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Chicago, IL
July 27–29, 2025
All Sessions are in Central Time

Welcome to the Faculty Service Center

The National Alliance for Care at Home thanks you for agreeing to serve as faculty for the 2025 National Alliance for Care at Home Financial Summit. 

To support a smooth and successful experience, we’ve created the Faculty Service Center (FSC)—your go-to hub for important information, required tasks, and helpful resources related to your role. We hope you’ll find the FSC intuitive, convenient, and easy to navigate as you prepare for the event. Thank you again for your time, expertise, and commitment to advancing care at home.


Faculty Action Items

  • Review and complete the 2025 Alliance Fianncial Summit Faculty Disclosure form by May 21.

  • Registration is open! To receive your faculty rate, enter your exclusive code 2025FACULTY on the Profile Page next to “Discount Code.” Note: This code is for faculty use only and may not be shared.

  • Book your hotel: Visit the Hotel and Travel Information page to secure your accomodations at the Sheraton Grand Chicago Riverwalk. 

  • My Profile Update: Please make sure all your personal information is correct in this section, and make changes if needed. You will also notice the “Faculty Bio” at the bottom of the page. The information provided here will be posted on the event website and reprinted in event-related materials, so please double check this for accuracy, and revise as needed. 

  • Faculty Prep Call:  Schedule time with event planners using the Bookings link to speak with the Alliance team regarding your session. The call will last under 30 minutes and is your chance to ask questions, hear feedback, or brainstorm new and creative ideas to make your session great.

  • Faculty Office Hour:  Click below to reserve your spot in faculty office hours. Come prepared with questions or join and listen to other faculty share their best practices. Click below to reserve your spot:

  • Submit Session PowerPoint: Email your completed PowerPoint presentation to faculty@allianceforcareathome.org. This allows the Alliance Education Team to review and ensure accreditation standards are met. 

Questions? Contact Ebony Thomas-Blackman, Education Specialist at faculty@allianceforcareathome.org or 202-355-1641.

Review Steps: 
  • When ready to begin reviewing, select the “Proposal Title” below.
  • Read the proposal.
  • Below the proposal, you will see the rating criteria. Choose the score you feel is most applicable based on the criteria.
  • In the Comments field, note any overlap or synergies with other proposals you have reviewed.
  • Once you have scored all criteria, select "Submit" at the bottom of the proposal page.
  • The page will reload and the proposal status will change to "Reviewed".
  • Review Deadline: April 10, 2025 at 11:59 pm ET

Reference Sites: 

Diving Deeper into Serving Dual Eligibles
  • Session Number: 1015
Serving individuals with both Medicare and Medicaid eligibility (referred to as Dual Eligibles) poses unique challenges and opportunities for providers. This session will build on the foundational understanding shared previously to profile successful Dual Eligible models of care. Speakers will provide an understanding of how Medicare and Medicaid funding streams... Read More
Speaker(s)
Faculty
Damon Terzaghi MSA
Director of Medicaid HCBS
National Alliance For Care at Home
Faculty
Glenn Tolchin
CFO, Solutions 4 Community Health
Solutions 4 Community Health
Faculty
Jeremy Wiltz
Vice President of Strategic Initiatives
Midland Care Connection
Track(s)
Leading Through Change While Retaining and Engaging Your Greatest Asset – Your Staff
  • Session Number: 1042
"Transforming your organization while retaining and motivating your most valuable resource—your staff—requires a delicate balance of strategic planning, communication, and care. This session addresses the unique challenges faced by home health and hospice leaders as they navigate organizational change, whether driven by regulatory updates, operational shifts, or evolving patient care... Read More
Speaker(s)
Faculty
Kristina Wright-Peterson RN, MSN
Executive Director
Minnesota Network of Hospice & Palliative Care
Faculty
Marcylle Combs MS, RN, BS, CHCE
Owner
MAC Legacy
Track(s)
BA.I.by What A Big Surprise: Using Artificial Intelligence in Clinical Settings
  • Session Number: 1069
The past few years have seen an explosion of innovation in artificial intelligence, which promises to transform home health agencies both in the back office and in the field. This session will focus on the advances that artificial intelligence has made in clinical care and give agencies the tools they... Read More
Speaker(s)
Faculty
Beau Sorensen
COO
VisionBound International
Faculty
Mike Brents PT, DPT, MHA
Managing Director, Technology Consulting
SimiTree
Track(s)

