Developing a Strategic and Operational Planning Retreat

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A Short guide to
National HFMA
Session Facilitator
Gordon Johnson, FHFMA
Past President, So Cal Chapter
Learning Objectives
At the end of this session, you will be able to:
 Explain HFMA’s organizational structure including
HFMA’s strategic direction and goals
 Recognize how HFMA’s chapter and regional structure
supports the overall strategic direction
 Locate the tools and resources that support your
leadership role
 Review HFMA’s alphabet soup of acronyms
Are There Other Things
You Want to Learn Today?
HFMA
 Vision: Indispensable resource for healthcare finance
 Purpose: Helping members and others improve
business performance
 Strategies:
 Industry Impact
 Unique, Pragmatic Value
 System of Service
HFMA Key Goals
• HFMA will provide transformational services that enable
organizations to deliver better, safer, lower-cost care.
• HFMA will be recognized as the leader for effective
industry collaborations and conversations among
healthcare financial executives and between these
leaders and other stakeholders.
• HFMA will cultivate empowered and motivated staff and
volunteers who are bold in the pursuit of excellence and
agile and flexible in adapting to a changing
environment.
HFMA Demographics
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38,000+ members
Average Years in Healthcare – 21
Certified Members – 8.3%
Providers – 61.3%
21.4%
37.6%
Job Level
40.9%
Executive
Management
Professional
Thought Leadership
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Healthcare Reform
HFMA’s MAP: Revenue Cycle KPIs
Value Project
Patient Friendly Billing
HFMA Strategies

Industry Impact – Foster effective transformation by establishing principles,
strategies, & standards that advance ability to provide low-cost, high-quality care.
HFMA will be visible to & recognized by industry leaders & public policy makers as
an expert source for financial thought leadership.

Unique, Pragmatic Value – Execute a successful business model for delivering
evidence-based solutions that drive better, safer, lower-cost care, consistent with
efforts fostering organizational transformation.

System of Service – Deliver HFMA value, including thought leadership, to
healthcare organizations and professionals through a structure that aligns the
collective channels and systems – including chapters, regions, committees, &
boards.
HFMA
Organization
Structure
Members
Board of
Directors
Audit & Finance
Committee
Healthcare
Leadership
Council
Strategic
Planning
Committee
Board of
Examiners
National
Advisory
Council
Executive
Council
Payment &
Reimbursement
Council
PFS / Revenue
Cycle Council
Executive
Committee
Principles &
Practices Board
Regional
Executive
Council
National Board Officers F2012-13
Ralph Lawson
Chair
Steve Rose
Chair-Elect
Kari Cornicelli
Secretary/Treasurer
Regional Executive Council (REC)
 REC Chair & Vice Chair – HFMA Board Members
 11 Regional Executives
 Purpose
 Primary volunteer & policy link
 Assist chapter leaders in serving members
 Foster dialogue & effective communications
 Represent needs & interests of chapter leaders to
National Board & management
 Encourage chapter collaboration
REC (cont’d)
 Regional Executive (RE)
 Regional Executive-Elect (RE-E)
 Regional Executive-Elect-Elect (REE-E)
 Oversight for
 DCMS (Davis Chapter Management System)
 CBSC (Chapter Balanced Scorecard)
 Regional Operating Agreements (ROA)
 Financing Regional Activities
REC Meetings
 3 face-to-face Council Meetings
 ANI – meet with National Officers
 November – meet with National Board
 LTC – meet with National Officers
 5-6 conference calls
Chapters
The Heart and Soul of HFMA
 Automatic membership in one of 68 chapters upon
joining HFMA
 Get updates on local issues
 Participate in local education programs
 Guidance and support
 Leadership opportunities
What About Me?
 Founders Merit Award Program
 Chapter Life Membership
 Frederick C. Morgan Individual Achievement
Award
http://www.hfma.org/Chapter-Leaders/Individual-Recognitions/
Founders Merit Award Program
“Recognizing the Volunteer in You”
 Bronze
 Silver
 Gold
 Medal of Honor
Frederick C. Morgan Individual
Achievement Award
2011 Recipient
Robert D. Miller, FHFMA, Central Ohio Chapter
24/7 Resources
 Planning Calendar and Resource Guide
http://www.hfma.org/Chapter-Leaders/PlanningCalendar-and-Resource-Guide/
 Chapter Leaders Portion of HFMA Website
 Toolkits
 Reports
 Notes from National
 Chapter Leaders Webinar Center
http://www.hfma.org/Chapter-Leaders/
Helpful Tips
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Bookmark key Chapter Leader pages
Utilize Outlook folders
HFMA Chapter Relations aka chapter@hfma.org
Ensure that chapter@hfma.org is “whitelisted “
Consider a G-mail or Yahoo e-mail account
Check out FAQs
Clear your cookies
2012-13 Planning Calendar
and Resource Guide
http://www.hfma.org/Chapter-Leaders/
http://www.hfma.org/Chapter-Leaders/Chapter-Leader-Resources/
http://www.hfma.org/Chapter-Leaders/Planning-Your-LeadershipYear/Toolkits/President-and-President-elect/Frequently-Asked-Questions/
http://www.hfma.org/Chapter-Leaders/ChapterReports-and-Reporting-Tools/
Search Tool
Q&A
Resources
 Your Regional Executive and RE-elect
 Past Presidents
 Chapter Advancement Team members
http://www.hfma.org/Chapter-Leaders/CATs/
 Chapter Leaders Website
http://www.hfma.org/Chapter-Leaders/
 Chapter Relations Team
chapter@hfma.org
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