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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: 

Sunday, July 27, 9:00 AM - 3:00 PM

Smarter Care at Home: A Current Overview of AI in Home Health and Hospice
  • Session Number: 1075
Artificial Intelligence is transforming both clinical and non-clinical operations in home health and hospice, offering powerful tools to improve patient outcomes, streamline workflows, and optimize resource utilization. This session will explore AI applications across key areas, including predictive analytics for proactive care delivery, remote patient monitoring for real-time health insights, documentation automation to reduce clinician burden, and administrative tools to enhance operational efficiencies. Attendees will gain insights into proven strategies for the decision-making journey, successful adoption and integration, navigation of the legal landscape, as well as aligning AI initiatives with value-based care goals to drive measurable results across their organizations.
Faculty
Pre-event
Adam Stansell
CEO
Axle Health
Pre-event
Andrew Lofaso
Vice President of Finance
Legacy Hospice
Pre-event
Beau Sorensen
COO
VisionBound International
Pre-event
Devin Woodley
Vice President of Managed Care Contracting and B2B Sales
VNS Health
Pre-event
Eric Gordon
Co-founder & Chief Revenue Officer
Element5
Pre-event
Eric Steege MBA
CEO
Olli Health
Pre-event
Hannah Patterson
Vice President and General Manager Care at Home
Netsmart
Pre-event
Jarrett Bauer
Chief Executive Officer
Health Recovery Solutions
Pre-event
Jason Yu
Levo
Pre-event
Keith Crownover
Associate Partner
Stoneridge Partners
Pre-event
Maria Warren
Vice President, Post Acute Strategy
Netsmart
Pre-event
Mike Brents PT, DPT, MHA
Managing Director, Technology Consulting
SimiTree
Pre-event
Sarani Doshi MHS
VP of Corporate FP&A
VNS Health
Pre-event
Mr.  Siva Juturi
Chief Customer Officer at AutomationEdge
AutomationEdge Technologies Inc - AI and Automation platform, tailored for Home Care, introduces CareFlo – ready-to-use solutions for home care processes.
Pre-event
Tyler Houston
Solution Strategist
Waystar
Pre-event
Zach Newman
Co-Founder and CEO
Enzo Health
Track(s)
  • Pre-Conference
2025 Home Health Summer Camp
  • Session Number: 3000
The 2025 Home Health Summer Camp will not disappoint as it will bring both industry rookies and veterans together to enhance their understanding of the fundamental financial tools and operational strategies for developing and maintaining positive financial outcomes offered in this Summer Camp. This updated 2025 program is designed for financial staff members who have some experience in home care financial management and who wish to expand their knowledge in the diverse world of home care finance.  This presentation will additionally provide an overview of the current medical review landscape and what you can expect in the event of an audit.Read More
Faculty
Pre-event
Amanda Thomas CPA
Director – Healthcare Consulting
Forvis Mazars
Pre-event
Cindy Campbell MHA Healthcare Informatics, BSN, RN
Senior Director Advisory Services
WellSky
Pre-event
Lisa McClammy BSN, RN, COS-C, HCS-D, HCS-O
Senior Clinical Education Consultant
MAC Legacy
Pre-event
Melinda Gaboury COS-C
Chief Executive Officer
Healthcare Provider Solutions, Inc.
Track(s)
  • Pre-Conference
2025 Hospice Summer Camp
  • Session Number: 4000
Hospice is currently under significant scrutiny and there has never been a more important time for enhancing regulatory knowledge and best practices. This pre-event provides an updated and thorough overview of the financial aspects of hospice, including discussion of emerging national economic and policy changes which will impact hospice operations, regulatory issues, and revenue-enhancing strategies. Hospice Summer Camp 2025 is for Intermediate-Advanced hospice executives seeking to sharpen the skills and knowledge needed to improve management hospice financial operations in this changing environment. Medical Review is a surging hot topic for hospice and this session will address the most current auditing topics and give agencies tools to help them come out on the winning side of medical review audits.  This session also explores the strategic integration of palliative care services within hospice organizations, focusing on operational excellence and financial viability. Participants will examine successful business models, and reimbursement strategies that drive sustainable palliative care programs. Read More
Faculty
Pre-event
Adam Rice
Manager of Operations Finance
Liberty Home Care, LLC (Corporate)
Pre-event
Brian Harris
VP of Financial Consulting
SimiTree
Pre-event
M. Aaron Little CPA
Managing Director
Forvis Mazars
Pre-event
Rachel Hold-Weiss RPA-C- JD
Partner
Benesch Friedlander Coplan and Aronoff LLP
Track(s)
  • Pre-Conference

