Fall Conference 2017

Home Education Fall Conference 2017

NARA Fall 2017 Conference

Breaking Through Barriers for A Thriving

Rehab Business

Pre-Conference October 10, 2017 (afternoon)
Conference October 11 – 13, 2017
Tropicana – Las Vegas, NV

Pre-Conference – October 10, 2017 (1/2 day) (Agenda)

Financial Fundamentals for Rehab Managers

Sponsored by:



Michael Filippo, CEO, Transitional Care Management

Mark McDavid, OTR, RAC-CT, Seagrove Rehab Partners

Therapy managers have a great deal of responsibility including meeting budget, staying compliant and mentoring and leading therapists; this course is designed to provide managers with the fundamentals they need to know to understand and manage the clinical and non-clinical financial resources.  Attendees will be provided an overview summarizing essential accounting and financial concepts as they impact the use of resources in an organization.  The focus is on developing familiarity with the economic operating environment factors influencing accounting reports, financial activities, forecasting, budgets, and business policy.  We will wrap up the pre-conference with a “Real World” panel discussion.  We have invited NARA members to participate in this discussion offering insight and experience with their roles as CFO for large health system, CFO for small provider, and VP of Clinical Operations overseeing multiple sites of service.

Who should attend this Pre-Conference:

  • New Rehab Managers
  • Current Rehab Managers
  • Potential Rehab Managers

*To Register for Pre-Conference Only click here

*Additional registration fee for pre-conference.  Additional CEUs available for pre-conference to those who meet the requirements.

Full Conference - October 11 – 13, 2017 (Agenda)

Breaking Through Barriers for A Thriving Rehab Business

Rehabilitation providers are facing many barriers with regulatory, legislative, and payment reform throughout the healthcare industry.  This conference seeks to arm attendees with educational sessions addressing these barriers and offering practical application in their businesses to support thriving operations.  Daily sessions include the strategies for success in managing Millennials and multiple generations in the workplace, creating alliances with referral sources to build a patient clientele, redesigning care models and partnerships for innovation in patient care, development of marketing techniques in today’s market, healthcare and payment reform updates, compliance changes, visualizing your value in a value-based payment environment and how to make outcomes work for you.  Our speakers are industry leaders with extensive knowledge on the topics.  What once appeared to be barriers to business growth are now opportunities for your organization to Thrive!

Daily Sessions* 

Wednesday, October 11, 2017

Growing Your Business

  • Tattoos, Tweets, and Texts, Oh My!  Navigating Millennials in the Workforce  (Nancy B. Alarcon, M.S., CCC-SLP, BC-ANCDS, Principal Lecturer & Director of Clinical Education at UW Speech & Hearing Sciences)
  • Growing Your Practice with Evidence Based Marketing (Ben Fung, PT, DPT, MBA, UpDoc Media)
  • Competing to Win!  Delivering on Care ReDesign (Hilary G. Forman, PT, RAC-CT, CVP of Clinical Strategies Division and Alissa M. VertesSLP, CHC, Compliance Officer at HealthPro/Hertiage)   
  • Marketing Techniques for Models in Today’s Market (Charles Ross, Chief Strategy Officer at Transitional Care Management)

Thursday, October 12, 2017

Healthcare Reform/Legislative Impact

  • Payment Reform:  Where Are We? (Ellen R. Strunk, PT, MS, GCS, CEEAA, CHC at Rehab Resources and Consulting, Inc.)

  • Healthcare Reform Updates (George G. Olsen, ESQ., Williams & Jensen)

  • Rehab Agency Red Alert: Compliance with ACA Section 1557 and the CMS Emergency Preparedness Final Rule (Nancy Beckley, MS, MBA, CHC at Nancy Beckley & Associates)

  • Developing a Game Plan (Panel Speakers and Presentation)

  • Setting Specific Breakout Session

Friday, October 13, 2017

Showing Value in Care/Outcomes

  • Visualize Your Value (Heather Smith, PT, DPT, MPH and Karen Chesbrough, MPH at American Physical Therapy Association)
  • Evidence Based Clinical Programming and Reporting Objective Measures (Chris Oltmans and Jennifer Peterson at Accelerated Care Plus)

