Leveling Up with Healthcare Finance is a three-part interactive workshop series designed to help healthcare leaders understand and apply essential financial concepts within their day-to-day work. Participants will explore how healthcare is financed in the U.S., how external and internal forces impact health system finances, and how leaders at different levels influence an organization’s financial health.
Regional healthcare leaders share real examples, strategies, and tools that help translate financial principles into practice. Each session builds knowledge, offering increasing depth while staying grounded in the realities of frontline leadership.
This series is especially valuable for clinical and administrative leaders seeking to make informed decisions, manage resources effectively, and better understand the financial implications of their work.
Session 1: The Big Picture: How Healthcare Finance Shapes Your Work (90 min)
Objectives:
Understand financial models of U.S. healthcare systems
Identify external factors (e.g., policy, reimbursement changes) that impact finances
Recognize how individual decisions influence overall financial performance
Session 2: From Terminology to Impact: Building a Business Case (90 min)
Objectives:
Define and apply key financial terms relevant to frontline staff and unit managers
Understand how to use financial data to build a business case
Session 3: Financial Stewardship in Action: Key Terms and Lessons from Healthcare Leaders
Objectives:
Understand financial terms and responsibilities at the director, executive, and system levels
Understand how health system leaders manage finances in their areas and navigate challenges
Program Dates
| Session Title | Date | Time* | Location |
| The Big Picture: How Healthcare Finance Shapes Your Work | 9/26/2025 | 10:00 AM – 11:30 AM | Virtual |
| From Terminology to Impact: Building a Business Case | 10/3/25 | 10:00 AM – 11:30 AM | Virtual |
| Financial Stewardship in Action: Key Terms and Lessons from Healthcare Leaders | 10/10/25 | 10:00 AM – 11:30 AM | Virtual |
*Pacific Time
Cost
Regular registration: $275
UCSF employees & students: $192
Group discount (5+ participants): $247
UCSF alumni of a graduate degree program: $247
Please contact the UCSF Leadership Institute at [email protected] if you would like to register a group so that we can apply the group discount.
Continuing Education Credits
4.5 contact hours provided by the California Board of Registered Nursing (Provider Number 12980) for participation in all sessions associated with this series. Contact hours for partial participation are not awarded.