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Budgeting and Cost Controls

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Budgeting and Cost Controls

1 hour Audio and Power Point Presentation

Recorded April 27, 2015

Course Objectives:                    

At the conclusion of this session, participants should be able to:  

  • Define the users of projections
  • Identify the major drivers of budgets and projections
  • Clearly articulate the assumptions used in the projections
  • Employ Excel in developing models
  • Use budgets for cost control and Business Decisions


 Faculty Bio:

James Berry, VP Finance Carewell Urgent Care

James Berry is Vice President-Finance for CareWell Urgent Care, with 10 Centers located in Massachusetts and Rhode Island, and additional centers opening in 2015.  Mr. Berry has overseen the implementation of systems to meet the needs of an investor-owned, multi-center operation, with the scalability to meet any future growth.  He has more than 20 years’ experience in healthcare including roles as COO for an Academic Emergency Medicine physician group, and operator of an MSO for outpatient Psychiatry.  Mr. Berry has a BS in Biochemistry from University of Massachusetts-Amherst, and an MBA from Krannert School of Management, Purdue University. 

Disclosures: The above faculty had no relevant financial relationships to disclose. 

Credit Information:

Designation Statement
The Urgent Care Association of America designates this enduring material activity for a maximum of 1 AMA PRA Category 1 Credit(s)TM. Physicians should claim only the credit commensurate with the extent of their participation in the activity. 

Accreditation Statement
This activity has been planned and implemented in accordance with the Essential Areas and Policies of the Accreditation Council for Continuing Medical Education. Credit for this course is good for 1 year after purchase. 

Urgent Care Management Certificate (UCMC) Credit 
This course is designated for 1 credit of Finance and Accounting towards the Urgent Care Management Certificate.

Submitting for Credit:  

If you would like to submit for either of the credit above, once you complete the activity you must submit for credit you will need to complete the 5 question exam.  You must answer 3 out of 5 correctly to receive credit.  Your credit will be placed in your profile under Professional Development or click on "My Credits".  Email with questions.  

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