Health Care Industry Conference

2015 Health Care Industry Conference San Francisco and WebcastApril 28, 2015

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Overview:

The health care industry in the United States continues to march on its evolutionary path. The future of health care will be influenced by political, economic, and legislative challenges. The 2015 Health Care Conference will be a dynamic and engaging event that will cover timely and emerging hot topics in order to advise client-serving CPAs and business and industry professionals on key issues facing the industry. Learn from seasoned professionals and industry experts as they share their experiences and thoughts about the future and best practices they’ve implemented to improve bottom line results. Lunch is provided for San Francisco conference attendees.

Designed for: CPAs, and financial and health care professionals.

Credit Information:

CPE: 8 hours

CONFERENCE OVERVIEW

Welcome and Introductions

The Role of Specialty Health in the New World of Health Care Reform

ACA 2015 and Beyond

Break

Emerging Issues in Regulatory Compliance and Enterprise Risk Management

Lunch (Plated lunch provided)

CFO Round Table Discussion

Information Technology: Challenges and Opportunities

Break

Employer Reporting and Penalty Provisions of the ACA

What’s New in Medical Technology

Adjourn

AGENDA {AT-A-GLANCE}

01:50

02:45

03:45

04:30

08:30

08:35

09:20

10:25

11:40

10:15

12:35

02:35

2015 HEALTH CARE INDUSTRY CONFERENCEApril 28 Hyatt Regency Embarcadero SAN FRANCISCO & WEBCAST

Patricia Cochran, CPA, CGMA Conference Co-ChairGovernance ConsultantRetired CFO, VSP Vision Care

Okorie L. Ramsey, CPA, PMP, CGMA Conference Co-ChairKaiser Permanente

Jennifer Aras, CPA Crowe Horwath LLP

Gregory M. Burke, CPA John Waddell & Co. CPAs

Brian Patrick Conner, CPA Moss Adams LLP

Anjela V. DeRosa, CPA Moss Adams LLP

Ron Lang, CMA Group Insurance Trust of California Society of CPAs

B. Renee Ordeneaux, CPA RBZ LLP

Walt Tchirkine, CPA RINA accountancy corporation

Lannie Tonnu, CPA, MBA, CGMA Children’s Hospital Los Angeles

Conference Planning Committee

Hyatt Regency Embarcadero5 Embarcadero Center, San Francisco

Special thanks to our Silver sponsor

Moss Adamsmossadams.com

08:30

08:35

09:20

10:15

10:20 01:50

02:35

02:45

03:45

04:30

11:40

Welcome and IntroductionsPatricia Cochran, CPA, CGMAConference Co-ChairGovernance Consultant Retired CFO, VSP Vision Care

Okorie L. Ramsey, CPA, PMP, CGMA Conference Co-ChairVice President, Finance Compliance OfficerKaiser Permanente

The Role of Specialty Health in the New World of Health Care ReformRob LynchPresident and CEO VSP Vision Care

ACA 2015 and Beyond• The “future” of ACA• Health plan compliance techniquesRon Lang, CMAChief Executive OfficerGroup Insurance Trust of the California Society of CPAs

Break

Emerging Issues in Regulatory Compliance and Enterprise Risk Management • Considerations and impact of final regulations

on 501r • National Association of Insurance Commissioners

ORSA Summary Report • Regulatory scrutiny of health care organizations • Risk assessment procedures, process improvement,

audits • Fraud scheme detection and risk mitigationSheryl VaccaUniversity of California, Office of the President

Okorie L. Ramsey, CPA, PMP, CGMA Vice President, Finance Compliance Officer and SOXKaiser Permanente

Scott Gerard, CPASenior Vice President, AuditCHAN Healthcare

Lunch (Plated lunch provided)

CFO Round Table Discussion• Demands on health care professionals• Preparation for pandemic crisis: hospital

preparation, economics• Mergers, costs, integration, savings• Quality, measuring outcome, tying to

financial performance• Financial risk: Fee for service vs. risk-based

reimbursement models, including managed careModerator:Patricia Cochran, CPA, CGMAGovernance Consultant Retired CFO, VSP Vision Care

Panelists:Gerard BajadaVice President of Financial ServicesKaiser PermanenteRichard SooHoo, MBAChief Financial OfficerSutter Medical Center

Lannie Tonnu, CPA, MBA, CGMAChief Financial OfficerChildren’s Hospital Los Angeles

Information Technology: Challengesand Opportunities• Privacy and data security• Credit card compliance• Electronic medical records• ICD-10–October 2015 implementation

and integration/cost-benefit

Patrick S. SteeleRetired Executive Vice President and CIO, Delta Dental of CABoard Member, Dignity Health

Break

Employer Reporting and Penalty Provisions of the ACA • Complying with Section 6056• Large employer reporting• Employer penalty provisions in Section 4980H

Christopher C. Bell, CPAMoss Adams LLP

What’s New in Medical Technology • Imagine care anywhere, enabled by the future

of technology • Focus on the future of how Medicare members

might receive care

Daniel R. Weberg, Ph.D., MHI, RNDirector, Nursing InnovationKaiser Permanente

Adjourn

SESSIONDETAILS

12:35

REGISTER ONLINE www.calcpa.org

Conference RegistrationApril 28, 2015 | San Francisco | 5141280AMember $325 l Nonmember $425 l VP $0 l Coupon $0

Webcast RegistrationApril 28, 2015 | Webcast | 5141280BMember $325 l Nonmember $425 l VP $0 l Coupon $0

Discount ProgramsSave hundreds with Value-Priced Education(VPE) and Coupons.

VPE 80 $1,295 CalCPA MemberVPE 40 $795 CalCPA MemberVPE 24 $675 CalCPA MemberCoupon 10 $2,495 CalCPA Member

Learn more about discount programs (800) 922-5272 or www.calcpa.org/discount.

ContactCalCPA Education FoundationP.O. Box 45066San Francisco, CA 94145-0066(800) 922-5272Fax (888) 868-8558calcpa.org

Materials for this conference are provided in PDF format. Three business days

before the conference, they will be accessible via calcpa.org/MyEvents.

Registration PolicyAll registrations are taken on a first-come, first served basis. The CalCPA Education Foundationreserves the right to refuse admission to anyindividual whose behavior it deems inappropriate.

Cancellation PolicyIf you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.

VPE no-shows will have the number of registered CPE hours deducted from their VPE credit.

Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies.

Note: Topics and speakers are subject to change.For up-to-date information, please go to calcpa.org.

CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a

sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.