Healthcare Business Management Association - HBMA
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Full Schedule

Speaker Biographies are located under the "Meet The Speakers" tab.

Day 1
September 15th, 2022

Non Education Event: New Member Lunch With the Board of Directors - 11:30am-12:30pm 

Event Description:
New members who have joined HBMA for the first time in 2021/22 are invited to attend a lunch with the Board of Directors where they will have a chance to have all their questions about HBMA answered.

Note: We appreciate all our members, however this event is intended for new members only.


Keynote: Reset & Recharge - Discover Mindset & Productivity Habits That Reduce Stress, Burnout & Negativity So You Can Enjoy Your Life & Work Again - 1:00-2:00pm
Presented by Betsy Allen-Manning

Session Description:
WARNING: Your audience will leave RECHARGED! In this presentation, you will receive strategies to reduce stress and negativity, develop better habits, create more work/life balance, reduce burnout & overwhelm, and become a more resilient person in business and your personal life. This is NOT a podium-type speech. Betsy Allen-Manning is a high-energy, keynote speaker, who engages your audience through games, brainteasers, discussions, dancing, and on-the-spot implementation. Your audience will have fun while also getting some amazing takeaways.


  • Discover Betsy's 'CARE' technique to reduce stress & destroy negative thinking.
  • Develop a ‘productive mindset’, and learn how to reduce burnout by prioritizing your day, identifying time stealers & eliminating the overwhelm that multiple projects can bring.
  • Discover Betsy's 'Power of Choice' method for making better decisions.
  • Learn how to build your 'Work/Life Balance Strategy'.

Concurrent Sessions 2:15-3:15pm
Choose one of the two options below:

The Number One Reason Cybersecurity Fails
Presented by Josh Wilhelm and Jason Vanzin

Session Description:

The frequency at which organizations are falling prey to cybersecurity threats is increasing precipitously, and the leadership of most organizations are unclear how to appropriately address the current threats. Without taking appropriate steps towards lowering their cyber risk, organizations risk having progress towards their objectives hindered or outright halted – possibly permanently. There are many reasons organizations are struggling with this, but one of the fundamental reasons is they are not looking at cybersecurity as a process in which the organization will systematically evaluate and mitigate the risks they face. Through proper cybersecurity governance utilizing a cybersecurity framework, organizations can determine what risks they face, prioritize those risks, and systematically lower their risk in a cost-effective manner. During this presentation, we will present a high-level overview of process that organizations can utilize to launch their cybersecurity program and ultimately bring clarity to how to approach the cybersecurity threat. 


  • How to launch a Cybersecurity Program in your company
  • Understand the importance of cybersecurity governance
  • Avoid the pitfalls most companies fall for
  • Understand the management teams responsibilities for cybersecurity

How to Hire a Remote Workforce
Presented by Michele Howard

Session Description:
By now, most of us have experienced a wide range of both successes and failures with moving our workforce to remote status. We are learning that some people thrive when working from home, some don't do well at all and many lie in the range between, doing it, but not loving it and not performing at the same levels they experienced in the more traditional at work setting. While this makes sense intuitively, something surprising has emerged: The people performing well at home are not necessarily the same people who performed well in their previous work setting! In addition, some of the previous middle to low performers have raised their level of performance considerably, thriving in their remote work environment. How does this happen and where do successful remote workers come from? Wouldn't it be useful to know, in advance, the key differences between all types and styles of workers? Wouldn't it be useful to know who needs to get back in the office and who should continue to work from home for maximum productivity while keeping in mind, safety? In this session you will create a roadmap to guide your efforts as you steer your business through our current challenges with developing a remote workforce or a safe mix of remote and traditional work. We will show you new ways to expand your search for new hires, ensuring everyone has access to your jobs. You will learn how to match a candidate to the correct job, predicting who will thrive in each type of work setting and determine the probable success of your rehires or new hires.


  • List the steps in your current recruiting process, job opening through onboarding.
  • Identify missing steps, prioritize and implementation new steps.
  • List 3 tools to help you evaluate who will succeed in the different work environments.
  • List 3 ways to expand where you normally look for remote or traditional workers.

General Session:
 Payor Panel

Session Description:
Representatives from Cigna, United Healthcare, Aetna, and Humana will answer and gather questions from attendees.


General Session: Who Is Your #2 - 4:30-5:30pm
Presented by Dave Jakielo

Session Description:
One of the most difficult growth challenges is finding and/or developing a Chief Operating Officer.  If you can’t see your desk because of all the work that is piled on it, if your growth has stalled or you have installed a take-a-number system so people can run everything by you, it’s time for you to develop or replace your number two in your company.  We’ll cover the key skills and attributes of the ideal COO, when and how to make the move and how to know whether it’s working.


