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      MSO Excellence: Advanced Strategies for Peak Operational Performance

      02/10/2026

      Webinar

      SKU: 26WEB49

      PriceFREE

      Formats:

      Webinar
      Price:

      FREE

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      Available Credits
      • ACMPE: 1.00
      • ACHE: 1.00
      • CEU: 1.00
      • PDC: 1.00
      • CME: 1.00
      • CPE: 1.00
      Description

      Please log in, add this to your cart and complete the purchase to register.

      If you experience issues registering for this webinar, please email or call the MGMA Service Center at 877.275.6462, ext. 1888 to register.

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      This webinar – scheduled for February 10, 2026, at 1 pm ET (12 pm CT, 11 am MT, 10 am PT) – is eligible for ACMPE, ACHE (live only), CME (live only), CPE (live only), PDC (live only) and CEU credit, and will be made available as a recording.

      As the healthcare landscape continues to evolve, so must the strategies that support its infrastructure. This session explores advanced Management Services Organization (MSO) models that go beyond foundational knowledge. Attendees will learn how to optimize MSO fee structures, integrate emerging technologies like AI and automation, and stay ahead of industry trends. Whether you're expanding your MSO footprint or refining your current model, this session delivers actionable insights to help future-proof your organization and drive sustainable growth in a competitive market.

      This 60-minute webinar will provide you with the knowledge to:

      • Evaluate advanced MSO fee structuring models and strategies for scalability and multi-site expansion including tax restructuring
      • Integrate emerging technologies—such as AI, Robotic Process Automation (RPA), and predictive analytics—into MSO operations to enhance efficiency and patient outcomes
      • Navigate evolving MSO trends in the healthcare industry

      Brought to you by Forvis Mazars

      Terms of registration: By registering for a complimentary sponsored educational webinar, participants understand that their contact information, excluding phone numbers, will be shared with the specific sponsor. Please reference their website’s privacy policy.

      Continuing Education

      Delivery method: Internet Live Course | Group Internet Based
      Learning level: Beginner - Education designed to provide a general understanding of a topic or knowledge area.
      Learning format: Traditional
      Prerequisites: None
      Advance preparation: None
      Duration: 60 minutes

      Claiming Credit: If you wish to claim continuing education credit, you must attend the live webinar and complete the session evaluation in order to meet the requirements of the accrediting organizations.

      • ACMPE, medical practice administrators in certification and Fellowship through ACMPE
      • ACHE, American College of Healthcare Executives Qualified Education
      • CME, licensed physicians (MD/DO)
      • CPE, Continuing Professional Education for accountants
        • Attendance at the live instructor-led program 
      • CEU, generic continuing education credit
      • PDC, professional development credits for the Society for Human Resource Management (SHRM)

      For detailed continuing education credit information, click here.

      **PLEASE NOTE: CEU credit types and totals are listed as a good faith estimate. Actual CEU types and totals offered at time of presentation may vary. Final CEU credit listing will be published on or before the day of the presentation.

      Speakers
      Picture of Jacki Jacox

      Jacki Jacox, CPA
      Director, Forvis Mazars, LLP

      Jacki Jacox, a seasoned CPA and consultant, brings over 15 years of experience in both public and private accounting sectors, with over a decade dedicated to healthcare consulting. Her expertise spans a wide range of areas, including but not limited to, risk assessment, design, and implementation of provider compensation, due diligence and business valuations for healthcare mergers and acquisitions, and performance improvement reviews for hospital districts. In 2022, Jacki’s contributions to the field were recognized when she was nominated and selected by CPA Practice Advisor as one of the nation’s top 40 tax and accounting professionals under the age of 40.

      Jacki’s academic credentials include a Bachelor of Science in Accounting, with minors in Economics and Communication Studies, from the University of Nebraska-Lincoln (UNL). She graduated with high distinction and earned her Master’s in Professional Accountancy (MPA) from the same institution.

      Picture of Marc Lion

      Marc Lion, CPA
      Partner, Forvis Mazars, LLP

      Marc Lion provides tax, estate, financial, and retirement planning services to high-net-worth individuals and business owners in the healthcare, investment banking, real estate, and professional services industries. His more than 30 years of public accounting experience span a range of tax, personal finance, business advisory, and practice management expertise. Often invited to speak to medical societies and healthcare groups, he has served as an adjunct healthcare economics professor in Hofstra University’s master of healthcare administration program.

      Prior to joining Forvis Mazars in 2016, after working independently for more than 20 years, in 1996 Marc founded a full-service accounting and consulting practice specializing in taxation for individuals, corporations, trusts, partnerships, and estates. Marc is a graduate of University at Albany, New York, with a B.S. degree in economics, and a graduate of Hofstra University with an M.B.A. degree in accountancy and taxation.

      Technical Requirements

      Webinars are delivered live using online web conferencing software, which allows you to interact directly with presenters and colleagues through your web browser. 

      This webinar will be hosted in Zoom Webinars and will consist of a 60-minute presentation and question-and-answer session. You will receive informational emails with instructions to access the live event and related resources, as well as steps to claim continuing education credits.   

      Review this resource for participating in Zoom Webinars or test your connection here.

      Refund Policy

      This webinar is sponsored by Forvis Mazars. There is no registration fee.

      Live Instructor Cancellation Policy
      If for any reason MGMA must cancel this program, MGMA will notify participants by email of the cancellation no less than 48 hours prior to the expected start time.

      Contact the MGMA Service Center for cancellations or refunds:
      Toll-free:       877.275.6462, ext. 1888
      Email: service@mgma.org 

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

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