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PO Box 4151 Baton Rouge, LA 70821 251 Florida Street, Ste. 314 Baton Rouge, LA 70801 PHONE: 225.338.0705 800.277.8362 FAX: 225.383.6414

2019 SEMINAR INSTRUCTORS

DAN ANDRES | JD MSCC, CMSP-F Daniel M. Anders, Esq., is the Chief Compliance Officer for Tower MSA Partners where he oversees the Medicare Secondary Payer (MSP) compliance program. In this position, Dan is responsible for ensuring the integrity and quality of all MSP compliance services and products. Based upon his 14 years of experience in working with employers, insurers, TPAs, attorneys and claimants, Dan provides education and consultation to Tower MSA clients on all aspects of MSP compliance. Dan also regularly offers expert guidance on Tower MSA’s MSP Compliance Blog, has been featured in “Leaders Speak” on WorkCompWire and is regularly quoted on WorkCompCentral in regard to MSP matters. Dan is an attorney licensed to practice in the State of Illinois with extensive prior litigation experience in workers compensation. He is a member of the National Alliance of Medicare Set-Aside Professionals where he serves on the legislative committee. Mr. Anders holds a J.D. from Chicago-Kent College of Law, a B.A. from Loyola University Chicago and the Medicare Set-Aside Consultant Certified (MSCC) credential AMY BILTON | JD, MSCC, CMSP-F Amy Bilton, JD, MSCC, CMSP-F, is a Shareholder at Nyhan, Bambrick, Kinzie & Lowry, P.C. who mainly practices and nationally lectures in the areas of Medicare Secondary Payer compliance and workers' compensation litigation. Ms. Bilton is a board member of the National Alliance of Medicare Set-Aside Professionals. Ms. Bilton received her B.A. from the University of Michigan and J.D. from DePaul University College of Law. JASON CREEL | CMSP-F Jason graduated from Jacksonville State University with a Bachelor of Science degree in Education. Before coming to American Settlement Corporation in April of 2007, Jason was a Worker’s Compensation adjuster with Sedgwick CMS where he received extensive training and knowledge in the Worker’s Compensation arena through Sedgwick’s Industry Advancement Program. Through experience and continuing education, Jason has become proficient with the Medicare Secondary Payer Act and the use of Medicare Set Asides. Jason is a licensed structured settlement consultant, property and casualty adjuster, and is currently in the process of obtaining the CPCU designation. SHAWN DEANE | JD, CMSP-F Shawn is General Counsel at Ametros and leads the legal team there. Ametros is the national leader in professional administration. He has over a decade of experience practicing law and in Medicare Secondary Payer (MSP) compliance as an industry thought leader. He was previously Vice President of Medicare Compliance & Policy at ISO Claims Partners. Prior to that he practiced insurance defense litigation and healthcare law. He has been heavily involved with the National Alliance of Medicare Set Aside Professionals (NAMSAP), having served as chair of the webinar and education committees, on the Board of Directors, and was past President in 2017. He was also former executive committee member with the Medicare Advocacy Recovery Coalition (MARC). Shawn is faculty for the Certified Medicare Secondary Payer Professional Program (CMSP). Shawn is a member of the Massachusetts Bar and is licensed in both state and federal courts in Massachusetts. His law degree is from the Massachusetts School of Law. He also holds a master’s in education from Cambridge College and undergraduate degree from Berklee College of Music. GREG GITTER | CMSP-F Greg Gitter is the President of Legacy Claim Solutions, a firm specializing in negotiating resolution of High-Exposure Workers’ Compensation claims for excess carriers, employers, insurance companies and any other parties involved in Workers’ Compensation claims. Greg has been involved in the Workers’ Compensation arena for 16 years in various capacities including claims adjusting, investigations and management of claims staff. He has extensive experience working within the California Workers’ Compensation system as well as intimate knowledge of Jones Act and U.S. Longshore & Harbor law. Over the years, Greg directed his focus on the impact of Long Term, High Exposure, Complex and Catastrophic Workers’ Compensation claims and he developed a specialized skill set and specific strategies to identify and resolve these claims to the mutual benefit of all parties involved. JENNIFER JORDAN | JD, CMSP-F, MSCC Jennifer Jordan is a nationally recognized expert on the subject of Medicare Secondary Payer (MSP) compliance. Formerly