Course name | Date
The CFO Outlook: Strategic Directions in Healthcare Finance

A data-driven look at how healthcare finance leaders are responding to rising costs, reimbursement delays and regulatory pressures. Featuring insights from the Sage 2025 Service Provider Survey, conducted by HFMA, this webinar explores how automation, analytics and strategic reporting are reshaping financial planning and forecasting. Discover what’s driving technology investments, where confidence gaps exist, and how high-performing healthcare finance executives are leading transformation with smarter tools and real-time visibility. Sponsored by: Sage

Content Type: On Demand Webinar
Topic: Business Strategy
Delivery Method: Self-Study
Program Level: Basic
The Future of Patient Engagement

Healthcare organizations transitioning to value‑based care are realizing that fully engaging patients is essential for improving outcomes and achieving financial sustainability, yet many still struggle to identify effective engagement strategies. Insights from HFMA’s Thought Leadership Retreat highlight emerging approaches—including digital tools, chronic care support, and end‑of‑life engagement—while acknowledging persistent obstacles that providers must overcome to enhance patient participation.

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Content Type: Bite-Size Learning
Topic: Patient Access
Delivery Method: Self-Study
Program Level: Basic
Three Key Components for Effective Leadership Storytelling

This course will provide you with an overview of how to use storytelling as an effective and powerful leadership tool. By learning the three key components for storytelling you will gain actionable steps for gaining and enhancing your leadership skills.   

Learning Objectives

After completing this course, you will be able to:

  • Identify storytelling’s place in the leadership process.
  • Discover the transformative power and key ingredients of good storytelling.
  • Evaluate the need for effective collection and curation of stories.
  • Apply storytelling skills to motivate and lead teams. 

Course Outline

  • Identifying Transformative Power of Stories
  • Collecting and Curating Stories
  • Applying Storytelling “Right Stuff"
  • Assessment and Evaluation

CPE Information

  • CPE Award Amount: 1.0 (estimated)
  • Program Level: Basic
  • Program Prerequisites: None
  • Recommended Experience: Mid-level managers, directors or other individuals who have leadership responsibility within healthcare delivery.
  • Advanced Preparation: None
  • Instructional Delivery Method: QAS Self-Study
  • Field of Study and Topic in hours: Specialized Knowledge - 1.0 
  • CPE Sponsor: HFMA is registered with the National Association of State Boards of Accountancy (NASBA), as a Quality Assurance Service sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be submitted to the NASBA through its website: www.learningmarket.org
Content Type: Course
Topic: Leadership
Delivery Method: QAS Self Study
Program Level: Basic
CPE Hours: 1.00
Specialized Knowledge: 1.00
Three Key Leadership Strategies for Managing Labor and Productivity

This course will provide an overview of how managing labor and productivity can drive operational execution and efficiency management for leaders. By learning the three key leadership strategies for managing labor and productivity, you will gain actionable steps for leading productive teams and organizations.

Learning Objectives

After completing this course, you will be able to:

  • Identify the fundamentals of labor management. 
  • Assess leadership strategies for managing labor dollars and productivity. 
  • Apply leadership strategies for managing labor to support financial operating and strategic plans.

Course Outline

  • First Leadership Strategy: Fundamentals of Labor Management
  • Second Leadership Strategy: Managing to Productivity Targets – ​C-Suite Members and Senior Leadership Teams
  • Third Leadership Strategy: Developing Action Plans
  • Assessment and Evaluation

CPE Information

  • CPE Award Amount: 1.0 (estimated)
  • Program Level: Basic
  • Program Prerequisites: None
  • Recommended Experience: Mid-level managers, directors or other individuals who have leadership responsibility within healthcare delivery.
  • Advanced Preparation: None
  • Instructional Delivery Method: QAS Self-Study
  • Field of Study and Topic in hours: Specialized Knowledge - 1.0 
  • CPE Sponsor: HFMA is registered with the National Association of State Boards of Accountancy (NASBA), as a Quality Assurance Service sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be submitted to the NASBA through its website: www.learningmarket.org
Content Type: Course
Topic: Leadership
Delivery Method: QAS Self Study
Program Level: Basic
CPE Hours: 1.00
Specialized Knowledge: 1.00
Three Pillars for Leadership Presentation Delivery

In this course you will develop the skills needed to adapt your presentations dynamically based on audience reactions and feedback. This course emphasizes using physical presence, body language, and vocal techniques to engage audiences and establish a commanding leadership persona. Additionally, you will learn how to craft clear, concise, and persuasive messages that inspire and motivate listeners. Through practical exercises and real-world examples, you will gain the confidence to effectively connect with any audience and drive impactful communication in every presentation.

