October 11th – 14th, 2011 Albuquerque, New Mexico

www.MedicaidForEducation.org

Table of Contents Page

Welcome Letter……………………………………………………………………………………………….2 Conference Schedule-at-a-Glance…………………………………………….……………….3 Session Details, Descriptions, Objectives………………………..………………………. 9 Bios of Speakers………………………………………………………………………….……….......22 About NAME ………………………………………………………………………………………………..35

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Welcome from the President On behalf of NAME’s Board of Directors and Committee Chairpersons, I welcome you to the 9th Annual Conference of the National Alliance for Medicaid in Education (NAME, Inc.). Our Conference theme this year is: “Aspire to New Heights with Medicaid in Education”. We hope you enjoy your Conference experience with us in beautiful Albuquerque New Mexico. We are pleased with the program and hope you will aspire to learn, network and have fun during your stay in the Southwest. We hope those of you arriving early and who have registered for our “Academy” will enjoy this popular session. It has been designed for new participants and gives a broad overview of the intersection of Medicaid and Education through a sharing of federal regulations by knowledgeable veterans from state agencies and LEAs. The Academy is followed by “Innovations”, which is an opportunity for all attendees to come together and learn from one another about programs, practices, policies…in our states and school districts. Wednesday morning kicks off the first full day of our time together in a general session. After greetings by dignitaries from New Mexico, we will hear from nationally-known leaders in our field to kick off the Conference. Included in our program this year are more than a dozen breakout sessions and the popular Nugget sessions presented by our colleagues from around the country. Our hope is that you will learn about policies or programs you can bring back to your own states. The annual updates from our federal partners has a new look this year. Representatives from each agency— the Centers for Medicare and Medicaid Services (CMS) and the U.S. Department of Education’s Office of Special Education Programs (OSEP) and Office of Special Education and Rehabilitation Services (OSERS)—will provide separate general session presentations. The Conference Committee has planned social and networking events including a reception on Wednesday, a trolley tour of Albuquerque on Thursday, and our Annual business meeting with election results on Friday. We encourage you to take advantage of breaks between sessions and meal times to introduce yourself to other attendees and to catch up with old friends. Bids for the Charity fundraiser Silent Auction open on Wednesday and continue through Friday morning. The local charity selected this year is Martineztown House of Neighborly Service, which provides bilingual education and support to vulnerable children and families. We hope you bring items from your state for others to bid on, and that you bid often and high to support this wonderful local charity. I hope you enjoy your time in Albuquerque and have an opportunity to say hello and tell me about your connection to NAME. I look forward to seeing you in Rhode Island in 2012 for NAME’s 10th Annual Conference. Sincerely,

Denise Achin Denise Achin, NAME President

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Program-at-a-Glance Tuesday, October 11, 2011 Noon-6:00 pm

Registration

North Atrium

2:00 pm-5:30 pm

NAME Academy: Understanding Medicaid in Education Kay Dole (MN; Janet Lowe (MN); Nora Poisella (NC); Jane Reagan (MI)

Alvarado C

Noon-6:00 pm

Exhibit Set-Up

East Atrium

Noon-6:00 pm

Auction Items Drop-Off

North Atrium

6:30 pm–8:00 pm

Innovations

Alvarado A & B

Wednesday, October 12, 2011 7:30 am–5:00 pm

Registration

North Atrium

7:00 am-5:00 pm

Exhibits

East Atrium

7:00 am-5:00 pm

Charity Silent Auction

North Atrium

7:00 am-8:30 am

Breakfast

Alvarado D & E

8:30 am-9:30 am

General Session: Welcome Michelle Lyons-Brown, Immediate Past President & Conference Co-Chair (AK)

Alvarado D & E

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Invocation Chenoa Bah Stilwell-Jensen, Member of the Dine (Navajo) Nation (NM) Greetings from New Mexico:  Julie Weinberg, Medical Assistance Division Director, New Mexico Human Services Department  Michael Vallejo, Deputy Director, Special Education, NM Department of Education  Tito Madrid on Behalf of Albuquerque Mayor Richard J. Berry Conference Overview Michelle Lyons-Brown, Conference Co-Chair (AK) NAME Update Denise Achin, NAME President (RI) 9:30 am–10:30 am

General Session: Washington Update

Alvarado D & E

Bruce Hunter, Associate Executive DirectorAdvocacy, Policy and Communications, American Association of School Administrators (VA) John Hill, NAME, Chair of Government Affairs/Public Relations Committee (IN) 10:30 am–10:45 am

Morning Break

East Atrium

10:45 am-12:15 pm

Featured Speaker Quality of Children’s Health Care

Alvarado D & E

Dr. Jane McGrath, Professor of Pediatrics, University of New Mexico 12:15 pm-1:30 pm

Charity Luncheon: Martineztown House of Neighborly Service

1:30 pm-3:30 pm

NAME Nuggets

Alvarado D & E

Alvarado A Health Care Compliance for School-Based Medicaid Claiming - Larry Charny (NY) Elevate: Preparing for the Journey – Chuck Muirhead (CA)

Alvarado B

Heighten Your Knowledge and Be Prepared—A Quick Overview of Federal Audits - Patsy Crawford (MA); Bryan Hawkom (MA); Nancy Kuprewicz (NJ); Elaine Lerner (NJ)

Alvarado C

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Mining Documentation to Capture Medical Necessity and Related Progress - Carlynn Higbie (WI); Mark Smith (OH)

Alvarado F

Medicaid in Education: A Focus on Health Policy and Legislation - Brooke Denton (CA); Alicia Neumann (CA); Amanda Way (CA)

Alvarado G

Elevate Your Newsletter Skills - Susan Douglas (FL)

Alvarado H

The Importance of Clinical Notation in Audit Readiness – Chris Meroff (TX); Cindy Levesque (ID)

Turquoise Room

All About NAME—its New Face - Anysia Drumheller (CA); John Hill (IN)

Weavers Room

A Partnership That Works to Improve Health! Sarah Daugherty-Pineda (NM); Michael Gibson (NM); Chris O’Donnell (NM); Carol Pierce (NM)

Potters Room

3:30 pm-3:45 pm

Afternoon Break

East Atrium

3:45 pm-5:15 pm

Break Out Sessions: School Based Health Care Compliance Requirements Lawrence Charny (NY)

Alvarado A

Knock, Knock…Who’s There? The Office of the Inspector General. Sorry, no one is at home now. Charles Tyler (MD)

Alvarado B

Maximization of Medicaid Reimbursement Through Continuous Improvement - Michael Sausa (NY); Gloria Sullivan (NY)

Alvarado C

Alphabet Soup: EPSDT and IDEA…OMG, this is TGTBT!! - Anne Karasek (NC); Tammy Whitlock (VA)

Alvarado F

What Everyone Should Know About HIPAA 5010 and ICD-10 - Jack McCoy (NM); Siva Kakuturi (NY); Mark Pitcock (NM)

Alvarado G

Welcome Reception

Pavilion

5:15 pm-7:15 pm

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Thursday, October 13, 2011 7:30 am–5:00 pm

Registration

North Atrium

7:00 am-5:00 pm

Exhibits

East Atrium

7:00 am-5:00 pm

Charity Silent Auction

North Atrium

7:00 am-8:30 am

Breakfast

Alvarado D & E

8:30 am-10:00 am

Break Out Sessions Student Confidentiality: HIPAA and FERPA in the School Setting - Tia Campbell (VA)

Alvarado A

Reaching New Heights with Private Insurance Companies - Mary Hall (VA)

Alvarado B

Heighten Your Billing Program – Best Practices for Program Design and Compliance - Patsy Crawford (MA); Bryan Hawkom (MA); Nancy Kuprewicz (NJ); Elaine Lerner (NJ)

Alvarado C

Soaring Above the Progress Reporting Paradox Carlynn Higbie (WI); Lauren Holahan (NC); Mark Smith (OH)

Alvarado F

Program Integrity is Not a Lofty Ideal – It is Imperative - Lisa Carnes (IL); Isamu Fairbanks (IL); Rick Jacobs (IL); Andrew Joseph (IL)

Alvarado G

10:00 am-10:15 am

Morning Break

East Atrium

10:15 am-12:15 pm

General Session: Annual Federal Medicaid Update and Discussion From The Centers for Medicare and Medicaid Services (CMS): onsite - Sharon Brown (MD); Judi Wallace (MD) and remotely - Mary Cieslicki (MD); Jason Frandson (MD);

Alvarado D & E

12:15 pm-1:15 pm

Lunch

Alvarado D & E

1:15 pm-2:15 pm

Annual Federal Education Update and Discussion Representatives from the US Department of Education’s (DOE) Office of Special Education and Rehabilitative Services (OSERS) and the Office of Special Education Programs (OSEP)

Alvarado D & E

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2:15-2:30 pm

Afternoon Break

East Atrium

2:30 pm-4:00 pm

Break Out Sessions: The Cost Settlement Process—Heighten Your Perspective! - Kathy Cummins Merry (MI); Melinda Hollinshead (AZ); Michelle Simmons (CA)

Alvarado A

360 Degrees of Program Accountability - Ann Herrick (IL); Terryn Murphy (IL)

Alvarado B

Mission Possible: SBHCs as Patient-Centered Medical Homes – Michael Archuleta (NM); Michael Gibson (NM); Victor Lunsford (NM); Chris O’Donnell (NM); Carol Pierce (NM)

Alvarado C

EPSDT Funding: How to Get it, How to Use it Successfully and How to Keep it - Steven Kossor (PA)

Alvarado F

Meeting at the Summit: Medical Necessity in a Student-Centered, Educational World - Carlynn Higbie (WI); Lauren Holahan (NC); Laurie Ray (NC)

Alvarado G

4:00-5:00 pm

On Your Own

5:00 pm and 6:30 pm

The Best of Albuquerque Trolley Tour Preregistration and ticket purchase required. Spaces are still available but limited!! Purchase ticket through Regonline

5:00 pm

Dinner and Networking on Your Own

Hotel Lobby

Friday, October 14, 2011 7:30 am-1:00 pm

Registration

North Atrium

7:00 am-9:00 am

Silent Auction (Last Chance for Bidding)

