The Healthcare MSO Conference 2021

 

The Healthcare MSO Conference is the largest forum for discussion of management services organizations in healthcare.

DealFlow Events is pleased to offer the complete set of audio/video recordings from this event along with the official Event Book & Resource Guide.

If you missed the conference, you can still benefit from all the education of attending the event. Purchase the archive event kit today or call us at (516) 876-8006 or email team@dealflowevents.com with questions.

October 22, 2021

 
8:00 AM - 8:40 AM

Registration & Breakfast

8:40 AM - 9:00 AM

Opening Remarks

9:05 AM - 9:30 AM

MSOs: Structuring Private Equity Investments and Acquisitions

  • Exploring the rationale for MSO development
  • Examining different structures and their advantages
  • Success stories and lessons learned
  • Trends for various specialties

speaker-1

Angela Humphreys

Chair, Healthcare Practice Group, Co-Chair Healthcare Private Equity Group
Bass, Berry & Sims

Speaker

9:35 AM - 10:00 AM

The Pros and Cons of Using Debt Capital to Grow your MSO

  • Current state of the debt markets and M&A activity
  • Challenges for early stage platforms looking for capital
  • What MSO’s need to know when approaching debt providers
  • Success stories, lessons learned, and pitfalls to avoid

speaker-1

Craig Evans

Healthcare Banker
Citi

Speaker

10:05 AM - 10:30 AM

Fortifying Physician Recruitment and Retention

  • Understanding the benefits of a well executed recruitment/retention program
  • Incorporating physician needs including autonomy, mastery of clinical skills, sense of purpose, engagement
  • The value of building a program outline for mutually beneficial, long standing working relationships
  • Addressing multiple employers competing for limited physician demand

speaker-1

Steve Straus

Head of Private Equity Coverage
SCALE Healthcare

Speaker

10:30 AM - 11:00 AM

Networking Break

11:00 AM - 11:30 AM

Prioritizing ‘FWA’ Compliance Programs

  • Why a strong Fraud, Waste & Abuse compliance program presents an obstacle to enforcement action and payor audits
  • Understanding how investors can mitigate their risk by implementing relatively inexpensive controls
  • How to identify effective and ineffective FWA compliance programs
  • What actions you should prioritize to quickly improve the efficacy of a FWA compliance program

speaker-1

Michael Elliott

Co-Founder & Partner
Elliott Sauter

Speaker

speaker-2

Mindy Sauter

Co-Founder & Partner
Elliott Sauter

Speaker

11:35 AM - 12:00 PM

Inside an MSO Transaction: Real World Obstacles and How to Avoid Them

  • Real life examples of issues that have scuttled deals
  • Clearing the path through sell side diligence to manage avoidable obstacles
  • Areas of heightened enforcement

speaker-1

Michael Schnipper

Partner
Nixon Peabody

Speaker

speaker-2

Michele Masucci

Partner
Nixon Peabody

Speaker

12:05 PM - 12:30 PM

How to Build a Strong Cybersecurity and HIPAA Compliance Program for Your MSO

  • Latest insight on cyberattacks and regulatory changes impacting MSOs
  • Key issues and roadblocks to overcome
  • What a best practice cybersecurity and HIPAA compliance program looks like
  • Understanding the benefits your organization reaps by being prepared

speaker-1

Jon Moore

Chief Risk Officer and Head of Consulting
Clearwater

Speaker

12:35 PM - 1:00 PM

Fair Market Valuations for Healthcare MSO Arrangements

  • Discussing the shelf life of a fair market valuation
  • Why compensation arrangements may require FMVs
  • Understanding why and when a FMV is needed
  • Trends in market comparables of healthcare MSO operations

speaker-1

Adam Portacci

Director, Valuation Services
Weaver

Speaker

1:00 PM - 2:00 PM

Lunch

2:00 PM - 2:25 PM

Five Ways to Accelerate MSO Enterprise Growth

  • Techniques to vet deals quickly in order to beat your competition to the LOI
  • How to increase your accuracy of projected return on investment
  • The importance of starting the integration process within weeks of the transaction
  • Keeping providers productive to maximize cash flow during integration
  • Learning how to measure and manage clinic profitability post-integration

speaker-1

Scott Ferguson

CEO
Aesto Health

Speaker

2:30 PM - 2:55 PM

M&A Market Outlook for Physician Practices

  • Key forces driving change across the physician practice landscape
  • How those forces are accelerating the evolution towards “managed consumerism”
  • Latest markets update: Where the investment dollars are flowing, and where valuations are trending
  • The market outlook for physician practice M&A

speaker-1

Andrew Colbert

Senior Managing Director
Ziegler

Speaker

2:55 PM - 3:30 PM

Networking Break

3:30 PM - 3:55 PM

Preparing for Life After Entering a Private Equity Partnership

  • Understanding exactly what autonomy you are about to give up
  • Negotiating the impact of good leaver/bad leaver provisions
  • Assessing the potential of a “second bite of the apple”

speaker-1

Rajesh Kothari

Founder & Managing Director
Cascade Partners

Speaker

4:00 PM - 4:25 PM

Physician Practice Transactions: Capital is Seeking the ‘Right’ Deal

  • How physicians should engage with capital providers
  • Understanding which sectors of medical services are of interest to investors and why
  • An overview of the structures that investors prefer when making investments
  • Terms to know: “Comp Scrape” and “Income Repair”

speaker-1

David Baker

Managing Director
Capstone Partners

Speaker

4:30 PM - 4:55 PM

The Role of MSOs in Private Equity Transactions

  • Understanding the role, structure, and financial ramifications of MSOs in PE transactions
  • Real life examples of how to apply MSOs to PE transactions and their economic contributions
  • Success story examples and lessons learned from those transactions
  • Transcending the theoretical and strategic to the practical and tactical within MSO structures

speaker-1

Max Reiboldt

CEO
Coker Group

Speaker

5:00 PM - 5:25 PM

Seeing Around Corners During the M&A Process

  • A review of case studies showing the impact of issues like payer/channel changes and Covid adjustments on valuation
  • A detailed look at how unforeseen changes impact a PE firm’s growth model and ultimately your MSO’s valuation

speaker-1

Gary Grote

Managing Director
Bridgepoint

Speaker

5:30 PM - 5:55 PM

The Future Landscape of Healthcare Services: Private Practice, Health Systems & MSOs

  • Understanding the future employment landscape at private practices, hospitals and other companies
  • Predictions about what MSOs and medical services companies will look like in 10 years
  • What current trends suggest from a tactical perspective
  • Appropriate planning for the future and other considerations for forward-thinking medical providers

speaker-1

Roy Bejarano

Co-Founder & CEO
SCALE Healthcare

Speaker

Our Sponsors

 

PREMIER SPONSOR

EGS

PLATINUM SPONSORS

Woodruff Sawyer

GOLD SPONSOR

Aesto Health logo

SILVER SPONSORS

Bass, Berry & Sims logo
Clearwater logo
athenahealth logo
Citi logo

BRONZE SPONSOR

Elliott Sauter logo
RRBB logo
Weaver logo
Nixon Peabody logo

MEDIA SPONSOR

Levin Associates logo

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