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

1/29/2020 to 10/28/2020

When: January 29th, April 29th, July 29th & October 28th 2020
Contact:
Registration Team

Phone: 206-783-3004

Registration Information
Online registration is available until: 1/29/2020
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Overview

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   2-3:30 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: Revenue Cycle Management: Improvement & Cost
Wednesday, April 29, 2020   2-3:30 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
Wednesday, July 29, 2020   2-3:30 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   2-3:30 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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Schedule

 

January 29, 2020 -  Get to Know the Financial Requirements: Tips & Tricks

April 29, 2020Revenue Cycle Management: Improvement & Cost 

July 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.


Speakers

Brian Newton, CPA 

Partner & Shareholder, Jones & Roth CPAs & Business Advisors

Brian Newton, CPA is a Shareholder and leader of the firm's Federally Qualified Health Center (FQHC), Healthcare, and Nonprofit Teams. He works with physician-owned healthcare practices and nonprofit healthcare organizations providing practice management, advisory services, and tax and accounting services. Brian 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. Brian has been with Jones & Roth since 2006.

 

 

 

Tevin Preston, CPA 

Manager, Jones & Roth CPAs & Business Advisors 

Tevin Preston, CPA is a Manager and a member of the firm’s Healthcare, Nonprofit, and FQHC Teams. He joined Jones & Roth in 2014 and specializes in nonprofit audit and tax preparation. Tevin performs assurance services for nonprofit entities and provides guidance throughout the year on operations, new regulations, and any other matters that warrant concern. Tevin graduated from the University of Oregon with a Bachelor’s of Science in Accounting and a Minor in Economics.


Location

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.

 

IMPORTANT INFORMATION REGARDING CPE CREDITS:

 

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)


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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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