  • Collecting, Analyzing and Acting on Outcomes Data to Prepare for Changing Payment Models (Tracy Fritts, PT, MSPT, Vice President of Quality and Outcomes at Consonus and Linda Riccio, OTR, VP of Clinical Services at Creative Health Solutions)

Conference Speakers

  • Michael Filippo

    Michael Filippo

    Chief Operating Officer

    Topic: Financial Fundamentals for the Rehab Manager

    Michael Filippo serves as the Chief Operating Officer for Transitional Care Management in Lisle, Illinois.  In this role, he is responsible for overseeing operations of the healthcare business lines.  He also plays a key role in TCMs budgeting and financial tracking, risk management, contract and vendor negotiations for the organization.  Prior to joining TCM’s management team, Mike worked as a consultant in the long term field for 6 years along with serving as the C.O.O. of another company for over 5 years  providing guidance and support for multiple LTC facilities with financial and operational challenges.  His approach to financial and operational challenges has been successful in improving operational processes and improving the bottom line.  He has over 30 years experience in long term care and therapy environments including purchasing, managing contracts, operations, staffing and development of financial strategies.  Mike earned his Bachelor’s degree in Finance from the University of Illinois.

  • Mark McDavid, OTR, RAC-CT

    Mark McDavid, OTR, RAC-CT

    Rehabilitation Consultant

    Topic: Financial Fundamentals for the Rehab Manager

    Mark McDavid is an experienced leader within the field of skilled rehabilitation therapy services. He has a proven track-record of dynamically growing therapy programs, and he has become a sought after source in regards to regulatory compliance, MDS, MPPR, manual medical review, functional status coding, and documentation. As the owner of Seagrove Rehab Partners, Mark works to enhance therapy-related operations and Medicare compliance in a wide variety of settings, including long-term care and rehab agencies. Mark’s knowledge and its application to business strategies has earned national recognition within professional organizations, to include appointment to AANAC’s Expert Advisory Panel and election as a board member-at-large for the National Association of Rehabilitation Providers and Agencies (NARA), where he leads the SNF Work Group. 

  • Nancy Alarcon, M.S., CCC-SLP, BC-ANCDS

    Nancy Alarcon, M.S., CCC-SLP, BC-ANCDS

    Principal Lecturer and Director of Clinical Education

    Topic: Tattoos, Tweets, and Texts, Oh My! Navigating Millennials in the Workforce

    Nancy Alarcon, M.S., CCC-SLP, BC-ANCDS is Principal Lecturer and Director of Clinical Education in the Department of Speech and Hearing Sciences at the University of Washington, and Director of the UW Speech and Hearing Clinic.  Her areas of clinical expertise include clinical education, adult neurologic communication disorders, and supported communication for individuals and families with chronic and progressive acquired cognitive/communication disorders.  She has mentored graduate students in the clinical learning environment for over 30 years.  Nancy received her B.S. from Purdue University and her M.S. from the University of Wisconsin-Madison.  She is an ASHA Fellow, faculty recipient of the University of Washington David Thoroud Leadership Award, the Special Service Award from the Council of Academic Programs in Communication Sciences and Disorders, and has served on the Board of Directors of the American Speech Language Hearing Association, President of the Washington Speech Language Hearing Association, and in numerous additional professional leadership positions at the state and national level.  

  • Ben Fung, PT, DPT, MBA

    Ben Fung, PT, DPT, MBA

    COO & Co-Founder

    Topic: Growing Your Practice With Evidence Based Marketing

    As an Independent Media Producer & Startup Entrepreneur, Ben is a healthcare clinician turned social media connector. With experience in every major healthcare setting, his mission is now optimizing growth for companies and investors in various industries including healthcare, geo-technology, human resources, and marketing. Ben currently serves as COO of UpDoc Media, a marketing agency for health/tech businesses; and, as a CFO of Recharge, an investor backed CrossFit-Physio-Mindfulness hybrid with a mission to redefine the healthcare experience by breaking down the silos of medicine, health, fitness and wellness.

