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    Certificate Program: Financial Reporting and Budgeting



    Non-Member Price$275.00

    Member Price$175.00


    Non-Member Price:


    Member Price:


    Available Credits
    • ACMPE: 2.00
    • CEU: 2.00


    The certificate program consists of two hours of educational content. This education is eligible for ACMPE and CEU credit.

    While this is a standalone certificate program, it is also included as one of the four sub-components of MGMA’s Financial Management Certificate (FMC) and credential program.

    Financial health is paramount to ensuring the long-term success of a practice, but where to start? Reporting and managing financials can be daunting, especially for those who don’t have a background in accounting or finance. This online event will teach you basic financial management principles and equip you with processes and best practices to measure, report, analyze and forecast financial performance. The program also explores how to best leverage technology (e.g., software and systems) to make financial reporting easily accessible to healthcare leaders. 

    • Session 1: Budget Creation and Management 
    • Session 2: Financial Reporting      

    This certificate program will provide you with the knowledge to: 

    • Produce budgets and forecasts 
    • Manage financial reports 
    • Apply strategies that make your practice audit-ready 
    • Demonstrate the impact of corporate taxes on your practice 

    ACMPE Certificate Approved Program
    Completion of this program is exclusively eligible for the Financial Reporting and Budgeting Certificate through the certifying body, the American College Of Medical Executives (ACMPE). Certificates are widely accepted throughout the industry, proving completion and understanding of topic or skill-specific courses. 

    Learn more about ACMPE Certificates


    Session 1 – Budget Creation and Management

    This session will cover the importance of budget creation and budget management as it pertains to medical practices and leaders. The speaker will also discuss the basic tools and processes healthcare leaders use in developing and managing budgets. 

    Session 2 – Financial Reporting

    Reporting and managing financials can be daunting, especially for those who don’t have a background in accounting or finance. This session will teach you basic financial management principles and equip you with processes and best practices to report, analyze and forecast financial performance. It will also cover the foundations of audit management and corporate tax reporting. 


    Session 1 – Budget Creation and Management

    Brett McCallon
    Director of Finance, MGMA

    Brett McCallon is Director of Finance for MGMA and specializes in financial planning & analysis (FP&A) and general analytics. Brett’s passion is providing data-driven insights to business leaders and operators that allow them to make more-informed strategic decisions. Brett believes that a robust finance and accounting function can add value far beyond just financial reporting and compliance. Prior to joining MGMA, Brett spent seven years in a Fortune 500 healthcare setting, performing a variety of roles, including FP&A, analytics and internal consulting, where his contributions helped generate tens of millions of dollars in value through cost management and efficiency initiatives.

    Session 2 – Financial Reporting

    Steven K. Sinclair, CPA, CMPE
    Chief Financial Officer, Graves-Gilbert Clinic

    Steven holds a degree in accounting from Western Kentucky University and is a CPA with five years of experience in public accounting.  However, the past 34 years of his career have been spent in healthcare. His extensive experience includes responsibility for all financial aspects of a large multispecialty clinic, as well as capital improvement projects, information technology services, purchasing and physician recruitment.   

    A special interest in revenue cycle management has helped his group achieve outstanding results in this area, including MGMA Better Performer recognition. He continues to be driven to seek new and better ways to improve financial performance. 

    Continuing Education

    Delivery method: Self-paced study | Internet Activity Enduring Material
    Learning level: Intermediate - Education that builds on a basic curriculum, designed to improve your ability to analyze and apply skills learned to a topic or knowledge area. 
    Learning format: Interactive       
    Prerequisites: A basic understanding of the topic or knowledge area. 
    Advance preparation: None 
    Duration: 120 minutes 

    Certificate Program Series Maximum clock hours 
    ACMPE: 2 | CEU: 2

    Claiming Credit:  

    If you wish to claim continuing education credit and the certificate of completion, you must pass the associated exam required by the accrediting organizations. Registration for the exam is included in the certificate program. 

    • ACMPE, medical practice administrators in certification and Fellowship through ACMPE 
    • CEU, generic continuing education unit 

    For continuing education credit details, click here.

    Refund Policy

    On-Demand Refund Policy  
    On-demand programs are available for one full year from the purchase date, unless otherwise specified. Registration will not be refunded for this program unless approved by the program manager. 

    Contact the MGMA Service Center for cancellations or refunds: 
    Toll-free: 877.275.6462, ext. 1888 

    Complaint resolution policy 
    Please contact the MGMA Service Center toll-free at 877.ASK.MGMA (275.6462) for issues or concerns with this program. 

    Ask MGMA
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