SEPTEMBER 17-24, 2023
OWNER ADMINISTRATOR
CONFERENCE
ON NORWEGIAN JADE

In the competitive market of home health and hospice space, the Owner Administrator Forum Seminar allows owners and administrators to learn about the latest trends in home health and hospice and to collaborate with owners from different parts of the country. COVID-19 has had significant impacts on Medicare providers in 2020 and will likely continue to change the reimbursement landscape for home health and hospice care. This four half-day training covers advanced reimbursement topics.

Meet the Speakers

Jim Plonsey, President Medicare Training & Consulting Inc

James E. Plonsey, President of Medicare Training & Consulting, has been involved in healthcare accounting and finance since 1980. He has been a member of the Healthcare Financial Management Association since 1983. Jim is well versed in all aspects of Medicare and Medicaid participation and reimbursement. His background includes experience with providers, with the Blue Cross Association, with a major teaching hospital, and with a major accounting firm; prior to starting his own firm, Medicare Training & Consulting, in 1990. Jim also organizes and conducts seminars on a variety of issues concerning reimbursement.

James Plonsey has over 30 years of healthcare experience including six years with Blue Cross Blue Shield Association, training 750 Medicare auditors for the Fiscal Intermediary. He has owned a Home Health, West Valley Home Health in Utah.

Elizabeth Zink Pearson, Managing Partner Pearson and Bernard, PC

For more than 15 years, Elizabeth Zink-Pearson has served the needs of health care providers around the country. Prior to private practice, she worked in the public sector as a law clerk for the late Judge George C. Edwards of the U.S. Court of Appeals for the Sixth Circuit and as an Attorney Advisor for the U.S. Department of Labor. As a founding member of Pearson & Bernard, PSC in 1998, Liz brought her extensive experience in health law and employment law to the firm along with her characteristic informal, non-legal approach to resolving client conflicts in the ever-changing world of health care.

Over the years, Ms. Pearson has expanded her practice to include corporate organization and merger and acquisitions for health care providers and broadened her representation to include admission to many U.S. District Courts around the country, the U.S. Courts of Appeals for the Fifth, Sixth, Seventh, Ninth and Tenth Circuits, and the U.S. Supreme Court. Her state admissions include Kentucky, Ohio, and Indiana.

Consistent with the firm’s mission to counsel and educate clients, Ms. Pearson lectures often for state and national trade associations on many legal topics including Medicare compliance, Fraud and Abuse, Corporate Compliance, Employment Discrimination, and the Fair Labor Standards Act. Liz served as education counsel for the former American Federation for Home Care and also is a frequent contributor to trade association journals and newsletters.

Outside the firm, Ms. Pearson shares her legal background with many community charitable groups. She serves on the Board of Directors of the Northern Kentucky Volunteer Lawyers and as counsel and Board Member of the St. Vincent De Paul Community Pharmacy, a local fully charitable pharmacy for those in need. Ms. Pearson also serves on the Board of the National Family Caregivers Association.

Lucian Bernard, Managing Partner Pearson and Bernard, PC

Lucian Bernard brings his legal and practical experience to Pearson & Bernard, PSC and serves as the firm’s Secretary and Treasurer. He has an economics degree from Guilford College in 1973 and his J.D. from the University of Cincinnati in 1990. In between, he spent eleven years working in clinical laboratories. After law school, Lou consulted in class action litigation and opened a solo practice in Cincinnati, counseling clients involved in employment and criminal litigation. He joined a firm representing a class of home health agencies in Ohio who were suing the state’s Medicaid reimbursement system and stayed until founding Pearson & Bernard, PSC in 1998. The firm’s philosophy is to take a unique approach to counseling and educating clients in a non legal manner. Using this approach, Lou and the firm have successfully represented health care providers all over the country.

Lucian is an experienced civil and criminal litigator who remains a member of the federal Criminal Justice Act Panel. Consistent with the firm’s philosophy of contributing to the community, his pro bono activities have included serving on the Board of Directors for the Greater Cincinnati Criminal Defense Lawyers Association and as Educational Counsel for the American Federation of HomeCare Providers. He has also served on the Lawyers Advisory Committee for the American Civil Liberties Union and has been certified by the Ohio Supreme Court to represent indigent criminal defendants in capital cases. Lou enjoys teaching and regularly participates in seminars for health care providers and other employers sponsored by state and national trade associations, as well as private consultants, on a variety of issues ranging from Medicare to the Fair Labor Standards Act.

Lou’s admissions to practice include the State of Ohio, the District of Columbia, the Supreme Court, the Fifth, Sixth, Seventh and Ninth Circuits and various U.S. District Courts throughout the country. He has been a member of the Employment and Health Law Committees for the Cincinnati Bar Association and the Long Term Care Committee for the American Health Lawyers Association.

Cheryl Peltekis, RN Home Care Sales

Cheryl Peltekis, RN is an infectious leader in the Home Health and Hospice Industry. In 1995, Cheryl opened and built and ran, from the ground up, a multi-million dollar Medicare Certified and JACHO accredited Home Health and Hospice for over 20 years deficiency free!

Cheryl is the rare clinician who gets sales and business development. Author of The Five Steps to Sales Success, Super Hero Customer Service, and 5 Step High Performance Selling Manual. Cheryl was also the host of a radio weekly talk show, Health Matters and developed multiple diseases management programs.

