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Cfo Perspective Hfma Event 1 23 09
1. rochester regional chapter
W ood c l i f f H o t e l & Sp a - F a i rp or t, New Yor k Januar y 23, 2009
CFO Perspective
on the Healthcare Industry
WHO SHOULD ATTEND? ATTEND AND BENEFIT
- Healthcare Executives The upstate market is uncertain. CFOs and all executives must
- Community Leaders lead their organizations through instability, expect and plan for risk,
- Healthcare managers build partnerships, apply strategic cost management and secure
administrators and capital to ensure they continue to meet mission objectives.
supervisors
- Directors of quality and
performance improvement
From Quality of Care to improving hospital efficiency and IT
- Chief Nursing Officers resources, the healthcare industry will face many challenges in the
- Medical Directors upcoming year.
- Healthcare Quality Engineers
- Patient Safety Directors Join us for a one year look-back from the hospital perspective,
- Risk managers and what issues local CFOs think will impact their hospitals in the
- Compliance personnel future.
WHY SHOULD YOU ATTEND? FEATURED SPEAKERS
95 percent of attendees rate
HFMA seminars as excellent or
above average.
Network and exchange ideas on
common issues and situations with
your peers.
Recognized expert speakers
ensure you get the highest quality
Warren Hern Leonard J. Shute Deborah K. Weymouth
learning experience.
Executive Vice President/ Senior Director for Finance Executive Vice President/
Chief Financial Officer and Chief Financial Officer Chief Financial Officer,
Unity Health System Strong Memorial Hospital Thompson Health
Chief Operating Officer
F.F. Thompson Hospital
2. The Rochester Region chapter of HFMA is pleased to bring together leaders from the region's
premier healthcare organizations for high-level, strategic interaction focusing on the
healthcare industry, looking back at 2008 and the outlook for 2009.
FEATURED SPEAKERS AGENDA
8:30-9:00 Registration
Warren Hern
Executive Vice President/Chief Financial Officer Unity Health System 9:00-9:15 Introductions
Mr. Hern is Executive Vice President and Chief Financial Officer of Unity Health
System, Rochester, N.Y., having held the CFO position for the last twenty five years.
9:15-10:00 Panel
He is also President of for-profit operations for Unity Health System and Trustee for Presentations
Unity Health Foundation, Inc., as well as Corporate Compliance Officer.
Mr. Hern served as National Chairman of the Board of Directors of the Healthcare Financial 10:00-10:15 Break
Management Association (HFMA) during the 1996-97 year and prior to that served in various officer
positions and on the Board of Directors.
10:15-12:00 Panel
Mr. Hern's work with other organizations includes Chairman of the Fiscal Directors' Committee, Rochester Presentations
Area Hospitals' Corporation (1986-89); Chairman of the CFO Committee, and Rochester Regional
Hospital Association (1989-1992). He is currently a Trustee and Chairman of the Finance Committee of
CP Rochester, a member of the JPMorgan Chase Rochester Region Advisory Board and the Healthcare 12:00 Lunch &
Association of New York State (HANYS) Finance Committee, as well as Trustee of the Greater Rochester Awards
Regional Health Information Organization (GR-RHIO). ____________________________________________________________________
Mr. Hern holds a Master of Business Administration Degree from Rochester Institute of Technology (1979)
and a Bachelor of Science Degree from Southern New Hampshire University (1974) and is a Fellow in
2008/2009
HFMA. Chapter Sponsors
Platinum
Leonard J. Shute Simon Graduate School
Senior Director for Finance and Chief Financial Officer of Business, U of R
Strong Memorial Hospital
Gold
Mr. Shute joined Strong Memorial Hospital in 1991 as Director of Financial Bonadio Receivables
Operations and assumed his present position in 1995. From 1982 to 1991, Mr. Shute Solutions, LLC
was the Vice President for Institutional Affairs for Blue Cross/Blue Shield of the Excellus Health Plan Inc.
Rochester Area. Prior to that, Mr. Shute was the Chief Financial Officer for Preferred Care
Rochester Area Hospitals’ Corporation. Mr. Shute received a Bachelor of Science degree in Accounting Roberts Wesleyan College
from St. John Fisher College. He is a current member and former regional board president of the Health
Care Financial Management Association. Silver
Mr. Shute serves on the Finance Committee of the Hospital Association of New York State, and chairs
Nixon Peabody, LLP
the Chief Financial Officer committee of the Rochester Regional Healthcare Association. He is a Board Provider Consulting
member of the Seneca Park Zoo and served as Board Member and Treasurer of Monroe Golf Club. Solutions, Inc.
Rotenberg & Company, LLP
Unity Health System
Deborah K. Weymouth University of Rochester
Executive Vice President/Chief Financial Officer, Thompson Health Medical Ctr.
