August 30 – September 1, 2016The Saratoga Hilton, Saratoga Springs

FINANCIAL MANAGERS ANNUAL CONFERENCE

BE THE DIFFERENCE

For registration questions and concerns, please contact Michelle Mahoney at mmahoney@leadingageny.org or 518.867.8385, ext. 154.

Registration is now online! Click here to register.

LeadingAge NY LeadingAge NY Member Member Non-Member On/Before Aug. 9 After Aug. 9Pre-Conference Intensive (Aug. 30) $169 $199 $249Conference (Aug. 30 – Sept. 1) $599 $649 $725

LeadingAge New York members: To take advantage of the early bird registration offer and save up to $80, your registration must be completed and payment received on or before Aug. 9.

Payment in full must be received by Aug. 30 for all conference registrations to ensure your entry to the conference.

Cancellations received by Aug. 23 are refundable, less a 25 percent administrative fee. After that, the fee will not be refunded. Cancellations must be sent in writing to Michelle Mahoney at mmahoney@leadingageny.org or fax: 518.867.8386. Those who are registered and do not comply with the cancellation policy will be billed.

Registration Information Registration fees:

FINANCIAL MANAGERS ANNUAL CONFERENCE 8/30 – 9/1/16 THE SARATOGA HILTON, SARATOGA SPRINGS

7.7.16p | 2

YOUexpand the world of possibilities for aging every day – making a difference in the lives of thousands of people

in long term care across the state. YOUhave shown an outstanding dedication to enhancing their lives so that they

may thrive as they age. Join your peers for an exceptional education experience to explore how YOU and your

organization can continue to excel and “Be the DIFFERENCE.”

YOUThe DIFFERENCE is

Your peers will be attending ... don’t miss out!Network with over 100 chief financial officers, directors of finance and other top decision makers from across the state. Hear from presenters who will share the latest information on financing, cash flow, reimbursement and repositioning for success, leading your organization toward financial stability.

FINANCIAL MANAGERS ANNUAL CONFERENCE 8/30 – 9/1/16 THE SARATOGA HILTON, SARATOGA SPRINGS

7.7.16p | 3

To reserve a room, go to:

https://resweb.passkey.com/go/FinancialManagers2016

Hotel AccommodationsThe Saratoga Hilton534 Broadway, Saratoga Springs, NY518.584.4000 Rate: $185 per night Single or Double for LeadingAge New York conference attendees between Aug. 27 and Sept. 2, 2016, based on availability.

Hotel reservation deadline: Aug. 3Check-in: 4 p.m.\Check-out: 11 a.m.

Get admission tickets to the clubhouse ($8) or the grandstand

($5). For general information about Saratoga Springs events and

attractions, visit www.discoversaratoga.org.

Historic Saratoga Race Course Meet Runs Through Sept. 5

Photo by Carl Heilmann II

Many Thanks to the Conference Advisory Committee: Jason Beckwith, chief financial officer, Lutheran Social Services Group, Inc.

Shelly Amato, chief financial officer/assistant administrator, The Wesley Community

Darius Kirstein, director of financial policy and analysis, LeadingAge New York, Latham

Karen Lipson, executive vice president for innovation strategies, LeadingAge New York, Latham

Accreditation This conference is sponsored by the Foundation for Long Term Care (FLTC). The FLTC is a certified sponsor of professional continuing education with the National Association of Boards of Examiners for Long Term Care Administrators (NAB). This conference has been submitted for 16.75 hours of continuing education credit for nursing home administrators under its sponsor agreement with NAB/NCERS. State licensure boards, however, have final authority on the acceptance of individual courses. This conference has been approved for 16.5 hours of continuing education credit for certified public accountants. A certificate of completion for up to 6.75 hours will be sent to adult care facility and assisted living administrators after verification of hours attended.

Session materials are only accessible on our website. Materials are posted to the website when we receive them from the presenters. Before the conference, you will receive a link to the materials to download to your laptop or mobile device. You will have access to all session materials, not just the sessions you attend. Not every session has a handout. Materials will remain on our website after the conference for your reference.

