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EPSi Calendar of Events

Webinars, Centralized Training and Industry Events

Aug
14
Fri
Public Webinar: COVID-19 Road to Recovery – Financial Planning with an Unparalleled Solution
Aug 14 @ 12:00 pm – 1:00 pm

 

Join us on July 31st as Frances Donio, EPSi Senior Product Manager, leads a panel discussion with executives from EPSi’s consulting practice – Vishal SureshKumar, Darren Cook and Travis Watson. Learn how EPSi’s Rolling Forecast offers unparalleled solutions that enable health systems to significantly reduce the planning cycle time while enriching the results and insights through advanced data science and machine learning. Our consulting team will share success stories from several health systems already leveraging the Rolling Forecast and the incredible results from these efforts

 

*Presenters and topics subject to change

 

Aug
19
Wed
Public Webinar: COVID-19 Road to Recovery – Collaboration Amongst Colleagues: The Imperative for Clinical & Financial Partnership
Aug 19 @ 12:00 pm – 1:00 pm

Presenters: Todd Nelson, HFMA 

Join us for a free, public webinar as we chat with Todd Nelson of HFMA. We’ll spend time discussing Todd’s provocative perspectives on the need for greater collaboration between finance and clinical teammates to successfully balance clinical, financial, and operational challenges. Learn how Todd’s past experiences as a healthcare finance executive and current experiences covering broad industry trends as part of his role at HFMA have led him to these opinions. We’ll discuss how technology must change in order to enable some of the dialogue and interactions and what are important factors to consider as organizations strive to move in this direction.

.

*Presenters and topics subject to change

 

Aug
25
Tue
NEW CLASS: Benchmarking & Productivity – Centralized Training – NOW VIRTUAL
Aug 25 – Aug 26 all-day

Instructors: Evan Benkert, Jeremiah Watkins
8:30 a.m. – 4:30 p.m. Tuesday, August 25
8:30 a.m. – 4:30 p.m. Wednesday, August 26
(Note: you must commit to both full days to secure your registration)

Course Description


This is a new class intended to teach attendees how to create the reclasses that are needed to send data to the benchmarking companies. In addition, attendees will learn how to leverage the data coming back from the benchmarking company for reporting and variance analysis in EPSi.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register 

Aug
26
Wed
CCI Symposium @ Hyatt Regency - Greenville, SC
Aug 26 – Aug 28 all-day

CCI Symposium at the Hyatt Regency in Greenville, South Carolina.

EPSi is a Visionary Sponsor and presenter.

 

Aug
28
Fri
Public Webinar: COVID-19 Road to Recovery – Re-Opening Roadmap: A Roundtable Discussion with the Austin Health Council UT McCombs MBA Health Innovation Fellows
Aug 28 @ 12:00 pm – 1:00 pm

In this hour-long webinar, we will sit down with Austin Health Council’s Health Innovation Fellows (HIF), an MBA student organization from the University of Texas McCombs School of Business. In collaboration with Austin healthcare leaders, the Austin Healthcare Council, city government officials, and University of Texas faculty, the HIF team has compiled a high-level roadmap of key challenges and opportunities for healthcare organizations during reopening that informs strategic planning around the COVID-19 pandemic. While the original findings were specific to Austin, the team will present an update to their recommendations as well as learnings from Austin’s exit from shelter in place. We hope this presentation identifies opportunities and threats for healthcare organizations as cities around the country loosen restrictions.

Presenters: Darren Cook, EPSi, Perri Cooper, AHC, Caroline Green, MD, AHC, Emily Steemers, AHC, Amit Rao, AHC. 

*Presenters and topics subject to change.

