Carrie Cooley is the Principal of Weatherbee Resources. Carrie joined Weatherbee in 2009 as an Associate Consultant and was hired as the Consulting Coordinator in 2012. In 2014, Carrie was promoted to Director of the Consulting Division and in July 2015, she assumed the COO position. In 2021 Carrie assumed sole ownership of Weatherbee Resources. Her operational, clinical, and regulatory expertise has been instrumental in her professional growth with Weatherbee and in serving Weatherbee's clients. 

As the Principal of Weatherbee Resources, she leads the strategic growth initiatives for Weatherbee, providing invaluable expertise to individual hospices and the entire field. Carrie's mission is to prepare and support hospices navigating the ever-changing regulatory hospice environment. Carrie and the Weatherbee team focus on delivering consulting services and education that is specifically tailored to meet each client's individual needs. 

Carrie's regulatory expertise and extensive consulting experience includes forensic clinical record auditing, baseline compliance audits/mock surveys, interim management, clinical due diligence, and executive coaching. Carrie also works directly with clients' legal counsel in preparation for arbitration and other hearings; she serves as an expert witness. Weatherbee also works extensively with clients who are under a Corporate Integrity Agreement (CIA); Carrie and the Consulting team manage the Independent Review Organization (IRO) audit activities required by the Office of Inspector General (OIG). Carrie's excellent rapport with executives and staff alike – coupled with her regulatory and clinical acumen, and knowledge of best practices – assures excellent consulting outcomes. 

Under Carrie's leadership, Weatherbee has assisted hundreds of clients under investigation by Zone Program Integrity Contractors (ZPIC), Benefit Integrity Support Centers (BISC), Recovery Auditors (RA), the Department of Justice (DOJ), and OIG.  

As a member of Weatherbee's Speaker's Bureau, Carrie teaches a broad range of hospice, regulatory, and leadership-related topics nationally and is a member of the faculty for Weatherbee's renowned Hospice Regulatory Boot Camps. Carrie also frequently speaks at state and national hospice conferences on compliance-related topics.

Carrie is a registered nurse and holds a Master's degree from Samford University with a specialty in nursing leadership and healthcare finance.

Dr. Lauren Templeton has been a Physician Consultant with Weatherbee Resources since 2017. As a physician since 2009 and a hospice and palliative medicine physician since 2012, Dr. Templeton began her career in internal medicine, but soon thereafter was drawn to end-of-life care due to its overall philosophy and her passion for ensuring a dignified death for her patients. As a hospice medical director and Hospice Medical Director Certified physician, she is perfectly positioned to assist your hospice physicians with compliance education!

Dr. Templeton currently works in hospice as the medical director for a medium size not-for-profit hospice based in Texas. In this role, she assists with compliance, quality improvement and documentation review. She continues to participate in clinical care managing hospice patients in both the home care and inpatient setting.

She also serves as associate medical director for the Palliative Care Department at a local medical center, as well as, serving on the foundation board, medical executive committee, and ethics committee for the same facility.

Dr. Templeton’s mission is to help support hospices by educating on the role of the hospice medical director from a regulatory and clinical perspective. She has served as a task force member and item writer for the Hospice Medical Director Certification Board from which she is certified. She continues a robust educational program within her own hospice program and is a regular speaker with the Texas New Mexico Hospice Organization.

As an advocate of the hospice benefit and speaks to groups such as the Alzheimer’s Association about hospice care and currently serves as a member of the NHPCO Regulatory Committee assisting in advocating for hospice providers across the country.

Colleen O’Keefe is the Senior Project Specialist for Weatherbee Resources. Colleen has served as an RN Case Manager, Supervisor for a Continuous Home Care team, Clinical Educator, and Compliance Officer. Her clinical, regulatory, and leadership expertise allows her to deliver uncompromising consulting services.

As a Senior Consultant & Project Specialist with Weatherbee Resources, Colleen conducts clinical record audits for hospice organizations facing Additional Development Requests, writes independent expert cover letters to support technical and clinical eligibility for hospice care, and provides assistance and guidance throughout the appeals process. Colleen conducts comprehensive baseline assessment audits and mock surveys to assess regulatory compliance and identify potential risk exposures, and devises action plans to address problem areas. She also conducts education for hospice organizations across the country. Colleen also has experience and expertise in conducting investigations for hospices facing payment-related scrutiny by governmental agencies.

Colleen is a registered nurse and holds a Bachelor’s degree from Northwestern University.

This speaker has nothing to disclose.

Jacob Harper, a partner attorney with Morgan Lewis in Washington, DC, advises stakeholders across the healthcare industry, including hospitals, health systems, large physician group practices, practice management companies, hospices, chain pharmacies, manufacturers, and private equity clients, on an array of healthcare regulatory, transactional, and litigation matters. His practice focuses on compliance, fraud and abuse, and reimbursement matters, self-disclosures to and negotiations with OIG and CMS, internal investigations, provider mergers and acquisitions, and appeals before the PRRB, OMHA, and the Medicare Appeals Council.

This speaker has nothing to disclose.