

Jess Paisley, CPA, FHFMA | Partner
Jess helps our clients understand financial reporting processes to accurately present financial information. He also assists healthcare providers on reimbursement strategy and compliance. When you work with Jess, you can expect timely solutions that deliver expected outcomes. He works to understand your organization to tailor the response that will align to your specific operations.

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REVENUE CYCLE MANAGEMENT PART 1&2
TIPS TO OVERCOME OBSTACLES DURING CLAIMS PROCESSING

Wednesday, April 19, 2023 | 2:15 p.m. – 3:30 p.m. CDT

Wednesday, April 19, 2023 | 3:45 p.m. – 5:00 p.m. CDT

Session Overview  
This presentation will walk the attendees through obstacles encountered during claims processing with recommendations for successful resolution. We will explore the interaction required between the charge capture, coding and billing process as a means for minimizing denials. Time will be allowed for discussion on obstacles attendees may encounter, with a brainstorming session for resolution.

Learning Objectives  

• Analyze the difference in billing/coding requirements based on your specific designation – CAH, RHC, Provider-Based (on and off campus) and free-standing clinics.
• Discuss information on most common billing/coding issues being experienced within the healthcare industry connected to denials management processes.
• Explore the different paths charge capture processes follow and the role that patient record documentation and modifiers play.
• Identify ways to implement processes meeting the required billing rules and regulations while maintaining compliance.

Speakers:  
Joy Krush, RHIT, CCS, CCS-P, CDIP | Senior Manager, Revenue Cycle
Joy has more than 30 years of experience in healthcare revenue cycle. She worked at a healthcare facility in health information with emphasis on coding, denial management, compliance, documentation improvement and chargemaster. For the past four years with Eide Bailly she has worked with clients on coding and clinical documentation reviews, revenue cycle assessments, and chargemaster reviews and implementation. Joy is involved in AHIMA and NDHIMA and currently is a member of AHIMA Revenue Cycle Practice Management Council.

Deyon Suchla | Senior Manager, Revenue Cycle
Deyon is a healthcare consulting senior manager with more than 30 years of experience in the healthcare industry. She has spent 20 years in revenue cycle management with experience in hospital, clinic and long-term care operations. Deyon’s consulting and training is consistent with the compliance guidelines established by Medicare and other third-party payers for both UB-04 and CMS-1500 claims billing.

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Thursday, April 20, 2023 | 8:00 a.m. – 9:15 a.m. CDT

COMPLIANCE PROGRAMS IN THE CRITICAL ACCESS HOSPITAL: HOW TO SET YOURSELF UP FOR SUCCESS

Session Overview  
In this session we will be sharing examples of compliance risks and associated mitigation strategies for organizations where the leaders of finance, the business office, coding and compliance oftentimes wear multiple hats and play overlapping roles. We will provide ideas of how to incorporate data analytics into your compliance program.

Learning Objectives  

• Define roles and organizational goals that speak to a culture of compliance.
• Identify and prioritize risks and learn how to maximize from a revenue cycle perspective while also fulfilling components of your compliance program.
• Theorize the Department of Justice’s expectations of using data analytics as part of risk assessment process.
• List the key observations noted in our compliance program assessments.

Speakers:  
Rachel Pugliano, RHIT, CHC, CRCR | Senior Manager, Revenue Cycle
Rachel has more than 20 years of experience in healthcare revenue cycle. Rachel assists clients with the improvement of their revenue cycle functions as well as maintaining compliance with government regulations. Rachel's specific expertise is in the mid-cycle of the revenue cycle which would include coding, documentation improvement and charge capture. Rachel assesses the overall health and capabilities of an organization's revenue cycle functions as well as develops coding compliance and documentation improvement strategies for both hospitals and medical group practices. She provides internal coding compliance and charge capture assistance to improve coding and charge accuracy.

Amy Tepp, CPA | Partner-In-Charge Revenue Cycle
Amy has more than 30 years of experience in healthcare finance, leadership, reimbursement, revenue cycle, and compliance. She has worked as a Medicare auditor; director of reimbursement, revenue integrity, & regulatory review and analysis; compliance officer and consultant. Amy is the Partner-in-Charge of Revenue Cycle within healthcare consulting for Eide Bailly. She assists providers by developing solutions focusing on revenue cycle process optimization, chargemaster development, pricing transparency strategy, compliance program assessment and compliance audit function.

