Expert Presentations

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Over fifty presentations to hundreds of hospital chiefs of staff, physicians and board members. Topics covered include:

  • Hospital finance for physician leaders
  • Physician impact on profitability
  • The effect of practice variability on profitability
  • Physician integration
  • Aligning physician and hospital incentives
  • The effect of Medicare Value Based Purchasing on hospital revenues
  • Profitability per unit of service
  • The effect of medical quality on profitability
  • Healthcare economic trends
  • Peer group benchmarking
  • Understanding financial reports
  • Key performance indicators


  • The Correlation Between Financial and Clinical Risk. Crittenden Medical Insurance Conference. San Diego, California. April 9, 2018.
  • Finance for Physician Leaders: Impacting the Bottom Line. Chief of Staff Bootcamp. The Institute for Medical Leadership. Santa Monica, California. January 27, 2018.
  • Finance for Physician Leaders: Understanding New Payment Models. Chief of Staff Bootcamp. The Institute for Medical Leadership. Santa Monica, California. January 27, 2018.
  • Business Fundamentals: Financial Statements, Business Plans, and Project Management. Applied Physician Leadership Academy. Reading Health System. West Reading, Pennsylvania. March 28, 2017.
  • Finance for Physician Leaders: Understanding New Payment Models. Chief of Staff Bootcamp. The Institute for Medical Leadership. Santa Monica, California. January 28, 2017.
  • Finance for Physician Leaders: Impacting the Bottom Line. Chief of Staff Bootcamp. The Institute for Medical Leadership. Santa Monica, California. January 28, 2017.
  • Business Fundamentals: Financial Statements, Business Plans, and Project Management. Applied Physician Leadership Academy. Reading Health System. West Reading, Pennsylvania. January 24, 2017.
  • Finance for Physician Leaders: Impacting the Bottom Line. Chief of Staff Bootcamp. The Institute for Medical Leadership. Santa Monica, California. January 23, 2016.
  • Healthcare Finance 101 and Healthcare Finance 201. VHA Georgia 2016 MEC Institute, Physician Leadership Conference. Atlanta, Georgia. January 15, 2016.
  • Strategic Choices: Integrating Physician Practices and Hospitals. Chief of Staff Bootcamp. The Institute for Medical Leadership. New Orleans, Louisiana. February 28, 2015.
  • Healthcare Finance for Physicians. Chief of Staff Bootcamp. The Institute for Medical Leadership. New Orleans, Louisiana. February 28, 2015.
  • Strategic Choices: Integrating Physician Practices and Hospitals. Chief of Staff Bootcamp. The Institute for Medical Leadership. Santa Monica, California. January 24, 2015.
  • Healthcare Finance for Physicians. Chief of Staff Bootcamp. The Institute for Medical Leadership. Santa Monica, California. January 24, 2015.
  • Healthcare Finance for Physicians. Physician Leadership Series. Palomar Health, San Diego, California. June 24, 2014.
  • Financial Skills -The Physician’s Impact on the Bottom Line. California Medical Association, Western Healthcare Leadership Academy, San Diego, California. April 11-13, 2014.
  • Hospital Finance for Physician Leaders: An Introduction to Hospital Finance. Physician Leadership Program. Yakima Valley Memorial Hospital, Yakima, Washington. October 20, 2012.
  • Hospital Finance for Physician Leadership: Physician Impact on the Bottom Line. Physician Leadership Program. Yakima Valley Memorial Hospital, Yakima, Washington. October 20, 2012.
  • Hospital Finance for Physician Leaders: An Introduction to Hospital Finance. Physician Leadership Institute. South Georgia Medical Center, Valdosta, Georgia. May 11, 2012.
  • Hospital Finance for Physician Leadership: Physician Impact on the Bottom Line. Physician Leadership Institute. South Georgia Medical Center, Valdosta, Georgia. May 11, 2012.
  • Hospital Finance for Physician Leadership: Physician Impact on the Bottom Line. Physician Leadership Program, Aria Health, Philadelphia, Pennsylvania. April 12, 2012
  • Hospital Finance for Physician Leadership: Physician Impact on the Bottom Line. Chief of Staff Bootcamp. The Institute for Medical Leadership. Marina del Rey, California. February 24-26, 2012.
  • Hospital Finance for Physician Leadership: Physician Impact on the Bottom Line. Chief of Staff Bootcamp. The Institute for Medical Leadership. Las Vegas, Nevada. December 9-11, 2011.
  • Physician Impact On The Bottom Line. Long Beach Community Hospital. Long Beach, California. May 11, 2010.
  • Aligning Physician And Hospital Incentives: Challenges And Opportunities. VHA Georgia, Physician Leadership Conference. Atlanta, Georgia. May 6-7, 2011.
