Day 1: Sunday, April 18, 2010

WSU3
10:30 a.m. - 1:00 p.m. (lunch included)
Treasurers:  Introduction to the Chapter Treasurer's Job

 

The chapter treasurer interacts with nearly every area of chapter operations and has an impact on educational programming, membership, and strategic planning. This session outlines the various responsibilities of the treasurer and will provide you with background on chapter not-for-profit accounting, financial reporting, financial policies, chapter QuickBooks® Online accounting software, federal tax reporting, internal controls, and management oversight. You will also learn about the recent updates to the Federal IRS Form 990 and its focus on governance policies for non-profit organizations. Please note that lunch will be included for all session attendees.

At the end of this session you will be able to:

  • Identify financial reporting requirements for your chapter including budgeting, record keeping, and federal and state tax reporting.
  • Execute an action plan to complete your chapter's annual financial reporting requirements.
  • Maintain key internal financial control requirements to protect your chapter's financial position.
  • Understand the three governance policies required under the Federal IRS Form 990: Conflict of Interest, Whistleblower, and Document Retention and Destruction.

Who Should Attend

2010-2011 chapter treasurers and other key chapter leaders involved in your chapter's fiscal management.

WSU5
1:15 p.m. - 3:00 p.m.
Treasurers:  Using QuickBooks® Online to Manage Your Chapter's Finances (Repeat session on Monday Morning) (Limited seating available)

 

This hands-on session will take you through the chapter QuickBooks Online accounting software and how it should be used to record your chapter's accounting transactions, build and maintain financial statements, improve your chapter's budgeting process, and capture your Federal IRS Form 990 annual tax reporting requirements.

At the end of this session, you will be able to:

  • Understand the benefits and advantages of using the QuickBooks Online to maintain your chapter's financial records and financial statements.
  • Use QuickBooks Online to reduce the administrative burden associated with financial record keeping (invoicing, bill payments, bank account reconciliations, etc,) financial reviews, and Federal IRS Form 990 tax reporting requirements.
  • Generate financial trial balances, balance sheets and operating statements for chapter leaders using QuickBooks Online. You will also understand how to facilitate financial monitoring and prepare a budget.

Who Should Attend

2010-2011 chapter treasurers.

 

WSGS1
3:30 p.m.- 5:15 p.m.
Sunday Opening General Session:  TBD

Who Should Attend

All LTC Attendees.

 

WSU11
5:15 p.m. - 6:15 p.m.
LTC/NAC Networking Reception

Who Should Attend

All LTC Attendees.

 

Day 2: Monday, April 19, 2010

WMOA
7:00 a.m. - 8:00 a.m.
Early Bird Session:  2010-2011 Chapter Balanced Score Card (CBSC) Review

 

Whether you need a refresher on the Chapter Balanced Scorecard or you're reviewing it for the first time this early bird session is for you! Join us for an in-depth look at the 2010-2011 Chapter Balanced Scorecard (CBSC) including a review of each of the CBSC elements and their corresponding goals and weights. Learn how CBSC metrics are determined and measured, discover the importance of the Threshold Performance Level (TPL) and the benefits of Chapter Advancement Plans.

At the end of this session, you will be able to:

  • Understand the changes to the Chapter Balanced Scorecard for the 2010-2011 chapter year.
  • Incorporate the CBSC elements into your chapter's strategic planning process.

Who Should Attend

Anyone wanting in-depth knowledge about the Chapter Balanced Scorecard.

 

WMO6
9:00 a.m. - 11:15 a.m.
Treasurers:  Using QuickBooks® Online to Manage Your Chapter's Finances (Repeat of Sunday afternoon session) (Limited seating available)

This hands-on session will take you through the chapter QuickBooks Online accounting software and how it should be used to record your chapter's accounting transactions, build and maintain financial statements, improve your chapter's budgeting process, and capture your Federal IRS Form 990 annual tax reporting requirements.

At the end of this session, you will be able to:

  • Understand the benefits and advantages of using the QuickBooks Online to maintain your chapter's financial records and financial statements.
  • Use QuickBooks Online to reduce the administrative burden associated with financial record keeping (invoicing, bill payments, bank account reconciliations, etc,) financial reviews, and Federal IRS Form 990 tax reporting requirements.
  • Generate financial trial balances, balance sheets and operating statements for chapter leaders using QuickBooks Online. You will also understand how to facilitate financial monitoring and prepare a budget.

Who Should Attend

2010-2011 chapter treasurers.

 

WMO12
12:45 p.m. - 2:15 p.m.


Treasurers:  Chapter Treasurers' Roundtable

Join us for a discussion of some of the many resources HFMA provides to chapter treasurers and share useful tips and common concerns relative to the treasurer's role. You will also have an opportunity to revisit questions you may have concerning chapter treasurer responsibilities and chapter QuickBooks® Online accounting software.

At the end of this session, you will be able to:

  • Use online resources and tools available to chapter treasurers.
  • Assemble a list of resources for addressing common chapter financial issues.
  • Identify and address common concerns and issues relating to effective chapter financial management.
  • Apply successful practices to your chapter's financial management.

Who Should Attend

2010-2011 chapter treasurers and other key chapter leaders involved with responsibilities of the chapter's financial management.

Day 3: Tuesday, April 20, 2010

WTGS1
10:30 a.m. - 11:30 p.m.
General Session: Preparing for Healthcare Reform

 

The final version of healthcare reform remains to be written, but it is certain that change - from both public and private payers - is coming.  To survive in a reformed environment, providers need to make significant changes to all aspects of their operations, starting now.  Given the uncertainty surrounding reform, however, the challenge for providers and payers is determining what actions to take. 

Join HFMA President and CEO Richard L. Clarke as he leads a discussion with our panel of industry experts on the strategies and tactics their organizations are using to position themselves for post-reform success.

Key topics to be discussed will include:

  • Working with clinicians to improve quality while reducing cost
  • Improving physician/hospital integration and alignment
  • Developing opportunities for providers to collaborate with payers

At the end of this session, you will be able to:

  • Identify the competencies organizations need to prepare for healthcare reform.
  • Evaluate strategic responses to anticipated reforms.
  • Integrate healthcare reform into your chapter's educational programming and strategic planning.

Who Should Attend

All LTC Attendees.

If you have questions or need assistance, please contact Chapter Relations at (800) 252-4362 or e-mail chapter@hfma.org.

Publication Date: Friday, December 30, 2011