Accountable Care Organization Congress The THIRD NATIONAL

The Leading Forum on Accountable Care Organizations (ACOs) and Related Delivery System and Payment Reform

October 30 – November 1, 2012 • Los Angeles, CA FEATURED FACULTY Bart Asner, MD, Chief Executive Officer, Monarch Healthcare; Past Chair, Integrated Healthcare Association

Peter V. Lee, JD, Executive Director, California Health Benefit Exchange; Former Director of Delivery System Reform, US Department of Health and Human Services

Julie Barnes, JD, Director of Health Policy, Bipartisan Policy Center

Robert Margolis, MD, Managing Partner and Chief Executive Officer, HealthCare Partners Medical Group

Ann Boynton, Deputy Executive Officer, Benefit Programs Policy and Planning, California Public Employees’ Retirement System (CalPERS),

Ian Morrison, PhD, Consultant and Futurist; Author, Healthcare in the New Millennium: Vision, Values and Leadership

Gail K. Boudreaux, Chief Executive Officer, UnitedHealthcare; Executive Vice President, UnitedHealth Group, Inc.

Kavita Patel, MD, MSHS, Fellow, The Brookings Institution; Former Director of Policy, Office of Intergovernmental Affairs and Public Engagement, The White House

Jay Crosson, MD, Vice President of Professional Satisfaction – Care Delivery and Payment, American Medical Association

Hoangmai H. Pham, MD, MPH, Director of ACO Programs, Center for Medicare and Medicaid Innovation, Centers for Medicare and Medicaid Services

Susan Dentzer, Editor-in-Chief, Health Affairs, Health Policy Analyst, The News Hour with Jim Lehrer

Terri L. Postma, MD, Medical Officer, PerformanceBased Payment Policy Staff, Centers for Medicare and Medicaid Services

Scott Gottlieb, MD, Resident Fellow, American Enterprise Institute, Former Deputy Commissioner for Medical and Scientific Affairs, FDA, Former Senior Adviser to the Administrator, CMS

Stephen Shortell, PhD, MPH, MBA, Dean, School of Public Health, Blue Cross of California Distinguished Professor of Health Policy and Management, University of California, Berkeley

Rick Jelinek, Chief Executive Officer, OptumHealth

A Hybrid Conference & Internet Event

Produced by

CoSponsored by

Gold Grantor Silver Grantors

Bronze Grantors

Kent Thiry, MBA, Chairman and Chief Executive Officer, DaVita, Inc.

Register Online at: www.ACOCongress.com

See page 2

Co-Located with the National Dual Eligibles Summit The Leading Forum on Managing the Care and Cost of Medicare/Medicaid Dual Eligibles

www.DualEligiblesSummit.com

Beverly Hilton Hotel

Additional Grantor Media Partners

The Third National ACO Congress

Who Should Attend:

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ince the Second National Accountable Care Organization Congress in November 2011, the ACO trend has demonstrated great momentum. As of June, there are more than 200 ACOs identified in the U.S., a 38% increase in only six months. The number and variety of organizations adopting accountable care demonstrates providers’ strong belief that the accountable care model is a crucial component of the future of American healthcare. The Third National ACO Congress, October 30-November 1, 2012 in Los Angeles, will bring together leading policymakers, dealmakers, experts, and those who have been working on the front line of ACO implementation and operations to provide unique, in-depth insights and hands-on experience on what has been done so far and what’s in the planning stage in every sector. The three-day conference will be filled with compelling keynote presentations, including “Inside the Deal” sessions with the principals in the Monarch/Optum and HealthCare Partners/DaVita transactions, political forecasts from leading healthcare advisers, updates from CMS, and insights from private sector ACO developers. There will be three content-rich pre-conferences and twenty-two concurrent sessions that offer participants a chance to learn more about the Medicare Shared Savings and Pioneer ACO programs, private sector ACO partnerships, Medicaid, Dual Eligible and safety net-focused ACOs. We will also hear from experts on ACO legal issues, quality measurement and HIT implementation. Please join us for this exciting agenda as ACO implementation continues to roll out across the nation.

