A fiddle, like any musical instrument, must be kept in prime condition. When carefully adjusted as use and time demand, at the hands of a trained musician, it can produce masterful results. The Medical & Healthcare Workshop gives you the information needed to perfectly tune your organization and help it, and key staff, strike the right chord. From regulatory changes to data security to tax updates to revenue recognition standards, our speakers cover each topic with precise measurement, so you can take away the tools you need to get fit as a fiddle.
Sponsorships are still available. Contact Misean Reed at 504.904.1133 or email@example.com.
7:30 – 8:00 am
||Registration & Continental Breakfast
8:00 – 8:05 am
||Welcome & Opening Remarks
Keith Perkins, CPA • Accounting Systems Consulting Group • Shreveport, LA
2018-19 Medical & Healthcare Services Committee Chair
8:05 – 8:35 am
Senator Bill Cassidy, MD
(Note: Due to his travel schedule, Senator Cassidy will present remotely.)
8:35 – 9:25 am
ASC 606 for Health Care: Ready or Not, It’s Here!
John “Ryan” Kelley, CPA • LaPorte CPAs & Business Advisors Metairie, LA
Karen Pinkstaff, CPA • RSM US LLP • Dallas, TX
9:25 – 9:40 am
9:40 – 10:30 am
Business Valuation and Transaction Advisory: A Healthcare Perspective
Jason MacMorran, CPA/ABV/CFF, CVA Postlethwaite & Netterville, APAC • Baton Rouge, LA
The session will provide a broad overview of business valuation concepts, with a focus on healthcare specific issues. Participants will refresh on the basics of business valuation in general, with a discussion of some of the unique regulatory nuances that impact healthcare valuations. Additionally, the session will overview transaction advisory issues in healthcare that may impact valuation.
10:30 – 11:20 am
Phishing: Some Dangerous Assumptions
Monhamed Qayoom, PMP, CISSP, DTM – LSU Health Sciences Center • New Orleans, LA
In 2016 and 2017, Phishing was the top attack vector in the world. Phishing is the attempt to obtain sensitive information such as usernames, passwords, and credit card details for mostly malicious reasons. The attackers generally disguise as a trustworthy entity and use email spoofing to direct users to enter personal information on fake websites which look and feel almost identical to the legitimate websites
In this educational and entertaining talk, Mohamad Qayoom will share: (1) how users are reacting to sophisticated phishing attacks, (2) real-world phishing examples, and (3) best practices to protect users from phishing attacks.
11:20 am – 12:20 pm
12:20 – 1:20 pm
Health Insurance Perspective for 2018 & 2019
Wesley Watkins, MBA, CBC, REBC • Owner – UDB Insurance • Alexandria, LA
1:20 – 2:10 pm
Federal and State Tax Update: Who Said Tax is Boring?
Brandon Lagarde, CPA, JD • Director – Postlethwaite & Netterville’s Tax Services Group • Baton Rouge, LA
Gary Dressler, CPA • Associate Director – Postlethwaite & Netterville’s Tax Services Group • Metairie, LA
2:10 – 2:25 pm
2:25 – 3:25 pm
Panel: The Impact of Changes to the Medicaid Program
Robert D. Ramsey • Senior Vice President and CFO of Franciscan Missionaries of Our Lady Health System, Inc • Baton Rouge, LA
Kevin Bridwell • VP of Healthcare Reimbursement of Louisiana Hospital Association • Baton Rouge, LA
Jen Steele • Louisiana Department of Health • Baton Rouge, LA
3:25 – 4:15 pm
Blockchain: Preparing for Disruption in Healthcare
Kevin Carpenter, CISA, PMP, QSA • RSM US LLP • Cincinnati, OH
Senator Bill Cassidy, MD
Dr. Bill Cassidy is the United States Senator for Louisiana.
Bill grew up in Baton Rouge, Louisiana and attended Louisiana State University (LSU) for undergraduate and Medical School.
For nearly three decades, Bill has provided care for uninsured and underinsured patients in Louisiana’s charity hospital system.
