HFMA Iowa Leadership Roster 2018-19

OFFICERS:
BOARD OF DIRECTORS:

President's Message

Upcoming events  2
Hello all,
 
It has been nearly three months into my president year, and I continue to be inspired with the effort of our local committees and our region as whole. We continue to offer top-notch educational opportunities via in-person meetings, as well as webinars. I encourage you to take a few minutes and visit our website to see our upcoming events.
 
Of note, please consider attending our Fall in-person event from October 9th – 11th in Des Moines, hosted in conjunction with the Iowa Hospital Association. This is always a great opportunity to network with multiple disciplines across the industry, as well as enjoying the Iowa HFMA camaraderie that I believe defines us as the best chapter in the country. HFMA members (if not members of an Iowa Hospital) can secure free registration by using the code HFMA2018. The registration link is HERE. If you can, I would encourage you to invite your finance committee members of your organization’s board. It is important for them to see how your involvement, and our chapter, is vital to the success of our industry.
 
Lastly, I was able to attend the Fall President’s Meeting with President-Elect Jeremy Behrens. It was a great opportunity to learn more about the future direction of HFMA and how our local chapter and regions can help get there. Fortunately, we are already on the right path! Our focus on member and non-member engagement, local and regional association partnerships, and streamlining administrative processes is in line with HFMA’s strategic direction. I believe Iowa, and Region 8 as a whole, is leading the association in terms of strategic alignments and thought leadership.
 
Our chapter is only as good as our members. Please continue to attend, recommend others, and volunteer whenever you can. You will not be disappointed in the impact you will make.
 
 
Sincerely,
 
 
Kyle Wilcox
Iowa HFMA Chapter President, 2018-2019
 
 
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Iowa Chapter Leadership Recognized for Five Years of Sustained Excellence

The following Iowa HFMA Chapter past presidents were presented the 2018 Shelton Award - HFMA's highest chapter honor - for five years of sustained chapter excellence:
 
  • Deanna Gray, FHFMA, CRCS I/P - Area Vice President, Change Healthcare/Relay Health
  • Chad Tysdahl - Senior Managing Consultant, BKD
  • Kara Dunham, FHFMA
  • Darren R. Osten, FHFMA, CPA - Partner, Seim Johnson, LLP
  • Shawn Steffen - Senior Director of Revenue Cycle, Mercy - Cedar Rapids


Congratulations and thank you for your dedication and leadership!

HFMA Iowa Chapter Committee Chairs

  • Attendance: Luke Gruber & Mike Dobbs
  • Financial Review: Eric Lopata
  • Bylaws/Policies and Procedures: Darren Osten
  • Certification: Hilary Christiansen
  • Directory/Chapter App: Crystal Estabrook
  • Founders & Awards: Tara Spidle
  • Generations & Early Careerist: Katie Fredricks
  • Historian: Marcus Goldenstein
  • Iowa Hospital Association Liaison: Dan Royer
  • Job Referral: Krista Ketcham
  • Membership & Directory: Tim Huber
  • Networking: Denyse Scott; Marcus Goldenstein
  • Communications:  Jenny Peterson, Abbey Stangl, & Dave Muhs
  • Nominating: Jeremy Behrens
  • Programming: Abbey Stangl & Jeremy Behrens
  • Region 8 Executive: Chris Vairo
  • Region 8 Executive Elect: Devon Kim
  • Sponsorship: Jeremy Behrens, Kyle Wilcox, & Trent Fast
  • Strategic Planning: Kyle Wilcox
  • Website/Technology: Jenny Peterson & Jeanne Goche
  • Yerger: Deanna Gray

Update from Chris Vairo, HFMA Regional Executive - Region 8
September 2018

Chris v.
 
Hello HFMA Region 8 Members! 

I hope your summer went well. It’s hard to believe we are well underway with our HFMA year.  Your leadership team continues to be busy planning and developing strategies to provide outstanding service and value to you. 

