MAY 2012 NEWSBRIEF 2 - SoCal HFMA 2012.pdf · Steven Blake FHFMA,CPA NEWSLETTER OF THE SOUTHERN...

NEWSBRIEF

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2O11|2O12_________________

OFFICERS

Steven R. Blake, FHFMA, CPA

President

Scott UjitaPresident Elect

James Moynihan, FHFMA, MBA

Vice President

Mary (Kathy) Hammack, CHFA

Treasurer

John T. (Jack) GibertsonSecretary

Christopher J. KinseyImmediate Past President

DIRECTORS

Donna Anglin, FHFMA, MBA

Richard Anzalone

King Bechtel

Kristina Cabral

Eric Delgado, FHFMA

Samuel J.King, FHFMA, MBA, MPH

Lisa Wada

SouthernCaliforniaChapter

INSIDETHIS ISSUE

Ready or NotPAGE 4

Annual AwardsPAGE 7

Leadership TrainingConferencePAGE 8

Kicking Off the New YearPAGE 9

Calendar of EventsPAGE 9

As we bring our fiscal year to a close, it was my pleasure to thank the members and sponsors thatcontributed to another successful year at our Awards Dinner aboard the Queen Mary, April 26, 2012.We have once again hit all of our goals for the chapter and this could not be accomplished withoutthe dedicated efforts of a number of individuals and organizations. [See the article on AnnualAwards in this issue].

We are exploring new joint educational venues with HIMSS and ACHE (HCE) as we strive to integrateour respective disciplines. This has great potential for future growth opportunities.

To keep you informed, we constantly update our website www.hfma-socal.org. Please take a look as it contains listings of educational events, copies of Newsbrief, Membership information, our photogallery, and a listing of our Officers and Board members and Committee Chairs.

On June 1, please join Scott Ujita [2012/2013 President] and the Board of Directors at our AnnualPlanning meeting. Our programs would not exist without the dedicated efforts of volunteers thatmake up the working committees, established at that time. Ongoing planning includes a 60 yearcelebration event for our chapter, as well as plans for collaboration with other California andRegion 11 chapters. We encourage you to get involved!

Thank you.

Steven Blake FHFMA, CPA

President, HFMA, Southern California Chapter

P R E S I D E N T ’ S C O R N E R

Highlights for Chapter ActivitiesSteven Blake FHFMA, CPA

NEWSLETTER OF THE SOUTHERN CALIFORNIA CHAPTER OF H.F.M.A.

VOLUME 21 / NUMBER 5 WWW.HFMA-SOCAL.ORG MAY 2012

2O11-2O12 CORPORATE SPONSORS

NEWSBRIEFSouthernCaliforniaChapter

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2O11|2O12_________________

COMMITTEES

CertificationSamuel J.King, FHFMA, MBA, MPH – CHAIR

CFO Round TableEric Delgado, FHFMA – CHAIR

Davis Chapter Management (DCMS)Lisa Wada – CHAIR

Educational OutreachDan Carrier, CTP – CHAIR

Fall ConferenceJames Moynihan, FHFMA, MBA – CHAIR

Founders Points CoordinatorDonna Anglin, FHFMA, MBA

Government ProgramsDonna Anglin, FHFMA, MBA – CHAIR

Long Term CareStephen David – CHAIR

MembershipGreg Labow, FHFMA – CHAIR

Member ContactLori M. Kuwahara

Networking & Social CommitteeKing Bechtel – CHAIR

Program PlanningJames Moynihan, FHFMA, MBA – CHAIR

Region11SymposiumVictoria Morgan, FHFMA – CHAIR

Revenue CycleKiet Lam – CHAIR

Sponsorship CoordinatorJames M. Cummings

Student Recruitment, Mentoring & ScholarshipSamuel J.King, FHFMA, MBA, MPH – CHAIR

Website CoordinatorDonna Anglin, FHFMA, MBA

Yerger CoordinatorGreg Labow, FHFMA

NEWSBRIEF COMMITTEE & EDITORSGenevieve Nelwan – CHAIR

Kristina Cabral – ADVISOR

Donna Anglin, FHFMA, MBA

Cari BalfourAlice DunlapLori M. KuwaharaJulie SimerLisa Wada

PhotographerRichard A. Anzalone

HFMA SO-CALADMINISTRATIVE ASSISTANTLori M. Kuwahara323-266-4362714-844-9354 [email protected]