North Atrium

7:00 am-8:00 am

Breakfast

Alvarado D & E

8:00 am-8:45 am

General Session: NAME Annual Membership Meeting and Election – President Denise Achin Presiding

Alvarado D & E

8:45 am-8:55 am

Morning Break

East Atrium

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8:55 am-10:25 am

Town Hall Meetings, with “New” Regions Region 1 Connecticut, Massachusetts, Maine, New Alvarado D & E Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Delaware, District of Columbia, Kentucky, Maryland, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia Region 2 Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, Oklahoma, Texas, Puerto Rico, US Virgin Islands, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, Ohio, and Wisconsin

Franciscan

Region 3 Arizona, Colorado, Kansas, Montana, Nebraska, New Mexico, North Dakota, South Dakota, Utah, Wyoming, Alaska, California, Hawaii, Idaho, Nevada, Oregon, and Washington

Alvarado G & H

10:25 – 10:35 am

Morning Break

East Atrium

10:35 -10:50 am

Silent Auction Winners Announced – Debbie Geer (CA)

Alvarado D & E

10:50 am - 11:50 am

Reaction to Town Hall Discussions Panel Discusses Issues, Fields Questions and Develops Action Plans

Alvarado D & E

11:50 am – 12:15 pm

Passing the Gavel / Call to Rhode Island and Closing Reflections Denise Achin, Outgoing President Jane Reagan, Incoming President

Alvarado D & E

12:45 pm-2:45 pm

Public Board Meeting

Fireplace Room

3:00 pm-5:00 pm

Long Range Planning Meeting (Leadership Team)

Fireplace Room

Saturday, October 15, 2011 8:00 am-4:00 pm

Strategic Planning Meeting (Leadership Team)

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Fireplace Room

Session Details Tuesday, October 11, 2011 NAME Academy: Understanding Medicaid in Education (2:00-5:30) If you are new to Medicaid in Education, this popular Pre-Conference feature is for you! It is broad in scope and packed with details while small enough to allow for meaningful discussions. You will gain a basic understanding about Medicaid and Special Education, including history and federal regulations. In addition, experienced presenters will share how best to integrate both worlds in a school setting. The Academy has much to offer new staff from State Agencies, LEAs, vendors and partner organizations who want to understand the unique nuances and relationships of these two federal programs and how it works locally. Objectives: Participants will be able to: 1) Describe at least three of the primary features of the Medicaid Program that are pertinent to all states in the country. 2) Explain at least three of the primary features of the federal IDEA law as it applies to Special Education programs in the country’s public schools. 3) Discuss three considerations for developing a school-based billing program. Location: Speakers:

Alvarado C Medicaid: Nora Poisella (NC) Special Education: Jane Reagan (MI) Integrating Medicaid and Education at the Local Level: Kay Dole (MN); Janet Lowe (MN)

Innovations (6:30-8:00 pm) Whether you are new to Medicaid in Education or a seasoned veteran, join us for this PreConference session that will be in an Open Forum format. We encourage you to come prepared to share, along with colleagues from across the country, your district’s or state’s best practices, innovations, big news, or other helpful information related to School-Based Medicaid programs. Objectives: Participants will be able to: 1) List at least three best practices identified by states, LEAs or vendors. 2) Discuss one innovation that may have potential to improve current programs or services in their work environment. 3) Describe at least five new concepts related to serving and/or funding services for children and youth with special needs. Location: Facilitator:

Alvarado A & B Michelle Lyons-Brown (AK), NAME Immediate Past President, Conference Co-Chair

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Wednesday, October 12, 2011 General Session Washington Update (9:30-10:30 am) Bruce Hunter will provide an update on the potential impact on schools, of the “Super Committee” that Congress recently formed as a part of the debt ceiling deal. NAME is a member of the coalition of collaborating partner organizations that is focused on educating Super Committee members about the positive impacts that the school-based Medicaid programs have on the educational and medical needs of our nation’s most vulnerable children. Bruce will report on the numerous activities of that coalition. He will also briefly review the progress or lack thereof of reauthorization of ESEA and some IDEA policy issues. John Hill will provide a report on the current status of the IDEA regulation 34 CFR § 300.154(d)(iv)(A), also known as the School-Based Medicaid parental consent regulation. Objectives: Participants will be able to: 1) Understand and be able to re-state the long term benefits and key talking points of the School-Based Medicaid program. 2) Provide at least three key points regarding why Parental Consent to access Medicaid should not be included in IDEA regulations 3) Initiate contact with, communicate and educate policy makers about at least two issues that are important to the Medicaid School-Based Medicaid program. Location: Speakers:

Alvarado D & E Bruce Hunter, Associate Executive Director-Advocacy, Policy and Communications, American Association of School Administrators John Hill, NAME, Chair of Government Affairs/Public Relations Committee

General Session Featured Speaker Quality of Children’s Health Care Dr. Jane McGrath’s passion for child and adolescent health, her work at the local, state and national levels on behalf of school health programs, and her current emphasis on quality of health care for children will all be woven in to her Opening Keynote Address. She will relate her experiences with and the importance of, collaborating with other partners to share and develop best practices, including cross-agency coordination, so that health care delivered to children and youth improves. She has recently obtained and is implementing a grant to help find the best methods for improving quality of health care for children and youth, that has interagency collaboration as a central feature. Dr. McGrath will relate one of her beliefs, that allocation of some dollars for school health care is a major factor that can improve outcomes. She will suggest that school-based health care can improve if we all work together, share information to understand the similarities and differences among our programs across the country. Objectives: Participants will be able to: 1) Provide two examples of measures of quality of health care for children 2) Describe the grant project that is seeking methods for improving quality of health care for children 3) Explain how and why mapping information and data occur when comparing different health

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Location: Alvarado D & E Speaker: Dr. Jane McGrath, Professor of Pediatrics, University of New Mexico

NAME Nuggets 1:30 – 3:30 pm Health Care Compliance for School-Based Medicaid Claiming Consider how a 2009 settlement between the Centers for Medicare and Medicaid Services (CMS) and NY Department of Health impacted schools in NY and how compliance requirements are required by new federal regulations that may soon influence how LEAs in your state approach Medicaid billing. This nugget is an introduction to a breakout session on the topic of Medicaid compliance in an education setting. Objectives: Participants will be able to: 1) Anticipate future requests from the Office of the Inspector General 2) Identify three areas where LEAs in your state may be at risk. Location: Speaker:

Alvarado A Larry Charny (NY)

Elevate: Preparing for the Journey If someone asked “What” you do, or “How” you do it, it would be fairly easy to answer. But what if someone asked you, “Why”. Why do you do what you do? When you and your followers are committed to the “Why”, the “What and How” fall into place. This session will focus on getting to the “Why”. Objectives: Participants will be able to: 1) Understand the “Why” behind “what” we do every day. 2) Develop strategies that help them implement the information learned from this NAME Conference. 3) Be inspired to a “Call to Action” that involves real action when returning to their organizations. Location: Alvarado B Speaker: Chuck Muirhead (CA)

Heighten Your Knowledge and Be Prepared—A Quick Overview of Federal Audits This session is the NUGGET-version of a full breakout scheduled Thursday morning. It will emphasize the importance of being prepared for audits and compliance with documentation and service requirements by highlighting results and key federal findings in various states so you can help prevent such errors in your program! Learn the key things Federal Auditors

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generally look for in Fee-For-Service and Medicaid Administrative Claiming programs, actual findings across multiple states, and state and local responses to the findings. Objectives: Participants will be able to: 1) Understand major past and current audit findings and their impact on your compliance practices. 2) Learn how to prepare for and work through Federal audits. Location: Speakers:

Alvarado C Patsy Crawford (MA); Bryan Hawkom (MA); Nancy Kuprewicz (NJ); Elaine Lerner (NJ)

Mining Documentation to Capture Medical Necessity and Related Progress Learn how to communicate therapeutic concepts in an education system when writing IEPs, plans of care and tracking progress. This nugget is an introduction to a breakout session on this topic. Objectives: Participants will be able to: 1) Understand why it is important to have a documentation methodology. 2) Know what aspects to consider for acceptable documentation practices. 3) Discuss Medicaid audit findings from one state. Location: Speakers:

Alvarado F Carlynn Higbie (WI); Mark Smith (OH)

Medicaid in Education: A Focus on Health Policy and Legislation Get a snapshot of the current landscape for school-based Medicaid. This is a high-level overview of the past year's major federal policy initiatives that affect school-based Medicaid programs. Topics will include specific CMS regulations and federal legislation (including Health Reform). Objectives: Participants will be able to: 1) Discuss policy, why it matters and how it is implemented. 2) Review regulatory and legislative policy changes from the past year. 3) Summarize opportunities associated with the ACA (Health Reform). 4) Exchange information on how to get involved and how to stay current. Location: Alvarado G Speakers: Brooke Denton (CA); Alicia Neumann (CA); Amanda Way (CA)

Elevate Your Newsletter Skills This session will offer tips on creating an informative, lively and engaging newsletter that recipients will actually read. Objectives: Participants will be able to: 1) Format a newsletter.

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2) Use plain language in a newsletter. 3) Employ white space, quotes, and photos in a newsletter. 4) Choose relevant topics for a newsletter. Location: Alvarado H Speaker: Susan Douglas (FL)

The Importance of Clinical Notation in Audit Readiness Gain a greater understanding about clinical notation and its impact on student progress monitoring. This session unpacks the key elements of clinical notation, describes how documentation helps be audit ready and assists school districts prior to and during an audit. Objectives: Participants will be able to: 1) Understand the importance of clinical notation during service delivery. 2) Appreciate the best practices of clinical notation for audit readiness and improved student outcomes. 3) Assist school districts during the audit process from beginning to end. Location: Speakers:

Turquoise Room Chris Meroff (TX); Cindy Levesque (ID)

All About NAME—its New Face Are you new to the NAME Organization? Confused about NAME’s reconfiguration? If you answered YES to either of these questions, this is the Nugget session for you! The organization’s Membership Committee Chair Drumheller will share the history and development of NAME, while the Government Affairs and Public Relations Committee Chair Hill will discuss the organization’s reconfiguration. Learn more about the organization that “Advocates program integrity for school based Medicaid reimbursement.” Objectives: Participants will be able to: 1) Understand why the NAME organization was developed. 2) Relate three key events in the history of NAME. 3) Briefly explain the current reconfiguration of the NAME Board of Directors including the number of regions. Location: Weavers Room Speakers: Anysia Drumheller (CA); John Hill (IN)

A Partnership That Works to Improve Health! Together, the NM Alliance for School-Based Health Care, Blue Cross/Blue Shield of NM (BCBSNM), Apex Education and a school-based health (SBHC) center developed a patient registry within the SBHC electronic patient management system (Welligent). The system met the partners needs by improving patient health tracking and provision of data to BCBSNM and improved patient health outcomes. See how this project led to other important developments to improve care and sustain the SBHCs through commercial insurance billing.

