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Tax Issues for Health Care Organizations

Schedule

Thursday, September 10, 2026

7:00 AM - 5:30 PM

Conference Attendee Assistance: Check-In and Badge Pick-Up

Come to the AHLA Registration area to print out your badge.

7:00 - 8:00 AM

Conference Breakfast

This event is included in the conference registration fee. Attendees, speakers, and registered guests are welcome. Interested in sponsoring this event? Sponsor.

8:00 - 11:00 AM

General Session

8:00 - 8:15 AM

Welcome and Introductions

Christine L. White, AHLA President, Westchester Medical Center
Alicia Janisch, Planning Committee Chair, Deloitte Tax LLP

8:15 - 9:30 AM

1. Capitol Hill Update

Alexander L. Reid (moderator)

9:40 - 11:00 AM

2. Government Relations and What is Coming Next

Anne Phelps (moderator), Deloitte & Touche LLP (moderator)

11:15 AM - 12:15 PM

3. Achieving Compliance with State and Federal Financial Assistance Laws: Experiences from New York State (not repeated)

James G. Sheehan, Chief, NYS Attorney General’s Office, Charities Bureau
Keith Hearle, Verité Healthcare Consulting, LLC

4. How to Handle Difficult Governance Challenges

Terri W. Cammarano, SVP & Chief Legal Officer, Cedars Sinai Medical Center
Gerald M. Griffith, Jones Day

5. The Post-Loper Bright Era: A Changing Tax Landscape for Health Care Organizations

Robert Friz, PwC
Jennifer R. Noel, Senior Counsel, Tax, ChristianaCare

12:15 - 1:30 PM

Lunch and Learn, sponsored by Forvis Mazars PRE-REGISTRATION REQUIRED

David Biller, Program Director, Financial Reporting and Tax, Northwestern Memorial HealthCare
Erica McReynolds, PricewaterhouseCoopers LLP
Thomas Warnshuis, Director of Corporate, Tax Corewell Health

There is no additional fee; space is limited; pre-registration required. Continuing Education Credits are not available for the lunch.

1:45 - 3:00 PM

6. Compensation in a Changing Landscape: Managing Emerging Trends and Risks for Health Care Organizations

Anne Fulton, Managing Director, Deloitte Tax
Mackenzie McNaughton, Jones Day
Stephanie Neumann, Executive Director Tax, Cleveland Clinic

7. Getting Joint Ventures Right in Tax-Exempt Health Care

Kimberly Baltz, Director of Tax, Bon Secours Mercy Health, Inc.
Christine Lane, Crowell & Moring LLP
Steve Lenivy, Managing Director, Exempt Organization Tax Services, Crowe LLP

8. Come together, right now: Tax and Legal Alignment for Nonprofit Impact

Michael Kuczynski, Polsinelli PC
Nicole Sokolowski,EY
James Ziesche, Vice President, Tax, UPMC

3:00 - 3:15 PM

Coffee and Networking Break

Interested in sponsoring this event? Sponsor.

3:15 - 4:15 PM

9. Legal Ethics (not repeated)

10. Community Benefit and Finance Staff: Building a Sustainable Infrastructure for Accurate Reporting

Shivonne Laird, System Director, Community Health Impact, Bon Secours Mercy Health
Nancy Lim, Director Community Health Improvement, Catholic Health Association

4. How to Handle Difficult Governance Challenges (repeat)

Terri W. Cammarano, SVP & Chief Legal Officer, Cedars Sinai Medical Center
Gerald M. Griffith, Jones Day

4:30 - 5:30 PM

11. Current Issues in Provider Taxes (not repeated)

Baxter Morgan, Husch Blackwell LLP

12. Excise Taxes, Excess Benefits, and Executive Pay: A Practical Guide for Nonprofit Hospitals

Chelsea Rubin, Special Counsel-Exempt Organizations, IRS Office of Associate Chief Counsel
Randall Thomas, Morgan Lewis & Bockius LLP

5. The Post-Loper Bright Era: A Changing Tax Landscape for Health Care Organizations (repeat)

Robert Friz, PwC
Jennifer R. Noel, Senior Counsel, Tax, ChristianaCare

5:30 - 6:30 PM

Networking Reception, sponsored by Deloitte

This event is included in the conference registration. Attendees, speakers, and registered guests are welcome. Interested in sponsoring this event? Sponsor.

Friday, September 11, 2026

7:00 AM - 12:15 PM

Conference Attendee Assistance

If you have not checked in, stop by to print your badge.

7:00 - 8:00 AM

Conference Breakfast

This event is included in the conference registration fee. Attendees, speakers, and registered guests are welcome. Interested in sponsoring this event? Sponsor.

8:00 - 9:15 AM

General Session

13. The Nationwide Push to Reassess the Value of Nonprofit Hospital Tax Exemptions

Smitha Chintamaneni, Husch Blackwell
Scott Phillips, Managing Director, Healthcare Management Partners

9:30 - 10:45 AM

14. Group Exemptions for Hospital Systems: Is a Group Ruling Right for Your Hospital System? (not repeated)

Preston J. Quesenberry, Senior Managing Director, KPMG
Shannon Seay, Director, Strategic Tax Reporting & Compliance, UChicago Medicine

6. Compensation in a Changing Landscape: Managing Emerging Trends and Risks for Health Care Organizations (repeat)

Anne Fulton, Managing Director, Deloitte Tax
Mackenzie McNaughton, Jones Day
Stephanie Neumann, Executive Director Tax, Cleveland Clinic

8. Come together, right now: Tax and Legal Alignment for Nonprofit Impact (repeat)

Michael Kuczynski, Polsinelli PC
Nicole Sokolowski,EY
James Ziesche, Vice President, Tax, UPMC

11:00 AM - 12:00 PM

10. Community Benefit and Finance Staff: Building a Sustainable Infrastructure for Accurate Reporting (repeat)

Shivonne Laird, System Director, Community Health Impact, Bon Secours Mercy Health
Nancy Lim, Director Community Health Improvement, Catholic Health Association

12. Excise Taxes, Excess Benefits, and Executive Pay: A Practical Guide for Nonprofit Hospitals (repeat)

Chelsea Rubin, Special Counsel-Exempt Organizations, IRS Office of Associate Chief Counsel
Randall Thomas, Morgan Lewis & Bockius LLP

11:00 AM - 12:15 PM

7. Getting Joint Ventures Right in Tax-Exempt Health Care (repeat)

Kimberly Baltz, Director of Tax, Bon Secours Mercy Health, Inc.
Christine Lane, Crowell & Moring LLP
Steve Lenivy, Managing Director, Exempt Organization Tax Services, Crowe LLP

Attendee Company List

See what organizations are attending the Tax Issues for Health Care Organizations conference. (Available 08/10/2026)

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