ACHE WFC Finance in Healthcare Symposium

Wednesday, October 30, 2024

This 10 hour, instructor led, symposium will provide expert insight regarding a range of topics on finance in healthcare. The panels will cover topics including financial sustainability, alternative care models, push from inpatient to ambulatory, and the future of healthcare financing. Attendees are welcome to ask questions and interact with panelists. Attendees will receive 6 hours in-person ACHE credit and will have 4 hours of time to network with other healthcare professionals.

7:30-8:00 AM Check-in/Networking

8:00-8:30 AM Keynote Speaker

8:30-10:00 AM Financial Sustainability of Healthcare Organizations – A Plan of Action (1.5 In-person Education Credit)

10:00-10:30 AM Break/Networking

10:30-12:00 PM The Value of Developing and Implementing Alternative Care Models (1.5 In-Person Education Credit)

12:00 -1:00 PM Break/Lunch Provided

1:00-2:30 PM Financial Implications: The Push From Inpatient to Ambulatory Care (1.5 In-Person Education Credit)

2:30-3:00 PM Break/Networking

3:00-4:30 PM The Future of Healthcare Financing (1.5 In-Person Education Credit)

4:30-6:00 PM Reception/Networking (Optional) – Cash bar will be available

Keynote Speaker

Jared Capouya, MD, MS

Dr. Capouya received his medical education and residency training in pediatrics from the University of South Florida with further education in Healthcare Quality and Safety Management at Thomas Jefferson University, College of Population Health. He was the inaugural Medical Director of Quality at Mary Bridge Children’s Hospital in 2013, leading system level pediatric quality and safety efforts and subsequently led the quality and safety program as the Vice President of Quality and Safety, at Arkansas (AR) Children’s health system, from 2018 to 2022. Concurrent to this he was also the medical director for their statewide clinically integrated network, Arkansas Children’s Care Network, before transitioning to Nemours at the end of 2022. He also was a critical member of the Little Rock COVID-19 Mayors Task Force and co-led the AR state Maternal and Perinatal Outcomes Quality Review Committee for several years.

Additional current responsibilities include being the chair elect of the patient safety team at the Child Health Patient Safety Organization (Children’s Hospital Association), a clinical steering team member and co- lead of the innovation, technology, and research workgroup at Solutions for Patient Safety (SPS). Dr. Capouya has led several implementation efforts including population health indices, communication and optimal resolution program, harm reduction efforts across a health system, integrated behavioral health in early childhood, high reliability leadership methods and behaviors, as well as remaining active clinically.

----------

Program 1 - "Financial Sustainability of Healthcare Organizations" (1.5 In-Person Education Credit)

Dani Bowie, DNP, RN, NE-BC

Dr. Dani Bowie has over fifteen years of experience driving operational excellence in healthcare systems through innovative staffing and scheduling technology initiatives that increase nurse engagement and reduce labor costs. She has led andindependently consulted for several health systems to design and build centralized staffing and scheduling offices, while simultaneously deploying staffing and scheduling technology platforms. Dr. Bowie specializes in technology, project and people management; leveraging knowledge of the healthcare environment and bold leadership strategies/methods, to meet regulatory requirements and organizational goals, values, and deadlines. At Aya Healthcare, San Diego, CA, she leads strategic initiatives that drive workforce excellence leveraging innovative staffing and scheduling technology solutions.She is responsible for redesigning and integrating system policies, procedures, and workflows aimed and increasing clinician engagement and satisfaction while streamlining operational processes and reducing labor costs within healthcare systems.

Previously, she served as the Chief Nursing Officer and Vice President of Clinical Strategy & Transformation at Trusted Health in San Francisco, CA, from 2022 to 2024. In this role, she spearheaded transformative workforce strategies that addressed flexible staffing and scheduling, tackled burnout, and designed future recommendations through the adoption of technology. She also managed sales and consulting services, delivering a projected ROI of $20-50 million in savings.

From 2019 to 2022, she was the System Vice President of Nursing Workforce Development at Bon Secours Mercy Health in Cincinnati, OH. She developed and executed a strategic plan for a nursing workforce of 17,000 employees across over 40 hospitals and multiple ambulatory sites in seven states and Ireland. She implemented various workforce programs, including an internal agency, a market-based float pool program, an international nursing program, and a resource optimization center for staffing and scheduling.

Between 2012 and 2015, she worked at Legacy Health in Oregon and Washington as the System Director of Clinical Resource Management and Enterprise Staffing and Scheduling Technology Project Owner. She pioneered operational excellence for the central staffing office, enterprise-wide resource pool, and contract labor for eight hospitals. She led an enterprise staffing and scheduling technology project, converting 126 nursing units and 5000 end users to new technology supported through a central staffing and scheduling office.

