2016 Gerry Haggerty Annual Leadership Institute

2016 Gerry Haggerty Annual Leadership Institute
Navigating the Future of Healthcare
May 18 – 20, 2016
The Lodge at Geneva-On-The-Lake
Exhibit Hall Hours
WEDNESDAY
7:30am – 8:30pm
Registration/Breakfast/Vendor Fair
10:30am – 11:00am
Break/Vendor Fair
12:00pm – 1:00pm
Lunch/Vendor Fair
2:00pm – 2:30pm
Break/Vendor Fair
4:30pm – 5:30pm
Vendor Roundtable Discussion
THURSDAY
7:15am – 8:00am
Registration/Breakfast/Vendor Fair
10:00am – 10:30am
Break/Vendor Fair
11:30am – 12:30pm
Officer Installation Lunch/Vendor Fair
2:30pm – 3:00pm
Break/Vendor Fair
6:45pm
Vendor Raffle
FRIDAY
7:00am – 7:30am
Registration/Breakfast/Vendor Fair
9:00am – 9:30am
Break/Vendor Fair
QUESTIONS?
Sponsorship/Exhibiting: Brianna Ashley at [email protected]
Registration: Misty Blaylock at [email protected]
Golf: Jimmy Favazzo at [email protected]
Spa: Andrea 440.466.7668, ext. 3 or Barb French at [email protected]
Miscellaneous: Michelle Earich at [email protected] or 216-525-2200 ext. 240
2016 Gerry Haggerty Annual Leadership Institute
Navigating the Future of Healthcare
WEDNESDAY
Agenda At-a-Glance
Wednesday
7:30am – 8:30am
Registration/Breakfast/Vendor Fair [Exhibit Hall]
8:30am – 9:30am
Strategies for the Future: HFMA's Revenue Cycle Initiatives
Sandra J Wolfskill, FHFMA – Director, Healthcare Finance Policy, Revenue Cycle MAP –
HFMA National
9:30am – 10:30am
Pathways to the Patient Experience Journey
Sara Lehman Laskey, MD – VP and Chief Experience Officer – The MetroHealth System
10:30am – 11:00am
Break/Vendor Fair [Exhibit Hall]
11:00am – 12:00pm
Legal Issues Presented By Evolving Health Care Strategies For Providers
Thomas J. Onusko – Senior Counsel – Bricker & Eckler LLP
12:00pm – 1:00pm
Lunch/Vendor Fair [Exhibit Hall]
1:00pm – 2:00pm
Redefining Employee Engagement
Kristy Frieden – President – Positive Performance Solutions
2:00pm – 2:30pm
Break/Vendor Fair [Exhibit Hall]
2:30pm – 3:30pm
Where Does it Hurt?
Greg Blate – Managing Director – Veritas Solutions Group LLC.
3:30pm – 4:30pm
The Future of Healthcare
JB Silvers, PhD - John R Mannix Professor of Health Finance – Weatherhead School of
Mgt, Case Western Reserve Univ
4:30pm – 5:30pm
Vendor Roundtable and Reception [Exhibit Hall]
Grab a cocktail, a bite to eat and join us in the Exhibit Hall for our Vendor Roundtable
discussion; here you will be educated on how our Chapter Partners can help you
Navigate the Future of Healthcare.
5:30pm - 8:30pm
Wine Tasting – Laurentia Vineyards – Sponsored by JP Recovery Services, Inc.
Transportation will be provided to and from the event. We will leave the hotel at 5:30pm
for a 20 minute drive to the Vineyard. There you will be able to participate in a formal
wine tasting or spend some time casually sampling the wines and enjoy the food! We will
depart from Laurentia at 8:00pm sharp and head back to the hotel for additional fun!
8:30pm – 11:00pm
HFMA: 8.0 credits
OSCPA: 8.4 credits
Cornhole Tournament and Campfire – Sponsored by The Wellington Group
Join us around the campfire and test your Cornhole skills. If the Ohio weather does not
cooperate, we have made arrangements for an indoor tournament as well as additional
activities.
2016 Gerry Haggerty Annual Leadership Institute
Navigating the Future of Healthcare
THURSDAY
Agenda At-a-Glance
Thursday
7:15am – 8:00am
Registration/Breakfast/Vendor Fair
8:00am – 9:00am
"I Once Caught a Phish this Big!"