Home Health Revenue Cycle:
  • Session Number: 1034
As we continue a deep transition from the majority of patients being Traditional Medicare payers to being enrolled in a Medicare Advantage Plan, Home Health Agencies must be effective at managing each and every patient episode from accurately confirming the payer to authorizations, caring for the patient and collecting payment.... Read More
Speaker(s)
Faculty
Elizabeth Wilson
Director
Forvis Mazars LLP
Faculty
Melinda Gaboury COS-C
Chief Executive Officer
Healthcare Provider Solutions, Inc.
Track(s)
HOPE is HERE - Don't let it blow you away!
  • Session Number: 2004
The HOPE tool has been finalized for implementation October 1, 2025, as a new required instrument for standardized data collection contributing to the HQRP. HOPE will replace the HIS and expand the time points for documentation requirements that CMS will utilize to collect data to enhance the HQRP and potentially... Read More
Speaker(s)
Faculty
Katherine Morrison RN, MSN, CHPN, CCS-HH
Director of Hospice Consulting
WellSky
Faculty
Ms  Kristie Meers RN, BSN, CHPN
Chief Clinical Officer
Careficient
Faculty
Raianne Melton RN, BSN, CHPN
Director of Clinical Services for Professional Services
Axxess
Track(s)

Innovating Home Health Care: Embracing Change and Exploring New Opportunities
  • Session Number: 1001
In this presentation, we will delve into the evolving landscape of home health care delivery models. As the demand for home-based care continues to rise, traditional methods are being challenged and redefined. We will explore the key changes that have shaped the industry, including advancements in technology, shifts in patient... Read More
Speaker(s)
Faculty
Adam Rice
Manager of Operations Finance
Liberty Healthcare
Faculty
Sarani Doshi MHS
VP of Corporate FP&A
VNS Health
Faculty
Tiffany Karlin
Principal, Senior Living and Services
Wipfli
Track(s)
Avoiding Your Dark (K)Night: Success Under Value-Based Purchasing
  • Session Number: 1005
Value-Based Purchasing is here! Agencies should understand how they can successfully compete and win under VBP. This session will help them know where to find the data they need and give them concrete steps they can take to win in a value-based purchasing world....
Speaker(s)
Faculty
Chris Attaya MBA
Vice President, Product Strategy
Strategic Healthcare Programs (SHP)
Track(s)
The Data Loop: Leveraging Analytics to Optimize Private Duty Home Care Operations
  • Session Number: 1055
In today’s data-driven world, analytics are no longer optional – they’re essential. This session explores how private duty home care agencies can harness the power of analytics to improve operational efficiency, enhance client outcomes, and drive profitability. Discover practical ways to implement data tools for scheduling optimization, workforce management, client... Read More
Speaker(s)
Faculty
Cindy Campbell MHA Healthcare Informatics, BSN, RN
Senior Director Advisory Services
WellSky
Faculty
Mr.  Michael Slupecki
CEO
Griswold
Track(s)