  • Understand the basic requirements necessary for a competent COO.
  • How do you help them obtain / develop the Executive Skills needed for success.
  • What are the benefits of hiring a COO versus developing one internally.

Non Education Event: Networking Reception / Exhibit Hall Grand Opening - 5:30-7:30pm

Event Description:
Join your fellow attendees, HBMA leadership, and HBMA partners in the exhibit hall for hors d'oeuvres and drinks. Network with your fellow attendees, visit with our exhibitors, and gather the latest information about HBMA and our goals for the future!


Day 2
September 16th, 2022

Non Education Event: Breakfast - 7:00-8:00am 

Event Description:
Join your fellow attendees, HBMA leadership, and HBMA partners for breakfast. Network with your fellow attendees, visit with our exhibitors, and gather the latest information about HBMA and our goals for the future!

General Session: Ready, Set, Grow - 8:05-9:05am
Presented by Robert Burleigh, CHBME

Session Description:
Creating and sustaining company growth is one of the most challenging parts of owning a billing company.  Growth can be accidental or intentional, but the latter is the only certain way to succeed.  Knowing how to prepare for and manage growth – which depends on how much that might be – is essential to successful growth and preservation of established business.  Planning must include: forecasting, marketing and sales, timing, staffing, systems, workflow, finances and a host of other factors.  Unplanned, unmanaged growth = chaos.


  • Prepare for billing company growth.
  • Plan for billing company growth.
  • Achieve billing company growth.  
  • Identify the key elements of a growth plan.
  • Describe how to create and prepare a planning model.
  • Understand the parameters of growth: too little, manageable, and too much

Non Education Event: Exhibit Hall - 9:05-10:15am 

Event Description:
Join your fellow attendees, HBMA leadership, and HBMA partners in the exhibit hall for snacks and drinks. Network with your fellow attendees, visit with our exhibitors, and gather the latest information about HBMA and our goals for the future!

Concurrent Sessions 10:15-11:15am
Choose one of the two options below:

The Top Reasons Compliance Programs Fail
Presented by Holly Louie

Session Description:
The Department of Justice has long opined a significant number of entities who got in trouble had compliance certifications and/or what they believed was an effective compliance program. What, why and how did things go wrong?


  • Understand that "certification" does not equal effective compliance programs.
  • Learn how to measure effectiveness in today's compliance programs.
  • Rethinking managers and seeing them based on how investigative agencies view them.

Speaking the Language of ICD-10-CM Coding Including Current Updates
Presented by Teri Bedard BA, R.T. (R)(T), CPC

Session Description:
Selecting the correct procedure code is important to identify what was performed, but some would argue selecting the correct diagnosis code is the most important because it will often determine if you get paid. Knowing the guidelines for applying correct ICD-10-CM diagnosis coding and updates is essential for any practice. This presentation will review the new timeline for biannual updates to ICD-10-CM coding, the new, deleted, and revised ICD-10-CM codes, and guidelines for 2023. We will also review the “language” of ICD-10-CM and understanding what the common terms and guidelines mean when selecting the most appropriate code.


  • Understand the language and terminology of ICD-10-CM to ensure compliance and accuracy when selecting the correct diagnosis code
  • Understand most recent updates for providers to the diagnosis codes for ICD-10-CM released biannually.
  • Understand most recent updates for providers to the guidelines for applying ICD-10-CM code changes released biannually.

Concurrent Sessions 11:30am-12:30pm
Choose one of the two options below:

Round Table
Various Moderators

Session Description:
Join your fellow attendees for lively discussions on subjects that matter to you! Get insight on others experiences, recommendations, and discuss successes and plans to overcome barriers experienced by you and your peers. This session will be in a "speed dating" format, where you will have a certain amount of time to discuss the topic and will be asked to change tables regularly, so you will be able to address multiple topics with a variety of individuals!

Topics Include:
Commercial Payor(s)
Offshore Billing Processes and Improvement
Client Retention
Sales, Marketing, and Lead Generation
Mergers and Acquisitions
And More!

Following the RIGHT Numbers
Presented by Karna W. Morrow, CPC CCS-P

Session Description:
Accounts receivable has long been defined by a number of days, categorized by good/bad payors, or labeled with KPIs that still leave key questions unanswered.  Where’s the money?  Why is the revenue down?  This session is designed to approach these questions with a fresh perspective.  Knowing what a practice has in A/R isn’t as important as knowing why – and what can be done to proactively manage that revenue.  Attend the session to learn what real estate and the appointment schedule have in common, why the delay in payment isn’t always the payor’s fault, and how to do more than just ‘work the A/R.’