CAPG AND IHA ACO CONGRESS WELCOME As ACO Congress co producers, it is the pleasure of the California Association of Physician Groups (CAPG) and the Integrated Healthcare Association (IHA) to welcome attendees to our ACO Congress. The Congress will provide an unprecedented opportunity to discuss, dissect, and identify effective ways to implement ACOs, a key component of the Affordable Care Act. Donald H. Crane, JD, President and Chief Executive Officer, California Association of Physician Groups

Tom Williams, DrPH, President and Chief Executive Officer, Integrated Healthcare Association

Executives and Board Members of Health Plans, Health Systems, Hospitals and Physician Organizations Medical Directors Physicians Nurses, Nurse Practitioners and Other Allied Health Professionals Pharmacists and Pharmacy Benefit Managers Representatives of Purchasers, including Private Employers and Public Purchasers Consumer Organization Representatives Federal and State Government Officials Health Care Regulators and Policy Makers Health Benefits Consultants Health Services Researchers and Academics Health Care Attorneys and In-house Counsel Chief Financial Officers Chief Innovation Officers Directors of Accountable Care Directors of Quality Management and Improvement Directors of Government Programs Directors of Medicare Programs Directors of Medicaid Programs Directors of Network Contracting Directors of Provider Relations Directors of Finance and Reimbursement Pharmaceutical Executives Pharmaceutical Consultants

ABOUT THE CONGRESS PRODUCERS The California Association of Physician Groups (CAPG), www.CAPG.org, is the voice of organized medicine in California. CAPG is a professional association comprised of more than 150 of California’s leading physician groups. These groups employ and/or contract with physicians who in turn provide health care services to approximately 13 million Californians. CAPG is the nation’s largest professional association representing physician groups practicing in the managed care model. Our members are committed to the delivery of coordinated, accountable, clinically integrated health services. We support our members through public advocacy, educational services and collaboration with other stakeholders in California healthcare.

The Integrated Healthcare Association (IHA) is a not-forprofit multi-stakeholder leadership group that promotes quality improvement, accountability and affordability of healthcare in California. IHA administers regional and statewide programs, serves as an incubator for pilot programs and projects, and actively convenes all healthcare parties for cross sector collaboration on healthcare topics. IHA principal projects include the California Pay for Performance Program (the largest private physician incentive program in the U.S.), the measurement and reward of efficiency in healthcare, administrative simplification, healthcare affordability, bundled episode of care payments, and accountable care organizations.

Participation Options

Live and Archived Internet Attendance Watch the conference in live streaming video over the Internet and at your convenience at any time 24/7 for six months following the event.

Traditional Onsite Attendance Simply register, travel to the conference city and attend in person. PROS: subject matter immersion; professional networking opportunities; faculty interaction.

The archived conference includes speaker videos and coordinated PowerPoint presentations.

Onsite

At your office . . .

PROS: Live digital feed and 24/7 Internet access for the next six months; accessible in the office, at home or anywhere worldwide with Internet access; avoid travel expense and hassle; no time away from the office.

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. . . or home

Day 1: Tuesday, October 30, 2012 8:00 am

OPENING PLENARY SESSION 1:00 pm

Registration

Welcome and Introductions

Don Crane, JD, President and Chief Executive Officer,

PRE-CONFERENCE SESSIONS

California Association of Physician Groups (CAPG), Los Angeles, CA

Pre-Conference I: Actuarial Perspectives on Accountable Care Organizations (Sponsored by Milliman)

1:15 pm

Keynote Address: Updates on the Pioneer ACO Demonstration Mai Pham, MD, Director of ACO Programs, Center for Medicare and Medicaid Innovation, Centers for Medicare and Medicaid Services, Washington, DC

9:00 am

Risk-Adjusted Episodes as Benchmarks for ACO Financial Success William T. O’Brien, FSA, MAAA, Consulting Actuary, Milliman, Houston, TX 9:30 am Operational & Financial Issues: Lessons Learned from a Pioneer ACO Arthur L. Wilmes, FSA, MAAA, Principal, Consulting Actuary, Milliman, Indianapolis, IN Jill S. Herbold, FSA, MAAA, Actuary, Milliman, Indianapolis, IN

1:45 pm

Keynote Address: Updates on the Medicare Shared Savings Program Terri L. Postma, MD, Medical Officer, Performance-Based Payment Policy Staff, Centers for Medicare and Medicaid Services, Baltimore, MD

10:00 am Member Attribution Issues Susan E. Pantely, FSA, MAAA, Principal, Consulting Actuary, Milliman, San Francisco, CA

2:15 pm

Keynote Address: ACOs: Learning from Experience Stephen M. Shortell, PhD, MBA, MPH, Blue Cross of California Distinguished Professor of Health Policy and Management, Dean, School of Public Health, University of California at Berkeley, Berkeley, CA

10:30 am Break 10:45 am Client Case Studies Kimberley K. Hiemenz, FSA, MAAA, Actuary, Milliman,