 

Sep
8
Tue
Budget Manager Intensive & Budget Reporting – Centralized Training – NOW VIRTUAL
Sep 8 – Sep 10 all-day

Budget Manager Intensive & Budget Reporting

Session 1: September 8 – 10
Instructors: David Smith and Tracey Boutot

Session 2: December 8 – 10
Instructors: Anuj Gadi and Nezar Ahmed

Course Description


A deep dive introductory course that includes a comprehensive exploration of the budget process for both the general ledger and payroll budgets. This course will also include forecasting, variance analysis and flexible budgeting. Finally, attendees will learn how to generate both general ledger and payroll reports. This course contains hands on workshops for each step of the budget process.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Sep
11
Fri
Public Webinar: COVID-19 Road to Recovery –Advancing Analytics & Insights at WakeMed
Sep 11 @ 12:00 pm – 1:00 pm

Presenters: Barry McKee, Executive Director, Financial Planning, Wakemed

Join us for a free, public webinar on August 7th as we chat with Barry McKee of WakeMed Health & Hospitals.  Learn how WakeMed leveraged Advanced Analytics to study the impact of COVID-19 on health system performance and provide executive leadership with new analytics focused on actionable, daily performance indicators.  Hear Barry’s vision for Finance at WakeMed, including additional analytic solutions, dynamic planning through EPSi’s Rolling Forecast, and costing evolution to TDABC and provider specific results. 

.

*Presenters and topics subject to change

 

Sep
15
Tue
Product Line Analysis Reporting – Centralized Training – NOW VIRTUAL
Sep 15 – Sep 16 all-day

Product Line Analysis Reporting

Instructors: Zach Mertens and Sid Swamy

Course Description


This is an introductory hands-on workshop that focuses on our Product Line Analysis report writing solutions within EPSi. This is a great opportunity for users to get additional refresher training on a variety of PLA topics as well as tips and tricks for writing useful PLA reports.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Sep
29
Tue
Cost Manager Intensive – Centralized Training – NOW VIRTUAL
Sep 29 – Sep 30 all-day

Cost Manager Intensive

Instructors: Chris Barrio and Jo Anne Drake

Course Description


A deep dive introductory course that includes the steps of the costing process and an introduction to the various costing methodologies. Comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and cost balancing reporting will be provided. In addition, this course includes hands-on workshops for each step of the costing process.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Oct
13
Tue
Revenue Modeling (Contract) – Centralized Training – NOW VIRTUAL
Oct 13 – Oct 14 all-day

Revenue Modeling (Contract)

Instructors: Randy Bottorff and Sarah Lyons

Course Description


This course covers contract modeling in detail. Attendees will learn how to input government and third party payer contracts, create alternate models, apply what-if assumptions and calculate estimated net revenue.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Nov
8
Sun
HFMA Region 9 Annual Conference @ New Orleans, Louisiana
Nov 8 – Nov 10 all-day
Nov
17
Tue
Clinical Insights- Centralized Training – NOW VIRTUAL
Nov 17 – Nov 18 all-day

Instructors: Trish Richardson, Helen Dunkle

8:30 a.m. – 4:30 p.m. Tuesday, November 17
8:30 a.m. – 4:30 p.m. Wednesday, November 18
(Note: you must commit to both full days to secure your registration)

Course Description


This workshop focuses on using costing results and Product Line Analysis data to identify clinical opportunities utilizing the Clinical Analysis application. As an advanced course, this session assumes that the attendee has a good working knowledge of PLA and Cost Manager. Topics include the development of clinical analysis codes and the use of reporting and data visualization.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Dec
1
Tue
HFMA Financial Sustainability Summit @ Grand Hyatt Denver
Dec 1 – Dec 2 all-day
Dec
8
Tue
Budget Manager Intensive & Budget Reporting – Centralized Training – NOW VIRTUAL
Dec 8 – Dec 10 all-day

Budget Manager Intensive & Budget Reporting

Session 1: September 8 – 10
Instructors: David Smith and Tracey Boutot

Session 2: December 8 – 10
Instructors: Anuj Gadi and Nezar Ahmed

Course Description


A deep dive introductory course that includes a comprehensive exploration of the budget process for both the general ledger and payroll budgets. This course will also include forecasting, variance analysis and flexible budgeting. Finally, attendees will learn how to generate both general ledger and payroll reports. This course contains hands on workshops for each step of the budget process.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Aug
14
Fri
Public Webinar: COVID-19 Road to Recovery – Financial Planning with an Unparalleled Solution
Aug 14 @ 12:00 pm – 1:00 pm

