New York Medical Group Management Association
The New York State Affiliated Chapter of MGMA

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The Rochester Chapter

Contacts

President
Lisa Smith, MBA
President
Eagles Wings Consulting
lisa@eagleswingsconsulting.com

Vice President
James Wright
CFO
Accountable Health Partners

jim_wright@urmc.rochester.edu

Secretary
Laurie A. Amico, CMOM, CHCO

Office Manager, Privacy Officer

Allergy Asthma Immunology of Rochester
lamico@aair.info 

Treasurer
Linda Wiener, CPA, CMPE
Manager
Allied Financial Partners

 lwiener@alliedfp.com


Members at Large

Grace Allison, CMOM, CMBS
Office Manager
Honeoye Valley Family Practice
grace.allison2818@gmail.com

Kristin Coon
Practice Administrator
Rochester Colon Rectal Surgeons, P.C.
kcoon@rochestercolon.com

Judy D'Ambrose
Office Manager
Rochester Community Orthopaedics, LLP
j.dambrose@hotmail.com

Wendy Disbrow
Chief Administrative Officer
FLH Medical PC
wendy.disbrow@flhealth.org

Maricela Guzman
Administrator, Department of Cardiology
University of Rochester Medical Center
Maricela_guzman@urmc.rochester.edu

Mary Jo Marlowe
Director of Registration Operations, Ambulatory Care
University of Rochester Medical Center

maryjo_marlowe@urmc.rochester.edu

Laurie Phillips, CMOM
Physician Relations/Business Manager
Monroe County Medical Society
lphillips@mcms.org

Maura Snyder
Director of Business Development
Clifton Springs Hospital
maura.lowther@gmail.com 

Kelley Suskie, MHSA, FACMPE
Program Administrator
URMC Path/Lab Medicine
kelley_suskie@urmc.rochester.edu


Upcoming events

    • Friday, April 20, 2018
    • 7:30 AM - 4:00 PM
    • Monroe Golf Club - 155 Golf Ave, Pittsford, NY 14534
    • 40
    Register

    Important Issues for 2018: Contracting and Finance

    This is a joint event with the NY MGMA Rochester Local Chapter & HFMA.


    Exclusive Professional Liability Sponsor for New York MGMA



    Agenda

    7:30 - 8:00 AM  Registration & Breakfast

    8:00 - 8:05 AM  Welcome

    8:05 - 9:00 AM 
    Strategies for Physician Engagement and Alignment

    Joyce Zimowski, FHFMA, CPA
    Healthcare Financial Management Association
    Interim CFO/ Vice President, Health Business Solutions

    9:00 - 10:15 AM  The Tax Cuts and Jobs Act of 2017

    John Fontanella, CPA, CCIFP
    Principal,
    The Bonadio Group

    Jon Herdlein, CPA
    Principal, The Bonadio Group

    Samantha Schafer, CPA
    Principal,
    The Bonadio Group

    10:15 - 10:45  AM  Break

    10:45 AM - 12:00 PM 
    Restructuring for Value Based Payment Success

    Bill Pelino
    COO, GRIPA

    Joe Smith
    MVP
    12:00 - 1:00 PM  Lunch

    1:00 - 2:00 PM  Quality Improvement Successes

    Renee Sutton
    Accountable Health Partners

    2:00 - 2:30 PM  Break

    2:30 - 4:00 PM 
    How to Solve the Cost Crisis in Health Care

    Christian Kulak
    Excellus

    Sabrina McLeod
    Director of Finance, St. Ann's Community


    About the Speakers

    Joyce Zimowski, FHFMA, CPA
    Vice President, Health Business Solutions
    CFO, HFMA


     Joyce Zimowski, FHFMA, CPA is the Senior Vice President & Chief Financial Officer at HFMA. In this role Joyce is a member of the HFMA Executive team and is responsible for HFMA’s financial operations, along with oversight for the organizations evolving international strategy.

