Wednesday, August 24 Day One

 
8:00 AM - 9:00 AM

Registration & Breakfast

9:00 AM - 9:30 AM

Opening Remarks

9:30 AM - 10:00 AM

Presentation

Finance & Operations Using the Latest Technologies to Support Growth

  • Understanding the financial and operational issues impacting growth
  • How to maximize profits using simple automation tools
  • Key instruments for increasing EBITDA in a downturn

speaker-1

Scott Ferguson

CEO
Aesto Health

Speaker

10:00 AM - 10:30 AM

Presentation

Closing the MSO Transaction: Anticipating and Solving for Real World Obstacles

  • Examples of issues that have derailed deals, and methods to get them back on track
  • Clearing the path through sell side diligence to avoid obstacles
  • Preparation for rep and warranty insurance calls
  • Areas of heightened enforcement

speaker-1

Michele Masucci

Partner
Nixon Peabody

Speaker

speaker-2

Jena Grady

Healthcare Associate
Nixon Peabody

Speaker

10:30 AM - 11:00 AM

Presentation

A Discussion of Historical Performance of PE Investments in Healthcare Services

  • The rise of private equity in healthcare over the last 30+ years
  • Trends in PE healthcare investments
  • Incentive alignment and downstream impact on patients
  • How greater financial risk correlates with potential for higher returns

speaker-1

Craig Evans

Healthcare Banker
Citi

Speaker

11:00 AM - 11:30 AM

Networking Break

11:30 AM - 12:15 PM

Panel

Lessons Learned from Completing MSO Roll-Ups

  • Takeaways from hands-on involvement in MSO rollup deals
  • As this business model gains traction, prior deals must be considered as precedent
  • Identifying the pros and cons of the deal

speaker-1

Eric Tower

Partner
Thompson Coburn LLP

Moderator

speaker-2

Jay Bronner, MD

Chief Executive Officer
American Orthopedic Partners

Panelist

speaker-3

Cory Bagby

General Counsel and Chief Compliance Officer
OFFOR Health

Panelist

12:15 PM - 12:45 PM

Presentation

Keys to Effective Cyber Risk Management in Healthcare

  • Growing number of cyberattacks threaten both the industry and investment
  • Cyber risk management a key part of due diligence process and entire lifecycle of investment
  • Key issues in building an effective cyber risk management program

speaker-1

Jon Moore

Chief Risk Officer and Head of Consulting
Clearwater

Speaker

12:45 PM - 1:45 PM

Lunch (Sponsored by athenahealth)

1:45 PM - 2:15 PM

Presentation

Best Practices for Marketing and Investing in Web-based Patient Acquisition Channels

  • Reaching potential patients online
  • Local SEO, PPC advertising and building social media presence
  • Mobile marketing and the value of eyeballs on smart phone screens
  • Measuring ROI and CPA (cost-per-acquisition)

speaker-1

Marianne Canero

CEO
Karma Health

Speaker

speaker-2

Eric Rosado

Chief Strategy Officer
Karma Health

Speaker

2:15 PM - 3:00 PM

Panel

Healthcare M&A in a Shifting Macroeconomic Environment

  • Incorporating ESG governance
  • Impact of supply chain disruptions
  • Building scale & value with add-on deals
  • Creating a replicable strategic M&A model

speaker-1

Nick Donkar

Partner
PwC

Moderator

speaker-2

Vipul Patel

Managing Director
Aon

Panelist

speaker-3

Roy Barnes

Senior Analyst
Cross Keys Capital

Panelist

speaker-4

Matthew Evans

Managing Director, Healthcare
Monroe Capital

Panelist

speaker-5

Kyle Brown

Managing Director
Brown Gibbons Lang & Company

Panelist

3:00 PM - 3:30 PM

Networking Break

3:30 PM - 4:00 PM

Presentation

Understanding What Drives Valuations for Small, Medium and Large Entities

  • Determining the right data to use in decision-making
  • Valuing post-revenue vs. pre-revenue companies
  • Determining whether an entity is over-valued or under-valued
  • How to find valuation data
  • Market conditions affecting valuations

speaker-1

Melanie Brensinger

Managing Partner/Co-Founder
Anagenesis Capital Partners

Speaker

4:00 PM - 4:30 PM

Presentation

The Health Tech Outlook: M&A, Private Capital, and the Policy Landscape (Software is Eating the World: Healthcare Services Edition)

