In a rapidly shifting health care and private equity landscape, where market dynamics are constantly evolving, harnessing these changes is key to driving success, maximizing return on investment and boosting value. The second event in our Virtual Health Care Day series will explore strategies for optimizing deal dynamics, including due diligence, integration and deal structuring, to ensure successful outcomes in a competitive market.
Event details
Date and time
Thursday, November 21, 2024
Available on-demand
Intended audience
Health care and private equity professionals
Duration
Up to five hours live and on-demand
CPE credits
Up to five CPE credits
Fee
Complimentary
Event overview
Beyond diligence: Key post-close considerations in health care transactions
Nov. 21, 2024, 1–2 p.m. EST
One CPE credit available for eligible live participants
Watch nowThe health care sector deal environment is complex. From culture fit and regulatory compliance to challenges related to data security and revenue cycle, evaluating a multitude of considerations and making it all work in an optimal way is essential to a successful transaction. A one-size-fits-all M&A checklist doesn’t work for most deals in health care. In this session, we touch on the pitfalls, issues and opportunities to ensure a seamless transition that preserves quality of care and organizational growth.
Learning objectives
By the end of this session participants will be able to:- Identify key factors beyond diligence that affect health care transactions and post-close success
- Describe how to navigate regulatory, cultural and data security challenges during health care integrations
- Create strategies to ensure smooth transitions while maintaining quality of care and supporting organizational growth
Keynote speakers
Jennifer Busse | Principal Management Consulting | Integration and Separation Advisory | RSM US
Scott Becker | Founder and publisher | Becker’s Healthcare & Partner | McGuire Woods
Jessica Cox | VP-Central Operations & Growth | Sight360
Margo Kidd | AVP of Information Systems | Discovery Senior Living
Shayan Masoudpour | Managing Director | Bow River Capital
Building a resilient cyber program to safeguard against the ripple effects of data security failures in health care
On-demand
One CPE credit available for eligible participants
Watch nowData security is crucial for health care organizations, and ongoing infrastructure enhancements and innovation are equally important. During health care transactions, it's essential to evaluate data protection measures and ensure the long-term sustainability of cybersecurity efforts. In this session, we explore how organizations can assess and enhance the sustainability of cybersecurity programs. We will also explore key considerations for addressing technology infrastructure, innovation capabilities and long-term resilience against evolving cyberthreats.
Learning objectives
By the end of this session, participants will be able to:- Describe how to evaluate and strengthen a health care portfolio company’s data protection and cybersecurity measures during the acquisition process
- Identify key strategies for ensuring technology infrastructure innovations are aligned with sustainable cybersecurity practices
- Illustrate how to build long-term, resilient cyber programs that adapt to evolving threats and ensure ongoing protection post-acquisition
Presenters
Dave Collins | Cyber Risk Strategy | RSM US
Sagar Patil | Cyber Due Diligence | RSM US
Deal analytics versus the deal assumptions in health care
On-demand
One CPE credit available for eligible participants
Watch nowAnalytics are crucial for evaluating health care deals. This session explores how data-driven insights can rigorously pressure test the foundational assumptions of your deal thesis. We examine real-world scenarios, such as the impact of the No Surprises Act and arbitration on expected reimbursements, as well as member retention for Medicare Advantage Organizations (MAOs) based on cohort and plan benefit design.
Learning objectives
By the end of this session, participants will be able to:- Provide an overview deal analytics and how it aids health care M&A dealmakers
- Summarize the No Surprises Act and explain how analytics can help assess the impact of this and other regulatory or competitive changes
- Discuss retention analytics and its importance for diverse members of the HC ecosystem, such as health tech and risk-bearing provider groups
Presenters
Abay Zhunussov | Principal, Deal Analytics | RSM US
Evan Moore | Director, Deal Analytics | RSM US
Exploring tax trends and laws affecting health care
On-demand
One CPE credit available for eligible participants
Watch nowUnderstand the latest tax law changes affecting the health care industry. In this session, we discuss common transactional issues specific to the health care industry and explore the intersection between industry trends and taxes. You'll gain valuable insights into navigating the complexities of the changing tax landscape and optimizing your tax position.
Learning objectives:
- Learn about new tax legislation.
- Understand the impact of tax legislation on your organization.
- Identify the intersection between industry trends and taxes.
Session speakers
- Rebekuh Eley | Health Care NFP Tax Leader | RSM US, LLP
- Parr Thomson | Health Care For-Profit Tax Leader | RSM US, LLP
- Morgan Souza | Senior Manager – Exempt Organizations and Philanthropy, Washington National Tax
- Sara Neff | Health Care M&A Tax Leader | RSM US, LLP
- Adam Gosiewski | Tax Senior Manager – Credits, Incentives, & Methods
Navigating audit and accounting trends in health care
On-demand
One CPE credit available for eligible participants
Watch nowStay at the forefront of accounting and auditing developments in the health care industry. Our expert speakers offer a comprehensive overview of the latest updates from the Financial Accounting Standards Board (FASB) and the Governmental Accounting Standards Board (GASB). Explore how these changes may affect your annual financial statement audits. Additionally, we'll delve into emerging trends in health care accounting, equipping you and your teams with the knowledge to enhance your organization’s financial performance.
Learning objectives:
- Identify recent accounting and auditing matters that will affect your organization.
- Apply recent FASB and GASB (yellow book) updates to your financial statements.
- Understand the latest trends in health care accounting.
Session speakers
- Karen Pinkstaff | National Health Care Audit Leader | RSM US, LLP
- Nick Ward | Health Care Audit Policy Leader | RSM US, LLP
- Jeremy Zabel | Health Care Audit Partner | RSM US, LLP
CPE credits
CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available.
On-demand webcasts from this event may qualify for up to five CPE credits. To qualify, participants must log in to the webcast and provide their first name, last name and email address. Participants must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. Certificates will be available for download immediately following the session. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us. RSM US LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Production auditing, taxes, specialized knowledge
CPE: 1.0 credits per webcast
Event details
Date and time
Thursday, November 21, 2024
Available on-demand
Intended audience
Health care and private equity professionals
Duration
Up to five hours live and on-demand
CPE credits
Up to five CPE credits
Fee
Complimentary
New format. Same leading insights.
The NEW Virtual Health Care Day Series!
Attend four dynamic events spread throughout the year, each designed to dive deep into critical health care challenges and innovations. Up to 15 CPEs will be available throughout the year. Will be available throughout the year.
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