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Objectives: Participants will be able to: 1) Describe the benefits of SBHC partnerships to improve their patient health outcomes. 2) Identify key components of a patient registry for health improvement and collection of data. 3) List ways in which SBHCs can use electronic patient management systems as a transition toward the use of electronic health records. Location: Potters Room Speakers: Sarah Daugherty-Pineda, NM; Michael Gibson, NM; Chris O’Donnell, NM; Carol Pierce, NM

Wednesday, October 12, 2011, cont’d Break Out Sessions 3:45 – 5:15 pm School Based Health Care Compliance Requirements Consider how a 2009 settlement between the Centers for Medicare and Medicaid Services (CMS) and NY Department of Health impacted schools in NY and how compliance requirements are required by new federal regulations that may soon influence how LEAs in your state approach Medicaid billing. This session is a continuation of an earlier Nugget session and drills deeper into the discussion about the divergence between the medical and educational models and the implications for compliance. Objectives: Participants will be able to: 1) Discuss healthcare compliance as it relates to Medicaid claimable services delivered in a school setting. 2) Identify three areas of convergence and divergence between the medical and educational models. 3) Anticipate the range of compliance implications within this integrated medical and educational environment. Location: Alvarado A Speaker: Lawrence Charny (NY)

Knock, Knock…Who’s There? The Office of the Inspector General. Sorry, no one is at home now. This breakout session will capture the essence of audits from the perspective of the Local Education Agency (LEA). LEA’s in the State of Maryland have been visited by the Office of the Inspector General (OIG), as well as an annual state audit, and have participated in the PERM audits on several occasions. Mr. Tyler will will review the audit process and outline preparation techniques in order to ensure an organized and successful audit. Objectives: Participants will be able to: 1) Identify the documentation required for an audit 2) Determine frequent pitfalls made by school districts in an audit

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3) Identify strategies for ensuring that audits are reasonably successful Location: Alvarado B Speaker: Charles Tyler (MD)

Maximization of Medicaid Reimbursement Through Continuous Improvement Using Lean Six Sigma principles, find out how to design Medicaid procedures, communications and systems. This presentation focuses on effective and efficient methods to establish expectations, protocols, communication, organization, documentation, timeline flow charts and monitoring to maximize reimbursement for Medicaid claims and minimize risk exposure for audits. The emphasis is on continuous improvement. Objectives: Participants will be able to: 1) Define and communicate expectations for all staff involved in the Medicaid in Education process. 2) Develop effective protocols with appropriate time lines. 3) Establish efficient systems that are easy to understand and monitor. 4) Minimize risk of exposure for "non-allowable' on an audit. Location: Alvarado C Speakers: Michael Sausa (NY); Gloria Sullivan (NY)

Alphabet Soup: EPSDT and IDEA…OMG, this is TGTBT!! Gain an understanding about how Virginia’s Department of Medical Assistance Services and the Virginia Part C Office worked together to utilize Early Periodic Screening, Diagnosis and Treatment (EPSDT). Through their collaborative efforts they now use EPSDT funds to support early intervention services for children birth to three. The results are positive outcomes for families and service providers. Objectives: Participants will be able to: 1) Increase their understanding of the Individuals with Disabilities Education Act (IDEA). 2) Develop an understanding about how Medicaid EPSDT may be used to support early intervention services for children birth to 3.) List at least two strategies for producing positive outcomes for families and service providers. Location: Speakers:

Alvarado F Anne Karasek (NC); Tammy Whitlock (VA)

What Everyone Should Know About HIPAA 5010 and ICD-10 Be prepared! Find out about the basics of two new key mandates that will dramatically affect how you submit claims. Starting on January 1, 2012 the HIPAA 5010 transaction standard is required for electronic billing. ICD-10 diagnosis codes are required beginning on October 1, 2013. Will you be ready? Objectives: Participants will be able to: 1) Understand the requirements and impact of the HIPAA 5010 transaction standard.

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2) Be aware of the requirements and impact of the transition from ICD-9 to ICD-10 codes. 3) Formulate an action plan and next steps to ensure organizational readiness for these two mandates. Location: Speakers:

Alvarado G Jack McCoy (NM), Siva Kakuturi (NY); Mark Pitcock (NM)

Thursday, October 13, 2011 NAME Committees Breakfast NAME’s Committees work all year long on a variety of activities to further the mission and work of the organization. At the Annual Conference some Committees take time to meet with each other face to face. If you are currently part of a Committee, join your colleagues for coffee, camaraderie and planning for next year. If you are interested in learning more about becoming active on one of NAME’s standing Committees, pull up a chair and get acquainted. Look for signs on the tables. Committees: Bylaws Membership Finance Education and Research Conference Communications Governmental Affairs/ Public Relations Web Nominating Financial Review Policy and Procedures Location: Alvarado D & E

Breakout Sessions 8:30 – 10:00 am Student Confidentiality: HIPAA and FERPA in the School Setting Participants of this session will receive a brief overview of the privacy laws that impact student confidentiality in the school setting. Topics of discussion include parent/student rights, information that can be shared without prior consent, FERPA and public health, and where HIPAA and FERPA collide. Model forms will be provided. Objectives: Participants will be able to: 1) Describe HIPAA and FERPA as they apply to student confidentiality 2) Discuss how privacy laws impact school health services 3) Describe annual notification of rights under FERPA and annual notice for directory information

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Location: Alvarado A Speakers: Tia Campbell (VA)

Reaching New Heights with Private Insurance Companies Learn how to reach past the barriers to billing private insurance companies when you identify yourself as a public school division or district. Maximize the revenue for your school by billing Medicaid and private insurance companies for your Early Intervention services. Objectives: Participants will be able to: 1) Understand the steps necessary to obtain contracts with private insurance companies. 2) Have a clear picture of the process involving private insurance companies. 3) Determine if it is cost effective for your school division to bill in house. Location: Alvarado B Speakers: Mary Hall (VA)

Heighten Your Billing Program – Best Practices for Program Design and Compliance Do you wonder how your billing program compares with other school districts or in other states? How about audit findings? Come learn about the key aspects of optimal Medicaid billing programs. Topics covered will include: 1) Developing the best menu of covered services to maximize allowable reimbursement (and which ones may not be worth the time and effort); 2) Requirements for physician authorization and provider qualifications – is your program unnecessarily restrictive? 3) National Compliance and Audit Review – learn about key federal audit findings in various states so you can prevent such errors in your program! 4) Learn the high level impact of a solid cost settlement process Objectives: Participants will be able to: 1) List several characteristics of an “optimal” billing program design related to provider qualifications, covered services, and physician authorization. 2) Explain several major past and current audit findings and their impact on your compliance practices. 3) Analyze how cost settlement could impact your FFS and MAC programs Location: Alvarado C Speakers: Patsy Crawford (MA), Bryan Hawkom (MA), Nancy Kuprewicz (NJ), Elaine Lerner (NJ)

Soaring Above the Progress Reporting Paradox Explore ways to address the data and policy needs of multiple stakeholders including families, educators and Medicaid. The panel will discuss and offer varying perspectives regarding how multiple regulatory agencies (medical and educational) view progress and explain that there is more than one approach to achieve the Medicaid requirements for medical progress.

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Objectives: Participants will be able to: 1) Develop strategies to assure compliance in progress reporting and justification of ongoing medical necessity. 2) Understand the elements to consider when developing progress reporting guidelines. 3) Discuss strategies in defining a progress reporting process that are defendable in a Medicaid audit. 4) Confidently defend their documentation of progress in the event of a Medicaid audit. Location: Alvarado F Speakers: Carlynn Higbie (WI), Lauren Holahan (NC), Mark Smith (OH)

Program Integrity is Not a Lofty Ideal – It is Imperative The imperative to assure integrity of Medicaid claiming has never been more important than it is today. Increasing federal and state mandates combine with reduced resources to create challenges that increase risk for states' Medicaid programs. This presentation provides state and local officials with a deeper understanding of CMS requirements and presents how improved use of technology and monitoring, along with examples of best practices from states, enables the integration of the time study, cost reporting and settlement processes to comply with CMS requirements. Objectives: Participants will be able to: 1) Identify and describe key areas that are critical for states to achieve and maintain program compliance and integrity for their school-based Medicaid programs. 2) Understand how technology solutions based on compliance and business rules can significantly enhance program integrity and effective oversight with limited resources. 3) Recognize how Administrative Claiming, Direct Services Claiming and cost reporting and settlement methodologies and processes can be integrated to achieve effective and efficient claiming, monitoring and oversight of school-based Medicaid programs. Location: Alvarado G Speakers: Lisa Carnes (IL), Isamu Fairbanks (IL), Rick Jacobs (IL), Andrew Joseph (IL)

General Sessions, Thursday, October 13, 2011 Annual Federal Medicaid Update and Discussion (10:15-12:15 am) It is tradition at the NAME Annual Conference to have staff from the federal Centers for Medicare and Medicaid Services provide both background and updates on each of their various specialty areas that have relevance to SBS. In addition, the staff will address topics and questions submitted by NAME members this Summer, and take additional questions from the audience, time permitting. Location: Alvarado D & E Speakers: Onsite: Judi Wallace and Mary Cieslicki from the Centers for Medicare and Medicaid Services-CMS. Participating remotely from CMS in Baltimore: Sharon Brown and Jason Frandson

