2018 Medical Billing Executive Conference

InterContinental Mark Hopkins

Mon March 26th 2018 7:30 am – Wed March 28th 2018 12:00 pm (PDT)



Online registration is available through 5 pm on Wednesday, March 21, 2018. After that time all registration will be onsite. Onsite registration by check only.

Seats are limited!

Select your Registration Type, Quantity 1 and Click Buy Now. You will need to print the registration page(s) and mail them in with your check. You are not registered until your payment is received.

Send the form and check to:
Executive Education Plus
Attn: Meeting Registration Department
PO Box 18639
Asheville, NC 28814

Cancellation requests: The last day to request a cancellation must be received in writing by February 16, 2018. Refunds will be issued for requests received less a $600 cancellation fee. No refunds will be issued after February 16, 2018.


InterContinental Mark Hopkins
999 California Street
San Francisco, CA 94108
Reservations can be made by calling 800.662.4455. Please indicate you are with the Medical Billing Executive Conference (MBEC) to receive the contracted block rate of $219 per night for single or double occupancy. Rooms at the group rate are limited.


Monday, March 26, 2018
7:30 am - 5:30 pm........Registration Open
7:30 - 8 am......................Breakfast
8 - 9:30 am......................Welcome and Opening
9:30 - 10 am...................AM Break
10:00 - 11:30 am..........Industry Update
11:30 am - 12:30 pm...Patient Engagement, NOT Billing
12:30 - 1:30 pm.............Lunch
1:30 - 2:30 pm................Fatal Errors Managers Make
2:30 - 3 pm......................PM Break
3 - 4:30 pm......................How Valuable is Your Business?
4:30 - 5:30 pm................Managing Multiple Generations in the Workplace
5:30 - 7 pm.......................Opening Reception

Tuesday, March 27, 2018
7:30 am - 5:45 pm........Registration Open
7:30 - 8 am......................Breakfast
8 - 9 am.............................Surprise Medical Billing Laws; Overview and Strategies
9 - 10:30 am....................KPIs, Benchmarks, Ratios
10:30 - 11 am.................AM Break
11 am - 1 pm...................Outsiders Look at the Physician RCM Industry - What is Driving Value in Today's RCM World
1 - 2 pm.............................Lunch
2 - 3 pm.............................Life after Fee for Service
3 - 3:30 pm......................PM Break
3:30 - 5 pm......................To Catch a Thief
5 - 6:30 pm......................Networking Reception

Wednesday, March 28, 2018
7:30 am - 12 pm............Registration Open
7:30 - 8 am......................Breakfast
8 - 9 am.............................Patients and Portals and Blockchain, Oh My!
9 - 10 am..........................Medicare I.D. Number Change
10 - 10:30 am.................AM Break
10:30 am - 12 pm..........2020: Crystal Ball Roundtable


This program has been approved for a maximum of 18 RBMA CE Credits. A form will be provided onsite and you will keep that form for your records.

This program has been pre-approved by the American Medical Billing Association for 15 continuing education units. Granting of prior approval in no way constitutes endorsement by AMBA of the program content or the program sponsor.