Chief Legal Counsel and co-founder of MEDVAL, she currently serves at counsel for the Louisiana Association of Self-Insured Employers (LASIE). For nearly 20 years, Ms. Jordan has regularly spoken at industry and educational events nationally, authored articles for both industry publications and legal resources, been designated as an expert witness in MSP litigation and been cited in judicial opinions. In conjunction with extensive structured settlement experience, Ms. Jordan is focused on finding settlement solutions and resolving claims with the best interest of all parties, not just Medicare, in mind. Ms. Jordan is Editor-in-Chief of The Complete Guide to Medicare Secondary Payer Compliance, published annually by LexisNexis since 2010, and is the recipient of a 2010 Workers’ Compensation Notable Person Award and Top 25 Workers’ Compensation Blog Awards from 2009 through 2014 from LexisNexis. She currently serves on the board of a number of organizations such as the Larson’s National Workers’ Comp Advisory Board, WorkCompCentral Comp Laude Advisory Board, Friends Research Institute, and the Medicare Secondary Payer Charitable Foundation. She was named to the WorkCompCentral President’s Honor Roll in 2015 for her contributions to the industry and received a Best Blogs award in 2016 and 2017 from WorkersCompensation.com. Ms. Jordan received her J.D. from the University of Baltimore, School of Law where she was a member of the Law Review and Editor-in-Chief of the University of Baltimore Intellectual Property Law Journal. She received her MBA from the University of Baltimore, Robert G. Merrick School of Business and B.A.s in Economics and Fine Arts from Virginia Tech. JOHN KANE | AIC, MSCC, CMSP-F John Kane serves as the Medicare Program Director for the Liberty Mutual Group. As a twenty-seven year employee with Liberty Mutual John has served in a variety of claim positions including Liability and Workers’ Compensation including Regional Claims Manager for Integrated Disability Management and Loss Portfolio Risk Manager. He has been actively engaged in MSP compliance over the last fifteen years. He developed Liberty Mutual’s Centralized Medicare Department and is responsible for Vendor Management, Quality Assurance, MSP Compliance and a liaison to Public Affairs to advocate for Medicare reform. He is active member of the Medicare Advocacy Recovery Coalition (MARC) and former member of the Property Casualty Insurer Medicare Task Force Committee. He is also a member of the National Alliance of Medicare Set Aside Professionals and participated in panel discussions at the annual conferences. John has instructed for the Certified Medicare Set-aside Professional program that educates attorneys, nurses, risk managers and case managers on Medicare Secondary Payer (MSP) compliance. He is a big supporter of CMSP with over 50 Liberty employees receiving their CMSP designation. Prior to Liberty Mutual, John worked in the financial sector as a financial planner with a degree in Business Management. He has an Associate in Claims (AIC), Medicare Set-Aside Consultant Certified (MSCC) and Certified MSP Professional (CMSP) designations. Hobbies include: Boating, saltwater fishing and skiing. TOM MATSON | CMSP-F Tom Matson is the Vice President of Client Development at Legacy Claim Solutions (LCS). LCS is a group that specializes in the valuation, negotiation, and resolution of high-exposure workers’ compensation cases. He has been working in the insurance industry for over a decade having held claims adjuster licenses in states throughout the United States. Tom has focused his attention on Medicare Secondary Payer (MSP) compliance issues, and how polices established by The Centers for Medicare and Medicaid Services (CMS) affect workers’ compensation and personal injury settlements across the country. He is a frequent speaker at various conferences around the country and holds the Certified Medicare Secondary Payer Professional (CMSP) designation. Tom has also been serving as an instructor with the CMSP program since 2011. He earned his degree in Public Relations from the University of Florida, and lives in Central Florida with his beautiful wife and three wonderful children. BRIAN MCALLISTER | ALC, MSCC, CMSP-F Brian MacAllister is the Director of the Conditional Payment Unit at Liberty Mutual Insurance. During his sixteen years with Liberty Mutual, Brian has held roles in both Liability and Workers Compensation, with expertise in complex high exposure claims. Previous experience includes work as a Complex Technical Claims Specialist and Manager of a Critical Strategies Unit. In his current