VOL.21-NO.5 • MAY 2012 • PAGE 2

_________________________ PRESIDENT’S CLUB _________________________

_________________________________ BRONZE _________________________________

___________________________________ GOLD ___________________________________

__________________________________ SILVER __________________________________

Systems

Employee Owned

ProgressiveManagement

NEWSBRIEF VOL.21-NO.5 • MAY 2012 • PAGE 3

Kaiser Foundation Health Plan. Dr. Southam is a seniorexecutive at Kaiser Foundation Health Plan, and a trendsetterin providing cost effective high quality care. His presentation isentitled “How Kaiser Permanente Implements Accountable CareUnder Health Care Reform”. Kaiser is unique in being both aplan and provider, but much can be learned about how they areoperating during this rollout of healthcare reform.

Our second Monday general session will consist of a panel ofSouthern California health system CFOs who will speak to thechallenges of healthcare and provide their responses. Our speakersinclude Sue Andersen,VP and CFO, Central Coast ServiceArea, Dignity Health; Houshang Abd, Corporate CFO,AHMC Healthcare, Inc.; and Steven R. Blake, FHFMA,CPA, Executive VP & CFO, Integrated HealthcareHoldings, Inc.

On Tuesday, our general session speaker will be BrentBarnhart, Director, Department of Managed Health Care.Mr. Barnhart is a newly appointed director of the DMHC at atime of great change. He will comment on the challenges ofManaged Care in California and the regulatory initiatives of hisdepartment. Our Tuesday luncheon speaker will be JeanneScott Matthews, and those who have heard her speak knowthe timing for her political commentary, just before the election,could not be better. Her presentation is entitled,“The PatientProtection and Affordable Care Act. . . (Obamacare)Will it Survive the 2012 Elections? And If Not, WhatHappens Next??”

Our MANY breakout sessions (15 in all) provide attendees withtools for use back at the office. If you are a PFS, Finance, orManaged Care professional, this conference has the informationyou need to do your job better. All our courses are designed

to enable our attendees toreturn to their health systemswith ideas and tools that canbe implemented to completeour work better and faster!We hope that you have funand build friendships as you learn at the 22nd Annual Fall Conference.

This year’s Fall Conference will be held at the beautiful HyattGrand Champions Resort in Palm Desert! Our conference startswith Sunday afternoon sessions as part of the regular conference.15 breakout sessions and multiple general sessions make thisconference an educational bargain for all attendees!

Are you looking for education that will help you do your job better?We have 15 breakout sessions for PFS, Finance, and ManagedCare Professionals. Consider these “hot”breakout sessions.� No Excuses! Removing the Barriers and Enabling Point

of Service (POS) Collections� Mistakes to Avoid When Implementing a Cost Accounting

System - Cesar Fernandez-Mansilla� Regional/Operational Effects on Hospital Pricing and

Strategies for Price Defense – Jamie Cleverley� The CFO Prospective: A Makeover of the Current

Revenue Cycle Process Panel Discussion� Hospitals and Medical Groups:

Partnering for Coordinated Accountable Care

These are just five of our 15 breakout sessions. Check it outonline at www.hfmasocal-sandiegofallconf.org

Our first general session will be on Sunday afternoon asDuane Dauner, President and CEO, California Health-care Association will speak about“Preparing For Value BasedHospital Services and Making Health Care Reform Work forProviders”. Mr.Dauner is always one of our highest rated speakersand his insights will ring true for all health system attendees.

This year’s keynote speaker on Monday morning will beArthur Southam, MD, MPH. Executive Vice President,

September 9-1122nd Annual California Chapters Fall Conference

The Hyatt Grand Champions ResortPalm Desert,CaliforniaJim Moynihan, FHFMA, Co-Chair ______________

S A V E T H E D A T E

The Health Information Technology for Economic and ClinicalHealth Act (known by its clever acronym,“HITECH”) wasintroduced as part of the American Recovery and ReinvestmentAct (ARRA) of 1999. The legislation was created to both stimulatethe adoption of electronic health records in the United Statesand to require “new and improved”privacy safeguards forprotected health information.