    Joyce has spent 35 years in the healthcare industry, working for Rochester Regional Health and its various predecessor organizations. During this time, she has served in a variety of leadership roles in finance, including VP for Finance, as well as Hospital COO and most recently, SVP for physician practice operations. She is a long time HFMA member, serving at the chapter, regional and National level, including HFMA’s National Chair from 2004-2005.

    Ms. Zimowski received her undergraduate degree in Business Administration from St Bonaventure University and her CPA from the State of New York.



    John Fontanella, CPA, CCIFP

    Principal

    The Bonadio Group


    John is a tax principal within the Bonadio Group, Syracuse office. He joined the firm on January 1, 2015 when Testone, Marshall & Discenza, LLP merged into The Bonadio Group. John has more than 30 years of experience offering technical advisory services in taxation and financial negotiations. His experience includes federal, multi-state and international income taxes, specializing in tax planning for contractors, manufacturers, and car/truck dealerships.


    In addition, John is an expert in sales tax – advising engineers, manufacturers, contractors, and dealerships, including public and international companies. His expertise not only includes a highly diverse range of tax planning and consulting services, but he also specializes in the Affordable Care Act, guiding employers on their responsibilities under this complex legislation.


    Jon Herdlein, CPA
    Principal
    The Bonadio Group

    Jon is a Principal in the Commercial Division at The Bonadio Group.
      Jon has extensive experience supervising and managing some of the firm’s largest audit engagements, and has specialized expertise performing audits of consolidated financial statements for clients with international operations.  His client base includes manufacturing and distribution companies, real estate businesses, and employee benefit plans, as well as Bankruptcy Chapter 7 and Chapter 13 trustee audits.

    Jon joined the Firm in September 1995. He is a member of the American Institute of Certified Public Accountants, and the New York State Society of Certified Public Accountants.  He holds a Bachelor of Science degree in Accounting from the State University of New York College at Fredonia, and a Master of Science degree in Accounting from the State University of New York at Binghamton.

    Samantha Schafer, CPA
    Principal
    The Bonadio Group

    Samantha J. Schafer, CPA, is a Principal in the firm’s Small Business Advisory Division.  Sam has 16 years of public accounting experience in both audit and tax. Sam’s expertise is providing a full range of accounting, tax and consulting services to a variety of small and medium sized businesses. She is very active in the Batavia community.  She is a current member of the Rotary Club of Batavia, Treasurer of the Richmond Memorial Library Foundation, and a NIOGA Library Board Member.

    Sam holds a Bachelor of Science degree in Accounting from St. John Fisher College in Rochester, New York, and is a member of the Accounting Institute of Certified Public Accountants (AICPA) the New York Society of Certified Public Accountants (NYSSCPA).

    William Pelino
    Chief Operating Officer and Chief Financial Officer

    The Greater Rochester Independent Practice Association


    Bill Pelino was named Chief Operating Officer and Chief Financial Officer of the Greater Rochester Independent Practice Association (GRIPA) in 2008. He is part of the senior management team and has responsibilities for operations throughout the organization.

    Bill is a Rochester, New York native and formerly served as Controller of Paychex Human Resources Business Unit and prior to Paychex was a Senior Manager at PricewaterhouseCoopers. Bill is a Certified Public Accountant and holds a Master of Business Administration from the Simon School of Business and an undergraduate degree from the University of Notre Dame.


    Joseph Smith
    Associate Director, Value-Based Contracting
    MVP Health Care

    In his position as Associate Director of Value-based Contracting at MVP Health Care, Joe Smith collaborates with providers to transform the landscape of the healthcare delivery system. Joe believes that aligning incentives for patients, providers, and payers will result in healthier and happier communities.

    Joe joined MVP In 2012 in order to lead quality initiatives in early iterations of value-based care. Prior to that, Joe spent over a decade working in the Department of Psychiatry at the University of Rochester Medical Center assisting children and families in developing skills to manage emotions and behaviors.

    Renée Sutton
    Director, Physician Relations and Outreach
    Accountable Health Partners


    Renée has been with AHP since the company’s start in 2013.  As the Director of Physician Relations and Outreach, she manages the network’s relationship with its 2,200 providers and eight hospitals and develops engagement strategies to ensure that providers are aligned with AHP’s quality and cost mission.