  • Hilary G. Forman PT, RAC-CT

    Hilary G. Forman PT, RAC-CT

    Senior Vice President of Clinical Strategy

    Topic: Competing to Win! Delivering on Care Redesign

    Hilary G. Forman PT, RAC-CT is the Senior Vice President of Clinical Strategy for HealthPRO® Rehabilitation. She provides support to advance clients in evidenced based clinical and financial strategy to better align services for success in healthcare reform. She fosters interdisciplinary involvement in all clinical and fiscal planning at both individual site and corporate levels. She ensures adherence to strategic clinical roll out and follow up plans showing specific outcomes, audit results and trend numbers. Prior to her current role she was a regional vice president of operations in which she was responsible for operational and management oversight of multiple subacute, LTC, and outpatient therapy practices in metro NYC and NJ. This role encompassed all aspects of clinical and regulatory program development, staffing design, customer service, and performance against operating targets including full P&L responsibility for the region.  She has served as an Adjunct Professor at Rutgers/UNDMJ DPT program in Wound Care since 2001 and speaks nationally about rehab reimbursement and compliance.

  • Alissa M. Vertes, SLP, CHC

    Alissa M. Vertes, SLP, CHC

    Chief Compliance Officer

    Topic: Competing to Win! Delivering on Care Redesign

    Alissa M. Vertes,V.P. of Corporate Compliance and Clinical Services,  Compliance Officer, HealthPRO/Heritage.   Ms. Vertes has Managed Rehabilitation Service Departments across LTC/Hospital/Outpatient settings for over 15 years and has a MS in Speech Language Pathology, from Nova Southeastern University, Ft. Lauderdale, FL.  She is a National Speaker on Documentation for Rehabilitation and Defensible Documentation for Rehabilitation Specialists and Board Certified in Healthcare Compliance. Ms. Vertes Serves as Compliance Committee Chair and internal compliance investigation team lead for multiple organizations and legal teams.   She is the Coordinator of publication of Compliance based newsletter for rehabilitation healthcare.  Ms Vertes is a Specialist in companywide Internal/External Risk Assessments for rehabilitation services and Spearheads Companywide audits & related training processes and oversees reviews in light of RAC/MAC/ZPIC audits.

  • Ellen R. Strunk, PT, MS, GCS, CEEAA, CHC

    Ellen R. Strunk, PT, MS, GCS, CEEAA, CHC

    Rehab Consultant

    Topic: Payment Reform: Where Are We?

    Ms. Strunk specializes in helping clients understand the Medicare prospective payment systems for skilled nursing facilities and home health agencies, as well as the Medicare conditions of participation and fee schedule for rehab agencies.  Her experience includes utilizing medical record reviews and data systems to help both inpatient and outpatient therapy providers meet regulatory guidelines and deliver medically necessary therapy services in these settings.  Ellen received her Masters in Physical Therapy from the University of Alabama at Birmingham, and earned her American Physical Therapy Association (APTA) Board Certification in Geriatric Physical Therapy in 1999. She has been a practicing physical therapist for over 20 years, working in the hospital, skilled nursing, home health, outpatient and cardiac rehab settings.  She has held various roles including clinician, manager and Director over multiple programs. Presently, Ellen is owner of Rehab Resources and Consulting, Inc., a company providing continuing education and consulting services for post-acute care settings.  Ellen is a member of the American Physical Therapy Association (APTA), where she has served on Payment Policy Strategy Committees advising the APTA Board of Directors on payment policy in all settings. She serves on a state level as the Chair of the Practice and Reimbursement Committee for the Alabama Physical Therapy Association.  In 2009, Ellen became a Certified Expert in Exercise for the Aging Adult, a certification course sponsored by the APTA's Academy of Geriatric Physical Therapy.  In 2015, Ellen became Certified in Healthcare Compliance through the HealthCare Compliance Association.

