2020 GBA/GIP Virtual Programming: Going from Funds Flow Model to Hard Wiring Through Financial & Budget Management Systems Webinar - July 24

The fiscal constraints related to a funds flow model drive a critical need for financial and budget management systems and tools that allow for appropriate hard wiring of fiscal management. Over the last two years, the Emory School of Medicine (ESOM) Fiscal Affairs team has worked to implement technology solutions that allow for improvements in budgeting, forecasting, compensation planning, and reporting. This has allowed for a higher level of on-going, real-time data analytics too and enabled oversight and adherence to the principles of ESOM Financial Strategic Alignment. During this session, presenters will provide previews of the tools and insights into how the tools have enabled the ESOM to improve financial funds management and strategic decision-making.

Learning Objectives: 

1. Understand the approach to developing a roadmap for prioritizing improvement initiatives 
2. Develop key reports and approaches to improve budgeting, forecasting, reporting and compensation planning 
3. Collaborate across many audiences to identify needs, develop solutions, and work through continuous process improvement and on-going roadmap development  

Speakers:

Beth Boatwright, CPA
Chief Financial Officer
Emory University School of Medicine
Beth currently works as the financial leader of the fiscal affairs team in the Dean’s Office at the Emory School of Medicine. She is responsible for the Fiscal Affairs department to include budget, commitment tracking, data analytics, controller functions and implementation of technology solutions. Beth has been with the Emory School of Medicine for two years. Prior to joining Emory she worked in health care for over twenty years in financial leadership roles with several healthcare organization to include Children’s Healthcare of Atlanta and most recently as the CFO for Resurges Orthopaedics.

Heather Hamby, MPH
Executive Associate Dean, School of Medicine;
CBO, School of Medicine & Physician Group Practice;
Assoc VP, Health Center Integration, Woodruff HSC
Emory University School of Medicine
Heather H. Hamby, MPH, is Executive Associate Dean and Chief Business Officer for Emory University School of Medicine and Associate Vice President for Health Center Integration for the Woodruff Health Sciences Center. During her 20 plus years of service at Emory, Ms. Hamby has served in other key roles, including Vice Chair of Administration and Executive Administrator for the Department of Medicine; Executive Administrator for the Department of Surgery; and Executive Administrator for the Emory Transplant Center. Her administrative leadership roles have included strategic planning, program development, operational and fiscal management, business leadership, and operational engineering.

She has active participation in several community and professional organizations, including 2006 Woodruff Leadership Fellow in Emory’s Woodruff Health Sciences Center, Leadership Atlanta class of 2016, and former co-chair and Vice president of local elementary school parent-teacher association.  Ms. Hamby received her Bachelor of Arts degree from the University of North Carolina, Chapel Hill, and her Master of Public Health degree in health policy and management from the Rollins School of Public Health, Emory University.

Robb Merritt, BS 
Controller
Emory University School of Medicine
Robb Merritt is the Controller for the School of Medicine at Emory University. He has been a CPA since 1986 after he graduated from Emory University.  Eight years ago, Robb decided to “go back home” and put his CPA to a better use to serve others at his alma matter.   Robb brings experience in providing professional services across a broad range of finance areas including compliance, business process, audit, and financial reporting.  This experience has been gained from his previous roles as a staff member in Public Accounting to Controller/Vice President of Finance in the construction industry.  Robb lives by the motto “We are all a work in progress, so let’s help each other succeed”.  Robb is inspired daily by his wife, Sylvie and their son, Bryton.

Ann Uher, BS
Director, Accounting & Analytics
Emory University School of Medicine
Ann currently works as a director in the fiscal affairs team at the Emory School of Medicine. She is responsible for the implementation & management of technology solutions in support of monthly reporting, budgets, commitment tracking and data analytics. Ann has been with the Emory School of Medicine for six years and previously five years in Emory’s Central Finance Organization. Prior to joining Emory she worked over twenty years in various corporate roles driving system initiatives and business intelligence tools.

The AAMC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website:  www.nasbaregistry.org 

Attendance at this webinar – "GBA/GIP 2020 Virtual Programming:  Going from Funds Flow Model to Hard Wiring Through Financial & Budget Management Systems" will provide 1 hour of Continuing Professional Education credits in the area of Business Management and Organization. The program level for this meeting is basic. The delivery method is Group-Live – presented online due to COVID-19. No prerequisites or advance preparation is required. Participation in this webinar is free.  For questions about CPE credit, please contact Heather Sacks at hsacks@aamc.org.

After completing this webinar, you will be able to:   

• Understand the approach to developing a roadmap for prioritizing improvement initiatives.
• Develop key reports and approaches to improve budgeting, forecasting, reporting and compensation planning.
• Collaborate across many audiences to identify needs, develop solutions, and work through continuous process improvement and on-going roadmap development.

Please note that you will be required to participate on this webinar for at least 50 minutes in order to receive the full CPE credit.