    A Rochester, New York native, Renée earned  Bachelor of Arts degrees in History and French from SUNY Fredonia.  Renée has worked in healthcare since 2001, serving in a variety of roles at Excellus BlueCross BlueShield and the University of Rochester Medical
    .

    Christian Kulak
    Strategic Planning Director
    Excellus


    Mr. Kulak is currently responsible for the development & execution of health plan strategy at Excellus BCBS including Profit & Loss responsibility for Retail Markets.  Prior to Excellus he worked at Harris Interactive, a premier market research organization, where he led a team of researchers to provide research-based consulting in healthcare.  While there, he also ran Strategic Health Perspectives; a strategic planning and forecasting service conducted in collaboration with the Harvard School of Public Health and healthcare industry ‘futurists’.  Additionally, he worked for NDCHealth, PricewaterhouseCoopers, and The Medstat Group in healthcare consulting and technology roles. 

    Throughout his career he has used a data-driven approach to help clients create distinctive value, enhance value delivery, build demand, optimize pricing strategy, identify unmet needs, and improve sales force efforts.  He holds an MPA with an emphasis in Finance from the University of Southern California.  In his spare time, aside from spending time with his wife and three children, he volunteers providing strategic planning support to large community-based organizations and helping small business entrepreneurs with business planning.


    Sabrina McLeod
    Director of Finance
    St. Ann's Community

    Sabrina McLeod, is the Director of Finance for St. Ann’s Community.  She has over 10 years’ experience working in senior care communities.  Prior to working at St. Ann’s, she worked as the Director of Finance for St. John’s Home, having come to St. John’s after 10 years working for the Monroe County Departments of Health and Human Services as their Finance Manager.  She was instrumental in the implementation of a cost accounting system at St. Ann’s which is based on breaking down cost to the lowest data element by multiple variables, including diagnosis and acuity.  She holds an MPA with an emphasis in Healthcare Finance from SUNY Brockport.  She has completed a certificate in Value Measurement for Health Care from Harvard Business School Executive Education.  She also holds a Lean Six Sigma Yellow Belt from Rochester Institute of Technology.  In her spare time, she is an active member of Aldersgate United Methodist Church in Greece, NY, a member of the United Way of Greater Rochester’s Women’s Leadership Council, as well as a member of the Rochester Chapter of HFMA.

    • Friday, May 18, 2018
    • 12:30 PM - 1:30 PM
    • Webinar
    Register

    Physicians Employment Agreements & Contract Negotiating Skills

    Led by NY MGMA, in collaboration with the CT MGMA, DE MGMA, MA/RI MGMA, MD MGMA,  PA MGMA, and VA MGMA.

    An overview of key elements to look for when presented with a written employment agreement.  Learn which elements are worth negotiating, and which are not and how to determine this based on your own values.  Discover ways to effectively negotiate those high value elements and achieve your goals.

    About the Speaker

    Gina Campanella, Esq., FACHE
    Partner
    Gallagher Campanella LLC

    Ms. Campanella focuses on healthcare regulatory and transactional matters federally and in New Jersey, New York and Pennsylvania. Ms. Campanella has assisted clients with transactional services and regulatory compliance consulting, as well as general counsel services to small practices and large societies and medical groups alike. Clients also seek her expertise when reviewing employment agreements, formation of new practices, separation from and sale of practices, business structuring, and surgical center licensing and registration, including preparation for Department of Health, AAAHC and AAAASF surveys of licensed and Medicare deemed facilities, as well as preparation and implementation of resulting plans of correction.

    Registration

    Part 1 - Register through your respective/local MGMA chapter to secure a spot for the webinar.

    Part 2 - Access the webinar.  The ClickMeeting (webinar hosting system) webinar link will be distributed through the MGMA confirmation and reminder emails.  Follow the link and enter your name and email address at the date and time of the webinar. 