During this time, he co-founded the Greater Baton Rouge Community Clinic, a clinic providing free dental and health care to the working uninsured. Bill also created a private-public partnership to vaccinate 36,000 greater Baton Rouge area children against Hepatitis B at no cost to the schools or parents. In the wake of Hurricane Katrina, Bill led a group of health care volunteers to convert an abandoned K-Mart building into an emergency health care facility, providing basic health care to hurricane evacuees.
In 1990, Bill joined LSU Medical School teaching medical students and residents at Earl K. Long hospital, a hospital for the uninsured.
In 2006, Bill was elected to the Louisiana State Senate.
In 2008, he was elected to the United States House of Representatives to represent Louisiana’s Sixth Congressional District. In the U.S. House, Bill served on the Energy and Commerce Committee.
In 2014, he was elected to the U.S. Senate. He serves on the Health, Education, Labor & Pensions (HELP), Energy and Natural Resources, Finance, Veterans Affairs and Joint Economic Committees.
Bill is married to Dr. Laura Cassidy and they have three children. Laura is a retired general surgeon specializing in breast cancer. She helped found a public charter school to teach children with dyslexia. Bill, Laura and their family attend church at the Chapel on the Campus.
Kevin Carpenter, CISA, PMP, QSA
Director, Security, Privacy, & Risk Services RSM US LLP • Cincinnati, Ohio
Kevin has over 12 years of consulting and auditing experience. He has experience in the design and implementation of IT systems and infrastructure, as well as IT audit from both an external and internal perspective, and has served a wide array of client markets in various industries for both public and private companies of varying sizes.
Currently, Kevin is a Director of Security, Privacy, and Risk for RSM US LLP, a full service audit, tax, and consulting service provider. In his current role, Kevin leads teams that perform a multitude of in depth security reviews on various aspects of client IT environments ranging from data modeling, network security reviews, and attack and penetration testing, to broader, more risk based governance programs based on varying frameworks.
John “Ryan” Kelley, CPA
Senior Manager, Audit and Assurance Services - LaPorte CPAs & Business Advisors • Metairie, LA
Ryan began his career at a Big Four firm in 2003, serving clients in a wide range of industries. He has experience performing audits, reviews, and agreed upon procedures for SEC registrants and other entities. Ryan’s audit experience includes SEC filings, private equity ownerships, and private company reporting.
He also has provided professional audit services to several large multinational clients in accordance with PCAOB and ISA requirements and under U.S. GAAP and IFRS and has successfully coordinated global engagements.
Ryan is a member of the LaPorte Healthcare Industry Group. He has presented various technical accounting topics to the Louisiana Hospital Association, the Healthcare Financial Management Association, and others.
Jason Mac Morran, CPA/ABV/CFF, CVA
Director, Postlethwaite & Netterville, APAC • Baton Rouge, LA
Jason MacMorran, CPA/ABV/CFF, CVA, is a Director with P&N's Consulting Services Group, and leads the firm's Litigation Niche. Jason's practice focuses on business valuation, transaction advisory services, and economic damages, and his professional experience includes valuations for estate and gift matters, litigation, mergers and acquisitions, and financial reporting. Jason provides litigation support in economic damage issues, assists clients in complex financial forecasting and modeling, and performs general financial consulting.
Jason has prepared, overseen, or contributed to hundreds of valuations of businesses, interests in businesses, intellectual property, and intangible assets. He speaks nationally and locally on valuation and litigation topics, and he brings considerable training and experience to projects through his study to obtain the American Institute of Certified Public Accountant’s (AICPA) Accredited in Business Valuation credential (ABV) and Certified in Financial Forensics credential (CFF), and the National Association of Certified Valuation Analyst's Certified Valuation Analyst credential (CVA).
