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Annual Detailed Conference Agenda
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Tuesday, October 6, 2020
All times are showing Eastern Standard Time)





8:00 AM

Log-In and Network; Visit with Exhibitors

Begin earning points toward the Leaderboard!

9:00 - 10:15 AM
Continuing Education 

HOT Topis: Civil Monetary Penalties and LMSAs

Panelists: Annie Davidson, Esq., Senior MSP Compliance Counsel and Policy Strategist, ExamWorks Compliance Solutions; Ciara Koba, Esq., Partner, Gordon & Rees; Robert Sagrillo, President, National Accounts and Settlements Consulting; Thomas Stanley, MSCC, CMSP, President, Stanley Insurance Services

Kicking off the Conference is a lively session about the impact and status of both Civil Monetary Penalty and Liability and No-Fault Medicare Set Aside rulemakings. Significant change is on the horizon and attendees will take away what to expect and how it will impact their businesses.

10:15 - 10:30 AM

Rejuvenation Time!

Grab a cup of coffee and visit with a colleague!

10:30 - 11:30 AM
Continuing Education

SMART ACT - Where are we now?

Panelists: David Farber, Partner, FDA and Life Sciences, King and Spalding; Heather S. Sanderson, Esq., MSCC, CHPE, CLMP, CMSP, Chief Legal Officer, Franco Signor, LLC; Mark Popolizio, JD, VP of MSP Compliance & Policy, Verisk

This critical reform legislation was enacted several years ago and offered key improvements for Medicare Secondary Payer practices. How has this legislation changed our landscape? This course will examine the Strengthening Medicare and Repayment for Taxpayers Act.

11:30 AM - 12:30 PM
Continuing Education

Medicare Advantage Organizations - A Collective View

Panelists: Brian Bargender, CSRP, Internal Consultant, Humana; Jeffrey C. Swann, General Counsel, The Rawlings Group

Join a panel of professionals in navigating the practical aspects of Medicare Advantage recovery. With thousands of MAOs nationwide, there are differences in where and how reimbursement can be made. This session offers hands-on information and suggestions on how obligations can be satisfied. 

12:30 - 1:30 PM

Take your lunch break while visiting with Exhibitors!

Remember to work on your Leaderboard Points!

1:30 - 2:30 PM
Continuing Education

Conditional Payment Contractors Panel: Interplay and Differences

Panelists: Jim Brady, Program Director, BCRC; Ted Doyle, MA, AHFI, CFE, CIFI, Vice President, Healthcare Markets, Performant Financial Corporation; Rafael Gonzalez, Partner, Cattie & Gonzalez

Since 2015, the CRC and BCRC have managed Medicare Conditional Payment recovery in tandem on behalf of the Agency. But the forms, processes and outcomes are not necessarily aligned. This session gives a clear understanding of which contractor requires what and when. Attendees will also learn when and how the two contractors interplay, and how to manage challenges and complexities.

2:30 - 3:00 PM

It's Caffeination Time! 

Get your afternoon caffeine meet with some more of our exhibitors!

3:00 - 4:00 PM
Continuing Education

Breakout A: Allocating 101

Calling all allocators! This key session will provide detailed information for new and experienced allocators alike. The ins and outs of Medicare Set-Aside itemizations will be covered, as well as current trending. This is a can’t miss session for anyone that writes Medicare Set-Aside reports.


Breakout B: PAID Act

Panelists: Heather S. Sanderson, Esq., MSCC, CHPE, CLMP, CMSP, Chief Legal Officer, Franco Signor, LLC; McKenzie Bennett, Principal, Mehlman Castegnetti Rosen & Thomas; Jennifer Pickard, Senior Director Risk Management, Wal-Mart

As Medicare Advantage Plan recovery gains momentum, Part D plans pose next tier concerns. The Provide Accurate Information Directly Act is proposed legislation that would help Part D plans and settling parties coordinate benefits and manage reimbursement obligations. A description of the Act and scenarios in which it could be of benefit to the industry will be illustrated.

4:00 - 5:00 PM
Continuing Education

Breakout A: Prescription Drugs in Professional Administration

Panelists: Shawn Deane, JD, CMSP-F, General Counsel, Ametros; Chris Lagnese, VP of Pharmacy and Managed Care, Ametros; Steven Miller, CMSP-F, MSPharm, DPh, RPh, CEO,

Costs and considerations surrounding prescription medications are always of interest to the Medicare Secondary Payment industry. This session offers valuable information on pre and post settlement prescription medication considerations. Current trending on cost and coverages will also be shared.


Breakout B: Spotlight on Asbestos Claims

Asbestos litigation is the longest running mass tort litigation in the United States. Given the proportions of asbestos litigation and the unique considerations associated with mass tort recovery from an MSP perspective, there are numerous contingencies associated with this area of law that MSP practitioners should understand. This course is a deep dive on MSP best practices through the asbestos lense.

5:00 - 6:00 PM
Continuing Education

Breakout A: Rated Age Basics

Panelists: Kevin Puckett, President/Owner, KP Underwriting, LLC

Rated ages have long been relied upon as a valuable tool in the preparation of accurate Medicare Set-Aside projections. They also offer advantages that can reduce costs. Learn from top experts the nuances associated with rated ages and perspectives on utilizing this resource for maximum benefit.


Breakout B: Demonstrated Responsibility Perspective

Case law has established that responsibility to reimburse Medicare exists when a primary payer has a demonstrated responsibility. This session provides an academic perspective on what demonstrated responsibility means in terms of the Medicare Secondary Payer Act and recent case law. Practical applications of this premise will be considered.

6:00 - 7:00 PM

Virtual Happy Hour with Exhibitors

Extra time to earn Leaderboard Points!