    ** Note: If you have firewall security on your computer, you may encounter trouble as you access the webinar.

    Continuing Education Units

    Earn up to 1.0 continuing education unit hours for each hour of education from the ACMPE, American College of Medical Practice Executives and up to 1.0 continuing professional educational credit hours for Certified Public Accountants for each hour of education from, The New York State Education Department, Professional Licensing Services. Our events are eligible for continuing education units as awarded by other professional associations. We recommend that you contact your professional association for their approval process.

    • Friday, June 01, 2018
    • 12:30 PM - 1:30 PM
    • Webinar
    Register

    Dealing with Disruptive Patients Webinar

    Led by CT MGMA in collaboration with the DE MGMA, MA/RI MGMA, MD MGMA, NY MGMA, PA MGMA, and VA MGMA.

    All of us have had to deal with an upset patient in one way or another. Disruptive patients can be difficult with which to deal. The goal of this webinar is to provide understanding as to why patients can get upset, provide strategies to deal with the disruptive patient, provide safety considerations for other patients and staff. Even after a confrontation there are important considerations management staff must make regarding continued care for the disruptive patient, staff who was affected, and potential legal issues. After this informative webinar we hope that you have a fresh outlook on the disruptive patient and increased awareness of the safety of both your staff and patients.

    About the Speaker

    Jed Beaulier

    Jed Beaulier is currently the Practice Administrator for Mansfield Family Practice in Storrs, CT. In addition to being a former consultant for a safety and training company, Mr. Beaulier has over 15 years of experience in Practice Management, Occupational Medicine, and emergency care. He is a member of both CMGMA and MGMA. Since joining Mansfield Family Practice he has guided the group practice to a new electronic health record, achieved Meaningful Use, and received NCQA level 2 PCMH recognition for the practice.

    He also serves as President of the board of directors for Newington Emergency Medical Services. As a dedicated father of three spirited boys his spare time is spent coaching their baseball teams and soccer teams.


    Registration

    Part 1 - Register through your respective/local MGMA chapter to secure a spot for the webinar.

    Part 2 - Access the webinar.  The ClickMeeting (webinar hosting system) webinar link will be distributed through the MGMA confirmation and reminder emails.  Follow the link and enter your name and email address at the date and time of the webinar. 

    ** Note: If you have firewall security on your computer, you may encounter trouble as you access the webinar.

    Continuing Education Units

    Earn up to 1.0 continuing education unit hours for each hour of education from the ACMPE, American College of Medical Practice Executives and up to 1.0 continuing professional educational credit hours for Certified Public Accountants for each hour of education from, The New York State Education Department, Professional Licensing Services. Our events are eligible for continuing education units as awarded by other professional associations. We recommend that you contact your professional association for their approval process.

    • Thursday, June 07, 2018
    • 8:00 AM
    • Friday, June 08, 2018
    • 12:00 PM
    • Sheraton Syracuse University Hotel & Conference Center - 801 University Avenue, Syracuse, NY, 13210
    • 68
    Register

    Optimize Your Office Game Plan

    Exclusive Professional Liability Sponsor for New York MGMA


    2018 Keynote Speaker

    Elizabeth Woodcock, MBA, FACMPE, CPC

    Elizabeth Woodcock is a professional speaker, trainer and author specializing in medical practice management. Elizabeth has focused on medical practice operations for more than 20 years. Combining innovation and analysis to teach practice operations, she has delivered presentations at regional and national conferences to more than 200,000 physicians and managers.  In addition to her popular email newsletters, she has authored 16 best-selling practice management books, and published dozens of articles in national healthcare management journals.  Elizabeth is a Fellow in the American College of Medical Practice Executives and a Certified Professional Coder.

    Click here to view the FULL Conference Agenda

    About the Venue

    Thoughtfully situated on the campus of Syracuse University, Sheraton Syracuse University Hotel provides easy access to Destiny USA, Armory Square and Syracuse Hancock International Airport.