A New Era in Nonprofit Affiliations, Mergers & Acquisitions – Strategic Choices for Nonprofit Organizations
  • Session Number: 1029
Speaker(s)
Faculty
Kristopher Kris Novak
Vice President of Mergers and Acquisitions
The Braff Group
Faculty
  Mark Kulik MAMI
Senior Managing Director.
The Braff Group
Track(s)
Hospice Revenue Cycle: Managing Payment, Compliance, and Data
  • Session Number: 1066
"The hospice revenue cycle is not only responsible for cash flow necessary to sustain operations, but it also supplies critical data to CMS used for Medicare cost reporting compliance, Medicare and Medicaid rate setting, public reporting of outcomes, the Special Focus Program algorithm, and Targeted Probe & Educate selection. With... Read More
Speaker(s)
Faculty
Adam Rice
Manager of Operations Finance
Liberty Healthcare
Faculty
Andrew Voss MA, JD
Shareholder
Polsinelli PC
Faculty
Barrett Kulik
The Braff Group
Faculty
Mr  Robert Simione CPA
Senior Vice President
SimiTree
Track(s)

Windy City Vision: Charting the Future of Private Duty Home Care in a Changing Market (100 Minutes)
  • Session Number: 1054
Private duty home care is evolving rapidly, and staying ahead of market trends is more important than ever. This session will provide a high-level overview of the key drivers shaping the industry, from shifting demographics to emerging care models and regulatory changes. Discover how strategic partnerships, such as collaborations with... Read More
Speaker(s)
Faculty
Bob Roth BS
Managing Partner
Cypress HomeCare Solutions
Track(s)
State and National Medicaid Happenings
  • Session Number: 1067
What’s happening in Medicaid these days? A better question might be what isn’t happening…. This session will discuss updates from around the country regarding state payment, coverage, and regulatory changes in Medicaid home care, particularly those changes that have outsized influence or that may be adopted by other states. The... Read More
Track(s)
Preparing for the storm: Organizational tactics and tools for the continuing surge of Medicare Advantage and the new age of contracting in home care, hospice and personal care service
  • Session Number: 1072
Medicare Advantage and other managed care payers growth continues to impact home health care and is spreading to other segments of home care to include hospice and personal care. This session will provide tactics and tools agencies of all sectors can use to analyze areas of managed care contracting and... Read More
Speaker(s)
Faculty
Brent Korte MHA
CEO
Frontpoint Healthcare
Track(s)
Interacting with Hospital at Home Programs
  • Session Number: 1082
Acute Hospital Care at Home (AHCAH) innovation programs are not going away. CMS recently extended the waiver for this program for another 5 years. CHAP also recently announced their efforts to create standards and accreditation for these services. Is AHCAH competing with Home Health? What have we learned from some... Read More
Speaker(s)
Faculty
Guy Tommasi MS
President & CEO
Corcoran Consulting Group
Track(s)
Utilizing data effectively to enhance your success in sales and marketing to drive your business in a competitive market
  • Session Number: 2003
"""Success in business comes from knowing your numbers—and using them to tell a story of growth and excellence."" (Peter Drucker) In today’s competitive world of care provided in the home, success requires more than compassion and clinical excellence—it demands a strategic approach to sales and marketing powered by data. This... Read More
Speaker(s)
Faculty
Ms  Hannah Patterson
VP & General Manager, Care at Home
Netsmart
Faculty
Ms  Nicole McCann-Davis PhD Candidate
Sr. Client Advisor and Research Director
Transcend Strategy Group
Track(s)