  • Trends and themes behind the recent surge in HCIT M&A activity, particularly via private equity
  • Key drivers of valuation for HCIT firms in the private and public markets
  • Convergence of health tech and MSOs / tech-enabled services firms
  • Impact of recent policy shifts and upcoming changes in the landscape

speaker-1

Rahul Rekhi

Co-Lead of Healthcare IT
Lazard

Speaker

speaker-2

Scott Ferguson

CEO
Aesto Health

Speaker

4:30 PM - 5:00 PM

Presentation

Keeping Pace with Acquisitions From an Operations Perspective

  • Dealing with acquired practices that use different billing platforms
  • Strategies and tools to mitigate billing challenges
  • Maintaining cash flow
  • Creating uniform systems for billing, collections and enterprise reporting

speaker-1

Michael Kallish

CEO
Encoda

Speaker

5:00 PM - 6:00 PM

Cocktail Reception

Thursday, November 16 The MSO Bootcamp

 

Anyone involved with management services organizations knows how complicated and dynamic MSO strategy can be and how important it is to adhere to best practices and keep up with the latest legal and accounting changes.

On Day 2 of the conference we’re including an MSO Bootcamp with technical workshops geared specifically for medical providers and MSO management teams.

Our bootcamp leaders will provide expert guidance and teach practical skills on a range of finance and legal topics. This bootcamp offers a perfect opportunity for both MSO newbies and seasoned experts to take their business to the next level.

The goal of the MSO Bootcamp is to provide actionable ideas on corporate strategy and to help MSO management teams improve the performance of their business.

Legal Bootcamp: Corporate Structure

  • Setting up Your Medical PC or PLLC
  • Ownership Structures for MSOs, Sub-MSOs and PC Option Agreements
  • Administrative Services Agreements: Customary Provisions and Fee Structures
  • Structuring Professional Services Agreements
  • Understanding Governance and Corporate Control Issues
  • MSO Equity Ownership and Capitalization Considerations

Legal Bootcamp: The Regulatory Environment for Medical Services

  • Corporate Practice of Medicine and State-by-state Law Comparison
  • Understanding Fee-splitting, Stark Law, and Antikickback Statutes
  • Challenges to M&A Transactions Including Antitrust, Regulatory and Licensure
  • Analyzing Vertical Merger Guidelines
  • Legal & Regulatory Issues Impacting Deals

Legal Bootcamp: M&A and Investments

  • Why the Business of Healthcare is Driving Consolidation
  • Due Diligence Strategies for both Investors and Acquirers
  • How Representation and Warranties Insurance is Impacting Acquisition Strategies
  • Common Healthcare M&A and Private Equity Rollup Strategies
  • Partnerships, Joint Operating Agreements and Service-line Joint Ventures
  • Payor-provider Transactions Including JVs and Acquisitions
  • Asset Deals vs. Stock Deals: Pros and Cons
  • Alternatives to Private Equity Transactions for Physicians

Finance Bootcamp: MSO Fee Structures

  • Choosing the Right Corporate and Tax Structure for your Deal
  • MSO Fee Structures: Cost-plus, Fixed-fee, Percentage of Revenue
  • Benefits of MSOs to Independent Physician Groups

Finance Bootcamp: Tax and Accounting Considerations

  • The CARES Act: PPP Loans, Deferred Payroll Taxes, Medicare Advance Payments, HHS Grants
  • Best Practices for Accounting and Audits
  • Accounting Considerations in Large Multi-site Roll Outs
  • Accounting and Tax Considerations at Every Stage of Growth
  • Using MSO Structures for Tax Advantages

Finance Bootcamp: Valuation Issues

  • Understanding What Drives Valuations for Small, Medium and Large Entities
  • Discussion of Valuation Multiples Across Different Specialties
  • How Covid has Changed Valuation Approaches

Physician Extender/Physician Assistant Bootcamp

  • How physician assistants can structure an MSO to become owners/co-owners in a medical practice
  • Overview of states where midlevel providers have autonomy
  • Understanding the differences in company set up
  • Strategies to identify physician partners

Qualified Medical Providers Can Attend for Free

The Healthcare Services Investment Conference 2023 program is currently in development. Please complete this form to recommend a speaker.

 

Take Advantage of the Early Registration Discount