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Biography

Chad leads the firm’s Health Care Innovation Industry Team. His focus on the health care industry provides him an opportunity to advise businesses and health care entities on corporate matters, formation and structuring, contract negotiation, and regulatory compliance. His deep understanding of healthcare operations, billing, and compliance allow for innovative solutions that further coordinate care and strengthen physician alignment. He works with publicly traded and privately owned health care entities, including a wide range of not-for-profit organizations.

He has assisted numerous hospitals, physician practices, ancillary service providers and related entities on clinical integration, mergers and acquisitions and issues pertaining to Stark, anti-kickback, billing compliance, recovery auditor programs, HIPAA, licensing, credentialing, health care reform and other regulatory and transactional aspects of the industry.

Chad also advises not-for-profit organizations on governance and policy issues, IRS compliance, and Form 990 issues. Prior to graduating from Salmon P. Chase College of Law, Chad taught English at the secondary and collegiate levels.

Other Info About Chad

Experience

Legal Work Highlights

Led merger of three substantial health care non-profit organizations.

Led sale of hospital outpatient department dialysis center to national provider.

Led merger by nonprofit health system of critical access hospital.

Led sale of minority interest in senior living group purchasing organization to publicly traded buyer.

Led acquisition of multi-facility OB/GYN practice by a Federally Qualified Health Center (FQHC).

Led and assisted with numerous formations of management services organizations, including ophthalmology, orthopedic, chiropractic, and anesthesia specialties.

Assisted with formation of numerous clinically integrated networks, including Medicare Accountable Care Organization (ACO).

Led significant regulatory compliance project addressing 39 states and federal regulations for publicly traded health care company.

Assisted with structuring, negotiating and completing purchase of long term care pharmacy including transfer of over 100 licenses.

Assisted with structuring, negotiating and completing sale of private pharmacy to a public company.

Assisted Free Health Center in formation, credentialing, and obtaining FTCA immunity for board members, officers and volunteers.

Serves as outside general counsel to large Federally Qualified Health Center in Southern Kentucky.

Obtained complete reversal, without any payment obligation, in an appeal of a physician’s exclusion from Medicare.

Obtained complete reversal and full refund of RAC denial with extrapolated overpayment in excess of $250,000.

Assisted health system in purchase of hospital, from both a transactional and regulatory perspective.

Annually advises billion-dollar non-profit hospital organization with Form 990 compliance including its community health needs assessment and 501(r) compliance.

Presented to numerous not-for-profit Board of Directors’ regarding governance issues and Form 990 implications.

Negotiated numerous Business Associate Agreements regarding HITECH Amendments and Breach Notification provisions.

Handled countless HIPAA privacy matters, risk assessments and releases of medical information and development of HIPAA training and compliance programs.

Obtained numerous 501(c)(3) determination letters including for hospitals.

Education

Law School

Northern Kentucky University, Salmon P. Chase, College of Law, J.D., 2009, summa cum laude

Graduate School

University of Kentucky, M.A., 2000, in secondary education

Undergraduate School

University of Kentucky, B.A., 1998, major in English, minor in philosophy

Bar Memberships

Chad is licensed to practice in the following state(s):

Ohio, 2009

Recognition

Local & National Recognition

The Best Lawyers in America®; Health Care Law, 2024

Recipient of Ohio State Bar Foundation Community Service Award for Attorneys 40 and under, 2015

FBT Mentor of the Year, 2013 and 2017

Recipient of the Chase Fellowship Scholarship, 2006, 2007, and 2008

Northern Kentucky Law Review, Associate Editor

CALI Award (highest grade in class) Contracts II, Corporations, National Security, and Criminal Procedure

Professional Affiliations

Professional Affiliations & Memberships

Ohio State Bar Association, 2009-present

Faculty Member for Chartis Clinical Quality Solutions, 2022 – current

American Health Lawyers Association, 2009-present

Civic Activities

Civic & Charitable Organizations

United Way Emerging Leader, 2010-present

Pro Bono Partnership, firm liaison and volunteer

Junior Achievement volunteer, 2013-2015

 