Sunday, July 27, 10:00 AM - 3:00 PM

2025 Electronic Visit Verification (EVV) Summit
  • Session Number: 1077
The National Alliance for Care at Home and the National EVV Association are proud to announce the first ever joint EVV summit! This event will occur as a pre-event workshop in conjunction with the 2025 National Alliance for Care at Home Financial Summit, on Sunday, July 27, 2025, and will represent the first time that Alliance Provider Members, State Government Agencies, and EVV Vendors can jointly discuss program, policy, and operational improvements. During the pre-event workshop, attendees will have the opportunity to hear updates about the current state of EVV in states across the country, learn about the latest CMS actions and priorities regarding EVV, identify promising practices and areas of concern, and discuss opportunities for collaborative problem-solving to improve state policy, provider experience, and service-delivery.Read More
Faculty
Pre-event
Damon Terzaghi MSA
Director of Medicaid HCBS
National Alliance For Care at Home
Track(s)
  • Pre-Conference

Sunday, July 27, 4:00 PM - 5:00 PM

Opening Keynote: Wendy Sue Swanson
  • Session Number: 5000
As care increasingly shifts into the home, health system leaders face an urgent mandate: embrace innovation without compromising trust. In this energizing keynote, physician, bioethicist, and digital health pioneer Dr. Wendy Sue Swanson explores how financial leaders and care innovators can work together to redesign healthcare delivery—centered on patients, powered by technology, and grounded in ethical, human connection. Drawing from decades of work at the forefront of digital transformation, including her tenure at Seattle Children’s and leadership in virtual clinical trials and AI-driven platforms, Dr. Swanson  offers practical insights on integrating new technologies, navigating misinformation, measuring value, and building systems that foster trust—especially in vulnerable populations. For finance executives, care delivery innovators, and policymakers alike, this keynote provides a bold vision and real-world strategies for the future of care—closer to home, and closer to what people actually need.Read More
Faculty
Keynote Speaker
Wendy Sue Swanson MD, MBE
Co-founder and CEO
Wild Health Media
Track(s)

    Monday, July 28, 9:15 AM - 10:30 AM

    Keynote: Dr. Steven Landers and Invited Dignitaries
    • Session Number: 5001
    Dr. Steven Landers, CEO of the National Alliance of Care at Home, addresses the Financial Summit with an energizing update on the Alliance’s bold vision for the future of home-based care. This keynote will highlight the Alliance’s strategic priorities, recent policy wins, and ongoing advocacy efforts to expand access, strengthen the workforce, and ensure sustainable reimbursement models. Attendees will gain insight into the current policy landscape and the role of the Alliance in driving federal-level change to support care at home—now and in the future.
    Faculty
    Keynote Speaker
    Steven Landers MD, MPH
    President and Chief Executive Officer
    VNA Health Group
    Track(s)

