Monday, October 27

1:00 – 2:00 pm
Introduction to Healthcare Accounting

Document 1

Matt Claeys, CPA
Principal
Larson Allen
Minneapolis, MN

2:00 – 3:30 pm
Fundamentals of Compliance

Document 1, Document 2,
Document 3, Document 4

Daniel R. Roach
Vice President
Compliance & Audit,
Catholic Healthcare West
San Francisco, CA

3:30 – 3:45 pm
Networking Break

3:45 – 5:00 pm
Healthcare Risk Areas

Document 1

Gabriel Imperato, Esq., CHC
Managing Partner
Broad & Cassel
Fort Lauderdale, FL

5:00 – 6:00 pm
Networking Reception

Tuesday, Tuesday, October 28

8:00 – 9:15 am
Fiduciary Duty, Corporate Scandals, SOX, and the Not-For-Profit

Document 1

Daniel R. Roach
Vice President
Compliance & Audit,
Catholic Healthcare West
San Francisco, CA

9:15 – 10:15 am
Committee Charter: The Role and Responsibility of the Audit & Compliance Committee

Document 1, Document 2

Debbie Angus
Vice President, Audit
CHAN Healthcare Auditors
Clayton, MO

10:15 – 10:30 am
Networking Break

10:30 – 11:45 am
External Audit & the Audit Committee

Document 1

Kim Griffin-Hunter
Partner National Sector Leader
Deloitte & Touche LLP
Miami, FL

12:00 – 1:15 pm
Networking Lunch

1:15 – 2:15 pm
Internal Audit & the Audit Committee

Document 1, Document 2

Glen C. Mueller, CPA, CIA, CISA
Vice President
Chief Audit & Compliance Executive
Scripps Health
San Diego, CA

2:15 – 3:15 pm
Financial Reporting

No Handouts Available

Kathy Arbuckle
Senior Vice President of Finance/CFO
Bon Secours Health System Inc.
Marriottsville, MD

3:15 – 3:30 pm
Networking Break

3:30 – 4:45 pm
Case Study in Crisis Management

Document 1

Daniel R. Roach
Vice President
Compliance & Audit,
Catholic Healthcare West
San Francisco, CA

Wednesday, October 29

8:00 – 9:00 am
Risk Assessments & Internal Controls

Document 1

Kelly Nueske, RN, CPA, CMA, CIA
Manager, Risk Management & Performance
Improvement Services
Larson Allen
Minneapolis, MN

9:00 – 10:30 am

Tax Exemption Challenges

Document 1

David B. Orbuch
President
Phillips Eye Institute
Mount Sinai Hospital Foundation
Minneapolis, MN

10:30 – 10:45 am
Networking Break

10:45 – 11:45 am

Building an Ethical Culture

Document 1

David Rodbourne
Vice President Center for Ethical Business Cultures
Minneapolis, MN

Agenda is subject to change