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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, September 18, 2019 and run until 12:00 PM (additional charge required).

The 2019 NAMSAP Annual Conference will run from 1:00 PM Wednesday, September 18, 2019 until 6:00 PM on Thursday, September 19, 2019.

NAMSAP Committees and the Board of Directors will hold meetings Friday, September 20, 2019 from 8:00 AM to 12:00 PM.



Wednesday, September 18, 2019

8:00 AM

Registration / Check-In Opens


9:00 AM - 12:00 PM

Pre-Conference Sessions (Additional Charge during registration)

Session 1: A Deeper Look at Redbook
The WCMSA Reference Guide names Redbook the source for AWP pricing.  Any given medication therein has several different pricing variations. Learn to navigate the Redbook for the most effective pharmacy allocating.

Steven Miller, CMSP-F, MSPharm, DPh, RPh, President, PharmacyMSA

Monica Williams, RN, CCM, CRRN, LNC, MSCC, CMSP, CNLCP, MSP Manager, Innovative Claims Strategies

Session 2: Sources Right at Your Fingertips
Precise MSA allocating requires skilled use of various reference materials.  This session identifies the sources necessary for top MSA allocating and how they can be best utilized.

Todd Brown, Practice Leader Compliance and Regulatory Affairs, Medata, Inc. 

Leta Sharkey-Laugle, MS, NCC, CDMS,CRP,CLCP, MSCC, President, Medical Settlement Advantage Expert, Inc. 

Patricia Smith, RN, BSN, MSCC, CDMS, CLCP, Executive Vice President of Clinical Services, Tower MSA Partners

Session 3:The World of Portals and What's on the Other Side
CMS gives the industry access to online portals for convenience and timeliness in processing Medicare conditional payments.  This hands-on session will guide attendees through the most efficient use of these web-based tools.

Marci Cooke, Project Manager, MSPIC

Louis Porrazzo, Esq., Director of Conditional Payment Services, ExamWorks Clinical Solutions

Melissa Running, MSPIC

12:45 PM - 1:00 PM

Conference Kick-Off / Welcome

Amy Bilton, Esq., MSCC, CMSP-F, Attorney, Nyhan, Bambrick, Kinzie and Lowry; NAMSAP President


1:00 PM - 3:00 PM

Agency Keynote

John Albert, Senior Technical Advisor, Division of Medicare Secondary Payer Operations, Office of Financial Management, Centers for Medicare & Medicaid Services

Moderator: Michelle Allan, Partner, Gordon & Rees


3:00 PM - 3:30 PM

Break with Exhibitors


3:30 PM - 4:30 PM 

BCRC Session

The Benefits Coordination and Repayment Center manages Medicare conditional payments in general liability, no-fault and automobile claims.  Don't miss this opportunity to learn directly from the BCRC how your claims are handled and how efficiencies can be discovered.

Jim Brady, Program Director, BCRC

Kathleen Hunter, Director of Correspondence Processing, BCRC

Renee Jones, CWF Manager, BCRC

Angel Pagan, EDI Director, Technical Lead, BCRC

Will Sykes, Director, Call Center, BCRC

4:30 PM - 5:30 PM

Concurrent Breakout Sessions

Session 1: Section 111 Audits and Safeguarding Against Civil Monetary Penalties Exposure
With civil monetary penalty rule-making looming in the distance, it is critical that your Section 111 program be fully compliant.  Auditing can be performed in various ways to ensure 100% compliance.  Learn the risks and benefits associated with audits.

Frank Fairchok, Vice President, Medicare Compliance Reporting and Development, Optum Settlement Solutions

Jeremy Farquhar, ISO Claims

Session 2: Leveraging Settlement with MSAs in Mediation

Medicare Set-Asides are a vehicle for satisfying future medical obligations under the MSP.  But they also serve as a valuable tool in settlements, whether or not they are submitted to CMS.  Tips on using an MSA to accomplish settlement will be examined.

Robert Finley, Partner, Hinshaw & Culbertson

Roger Larue, JD, MBA, Director, Secretary/Treasurer, Mediator, maps

Jack Meligan, RSP, BCFE, MSCC, CMSP-F, The Plaintiff's MSA & Lien Solution

6:00 PM - 7:00 PM

CASINO NIGHT! Reception with Exhibitors

Thursday, September 19, 2019

7:00 AM - 8:00 AM

Breakfast with Exhibitors

8:00 AM - 9:00 AM

The CRC Speaks Out - Working Together to Get It Right

The Commercial Repayment Center is the contractor for workers' compensation conditional payments.  Hear directly from the CRC about recent enhancements and improvements that can impact your claims.

Rose Arellano, Director of Outreach Recovery, Performant Financial Corp. 