  • Nancy J. Beckley, MS, MBA, CHC

    Nancy J. Beckley, MS, MBA, CHC


    Topic: RA! RA! Rehab Agency Red Alert: Compliance with ACA Section 1557 and the CMS Emergency Preparedness Final Rule

    Nancy Beckley is President of Nancy Beckley & Associates LLC, a firm specializing in outpatient therapy compliance.  The firm offers compliance outsourcing, risk assessment, compliance plan development, annual compliance training, and external auditing, due diligence and investigation support.  Clients including providers under Medicare probe review, progressive corrective action plans, corporate integrity agreements, ZPIC investigations and RAC audits.  The firm’s signature product is the compliance learning management system (LMS) for rehab specific courses in fraud, waste and abuse and therapy risk.  Training courses are delivered to over 5,000 therapy providers on an annual basis.

    She is a nationally known speaker and author in the area of rehab compliance, and has presented at the Provider Practice Compliance Conference, Florida Compliance Conference, and the Annual Compliance Institute.  She is a columnist for Compliance Today and the APTA Private Practice Section’s IMPACT magazine. 

    As a twenty-year NARA member, Nancy is considered a top knowledge expert in rehab agency and CORF regulations and has worked with over 125 provider groups in their quest for survey, certification, accreditation, policies and procedures, plan of correction and certification appeals.  Nancy was a member of the NARA workgroup assisting AAAASF (“Quad A”) in their Medicare application as a rehab agency deeming authority and was on the training team for the first group of Quad A inspectors/surveyors, and has served on the Quad A advisory group.  Nancy served on the CMS Technical Expert Panel for CORFs advising CMS on the opportunities and potential for CORFs from a policy and regulatory perspective.

    Nancy has been a NARA Board member, Program Chair, Nominating Committee Chair and now serves as the coordinator of the NARA’s Compliance Special Interest Group.  Nancy is certified in health care compliance by the HCCA Compliance Certification Board, and was among the first in the therapy industry to be certified, continuing to encourage others rehab providers further seek certification.  She has a MS in Therapeutic Recreation from the University of Illinois, and an MBA from the University of South Florida.  She is a frequent speaker for APTA at the state and national level with upcoming presentations at FPTA, PTAW, APTA Private Practice Section and Combined Sections meetings.

  • Mark Anderson, PT

    Mark Anderson, PT


    Topic: Developing a Game Plan

    Mark is Owner/President of Mountain Land Rehabilitation, Inc., a Rehabilitation Agency providing therapy services throughout the western United States.  Mountain Land Rehabilitation has a staff of approximately 1000 employees and provides services in outpatient settings, hospitals, skilled nursing facilities and home health agencies.  Mark is a graduate of the University of Utah in 1980 with his degree in Physical Therapy.  He currently serves as an Associate Professor at the University of Utah and has taught Administration and Management to Physical Therapy students for the past 20 years. Mark is actively involved in the National Association of Rehabilitation Agencies (NARA) and has for the past 20 years.  He has served in multiple capacities with NARA including Board Member at Large, Past Vice President, and current appointed Vice President.  Mark has been very involved with the legislative efforts of NARA.  He has served as the Legislative Liaison and is a recipient of the George G. Olsen service Award.  In addition to his involvement in NARA, Mark is an active member of the   American Physical Therapy Association (APTA) and has served as Chapter President for 2 terms as well as on numerous national committees and work groups within APTA.  He is currently on the PT- PAC Board of Trustees and is very involved in the political process.  Mark is the past chair of the Utah Physical Therapy Licensure Board and is also was delegate for The Federation of State Boards of Physical Therapy.  

  • Heather Smith, PT, MPH

    Heather Smith, PT, MPH

    Director of Quality

    Topic: Visualize Your Value

    Heather Smith currently serves as the Director of Quality for APTA.  In her current roll, Heather leads and coordinates quality initiatives for the Association and develops key member resources related to quality for programs under Medicare that impact PTs including the respective post-acute care Quality Reporting Programs (QRPs), the Merit-based Incentive Payment System (MIPS), and the Functional Limitation Reporting (FLR) requirements for therapy services under Medicare.  She serves in a consulting role for the Physical Therapy Outcomes Registry with a focus on measure development and compliance with quality reporting regulations. She has presented at national meetings and webinars on quality related topics that impact physical therapists.