Chris Voller, OSCP, CEH – IT Security Architect – University Hospitals
9:00am – 10:00am
Mastering the Mandatory Elements of Reform - Leave No Money on the Table
Walter D. Coleman – Manager, Healthcare Reform – DHG Healthcare
10:00am – 10:30am
Break/Vendor Fair [Exhibit Hall]
10:30am – 11:30am
Creating a Culture of Health - One University's Experience
Elizabeth Click, ND, RN, CWP – Medical Director – Case Western Reserve University
11:30am – 12:30pm
Lunch/Officer Installation/Vendor Fair [Exhibit Hall] – Sponsored by Bruner Cox, LLP.
12:30pm – 1:30pm
Avoiding Insanity by Disrupting the Status Quo: Let’s “DoIT” together.
Aaron Loyd – Senior Director, DORA – MetroHealth Medical Center
Rehan Waheed, MD, Sr. Director, Results Management Office, The MetroHealth System
Pamela Ziss, PhD, Senior Director, DARE, The MetroHealth System
1:30pm – 2:30pm
Modernizing Paper Remittance and Correspondence Processing
Gene Calai – Sr. Vice President, RemitMax – Quadax, Inc.
2:30pm – 3:00pm
Break/Vendor Fair [Exhibit Hall]
3:00pm – 4:30pm
Managing Employer Risks and Achieving Compliance:
A Workshop on What to Do, Not Just What to Avoid
Amanda L. Waesch, Esq. – Brennan, Manna & Diamond, LLC.
4:30pm – 5:30pm
Closer Look at Merit Based Incentive Payment System (MIPS)
Dan Clark – Health Care Consultant – RSM (formerly McGladrey)
5:30pm – 6:30pm
Vendor Raffle & Reception [Exhibit Hall] –
6:30pm – 8:00pm
Dinner [Exhibit Hall] – Sponsored by Alta Partners
8:00pm – 11:00pm
Open Bar, Entertainment & Prizes
HFMA: 8.5 credits
OSCPA: 9.0 credits
Sponsored by Aurora Healthcare Resources &
The SOS Group
At the end of cocktails we will be raffling off the vendors’ prizes, so make sure you stop
by each and every booth to learn about the great products and services our sponsors
have to offer!
NEW: Family Feud-Style Game [Exhibit Hall]
Stick around after dinner and participate in a game of “Healthcare Feud,” a live Family
Feud-style game brought to us by All About You Entertainment.
2016 Gerry Haggerty Annual Leadership Institute
Navigating the Future of Healthcare
Agenda At-a-Glance
Friday
FRIDAY
7:00am – 7:30am
Registration/Breakfast/Vendor Fair [Exhibit Hall]
7:30am – 8:00am
All About NEO HFMA
NEO HFMA Leadership
8:00am – 9:00am
The Politics of Health Care--What will the 2016 Election Mean for Health Care?
Heidi L. Gartland – VP, Government and Community Relations – University Hospitals
9:00am – 9:30am
Brunch/Vendor Fair [Exhibit Hall]
9:30am – 10:30am
Engaging Physicians for Improved Clinical Documentation and Financial Outcomes:
All Aboard!
James Begley, MD,MS – Physician Champion Medical Director – The MetroHealth System
Christina Janus, MBA, RHIA – Associate Director, ICD-10 – The MetroHealth System
10:30am – 11:30am
What Do Deodorant and Happiness Have in Common?
KEYNOTE: Robin Swoboda – Television and Radio Personality, Motivational Speaker
Sponsored by United Collections Bureau, Inc.
12:00pm – 3:00pm
Spa - Lakehouse Inn – 5654 Lake Road East, Geneva-on-the-Lake 44041
Sponsored by
Bruner Cox, LLP.
Wine and lunch will be provided! Please contact the spa directly;
Andrea 440.466.8668, ext. 3 or [email protected]. You may choose
two of the following 30 minute services:
Relaxation Massage – Mini Facial – Mini Pedicure – Traditional Manicure
-OR12:00pm - TBD
Golf – Hemlock Springs Golf Club – 4654 Cork Cold Springs Road, Geneva, Ohio 44041
http://www.hemlocksprings.com/
The 18-hole scramble will tee off at 12:30pm and includes a golf cart and lunch.