In addition to the goal of stimulating the American health carecommunity’s transition from paper medical records to electronicmedical records, the HITECH Act incorporated several amend-ments to the Health Insurance Portability and AccountabilityAct (HIPAA), the be-all-end-all source of regulations regardingthe protection of confidential health information. Due to ananticipated universal increase in the transmission of electronicprotected health information (ePHI), the HITECH Act soughtto expand the scope of privacy and security protections availableunder HIPAA, specifically as it relates to ePHI. Some of the

Newly Certified Members & Fellows:Steven B. Fuesler, CHFPMichael A.Almanzor, FHFMA, MBA, CPAJeffrey M. Lambert, CHFPSheri L. Hughes, FHFMAMary (Kathy) K. Hammack, CHFPEric M. Delgado, FHFMAErin Ward, CHFPMiten R. Bhatt, CHFPAnanta Mukerji, CHFP

notable elements of the HITECH Act that all covered entitiesmust be aware of are (a) breach notification requirements,(b) privacy and security obligations for business associates ofcovered entities, including civil and criminal penalties for non-compliance therewith, (c) penalties – both civil and criminal –associated with non-compliance, and (d) establishment of greaterenforcement mechanisms, such as mandatory periodic auditsby the Department of Health and Human Services (HHS).

While the HIPAA regulations may have once been viewed assparingly enforced, times have certainly changed. In November2011, as required by the HITECH Act, the Office of Civil Rights(OCR) commenced in-depth audits of 150 covered entities toreview compliance with the privacy and security provisions ofHIPAA. If your organization was not among the lucky 150organizations selected as part of the OCR audit roll-out, it is notyet time to breathe a sigh of relief. More audits are on the way,and every covered entity needs to make sure that its complianceplan and associated privacy and security policies are adequate,complete, and, most importantly, being complied with by everysector of the organization.

Under the audit program, health care providers will be requiredto provide documentation within ten days after receiving notice.In addition, key personnel must be prepared to answer inter-view questions during the“on-site”portion of the investigation.Once the audit report is prepared, the provider will have onlyten days to provide comments before the report becomes final.Although this is a trial program, the program is likely to beexpanded in 2013. With careful advance preparation, you willbe ready when the auditors come calling.


Ready or Not, Here They Come.The HIPAA Audits Are Coming Your Way…

IsYour Organization Ready?__________________ Julie A.Simer | Brooke Hardin Ledger | Buchalter Nemer __________________

Save the Date15th Annual

HFMA Region 11 Healthcare Symposium

January 27, 2013 – January 30, 2013

Keynote speakers:

For speaking opportunities contact Karen Shah: [email protected] For sponsorship opportunities contact Scott Harvey: [email protected]

For general information www.hfmaregion11symposium.org

S A V E T H E D A T E

C O N G R A T U L A T I O N S

The Southern California Chapter of HFMA is pleased to announce two programs available for hospitals andhealth systems for onsite staff training.� We provide the instructors� We instruct using HFMA-developed curriculum� You provide the classroom space

The target audience consists of staff level associates fromPatient Access, Case Management, Patient Financial Servicesand Financial Counseling.This is an opportunity to provide afoundation of Revenue Cycle knowledge for both new and longterm employees. We recommend a maximum of 30 attendeesper session in a classroom setting at your facility.

COURSES INCLUDE:1) Mastering the Revenue Cycle: From Key Practices to Clean Claims to Denials ManagementFour hours of in-depth training covering revenue cycle basics,coordinating data for clean claims and understanding andmanaging denials� Part 1 - Revenue Cycle 101� Part 2 - Coordinating Data for Clean Claims� Part 3 - Understanding and Managing Denials

2) Excellence in Customer ServiceFour hours of in-depth training covering customer service best practices� Part 1 - Understanding Our Customers � Part 2 - Patient Centric Process� Part 3 - Words and Phrases to Avoid

Participants will receive a workbook for their use in class and asa post-course reference. Each course consists of case studiesand interactive exercises.The time required is 5 hours in oneworking day providing approximately 4 hours of educationplus breaks.

