Developing Your Financial Playbook for Decision Making

DATE: Thursday, June 16, 2022
12:45 p.m. to 2:00 p.m. (Pacific)

In our ongoing recovery from the COVID–19 Pandemic, health center board members jobs are not getting easier.  Key critical decisions are facing our health centers as we reshape care delivery and look to provide more access to our patient populations.  While not a prerequisite, this webinar will build upon the financial fundamentals shared in the April Governance Finance session to provide a playbook for financial decision making as it relates to expansion of service area, delivery of service lines and other significant investments needed to navigate our recovery from the Pandemic.  

This session is geared toward governing board members at all levels, executive management and the finance team.


  • Understand the key financial investment decisions facing our health centers during the recovery from the Pandemic.
  • Understanding the key financial matrix that will help with decisions to move forward and spend investment dollars.
  • Understand the board’s role in communication to key stake holders and key financial oversight responsibility.


  • Scott W. Gold, CPA
  • Catherine M. Gilpin, CPA

Payment is due at time of registration.

  • CPCA Member: $50
  • Non Member Health Center: $50
  • Associates: $60
  • Non Member, Non Health Center: $75

In order to register for any CPCA event, you must first be logged in to your account. If you do not have an account, you can create one. If you do not remember your login credentials, please email Once logged in, click the Register button, answer any questions that appear on the screen and click Save Responses. Continue scrolling to the bottom of the page and click Proceed to Checkout. Lastly, complete all payment details and click, Submit. You will receive one immediate email with a receipt of your order. Subsequent emails will follow with additional details. You can watch our brief registration tutorial video here. If you still have difficulty, please contact


CPCA provides training and education to community health centers for general illustration and instructional purposes. As an anti-racist organization, we are committed to providing educational opportunities that are unbiased and meet the fullest standards for cultural and linguistic competency for both accredited and non-accredited events. To that end, our Association intends to be in full compliance with the intent of AB 241 Implicit Bias in continuing education and AB 1195 Continuing Education: cultural and linguistic competency. Please read through the text of these bills to understand the intent of the legislature, now codified as California Business and Professions Code 2190.1.

Registration is required for all CPCA training and events.You will receive two email communications immediately upon registering. The first is simply a receipt. The second from and will contain webinar access information.  This email will only be delivered to the individual who is registered for the event and will contain a unique link for a single connection. We recommend you add this event to your calendar using the link contained in your webinar access email. If you do not receive this email, please check your spam/junk folders before contacting

Cancellation Policy: Effective 11/1/21 - No refunds will be available for cancellations that are received within 10 business days before the start date of the event/training. To receive a maximum refund of 50% of the registration price prior to this deadline, all cancellations must be in writing and submitted by emailing Substitutions of registrations in lieu of cancellation is encouraged.

*Last year, in recognition of the tremendous financial stress members were facing and to ensure that important and timely information could be accessed with no barriers, CPCA elected to waive training fees for the entire membership year (April 1,2020- March 31, 2021) and offer all training at no cost. As we continue to work in this pandemic environment to provide members the support they need, we must also plan for the future while supporting community health centers in improving the health status of their communities through advocacy, education, and services. Which is why the Board of Directors approved a budget in February that reflects a reinstatement of training fees effective for trainings taking place on or after April 1, 2021. If you have any questions or concerns about this change, please email us at

For more information regarding our policies, please visit the training homepage.

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Disclaimer:The information on this session is intended only to provide a general overview of the topics addressed.  This session is not intended to provide legal advice or substitute for the guidance, counsel or advice of legal counsel on any matters particular to a specific primary care clinic. CPCA does not endorse companies or products. Advertising and sponsorship revenue supports our not-for-profit mission. 

6/16/2022 12:45 PM - 2:00 PM
Online Via GoToWebinar

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