We recently held the sixth annual Region 8 HFMA MidAmerica Summer Institute.  The conference was held in Kansas City and was a nice success.  This year’s speakers and education was outstanding!  Congratulations to Darren Osten, Program Chair from Seim Johnson and his committee for putting on such a strong educational event.

The networking events included a fun night of bowling and games as well as a night at the Kansas City Royals vs. Chicago Cubs baseball game.  Both nights were a great hit and a lot of fun!  Congratulations to Chad Tysdahl, Networking/Event Chair from BKD and his committee for all the fun!!

I would also like to recognize Devon Kim, Jackie Hinderks, Jennifer Ogden, Andrea Lindsay, John Travis, Deanna Gray, Mary Jonscher, Sarah Strydom, Kyle Lee, Randy Hoffman and Amy Richter for all their work to make the conference a success. 

We have already started planning for the seventh annual Region 8 HFMA MidAmerica Summer Institute which will be held in Kansas City again.  Details and a “save the date” will be coming your way shortly.

We have enlisted DeMarse Meetings & Events to help with the planning and execution of the conference.  DeMarse Meetings is a full-service meeting management agency specializing in special events, meetings, and conferences, to help us manage the day-to-day operations.  DeMarse has been very successful in helping other regions and chapters manage their events. We are excited to partner with them and look forward to another successful event.

 
This year, every chapter across the country is rolling its new “Success Plans”.  The chapter Success Plan is designed to provide a tool that will help chapters focus on key elements driving success.  It will provide an overview of performance and service delivery to HFMA members.  The leadership team is orchestrating the Success Plan process and submitted plans on August 15.

Some of the key areas that the chapters will focus on include: education (quality and quantity), networking, membership (growth and satisfaction), and innovation.  Chapters also have the option to include other areas to focus on such as certification, succession planning, collaboration (with other organizations), and the implementation of Cvent.  The work that the chapters are doing around this will also benefit the members to continue to increase value.
 
As always, please let your HFMA leadership team know if there is anything we can do to help.
 
Sincerely,
 
 
Chris Vairo
HFMA Region 8 Regional Executive
HFMA Region 8 members! 
 
I’m proud to be a part of the best region in the 
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Past Presidents - Iowa HFMA

2017 - 2018   Deanna Gray
2016 - 2017   Chad Tysdahl
2015 - 2016   Kara Dunham
2014 - 2015   Darren Osten
2013 - 2014   Shawn Steffen
2012 - 2013   Randy Rubin
2011 - 2012   Stephanie J. Hultman
2010 - 2011   Paul Baumert


2009 - 2010   Michael J. Dewerff
2008 - 2009   Susan E. Searcy
2007 - 2008   Susan E. Searcy
2006 - 2007   Renee A. Rasmussen
2005 - 2006   Shaun M. Magill
2004 - 2005   Todd A. Nelson
2003 - 2004   Tracy Warner
2002 - 2003   Paul Mangin
2001 - 2002   Michelle I. Harzler-Combs
2000 - 2001   Bob Shafer


1999 - 2000   Mark D. Einck
1998 - 1999   Pamela Brindley
1997 - 1998   Douglas B. Kell
1996 - 1997   Joseph Corfits
1995 - 1996   Gerald Schmidt
1994 - 1995   Ronald Timpe
1993 - 1994   Candy Plew
1992 - 1993   Richard Murphy
1991 - 1992   Jerold Heinzier
1990 - 1991   Michael Collins


1989 - 1990   John Rogers
1988 - 1989   Terry DeJong
1987 - 1988   Richard T. Pszanka
1986 - 1987   William W. Miller
1985 - 1986   Robert I. Downey
1984 - 1985   Kenneth I. Kemmish
1983 - 1984   Gary I. Nielsen
1982 - 1983   Bruce Marlowe
1981 - 1982   William A. Swisher
1980 - 1981   James J. Perone


1979 - 1980   Roger J. Mazour
1978 - 1979   Jon R. Anderson
1977 - 1978   RIchard J. Fuhrman II
1976 - 1977   Duane L. Heithoff
1975 - 1976   James A. Bingham
1974 - 1975   Cleo J. McGuire
1973 - 1974   Robert F. Blaser
1972 - 1973   Bruce D. Dixon
1971 - 1972   Michael A. Boganno
1970 - 1971   Allison Roush


