OBJECTIVES:

Appreciate the necessity of financial pro formas and business planning to program sustainability
Identify key questions for developing financial pro formas
Learn how to craft value propositions for implementing your business plan
Share learnings from CIC business planning experiences

AGENDA

Thursday, June 5^th

12:30 PM –1:30 PM Registration

1:30 PM – 1:45 PM Welcome & Overview

Terry Stoller, National Program Office

1:45 PM – 2:45 PM Building the Case for Business Planning

Ron Sonenthal, Partner, Deloitte & Touche (Chicago)

2:45 PM – 3:15 PM What We Wish We Had Known About The Business Planning Process…

Terry Stoller, National Program Office

3:15 PM – 3:45 PM Break

3:45 PM – 4:15 PM Business Planning to Inform Next Steps

Shannon Harvey, Community Health Works

Macon, GA

4:15 PM – 4:45 PM Business Plans & Root Canals: Drilling Down to Fill the Financial Gaps

Wendy Ward, getCare

Louisville, KY

4:45 PM – 5:00 PM Wrap-Up

5:45 PM – 6:30 PM Reception

6:30 PM Dinner

Friday, June 6^th

7:30 AM – 8:00 AM Continental Breakfast

8:00 AM – 8:15 AM Session Overview

Terry Stoller, National Program Office

8:15 AM – 8:45 AM Using Information to Craft a Value Proposition and Secure Investors

Rhonda Poirier, JaxCare

John Drilling, JaxCare

Jacksonville, FL

8:45 AM – 9:15 AM The ICC Business Plan: Implementation, Challenges, Successes

Paul Gionfriddo, ICC

Austin, TX

9:15 AM – 9:45 AM Attending to the Business Demands of a Mature Project

Anne Nelson, Project Access - Central Plains Regional Health Care

Wichita, KS

9:45 AM – 10:15 AM Break

10:15 AM – 10:30 AM Collaborative Problem Solving

10:30 AM – 11:15 AM Breakout Session: Collaborative Problem-Solving

11:15 AM – 11:45 AM Sharing Outcomes from Breakout Session

11:45 AM – 12:00 PM Wrap-Up