  • Healthcare Trends: The Outlook For 2011 And Beyond. VHA Georgia, Physician Leadership Conference. Atlanta, Georgia. May 6-7, 2011.
  • Physician Impact On The Bottom Line. VHA Georgia, Physician Leadership Conference. Atlanta, Georgia. May 6-7, 2011.
  • Physician Impact On The Bottom Line. State University of New York, Kaleida Health. Buffalo, New York. April 30, 2011.
  • Hospital Finance for Physician Leadership. State University of New York, Kaleida Health. Buffalo, New York. April 30, 2011.
  • Hospital Finance for Physician Leadership. Chief of Staff Bootcamp. The Institute for Medical Leadership. Orlando, Florida. February 5, 2011.
  • Physician Impact On The Bottom Line. Chief of Staff Bootcamp. The Institute for Medical Leadership. Orlando, Florida. February 5, 2011.
  • Using Medical Quality To Improve Hospital Financial Performance. Grand Rounds. Providence Hospital, Washington D.C. January 6, 2011.
  • Physician Impact On The Bottom Line. Chief of Staff Bootcamp. The Institute for Medical Leadership. Marina del Rey, California. December 10, 2010.
  • Hospital Finance for Physician Leadership. Chief of Staff Bootcamp. The Institute for Medical Leadership. Marina del Rey, California. December 10, 2010.
  • Healthcare Finance For Life Science Companies: The Impact of Economic Trends and Healthcare Reform. BIOCOM. San Diego, California. September 14, 2010.
  • Healthcare Reform: How It Impacts You. Swedish American Chambers of Commerce. San Diego, California. September 9, 2010.
  • Hospital Finance For Physicians: Economic Trends, Healthcare Reform, and Physician Impact. The Institute for Medical Leadership. Northeast Georgia Health System. Gainesville, Georgia. July 16, 2010.
  • Hospital Finance For Physician Leaders: The Basics. The Institute for Medical Leadership. Northeast Georgia Health System. Gainesville, Georgia. July 16, 2010.
  • Healthcare Reform: How It Impacts You. Women In Technology International. San Diego, California. June 25, 2010.
  • Hospital Finance And The Impact of Physician Practice. Marina Del Rey Hospital. Los Angeles, California. June 15, 2010.
  • Hospital Finance for Physician Leadership. Chief of Staff Bootcamp. The Institute for Medical Leadership. Orlando, Florida. February 6, 2010.
  • Physician Impact On The Bottom Line. Chief of Staff Bootcamp. The Institute for Medical Leadership. Orlando, Florida. February 6, 2010.
  • Physician Impact On The Bottom Line. Chief of Staff Bootcamp. The Institute for Medical Leadership. Las Vegas, Nevada. December 6, 2009.
  • Hospital Finance for Physician Leadership. Chief of Staff Bootcamp. The Institute for Medical Leadership. Las Vegas, Nevada December 6, 2009.
  • Hospital Finance For Leadership. The Institute for Medical Leadership. Northeast Georgia Health System. Gainesville, Georgia. November 13, 2009.
  • Doing What Matters In Healthcare Finance. Healthcare Financial Management Association. San Diego, California. April 23, 2009.
  • Weathering A Volatile Economy. The CFO Roundtable. San Diego, California. March 11, 2009.
  • Hospital Finance for Chiefs of Staff. Chief of Staff Bootcamp. The Institute for Medical Leadership. Coronado, California. February 7, 2009.
  • Hospital Finance for Chiefs of Staff. Chief of Staff Bootcamp. The Institute for Medical Leadership. Santa Monica, California. December 6, 2008.
  • Key Performance Indicators For Key People. Vistage International. CEO meeting. San Diego, California. November 20, 2008.
  • Restructuring And Healthcare: Hospital Turnaround Case Studies. Tatum restructuring webinar. August 26, 2008.
  • A Hospital Turnaround Case Study. Tatum national meeting, Orlando, Florida. November 3, 2006.
  • The Profound Differences Between Healthcare An Life Sciences Enterprises. Tatum National Meeting. Orlando, Florida. March 11, 2005.
  • How An Effective CFO Can Help Your Clients. SageMark executive meeting. San Diego, California. September 23, 2004.
  • Integrity And Ethics In Finance. University of San Diego. San Diego, California. February 22, 2003.
  • Budgeting And Cash Planning.  Forum for Women Entrepreneurs. San Diego, California. September 19, 2002.
  • CFOs And Early Stage High Tech Companies. Venture Capital Angel Investor Roundtable. San Diego, California. September 2, 2002.
  • Benchmarking Your Company and Key Performance Indicators. American Electronics Association. San Diego, California. November 19, 2002
  • Growing the Company Broke: No Man’s Land. Accounting Day. California Society of CPAs. San Diego, California. May 22, 2002.
  • Why Most Financial Reporting is Useless to Managers. Accounting Day. California Society of CPAs. San Diego, California. May 14, 2001.