1969 - 1970   Marvin Dais
1968 - 1969   Robert R. Strike
1967 - 1968   Sister Mary Bernal
1966 - 1967   Philip L. Schlueter
1965 - 1966   Geneva L. Elliott
1964 - 1965   Leonard Dale Mogren
1963 - 1964   Sidney S. Slater
1962 - 1963   Charles S. Bitteck
1961 - 1962   Cecil Looney
1960 - 1961   Marilyn M. Johnson Hill


1959 - 1960   Robert L. Schultz
1958 - 1959   Elmer Luloff
1957 - 1958   Eleanor Orman
1956 - 1957   Arthur Schmidt
1955 - 1956   Nova Wentz
1954 - 1955   Charles McLaughlin
1953 - 1954   Doreen Herselius

 

Healthcare Financial Management Association (HFMA) Iowa Chapter

Policies and Procedures

Awards
The chapter will allow, at the discretion of the immediate past president in consultation with the board and committee chairs, for the ordering of additional DCMS awards to acknowledge active participation by individual(s) involved in the activity the resulted in the recognition.  The additional awards shall be presented at the chapter’s annual awards ceremony.


Board Composition
The Chapter shall maintain a minimum ratio of 40% of providers to vendors on the Iowa HFMA Board.  The calculation is determined by adding up the providers on the Board and divide by the 12 positions (6 Officers and 6 Directors).  This ratio is recommended by the National HFMA. (Added 10-9-18)

Board Automatic Assignments
By virtue of the office that an Officer or Board members is elected, shall result in an automatic assignments to committees. (Added 10-9-18)

Office                                      Position           Committee    
Past President                         Chair               Yerger

President                                 Chair               Strategic Planning
Co-Chair         Sponsorship

President Elect                        Chair               Sponsorship
Chair                Nominating
Co-Chair          Programming

Vice President                          Chair               Programming

Secretary                                  Co-Chair          Communications
                                                Member           Programming

Treasurer                                 Member           Sponsorship

Board Member 1st term           Member           Programming

Board Member 2nd term          Member           Programming                 



Certification
The chapter will reimburse Iowa HFMA members for the cost of Module I and Module II after receiving a certificate of completion for both modules.  To receive reimbursement, the member will send a copy of the Certified Healthcare Financial Professional certificate along with the receipt for both modules.  The member will also identify who should receive reimbursement, the member or the member’s employer.

 The certification chair will compile receipts and submit to the Iowa Chapter Board of Directors for approval during the quarterly board meetings.  Once approved, the chapter treasurer will reimburse the member for certification cost.
(Change approved 7/20/2018).

Continuing Professional Education
The Iowa chapter educational programs may qualify for continuing professional education (CPE) for CPA certification.  The chapter does not maintain the information required by the State Boards of Accountancy’s for CPE; however, an individual member may maintain the necessary supporting data.

Members should contact their respective State’s Board of Accountancy to obtain the entire guidelines.  Basic information from Iowa on the necessary requirements for members to maintain CPEs include the following:

•      An outline or agenda of the program indicating the program subject matter, instructor(s), and dates and length of the program.
•      A computation of the number of CPE hours.  The program must be at least 1 hour. 
•      The instructor must be qualified which means that they have the background, training, education or experience to lead the discussion on the particular subject. 
•      A record of registration or attendance is maintained.  The Iowa chapter will not issue CPE certificates; rather the individual is expected to maintain a record of attendance.   The registration chair sign the registration record to verify participation as proof of member attendance if the member so desires. 

Financial Review
The Financial Review t Committee will perform a review of the chapter’s financial operations on an annual basis, at the conclusion of the fiscal year.  The results of the audit shall be presented to the board for acceptance at the summer meeting. 