We will end the outing with awards, cocktails and appetizers. Please contact
Jimmy Favazzo at [email protected] if you have a
preference on your foursome.
HFMA: 4.0 credits
OSCPA: 4.2 credits
NEO HFMA 2016 GHALI Exhibitor Information
Geneva-on-the Lake Lodge
May 18-20th, 2016
Pricing:
Pricing is based on your company’s level of corporate sponsorship to the Chapter.
Presidential/Platinum $0
Gold $250
Silver $750
Bronze $1,200
All Others $1,500
Benefits:
There are 10’ and 8’ exhibit spaces available, which include a 6’ table, 2 chairs and
electricity. You will also receive a pre-conference attendee list.
Name recognition on the NEO HFMA GHALI website, promotional materials, and on a
PowerPoint presentation running during all conference breaks.
NEW: Vendor Roundtable Discussion
Wednesday, May 18th
4:30pm – 5:30pm
Here is your chance to tell conference attendees about your products and services! At
4:30pm on Wednesday, we will head into the exhibit hall for cocktails, appetizers and
give the floor to you the vendors! You will have approximately 3-4 minutes to tell the
entire group about your company. We would also love to know what topics you would
be able to speak on, in case HFMA or any of our providers are looking for education
opportunities for their staff.
Vendor Raffle:
Each booth sponsor is eligible to bring a door prize to display at your exhibit. It is NOT a
requirement. Door prizes will be given by you, the vendor, on Thursday evening in the
Exhibit Hall before dinner. You can decide whether or not winners must be present to
accept their prize. Remember, it is not required; but if you have a door prize at your
exhibit booth, please create your own method for drawing (tickets, business cards,
etc.). When you register, Please indicate yes or no if you will be bringing a door prize so
we can remind attendees to visit your booth.
Treasure Hunt
NEO HFMA wants to help generate activity at your GHALI booth; therefore, we are
sponsoring a raffle separate from the vendor raffle explained above. Attendees will
have to complete a treasure hunt in order to be entered into the drawing…more
details to come!
Set-up/Tear Down:
Exhibit installation will be from 3:00pm to 7:00pm May 17 but must be completed by the
start of the first conference break on May 18th.
Tear down will start immediately after brunch on May 20 and must be completed by
5:00pm May 20.
Vendor Meet & Greet:
Tuesday, May 17th from 7:00 – 8:00pm. The NEO HFMA board members would like to
thank our exhibitors; please join us in the Lounge for cocktails and appetizers after
you’re done setting up your booth.
NEW – Best of the Best Booth Contest-Nautical Theme:
Compete with the Best of the Best at the 2016 GHALI!
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This unique opportunity generates extra interest and publicity for your company.
Utilize the excitement and energy of Geneva-on-the-Lake to stand out from the
competition.
Create an unforgettable experience for the attendees
Exposure, Exposure, Exposure!
The winner will be announced on Friday morning at the Closing Session. You will receive
recognition on NEO HFMA Newsletter and will receive $100.00 towards your Booth
Exhibit next year!
Judging Criteria
Your booth will be judged by members of the committee based on the following four
criteria:
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Creativity, imagination and originality for the Nautical themed conference
Use of your product, images and visuals in your booth design
Booth staff’s enthusiasm, friendliness and interaction with attendees
Overall appearance and experience
Good luck Mateys!
Booth Assignments:
The booth selection order will be determined by Corporate Sponsorship Level first and
then by date your payment was received. Prior to the event you will be contacted by a
committee member to choose from the remaining available spaces.
Registration*:
Visit http://neohfma.org/ghali/ to register online. If you would prefer to mail or fax in
your registration, please complete the form on pages 4-5.
Floorplan:
For information, contact Michelle Earich, co-chair at
[email protected]
*If you prefer to mail or fax in your registration, please
complete the form below.
2016 GHALI Sponsor and Vendor Exhibition
CLICK HERE to register online.
