Community Benefit 101: The Nuts and Bolts of Planning and Reporting Community Benefit

Oct. 25, 26 and 27, 2022
2 – 5 p.m. ET each of the three days

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Program agenda


Tuesday, October 25, 2022
2:00 p.m. ET* Welcome
Jaime Dircksen, Vice President, Community Health & Well-Being
Trinity Health, Livonia, Mich.
2:10 p.m. ET Community Benefit: The Mission Imperative
How community benefit expresses not-for-profit health care’s mission and values.

Michael Miller, Jr., MA
System Vice President of Mission & Ethics
SSM Health, St. Louis.
2:40 p.m. ET Break
2:50 p.m. ET The Public Policy Imperative
Review of public policies for tax-exempt hospitals including the IRS 990, Schedule H, and Affordable Care Act requirements.

Stephen Clarke, JD
Managing Director
Exempt Organization Tax Services Division
Ernst & Young LLP
3:20 p.m. ET Break
3:30 p.m. ET Building a Sustainable Infrastructure
Using mission as a guiding framework, and how to align governance, management and operations through organizational structure and policies.

Afia Griffith, MA, MPA
Community Benefit Director
Ascension St. Vincent, Indiana, Indianapolis

Melissa Dean, MSN, MBA
Director of Community Benefit, Volunteer, & Gift Shop Services
Mercy Medical Center, Cedar Rapids, Iowa
4:00 p.m. ET Closing
4:10 p.m. ET Join the Conversation (optional)
An opportunity to ask additional questions of the day's speakers.

Indu Spugnardi
Director, Advocacy and Resource Development
Catholic Health Association, Washington, D.C.

Melissa Dean, Jaime Dircksen, Afia Griffith, Michael Miller
4:45 p.m. ET Adjourn


Wednesday, October 26, 2022 - Reporters' Day
2:00 p.m. ET Welcome and Reflection 

Jaime Dircksen
2:05 p.m. ET Requirements for What Counts and Accounting

Julie Trocchio
Senior Director, Community Benefit and Continuing Care
Catholic Health Association, Washington, D.C.
2:15 p.m. ET What Counts as Community Benefit and Accounting for Community Benefit
Criteria for what counts (and doesn't count) as community benefit, IRS definitions and navigating the gray areas, principles for measuring, reporting, and accounting for community benefit. 

Trina Hackensmith
Vice President, Lyon Software, Concord, N.C.

Toni Conley, CPA, Director, CHWB Compliance and Community Investing, Community Health and Well-Being
Trinity Health, Plymouth, Mich.
4:00 p.m. ET Break
4:15 p.m. ET Telling the Community Benefit Story
Telling the story with the IRS Form 990, Schedule H and beyond.

Brian Reardon, MA
Vice President, Communications and Marketing
Catholic Health Association, St. Louis

Brad Haller
Social Media Manager
Mercy, St. Louis
4:45 p.m. ET Adjourn


Thursday, October 27, 2022
2:00 p.m. ET Welcome, Reflection, Overview of Planning and Evaluation Requirements

Jaime Dircksen and Julie Trocchio
2:15 p.m. ET Community Health Needs Assessment and Priority Setting
Assessing needs using available public health data and working with community members to collect new information, set priorities, and apply an equity lens.

Vondie M. Woodbury, MPA
Consultant, Woodbury Group Consulting, Muskegon, Mich.
2:45 p.m. ET Planning to Address to Community Health Needs
Using public and community health principles to develop an implementation strategy.

Michael Bilton, MPP
System Director, Community Health and Community Benefit, CommonSpirit Health, Chicago
3:15 p.m. ET Break
3:25 p.m. ET Evaluating Impact
Evaluating programs to determine if the organization is meeting its community benefit goals.

Julie Trocchio, BSN, MS
3:55 p.m. ET Putting it All Together
Review a community health improvement program that shows how assessment, planning and evaluation concepts are used in a real-world situation.

Barry Ross
Executive Director, Justice Partnerships
Sisters of St. Joseph of Orange
4:15 p.m. ET Getting Started
How to jump start your program and prepare for the unexpected. and an opportunity to ask additional questions of the program’s speakers.

4:45 p.m. ET  Adjourn
 *Please note that times are offered in Eastern Time. Adjust times for your location.