Thank You to Our Platinum and Presidential Sponsors

2008 Issue 1

In This Issue:
[President's Message]
[New Members - Welcom to NEOHFMA]
[Northeast Ohio HFMA Speaker Series]
[Gerry Haggerty Annual Leadership Institute 2008 Recap]
[Managed Care Recap]
[What Every Current and Future Healthcare Finance Leader Should Know About ... Revenue Cycle, Reimbursement, Legal & Compliance Recap]
[2008 Newsletter Survey]
Newsletter Archive

Presidents Message

Chuck Josey, PresidentDear Fellow HFMA Members:

Our chapter won four national awards for the previous year, including two Yerger awards as well as awards for member retention and certification. As I embark on my year as president of the chapter, I realize that I am taking on a big responsibility to maintain that level of excellence, and I, as well as well as the other officers and board of directors, have been busy planning the upcoming year. Our chapter goals for the upcoming year include:

  1. Achieving 3% growth in registered educational hours per member through a variety of high-quality, educational offerings targeting the needs of our membership.
  2. Achieve positive growth in membership by maintaining high member satisfaction as well as offerings geared towards younger professionals.
  3. Promote certification of our members by making study materials, scholarships, and other assistance available to those interested.
  4. Further develop the chapter website.
  5. Maintain the financial stability of the chapter.

This year’s national theme is Making Connections which highlights the networking-related benefits of HFMA. Whether looking for an industry best practice, information on healthcare finance issues, or professional networking, you will find resources within HFMA. Like many others, I have found that the more you put into HFMA, the more value you get out. Accordingly, I would encourage you to get involved with the chapter by contacting one of the committee chairs listed within the Chapter Committees section of the website.

Our upcoming chapter programs include the Volunteer Appreciation Golf Outing being held at Sweetbriar Golf Club in Avon Lake on August 28. This program will include 3 hours of CPE on the theme of “Strategic Financial Outlook” as well as 18 holes of golf or pampering at the spa! On August 18 we are co-sponsoring along with BKD a Medicare PPS & Legislative Update Webcast. The webcast is FREE and you will receive 1 hour of CPE through HFMA. Watch for other informative programs coming in the fall!

I look forward to a great year of Making Connections and hope to see you at an upcoming HFMA event.


Chuck Josey, CPA

Back to Top

New Members - Welcome to NEOHFMA!

Please welcome our newest members to the Northeast Ohio Chapter of HFMA. Look for them at our next meeting and welcome them to our organization.

Diane Horvath
Cleveland Clinic

Carolyn Miclea
Cleveland Clinic Taussig Cancer Institute

Robert S. Gross
Cleveland Clinic

Michael Sesar
University Hospitals

Laura D. Greguric
Cleveland Clinic

John Ostrowski
University Hospitals

Mary E. Hurt
Relational Technology Solutions

Vurned M. Stilgenbauer
Cleveland Clinic Taussig Cancer Institute

Denise R. Connor
Cleveland Clinic

Douglas Mazanec
Todd R. Thomas
The Csc Group, Inc.
Justin Williams
University Hospitals
Jennifer Wexler
Eris Medical Technologies
Anthony Puorro
Roseland Community Hospital
Joseph A. Gabriel
Siemens Medical Solutions
Jane C. Dippong, CPA
University Hospitals Health System
Kevin S. Lauterjung
Medical Mutual of Ohio
James J. Feldkircher, Jr.
University Hospitals Health System
Dan Karchmer
Cleveland Clinic Foundation
Robin Defago
Children’s Hospital Medical Center
Dolly DiMargio
Forum Health
John T. Faulstich, CPA
Julie L. Fox
Summa Health System

Back to Top

Northeast Ohio HFMA Speaker Series
Save the Date for these upcoming programs!

Program Date: August 28, 2008
Program Location: Sweetbriar Golf Club

Strategic Financial Outlook and
Annual Volunteer Appreciation Outing

Who will benefit from this? Chief Financial Officers, Controllers, Directors of Finance, All Healthcare Business Professionals Interested in the Future of Our Industry.