FINANCIAL MANAGERS ANNUAL CONFERENCE 8/30 – 9/1/16 THE SARATOGA HILTON, SARATOGA SPRINGS

7.7.16p | 4

PRE-CONFERENCE 8 a.m.Pre-Conference registration 8:45 a.m. – noon Transformation Strategies – Repositioning for SuccessSponsored by:

Federal and State health care reform initiatives continue to mature and will have an increasing impact on post-acute providers in the years to come. From mandatory managed care enrollment and “care management for all” to “pay for performance” and Medicare and Medicaid Value-Based Payment, nursing home and home care providers will need to evolve in order to sustain operations. These reforms cannot be managed incrementally; they require a comprehensive view of clinical and financial operations in a payment system that will support and reward efficiency and quality.

In this session we will review key steps providers can take to begin the process of repositioning operations and programs, along with strategies that will help competitive positioning and preferred provider status.

Koy Dever, principal; Steven Herbst, director of managed care; Anna Rizzo, principal; Loeb & Troper LLP, New York City

CONFERENCE BEGINS

11 a.m. – noonRegistration

Noon – 1 p.m.

Lunch

1 – 2:30 p.m. Don’t End Up in a Jam: Ensure Your Nursing Home is Ready for PBJCatch up with the latest on the Payroll-Based Journal (PBJ) reporting requirement. Our presenter will share what providers should be doing to make sure their staffing data is PBJ ready, how to have an appropriate audit trail for contractor and agency staff and what they need to be prepared for the first mandatory submission in November.

Don Feige, chief executive officer, ezPBJ, Rochester

2:30 – 2:45 p.m.Break

2:45 – 4:15 p.m.What Does the World Look Like Through the Eyes of an MLTC Plan?

Sponsored by:

Get invaluable insight into how the State’s long term care system looks from the perspective of a Managed Long Term Care (MLTC) plan. Top leaders of provider-based upstate and downstate plans will share vital information on how MLTC plans are reimbursed by Medicaid, describe what they value in a network provider and discuss some of their top concerns.

Kate Rolf, president/chief executive officer, VNA Homecare Options, Syracuse

Rachel Amalfitano, chief financial officer, VillageCareMAX, New York City

4:15 – 4:30 p.m.Stretch break

4:30 – 6 p.m.Concurrent sessions: 1) Managed Care Billing

Navigating down a river of cash can be as rough as rafting through white water rapids. Knowing how to safely maneuver around obstacles like sweepers, strainers, eddies and hydraulics; or as we know them…audits, authorizations, collections and denials, will help to ensure a smooth journey. Key operational and financial strategies to help prevent reimbursement delays, minimize your risk of audits and improve your cash flow will be discussed.

Andrea Hagen, director, Bonadio Receivable Solutions, LLC, Pittsford

Schedule of Events

TUESDAY, AUG. 30

FINANCIAL MANAGERS ANNUAL CONFERENCE 8/30 – 9/1/16 THE SARATOGA HILTON, SARATOGA SPRINGS

7.7.16p | 5

2) Quality Outcomes and Data Collection in a Changing Data-Driven LTC Environment

Sponsored by: TechnologySolutions, LLC

|

Until recently, data collection was primarily obtained through the MDS and impacted the facility’s 5-Star quality rating and financial performance through the NY Medicaid Nursing Home Data Quality Initiative. Upcoming changes to data collection will include hospital readmission data, specific

clinical and functional outcomes for all Medicare beneficiaries, which will affect Medicare reimbursement. We will review the current data collection process through both the MDS process and Medicare claims submission and discuss the methodology for key quality measures that will impact Medicare/Medicaid reimbursement.

The session will also include a brief demonstration of the free tools that are available for LeadingAge New York members to monitor and improve performance on quality measures that are already influencing

your organization’s revenue stream and will increasingly drive reimbursement under various alternative payment arrangements.

Joanne Jones, RN, director of clinical consulting, Loeb & Troper LLP, New York City

Kathleen Pellatt, RN, senior quality improvement analyst, EQUIP for Quality, LeadingAge New York, Latham

6 p.m.Evening on your own

Schedule of Events

TUESDAY, AUG. 30 (continued)

8 – 9 a.m.Continental breakfast in exhibit area Sponsored by: HMM9 – 10:30 a.m.Value-Based Payments (VBP) under Medicare and MedicaidWhile some VBP arrangements are still under construction, some are happening here and now and are affecting provider reimbursement. This session will explore both Medicare and Medicaid VBP with examples of initiatives that are underway. Hear how Medicare VBP initiatives, including Bundled Payments for Care Improvement (BPCI) and Comprehensive Care for Joint Replacement (CJR), are impacting providers and what is on the near horizon for all nursing homes. Learn about Medicaid VBP structures under discussion and about a leading long term care organization’s experience with alternative payment arrangements.

