Leveling Up with Health Care Finance

Leveling Up with Health Care Finance is a workshop series of three sessions that offers an opportunity to learn from experts about how health care is financed in the U.S., external factors impacting the finances of health care organizations, key finance terminology and how different roles within a health system contribute to the financial health of an organization. Health care leaders share their experiences, strategies, tools and resources, enabling all participants to gain new knowledge to positively influence the financial health of a health care organization.

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Session 1: Overview of Health Care Finance (90 minutes)

This session provides an understanding of the big picture around health care finance and how individual decisions impact the financial health of the organization.


  • Understand the financial models of health care systems in the U.S.
  • Understand external factors that impact a health care organization’s finances
  • Provide examples of how individual decisions at various levels of an organization can impact a health care organization’s finances

Session 2: Roles and Impact on Organizational Finance – Level 1  (90 minutes)


  • Understand key financial terms and strategies that frontline health care workers and managers use frequently
  • Describe strategies, tools and resources to support decision making at this  level of an organization
  • Explain different financial scenarios that health care leaders at these levels  face and how they navigate them

Session 3: Roles and Impact on Organizational Finance – Level 2  (90 minutes)


  • Articulate key financial terms and strategies that hospital administrators and chief financial officers use frequently
  • Apply strategies, tools and resources to support decision making at this level of an organization
  • Explain different financial scenarios that health care leaders at these levels face and how they navigate them

All sessions will be offered virtually via Zoom.

Future session dates and registration details are still being finalized. Please check back periodically for updates.


Transitioning into Leadership Program

The Transitioning into Leadership Program is a six-month experience for clinicians and frontline health care employees who aspire to serve in a leadership role or who demonstrate strong leadership potential.

Foundations for Excellence in Healthcare Leadership

The Foundations for Excellence in Healthcare Leadership program is a nine-month initiative for early career health care managers, employees leading organizational initiatives, or other health care leaders interested in enhancing their own leadership capacity. This program will leverage participants’ current role to provide them with the foundational skills, knowledge, and awareness to not only effectively lead a team, but to also navigate the administration of health care.

Leadership Academy for the Advanced Practice Provider

The Leadership Academy for the Advanced Practice Provider is an innovative nine-month leadership training program for physician assistants, nurse practitioners, certified nurse midwives and certified registered nurse anesthetists. This initiative features pre-work, nine monthly four-hour leadership learning sessions, a leader shadowing experience, two executive coaching sessions and completion of a leadership project proposal.

Throughout the program, participants will develop the awareness, knowledge, and skills necessary to lead teams, transform healthcare and navigate an ever-changing landscape as an advanced practice provider.

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The monthly sessions will cover:

  • Session 1: Leadership in Health Care
  • Session 2: Wellbeing, Resiliency, and Healthcare Leadership
  • Session 3: Building and coaching Interprofessional Teams
  • Session 4: Effective Communication and Executive Presence
  • Session 5: Advancing Diversity, Equity, and Inclusion in Healthcare
  • Session 6: Navigating Health Care Economics, Finance and Policy
  • Session 7: Creating Return on Investment for Advanced Practice Providers
  • Session 8: Innovating for the Future as an Advanced Practice Provider
  • Session 9: Project Presentations and Panel Discussions

Program outcomes:

  • Participants will develop awareness of their individual strengths as a leader
  • Participants will demonstrate competence of the technical skills required for effective leadership including financial management, health care policy and economics, as well as executive presence and communication
  • Participants will lead UCSF and the community through addressing inequalities and advancing diversity in health care and beyond
  • Expert facilitators, industry leaders and trained executive coaches will aid in fostering the participants’ leadership development and reflective practice. The program includes some pre-work, nine four-hour monthly learning sessions, a one-hour group coaching session, as well as an ongoing coaching component.
  • Eligible for a total of 20 continuing education contact hours

Academy for Healthcare Leadership

The Academy for Healthcare Leadership is a six-month program for experienced health care managers, directors, or project or initiative managers who aspire to serve as a senior leader within a health care organi­zation.

In this program participants will build on their foundational skill set thorough self-exploration and be provided with long-lasting skills. These skills will prepare participants to not only navigate an ever-changing, complex health care landscape, but also to lead, innovate, and improve the delivery of health care and patient care.

Healthcare Executive Leadership Program

The Healthcare Executive Leadership Program is an intense six-month initiative for senior or newly appointed executive-level health care leaders. Intentional and engaging residency experiences, executive coaching and project-based learning will provide participants with the knowledge, skills, and awareness to effectively lead large and complex health care organizations, facilitate and manage systematic change, embody executive presence, and engage in policymaking activities to advance health care locally, regionally, and nationally.