    Heather is involved in several technical expert panels which work to maintain measures for quality reporting programs including: MIPS measure #130 Documentation of Current Medications in the Medical Record, #131 Pain Assessment on Evaluation and #182 Functional Outcome Assessment.  Additionally, she participated in two TEPs in 2013 convened by the Centers for Medicare and Medicaid Services and RTI International which focused on the results of the Developing Outpatient Therapy Payment Alternatives (DOTPA) project including data analysis for the Continuity Assessment Record and Evaluation (CARE) item set.  

    Heather previously worked for New York Presbyterian Hospital and University of Pennsylvania Health System where she served in a quality improvement position. She received a Black Belt in Six Sigma from Pennsylvania State University.   Her transition into quality was facilitated in part by the acquisition of her Masters in Public Health from Drexel University.  Previous to her role in quality improvement, she was a practicing clinician for over ten years.

  • Karen Chesbrough, MPH

    Karen Chesbrough, MPH

    Director, Physical Therapy Outcomes Registry

    Topic: Visualize Your Value

    Karen Chesbrough: Karen Chesbrough, MPH, serves as the director of the Physical Therapy Outcomes Registry for the American Physical Therapy Association. She previously led the scientific program initiatives at the Foundation for Physical Therapy for six and a half years and was instrumental in developing the Foundation’s Center of Excellence in Health Services Research and Training program, leading to the award responsible for CoHSTAR. She began her career in public health as a Research Assistant and a Research Associate focusing on population health studies and large data sets at the Naval Health Research Center, San Diego, CA and the Uniformed Services University of the Health Sciences, Bethesda, MD. Karen was an inaugural member of a Patient-Centered Outcomes Research Institute (PCORI) advisory panel, served as a member of the Scientific Discovery Advisory Panel for the Arthritis Foundation, and is a current member of the Setting Scoliosis Straight Foundation patient/caregiver research team. She is received an undergraduate degree from Virginia Tech and a Master of Public Health degree specializing in Health Services Administration and Policy from the Burns School of Public Health at the University of Hawai’i at Manoa.

  • Tracy Fritts, PT, MSPT

    Tracy Fritts, PT, MSPT

    Vice President of Quality and Outcomes

    Topic: Collecting, Analyzing and Acting on Outcomes Data to Prepare for Changing Payment Models

    Tracy Fritts, PT, MSPT joined Consonus just a few years after graduating with a Master’s Degree in Physical Therapy from Pacific University.  Her roles at Consonus have evolved over the last twenty plus years from Physical Therapist to Rehab Director, then Area Director to Regional Vice President of Operations, to her current role as Vice President of Quality and Outcomes.  Tracy was a member of the ACHA/NASL Outcomes Workgroup that created National Quality Forum endorsed Quality Measures related to improvements in Self Care and Mobility using the CARE Item set.  Consonus was one of the first organizations to begin widespread collection and use of CARE data from rehab patients under her guidance.  Tracy currently serves on the NASL Board of Directors and the George Fox University School of Physical Therapy Advisory Board.  Tracy is a member of APTA as well as the Academy of Geriatric Physical Therapy and Health Policy and Administration Section. 

  • Linda Riccio, OTR

    Linda Riccio, OTR

    Vice President of Clinical Services

    Topic: Collecting, Analyzing and Acting on Outcomes Data to Prepare for Changing Payment Models

    Linda Riccio, OTR has worked in various roles and settings in older adult care, in both operational and clinical roles on national corporate levels including long-term care, hospice and home-health settings.

    Linda consults in healthcare strategy nationwide as President of Creative Rehab Strategies, a company that provides education and consulting services for post-acute care.   Linda also is the Vice President of Clinical Services for Creative Health Solutions, a contract rehabilitation company based in the Midwest.  

Continuing Education Availability



Cancelation Policy

Our cancelation policy is: Registrations are transferable to other people for the same conference at anytime. All cancelations must be confirmed in writing a minimum of 3 weeks prior to the conference start date to be eligible for a full refund, less a $100 cancelation fee. A cancelation made less than 3 weeks before the conference start date is not eligible for a refund, but can be transferred to another employee of the organization. Participant(s) who do not cancel in writing will be considered as "no shows" and will not be eligible for refunds/credits.


*Agenda subject to change