Wednesday, February 22, 2006

7:00 - 8:00

First Day Registration

8:00 - 8:15

Welcome and Announcements
BP Fulmer, President, National Medical Banking Institute; Executive Director, Commercial EDI, ACS, Atlanta, GA

8:15 - 8:45

KEYNOTE: Big Steps in Healthcare
Getting in front of an emerging crisis in healthcare takes unusual insight and vision. We have the tools to move the industry forward but we're still mired in administrative and clinical inefficiencies. Placing the consumer in the middle of this quagmire presents a revolutionary option for transforming, and perhaps saving our healthcare system.

Stephen Neeleman, MD, CEO, HealthEquity, American Fork, UT

8:45 - 9:00

Orientation: Getting the Most from MBProject's Annual Working Institute
MBProject advanced a "Healthcare SABRE" model (MBIOS) that connects the dots between healthcare and banking, and points towards an infrastructure shift that can revolutionize healthcare. We'll review the model to contextualize industry dynamics and strategic levers. We will then review how the Institute was designed (visioning sessions, working sessions) and your role to inform policy and commerce.

John Casillas, Chair, Medical Banking Institute; Founder & Executive Director, Medical Banking Project, Franklin, TN

9:00- 10:00

Visioning Session 1: A Healthcare SABRE? Revolutionizing Healthcare From the Inside Out Using the Lockbox-Patient Accounting Axis

Design: How an emerging axis between two basement operations can fundamentally transform healthcare.

Panel:

Jim Ribelin, EVP of Operations & Product Management, HERAE, LLC., San Diego, CA

Jeff Troutman, SVP & Market Manager, PNC Bank - Treasury Management, Pittsburgh, PA

Jay Foster, Vice President, eGistics, Inc., Dallas, TX

Lori Daugherty, Chief Operating Officer, WorkingRX, Inc., Salt Lake City, UT

10:00- 10:15

BREAK

10:15 - 11:00

Healthcare Banking: The Present and Future
James Sizemore, SVP & CIO, Information Technology, Inc., A Fiserv Company, Lincoln, NE
William Howard, VP of Marketing, Fiserv Health, Inc., Glen Allen, VA

11:15 - 12:15

Dr. HSA's National Town Meeting

Moderator: Dave Harris, National Healthcare Revenue Cycle Partner, PricewaterhouseCoopers, NYC

Co-Moderator: Wendy Borow-Johnson, SVP, The Networks Group; President, Healthy Living Channel, Turner Media Group, Inc., Chicago, IL

Panel:

Barry Stokes, "Consumer-Driven Guy" (SkyRadio & Fox News); CEO, 1Point Solutions, Dickson, TN

Greg Scandlen, Founder, Consumers for Health Care Choices, Hagerstown, MD

Webster "Web" Golinkin, Chief Executive Officer & Director, InterFit Health, Houston, TX

Dan Perrin, Founder, HSA Insider, Inc., Washington, DC
Dean Mason, Chief Operating Officer, United Healthcare | Exante Financial Services, NYC

12:15 - 1:15

LUNCH

1:15 - 2:00

C.O.M.B.A.T. (Collaborative Open-source Medical Banking Architecture & Technology)

Overview and Update, Announcements and Use Case Descriptions

John Hardin, CTO, MedAccess Plus Health Informatics Network, Manchester, KY; Leader, C.O.M.B.A.T. Planning & Design Subcommittee

Skip McGaughey, Director Eclipse Eco-Systems, Eclipse Foundation, Inc., Asheville, NC

Dean A. Politi, General Manager Healthcare, Edifecs, Seattle, WA

2:00 - 3:15

CONCURRENT SESSIONS
Attendees break up into selected workgroups to de-brief and dialogue industry issues and vote on final recommendations that will be consolidated into A Medical Banking Road Map for America, Version 2.

1.01:  Health Savings Account Workgroup

1.02:  HIPAA Compliance Workgroup
1.03:  Cyberwar Workgroup

3:15 - 3:30

BREAK

3:30 - 4:15

Consumer Dilemma: The Convergence of Health and Wealth

Ann Mond Johnson, President, Subimo, LLC, Chicago, IL

4:15 - 5:15

Visioning Session 2: Transformative Marketing Approaches in Medical Banking

Design: Marketing health data management services through banks.

Panel:

John Robert (J.R.) Thomas, President & CEO, MedSynergies, Inc., Irving, TX

Case Study: Motivating factors for physicians to adopt advanced IT. Marketing to small physician groups using medical banking ROI formulas. Surveys, quotes, process and current status.

Tim Murray, Managing Director & CEO, ICSGlobal Ltd., Sydney, Australia

Case Study: Australia's claims processing infrastructure is being positioned within the banking network and ICS Global's THELMA is providing IT support. We will hear about progress on this front.