  • Assist their clients / providers to manage the data that impacts the A/R
  • Proactively manage the policies that may inadvertently be increasing the A/R
  • Explain the A/R in actionable ways

Non Education Event: Lunch - 12:30-1:30pm 

Event Description:
Join your fellow attendees, HBMA leadership, and HBMA partners for lunch. Network with your fellow attendees, visit with our exhibitors, and gather the latest information about HBMA and our goals for the future!

Concurrent Sessions 1:30-2:30pm
Choose one of the two options below:

Incentive-Based Revenue Cycle: Drawing on the Power of Data to Improve Performance
Presented by Matt Seefeld

Session Description:

Revenue cycle organizations are navigating converging challenges: increased patient financial responsibility and unprecedented shortages of qualified billing staff. More than ever, billing departments must make the most of available resources and ensure retention of their most effective people to capitalize on all revenue potential.

Employee compensation models that incorporate financial incentives for top performance have long been recognized as powerful tools for increasing employee effectiveness and building loyalty. However, many organizations are opting for blanket raises because they simply do not have access to the data necessary to identify top performers and understand the drivers behind effective revenue collection. It’s hard enough to find billing staff, but how do you know the staff you have is effective at the work they do?


With employees demanding more pay, better benefits, work from home flexibility and work-life balance, it is imperative that organizations have the ability to monitor and measure work effort of their billing staff and whether that work is yielding the expected result. This information will identify top performers that can be rewarded, as well as low performers that may require more training or may not be a fit. Additionally, the ability to benchmark and compare employee performance helps to incorporate healthy competition and accountability into revenue cycle management.


In this session, Matt Seefeld will demonstrate real world strategies for implementing an incentive-based revenue cycle model. By leveraging effective intelligence solutions, such as workflow automation, task management and data analytics, revenue cycle executives can be equipped with the right data for building compensation models that improve overall staff performance and morale while helping them become more effective at their work.


Learning Objectives:

  • Define incentive-based revenue cycle, the various models that exist and its potential to improve collections in today’s healthcare environments.
  • Identify how typical revenue cycle challenges associated with patient financial clearance are impacting back-end revenue cycle and increasing potential for bad debt.
  • Analyze the data limitations of today’s practice management and EHRs, and how effective intelligence solutions can provide the needed foundation for incentive-based revenue cycle models.
  • Identify best practices and lessons learned implementing workflow automation and analytics to support incentive-based revenue cycle.

The Quest for Lost Revenue & Denial Intervention
Presented by Timothy Mills

Session Description:
Every year, billing and coding becomes more complex seemingly at the same rate that pressure increases on provider margins. When industry trends indicate that 90% of denied claims are preventable, shifting your organization's focus to denial intervention and education, while engaging a partner to recoup lost revenue on your behalf will improve overall revenue cycle workflow. This session focuses on implementing best practices for using coding technology and clinical claims editing coupled with a risk-free denials and underpayment recovery solution to maximize reimbursement. The end result is revenue leakage prevention, cash acceleration, and payment integrity optimization.


  • Identify your organization's rate of claim denial and rejection
  • Recognize where revenue leakage occurs within the revenue cycle and how technology and education improve this process
  • Learn how risk-free zero balance reviews recoup lost revenue
  • Develop best practices implementing a comprehensive revenue cycle optimization plan to maximize reimbursement

Non Education Event: Exhibit Hall - 2:30-3:30pm 

Event Description:
Join your fellow attendees, HBMA leadership, and HBMA partners in the exhibit hall for snacks and drinks. Network with your fellow attendees, visit with our exhibitors, and gather the latest information about HBMA and our goals for the future!

General Session: Anatomy of a Deal - Selling Your Company: the Good, Bad and Ugly - 3:30-4:30pm
Presented by Neil Johnson
Panel: Greg Noble and Curt Cvikota

Session Description:
Anatomy of a Deal - selling your company: the Good, Bad and Ugly, a discussion and detailed perspective from a banker, buyer and seller of revenue cycle management, medical billing and software companies.  Changes in technology and aging business owners seeking options coupled with the rise of private equity have created significant consolidation over the past several years.  This session will dive into the current market, recent transactions and valuations, as well as preparation and process to avoid pitfalls and challenges of a purchase or sale of a company.  This panel of active industry leaders will provide real life case studies and experiences.