    Overnight Accommodations

    Sleep rooms are available at the Sheraton Syracuse hotel for Wednesday, June 6, 2018 - Thursday, June 7, 2018. When booking, refer to the "New York MGMA Room Block".  This room block will end May 6, 2018, 5pm; Room rates are guaranteed for $115.00/night.

    Sheraton Syracuse Hotel


    REGISTRATION SPECIAL

    New York MGMA Members can register additional individuals from their practice to attend the conference at the discounted Member Rate. Simply complete and return all registration forms together.


    • Friday, August 10, 2018
    • 12:30 PM - 1:30 PM
    • Webinar
    Register

    Establishing Logical Chart of Accounts, Tracking Overhead and Report Structure to Best Accomplish At-A-Glance Monitoring Webinar

    Led by VA MGMA, in collaboration with the CT MGMA, DE MGMA, MA/RI MGMA, MD MGMA, NY MGMA, PA MGMA.

    This webinar will focus on establishing a logical chart of accounts, tracking overhead, and report structure to best accomplish at-a-glance monitoring.

    About the Speakers

    Marilyn Kitchens, CPA
    Senior Accountant
    PB Mares

    Marilyn Kitchens rejoined PBMares in 2015 and is a member of the firm’s tax team.  Marilyn’s original tenure with the firm (formerly PBGH, LLP) began in 1998 after graduating Summa Cum Laude with a Bachelors of Science Degree in Accounting from Strayer University.  Marilyn gained experience in tax preparation and planning, auditing, financial statement compilations, QuickBooks consulting, and business startups but specialized primarily in physician practices and was a member of the Healthcare niche team. 

    In 2001, Ms. Kitchens moved to work in the private healthcare industry, managing a psychiatric practice, where she worked closely with shareholders to design effective accounts receivable management, to restructure professional compensation and benefits, and to manage and mentor the staff during corporate change.  In 2003, Marilyn joined Fredericksburg’s largest single-specialty medical practice as their practice administrator. 

    With her return to PBMares,  Marilyn’s primary focus includes business consulting services and performing tax preparation, review,  and planning.  She is currently involved with the firm’s development of medical practice consulting services to include practice benchmarking, overhead analysis and containment, information systems review and vendor selection, employee benefits and human resource policies, facilities planning, executive recruitment, and operations reviews. 


    Registration

    Part 1 - Register through your respective/local MGMA chapter to secure a spot for the webinar.

    Part 2 - Access the webinar.  The ClickMeeting (webinar hosting system) webinar link will be distributed through the MGMA confirmation and reminder emails.  Follow the link and enter your name and email address at the date and time of the webinar. 

    ** Note: If you have firewall security on your computer, you may encounter trouble as you access the webinar.

    Continuing Education Units

    Earn up to 1.0 continuing education unit hours for each hour of education from the ACMPE, American College of Medical Practice Executives and up to 1.0 continuing professional educational credit hours for Certified Public Accountants for each hour of education from, The New York State Education Department, Professional Licensing Services. Our events are eligible for continuing education units as awarded by other professional associations. We recommend that you contact your professional association for their approval process.

    • Friday, September 07, 2018
    • 12:30 PM - 1:30 PM
    • Webinar
    Register

    Legal Risks in Social Media

    Led by PA MGMA, in collaboration with the CT MGMA, DE MGMA, MA/RI MGMA, MD MGMA, NY MGMA, and VA MGMA.

    This session addresses the legal challenges posed by physician practice use of social media , so as to prevent lurking liabilities.  It will look at specific challenges relating to compliance with HIPAA, and medical malpractice risks, such as the risks posed by employees posting protected health information (PHI) on social media accounts, and how responding to online inquiries can lead to malpractice exposure, with discussion of real-life scenarios.  The session also explores practical, technological, and legal techniques for addressing these risks, including social media policies for physician practices, a discussion of secure messaging, and suggestions for employee training.

    Learning Objectives:

    • Explain some of the basic functionality of social media platforms.
    • Analyzing the legal, practical, and technological risks involved in using social media within the physician practice context.
    • Outline practical and legal advice to mitigate such risks.