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Annual Federal Education Update and Discussion (1:15-2:15 pm) In maintaining the tradition of federal agency updates and summaries of hot topics, for the fourth consecutive year, the federal Office of Special Education and Rehabilitation Services (OSERS) will provide us with current news from the U.S. Department of Education. Location: Alvarado D & E Speakers Participating remotely from OSERS in Washington, DC: Jennifer Sheehy

Breakout Sessions 2:30 – 4:00 pm The Cost Settlement Process – Heighten Your Perspective! Now that the cost settlement process is generally required by CMS when setting rates for direct services such as OT, PT and speech therapy, best practices and important lessons learned have emerged. These best practices impact both the state agency as well as the local districts in terms of operational processes, ability to optimize program revenue, and opportunities for managing compliance and risk. This session will be in a panel format, and the panelists will present best practices from the viewpoint of a more mature program (Michigan’s program was began in 2008) as well as an early stage program (Arizona’s proposed implementation was for July 1, 2011). Best practices and challenges around the time study, allowable costs, compliance management, development of accurate rates, and cost settlement calculation factors will be discussed. Comparison of the Michigan program and the Arizona program will be highlighted with respect to program requirements and CMS feedback. In addition, potential program compliance review and audit considerations will be discussed. Objectives: Participants will be able to: 1) Understand the federal requirements for cost settlement 2) Explain the impact of cost settlement on state and local district processes and procedures, including lessons learned and best practices 3) Discuss how cost settlement impacts your FFS and MAC programs, including the time study process and annual cost reconciliation Location: Alvarado A Speakers: Melinda Hollinshead (AZ); Kathy Cummins Merry (MI); Michelle Simmons (CA)

360 Degrees of Program Accountability This session targets Medicaid program administrators, clinicians and other program managers who are involved with all students (general education and students with disabilities) receiving health services in the school environment. It will provide a detailed discussion of the benefits of utilizing data and data systems to develop management tools that encourage 360-degrees of identification, review, feedback and resolution. This discussion focuses on management tools that assist program managers in analyzing services delivered to all students to ensure the efficiency and quality of service models, progress toward goals, as well as determining corrective courses of action where

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appropriate. Part of the session will be designed to brainstorm with participants on techniques to review health service data in order to positively impact health outcomes. Objectives: Participants will be able to: 1) Think strategically about analyzing health service information collected at the school l level to effectively manage staff service models and progress toward IEP goals. 2) Identify techniques to manipulate data and develop reports to assist program participants in taking an in-depth look at services delivered to all students (general education and students with disabilities). 3) List at least two ways program review can positively impact short and/or long-term success of the Medicaid Program. Location: Alvarado B Speakers: Ann Herrick (IL); Terryn Murphy (IL)

Mission Possible: SBHCs as Patient-Centered Medical Homes Listen, as staff from the NM Alliance for School-Based Health Care, Molina Healthcare of NM, Apex Education and a school-based health center (SBHC), describe their partnership project to implement components of a patient-centered medical home approach at a SBHC. Key lessons and strategies for SBHCs to become patient-centered medical homes will be shared. Objectives: Participants will be able to: 1) Identify key components of the patient-centered medical home approach. 2) Discuss changes that must be made by SBHCs in order to utilize the patient-centered medical home concepts so that a congruent team approach is applied in providing comprehensive primary health care for students. 3) List at least two benefits of partnerships to improve quality of care provided through SBHCs. Location: Alvarado C Speakers: Michael Archuleta (NM), Michael Gibson (NM), Victor Lunsford (NM), Chris O'Donnell (NM), Carol Pierce (NM)

EPSDT Funding: How to Get it, How to Use it Successfully and How to Keep it Learn the truth about the potential use of Early Periodic Screening, Diagnosis and Treatment (EPSDT) funds for mental health treatment of children. The Medicaid EPSDT mandate is "the greatest treatment funding secret ever concealed," and it is available under the Social Security Act as a Civil Right for children with disabilities. The presenter developed a highly successful model that utilizes EPSDT funding to deliver mental health and behavioral support services to children in schools. Learn how to replicate this in your state. Objectives: Participants will be able to: 1) Learn how to uncover hidden information about EPSDT in their state. 2) Be aware of how to implement highly efficient, effective treatment services in schools. 3) Avoid costly service delivery and documentation pitfalls. Location: Alvarado F Speaker: Steven Kossor (PA)

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Meeting at the Summit: Medical Necessity in a Student-Centered, Educational World Is it possible to meet the documentation requirements of multiple masters when you are an SLP, OT or PT working in an educational setting? Learn how these three presenters/practitioners integrate IDEA, Medicaid, professional standards, best practice for delivery in an educational setting and make the connection between medical necessity and a student's educational program. Let them help you integrate the multiple requirements that often make your jobs difficult to manage. Objectives: Participants will be able to: 1) Recognize federal legislation that drive the need for related services to support special education. 2) Identify key differences between educational services and clinical services focused on the clinician role and documentation including plan of care. 3) Describe legislative parameters and best practices for integrated IEPs and related services Location: Alvarado G Speakers: Carlynn Higbie (WI), Lauren Holahan (NC), Laurie Ray (NC)

Friday, October 14, 2011 General Sessions NAME Annual Membership Meeting and Election Results (8:00-8:45 am) During this meeting, NAME members will be provided an update from NAME Officers and Committee Chairs with their activities and accomplishments this past year; a preview of the proposed budget for review; and the results of electronic elections that were held from October 7th through noon MT, October 13th Town Hall Meetings with “New” Regions (8:55-10:25 am) Each year the NAME Conference seems to fly by, and in spite of several opportunities during the week to network with our peers, we often wish we’d spent more time discussing major issues with each other. This session intends to provide you with just that chance. Organized by the three new geographic regions, attendees will be encouraged to reflect on issues or events that arose during the week, bring up new topics for consideration, or review those that arise every year. Several provocative questions will be available for each region to consider. Each Regional meeting will be led by Board of Directors members, and the recommendations for next steps and/or action will be reported out to the entire group in the next session. Bring your creative ideas, data, concerns, suggestions for action, stories of success, and actively participate! Locations: Region 1 Alvarado D & E Region 2, Franciscan Region 3, Alvarado G & H Reaction to Town Hall Discussions (10:50-11:50 am) The Regional Town Hall discussions will have a recorder summarize the ideas, reflections and proposed action steps, shared by the attendees, and the summaries will be shared with the entire Conference during this session. Dialogue and clarification will be encouraged, and the NAME Board of Directors will compile the results which may be used to assist the Board with its long range planning.

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Speakers Denise Achin has over 17 years of experience in working with local education agencies in Rhode Island, assisting them in accessing Medicaid funds. She was a main contributor to the following documents and resources: the Rhode Island Department of Human Services Medicaid Direct Services Guidebook for LEAs; Options and Resources (a brochure describing formal and informal due process for special education); a web-based resource guide for parents and providers working with children with special health care needs; IDEA Parent Consent to access Medicaid resources; and Fact Sheets for CEDARR Direct Services: PASS, Kids Connect and Respite. She holds a Bachelor of Arts Degree in History from the University of Massachusetts, Amherst and a Masters in Education Degree from Bridgewater State College. Michelle Lyons-Brown came to Alaska nearly 30 years ago to teach in the village of Shishmaref. She spent 14 years in the Arctic before moving to the capital city of Juneau. For the past 20 years, she has worked for the Department of Health and Social Services determining Medicaid eligibility, providing child protective services as a licensed social worker and spent nine years developing policy and conducting federal negotiations for the state’s Medicaid program. She was the Project Director for the Positive Behavior Support (PBS) Statewide Planning Initiative to develop training, certification and evaluation program for PBS facilitators based on Kansas U’s program. She was the primary negotiator of the School-Based Administrative Claiming Plan and was instrumental in developing and implementing the state’s School-Based fee-for-service policy. Her experience as the state’s Olmstead Coordinator and the Project Director for Alaska’s Home and Community Based Medicaid demonstration project for children in Psychiatric Treatment Residential Facilities has served NAME well. She has been successful in collaborating with partner agencies in policy development, and has extensive team building experience bringing federal, state and private sector agencies together in innovative policy design efforts. She is currently serving as the statewide Coordinator for Alaska’s Child Advocacy Centers and Child Justice Act Task Force. Michelle is completing her term as the Immediate Past President of NAME. Sharon Brown joined the CMS as a Presidential Management Intern in July 1997. Previously she earned a Master’s of Public Administration at Ohio State University and worked at the OSU Medical Center in the department of strategic planning. Her major responsibilities at CMS include review and approval of cost allocation plans, time studies, and implementation plans for capturing Medicaid-related direct medical service costs and administrative expenditures in various settings (i.e., schools, tribes, and hospitals). Tia Campbell received her diploma in nursing from Richmond Memorial Hospital School of Nursing in 1983. In 1985 she received her bachelor of science in nursing from the Medical College of Virginia and completed her master of science in nursing, with a concentration in nursing education from Walden University in 2008. Tia joined the Division of Special Education and Student Services at the Virginia Department of Education as school health

