The Healthcare Services Investment Conference 2023
The Healthcare Services Investment Conference brings together the industry’s stakeholders for two full days of networking, education and deal-making.
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.
November 15, 2023
8:00 AM - 9:00 AM
Registration & Breakfast
9:00 AM - 9:30 AM
Presentation
Healthcare M&A Best Practices: Leveraging Data Pre and Post-Transaction
- Data-driven due diligence to uncover hidden risks, operational efficiencies and growth opportunities
- Predictive modeling for valuation and the role of data analytics in determining the true value of healthcare assets
- Post-merger integration and data synergy
- Continuous monitoring and performance optimization
9:30 AM - 10:00 AM
Presentation
Maximize Your Profitability Through Real Estate
- Common misconceptions about representation
- The importance of real estate to your practice
- Terminology and commercial real estate overview
- Negotiation strategies and other advantages of representation
10:00 AM - 10:30 AM
Presentation
Maximize the Value of Your Business
- M&A timing, methods, and price when preparing a business for sale
- Buyer considerations when looking for a business
- Recasting the financials and preparing for “buyer numbers.”
- Valuing the business, cutting to the chase, and taking decisive steps
10:30 AM - 11:00 AM
Presentation
Building a Scalable Marketing Foundation to Fuel Your MSO's Growth
- Marketing playbook for MSOs, and developing your brand architecture strategy
- Building a scalable website platform with a strong SEO foundation
- Integrating HIPAA-compliant analytics and martech
- Driving new patient acquisition and online growth through digital media
11:00 AM - 11:30 AM
Networking Break
11:30 AM - 12:15 PM
Panel
Trends in Leveraging M&A Data and Post-Acquisition Integration Strategies
- IT integration strategies for rollups
- Strategies for leveraging data in the M&A cycle
- Data mining and reporting for clinical and business outcomes management
- Operational models to streamline acquisition integration and technologies to support growth
12:15 PM - 12:45 PM
Presentation
Building and Scaling Centralized Service Teams
- Build and scale centralized healthcare service teams
- Building and scaling onshore and offshore teams
- Using team building to increase performance and reduce costs
12:45 PM - 1:45 PM
Lunch
1:45 PM - 2:15 PM
Presentation
Compliance Issues and Cybersecurity Threats Specific to Healthcare
- Overview of cybersecurity in healthcare and specific concerns
- Discussion of healthcare compliance issues today
- Managing cybersecurity threats in healthcare
2:15 PM - 3:00 PM
Panel
Leveraging Compliance As a Tool for Enhancing Financial Performance & Minimizing Business Risks
- Explore how compliance plays a key role in the ongoing operations of a healthcare organization
- Understand the role of compliance throughout the transactional process
- Learn how AI is affecting compliance within healthcare and what oversight looks like to stay compliant
3:00 PM - 3:30 PM
Networking Break
3:30 PM - 4:00 PM
Presentation
Legislative and Regulatory Landscape Facing Telehealth, Artificial Intelligence, and Interoperability Adoption
- How CMS views consumerization as they make decisions on reimbursement for RPM and RTM technologies and understanding the regulatory process for SaMD at FDA and the next steps
- What to know about the recent Executive Order put out by the White House, and the recent HHS/ONC rule on interoperability.
- How Congress is wrestling with how to deal with PBM’s and digital health investment treants
4:00 PM - 4:30 PM
Presentation
Applying Technology to Reduce the Impact of Consumerism & Rising Labor Cost in MSO Operations
- Consumerism trends in healthcare, and patient “consumer” expectations
- Meeting provider expectations amidst staffing shortages
- Leveraging technology to drive measurable improvements
- MSO operational concerns
4:30 PM - 5:00 PM
Presentation
Multi-Location Marketing for M&As and MSOs
- Keeping pace with healthcare consumerism
- Recognize marketing as an important revenue center
- Take a closer look at the patient experience
- Bring all your stakeholders under the same tent
5:00 PM - 5:30 PM
Presentation
Become a Healthcare Services Category Leader
- Where and how to establish trust and credibility
- Navigating the consumption of media across multiple distribution channels
- The role of PR in sales enablement
- Modern corporate culture in healthcare
5:30 PM - 6:30 PM
Cocktail Reception
November 16, 2023
Module 1: Legal Bootcamp
8:30 AM - 9:00 AM
Presentation
Reducing Compliance Risk for Existing and Acquiring Practices and Navigating Cybersecurity Threats
- Understanding the healthcare compliance landscape
- Compliance and other relevant standards
- Best practices for proper coding and auditing
- Navigating cybersecurity threats in healthcare
9:00 AM - 9:30 AM
Presentation
Structuring for Growth & Flexibility in Healthcare
- The MSO Structure in CPOM states, and non-CPOM states, and sub-MSOs
- Organic growth: Physician compensation models
- Equity Opportunities, acquisitions, forms of consideration, employment of seller physicians, and rollover equity
9:30 AM - 10:00 AM
Presentation
Legal Considerations in MSOs and M&A
- Explore the legal considerations in MSOs
- Understand legal concerns in M&A
- Methods for making smooth transitions
- Keeping regulatory concerns at the forefront
10:00 AM - 10:30 AM
Networking Break
Module 2: Finance Bootcamp
10:30 AM - 11:00 AM
Presentation
Valuing Management Services Organizations and their Services
- Regulatory standards governing the MSOs and their relationships with providers
- Valuation approaches, methods, and techniques in the valuation of MSOs and management fees
- When an MSO may seek a valuation opinion
- Identify attributes that may positively or negatively impact an MSO’s value
11:00 AM - 11:30 AM
Presentation
How a Tight Labor Supply Continues to Impact Medical Services
- Background of the issue, including Pre-Covid trends in nursing shortages
- Other HC roles in high demand/unable to meet capacity, RBT/BCBA
- Data on current challenges with strategies and responses to issues
- Predictions and evolution of the market
11:30 AM - 12:00 PM
Presentation
Beyond the Numbers; Common Mistakes Entrepreneurs Make
- Discussion of pain points in healthcare MSOs and M&A
- Going beyond the numbers to avoid common mistakes
- Common sense tips for a successful transition
12:00 PM - 1:00 PM
Lunch
Module 3: Physician Extender/Physician Assistant Bootcamp
1:00 PM - 1:30 PM
Presentation
Population Wealth: The Upgraded Approach to the Management of Population Health
- Assess patient specific financial and clinical opportunities as it relates to risk adjust factor (RAF) scores and medical loss ratios (MLR's)
- Discuss opportunities to increase funding while reducing financial leakage
- Evaluation of your financial goals: An appraisal of your MSO model
1:30 PM - 2:00 PM
Preparing Your Healthcare Services Company for Your Next Transaction
- Making a positive first impression with investors, partners, and buyers
- Beneficially framing products, metrics, and value propositions with actionable strategies before “going to market.”
- Key insights across product development, finance, operations, and marketing
- Achieving the next value-inflection point in investment, partnership, or acquisition
2:00 PM - 2:30 PM
Presentation
Strategies for Simplifying Healthcare Brand Messaging
- The importance of a clear brand message in the healthcare sector, and the role of strategic media placement
- Addressing the gap and where healthcare companies often miss the mark
- Leveraging advanced AI tools to improve marketing and branding
- Engagement strategies and message clarity workshop
2:30 PM - 4:00 PM
Networking Break
Our 2023 Sponsors
PREMIER SPONSOR
PLATINUM SPONSORS
GOLD SPONSORS
NETWORKING SPONSOR
SILVER SPONSORS
BRONZE SPONSORS
PROMOTIONAL SPONSORS