role, Brian is responsible for Conditional Payment Compliance, provides settlement consultation, and develops training. Brian has a degree in Criminal Justice from Northeastern University, Associate in Claims (AIC), Medicare-Set-Aside Consultant Certified (MSCC), Certified Medicare Secondary Payer Professional Designation (CMSP), and is a member of the National Alliance of Medicare Set Aside Professionals. CHRISTINE MELANCON | RN, CCM, MSCC, CMSP-F, CNLCP Christine Melancon currently serves as the Director of Regulatory Compliance at CLARA analytics, the leading provider of artificial intelligence (AI) technology in the commercial insurance industry. Previously, Christine served as an Operations Strategist for Cobalt Compliance Partners, LLC and was the Founder and Vice President of Operations at EZ-MSA. In the past, Christine has served as Co-Chair of NAMSAP’s Education Committee, and is currently a member of NAMSAP’s Board of Directors, where she serves on Executive Board as Secretary. She enjoys educating others who desire to learn more about Medicare Secondary Payer Compliance issues and is a frequent speaker at various events, as well as an instruction for the Louisiana Association of Self-Insured Employers’ (LASIE) Certified Medicare Secondary Payer Professional Fellow (CMSP-F) Program, and for The International Commission on Health Care Certification’s (ICHCC) Medicare Set-Aside Consultant Certified (MSCC) Program. Christine is a graduate of Charity Hospital School of Nursing and the University of New Orleans. She has successfully transferred many years of clinical experience into a successful career in the Medicare Secondary Payer Compliance. STEVE MILLER | M.S. PHARM, DPH, RPH, CMSP-F Steven J. Miller, MSPharm, DPh, RPh, is president of SJM Enterprises, a multi-faceted consumer-response organization, specializing in workers compensation issues, Medication Set Aside programs, formulary review and analysis, provider intervention, medication therapy management, and managed care pharmaceutical reimbursement issues. He is a clinical pharmacist with many years of experience in managed care workers compensation, Medicare, and Medicaid pharmacy consulting. He is also a part time dispensing pharmacist with Walgreens. He has served in several capacities with many types of managed care organizations, and has made numerous regional and national presentations on issues such as medication issues for the elderly, cost-effective drug therapies, and pharmaceutical benefit management, for more than 30 years. He currently serves on several pharmaceutical advisory boards and on the editorial advisory board of ODG/ODG Treatment publication from the Work Loss Data Institute. He graduated from the University of Iowa with his B.S. in Pharmacy, and his M.S. from the University of Maryland. LESLIE SCHUMACHER | RN, CRRN, CCM, LNCC, CLCP, MSCC, CMSP-F, CNLCP For over 10 years, Leslie has been involved in Medicare Secondary Payer Compliance. Leslie is a Registered Nurse who actively holds Certified Life Care Planner and Certified Nurse Life Care Planner as well as Medicare Set Aside Consultant Certified and Certified Medicare Secondary Payer Professional credentials. A graduate of Drexel University, Leslie also holds the following additional certifications: Certified Case Manager, Certified Rehabilitation Registered Nurse, Legal Nurse Consultant Certified, Medicare Secondary Payer Professional and Certified Nurse Life Care Planner. Leslie maintains professional affiliations with the National Alliance of Medicare Set Aside Professionals (NAMSAP), American Association of Legal Nurse Consultants (AALNC), International Association of Life Care Planners (IALCP) and International Association of Rehabilitation Professionals (IARP). Leslie has been elected as Board Member of both IARP and the IALCP; she is former chairperson of the Education Committee and current Board Member of NAMSAP as well as former ICHCC (International Commission for Health Care Certification) Commissioner of Medicare Set Aside Allocations. She has also participated as an instructor of Medicare Set Aside education with the University of Florida. Leslie is currently President of PlanPoint, a national provider of Medicare Set Aside Allocations as well as all other aspects of Medicare Secondary Payer compliance. Leslie’s unique and engaging speaking style coupled with her extensive experience in nursing, Life Care Planning and Medicare Secondary Payer compliance has made her a featured speaker at industry conferences nationwide. ROBERT SAGRILLO | JD, LLM, CMSP-F Robert serves as President and Chief Legal Officer for NuQuest. In this