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specialist in August 2005. She provides technical assistance and training to 132 school divisions regarding school nursing, school health issues, homebound instruction, and Medicaid billing in schools. Prior to coming to DOE, she was a school nurse in Hanover County Public Schools. Tia is a National Board Certified School Nurse and is currently serving as Vice President of the National Association of School Nurses. Lisa Carnes has more than 10 years of experience in management consulting, audit and risk management, and financial services. She manages ongoing client projects and is responsible for designing, implementing and managing the business processes and applications for claiming of third party reimbursement for health care services. She is currently a Principal with Fairbanks LLC. She earned a Masters of Business Administration from Case Western Reserve University, Weatherhead School of Management and a Bachelor of Science in Business Administration from Ohio State University. Larry Charny has been involved with Medicaid claiming for special education school-based related services for eight years. In 1998 he worked for the Department’s Office of Revenue Operations, in collaboration with the New York State Education Department and New York State Department of Health in the design and implementation of the pilot program that has become the model used in New York State for on-going service coordination/case management Medicaid claiming. In June 2002, he was retained by the Chief Financial Officer, the Office of Legal Services and the Office of Special Education Initiatives to direct the efforts to collect and review documents needed to substantiate Medicaid claims dating back to 1990, in response to federal audits. Larry serves on the executive committees for Medicaid and Legislative Issues of Council of New York Special Education Administrators (CNYSEA) and has presented at several of their conferences on emerging issues and trends impacting on Medicaid claiming. He is the chair of the Communications Committee and services on the Governmental and Legislative Issues Committee of the National Association of Medicaid in Education (NAME). His most recent presentation at NAME’s annual national conference was on the future impact of health information technology, special education student records and reconsideration of HIPAA and FERPA compliance and training. Mr. Charny is a member of the Health Care Compliance Association and has presented nationally on a wide range of Medicaid issues, including: “School Based Medicaid Claiming: Agents or Patients in an Increasingly Complex Process”; “Future Implications of Health Information Technology in School Based Medicaid Claiming”; “School Based Medicaid Claiming: New Challenges, New Opportunities”; “Coming to Terms with the Educational and Medical Models” Mary Cieslicki has been a member of the Centers for Medicare and Medicaid Services (CMS) Non-Institutional Payment Team (NIPT) since 2002. As a NIPT member she reviews payment methodologies, including rate based and cost based methodologies, applicable to individual practitioners and other Medicaid providers such as schools, and hospitals. Prior to her tenure at CMS she was finance director of a Federally Qualified Health Center in Baltimore, Maryland. She earned a Master of Health Science degree from the Johns Hopkins Bloomberg School of Public Health. Sarah Daugherty-Pineda has a Masters Degree in Nursing and is a Certified Professional in Healthcare Management and a Certified Professional in Healthcare Quality. In her current role, she is responsible for managing and ensuring quality management and improvement programs and resources are in place for the BCBSNM Medicaid/ Salud line of business. Her role ensures Medicaid Quality Program and core components meet all Contract and Regulatory Requirements. She supports oversight of the BCBSNM Medicaid Cultural Competency Program Evaluation and Member Access to Services Evaluation. Her team is responsible for management of the Medicaid Performance Improvement Projects and

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Performance Measures. She supports the EQRO and NCQA Medicaid Activities and serves as a Medical Record Review Project Manager for the BCBSNMx HEDIS Project. Patsy Crawford Attorney at Law, is the Director of Compliance with the Education practice area of Public Consulting Group, Inc. (PCG), based in the Chicago office. She has managed Medicaid billing projects for multiple school districts, including Chicago Public Schools (CPS) and Saint Paul Public Schools. In addition, Ms. Crawford provides legal and regulatory analyses and consulting services to CPS and other PCG school districts and state clients nationwide. She has extensive experience with state and federal audits of school based Medicaid programs. Brooke Denton has over 13 years experience in business management, project management, and client relations. Brooke has been working with Paradigm HealthCare Services for the past nine years, creating and instituting numerous trainings on California’s MAC and Direct Service Billing programs, establishing new technology service offerings to ease provider burden and reduce audit risk, and enhancing existing service initiatives by developing and implementing tools for program support and optimization. Kay Dole is a district program facilitator with the Minneapolis Public Schools where she is responsible for Third Party Reimbursement, project management of EasyIEP, and is the lead for Occupational/Physical Therapy and the district's FASD project. She is an Occupational Therapist with a Master's Degree in Public Health focusing on Maternal and Child Health. She has worked with special needs children both in the educational and medical environments and has extensive experience working with internationally adopted children. She is a frequent speaker both nationally and internationally and has multiple publications. She is currently working with Janet Lowe and other Minnesota school districts to change current state legislation to improve the third party billing process in Minnesota especially focusing on TPL and parental consent issues. Susan Douglas was a social worker, worked for the U.S. House of Representatives and the U.S. Senate, performed editorial and research duties for a labor union, and edited her own weekly newspaper before joining the Palm Beach County School District and subsequently moving to her current position as Medicaid Consultant for the Florida Department of Education. She acts as liaison between Florida’s Medicaid Agency, the Agency for Health Care Administration, and the state’s 67 school districts to provide guidance and policy clarification regarding Florida’s Medicaid Certified School Match Program and the School District Administrative Claiming Program. She hosts a statewide meeting each year in May. She holds a bachelor’s degree from the University of Florida and a master’s degree from Catholic University in Washington, D.C. Susan is editor of the NAME newsletter, the NAME tag. Anysia Drumheller has served as the Program Manager for the Medi-Cal Programs and Services Department, in California’s Butte County Office of Education (COE) for the past six years. Her primary responsibilities are to provide trainings, program oversight and technical support for administrative claiming and direct services billing for the California’s Medi-Cal program for the Butte COE and for the local school districts in that county. She has worked in the field of education administration for the past twenty years and her education background is in Business Management. She has served as the NAME Membership Committee Chair for the past four years. Anysia lives in Lincoln, CA with her family. Amy Edwards is responsible for the daily operations of the Medicaid and Schools program at the Virginia Department of Education (VDOE) where she has been for nine years. She works with school divisions to establish and maintain the Medicaid and Schools program and

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provides training and program updates. She also works closely with the Medicaid agency on State Plan amendments, program requirements, documentation, provider qualifications, etc. Prior to being the VDOE Medicaid Specialist, she worked for seven years with the Medicaid and Schools program at the school division level, training, billing and providing information to the individual clinicians and providers. Amy is a Past President of the NAME and is this year’s Conference Co-Chair. Isamu Fairbanks has more than ten years of experience in management consulting with governmental agencies, project management and implementation of web-enabled tools. He manages ongoing client projects and has been involved in projects for the states of Arizona, Ohio, Illinois, North Carolina, Texas, Indiana and Nebraska. He is currently a Principal with Fairbanks LLC. He earned a Master of Business Administration degree from the University of Chicago Graduate School of Business and a Bachelor of Arts degree in economics from Brigham Young University. Jason Frandson has a BA in Psychology and Communication Disorders as well as an MBA. During his career he has worn many hats in the Medicaid/Medicare world. As a Financial Assistance Specialist he determined eligibility for families enrolling in Medicaid program. He served as a Social Security Advocate helping disabled individuals receive SSI/SSDI benefits. He also supervised a Medicaid eligibility and managed care team for a number of years in Minnesota. Currently he works for the Centers for Medicare and Medicaid Services, Division of Benefits and Coverage, as a Health Insurance Analyst. His work, among other things, includes reviewing State plan amendments from States for Services in the School setting. Michael Gibson has 8 years of experience in data collection, analysis and monitoring of school-based organizations. He currently works for Apex Education, an organization that provides training and technical assistance to New Mexico’s SBHCs on the use of the Welligent electronic patient management system for student, encounter, and billing data management. Mr. Gibson provides tech support and web management for the New Mexico SBHC’s, 21st Century Community Learning Centers after-school program, and a handful of other non-profit organizations. Mary Hall has a BBA in Marketing. She has worked for Hanover County Public Schools in Virginia as the Medicaid Account Specialist for three years. In October 2009, she began billing for services in the Part C program. She was able to obtain contracts with private insurance companies and successfully secured contracts with four companies with two in the works. She is now responsible for billing for Hanover’s Early Intervention program for both Medicaid and privately insured children. Bryan Hawkom has been with Public Consulting Group (PCG) for 11 years and is currently a Manager there and he has worked with school districts large and small as well as state agencies in MA, RI, NH, CT, MN, MI, NJ, TX, IN, Washington DC and more. Mr. Hawkom currently oversees the work of PCG Education in the Northeast and Midwest. He holds a Bachelor’s degree in Economics and Master’s degree in Health Care Administration. Part of Mr. Hawkom’s work at PCG has focused on Medicaid billing and revenue maximization, as well as program design, rate setting, and the implementation of technology. He understands relevant state and federal regulations, as well as the challenges faced by states and school districts in implementing successful Medicaid billing programs. Prior to PCG, Mr. Hawkom worked to manage state and federal programs at a private, non-profit home care agency in Massachusetts.

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Ann Herrick is a Manager with Chicago Public Schools, who works with its Office of Special Education and Supports and more recently with its Office of Finance. Her responsibilities have included oversight over the Health Services Management Program in 1995-2003 as well as review and guidance on the Medicaid claim processing, program audit reviews and policy analysis relating to Medicaid, SCHIP, IDEA and other federal programs since 1993. Ms. Herrick has participated in school-based Medicaid conferences organized by NAME, the Council of Great City Schools and LEAnet. She has collaborated closely with the Illinois Department of Healthcare and Family Services, the Illinois Board of Education as well as other school district and state officials in Illinois and elsewhere. Carlynn Higbie, OTR/L, is the Continuing Education Coordinator and Consultant at MJ Care, Inc. She has practiced for 35 years in the areas of school-based and outpatient pediatric therapy, adult rehabilitation and vocational training. Carlynn served on the state of Wisconsin task force for school-based OT/PT services and contributed to the 1996 Wisconsin Department of Public Instruction publication for OT and PT Services in the Schools. She conducts professional continuing education, training and consultation with school districts to improve evidence-based practices in the least restrictive environment by incorporating collaborative goal writing strategies within the IEP. In addition, she provides supervisory support to 19 school-based OTs and PTs and has 14 years experience as a pediatric OT consultant for Blue Cross Blue Shield. Carlynn also brings her 4 years of experience as an executive director for a not-for-profit business. Her projects and experiences include: training in mediation and conflict resolution; she conducts training in the area of professional misconduct prevention; curriculum and policy development; clinical education instructor; and program analysis and development John Hill has over 35 years of experience working with and on behalf of individuals with disabilities, which included serving as the program manager for Indiana's Home & Community-Based Services waiver for persons with Developmental Disabilities for 5 years and serving as the Indiana State Director for the Bureau of Developmental Disabilities for two years. John served seven years, two of which as the chairperson, on the Indiana Commission on Rehabilitation Services and currently serves as the Department of Education’s (DOE) representative on the: Indiana Governor’s Commission for Persons with Disabilities; Indiana School for the Deaf school board; Indiana School for the Blind & Visually Impaired school board; and Division of Disability & Rehabilitative Service Advisory board. For the past 11 years John has been with the Indiana DOE, Special Education. Currently his primary responsibilities include working with LEA’s on issues regarding racial/ethnic disproportionality and Medicaid reimbursement for both Medicaid Administrative Claiming and medically related IEP services. John is a member of the Indiana Covering Kids & Families board and is the co-chair for the School Committee. John was a founding member of LEAnet and served as secretary for four (LEAnet is a national organization of local public school corporations whose primary focus is protecting and enhancing funding for public school health programs and services). John is a founding member and a past President of the National Alliance for Medicaid in Education (NAME). He currently is the Chair of the NAME Governmental Affairs & Public Relations Committee. Lauren Holahan MSOT, has been at the University of North Carolina-Chapel Hill since 1996. She also has 12 years experience in school-based practice in North Carolina and served as Lead OT for a team of 22 school-based OT practitioners in Durham, NC for 5 years. She currently is the Occupational Therapy and Medicaid Consultant for NC Department of Public Instruction and has been in the position since 2007. In addition, she is Chair, North Carolina Board of Occupational Therapy (term 2009-2013). Lauren is