Company_____________________________________________________________________
Street _______________________________________________________________________
City_______________________________________ St________ Zip_____________________
Primary Contact_________________________________ Title___________________________
Primary Product/Service______________________ ___________________________________
Email_______________________________________ Phone____________________________
Payment by:
 Check
Credit Card –  MasterCard
 VISA
AMEX
Credit Card No.__________________________________ Exp Date_________________
Authorized Signature_______________________________________________________
I am interested in sponsoring the following at the 2016 GHALI:
 Vendor fair booth (Please insert price according to your annual sponsorship level)
Presidential/Platinum $0 Gold $250; Silver $750; Bronze $1,200; All Others $1,500
Cost = $_________
Please note: All vendors must register as conference attendees in addition to booth sponsorship. As a booth sponsor,
you are permitted to register two attendees at the guest rate of $265. For all other sponsorships, the registration fee prior
to 5/1 is $375 for HFMA members and $475 for non-members. Visit NEO HFMA to register your booth attendants.
 Golf Hole (Please insert price according to your annual sponsorship level)
Presidential/Platinum $0 Gold $25; Silver $50; Bronze $75; All Others $150
DAY
Wednesday:
Thursday:
Friday:
SPONSORSHIP DESCRIPTION
Breakfast (2)*
Mid-Morning and Afternoon Snack Breaks (1)
Lunch (2)
Winery Tour – Laurentia Vineyard (2)
Cornhole Tournament/Evening Games (1)
Breakfast (2)
Mid-Morning and Afternoon Snack Breaks (1)
Lunch/Officer Installation (2)
Cocktail Reception (2)
Dinner Banquet (2)
Entertainment: “Family Feud-style” Game Night (2)
Morning Snack & Coffee Service (1)
Breakfast (2)
KEYNOTE – Robin Swoboda (2)
Golf - Awards & Appetizers (1)
Cost = $_________
COST
$ 200
$ 200
$ 250
$ 300
$ 250
200200
$ 200
$ 200
$ 300
$ 350
$ 250
$ 500
$ 150
$ 150
$ 250
$ 300
$ 100
$ 300
$ 300
QTY
TOTAL
SOLD OUT
SOLD OUT
Golf - Registration Table** (2)
Spa - Services (1)
Spa - Wine & Lunch (1)
SPONSORSHIP TOTAL [including booth cost if applicable ]:
*( ) Denotes the number of spots available.
**Signage will be provided at the registration table but sponsor is responsible for providing giveaways [i.e. tees,
ball markers, divot tools, etc.]
All sponsorship opportunities include the option to distribute promotional items to participants.
Contact Brianna at 330-463-0244 or [email protected] for questions or additional sponsorship opportunities.
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This contract refers to sponsorship opportunities for the GHALI Vendor Fair May 18-20, 2016 at The Lodge
at Geneva-on-the-Lake – 4888 N. Broadway – Geneva, OH 44041
Exhibitors bear the cost and responsibility for arranging their conference registration, travel & lodging
accommodations.
We have read and agree to abide by the 2016 Rules/Regulations/Conditions of Contract to Exhibit
enclosed with this application which are made part of this contract by reference and incorporated herein.
Details
1. Each booth sponsor is eligible to bring a door prize to display at your exhibit. It is NOT a requirement.
Door prizes will be given by you, the vendor, on Thursday evening in the Exhibit Hall before dinner. You
can decide whether or not winners must be present to accept their prize. Remember, it is not required; but
if you have a door prize at your exhibit booth, please create your own method for drawing (tickets, business
cards, etc.). Please indicate yes or no if you will be bringing a door prize so we can remind
attendees to visit your booth: Y/N______ Raffle Item:__________________________.
2. There are 10’ and 8’ wide exhibit spaces available, which include one 6 foot table and electricity [see layout
for details]. You will be contacted prior to the event to select your booth location. Please indicate any
additional set-up needs here:
______________________________________________________________________________
______________________________________________________________________________
3. All sponsored events include prominent signage displaying your company name for the duration of the
sponsored activity.
4. Past attendance to the event has averaged over 125 participants from major Northeast Ohio and other
regional healthcare providers and vendors.
