Financial Management Services (FMS) Conference - 2009

File Downloads / Links

  • Agenda PDF
  • Supplemental Resources PDF
  • Opening Plenary: NRCPDS Welcome PDF
  • Opening Plenary: CMS Handout on 1915 PDF
  • New Guidance from the IRS PDF
  • Fiscal/Employer Agent Forms 101 PDF
  • Monitoring: Participant's Role PDF
  • Monitoring: State &FMS Partnership PDF
  • Monitoring: Problems Within the FMS Provider PDF
  • Debit Cards in Participant Direction PDF
  • Collaboration w/ Counselors & F/EAs: Mohammad PDF
  • Collaboration w/ Counselors & F/EAs: Byrd PDF
  • Collaboratin w/ Counselors & F/EAs:Carmichael PDF
  • Collaboration w/ Counselors & F/EAs: Dempesy PDF
  • Luncheon Plenary- CLP & VDHCBS Programs PDF
  • Collaborating with Provider Agencies PDF
  • Agency with Choice: Past, Present, and Future PDF
  • Unionization: Guiding Principles Presentation PDF
  • Unionization: Guiding Principles Handout PDF
  • Unionization: WA Individual Provider Program PDF
  • Unionization: Massachusetts PCA Program PDF
  • Unionization: Operational Challenges PDF
  • Financial Management Services PowerPoint
  • Financial Management Services PDF
  • Presentation PowerPoint
  • Customer Service Presentation PowerPoint
  • Customer Service Presentation PDF

Article Publication Date: 
11/23/2009
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.
Article 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
Populations: 
Personal Assistant
Sources: 
National Resource Center for Participant-Directed Services, (NRCPDS)
Programs/Initiatives: 
Cash and Counseling
Keywords: 
Individualized Budget
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;

Contact

Elizabeth Maguire
National Resource Center for Participant-Directed Services
elizabeth.maguire.1@bc.edu
Phone: 
617-552-0562

Short URL: http://www.advancingstates.org/node/52091