Chief Financial Officer (CFO) Forum: 2025 Healthcare Financial Management Conference
November 19-21, 2025
Montage Laguna, CA
Engage Directly with Health System Leaders
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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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.

The THMA Difference Lies in Access, Intentional Design, and a Strict Focus on Community
The CFO Forum creates a purpose-built space for executive-level engagement. Every session, social setting, and touchpoint is curated to foster meaningful, candid dialogue between fellow Chief Financial Officers and select industry innovators, most commonly CEOs, Chief Growth Officers, and strategic product leaders.

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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.
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.

Our Convening Experiences
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.
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.
About The Health Management Academy
Since 1998, The Health Management Academy has cultivated the premier membership-based community of healthcare’s most influential CXOs from top U.S. health systems, as well as decision makers from innovative industry companies.
We cultivate exceptional peer groups, providing original market insights, world-class leadership development programs, and novel member alliances to more than 2,000 health system senior executives and 200 industry organizations.
2,000+
Health System Executives
600+
Health System C-Suite Members
200+
Exec Industry Members
75%
Of U.S. Physicians