 

Join us on July 31st as Frances Donio, EPSi Senior Product Manager, leads a panel discussion with executives from EPSi’s consulting practice – Vishal SureshKumar, Darren Cook and Travis Watson. Learn how EPSi’s Rolling Forecast offers unparalleled solutions that enable health systems to significantly reduce the planning cycle time while enriching the results and insights through advanced data science and machine learning. Our consulting team will share success stories from several health systems already leveraging the Rolling Forecast and the incredible results from these efforts

 

*Presenters and topics subject to change

 

Aug
19
Wed
Public Webinar: COVID-19 Road to Recovery – Collaboration Amongst Colleagues: The Imperative for Clinical & Financial Partnership
Aug 19 @ 12:00 pm – 1:00 pm

Presenters: Todd Nelson, HFMA 

Join us for a free, public webinar as we chat with Todd Nelson of HFMA. We’ll spend time discussing Todd’s provocative perspectives on the need for greater collaboration between finance and clinical teammates to successfully balance clinical, financial, and operational challenges. Learn how Todd’s past experiences as a healthcare finance executive and current experiences covering broad industry trends as part of his role at HFMA have led him to these opinions. We’ll discuss how technology must change in order to enable some of the dialogue and interactions and what are important factors to consider as organizations strive to move in this direction.

.

*Presenters and topics subject to change

 

Aug
28
Fri
Public Webinar: COVID-19 Road to Recovery – Re-Opening Roadmap: A Roundtable Discussion with the Austin Health Council UT McCombs MBA Health Innovation Fellows
Aug 28 @ 12:00 pm – 1:00 pm

In this hour-long webinar, we will sit down with Austin Health Council’s Health Innovation Fellows (HIF), an MBA student organization from the University of Texas McCombs School of Business. In collaboration with Austin healthcare leaders, the Austin Healthcare Council, city government officials, and University of Texas faculty, the HIF team has compiled a high-level roadmap of key challenges and opportunities for healthcare organizations during reopening that informs strategic planning around the COVID-19 pandemic. While the original findings were specific to Austin, the team will present an update to their recommendations as well as learnings from Austin’s exit from shelter in place. We hope this presentation identifies opportunities and threats for healthcare organizations as cities around the country loosen restrictions.

Presenters: Darren Cook, EPSi, Perri Cooper, AHC, Caroline Green, MD, AHC, Emily Steemers, AHC, Amit Rao, AHC. 

*Presenters and topics subject to change.

 

Sep
11
Fri
Public Webinar: COVID-19 Road to Recovery –Advancing Analytics & Insights at WakeMed
Sep 11 @ 12:00 pm – 1:00 pm

Presenters: Barry McKee, Executive Director, Financial Planning, Wakemed

Join us for a free, public webinar on August 7th as we chat with Barry McKee of WakeMed Health & Hospitals.  Learn how WakeMed leveraged Advanced Analytics to study the impact of COVID-19 on health system performance and provide executive leadership with new analytics focused on actionable, daily performance indicators.  Hear Barry’s vision for Finance at WakeMed, including additional analytic solutions, dynamic planning through EPSi’s Rolling Forecast, and costing evolution to TDABC and provider specific results. 

.

*Presenters and topics subject to change

 

Aug
25
Tue
NEW CLASS: Benchmarking & Productivity – Centralized Training – NOW VIRTUAL
Aug 25 – Aug 26 all-day

Instructors: Evan Benkert, Jeremiah Watkins
8:30 a.m. – 4:30 p.m. Tuesday, August 25
8:30 a.m. – 4:30 p.m. Wednesday, August 26
(Note: you must commit to both full days to secure your registration)

Course Description


This is a new class intended to teach attendees how to create the reclasses that are needed to send data to the benchmarking companies. In addition, attendees will learn how to leverage the data coming back from the benchmarking company for reporting and variance analysis in EPSi.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register 

