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Introducing Brad Clifford, MBA: Strengthening Our Firm’s CMS Reporting Expertise

With 14 years of experience in Medicaid and CHIP financial management, Clifford joins Myers & Stauffer as a senior manager, bringing deep federal expertise and a client-first approach that strengthens our ability to support state and healthcare clients.

6 minutes

Key Takeaways

Myers & Stauffer is thrilled to welcome Brad Clifford, MBA, as a new senior manager, further strengthening our CMS reporting expertise and deep commitment to client-focused service. With 14 years of government experience in Medicaid and CHIP financial management, Brad’s extensive background with federal compliance, §1115 waivers, and CMS forms (CMS-64, CMS-21, CMS-37) brings unmatched value to our team and clients.

  • Brad’s 14+ years of government experience at CMS and the Department of Defense enhance Myers & Stauffer’s leadership in Medicaid and CHIP financial management, federal compliance, and accurate CMS reporting.
  • A career dedicated to fostering strong client relationships and crafting tailored solutions to address pain points ensures Brad is an excellent fit for Myers & Stauffer’s commitment to delivering exceptional client service.
  • Brad will be attending the HSFO conference, sponsored by the National Association of State Human Services Finance Officers in August.

Myers & Stauffer’s federal reporting methodology covers the full submission life cycle, from evaluating and updating state processes and documentation, to preparing and reviewing quarterly CMS-64, CMS-21, CMS-21, and CMS-37 forms in the Medicaid and the Children’s Health Insurance Program (CHIP)-based expenditure systems, reconciling prior period reports against financial records, and representing states in direct communications with the Centers for Medicare & Medicaid Services (CMS).

For nearly five decades, we have worked hard to hone our methods and build our best practices. We always want to stay at the forefront of legislative and regulatory requirements with efficient processes led by those with deep expertise.

That’s why we are pleased to welcome aboard Brad Clifford, MBA, as a senior manager. He will join a team of equally skilled colleagues who specialize in rate setting, federal compliance, and reporting.

Get to Know Brad

Professional Background and Experience

Brad brings to Myers & Stauffer more than 14 years of government experience, most recently at CMS, where he spent seven years and served as a Financial Management Specialist with the Center for Medicaid and CHIP Services (CMCS).

His primary function was federal oversight of state Medicaid financial management activities. He was directly responsibility for reviewing quarterly reporting (CMS-64, CMS-21, CMS-37, and CMS-21B), Medicaid administrative claiming, §1115 waiver financial monitoring, focused financial management reviews, and working with states on new or updated regulations and their implications for Medicaid finances.

“I worked hard to develop strong relationships with state contacts so we could work together on complex Medicaid financial issues and ensure accurate reporting,” says Brad. “Prior to joining CMS, I worked as an auditor with the Department of Defense’s Defense Contract Audit Agency. There, I received extensive audit training and had the opportunity to audit some of the largest defense contractors in the country.”

Soon after graduating college, he began his career in the financial services industry, earning his Series 7 and Series 66 licenses and helping clients reach their financial goals.

“I believe that having sales experience in my career directly out of college helped me tremendously by teaching me the importance of relationships and being client focused,” says Brad.

Why Myers & Stauffer?

When asked why he chose Myers & Stauffer, Brad says he welcomed the opportunity to take on a new and exciting challenge in his career. In particular, he enjoys working directly with clients and meeting the day-to-day changes and challenges those engagements bring.

“I was looking for a place where I would be able to provide value in a client-focused role,” says Brad. “That’s especially true when I think about helping to grow the firm and its capabilities around federal compliance and quarterly reporting. I believe that by providing high-quality, high-touch work in our client service, we will be able to attract new clients who value what we have to offer.”

Goals for Working at Myers & Stauffer

In thinking about the direction of his career with the firm, Brad is clear about his goals and what he most wants to accomplish.

“I am most excited to get to know and work with our clients,” says Brad. “I want to partner with our current and potential clients to discover their needs and pain points and then work with our team to develop solutions that meet, and hopefully exceed, their expectations.”

We have helped clients with a variety of federal reporting services, including:

  • Review Processes and Procedures and Draft Updates to Policy and Procedure Manuals and Documentation. This includes evaluating current state processes for accumulating information and preparing the CMS forms, as well as reviewing existing process documentation for inconsistencies and for updates to current practices.
  • Prepare and/or review quarterly CMS-64, CMS-21, and CMS-37 Forms. We help states prepare work papers necessary to accumulate financial information in a format for entering into the Medicaid Budget and Expenditure System/State Children’s Health Insurance Program Budget and Expenditure System (MBES/CBES). We have experience entering data into MBES and assisting states in providing quality assurance review before the state certifies the forms in MBES.
  • Analysis and Reconciliation of Previous Quarterly Reports. Our work includes analyzing previous quarterly reports to ensure the amounts submitted reconcile with state financial and accounting records and CMS records, such as draws from the payment management system (PMS) accounts.
  • Support the State Agency in Responding to Questions from CMS. Our team assists state staff in responding to questions and comments from CMS as a result of the CMS regional office review of the quarterly reporting forms
  • Train State Agency Staff. When states experience turnover within the department or unit responsible for federal reporting, it can be difficult for new staff to successfully maintain the reporting process. Our experience includes training state staff on how to prepare work papers and complete the quarterly forms.

Meet Brad at HSFO

Brad will attend the HSFO conference, sponsored by the National Association of State Human Services Finance Officers. The conference runs from Sunday August 9 through Thursday August 13 in Washington, D.C. This immersive experience brings together human services professionals to address today’s most pressing human services issues alongside peers and colleagues. Attendees will have access to topics at the forefront of the current landscape, including AI issues. Read more here about the conference.

And be sure to stop by and see us in the exhibit space, where you can meet Brad and other Myers & Stauffer professionals for a meaningful discussion on YOUR most pressing topics and how we can help.

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Myers & Stauffer’s services touch virtually every aspect of government-sponsored health and human services programs. We take to heart the mission at the core of what these programs deliver: affordable, accessible services for our most vulnerable citizens.

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Brad Clifford, MBA
Senior Manager
Kevin Disher
Senior Manager