  • Understand the current market environment
  • Receive a review of potential options available in the market today
  • Learn what Private Equity (PE) is and how does it work
  • Discover the pros and cons of a merger and acquisition deal as well as understand the parties and process involved
  • Produce concrete action items for company housekeeping in preparation of a financing or sale

General Session: Washington Update - 4:30-5:30pm
Presented by Matt Reiter

Session Description:
The Washington Update will provide an overview of federal regulatory and legislative policies that impact the healthcare RCM industry. It will discuss the upcoming midterm elections and how different result scenarios will impact policymaking. Lastly, this session will look ahead to policy topics that could be on the horizon for future action by Congress and federal agencies.  


  • To come away with a better understanding of legislative and regulatory policies that impact the RCM industry.
  • To learn about HBMA’s advocacy on these topics.
  • To learn about resources HBMA has provided for members on these topics.

Non Education Event: Networking Reception / Exhibit Hall Closing - 5:30-7:30pm

Event Description:
Join your fellow attendees, HBMA leadership, and HBMA partners in the exhibit hall for hors d'oeuvres and drinks. Network with your fellow attendees, visit with our exhibitors, and gather the latest information about HBMA and our goals for the future!

Day 3
September 17th, 2022

Non Education Event: Breakfast - 7:00-8:00am 

Event Description:
Join your fellow attendees, HBMA leadership, and HBMA partners for breakfast. Network with your fellow attendees, visit with our exhibitors, and gather the latest information about HBMA and our goals for the future!

General Session: Opportunities to Reduce Administrative Burden and Cost: New CAQH CORE Operating Rules - 8:00-9:00am
Presented by Robert Bowman and Emily TenEyck

Session Description:
Across the healthcare industry, the time and money spent on administrative functions are significant, resulting in fewer resources for quality patient care. CAQH CORE is designated by the Department of Health and Human Services as the national operating rule author to improve the accuracy and effectiveness of healthcare business transactions across the revenue cycle. In early 2022, CAQH CORE published new and updated operating rules to support the industry's need for simplified attachments workflows to exchange documentation for prior authorization and claims, delivery of robust eligibility and benefit coverage information, and adjusted system availability requirements. Speakers will discuss key rule requirements, describe impact on revenue cycle performance, and present a call to action. Speakers will contextualize this overview within the results of the 2021 CAQH Index, an annual benchmark report which tracks the adoption of electronic administrative transactions. Specific to this year, speakers will also deliver insights into how COVID-19 impacted medical billing workflows. Session participants will learn about workflow inefficiencies and opportunities for improvement, including how adoption of the latest CAQH CORE Operating Rules reduces the cost and time associated with certain administrative tasks.


  • Summarize the industry-wide effort to identify challenges regarding the electronic exchange of healthcare information across key revenue cycle processes.
  • Describe how the development and implementation of operating rules can yield efficiencies in electronic data transactions across the industry, saving you time and money.
  • Describe how New CAQH CORE Operative Rules address industry pain points related to attachments, eligibility and benefits, and infrastructure. 

General Session: Managing Revenue Cycle Resources for Optimal Results - 9:15-10:15am
Presented by Michael Johnson

Session Description:
In the past several years medical practices have partnered with third-party vendors to support their revenue cycle processes. Most of these vendors offer a combination of technology and services with the intent of eliminating the burden of collecting what is owed the practice. Unfortunately, practice executives struggle with finding the right approach to manage these relationships and find themselves spending more time handling non-sensical interactions than they originally did completing the processes themselves. This session will equip attendees with tools to better manage these relationships and build partnerships that deliver optimal results. The speaker will also discuss real-life challenges that are commonly identified during these engagements.  


  • Identify the top challenges managing revenue cycle resources 
  • Review strategies to support continuous process improvement initiatives 
  • Give examples of useful tools to monitor progress and deliver results

Closing Keynote: Increasing Your Brain’s Performance for Greater Leadership Success 10:30-12:00pm
Presented by Jerry Teplitz

Session Description:
Have you ever had a negative stressful day as a leader?  How did you feel at the end of it?  Tired, drained...  Now, have you ever had a positive day as a leader?  How did you feel at the end of it?  Energized. Isn’t there an increase in your productivity and effectiveness on that positive day? Don’t you also handle stress and change better on that positive day? Now, you can have that energized outcome every day by increasing your brain’s performance!

Amazon bestselling author and top?rated speaker Dr. Jerry V. Teplitz will show you how to make every day that way through actual tools and techniques that will increase your energy level to new levels of excellence while reducing the stress of change. These immediate, effective and easy methods can be applied to all aspects of your professional life.


  • Know how your personal energy system affects your leadership abilities
  • Understand how to tap into a new level of brain performance
  • Experience the effects of positive and negative thoughts

*Information above is subject to change without notice.