role, Robert is responsible for providing legal guidance to clients in the Medicare Secondary Payer compliance space. He works with NuQuest’s legal and settlement consulting team to develop strategic solutions to Medicare Secondary Payer compliance and assist in resolving difficult claims. Robert also supports the sales team as a subject matter expert. Robert draws on his expertise in public benefits, trust and estate planning, and tax to advise his clients on the best and most cost- effective way to maximize benefits for claimants while minimizing the overall cost to and liability of insurance companies and employers. Many of the nation’s largest self-insured employers and workers’ compensation insurance carriers turn to Robert regularly for consultation. Robert is a recognized authority on Medicare and Medicaid subjects, frequently lecturing before local, regional and national professional and legal organizations and authoring many publications on these topics. Robert holds a Bachelor of Arts in Economics from the University of Colorado at Boulder and a Juris Doctor and Master of Laws in Taxation, University of Denver College of Law and Daniels College of Business. THOMAS SPRATT | CMSP-F With more than 40 years of experience in the insurance industry, Tom is an authority on issues related to Medicare compliance and Claims. As Vice President – Settlement Solutions, Tom is responsible for the Nuquest Settlement Consultant Team. He oversees assessment of clients’ Medicare compliance programs, training of claims staff and client settlement strategies for costly or complex cases involving both Workers’ Compensation and Liability. Tom is a former Assistant Vice President at Liberty Mutual, where he spent 15 years managing the Home Office Workers’ Compensation Claims Examining Unit. While at Liberty Mutual, in 1999 Tom developed a ground-breaking and widely emulated Medicare Set-Aside compliance program, long before CMS provided any guidance. Tom currently co-chairs the Education committee for NAMSAP (National Alliance of Medicare Secondary Payer Professionals) and also serves on the faculty of the CMSP designation program (Certified Medicare Secondary Payer), it is the only program where both the law and allocations make up the curriculum. He received a BA in Economics and Business from St. Anselm College. JENNIFER SHYMANSKI | JD, CMSP-F Jennifer M Shymanski, JD, CMSP, NuQuest’s Director of Implementation and Strategy, holds a law degree from Northern Illinois University College of Law and a Bachelor of Arts in Political Science from the University of Wisconsin – Stevens Point. She is admitted to practice law in the State of Wisconsin. Prior to joining NuQuest in March of 2010, she spent over ten years at Nationwide Insurance working with both workers compensation and personal liability claims teams. Jennifer utilizes her extensive experience in claim handling and negotiation to lead the NuQuest Settlement Consultant Team in working with clients to choose the correct products and services for their needs and to support and advise them throughout the settlement process. One of Jennifer’s primary focuses is on assisting clients in designing, implementing and monitoring their Medicare Secondary Payer compliance programs. DR. MEREDITH WARNER | MD, MBA, CMSP-F Dr. Meredith Warner, board-certified orthopedic surgeon and serial entrepreneur, is a fellowship trained foot and ankle surgeon with extensive experience in complex foot and ankle reconstruction. In 2013, Dr. Warner opened her private practice, Warner Orthopedic & Wellness. Just two years later, she developed The Healing Sole, a patented consumer medical product designed to treat plantar fasciitis and general foot and heel pain. Dr. Warner graduated with honors from the Medical Scholars Program at the University of Delaware. She earned her medical degree in Philadelphia from Thomas Jefferson University Medical School. Upon graduation, she completed her general surgery internship and orthopedic surgery residency in New Orleans at the Tulane University School of Medicine and her foot and ankle fellowship at the University of Texas Medical Branch in Galveston, TX. After completing her medical training, she joined the US Air Force and served two tours in Iraq and Afghanistan as a combat surgeon. Upon exiting the Air Force, she earned her MBA from Louisiana State University in 2010. Dr. Warner prides herself on being one of few female orthopedic surgeons with a private practice in the medical industry. Among her many academic and entrepreneurial achievements, Dr. Warner is also a Delaware native, a mother of two, wife, and an avid reader.