In 2011, Jason was appointed to the AICPA's Business Valuation Committee. This ten member committee provides technical and educational guidance to CPAs that provide valuation services. Jason has also been a faculty member for the AICPA's Expert Witness Skills Workshop which trains professionals in testimony skills, was honored as the AICPA's 2014 Business Valuation Volunteer of the Year, and was in the AICPA's inaugural Standing Ovation class for forensic accounting and business valuation professionals. In addition to his service to the AICPA in the valuation and forensic accounting areas, Jason has been an active member of the Society of Louisiana CPAs Forensic and Valuation Services Committee since 2009, chairing that committee in 2013 and 2014.
Partner, Audit Services RSM • Dallas, TX
Karen Pinkstaff has over 15 years of experience providing assurance services primarily to clients in the healthcare industry. Karen began her public accounting career in the Big 4 and has served clients of all sizes, including a large SEC accelerated filer (one of the top 3 largest for-profit systems in the country), the largest Catholic healthcare system in the world, academic medical institutions, not-for-profit systems, children’s hospitals, hospice, home health, long-term acute care and PE backed healthcare services entities.
Karen’s deep healthcare experience has also included contributing to and developing content for an audit program for testing healthcare revenue, teaching regional trainings on third-party reimbursement, representing the healthcare industry in a Revenue Recognition Expert Network, reviewing content/presenting on a national revenue recognition webcast, and contributing content to an Issue Paper for the AICPA Health Care Revenue Recognition Task Force.
Karen is responsible for leading the RSM healthcare practice in the Texas market.
Mohamad Qayoom, PMP, CISSP, DTM
DTM, LSU Health Sciences Center * Baton Rouge, LA
Mohamad Qayoom, PMP, CISSP, DTM possesses over thirteen years of professional Information Technology (IT) experience. He is currently serving LSU Health Sciences Center New Orleans (LSUHSC-NO) as an IT Consultant on Network and Security teams. He possesses a flexible portfolio of information systems management and services developed through hands-on architectural expertise in installation, configuration, and maintenance of WAN/LAN, routers, switches, load balancers, IPS/IDS appliances, and firewalls.
He has implemented projects of all sizes, scope, and diversity, including hardware, software, voice, data, and equipment. He currently is accountable for creating projects consistent with engineering best practices, providing 3rd-level operational support, delivering solutions to increase network resiliency, conducting technology assessment, product and supplier selection, vendor negotiations, requirements analysis, and advanced hardware/software solutions to meet business requirements. He has been recognized by executive administrators, staff, clients, vendors, and customers for leadership, accountability, and the ability to get the results.
Mohamad is a speaker, trainer, and a cybersecurity practitioner. He conducted presentations, workshops, or speeches in various environments including cybersecurity bootcamps, security conferences, TEDx, and other technical community gatherings.
Mohamad is at the forefront of developing a top-quality IT workforce. He teaches courses in networking, security, and project management. He mentors high school students who participate in the CyberPatriot program. He teaches boot camp classes for various IT certifications exams. Mohamad has served on the board of University of New Orleans International Association where he was a member of the Student Success Committee.
Mohamad holds a BS in Computer Science, a BS in Mathematics, an MS in Computer Science, and an MS in Engineering Management. He has been a member of the following organizations: Golden Key Honors Society, Phi Kappa Phi, Association of Computing Machinery (ACM), Project Management Institute (PMI), and Louisiana Technology Council. Some of the certifications that Mohamad possesses are CISSP, PMP, CCNA, ITIL, Security+, and Network+.
Robert (Bob) D. Ramsey, Jr. FHFMA, CPA, CIA
Senior Vice President and CFO of Franciscan Missionaries of Our Lady Health System, Inc • Baton Rouge, LA
Ramsey is the Senior Vice President and Chief Financial Officer for the Franciscan Missionaries of Our Lady Health System in Baton Rouge, Louisiana.
FMOL Health System has operating revenues of $1.9 billion. The Louisiana based health system is comprised of four hospitals with multiple subsidiaries, over 300 employed physicians and several physician joint ventures. Prior to joining the System, he was the CFO of Our Lady of the Lake Regional Medical Center, a subsidiary of FMOLHS. Prior to that, he was the Vice President and Chief Financial Officer of Doctors Hospital in Springfield, IL, which also employed several physicians and physician ownership.