5. The majority of meals, snacks and evening entertainment will be in the exhibit hall.
6. Speaker presentations will be held in Ballroom C, see diagram below.
7. The Wednesday evening Winery event will include heavy appetizers and wine at the winery, as well as an
optional formal wine tasting. A bus will transport attendees to and from Laurentia Vineyard, leaving The
Lodge at 5:30pm and departing from Laurentia at 8:00pm. Once we return to The Lodge, there will be a
Cornhole tournament and campfire. If the weather is bad, arrangements have been made for an indoor
Cornhole tournament as well as additional activities.
8. Thursday evening entertainment features a cocktail hour with appetizers in the Ballroom Foyer followed by
dinner in the Exhibit Hall. Continuing the evening in the Exhibit Hall, there will be an open bar and a live
Family Feud-style game show from 8:00pm – 11:00pm.
9. For questions on these or any additional sponsorship opportunities, please contact Brianna at
330.463.0244 or [email protected]
Please send this completed form and payment to:
By Mail
Misty Blaylock Alta Partners, LLC.
902 Westpoint Parkway Suite 320
Westlake, OH 44145
Make checks payable to “NE Ohio HFMA”
By Email: [email protected]
2016 NEO HFMA
Gerry Haggerty Annual Leadership Institute
RULES/REGULATIONS/CONDITIONS OF CONTRACT TO EXHIBIT
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APPLICATION FEE: Application fee includes one exhibit space, 6 ft table, 2 chairs, and access to electrical
outlets and general overhead lights. Discounts will not be given to Exhibitors who choose to furnish a booth with
their own exhibit system.
LIABILITY AND INSURANCE: Healthcare Financial Management Association (HFMA) assumes no liability
for losses incurred by Exhibitors. The Exhibitor assumes the entire responsibility and liability for all claims,
losses, and damages to persons or property, governmental charges or fines, attorney’s fees, and other costs caused
by or in any manner arising out of or associated with Exhibitor’s installation, maintenance, removal, occupancy,
or use of the exhibit space or any part thereof, and Exhibitor agrees to protect, indemnify, defend and hold
harmless HFMA, The Conference Center, and their respective owners, officers, directors, member, employees,
and agents against all such claims, losses, and damages. In addition, Exhibitor acknowledges that neither HFMA
nor The Conference Center maintains insurance covering Exhibitor’s displays, equipment or other property, or
covering The Conference Center’s employees or agents, and that it is the sole responsibility of Exhibitor to obtain
appropriate liability, property damage, and business interruption insurance covering such losses.
LAWS: Exhibitors and their agents are responsible for complying with all applicable federal, state and local laws.
ELIGIBILITY: HFMA shall reserve the right to determine eligibility of any company or product for exhibit or
promotion, wholly or in part, that is, in its opinion (HFMA’s), not in keeping with the character and purpose of
the Gerry Haggerty Annual Leadership Institute. Sales and taking of orders at the Show are not allowed.
SECURITY: HFMA does not guarantee the safety or security of any exhibits or items placed in the exhibits.
BOOTH SPACES: Assignment of booth spaces will be done on a first-come-first-served basis, according to
corporate sponsorship level and layout is subject to change. Exhibitors will be contacted by a committee member
and will have the opportunity to select from remaining available booth spaces. Only one exhibit firm may be
represented per space assignment. Different divisions of the same exhibit firm/business entity may share booth
space, but may not contract for separate space. Due to space constraints, all vendor booths should be “table top”
unless specifically arranged in advance with HFMA. Subletting of exhibit space is prohibited.
CANCELLATIONS AND REFUNDS: Written notice of cancellation must be received prior to May 1, 2016,
for a full refund minus a $100 processing fee. NO REFUNDS WILL BE ISSUED FOR CANCELLATIONS
AFTER May 1, 2016.
BOOTH STAFFING: All exhibitors must register as conference participants. All booths must be open and
staffed during ALL exhibit hours. Any booth left unattended without permission of HFMA may be removed from
the exhibit hall at the option of HFMA with any expenses or cost payable by Exhibitor.
ARRANGEMENTS OF EXHIBIT: All exhibits must be arranged so as not to obstruct the general view or hide
the exhibits of others.
BOOTH CONDUCT: Exhibitors are prohibited from preparing, distributing, or serving any food or beverage
from their exhibit booth unless specific permission is received in writing in advance from HFMA. Exhibitors are
not permitted to use moving or strolling entertainment. Costumed models or mannequins should ensure their
appearance or dress is not of an offensive nature, even to the most critical. The use of live animals in the show is
prohibited.