Michael Lewensohn, director of medical reimbursement, PKF O’Connor Davies, LLP, Harrison

Brian Ellsworth, MA, director of payment transformation, Health Dimensions Group, Higganum, CT

Jay Gormley, chief strategy and planning officer, MJHS, New York City

10:30 – 11 a.m.Coffee break in exhibit area 11 a.m. – 12:30 p.m.Concurrent sessions: 1) Building Affiliations and Joint

Ventures to Succeed Under Managed Care and Value-Based Payment: Legal and Strategic Issues

Sponsored by:

Success in a managed care and value-based payment environment increasingly demands scale, collaborations along the continuum, a robust and cost-effective administrative infrastructure, and capital to invest in information technology and new service lines. This session will discuss the advantages and disadvantages of affiliation arrangements ranging from joint ventures to MSOs, IPAs and ACOs, passive and active parent arrangements and mergers, as well as their regulatory requirements and compliance issues.

Nancy Sever, principal, Hinman Straub, Albany

Jason Beckwith, chief financial officer, Lutheran Social Services Group, Inc., Jamestown

Barry Palatas, CFO, CMS of WNY, Rochester

Marc Zimmet, president, Zimmet Healthcare Services Group, LLC, Morganville, NJ

2) Actionable Business Intelligence in This New Era of Long Term Care Delve into a case study of how one facility built an innovative integrated business intelligence, cost accounting and operational dashboard using available information from their existing IT applications. They are succeeding in effectively negotiating payer contracts and managing bundled payments, improving profitability by service line, managing labor and overtime costs, referral targeting and realizing census growth and becoming a key partner in a provider network supported by meaningful data. Learn how to expand your role from financial manager to chief value officer by harnessing key business intelligence in your facility today.

John Kropski, director, Freed Maxick CPA’s, Buffalo

WEDNESDAY, AUG. 31

FINANCIAL MANAGERS ANNUAL CONFERENCE 8/30 – 9/1/16 THE SARATOGA HILTON, SARATOGA SPRINGS

7.7.16p | 6

Schedule of Events

3) Responses to Current Financing Trends: Provider Strategies and Access to Government Loan and Grant ProgramsThis panel will provide an overview of important trends in lending and capital markets from a variety of market viewpoints, as well as potential strategies for providers to employ. Panelists will discuss traditional financing options and special funding opportunities for telemedicine and rural providers through government agencies, such as the United States Department of Agriculture Community Facilities programming. In New York State, these programs have financed rural hospital expansions and the purchase of air ambulance helicopters and vehicles for health outreach services. Join us to learn about these programs that can benefit your organization.

Nancy Sciocchetti, Esq., senior partner and supervisor, Health Law Department, O’Connell & Aronowitz, Albany

Holly Vegas, financial consultant, O’Connell & Aronowitz Healthcare Consulting Group, Albany

Lynn Bradley, vice president, Healthcare and Not-For-Profit/team leader, M&T Bank, Albany

Gretchen L. Pinkel, area specialist rural development, U.S. Department of Agriculture, Greenwich

12:30 – 2 p.m.Lunch with exhibitorsOne sponsored by:

2 – 3 p.m.Concurrent sessions: 1) Keeping Your Organization Grounded

in the Whirlwind of Regulatory Change in Wage and HourSponsored by:

HRServicesINSURING AGENCY, INC.

Build a strong foundation with an understanding of the latest changes in minimum wage, workers compensation, Family Medical Leave Act, Fair Labor Standards Act and overtime adjustments. Get the information you need to assess how these changes to staffing will impact your operations and bottom line.

Joseph Dougherty, principal, Hinman Straub, Albany

2) Redesigning Post-Acute Care (PAC)

to Improve Quality, Reduce Variation and Decrease Cost

Sponsored by:

Quality and cost effectiveness are crucial to the survival and success of post-acute care providers. This session will address some of the key considerations in redesigning post-acute care services including data collection and analysis, developing care paths and niche programs, aligning with partners (hospitals, home care agencies, etc.) to drive impactful engagement and efficient interdisciplinary communication.Elizabeth Almeida-Sanborn, MS, PT, president, Preferred Therapy Solutions, Wethersfield, CT

3) Compliance Issues for Multi-Provider Collaborations: How to Spot and Avoid Potential PitfallsTake a deep dive into the compliance issues raised by collaborations among multiple providers and the value-based payment arrangements they support. This program will address how these arrangements implicate anti-self-referral (Stark), anti-kickback, gainsharing, civil monetary penalty, anti-trust and corporate practice laws. The structure of collaborations and payment arrangements to mitigate compliance risks will also be discussed.

