638 Healthcare Transition Case Study

The fourth webinar in our 638 healthcare transition series asks: understanding the 638 process is one thing, but what’s it really like to go through one?

Our 638 transition team and Michael Bird, Former Chairman of the Kewa Pueblo Health Corporation at Kewa Pueblo, discuss key decisions that must be made along the way, lessons learned, challenges faced, and the benefits enjoyed as a result. Michael led his community through a successful transition in 2011.

Agenda

  • Pre-transition Considerations
  • Key Decisions:
    • CEO
    • Org Chart
    • Compensation and Benefits
    • Interim Assistance:
      • Accounting, HR, IT and Support Services
  • Lessons Learned:
    • Mission, Values and Community vision
    • Strategic Plan
    • Communication – community and employees, IHS and Tribe
  • Transition Benefits

Resource Materials

Our Speakers

Steve Cogan Steve Cogan, CPA
Managing Principal, REDW LLC

With more than 25 years’ experience in public accounting, Steve serves a wide variety of clients, including tribes and tribal enterprises and hospitals, clinics, physician groups, and other healthcare providers. He has led the policy & procedures, procurement, and board development components of several 638 Healthcare Transitions, and finds that thoughtful consideration of the governance and leadership structure has significant impact on transition success and on improving patient care.

Michael E. Bird, MSW, MPH
Former Chairman, Kewa Pueblo Health Corporation
Past President, American Public Health AssociationMichael E. Bird is a Santo-Domingo/KEWA Pueblo Indian from New Mexico. Mr. Bird has more than 30 years of public health experience with Native American populations in the areas of medical social work, substance abuse prevention, health promotion and disease prevention, HIV/AIDS prevention, behavioral health, and healthcare administration.Mr. Bird is currently a national consultant to AARP on Native American/Alaska Native communities. In 2018, Michael was honored as one of UC Berkeley School of Public Health’s most influential alumni.
Tal Moore Tal Moore, THRP
Principal, REDW LLC

Tal is known throughout Indian Country as a skilled consultant and facilitator specializing in Organizational Development. For over 25 years, he has provided his Human Resources (HR) management expertise primarily to tribal governments and their enterprises—including five years as Chief Administrative Officer for Fort Defiance Indian Hospital during the organization’s IHS 93-638 transition to Self Governance. He was also elected to three two-year terms as President of the National Native American Human Resource Association (NNAHRA), where he is currently serving as Interim Director following his final term.

Lisa Wilcox Lisa Wilcox, SHRM-SCP, SPHR, CEBS, CCP, CMS, RPA, THRP
Principal, REDW LLC

Lisa has worked in the area of human resources consulting, and compensation planning and retirement plan consulting for most of her 34-year career with REDW. Her experience covers a broad spectrum of technical topics, ranging from compensation programs and human resources consulting, to provisions of the Affordable Care Act, behavioral assessments and recruiting. She has also served as the onsite HR Director and Chief Human Resources Officer during some of the firm’s larger 638 healthcare transitions. Lisa is a certified Tribal Human Resources Professional (THRP), having received special training from the National Native American Human Resources Association in HR topics, issues, laws and regulations unique to tribal organizations and enterprises.

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