SOUND: Exhibitors with audible electronic sound, or exhibits or devices being utilized which HFMA deems
objectionable to other Exhibitors, will be required to discontinue use. Exhibitor warrants that any music played in
their booth shall not violate any proprietary rights of any other party including copyrights. Exhibitor shall
indemnify HFMA in the event of any claim alleging violation of any copyright or any other right in relation to
their exhibit.
CARE OF BUILDING: No Exhibitors, their agents, or part of any exhibit shall injure or deface the walls, floors,
or ceilings of the building, the booths, or equipment or furnishings in the booth and exhibit hall. Any and all
damages, losses, expenses, and/or costs resulting from failure to observe this notice shall be payable by the
Exhibitor.
CARE OF EXHIBIT SPACE: The Exhibitor must, at his expense, maintain and keep in good order his exhibit
and the space for which he has contracted.
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CONFLICTING MEETINGS & SOCIAL EVENTS: Outside activities sponsored by exhibiting companies
that would take visitors away from any scheduled convention activity, including the exhibit hall and special
exhibitor events, are prohibited unless specific permission is received in writing in advance from HFMA.
Activities of the nature are generally considered contrary to the purpose of the Annual Leadership Institute and
exhibit show. Failure to observe this regulation will jeopardize Exhibitor’s assignment of space or right to exhibit
at future HFMA shows.
SOLICITATION: Advertising, canvassing, and solicitation of business conferences in the interest of exhibitor
business are not permitted except by firms that have been assigned booth space by HFMA to exhibit and then only
in the exhibit space assigned or at specialized events designed for exhibit business. Distribution of exhibitor
materials delivered to attendees sleeping room doors or anywhere else in the hotel except in the specified booth
space is not permitted. Distribution of materials to other exhibits, booths, including magazines, job opportunities,
newsletters, etc. is not permitted.
PRIZES, DRAWINGS, SOUVENIRS, ETC.: Prize contests, drawings, the giving of souvenirs, and other
promotional items provided by individual exhibiting firms are subject to the control and approval of HFMA.
Exhibitors should submit full details on any intended activity of this kind to HFMA by May 1, 2016. P.A.
announcements of individual drawing are to be coordinated with HFMA. Exhibitors are discouraged from
registering for prizes given by other exhibitors.
INSTALLATION AND DISMANTLING: Exhibit installation will be from 3:00pm to 7:00pm May 17 but
must be completed by the start of the first conference break on May 18th. Tear down will start immediately after
the final break on May 20; if dismantling has not concluded by 5:00pm May 20, HFMA will order dismantling
labor through The Conference Center at the Exhibitor’s expense.
SERVICES ORDERED: Exhibitors are responsible for all goods and services ordered through suppliers to the
exhibit including The Conference Center. HFMA assumes no liability for payments for goods or services not
covered in this contract by an Exhibitor.
HOTEL SHIPMENTS: Arrangement for hotel shipments must be made directly with The Conference Center.
HFMA will have no authority and will not be held responsible for hotel shipments.
FIRE REGULATIONS: All packing containers (i.e. crates, cartons, boxes) must be removed from the exhibit
area. Exhibitors will not be permitted to store any excess material behind their booth or under tables. All cloth
decorations must withstand a flameproof test as prescribed by the local fire ordinance. Floor plan is subject to
Fire Marshall approval.
VIOLATIONS: Exhibitors and their representatives who fail to observe these conditions of contract, or who, in
the opinion of HFMA, conduct themselves unethically, may be dismissed without refund or appeal for redress.
CANCELLATION OR POSTPONEMENT OF CONVENTION: In the event the Annual Leadership Institute
is postponed due to any occurrence not caused by the conduct of HFMA, The Conference Center, or the
Exhibitor, or that such occurrence be an act of God or the result of war, riot, civil commotion, sovereign conduct,
or the act or conduct of any person or persons not party or privy to this contract, then the performance of such
parties under this contract shall be excused for such period of time as is reasonably necessary after such duration
of such postponement. In the event that such occurrence results in cancellation of the conference, each party
hereby releases the other from obligations under this contract.