CFO Boot Camp: Data-Driven Decision Making

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Westerre Conference Center

3831 Westerre Parkway

Henrico, VA 23233

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This two-day, classroom-style interactive learning opportunity will provide financial officers, finance directors and controllers as well as CEOs, executive directors (ED) and health centers’ board members with an opportunity for in-depth learning about key sets of financial data and the use of that data to assist in key decision making. This course is designed as an evolving case study to assist Virginia community health centers’ financial leaders in helping their CEOs, EDs and boards of directors make informed decisions that affect each organization’s future.

Breakfast and lunch will be provided each day.

November 8

8 a.m.Bringing the Numbers to Life

10 a.m.The Current Environment: Why Financial Decision Making Is More Important than Ever

12:45 p.m.Using Budgeting as a Tool

3 p.m.Budgeting Case Study

November 9

8 a.m.Understanding Key Performance Indicators (KPI) and Financial Reporting in the Community Health Center Industry

10:15 a.m.Forecasting and Strategic Planning

1 p.m.Walking Through the Forecasting Tool

Seating is limited; please register by Wednesday, November 1.

The Presenters

Scott Gold, Partner, BKD
David Fields, Partner, BKD

Learning Objectives

Upon completion of this seminar, participants will be able to:

  • Discuss the current health care economic environment and challenges faced by community health centers (CHC)
  • Recognize and be familiar with the process for making the key financial decisions that face CHCs
  • Describe required financial data sets that are needed for analysis
  • Analyze and report key financial data to decision makers
  • Identify a framework for due diligence in decision making


Financial officers, finance directors and controllers

CPE Information

CPE Credit: Up to 16 CPE credits in the Specialized Knowledge field of study may be awarded upon verification of participant attendance.

Learning Level: Basic

Delivery Method: Live event

Prerequisites: None

Advance Preparation: Experience or knowledge level comparable to that of CFOs, finance directors and controllers

Refunds and Cancellations: No fee is associated with this program. To cancel your registration, follow the instructions provided by Eventbrite.

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Westerre Conference Center

3831 Westerre Parkway

Henrico, VA 23233

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