She was awarded Sales Manager of the Year by Playmaker CRM in 2013. Since 2013, Cheryl opened her consulting business, Penta Care consulting and was quickly acquired by Home Care Sales by Power Shot training where she is the only RN partner with operational experience.

Schedule

Medicare Update

Presented by: Jim Plonsey
Monday, September 18th, 2023
1 PM - 5 PM

The Medicare Update will provide an update on the 2024 Proposed PDGM rates.

  • Medicare Update on Reimbursement Rates for Home Health Agencies beginning on January 1st, 2024.
  • Strategies to improve Medicare Reimbursement Rates
  • Using Flu Shots to increase profitability for Home Health Agencies

Legal Updates

Presented by:
Elizabeth Zink Pearson
Tuesday, September 19th, 2023
8:00 AM - 12:00 PM

Legal Updates

Lou Bernard
Tuesday, September 19th, 2023
8:00 AM - 12:00 PM

Liz  and Lou will be discussing topics about partnering and collaboration practices. She will also provide updates on Medicare compliance and enforcement policies.

  • Partnering & Collaboration
  • Legal Update on Compliance & Enforcement
  • Bundled Payments and Legal Issues on Value Based Purchasing
  • Post-Acute Care Transitions
  • New Care Delivery Models

Value Based Purchasing: Building Referrals

Presented by:
Cheryl Peltekis, RN
Tuesday, September 18th, 2023
1 PM - 5 PM

Obtaining new referrals has been a challenge in the post COVID-19 healthcare world. Cheryl will share strategies that she used to keep up your census even when on-site visits were not allowed. Many referral sources have changed their patterns and expect agencies to accommodate them.

  • Understand what data matters and where you can get it
  • Understand the role of the discharge planners
  • Learn how to leverage your data into sales plans
  • Receive the keys to building your 52 Week Road Map To Referrals
  • Understand how Perfectionism Sucks
  • Meet Your Nemesis and learn strategies to tame it.
  • Learn the difference between perfectionism and Health Striving
  • Celebrate Your Flawsomeness
  • Tips to Dominate Your Internal Nemesis

Medicare Update Day 2

Presented by: Jim Plonsey
Saturday, September 23rd, 2023
8 AM - 12 PM

Jim will provide closing remarks for the Owner Administrator Forum. He will also discuss new trends in Hospice Reimbursement.

  • Hospice Reimbursement Updates
  • Earned Retention Tax Credit Updates

About Ports of Call on the NCL Jade

Discover stunning beaches and coves as you hop off in Patmos. Visit one of the 365 churches and shrines tucked among its swooping hills and valleys, and see what makes this town so charming. Disembark in one of the Middle East’s most picturesque cities, Haifa, and take a short trip to holy sites such as Galilee, Nazareth or Jerusalem. Grasp the beauty of the city as you witness the views from Baha’i Gardens. Stroll along whitewashed villages clinging to the sides of the sea cliffs of Santorini. Come aboard Norwegian Jade and fall enamored with the world’s most majestic spots.

Itinerary

Location Date Arrival Depature
Athens, Greece Sunday, September 17, 2023 5:00 PM
Kusadasi, Turkey Monday, September 18, 2023 6:30 AM 12:30 PM
Patmos, Greece Monday, September 18, 2023 6:30 PM 11:59 PM
At Sea Tuesday, September 19, 2023 - -
Jerusalem, Israel Wednesday, September 20, 2023 6:00 AM 11:00 PM
Tel-Aviv, Israel Thursday, September 21, 2023 10:00 AM 10:00 PM
Limassol, Cyprus Friday, September 22, 2023 6:30 AM 2:30 PM
Santorini, Greece Saturday, September 23, 2023 1:00 PM 9:00 PM
Athens, Greece (Disembark) Sunday, Septermber 24, 2023 7:00 AM

Pricing Table

Stateroom Location Pricing
Inside $1529
Oceanview $1779
Balacony $2999
Club Balcony Suite $3349
Suite 3519
The Haven 6199
Pricing is as of January 17, 2023 and are subject to change at any time.

Discover stunning beaches and coves as you hop off in Patmos. Visit one of the 365 churches and shrines tucked among its swooping hills and valleys, and see what makes this town so charming. Disembark in one of the Middle East’s most picturesque cities, Haifa, and take a short trip to holy sites such as Galilee, Nazareth or Jerusalem. Grasp the beauty of the city as you witness the views from Baha’i Gardens. Stroll along whitewashed villages clinging to the sides of the sea cliffs of Santorini. Come aboard Norwegian Jade and fall enamored with the world’s most majestic spots.

Early Bird Course Fee

Pricing increases on March 1st

1 Person

895

Course Materials

2 Persons

795

Course Materials

CANCELLATION POLICY:    If Medicare Training and Consulting must cancel a seminar due to low registration, registrants will receive a full refund by their method of payment.  If a participant cancels a reservation, notification must occur 15 or more calendar days before the meeting date for a 100% refund.  A participant may enroll in a future course in lieu of a cash refund.  Medicare Training & Consulting is unable to grant refunds for lodging, airfare, and other expenses.

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