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Thursday, April 20, 2023 | 9:30 a.m – 10:30 a.m. CDT

HOT TOPICS AND TRENDS IN THE REVENUE CYCLE

Session Overview  
Hear from the Eide Bailly Revenue Cycle Consultant Panel on current hot topics on top of mind for Revenue Cycle leaders. We will discuss challenges we know organizations are facing based on our work with clients. This will be an opportunity to also hear how fellow CAH revenue cycle colleagues are addressing similar issues.

Learning Objectives  

• Compose insights on critical issues faced by CAH revenue cycle leaders
• Discuss strategies among peer organizations.

Speakers:  
Amy Tepp, CPA | Partner-In-Charge Revenue Cycle
Amy has more than 30 years of experience in healthcare finance, leadership, reimbursement, revenue cycle, and compliance. She has worked as a Medicare auditor; director of reimbursement, revenue integrity, & regulatory review and analysis; compliance officer and consultant. Amy is the Partner-in-Charge of Revenue Cycle within healthcare consulting for Eide Bailly. She assists providers by developing solutions focusing on revenue cycle process optimization, chargemaster development, pricing transparency strategy, compliance program assessment and compliance audit function.

Rochelle Dahmen, CSBI | Senior Manager, Revenue Cycle
Rochelle is the Revenue Cycle Manager for Eide Bailly. She has 20 years of health care experience, including more than three years at Blue Cross Blue Shield of Minnesota and more than 15 years working in multiple health care organizations across the country. Specializing in revenue cycle and technology implementations, she has assisted health systems throughout the country with denials management, chargemaster assessments, compliance reviews, charge capture improvements, as well as electronic health record implementations, conversions and optimizations. Rochelle brings strong analytical skills and a thorough understanding of the revenue cycle that allow her to quickly identify issues and create solutions to improve revenue cycle performance.

Joy Krush, RHIT, CCS, CCS-P, CDIP | Senior Manager, Revenue Cycle
Joy has more than 30 years of experience in healthcare revenue cycle. She worked at a healthcare facility in health information with emphasis on coding, denial management, compliance, documentation improvement and chargemaster. For the past four years with Eide Bailly she has worked with clients on coding and clinical documentation reviews, revenue cycle assessments, and chargemaster reviews and implementation. Joy is involved in AHIMA and NDHIMA and currently is a member of AHIMA Revenue Cycle Practice Management Council.

Rachel Pugliano, RHIT, CHC, CRCR | Senior Manager, Revenue Cycle
Rachel has more than 20 years of experience in healthcare revenue cycle. Rachel assists clients with the improvement of their revenue cycle functions as well as maintaining compliance with government regulations. Rachel's specific expertise is in the mid-cycle of the revenue cycle which would include coding, documentation improvement and charge capture. Rachel assesses the overall health and capabilities of an organization's revenue cycle functions as well as develops coding compliance and documentation improvement strategies for both hospitals and medical group practices. She provides internal coding compliance and charge capture assistance to improve coding and charge accuracy.

Deyon Suchla | Senior Manager, Revenue Cycle
Deyon is a healthcare consulting senior manager with more than 30 years of experience in the healthcare industry. She has spent 20 years in revenue cycle management with experience in hospital, clinic and long-term care operations. Deyon’s consulting and training is consistent with the compliance guidelines established by Medicare and other third-party payers for both UB-04 and CMS-1500 claims billing.

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Thursday, April 20, 2023 | 10:45 a.m. – 11:45 a.m. CDT

DO'S DON’TS AND WHOOPS OF CONSTRUCTION AND REDESIGN PROJECTS

Session Overview  
This presentation will cover the process management related to construction and redesign projects of all sizes. The session will include detailed examples of things to consider and implement, items to avoid, and how to minimize the risks of redoing a project.