Courses are offered for a fixed fee per day of $700.Workbook cost per attendee is $30.

For more information and/or to schedule a course, contact Victoria Morgan, FHFMA at [email protected]

The spring educational outreach sessions for Orange Countyand the Inland Empire were recently held on April 20 and 27.Curtis Degenfelder and Kim Harrison provided presentationsthat included updates on the legislative changes and bestpractices for designing FQHC collaborations. Kim also provideda presentation on how to develop strategies to address theIRS-required Community Health Needs Assessment for501(c)(3) providers. The Educational Outreach Committeewould like to extend a special“Thank you”to Tim De Cou forproviding a valuable roundtable discussion session on ACOsat the Orange County session.

Several upcoming opportunities for “Lunch and Learn”webinarsessions are scheduled for the coming months. On May 17, a“Lunch and Learn”session will be provided on the topic of“Medicare Compliance Challenges in the Age of HealthcareAccountability”from John Zelem of Executive Health Resources.John will be discussing the latest challenges that providers facefrom Medicare’s healthcare audit accountability. This sessionwill include a review of the Medicare regulatory groups andtheir roles, as well as explain how to identify an organization’sgreatest threats and opportunities. More details about thesession and the link to register for the event can be locatedon the chapter events page.

Educational Outreach Upcoming Event ScheduleMay 17 / Chapter Webinar – Lunch & Learn

“Medicare Compliance Challengesin the Age of Healthcare Accountability”

June 21 / Chapter Webinar – Lunch & Learn

July 19 / Chapter Webinar – Lunch & Learn

Be sure to check the “Events”page on the chapter website for more details on the full upcoming educational calendar.


––––––––––––––––––––––––––––––––We Bring TrainingSolutions to You!

FQHC and CommunityHealth Needs AssessmentPresented at SpringOutreach SessionsJonathan Perry _________________________

The recent HFMA Southern CaliforniaEducational Program held in downtown LosAnge les was chock fu l l o f l ea rn ingopportunities, including three sessions fromthe Government Programs committee. Themorning presentation was given by Dale Bakerof Baker Healthcare Consulting. Dale providedan update on the Medicare IPPS Wage Indexincluding the current changes and somepossible future changes. MedPAC has proposedthat the future wage index be based on BLS(Bureau of Labor Statistics) data, which, Dalepointed out, has many problems. This proposalis opposed by the American Hos-pital Association, the Federationof American Hospitals and bymost State and Regional hospitalassociations. Dale has been travel-ing around the country proactivelysuggesting a solution and hopingthe hospital industry will supporthim. His proposal is outlined in hisslide deck which is available onthe HFMA SoCal website.

The second session, immediatelyfollowing lunch, was a MACupdate. Marty Lothes, Director orProvider Audit for J1, returned for another session since he was inundated with questions inNovember regarding the new guidelines for producing cross-over bad debt logs. Another hot topic was the recently publishedSSI ratios and how the MAC will implement them. Unfortunately,instructions had not been issued to the MAC at the time ofthis update, but Marty anticipates they will be available soon.He thinks CMS will most likely instruct the MACs to settle oneyear of cost reports at a time, quarterly, over a one-year period.For the four years of SSI data that were issued, there areapproximately 827 cost reports impacted. Marty also respondedto member submitted questions. The questions and answerscan be found at the end of the presentation which is availableon the HFMA SoCal website.

The last session of the daywas titled“Medicare Cross-over Bad Debt – Change inSOC Methodology, plusUpdated SSI Ratio.”KevinPascoe, of Gong NashedPascoe, Inc. and Scott Ujita,of Toyon Associates, Inc., whohave many years of dealingwith crossover bad debtsbetween them, providedsome tips on how to dealwith the new requirement ofdetermining actual Medi-CalShare of Cost, (“SOC”) for

the crossover bad debt logs. This new requirement was setforth in a letter to providers dated January 27, 2012.The letterstated that the 2% SOC estimate that has been used inCalifornia for over a decade is no longer acceptable andgoing forward, providers must determine the actual SOC.This new requirement applies to all unaudited logs so youmay be asked to update a log already submitted if it hasn’tbeen reviewed. For future logs and audits, the speakerssuggest printing and keeping the POS information for allMedi-Cal patients. Also, be sure to keep notes in the patient file that state whether or not there is a SOC so that someonereviewing the files years after the fact doesn’t have to guess.

