Industry Insights Conference - Health Care Program Replay

Barry Payne

Barry Payne Director - Business Development Management Accounting As Director - Management Accounting at AICPA, Barry listens to CFOs on their skills and talent challenges. Barry has worked with global organizations such as Shell, KPMG, Nestle and Coca-Cola and supported their finance development programs. In the US, Barry’s focus is to ensure that companies benefit from the CGMA designation and to ensure that CPAs know how CGMA can help them transform their skills in business. A UK national, Barry started his career at KPMG after graduating from the University of London. Barry is now a honorary Tarheel and lives in Chapel Hill, NC.

Mary Mayhew

Mary C. Mayhew joined the Florida Hospital Association in October 2020. During her time as President, Mayhew was named to the Florida Politics 2022 Influence 150, Florida Trend's 2022 Florida 500, and placed #3 in The Florida Health Care Power 100 and #24 in The Florida Power 100 by City & State Florida.

Prior to joining FHA, Mayhew served as Secretary of the Florida Agency for Health Care Administration (AHCA) in the administration of Governor Ron DeSantis. As Secretary, Mayhew played an instrumental role in the state's response to the COVID-19 pandemic. She also spearheaded several initiatives to support increased accountability for improved healthcare outcomes for the more than 4 million Medicaid enrollees and to promote integrated care coordination.

Mayhew joined AHCA from the U.S. Department of Health and Human Services, where she served as Deputy Administrator and Director of the Center for Medicaid and CHIP Services, overseeing the more than $375 billion Medicaid program.

Mayhew also served for more than six years as the commissioner of the Maine Department of Health and Human Services. During this time, she advanced comprehensive health homes, Medicaid Accountable Community Organizations, integrated behavioral health homes, and efforts to improve access to substance use disorder treatment in primary care practice settings. Promoting high-quality behavioral health services remains a priority for Mayhew today.

Her private sector roles include 11 years with the Maine Hospital Association as vice president of government relations, where she advocated for policies that supported hospitals and the patients and communities they serve. Mayhew also as a partner in the public affairs firm of Hawkes & Mayhew, based in Augusta, Maine, and managed state government relations for the Equifax Corporation in Atlanta, Georgia.

Mayhew's career in public service and advocacy started early. At 17, she moved to Washington, D.C. to become a Congressional page and finish high school. After college, she served as the legislative assistant in Washington, D.C. for Arkansas Representative William Alexander's Washington, D.C. office.

Mayhew is a native of Pittsfield, Maine, and a graduate of the University of Arkansas with a bachelor's degree in political science.

Mayhew's more than 30-year career spans public and private sector roles and combines experience and expertise in government relations, executive leadership, regulatory oversight, public affairs, and public policy. Her proven history of driving accountability around integrated care models, addressing social determinants of health, and navigating through an unprecedented global pandemic has made her a renowned leader in healthcare policy, innovation, and advocacy.

Mark Pascaris

Mark Pascaris is the Analytic Lead of Fitch Rating’s U.S. Not-for-Profit Hospitals team. His 
portfolio primarily consists of not-for-profit hospitals and health systems covering regions 
throughout the US. Mark also covers higher education and senior living credits. 

Mark has more than 25 years of public finance experience. Prior to joining Fitch in 2016, he 
spent 12 years as a healthcare analyst with Moody’s Investors Service. Prior to Moody’s, Mark 
was a capital planning manager with a large transit authority and an infrastructure finance and 
economics consultant. Mark has authored multiple research reports, with a particular focus on 
healthcare policy and credit. He has been a regular speaker at industry conferences and has 
served as a guest lecturer at a graduate healthcare management course at the University of 
Southern California. 

Mark earned a BA in political economy from Michigan State University, an MPA from the 
Maxwell School at Syracuse University, and MBA from the Columbia Business School.

