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Consultants' Training Institute

Benchmark training and certification in the accounting and financial consulting profession’s hottest growth niches.

Healthcare Valuation and Consulting Workshop
Co-Sponsored by the National Association of Certified Valuators and Analysts™

Whether you are valuing medical practices or consulting with them, the medical practice arena represents a constantly changing dynamic with unique challenges that must be understood to effectively perform in either the valuator or consulting role.  The completely revised Healthcare Valuation and Consulting Workshop introduces attendees to the primary value drivers at the practice level with a focus upon the regulatory constraints that dictate the forms of transactions that are deemed permissible for practitioners in the healthcare community to enter into.  The four-day program addresses the unique dynamics of acute care healthcare business arrangements and the operation principles of medical practices and how to cope with today’s challenging healthcare industry.
Day 1: Understanding the Regulatory Environment of Healthcare Reimbursements and Forms of Healthcare Reimbursement
Part 1: Understanding the Regulatory Environment of Healthcare Reimbursements
This presentation will describe the legal requirements under the Anti-Kickback Statute, Stark Law, False Claims Act, compliance program requirements, and the U.S. Sentencing Guidelines.

Learning Objectives:
After completing this course, attendees will be able to:

  • Articulate the requirements under the general fraud and abuse laws, including the Anti-Kickback Statute, Stark Law, False Claims Act, and U.S. Sentencing Guidelines
  • Identify the risks under fraud and abuse laws
  • Differentiate between the requirements under each applicable fraud and abuse law and determine which fraud abuse laws apply to a compensation arrangement between referral sources

Part 2: Forms of Healthcare Reimbursement
The way in which a healthcare entity is reimbursed varies depending on the type of entity.  For example, certain entities are paid based on how many procedures are performed, while others are based on the number of patients the entity is responsible for providing service to, how long procedures last, or how many days the patient was under the care of the entity.  The focus will be on reimbursement for physician services with a high-level overview of reimbursement for other types of providers.

Learning Objectives:
After completing this course, attendees will be able to:

  • Identify how healthcare providers are reimbursed for their services
  • Select the inputs to the reimbursement data and the use of this data for compensation planning and benchmarking analysis
  • Summarize how to convert the data underlying Medicare reimbursement data and other publicly reported Medicare data to benchmark company operations

Day 2: Provider Organizational Structures, Performance Metrics, and Benchmarking
This first part of this course will lead attendees through a fundamental discussion of physician professional service arrangements, the key factors influencing value, and practical techniques for assessing the fair market value of physician compensation within these arrangements.  The course will also study basic compensation structures.  The second part of this course will provide an in-depth review of data sources available for benchmarking physician compensation and determining Fair Market Value (FMV).  Attendees will explore how to address the strengths, weaknesses, and biases of the different data sources as part of valuation studies.

Learning Objectives:
After completing this course, attendees will be able to:

  • Describe the primary forms of physician professional service arrangements
  • Identify the sources of value within professional service arrangements
  • Assess compensation methodologies under different types of professional service arrangements
  • Summarize the primary sources of physician compensation data and benchmarks
  • Navigate the primary physician compensation data sources and critique the reliability of the data for valuation purposes
  • Construct basic models to estimate FMV physician compensation using various published data sources

Day 3: Understanding, Structuring, and Valuing Physician Compensation Arrangements

Day 3 of the Workshop focuses on applying the material covered in the first two days of the Workshop in practical examples and case studies.  Examples and cases will require the attendees to work through valuation issues that involve regulatory, reimbursement, scope of service, and data issues.  Topics for both business and compensation valuation will be addressed.  A session on writing reports for compensation valuations will also be covered.

