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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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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.

Promotional image for the CFO Forum taking place November 19–21, 2025, at Montage in Laguna Beach, CA. Background features a luxurious oceanfront resort with a large pool, palm trees, and coastline view. Event name and date are prominently displayed with bold typography over a geometric overlay.

November 19-21, 2025

Laguna Beach, CA

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Health System Forum Members

Providence health system logo featuring a green and blue cross-shaped emblem to the left of the name in blue text.
Northwell Health health system logo featuring a grid of multicolored triangles to the left of the words "Northwell Health" in blue text.
Ochsner Health health system logo with a blue and gold abstract emblem to the left of the name in blue text.
Intermountain Health logo with stylized red and purple symbol and navy text.
Mass General Brigham industry logo with teal icon and blue text.
Novant Health health system logo with a bold purple "N" and two vertical squares, followed by the words "Novant Health" in gray text.
UnityPoint Health logo featuring a white cross within a blue square followed by the name "UnityPoint Health" in black text.
WellSpan Health logo featuring a rising sun graphic above the word “WellSpan” in blue with “HEALTH” in bold blue text below.
Yale New Haven Health logo featuring the words “Yale New Haven Health” in a stacked format with gradient blue tones on a transparent background.
Cedars-Sinai health system logo with two interlocking red rings on the left and gray text on the right.
Cone Health health system logo with a teal abstract figure on the left, followed by the words "CONE HEALTH" and the tagline "The Network for Exceptional Care" beneath.

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. 

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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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Quote from healthcare conference industry attendee

Industry Forum Members

Philips logo in bold blue uppercase letters on a transparent background.
GE Healthcare logo featuring the classic GE monogram inside a circular emblem followed by the text "GE Healthcare" in blue.
Accenture logo featuring the company name in bold black font with a forward-pointing purple greater-than symbol above the "t".
Johnson & Johnson logo in classic red cursive script, representing the global healthcare and pharmaceutical company.
Qventus logo with the company name in dark gray lowercase letters and a red accent mark above the "s."
Microsoft logo featuring a four-colored square icon (red, green, blue, yellow) to the left of the word "Microsoft" in gray text.
KPMG logo with bold blue letters beneath four outlined rectangles, symbolizing the global professional services firm.

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.

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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. 

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Our Convening Experiences

The Power of Relationships With Jeff Jones

Join us as Jeff Jones shares his personal experience with The Health Management Academy, which spans over two decades.

The Power of Vulnerability and Collaboration

Beth Walker, CEO of Oschner Baptist, shares how the open, trust-filled environment among C-suite executives allows them to candidly discuss their challenges.

How THMA Has Deepened Healthcare Relationships

Todd Cozzens, Founder of Transformation Capital, shares how THMA has helped deepen his industry connections and relationships.

Investing in Tomorrow's Healthcare Leaders

Andy DeLao, CSO & CMKO at Ge HealthCare, shares his insights and experiences working with The Health Management Academy.

Cultivating Connections with Health System CXOs

Nicole Shingler, VP, Enterprise Revenue Cycle for R1 RCM explains just how much THMA stands apart by cultivating connections within the healthcare industry.

Having a Support System is Critical

Nkem Iroegbu, President of Advocate Health, speaks about having the right support system in the healthcare industry.

How a Sense of Ownership Makes All the Difference

Corey Aferiat, VP at THMA, talks about how members feel a very unique sense of ownership over the forums.

Being Honest & Open in Healthcare

Dennis Murphy President & CEO of IU Health shares how coming to THMA events has helped him professionally.

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

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