Learning Objectives  

• Identify strategies and processes for navigating construction and redesign projects.
• Recognize detailed actions to consider and to avoid in creating an efficient process for construction management.
• Discuss the importance of prioritizing “function” in your project.

Speakers:  
Traci Rabine | Senior Manager, Healthcare Consulting
Traci has more than 20 years of experience in healthcare leadership, construction management, clinic and hospital operations and revenue cycle. She spent most of her career as a Vice President at an 81-bed hospital and multi-specialty clinic. She is passionate about helping organizations succeed through implementing and managing efficient processes, growth, and engaging and involving staff.

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Thursday, April 20, 2023 | 12:45 p.m. – 2:00 p.m. CDT

USING DATA ANALYTICS FOR AN EFFECTIVE DENIALS PREVENTION AND MANAGEMENT PROGRAM

Session Overview  
The adage “Prevention is better than cure” can easily be applied to claim denials. Healthcare organizations lose billions of dollars due to denied claims with over 80% claims denied due to preventable reasons. An effective denial prevention program gets to the root cause to prevent the issue from recurring in the future.

Learning Objectives  

• Implement an effective denials prevention and management program.
• Determine the best practices around denials identification and prevention
• Explore how data analytics can optimize the denials management process/approach

Speakers:  
Rochelle Dahmen, CSBI | Senior Manager, Revenue Cycle
Rochelle is the Revenue Cycle Manager for Eide Bailly. She has 20 years of health care experience, including more than three years at Blue Cross Blue Shield of Minnesota and more than 15 years working in multiple health care organizations across the country. Specializing in revenue cycle and technology implementations, she has assisted health systems throughout the country with denials management, chargemaster assessments, compliance reviews, charge capture improvements, as well as electronic health record implementations, conversions and optimizations. Rochelle brings strong analytical skills and a thorough understanding of the revenue cycle that allow her to quickly identify issues and create solutions to improve revenue cycle performance.

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Thursday, April 20, 2023 | 2:15 p.m. – 3:15 p.m. CDT

PAIN MANAGEMENT SERVICES IN CRITICAL ACCESS HOSPITALS: WHAT TO CONSIDER

Session Overview  
We have seen an increase in CAHs offering pain management services to their patients. This session will discuss considerations for your organization covering: where the patients will come from, front end work, documentation, through back-end billing.

Learning Objectives  

• Discuss operational considerations when setting up or currently offering pain management services to patients.
• List the best practices for establishing and capturing revenue for these services.
• Assess the challenges organizations face when offering these services.

Speaker:  
Ralph Llewellyn, CPA, CHFP | Partner-in-Charge of Critical Access Hospitals
Ralph has more than 30 years of experience in healthcare finance, leadership, reimbursement, and operations. He began his healthcare career as a hospital CFO for a 49-bed hospital with a 116-bed nursing home. Ralph has been with Eide Bailly for 25 years and is currently the Partner-in-Charge of Critical Access Hospitals and Healthcare Consulting. He assists providers by developing solutions focusing on cost report reimbursement, chargemaster development, billing compliance, operations leadership, organizational structure, process flow, use of business intelligence tools and board education.

Joy Krush, RHIT, CCS, CCS-P, CDIP | Senior Manager, Revenue Cycle
Joy has more than 30 years of experience in healthcare revenue cycle. She worked at a healthcare facility in health information with emphasis on coding, denial management, compliance, documentation improvement and chargemaster. For the past four years with Eide Bailly she has worked with clients on coding and clinical documentation reviews, revenue cycle assessments, and chargemaster reviews and implementation. Joy is involved in AHIMA and NDHIMA and currently is a member of AHIMA Revenue Cycle Practice Management Council.

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Thursday, April 20, 2023 | 3:30p.m. – 4:30 p.m. CDT

KEYNOTE SPEAKER - Turning a Setback Into a Comeback by Ron Gustafson

Session Overview  
Raised on a farm in Lyons, Nebraska, Ron ‘Gus’ Gustafson was a standout basketball player in high school in spite of having lost his right arm and shoulder in a tragic childhood farm accident. After a knee injury ended his collegiate basketball career, he was devastated. But, once again, his faith and courage sustained him and he redirected his energies, building outstanding academic and business careers. Gus is Founder and President of Ron Gustafson – My Story, located in Omaha, Nebraska. He and his wife, Julie, have three children: Isaac, Josiah and Hannah.