Cybersecurity in Emergency Preparedness: Safeguarding Systems on a Budget
  • Session Number: 1003
In an era where cyber threats are becoming increasingly sophisticated, healthcare organizations must integrate robust cybersecurity measures into their emergency preparedness plans—even with limited resources. This session will explore practical, cost-effective strategies to protect critical systems and patient data during emergencies. Attendees will gain insights into prioritizing cybersecurity investments, leveraging... Read More
Speaker(s)
Faculty
Beau Sorensen
COO
VisionBound International
Track(s)
Winning at Value-Based Contracting: Navigating Provider Affiliations in Home Health and Hospice
  • Session Number: 1016
Speaker(s)
Faculty
Dennis Weaver
Chief Clinical Officer
Pearl Health
Faculty
Glenn Tolchin
CFO, Solutions 4 Community Health
Solutions 4 Community Health
Faculty
Nir Katz
CEO, CO-FOUNDER
Ruby Health
Track(s)
Hospice Audits and Appeals
  • Session Number: 1030
With the increasing frequency of hospice audits and the introduction of new auditors reviewing hospice conditions of payment, there has been a rise in the number of denials. This session will constitute conditions of payment and provide strategies to effectively argue denials in this category....
Speaker(s)
Faculty
Annette Lee RN, MS, COS-C, HCS-D
Owner
Provider Insights, Inc.
Faculty
Jason Bring JD
Healthcare Attorney
Arnall Golden Gregory, LLP
Track(s)
Don't Be Home Alone! Bridge the gap between you clinical and financial teams
  • Session Number: 2000
As an industry with a clinically driven revenue cycle, it is critically important that your financial and clinical teams are aligned, working together and pulling the same direction in order to effectively and efficiently keep the revenue cycle flowing smoothly. With the mounting challenges of various Medicare Advantage Plans, bundled... Read More
Speaker(s)
Faculty
Molly McDonald PT, DPT, MBA, CHC, COS-C
Vice President of Quality and Compliance
Frontpoint Health
Faculty
Mr  Robert Simione CPA
Senior Vice President
SimiTree
Track(s)

Beyond the Bedside: Leveraging AI in Non-Clinical Healthcare Operations
  • Session Number: 1007
AI is not only transforming clinical care but also revolutionizing non-clinical operations, creating significant opportunities for cost savings, efficiency gains, and smarter decision-making. This session will focus on AI's impact in areas such as scheduling, supply chain management, revenue cycle optimization, and workforce planning. Attendees will learn how to identify... Read More
Speaker(s)
Faculty
Ms  Erica Gregory Certified Healthcare Financial Professional (CHFP)
SVP and GM, Revenue Cycle Management
Netsmart
Track(s)
How to create a financial plan utilizing your budget and industry benchmarks  to offset reimbursement changes and increase costs.
  • Session Number: 1033
This session will prepare financial leaders to prepare for future changes in reimbursement and increasing costs to run an agency. Through utilizing a best practice budget, dashboards, industry benchmarks and analytics an agency can continue to achieve success in providing quality care in its community.  This session will review how... Read More
Speaker(s)
Faculty
Brian Harris
VP of Financial Consulting
SimiTree
Faculty
James Manahan
VP for Finance
VNA of Chittenden & Grand Isle Counties
Track(s)
Hard to Say I'm Sorry: Strategies for Budgeting to, Monitoring and Managing the Hospice CAP
  • Session Number: 1047
The number of hospices exceeding the Medicare CAP continues to grow because of increasing lengths-of stay and the current payment model. Proposed payment changes and CAP calculation modifications, if enacted, will significantly influence the need to monitor and manage the hospice CAP. Additionally, hospices struggle to understand the factors that... Read More
Speaker(s)
Faculty
Ms  Morgan Crews CPA
Director
Forvis Mazars
Faculty
Natalie Alexander MAcc
Director
SimiTree
Track(s)

Merger & Acquisition Climate in Home Care. Variables Creating and Protecting Value Before, During and After the Transaction.
  • Session Number: 1024
"The market fundamentals are set for a strong rebound in M&A activity across all segments of Home Care in 2025. In this session we will address macroeconomic & segment-specific forces driving increased transaction volumes. We will review a historical analysis regarding valuations across each segment within home care. Within this... Read More
Speaker(s)
Faculty
Cynthia Gibbons MBA, CHCE
Director, Business Operations/Finance
Home Care Plus
Faculty
Joe Lynch
Partner and Managing Director
Stoneridge Partners
Faculty
Tom Lillis
Partner
Stoneridge Partners
Track(s)
Deep Dish Revenue: Building a Layered Payor Strategy for Private Duty Home Care
  • Session Number: 1040
In the world of private duty home care, diversification isn’t just a buzzword – it’s a necessity. This session dives into how to create a “deep dish” payor mix that maximizes revenue, minimizes risk, and enhances financial stability. Explore innovative strategies for incorporating alternate payor sources, including managed care organizations,... Read More
Speaker(s)
Faculty
Ashley Hartwigsen
Director of Post Acute Client Strategy
Netsmart/McBee
Faculty
Thomas Rose MBA
CEO
21st Century Health Care Consultants
Track(s)

