| cleverley + associates | bottom line: absolute value

Key Staff Bios

William O. Cleverley, PhD

President

William O. Cleverley, PhD has been the President of Cleverley + Associates since its formation in January 2000. Prior to forming the company, Dr. Cleverley, in conjunction with Dr. Roger Harvey, established the Center for Healthcare Industry Performance Studies (CHIPS) in 1992, which was acquired by United Healthcare in March 1998. In addition to his professional responsibilties, Dr. Cleverley is also Professor Emeritus at The Ohio State University where he has taught courses in healthcare finance since 1973.

James (Jamie) O. Cleverley, MHA

Principal

Mr. Cleverley serves as a Principal for Cleverley & Associates, where he has worked since September 2003. Mr. Cleverley consults with hospital and healthcare organizations to identify financial and operating opportunities, as well as related strategies for performance improvement. Prior to joining the firm, he directed a statewide health services program for a medical association. Mr. Cleverley has written several articles dealing with healthcare financial analysis and application, including the annual Community Value Index hospital survey. He was the recipient of the Healthcare Financial Management Association’s Yerger/Seawell Best Article award. Mr. Cleverley received his Masters in Health Administration from The Ohio State University in 2004. He received his Bachelors of Science in Business Administration from The Ohio State University in 1999.

Susan E. White, PhD

Vice President of Research and Development

Dr. White has been the Vice President of Research and Development for Cleverley + Associates since January of 2000. Prior to joining the firm, Dr. White was the Vice President of Data Operations for CHIPS/Ingenix. Dr. White has also served as an adjunct faculty member at The Ohio State University where she has taught data analysis courses. Dr. White has written numerous books and articles regarding the benchmarking of healthcare facilities and the appropriate use of claims data. She has published articles in the areas of outcomes assessment and risk adjustment using healthcare financial and clinical data. Dr. White received her PhD in Statistics from The Ohio State University in 1991. She is a member of the American Statistical Association.

Joanna M. LaFortune, MBA

Vice President of Data Services

Ms. LaFortune has been the Vice President of Data Services for Cleverley + Associates since January 2000. Prior to joining the firm, Ms. LaFortune was the Manager of Sales and Service for CHIPS/Ingenix. She joined CHIPS in 1993 where she was primarily responsible for the sale and technical support of hospital data-driven products. Ms. LaFortune has worked extensively with the Medicare Cost Report and has a broad understanding of financial and operating performance measures. Ms. LaFortune received her Masters in Business Administration from The Ohio State University in 1998. She received her Bachelors of Science in Business Administration from The Ohio State University in 1993.

Michael D. Howe

Vice President of Marketing and Business Development

Mr. Howe has been the Vice President of Marketing and Business Development for Cleverley + Associates since January 2000. Prior to joining the firm, Mr. Howe was the Director of Marketing for CHIPS/Ingenix. He joined CHIPS in 1996 as Senior Product Marketer where he was primarily responsible for lead generation, product marketing, and corporate communications. Prior to joining CHIPS, Mr. Howe worked in direct marketing and periodical publication marketing for a mid-level accounting and enterprise management software company. Mr. Howe received his Bachelor of Arts degree from Adrian College in 1990. He is a member of the national and local chapters of the American Marketing Association and the Healthcare Financial Management Association.

Lauree E. Handlon, MS, RHIA, CCS, CPC-H

Data Quality and Reimbursement Consultant

Ms. Handlon has been a Data Quality and Reimbursement Consultant for Cleverley + Associates since July 2002. Prior to joining the firm, Ms. Handlon was the OCE/NCCI Auditor at The Ohio State University Medical Center. She monitored outpatient accounts for accurate, timely, and compliant coding and billing. She worked closely with APC regulations and guidelines provided by CMS and the local Fiscal Intermediary. Ms. Handlon received her Masters degree through the School of Allied Medical Professions from The Ohio State University in 2008. She received her undergraduate degree in Health Information Management and Systems from The Ohio State University in 2000. She is a member of the American Health Information Management Association and the American Academy of Professional Coders.

Monica Miller, MBA

Senior Data Integration Consultant

Ms. Miller, has been a Senior Data Integration Consultant for Cleverley & Associates since December 2003. Ms. Miller has over 15 years of experience in the Healthcare Industry where she has worked in various aspects of the industry including, Actuarial Services, Information Services, Compliance and Marketing. Prior to joining the firm, Ms. Miller was the Director of Pricing and Reporting in the Marketing department at Harrington Benefit Services, a national Third Party Administrator. There she ensured the integrity of the company’s marketing, pricing and compliance databases and developed SQL programs for various departments. She also was responsible for the drafting and maintenance of contract language with Provider Networks, including PPOs and PBMs. Ms. Miller received her undergraduate degree in Mathematics from the Ohio State University and her MBA from the University of Dayton. She also has a HIA designation from the America’s Health Insurance Plans (AHIP).

Key Staff Bios

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