Course Outline

  • Pillar 1: Mental Agility
  • Pillar 2: Keep It Simple
  • Pillar 3: Compelling Structure

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Content Type: Bite-Size Learning
Topic: Leadership
Delivery Method: Self-Study
Program Level: Basic
Three Secrets of Influential Leadership

Healthcare finance leaders need to exert influence, drive positive change, and establish strong relationships with stakeholders. In this course, you will delve into the concept of authentic influence and its relevance in healthcare finance leadership. Through practical examples, you will explore the three secrets of influential leadership, equipping yourself with valuable tools to enhance your ability to influence stakeholders authentically.

Learning Objectives

After completing this course, you will be able to:

  • Describe authentic influence and its significance in healthcare finance leadership.
  • Explore three key strategies for becoming an influential leader. 
  • Discover brain-based strategies to establish trust and credibility as a leader.
  • Apply influential leadership strategies to common challenges in the healthcare finance industry.

Course Outline

  • Influential Leadership Basics
  • Secret 1 - Clarity
  • Secret 2 - Audience
  • Secret 3 – Plan
  • Assessment and Evaluation

CPE Information

  • CPE Award Amount: 1.0 (estimated)
  • Program Level: Basic
  • Program Prerequisites: None
  • Recommended Experience: Mid-level managers, directors or other individuals who have leadership responsibility within healthcare delivery.
  • Advanced Preparation: None
  • Instructional Delivery Method: QAS Self-Study
  • Field of Study and Topic in hours: Specialized Knowledge - 1.0 
  • CPE Sponsor: HFMA is registered with the National Association of State Boards of Accountancy (NASBA), as a Quality Assurance Service sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be submitted to the NASBA through its website: www.learningmarket.org

Released: October 2023

Content Type: Course
Topic: Leadership
Delivery Method: QAS Self Study
Program Level: Basic
CPE Hours: 1.00
Specialized Knowledge: 1.00
Turning Denial Data into Margin Improvement

Original Live Webinar Date: Tuesday, June 2, 2026, 2:00 PM – 3:00 PM CST

Too often, insurance A/R is viewed as a clean-up function; one that is constrained, restricted and constantly evolving. But when approached strategically, insurance A/R becomes a powerful lever for margin improvement. This session will show how accurate denial informatics and trending transforms insurance A/R from a reactive backlog into a structured, repeatable operating model that prevents revenue leakage before it occurs. Attendees will learn how to identify true root causes, distinguish systemic issues from one-off payer behavior and translate denial data into clear operational priorities. Sponsored by: Revco Solutions

Speakers

Christy Pehanich
Assistant Vice President, Process Improvement, Training and Quality
RWJ Barnabas Health

   

Lori Jeffreys
Revenue Cycle & Client Experience Consultant
Revco Solutions

   
Dani Rossi
Director, Hospital Specialty Billing and Denials
UMass Memorial Health
   


Learning Objectives

  • Identify the most critical denial and variance reports to watch
  • Trend denial root causes that drive repeatable and sustainable action, not just insight
  • Get best practices for ongoing data monitoring and recurrence prevention

Sponsored by:

Content Type: On Demand Webinar
Topic: Revenue Cycle
Delivery Method: Group Internet Based
Program Level: Basic
Upstream Denials: Preventing Revenue Loss Early

The surge in claim denials from payers is creating an unsustainable burden on healthcare systems, forcing them to rework and resubmit an overwhelming volume of denied claims. Already struggling with rising costs and administrative complexities, health organizations are looking for a proactive solution for denials management. Join us for an in-depth presentation as we uncover strategies to prevent claim denials at the source and streamline the revenue cycle. Original Live Webinar Date: April 24, 2025

Learning Objectives:

  • Identify common claim denial causes and address them at the source
  • Apply best practices for upstream denial mitigation using accurate documentation, coding compliance, and process optimization
  • Explore in-workflow denials management solutions that integrate seamlessly into the EHR

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Content Type: On Demand Webinar
Delivery Method: Self-Study
Value in Practice: Digital Strategies That Support Value-Based Care

Original Live Webinar Date: Wednesday, April 15, 2026, 1:00–2:00 PM (UTC-05:00 / CST)

Froedtert ThedaCare has built a disciplined, technology-enabled approach to value-based care by aligning financial strategy, population health operations, and digital innovation. In this session, Caitlin Dunn, Executive Director of Population & Digital Health, will highlight how the organization structures its CIN, scales care coordination, advances digital tools, and measures ROI across programs.

Caitlin Dunn
Executive Director of Population & Digital Health
Froedtert ThedaCare

Learning Objectives

  • Describe CIN strategy and performance network moving from MA-risk to a multi-payer VBC portfolio.
  • Share how to operate a Population Health team to drive quality improvement through care coordination, protocolized clinical guidelines, and annual pathway updates.
  • Describe the system’s approach to digitizing gap closure, deploying digital therapeutics across 33+ conditions, and operationalizing a digital formulary
  • Gain early insights into the new ACCESS model and how it will shape future population and digital health strategies.

