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Best Practices in Running a Fiscal Intermediary

Registration Now Open for New York City and Long Island!

January 31: New York City – Click Here to Register!
February 1: Long Island – Click Here to Register!
Date TBD: Western New York
Date TBD: Capital Region

CDPAANYS is once again partnering with Bond, Schoeneck, and King Attorneys and is kicking off 2018 with educational opportunities that no fiscal intermediary can afford to miss.
Our year starts off with intensives in New York City and Long Island focusing on Best Practices in Running an FI.
The New York City Best Practices Intensive will be held on January 31, 2018 at 8:00 AM at the UJA-Federation of New York in midtown Manhattan, and the Long Island Best Practices Intensive will take place on February 1, 2018 at 8:00 AM at the Residence Inn by Marriott in Plainview.

With FI Authorization, wage parity, increased scrutiny from the OMIG, DOL examinations based on the minimum wage, and more, it is more important than ever for FIs to comprehend every aspect of this complex program. 

This session will help Fiscal Intermediaries understand:

  • The Best Practices associated with the industry;
  • New ways to effectively implement policies and procedures that comply with the law;
  • How the programmatic philosophy of Dignity of Risk and consumer control can exist along with compliance;
  • How to efficiently run your business to maximize return in difficult financial times;
  • And much more.

Bryan O’Malley, Executive Director of The Consumer Directed Personal Assistance Association of New York State (CDPAANYS), and Hermes Fernandez Co-Chair of Bond, Schoeneck & King Health Law Practice, will lead this morning seminar on effectively and efficiently running your fiscal intermediary.

Capacity is limited and registration will be held on a first-come, first-serve basis. This event will take place in New York City, Long Island, Western New York and the Capital District. 

CDPAANYS has been the sole organization in New York State to exclusively represent fiscal intermediaries in CDPA since the program’s very beginning, playing a role in the law’s passage, the development and implementation of the regulations governing the program, and all advisory documents related to CDPA. CDPAANYS has also played a critical role in the transition of CDPA to managed care, serving on the Department of Health’s Transition Committee, negotiating the standard Administrative Agreement between plans and fiscal intermediaries, and conducting training sessions with managed long term care plans on how they could successfully utilize CDPA for their members.

Hermes Fernandez has served as counsel to CDPAANYS since 2002 as well as providing technical assistance to numerous fiscal intermediaries regarding regulatory compliance, contract negotiations, consumer agreement development, and more. Mr. Fernandez has also represented fiscal intermediaries on labor issues and advised both new and seasoned fiscal intermediaries on implementation of both the Affordable Care Act and the Fair Labor Standards Act and the Domestic Worker Bill of Rights. During the Fair Labor Standards Act, Mr. Fernandez wrote an amicus brief on behalf of CDPAANYS on the impact of the overtime and travel rules on CDPA. The brief prompted a question from the bench during the appeal.

With a combined 22 years of experience interpreting, advising and developing CDPA, the Consumer Directed Personal Assistance Association of NYS and Bond, Schoeneck & King are New York State’s foremost experts on CDPA.