Amy Rojik

Amy has spent 20+ years with BDO as part of the National Professional Practice. She founded and directs BDO’s Center for Corporate Governance, designed for those charged with governance of both public and private companies. She is responsible for the development and presentation of a significant volume of BDO’s continuing professional education (CPE)-worthy webinar, on-demand and podcast programs and thought leadership pieces on a variety of matters related to corporate governance, including cybersecurity, fraud, succession planning, and audit quality. She further develops certain of our firm’s board of director forums as well as participates in external events for corporate directors.
She also participates in the development and implementation of BDO’s national strategies and initiatives that support industry, business, technical, and client service goals and serves on BDO’s ESG Executive Leadership Team. She is responsible for publication and issuance of BDO’s annual voluntary Audit Quality Report as well as tools supporting communications with our client Audit Committees.
Amy currently serves as BDO’s policy lead to and participates on the Center for Audit Quality’s (CAQ) Advisory Council and has assisted in CAQ initiatives, including the SEC climate change disclosures, audit committee communications. and investor and auditor dialogues. 
She fully supports BDO initiatives aimed at flexibility, development, and career progression, and has served the BDO’s Women’s Inclusion initiative and the Virtual Parenting Network as well as BDO’s focus on the audit of the future.
Amy has a combined 11 years of prior Big Four firm public accounting experience serving manufacturing and high technology companies as well as private companies, primarily in the wholesale distribution and biotechnology markets. Such experience included assisting clients with public debt offerings and acquisition transactions

Donald Rossberg

Donald Rossberg is a Digital Specialist at Microsoft with over 20 years of experience in helping companies transform through technology. Most recently, Donald has focused on data analytics, automation, and AI technologies to help customers modernize their businesses. He holds an MBA and several certifications in Microsoft Azure. He has also won multiple internal awards including Gold Club at Microsoft for outstanding performance and customer satisfaction.

Michael Haas

Michael Haas is a Technology Management Consulting Director in RSM’s health care industry practice. In 2022, he was selected for the firm’s cutting-edge Industry Eminence Program as a senior analyst covering the health care industry, working alongside the firm’s Chief Economist and other program participants to analyze the trends and themes affecting the nonprofit and education industry and shaping middle market businesses. Michael’s focus is on improving operational and financial performance for clients in the RSM health care consulting practice. Delivering innovative solutions in areas of technology, process improvement, revenue cycle, client software application trainings and project management, he works primarily with large, integrated delivery health systems, behavioral health and community organizations, community hospitals, FQHCs, clinics and physician practices. He brings a deep understanding of the industry’s complexities and constraints that are faced while delivering solutions to his clients.

Steven Kos

Steven Kos is an innovative healthcare executive with a strong focus on information technology within revenue cycle and clinical applications. His expertise spans system design, implementation, operational workflow support, process improvement, and project management.

Jody Love

Jody is a partner in KPMG’s Healthcare and Life Science practice, based in Baltimore, Maryland. He has more than 21 years of experience providing audit services to healthcare providers, health systems, payors, medical research, life science companies and not-for-profit organizations in the Mid-Atlantic area. Professional and industry experience Jody has an in-depth knowledge of all facets of the healthcare and life science industry, including psychiatric and acute care hospitals, nursing homes, assisted living facilities, home health agencies, physician practice plans, managed care companies, bio-tech companies and continuing care retirement communities. He has served as the partner for many large for-profit and not-for-profit healthcare systems. Jody has significant experience with the registration process and reporting requirements for tax-exempt offerings. He has also been involved in providing assistance to the organizations he has served related to their quarterly financial reporting. He has many years of experience with Medicare, Medicaid and other payors, including reimbursement estimates and other statutory reporting matters. Additionally, he has experience with the NAIC statutory reporting requirements. He also has been involved with developing industry training materials and scheduling the office staff personnel to the engagements of the companies we serve.

Todd Webster

Todd Webster is an Audit Partner with KPMG LLP and is from KPMG’s Tampa, FL office. He has been with KPMG for more than 23 years, during which time he has primarily served clients in the healthcare, state and local government, and not-for-profit industries. He currently serves as one of the lead healthcare partners in the state of Florida. 
Todd completed a four-year rotation with KPMG’s Department of Professional Practice in New York City where his role was to function as a technical resource for engagement teams in the field who were providing audit services to healthcare entities, state and local governments, and not-for-profit organizations. As part of his rotation in NY, Todd served as a Practice Fellow for the Governmental Accounting Standards Board for two years. 
Todd is a Certified Public Accountant in the states of Florida, New York, and North Carolina. He is also a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. 