  • Christopher Kerns is a senior consultant at the Advisory Board Company.
  • James P. Brown is a Principal in the Healthcare Practice of Deloitte Consulting.
  • Christopher J. Donovan is Senior Director of Fiscal Services at the Cleveland Clinic.
  • Margery B. Mazoh is Senior Project Manager in Fiscal Services at the Cleveland Clinic.

More information to come on these other upcoming events:

Program Date:
September 18, 2008
Program Location: Corporate College East

Accounting and Auditing

Program Date: October 9, 2008
Program Location: Corporate College East


Back to Top

Gerry Haggerty Annual Leadership Institute 2008

Recap by Adam Schweikert

This year’s conference “Pathway for the Future” offered attendees two tracks to choose from with a wide variety of topics covering patient access, physician operations, reimbursement issues, financing, data management and compliance with updates on FASB, form 990 and Stark Law.

In keeping with tradition, the networking opportunities were abundant with casino night and dancing to finish the first evening. The second day offered a choice of 18 holes of golf at the Thunderbird Country Club, luxurious spa package at the Kalahari Spa or a delectable wine tasting event followed by an evening banquet then more dancing and a Texas Hold-em tournament.

The GHALI was held at the Kalahari Resort and Conference Center in Sandusky, Ohio. Kalahari brings “a world away” experience to travelers in the Midwest. With everything under one roof convenience, the Kalahari Resort includes spectacular indoor and outdoor waterparks, spas, extensive retail and shopping areas, multiple dining options, and authentic African experiences.

Special thanks to Dave Lang and everyone who participated on the GHALI Planning Committee for a job well done. The reaction to this year was very positive.
Here are a few comments from this year’s attendees:

Would like this conference to remain at Kalahari. It seems to be a great central location for bringing both chapters together & great facilities for family to enjoy.”

“Tremendously enjoyed meeting people from the Cleveland chapter. Also, it was a very nice conference - informative, etc. & allowed us to obtain 20 CEUs.”

Nicely done, the spa was outstanding!

Planning is underway for the 2009 GHALI. Watch for details of next year’s conference so you won’t miss out on everything this event has to offer.

Click to see photos from this event

Back to Top

Managed Care Recap

By Karl Kimball

The Managed Care Program: July 24, 2008 at Windows on the River

The Managed Care Program in July was a great success. The event began with an excellent lunch in the Windows on the River dining room. Four very informative and engaging speakers followed:

The first speaker, Ann Marie Donegan, gave an overview on the recently passed House Bill 125 (Provider Contracting).

Our next speaker, Susan Scheutzow, presented a very comprehensive review of the possible direction that Managed Care will be heading with the next presidential administration.

Next, we had Dr. David Epstein. David had a very impressive presentation on Disease Management and the financial implications of the chronic disease management crisis.

Finally, Charles Cataline gave an update and overview on Medicaid Managed Care. Charles is always a very engaging and lively speaker and we are happy to have him on our team.

The event wrapped up with another beautiful afternoon, happy hour on the Windows patio. The event seemed well received and well attended. The speakers were very informative and presented well and, all in all, the event was a great success.

The Managed Care Committee would like to give special thanks to the group from AAHAM that attended and assisted in the planning and execution of the program.

Click to see photos from this event

Back to Top

What Every Current and Future Healthcare Finance Leader Should Know About . . . Revenue Cycle, Reimbursement, Legal & Compliance Recap

The June program, “What Every Current and Future Healthcare Finance Leader Should Know About . . .” was held at Shooters on the Water. Attendance was very high for this program as three very talented and engaging speakers presented on the topics of Revenue Cycle, Reimbursement and Legal/ Compliance issues. We are very thankful to both Great Lakes Brewing and Shooters for showing flexibility in hosting the event. Great Lakes was the original location, but when registration far exceeded expectations, they were very helpful in the transition process to Shooters. Additionally, the management at Shooters made the transition smooth as well. We also would like to thank all the NEOHFMA members for their support, understanding and flexibility concerning the late change in venue.

Don Paulson of University Hospitals began the program with a very comprehensive presentation of the Revenue Cycle. He was able to illustrate to the attendees process and was able to speak to pitfalls of which to be aware.

