Chief Financial Officer (CFO) Forum: 2025 Healthcare Financial Management Conference
Fall Session: November 19-21, 2025 | Montage Laguna, CA
The Health Management Academy’s Chief Financial Officer (CFO) Forum is a trusted hub for senior financial leaders in healthcare seeking to forge meaningful relationships, share strategic insights, and shape the future of healthcare financial management.
Built for top executives from the country's leading health systems and select industry partners, the CFO Forum offers an intimate, closed-door setting where collaboration and peer learning drive long-term impact. With a strict 1:1 health system-to-industry ratio and curated content designed by CFOs, the experience delivers more than just another conference, it delivers a trusted community.
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Why Financial Executives Choose This Over Traditional Finance Conferences
CFOs face immense pressure to balance financial performance with long-term transformation. At the same time, the ability to connect meaningfully with peers and with the right strategic partners has never been more limited. The CFO Forum fills this gap.
Unlike other broad-based healthcare financial management events, this program is intentionally designed for a select peer group of senior leaders. No crowded vendor halls. No transactional meet-and-greets. Just strategic discussion and real-world problem-solving.
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What Sets the CFO Forum Apart
Member-Driven Content, Curated for CFOs: All of our meetings are built around the priorities that matter most to today’s healthcare CFOs, like capital allocation, expanding access without compromising margins, and managing next-gen RCM investments post-AI hype. From small-group discussions to executive panels, all content is led by and for members.
The Right People, in the Right Room: Attendees include 30–40 health system CFOs from organizations like Mayo Clinic, Yale New Haven Health, Novant Health, and Intermountain, alongside key industry leaders - typically CEOs, Chief Growth Officers, and product and strategy executives. All participants are hand-selected based on their ability to contribute meaningfully to the conversation.
A Forum Built for Relationships: With two and a half days of programming, including reception-style dinners and informal social gatherings that welcome friends and family, the CFO Forum makes room for more than just business.
True Partnership: The industry executives who attend this program are here to listen, contribute insights, and build lasting connections with CFOs facing similar challenges. Every interaction is peer-to-peer.
Who Attends
The CFO Forum attendees include financial executives from health systems, integrated delivery networks, and flagship hospitals across the country. Every participant is hand-selected to ensure purposeful conversations, strategic alignment, and mutual value, creating opportunities for candid peer engagement and shared problem-solving.
On the health system side, attendees include 30–40 Chief Financial Officers and heads of finance from the nation’s leading health systems. These are the executives navigating the most pressing financial challenges in healthcare today.
On the industry side, participation is equally intentional. Attendees are typically CEOs, Chief Growth Officers, and strategy or product leaders from companies working to transform healthcare finance and operations.
All industry participants are selected based on their ability to contribute insights, engage as peers, not vendors, and foster long-term relationships with healthcare CFOs.
Apply for Consideration“The intimate setting that THMA creates allows my team to have meaningful interactions with CXOs that are influencers and key decision-makers across my full pipeline.”
— VP, Growth, Industry Member
Industry Forum Members
The CFO Forum Experience
Each CFO Forum is a 2.5-day immersive experience hosted in carefully selected locations across the US. Sessions focus on member-led, real-time challenges and forward-looking strategies.
Recent topics include:
Scaling Next-Gen RCM Technologies: Featuring perspectives on moving beyond pilots and governing enterprise-wide investments.
Expanding Access While Strengthening the Bottom Line: Exploring how CFOs are integrating access strategies with ambulatory and therapy services to drive value.
The Seasons of a CFO: A candid panel on career transitions, leadership development, and building future-ready finance teams.
Our Convening Experiences
More Than a Conference: Year-Round Healthcare Financial Management Resources
Membership includes access to THMA’s year-round Executive Insights Hub, helping your team stay ahead of market shifts, financial trends, and CXO priorities. Resources include:
Quarterly Trend Reports: Digestible insights and follow-ups from live briefings and proprietary research.
Executive Edge: A Sunday-evening digest with quick-read summaries of industry-impacting events.
Post-Forum Debriefs: Key takeaways and insights from our Forums - useful even for teammates who didn’t attend.
Healthcare Bootcamp: A library of short videos and modules to onboard new team members or sharpen your team’s healthcare knowledge.
Upcoming Event Dates and Locations
The CFO Forum is hosted twice a year in thoughtfully selected locations across the country. Each event is timed to align with evolving industry priorities and provides a fresh opportunity to reconnect with peers, gain new insights, and advance your healthcare financial strategy. Explore our upcoming Forum dates, locations, and agendas below.
How to Join
Participation in the CFO Forum is invitation-only and carefully curated to ensure the right fit. If you're a healthcare CFO or industry executive looking to form real partnerships with fellow leaders, we’d love to hear from you.
Complete the form below to request more information and start a conversation with our team. Let’s reimagine what’s possible when healthcare’s top financial minds are in the same room.
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