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Financial Management Services (FMS) Conference - 2009

11/23/2009 | Requests *

Summary

This biennial workshop was held in Baltimore, November 16 & 17. The conference offered two workshop tracks: a Strategic Track dedicated to big picture FMS issues facing state and program administrators and a Tactical Track dedicated to technical and operational issues. The IRS unveiled updated guidance specifically for participant direction Fiscal/Employer Agents and will even offered an informal, face-to-face question and answer booth. Review the presentations for further guidance. 

Author

Murphy, (Grotpeter) Mollie; Mahoney, Kevin; Gerhard, Lori; Velgouse, Linda; Schoeps; Dan; Hoak, Vicki; Lowe,Crystal, Martin, Joan; Berry, Carl; Seidel, Tina; Stephens, David; Stewart, Regina; Kasprzak, Sandy; Crisp, Suzanne; Aldrich, Lois; Bobba, Marietta 

Available Files

  • Agenda PDF (161K, 5 pages)
  • Presentation PowerPoint (1,314K, 17 pages)
  • Supplemental Resources PDF (1,254K, 41 pages)
  • Opening Plenary: NRCPDS Welcome PDF (218K, 9 pages)
  • Opening Plenary: CMS Handout on 1915 PDF (50K, 1 page)
  • New Guidance from the IRS PDF (2,065K, 11 pages)
  • Fiscal/Employer Agent Forms 101 PDF (369K, 28 pages)
  • Monitoring: Participant's Role PDF (127K, 13 pages)
  • Monitoring: State &FMS Partnership PDF (98K, 6 pages)
  • Monitoring: Problems Within the FMS Provider PDF (94K, 6 pages)
  • Debit Cards in Participant Direction PDF (1,619K, 14 pages)
  • Collaboration w/ Counselors & F/EAs: Mohammad PDF (182K, 17 pages)
  • Collaboration w/ Counselors & F/EAs: Byrd PDF (27K, 6 pages)
  • Collaboratin w/ Counselors & F/EAs:Carmichael PDF (516K, 13 pages)
  • Collaboration w/ Counselors & F/EAs: Dempesy PDF (791K, 8 pages)
  • Luncheon Plenary- CLP & VDHCBS Programs PDF (1,057K, 21 pages)
  • Collaborating with Provider Agencies PDF (686K, 24 pages)
  • Agency with Choice: Past, Present, and Future PDF (113K, 20 pages)
  • Unionization: Guiding Principles Presentation PDF (155K, 20 pages)
  • Unionization: Guiding Principles Handout PDF (106K, 5 pages)
  • Unionization: WA Individual Provider Program PDF (174K, 27 pages)
  • Unionization: Massachusetts PCA Program PDF (122K, 22 pages)
  • Unionization: Operational Challenges PDF (773K, 20 pages)
  • Financial Management Services PowerPoint (122K, 79 pages)
  • Financial Management Services PDF (123K, 73 pages)
  • Customer Service Presentation PowerPoint (1,314K, 17 pages)
  • Customer Service Presentation PDF (221K, 3 pages)

Keywords

Personal Assistant; Individualized Budget; Cash and Counseling; IRS; Participant Direction; The State of Participant Direction in Medicaid; New Guidance from the Internal Revenue Service and What it Means for Participant Direction and Fiscal/Employer Agents; Tax Forms; Provision of Fiscal/Employer Agent Services; Forms Required by Fiscal/Employer Agents; National Resource Center for Participant-Directed Services; Strategies for Monitoring Participant Directed Services with a Focus on Financial Management Services; Cash and Counseling Programs; Fiscal/Employer Agents: Challenges in Operations and Compliance; FICA; FUTA; Debit Cards in Participant Direction; Collaboration between Counselors and Fiscal/Employer Agents; FMS; Administration on Aging Community Living Program; Veterans Health Administration Veterans-Directed Home and Community Based Services Programs; Financial Management Service; Collaborating with Provider Agencies to Improve Participant Choice, Control and Access; Agency with Choice: Past, Present and Future; Worker Unionization in Participant Direction Programs: Impact on State and Financial Management Services Operations; States and Financial Management Services; McGaffigan, Erin; Spencer, Larry; Sciegaj, Mark; Sowers, Mary; Peltz, Linda; Wironen, Jim; Davis, Judith; Cook, Janine; MacDonald, Lynn; Kayala, Dianne; Barrett, Sandra; Byrd, Kristin; Carmichael, John; Carmichael, Dianne; Downey, Annette; Mohammed, Vade; 

Topic

Consumer/Participant Direction 

Type/Tool

Archived conference materials / Presentations 

Source

National Resource Center for Participant-Directed Services, (NRCPDS) 

State

All States/Territories 

Date Created

11/23/2009 

Contact

Elizabeth Maguire
National Resource Center for Participant-Directed Services

elizabeth.maguire.1@bc.edu
617-552-0562

Short URL

www.hcbs.org/moreInfo.php/doc/2752

Permission to use any element of this document should be obtained by the above named contact person. Always name the originator as the source of this material.

* Reflects requests since January 1, 2007


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