–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––All three presentations from the March Government Programs sessions are available online at theHFMA Southern California website at http://www.hfma-socal.org/education_materials.html .


Government Programs Track at the March Educational Program

______________ Donna J. Anglin, FHFMA, MBA ______________

G O V E R N M E N T P R O G R A M S

VOL.21-NO.5 • MAY 2012 • PAGE 7 NEWSBRIEF

On Thursday, April 26th, HFMA membersand guests stepped aboard the historicQueen Mary for the Southern CaliforniaChapter Annual Awards Dinner and BoardInstallation. As we boarded this legendaryocean liner, now retired in Long Beach,guests gathered in a beautiful ballroomwhere you could feel the history dating back to the 1930s.

This was a special event not only to honor the many volunteers of HFMA, but also a fun evening reception to reconnect withfriends and colleagues, and the opportunity to meet new ones, while listening to thecool sounds of Matthew Sikora and theHarvestmen band.

Shery Weaver, who was our gracious hostfor the evening, handed the stage to our2011-2012 Southern California ChapterPresident, Steven Blake, FHFMA, CPA, where he recognized the following individuals for their time and efforts dedicated to your chapter:

Founders AwardsGold – David R. SchinderleBronze – Steven L. Levine, CPA Bronze – Jack Gilbertson, CPABronze – King Bechtel

Officers, Directorsand Committee ChairsPresident – Steven Blake, FHFMA, CPAPresident-Elect – Scott UjitaPast President – Chris KinseySecretary – Jack Gilbertson, CPAVice President – Jim Moynihan, FHFMATreasurer – Kathy HammackAdvisor – Greg Labow, FHFMA (Past President)Director – Donna Anglin, FHFMADirector/Chair – King BechtelDirector – Kristina CabralDirector/Chair – Lisa Wada Director – Richard AnzaloneDirector – Samuel King, FHFMAChair – Dan CarrierDirector/Chair – Eric Delgado, FHFMA Chair – James Cummings (Past President)Chair – Kiet LamChair – Stephen David, CPA

President’s AwardsGreg Labow, FHFMADonna Anglin, FHFMADebby Chanen, FHFMASamuel King, FHFMAVictoria Morgan, FHFMAChris KinseyLori KuwaharaGenevieve Nelwan

President’s Gavel PresentationScott Ujita

President’s Service RecognitionSteven Blake, FHFMA, CPA

Installation of Officers and Directors for 2012-2013 President – Scott UjitaPresident Elect – Jim Moynihan, FHFMAVice President – Kathy HammackSecretary – Samuel King, FHFMATreasurer – Jack GilbertsonPast President – Steven Blake, FHFMA, CPADirector – King BechtelDirector – Eric Delgado, CHFPDirector – Tim BantaDirector – David Blunt, CHFPDirector – Donna Anglin, FHFMADirector – Kiet LamDirector – Genevieve NelwanDirector – Lisa Wada

Kristina Cabral _____________________Annual Awards Board Installation Dinner Gala&


ideas and helped me understand some of the basics that I wasmissing.The mission of HFMA, to provide unity, leadership and,especially, education will be served in great fashion this year. Iwould love to see all of you at the HFMA planning meeting onJune 1st so you can get some of the enthusiasm to volunteer.

Kiet Lam – Voting Board MemberAs a new board member, and having never previously attendedLTC, I was a bit nervous, not knowing what to expect. Uponarriving at the beautiful Harbor Beach Marriott in Fort Lauderdale,I was taken aback by the sheer number of HFMA attendees.The lobby and hotel restaurant were buzzing with energy andchatter; everyone laughing and connecting. It was the perfectsetting for what turned out to be an unforgettable conference.What I valued the most from this experience was the opportunityto meet and share ideas with so many motivated and talentedHFMA leaders from across the country. I learned a number ofcreative ideas to enhance educational programming and I lookforward to incorporating them in the upcoming year. I also trulyenjoyed the opportunity to team build with my fellow SouthernCalifornia chapter directors.Thank you to the Executive Board,and especially Scott Ujita, for giving me this wonderful opportunity!

