Date: March 25-26, 2026
This is a Live 2-Day Virtual event

Pricing Information:

Member Rate: $975
Non-Member Rate: $1950
Registration Cut-off Date: March 13, 2026

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Overview

Financial Operations Management I (FOM I) is a two-day, virtual national training designed to strengthen foundational management skills for Health Center leaders and finance professionals.  This program provides a practical, hands-on exploration of core health center financial operations, including budgeting, grants management, Medicare cost reporting, and financial decision-making in an evolving reimbursement environment.

Designed for CEO's, CFO's, COOs, Controllers, Finance Managers, and accounting staff, FOM I equips participants with the tools and frameworks needed to enhance financial sustainability, improve reporting accuracy, and support informed leadership decision-making.  Through real-world examples and peer discussion, participants gain actionable insights they can immediately apply within their organizations.

Learning Objectives

• Operational Budget Development:

  • Develop a comprehensive operational budget aligned with financial goals and compliance by completing a sample budget exercise.

• Profitability Drivers:

  • Identify and apply three key drivers of profitability using industry benchmarks to enhance financial performance

• Medicare Cost Report Mastery:

  • Accurately complete a Medicare Cost Report, achieving 90% accuracy in a practice exercise.

This training will focus on the following CFO Competencies:

• Grant Compliance (Level 3)
• Accounting and Finance Operations (Level 3)
• Business Communication (Level 3)

Continuing Education

This training will provide Continuing Education Unit (CEU) and Continuing Professional Education (CPE) credits. This program has been recommended for 10.5 CPE in the “Specialized Knowledge–Technical” category and 8.75 CEU

If you have any questions, please reach out to [email protected].