Financial Management Training for Ontario LTC Leaders

From funding envelopes and budget presentations to staffing reports and the case mix index, this course covers a broad array of critical topics for LTC leaders.
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Financial Management Training for Ontario LTC Leaders

Summary

  • Get Comprehensive Training

    This nine-hour course offers a comprehensive introduction to LTC funding and reporting basics along with critical updates that will impact your work in 2021 and beyond.

  • Learn from Ministry Officials

    Learn about funding and reporting requirements from seniors leaders at the Ontario Ministry of Long-Term Care, as well as AdvantAge Ontario member home representatives and sector experts.

  • On Your Own Schedule

    The course is delivered online and on-demand, which means you can start whenever you choose and progress through the training at your own pace.

Course Curriculum

  1. 1
  2. 2

    • Funding Envelopes

    • Staffing Report

    • Resident Co-Payment and Rate Reduction Program

    • Reporting Your Budget to the Board
  3. 3

    • Understanding Canadian Institute for Health Information (CIHI) Data

    • Case Mix Index Overview

    • Managing RAI Data and Estimating Your CMI for Budgeting

    • CMI Calculator
  4. 4

    • Annual Reporting and Reimbursing Bad Debt

    • LTCH Ontario Healthcare Reporting Standards (OHRS) and Management Information System (MIS) Standards

    • LTC Home ARR, Staffing, Occupancy Report and Bad Debt Management

    • Comparative Information – Annual Report/ Benchmarking

    • LTC Funding and Reporting Feedback

Investment

AdvantAge Ontario Members enjoy generous discounts on all courses and webinars. Visit advantageontario.ca to learn more about membership today!

Instructors

Meg Litchfield

Senior Financial Policy Advisor, Funding and Programs Branch, MLTC

Abonti Mukherjee

Policy Analyst, Ontario Ministry of Long-Term Care

Abonti Mukherjee joined the Funding and Programs Branch at the Ministry of Long-Term Care in 2021. Since then, she has worked closely on the LTC Rate Reduction Program which helps subsidize the cost of long-term care for low-income seniors, as well as other initiatives to support long-term care residents.

Dave Kearns

Divisional Controller, Long-Term Care, Paramedic Services and Emergency Management, County of Simcoe

Saul Melamed

Manager, Client Affairs Ontario, Canadian Institute for Health Information

Saul Melamed has been on a self-guided tour of Ontario’s healthcare system for about 20 years.  He’s enjoyed working with hospitals, the Ministry of Health, the LHINs, Cancer Care Ontario, children’s mental health providers and now CIHI.  In his current role he’s responsible for CIHI’s Stakeholder Management in the Ontario context.  He can connect you with the relevant CIHI experts and resources to address your health information needs.

Rita Yip

Business Advisor, Health Data Branch, Capacity Planning and Analytics Division, Ministry of Health

Rita Yip is a Business Advisor in the Health Data Branch, Capacity Planning and Analytics Division, Ministry of Health.  She leads the enhancement of the Ontario Healthcare Reporting Standards (OHRS) related to Long Term Care Homes and data collection for other healthcare sectors.  The OHRS provides a framework to collect financial and statistical data based on provincial information needs.  Rita is a Certified Management Accountant, Chartered Professional Accountant and Certified Business Continuity Professional, and has over 10 years of experience working with various health datasets and data standards.

Yoseph Asfaw

Acting Business Advisor Data Standards Unit, Health Data Branch at the Ministry of Health

Yoseph provides support to ensure long-term care homes understand the Ontario Healthcare Reporting Standards (OHRS) requirements for the Trial Balance data submission.  With over 16 years of experience working on long term care data collection and reporting, project management and data standards, he was recently assigned to supporting priority COVID-19 related data collection projects where he has been instrumental in working with stakeholders on data definitions/standards to support Ontario data requirements. 

Mary Young

Director of Finance, The Glebe Centre Inc

Amit Joshi

Director, IT Innovation, Data Analytics & Capital Development, AdvantAge Ontari

Margaret Mao

A/Manager, Health Sector Models Branch, Hospitals and Capital Division, Ministry of Health

Margaret has been working for the Ministry over 15 years and has gained comprehensive knowledge and hands-on experience in funding models, costing methodologies, and financial, statistical and clinical reporting standards. In recent years, she has been leading the team to develop and enhance various evidence-based funding models and analytical products for both hospital and community sectors to support the government priorities. She holds an MBA in Health Services Management from McMaster University.

Ying Liu

Senior Methodologist, Health Sectors Models Branch, Hospitals and Capital Division, Ministry of Health

As a technical lead in the LTC Case Mix (CMI) portfolio, Ying successfully optimized the process of LTC CMI updates and created various tools to track the changes in CMI and funding impacts. In addition, she has applied data mining and SAS (Statistical Analysis System) skills in various program policy development, implementation and evaluation, and funding structure review. She holds a Master of Applied Science in Management Sciences from University of Waterloo.

Melissa Norman

Manager, Quality Improvement and RAI, The Perley and Rideau Veterans’ Health Centre

Melissa Norman is currently the Manager, Quality Improvement and RAI at the Perley and Rideau Veterans’ Health Centre, a 450-bed long term care home in Ottawa. She provides leadership in the areas of quality improvement, enterprise risk management, RAI-MDS, accreditation, organizational performance and business planning. Melissa holds a Masters in Health Administration from the University of Ottawa, is LEAN green belt certified, RAI certified and has completed the IDEAS Advanced Training Program in Quality Improvement sponsored by the Ministry of Health and Long-Term Care.

Richard G. Lee

Business and Fiscal Planning Advisor, Ministry of Health and Ministry of Long-Term Care

Richard Lee is a Business and Fiscal Planning Advisor with the Ministry of Health and the Ministry of Long-Term Care. He is a CPA CMA and has over 10 years of experience administering funding to the long-term care home sector. Richard organizes the development and implementation of  the Subsidy Calculation Worksheet, Annual Reconciliation Report and Overall Reconciliation in accordance with new, discontinued and revised long-term care home financial policies. He is contacted regularly by the sector for guidance on the ministry’s long-term care home financial regulations, polices and processes.

Feroz Masjidi

Manager of Funding Policy, AdvantAge Ontario

Mark Schroter

Team Lead, Financial Policies and Procedures Unit, Funding and Programs Branch, MLTC

Mark is the team lead of the Financial Policies and Procedures Unit in the Funding and Programs Branch at MLTC.  He has worked in the Ontario Public Service for ten years, with previous roles at Treasury Board Secretariat and the Ministry of Health.

Sandy Ng

Team Lead, MLTC; Anne Myron, Senior Policy Advisor, MLTC

Anne Myron

Senior Policy Advisor, MLTC

Testimonials

"As someone fairly new to long-term care and healthcare overall, it was informative in giving me a better understanding of all the aspects of care and funding combined."

2021 Participant

“I found all the sessions to be extremely helpful, and gained knowledge from all the sessions.”

2021 Participant

Succinct topics and clearly presented.

2021 Participant