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Annual Conference Agenda
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Join NAMSAP in Baltimore for an exciting line-up of speakers and educational opportunities!

Below is the overview of the schedule - full agenda details to come soon!


The Pre-Con Session will start at 9:00 AM on Wednesday, October 3rd and run until 12:00 PM (additional charge required).

The 2018 NAMSAP Annual Conference will run from 1:00 PM Wednesday, October 3rd until 11:45 AM on Friday, October 5th

Keynote Speaker

Jacqueline Cipa, CMS

Medicare Secondary Payer Operations Team Lead
Division of Medicare Secondary Payer Operations


Wednesday, October 3, 2018 - Pre-Conference Session and Keynote Kickoff

9:00 AM - 12:00 PM

Pre-Conference Sessions (Additional Charge during registration)

Section 111 Reporting Basics: What is an ORM? What is a TPOC? How do you query a file? Or properly terminate an ORM? You will learn all these things and more at this informational session. Presenter: Annie M. Davidson, MSP Compliance Counsel, Examworks Clinical Solutions

Medicare’s Rights of Reimbursement: The most powerful aspect of the MSP is Medicare’s right to reimbursement for dollars paid. Gain a thorough understanding of how this law impacts your claims. Presenter: Casey E. Fundarek, MSP Compliance Attorney, Sharpline Allocations

WC Medicare Set-Asides – Armed with the most recent version of the WCMSA Reference Guide – the “bible” of this business - presenters will offer updates and practice tips for good allocating. Presenters: Rasa Fumagalli, MSP Compliance Attorney, Nyhan, Bambrick, Kinzie & Lowry and Jennifer Shymanski, JD, CMSP, Director of Implementation and Strategy, NuQuest

1:00 PM - 5:30 PM

General Sessions

Agency Keynote: Government officials will contribute information and engage in discussion with the NAMSAP membership. Presenter: Jacqueline Cipa, Medicare Secondary Payer Operations Team Lead, Division of Medicare Secondary Payer Operations

Industry Keynote: Opioid abuse and associated costs, in terms of both dollars and lives, will be explored. Discover how the industry’s lead against opioids has evolved and hear about recent wins in this ongoing battle. Presenter: Rear Admiral Pamela Schweitzer, PharmD, BCACP, Retired, Chief Pharmacy Officer, Centers for Medicare and Medicaid Services; Amy Bilton, Esq., MSCC, CMSP-F, Attorney, Nyhan, Bambrick, Kinzie, & Lowry; Jeff Lucas, Health Policy Advisor, Senator Bill Cassidy

6:00 PM - 7:30 PM

Reception with Exhibitors

Thursday, October 4, 2018 - A Word from our Contractors

7:00 AM - 8:00 AM

Breakfast with Exhibitors

8:00 AM - 10:00 AM

General Sessions

CRC Q&A: Medicare Conditional Payment reimbursement processes for ORM have been unfolding since the CRC was created in October of 2015. With a new contractor at the helm, changes in timeframes and trending are inevitable. Hear what has changed and how to stay ahead of the curve. Presenter: Ted Doyle, MA, AHFI, CFE, CIFI, Vice President, Healthcare Markets, Performant Financial Corporation and Adjunct Instructor, Southern Utah University

Mechanics of the Lien Process: In building upon current trends with the CRC, this session will delve into Medicare Conditional Payments from a practical standpoint. Best practices for successful outcomes will be delivered. Presenters: Jean Goldstein, Senior MSP Compliance Counsel, MEDVAL; Shawn Kelderman, Senior Compliance Analyst, Society Insurance; Kate Riordan, MSCC,  Director, Medicare Secondary Payer Initiatives, ISO Claims Partner