      Monday, July 28, 11:00 AM - 12:00 PM

      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 are integrated which allows for integration of service delivery and enhanced outcomes performance. A particular focus will be provided as to how home care services feature prominently in this care model.
      Faculty
      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 PT, DPT, MBA, FACHE
      Vice President of Strategic Initiatives
      Midland Care Connection
      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 documentation accuracy. Attendees will also explore the ROI of investing in analytics, training, education, and innovative programs designed to deliver high-quality, patient-centered care.
        Faculty
        Faculty
        Lindsay Doak MBA
        Director of Research and Education
        BerryDunn
        Faculty
        Michelle Horner BSN, RN, HCS-D, HCS-O, HCS-H, COS-C
        Manager of Clinical Consulting & Education
        McBee
        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 needs. Participants will explore practical tools for implementing change management plans that prioritize staff engagement, professional development, and resilience. Attendees will gain insights into fostering a culture that embraces transformation while recognizing and addressing the human impact of change. Additionally, this session will delve into recruitment and retention strategies tailored to the home health and hospice industry. Leaders will learn how to attract top talent, ensure seamless transitions during periods of change, and create an environment where current staff feel valued, invested, and committed to the organization's mission. By equipping leaders with actionable strategies, this session empowers organizations to thrive in a constantly evolving landscape without losing sight of what matters most—their people. "Read More
          Faculty
          Faculty
          Mr.  Chris Gallarneau
          Senior Education Consultant
          MAC Legacy
          Faculty
          Kristina Wright-Peterson RN, MSN
          Executive Director
          Minnesota Network of Hospice & Palliative Care
          Track(s)

            Monday, July 28, 11:00 AM - 12:40 PM

            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. The Home Health Revenue Cycle begins at intake and each payer must be dealt with individually. In addition, the new CoP, Acceptance-to-Service Policy requires that agencies document the process of evaluating and accepting patients into their home health care. Another piece that directly impacts the Revenue Cycle. Join us to unpack the Home Health Revenue Cycle and all it has become from start to finish!Read More
            Faculty
            Faculty
            Elizabeth Wilson CPA
            Managing 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 be used to in future payment refinements. Additional time collection time points, beyond admission and discharge known as HOPE Update Visits (HUV) may now be required, dependent on LOS and patient symptom control required follow up that all will impact clinical and operation staff for scheduling, completion and submission. The submission requirements for the HOPE tool are mandatory and will result in a 4% payment penalty for providers not meeting the 90% timely submission threshold. Join this session to learn about the HOPE tool, requirements and how to successfully implement this new tool in your organization.Read More
              Faculty
              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
              Senior Director of Clinical Services for Professional Services
              Axxess
              Track(s)

                Monday, July 28, 2:00 PM - 3:00 PM

                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.
                Faculty
                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 satisfaction tracking, and more. You’ll also hear success stories of agencies that have leveraged AI and advanced data systems to achieve measurable results. Join us to close the loop on inefficiencies and unlock the full potential of your business.
                  Faculty
                  Faculty
                  Cindy Campbell MHA Healthcare Informatics, BSN, RN
                  Senior Director Advisory Services
                  WellSky
                  Faculty
                  Mr.  Michael Slupecki
                  CEO
                  Griswold
                  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 need to be more effective in the field.
                    Faculty
                    Faculty
                    Beau Sorensen
                    COO
                    VisionBound International
                    Faculty
                    Mike Brents PT, DPT, MHA
                    Managing Director, Technology Consulting
                    SimiTree
                    Track(s)
                    Handout(s)

                      Monday, July 28, 2:00 PM - 3:40 PM

                      A New Era in Nonprofit Affiliations, Mergers & Acquisitions – Strategic Choices for Nonprofit Organizations
                      • Session Number: 1029
                      Faculty
                      Faculty
                      Andrew Molosky MBA, FACHE, CHPCA
                      President/Chief Executive Officer
                      Chapters Health System
                      Faculty
                      Andrew Voss MA, JD
                      Shareholder
                      Polsinelli PC
                      Faculty
                      Barrett Kulik
                      The Braff Group
                      Faculty
                        Mark Kulik MAMI
                      Senior Managing Director.
                      The Braff Group
                      Track(s)
                      • Educational Session
                      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 the heightened scrutiny on hospice compliance and the potential for near future payment reform, it is important now more than ever to assess the accuracy and effectiveness of the hospice revenue cycle. This session will provide attendees with the latest information on the payment and compliance landscape that influence the revenue cycle but will also focus on how revenue cycle processes ultimately influence the data used for Medicare cost report compliance and, in turn, payment reform. Industry benchmarks for key performance indicators will be shared to allow attendees to assess revenue cycle performance. "Read More
                      Faculty
                      Faculty
                      Adam Rice
                      Manager of Operations Finance
                      Liberty Healthcare
                      Faculty
                      Robert Simione CPA
                      Senior Vice President
                      SimiTree
                      Track(s)

