Planning & Preparing for a 638 Healthcare Transition

Summary

In this second webinar of our 638 Healthcare Transition series, our team of experts will focus on the planning and preparation needed to set the process in motion.

Their discussion will include community engagement, governance structure, strategic planning, project management, and when to rely on internal vs. external expertise. They will also share proven ideas, resources and tools that have worked well for REDW’s clients in the past.

AGENDA

  • Feasibility study
  • Strategic planning
  • Negotiation process and package
  • Operational transition preparedness
  • Identify whether internal or external expertise is needed
  • Frequently Asked Questions
  • Needs assessment
  • We have the keys to the building. Now what?

Related Resources

Other Webinars in the Series

Date Webinar
March 20, 2018 Funding Your 638 Healthcare Transition
May 8, 2018 A 638 Healthcare Transition Case Study
July 17, 2018 The Business of a 638 Healthcare Transition

Our Speakers

Tal Moore Tal Moore, THRP
Principal, REDW LLC

Tal is known throughout Indian Country as a skilled consultant and facilitator specializing in Organizational Development. For over 25 years, he has provided his Human Resources (HR) management expertise primarily to tribal governments and their enterprises—including five years as Chief Administrative Officer for Fort Defiance Indian Hospital during the organization’s IHS 93-638 transition to Self Governance. He was also elected to three two-year terms as President of the National Native American Human Resource Association (NNAHRA), where he is currently serving as Interim Director following his final term.

Corrine Wilson Corrine Wilson, CPA
Principal, REDW LLC

Corrine is a seasoned auditor, trainer and consultant who has dedicated her professional career to serving Native American Tribes. Her combined experience in public accounting and working within tribal organizations–including three years as CFO of a large tribal healthcare corporation–gives her unique insight as a proactive advisor to tribes in transition. Nationally recognized as an expert in tribal government financial management, Corrine served as a board member of the Native American Finance Officers Association (NAFOA) and was a key contributor to its 2017 Tribal Financial Reporting Guide (the Orange Book). She also serves as a lead instructor for the Tribal Financial Managers Certificate Program through Arizona State University’s American Indian Policy Institute.

Steve Cogan Steve Cogan, CPA
Managing Principal, REDW LLC

With more than 25 years’ experience in public accounting, Steve serves a wide variety of clients, including tribes and tribal enterprises and hospitals, clinics, physician groups, and other healthcare providers. He has led the policy & procedures, procurement, and board development components of several 638 Healthcare Transitions, and finds that thoughtful consideration of the governance and leadership structure has significant impact on transition success and on improving patient care.

Lisa Wilcox Lisa Wilcox, SHRM-SCP, SPHR, CEBS, CCP, CMS, RPA, THRP
Principal, REDW LLC

Lisa has worked in the area of human resources consulting, and compensation planning and retirement plan consulting for most of her 34-year career with REDW. Her experience covers a broad spectrum of technical topics, ranging from compensation programs and human resources consulting, to provisions of the Affordable Care Act, behavioral assessments and recruiting. She has also served as the onsite HR Director and Chief Human Resources Officer during some of the firm’s larger 638 healthcare transitions. Lisa is a certified Tribal Human Resources Professional (THRP), having received special training from the National Native American Human Resources Association in HR topics, issues, laws and regulations unique to tribal organizations and enterprises.