2011 Fall IDN Summit & Expo

Sept. 13 - 15, 2011

Arizona Biltmore

Phoenix, AZ


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FINANCIAL OPERATIONS TRACK

Improving the fiscal health of your organization in light of shrinking reimbursements and ever-expanding organizational needs to provide a superior patient experience is paramount for your survival. You will hear from healthcare executives and leading industry analysts as they share their strategies for leveraging your organization’s financial assets to bring about enhanced patient care. During this track of sessions, you should better understand GSI standards, gain new insights on activity-based costing and service-line margin management, learn strategies for securing much-needed capital for your organization’s initiatives, and hear how to create a financially successful Accountable Care Organization (ACO), among other initiatives. These sessions are designed to impact executives with direct financial management responsibilities, contract negotiating and product pricing decisions.

Tuesday, Sept. 13
12:00 pm — 1:15 pm Financial Operations Track: Developing Successful Strategies to Maximize Your Bottom Line Gold Presenters:  Brent Petty, Director, Supply Chain, Wellmont Health System; John Ortiz, Partner, Tatum Healthcare; Laurel Junk, VP, Supply Chain, Procurement & Supply, Kaiser Permanente Brent Petty is the corporate director, supply chain, for Wellmont Health System, Kingsport, Tenn. In this position, Brent has responsibility for contracting, purchasing, operations, logistics, value analysis and information technology. At Wellmont, Mr. Petty oversees the supply cost as well as leading a team in “margin management” with a supply budget of over $140,000,000.00. He has been with Wellmont for eight years and brings over 15 years of experience in supply chain leadership. Mr. Petty is a past president of the Tennessee Society of Healthcare Materials Management (TSHMM) as well as past chairman of National GPO Materials Management Advisory Committee. He is accredited by Association for Healthcare Rescores & Materials Management (AHRMM) as Certified Materials Resource Professional. (CMRP). In 2010, Mr. Petty was honored by The Journal of Healthcare Contracting as the “Contracting Professional of the Year. John Ortiz is a partner in the healthcare consulting practice of Tatum LLC. Mr. Ortiz has 34 years of healthcare experience specializing in business planning and improving organizational performance. Prior to joining Tatum, he spent 11 years in hospital and physician operations management with a Catholic healthcare system and 22 years in providing advisory services to hospitals, physician practices, health plans and governments in the US and abroad. He received his Bachelor of Science Degree in Industrial Engineering from the Pratt Institute of Technology and his Master of Science Degree in Industrial Engineering and Management from the University of Houston. He is a member and a lecturer for the Healthcare Financial Management Association, American College of Healthcare Executives, and the Healthcare Management and Information Systems Society. Laurel Junk joined Kaiser Permanente in early 2009 as vice president of procurement & supply’s supply chain team. In this role, Ms. Junk is directly responsible for the continuity of supply chain for the Northern and Southern regions of California as well as developing a supply chain strategy across all Kaiser Permanente regions in alignment with the needs of the organization. Prior to joining Kaiser Permanente, Ms. Junk held the position of vice president, supply chain and contract manufacturing for Amgen. Previously, she was the worldwide vice president of supply chain for Johnson & Johnson's Medical Devices and Diagnostic Group. She has also held various leadership positions for a range of companies including IVAC, Unisys, and Eli Lilly. Additionally, she is a certified Six-Sigma black belt. Ms. Junk has a Bachelor of Science Degree in Computer Science from the University of Minnesota-Institute of Technology and an MBA from Duke University.
1:30 pm — 2:30 pm Financial Operations: Developing and Implementing a Strategic Capital Acquisition Plan Gold Presenter:  Carol Davis-Smith, Director, Capital Lifecycle Solutions, Premier Consulting Solutions; and Daniel Majka, Senior Vice President, Kaufman, Hall & Associates, Inc. Carol Davis-Smith is a director in Premier’s Consulting Solution Division with responsibility for the development and deployment of capital lifecycle management processes and tools to Premier staff and owners. Ms. Davis-Smith has worked as a clinical engineer for nearly 20 years in not-for-profit health systems at Premier. Most recently, she assumed responsibility for the Strategic Technology Consulting services. Before joining Premier Consulting Solutions, Ms. Davis-Smith worked with Premier’s field force to pilot an IDN-based capital specialist role. She joined Premier in 1996 as a senior specialist in the technology assessment program. Previously, Ms. Davis-Smith was a clinical engineering manager at Barnes-Jewish Hospital and St. Louis Children’s Hospital. She received a BS Degree in Bioengineering Technology and an MS in Engineering. She is a certified clinical engineer and a member of the Association for the Advancement of Medical Instrumentation (AAMI). In 2009, Ms. Davis-Smith received the AAMI Clinical Engineering Achievement Award. Dan Majka is a senior vice president in Kaufman Hall’s Los Angeles office. Mr. Majka consults on a national basis for clients, including regional healthcare systems, academic medical centers, and community hospitals. His areas of expertise include the preparation of integrated strategic and financial plans, development of capital allocation processes, financial advisory services for bond issues, and merger and acquisition-related analyses. Mr. Majka is also actively involved in development efforts related to Kaufman Hall’s ENUFF Software Suite. Mr. Majka is a frequent speaker at the meetings of professional associations in the healthcare industry, including local and regional programs of the Healthcare Financial Management Association and the American College of Healthcare Executives. His topics include, among others, healthcare financial planning and capital allocation. Mr. Majka has a B.A. from the University of California at Santa Barbara and an M.B.A. and a Masters of Health Administration from The Pennsylvania State University.
2:45 pm — 4:00 pm Financial Operations Track: Building a Financially Successful Accountable Care Organization Gold Presenter: Greg Shufelt, Senior Manager, The Camden Group Greg Shufelt is Senior Manager at The Camden Group, one of the nation’s leading healthcare business advisory firms. The firm provides a broad array of healthcare consulting services in areas ranging from strategic and business planning and financial advisory and compliance, to hospital operations improvement, hospital/physician alignment, clinical integration, and developing accountable care organizations. Prior to his work at The Camden Group, Mr. Shufelt was Vice President, Consulting Services at Strata Decision Technology. Greg holds an MBA in Business Administration from The Fuqua School of Business at Duke University and received his undergraduate degree in Economics from Trinity College.