Wednesday, October 7, 2020
(All times are showing Eastern Standard Time)

TimeFunction Description
7:00 AM

Log-in and Network; Visit with Exhibitors

Continue earning points for the Leaderboard!

8:00 - 9:00 AM
Continuing Education

WCRC & Documentation and Evidence

Panelists: Michelle Allan, Partner, Gordon & Rees; Amy Bilton, Esq., MSCC, CMSP-F, Shareholder, Nyhan Bambrick Kinzie & Lowry

The Workers’ Compensation Review Contractor gives review to submitted Medicare Set-Asides. This session will examine the WCRC’s application of the WCMSA Reference Guide, as well as current trending with the approval process. This is a comprehensive session for allocators, submitters of record and stakeholders to settlement. Processes will be explored, as well as results and outcomes.

9:00 - 10:00 AM
Continuing Education

Judge's Panel

Medicare Secondary Payer obligations and settlement considerations occur within the parameters of the settlement process. Various jurisdictions apply varying rules of court to the MSP process. This panel will hone in on jurisdiction-specific MSP interpretations, and how obligations can be satisfied within the rules of different courts of competent jurisdiction.

Panelists: Patrick Czuprynski, JD, MSCC, Director of Lien Resolution, NuQuest

10:00 - 10:15 AM

Get up and Stretch!  Pop into the Exhibit Hall and look for more ways to earn your Leaderboard points.

10:15 - 11:15 AM
Continuing Education

The Latest on Professional Administration

Panelists: Marques Torbert, Chief Executive Officer, Ametros; Aaron Winnell, CMSP, Vice President of Operations, Medivest

Management of Medicare Set-Aside accounts is a post-settlement tool to comply with Medicare’s accounting requirements, as well as to protect the longevity of the account. This session focuses on advantages associated with professional administration, as well as trending with CMS activity post-settlement.

11:15 AM- 12:15 PM
Continuing Education

Amended and Re-Review

Panelists: Rasa Fumagalli, JD, MSCC, CMSP-F, Director of MSP Compliance Services for Synergy Settlement Services; Jeanie Goldstein, Senior MSP Compliance Counsel, MEDVAL; Christine Melancon, RN, CMSP-F, Director of Regulatory Compliance, CLARA Analytics

When a submitted WCMSA results in a decision the parties wish to dispute, there are limited options available. This session will identify when and how a Medicare Set-Aside can be challenged. Specific examples will be shared which illustrate successful resolutions. Timeframes and documentation will also be featured.

12:15 - 1:15 PM
Continuing Education

Lunch and Learn - The WCMSA Reference Guide: Lesser Known Facts and Fallacies

Order lunch with your gift card from Verisk!

Panelists: Daniel M. Anders, Esq., MSCC, CMSP-F, Chief Compliance Officer, Tower MSA Partners; Kimberly Wiswell, CMSP, Vice President, Managed Care Operations and Team Excellence, CLARA Analytics

The WCMSA Reference Guide is the Bible for MSP practitioners. What are some of the most obscure features of this document? What aspects are facts versus realities? Attendees will study some of the most and least popular aspects of this source.

1:15 - 2:15 PM
Continuing Education

What MSP Professionals Need to Know (Ethics)

Panelists: Lavonya Chapman, Medicare Secondary Payer Compliance Counsel, Optum Solutions; Monica Williams, RN, CCM, CRRN, LNC, MSCC, CMSP, CNLCP, Manager, Medicare Compliance, Innovative Claims Strategies

Ethics take top billing in this informative session. Attendees will hear specific examples of behavior and activities that constitute ethical conduct in MSP practice.

2:15 - 3:15 PM
Continuing Education

Due Process in MSP

Panelists: Brian MacAllister, AIC, MSCC, CMSP-F, Director, Conditional Payment Unit, Liberty Mutual Insurance

This offering will describe the rights of primary payers and Beneficiaries alike, delving into available remedies. A practical examination of appellate processes will shed light on the balance between law and interested parties to settlement.

3:15 - 3:45 PM

Grab a snack and Visit with Colleagues

Take a final stroll through the Exhibit Hall!

3:45 - 4:45 PM
Continuing Education


Panelists: Beth Hostetler, RN, BSN, Director of Medicare Services, Corporate Risk Management, Albertsons Companies; John Kane, AIC, MSCC, CMSP-F, Medicare Program Director, Liberty Mutual Insurance; Suzanne Novack, MD, PhD, President, Austin Outcomes Research; Fran Provenzano, RN, BSN, CDMS, CCM, CLCP, MSCC, President, MSA Specialists

Medicare Secondary Payer processes are ever evolving. This session begs the question, “What Features Could Make MSP More Effective?” Presenters will dig into their collective trove of enhancements and discuss ways to improve MSP practice.

4:45 - 5:45 PM
Continuing Education

CMS Fireside Chat

Panelists: John Albert, Sr. Technical Advisory, Division of Medicare Secondary Payer Operations, Office of Financial Management, CMS; Jacqueline Cipa, Medicare Secondary Payer Operations Team Lead, Division of Medicare Secondary Payer Operations, CMS; Steve Forry, Directory of Division of Medicare Secondary Payer Program Operations, CMS; John Jenkins, Health Insurance Specialist, CMS; Ciara Koba, Esq., Partner, Gordon & Rees;

An intimate discussion with Agency Officials concludes the conference. Attendees will gain unique insights by hearing directly from the Agency about pressing MSP matters. A summary of NAMSAP initiatives and key points arising from the Conference will be subjects of discourse.

5:45 - 6:00 PM

Conference Send-Off and Prize Announcements

Leaderboard sponsored by Franco Signor!




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