 

Presentations

Chad was invited to speak at the following events:

Faculty Member and Presenter at Chartis Clinical Quality Solution’s National Programs; Medical Executive Committee Institute, 2022 – current

“Legal Issues Facing Clinical Executives in the Rapidly Changing Care Environment,” Chartis Clinical Quality Solution’s, 2023

“Consumerism: Capitalizing on Changing Trends in Healthcare Competition,” The Business of Healthcare Summit, Moderator, 2022

“Private Equity Transactions in Healthcare,” The Business of Healthcare Summit, Moderator, 2021

“Five Cutting Edge Orthopedic Affiliation Strategies,” American Association of Orthopedic Executives, National Conference, presenter, 2023

“PE and Physician Practices,” Cincinnati Coalition for Physician Wellbeing, presenter, 2023

“Private Equity, Hospital Employment or Independent Practice,” Texas Orthopedic Association’s “T-Bones” Annual Conference, presenter, 2022

Faculty Member and Presenter at Chartis Clinical Quality Solutions, “Medical Ethics,” presenter, 2021

“Employment Law Panel,” Defense Trial Counsel of Indiana, Annual Summit, panelist, 2021

“Senior Care Panel and COVID,” Health Care Compliance Association (HCCA), Regional Conference – Louisville, presenter, 2020

“OIG 6 Year Lookback,” Health Care Compliance Association (HCCA), Regional Conference – Indianapolis, presenter, 2020

“OIG Mandated Six Year Lookback Audits,” Health Care Compliance Association (HCCA), Regional Conference – Scottsdale, presenter, 2020

“Stark Law and Anti-kickback Update – Value Based Care,” Cincinnati Bar Association Annual CLE Program, presenter, 2019

“Privacy and the Law,” The Health Collaborative Convening Summit, presenter, 2019

“Medical Necessity: The Case for Checks and Balances,” The Greeley Institute, Faculty Member and presenter, 2019

“Non-Profit Governance: Traps…Even for the Conscientious,” BKD Annual Conference, presenter, 2018

“Future of Healthcare Roundtable,” Cincinnati Business Courier, panelist, 2017

“Non-Profit Governance Bootcamp,” Pro Bono Partnership of Greater Cincinnati, presenter, 2016 and 2023

“How Blockchain Will Affect HIPAA,” Speaker 2016, BTC Media: Distributed Health

“Objects in the Mirror are Larger than They Appear: Managing Compliance Risks in Healthcare Acquisitions,” 7th Annual Healthcare Deal Making Conference, presenter, 2014

“Managed Care Update,” HFMA Annual Meeting, Southwest Ohio Chapter, May 18, 2012

501(c)(3) and What it Means, presenter 2011-2015

IRS Form 990 Crash Course, presenter 2011

Recovery Audit Contractor Program, Panelist 2010

Healthcare Deal Making Summit, co-presenter 2014

Major Publications

Chad is an author or contributor to the following publications:

Contributor: “Electronic Monitoring of Adherence in Clinical Care: Ethical and Practical Considerations”, American Psychological Association, 2022, Vol .10, No. 4, 452-461

Co-Author: Health care compliance precautions in private equity: an ounce of prevention…” Reuters Legal News, December 22, 2022, with Darren Skyles and Patrick LaRue

Co-Author: “A Practical Guide to CyberInsurance for Businesses,” Healthcare Chapter, 2021

Health Care Program Compliance Guide, Ch. 1001, “Hospitals-Admissions and Discharges.” Bloomberg BNA, 2016

“The Two-Midnight Rule and the Irreverent Observation Status,” Bloomberg BNA, Health Law Resource Center, 2014

Free Enterprise Fund v. Public Company Accounting Oversight Board: The Decision That Corporate America May Forever Be Waiting For, 36 n. ky. l. rev. 146

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