Billing patients is essential, but is that enough?  An array of new software products are coming into the market to enable: self-scheduling of appointments; self-registration – in advance or at the time of service; real-time care-related communication between the patient and their provider; real-time billing-related chat; electronic presentment (e-statements); electronic patient satisfaction surveys, that allows 100% of patients to be surveyed and results auto-tabulated; and, of course, a host of other engagement products and services.  We’ll review them and discuss how you can incorporate some of these into your client relationships.
Do you find that you want to be liked, versus respected?  Do you take accountability for your actions or it always somebody else’s fault?  Do you still follow the outdated premise that you need to treat everyone the same?  If you answered “yes” to any of the above questions, this session will give you the tools to break any bad habits that may have crept into your management style.
For most billing company owners and shareholders, the company is your most valuable asset.  How is the value determined in the event of a sale, business or personal divorce, settlement of an estate, funding growth through a line of credit, refinancing, taking outside investment, etc.?  This session will walk you through the ways that valuations are calculated, what are the most and least important factors, what you can do in the short-term and long-term to affect valuation and how these factors are changing.  As a bonus, we’ll discuss what buyers consider most important when pre-sale Due Diligence is performed.
For the first time in history we have up to FIVE generations working together in the workplace.  Challenges in the workplace are not caused just by downsizing, rightsizing, advancements in technology and competition – they also come from different and changing values, ambitions, views, mind sets and work ethic.  This session will help you to become or remain an effective Leader and Co-Worker regardless of which generation(s) you are encountering.
Numerous states have enacted legislation that govern balance billing patients who were treated by out-of-network providers – often without the patients’ knowledge.  Providers – and their billers – face restrictions and responsibilities as well as liabilities, if balance billing is not compliant.  In addition to New York, Texas, Florida and California, as many as ten other states are working on their own version of these laws.  We will provide an up-to-date list of applicable states, copies of their laws and offer comparisons of active and pending laws, approaches to operationalizing compliance and strategies to counsel clients about billing policies.
A staple of the long-running Owners and Managers Conference, we will cover basic and advanced operational and performance benchmarks, to add to your insights of how your company and your clients are doing in relation to the entire industry.  We will cover formulae, data sources, indices to normal values, how to monitor and present data – internally and with clients, as well as newer, emerging metrics associated with technology, reimbursement changes, staff productivity and other key indicators.  The handouts alone are worth the price of the conference!
Ted Stack
With healthcare costs continuing to spiral out of control it is inevitable that the traditional reimbursement system we call “fee-for-service,” might diminish in the future and may eventually become extinct.  There are trial alternative payment mechanisms already being tested, abandoned, reformatted, etc.  We’ll discuss what has been occurring, as well as offer some possible solutions for the future.  Class participation is highly encouraged, so bring your (HIPAA compliant) examples!
There are only two types of practices and billing companies: those that have been embezzled from and those that will be (or who haven’t caught it yet).  The fiduciary operations of billing companies, combined with their clients’ office and banking relationships create a vast array of opportunities for dishonesty – of your employees, as well as the practices’.  We’ll share real life examples of how people have been caught embezzling in the past, plus outline prevention and detection methods, countermeasures and strategies to protect your clients and your company from an internal thief. 
Wouldn’t it be wonderful if there were a way to access the most current patient demographic data from a trusted source, without the need for complex and expensive interfaces, transcribing from paper or scanned documents or other problematic sources?  Blockchain promises to be all of that, and more, so we will provide an overview of what it is and how it will work, the likely timeline and what you must be prepared to do when adoption begins.  Blockchain has the potential to revolutionize data acquisition!
Beginning in 2018, Medicare will issue new Medicare I.D. cards with new Medicare numbers, replacing and phasing out the traditional Social Security number.  While implementation will be phased, every billing company should have an implementation and transition plan that addresses: data sources, software systems (billing, EMR, etc.), eligibility verification, clearinghouse(s), hospital interfaces and other common uses of the SSN.  This session will discuss the most current status, as well as a “to do” checklist for the transition.
What will change in the next two years?  How is the billing industry changing?  What external events will affect our businesses, even if little else changes within the industry?  What can we learn from business and health care industry cycles in the past?  Is technology poised to make great leaps, or small steps?  How are patients affecting change?  These and your own questions will be discussed by the entire group with the goal of producing an outline of predictions and action items for billing companies. 


Robert B. Burleigh, CHBME
President, Brandywine Healthcare Services

Bob has over forty-three years of healthcare financial management experience.  His career has included eight years of hands-on and executive level hospital patient accounting for a 500 bed community hospital and an international chain of for-profit hospitals, eight years with Shared Medical Systems (SMS) [now Cerner] in both the Hospital and Physicians Services Division related to systems sales and delivery, project management, billing service management and consulting, and twenty-eight years as founder and President of Brandywine Healthcare Services.

Bob has conducted hundreds of engagements in medical practices, billing companies and hospitals in forty-eight states, including: practice performance reviews; assessment of billing operations; interim management and turn-around management of billing operations; compliance program development and audits; vendor performance audits, selections, and contract negotiations for billing services and coding services; coding and fee schedule reviews; billing and EDI software systems evaluations, selections, audits and contract negotiations; and litigation support of suits involving hospitals, physicians and billing service bureaus, including expert testimony and damage calculation. 

Clients have included: medical schools; medical practices in virtually every specialty and sub-specialty; municipal, not-for-profit and for-profit hospitals; government agencies; law firms; public accounting firms; health insurance companies; healthcare trade associations and healthcare billing companies. 

In 2003 and early 2004, Mr. Burleigh served as President and CEO of Alpha Thought Global, Inc., (ATG) one of the largest medical billing companies in the U.S.  With offices in six states and New Delhi, India, ATG specialized in hospital-based medical practice billing, with clients in over twenty states.  In late February 2004, he resumed the consulting practice he founded in 1988, Brandywine Healthcare Service.  From 2009 to 2011, Bob served as Program Director for the RAC (Recovery Audit Contractor) Validation Contractor – Provider Resources, Inc., overseeing the initiation and operation of RAC oversight of CMS’ four RAC Contractors, including review and approval/denial of RAC audit proposals, assessment of RAC audit performance, and RAC policy development.

He has testified before Congress and NCVHS regarding patient privacy and the healthcare billing industry, as well as advising HCFA/CMS regarding billing company and physician compliance, the 4010 and 5010 transaction code sets, ICD-10 CM, provider enrollment, certificates of medical necessity (CMN), and physician documentation guidelines.  He is a nationally recognized authority on billing services, professional service coding and fees, regulatory compliance, medical practice management, physician contracting, the management of hospital based medical practices, hospital departments and hospital patient accounting.  Bob has been advising CMS on policy development and changes for over 15 years.