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pursuing a doctorate in Occupational Science through the UNC School of Medicine, Division of Occupational Science and Therapy. Her interests include: school-based occupational therapy, related services under IDEA legislation, administration/management of related service personnel, ethics in occupational therapy practice, school-based Medicaid cost recovery, participation of people with disabilities in communities of worship. Melinda Hollinshead holds a Masters and a Ph.D. in Public Administration from Arizona State University (ASU), and has over 20 years of public policy experience at both the federal and state levels of government. Dr. Hollinshead currently works for the Arizona Medicaid agency, AHCCCS (Arizona Health Care Cost Containment System), as one of the Program and Policy Managers for the Medicaid School Based Claiming program. Dr. Hollinshead specializes in the areas of intergovernmental relations and social policy, and has considerable experience with policy and program analysis and evaluation primarily in the public health care arena. Prior to joining AHCCCS, Dr. Hollinshead spent several years with the Urban Data Center at ASU conducting research related to state capacity to manage social programs, as well as two years as a Legislative Assistant to U.S. House of Representatives Speaker Thomas Foley. Dr. Hollinshead’s combination of education and experience provide her an understanding of the unique challenges facing school districts as they work to participate in school based claiming. Bruce Hunter came to the American Association of School Administrators (AASA) in 1982 as a Legislative Specialist, and became Director of Governmental Relations in 1986. During his tenure AASA has developed a large, active legislative corps that has facilitated school administrators’ influence on federal policy and legislation. Bruce has helped strengthen the AASA web site, online publications and the School Administrator Magazine while increasing ad revenue in a difficult economy. Bruce received a B.A. from the University of Northern Colorado, an M.A. from the University of Texas at El Paso and did graduate work in education administration at the University of Colorado. Prior to joining AASA, Bruce taught at both the secondary and collegiate levels. He also trained Head Start teachers, and was a grant administrator for the Education Commission of the States. Bruce was born and raised in Wyoming, and held positions in Wyoming, Colorado, New Mexico and Arizona before coming to AASA. Most importantly, Bruce is the father of four children, all of whom are intelligent, successful, charming, well-behaved and good looking. But they are the source of most of his grey hair. Rick Jacobs has more than 25 years of experience in government, health care and management consulting in financial management and operations; hospital administration; program design, implementation and project management with governmental and nonprofit organizations. He has been the engagement partner for projects that have included more than 1800 local education agencies and state agencies in ten states. He is currently a Principal with Fairbanks LLC. He earned Master of Public Administration and Master of Regional Planning degrees from Syracuse University Maxwell Graduate School of Citizenship and Public Affairs and a Bachelor of Arts degree from Temple University. Siva Kakuturi serves as President of Sivic Solutions Group and previously as Vice President of the MAXIMUS Software Development and Data Center. He holds an M.S. from, Rensselaer Polytechnic Institute, Troy, New York. Mr. Kakuturi has more than 20 years of software development and implementation experience, including the use of web-based Microsoft .NET technologies and implementation of a wide variety of applications, which include Medicaid in School billing, Medicaid Management Information Systems and IEP systems. Mr. Kakuturi's range of experience and expertise includes the following: Design and development of custom application software; Implementation of automated information systems for health

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and human service agencies as well as schools; Comprehensive project management, planning, budgeting, and forecasting; Systems integration and implementation support; Technical infrastructure and network design; and Extensive business knowledge related to Medicaid, Child Welfare and Government Finance and Cost Allocation Anne Karasek holds a Bachelor of Science degree in Family studies with an emphasis in infancy and early childhood and a Master of Science degree in Early Intervention: Children at Risk. She has been working in the area of early childhood for more than 25 years with a special emphasis in providing technical assistance related to the fiscal requirements of the Individuals with Disabilities education Act (IDEA) for the past 12 years. Ms. Karasek has codesigned and co-authored numerous publications related to developing and maintaining a Part C system of finance and possesses extensive knowledge is fund source utilization including IDEA, Title V, EPSDT, public and private insurance, TANF and similar Health and Human Services funding. Steve Kossor was licensed in 1981 and certified in school psychology in 1984. He founded what has become the largest private practice in Pennsylvania dedicated exclusively to helping children and especially those who depend on Medicaid for their mental health and behavioral support needs. He works in four Southeastern PA counties and has served over 600 children who have Medicaid as their sole source of health care coverage. His treatment programs have been studied by two independent educational institutions (UNC-Chapel Hill and Thomas Jefferson U in Philadelphia). The results of those studies showed remarkable, positive effects on children, based on weekly parental and teacher assessments of progress. Mr. Kossor is recognized in Federal court as an expert witness in Medicaid and Education matters and he has consulted with organizations in four states to develop successful Medicaid-EPSDT funded mental health treatment systems for children in their homes, schools and communities. He has a Master’s degree in clinical psychology from Farleigh Dickinson University in Madison, NJ. Nancy Kuprewicz is an Administrative Analyst with the New Jersey Department of the Treasury, Office of Administration. For over eleven years she has been the state's liaison in the administration of New Jersey’s Special Education Medicaid Initiative (SEMI) and Medicaid Administrative Claiming (MAC) programs with her Department as the lead agency. The New Jersey SEMI program involves the collaboration of state agencies, including Ms. Kuprewicz, who serves as the project’s contract manager, managing all facets of the program, including coordination of the Department of Education, Medicaid, OMB, and the state’s vendor. She works closely on both federal recovery projects with colleagues from the New Jersey Department of Education and the Department of Human Services, Division of Medical Assistance and Health Services. She has been deeply involved with the SEMI project in New Jersey, and has seen the program evolve with all the changes of state and federal regulations over the years. She has direct experience in shaping the Medicaid billing program for NJ and direct experience working with Federal OIG auditors. Elaine Lerner works for the New Jersey Department of Education in the Off Special Education Programs (NJOSEP) on New Jersey Special Education Initiative (SEMI) Program. The SEMI Program involves the collaboration of state agencies, including, the Department of Treasury (serves as the contract manager); Department of Human Services, Division of Medical Assistance and Health Services. She is the Department of Education representative and has been integral in helping coordinate sound policy, improve communication with NJ school districts for their Medicaid billing, and move forward. Elaine was elected to the NAME Board of Directors and has attended many of the NAME annual conferences beginning with the first one in Denver.

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Cindy Levesque has over thirty years of direct health service experience as a registered nurse. She has worked as a health professional for hospitals, private physicians, municipalities, and most importantly school districts. Cindy has presented a wide range of health-related information to public groups, students, school administrators and assisted people of all ages. Cindy is a professional medical coder and a current member of the AAPC. Janet Lowe, RN, LSN, MA, CNP, Pediatrics, is the coordinator of the Third Party Reimbursement program in Saint Paul Public Schools and a co-manager of the district’s web based due process system. Her primary responsibilities are to provide trainings, program administration and oversight and technical support for the Local Collaborative Time Study (LCTS), coordination and management for reimbursement for Individual Education Program (IEP) health related services and other health care services. Janet received her Masters degree from the College of St. Catherine and completed her thesis on health care services that are being delivered in Minnesota schools. Janet has published information related to health care services provided in schools and Third Party Reimbursement and has presented at many national conferences, including the National Association of School Nurses and the National Alliance for Medicaid in Education. Janet was the Minnesota School Nurse Administrator of the Year in 2007 and is the special education co-chair for the School Nurse Organization of Minnesota and a member of the state Third Party Leadership committee. Jack McCoy has over 33 years of experience working with Local Educational Agencies (LEAs) in New Mexico. He is a graduate of LaSalle University in Philadelphia, PA. He worked for 25 years at the NM State Department of Education holding several cabinet level positions in that agency. As a state education official, he had lead responsibility for coordination of liaison activities with the NM state legislature and Governor’s office and with the NM Congressional delegation. He has significant policy and operations experience with school based Medicaid claiming, and participated in starting the school Medicaid program in NM in the early 1990s. For the past 8 years, Mr. McCoy has been the MAXIMUS and Sivic Solutions Group Project Manager for the NM Cooperative Educational Services (CES) Medicaid Claiming Project, helping bring in over $20 million in reimbursement for the NM school districts that use his services. Jane McGrath, M.D., is a professor of pediatrics at the University of New Mexico, where she started Envision New Mexico, the Initiative for Child Healthcare Quality. Envision New Mexico is a statewide Quality Improvement (QI) program focusing on obesity prevention, early developmental screening, and resident training. It is one of the few programs nationally that is approved by the American Board of Pediatrics to provide training in quality improvement to pediatricians as part of their maintenance of certification. Dr. McGrath is a former member of the American Academy of Pediatrics Committee on School Health and is the Past President of the National Assembly on School-Based Health Care. She is certified in adolescent medicine and spent fourteen years as the school health officer for the New Mexico Department of Health. In her position as the school health officer, Dr. McGrath helped guide the development of school-based health centers and worked closely with school nurses throughout the state. Chris Meroff is the Executive Director at MSB directing school Medicaid programs in school districts for more than 15 years. He is responsible for school Medicaid startups in 8 different states and developed an industry-leading Medicaid claiming process. Chris is recognized as one of the foremost advocates for school districts’ access to federal Medicaid funds to offset the costs of special education and he does this through innovative special education data management applications including IEP development and Medicaid claiming.