                        Monday, July 28, 3:15 PM - 4:15 PM

                        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 other post-acute care providers, health systems, and hospital-at-home programs, can position your agency as a vital part of the continuum of care. Learn actionable strategies for growth, operational resilience, and adapting to a dynamic marketplace. Whether you’re navigating early supportive discharge programs or anticipating industry-wide changes, you’ll leave with a clear vision for steering your business into the future.Read More
                        Faculty
                        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 session will also discuss Federal legislative issues and how they may impact state programs. Lastly, the session will discuss opportunities for members to influence state and federal decisions.
                          Faculty
                          Faculty
                          Damon Terzaghi MSA
                          Director of Medicaid HCBS
                          National Alliance For Care at Home
                          Faculty
                          Jim Melancon JD
                          SVP, Government Affairs
                          Aveanna Healthcare
                          Faculty
                          Richard Edwards
                          VP Government Relations
                          Community Based Care, LLC
                          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 of the best practices and where does Home Health and Community-Based Services fit in? Join our speakers as we unpack how this program redefines how acute care is delivered in the home and how to be a partner in post-acute care.
                            Faculty
                            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 workshop is tailored specifically for professionals in the home health and hospice sectors, providing actionable strategies to align sales and marketing goals, strengthen referral networks, and attract patients effectively. It will provide examples of ROI for this important budget item. Participants will learn how to harness the power of industry benchmarks and real-world statistics to make informed decisions, streamline operations, and showcase the unique value their services bring to patients and families. From improving referral conversion rates to optimizing the patient experience, this session equips attendees with tools to elevate their organizations while maintaining a patient-first approach. Whether you’re a seasoned professional or new to the field, this workshop will help you unlock the potential of data-driven decision-making to ensure your home health or hospice organization thrives in a competitive market. "Read More
                              Faculty
                              Faculty
                              Ms  Hannah Patterson
                              VP and General Manager, Care at Home
                              Netsmart
                              Faculty
                              Ms  Nicole McCann-Davis PhD Candidate
                              Sr. Client Advisor and Research Director
                              Transcend Strategy Group
                              Track(s)

                                Monday, July 28, 4:30 PM - 5:30 PM

                                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 existing tools, and fostering a culture of cyber resilience across their organizations. The session will conclude with an interactive group exercise, walking participants through a real-world cyberattack scenario to reinforce key takeaways.
                                Faculty
                                Faculty
                                Beau Sorensen
                                COO
                                VisionBound International
                                Track(s)
                                Handout(s)
                                  Winning at Value-Based Contracting: Navigating Provider Affiliations in Home Health and Hospice
                                  • Session Number: 1016
                                  Faculty
                                  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.
                                    Faculty
                                    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)
                                    Handout(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 develop strategies to respond to the large impacts being felt by providers.
                                      Faculty
                                      Faculty
                                      Brent Korte MHA
                                      CEO
                                      Frontpoint Healthcare
                                      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 payments and audits invading the space, there are various traps that can leave your organization financially out in the cold. Join this must attend session to learn and optimize strategies to align your clinical and financial team's communications, goals and performance to keep your cash safe and flowing.
                                        Faculty
                                        Faculty
                                        Molly McDonald PT, DPT, MBA, CHC, COS-C
                                        Vice President of Quality and Compliance
                                        Frontpoint Health
                                        Faculty
                                        Robert Simione CPA
                                        Senior Vice President
                                        SimiTree
                                        Track(s)