Following Don’s presentation was Chris Mahler of Plante & Moran, PLLC. Chris spoke of Reimbursement and the basic concepts that each new and future manager in healthcare finance should know. Chris was also able to spend time speaking of elements of the Medicare Cost Report.

The final speaker of the program was Anthea Daniels of Calfee, Halter & Griswald, LLP. Ms. Daniels gave an excellent overview of Fraud and Abuse as well as Stark laws. She explained to the members the differences between each and was also able to give examples of government activities based on her real-life experiences.

We would like to thank these speakers again for their participation. In addition, we would again like to thank our members for their understanding and flexibility.

Back to Top

By Jack Bailey

Congratulations to Emily Zhang and Justin Williams. Both have been promoted to Financial Analyst with University Hospitals.

Back to Top

Puzzle – Pre-Olympic Rehearsal
By Jack Bailey

At last month's pre-Olympic rehearsal, four top athletes competed in two qualifying 400 meter races. As the results were expected to be mislaid, various notes were taken to ensure the accuracy of the overall rankings:

No-one finished both races in the same position. John beat Mr Donald in both races. Steve Curtail came third in the second race and Dave came last in the first race. In the second race, Mr Arnold won and Mr Bowler came last. In the first race, Steve beat Kev, but Kev beat John

Can you determine who finished where in each of the races?

Email your answer to Jack Bailey at All correct entries will be included in a drawing and one lucky entrant will receive a $25 gift certificate.

Previous puzzle –A night at Kalahari

CulpritWeapon Location
Miss ScarletSpannerKitchen
Professor PlumRopeStudy
Colonel MustardLead PipeLibrary
Mrs. WhiteGunConservatory

Winner:: Theresa Janszen of the Cleveland Clinic won a $25 gift card to The Cheesecake Factory.

Back to Top

2008 Newsletter Reader Survey
Northeast Ohio HFMA Chapter

In order to provide you with the most interesting and useful chapter newsletter possible, we’d like a few minutes of your time to answer the following questions:

1. My favorite part of the newsletter is:
2. Event Photos
3. Technical Articles
4. Member Articles
5. Event Recaps
6. The overall layout of the newsletter
Please add any additional comments you would like to share about the newsletter:
Thanks for your opinion!
NEO HFMA Newsletter Committee

Back to Top

Corporate Sponsor Program
We gratefully acknowledge the commitment of our Corporate Sponsors who assist in the funding of the Chapter's programs and activities
Presidential Level
Ernst & Young, LLP
Human Arc
Long-O'Shea & Co. LLC
Platinum Club
Joseph R. Harrison Company, LPA
HRSI/FirstCredit International Corp.
IC Systems
JP Recovery Services, Inc.
MedCom Solutions
NatCity Investments, Inc.
Revenue Group/HRS
Total Practice Management, LLC
Gold Club
CareMedic Systems
Squire, Sanders & Dempsey LLP
Silver Club
Cirius Group, Inc.
Kreg Information Systems
Bronze Club
ARC Group
Bruner-Cox, LLP
Calfee, Halter & Griswold LLP
CDR Associates, LLC
DMI Transitions
Emrhein & Associates
HMC Group
JP Morgan Chase
KeyBanc Capital Markets
Masters Assocs Receivables
Mgmt, Inc.
NCO Financial Systems Inc.
OSI Healthcare Services
Quadax, Inc.
Receivables Outsourcing Group
Resources Global Professionals
Sanford Rose Associates - Executive Search
Senex Services
Vorys, Sater, Seymour & Pease LLP
Wise Management Services, Inc.
Wolfskill & Associates

HFMA Northeast Ohio
Chapter Officers

Charles S. Josey

Anna Sulewski

Vice President
Michael Manfull

Susan R. Flaherty


Suzanne M. Tschetter


Karen Mihalik

Chapter Coordinator
Kathleen A. Much

Board of Directors
Jack Bailey
Diane Lilko
Stephen Rybka
Claudio Zanin
Richard Jorz

Visit HFMA National at:

Visit HFMA Northeast Ohio at:




To the top




© Northeast Ohio Chapter – HFMA | All Rights Reserved