COURSE OBJECTIVE
Enhance understanding of financial fundamentals for non-accounting health care professionals.
COST
$2,840
INSTRUCTOR
Liz Alhand, RN, CPA | Bio
DISCUSSION AGENDA
DAY 1 | |
---|---|
Topic | Time |
Breakfast | 8-8:30 a.m. |
Welcome and Introductions | 8:30-8:45 a.m. |
Articulating Expectations
| 8:45-9:15 a.m. |
Why Money Matters
| 9:15-10:15 a.m. |
Break | 10:15-10:30 a.m. |
Balancing the Vital Equation
| 10:30-11:15 a.m. |
Bonds 101
| 11:15 a.m. -12 p.m. |
Lunch | 12-12:45 p.m. |
Interpreting Financial Statements
| 12:45-2 p.m. |
Evaluating Operating Results
| 2-2:30 p.m. |
Break | 2:30-2:45 p.m. |
Telling the Operating Performance Story (Metrics)
| 2:45-3:30 p.m. |
Assignments, Group Break-out Session: Analyze the Situation & Report-Out |
3:30-4:30 p.m. |
Good Things, Bad Things & What Next? | 4:30-5 p.m. |
DAY 2 | |
Topic | Time |
Breakfast | 8-8:30 a.m. |
Welcome & Refresher: What We Want to Understand | 8:30-8:45 a.m. |
Defining the Roles
| 8:45-9:15 a.m. |
Understanding the Fiscal Rhythm
| 9:15-10 a.m. |
Break | 10-10:15 a.m. |
Integrating Strategic and Financial Planning
| 10:15-11 a.m. |
Introduction to Capital Planning & Allocation
| 11-11:45 a.m. |
Lunch | 11:45 a.m.-12:30 p.m. |
Importance of Service Line Analysis
| 12:30-1:30 p.m. |
Break-Out Groups & Pitch: Give Me the Money!! | 1:30-2:15 p.m. |
Decision to Allocate the Money & Feedback | 2:15-2:45 p.m. |
Break | 2:45-3 p.m. |
Measuring & Managing Financial Risk
|
3-3:30 p.m. |
Talking to the Board | 3:30-4:30 p.m. |
Good Things, Bad Things & Summary | 4:30-5 p.m. |
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