Kristina Cabral- Membership Membership is a vital role and the foundation of our organization.As the incoming Membership Chair, I came to LTC with an openmind and an eagerness to learn. I have been involved withHFMA for a few years, but thought I would kick things off byattending the HFMA 101 course for new leaders that broughtthings back to basics. Each day there were fantastic breakoutsessions which covered membership recruitment throughmembership retention.The most valuable ideas I will take awaywill be from my fellow peers across the country. With knowledgeof our membership resources and new concepts, the MembershipCommittee will strive for continued growth for our Chapter.

The Leadership Training Conference (LTC) was held in beautifulFort Lauderdale.This year, the chapter leaders selected tenmembers to represent the Southern California Chapter; they are,left to right above, Kiet Lam,Victoria Morgan, Jack Gilbertson,Sam King, Tim Banta, Kathy Hammack, Scott Ujita, KristinaCabral, David Blunt and Jim Moynihan. Below they share someof their experiences from this year’s LTC.

Scott Ujita – PresidentI enjoyed LTC because it helped me to plan the upcoming yearas President of our chapter.The Region 11 planning time isalways an important time to get together and learn the latestchanges within the HFMA organization.The President’s break-out sessions taught me many skills that will be needed for theupcoming year.The National Chair’s theme,“Leadership Matters”,will help me focus this year on transitioning our members intofuture leadership positions within our chapter.

Kathy Hammack – Vice PresidentThe LTC Program Planning track was filled with suggestionsand tools for planning and executing meaningful educationalevents. Representatives from HFMA National shared successstories both from National and other chapters. We had theopportunity to sit in groups with HFMA program chairs fromother states such as Michigan, New York, Ohio, North Carolinaand Maryland. Each group was able to share what has workedin their chapters and the problems encountered along the way. We brought back several ideas that we hope to includenext year to bring more value to our program attendees and to our membership.

Tim Banta – Voting Board MemberThis is my first experience in leadership for HFMA, and I foundthe LTC an informative and supportive experience.The localleadership met, showing me a level of professionalism andenthusiasm that will keep me going for the whole year.Representatives from HFMA National gave some wonderful

The Leadership Training Conference Experience

C E R T I F I C A T I O N N E W S

2012 EVENTS_____________________________________________May 17 | Chapter Webinar 11:30am-1:00pmJune 1 | Annual Chapter Planning Meeting 8:00am-12:00pm / Embassy Suites, BreaJune 21 | Chapter Webinar 11:30am-1:00pmJune 24 - 27 | HFMA's Annual National Institute Mandalay Bay Resort and Convention Center, Las VegasJuly 12 | Cost Report Training Center for Healthy Communities, Los Angeles - Full day workshopJuly 19 | Chapter Webinar 11:30am-1:00pmAugust 16 | Educational Program #1 Center for Healthy Communities, Los Angeles September 9-11 | Fall Conference: SoCal/San Diego/Imperial HFMA Chapters Hyatt Grand Champions Resort, Indian WellsSeptember 20 | Chapter Webinar 11:30am-1:00pmOctober 18 | Educational Program #2 TBDOctober 25 | Statewide Webinar 11:30am-1:00pmNovember 14-16 | Educational Outreach Programs TBDNovember 15 | CFO/Controller’s Luncheon #1 11:30am-1:30pm TBD

2013 EVENTS SAVE THESE DATES_____________________________________________January 17 | Chapter Webinar 11:30am-1:00pmJanuary 27-30 | Region XI Symposium Caesars Palace, Las VegasFebruary 21 | Educational Program #3 TBDMarch 21 | Chapter Webinar 11:30am-1:00pmMarch 28 | CFO/Controller’s Luncheon #2 11:30am-1:30pm TBDApril 17-19 | Educational Outreach Programs TBDApril 24-26 | 60th Anniversary Celebration and Awards/Installation Banquet Renaissance Esmeralda, Indian Wells Resort & SpaMay 16 | Chapter Webinar 11:30am-1:00pmJune 16-19 | 2013 / HFMA’s Annual National Institute Orange County Convention Center, Orlando, Florida

Details on all events can be found on the chapter’s website: www.hfma-socal.org/ , click on Events Listings.

