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Perry Lutheran Home: A Case Study in Long-Term Care M&A Legal Issues in Iowa
One pathway to growth is Mergers and Acquisition. This session will be presented in a panel format including attorneys and senior leaders of Perry Lutheran Home who will discuss legal and operational issues in health care acquisitions through the lens of a recent change of ownership in Perry. Learn from their experience as the panelists discuss the state and federal regulatory processes as well as tips for handling challenges that can arise in these transactions.
- Review federal and state regulatory processes for undergoing a change of ownership in Iowa.
- Describe legal risks and risk mitigation options in health care acquisitions.
- Discuss tips and recommendations for structuring transactions as well as real world experiences from those who undertook a recent complex acquisition.
Rev. Max Phillips, MDIV, EMBA, CEO, Perry Lutheran Home, Perry
Rev. Max Phillips is executive pastor of Christ-Zion Lutheran Church with sites in Perry, Bouton, and Ogden. He has been CEO of Perry Lutheran Homes since 2011 and executive director of Lutheran Family Service, an adoption and mental health counseling organization. In addition to his church and extended care experience, he enjoyed a rich career in business, including top executive assignments with a Fortune 100 company and has served in numerous education leadership and policy roles, including appointments to the State of Iowa Board of Education. His work also includes several other elected and community service positions.
Alissa Smith, JD, MHA, Partner, Dorsey & Whitney LLP, West Des Moines
Alissa Smith is a partner in Dorsey & Whitney LLP’s health group. Smith represents health care organizations such as health systems, hospitals, pharmacies, long-term care providers, home health agencies, and medical practices, as well as nonprofit and municipal organizations. Smith’s practice involves a wide range of corporate and regulatory matters facing health care providers, nonprofit organizations, and municipal entities. Her transactional practice includes contracts, leases, mergers, acquisitions, and joint ventures. Smith’s regulatory practice includes the interpretation and application of state and federal fraud and abuse laws, Medicare and Medicaid rules, tax-exemption laws, HIPAA and privacy laws, EMTALA laws, licensing matters, employment laws, governmental audits, open records and open meetings matters, and corporate and health system governance issues including the revision and negotiation of medical staff bylaws. She also assists with hospital-provider relations such as co-management arrangements, peer review investigations, and medical staff fair hearings. Smith represents health care providers before the State Health Facilities Council in Certificate of Need hearings.
Katie Cownie, JD, Partner, Dorsey & Whitney LLP, West Des Moines
Katie Cownie has worked on business and corporate issues for more than 20 years. Many of the clients she works with are involved in health care in some fashion. Her clients include long-term care facilities, hospitals, mental health providers, physicians, and dentists. In addition to her health care expertise, she has spent many years working with clients in the renewable fuels area. She provides representation related to entity organization, contracting, and raising capital.
Melissa Gannon, BSHA, Administrator & Chief Operations Officer, Perry Lutheran Homes, Perry
Melissa Gannon serves as the chief operations officer of Perry Lutheran Homes (PLH) located in Perry, a position she has held since 2019, in addition to being the PLH administrator since 2017. In this position she oversees the day-to-day operations of the PLH independent living, assisted living, and all extended care services provided in their three campuses. Gannon has held numerous positions during her career including several assignments in nursing, business office, and administration. She holds degrees in nursing and administration from Kaplan University and the University of Phoenix. Besides serving Perry Lutheran Homes, Gannon is in charge of Lutheran Family Service Elder Care ministry and has helped establish and open the Jacmel Lutheran Home in Jacmel, Haiti. She serves on the board for LeadingAge Iowa and is a graduate of the LAI Leadership Academy and currently a mentor in that program. Gannon is married and has two young sons.
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