Financial Overview for Strategic Planning


In the final webinar of the State Office of Rural Health and THT’s Rural Strategy Governance Series, we will review the board’s critical role in financial oversight, where health care finance is heading and key metrics for consideration when conducting strategic planning. Health care finance expert Deborah Whitley will delve into the health care finance system, providing insights into of Medicare, Medicaid, and private coverage. In addition, hospital peers will discuss best practices.

Registration Pricing

Member and Non-Member Group (Unlimited connections from your organization): Free

Register via PDF

Who should attend:

Hospital Trustees and Executive Leadership in Texas.

Learning Objectives:

  • Understand the current health care financial environment.
  • Review different financial metrics that hospitals should review during the strategic planning process.
  • Discuss key financial measures to utilize for forecasting and incorporating financial goals into strategic planning.

Continuing Education:

Certified Healthcare Trustees Education
The Texas Healthcare Trustees designates this continuing certified healthcare trustee education activity for up to 1.5 contact hours. For more information about the CHT program, please contact THT at 512-465-1071.


Deborah Whitley, CPA, Partner, Healthcare, Forvis Mazars

Deborah is a partner in FORVIS.  She has over 20 years of experience working in the health care industry with a concentration in reimbursement consulting for hospitals, both acute care and critical access, rural health clinics and nursing homes.     

Deborah has been involved in many of the operational implications of the regulatory changes and how they impact hospital facilities and beneficiaries.  Deborah has spent much of her time working to help rural and community hospitals improve their overall Medicare and Medicaid reimbursement.  Some of the special reimbursement areas she works with are electronic health record funding, disproportionate share payments, volume adjustments, departmental financial projections, special coding, billing and pricing processes and reviews in both inpatient and outpatient areas of hospitals.   

She is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, Texas Organization of Rural and Community Hospitals, Texas Association for Hospital Financial Administration and Texas Hospital Association.   

Deborah is a graduate from Southwestern University in Georgetown, Texas with a B.B.A. degree in accounting in 1985.   

The Following Webinar is Presented by Texas Healthcare Trustees and the State Office of Rural Health

Seal of the State Office of Rural Health