Population Health Management Certificate

The Population Health Management Certificate Program offers an in-depth understanding of foundational concepts such as relevant industry definitions, the drivers for change in health care delivery and changing models of payment, as well as clinical interventions and best practices. Certificate completers will also acquire the skills necessary for adopting population health methodologies and approaches in their own practice or leadership role. The program provides a hybrid learning experience where participants engage with online video content in preparation for weekly live discussion sessions that allow participants to ask questions and apply the content with program faculty and other participants.

Expert instructors, who are health care and industry leaders, will lead the session. This certificate program is ideal for:

  • Health care leaders, providers and caregivers, who are interested in population health management approaches for professional development
  • Health care leaders and employees who are interested in population health as a potential career
  • Providers or clinicians, who work in a population health unit, but have no formal training

Participants are required to watch all video modules, complete accompanying quizzes, participate in online discussions, attend at least 80% of live sessions and complete program evaluations to be eligible for a certificate of completion.

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Session Dates

  1. September 18
  2. September 25
  3. October 2
  4. October 9
  5. October 16
  6. October 23
  7. October 30
  8. November 6
  9. November 13
  10. November 20

Registration Information

This program is limited to 40 participants.

Early Bird Registration (through April 30, 2024): $1,395

Regular Registration: $1,495

*UC employees are eligible for a discounted registration fee, which is already built into the program registration.

  • If you are a UCSF employee, search for “Population Health Management Certificate Program” in Nursing Connect or CLICK HERE to register for this program (you will be prompted to sign in first via SSO to be able to register).
  • If you are an external user without a Nursing Connect account, register via: https://ucsfnursing.csod.com/selfreg/register.aspx?c=pophealth2024. Once you have created your account, search for “Population Health Management Certificate Program” in Nursing Connect or CLICK HERE to register for this program (you will need to be signed into your account first to be able to register).
  • If you are an external user with a Nursing Connect account already, search for “Population Health Management Certificate Program” in Nursing Connect or CLICK HERE to register for this program (you will be prompted to sign in first to be able to register).
  • Please contact [email protected] for any questions regarding registration and [email protected] for any help with your account.


Certificate Faculty

Gina Intinarelli-Shuler, PhD, MS, RN
Vice President and Chief Population Health Officer, UCSF Health

Kevin Grumbach, MD
Chair, Department of Family and Community Medicine, UCSF School of Medicine
Former Vice President for Population Health, UCSF Health

Samuel A. Skootsy, MD
Chief Medical Officer, UCLA Faculty Practice Group and Medical Group
Chief Population Health Officer, UC Health

Tim Judson, MD, MPH
Medical Director for Care Delivery Transformation, UCSF Health

Aurora Snyder, MAS, RN
Care Transitions Outreach Program, Office of Population Health, UCSF Health
*Population Health Management Certificate Program Lead

Noelle Lee, MS
Director, Operations and Administration, UCSF Office of Population Health

Brian Taylor, PhD
Director, Analytics, UCSF Office of Population Health

Avi Tutman, MPH, MBA
Manager, Ambulatory Risk Capture and MA Operations, UCSF Office of Population Health

Michael Helle, NRP/CCP/FP-C, MHA, MBA
Director, Clinical Program, UCSF Office of Population Health

Robin Andersen, NP, PHN, MSN
Manager, Complex Care Team, UCSF Office of Population Health

Carolyn Stead, PsyD
Manager, Behavioral Health, UCSF Office of Population Health

Sara Coleman, MPH, MBA
Director, Population Health Quality, UCSF Office of Population Health

Clare Connors, MPH
Manager, Population Health Performance Improvement, UCSF Office of Population Health

Naveen Raja, DO, MBA
Medical Director of Population Health, UCLA Health Faculty Practice Group
Associate Clinical Professor, David Geffen School of Medicine at UCLA

Meg Wheeler, MS, RN
Manager, Care Transitions, UCSF Office of Population Health

Irina Kaplan, RN
Manager, Care Transitions, UCSF Office of Population Health

Henrietta Tran, MS, RN, FNP
Manager, ACO Commercial/Medicare Advantage Program, UCSF Office of Population Health

Tasha Toliver, MSHE
Operations Manager, UCSF Office of Population Health

Clinical Professor, School of Nursing
Clinical Director of Substance Use Treatment and Education
UCSF Office of Population Health


Special Needs

If you require any special accommodations for a disability which creates a hardship to participating in this activity, or you have questions or concerns about this certificate, please contact the UCSF Leadership Institute at [email protected].


In support of improving patient care, UCSF Office of CME is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

Credit Designation

CME credit: UCSF designates this live activity for a maximum of 20.25 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Interprofessional Continuing Education Credit (IPCE): This activity was planned by and for the healthcare team, and learners will receive 20.25 Interprofessional Continuing Education (IPCE) credits for learning and change.