Barerra, Ron

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Advanced Concepts in Finance: Principles for Budgeting

[3311] Advanced Concepts in Finance: Principles for Budgeting
This presentation outlines key principles for participation and consensus with financial goals, excellence in documentation, and how everyone can contribute to an effective budget and plan. TAHC&H CONFERENCE RECORDING: This program was presented on 11/12/2019 at the Texas Association of Home Care & Hospice Administrator Program Conference in Houston. It is one of 20 presentations captured and produced for online access. Subscribers receive 24/7 on-demand access from both home and office during the subscription period shown at the bottom of this page. Presentation Info: Presentation Date: November 12, 2019 TAHC&H Event: TAHC&H Administrator Program | Houston Education-Training Credits: TX HCSSA Administrator/Alternate Continuing Education 1.5 Clock Hr(s) CE Approval Statements:
· This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations. HCSSA Topic(s) Addressed: §558.259[d][4]agency responsibilities §558.260[a][3]basic principles of management in a licensed health-related setting §558.260[a][7]financial management Program Description: A good budget is the foundation of any strong financial plan. It requires a range of perspectives within home care and hospice organizations to set realistic (not optimistic) plans. Budgeting exercises must consider team functions and goals, allowing necessary time to gain input and share an understanding of how the budget can foster consistent operational performance. This presentation outlines key principles for participation and consensus with financial goals, excellence in documentation, and how everyone can contribute to an effective budget and plan. Program Learning Outcome: Participants will actively engage in the learning activity and indicate an intent to change or enhance their practice by identifying how a realistic budget can enhance operational and clinical performance. TAHC&H Faculty/Presenters: Ron Barrera, Managing Director, Simione Healthcare Consultants About the Presenters:
Ron Barrera serves as a Managing Director at Simione Healthcare Consultants, drawing on more than 30 years of progressive financial, operational and strategic experience as a home health and hospice executive, consultant and interim leader. He spearheads team consulting efforts in finance to support clients with financial reporting and analysis, budgeting, accounts receivable management, benchmarking, strategic planning, transition of new acquisitions, purchasing and Medicare/Medicaid reimbursement issues. A resident of Alpharetta, Georgia, Ron previously served as Vice President and Chief Financial Officer for the Visiting Nurse Association of Texas in Dallas/Fort Worth, and also served as a vice president of operations for a large for-profit home health agency. In his role as a consultant, he has assisted organizations in achieving enterprise wide goals for transformation and performance improvement, enhancing back office processes, systematizing end-to-end departments and their deliverables, and developing shared service functions. As a highly experienced interim leader, Ron has served as executive director and chief financial officer, managing financial, operational and reimbursement functions for providers ranging in size from $25M to $280M+ in annual revenue. An active member of the National Association for Home Care and Hospice, and the Home Care and Hospice Financial Managers Association, Ron is a seasoned speaker for state and national associations. He graduated with a B.B.A. in accounting from Lamar University. [3311] Advanced Concepts in Finance: Principles for Budgeting

Speaker: Barerra, Ron
Model: 3311

$45.00

1.5 Hrs

Anatomy of the Cash Crunch; Solutions for Home Health Challenges with PDGM – Part 1