Ted Doyle, MA, AHFI, CFE, CIFI, Vice President, Healthcare Markets, Performant Financial Corp. 

Moderator: Michelle Allan, Partner, Gordon & Rees


9:00 AM - 10:00 AM

This Just In!  The Latest on Liability and No-Fault MSAs and Civil Monetary Penalties

The government has suggested rule making is eminent.  This insightful panel will delve into the effects the proposed changes will have on the stakeholder community as well as the current state of affairs.

Josh Pettingill, MBA, MS, MSCC, Principal, Synergy Settlements

Ciara Koba, Esq., Partner, Gordon & Rees

Moderator: Thomas Stanley, President, The Stanley Insurance Agency

10:00 AM - 10:15 AM

Break with Exhibitors

10:15 AM - 11:15 AM

What Happens Once the Case Settles?

What's happening once cases settle with a Professional Administrator?  Explore what the reality is for injured parties and how medical funds are being spent.

Porter Leslie, President, Ametros Financial 

Paul Sighinolfi, Senior Managing Director, Ametros Financial


11:15 AM - 12:15 PM

Betting on the Future - Reimagining the MSA Program

The existing MSA program is a dynamic and complex area that is ripe for reform, improvement and reimagining. Review how the MSA industry is evolving and innovating to meet current challenges and propose ways to envision and reimagine a better MSA program.

Amy Bilton, Esq., MSCC, CMSP-F, Attorney, Nyhan, Bambrick, Kinzie and Lowry; NAMSAP President

Shawn Deane, JD, MEd, MSCC, CMS, General Counsel, Ametros

Kimberly Wiswell, CMSP, Vice President, Managed Care Operations and Team Excellence, CLARA Analytics

12:15 PM - 1:15 PM


1:15 PM - 2:15 PM

Myths and Legends

It's the MSP Myths, Legends, and Misconception Challenge! Live interactive Quiz Bowl to test the skills and knowledge of three competing teams!

Daniel Anders, Esq., MSCC, Chief Compliance Officer, Tower MSA Partners

Christine Melancon, RN, CCM, MSCC, CNLCP, CMSP-F, Director of Regulatory Compliance, CLARA Analytics

2:15 PM - 3:15 PM

Concurrent Breakout Sessions

Session 1:Timing is Everything: Optimizing the MSA Referral Timeframe

Medicare Set-Asides are based on a snapshot in time.  Thus, the timing of when an MSA is prepared can be approached strategically.  Learn to prepare your file before an MSA referral is made to optimize results, avoid "sticker shock," eliminate lag time and ward off costly revisions.

Loyd Hudson, Director, American Electric Power

Suzanne Novak, Austin Outcomes Research, Inc.

Leslie Schumacher, RN, CRRN, CCM, LNCC, CLCP, CNLCP, MSCC, CMSP-F, President, PlanPoint

Session 2: Now Hear This! The Impact of a Hearing on the Merits

According to the WCMSA Reference Guide, CMS will defer to a court of competent jurisdiction regarding future medical values.  This session explores the mechanics of a hearing on the merits, as well as its legal impact.

The Honorable Robert Rassp, Workers' Compensation Administrative Law Judge, Los Angeles WCAB District

Paul Pasche, Attorney, Brady, Connolly & Masuda, PC

Matt Walker, JD, CMSP, Attorney, Aleksy Belcher

3:15 PM - 3:45 PM

Break with Exhibitors

3:45 PM - 4:45 PM

On the Horizon: Will Current Policy Activity Trickle Down to MSP?

Sweeping benefit changes are in the air with CMS. Changes at the agency level will be illustrated, such as coverages, pricing, policy and more.  Further, this panel will also contemplate the potential downstream implications relative to MSP practice.

Brian Bargender, CSRP, Internal Consultant, Humana

Doug Holmes, UWC Strategy

John Kane, AIC, MSCC, CMSP, Medicare Program Director, Liberty Mutual Insurance

Tom Spratt, MSP Settlement Consultant 

4:45 PM - 5:45 PM

Call to Action on the Private Cause of Action

The judicial system is rife with litigation surrounding the MSP's private cause of action. If your business may be at risk, you won't want to miss this session, which will provide case law updates, best practices, the use of expert witnesses, and other tips for a successful defense.

Heather Hatch, JD, Chartwell Law

Jennifer Jordan, JD, Counsel, LASIE

Rachel LaMontagne, JD, Shutts & Bowen

5:45 PM - 6:00 PM

Conference Closing (door prizes drawn!)

Friday, September 20, 2019

8:00 AM - 10:00 AM

NAMSAP Committee Meetings

10:00 AM - 12:00 PM

NAMSAP Board of Directors Meeting

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