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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
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.
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.
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.

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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.