Annual FMA Conference

Event Date: May 3, 2017 to May 5, 2017
Event Time: all day

Cooperstown, NY2017 FMA Conference Registration information



9:00-10:15AM SESSION 1

  1. Avoiding Litigation & Fiduciary Pitfalls

Peter Marigiotta & John Jezsu / Strategic Benefit Services

  1. What OMIG Looks for in a Compliance Program Review

Matthew Babcock & Joshua Ives / Bureau of Compliance

  1. Understanding the NY Paid Family Leave Law

Peter Godfrey, John Godwin, & Emina Poricanin /

Hodgson Russ

10:30-11:45AM SESSION 2

  1. How to Prepare for the Latest Nonprofit Industry Challenges

Matthew Becker, Jeremy Meisel & Michael Klingele / BDO USA

  1. Managing the “Unmanageable” in an OPWDD Environment

Erik Geizer/ NYSARC, Inc & Robert Hussar/ Barclay Damon

  1. Protecting Your Balance Sheet: Responding to Regulatory Risk

Jennifer Wallace / Key Insurance

  1. Six Stigma DeMystified ! (A Person Centered Approach)

Ralph Jeswald / Dopkins & Company


1:15-2:30PM SESSION 3 Update from the Department of Health

Donna Cater & Janet Baggetta / NYS DOH

2:45-4:00PM SESSION 4

  1. Fiduciary Rule: In or Out? What Does This Mean for My Retirement Plan?

Philip DeAngelo, Charles Yarnold & Jesse Frehling /

Focused Wealth Management

  1. Generational Diversity Awareness – A Key to Shaping Your Agency’s Future

Ralph Jeswald & Sarah Hedges / Dopkins & Co.

  1. Cost Allocations, Rate Rationalization, Template / Priority One Individuals & More

Gerald Archibald, Nancy Snyder, Terrence Phillips, Bettina Lipphardt, Robert Urban & Mark Waterstram / The Bonadio Group

  1. Nonprofit Accounting: A Year of Change…A Shift in Accounting & Reporting

David Rottkamp / Grassi & Co.


4:15-5:30PM SESSION 5

  1. Surviving Your DOL Audit

Lisa Allen / Relph Benefit Advisors

  1. Understanding NYS Paid Family Leave &

The Risks of Cyber Liability

Dave Sebastianelli, Patrick Nichols & John Condon / Brown & Brown Insurance

  1. Applications & Dashboards for Waiver Services Financial Records Tracking

Dr. Mark Green / Janus Systems & Denise Bienko and Susan Mancuso / People, Inc.

  1. Inquiring Minds Want to Know

Al Kaplan & Amy West/AHRC NYC, Panel TBA


6:00-7:00PM Focused Wealth Management’s Welcome Reception at the Baseball Hall of Fame 7:15PM Key Bank’s Dinner Celebration & FMA Awards

9:15PM Coffee, Cordials & Karaoke Sponsored by Dopkins & Company



9:00-10:15AM SESSION 6

  1. State of the Not-for-Profit Sector 2017

Matthew Lerner / Grant Thornton LLP

  1. Managed Care Readiness Strategies

Steven Herbst / Loeb & Troper

  1. Budgeting: Accounting vs. Accountability

Matt Huefner / Dopkins & Company

  1. Next Exit: The Future

Robert Relph, Tom Burgess & Mark Pulinski / Relph Benefit Advisors

10:30-11:45AM SESSION 7

  1. Strategies for Rate Rationalization

Brian O’Reilly/Loeb & Troper

  1. The Future of the Affordable Care act Under the New Administration

Daniel Colacino / Rose & Kiernan

  1. Financial Projections for Integrated Care for Behavioral Health & Substance Abuse

Joseph Tomaino, Stephanie Fiedler/ Grassi & Co.

  1. Pointers & Pitfalls in Preparing for and Resolving OSC, OPWDD & OMIG Audits

Jane Ryan, Robert Hussar / Barclay Damon

12:00-1:00PM LUNCH

1:15-2:30PM SESSION 8 Update from NYS OPWDD

Joanne Howard/ NYS OPWDD

2:45-4:00PM SESSION 9

  1. Transformation Panel, CCOs, & Future Managed Care Models and Timeline

Gerald Archibald & Terrence Phillips / The Bonadio Group

  1. Cyber Security Game

Eric Gorman / Integrated Enterprise Solutions, Inc.

  1. Impact Your Financial Bottom Line: Navigate OSHA Compliance & Avoid Fines

Katy Pagano & Irene Jones / Marshall & Sterling

  1. GAAP Update

Ellen Labita, Gordon Siess, Patrick Yu / Baker Tilly

4:15-5:30PM SESSION 10

  1. How is the IRS Using the Form 990 as an Audit Mining Tool

Scott Thompsett / Grant Thornton LLP

  1. NY Justice Center: Evolving Challenges & Practical Tips for Providers

Robert Hussar/Barclay Damon & Erik Geizer/NYSARC, Inc.

  1. Understanding the Financial Aspects of Health Benefits

Peter Abitanto / Brown & Brown of New York

  1. The Financial & Safety Impact of Keeping Fleet Vehicles Too Long

David Guthaim & Jacob Garth / Enterprise Fleet Management


6:00PM Relph Benefit Advisors Vendor Trade Show with Dinner & Dessert Reception

9:00PM FMA Networking in the Templeton Lounge Sponsored by Rose & Kiernan Insurance


9:15-10:30AM SESSION 11

  1. Top Audit Activity Findings: Finance, Compliance, Medicaid Documentation

June Crawford, Paul Mayer & Terrence Phillips / The Bonadio Group

  1. Don’t Get Burned – Thomas DiNapoli, NYS Comptroller, Presents His Fraud Detection & Prevention Training Program

Stephon Pereyra & Daneil Rossi/NYS OSC



CPE Credits will be available for all sessions. This schedule is subject to change.