When you face an obstacle in your life, think of Ron ‘Gus’ Gustafson. Gus battled for his life at age nine following a tractor accident that took his right arm and shoulder and crushed his right leg. In spite of his injury, he was determined to excel in athletics. He played varsity basketball (Honorable Mention, All-State) and earned the respect of the coach who once said he’d never make the team. For Gus, each setback has presented an opportunity to grow. Today, Gus is a remarkable motivator. To experience his message is to lose all self-doubt and to find the strength to succeed. He’ll show you how, with three simple keys: Process the garbage in your life; Never give up; and Have the courage to face the next challenge.

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Friday, April 21, 2023 | 8:00 a.m. – 9:00 a.m. CDT

THE LATEST IN MEDICARE PROVIDER ENROLLMENT

Session Overview  
This session will provide the latest information related to compliance with the Medicare provider enrollment reporting requirements. There are a number of enrollment initiatives CMS has delayed during the PHE, as well as, new initiatives CMS has been working on. Cashflow delays, missed effective dates, deactivations, gaps in billing, or at worst, revocation of billing privileges can be a result of in-action or non-compliance with Medicare’s enrollment regulations. Make sure your organization is prepared to act on these items as they are implemented/reimplemented.

Learning Objectives  

• Describe processes that will prepare you for changes as a result of the end of the PHE. This can include loss of blanket waivers, reimplementation of effective date policies, full implementation of revalidation requests, etc.
• Summarize the Medicare Program Integrity Enhancements as a result of the CMS-6058-FC final rule and additional reporting requirements, background checks, etc. which may be requested
• Analyze the new PECOS 2.0 platform slated to be implemented in 2023 and how it will change how you report updates.

Speaker:
Gretchin Heckenlively, CPA | Partner
Gretchin Heckenlively has over 25 years of experience in healthcare, both in public accounting and as the Chief Financial Officer of a hospital. Gretchin’s primary focus is Medicare and Medicaid provider enrollment, Medicare provider-based issues, licensure and reimbursement, serving clients of all sizes and in all markets across the United States. Her previous experience in healthcare audit and Medicare cost report preparation for both CAHs and PPS hospitals is extremely valuable in determining the financial impact of operational changes requiring enrollment services. Gretchin also serves as one of the primary speakers at the National Medicare Provider Enrollment Compliance Conference held annually, as well as the CMS Central Office PECOS Focus Group and the CMS Central Office Provider Compliance Focus Group.

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Friday, April 21, 2023 | 8:00 a.m. – 9:15 a.m. CDT

WHAT IS GOING ON IN THE WORLD OF 340B?

Session Overview  
The 340B Program has been subject to significant changes and challenges by drug manufacturers who are apparently no longer playing by the rules. We will review recent legislative and various court decisions related to the 340B Program as well as other discussions happening in Washington D. C. We will also discuss the past few years of HRSA audits to identify common findings to assist covered entities in making necessary changes now, before HRSA arrives. In order to assist covered entities in documenting their internal audits of the 340B Program, we will discuss best practices for those audits as well as documenting the results and resolutions of issues, which is key if HRSA were to conduct an audit or if a covered entity needs to report a material breach.

Learning Objectives  

• Summarize recent legislative and various court decisions related to the 340B Program, specifically as it relates to the actions of several drug manufacturers either discontinuing providing 340B drugs to contract pharmacies or requesting additional information from covered entities.
• Examine the results of HRSA 340B audits over the past few years and identify common themes in the findings to help covered entities make necessary changes to their 340B Programs.
• Formulate best practices in 340B internal audits and help covered entities improve documentation of their internal audits as well as improve tracking of findings from discovery to resolution