5:15

ADJOURN

5:30 - 7:30

NETWORKING RECEPTION

Willis Conference Center

7:30

Dinner:  President's Council for the National Medical Banking Institute

John Casillas, Chair (Founder, Medical Banking Project, Franklin, TN)

BP Fulmer, President (Executive Director, Commerical EDI, ACS, Atlanta, GA)

Subcommittees:

Vince Marzula, Chair, Health Futures (VP, Product Group Manager, Treasury Management eHealthcare, PNC Bank, Pittsburgh, PA)

Doug Spence, Chair, Standards ( COO, Foresight Corp., Dublin, OH)

Maureen Turo, Chair, Programming ( Healthcare Market Specialist, Mellon Financial Services, Pittsburgh, PA)

Advisors:

George Floyd, (President, HealthLogic, Atlanta, GA)

Thursday, February 23, 2006

7:30 - 8:00

Second Day Registration

8:00 - 9:00

Visioning Session 3: Bank-driven Personal Healthcare Records
Design: Driving consumer demand for Personal Healthcare Records through online banking portals.

Panel:

David Miller, Chief Security Officer, Covisint, Detroit, MI

Jeff David, Director - Industry Development, Healthcare Information & Management Systems Society (HIMSS), HIMSS Payer / Life Sciences Initiative, Ann Arbor, MI

9:00 - 9:45

Transaction Accountability

Joseph Nichols, MD, Director of Healthcare Solutions, Edifecs, Bellevue, WA

9:45 - 10:30

Visioning Session 4: How Banks Can Empower the Community Safety Net

Design: How banks can leverage their infrastructure to coordinate better community healthcare.

Panel:

Phillip Dolamore, President, ADSResponse Systems, Fort Lauderdale, FL

Deborah Mulligan, MD, Director, Institute for Child Health Policy Nova Southeastern University, Fort Lauderdale, FL

BREAK

10:45- 12:00

CONCURRENT SESSIONS
Attendees break up into selected workgroups to de-brief and dialogue industry issues and vote on final recommendations that will be consolidated into A Medical Banking Road Map for America, Version 2.

2.01:  Workflow Automation Council Workgroup

2.02:  Healthcare Credit Practices Workgroup
2.03:  Charity Workgroup

12:00 - 1:30

LUNCH / Award Ceremony - MBProject's Person of the Year Award

NOTE: Please leave Amphitheater by 1:15 for clean-up and return at 1:30

1:30- 2:00

Capital Raising for a New Industry

Bradford C. Burkett, Managing Director, Scott-Macon, Ltd., NYC

2:00 - 4:00

PLENARY SESSION
Each Workgroup Leader will provide a 20 minute report presenting the major issues, market impact and final recommendations related to their areas. This plenary session represents the culmination of months of work on industry issues by our workgroups and provides an excellent summary for both novice and experienced executive.

Group 1:  Workflow Automation Council Workgroup
Leader: Nav Ranajee, Vice President, Healthcare Strategy, ABN AMRO, Chicago, IL

Group 2:  HIPAA Compliance Workgroup
Leader: David Miller, Chief Security Officer, Covisint, Detroit, MI

Group 3:  Cyberwar Workgroup
Leader: Rex Brooks, President & CEO, Starbourne Communications Design, Berkeley, CA

Group 4:  Healthcare Credit Practices Workgroup
Leader: Richard Whitmer, CEO, Insight Healthcare Financial, Inc., Madison, TN

Group 5:  Charity Workgroup
Leader: Tom Dean, CEO, Critical Technologies, Edmond, OK

Group 6:  Health Savings Account Workgroup

Leader: Dave Harris, National Healthcare Revenue Cycle Partner, PricewaterhouseCoopers, LLC, NYC

4:00 - 4:30

The Action Plan Forward

John Casillas, Chair, Medical Banking Institute; Founder, The Medical Banking Project, Franklin, TN

4:30

ADJOURN

* Special Post-Institute Session:  (Now a closed door session.)

C.O.M.B.A.T. Advisory Board and Steering Committee

Opryland Hotel, Nashville, TN

Advisory Board:

Tim Steffl, Director, Vice President, Strategic Alliances, American Hospital Association, Solutions,

Chicago, IL

Glenn Wheeler, Co-General Director, The National Clearing House, Dallas, TX

Joe Fortuna, MD, Director, Automotive Industry Action Group - Health Focus Group, Southfield, MI

Myrl Wienberg, President, National Health Council, Washington, DC

Greg Scandlen, Founder, Consumers for Health Care Choices, Hagerstown, MD

Linda Lampkin, Program Director, National Center for Charitable Statistics/Urban Institute,

Washington, DC

Jennifer Cernoch, Executive Director, Family Voices, Albuquerque, NM

Joyce Sensemier, Vice President, Informatics, Health Information and Management Systems Society (HIMSS); also representing Integrating the Healthcare Enterprise (IHE), Chicago, IL

Lee Barrett, Executive Director, Electronic Healthcare Network Accreditation Commission, Simsbury, CT

David Harrington, Vice President of IT & Chief Technology Officer, MedicAlert® Foundation International, Turlock, CA