Conference Brochure

Wisconsin Human Services Financial Management Association • 2019 Conference • May 8-10, 2019
Radisson Hotel • LaCrosse, WI

From the Desk of the Chair . . . .

If I may, let me explain our theme for this year’s conference. In September 2017, the planning committee members and board members met for the first time after the 2017 conference. This is the usual early fall meeting that happens to kick off planning for the next year’s conference. This meeting was different though. We started out this meeting with a question – why do we put this conference together? In other words, What’s the Point?! Now I’m not trying to be all introspective, but the question generated a discussion that each one of us really appreciated. In fact, the question was repeated throughout our planning meetings and became a valuable tool. It provided clarity because we focused on where we wanted to go instead of how do we get there. At the conference, I will be telling you what we’ve been working on because of asking ourselves this question.
I really hope you make it a point to be with us this whole conference. It’s just not the same without you!

New this conference:
– Yes, there are some new things coming!
– No, we aren’t telling until May 9th ….
– Yes, we think you’ll like them!
– Because every article I read after doing a Google search on “what percentage of people like surprises” told me that the human brain really likes surprises, even when you don’t want to like surprises.

WHSFMA Board of Directors

Jennifer Vote, Marquette County DHS, Chair
Stephanie Box, Sauk County DHS, 1st Vice Chair
Erica Wojcik, Portage County HHS, 2nd Vice Chair
Cathy Karls, Columbia County HHS, Treasurer
Nikki Revak, Bayfield County HSD, Secretary

WHSFMA Conference Planning Committee

WHSFMA is a statewide organization of individuals who are interested in the improvement of their skills for financial support, sharing ideas and information.

Region Name and County Term


Debbie Tubbs, Washburn DHHS


North Central

Coleen Krasowski, Marathon DSS



Jamie Gould, Iowa DSS



Erica Becker, Waupaca DHHS



Heidi Syvinski, Barron DHHS



Karen Smale, Walworth DHHS


State Liaison

Jean M O’Leary, DHS

State Liaison

Sue Losen, DCF


Schedule of Events

Wednesday, May 9, 2018

11:00 – 12:45 Registration – North Concourse

12:45 – 1:00 General Session – Expo 4
Welcome and Announcements

1:00 – 1:30 General Session – Expo 4
DHS Updates & Discussion – Julie Anstett, Director of Area Administration, DHS

1:40 – 2:10 General Session – Expo 4
DCF Updates & Discussion – John Touhy, Director of Regional Operations, DCF

2:10 – 2:30 Break – Expo 3

2:30 – 3:50 General Session – Expo 4
What You Do Matters!! – Tamra Oman
In the challenging work you do every day of deadlines, budgets, and limited resources, it is easy to wonder if what we do really matters or is really making a difference. Ms. Tamra Oman will use humor, truth, and compassion to remind you of how incredibly valuable your role is. She will help you imagine the opportunities if we spent as much energy focusing on all our amazing possibilities, as we do on all the challenges we face. Can you imagine?!

4:00 – 5:00 General Session – Expo 4
Resolving Audit Findings: Guidance from a non-CPA’s Point of View – Barb Loescher, CIA, Chief, Internal Audit Section, DHS
This session will discuss, in layman’s language, how to review and resolve audit findings for annual provider audits in accordance with state and federal requirements. We will also address new state requirements, effective in 2018, for calculating allowable reserves for non-profits and time limitations to reclaim any excess.

Cash Bar Before/During Banquet – Commons & Mezzanine Bar

6:00 Banquet – Expo 3

After Banquet – Hospitality Suite – Rooms 114 & 116 – Sponsored by Conference Vendors


Thursday, May 10, 2018

7:30 – 8:20 Registration – North Concourse

7:30 – 8:20 Hot Buffet Breakfast – Expo 3

8:20 – 9:20 Session I – Expo 4
Keeping Your County on Point with RMS and RMTS Rosters and Cost Pools – John Staskunas, Program & Policy Analyst Advanced, DCF; Andrew Kleps, Budget & Policy Analyst, DCF; David Berndt, Policy & Planning Analyst Advanced, DCF; Angeline Gaster, RMS Accountant, DCF; Sara Schwoch, SPARC Accountant, DCF – A DCF Panel will provide background on the RMS and RMTS rosters and cost pools. In addition to the overview of federal requirements and the relationship of rosters to cost pools, the panel will include numerous examples of who should be on the roster, when should a position be added or removed, and what you may and may not know about the RMS and RMTS systems. There will also be information on charging specific items to the cost pools.

8:20 – 9:20 Session II – Expo 1 & 2
Billing Panel: Question & Answer Session – Shelley Dietzman, Professional Relations Representative for WI Medicaid, DXC Technology; Tonya Eichelt, Business & Operations Manager, Polk County Community Services; Felecia Kallevang, Business & Operations Assistant, Polk County Community Services; Katie Hanks, Reimbursement Analyst, Kenosha County; Carrie Bunker, Account Clerk III, Dodge County DHHS; Mary Jablonski, Section Chief, Bureau of Fiscal Services
This session is intended to create an atmosphere of information sharing, dialogue and support between experienced billers, those just starting out and everyone in between. The only bad question is the one you don’t ask! Audience participation is important to make this a successful and positive session!