Enhancing VBP Performance: Building ROI and Strategies for Improving Performance Measures
  • Session Number: 1028
As agencies begin to experience the financial effects of the first year of VBP performance in 2025, ongoing preparation will be essential for improving their results. This session will focus on how to prioritize performance measures, specific improvement strategies, and implementation techniques aimed at improving hospitalization rates, CAHPS scores, and... Read More
Speaker(s)
Faculty
Carissa McKenna BSN, RN, COS-C, HCS-D
Director Clinical Consulting
McBee
Faculty
Lindsay Doak MBA
Director of Research and Education
BerryDunn
Track(s)
Hospice in the Hot Seat
  • Session Number: 1037
"Hospices are under ever-increasing governmental scrutiny with significant potential financial ramifications for non-compliance. Multiple government contractors are conducting audits of hospice providers, often at the same time. CMS has also been increasingly concerned about patient care, and the new survey enforcement penalties, as well as the SFP program, are aimed... Read More
Speaker(s)
Faculty
Katie Wehri
VP, Regulatory Affairs, Quality & Compliance
National Alliance For Care at Home
Faculty
Rachel Hold- Weiss
Partner
Benesch Friedlander Coplan and Aronoff LLP
Track(s)

The Risky Business of Compensation Strategies - Getting it Right
  • Session Number: 1002
Compensation is crucial to an agency's success and is a key lever that agencies can pull to meet organization goals but must be implemented correctly in order to mitigate risks which can lead to DOL audits, legal action and large fines. Join this session to learn about different models and... Read More
Speaker(s)
Faculty
Ms  Angela Huff RN
Senior Manager
Forvis Mazars
Faculty
Jeff Aaronson
Vice President, Advisory Consulting
McBee
Track(s)
Medical Appeals: Starting Off on the Right Foot with Clinical and Legal Collaboration
  • Session Number: 1018
This education will explore the vital role of collaboration between clinical and legal teams in the medical appeals process. Participants will learn effective strategies to navigate medical reviews and technical denials while leveraging teamwork to achieve successful outcomes and minimize financial risks. Discover how a unified approach can enhance the... Read More
Speaker(s)
Faculty
Marcylle Combs MS, RN, BS, CHCE
Owner
MAC Legacy
Faculty
Mr.  William Dombi JD
Senior Counsel
Arnall, Golden, and Gregory, LLP
Track(s)

How to Utilize Hospice Analytics to Measure Growth and Financial Performance
  • Session Number: 1000
With Hospice changes on the horizon, it is important for an agency to utilize data on an ongoing basis. As the quote says What gets Measured, gets Managed. This session will cover market data, key revenue and cost drives, and industry best practice benchmarks that can be utilized to drive... Read More
Speaker(s)
Faculty
Jeremy Witz
Vice President, Strategic Initiatives
Midland Care Connection
Faculty
M. Aaron Little CPA
Managing Director
Forvis Mazars
Track(s)
Making Medicaid Work: Strategies to Become and Remain Profitable in Medicaid home care programs
  • Session Number: 1071
Are you hesitant to provide Medicaid services due to concerns about low reimbursement rates, compliance burdens, and unpredictable participant availability? This session is for you! Presenters will discuss ways to manage your Medicaid business in order to become and remain profitable. Topics will include volume vs. margin; leveraging service add-ons;... Read More
Track(s)