Milwaukee, WI

2:45 pm

11:15 am Management Reports for ACOs William J. Fox, FSA, MAAA, Principal, Consulting Actuary, Milliman, Seattle, WA

3:15 pm

11:45 am Q&A Noon

Pre-Conference Adjourns (Lunch on Own)

Pre-Conference II: Building a Successful ACO: A Blueprint for Implementation (Sponsored by The Camden Group) 9:00 am Building a Successful ACO: A Blueprint for Implementation Laura Jacobs, MPH, Executive Vice President, The Camden Group, Los Angeles, CA Teresa Koenig, MD, MBA, Senior Vice President, The Camden Group, Los Angeles, CA Nancy Markle, RN, Vice President, The Camden Group, Los Angeles, CA Carolyn Tung, MS, Vice President, The Camden Group, Los Angeles, CA Noon

Pre-Conference Adjourns (Lunch on Own)

Pre-Conference III: ACO’s Key Resource for Success: An Information Exchange that Supports the Sharing of Digital Information According to the Business Rules of the ACO (Sponsored by Health IT Certification) 8:30 am

Overview of Health IT for ACOs

Steven S. Lazarus, PhD, President, Boundary Information Group;

HIPAA Summit Distinguished Service Award Winner, Denver, CO

Refreshment Break

Keynote Panel: Early Success Stories from Pioneer ACOs Pam Halvorson, Vice President Regional Clinic Operations, Executive Sponsor – ACO Strategies, Trinity Health Systems, Fort Dodge, IA John Jenrette, MD, Chief Executive Officer, Sharp Community Medical Group; Chair, California Association of Physician Groups, San Diego, CA Barbara Spivak, MD, President, Mount Auburn Cambridge Independent Practice Association (MACIPA), Brighton, MA Julie Barnes, JD, Director of Health Policy, Bipartisan Policy Center, Washington, DC (Moderator) 4:30 pm Keynote Panel: The Political Side: The Romney and Obama Campaigns’ Views on Health Reform Scott Gottlieb, MD, Resident Fellow, American Enterprise Institute; Clinical Assistant Professor, New York University School of Medicine; Former Deputy Commissioner for Medical and Scientific Affairs, FDA; Former Senior Adviser to the Administrator, Centers for Medicare and Medicaid Services, New York, NY Kavita Patel, Managing Director for Clinical Transformation and Delivery, Engelberg Center for Health Care Reform, The Brookings Institution; Former Director of Policy, Office of Intergovernmental Affairs and Public Engagement, The White House, Washington, DC Susan Dentzer, Editor-in-Chief, Health Affairs; Health Policy Analyst, The News Hour with Jim Lehrer, Washington, DC (Moderator) 5:30 pm Networking Reception

10:15 am Break 10:30 am ACO Data Stewardship Margret Amatayakul, MBA, President, Margret\A Consulting,

EXHIBIT AND SPONSORSHIP OPPORTUNITIES

Noon

Take advantage of this unique opportunity to expand your reach! The Congress is attended by highly influential and experienced professionals. Sponsorship offers you strategic positioning as an industry leader. For more information call 206-673-4815 or email [email protected].

LLC; Adjunct Faculty in Health Informatics, College of St. Scholastica, Schaumburg, IL Pre-Conference Adjourns (Lunch on Own) 3

Day 2: Wednesday, October 31, 2012 7:00 am

Concurrent Session 1.4: Lessons Learned From ACO Implementation: 3 Successful Case Studies Phil Polakoff, MD, MPH, Managing Partner, Polakoff Boland, Berkeley, CA

Registration

MORNING PLENARY SESSION

Concurrent Session 1.5: The Impact of Palliative Care Integration on Healthcare’s Value Equation Christine S. Ritchie, MD, MSPH, Harris Fishbon Distinguished Professorship in Clinical Translational Research in Aging, University of California San Francisco, Division of Geriatrics, San Francisco, CA

8:00 am

Welcome and Introductions Tom Williams, DrPH, President and Chief Executive Officer, Integrated Healthcare Association (IHA), Oakland, CA 8:15 am Keynote Address: Looking Ahead at Accountable Care: Post Election Scenarios Ian Morrison, PhD, Author, Consultant, and Futurist, Menlo Park, CA

Concurrent Session 1.6: 2012 ACO Survey Identifies Opportunities and Challenges Carol Simon, Executive Vice President, Optum; Director, Optum Institute for Sustainable Health, Eden Prairie, MN Miles Snowden, MD, Chief Medical Officer, Optum, Eden Prairie, MN