9:30 – 10:30 General Session – Expo 4
The Positive Power of Servant Leadership – Tom Thibodeau
Servant leadership is meaningful, ethical and practical. When our work has purpose we are much more engaged. Good people choose to work for ethical organizations. Everyone wants to see the results of their good work. In this presentation, we will experience positive energy, encouragement, and engagement.

10:30 – 10:50 Break – Expo 3

10:50 – 11:50 General Session – Expo 4
Point, Rate, Set! – Carrie Kahn, Budget & Operations Section Chief, DHS-BLTCF; Autumn Knudtson, Children’s Program Ops & Partner Relations Section Chief, DHS; CLTS Waiver Program Rate Setting Initiative – criteria and other insightful information behind the scenes. This will help you understand the point behind rate setting.

12:00 – 12:30 Business Meeting – Expo 4

12:30 – 1:20 Buffet Lunch – Expo 3

1:30 – 2:30 Session I – Expo 4
The Point of Knowing Your Costs: Sell Your Services…..And Your Story! – Carrie Porter, Transportation Specialist, GWAAR; Jean Lynch, Nutrition Program Specialist, GWAAR; Sara Koenig, Nutrition Program Manager, Bureau of Aging & Disability Resources
The Bureau of Aging & Disability Resources and GWAAR (Greater WI Agency on Aging Resources, Inc.) established a cost allocation tool for Wisconsin’s Aging Network to standardize practice in determining meal costs as well as an aid for transportation program cost allocation. Presenters will review the tool and the importance of knowing your full cost for program operations, expansion and budgeting.

1:30 – 2:30 Session II – Expo 1 & 2
Agency Collection Programs – WI Department of Revenue – Roxy Walker, Agency Collections Coordinator, WI DOR
An overview of WI Department of Revenue Agency Collection Programs including State Debt Collection (SDC) and Tax Refund Intercept (TRIP) and how to best leverage these programs for collections in your agency.

2:40 – 3:40 Session I – Expo 4
WIMCR – Joe McManus, Business Analyst, PCG (Public Consulting Group); Sal Topino, Business Analyst, PCG; Alissa Kordropel, Consultant, PCG
PCG will be presenting on the WIMCR, Comprehensive Community Services (CCS), and Community Recovery Services (CRS) Programs. This will include any updates on timelines, cost reporting, recent optimization of the cost reporting tool and any new guidance from the Centers for Medicaid and Medicare Services (CMS).

2:40 – 3:40 Session II – Expo 1 & 2
Understanding the Specific Points Regarding Child Support Accounting and Funding – Dianne Bahr, Child Support Advanced Accountant, DCF
An overview of Child Support funding including IV-D and RMS, the Medical Support Liability Incentive Funding (MSL), and Annual Incentive Funding. The presentation includes information on the overhead reimbursed calculation for Child Support agencies that are a part of Human Services. Having trouble reconciling Child Support? The presentation will also include a payment reconciliation guide.

3:40 – 4:00 Break – Expo 3

4:00 – 5:00 Session I – Expo 4
DHS-DCTS Updates – Sarah Coyle, Policy Initiatives Advisor, DHS-DCTS
The Department of Health Services’ Division of Care and Treatment Services (DHS-DCTS) will provide information on the creation of a psychosocial rehabilitation administrative rule and what this means for CCS, CSP and CRS.

4:00 – 5:00 General Session – Expo 4
DHS-DCTS Updates – Sarah Coyle, Policy Initiatives Advisor, DHS-DCTS
The Department of Health Services’ Division of Care and Treatment Services (DHS-DCTS) will provide information on the creation of a psychosocial rehabilitation administrative rule and what this means for CCS, CSP and CRS.

Friday, May 11, 2018

7:30 – 8:20 Hot Buffet Breakfast – Expo 3

8:20 – 9:20 Session I – Expo 4
Pointing to Business Objects 101 (Even Before the Basics!) – Charles Rumberger, Business Intelligence Architect, DHS-Office of Long Term Care Systems
How to login, create queries, add conditions, use filters and measures, and view results. Slice and dice the data, save in various formats to your computer and safe to the BO folder. Schedule reports and view versions of results.

8:20 – 9:20 Session II – Expo 1 & 2
eWiSACWIS – Evan Benedict, Child Welfare Business Analyst, DCF; Emily Schaefer, Child Welfare Business Analyst, DCF
Financial related topics which may include updates, trust accounts, overpayments, and reports.