Bob is a frequent lecturer and author for numerous organizations including the Healthcare Billing and Management Association, Medical Group Management Association, Health Care Compliance Association, Healthcare Financial Management Association, American Health Lawyers Association, American Hospital Association, American Association of Healthcare Administrative Management, American College of Emergency Physicians, Radiology Business Management Association, American Pathology Foundation, American Collectors Association, and many others.  Bob's authorship includes contributions to books on hospital and physician reimbursement, CPT-4 coding, contracts and risk management, emergency department management, feasibility studies and billing, for publishers such as the CCH, AHA, Aspen, Mosby's, ACEP, as well as numerous articles published by the Journal of Health Care Compliance, Part B News, Part B Insider (member of the Editorial Board), Medicare Compliance Alert, Report on Medicare Compliance, BILLING, Health Care Biller, Journal of Healthcare Financial Management, The Journal of Patient Accounting, ED Management and ED Physician News, Physician Payment Update, and many others.

Dave Jakielo, CHBME
President, Seminars and Consulting

Dave Jakielo has over 30 years of hands on management experience. His background includes twelve years in hospital patient finance and, subsequently, over two decades of managing physician practices nationwide. 

Dave an Executive Coach has been speaking, consulting and teaching business methods to managers, clerical staffs, business owners and other professionals throughout North America and in Europe and Asia.
He has extensive experience in sales, marketing, customer service, business start-ups and turnarounds, due diligence process and acquisitions assimilation.

He is co-author of four books: The Sales Coach.. Tips from the Pros , Information Technology for the Practicing Physician , Real World Customer Service Strategies and Conversations on Success. He is also a regular columnist in the trade journals Billing and BC Advantage.
Dave received his CHBME (Certified Healthcare Billing & Management Executive) in 1998. His professional membership includes being a Past President of the Healthcare Billing & Management Association (HBMA). In addition he is past President of the National Speakers Association – Pittsburgh Chapter and also holds membership in the International Brotherhood of Magicians.

Dave is a graduate of University of Pittsburgh and received his Masters in Management from Carnegie Mellon University. He is a certified trainer and has trained at the Buckley School of Public Speaking. Since 1995 he has been President of his own Seminar and Consulting Company.

Ginger A. Ryder, CMPE, CHBME, CPC
President, EMEDEX, LLC

Ginger A. Ryder is president of EMEDEX, LLC a coding, billing and management firm that provides services to physician groups, imaging centers, ambulance providers and other outpatient healthcare facilities. She has overall responsibility for operations, finance and information technology services as well as business development.  Ryder is also a practice management consultant with 32 years of medical group practice management in addition to her background in reimbursement and billing.
Ms. Ryder has held positions of increasing responsibility including President of National Medical Management, Administrator of Associated Emergency Physicians, Provider Relations Representative for Regence Blue Shield and Medicare, Assistant Administrator of Minor and James Medical Group as well as a part-time instructor at North Seattle Community College.  She formed EMEDEX under a different name in 1988 in partnership with the ED physician group she managed at that time in order to provide billing and coding services to their own group and then expand those services to other physician and outpatient facility practices.
Ms. Ryder holds a bachelor's degree from City University, is a Certified Medical Practice Executive from the Medical Group Management Association (MGMA), a Certified Professional Coder from the American Academy of Professional Coders (AAPC) and incoming President (2018) of the Healthcare Business Management Association (HBMA).
Ryder has published various articles in reimbursement and A/R management in Medical Imaging Magazine and other professional publications and was featured as the national expert in the MGMA Video Series: Medical Group Focusä Successful A/R and Collections.   
Ms. Ryder has served on the board of Washington State MGMA as its Education Committee Chair, was the former Chairman of the Washington State Health Care Purchasers Information Caucus and served as chairman of the curriculum advisory board for health care division of North Seattle Community College. Her outside activities have included serving as the Chairman of the Board for Kent Youth and Family Services, Committee Chairman and Den Leader for Cub Scout Pack 738, and treasurer for the Eagles Soccer Club.

Ted Stack
Managing Director, Falcom Capital Partners

Ted has over 25 years of healthcare service, technology, financial, operational, and entrepreneurial experience. He has been involved with over 150 transactions throughout his career. He previously served as founder and Managing Director of Healthcare Technology Ventures and M & A firm InHealth Venture Management. Prior to founding InHealth, Ted was the Senior Vice-President of Development for PractiCare, Inc., a wholly owned subsidiary of the The Phoenix Companies (NYSE: PNX), Executive Vice-President of Development for Advanced Health Technologies (NASD:AHTC) and CEO/Co-Founder of Integrated Medical Management, Inc. (IMM), a venture backed physician management company. Prior to starting IMM, Ted was Vice-President of Northeast Management Operations, Medaphis (PerSe Technologies/McKesson, NASD:MCK), and a Manager with Ernst & Young’s Healthcare Consulting Practice. Ted has been on numerous private company boards. He is a graduate of James Madison University with a BBA degree in Accounting and Finance. Ted is a Registered Representative of BA Securities, LLC, through which all securities are offered.


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InterContinental Mark Hopkins

999 California Street, San Francisco, CA 94108, USA

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