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.
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.
Northern Kentucky University, Salmon P. Chase, College of Law, J.D., 2009, summa cum laude
University of Kentucky, M.A., 2000, in secondary education
University of Kentucky, B.A., 1998, major in English, minor in philosophy
The Best Lawyers in America®; Health Care Law, 2024-2025
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
Ohio State Bar Association, 2009-present
Faculty Member for Chartis Clinical Quality Solutions, 2022 – current
American Health Lawyers Association, 2009-present
United Way Emerging Leader, 2010-present
Pro Bono Partnership, firm liaison and volunteer
Junior Achievement volunteer, 2013-2015
Faculty Member and Presenter at Chartis Clinical Quality Solution’s National Programs; Medical Executive Committee Institute, 2022 – current
“A Strategic Blueprint to Win Value-Based Care,” AHLA Health Care Transactions Conference, Presenter, 2024
“Legal Issues Facing Clinical Executives in the Rapidly Changing Care Environment,” Chartis Clinical Quality Solution’s, Presenter, 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
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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