[3371] Anatomy of the Cash Crunch; Solutions for Home Health Challenges with PDGM – Part 1
Gain insight on the vital parts and pieces to improve performance with the new payment requirements. TAHC&H CONFERENCE RECORDING: This program was presented on 2/13/2020 at the Texas Association of Home Care & Hospice Winter Conference in Denton. It is one of 18 presentations captured and produced for online access. Subscribers receive 24/7 on-demand access from both home and office during the subscription period shown at the bottom of this page. Presentation Info: Presentation Date: February 13, 2020 TAHC&H Event: TAHC&H Winter Conference | Denton Education-Training Credits: TX HCSSA Administrator/Alternate Continuing Education 1.5 Clock Hr(s) CE Approval Statements:
· This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations. HCSSA Topic(s) Addressed: §558.259[d][4]agency responsibilities §558.260[a][3]basic principles of management in a licensed health-related setting §558.260[a][6]risk assessment and management §558.260[a][7]financial management Program Description: The new cash reality under PDGM has home health agencies eager to determine if their well-laid plans have created effective change to strengthen clinical and financial operations. Gain insight on the vital parts and pieces to improve performance with the new payment requirements. From revenue validation to organizational processes, Ron Barrera will diagnose and provide a treatment plan to manage cash flow and achieve greater efficiency. TAHC&H Faculty/Presenters: Ron Barrera, Managing Director, Simione Healthcare Consultants LLC About the Presenters:
Ron Barrera serves as a Managing Director at Simione Healthcare Consultants, drawing on more than 30 years of progressive financial, operational and strategic experience as a home health and hospice executive, consultant and interim leader. He spearheads team consulting efforts in finance to support clients with financial reporting and analysis, budgeting, accounts receivable management, benchmarking, strategic planning, transition of new acquisitions, purchasing and Medicare/Medicaid reimbursement issues. A resident of Alpharetta, Georgia, Ron previously served as Vice President and Chief Financial Officer for the Visiting Nurse Association of Texas in Dallas/Fort Worth, and also served as a vice president of operations for a large for-profit home health agency. In his role as a consultant, he has assisted organizations in achieving enterprise wide goals for transformation and performance improvement, enhancing back office processes, systematizing end-to-end departments and their deliverables, and developing shared service functions. As a highly experienced interim leader, Ron has served as executive director and chief financial officer, managing financial, operational and reimbursement functions for providers ranging in size from $25M to $280M+ in annual revenue. An active member of the National Association for Home Care and Hospice, and the Home Care and Hospice Financial Managers Association, Ron is a seasoned speaker for state and national associations. He graduated with a B.B.A. in accounting from Lamar University. [3371] Anatomy of the Cash Crunch; Solutions for Home Health Challenges with PDGM – Part 1

Speaker: Barerra, Ron
Model: 3371

$45.00

1.5 Hrs

Operations, Budgeting, and Cash Flow Under PDGM

[3316] Operations, Budgeting, and Cash Flow Under PDGM
Identify key steps to ensure a smooth and comprehensive assessment of financial needs for home health operations under PDGM. TAHC&H CONFERENCE RECORDING: This program was presented on 11/13/2019 at the Texas Association of Home Care & Hospice Administrator Program Conference in Houston. It is one of 20 presentations captured and produced for online access. Subscribers receive 24/7 on-demand access from both home and office during the subscription period shown at the bottom of this page. Education-Training Credits: TX HCSSA Administrator/Alternate Continuing Education 2.0 Clock Hr(s) CE Approval Statements:
· This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations. HCSSA Topic(s) Addressed: §558.259[d][4]agency responsibilities §558.260[a][3]basic principles of management in a licensed health-related setting §558.260[a][7]financial management Program Description: Budget planning is an important priority every year, but it takes on new significance with PDGM in 2020. PDGM critical metrics will be key not only to managing your operations, but also for projecting your financial outcomes. This budget presentation will identify key steps to ensure a smooth and comprehensive assessment of financial needs for home health operations under PDGM. Program Learning Outcome: Participants will actively engage in the learning activity and indicate intent to change their practice by identifying key steps to ensure a comprehensive assessment of financial needs for home health operations under PDGM to ensure continued operation and that contribute to improved patient outcomes. TAHC&H Faculty/Presenters: Ron Barrera, Managing Director, Simione Healthcare Consultants About the Presenters:
Ron Barrera serves as a Managing Director at Simione Healthcare Consultants, drawing on more than 30 years of progressive financial, operational and strategic experience as a home health and hospice executive, consultant and interim leader. He spearheads team consulting efforts in finance to support clients with financial reporting and analysis, budgeting, accounts receivable management, benchmarking, strategic planning, transition of new acquisitions, purchasing and Medicare/Medicaid reimbursement issues. A resident of Alpharetta, Georgia, Ron previously served as Vice President and Chief Financial Officer for the Visiting Nurse Association of Texas in Dallas/Fort Worth, and also served as a vice president of operations for a large for-profit home health agency. In his role as a consultant, he has assisted organizations in achieving enterprise wide goals for transformation and performance improvement, enhancing back office processes, systematizing end-to-end departments and their deliverables, and developing shared service functions. As a highly experienced interim leader, Ron has served as executive director and chief financial officer, managing financial, operational and reimbursement functions for providers ranging in size from $25M to $280M+ in annual revenue. An active member of the National Association for Home Care and Hospice, and the Home Care and Hospice Financial Managers Association, Ron is a seasoned speaker for state and national associations. He graduated with a B.B.A. in accounting from Lamar University. [3316] Operations, Budgeting, and Cash Flow Under PDGM