Investment Policy
The treasurer shall have the authority to purchase any federally insured investment or obligations.  Any other investment must have prior approval by the board.  Investment activity must be reported at each board meeting.

Job Referral
The Iowa chapter website will publicize job postings for positions at Iowa chapter members, or openings at chapter corporate sponsor organizations. 

The Communications Committee, at their discretion, will post employment opportunities based on their judgment of providing value to Iowa chapter members.  (Change approved 7/20/2018). 

Meeting Registrations
Registration fees will be set by the Board of Directors annually.  Note that early registration fees for members and non-members will be at a reduced rate.
(Change approved 5/17/2013) 

A $25 fee will be added for registrations received less than 7 days prior to the meeting. 

There are no partial meeting registrations.

Registration fees for student members shall be at no cost for up to five students per meeting. (Change approved 5/16/2014).



A full refund of meeting registration fees will be granted only if the cancellation is received at least seven days prior to the scheduled program.  Cancellations made between 4 and 6 days prior to the program will receive a 50 percent cash refund; cancellations within 3 days of the program are non-refundable (Change approved 7/20/2018).

Past Presidents of the chapter will be granted free meeting registration to Iowa Chapter – only sponsored meetings in recognition of their prior service to the chapter. (Change approved July 18, 2014)

Member Privacy Policy
Chapter member names and addresses are not to be sold or published, other than to other chapter members through the annual membership directory.

The most recent chapter member roster is obtained through the national organization by an officer for official chapter purposes only.  Other chapters may request permission from the President to use the Iowa chapter membership list.  The President may grant this request if the event dates do not conflict with an Iowa chapter event.  If another organization requests mailing labels, board approval is required.

E-mail notices regarding upcoming events will be sent using the most recent list obtained from national, with member addresses blinded to other members.  All e-mails for educational program purposes must contain a notice indicating the message is for solicitation of such an event and include an option for the member to be removed from the distribution list. 

The usage of chapter members e-mail addresses is for chapter purposes only.

The chapter will utilize e-mail to send meeting notices and the quarterly newsletter as a method to communicate with members in a cost-effective and efficient manner. 

In the instance of co-sponsored educational events with non-HFMA organizations, chapters may provide a limited or one-time use to the co-sponsoring organization.  Additionally, the promotional material must include the name of the chapter (i.e. the XXX chapter of HFMA) and if a logo is used, it must be the chapter logo (i.e. not to be mistaken for the HFMA national logo). 

Memorials
In the event of the passing of a chapter member or corporate sponsor contact, the chapter will provide a memorial in the amount of $50.    (Change 7/20/2018. 

Record Retention Requirements
Records are retained by the respective officer or chairperson. 

Records to be retained permanently include: 
Chapter Charter Documents, Bylaws, Board Minutes, Auditor’s Report, President’s
Report, Annual Reports (Committees and Officers), General Ledger

Record to be maintained seven years include: 
Financial Statements, IRS Submissions, Invoices, Continuing Education Records

Records to be maintained three years include: 
Chapter Correspondence, Program Brochures, Strategic Plan, Newsletters, Awards
Submissions & Feedback

Sponsorship
The sponsorship period and accompanying benefits are based on a calendar year.    There are no partial year sponsorships, with the exception of a new sponsor, then the fee would be then pro-rated based on the number of meetings left in the year.  A new sponsor is defined as a firm that has not been an active sponsor in the last three calendar years.

Sponsors will be recognized per annually approved sponsorship benefits based on level of sponsorship. 

The list of sponsors, along with the hospitality sponsor (if available), will be included on each meeting registration. 

The sponsor list will be posted on the Iowa chapter website and a link to the platinum sponsors’ website will be provided as a benefit of sponsorship at that level. 

Travel Policy
The chapter will pay travel expenses for the following:

            MEETING                 
PERSON(S)

Leadership Training
Chapter officers and other designated chapter representatives

            Fall Presidents Meeting
President & President-elect

ANI
Immediate Past President, Current President (or designee), & Programming chair (change approved 1/24/2014). 

