Data Analytics and Business Intelligence Improving Your Operations Performance

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1 The Healthcare Financial Management Association of Western New York is pleased to present the following educational meeting: Data Analytics and Business Intelligence Improving Your Operations Performance When: Tuesday, December 2, 2014 Registration: 8:00 AM 4.5 Hours CPE Credit Program: 8:30 AM to 2:00 PM Where: Courtyard By Marriott Hotel 4243 Genesee Street Cheektowaga, NY Directions: courtyard buffalo airport/ Program Agenda 8:00 AM 8:30 AM Registration and Continental Breakfast 8:30 AM 10:00 AM Steven Berger, FACHE, FHFMA, CPA Dramatically Improving Hospital Bottom Lines Through Effective Labor Analytics and Management 10:00 AM 10:15 AM Break

2 10:15 AM 11:45 AM Steven Berger, FACHE, FHFMA, CPA Capabilities and Importance of the Cost Accounting and Patient Analytics Function in Successful Hospital Financial Management 11:45 AM 12:45 PM Lunch 12:45 PM 2:00 PM J. Bryan Bennett, CPA Data Analytics and BI Effective Use of Clinical and Financial Data Steven Berger, FACHE, FHFMA, CPA President Healthcare Insights Speaker Biography Steven Berger is President of Healthcare Insights, LLC, which specializes in the teaching and consulting of healthcare financial management issues. In addition, Healthcare Insights has developed INSIGHTS, a management accountability and decision support software solution for the healthcare industry. Prior to his role at Healthcare Insights, Mr. Berger was Vice President, Finance for seven years at 250 bed Highland Park Hospital in suburban Chicago, Illinois. Before Highland Park Hospital and since 1978, he has been a hospital or health system finance officer in New York, New Jersey and Missouri. Mr. Berger has 39 years of healthcare financial management experience. He holds a Bachelors of Science degree in History and a Master of Science in Accounting from the State University of New York at Binghamton. He is a CPA, a Fellow of the Healthcare Financial Management Association (FHFMA) where he has served as President of the First Illinois Chapter. Mr. Berger also served a three year term on the HFMA s National Board of Examiners and was recently the Regional Executive of Region 7 of the HFMA. He is also a Fellow of the American College of Healthcare Executives (FACHE). In addition, over the past several years he has presented many healthcare finance related seminars throughout the United States and Canada including several two day classes such as Fundamentals of Healthcare Financial Management, Turning Data into Useful Information and Hospital Financial Management for the Non Financial Manager. He has also co written articles on healthcare information systems that were published in Healthcare Financial Management magazine, including a February 2007 Award winning article on Treating Technology as a Luxury Ten Necessary Tools, an August 2004 Award winning article on the Ten Ways to Improve Cost Management in Hospital, an April 2002 management column and a February 2000 commentary in Modern Healthcare on the lack of training in the healthcare industry His most HFM article was published in August 2012, titled, Back to the Basics: 5 Ways to Pick Low Hanging Fruit.

3 Additionally, Mr. Berger is the author of Fundamentals of Healthcare Financial Management, originally published in 1999 by McGraw Hill and the Healthcare Financial Management Association. This book was written from a practitioner s point of view and is a distillation of Mr. Berger s many years on the inside of healthcare institutions. The fourth edition of the book was published in July 2014 and is available at Additionally, Mr. Berger s 2008 book, Understanding Nonprofit Financial Statements, Third Edition, was published by BoardSource and is available at His book, The Power of Financial and Clinical Metrics: Achieving Superior Results in Your Hospital was published in March 2005, by Health Administration Press, and is available at J. Bryan Bennett, CPA Healthcare Consultant Insight Data Group J. Bryan Bennett is a Healthcare Technology Strategist with extensive experience helping healthcare organizations implement technology strategies and solutions to improve operations and patient care. He is also a university professor, author and national speaker on the subjects of healthcare technology, leadership and customer relationship marketing. Bryan is an internationally renowned data driven business strategy and customer centric marketing solutions professional. He has more than 15 years of experience delivering data and database marketing solutions to clients in the banking, credit card, investment, telecommunications, pharmaceutical and insurance industries. His work has led to the identification of new customer insights and business opportunities resulting in improved operations and efficiencies. Bennett has been published in several national and international journals and co authored the CRM implementation vision selected by The Gartner Group as one of the three most complete. This vision has become the foundation for most successful CRM implementations today. Prior to starting Insight Data Group, Bennett provided data strategies and database marketing solutions for clients such as Chase, State Farm, BellSouth, Pharmacia and Proctor & Gamble while working for large data providers such as ChoicePoint, Acxiom and Equifax. Bennett is a member of the Chief Marketing Officer Council, Reuters Insight Community of Experts, Gerson Lehrman Group Consulting Council and the IT Senior Management Forum. Bennett holds a Master of Business Administration degree (1985) in marketing, finance, management policy and management information systems from the Kellogg Graduate School of Management at Northwestern University and a Bachelor of Science degree (1980) in accounting from Butler University. He is also a Certified Public Accountant.

4 Registration Form Data Analytics and Business Intelligence Improving Your Operations Performance Courtyard By Marriott Hotel December 2, Genesee Street 8:00 AM to 2:00 PM Cheektowaga, NY RSVP by November 25, 2014 Please Send Completed Form and Payment to: By Mail: Robert P. Levesque 6355 Vintage Court Lockport, NY $50 for Members and $75 for Non Members *Organizations registering 3 or more attendees pay the HFMA Member price. Please make check payable to HFMA WNY Treasurer Facility Information Facility: Phone Number: Name Member # CPA (Y/N) CPE (Y/N) Fee

5 The Western New York Chapter of HFMA is pleased to recognize, and wishes to express its sincere appreciation to those who support our educational programs throughout the year our valued Sponsors! PLATINUM SPONSOR GOLD SPONSORS:

6 SILVER SPONSORS: BRONZE SPONSOR

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