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Chris also directs product development, operations and sales and marketing efforts across MSB™ Kathy Cummins Merry is the Executive Director of Medicaid Reimbursement for Wayne County Regional Education Services Agency (RESA), the first district in Michigan to enroll and begin billing Medicaid for the School Based Services Program in 1993. Wayne RESA has over 350,000 school children including Detroit Public Schools; it is the largest (county-level) intermediate school district in the State. Kathy has been an integral part of the development of Medicaid SBS programs at both the state and federal level. She is a member of the NAME Board of Directors representing LEAs in Region 1, serves as the President of the LEAnet, and is a member of Michigan's Medicaid Advisory Board of Intermediate School District Superintendents as well as numerous other boards dedicated to helping children. She also serves as the Wayne RESA lobbyist covering education and Medicaid issues both at the state and federal levels. Chuck Muirhead is CEO A&I Advisors Inc., and is an experienced leader with a strong background in organizational strategic planning, development, staffing, training, budgeting, and leadership coaching. Chuck has been a speaker at previous Conferences of the National Alliance for Medicaid in Education, where he has coached and inspired committed leadership for attendees to improve school-based Medicaid programs. Chuck is also a director for CSBA’s Practi-Cal, an organization which assists schools and school districts in obtaining federal reimbursement for medical services provided to students. He has a strong focus on advocating for our children’s health and working with school districts to ensure they are able to take advantage of the opportunities available to them. His light and humorous style engages learners in their knowledge and application of the presented material. Terryn Murphy has proven to be a skilled professional with a passion for developing userfriendly technology solutions in the course of her diverse 7-year career in corporate and government technology services. Immediately following her collegiate experience, Terryn joined leading consulting firms including KPMG Consulting and Arthur Andersen within their web development and data management teams. Terryn later joined Chicago Public Schools in 2004 and served as Compliance Manager for the Office of Special Education and Supports, which represents over 55,000 students with disabilities. In this role, Terryn was responsible for monitoring the delivery of student services outlined in their Individual Education Plans (IEP). Currently, Terryn leads the Health Services Management Program (HSMP) for the Office of Special Education and Supports. HSMP is a management and accountability system designed to ensure the delivery, documentation and monitoring of health-related services to all children of the Chicago Public Schools. Terryn holds a Bachelor of Science from the University of Illinois at Urbana where her degree is in Business Administration with a Management Information Systems concentration. Alicia Neumann is a consultant on policy and legislation to Paradigm HealthCare Services. She is an independent researcher with interests in school-based health care and hospital participation in the safety net. Prior to her consulting work she spent five years as a Senior Planner at the San Francisco Department of Public Health where, among other duties, she oversaw local annual funding of Medi-Cal Administration and Targeted Case Management. Alicia also has experience in technical writing and software development. She is currently a PhD candidate in Sociology at the University of California, San Francisco; and has a Master's in Public Administration from San Francisco State University; and a bachelor's in English from Occidental College. Chris O’Donnell has served as a School Based Health Center (SBHC) Program Manager at the University of New Mexico since 2006. In this role, he oversees the operation of 8 SBHCs

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across the Albuquerque, NM metro area. He has also served on the Boards of several nonprofit organizations, including the NM Alliance for School-Based Health Care, Agora Crisis Center, the NM Suicide Prevention Coalition, and others. He has nearly two decades’ experience as a nurse and has held both clinical and leadership roles. He earned his nursing degree in 1993, a BA in psychology in 1996, and an MBA with a concentration in Healthcare Management in 2006. Carol Pierce has twenty-five years of experience working in the health field in the public and private sectors. She has spent the last ten years providing consultation services to advance organization performance and alignment with vision, mission and values. Through her work with a wide range of government, private and nonprofit organizations and schools, qualitative analysis and assessments have been completed and strategic plans implemented to improve health outcomes. Prior to her consultation work, Ms. Pierce served as New Mexico Department of Health District One Public Health Director. Mark Pitcock has supported various aspects of Medicaid program operations since 1983. He has worked in both the private and public sectors, including fiscal agent roles in Tennessee, Kentucky, and Georgia and state Medicaid agency positions in Georgia and New Mexico. During his career, he has completed special projects for 20 other Medicaid agencies. A graduate of Texas Christian University, Mark has served as the Program Information Bureau Chief for the New Mexico Human Services Department since 2007. In this capacity, he manages the Medicaid Management Information System (MMIS) and the fiscal agent contract. He is responsible for managing New Mexico’s transition to the new HIPAA 5010 transaction standard and ICD-10 diagnosis and procedure codes. Nora Poisella worked eight years at Governor Morehead School for the Blind in Raleigh NC. At the school, she was Director of Comprehensive Clinic/Dietary Services, responsible for the planning, administration, supervision and coordination of the clinic staff which included a pediatrician, psychiatrist, clinical psychologist, nursing staff, social worker, occupational, speech and physical therapists as well as dietary department, where she managed the medical and educational records and was responsible for all compliance issues. She has worked for 11 years in the North Carolina Division of Medical Assistance (DMA) and currently is a Local Education Agency (LEA) Program and Independent Practitioner (IP) Program Manager. She also oversees the prior approval process for all therapy services. In addition she is assisting with the design of NC’s new MMIS system for Medicaid as well as NC Health Choice Program (NCCHIP). She currently represents Region IV on the NAME Board of Directors. Laurie Ray MPT, is at the University of North Carolina-Chapel Hill, where she has been since 1999. She spent 12 years in school-based practice in North Carolina; working as the only physical therapist serving a small, underserved, rural county and as a contracted team member serving a larger, more urban county. Currently, Laurie is the Physical Therapy Consultant for NC Department of Public Instruction and has held this position since 2005. In addition, she has been the Medicaid consultant since 2006 and the Adapted Physical Education liaison since 2010. Laurie is the Representative for Region V (Southeastern) to the School-Based Special Interest Group (SIG), APTA’s Section on Pediatrics. Laurie also serves as Chair of the School-Based SIG’s Research Committee. She represents IDEA and NC DPI on the NC Vocational Rehabilitation State Rehabilitation Council, and is pursuing a doctorate in Educational Psychology, Measurement and Evaluation, with a focus on Special Education, through the UNC School of Education. Her interests include: school-based physical therapy, assessment for education needs, reverse inclusion, related services under IDEA legislation, providing services in the least restrictive environment, service delivery options, service delivery for students with multiple or severe disabilities (especially with

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high school students), transition into and out of school, embedded interventions, integrated IEP goals, appropriate PT workload for the school-based setting, appropriate cost recovery for school-based services, and representative diversity in physical therapy as a profession. Jane E. Reagan, RDH, MPA has been an employee of the State of Michigan since 1981, and since July 2002 has served as Department Specialist with the Department of Education in the Office of Special Education and Early Intervention Services (OSE-EIS) where she serves as a specialist in Medicaid reimbursement for services provided in Michigan schools. She previously spent 21 years with the Michigan Department of Community Health, where she worked in the Policy and Legal Affairs Administration for three years, and at the Medicaid agency for 18 years. She began her career by spending eight years practicing as a clinical dental hygienist. She holds an Associate degree in dental hygiene from Ferris State University, a Bachelor’s degree in Human Nutrition from Michigan State University, and a Master of Public Administration degree from Western Michigan University. She is a charter member of the NAME organization and has served on many committees and presented at many Annual Conferences. Currently she is President Elect, Chair of the Nominating Committee, Co-Chair of the Conference Sub-Committee on Education and Program, and CoChair of the Communications Committee. Michael Sausa earned a BA from the University of Brockport in Business Administration – Concentration Finance. In his current position at the Rochester City School District he is the Quality Assurance Coordinator for Medicaid Compliance and Reimbursement. His previous positions include Financial Manager for Early Childhood Department, Financial and Grant Manager Elementary Schools and School Administration. Jennifer Sheehy is the Director of Policy and Planning in the OSERS in the US Department of Education. Prior to her current position, she served as acting Director of the National Institute on Disability and Rehabilitation Research (NIDRR), acting Deputy Commissioner of the Rehabilitation Services Administration and Special Assistant to the Assistant Secretary of OSERS. She came to OSERS from the Presidential Task Force on Employment of Adults with Disabilities where she was Senior Policy Advisor. She completed a detail as Associate Director in the White House Domestic Policy Council, implementing the President’s New Freedom Initiative and advising on policy issues of interest to people with disabilities. Before she joined the task force staff, she served as Vice President of the National Organization on Disability and Director of its CEO Council. She earned an MBA with honors from Georgetown University and a B.A. from Cornell University. Michelle Simmons holds a Masters and a Ph.D. from the University of Iowa. She has over 12 years of experience in public sector consulting, specializing in education services. She has supported multiple states with implementation and management of School Based Services Programs. In addition she has worked in many states in the areas of special education information management, state longitudinal data systems, and data analytics. Prior to Dr. Simmons’ work in consulting she managed a nonprofit organization focused on disability advocacy efforts, and she also taught at the university level. Mark Smith is the Agency Program Coordinator of the Ohio Medicaid in School Program. Mark brings 17 years of Medicaid experience to his role as lead for Ohio’s Department of Education Medicaid activities. In additional to his current role, he also has extended experience working including developmental disabilities field. Mark’s past work has centered on needs assessments, vocational and employment service development, and stakeholder consensus on systems redesign. Mark also has developed a number of web-based applications to monitor and track various Medicaid initiatives.