HFMA SO. CALENDAR


are new to the chapter or a long time member, if you want tomake a big or little commitment, our chapter has a place foryou. There are a variety of committees to work with and aplethora of opportunities you can help with. Here is a list ofthe committees: Certification, CFO Roundtable, EducationOutreach/Webinars, Fall Conference, Government Programs,Legislative, Long Term Care, Membership, Program Planning,Networking/Social, Newsbrief, Region 11 Symposium,Revenue Cycle, Student Recruitment/Scholarship, Website,Sponsorship, and Yerger.

If you have any questions about any of these committees,you can contact Lori Kuwahara at [email protected] orScott Ujita at [email protected] /925-685-9312.

To register for this free event or to get additional informationgo to http://www.cvent.com/d/scqp0d/1Q and join the fun.

We are planning an exciting yearwith more education, more net-working and more fun! Join uson June 1st the Brea EmbassySuites for our annual kickoffplanning meeting. This will bethe first meeting for the newofficers of the Chapter that youvoted in. Here is the list of thevoting board members of our

Chapter: Scott Ujita, Jim Moynihan, Kathy Hammack, JackGilbertson, Sam King, Steve Blake, Donna Anglin, Tim Banta,King Bechtel, David Blunt, Eric Delgado, Kiet Lam, GenevieveNelwan and Lisa Wada.

When you make the time to attend the planning meeting, youcan help set the foundation for a successful year. Whether you

Kicking Off the New HFMA Year___________________________________________________________________________

2012-2013Southern California Corporate SponsorshipProgramThe Corporate sponsorship program is now inits third and most successful year. We currentlyhave fifteen corporate sponsors at a variety ofsponsorship levels. It is my belief that corporatesponsors truly value the unique position ofbeing a corporate sponsor. As a corporatesponsor they are recognized at each of our threechapter education sessions. That recognitiontakes three forms: 1)All employees of the spon-soring firm wear name tags that identify themas a sponsor, 2) The names of all corporatesponsors are posted prevalently in theregistration lobby, 3)All sponsors are featuredin a power point presentation that highlightsthem and upcoming chapter events.

In addition to the increased visibility at chapterevents, Corporate Sponsors have links to theircorporate website posted on the SoCal chapterwebsite. Our chapter has over one thousandmembers who routinely visit the web-site, inaddition to members of other HFMA chapterswho also visit our website. And finally, in everyedition of Newsbrief, there is a list of corporatesponsors along with their corporate logo.

Sponsorship registration forms are available onthe chapter website www.hfma-socal.org. Thecontributions for corporate sponsorship areprorated so it is always a good time to sign upas a corporate sponsor. Should you have anyquestions about becoming a corporate sponsor,contact James Cummings, SponsorshipChairperson, at: [email protected].


WHY BECOME A CORPORATE SPONSOR?

Visibility is a powerful advantage, and as a sponsor of the Southern CaliforniaChapter of the Healthcare Financial Management Association (HFMA-SoCal), yougain exposure to a select audience that is over 1,100 members strong. Our member-ship consists of CEOs, CFOs, Revenue Cycle leaders, Patient Financial Servicesdirectors, and other healthcare finance professionals. You emerge as a leader bydemonstrating your support of professional education and quality programs.

As an HFMA SoCal sponsor, a wealth of recognition opportunities is yours. At aminimum, you will see your organization’s name and logo on pertinent marketingmaterials and gain on-site acknowledgement and signage at educational conferences.Additional promotional opportunities are available, depending on the category ofsponsorship you select as outlined below.

With your support and technical expertise, HFMA-SoCal will continue to thrive and provide more services that are valuable to our members and potential members. The Southern California Chapter is proud of its current affiliations with sponsors and looks forward to hearing from you.