                            



Allowable travel expenses include: 
•      Mileage to/from home or work to the airport paid at the prevailing IRS rate.
•      Airport parking based on the number of days budgeted for the meeting.
•      Hotel based on number of days budgeted for the meeting
•      Airfare for the attendee at the lowest available 14-day non-refundable advanced rate purchase, nonstop fare.
•      Seminar registration (ANI and AHA Annual Meeting)
•      Meals for reasonable time period of the meeting and if the meal is not furnished at the meeting.
•      Meals shall be reimbursed at reasonable rates (approved 7/20/2018)
•      Other reasonable expenses for group networking activities as approved by the President and President-elect. 

In all cases, prudence should be exercised to ensure appropriate and reasonable expenditures, for example, discounts for early registrations. 

All expenses with supporting invoices should be submitted on an expense report to the Treasurer within 30 days of the meeting.  .

Any exceptions to the above policy should be approved in advance by another officer independent of the meeting.  (Change approved 4/13/07). 

Treasury Balance
The treasury balance shall be set annually by the board of directors to be consistent with the day’s cash on hand metric set annually by national HFMA.  (Change approved 4/13/07)

Treasurer Controls
In order to ensure that there are appropriate financial internal controls and management oversight over expenditures, the following authorizations will be required:

•      Invoices for expenses less than $250 must be approved by the originator and the Chapter Treasurer. 
•      Invoices for expenses of $250 or more must be approved by the originator, and two Chapter Officer. 
•      If an originator’s company or officer’s company is requesting reimbursement, the invoice must be approved by two officers other than the originator or officer whose company provided the service. 
•      Chapter Treasurer Reimbursement requires approval by the President or two officers other than the Chapter Treasurer. 
•      Any reimbursement to chapter members requires approval by the Chapter Treasurer and one other chapter officer.

Revenue Processing-Sponsorships
In order to ensure that there are appropriate financial internal controls and management oversight over chapter sponsorship revenues, the following process controls will be required:

•      Every sponsorship agreement will be documented.  This may be in the form of a hard copy pledge form with an authorized signature or an e-mail acknowledgment from an authorized representative.
•      A sponsorship listing will be maintained by the President-Elect and shared with the chapter officers.
•      Sponsorship revenue will be formally documented with a billing advice and billed directly to the sponsor by the Chapter Treasurer. An accounts receivable trial balance and aging will be maintained by the Chapter Treasurer and reviewed on a quarterly basis at the chapter Board meetings.
•      Sponsorship payments will be acknowledged by the Chapter Treasurer to each chapter sponsor and reconciled to the chapter bank account statement.
•      Bank account transaction activity (deposits/refunds) will be reconciled to a detailed sponsorship trial balance.  This will be completed by the Chapter Treasurer and reviewed by the Chapter President.

Revenue Processing-Registration
In order to ensure that there are appropriate financial internal controls and management oversight over registration revenues, the following process controls will be required:

•      All educational events will utilize an on-line registration program. This system accommodates all advance registrations.
•      At all Iowa HFMA events that allow walk-in registration, two Iowa HFMA members will staff the registration table.  One person will be responsible for registration and the second person will be responsible for handling the payments.    Walk-in will be required register on the on-line registration platform.  Event on sight registration revenue will be tracked by attendee and payments reconciled to the event sign-up listing and processed to the bank by the Chapter Treasurer or designee. 
•      A finalized reconciliation of attendees to bank account transaction activity will be completed by the Chapter Treasurer and reviewed by the Chapter President.

Bank Reconciliations
In order to ensure that there are appropriate financial internal controls and management oversight over bank reconciliations, the following process controls will be required:

•      In addition to the Chapter Treasurer, the Chapter President will have access via password to the electronic bank statement generated by the financial institution. 
•      The Chapter Treasurer will complete the bank reconciliation within 25 days of receipt of the monthly statement.  The Chapter Treasurer will notify the Chapter President that the reconciliation is complete or discuss difficulties encountered.
•      The Chapter President will review the reconciliation via QuickBooks on-line prior to month end. (change approved 10/26/07)