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NAMSAP – Medicare Set Aside Professionals Conference May 8- 9


National Association of Medicare Set Aside Professionals (NAMSAP) Conference

I am traveling to the National Association of Medicare Set Aside Professionals (NAMSAP)  Conference in Las Vegas.   I am working with two investment groups that see the Medicaid/Medicare set asides as a possible great place to invest in certain companies.   I will be more of an observer and report back to the companies.   I decided to become a member.

NAMSAP National Association of Medicare Set Aside Professionals Emblem from web

Looking over the group of attendees, there is no one group that dominates the conference.  Many of the presenters seem to be attorneys. The conference is more of a melting pot of many different disciplines.

The conference does start very early each day, especially for a Las Vegas conference.   Below is the agenda if you are interested in coming to next years’ conference or joining as a member.   I will try to post a few of the highlights from the National Association of Medicare Set Aside Professionals conference.



Thursday, May 8, 2014 – NAMSAP Begins 

7:00 am – 7:45 am

Continental Breakfast in the Exhibit Hall

7:45 am – 8:00 am

Conference Welcome: Year Review & Future Goals Douglas Shaw, Medivest, NAMSAP President

Leslie Schumacher, PlanPoint, LLC, NAMSAP President-Elect

8:00 am – 9:15 am

Evidence Based Medicine in the MSA World: How does it Factor into National Policy?

Medical NAMSAP kit set
Wikipedia – Owain Davies

Evidence Based Medicine is a policy NAMSAP has endorsed since 2012. Our panelists will discuss the implications of adopting Evidence Based Medicine guidelines/standards within the MSA review process. A national standard has the potential to bring a sense of uniformity to the MSA review process.


Beth Hostetler, MSP Compliance Manager, Safeway

Ken Eichler, Work Loss Data Institute

Shari M. Ling, M.D., Deputy Chief Medical Officer, CMS

Mary Nix, Project Officer, National Guideline Clearinghouse

9:15 am – 9:45 am

Break with Exhibitors

9:45 am – 10:45 am

Professionalism in the MSA Industry  

Where do we draw the ethical line as MSP professionals when we are assisting our clients to navigate their claims? We have all been in situations where our obligation to assist our customers switches from that of an MSP practitioner to more of a legal question.  Our panel of experts will discuss when MSP opinions should cease, and legal advice should be sought.


Preston Holloway, Swift, Currie, McGhee & Hiers, LLP David

Jankosky, Goodwill Southern California

Leta R. Sharkey, Medical Settlement Advantage, LLC

10:45 am – 11:45 am

Medication – How it May Impact Your MSA / Settlement 

You will not want to miss this update on the latest trends in the pharmacy arena.  Our panelist will discuss recent trends at CMS regarding Part D prescriptions, and other issues that affect the accuracy of an MSA.


Dr. Marcos Iglesias, Midwest Employers Casualty Co.

Kayla Tortorich, WellComp Pharmacy Melissa Woitalewicz, Crete Carrier Corp.

11:45 am – 1:15 pm

NAMSAP Networking Lunch

1:15 pm – 2:15 pm

Workers’ Compensation with Liability Component Case Study  

Medical NAMSAP treatment
Wikimedia Commons – Linda Bartlett

Our experts will conduct a case study from start to finish on strategies for handling the MSP element of a claim involving both workers’ compensation and personal injury components.


William Delaney, Nyhan Bambrick Kinzie & Lowry

Jill G. Schroeder, Baylor Evnen, Curtiss, Grimit & Witt, LLP

2:15 pm – 3:15 pm

Dual Eligibility and MSAs within SNTs  

The presence of both Medicare and Medicaid within a claim can present a host of issues and require special attention to assure both benefits remain intact. Our expert panelists will discuss situations in which both benefits can exist, and strategies to address and protect a beneficiary’s eligibility for both programs.


Kristen Behrens, Begley Law Group

Shannon Laymon-Pecoraro, Hook Law Center

3:15 pm – 3:45 pm

Break with Exhibitors

3:45 pm – 4:45 pm

Developments in the MSA Courtroom

MSP compliance situations continue to present themselves in courtrooms across the country.  Our panelists will bring you up to speed on recent cases effecting MSP policy.


