Finance Management Bootcamp
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 Export to Your Calendar 6/19/2018 to 6/20/2018
When: Tuesday and Wednesday, June 19-20, 2018
8:00 AM - 5:00 PM both days
Where: Seattle, WA
Contact: Registration
(206) 783-3004

Online registration is available until: 6/19/2018
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The Finance Management Bootcamp two-day training is designed for people relatively new to the FQHC industry and would like to become familiar with all the terms, issues, and regulations facing FQHCs. The objectives of this session will be geared toward educating new CFOs and other finance/business office personnel of FQHCs with all the topics and relevant issues they will need to know.


Attending this training will enable participants to:

  • Understand all aspects of PPS reimbursement from both a state and federal perspective.
  • Obtain an understanding of the revenue cycle and billing of an FQHC.
  • Gain knowledge of complying with the Sliding Scale Fee discount and the HRSA PIN.
  • Learn an overview of what it takes to be a CFO at a FQHC and the annual reporting requirements.
  • Understand how to prepare and interpret the clinic’s monthly financial statements.
  • Develop key financial indicators required for financial reporting.
  • Understand the intricacies of drawing down on the 330 grant and quarterly/annual FFR reporting.
  • Acquire knowledge on reports – UDS, PPS Reconciliations, Medicare Cost reports, etc for an FQHC.
  • Learn the Section 330 requirements and governance to maintain compliance in their organization.
  • Increase their knowledge about 340B and the proper financial reporting.
  • Meet a panel of FQHC experts and ask them questions.


CPEs are available for this training.


This training is brought to you in partnership with Wipfli LLP.


Wipfli LLP logo


Agenda Highlights


Tuesday, June 19 | 8:00 - 5:00 PM

8:00 – 9:30 AM


Health Center CFO Core Competencies

Overview of CFO FQHC Responsibilities

9:30 – 10:45 AM

Finance PINS To Know and Understand: Sliding Fee Scale, Accounting, and Budgeting

Annual Financial Audit and Single Audit

340B Reporting

10:45 – 11:00 AM


11:00 – 12:30 PM

Annual Reporting for Medicare

Data Gathering and Analytical Processes

Medicare Cost Reports

Medicare PPS Overview

Medicare 519 Billing

12:30 – 1:30 PM

Lunch Break

1:30 – 3:30 PM

Medicaid Rate Setting and Rebasing

MediCaid PPS Overview

Strategic Considerations

MediCaid Reconciliation Reports

3:30 – 3:45 PM


3:45 – 5:00 PM

Annual Reporting for UDS

Gathering Data

Reporting Data


Wednesday, June 20 | 8:00 - 5:00 PM

8:00 – 9:30 AM

Billing Overview for FQHCs

9:30 – 10:30 AM

Enrollment of New Sites

  • Licensing Types and Process
  • Affiliate, Consolidated, and Intermittent Definitions
  • Medicare and State Application Requirements for Each Type

10:30 – 10:45 AM


10:45 – 12:30 PM

Grants Acquisition and Management

Preparing and Writing the SAC, NAP, or Continuation Awards

Reports Required after Grant Awarded

12:30 – 1:30 PM

Lunch Break

1:30 – 3:00 PM

HRSA Program Requirements

  • Overview of the Compliance Manual – Focused on Finance
  • On-Site Visit Tips

3:00 – 3:15 PM


3:15 – 4:00 PM

Strategies for Growth

4:00 – 5:00 PM

Panel Discussion and Q & A




Steven Rousso

Partner, Wipfli LLP


Mr. Rousso has over 27 years of experience in the health care industry, including nine years working with Big Five consulting firms. He is a co-founder of HFS Consultants.


Mr. Rousso has assisted hospitals and clinics in reimbursement issues, new program development, feasibility studies, HPSA designations, licensing and certification including rural health clinics, primary care clinics, FQHC's, new starts and has acted as a chief financial officer for a group of six primary care clinics. He also acts as a consultant to both CHA and CPCA regarding licensing and reimbursement issues.


A featured speaker for the California Healthcare Association, Mr. Rousso has also addressed the Association of Healthcare Districts, Hospital Council, and California Association of Primary Care Clinics on a variety of health care issues and has published numerous articles on the health care industry.


Mr. Rousso received a B.S. in Health Services Administration and an MPA in Health Services Administration from the University of Arizona, and also has an MBA in Health Care Management from Golden Gate University. He is also a licensed nursing home administrator in California.




Coming soon!


Training Fees


All fees are per person:


Standard Training Fee: $650


NWRPCA Member: $500


Group Discount: Register a group of 10 or more people from your CHC and receive 10% off your group's registration! Use the code 2018FinanceBootcampGroup at checkout to secure your discount. 


The deadline for cancellations is June 5, 2018 and must be in writing (email is fine). Tuition will be refunded less a $30.00 processing fee. Cancellations made after June 5, 2018 are not refundable.




Sadie Agurkis, Education and Training Manager at NWRPCA


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