10:00 AM - 10:30 AM

Break with Exhibitors

10:30 AM - 11:30 AM

General Session

Playing Defense on Medicare Advantage: Part C Conditional Payment reimbursements remain a highly litigated topic. Learn how to defend your business from lawsuits and what policies and procedures best protect your company from this exposure. Presenters: Jennifer Jordan, Special Counsel, Louisiana Association of Self-Insured Employers; Melanie S. Schafer, Associate, Medicare Compliance Group, Gordon & Rees; Kathleen Wyeth, Managing Assistant General Counsel, AF Group

11:30 AM - 12:30 PM

Networking Lunch with Exhibitors

12:30 PM - 2:30 PM

General Sessions

WCRC Q&A: Workers’ Compensation Medicare Set-Aside Review has a new face with Capitol Bridge, LLC. Hear from industry insiders regarding current trends on MSA review. 
Presenters: Daniel Anders, Esq., MSCC, Chief Compliance Officer; Chris Carpenter, President, Case Management Solutions; Leslie Schumacher, RN, CRRN, CCM, CLCP, CNLCP, MSCC, CMSP, CMSP Fellow, President, PlanPoint

The Fate of Liability and No-Fault MSA: With potential new Liability and No-Fault Medicare Set-Aside considerations underway, it is critical to become familiar with how these allocations have been received in the past and what constitutes appropriate practice now. Presenters: John Cattie, Jr., Founding Member, Cattie, PLLC; William Delaney, Partner, Nyhan, Bambrick, Kinzie, & Lowry; John Kane, AIC, CMSP, MSCC, Medicare Program Director, Liberty Mutual 

2:30 PM - 3:00 PM

Break with Exhibitors

3:00 PM - 4:30 PM

General Sessions

Medicaid. The Other Secondary Payer Law: The obligation to reimburse is simple to understand, but each state’s mechanisms and laws can be different. Obtain a coast-to-coast observation of the rules for reimbursement with a focus on the most prominent jurisdictions. Presenters: Greg Gitter, CMSP-F, President, Gitter & Associates, Inc. and Ciara Koba, Esq., Partner, Gordon & Rees

Secure Interests with Special Needs Trusts: Between Medicare and Medicaid obligations, there is an emphasis on protecting entitlements in a lawful manner. This session will provide the necessary tools to design a safe strategy for the parties to follow. Presenters: Beth Hostetler, RN, CMSP, Director of Medicare Services, Albertson's Companies; Will Lindahl, MBA, CLPF, Executive Director, CPT Institute; Kenneth Paradis, Chief Executive Officer, Chronovo

Friday, October 5, 2018 - Looking Ahead

7:00 AM - 8:00 AM

Breakfast with Exhibitors

8:00 AM - 9:30 AM

General Sessions

Cost Mitigation in WCMSAs: Whether submitting or not submitting, lowering MSA costs is a common goal for stakeholders. Learn new ways to protect interests along with pocketbooks. Presenters: Rachel Paul, Senior Attorney, Midwest Employers Casualty; Nancy Schulz, Director of Managed Care, ACUITY, a Mutual Insurance Company; Lavonya Chapman, Medicare Secondary Payer Compliance Counsel, Optum Settlement Solutions

9:30 AM - 9:45 AM

Break with Exhibitors

9:45 AM - 11:45 AM

General Sessions

Data Analytics – the NCCI Report: This savvy panel will provide careful analysis about the NCCI’s most recently published report. Findings will be run up against those of NAMSAP’s own Data and Development Committee metrics for an in-depth study. Presenters: Michelle A. Allan, Partner, Gordon & Rees; Fran Provenzano, RN, BSN, CDMS, CCM, CLCP, MSCC, President and CEO, Medicare Set-Aside Specialists, Inc.; Rita Wilson, CEO, Tower MSA Partners, LLC

What’s Trending: Hear the latest and what to expect next in our ever-changing sphere. A panel of industry insiders will offer insight and foresight about what’s on the horizon. Presenters: Porter Leslie, President, Ametros; Jake Reason, Vice President, Medicare Set-Aside Services, EK Health; Kimberly Wiswell, CMSP, Vice President, Managed Care Operations and Team Excellence, CLARA Analytics

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