9:30 – 10:30 General Session – Expo 4
The Opioid Epidemic in Wisconsin: What Does It Look Like and What Are We Doing About It? – Paul Krupski, Director of Opioid Initiatives, DHS
Opioids continue to be a crisis in WI as well as nationally.  To combat this crisis, new federal funding has been made available to support the most recent evidence based strategies and programs.  This new work brings challenges in implementation and monitoring such as budgeting and reporting, contracting, allowable costs, etc.  This presentation will share the current state of the opioid crisis in WI and what programs, projects and services are being worked on and how counties fit into that.

10:30 – 10:50 Break – Expo 3

10:50 – 12:00 Session 1 – Expo 4
Safekeeping of Protected Health Information! – Sharon Boesl, Ph.D., LMFT, Deputy Director, Sauk County DHS
Innovations and new models of providing services within human services agencies has challenged our agencies to review our commitment to protecting private health information (PHI). Challenges to maintain confidentiality have been brought about because of teamwork, the ability to include paraprofessional staff in consumer care, a significant increase in forming partnerships in the delivery of service, field-based programs of service, expanding use of technology to improve efficiency of care, and implementation of an electronic health record (to name a few!). The purpose of this presentation is to identify what to look for to ensure staff in your agency identify threats to confidentiality brought about because of our expanding models of care and suggests methods and tools to ensure compliance that protects individuals who obtain care as well as your agency and staff.


10:50 – 12:00 Session II – Expo 1 & 2
Social Security and Rep Payee –
Under Construction


Thank you for attending the 39th WHSFMA Conference!

Registration – Deadline is 4/8/18


To Register for the Conference, you must complete the registration form online at for each individual attending. Payment must be mailed in to the address below. Be sure to include payment for additional meals requested for non-registered guests. Fees are non-refundable for no-shows unless cancelled by Wednesday, May 2, 2018.


Checks Payable and Mail To:

WHSFMA Conference
Cathy Karls, Treasurer
Columbia County HHS
P. O. Box 136, Portage, WI 53901


Registration Questions/Concerns/Changes:

Cathy Karls
Phone: 608-742-9292
FAX: 608-742-9700


1 CPE credit = 50 minutes related to your field

WHSFMA Federal ID Number: 39-1480130 / WHSFMA ES Number: ES-29946


Lodging – Deadline is 4/6/19

Raddison Hotel
200 Second Street South La Crosse, WI 54601

A block of rooms, subject to state rate, has been established with the above-mentioned hotel; however, hotel reservations/cancellations/payment are the responsibility of the registrants. Below is a link to that block or if calling, ask for the Wisconsin Human Services Financial Management Association group with a block code of WHS. Holiday Inn Hotel & Convention Center will not guarantee the state rate or availability of a room beyond April 8th.

For Reservations by phone:
For Reservations online:

*Note: modify the date search to change the room types available

Check in Time Starting At: 3:00 p.m. (Firm)
Check out Time: 12:00 p.m.



WHSFMA • What’s the Point?!
May 8 – 10, 2019


Fees & Menu

Registration Fees (includes all breaks/meals for the day you register): 

Full Conference – Wednesday, Thursday, Friday


Two-Day Conference – Wednesday & Thursday


Two-Day Conference – Thursday & Friday



Add-On Meal Rates (for non-registered conference guests only)

Banquet – Wednesday Evening


Breakfast – Thursday


Lunch – Thursday


Breakfast – Friday






P.M. Break: Chef’s Party Mix; Assorted Sodas

Banquet Buffet: Sliced Pork Harmony, Herb-Roasted Chicken, Baked Cod au Gratin [Vegetarian/Gluten Free Available]; Fresh Fruit Salad; Garlic Mashed Potatoes; Rice and Whole Grains Pilaf; Green Beans Almandine; Baby Carrots in Brandy Glaze; Cheesecakes, Bars, and Pies




Breakfast Buffet: Assorted Morning Pastries; Seasonal Fresh Fruit Platter; Fluffy Scrambled Eggs with Cheddar Cheese; Buttermilk Pancakes; Homestyle Potatoes; Applewood Smoked Bacon

A.M. Break: Assorted Cookies and Sodas

Lunch Soup & Sandwich Buffet: Soup Du Jour; Smoked Turkey Breast and Smoked Ham; Fresh Vegetable Tray, Wisconsin Cheddar and Swiss Lace Cheese; Lettuce, Tomato, Onion and Pickles; Coleslaw; Potato Salad; Assorted Fresh Breads; Potato Chips

P.M. Break: Assorted Dessert Bars; Cocktail Pretzels; Popcorn; Assorted Sodas & Bottled Water




Breakfast Buffet: Assorted Morning Pastries; Seasonal Fresh Fruit Platter; Fluffy Scrambled Eggs with Cheddar Cheese; Buttermilk Pancakes; Homestyle Potatoes; Sausage Links

A.M. Break: WI Cheese & Sausage Tray with Crackers and Mustards; Fresh Vegetable Display with Ranch Dip



For additional information on lodging and directions: Print Brochure