Jody Love

Jody is a partner in KPMG’s Healthcare and Life Science practice, based in Baltimore, Maryland. He has more than 21 years of experience providing audit services to healthcare providers, health systems, payors, medical research, life science companies and not-for-profit organizations in the Mid-Atlantic area. Professional and industry experience Jody has an in-depth knowledge of all facets of the healthcare and life science industry, including psychiatric and acute care hospitals, nursing homes, assisted living facilities, home health agencies, physician practice plans, managed care companies, bio-tech companies and continuing care retirement communities. He has served as the partner for many large for-profit and not-for-profit healthcare systems. Jody has significant experience with the registration process and reporting requirements for tax-exempt offerings. He has also been involved in providing assistance to the organizations he has served related to their quarterly financial reporting. He has many years of experience with Medicare, Medicaid and other payors, including reimbursement estimates and other statutory reporting matters. Additionally, he has experience with the NAIC statutory reporting requirements. He also has been involved with developing industry training materials and scheduling the office staff personnel to the engagements of the companies we serve.

Todd Webster

Todd Webster is an Audit Partner with KPMG LLP and is from KPMG’s Tampa, FL office. He has been with KPMG for more than 23 years, during which time he has primarily served clients in the healthcare, state and local government, and not-for-profit industries. He currently serves as one of the lead healthcare partners in the state of Florida. 
Todd completed a four-year rotation with KPMG’s Department of Professional Practice in New York City where his role was to function as a technical resource for engagement teams in the field who were providing audit services to healthcare entities, state and local governments, and not-for-profit organizations. As part of his rotation in NY, Todd served as a Practice Fellow for the Governmental Accounting Standards Board for two years. 
Todd is a Certified Public Accountant in the states of Florida, New York, and North Carolina. He is also a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. 

Daniel Porter

Daniel Porter has been a Certified Fraud Examiner for over 25 years and has conducted and managed civil and criminal investigations for over 30 years as a licensed private investigator, a loss prevention manager, and as an investigator with the State of Tennessee.  He currently provides training and consulting services in the areas of ethics and fraud prevention-detection-investigation.

Daniel is a Cum Laude graduate from Middle Tennessee State University’s Criminal Justice Program and has provided training in the United States and Canada for multiple professional organizations and governmental agencies.  He is a guest lecturer at Middle Tennessee State University and the Vanderbilt University School of Law. 

Shelly Weir

Lindsey Roe

Lindsey is a Partner in our Chicago Health Care practice. Lindsey started her professional career at EY in Indianapolis, Indiana and has over fourteen years of experience performing and managing audit services for SEC registrants, large and small community-based health providers, nonprofit, multi-location health systems, academic medical centers and other health-related organizations, as well as non-health not-for-profit organizations and foundations.

Lindsey currently serves as the engagement partner for several not-for-profit health care systems, including Northwestern Memorial HealthCare and AMITA Health, both located in Chicago, Illinois, BJC Health Care in St. Louis, Missouri and Ascension Wisconsin, located in Milwaukee, Wisconsin. Additionally, she has formerly served Health Management Associates, an SEC registrant based out of Naples, Florida and Indiana University Health, in Indianapolis, Indiana.

From 2011 – 2014, she served in EY’s national Professional Practice group in New York. In her role as the firm’s Health Care and Not-for-Profit Industry Resident, she assisted in writing the firm’s technical publications, led educational sessions for both clients and audit professionals and participated in health care and not-forprofit accounting consultations.

In addition to serving clients, Lindsey dedicates her time to teaching and mentoring. She has presented numerous times at the AICPA National Health Care Conference and hosted various HFMA webcasts and events. She is credited for her contributions to the AICPA Audit and Accounting Guide for Health Care Entities, the annual Audit Risk Alert for Health Care Entities and other publications issued by the HFMA. She participates annually as an instructor for the firm’s various learning initiatives, and recently hosted a nationwide webcast for both EY professionals and clients regarding health care revenue recognition.

Lindsey and her husband, Bill reside in Dyer, Indiana along with their five children.