Speakers:
Renee Gravalin, CPA | Partner
Renee Gravalin has nearly 35 years of experience in public accounting, substantially all of that in the healthcare and nonprofit industries. Renee conducts financial statement audits and reviews as well as single audits and provides a variety of consulting services, including being a leader in Eide Bailly’s 340B practice. Renee leads a team that conducts 340B Compliance Reviews and other consulting related to the 340B Program. Renee is a past member of the AICPA’s Healthcare Expert Panel and still participates in that group as an Interested Party. She is also a member of Eide Bailly’s Healthcare Technical Issues Committee. Renee presents often on a variety of topics including accounting, auditing, and the 340B Program

Shane Caslavka, Pharm D | Manager
Shane Caslavka is a licensed pharmacist and also has a Master’s of Business Administration. Shane helps clients with pharmacy financial, operational, and industry issues. He works with clients in areas such as the 340B Program, staffing analysis, pharmacy pricing, pharmacy benefit manager audits, and internal audits. He provides expertise on existing and emerging regulations, laws, and issues as he develops new solutions based on organizational needs.

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Friday, April 21, 2023 | 9:30 a.m. – 10:30 a.m. CDT

USING RPA AND ANALYTICS FOR FINANCIAL EXCELLENCE IN HEALTHCARE

Session Overview  
The tech industry is full of buzz words. By understanding the technology available and what problems they are designed to solve, you’ll know what technology investments make sense and realize a better return on the investments you choose to make. From hours in a day to resources available, Intelligent Automation and Analytics help skilled resources focus on what’s important.

Learning Objectives  

• Define “intelligent automation” and “data analytics”
• Explore the importance of digital transformation
• Identify the technologies/tools available to leverage for automation and analytics
• Assess how RPA and Analytics can be practically leveraged in your organization to increase efficiency

Speaker:
Rochelle Dahmen | Senior Manager, Healthcare Revenue Cycle Consulting
Rochelle is the Revenue Cycle Manager for Eide Bailly. She has 20 years of health care experience, including more than three years at Blue Cross Blue Shield of Minnesota and more than 15 years working in multiple health care organizations across the country. Specializing in revenue cycle and technology implementations, she has assisted health systems throughout the country with denials management, chargemaster assessments, compliance reviews, charge capture improvements, as well as electronic health record implementations, conversions and optimizations. Rochelle brings strong analytical skills and a thorough understanding of the revenue cycle that allow her to quickly identify issues and create solutions to improve revenue cycle performance.

Nick Mortensen | Principal, Technology Consulting
Nick is the practice Lead over the Business Process Automation and Optimization team at Eide Bailly Technology Consulting. After receiving his Master's in Information Systems Management from Brigham Young University, he dove straight into business and technical consulting. With over a hundred projects under his belt as a project lead or technical architect, he has developed a deep passion for what he does. His team utilizes a suite of tools to optimize business processes and automate menial and complex tasks, leaving humans to do what humans do best. By striving to understand your business first, his team of consultants will ensure your automation solutions deliver a quick return on investment while marching you towards your larger digital transformation goals.

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Friday, April 21, 2023 | 9:30 a.m. – 10:30 a.m. CDT

STRATEGY – HOW TO BE DIFFERENT

Session Overview  
This presentation will cover how to think of strategies for your organization in a different way. The session will include examples of how to make sure you are adding value, understanding the important role culture plays in strategy and examples of strategies you may not have explored.

Learning Objectives  

• Formulate strategies that add value
• Explain the importance systems play on achieving goals and implementing strategies
• Discuss the relationship between culture and strategy
• Explore “different” strategies such as the untapped reimbursement potential related to financial assets

Speaker:
Ralph Llewellyn, CPA, CHFP | Partner-In-Charge of Critical Access Hospitals
Ralph has more than 30 years of experience in healthcare finance, leadership, reimbursement and operations. He began his healthcare career as a hospital CFO for a 49-bed hospital with a 116-bed nursing home. Ralph has been with Eide Bailly for more than 25 years and is currently the Partner-in-Charge of Critical Access Hospitals and Healthcare Consulting. He assists providers by developing solutions focusing on cost report reimbursement, billing compliance, operations leadership, process flow, use of business intelligence tools and board education.

