Agenda
View the 2023 Brochure PDF
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Day 1 — Main Conference
November 2, 2023
Registration and Continental Breakfast Served
In Conversation with HHS-OIG: Identifying FWA Risk areas for MA Plans and Opportunities to Improve Compliance

Carolyn KapustijSenior AdvisorHHS Office of Inspector General
Join Carolyn Kapustij, Senior Advisor, HHS Office of Inspector General for a focused presentation– on the risks being identified, and targeted by the OIG—followed by an interactive Q&A.
In this session hear directly from the HHS-OIG on:
- Examining top priorities for 2024
- Identifying emerging areas of risk for MAOs
- Applying key takeaways from recent audits

Melissa WongPartnerHolland & Knight LLP

Kathleen Dixon JaquishCounselBlueCross BlueShield of Tennessee, Inc.
CMS will publish the first 10 Medicare drugs selected under the Medicare Drug Price Negotiation Program established in the Inflation Reduction Act, this year. This workshop will provide an in-depth overview of what’s included in the IRA and how it will impact Part D plans moving forward. Delve into the regulations, mechanics and implementation challenges associated with:
- Key provisions in the Inflation Reduction Act including Medicare drug price negotiation program Part D Redesign: Medicare Part D brand name drug costs and spending caps
- Premium benchmark stabilization vs. actual Part D plan premiums
- Projecting the impact on overall plan costs Examining opportunities to mitigate the impact through formulary design and utilization management
- Part D “smoothing” of cost sharing and operational challenges
Morning Coffee Break

Teresa MasonMember of the FirmEpstein Becker & Green P.C.

Kanika SaborManaging DirectorAnkura
- Understanding what the latest changes to the RADV model mean for MA plans
- Overview of the 2023 program audit process and critical steps for audit preparation
- Establishing legal and compliance obligations
- Utilizing data analytics to pinpoint compliance gaps
- Rectifying errors with a corrective action plan

Elizabeth LippincottManaging MemberStrategic Health Law

Anne CrawfordSenior Vice President, Compliance SolutionsATTAC Consulting Group (ACG)
Growing concerns over delays and denials of medical treatment have prompted reforms to MAO prior authorization practices.
CMS 2024 policy and technical changes are intended to streamline the process and increase transparency of the metrics being used by plans in for coverage determinations.
This session will cover notable changes, legal and business considerations for MAOs including:
- Overview of new limits on prior authorization use
- Coverage determination rules
- CMS Two Midnight Rule for inpatient services
- Ensuring plan policies comply with LCDS/NCDs
- Examining the current and future state of gold carding laws and plan programs
- Creating a utilization management committee
Networking Luncheon
Special Focus on Enforcement in Medicare Advantage
Emerging Enforcement and Investigation Trends in Medicare Advantage

Lindsey B. FetzerPartnerBass, Berry & Sims

Julie NielsenManaging DirectorBerkeley Research Group LLC
- Assessing the current enforcement landscape for Medicare Advantage plans
- Top takeaways from recent FCA cases involving Medicare Advantage plans
- Latest Qui Tam whistleblower claims
- Tracking trends in the types of fraud targeted in these cases, including falsified diagnoses, unnecessary treatment, and upcoding
- Anticipating future FCA activity in Medicare Advantage
- Identifying opportunities to strengthen compliance, and training to avoid litigation and regulatory scrutiny as an MAO

Kelly KappesSenior Associate General CounselElevance Health

Benjamin SingerPartnerO’Melveny & Myers LLP

Lori Frey WellsStaff Vice President, Medicare ComplianceElevance Health
This session will provide an overview of key strategies and lessons for MAOs conducting internal investigations. Key topics include:
- Exploring strategies for identifying possible instances of non-compliance
- Utilizing best practices for in-house investigations and identifying when to engage outside counsel
- Protecting the privilege – key developments in case law affecting privilege considerations
- Best practices for avoiding waiver pitfalls
- Examining complexities impacting MAOs (e.g., joint defense agreements and disclosure to third parties)
Afternoon Networking and Refreshment Break

Cherié K ShortridgeSenior AdvisorHealthmine
- Examining the latest MA and Star Ratings program changes
- Technical updates from the Rate Announcement and Final Rule
- Understanding the impact of health equity measures
- Exploring industry developments impacting Star Ratings success

