View 2023 Agenda | CompliancePalooza | A RISE Health Conference

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CompliancePalooza 2024
September 3-4, 2024
A Virtual Event

Past Agenda

Tuesday - September 3, 2024

10:00 AM 10:05 AM

9:00 AM 9:05 AM

8:00 AM 8:05 AM

7:00 AM 7:05 AM

Welcome and Chairperson’s Opening Remarks

Angela Lloyd, Associate Compliance Officer
Jefferson Health Plans

10:05 AM 10:50 AM

9:05 AM 9:50 AM

8:05 AM 8:50 AM

7:05 AM 7:50 AM

Keynote Address: OIG Perspective: Delivering on the Promise

Ann Maxwell, Deputy Inspector General for Evaluation and Inspections
HHS Office of Inspector General

10:50 AM 11:00 AM

9:50 AM 10:00 AM

8:50 AM 9:00 AM

7:50 AM 8:00 AM

Break

11:00 AM 11:50 AM

10:00 AM 10:50 AM

9:00 AM 9:50 AM

8:00 AM 8:50 AM

Mastering CMS Program Audits: Preparation, Execution, and Compliance

  • Prepare for a CMS program audit by understanding the audit process, required documentation, and key areas of focus 
  • Execute the audit effectively by coordinating internal teams, responding promptly to auditor requests, and providing accurate and complete information  
  • Implement corrective actions and continuous improvement strategies based on audit findings to address deficiencies, enhance compliance, and improve overall plan performance 

Angela Lloyd, Associate Compliance Officer 
Jefferson Health Plans 

Jennifer (Jen) Del Villar, CHC, Director of Government Programs Compliance / Medicare Compliance Officer
Cambia Health Solutions

11:50 AM 12:00 PM

10:50 AM 11:00 AM

9:50 AM 10:00 AM

8:50 AM 9:00 AM

Break

12:00 PM 12:50 PM

11:00 AM 11:50 AM

10:00 AM 10:50 AM

9:00 AM 9:50 AM

Preparing for the Part D Out-of-Pocket Spending Cap

  • Understand the operational requirements of the Medicare Prescription Payment Plan (M3P), including how to implement the spending cap and manage the year-long cost distribution for Part D enrollees 
  • Develop strategies for effectively communicating with beneficiaries about the M3P, ensuring they understand the benefits, enrollment process, and how it impacts their out-of-pocket expenses 
  • Implement processes for identifying and targeting beneficiaries who are likely to benefit from M3P, managing opt-in procedures, and facilitating enrollments 

Ana Handshuh, Principal
CAT5 Strategies

Helen Liu, Former Vice President of Pharmacy Operations
ATRIO Health Plans 

12:50 PM 1:30 PM

11:50 AM 12:30 PM

10:50 AM 11:30 AM

9:50 AM 10:30 AM

Lunch Break

1:30 PM 2:15 PM

12:30 PM 1:15 PM

11:30 AM 12:15 PM

10:30 AM 11:15 AM

Health Equity Analysis of Utilization Management (UM)

  • Create additional transparency and identify disproportionate impacts of UM policies 
  • Determine how to recruit members for UM committees 
  • Conduct the required annual analysis and effectively present data for reporting on their analysis 

Tracy Jones, Interim Chief Compliance Officer
SummaCare

Patricia Henderson, Director, Compliance
Jefferson Health Plans

2:15 PM 2:25 PM

1:15 PM 1:25 PM

12:15 PM 12:25 PM

11:15 AM 11:25 AM

Break

2:25 PM 3:10 PM

1:25 PM 2:10 PM

12:25 PM 1:10 PM

11:25 AM 12:10 PM

Effective Oversight and Monitoring Strategies

  • Identify the key regulatory requirements for oversight and monitoring of FDRs 
  • Discuss the role of training and education in improving FDR awareness and adherence to compliance requirements 
  • Learn how to obtain and scrutinize essential reports from your vendors to ensure compliance and performance standards are met  

Sarah Peix, Compliance & Privacy Officer
ChenMed Family of Companies

Beth Socoski, Vice President of Compliance, Medicare Compliance Officer
Longevity Health Plan

3:10 PM 3:20 PM

2:10 PM 2:20 PM

1:10 PM 1:20 PM

12:10 PM 12:20 PM

Break

3:20 PM 4:05 PM

2:20 PM 3:05 PM

1:20 PM 2:05 PM

12:20 PM 1:05 PM

Engagement with Compliance and Other Lines of Business 

  • Understand the specific types of information board members seek regarding compliance efforts to ensure transparency and informed decision-making 
  • Communicate effectively with the board and other leadership, utilizing strategies to convey the importance and impact of compliance initiatives 
  • Demonstrate the value of the compliance function, showcasing its critical role in organizational sustainability and risk management 

Angela Keenan, CHC, CHPC, Compliance Officer
Network Health

Jessica Vander Zanden, Vice President, Operations
Network Health

4:05 PM 4:10 PM

3:05 PM 3:10 PM

2:05 PM 2:10 PM

1:05 PM 1:10 PM

Closing Remarks

Angela Lloyd, Associate Compliance Officer
Jefferson Health Plans

Wednesday - September 4, 2024

10:00 AM 10:10 AM

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

Chairperson’s Opening Remarks and Day One Takeaways

Angela Lloyd, Associate Compliance Officer
Jefferson Health Plans

10:10 AM 11:00 AM

9:10 AM 10:00 AM

8:10 AM 9:00 AM

7:10 AM 8:00 AM

Navigating the 2025 Medicare Advantage Final Rule

  • Analyze the key changes introduced by the 2025 Medicare Advantage Final Rule and their implications for Medicare Advantage plans 
  • Develop comprehensive strategies to ensure compliance with the new regulations, including adjustments to operational, marketing, and network adequacy practices 
  • Implement effective communication and training programs to educate staff, agents, and beneficiaries about the new requirements and compliance expectations  

Annie Shieh, AVP, Compliance
Molina Healthcare

Patricia Henderson, Director, Compliance 
Jefferson Health Plans

11:00 AM 11:10 AM

10:00 AM 10:10 AM

9:00 AM 9:10 AM

8:00 AM 8:10 AM

Break

11:10 AM 11:55 AM

10:10 AM 10:55 AM

9:10 AM 9:55 AM

8:10 AM 8:55 AM

Managing Third-Party Marketing Restrictions

  • Understand the new restrictions imposed on Third-Party Marketing Organizations (TPMOs), including the prohibition on collecting personal data without prior express written consent
  • Evaluate the impact of these restrictions on existing marketing practices and lead generation strategies, and develop action plans to ensure compliance while maintaining effective outreach efforts
  • Implement best practices for managing agent and broker relationships to ensure compliance with the new rules

Shelley Segal, CEO
Segal Medicare Experts

Liza Arias, Vice President
Segal Medicare Experts

11:55 AM 12:05 PM

10:55 AM 11:05 AM

9:55 AM 10:05 AM

8:55 AM 9:05 AM

Break

12:05 PM 12:50 PM

11:05 AM 11:50 AM

10:05 AM 10:50 AM

9:05 AM 9:50 AM

Important RADV Updates & Review of New Appeals Process

  • Understand the revised RADV appeals process, including the separation of medical record review determination appeals and payment error calculation appeals 
  • Implement strategies to manage the medical record review determination administrative RADV appeal process effectively before initiating a payment error calculation appeal 
  • Navigate the timelines and procedural requirements for RADV appeals, including the issuance of revised audit reports  

Colleen Gianatasio, Director Clinical Documentation Integrity and Coding Compliance
Capital District Physician’s Health Plan (CDPHP)

Donna Malone, CPC, CRC, AAPC Approved Instructor, AHCCA, RAP, Director Risk Capture, Population Health Management
Mass General Brigham

12:50 PM 1:30 PM

11:50 AM 12:30 PM

10:50 AM 11:30 AM

9:50 AM 10:30 AM

Lunch Break

1:30 PM 2:15 PM

12:30 PM 1:15 PM

11:30 AM 12:15 PM

10:30 AM 11:15 AM

Understanding the Medicare Prescription Drug Inflation Rebate Program: Implications and Compliance

  • Explore the implications of non-compliance, including potential violations of the False Claims Act to highlight the risks and consequences of evading rebate requirements
  • Discuss the civil monetary penalties for drug companies that fail to pay the required Medicare rebates
  • Analyse past cases of whistleblower lawsuits and settlements under the Medicaid Drug Rebate Program to anticipate similar enforcement actions under the new Medicare Program, including notable blockbuster settlements, such as those involving Mallinckrodt, Eli Lilly, and Mylan

Mary Inman, Partner
Whistleblower Partners

Liz Soltan, Associate
Whistleblower Partners

2:15 PM 2:25 PM

1:15 PM 1:25 PM

12:15 PM 12:25 PM

11:15 AM 11:25 AM

Break

2:25 PM 3:10 PM

1:25 PM 2:10 PM

12:25 PM 1:10 PM

11:25 AM 12:10 PM

Enhancing Care for Chronically Ill Members: Mastering Special Supplemental Benefits (SSBCI) Implementation and Compliance

  • Understand the new requirements for Special Supplemental Benefits for the Chronically Ill (SSBCI) 
  • Develop comprehensive SSBCI programs that include innovative benefits designed to improve health outcomes for chronically ill members 
  • Implement effective processes for identifying eligible beneficiaries, coordinating care, and ensuring compliance with CMS guidelines  

Ana Handshuh, Principal
CAT5 Strategies

Caroline Yaun, BSN, LNC, Senior Consultant, Clinical
Rebellis Group, LLC

3:10 PM 3:20 PM

2:10 PM 2:20 PM

1:10 PM 1:20 PM

12:10 PM 12:20 PM

Break

3:20 PM 4:05 PM

2:20 PM 3:05 PM

1:20 PM 2:05 PM

12:20 PM 1:05 PM

Assess New Outpatient Behavioral Health Network Adequacy Standards

  • Understand the new network adequacy standards including the addition of the "outpatient behavioral health" category 
  • Implement effective verification processes using reliable data sources such as claims data 
  • Integrate telehealth providers into the behavioral health network to meet the contractual requirements and improve access to behavioral health services  

Tricia Beckmann, Principal
Faegre Drinker

Kacey B. Dugan, Director - Policy & Regulatory Affairs
Faegre Drinker

Yavar Moghimi, MD, Medical Director, Behavioral Health
AmeriHealth Caritas Family of Companies

4:05 PM 4:15 PM

3:05 PM 3:15 PM

2:05 PM 2:15 PM

1:05 PM 1:15 PM

Closing Remarks

Angela Lloyd, Associate Compliance Officer
Jefferson Health Plans