Traci Rabine | Senior Manager, Healthcare Consulting
Traci has more than 20 years of experience in healthcare leadership, construction management, clinic and hospital operations and revenue cycle. She spent most of her career as a Vice President at an 81-bed hospital and multi-specialty clinic. She is passionate about helping organizations succeed through implementing and managing efficient processes, growth, and engaging and involving staff.

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Friday, April 21, 2023 | 10:45 a.m. – 11:45 a.m. CDT

CFO Roundtable

Session Overview  
The challenges of a CAH CFO are immense and ever changing. And identifying new opportunities to enhanced financial performance can be hard to accomplish. Hearing from other leaders can allow us to learn from the experiences of others. In this session, we will explore current hot topics that CFOs are dealing with. They will share their thoughts and lessons learned along the way.

Learning Objectives  

• Identify issues creating challenges and opportunities for CFOs.
• Demonstrate how other CFOs have addressed these challenges and opportunities.
• List the lessons learned along the way.

Speaker:
Ralph Llewellyn, CPA, CHFP | Partner-In-Charge of Critical Access Hospitals
Ralph has more than 30 years of experience in healthcare finance, leadership, reimbursement and operations. He began his healthcare career as a hospital CFO for a 49-bed hospital with a 116-bed nursing home. Ralph has been with Eide Bailly for more than 25 years and is currently the Partner-in-Charge of Critical Access Hospitals and Healthcare Consulting. He assists providers by developing solutions focusing on cost report reimbursement, billing compliance, operations leadership, process flow, use of business intelligence tools and board education.

Teresa Mallet, MHA, Chief Financial Officer | Madison Regional Health System
Teresa has worked at the Madison Regional Health System in Madison, South Dakota, for nearly 19 years. MRHS is an independent critical access hospital with a provider-based clinic with 12 physicians and APPs. Over her career, Teresa has worked with Eide Bailly on several revenue cycle performance improvement projects including chargemaster reviews, chart audits, cost report analysis, and clinical documentation improvement projects. Teresa is involved with the South Dakota HFMA chapter and currently serves on two counsels for the South Dakota Association of Healthcare Organizations.

Greg Polzin, Chief Financial Officer | Iowa Specialty Hospitals & Clinics
Greg Polzin became the CFO of the Iowa Specialty Hospitals and Clinics system in 2012. Prior to this, in 2007 he was the Chief Financial Officer at Iowa Specialty Hospital – Belmond. Mr. Polzin earned his bachelor degree in accounting from the University of Northern Iowa and worked as a certified public accountant prior to working in private industry. Before becoming the CFO of Iowa Specialty Hospital – Belmond he worked in public accounting with a focus on audit and tax work for various industries. He has served on many committees and boards throughout his tenure regarding healthcare in rural Iowa. Greg is also a member of the Iowa chapter of Healthcare Financial Management Association.

Abbey Stangl, Chief Financial Officer, CPA, MBA, FHMA | Cass Health
Abbey joined Cass Health in March 2015 as the Chief Financial Officer. She holds a Bachelor of Science in Accounting and a Bachelor of Science in Finance (both with honors) from Iowa State University, and she earned a master’s degree in business administration from University of Phoenix. She started her career in public accounting and earned her CPA designation in 2006. After changing industries to healthcare, she now has more than 16 years of experience in healthcare administration as a CFO.

Abbey is actively involved with the Healthcare Financial Management Association (HFMA) at state, regional, and national levels and is a past president of the Iowa Chapter. She holds distinction as a Fellow of HFMA and has earned the Founder’s Medal of Honor Award. Abbey serves on the Iowa Hospital Association Council on Health Information and Medicaid Financing Workgroup. Abbey is a member of the American College of Healthcare Executives, the American Institute of Certified Public Accountants (AICPA), and the Iowa Society of Certified Public Accountants. Abbey enjoys volunteering in her community and is a board member of several local non-profit organizations.

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CPE

CPE Credits: 14.5
Field of Study: Specialized Knowledge & Applications, Personal Development
Level of Knowledge: Intermediate
Delivery Method: Group-Live

Additional Information: This is a Group-Live Training. No prerequisites or advanced preparation required. For information regarding refund, complaint, and program cancellation policies, please contact Amy DeGeorge - adegeorge@eidebailly.com.