Elevating Your Operational Competencies for the New Future of Health Care
Certificate Series Curriculum

Join Lori Counts, CFRE, Accordant Principal Consultant and Certified Executive Coach, and Amy Dorrill, FAHP, CFRE, Accordant Principal Consultant, to learn how to elevate your operational competencies in the new future of health care.

This course is certified for 6 CFRE education points.

  • 1

    Welcome & Introduction

    • Series Introduction with Co-Instructor Amy Dorrill, FAHP

  • 2

    Introduction to the Health Care Landscape Course

    • Identify the distinctions of nonprofit health care and the structure of health care today, understand key drivers and performance metrics for health care and understand insurance and payer shifts and overall alignment for philanthropy.

    • Hospital Landscape

    • Oversight & Regulations

    • Tax-Exempt Status

    • Health Care Shift & Trends

    • Quiz

  • 3

    Overview of Health Care Finances and Budgeting Course

    • Understand hospital financials and budgeting, identify key drivers and performance metrics for health care, understand partnership opportunities and align strategies with philanthropy.

    • Health Care's Financial Stressors & Drivers

    • COVID's Impact

    • Making the Financial Case for Philanthropy

    • Partnering with the CFO

    • Case & Donor Alignment

    • Quiz

  • 4

    Strengthening Operational Planning Course

    • Learn the importance of strategic planning to support the organization’s vision, define components of the strategic and annual operational plans and understand the importance of benchmarking and how it informs future planning.

    • Foundation Planning Cascades from System's Goals

    • Strategic Planning Process

    • Developing Annual Operational Plans

    • Creating Individual Goals

    • Quiz

  • 5

    Exploring Board Dynamics Course

    • Understand the different legal structures for boards, define duties, roles, responsibilities and decision rights based on the legal structure and understand the importance and significance of foundation bylaws.

    • Different Types of Legal Structures for Boards

    • Trustee Boards & Foundation Relationships

    • The Significance of Foundation By-Laws & Designing the Right Size Committee Structure

    • Selecting Board Members with Purpose & the Board Recruitment Process

    • Getting the Most Out of the Onboarding Process

    • Ensuring Two-Way Accountability

    • Quiz

  • 6

    Health Care’s Unique Grateful Patient Donor and Donor Cycle Course

    • Define a grateful patient and the donor cycle that engages them with the health care organization, understand what health care data can be accessed by the foundation through HIPAA and learn statistics on who is giving to health care.

    • Philanthropic Landscape

    • Health Care's Unique Donor

    • Additional Health Care Donors

    • Case and Donor Alignment & Essential Partners

    • Quiz

  • 7

    Navigating Essential Internal Relationships in a Health Care System Course

    • Learn how to strengthen your relationship with your CEO, build solid relationships with critical leaders, lead in a matrix environment with influencing tactics and establish critical partnerships to help advance your work.

    • Establishing a Dynamic Relationship with Your CEO

    • Leading in a Matrix Environment

    • Understanding the Dynamics of the C-Suite

    • Building Solid Relationships with Critical Leaders & Leading Your Team to High Performance

    • Quiz