8:45 am

Keynote Panel: Insights into Commercial ACO Strategies Gail K. Boudreaux, Chief Executive Officer, UnitedHealthcare; Executive Vice President, UnitedHealth Group, Inc., Minnetonka, MN Harlan Levine, MD, Executive Vice President, Comprehensive Health Solutions, Wellpoint, Inc., Los Angeles, CA Ian Morrison, PhD, Author, Consultant, and Futurist, Menlo Park, CA (Moderator)

2:15 pm Transition Break 2:30 pm CONCURRENT SESSIONS: GROUP 2 Concurrent Session 2.1: Health Plan — Provider Partnerships: Keys to Success Lois Elia, MBA, Vice President, AdvocateCare, Advocate Health Care, Chicago, IL Scott Sarran, Chief Medical Officer, Blue Cross Blue Shield of Illinois, Chicago, IL

10:15 am Refreshment Break 10:45 am Keynote Panel: Restructuring for Accountable Care: Inside the DaVita/ HealthCare Partners and Monarch HealthCare/Optum Deals Bart Asner, MD, Chief Executive Officer, Monarch Healthcare, Irvine, CA Rick Jelinek, Chief Executive Officer, OptumHealth, Golden Valley, MN Robert Margolis, MD, Managing Partner and Chief Executive Officer, HealthCare Partners Medical Group, Los Angeles, CA Kent Thiry, MBA, Chairman and Chief Executive Officer, DaVita, Inc., Denver, CO Don Crane, JD, President and Chief Executive Officer, California Association of Physician Groups (CAPG), Los Angeles, CA

Concurrent Session 2.2: Evolving Toward the Accountable Future: Realistically Realizing the Vision of Reform Charles Kennedy, MD, Chief Executive Officer, Aetna Accountable Care Solutions, Hartford, CT Concurrent Session 2.3: Building an ACO Framework: Opportunities and Challenges for Providers and Hospitals Edward G. Murphy, MD, Chairman, Sound Physicians; Professor of Medicine, Virginia Tech Carilion School of Medicine, New York, NY Amin Neghabat, MHA, Senior Vice President, Business Development, Sound Physicians, Seattle, WA

12:15 pm Networking Lunch in Exhibit Hall

Concurrent Session 2.4: Inside the Deals: Recent Mergers and Acquisitions in the Healthcare Industry Eric Klein, Esq, Partner and Leader, National Healthcare Team, Sheppard Mullin Richter & Hampton LLP, Los Angeles, CA

1:15 pm CONCURRENT SESSIONS: GROUP 1 Concurrent Session 1.1: Navigating the Perilous Journey from Entitlement to Accountability Nathan S. Kaufman, Managing Director, Kaufman Strategic Advisers, San Diego, CA

Concurrent Session 2.5: An Essential Ingredient for a Successful ACO: The Clinical Knowledge Exchange Jonathan Everett, Manager, Health Information Technology, Chinese Community Health Care Association, San Francisco, CA Darren Schulte, MD, MPP, Chief Medical Officer, Apixio, San Mateo, CA

Concurrent Session 1.2: The Implementation of ACOs in State Medicaid Programs William Barcellona, Vice President for Government Affairs, California Association of Physician Groups, Sacramento, CA

Concurrent Session 2.6: Redesigning Care Delivery for an Accountable World Teresa Koenig, MD, MBA, Senior Vice President, The Camden Group, Los Angeles, CA

Concurrent Session 1.3: Restructuring for Accountable Care: Achieving True Provider Integration Barry Arbuckle, PhD, President and Chief Executive Officer, MemorialCare Health System; Treasurer, Integrated Healthcare Association, Fountain Valley, CA Mark Schafer, MD, Chief Medical Officer, MemorialCare Medical Foundation, Tustin, CA

3:30 pm

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Refreshment Break

4:00 pm CONCURRENT SESSIONS: GROUP 3

Day 3: Thursday, November 1, 2012

Concurrent Session 3.1: A View into Accountable Care: Risk Contracting and Care Models in Organized Delivery Systems Robert E. Mechanic, MBA, Senior Fellow, Heller School of Social Policy and Management, Brandeis University; Executive Director, Health Industry Forum, Waltham, MA

7:30 am

Registration

MORNING PLENARY SESSION 8:30 am Welcome and Introductions John Jenrette, MD, Chief Executive Officer, Sharp Community Medical Group; Chair, California Association of Physician Groups, San Diego, CA

