AMC Briefings for Healthcare & Higher Education
December 1–3, 2026Join Forvis Mazars for a virtual lunch-and-learn event offering practical perspectives and continuing education for professionals in healthcare and higher education. Our experienced professionals will share insights on trending industry topics, including regulatory and tax updates, GASB and FASB developments, governance, and AI. Join us as we break down complex developments and explore strategies for responding to a changing environment.
Learning Objectives
Upon completion of this program, participants should be able to:
- Discuss the latest regulatory and tax updates and their potential operational impacts.
- Identify recent changes in federal and state regulations that may affect higher education and healthcare.
- Evaluate the implications of tax reforms and compliance requirements for sector-specific operations.
- Recall recent developments from GASB and FASB relevant to healthcare and higher education entities.
- Interpret the effects of new and proposed accounting standards from GASB and FASB.
- Assess how changing accounting requirements may influence financial reporting and audit readiness.
- Outline strategies for strengthening board governance processes.
- Examine best practices related to board oversight and fiduciary responsibilities.
- Create a framework to enhance transparency, accountability, and stakeholder engagement.
- Describe emerging technologies in the healthcare and higher education sectors.
- Explain the concept of hyperautomation and its applications in healthcare and higher education.
- Analyze how AI can support operational efficiency, innovation, and decision making.
- Apply lessons learned from real-world use cases related to AI.
- Translate technical developments into action plans for organizational improvement.
- Discuss the challenges and potential solutions for adapting to changing regulatory, operational, and technology environments.
Sessions Include
AMC Regulatory Update
Date & Time:
Tuesday, December 1 ∙ 11 AM–12 PM ET
Internal Instructors: Chad Mulvany, Rachel Pauletti
Academic medical centers (AMCs) face a rapidly evolving federal policy environment as the administration and Congress pursue changes intended to address federal deficits, healthcare affordability, cost growth, and patient access. This session will examine key federal healthcare regulatory developments alongside the U.S. Department of Education’s stated priorities, including student loan caps, earnings premiums, accreditation, and regulation of mergers and acquisitions. The discussion will explore how these intersecting healthcare and higher education policies could affect finances, workforce, teaching missions, and strategic priorities for AMCs, and how leaders can prepare for emerging risks and opportunities.
Learning Objectives
Upon completion of this program, participants should be able to:
- Identify key federal healthcare and higher education regulatory developments affecting AMCs, including healthcare affordability and access initiatives, student loan caps, earnings premiums, accreditation, and merger and acquisition oversight.
- Assess how changes in healthcare reimbursement and regulation and U.S. Department of Education policies could affect AMCs’ finances, physician and clinical workforce pipelines, education missions, and strategic priorities.
- Create strategies to prepare for and respond to emerging federal policy changes while balancing financial sustainability, patient access, workforce needs, and the academic mission.
Tax-Exempt Hospital Readiness: Community Benefit, Charity Care, & Section 501(r) Compliance for AMCs
Date & Time:
Tuesday, December 1 ∙ 12–1 PM ET
Internal Instructors: Brian Todd, Garrett Gluth
Academic medical centers (AMCs) operate in an increasingly complex environment marked by heightened scrutiny of tax exemption, community benefit reporting, charity care practices, and compliance with Internal Revenue Code Section 501(r). As expectations continue to evolve, AMCs are seeking ways to align community benefit activities, community health needs assessments (CHNAs), implementation strategies, and public reporting with broader organizational and community health goals.
This session will provide an update on current regulatory developments, enforcement trends, and emerging risks affecting tax-exempt hospitals, with a particular focus on AMCs. Participants will gain insights into community benefit reporting, financial assistance policies, CHNAs, and related public-facing disclosures. The discussion will also highlight key readiness questions that AMCs should consider as they evaluate their approach to community benefit reporting, charity care practices, financial assistance programs, and Section 501(r) compliance.
Learning Objectives
Upon completion of this program, participants should be able to:
- Identify current areas of federal scrutiny, emerging risks, and opportunities for AMCs.
- Describe best practices for policies, procedures, and tracking for charity care, presumptive care, and bad debt.
- Evaluate hospital compliance practices related to Section 501(r) and community benefit reporting, including financial assistance policies, CHNAs, and Schedule H disclosures.
Aligning GME Strategy, Reimbursement, & Financial Performance
Date & Time:
Wednesday, December 2 ∙ 11 AM–12 PM ET
Internal Instructors: Horace Jenkins, Scott Bezjak
Academic medical centers (AMCs) face increasing pressure to align graduate medical education (GME) investments with physician workforce priorities while strengthening financial performance and protecting Medicare reimbursement. This session will provide an integrated framework for assessing existing GME programs, evaluating the financial implications of program growth, identifying available funding opportunities, and managing Medicare-funded resident capacity. Participants will examine how program strategy, financial modeling, and reimbursement oversight can work together to support sustainable GME investment and expansion.
Learning Objectives
Upon completion of this program, participants should be able to:
- Assess existing and proposed GME programs using accreditation, recruitment, workforce, and financial performance measures.