                                          Tuesday, July 29, 9:00 AM - 10:00 AM

                                          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 the right AI tools, assess their costs and benefits, and prioritize quick-win opportunities that deliver substantial ROI. Real-world examples will illustrate how AI-driven strategies not only improve financial performance but also address and mitigate immediate administrative pain points for sustainable operational success.
                                          Faculty
                                          Faculty
                                          Donna Kitchens MBA, JD
                                          Vice President, Revenue Cycle Management
                                          McBee (part of Netsmart)
                                          Faculty
                                          Jared Hanson
                                          SVP Finance & Operations
                                          Empath Health
                                          Track(s)
                                            Reaching the Financial Summit: Creating a Financial Plan Utilizing Your Budget and Industry Benchmarks
                                            • 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 to utilize key revenue and cost drivers to measure changes in regulations, reimbursement and agency performance.   Attendees will walk away with best practice industry benchmarks around PDGM, overall profitability, direct cost staffing, and indirect and administrative costs.   The session will cover how to utilize these benchmarks in everyday measure of performance to continue to drive financial success.Read More
                                            Faculty
                                            Faculty
                                            Brian Harris
                                            VP of Financial Consulting
                                            SimiTree
                                            Faculty
                                            Cynthia Gibbons MBA, CHCE
                                            Director, Post Acute Finance/Business Operations
                                            Yale New Haven Health at Home
                                            Faculty
                                            Mr.  James Manahan MBA
                                            Chief Financial Officer
                                            Granite VNA
                                            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 influence the CAP as well as reporting CAP liabilities for financial statement and tax return presentation. Learn how you can make your CAP calculations a part of your overall budgeting and organizational process and avoid surprises at the end of the year.
                                              Faculty
                                              Faculty
                                              Ms  Morgan Crews CPA
                                              Director
                                              Forvis Mazars
                                              Faculty
                                              Natalie Alexander MAcc
                                              Director
                                              SimiTree
                                              Track(s)

                                                Tuesday, July 29, 9:00 AM - 10:40 AM

                                                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 resurgence, owners and operators continue to manage through a more difficult operating environment. We’ll address how to leverage data, both internal and public, to create and protect long-term value. Where do buyers focus when modeling opportunities and preparing an offer? Why is this important to complete the thorough due diligence review? How does gathering and maintaining this information protect value through the entire dealmaking process – from the time of offer through integration execution? "Read More
                                                Faculty
                                                Faculty
                                                Kristopher Novak
                                                Managing Director
                                                The Braff Group
                                                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, long-term care insurance, veterans’ benefits, and private pay clients. Learn how to navigate contract negotiations, mitigate concentration risk, and identify new revenue streams, all while staying true to your agency’s mission of delivering high-quality care.
                                                  Faculty
                                                  Faculty
                                                  Ashley Hartwigsen
                                                  Director of Post Acute Client Strategy
                                                  Netsmart/McBee
                                                  Faculty
                                                  Thomas Rose MBA
                                                  CEO
                                                  21st Century Health Care Consultants
                                                  Track(s)
                                                  Handout(s)

                                                    Tuesday, July 29, 10:15 AM - 11:15 AM

                                                    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 demographics, and the increasing emphasis on personalized care. This session will cover strategies being utilized to benefit revenue growth and provide insight for agencies as to what paths might be best for them as they look toward the future of caring for patients at home.
                                                    Faculty
                                                    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)
                                                      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 to focus on patient care issues. In addition, the Office of Inspector General has published updated compliance guidance to help providers evaluate and strengthen their compliance programs. This session will address the increased scrutiny hospices are under, lessons learned and provide guidance to help hospices be compliant in these challenging times. "Read More
                                                      Faculty
                                                      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)
                                                      Handout(s)