Education:

Bachelor of Science in Accounting with Highest Distinction 
Purdue University – West Lafayette, Indiana

Memberships:

• Indiana Certified Public Accountants Society
• American Institute of Certified Public Accountants
• HFMA

Laura Dillon

Laura Dillon is a Senior Manager at Washington Council Ernst & Young, where she specializes in health care policy. Laura helps clients across the health care ecosystem navigate the federal health policy landscape, providing in-depth analysis of legislative and regulatory developments, strategic guidance and data-driven communications.

Prior to joining Washington Council, Laura was a Senior Health Care Analyst at the Advisory Board Company, where she led research and advised clinical executives on wide-ranging issues facing hospitals and health systems including care variation reduction, physician payment and delivery models, and physician executive leadership structures. She previously served as a fellow in the University of Chicago Medicine’s Office of Strategy Planning and worked on domestic and global health policy and advocacy issues at RESULTS Educational Fund and the Society for Neuroscience (SfN).

Laura received a B.A. in History from the University of Pennsylvania and earned her Master in Public Policy (MPP) with an emphasis in health care from the University of Chicago’s Harris School of Public Policy.

Bernadette Spong

Bernadette Spong joined Orlando Health in 2015 as chief financial officer, overseeing all facets of financial and population health services for Orlando Health that include finance, revenue cycle, supply chain, care coordination, information technology and the physician enterprise’s clinically integrated network and Accountable Care Organization. She has revamped the organization’s financial reporting, providing more transparency into the numbers.

Prior to joining Orlando Health in 2015, Ms. Spong served as senior vice president of finance/chief financial officer of network hospitals for the University of North Carolina (UNC) Health Care based in Chapel Hill, North Carolina. She held the same position for the 665-bed Rex Healthcare, one of UNC Health Care’s member systems.

Ms. Spong is a licensed CPA who holds a bachelor’s degree in accounting from the University of North Carolina-Greensboro and an MBA from Elon University in North Carolina.

Ms. Spong serves on the board of directors for Quest, Inc. and Rollins College Crummer Graduate School of Business. Among her numerous honors and awards are the Becker’s Hospital Review 2016 and 2017 “130 Women Hospital and Health System Leaders to Know” and Becker’s Hospital Review 2017 “150 Hospital and Health System Chief Financial Officers to Know.” She is a frequent keynote speaker at community events, including the 2016 Orange Appeal Orlando Women’s Conference where she spoke about her experiences as a CFO.

Kevin Casey

Kevin leads the Diocese of Orlando in matters of finance and overseeing the conduct of its relationship with lending institutions and the financial community. Kevin directs the treasury, budgeting, audit, tax, accounting, purchasing and insurance activities for the Diocese and its subsidiaries. Prior to joining the Diocese, Kevin was Audit Partner with Ernst & Young LLP. Kevin served as business advisor to a combination of large multinational publicly-held companies, privately-held entities, and fast-growth entrepreneurial organizations, across many industries. Kevin has extensive experience with initial public offerings, secondary offerings, private placements, mergers and acquisitions, divestitures and joint ventures, as well as audits conducted within an SEC reporting environment and audits of private equity-backed companies. Kevin held various roles while at Ernst & Young, including Global Assurance Markets Leader. Kevin’s responsibilities included leading integration initiatives for the consolidation of 87 country practices in Europe, the Middle East, India and Africa. Kevin was also responsible for successfully leading efforts with the EY global sector groups and service lines in creating relevant insights around emerging industry trends. Kevin received both his Masters of Science and Bachelors of Science in Accounting from the University of Florida and is a certified public accountant.

Mark Sage

30+ year Sports, Luxury and Credit Card industry Senior Executive in Business Development, Partnerships, Marketing and Events. Mark has held a variety of executive and leadership roles at the National Basketball Association, Major League Baseball, MLB Advanced Media, Marquis Jet, Wheels Up and now at Merchant Advocate. 
 
Despite living in New York, Mark remains a devoted Boston sports fan as that is where he grew up! Also attended the University of Michigan where his two children are currently.

Eduardo Duarte

Ed Duarte, CPA, CGMA is the Chief Financial Officer of Foreign Parts Distributors, Inc. (FPD). FPD, a worldwide leader in the automotive aftermarket industry since 1972, is committed to providing premium brand quality auto parts at a superior value. FPD sells to customers throughout the United States, Mexico, Canada, the Caribbean Islands, and Central and South America. FPD's corporate office and warehouse is located in Miami, Florida. Additionally, FPD has offices in China and Taiwan.

Prior to joining FPD in 2015, Ed served as a Senior Manager of several national public accounting firms in Miami, Fort Lauderdale, Puerto Rico and New York covering a full range of professional services including audit, accounting, financial reporting and financial consulting.

Ed received his Bachelor of Arts in Accounting & Finance from Florida International University and is a licensed certified public accountant in Florida and New York.

Ed is currently Chair of the Florida Institute of CPAs (FICPA) and has served on the AICPA Council since 2019.  Ed is also a member of the AICPA's Future of Finance Leadership Advisory Group.
Ed has served as President of the Cuban American CPA Association and Foundation.

Ed is a founding board member with the Live Like Bella™ Foundation and works passionately with the leadership team and staff to meet their mission and vision statements to help find a cure for pediatric cancer.

Scott Hagizadegan

Scott Hagizadegan is the CEO and Founder of Shield IT Networks, a leading provider of cybersecurity solutions for businesses of all sizes. With over 27 years of experience helping clients—from startups to Fortune 500 companies like Ernst & Young, Guitar Center, and Don Roberto Jewelers—Scott has built a strong reputation for delivering innovative solutions tailored to the needs of his clients. 

Under Scott’s leadership, Shield IT Networks has helped CPA firm leaders strengthen their cybersecurity posture through proactive measures, ensuring compliance and protection against evolving threats. Guided by his philosophy of “Profit with Purpose,” Scott reinvests business profits into philanthropic projects worldwide, supporting orphanages and children’s education through computer labs and leadership programs.

Michael Haas

Michael Haas is a Technology Management Consulting Director in RSM’s health care industry practice. In 2022, he was selected for the firm’s cutting-edge Industry Eminence Program as a senior analyst covering the health care industry, working alongside the firm’s Chief Economist and other program participants to analyze the trends and themes affecting the nonprofit and education industry and shaping middle market businesses. Michael’s focus is on improving operational and financial performance for clients in the RSM health care consulting practice. Delivering innovative solutions in areas of technology, process improvement, revenue cycle, client software application trainings and project management, he works primarily with large, integrated delivery health systems, behavioral health and community organizations, community hospitals, FQHCs, clinics and physician practices. He brings a deep understanding of the industry’s complexities and constraints that are faced while delivering solutions to his clients.

Michael Mendez

Mike joined RSM in 2006, providing audit, accounting and review services. His experience includes serving several hospitals and health systems along with private equity, public and private companies within the health care industry. Mike is solely devoted to serving the health care industry. 

Emilie Schmitz

Emilie Schmitz is a senior HR leader with deep expertise in building high-performing teams, designing scalable people operations, and aligning talent strategies with business growth. With over 15 years of experience, she has led national HR efforts across complex organizations—supporting thousands of W2 and 1099 employees in all 50 states.

As Director of Human Resources at Ryze Claims Solutions, Emilie oversees HR operations, recruiting, compliance, and employee relations. She has played a pivotal role in integrating acquired teams, launching HR technology solutions, and developing lean HR structures that support rapid scale. Emilie is especially skilled in talent acquisition strategy, onboarding design, performance management, and coaching leaders through change.

Her passion lies in building strong, values-driven cultures and equipping managers to lead with clarity and accountability. Known for her direct, strategic approach, Emilie helps organizations modernize their HR functions while keeping people at the center.

In addition to her corporate leadership, Emilie is a mentor, speaker, and entrepreneur who shares practical insights on hiring, retention, and leadership development in today’s evolving workforce.

Meera Pandit

Meera Pandit is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera is responsible for delivering timely market and economic insights to institutional and retail clients, and conducting research on the global economy and capital markets. She is responsible for publications such as the Guide to the Markets. Meera is also a frequent guest on Bloomberg, Yahoo! Finance, CNBC, CNN, and other financial news outlets and is often quoted in the financial press. Meera joined J.P. Morgan in 2011, after graduating from Tufts University. She is a CFA charterholder.