Concurrent Session 3.2: Is a Formula Emerging in the Move Toward Accountable Care? Results from Interviews with Early Adopters Jeff Moser, Vice President, Sg2, Skokie, IL

8:45 am

Keynote Panel: Accountable Care Organizations in Germany Volker Amelung, Prof. Dr., Professor, International Healthcare System Research, Medical University of Hannover; President, German Managed Care Association, Hannover, Germany

Concurrent Session 3.3: Innovation in Physician Payment and Organization for Cancer Care Linda D. Bosserman, MD, FACP, Medical Oncologist and President, Wilshire Oncology Medical Group, an Affiliate of US Oncology, Rancho Cucamonga, CA Kimberly MacPherson, MBA, MPH, Program Director, Health Policy and Management, School of Public Health, University of California at Berkeley; Co-Director, Berkeley Center for Health Technology, Berkeley, CA Jennifer Malin, MD, PhD, Medical Director Oncology, WellPoint, Inc., Thousand Oaks, CA James C. Robinson, PhD, Leonard D. Schaeffer Professor of Health Economics, University of California at Berkeley; Director, Berkeley Center for Health Technology, Berkeley, CA

9:15 am Keynote Panel: How ACOs will Participate in Health Insurance Exchanges Ann Boynton, Deputy Executive Officer, Benefit Programs Policy and Planning, California Public Employees’ Retirement System (CalPERS), Sacramento, CA Peter V. Lee, JD, Executive Director, California Health Benefit Exchange; Former Director of Delivery System Reform, US Department of Health and Human Services, San Francisco, CA 10:00 am Keynote: Physician Culture: The Key to Long Term ACO Success Jay Crosson, MD, Vice President of Professional Satisfaction – Care Delivery and Payment, American Medical Association, Oakland, CA 10:30 am Refreshment Break

Concurrent Session 3.4: Leveraging Predictive Analytics to Drive Value Based Insurance Design Programs Jeff Rideout, MD, Senior Vice President and Chief Medical Officer, The TriZetto Group, Newport Beach, CA

10:45 am CONCURRENT SESSIONS: GROUP 4 Concurrent Session 4.1: Medicare Accountable Care Organizations — What & Why? David Sayen, Regional Administrator, Centers for Medicare and Medicaid Services – Region IX, San Francisco, CA

Concurrent Session 3.5: ACO Framework for Pharmaceuticals: Joint Recommendations from the American Medical Group Association, Premier Health Alliance, and the National Pharmaceutical Council Robert W. Dubois, MD, PhD, Chief Science Officer, National Pharmaceutical Council, Washington, DC Marv Feldman, RPh, MS, Managing Principal, Pharmacy Consulting and Senior Director, Medication Management, Premier Inc., Boston, MA Greg Kotzbauer, Project Manager, Health Policy and ACO Demonstrations, Dartmouth Institute, Hanover, NH Jerry Penso, MD, MBA, Chief Medical and Quality Officer, American Medical Group Association, Alexandria, VA

Concurrent Session 4.2: Early Lessons in Population Health Management and Risk-Based Payment Models Matt Cinque, Managing Director, The Advisory Board Company, Washington, DC Concurrent Session 4.3: Compliance — Your First Audit is Sooner Than You Think: Fundamentals for Operations and Risk Management Tyrina Blomer, JD, Chief Regulatory Counsel and Senior Vice President, Compliance, Universal American Corp. – Collaborative Health Systems, Houston, TX Bruce Merlin Fried, Esq, Partner, Health Care Group, SNR Denton US LLP, Washington, DC Mark Hamelburg, Esq, Senior Counsel, Health Care Group, SNR Denton US LLP, Washington, DC

Concurrent Session 3.6: ACO Legal Issues: From Theory to Practice Robert G. Homchick, Esq, Partner and Chair, Health Law Practice, Davis Wright Tremaine, Seattle, WA Douglas C. Ross, Esq, Partner and Chair, Litigation Practice, Davis Wright Tremaine, Seattle, WA Robert L. Schuchard, Esq, Partner, Davis Wright Tremaine, Los Angeles, CA

Concurrent Session 4.4: Making Accountable Care Organizations Work by Deploying “NextGeneration” Data Management and Advanced Analysis Approaches: Case Studies John Mattison, MD, Assistant Medical Director and Chief Medical Information Officer, Kaiser Permanente Southern California, Pasadena, CA Eugene Nelson, DrSc, MPH, Director, Population Health and Measurement, Dartmouth Health System, Lebanon, NH Joachim Roski, PhD, MPH, Executive Advisor, Booz Allen Hamilton, Washington, DC

5:00 pm Adjournment

5

12:00 pm ACO Congress Adjournment

THE FOLLOWING REGISTRATION TERMS AND CONDITIONS APPLY REGARDING INTERNET REGISTRATIONS 1. Individuals or groups may register for Internet access. Organizations may register for group access without presenting specific registrant names. In such instances the registering organization will be presented a series of user names and passwords to distribute to participants.