Sep
8
Tue
Budget Manager Intensive & Budget Reporting – Centralized Training – NOW VIRTUAL
Sep 8 – Sep 10 all-day

Budget Manager Intensive & Budget Reporting

Session 1: September 8 – 10
Instructors: David Smith and Tracey Boutot

Session 2: December 8 – 10
Instructors: Anuj Gadi and Nezar Ahmed

Course Description


A deep dive introductory course that includes a comprehensive exploration of the budget process for both the general ledger and payroll budgets. This course will also include forecasting, variance analysis and flexible budgeting. Finally, attendees will learn how to generate both general ledger and payroll reports. This course contains hands on workshops for each step of the budget process.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Sep
15
Tue
Product Line Analysis Reporting – Centralized Training – NOW VIRTUAL
Sep 15 – Sep 16 all-day

Product Line Analysis Reporting

Instructors: Zach Mertens and Sid Swamy

Course Description


This is an introductory hands-on workshop that focuses on our Product Line Analysis report writing solutions within EPSi. This is a great opportunity for users to get additional refresher training on a variety of PLA topics as well as tips and tricks for writing useful PLA reports.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Sep
29
Tue
Cost Manager Intensive – Centralized Training – NOW VIRTUAL
Sep 29 – Sep 30 all-day

Cost Manager Intensive

Instructors: Chris Barrio and Jo Anne Drake

Course Description


A deep dive introductory course that includes the steps of the costing process and an introduction to the various costing methodologies. Comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and cost balancing reporting will be provided. In addition, this course includes hands-on workshops for each step of the costing process.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Oct
13
Tue
Revenue Modeling (Contract) – Centralized Training – NOW VIRTUAL
Oct 13 – Oct 14 all-day

Revenue Modeling (Contract)

Instructors: Randy Bottorff and Sarah Lyons

Course Description


This course covers contract modeling in detail. Attendees will learn how to input government and third party payer contracts, create alternate models, apply what-if assumptions and calculate estimated net revenue.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Nov
17
Tue
Clinical Insights- Centralized Training – NOW VIRTUAL
Nov 17 – Nov 18 all-day

Instructors: Trish Richardson, Helen Dunkle

8:30 a.m. – 4:30 p.m. Tuesday, November 17
8:30 a.m. – 4:30 p.m. Wednesday, November 18
(Note: you must commit to both full days to secure your registration)

Course Description


This workshop focuses on using costing results and Product Line Analysis data to identify clinical opportunities utilizing the Clinical Analysis application. As an advanced course, this session assumes that the attendee has a good working knowledge of PLA and Cost Manager. Topics include the development of clinical analysis codes and the use of reporting and data visualization.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Dec
8
Tue
Budget Manager Intensive & Budget Reporting – Centralized Training – NOW VIRTUAL
Dec 8 – Dec 10 all-day

Budget Manager Intensive & Budget Reporting

Session 1: September 8 – 10
Instructors: David Smith and Tracey Boutot

Session 2: December 8 – 10
Instructors: Anuj Gadi and Nezar Ahmed

Course Description


A deep dive introductory course that includes a comprehensive exploration of the budget process for both the general ledger and payroll budgets. This course will also include forecasting, variance analysis and flexible budgeting. Finally, attendees will learn how to generate both general ledger and payroll reports. This course contains hands on workshops for each step of the budget process.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the course. Once we confirm your registration, you will receive a confirmation email with details. As a service to our valued clients, there is no charge to attend this session.

Questions? Email us at EPSiU.help@epsi.io.

Register

Aug
26
Wed
CCI Symposium @ Hyatt Regency - Greenville, SC
Aug 26 – Aug 28 all-day

CCI Symposium at the Hyatt Regency in Greenville, South Carolina.

EPSi is a Visionary Sponsor and presenter.

 

Nov
8
Sun
HFMA Region 9 Annual Conference @ New Orleans, Louisiana
Nov 8 – Nov 10 all-day
Dec
1
Tue
HFMA Financial Sustainability Summit @ Grand Hyatt Denver
Dec 1 – Dec 2 all-day