Erin WesslingSVP and Chief Counsel, Commercial, Government Business and LitigationCigna

Tara DwyerMemberMintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
- How to manage certain services provided to beneficiaries now that the PHE has ended
- Identifying what plans can do as we emerge from the pandemic to ensure data accuracy and overall compliance
- Assessing how the addition of telehealth diagnoses codes will impact the business and risk adjustment programs
Cocktail Reception Sponsored by BRG

Day 2 — Main Conference
November 3, 2023
Registration Opens and Continental Breakfast

Sibel Ozcelik, ML, MSActing Director, Division of Health Plan Innovation, Seamless Care Models GroupCMS Innovation Center
CMS is testing MA health plan innovations aimed reducing program costs and improving the quality of care being delivered to enrollees.
In Calendar Year (CY) 2024, the VBID Model will test flexibilities for select enrollees by offering certain supplemental benefits, including FDA-approved devices, disease state management programs, reductions in cost-sharing, Part C and D rewards and incentives programs, and a hospice benefit.
This session will examine how the model has been performing to date and the implications for plans and patients moving forward.
Payor-Provider Integration and Collaboration: Future Opportunities and Key Legal Risks for MAOs to Consider

Jennifer Kildea DewaneVice President & Counsel, Government Business DivisionElevance Health

Steven HamiltonPartnerReed Smith LLP
- Analyzing the different types of partnerships that are being formed between plans, providers and other entities
- Pinpointing legal risks and diligence considerations for MAOs
- Addressing legal risks with provider marketing and patient recruitment
- Fine-tuning MAO-provider contracts
- Addressing physician incentive plan requirements and limitations
- Assessing the impact on shared savings and other compensation arrangements on bids etc…
- Navigating AKS and relevant safe harbors
- Key considerations for the future integration and exclusive arrangements
Morning Coffee Break
Panel & Interactive Discussion
Perspectives on Change Management, Compliance and Business Best Practices for the New MA Landscape

Annie ShiehSr. Director of ComplianceBright Health Group

Ken Nuñez, MBA, CHCChief Compliance OfficerProvider Partners Management Services
- Sharing best practices to operationalize new requirements
- Communicating with regulators when guidance is unclear to obtain clarification of expectations
- Partnering with the business for successful compliance outcomes
Behavioral Health in Medicare Advantage: Improving Access to Services to Meet Strengthened Network Adequacy Requirements

Xavier BakerPrincipalGroom Law
- Ensuring adequate access to additional behavioral health specialty types
- Examining how telehealth can be used to meet requirements
- Establishing programs to close the equity gap
- Exploring prior authorization limitations
Networking Luncheon

Kevin FederPartnerO’Melveny & Myers LLP

Kathy RoeAttorney & Co-FounderHealth Law Consultancy
- Summarizing the promise and power of AI and algorithms for MAOs
- Examining Congressional concerns with AI and algorithm use by MAOs and their FDRs
- Reviewing litigant complaints about AI and algorithm use by or on behalf of MAOs and other payers
- Exploring Federal agency considerations for AI and algorithm use by MAOs and their FDRs
- Extracting insight from NAIC action on AI and algorithm use by insurance issuers
- Managing compliance risks from evolving AI and algorithm use by MAOs and their FDRs
Afternoon Networking and Refreshment Break
Avoiding Medicare Advantage Marketing Missteps: Top Takeaways from Real-World Examples and Best Practices for Third-Party Oversight

Jill Pepe MAPMP Health Plan Services Senior ConsultantBluePeak Advisors
- Reviewing the latest changes to marketing rules for the Medicare Advantage program
- Determining what should be included in materials and what is prohibited under the reformed regulations
- Developing third-party training and oversight program to ensure compliance with regulations and alignment with MAO expectations
- Using examples of marketing and communications materials to identify problematic language, and tactics
- Examining the current state of oversight and enforcement in marketing and how that may evolve
Planning for the Future of Integrated Care: Key Considerations for MAOs in an Evolving D-SNP Landscape

Mike CheekPresident and CEOSNP Alliance
A bipartisan group of Senators led by Bill Cassidy recently collected feedback on the coordination of care for dually eligible populations.
Draft legislation aimed at further integrating care for dual eligible populations is being circulated. This session will:
- Assess current barriers to integration
- Examine what is being proposed in the bipartisan legislation being proposed
- Anticipate potential operational considerations for MAOs