    About the Speaker
    Daniel Shay
    Attorney

    Alice G. Gosfield & Associates P.C.

    Daniel F. Shay is an attorney with Alice G. Gosfield and Associates, P.C.  His practice is restricted to health law and health care regulation focusing on physician representation, fraud and abuse compliance, Medicare Part B reimbursement, and HIPAA compliance in the physician context.  He also focuses his attention on EHR license agreements, physician advertising, Medicare enrollment, quality reporting and measurement, and physician use of social media.  He has published on all of these topics both in the trade press and in major chapters in the HEALTH LAW HANDBOOK.  Mr. Shay received his Bachelor of Science degree cum laude in 2000 from Vanderbilt University and his juris doctorate degree from Emory University School of Law in 2003.  He is admitted to the Pennsylvania Bar, is a member of the American Health Lawyers Association, and is the Vice Chair of Educational Programs for the American Health Lawyers Association's Physician Organizations Practice Group.

    Registration

    Part 1 - Register through your respective/local MGMA chapter to secure a spot for the webinar.

    Part 2 - Access the webinar.  The ClickMeeting (webinar hosting system) webinar link will be distributed through the MGMA confirmation and reminder emails.  Follow the link and enter your name and email address at the date and time of the webinar. 

    ** Note: If you have firewall security on your computer, you may encounter trouble as you access the webinar.

    Continuing Education Units

    Earn up to 1.0 continuing education unit hours for each hour of education from the ACMPE, American College of Medical Practice Executives and up to 1.0 continuing professional educational credit hours for Certified Public Accountants for each hour of education from, The New York State Education Department, Professional Licensing Services. Our events are eligible for continuing education units as awarded by other professional associations. We recommend that you contact your professional association for their approval process.

    • Friday, September 21, 2018
    • 8:00 AM - 5:00 PM
    • Batavia Downs Gaming & Hotel - 8315 Park Rd, Batavia, NY 14020
    • 50

    Save the Date

    This is a joint event with the NY MGMA Buffalo & Rochester Local Chapter.


    Exclusive Professional Liability Sponsor for New York MGMA

    • Friday, October 05, 2018
    • 12:30 PM - 1:30 PM
    • Webinar
    Register

    MACRA 2019 - Am I Ready?

    Led by MA/RI MGMA, in collaboration with the CT MGMA, DE MGMA, MD MGMA, NY MGMA, PA MGMA, and VA MGMA.

    This webinar will cover the following:

    • 2019 Final Rule Expectations
    • MIPS versus AAPM
    • Strategy Session Plan
    • Financial Plan
    • Take the hit, Avoid the penalty, or Shoot for the Incentive?
    • Execution and Management Plan

    About the Speakers

    Tim DiBona
    CEO
    Doctors' Management Service


    Timothy DiBona is the CEO of Doctors' Management Service, which provides financial, operational and technological solutions to medical practices in New England. He spearheaded his company's switch to manage early quality programs such as PQRI in 2009. He has advised practices in a broad variety of specialty and service locations ever since. Tim's quality team provides MACRA advice and management to hundreds of clinicians each year.


    Registration

    Part 1 - Register through your respective/local MGMA chapter to secure a spot for the webinar.

    Part 2 - Access the webinar.  The ClickMeeting (webinar hosting system) webinar link will be distributed through the MGMA confirmation and reminder emails.  Follow the link and enter your name and email address at the date and time of the webinar. 

    ** Note: If you have firewall security on your computer, you may encounter trouble as you access the webinar.

    Continuing Education Units

    Earn up to 1.0 continuing education unit hours for each hour of education from the ACMPE, American College of Medical Practice Executives and up to 1.0 continuing professional educational credit hours for Certified Public Accountants for each hour of education from, The New York State Education Department, Professional Licensing Services. Our events are eligible for continuing education units as awarded by other professional associations. We recommend that you contact your professional association for their approval process.

New York Medical Group Management Association, Inc.
EP II 11350 McCormick Road, Suite 1006 Hunt Valley, MD. 21031
P: 410-527-0780 E: info@newyorkmgma.com
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