Spring Virtual Learning Series

Fireside Chat on Liability Exposures of Joint Employment

Paul Essner, CFP®, CLU, ChFC, Risk Strategies
Bryan Pendrick, CFP® , CLU, Risk Strategies
Joe Levy, Senior Vice President, Risk Strategies

Friday, May 21 at 10:00 AM


For the final installment in CDPAANYS’ Spring Learning Series, we are excited to welcome back insurance & financial experts from Risk Strategies for a Fireside Chat on Liability Exposures of Joint Employment. This session, targeted toward fiscal intermediaries in all regions of New York State, will focus on a host of issues relating to joint employment. 
Topics covered include:


  • Satisfying Affordable Care Act requirements without Minimum Essential Coverage (MEC) plans;
  • How FIs can utilize Individual Coverage Health Reimbursement Accounts (IHCRA);
  • Ongoing discussion of Joint Employment as relating to the RFO; 
  • Much more!


Panel Discussion on Regional Differences & Expansion for Fiscal Intermediaries

Bryan O’Malley, CDPAANYS
Sean Mulvey, Burd Home Health
Anthony Caputo, Concepts of Independence

Friday, May 7 at 10:00 AM


As fiscal intermediaries grow and expand into new regions throughout New York State, it is inevitable that they will encounter new challenges during the process. This panel discussion, featuring Sean Mulvey (Burd Home Health) and Anthony Caputo (Concepts of Independence), will cover a range of topics – from cultural differences upstate vs. downstate and urban vs. rural, wage parity, EVV, contracting and more.

This session is relevant to any Lead FI, Collaborating Partner or stakeholder who is interested in discussing “growing pains” and the realities of expanding their consumer base and service area.

Sean Mulvey is Business Developer at Burd Home Health since 2019. His main roles at our company include contracting, networking, referral management, state expansion, and relationship building. Burd Home Health’s geographic service footprint covers almost the entire state.

Anthony Caputo has been involved with Concepts CDPAS since 1993 (28 years), both as an outside CPA (9 years) and as the CEO (19 years). Concepts serves 30 counties in New York State. Mr. Caputo is familiar with both unique downstate CDPAS operations (i.e., wage parity, etc.) and unique upstate CDPAS operations in both rural and urban settings.  

What’s Next for Consumer Direction? Key Federal Policy Updates & Beyond
Katherine Murray, Principal
Applied Self-Direction


Friday, April 30, 2021 at 10:00 AM

CDPAANYS is excited to welcome Katherine Murray, Principal at Applied Self-Direction, who will provide an overview of policy updates from Congress and the Biden administration that affect Medicaid, HCBS, and consumer-directed services–including the latest on Electronic Visit Verification (EVV). The session will also cover the impact of COVID-19 on demand for consumer-directed services, and analyze how the pandemic will continue to shape consumer-directed services in the years to come. Time for Q&A will be included.

Katherine Murray has deep expertise relating to regulatory compliance in Medicaid-funded self-direction programs, with a focus on labor and workforce issues. She is a nationally recognized expert on the Department of Labor’s Home Care Final Rule that revised Fair Labor Standards Act (FLSA) requirements for home care workers, and she has consulted to numerous state Medicaid agencies and Medicaid managed care organizations on labor and workforce issues.

Understanding the RFO: Contracts, Changes & More

Hermes Fernandez, Health Practice Co-Chair

Bond, Schoeneck & King Attorneys

Friday, April 23, 2021 at 10:00 AM

Please join us to hear from Hermes Fernandez from Bond, Schoeneck & King PLLC on Understanding the RFO: Contracts, Changes, and more. There is no current topic more pressing than the Department of Health’s Request for Offers and its dramatic impact on the future of Consumer Directed Personal Assistance in New York.

We encourage all fiscal intermediaries to book a spot in this training and learn the facts about the awards & appeal process, contracting, and the new budgetary changes that will increase the number of awards given by the State.




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