HOTEL INFORMATION/RESERVATIONS

2. Each registrant will receive a user name and password for access. Registrants will be able to change their user names and passwords and manage their accounts.

A special group-rate of $245.00 single/double per night (plus tax) has been arranged for Congress attendees.

The Beverly Hilton is the official hotel for the Third National Accountable Care Organization Congress.

Please call 1-800-HILTONS to make your reservation and refer to the group code ACO Congress to get the group rate.

3. Internet registrants will enjoy six (6) months of access from the date of issuance of a user name and password.

Reservations at the group rate will be accepted while rooms are available or until the cut-off date of Monday, October 1, 2012. After this date, reservations will be accepted on a space-available basis at the prevailing rate.

4. Only one user (per user name and password) may access the archived conference. It is not permissible to share the user name and password with third parties. Should Internet registrants choose to access post conference content via alternative media (Flash Drive), this individual use limitation applies. It is not permissible to share alternative media with third parties.

The Beverly Hilton 9876 Wilshire Boulevard • Beverly Hills, CA 90210 • 310-274-7777

5. User name and password use will be monitored to assure compliance. 6. Each Internet registration is subject to a “bandwidth” or capacity use cap of 5 gb per user per month. When this capacity use cap is hit, the registration lapses. Said registration will be again made available at the start of the next month so long as the registration period has not lapsed and is subject to the same capacity cap. 7. For online registrants there will be no refunds for cancellations. Please call the Conference Office at 800-503-5640 or 206-629-2352 for further information. REGARDING ONSITE REGISTRATION, CANCELLATIONS AND SUBSTITUTIONS 1. For onsite group registrations, full registration and credit card information is required for each registrant. List all members of groups registering concurrently on fax or scanned cover sheet. 2. For onsite registrants there will be no refunds for “no-shows” or for cancellations. You may send a substitute or switch to the online option. Please call the Conference Office at 800-503-5640 or 206-629-2352 for further information. METHOD OF PAYMENT FOR TUITION Make payment to Health Care Conference Administrators LLC by check, MasterCard, Visa or American Express. Credit card charges will be listed on your statement as payment to HealthCare (HC) Conf LLC. Checks or money orders should be made payable to Health Care Conference Administrators LLC. A $30 fee will be charged on any returned checks. REGISTRATION OPTIONS Registration may be made online or via mail, fax or scan. You may register through either of the following: • Online at www.ACOCongress.com. • Fax/Mail/Email using this printed registration form. Mail the completed form with payment to the conference registrar at 22529 39th Ave. SE, Bothell, WA 98021, or fax the completed form to 206-319-5303, or scan and email the completed form to [email protected]. Checks or money orders should be made payable to Health Care Conference Administrators LLC. The following credit cards are accepted: American Express, Visa or MasterCard. Credit card charges will be listed on your statement as payment to HealthCare (HC) Conf LLC.

Co-Located with The NATIONAL

Dual Eligibles Summit The Leading Forum on Managing the Care and Cost of Medicare/Medicaid Dual Eligibles