Chelsie Allan, Lindner Marsack

Patrick Czuprynski, Nyhan, Bambrick, Kinzie & Lowry

Jennifer Santoro, Cassiday Schade

4:45 pm – 5:00 pm

 Take the Hill Recap Speaker

Allison Haley, O’Meara, Leer, Wagner & Kohl, P.A.

5:00 pm – 7:00 pm

Reception / Dinner on your own

Friday, May 9, 2014

7:00 am -8:00 am

Continental Breakfast in the Exhibit Hall

8:00 am – 9:00 am

Transitioning to ICD-10 – How it is Going to Affect Your Practice 

ICD-10 coding is right around the corner.  Our panelists will introduce you to this latest coding method and prepare you for some of the changes that will be in place.  Panelists

Marci Moorhead, Professional Resource Network

Carlos Navarro, Innovative Claims Strategies

9:00 am – 10:00 am

Problematic Area in MSP Compliance 

Our panel of experts will identify key areas of MSP compliance where dangerous pitfalls exist. The panelists will provide tips and insight that will assist the MSP practitioner to avoid needless delays and hiccups in the MSA process.


Lavonya Chapman, Arthur J. Gallagher Risk Management Services

Stephanie Ragsdale, HSLI

Linda Wolden, Assured Med-Legal Solutions

10:00 am – 10:30 am

Break with Exhibitors

10:30 am – 11:30 am

Future Medicare Entitlement: What Outside Factors can Affect the Distribution of MSA Funds? 

It is widely assumed that an MSA fund is untouchable, but are there any situations in which funds within an MSA trust can be disbursed for items other than future Medicare allowable and injury related care?  Our panelists will discuss situations in which MSA funds might not be as safe as you think.


Gregg Chapman, National Settlement Consultants Danielle Marone, Schmidt, Dailey & O’Neill, LLC Daniel Simones, Nyhan, Bambrick, Kinzie & Lowry

11:30 am – 12:00 pm

Conference Wrap Up – Business Partner Giveaways, Grand Prize Giveaway 

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James J Moore - Workers Comp Expert

Raleigh, NC, United States

About The Author...

James founded a Workers’ Compensation consulting firm, J&L Risk Management Consultants, Inc. in 1996. J&L’s mission is to reduce our clients’ Workers Compensation premiums by using time-tested techniques. J&L’s claims, premium, reserve and Experience Mod reviews have saved employers over $9.8 million in earned premiums over the last three years. J&L has saved numerous companies from bankruptcy proceedings as a result of insurance overpayments.

James has over 27 years of experience in insurance claims, audit, and underwriting, specializing in Workers’ Compensation. He has supervised, and managed the administration of Workers’ Compensation claims, and underwriting in over 45 states. His professional experience includes being the Director of Risk Management for the North Carolina School Boards Association. He created a very successful Workers’ Compensation Injury Rehabilitation Unit for school personnel.

James’s educational background, which centered on computer technology, culminated in earning a Masters of Business Administration (MBA); an Associate in Claims designation (AIC); and an Associate in Risk Management designation (ARM). He is a Chartered Financial Consultant (ChFC) and a licensed financial advisor. The NC Department of Insurance has certified him as an insurance instructor. He also possesses a Bachelors’ Degree in Actuarial Science.

LexisNexis has twice recognized his blog as one of the Top 25 Blogs on Workers’ Compensation. J&L has been listed in AM Best’s Preferred Providers Directory for Insurance Experts – Workers Compensation for over eight years. He recently won the prestigious Baucom Shine Lifetime Achievement Award for his volunteer contributions to the area of risk management and safety. James was recently named as an instructor for the prestigious Insurance Academy.

James is on the Board of Directors and Treasurer of the North Carolina Mid-State Safety Council. He has published two manuals on Workers’ Compensation and three different claims processing manuals. He has also written and has been quoted in numerous articles on reducing Workers’ Compensation costs for public and private employers. James publishes a weekly newsletter with 7,000 readers.

He currently possess press credentials and am invited to various national Workers Compensation conferences as a reporter.

James’s articles or interviews on Workers’ Compensation have appeared in the following publications or websites:

  • Risk and Insurance Management Society (RIMS)
  • Entrepreneur Magazine
  • Bloomberg Business News
  • WorkCompCentral.com
  • Claims Magazine
  • Risk & Insurance Magazine
  • Insurance Journal
  • Workers Compensation.com
  • LinkedIn, Twitter, Facebook and other social media sites
  • Various trade publications


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