Laurie T. Cohen, partner, Nixon Peabody, Albany 3 – 3:30 p.m.Break in exhibit area 3:30 – 5 p.m.Concurrent sessions: 1) Lessons Learned Implementing

Bundled PaymentsMedicare has been experimenting with bundled payments for a number of years and these arrangements have increasingly included long term care providers. In this session we will delve into the Bundled Payment for Care Improvement (BPCI) world and hear about provider experiences with this model and the lessons they have learned.

Brian Ellsworth, MA, director of payment transformation, Health Dimensions Group, Higganum, CT

Stephen Schumann, director of business development, Parker Jewish Institute for Health Care and Rehabilitation, New Hyde Park

WEDNESDAY, AUG. 31 (continued)

AdditionalConference Sponsors:

FINANCIAL MANAGERS ANNUAL CONFERENCE 8/30 – 9/1/16 THE SARATOGA HILTON, SARATOGA SPRINGS

7.7.16p | 7

2) Striking the Right Balance: Maintaining Strategic Long Term Partnerships Versus Financial StabilityDeclining census numbers will continue to trouble post-acute care facilities, not just because more patients are being discharged from the acute care setting directly to home. Demands for decreased length of stay and the associated rapid turnover of sub-acute services makes it very difficult for PAC operators to maintain consistent census, which is dramatically dependent on whether PAC facilities are chosen as “preferred providers” by regional ACOs/hospital systems/physician groups. Join HealthPRO’s senior vice president of clinical strategy for this compelling, interactive discussion focusing on how PAC operators can successfully balance providing quality

care, meeting patients’ needs and aligning with the rigorous requirements of VBPs, while remaining financially viable.

Hilary Forman, senior vice president of clinical strategies, HealthPRO Rehabilitation, New York City

3) What’s New in the World of MDS for 2017?Sponsored by:

Providing the solutions you need...for the results you want.

This session will review the upcoming changes in the MDS process for FY 2017 that will be effective Oct. 1, 2016, the biggest since the inception of MDS 3.0. The addition of Section GG brings with it new language, new assistance guidelines for staff support and a new coding scale. This section has the potential to impact

Medicare coverage for rehabilitation services. Are you ready?

Michelle Synakowski, director of ProCare, LeadingAge New York, Latham

5:30 – 6:30 p.m. Party on the Patio

Sponsored by: Kick off your evening and join your colleagues for our end of summer reception. Unwind in a casual atmosphere for great networking while enjoying light hors d’oeuvres and complementary beer, wine and soft drinks.

THURSDAY, SEPT. 1

Schedule of Events

WEDNESDAY, AUG. 31 (continued)

7:30 – 8:30 a.m.Networking Breakfast (billing software user groups) Sponsored by:

8:30 – 9:30 a.m.LeadingAge New York Reimbursement Update Sponsored by:

The way that the Medicaid and Medicare systems reimburse long term care providers continues to evolve and the array of new initiatives can be dizzying. At the same time, providers must continue to track traditional rate issues. This session will briefly review key considerations

regarding new initiatives, discuss the latest developments in Medicare and Medicaid rates and discuss other reimbursement dynamics providers need to know.

Darius Kirstein, director of financial policy and analysis, LeadingAge New York, Latham 9:30 – 10 a.m.Refreshment break in exhibit area 10 – 11:15 a.m.Innovation in ReimbursementThis session will summarize concepts presented during the conference and provide practical guidance regarding what you need to be doing for organizational survival in this alternative payment environment.

Marc Zimmet, president, Zimmet Healthcare Services Group, LLC, Morganville, NJ

11:15 – 11:30 a.m.Stretch break 11:30 a.m. – 1 p.m.Managing Cash Flow in a Managed Care World Even as new payment models are being developed, state-calculated benchmark rates remain the reimbursement standard for most nursing homes. However, under managed care payment timing and mechanics differ and can present new challenges. This session will review the benchmark rate to help participants ensure they understand the components and know how to review and correct their capital rate while also providing insights on managing cash flow in this new payment environment.

Christopher J. McCarthy; CPA, partner; Dorothea Russo, CPA, partner, PKF O’Connor Davies, LLP, Harrison