Earlier in her career, from 2007 to 2015, she was at Providence Portland Medical Center in Portland, OR, where she served in various roles including Nurse Manager, Relief Hospital Supervisor Manager, Registered Nurse, and Charge Nurse. She administered a $14 million budget, managed 60 FTEs, and oversaw a 27-bed cardiopulmonary telemetry unit at a 450-bed Magnet Hospital. She provided operational support for emergent hospital events, ensured proper patient placement, and led bedboard meetings for inpatient nursing units and ancillary services.

Jen Rosati, CPA, MBA

Jennifer Rosati has spent her 18-year career working in the healthcare finance sector. After graduating from the University of Miami with a B.B.A in Accounting and Finance, she began working with Ernst & Young as an auditor, obtaining her CPA license and focusing on the healthcare industry. She was then hired by one of her clients, Memorial Healthcare System, to lead the Corporate Finance Department for more than nine years, before joining Broward Health Medical Center in 2022 as their Chief Financial Officer. In 2024, she joined Sarasota Memorial Health Care System as the Vice President of Financial Operations where she is responsible for the oversight of the hospitals’ and physician group’s fiscal operations. Jennifer is a wife and mother to two young boys, who are four and six years old. As a family, they spend a lot of time on different sports fields, exploring their own backyard in Sarasota, and traveling.

Lori Shea, MBA, BSN, RNC-OB, FACHE

Lori Shea, MBA, BSN, RNC-OB, FACHE, has served as Associate Vice President of Women’s & Children’s for Lakeland Regional Health since April 2020. Prior to joining Lakeland Regional, Lori has served in several leadership positions within Medical Devices, Ambulatory Practices and the Acute Care Setting with specialization in Cardiothoracic Surgery, Women’s & Children’s Service Lines throughout Florida, Texas, California and Georgia. Lori is a Fellow of the American College of Health Care Executives and holds certifications in Inpatient Obstetrics and Obstetrics, Neonatal Quality and Safety. She earned her bachelor’s in Nursing from Capital University in Columbus, Ohio and her masters in Business and Healthcare from Northcentral University. Lori currently serves as a board member for two area service organizations in Lakeland Florida.

----------

Program 2 - "The Value of Developing and Implementing Alternative Care Models" (1.5 In-Person Education Credit)

Julia Beresford, MHA, DHA

Julia is currently the Director of BayCare Physician Partners Population Health Operations, where she oversees a diverse range of population health and value-based initiatives. Prior to her role in population health, Julia served as the Director of the International Program for Johns Hopkins Medicine International, where she expanded market reach and brand presence across 15 international countries in Latin America and the Caribbean. Additionally, she established new relationships with Middle Eastern Embassies, further strengthening the organization's global presence.

With over two decades of industry experience, Julia has played a pivotal role in driving value-based care, leading practice transformations, and optimizing population health strategies. Her expertise extends to medical staff relations, clinician management, and practice management, where she consistently enhances operational efficiency and fosters collaborative environments.

Beyond her leadership responsibilities, Julia is deeply committed to education and mentorship. As a part-time professor and doctoral mentor at Capella University's School of Business and Technology, she actively contributes to shaping the next generation of healthcare leaders.

----------

Program 3 - "Financial Implications: The Push From Inpatient to Ambulatory Care" (1.5 In-Person Education Credit)

David Cato, PT, MBA

David is the Vice President of Operations for the Cleveland Clinic Florida Market. As the Vice President of Operations of Cleveland Clinic Florida Health System he is responsible for leading the planning, direction, and ensuring the smooth and efficient operations of Cleveland Clinic Florida. Provides leadership to ensure the attainment of strategic objectives and the delivery of quality and economical sound health care services are provided. Leads related initiatives including quality, innovation, teamwork, and service. Ensures new programs are developed and implemented in accordance with strategic planning. David works collaboratively with the health system team to achieve financial, operational, quality and safety, and strategic goals.

Prior to joining Cleveland Clinic Florida, David spent fifteen years at Lee Health based in Fort Myers, FL and was most recently their Chief Officer Outpatient and Hospital Operations & PostAcute Care, and prior to Lee Health spent more than eight years in the Shands health care system at the University of Florida. David has served in many executive, administrative and clinical roles throughout his career. David has facilitated teams to establish new sites of care across the continuum of healthcare to enhance access to quality care to the communities served. He has led improvements in patient care, access, flow, and coordination of care resulting in additional capacity, more efficient intake processes, decreased length of stay and lowering the overall cost of care.

David is a native Floridian and has a degree in physical therapy and a master’s degree in Business Administration both from the University of Florida.

Outside of his work, David’s passion for community service has led him to volunteer as a youth football, basketball and baseball coach for the past 25 years. David serves on the state of Florida Special Olympics Board of Directors, and he also enjoys being the Clinical Director for the Special Olympics overseeing “Fun Fitness” providing physical therapy screenings for the participating athletes at local, regional, and state Special Olympics events. David has volunteered for many other local organizations in the communities that he has worked and lived in.

