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1111 W. San Marnan Dr. | PO Box 2817 | Waterloo, IA 50704 | Phone: 1.866.227.8171 | Fax: 7.800.666.1721

 

VGM Group Surety Bond

 

Management

Warren G. Freeman
Director of sales and marketing
VGM Insurance

Warren helps lead all sales, marketing, and business development opportunities for VGM Insurance.   He received his undergraduate degree from the University of Northern Iowa and his master’s degree from the University of Wisconsin, Madison.  He holds several insurance and financial field designations, including his Certified Financial Planner (CFP®), Fellow, Financial Services Institute (FFSI), and Fraternal Insurance Counselor (FIC).  Warren joined VGM in 2008, and before that, he held a variety of sales and marketing positions for a large national financial services company and for a regional insurance provider.  

Topics:

  • Risk management
  • Insurance and the HME provider
  • Insurance and the O&P practitioner
  • Medicare/ Medicaid surety bonds
  • Updates on insurance regulations
  • Updates on insurance as it relates to an industry
  • Risk and reward - Helping providers evaluate the products and practices from a risk vs. reward perspective.
  • Health insurance reform
  • Retirement planning - Steps to take to ensure a good retirement
  • Business evaluation
  • Filling business owner financial gaps
  • Business owner financial priorities

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Mike Mallaro
Chief financial officer
VGM Group, Inc.

Mike’s responsibilities include the leadership of all financial, tax, information technology and employee benefit matters for VGM as well as executive responsibility for five VGM operational divisions of VGM: VGM Forbin, VGM Technologies, VGM creative, Strategic Media and Strategic Imaging. Mike is a frequent speaker on HME industry topics, including financial analysis, benchmarking, the Internet and trends for the future. Previously, he was CFO for Gordman’s, a retail chain, where he was part of a turnaround executive team. Mike spent the first 12 years of his career as a CPA with Deloitte & Touche where his clients ranged from start-ups to Fortune 100 businesses. A graduate of the University of Iowa, he holds the CPA and CMA designations.

Topics:

  • HME financial results:  how are others doing and how can you do better
  • Evolution of health care: the move toward a patient centric model of health care and how it impacts HMEs
  • HME retail:  The secrets of the world's great retailers and how HMEs can mimic their success

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Merideth McDonald
Vice president
VGM Technologies

Meridith has been with VGM for 19 years.  She is responsible for communication technology solutions for VGM. Before VGM, Merideth was with AT&T for 25 years.  Much of her time at AT&T was spent developing solutions for customer communications, voice and data.  She has worked with small businesses to large multi-national corporations.  Merideth also worked in two of AT&T’s largest call centers in Chicago and Atlanta.  She managed sales groups and customer service representatives.  She was also instrumental in the development of training materials for each center.

Topics:

  • “Platinum” customer service
  • How to do great “phone”
  • Business continuity/disaster recovery
  • How to place successful sales calls
  • Technology for the 21st century

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Alan Morris
Director – Alternate Care Programs
VGM Group, Inc.

Alan is responsible for developing programs to prepare HME providers for the ever-changing environment, as well as membership programs for other sectors of the home healthcare arena, including home health, IV therapy, and retail pharmacy.

Alan’s prior projects have included educating providers on important legislative and regulatory issues. With an extensive background on DMEPOS Competitive Bidding (and the recent MIPPA legislation), Accountable Care Organizations, health care reform, oxygen regulations, surety bond issues, and PECOS, Alan has presented numerous seminars and assisted hundreds of providers on compliance issues. Alan received a Bachelor's Degree in Business from Ferris State University, and was previously employed as Head Golf Professional for Overland Park Golf Club.

Topics:

  • Affordable Care Act and the DME Industry
  • New Revenue Opportunities
  • Improving Your Position in the Continuum of Care

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