Ramsey has 38 years of accounting/financial operations experience, of which, 36 have been healthcare related. He earned a BS, in Accountancy with a minor in Computer Science from Southern Illinois University and has completed class work for a MA in Accounting from the University of Illinois at Springfield. Additionally, Ramsey is a Fellow in the Healthcare Financial Management Association, a Certified Public Accountant, a Certified Internal Auditor, and a Governance Fellow of the National Association Corporate Directors.
Active in the Healthcare Financial Management Association (HFMA), Ramsey is the past National Chairman of the Board of Examiners and a member of the Louisiana Chapter. He served on the Planning Committee for the Region 9 Conference and has been a member of the HFMA National Advisory Council and various other national committees. He is a past President of the McMahon-Illini Chapter, where he held various Officer, Director, and Committee positions. He has earned the Follmer Bronze, Reeves Silver, Muncie Gold Merit and Medal of Honor Awards with HFMA.
Medicaid Director - Louisiana Department of Health • Baton Rouge, LA
Jen Steele has more than 20 years’ experience in health care policy and public finance at both the national
and state level, including nonprofit advocacy, private foundation grant making, Legislative Fiscal Office,
House Appropriations Committee, State Department of Health and Medicaid agency.
She began her career with the Louisiana Department of Health in 2001 working to align the budget with
health policy priorities, including development of a proposal to extend Medicaid coverage to the population
covered by Medicaid expansion today.
In 2006, she joined Louisiana Medicaid to manage a Robert Wood Johnson grant that became the
WorkSmart! program for continuous process improvement, which helped Louisiana earn national
recognition for Medicaid eligibility process simplification. Jen briefly served as Section Chief for Eligibility
Field Operations before being tasked with leading the Department’s Health Care Reform Section formed in
response to passage of the Affordable Care Act in 2010. In that capacity, she developed and implemented
the Greater New Orleans Community Health Connection Medicaid Section 1115 Demonstration Waiver
that continued the expansion of primary care access post-Katrina.
Since 2012, she has progressed through a series of managed care finance and budget positions, including
Medicaid Deputy Director and Chief Financial Officer, to her current position as Louisiana Medicaid
Jen received her Bachelors in International Relations from Mount Holyoke College in Massachusetts and
her Masters of Public Affairs from the University of Texas at Austin.
Wesley Watkins, MBA, CBC, REBC
Owner - UBD Insurance • Alexandria, LA
Wesley is an independent agent representing various products such as health, life, dental, vision, critical illness/cancer and disability for all size businesses as well as individuals and families. Menard High School Alumnus and graduate in business from Northwestern State University, Wesley has also earned an Executive MBA.
Wesley has over 19 years in the health insurance industry with eight years as an Account Executive for Blue Cross Blue Shield of Louisiana. Wesley's extensive work background enables him to specialize in group benefits such as Health Savings Accounts (H S A), Health Reimbursement Arrangements (HRA), Self-Funded Group Plans, Strategic Benefit Planning, and Consumer Driven Health Plans.
Wesley’s holds a designation of “Chartered Benefit Consultant (CBC)”, which defines him as an expert in the health insurance industry, particularly dealing with Consumer Driven Health Plans (CDHPs) and self-funded plans. Wesley is a Registered Employee Benefit Consultant (REBC) and is recognized as a leading national producer achieving top qualifications within the National Association of Health Underwriters. Wesley is one of the few agents that has a specific certification in Health Care Reform Law. Wesley serves on local, state, and national boards for the Association of Health Underwriters as well as advisory council to the Louisiana Commissioner of Insurance. Wesley founded UDB Insurance in 2008.
7000 Bluebonnet Blvd
Baton Rouge, LA 70810
Group Rate: $139
Cut-off date: September 18
To secure this rate mention LCPA Medical and Healthcare Workshop
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After 10/4, add $50 to your fee.
*Non-CPA staff of LCPA members may attend at the member rate.
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