www.DualEligiblesSummit.com Produced by

A Hybrid Conference & Internet Event See website

For registrants awaiting company check or money order, a credit card number must be given to hold registration. If payment is not received by seven days prior to the Congress, credit card payment will be processed. TAX DEDUCTIBILITY Expenses of training including tuition, travel, lodging and meals, incurred to maintain or improve skills in your profession may be tax deductible. Consult your tax advisor. Federal Tax ID: 91-1892021. CONTINUING EDUCATION UNITS (CEUs) The Congress does not offer pre-approved Continuing Education Credits (CEUs) directly. However, onsite attendees can request a Certifcate of Attendance which they can file with appropriate entities for credit, and online attendees can request an Online Certificate of Attendance on which they can certify the number of hours they watched and can file with appropriate entities for credit. CANCELLATIONS/SUBSTITUTIONS No refunds will be given for “no-shows” or for cancellations of either online or onsite registrations. You may send a substitute or transfer your onsite registration to an online registration. For more information, please call the Conference Office at 800-503-5640 or 206-629-2352. INTELLECTUAL PROPERTY POLICY Unauthorized sharing of Congress content via Internet access through the sharing of user names and passwords or via alternative media (Flash Drive) through the sharing of said media is restricted by law and may subject the copyright infringer to substantial civil damages. The Congress aggressively pursues copyright infringers. If a registrant needs the ability to share Congress content within his or her organization, multiple Congress registrations are available at discounted rates. The Congress will pay a reward for information regarding unauthorized sharing of Congress content. The reward will be one quarter (25%) of any recovery resulting from a copyright infringement (less legal fees and other expenses related to the recovery) up to a maximum reward payment of $25,000. The payment will be made to the individual or individuals who in the opinion of our legal counsel first provided the factual information, which was necessary for the recovery. If you have knowledge regarding the unauthorized Congress content sharing, contact the Congress registration office. REGISTRATION BINDING AGREEMENT Registration (whether online or by this form) constitutes a contract and all of these terms and conditions are binding on the parties. In particular, these terms and conditions shall apply in the case of any credit/debit card dispute. GENERAL TERMS AND CONDITIONS Program subject to cancellation or change. If the program is cancelled the only liability of the Congress will be to refund the registration fee paid. The Congress shall have no liability regarding travel or other costs. Registration form submitted via fax, mail, email or online constitutes binding agreement between the parties. FOR FURTHER INFORMATION Call 800-503-5640 (Continental US, Alaska and Hawaii only) or 206-629-2352, send e-mail to [email protected], or visit our website at www.ACOCongress.com.

6

ACO Congress

COMPLETE THE FOLLOWING. PLEASE PRINT CLEARLY: NAME

HOW TO REGISTER: Fully complete the form on page 7 (one form per

SIGNATURE OF REGISTRANT - REQUIRED

registrant, photocopies acceptable). Payment must accompany each registration (U.S. funds, payable to Health Care Conference Administrators, LLC).

JOB TITLE

ONLINE: Secure online registration at www.ACOCongress.com.

ORGANIZATION

FAX: 206-319-5303 (include credit card information with registration) MAIL: Conference Office, 22529 39th Ave SE, Bothell, WA 98021

ADDRESS

FOR REGISTRATION QUESTIONS:

CITY/STATE/ZIP

PHONE: 800-503-5640 (Continental US, Alaska and Hawaii only) or

TELEPHONE

206-629-2352, Monday-Friday, 7 AM - 5 PM PST E-MAIL: [email protected]

E-MAIL ❏ Special Needs (Dietary or Physical)

ONSITE CONFERENCE ATTENDANCE

ONLINE CONFERENCE ATTENDANCE

Onsite conference registration includes onsite attendance, professional networking, and live interaction with the faculty, plus a conference materials CD.

Online conference registration includes the live Internet feed from the Congress, plus six months of continued archived Internet access, available 24/7.

PRE-CONFERENCE:

INDIVIDUAL REGISTRATION (Includes ACO Preconference): ❏ Through Friday, August 31, 2012* ❏ Through Friday, September 28, 2012** ❏ After Friday, September 28, 2012

❏ Pre-Conference I — Actuarial Perspectives on ACOs $ 495 ❏ Pre-Conference II — Building a Successful ACO  $ 495 $ 495 ❏ Pre-Conference III — ACO’s Key Resource for Success 

GROUP REGISTRATION:

CONFERENCE REGISTRATION (Does not include Preconference): ❏ Through Friday, August 31, 2012* $1,195 ❏ Through Friday, September 28, 2012** $1,495 ❏ After Friday, September 28, 2012 $1,795

Group registration offers the substantial volume discounts set forth below. Group registration permits the organizational knowledge coordinator either to share conference access with colleagues or to assign and track employee conference participation.

GROUP REGISTRATION DISCOUNT (Does not include Preconference): Five or more registrations submitted at the same time receive the following discounted rates for conference registration only:

Conference:

❏ Through Friday, August 31, 2012* ❏ Through Friday, September 28, 2012** ❏ After Friday, September 28, 2012

Conference Access: ❏ 5 or more $595 each

$ 795 $1,095 $1,395

❏ 20 or more $395 each ❏ 40 or more $295 each

CONFERENCE ELECTRONIC MEDIA:

Online attendees — Following the Congress, the video and presentations are made available on a flash drive. To take advantage of the discounted price below, you must reserve media WITH your Congress registration:

Onsite Attendees — Following the Congress, the video and presentations are made available in the following formats. To take advantage of the discounted prices below, you must reserve media WITH your Congress registration: ❏ 6 months’ access on Web

❏ 10 or more $495 each

See INTELLECTUAL PROPERTY POLICY, page 6.

