Professional education and training sessions for hospital financial executives


Each year, we present at national and regional professional association meetings, executive board retreats, industry roundtables, and instructional webinars. Our work in education began with thirty years of graduate-level instruction in healthcare finance by our founder, Bill Cleverley. These roots continue to drive our commitment to the education of healthcare professionals today.


We would enjoy the opportunity to work with your group to provide a valuable educational program. Our current list of session topics appears below. The sessions are categorized into three primary areas:

  • Healthcare financial management
  • Hospital pricing and reimbursement issues
  • Hospital cost control

Our staff are recognized thought leaders and published experts in these key areas of hospital financial management. We offer a variety of presentation platforms including hosted webinars, on-site board presentations, and full-day seminars. Our sessions also incorporate the latest hospital-specific and market data.


Select topics you are interested in each section below, then fill out the Request Form below to get in touch with us.

+Topics In Healthcare Financial Management (click to expand)

Ten Critical Questions for Healthcare Financial ManagementI'm interested in this topic!

Description/Educational Objectives:

This session will identify ten critical financial questions that are often raised by healthcare boards and executives. The questions address areas of financial performance, profitability and cash targets, and facility-level operational issues of overall cost and price defensibility. The presentation will address each question using actual case-hospital data. The objectives for the session are, as follows:

  • To highlight ten critical questions frequently asked by US hospital governing boards
  • To determine relevant financial metrics to help answer the question
  • To illustrate how the use of comparative benchmarking can impact current and future organizational performance

Going Green: Strategies for Financial SustainabilityI'm interested in this topic!

Description/Educational Objectives:

In an increasingly challenging operating environment, healthcare executives need to focus on fundamentals to ensure financial viability. Critical in this process is the understanding of current financial position, the creation of realistic financial targets, and the identification of performance improvement areas. This session will address these issues with the following objectives:

  • To define critical financial target areas and their relationship to sustainable growth
  • To present tools that can be used in the design of an organization’s financial plan
  • To illustrate strategies for performance enhancement to reach targets in the financial plan

Ten Ways to Improve Medicare ProfitabilityI'm interested in this topic!

Description/Educational Objectives:

Medicare is the largest payer for most US acute-care hospitals, however, contract negotiation is not an option to enhance profitability. This session will identify ten actionable ways to improve the margin on treating patients within this critical payer group without sacrificing quality or ethical standards. The objectives of this course are, as follows:

  • To highlight US averages for Medicare profitability for inpatient and outpatient care
  • To understand the key drivers for improved Medicare profitability
  • To identify ten actionable strategies for enhancing Medicare profitability

Creating a Community Accountability Dashboard to Measure and Communicate PerformanceI'm interested in this topic!

Description/Educational Objectives:

As hospital information becomes more transparent, it is critical to strengthen the value-position of the organization. Hospitals that are able to increase value and communicate that position to residents should realize benefits in community perception and selection for services. This session will address these issues with the following objectives:

  • To understand different methods for estimating community benefit and value
  • To identify key dimensions of hospital value and related findings from a national hospital-value study
  • To provide ways hospitals can enhance value in their community

+Topics In Hospital Pricing and Reimbursement Issues (click to expand)

Regional/Operational Effects on Hospital Pricing and Strategies for Price DefenseI'm interested in this topic!

Description/Educational Objectives:

Hospital executives often consider the extent to which various environmental factors impact the organization’s price position. Using a national hospital study, these factors and their associated impact will be explored. Further, strategic responses will be discussed to address how a hospital can defend its price structure in light of its unique operating environment. This session will address these issues with the following objectives:

  • Understand the relationships of operating environment factors on hospital price through a national data study
  • Assess current price position with critical performance metrics for inpatient and outpatient areas
  • Defend hospital pricing in light of unique operating environments by implementing appropriate policies and strategic models

Establishing Defensible Pricing in Transparent TimesI'm interested in this topic!

Description/Educational Objectives:

Hospital pricing continues to receive scrutiny from media and community groups. In light of this increased attention, how do hospitals create a pricing strategy that is not only defensible to the community, but also profitable? The session will address this issue with three primary objectives:

  • To provide information regarding critical hospital pricing relationships
  • To present hospital pricing trends in the US
  • To describe how a hospital can implement a defensible pricing strategy that respects the bottom line

Billing and Coding: A Focus on Missed Reimbursement and Data QualityI'm interested in this topic!

