Thursday, October 8, 2020: Results, Finance


Riedman Training and Conference Center, Building C, 100 Kings Hwy S., Rochester, NY 14617

Hosted by:

Rochester Regional Health

Today's Agenda

In this session we will:

1. Describe and discuss the state of the economy, both nationally and locally

2. Describe and explore current financial challenges, changes and their implications to profitability

3. Describe and discuss the Hydraulics of Healthcare to determine how changes in one element of the healthcare value chain impacts that entire chain and the patient

7:45-8:30 Breakfast

8:30-9:00 Welcome and Introductions
Linda Becker, President and Founder, NorthStar Network

9:00-10:30 State of the Economy in the US, Western NY and Healthcare
Gary D. Keith, Vice President and Regional Economist, M&T Bank

10:30-10:45 Break

10:45-12:30 Panel Discussion - The Hydraulics of Healthcare: Facilitated by Gerald Archibald, CPA, FHFMA, CMCP, Partner, The Bonadio Group. Panelists include representatives of these organizations:

- Adam P. Anolik, Chief Financial Officer and Associate Vice-President, University of Rochester Medical Center
- Thomas Crilly, Chief Financial Officer and Executive Vice President, Rochester Regional Health
- Chris Gorecki, Executive Vice President and Chief Financial Officer, Excellus BlueCross BlueShield
- Lisa Marcello, Executive Vice President/Chief Financial Officer, Episcopal SeniorLife
- Efrain Rivera, Senior Vice President, Chief Financial Officer, and Treasurer, Paychex, Inc.
- Carol Tegas, Executive Director, Finger Lakes Performing Provider System (FLPPS)

12:30-1:00 Lunch and Networking

1:00-2:30 Team Presentations
Lisa Smith, Consultant, NorthStar Network

2:30-2:45 Break

2:45-4:00 Team Presentations
Lisa Smith, Consultant, NorthStar Network

4:00-4:15 Wrap up
Lisa Smith, Consultant, NorthStar Network


*CPE Credits Available for this Session

Sponsor Name and Numbers

Bonadio & Co., LLP- NASBA Sponsor # 112853

Course Title

Healthcare Business Academy Fellowship Program

Course Learning Objectives

After this course you will:

- Understand the State of the Economy

- Understand the impact of the Hydraulics of Healthcare & the implications to creating a sustainable financial model

- This session will take an in-depth look at the new requirements of organizational leaders; human performance and effectively
managing finance

Program level



Basic understanding of finance

Demonstrated interest in healthcare

2 years of experienced in the specific field

Advanced Preparation

No advanced preparation is required

Instructional Delivery Method

Group Live

Recommended CPE Credits

3.5 in the field of Specialized Knowledge and Applications

Course Registration Requirements

To register for the conference, please go to:

Refund/Cancellation Policy

If a program must be canceled, Bonadio will notify all registered participants as soon as cancellation is known by emailing the address registered. Bonadio will also put a notice of cancellation on its website for courses offered to outside participants. If the program is canceled, a full refund will be issued. If a participant cancels within a reasonable amount of time before a program (more than 24 hours), a full refund will be issued.

Complaint Policy

For each program, Bonadio & Co., LLP will provide the contact information for the presenters and reviewers and communicate that all questions, concerns, or complaints be directed here. Bonadio & Co., LLP will reply to all such communications in a timely fashion. For more information regarding administrative policies such as complaint and refund, please contact our Professional Excellence Division at (585) 249-2762.

NASBA Statement

Bonadio & Co., LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: