PYA Hosts Fourth Annual Summer CPE Symposium: “Hot Topics in Healthcare & Accounting”

PYA was proud to host its fourth annual Summer CPE Symposium, Hot Topics in Healthcare & Accounting, on June 18–19. This complimentary virtual event offered healthcare leaders and professionals a valuable opportunity to explore today’s most pressing industry issues.

Over the course of four webinars across two days, PYA thought leaders and subject matter experts shared insights and practical tools on key topics including recent legislative and regulatory activities, risk management, tax planning, and cybersecurity.

Day One: Wednesday, June 18, 2025

On-Demand Session 1: “Five Months In: Taking Stock of the Trump Administration’s Impact on Healthcare”

View On-Demand | Presentation Slides

Aired at 11:00 a.m. ET | 1 CPE credit in Specialized Knowledge was available for attendees of the live session

Thought Leaders:

• Martie Ross, Kansas Managing Principal, Director of PYA Center for Rural Health Advancement
• Matt Stuart, Principal

Keeping up with the flurry of executive orders, regulatory changes, new tariffs, agency downsizings, and legislative proposals can feel like a full-time job. During this session, PYA’s Martie Ross and Matt Stuart discussed how healthcare has fared during the first 150 days of the Trump Administration. Specifically, Martie and Matt addressed:

• Make America Healthy Again initiatives
• Updates to the Medicare and Medicaid programs
• Increases in government enforcement activities
• Changes to rulemaking processes
• Impact of tariffs and other executive actions

Attendees gained knowledge from these learning objectives:

• Summarized key executive actions impacting healthcare providers
• Discussed current status of legislative budgeting and appropriations process impacting healthcare
• Appreciated additional changes on the horizon
• Identified priorities to manage the impact of rapidly changing regulatory environment

On-Demand Session 2: “Third-Party Risk Management”

View On-Demand | Presentation Slides

Aired at 12:30 p.m. ET | 1 CPE credit in Specialized Knowledge was available for attendees of the live session

Thought Leader:

• Lori Foley, Atlanta Managing Principal, Managing Principal of Revenue & Compliance Advisory

Cyberattacks, ransomware, supply chain shortages, privacy breaches, and the resulting regulatory focus, fines, and penalties have all demonstrated the critical importance of a robust Third-Party Risk Management Program (TPMP) for healthcare entities of all sizes.

During this session, Lori Foley discussed the key elements and importance of an integrated Third-Party Risk Management (TPRM) program, with an emphasis on the regulatory and compliance landscape.

Specifically, attendees learned from these key points:

• Importance of TPRM in healthcare
• Brief overview of recent incidents or regulatory focus areas
• Definition and types of third parties (e.g., IT vendors, medical device manufacturers, outsourced service providers)
• Regulatory and compliance requirements pertaining to third-party vendors (e.g., BAAs, HIPAA, FDA)
• Core elements of a TPRM program lifecycle (inventory, risk assessment, due diligence, contracting, and ongoing monitoring)
• Coordination of parties in identification and mitigation of risks (e.g., internal audit, compliance, legal, quality, risk management, IT)
• Recommendations for appropriate governance oversight

Day Two: Thursday, June 19, 2025

On-Demand Session 3: “Tax Planning in an Uncertain Time”

View On-Demand | Presentation Slides

Aired at 11:00 a.m. ET | 1 CPE credit in Taxes was available for attendees of the live session

Thought Leaders:

• Joe Engel, Tax Principal
• Patrick Birmingham, Tax Manager
• Victoria Gentry, Tax Manager

Tax planning becomes exceptionally challenging during non-consecutive presidential administrations because each administration may pursue vastly different fiscal philosophies, often reversing or modifying prior tax laws before they fully mature. Given that most tax legislation has built-in sunsets, phased-in provisions, or long-term implications, the lack of continuity in executive leadership can undermine stability and predictability. This political pendulum creates an environment of uncertainty for individuals and businesses alike, making it difficult to design long-term strategies with confidence.

During this session, Joe, Patrick, and Victoria explained any remaining sunsetting provisions from the 2017 Tax Cuts and Jobs Act, provided insights into how changing tax laws, policy reversals, and legislative uncertainty impact planning strategies for individuals and businesses, and discussed legislation being considered by the Trump administration (“One Big Beautiful Bill”). By understanding the intersection of the budget reconciliation process and political cycles, you and your team will be better equipped to act in the most tax-efficient manner and adapt to evolving regulatory landscapes.

Attendees learned from these key session objectives:
• Identified how changes in presidential administrations impact long-term tax policy and planning
• Analyzed the effects of temporary tax provisions and sunset clauses on strategic decision-making
• Explained the role of budget reconciliation in shaping tax legislation
• Explored various provisions of pending tax legislation
• Evaluated the risks and uncertainties businesses and individuals face within politically volatile environments
• Developed adaptable tax strategies that account for legislative reversals and partisan shifts

On-Demand Session 4: “After the Breach: Navigating the Fallout of Healthcare Data Compromises”

View On-Demand | Presentation Slides

Aired at 12:30 p.m. ET | 1 CPE credit in Specialized Knowledge was available for attendees of the live session

Thought Leader:

• Barry Mathis, Managing Principal of IT Advisory Consulting

During this session, Barry Mathis explored the critical aspects of healthcare data breaches, focusing on understanding the immediate impacts, effective incident response steps, legal and regulatory requirements, communication strategies, long-term mitigation measures, and lessons learned from real-world case studies.

The session aims to equip healthcare professionals with the tools and takeaways necessary to respond to data breaches effectively and mitigate future risks:

• An understanding of the multifaceted consequences of a data breach
• Practical steps for containment, eradication, and recovery
• Knowledge of HIPAA compliance and reporting obligations
• Ability to communicate transparently with patients, stakeholders, and the public

Attendees learned from these educational objectives:

• Understand the immediate impact of a data breach, including financial, reputational, and operational consequences
• Learn effective incident response steps, including containment, eradication, and recovery
• Comply with legal and regulatory requirements, such as HIPAA compliance and timely reporting
• Develop communication strategies to notify affected parties and manage public perception

Each session offered one CPE* credit, with up to four CPE credits available for those who attended all live sessions.

If you would like additional guidance on reimbursement, compliance, auditing and accounting, cybersecurity, or any matter related to strategy, transactions, or operations, our leaders are happy to help.