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Mark has both a BA and MPA from the Ohio State University. His Master's thesis focused on community-based need assessments and funding strategies for Ohio's developmentally disabled populations. Mark is a Certified Public Manager, as well as a Qualified Developmental Disabilities Professional. Mark currently serves as CMS Region V director for NAME. Chenoa Bah Stilwell-Jensen, MS, is an instructor at the University of New Mexico. She is also the Community Outreach Coordinator for Envision New Mexico. She works with community and school-based health center providers in a collaborative manner to support adolescents they serve with healthy lifestyle resources in rural, frontier, urban and tribal communities. For the past 12 years, she has applied her collective years of education and research projects into her professional career, emphasizing the balance between health and learning. She is from the Dine (Navajo) Nation and is of English and French-Canadian descent. Gloria Sullivan graduated from the University of Rochester with a Doctorate in Educational Administration - Concentration Finance. In addition, she has an MBA - Concentration Finance, MA- Concentration Instructional Technology and a Six Sigma Black Belt. In her current position, at the Rochester City School District, she is the Medicaid Compliance Officer, Director of State and Federal Grants. Previous positions she has held include Director of Research and Evaluation, School Principal, and educator. She currently is an instructor at Nazareth College. Charles Tyler, Jr. holds a Master’s degree in Business Administration from the Earl G. Graves School of Business and Management at Morgan State University and a Bachelors of Science degree in Management Science from Coppin State University, where he graduated cum laude. Mr. Tyler was a member of the National Dean’s List and the All American Scholars Collegiate Directory in 1992. He is affiliated with several professional organizations including the Beta Gamma Sigma Honor Society and Maryland Public Finance Officers Administration. He is the Fiscal Manager of the Office of Third Party Billing of the Baltimore County Public Schools. His responsibilities include billing for IEP, IFSP, and School-Based Health center services. Baltimore County Public Schools received $6.3 million dollars in reimbursement for the billing of these services during fiscal year 2010. Judi Wallace has worked for the Centers for Medicare and Medicaid Services (CMS) since February 2005. She is member of the Administrative Claiming Team (ACT) in the Division of Reimbursement and State Financing (DRSF) for the Financial Management Group (FMG) at CMS. Her responsibilities include working with all States on the review of Administrative Claiming Plans, Cost Allocation Plans in the review and approval process for time studies for all claiming entities such as schools, public health and human service agencies and for tribes/tribal entities for the Medicaid program. She is currently involved in providing guidance on 90/10 HIT funding for ARRA and CMS Policy on Payment for Interpreter and Translation Services Legislation/Law: CHIPRA Section 201(b). Amanda Way is manager of the Public Policy Division at Paradigm HealthCare Services where she is responsible for the oversight of the company's policy analysis, research, and advocacy efforts. She has over seven years experience as a research analyst, including four years specializing in school-based Medicaid programs. Her specialty is establishing key relationships with community organizations, legislators, and policy makers, and keeping LEAs informed on the issues that impact their programs both at the local and national level. Amanda received her bachelor degree from the University of California at Berkeley.

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Tammy Whitlock is the Manager of the Specialized Services Unit for the Virginia Department of Medical Assistance Services (DMAS). Tammy has over twelve years experience with the Virginia Medicaid office. As Manager of Maternal and Child Health Services, Tammy is responsible for program operations and policy development for Medicaid maternal and child health programs including EPSDT, Part C, family planning, school services, and BabyCare. Tammy’s previous experience in Medicaid includes work with community based services, hospice, durable medical equipment, and rehabilitation services. Tammy holds an undergraduate degree in Therapeutic Recreation and a Master’s in Health Administration.

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ABOUT NAME 2010-11 Officers President Denise Achin (RI)

President Elect Jane Reagan (MI)

Treasurer Steven Wright (NY)

Immediate Past President Michelle Lyons-Brown (AK)

Secretary Tracy Brunner (IN)

2010-11 Board of Directors Board of Directors by Region (pre-July 2011 Regions) I: vacant IV: Nora Poisella (NC) VII: Jim Donoghue (IA) X: Chris Bess (WA)

II: Elaine Lerner (NJ) III: Bill Lessard (VA) V: Mark Smith (OH) VI: Suzy Whitehead (NM) VIII: Rena Steyaert (MT) IX: Melinda Hollinshead (AZ) LEA Member At-Large: Kathleen Cummins Merry (MI) LEA Member At-Large: Cathy Bennett (CA)

Committees Bylaws Elaine Lerner, Chair (NJ) Greg Morris (MI) Elise Pippin (IA) John Hill (IN) Mark Stapp (CA)

Web Cathy Bennett, Co-Chair (CA) Jeremy Ford, Co-Chair (CA) Mike Albino (NY) Katy Irwin (MI) Larry Charny (NY) Rose Uranga (CA)

Policy and Procedures Melinda Hollinshead, Chair (AZ) Elaine Lerner (NJ) Kathy Cummins-Merry (MI) Michelle Lyons-Brown (AK)

Nominating Jane Reagan, Chair (MI) Michelle Lyons-Brown (AK) Anysia Drumheller (CA) Elaine Lerner (NJ)

Financial Review Kathy Cummins-Merry, Chair (MI) Deena Chard (MI) Deb Marshall (MI)

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Finance Steven Wright, Chair (NY) Harold Matott (NY) Dasarath Kiridena (DC) Anne Morrow (VA)

Membership Anysia Drumheller, Chair (CA) Cathy Bennett (CA) Becky Stoddard (KY) Jim Donoghue (IA)

Governmental Affairs John Hill, Chair, IN Kathy Cummins-Merry Vice Chair (MI) Amy Edwards (VA) Patsy Crawford, IL Rick Jacobs (IL) Michelle Lyons-Brown (AK) Greg Morris (MI) Alicia Neumann (CA) Amanda Way (CA)

2011 Conference Michelle Lyons-Brown, Co-Chair (AK)

Communications Jane Reagan, Co-Chair (MI) Larry Charny, Co-Chair (NY) Mike Albino (NY) Susan Douglas (FL) Jeremy Ford (CA) Cathy Bennett (CA) Anysia Drumheller (CA) John Hill (IN) Martha Ritter (MN) Suzy Whitehead (NM)

Education and Research Cathy Griffin, Chair (MN) Bob Bundy (AK) Susan Alexander (NY) Rena Steyaert (MT) Tracy Brunner, IN Glenelle Bruneske (AZ) Gloria Sullivan (NY) Kimberley Erickson (CO) Kris Johnson (UT) Laurie Ray (NC) Cindy Levesque (ID)

Committee Denise Achin (RI) Anne Karasek (NC) Alicia Neumann (CA) Kathi McConnell(MD) Amanda Way (CA) Jim Donoghue (IA) Rick Jacobs (IL) Nora Poisella (NC) Becky Stoddard (KY) Colleen O’Reilly (CA)

Amy Edwards, Co-Chair (VA)

Budget and Finance Steven Wright, Chair, NY Phillip Gonzales, WA Harold Matott, NY Dasarath Kiridena, DC

Charity Auction Debbie Geer, Chair (CA) Tonja Kutz (CA) Amy Edwards (VA)

On-Site Logistics Mary Hall, Chair (VA) Suzy Whitehead (NM) Amy Edwards (VA) Michelle Lyons-Brown (AK) John Hill (IN)

Education/Program Jane Reagan, Co-Chair (MI) Cathy Griffin, Co-Chair (MN) Cathy Bennett (CA) Denise Achin (RI) John Hill (IN) Michelle Lyons-Brown (AK) Anysia Drumheller, CA Suzy Whitehead (NM) Martha Ritter (MN)

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Communication Brenda Lenhart, Chair (VA) Cathy Bennett (CA) Cathy Griffin (MN) Jane Reagan (MI) Michelle Lyons-Brown (AK)

About NAME, Inc. Background: NAME was established in 2003 in response to the need to find a national forum for addressing the increasing complexity and challenges of Medicaid in school settings. It has evolved into a clearinghouse for information, in the service of helping members analyze their options in daily decision–making. NAME members from around the country are generous in sharing their expertise that comes from experience, networking and information disseminated by NAME. NAME's Mission: NAME advocates program integrity for school-based Medicaid reimbursement Who Belongs to NAME? Generally NAME has 300 members from 45 states and Washington DC. Our members: Represent State Departments of Medicaid and Education and local educational agencies (LEAs) and dozens of businesses and professional organizations at the state and national levels Are professionals working on the state or local level who are involved in school-based Medicaid claiming for services provided for students in special education. Our members are involved in, but not limited to: Medicaid claiming and billing; Medicaid quality assurance oversight; Medicaid program development; policy making; policy implementation; and advocacy. Some Things NAME Does: Provide professional development by sponsoring an Annual Conference, in September or October Hosts telephonic town meetings that focus on one specific topic at a time, allowing for dynamic interaction of participants and experts sharing news in their fields Share information with and facilitate networking among members and interested parties via the NAME Website:

o

Member-Only Section new in 2011 to increase the value for membership.



Members can view archived press releases, federal and state technical advisories, audit reports, an expanding database of relevant documents for research, links to other websites and other organizations with shared interests, and time-sensitive articles of the most current information and news

Distributes a Bi-monthly NAME-tag newsletter with timely updates from a variety of sources to keep members in touch with their regions, the Conference Committee, the President, and others Build relationships and partner with national professional organizations, federal agencies and others and focus on issues important to NAME members Develops and conducts a Biennial Survey. This project gathers and interprets data and information from state Medicaid agencies, state education agencies and LEAs around the country, to better understand the School Based Medicaid Program

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nationwide. Components include program composition, services covered and fiscal and programmatic policy. Invaluable information has been provided to the press, government agencies, policy makers and members.

Past Presidents and Conference Locations Dann Stevens (IA) John Hill (IN) Cathy Griffin (MN) Brenda Mack-Bowman (DE) Elizabeth Touhey (CA) Amy Edwards (VA) Michelle Lyons-Brown (AK) Denise Achin (RI)

Denver, CO Boston, MA Seattle, WA Indianapolis, IN Minneapolis, MN Philadelphia, PA San Diego, CA Williamsburg, VA Albuquerque, NM

2003 2004 2005 2006 2007 2008 2009 2010 2011

NAME Provides: • A growing directory of members to contact with specific questions • A research data base with information on various state policies for Medicaid funding in education • A networking opportunity for like-minded policy makers and professionals to connect at all levels of involvement in the unique area of Medicaid in Education

www.MedicaidForEducation.org

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