Financial Tools for Healthcare Managers

Make sense out of financial information for better decision-making and organizational improvement


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This program is part of the following certificate:

Continuing Education

This class is eligible for the following continuing education credits:

Ohio CPA 6 CPE
PMI Project Manager 6 PDU
Physician 6 CME

Case Western Reserve University School of Medicine is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians.

Case Western Reserve University School of Medicine designates this live activity for a maximum of 6 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.


Questions about finding the right program, corporate packages, or planning your visit? We're here to help.

216.368.6413 or 800.736.6403

Healthcare organizations are under financial pressure as never before. Financial success is critical to achieving basic mission goals and reaching levels of quality and productivity demanded by health reform. The most successful organizations are typically those in which managers at all levels understand the tools of financial success. This program is designed to provide a conceptual and practical overview of accounting statements, budgeting, and finance. Attend this program to leverage key aspects of management accounting and finance as ways of thinking about organizational improvement and as specific techniques for making better decisions.

Instructor Date and Time Location  
J.B. Silvers, Ph.D.   Monday, June 16 from 9 a.m. to 4:30 p.m.
Cleveland, OH Add to Cart

J.B. Silvers, Ph.D.  
Date and Time:
Monday, June 16 from 9 a.m. to 4:30 p.m.
Cleveland, OH
Add to Cart


  • A conceptual and practical overview of accounting statements, budgeting and finance
  • Understanding the broader role of cost and quality in value based purchasing
  • Communicating organizations’ community benefit to donors and policy makers

Learning Outcomes

As a result of attending this program, participants will:

  • Read and interpret income statements and balance sheets
  • Apply cost concepts to operational decision making
  • Create a budget for operational planning and control
  • Critique a capital expenditure proposal
  • Build a framework for community benefit
  • Build basic Excel skills as an underlying tool

Who Should Attend

This program is designed for clinical and non-clinical healthcare managers without extensive backgrounds in budgeting and finance. Healthcare managers who work with budgets and make decisions impacting the financial performance of their institutions will find it most helpful. Examples in Microsoft Excel will also be used to illustrate practical approaches to financial problem solving.

Participants should bring a laptop computer with Excel if possible for use during the day.


Individual Participants: $645
Package Pricing: 1 class day per participant

Available Discounts


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Weatherhead School of Management
Case Western Reserve University

10900 Euclid Avenue
Cleveland, Ohio 44106-7235 USA