All sponsorships are received with great appreciation and in good faith; we are the stewards of your investment.

CATEGORIES AND BENEFITS OF CORPORATE SPONSORSHIP

2 0 1 2 - 2 0 1 3 C O R P O R A T E S P O N S O R P R O G R A M

southern california chapter

BRONZE SILVER GOLD PRESIDENT’S BENEFITS $1,000 $2,500 $3,500 CLUB $5,000

Posting at all chapter meetings X X X Xaccording to sponsorship category.––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Listing of sponsor according to X X X Xlevel in all Chapter program brochures.––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Listing of sponsor according to X X X Xcategory in each issue of the Chapter newsletter and on Chapter website with link to sponsor website or email addess.––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Option to sponsor an Information Xtable at all chapter education events.––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Free registration certificates at Chapter 1 2 3 5educational program* (as indicated). ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Quarter (1/4) page ad in every newsletter. X––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Option to host a hospitality suite at any XChapter educational program,* with President’sapproval (i.e. sponsoring company will pay fees of hospitality suite).––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Special ribbon and/or name tag X X X Xdesignating Chapter Sponsor.––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Opportunity to introduce speakers Xat an educational program.*––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Opportunity to speak for one minute Xat a general session on their company.*

*The educational programs for the upcoming year are scheduled for August 16, 2012, October 18, 2012 and February 21, 2013. This does not include the multi-chapter Anniversary event planned for May 2013.

CORPORATE SPONSOR INFORMATION SHEET

START DATE This Corporate Sponsorship Program begins on June 1, 2012, and runs through May 31, 2013.

DETAILS OF THE PROGRAM Enrollment period will be throughout the chapter year. An email announcement will be sent to all chapter members and vendors listed in the current membership directory. Selected vendors who have expressed an interest in sponsoring past HFMA events will also be contacted.

PAYMENTS Payments are due with the application/agreement and can be submitted at any time during the chapter year. Quoted rates assume a full year’ssponsorship at the various levels. Payments received between June and August will pay 100% of stated donation, Payments received between September and November will pay 75% of stated donation, and those paying between December and February will pay 50% of the stated donation.

A confirmation letter will be mailed after the potential sponsor commits to the agreement. The sponsor will be sent a “Thank You” note once the payment is received. The website will be updated to reflect sponsorship agreement within two weeks of receiving payment.

PLEASE COMPLETE AND RETURN THIS FORM TO:James M. Cummings, HFMA-SoCal Chapter Sponsorship Chair20638 Merridy Street, Chatsworth, CA 91311

NOTE: Please make checks payable to“Southern California Chapter-HFMA” To pay by credit card, please go to: http://www.cvent.com/d/scqpcj/1Q

SPONSOR’S COMPANY NAME __________________________________________________________________________

CONTACT NAME _________________________________________________________________________________

CONTACT PHONE NUMBER __________________________________________________________________________

BILLING ADDRESS ________________________________________________________________________________

CITY | STATE | ZIP ________________________________________________________________________________

E-MAIL _______________________________________________________________________________________

WEB SITE ADDRESS _______________________________________________________________________________

We would like to participate at the following sponsorship level:

�� PRESIDENT’S CLUB ($5,000) �� GOLD ($3,500) �� SILVER ($2,500) �� BRONZE ($1,000)�� We would like to make two installment payments.

For More Information, Contact: James M. Cummings, Sponsorship Chair, HFMA-SoCal Chapter. E-mail: [email protected] Phone: 818-642-2990

Contributions to 501(c)(6) organizations are not deductible as charitable donations for federal income tax purposes. Donations may be deducted as a business expense if they are “ordinary and necessary” in the conduct of the taxpayer's business. Always consult your tax advisor for assistance.


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southern california chapter

Corporate Sponsor Application

MAY 2012 NEWSBRIEF 2 - SoCal HFMA 2012.pdf · Steven Blake FHFMA,CPA NEWSLETTER OF THE SOUTHERN...

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Transcript of MAY 2012 NEWSBRIEF 2 - SoCal HFMA 2012.pdf · Steven Blake FHFMA,CPA NEWSLETTER OF THE SOUTHERN...