Description/Educational Objectives:

Examining patterns in the coding and billing of patient claims data can yield valuable information that assesses the accuracy of payment, as well as data quality. Most facilities utilize either an internal or external claim ‘scrubber’ to ensure their claims are as accurate as possible, but many opportunities may be missed by not comparing patterns to industry standards. The session will address these issues with three primary objectives:

  • To demonstrate the value in examining patterns in coding and billing data
  • To provide benchmarks for data quality
  • To explore root causes of coding and billing errors

+Topics In Cost Control (click to expand)

Cost Reduction: Identifying the OpportunitiesI'm interested in this topic!

Description/Educational Objectives:

Increasing or sustaining profit levels with declining reimbursement is only possible through cost reduction. “How much cost saving is possible” and “where are the primary opportunities” are central questions to determine appropriate action strategies. However, the answers to these questions have become confused given the multitude of available information. This session will present a succinct methodology to determine the magnitude of cost savings available, the primary cost culprits, and the actionable strategies to improve performance. Learning objectives are to:

  • Simplify initial cost assessment through one primary performance metric
  • Follow logical data progressions to identify specific hospital cost opportunities
  • Understand how appropriate action strategies can yield performance improvement


+Speaker Bios (click to expand)

William O. Cleverley, PhD, is the founder and chairman of Cleverley + Associates, formed in January 2000. Prior to forming Cleverley + Associates, Dr. Cleverley was the President of CHIPS (Center for Healthcare Industry Performance Studies). He formed CHIPS in 1992 with Dr. Roger Harvey. United Healthcare acquired the firm in March 1998 and Dr. Cleverley remained on staff as a part-time employee until December 1999. Dr. Cleverley is also Professor Emeritus at The Ohio State University where he has taught courses in healthcare finance since 1973.


Dr. Cleverley is the author of over 40 books dealing with the application and use of financial management principles and data in healthcare organizations. In addition, he has authored over 160 articles on healthcare financial issues in a wide variety of both academic and professional journals.




James O. Cleverley, MHA, is the President for Cleverley + Associates, where he has worked since September 2003. Mr. Cleverley consults with hospital and healthcare organizations to identify financial and operating opportunities, as well as related strategies for performance improvement. Prior to joining the firm, he directed a statewide health services program for a medical association.


Mr. Cleverley has written several articles dealing with healthcare financial analysis and application, including the annual Community Value Index hospital survey. He was the recipient of the Healthcare Financial Management Association’s Yerger/Seawell Best Article award.


Mr. Cleverley received his Masters in Health Administration from The Ohio State University in 2004. He received his Bachelors of Science in Business Administration from The Ohio State University in 1999.




Scott Houk, CPA, serves as a Senior Strategic Advisor for Cleverley + Associates. Mr. Houk consults with hospital and healthcare organizations to identify financial and operating opportunities, as well as related strategies for performance improvement. Prior to joining the firm, Mr. Houk was a Senior Manager in the Health Sciences Advisory Services division of Ernst & Young.


Mr. Houk has over 18 years of experience working with hospital financial managers across the United States. His experience includes performing hospital cost-reduction studies and procedure pricing studies, analyzing Medicare Disproportionate Share, completing financial audits of hospitals and healthcare systems, and performing other projects including Medicare bad debt analysis, financial reviews, third party contractual reviews, and Medicaid payment appeals.


Mr. Houk received his B.A. in Business Administration with Accounting emphasis from Transylvania University in Lexington, KY in May 1993. He is a current member of the Healthcare Financial Management Association and Ohio Society of CPAs.




Lauree E. Handlon, MS, RHIA, CCS, CPC-H, FAHIMA, serves as the Director of Data Quality & Reimbursement. Ms. Handlon had previously been a Data Quality and Reimbursement Consultant since joining Cleverley + Associates in July of 2002. She primarily analyzes third party payer contractual arrangements for strategic pricing and regional comparisons. In addition, she performs concentrated Charge Description Master reviews. Ms. Handlon also conducts frequent regulatory research, monitors data integrity by identifying anomalies in the Medicare public claims data and client submitted claims data, and provides Medicare prospective payment system and coding & billing education. Prior to joining the firm, Ms. Handlon was the OCE/NCCI Auditor and Outpatient Coding Team Lead at The Ohio State University Medical Center.


Ms. Handlon received her Masters degree through the School of Allied Medical Professions from The Ohio State University in 2008. She received her undergraduate degree in Health Information Management and Systems from The Ohio State University in 2000. She is a member of the American Health Information Management Association and the American Academy of Professional Coders. Ms. Handlon currently serves as the President-Elect for the Ohio Health Information Management Association.






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