Dana McQuaide Begley, MHA, FACHE

Dana joined Lee Health in October 2022. In her current position, she is responsible for the operations, development, quality, and growth for the post-acute continuum to include, home health, skilled nursing and long-term care, rehabilitation, and wellness services across Lee Health’s five hospital system. Dana is also responsible for the development of partnerships with community agencies and post-acute providers to expand the continuum and coordinate care for all patients.

Prior to her current position, Dana served as Vice President of Service Operations and Development for Lifepoint Health (TN), Vice President of Medical Management/Post Acute Services at the Conemaugh Health System (PA), Vice President of Marketing and Business Development at Select Specialty Hospital Division and The Kessler Institute for Rehabilitation of Select Medical Corporation (PA), Chief Executive Officer of Select Specialty Hospital of Johnstown (PA) and as Director of Outpatient Services at HEALTHSOUTH Rehabilitation Hospital of Altoona (PA). After graduating from Dickinson College with a degree in economics and policy management, Dana went on to earn her masters of health care administration degree from the University of Pittsburgh, Graduate School of Public Health. She is a fellow and certified healthcare executive in the American College of Healthcare Executives (FACHE) and a LEAN 6Sigma Green Belt

Eli Freilich, MD, CHCQM-PHYADV, CCDS, CCDS-O

Dr. Freilich is board-certified in Internal Medicine and Pulmonary Disease. His clinical practice experience and work as a Physician Advisor both in the inpatient and ambulatory settings, complement Enjoin’s prestigious and nationally recognized physician team. In addition to his Clinical Documentation Improvement expertise, Dr. Freilich was the Chief Medical Officer at BayCare Physician Partners where he was instrumental in helping to establish the ambulatory CDI program. Currently, Dr. Freilich serves as Enjoin’s Denial Physician Lead providing clinical guidance and support related to appeals.

For over 25 years, Dr. Freilich has traveled the path of documentation integrity from his earliest work as a physician reviewer with Florida Medical Quality Assurance Inc. Prior to completion of his medical school program at the University of South Florida College of Medicine, Dr. Freilich earned a Bachelor of Science degree from the University of Miami. Subsequent to his Internal Medicine Residency and Pulmonary Fellowship, he completed a master’s degree in Medical Management from the Tulane University School of Public Health and Tropical Medicine. His work experience before joining the BayCare Health System included serving as the Medical Director of Respiratory Therapy and President of the Medical Staff at Morton Plant Hospital. Other leadership roles he has served in include Chairman of the Medical Executive Committee, Chairman of the Research Council, and work with the Quality and Safety and Utilization Review Committees.

Previously, Dr. Freilich served as the Director, Chief Medical Officer for BayCare Physician Partners. His many accomplishments include the development of an ambulatory CDI program for the system, achieving savings each year of the existence of the clinically integrated network as well as improvement in HCC scores and savings of over $32 million dollars in first 3 years MSSP ACO.

He has served as a faculty member at the University of South Florida College of Medicine for over ten years instructing residents in documentation and coding. Dr. Freilich’s work with documentation improvement efforts includes educating physicians and assisting coders to generate queries with clinical significance.

----------

Program 4 - "The Future of Healthcare Financing" (1.5 In-Person Education Credit)

Jeff Limbocker, MBA

Jeff Limbocker was appointed Chief Financial Officer for Sarasota Memorial in October, 2022. Sarasota Memorial is a $1.8 billion revenue public hospital system in Sarasota County, FL, with a large 901-bed tertiary academic trauma center, a 200-bed hospital in Venice, FL, a 500-provider multi-specialty medical group, and multiple sites of ambulatory care. He is responsible for the overall financial oversight of the organization including Treasury, Supply Chain, Revenue Cycle, Business Analytics, etc.

Before moving to Sarasota, Limbocker was a finance executive for the Franciscan Missionaries of Our Lady Health System (FMOLHS) for 28 years, completing his tenure there as CFO for the Health System. FMOLHS is a $3.2 billion revenue Catholic healthcare organization operating eight hospitals in Louisiana and Mississippi, and a 1,000 provider employed practice. His experience includes joint venture development, physician practice management, large technology implementations, insurance partnerships, hospital acquisitions, as well as serving in various capacities for FMOLHS subsidiaries and boards.

----------

------------------------------------------------------------------------------------------------------

** ACHE In Person Hours: The American College of Healthcare Executives has awarded 1.5 ACHE In Person Education Credits for each of the following programs (6.0 hrs. total) Must be present to complete survey/obtain In Person hours.* Program #1: Financial Sustainability of Healthcare Organizations - A Plan of Action; #2: The Value of Developing and Implementing Alternative Care Models; #3: Financial Implications: The Push From Inpatient to Ambulatory Care; #4: The Future of Healthcare Financing **

Please contact Lana Palmquist, [email protected] with any questions, or request for special accommodation at least 5 days prior to the program.

Host or Publisher ACHE-WFC (Western Florida Chapter)