                                                        Tuesday, July 29, 11:00 AM - 12:40 PM

                                                        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 the DOL/FLSA requirements pertaining to them. This session will cover the Pros, Cons, Do's and Don'ts of each model as well as using performance accountability in your model to drive agency compliance, quality and financial outcomes.
                                                        Faculty
                                                        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 effectiveness of your medical appeals efforts! This course will highlight relevant Conditions of Participation (CoPs) related to medical reviews, ensuring a thorough understanding of regulatory requirements in the appeals process.
                                                          Faculty
                                                          Faculty
                                                          Ms  Marcylle Combs MS, RN, BS, CHCE
                                                          Owner
                                                          MAC Legacy
                                                          Faculty
                                                          William Dombi JD
                                                          Senior Counsel
                                                          Arnall, Golden, and Gregory, LLP
                                                          Track(s)

                                                            Tuesday, July 29, 11:30 AM - 12:30 PM

                                                            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 continued positive financial & operational performance. This session will cover key strategies on how to find growth opportunities, measure cost efficiencies and maintain quality of care for Hospice agencies.
                                                            Faculty
                                                            Faculty
                                                            Jeremy Wiltz PT, DPT, MBA, FACHE
                                                            Vice President of Strategic Initiatives
                                                            Midland Care Connection
                                                            Faculty
                                                            M. Aaron Little CPA
                                                            Managing Director
                                                            Forvis Mazars
                                                            Track(s)
                                                              CY 2026 Home Health Proposed Rule: Implications, Impacts, Advocacy
                                                              • Session Number: 1045
                                                              On June 30, the Centers for Medicare & Medicaid Services (CMS) issued the Calendar Year (CY) 2026 Home Health Prospective Payment System Rate Update and Durable Medical Equipment, Prosthetics, Orthotics, and Supplies (DMEPOS) Competitive Bidding Program Proposed Rule. The proposed rule includes significant policy changes that would reduce payments to home health agencies (HHAs) by more than $1 billion in 2026. These reductions come at a time when providers are already facing unprecedented inflationary pressures and navigating a challenging labor market, factors that are increasingly jeopardizing the ability to deliver care to Medicare beneficiaries. This session will examine the key payment-related provisions outlined in the proposed rule and explore strategies for effective stakeholder advocacy and Congressional engagement.Read More
                                                              Faculty
                                                              Faculty
                                                              Hillary Loffler
                                                              VP of Policy and Regulatory Affairs
                                                              National Alliance for Care at Home
                                                              Faculty
                                                              Mary Carr RN, MPH
                                                              Vice President, Regulatory Affairs
                                                              National Alliance For Care at Home
                                                              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; and managing staffing. Presenters will also discuss opportunities to leverage technology to improve cost-effectiveness of services as well as strategies for negotiating with Medicaid managed care organizations.
                                                                Faculty
                                                                Faculty
                                                                Brian Lebanion MBA, RNC, HCS-O, HCS-D, CPC
                                                                CEO/Consultant
                                                                BC Healthcare Consulting
                                                                Faculty
                                                                Damon Terzaghi MSA
                                                                Director of Medicaid HCBS
                                                                National Alliance For Care at Home
                                                                Faculty
                                                                Molly Haislip
                                                                Chief Operating Officer
                                                                Amivie
                                                                Track(s)

                                                                  Tuesday, July 29, 12:30 PM - 2:00 PM

                                                                  Closing Keynote: Melinda Gaboury and Expert Panel
                                                                  • Session Number: 5002
                                                                  Grab lunch and bring your questions! This is your opportunity to engage directly with HHFMA experts and fellow attendees. No topic in the world of care at home is off-limits, whether it’s payment rate cuts, Medicare Advantage, or the 80/20 provision in the Medicaid Access Rule. This is your chance to ask questions, share insights, and hear from some of the most knowledgeable minds in the industry. If it's on your mind, it’s on the table. You ask. They answer. We discuss. Let’s close the Summit with a critical conversation.
                                                                  Track(s)