Our Team

Steven D. Forman, CPA

Professional Experience

Mr. Forman has ten years experience with Strategic Management Services and operates out of the Boca Raton, Florida Office. The scope of his responsibilities include developing and implementing compliance programs; financial/legal fact-finding; assessing organization vulnerabilities and risks; focused analyses and operational reviews; implementing effective monitoring systems; testing internal compliance controls; developing/delivering compliance education and training programs; and working with senior management/Boards in developing strategic plans.

Mr. Forman has served in both the federal government and private sector in auditing, monitoring, management control, financial management and compliance.  Expertise and core competencies include:

• Developing, implementing, evaluating, and upgrading compliance programs for over 40 organizations.
• Clients included large integrated systems, managed care organizations, and other providers.
• Acting as a designated compliance officer for clients.
• Extensive experience in audit planning, conducting reviews and ensuring audit resolution.
• Assisting clients in negotiating CIA terms with the OIG.
• Performing IRO reviews for organizations under Corporate Integrity Agreements.
• Conducting audits of hotline operations.
• Developing programs to evaluate and test internal compliance controls.
• Providing support in response to HIPAA administrative simplification requirements.
• Assisting federal grantee clients with meeting terms of their funding and addressing concerns of federal regulators.

Previous Work Experience

Mr. Forman served ten years as Vice President, Internal Audit and Compliance for New York Presbyterian Hospital where he was responsible for Internal Audit, Compliance, and HIPAA Privacy programs for the largest acute care provider in New York State. He provided services to the “flag ship” hospital system and 11 sponsored hospitals and their related services and operations. In addition, Mr. Forman previously served as the Director of the Division of Resource Management and Operations for the DHHS Office of Inspector General (OIG) where his responsibilities included management controls and work planning programs. He developed annual work plans that outlined the major enforcement initiatives undertaken by the OIG in areas of fraud, waste and abuse and oversaw the OIG internal control review program. His duties extended to providing oversight for the annual grants to State Medicaid Fraud Control Units. Prior to that he was the Executive Director of the National Association of Government Accountants (AGA). He also served as the Deputy Controller for the Federal Energy Regulatory Commission (FERC).

Education/Professional Affiliations

• Bachelor of Science, Business Administration, University of Maryland
• Master of Business Administration (Finance and Investments), George Washington University
• Certified Public Accountant (CPA)
• Member of the American Institute of Certified Public Accountants
• Member Institute of Internal Auditors

Honors and Other Accomplishments

• Association of Government Accountants President’s Award
• Association of Government Accountants Authors Award
• AGA Regional Vice President
• AGA Chapter President
• Co-chair, AGA National Professional Development Conference

Our Team

• Al Bassett
• Camella Boateng
• Jillian Bower
• Steve Brannan
• Chris Coleman
• Cornelia Dorfschmid
• Steve Forman
• Catie Heindel
• Tom Herrmann
• Rita Isnar
• Sharita Jennings
• Richard Kusserow
• Bill Moran
• Arpana Narain