Chief Operating Officer , F.F. Thompson Hospital Rochester General Hospital
Health System
Her years of experience lending to nonprofits and her service on the F.F. Thompson
Sodexho Marriott
Foundation Board of Directors was what led Deborah K. Weymouth, then vice
president of Key Bank in Rochester, to leave behind a career in banking and join
Healthcare Services
Thompson Health’s team in 1995. Prime, Buchholz & Associates
Hired as the vice president of operations for the skilled-nursing facility, she was promoted in 1999 to Bronze
senior vice president of operations for the health system, helping oversee the founding of the Sands Eagles Wings Consulting
Cancer Center, and a $28 million project that doubled the size of Thompson’s Emergency Department The Credit Bureau
and added an all-digital Diagnostic Imaging Department. Beth Platt & Associates
Since her appointment as Thompson Health’s Chief Financial Officer in 2004, Ms. Weymouth has
HANYS Benefit Services
managed all financial and operational aspects of six corporations with more than 1,300 employees and Med-Scribe, Inc.
gross revenues of approximately $95 million. She is credited with helping Thompson achieve a positive Mercantile Adjustment
operating margin for 2006, 2007 and 2008. This past July, while remaining CFO, she took on the roles of Bureau, LLC
Chief Operating Officer for the hospital and Executive Vice President of the Health System.
A fellow of the American College of Healthcare Executives and member of the HANYS Finance
Committee, Ms. Weymouth is also active in her community, where she is founder/head coach of the
Canandaigua Aquatics Swim Team. Earlier this year, The Rochester Chapter of Financial Executives
International and the Rochester Business Journal named her “Financial Executive of the Year” in the
category of Small Not-for-Profit organizations.
3. Healthcare finance professionals must meet the challenges of the modern healthcare environment
to ensure accurate representation and work with a broad cross-section of stakeholders to improve
the healthcare industry.
ABOUT THE MODERATOR HFMA Rochester
Gerald Archibald, CPA, FHFMA, CMCP Region Website
Partner, Management Advisory
Services Division, Bonadio & Co. Be sure to visit us on the web at
www.rochesterhfma.org. There you
Jerry Archibald is a Certified Public Accountant in New York, and is can read more about HFMA and
certified as a Fellow in the Health Care Financial Management what your local chapter is doing.
Association and as a Certified Managed Care Professional.
You can also visit the Rochester
He has over thirty years of experience in providing audit, tax, and consulting services
region job bank and access career
to healthcare and tax-exempt industry clients. Jerry is a partner and founding
sources, such as professional
member of Bonadio & Co., LLP, and serves as the team leader for the Health and
certification programs, career self-
Human Services/Tax Exempt Group, which consists of six partners, three principals and
assessments, employment
represents more than 25% of The Bonadio Group’s annual revenue.
opportunity updates,
Gerald specializes in business and accounting needs of tax-exempt, municipal, and resume referral
health care providers and has served more than 200 organizations in those categories services, mentoring
as well as numerous for-profit organizations. For the past ten years, he has written a opportunities and
monthly column for the Rochester Business Journal on non-profit management more.
issues/challenges.
Woodcliff Hotel & Spa ABOUT HFMA
HFMA is the nation's leading
personal membership
organization for healthcare
financial management
professionals. HFMA brings
Located near by the scenic Finger
perspective and clarity to the
Lakes region of upstate New York,
industry's complex issues for the
and only 20 minutes from Rochester,
purpose of preparing our
NY, Woodcliff Hotel & Spa, formerly
members to succeed and, more
known as the Lodge at Woodcliff is a
importantly, to be successful.
premier hotel and conference
Through our programs,
center.
publications and partnerships we
enhance the capabilities that
From Airport strengthen not only individual
When exiting the airport, turn right onto Brooks Avenue. careers, but also the organizations
Bear right onto Rte. 390 South. from which our members come.
Continue on Rte. 390 South to Rte 590 North. HFMA is comprised of about
Follow Rte. 590 North to Rte 490 East. 32,000 members employed by
Continue on 490 East to Exit 28 (Rte. 96 Mall Exit). hospitals, integrated delivery
At the exit ramp light turn left onto Rte. 96. systems, long-term and
Pass under the expressway and turn left at first traffic light onto Woodcliff ambulatory care facilities,
Drive. managed care organizations,
At the top of the hill turn left at hotel sign. medical group practices, public
accounting and
From Rochester consulting firms,
Take 490 East to Exit 28 (Mall Exit). insurance
At the light turn left onto Rte. 96. companies,
Pass under the expressway and turn left at first traffic light onto Woodcliff government
Drive. agencies and
At top of the hill turn left at hotel sign. other healthcare organizations.
4. REGISTRATION: CFO Perspective on the Healthcare Industry
Facility Name: Phone:
Address:
Please indicate each registrant that will be attending:
HFMA Member #
or Student's College (must be
Registrant Name: Email address completed to receive discount) Total Due
TOTAL:
Cost: Mail to: Marcia Haines
Member $50.00 165 Court St.
Non-Member $80.00 Rochester, NY
Full-Time Student $25.00 14647
Register by: January 15, 2009
by sending your registration form via fax to (585) 453-6255
Make checks payable to: HFMA
Attire: Business casual
If you have a question, email Marcia Haines at
marcia.haines@excellus.com or call (585) 453-6330.