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Agenda <a href="/sites/default/files/hcbs/files/162/8086/Agenda_FINAL.pdf" target="_blank">PDF</a>
Supplemental Resources <a href="/sites/default/files/hcbs/files/162/8087/FMSbooklet-1.pdf" target="_blank">PDF</a>
Opening Plenary: NRCPDS Welcome <a href="/sites/default/files/hcbs/files/162/8091/Welcome_Kevin.pdf" target="_blank">PDF</a>
Opening Plenary: CMS Handout on 1915 <a href="/sites/default/files/hcbs/files/162/8092/Opening_Linda.pdf" target="_blank">PDF</a>
New Guidance from the IRS <a href="/sites/default/files/hcbs/files/162/8093/IRS.pdf" target="_blank">PDF</a>
Fiscal/Employer Agent Forms 101 <a href="/sites/default/files/hcbs/files/162/8094/Basics_Mollie.pdf" target="_blank">PDF</a>
Monitoring: Participant's Role <a href="/sites/default/files/hcbs/files/162/8095/Monitoring_Lynn.pdf" target="_blank">PDF</a>
Monitoring: State &FMS Partnership <a href="/sites/default/files/hcbs/files/162/8096/Monitoring_Dianne.pdf" target="_blank">PDF</a>
Monitoring: Problems Within the FMS Provider <a href="/sites/default/files/hcbs/files/162/8097/Monitoring_Sandy.pdf" target="_blank">PDF</a>
Debit Cards in Participant Direction <a href="/sites/default/files/hcbs/files/162/8099/Debit_Cards_jim.pdf" target="_blank">PDF</a>
Collaboration w/ Counselors & F/EAs: Mohammad <a href="/sites/default/files/hcbs/files/163/8100/Collaboration_Vade.pdf" target="_blank">PDF</a>
Collaboration w/ Counselors & F/EAs: Byrd <a href="/sites/default/files/hcbs/files/163/8101/Collaboration_Kristi.pdf" target="_blank">PDF</a>
Collaboratin w/ Counselors & F/EAs:Carmichael <a href="/sites/default/files/hcbs/files/163/8102/Collaboration_John.pdf" target="_blank">PDF</a>
Collaboration w/ Counselors & F/EAs: Dempesy <a href="/sites/default/files/hcbs/files/163/8103/Stavros_Counselor-FM.pdf" target="_blank">PDF</a>
Luncheon Plenary- CLP & VDHCBS Programs <a href="/sites/default/files/hcbs/files/163/8104/CLP_and_VDHCBS.pdf" target="_blank">PDF</a>
Collaborating with Provider Agencies <a href="/sites/default/files/hcbs/files/163/8105/together.pdf" target="_blank">PDF</a>
Agency with Choice: Past, Present, and Future <a href="/sites/default/files/hcbs/files/163/8106/AwC_Sandy.pdf" target="_blank">PDF</a>
Unionization: Guiding Principles Presentation <a href="/sites/default/files/hcbs/files/163/8107/Union_Erin.pdf" target="_blank">PDF</a>
Unionization: Guiding Principles Handout <a href="/sites/default/files/hcbs/files/163/8108/Guiding_Principles_H.pdf" target="_blank">PDF</a>
Unionization: WA Individual Provider Program <a href="/sites/default/files/hcbs/files/163/8109/Union_Marietta.pdf" target="_blank">PDF</a>
Unionization: Massachusetts PCA Program <a href="/sites/default/files/hcbs/files/163/8110/Union_Lois.pdf" target="_blank">PDF</a>
Unionization: Operational Challenges <a href="/sites/default/files/hcbs/files/163/8111/Union_Larry.pdf" target="_blank">PDF</a>
Financial Management Services <a href="/sites/default/files/hcbs/files/175/8712/061108AoANHDPGranteePresentationonFMS2.ppt" target="_blank">PowerPoint</a>
Financial Management Services <a href="/sites/default/files/hcbs/files/175/8713/061108AoANHDPGranteePresentationonFMS2.pdf" target="_blank">PDF</a>
Presentation <a href="/sites/default/files/hcbs/files/175/8725/MSweeneyCustomerServicePresentation2.ppt" target="_blank">PowerPoint</a>
Customer Service Presentation <a href="/sites/default/files/hcbs/files/175/8726/MSweeneyCustomerServicePresentation2.ppt" target="_blank">PowerPoint</a>
Customer Service Presentation <a href="/sites/default/files/hcbs/files/175/8727/MSweeneyCustomerServicePresentation2.pdf" target="_blank">PDF</a>

Financial Management Services (FMS) Conference - 2009

Article Publication Date
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
Sources
National Resource Center for Participant-Directed Services, (NRCPDS)
Programs/Initiatives
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
NULL
elizabeth.maguire.1@bc.edu
Phone
617-552-0562