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Upcoming Education Events - WNY Chapter

Thursday June 28, 2018 2:30-4:30

LIVE: The Bonadio Group

171 Sully’s Trail, Pittsford, New York 14534

or, Via HFMA Webinar

2 hours of CPE will be offered!!

The focus of this training session will be an overview of Form 990 and the most common schedules (A, B, C, D & O), including how to prepare a complete and concise return including governance, compensation, and tax exempt bond reporting considerations.   We will also focus on Schedule H reporting specifically required for Hospital entities, and discuss current updates.

This educational event is offered in both a group live format, hosted by The Bonadio Group in Pittsford, NY, and via webinar.

Click here to register for the live event:

Registration is On-Line


Click here to register for the webinar:


About our Speakers

Jonathan Miller, CPA is a Partner with the Bonadio Group with a primary focus on Tax-Exempt Organizations.  Annually Jonathan provides oversight in the preparation and / or review of over 50 Federal Form 990/990ez.  In addition, Jonathan assists his client’s governance members execute their fiduciary duties through presenting the Form 990/990ez to them in lay terms.


Bridget Kehm, Esq. is an attorney in the Law Offices of Pullano & Farrow PLLC’s Corporate and Health Care Practice Groups, where she provides counsel to not-for-profit organizations, tax-exempt entities, and health care providers on a variety of matters, including governance and compliance with state and federal tax-exemption requirements.

CPE Information
2.0 Continuing Professional Education (CPE) credits will be granted for attendance in specialized knowledge
Program Level: Basic
Instructional Delivery Method: Group live
Objective: To educate on Form 990 reporting requirements specific to healthcare organizations
After this course you will have a basic understanding of:

  • Requirements of Federal Form 990 and its various schedules
  • Best practices to complete and accurate 990 and the required schedules.

Complaint Policy— For each program, HFMA will provide the contact information for the presenters and reviewers and communicate all questions, concerns, or complaints be directed here. HFMA will reply to all such communications in a timely fashion. For more information regarding administrative policies such as complaints, please contact our HFMA.org

If the event must be canceled, HFMA will notify all registered participants as soon as cancellation is known by emailing the address registered. HFMA will also put a notice of cancellation on its website for courses offered to outside participants.
NASBA Statement— HFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.


Free Webinar

Keys to Success: Creative Learning Strategies in Mid-Level Management

Presented by Health Quest

July 9th, 2018   |   1pm to 2pm EST




Your staff fears and may even resist change. Whether you’re implementing new technology or optimizing current workflows, you need a strong middle management team with the ability to connect your organization’s clinical and financial results. During this session, learn how one organization boosted morale among its staff, gained leadership buy-in and motivated end users with proven, repeatable results.


Learning objectives

• Discuss ways to boost staff morale during uncertain times and organizational shifts.

• Interact with various creative learning tools that can help staff with departmental changes.

• Recall how to achieve positive outcomes and results for new organizational initiatives.




Mickey O’Neill

Mickey O'Neill, RN, BSN, MA, CMAC, CCM has been working in case management for about 20 years in the hospital setting.  She is currently the Director of Case Management at Vassar Brothers Medical Center in Poughkeepsie, NY.  Mickey received her Master’s Degree in Negotiation, Conflict Resolution and Peacebuilding, and holds a certification in Mediation.  She is currently a doctoral learner, developing expertise in Lifestyle Medicine and expecting her DNP in 2019. Mickey lives in a rural setting with her two children, cat and dog. In her free time she enjoys cooking, hiking and practices Iyangar Yoga.


Edna Shanks-Muhammad

Edna Shanks-Muhammad, MSW has been working in case management for more than 16 years.  She is currently the Manager of Case Management at Vassar Brothers Medical Center in Poughkeepsie, NY. Edna’s is a licensed clinical social worker and certified case manager with expertise that includes: employee engagement, social work clinical supervision and conflict resolution. Edna is married and has two children. In her free time she enjoys cooking and writing.



Registration is FREE to both HFMA members and non-members: CPE Credits: 1.0

To receive CPE credit for this session you will be required to register and log on to the event individually.




For more information, contact


NYS Education Department Sponsor License # 000337

HFMA Metro New York Chapter is approved as a New York State CPE Provider in the area of specialized

Knowledge and applications. In accordance with the standards of the National Registry of CPE Sponsors, the total credits

have been rounded down. CPE credits have been granted on a 50-minute hour.












President's Message


Steven Chizuk, 2017-2018 Chapter President

Hello fellow HFMA members!  As we start the 2017-2018 chapter year I want to let you know am thrilled to be a part of it.  I am humbled and honored that you have selected me to lead Western New York to what will hopefully be another successful year.  I am following many dedicated and passionate individuals to both the chapter and advancing the field of healthcare finance as a whole since the inception of the chapter.  I hope that I can add to that legacy. 

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HFMA National Information

HFMA helps healthcare finance professionals meet the challenges of the modern healthcare environment.

Upcoming Programs

Please Note: Program flyers will be posted as soon as they are available