Webinar Series - Critical Financial Knowledge: Annual Federal and Financial Lifecycle
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Webinar Series - Critical Financial Knowledge: Annual Federal and Financial Lifecycle Export to Your Calendar

1/29/2020 to 10/28/2020

When: January 29th, July 29th, August 26th, & October 28th 2020
Registration Team

Phone: 206-783-3004

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This webinar series provides an overview and in-depth view of the key components of the Community Health Center financial management cycle. The four webinars highlight best practices as the financial management year progresses. Topics follow the financial year to inform CHC financial managers and teams how to strategize an effective financial cycle.

Sponsored by:

In collaboration with:


Webinar #1: Get to Know the Financial Requirements: Tips & Tricks
Wednesday, January 29, 2020   2-3 PM PST

Our presenters will provide an overview of the key components of the financial management cycle for Community Health Centers. We will discuss financial statements, health center grant reporting and internal controls and procedures as part of the annual financial management cycle.

Learning Objectives:

1. Understand financial statements and the financial management cycle of a CHC.

2. Map the annual cycle for Community Health Center grant compliance.

3. Document and perform an internal control cycle that is consistent with best practices.


Webinar # 2: Attributes of Better Performing Billing Departments - NEW DATE AND CONTENT!
Wednesday, July 29, 2020   2-3 PM PST

Our presenters will discuss best practices of an effective revenue cycle for Community Health Centers. They will provide a blueprint for how this cycle can ultimately increase collections per patient encounter, maintain accurate receivables, and efficiently utilize the organization’s providers.

Learning Objectives:

  1. Ensure that revenue cycle policies and procedures are consistent with best practice and being performed effectively by CHC team members.
  2. Obtain the ability to identify weaknesses in revenue cycle internal control and how to correct.
  3. Establish benchmarks and goals for cycle production in order to effectively meet cost demands. 

Webinar #3: Internal Revenue & Reporting: Presenting to Your Board & Key Performance - NEW DATE!
Wednesday, August 26, 2020   2-3 PM PST

Our presenters will explore various methods to present organizational financial trends and dynamics. We will show examples that present financials in chart, graph, and benchmarking formats that prompt greater understanding of key issues and promote a more strategic discussion of past results and trends.

Learning Objectives:

  1. Understand why financial statement format reports do not meet the needs of many board members and can undermine productive discussion.
  2. Learn alternative methods to present financial information in a more graphical format.
  3. See how to present financials in a mode that promotes understanding of the most important dynamics that lead to strategic discussion among board members.


Webinar # 4: Annual Audit Preparation: The Audit Before the Audit
Wednesday, October 28, 2020   2-3 PM PST

Our presenters will guide you through an outline of how Community Health Centers can set themselves up for success with their annual financial statement audit. We will discuss proactive communication methods that can be used leading up to the audit and how to make the process as efficient as possible from fieldwork to finish. 

Learning Objectives:

  1. Obtain a general understanding of audit timeline and what to expect before/after fieldwork.
  2. Establish an outline of when organizational schedules and source documents should be readily available for auditors.
  3. Knowledge of how to get the most out of your auditors – What questions should we be asking?
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January 29, 2020 -  Get to Know the Financial Requirements: Tips & Tricks

July 29, 2020 - Attributes of Better Performing Billing Departments

August 29, 2020Internal Revenue & Reporting: Presenting to Your Board & Key Performance 

October 28, 2020Annual Audit Preparation: The Audit Before the Audit

Each webinar begins at 2:00pm PST for a duration of 1 hour.



Ray Jorgensen, CPC

Co-Founder, PMG, Inc.

Ray Jorgensen, CPC is a Co-Founder of PMG, Inc., the nation's leader in revenue cycle management, training & consulting services for FQHCs. While still at the helm of PMG, Ray has started a new endeavor as the CEO and Co-Founder of RevenueHealth Systems, offering billing data analytics solutions to medical billing companies. Early on in his career, Ray worked at Blue Cross & Blue Shield of Massachussetts and United HealthCare in hospital claims, customer services, provider relations, and contracting.


Ray has become a nationally prominent speaker whose motivational style and unique perspective afford audiences unusual and thought-provoking insight around healthcare financial issues. Having personally trained thousands of providers and financial/billing professionals in all 50 states on coding, billing, and reimbursement, he has also authored several books and dozens of articles.



Brian Newton, CPA
Partner & Shareholder, Jones & Roth CPAs & Business Advisors

Brian Newton leads the firm’s Federally Qualified Health Center (FQHC) and Behavioral Health teams. He is also a key member of the Healthcare and Nonprofit teams. Brian works with physician-owned healthcare practices and nonprofit healthcare organizations providing practice management, advisory services, and tax & accounting services. He holds expert knowledge in all areas of accounting and has honed specific skills related to FQHC & Nonprofit audits, as well as Comprehensive Medical Practice Analysis.

He is also a member of the firm’s Assurance Services Department management team and his experience includes supervision of audits and reviews of various commercial, nonprofit/charitable organizations, and partnerships. In addition, Brian has extensive tax experience, managing an individual and small business tax practice.


Online webinars. Registrants will be sent a confirmation e-mail with a link to login to the webinars.

Continuing Education

In support of helping health center staff, clinicians and behavioral health providers pursue professional development, NWRPCA trainings are a consistent source of continuing education units (CEU).

  • Instructional Delivery Methods: Group Internet Based
  • Recommended CPE Credit & Recommended Field of Study: 1.0 CPE credits per webinar; 4.0 CPE credits for the entire 4-part webinar series in Business Management Organization field of study
  • Prerequisites: None
  • Program Level: Basic
  • Advance Preparation: None 


CEU certificates are accessed online. Conference attendees will be sent an email after the conference with instructions on how to process your CEU online. You will be responsible for completing the process online and printing your certificate.




All attendees who wish to receive CPE credits for this training must log in to the webinars from individual accounts to confirm attendance. Please contact the Registration Team at registration@nwrpca.org to receive webinar log-in information for each of your team members.


If you indicated interest in registering additional attendees, you will receive an email from the Registration Team after your registration is submitted. If you have any questions about the event, please contact the registration team at 206-519-5061 or email registration@nwrpca.org.

Webinar Fees


Entire 4-Part Series: $200 per CHC
(an unlimited number of team members may participate in the webinar per CHC)

Register Now »



Cancellation requests must be submitted in writing (email is fine). If you cancel your registration at least two weeks before the first scheduled webinar, you will be refunded the full cost of your purchase. If you decide to cancel after any webinars have occurred, you will be refunded the cost of all remaining webinars in the series. All refunds are subject to a 10% cancellation fee.




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