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Content Type: On Demand Webinar
Topic: Population Health Management
Delivery Method: Self-Study
Program Level: Basic
Value in Practice: Maximizing Revenue in Value-Based Care

Date: Wednesday, August 26, 2026, 12:00 PM – 1:00 PM CST

The University of Colorado Medicine has built a unified, data-driven model to strengthen primary care performance across its value-based contracts. In this session, CU Medicine’s centralized Office of Value-Based Performance drives systemwide alignment, improves care delivery, and maximizes revenue opportunities.

The presenters will walk through CU Medicine’s matrixed population health structure, the collaborative model used across system and clinic-based primary care, and the centralized resources that support contract performance. They will highlight key revenue drivers, lessons learned, and practical strategies attendees can apply within their own organizations. Notable outcomes of this work, include achieving shared savings across all value-based models , increasing annual wellness visits and launching an initiative to quantify the value of FTEs—a structured approach to calculating how individual roles contribute to success in value-based care.

Speaker

Abigail M. Heitman, MsPH, MBA, MHA
Manager, Population Health
University of Colorado Medicine
   


Learning Objectives

  • Understand how a centralized value-based performance structure can improve primary care revenue and contract outcomes.
  • Identify key operational strategies that drive shared savings across value-based models.
  • Learn how to quantify the contribution of FTEs to value-based care success and apply a similar framework within your organization.

CPE Information

  • CPE Award Amount: 1.0 (60-minute segment)
  • Program Level: Basic
  • Program Prerequisite: None
  • Advanced Preparation: None
  • Delivery Method: Group Internet Based
  • Topic: TBD
  • Field of Study: Specialized Knowledge

CPE Sponsor- Healthcare Financial Management Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

In order to receive CPE credit for this session, you must participate in 50 minutes of the presentation for this one hour program. You must also respond to the 4 polling questions that
will appear during the session and complete the online evaluation within 2 business days after the webinar.

For more information regarding refund policies, as well as any program concerns, please contact our offices at 800.252.4362 or, inquiry@hfma.org.

Content Type: Live Webinar
Delivery Method: Group Internet Based
Program Level: Basic
CPE Hours: 1.00
Specialized Knowledge: 1.00
Value in Practice: Navigating the TEAM Model

Original Live Webinar Date: Wednesday, April 29, 2026, 1:00–2:00 PM CST

CMMI's mandatory Transforming Episode Accountability Model (TEAM) is bringing a new level of accountability and coordination expectations to hospitals treating Medicare beneficiaries undergoing select surgical procedures. Designed to reduce fragmentation and improve outcomes across the surgical episode, TEAM shifts hospitals into a risk-bearing environment where they are responsible for total costs and quality performance. This webinar will help participating and affected organizations understand what the model demands, and how to optimize performance. Break down the core design of TEAM—episode-based target pricing, two-sided financial risk, included surgical procedures, and quality scoring—and focus on the operational steps to prioritize

Content Type: On Demand Webinar
Topic: Payment Models
Delivery Method: Self-Study
Program Level: Basic
Value in Practice: Scaling Depression Screening at Northwell

Original Live Webinar Date: Wednesday, May 6, 2026, 1:00–2:00 PM CST

Building on our June 2025 HFMA session, this webinar focuses on the change management mechanics that enabled Northwell to scale depression screening from a specialty pilot to enterprise adoption. We will share a practical, repeatable framework and the tools used to drive uptake across diverse ambulatory practices, executive sponsorship alignment, stakeholder and resistance mapping, targeted communications, role-based training, workflow burden reduction, and measurement-driven reinforcement through dashboards and iterative feedback loops. Attendees will leave with a “pilot-to-enterprise” playbook that can be applied to other ambulatory population health initiatives that require sustained behavior change at scale.

Speaker

Ramsey Abdallah, DHA, MBA, FACHE, PMP, CMQ/OE, CPAQ, CPPS, FACHDM
Assistant Vice President, Operations
Northwell Health

Learning Objectives

  • Translate pilot success into an enterprise rollout plan using a structured change management framework and staged implementation approach.
  • Apply stakeholder and resistance mapping techniques to reduce implementation friction, protect front-line capacity, and accelerate adoption.
  • Build a measurement system that sustains adoption by pairing leading indicators (adoption/process) with lagging indicators (outcomes/financial impact).

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Content Type: On Demand Webinar
Topic: Population Health Management
Delivery Method: Self-Study
Program Level: Basic
Why DOGEs Firing Fiascos Can Create Trickle-Down Distrust

Why DOGE’s Firing Fiascos Can Create Trickle-Down Distrust draws on leadership principles created by Jill Geisler, focusing on how leaders’ actions during difficult moments shape workplace trust, morale, and culture. This bite-size course explores the consequences of poor communication, rushed decision-making, and lack of empathy during layoffs, while highlighting strategies for leading change with transparency, accountability, and emotional intelligence.

 
 
Content Type: Bite-Size Learning
Topic: Leadership
Delivery Method: Self-Study
Program Level: Basic