- Evaluate funding opportunities for GME growth, including rural and other Medicare funding pathways and supplemental sources of support.
- Apply Medicare resident cap management, affiliation agreements, and reimbursement controls to help preserve funded training capacity.
GASB Update
Date & Time:
Wednesday, December 2 ∙ 12–1 PM ET
Internal Instructors: Daron Tarlton, Amanda Creech
Join Forvis Mazars for a complimentary webinar as we discuss GASB Statement No. 103, Financial Reporting Model Improvements; GASB Statement No. 104, Disclosure of Certain Capital Assets; GASB Statement No. 105, Subsequent Events; and other GASB projects. In addition, we'll share insights into the application of the new standards and projects applicable to healthcare and higher education organizations.
Learning Objectives
Upon completion of this program, participants should be able to:
- Discuss recently issued GASB standards and the potential impact on an organization’s financial statements.
- Recognize projects GASB is currently working on and what is on the horizon.
- Prepare to implement the new standards and provide feedback to the GASB on future projects.
FASB Update for AMCs: Emerging Standards, Healthcare-Specific Accounting Issues, & Financial Reporting Developments
Date & Time:
Wednesday, December 2 ∙ 1–2 PM ET
Internal Instructors: Sara Watson, Jess Saggus
Academic medical centers (AMCs) operate in an increasingly complex financial reporting environment shaped by evolving accounting standards, regulatory pressures, reimbursement changes, and strategic affiliations. This webinar will provide an overview of recently issued and upcoming FASB guidance affecting nonprofit and for-profit healthcare organizations, with a focus on issues relevant to AMCs and integrated health systems.
Participants will gain insight into new accounting and disclosure requirements, implementation considerations, and emerging standard-setting activity. The session will explore selected healthcare-specific accounting topics, recent practice issues, and developments that may affect financial reporting, governance, and audit readiness in the coming year. Examples and practical considerations will be tailored to the academic medicine and healthcare environment.
Learning Objectives
Upon completion of this program, participants should be able to:
- Identify recently issued FASB accounting standards updates and explain their potential impact on AMCs and healthcare organizations.
- Evaluate upcoming accounting and financial reporting developments that may require implementation planning or changes to accounting policies.
- Recognize key healthcare-specific accounting issues and emerging practice trends affecting hospitals, health systems, physician enterprises, and AMCs.
- Assess disclosure and financial statement presentation considerations associated with new standards and regulatory developments.
- Apply practical implementation and governance considerations to support audit readiness and financial reporting.
Building the Capital Stack With New Markets Tax Credit: Funding Healthcare & Higher Education Projects in Rural & Underserved Communities
Date & Time:
Thursday, December 3 ∙ 11 AM–12 PM ET
Internal Instructors: Wes Ernst, Michael Roney
A delicate balance exists among offering new services and programs, responding to community needs, making critical investments, and considering the changing higher education landscape and financial pressures related to changing laws and rising costs. Organizational leaders, especially in rural and underserved communities, know they need to consider possible alternatives, seek creative solutions, and prepare for the unknown. Being aware of available options plays a critical part in helping to address these competing demands. During this session, we’ll discuss the New Markets Tax Credit (NMTC) Program, how it may help organizations approach capital projects, and how it can work with other sources of capital to help offset costs and position organizations for ongoing stability.
Learning Objectives
Upon completion of this program, participants should be able to:
- Explain the fundamentals of the NMTC Program and identify circumstances in which AMCs, teaching hospitals, and affiliated healthcare facilities may qualify for NMTC financing.
- Evaluate the applicability of NMTCs to rural and underserved healthcare projects, including facilities operated or supported by AMCs to maintain access to care in less populated and economically distressed communities.
- Compare NMTC financing with other alternative capital sources, including USDA programs, tax-exempt bonds, traditional borrowing, grants, and other sources of capital funding.
- Recognize how NMTCs may work with multiple funding sources within the broader project capital stack for healthcare and higher education infrastructure projects.
Using Generative AI in Business Offices: Practical Applications, Risk Management, & Prompt Engineering
Date & Time:
Thursday, December 3 ∙ 12–1 PM ET
Internal Instructors: Ray Baxter
Generative AI is rapidly transforming how organizations operate, creating new opportunities to help improve productivity, streamline workflows, and support decision making. This session will provide an introduction to generative AI for business office professionals, focusing on real-world applications rather than technical concepts. Attendees will explore common AI use cases, including financial analysis, executive reporting, meeting preparation, communications drafting, and regulatory compliance support. The session will also cover key AI risks, governance considerations, and prompt engineering techniques to help users produce more effective results. Through demonstrations and examples, participants will gain practical insights they can apply within their organizations.
Learning Objectives
Upon completion of this program, participants should be able to:
- Identify practical business office use cases for generative AI.
- Apply prompt engineering techniques to generate more effective AI outputs.
- Recognize key AI governance, compliance, privacy, and operational risks.
CPE Information
Who’s This For
Delivery Method
Prerequisites & Advanced Preparation
None
Refund Policy
Program Level
Questions
If you have questions about this CPE program, please contact us at [email protected].
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Presenters