Learning Objectives:
After completing this course, attendees will be able to:

  • Identify regulatory issues that can affect the selection and application of valuation methods in healthcare appraisal assignments
  • Evaluate revenue cycle issues and project revenues appropriately in the valuation process
  • Analyze the fundamental economics of healthcare entities and physician compensation arrangements
  • Appraise physician compensation arrangements using the framework of the Cost, Market, and Income Approaches
  • Assess the relevance and applicability of market data sources and valuation methods for use in valuing compensation arrangements
  • Implement best practices in preparing compensation valuation reports

Day 4: Advanced Topics and Healthcare Valuation Forum

Day 4 is a rare opportunity to delve into the most relevant and pressing healthcare valuation issues.  This course is for practitioners who are facing the most challenging healthcare valuation problems.  It is a lively and interactive course moderated by healthcare valuation experts.  This is a highly participatory course for seasoned healthcare valuation consultants.  It is a unique opportunity for attendees to engage, discuss, debate, ponder, and evoke thoughtful dialogue with their peers.  It will afford the opportunity to discover and discuss with other talented professionals how they are handling challenging problems in the field.  Regardless of whether it is the latest court ruling, Stark violation, conundrums, or other timely topic, such as the valuation of intangibles when there is no going concern value, it is up for discussion and critique.  Although this course is designed with advanced practitioners in mind, it may also be helpful for less-experienced attendees to listen, ask questions, and watch how veteran consultants confront and analyze complex healthcare valuation topics.

Learning Objectives:
After completing this course, attendees will be able to:

  • Debate the pros and cons of differing methodologies and approaches to healthcare valuations
  • Articulate some of the overriding national healthcare policies and most applicable healthcare rules
  • Demonstrate an understanding of the challenging and complex issues related to healthcare consulting and valuations
  • Identify facts and arguments related to various watershed court cases
  • Apply a well-structured process to complex healthcare valuation issues

Who Should Attend

CEOs, CFOs, attorneys, accountants, and other practitioners who are involved with financial arrangements between referral sources, including financial arrangements between referring physicians, hospitals, and other medical providers.


The Healthcare Valuation and Consulting Workshop faculty includes Curtis Bernstein, CPA, ABV, CVA, ASA; Chris Carnahan, CPA, CVA; Cindy Collier, CVA, CPA, ABV, MHA, MSA, CMPE, CPHIT, CFF; Gabriel Imperato; J. David Robeson, ASA (candidate); Richard Romero, CVA, MBA, CHFP, PAHM; Tim Smith, CPA, ABV; Daniel Stech, MBA, CMPE; and Robert Wade, JD.

Where and When



Early Registration
Discounts and Deadlines
10% 5%
November 15–18, 2015 San Diego, CA 6/30/15 7/31/15
December 6–9, 2015 Ft. Lauderdale, FL 10/31/15 11/30/15

Click here for a list of hotel locations, room rates and reservation information.

Pricing (Before Early Registration Discount) Non-Member Member
Four-day Workshop $2,400 $2,160
Individual Days $600 $540

Register Now
To register: print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA); or complete the Registration Form and e-mail to info@theCTI.com; or call Member Services: (800) 677-2009. Click here for the Registration Form.
Cancellation Policy
There is no charge to reschedule your training. Cancellations received in writing two weeks prior to the first day of the seminar will be eligible for a prompt refund. A $100 administration fee will be charged for three or more days’ registration at a Consultants’ Training Institute and $50 for all other seminar registrations. If requesting a “refund,” any credit vouchers and or Pacesetter Points® applied to the original purchase will be forfeited. Cancellations received less than two weeks prior to the first day of the scheduled event (and no-shows) will be issued, upon request, a credit which may be used toward a Consultants’ Training Institute seminar, conference, self-study course, or product sold by NACVA. If requesting a “credit,” any credit vouchers and/or Pacesetter Points applied to the original purchase will be added back to the purchaser’s account for future use. There are no exceptions to this policy.

For information regarding administrative policies such as complaints and refunds, call our director of Member Services: (801) 486-0600.

Refund Policy for Airfare
CPE Hours
Delivery Method Group-Live
Program Level Overview
Advanced Preparation None
Prerequisites None
Fields of Study Business Law 1
  Business Management and Organization 4
  Finance 3
  Management Advisory Services 2
  Regulatory Ethics 1
  Specialized Knowledge and Applications 21
Total CPE Hours   32

For more information regarding CPE, Program Levels and Fields of Study please click here.

NASBA Sponsorship
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional 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: www.learningmarket.org.



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