CONFERENCE ELECTRONIC MEDIA:

❏ Flash Drive ($99 + $15 shipping) $ 114

$ 795 $1,095 $1,395

❏ Flash Drive ($99 + $15 shipping) $ 114

(All online attendees automatically receive 6 months access on web.)

$ 99

SPECIAL SUBSCRIPTION OFFER FOR BOTH ONSITE AND ONLINE ATTENDEES:

SELECT YOUR CONCURRENTS (One from each group): October 31 Group 1: 1:15 pm

❏ 1.1

❏ 1.2

❏ 1.3

❏ 1.4

❏ 1.5

❏ 1.6

Group 2: 2:30 pm

❏ 2.1

❏ 2.2

❏ 2.3

❏ 2.4

❏ 2.5

❏ 2.6

Group 3: 4:00 pm

❏ 3.1

❏ 3.2

❏ 3.3

❏ 3.4

❏ 3.5

❏ 3.6

November 1 Group 4: 10:45 am

❏ 4.1

❏ 4.2

❏ 4.3

❏ 4.4

You can purchase an annual subscription to Accountable Care News, Medical Home News, Predictive Modeling News or Readmissions News for only $295 (regular rate $468) when ordered with your conference registration. ❏ Accountable Care News $ 295 ❏ Medical Home News $ 295

❏ Predictive Modeling News ❏ Readmissions News

$ 295 $ 295

* This price reflects a discount for registration and payment received through Friday, 8/31/12. ** This price reflects a discount for registration and payment received through Friday, 9/28/12.

SPECIAL PACKAGE REGISTRATION INDIVIDUAL REGISTRATION: Includes full conference (excluding preconferences), both onsite and online (live and archived for 6 months), for two co-located events (Third National ACO Congress and First National Dual Eligibles Summit):

FOR CO-LOCATED ACCOUNTABLE CARE ORGANIZATION CONGRESS AND DUAL ELIGIBLES SUMMIT You can register for both events for both onsite and online (live and archived for 6 months) access for the following package price:

❏ Through Friday, August 31, 2012* ❏ Through Friday, September 28, 2012** ❏ After Friday, September 28, 2012

This special package two-event registration provides full onsite access to both events — you can go back a forth between the sessions — and full online live and six month archived streaming video of the events so that you can see the sessions that you missed and review those sessions in which you participated.

PAYMENT

REGISTRATION BINDING AGREEMENT

Discount Code:

Registration (whether online or by this form) constitutes a contract and all of these terms and conditions are binding on the parties. In particular, these terms and conditions shall apply in the case of any credit/debit card dispute. For online and onsite registrants there will be no refunds for “no-shows” or cancellations.

TOTAL FOR ALL OPTIONS, ONSITE OR ONLINE: Please enclose payment with your registration and return it to the Registrar at ACO Congress, 22529 39th Ave SE, Bothell, WA 98021, or fax your credit card payment to 206-319-5303.

ACCOUNT #

You may also register online at www.ACOCongress.com.

EXPIRATION DATE

❏ Check/money order enclosed (payable to Health Care Conference Administrators LLC) ❏ Payment by credit card: ❏ American Express

❏ Visa

NAME OF CARDHOLDER

❏ Mastercard

If a credit card number is being given to hold registration only until such time as a check is received it must be so noted. If payment is not received by seven days prior to the Congress, the credit card payment will be processed. Credit card charges will be listed on your statement as payment to HealthCare (HC) Conf LLC.

$1,995 $2,395 $2,795

SIGNATURE OF CARDHOLDER

7

SECURITY CODE

ACO Congress

PRESORTED FIRST CLASS U.S. POSTAGE PAID PERMIT # 1 PALM DESERT, CA

Publications Printing Dept. 41651 Corporate Way Palm Desert, CA 92260 USA (Address for Return Mail Only)

www.ACOCongress.com

Accountable Care Organization Congress The THIRD NATIONAL

A Hybrid Conference & Internet Event See page 2

October 30 – November 1, 2012 Los Angeles, CA • Beverly Hilton Hotel The Leading Forum on Accountable Care Organizations (ACOs) and Related Delivery System and Payment Reform Co-Located with the National Dual Eligibles Summit www.DualEligiblesSummit.com

Register Online at: www.ACOCongress.com

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