Phone: +1 (404) 494-6077 • HQ: Florence, SC
Your board needs answers—not complexity.
From OBBBA to Operating Plan: The 2026 Financial Playbook for Healthcare CEOs, CFOs, and Board Members
Executive-level briefing and strategic Q&A translating federal budget and reimbursement dynamics into clear FY26 operating plan decisions—built for leadership teams and boards who need clarity, not complexity.
Designed For
Why this webinar is needed
- FY26 planning assumptions are shifting—federal budget and reimbursement signals are increasing uncertainty around margin durability, payer mix, and the pace of value-based care.
- Many organizations are not modeling margin pressure scenarios deeply enough to support board-level decision making.
- Risk-based contracts are advancing faster than operational and financial readiness, increasing downside exposure.
- Boards want clarity and defensible options—without overwhelming complexity.
What you'll walk away with
- A practical FY26 financial planning lens for translating OBBBA-related policy dynamics into operating plan decisions.
- A board-ready approach to framing margin pressure, scenario logic, and risk readiness—without overengineering models.
- A clear executive "playbook" structure you can use to align finance, operations, and strategy.
- Executive Q&A to pressure-test assumptions and governance alignment.
What Healthcare Leaders Are Saying
"Melissa's strategic frameworks helped us navigate $15M in margin pressure while maintaining quality metrics. Her approach is exactly what boards need—clarity without complexity."
"Board-ready insights that translate directly into action. This is the financial leadership our sector needs for 2026 planning."
Select your session
Register
Webinar Agenda (90 minutes)
- 1:00–1:05 PM ET | Executive Welcome & Session Framing
- Purpose of the session and FY26 planning context
- Why traditional operating plans require a reset
- What boards and executive teams need clarity on now
- 1:05–1:20 PM ET | FY26 Policy & Reimbursement Landscape
- Key federal budget and reimbursement signals impacting FY26
- Margin compression drivers hospitals and health systems are facing
- Payer mix and value-based care acceleration considerations
- What Premier and industry analyses are signaling for leadership teams
- 1:20–1:40 PM ET | Margin Pressure & Risk Readiness Reality Check
- Why margin pressure scenarios are often under-modeled
- Common gaps in financial readiness for advancing risk-based contracts
- Stress-testing assumptions without overcomplicating models
- Executive-level signals boards are asking for—but not always receiving
- 1:40–1:55 PM ET | Translating OBBBA into the FY26 Operating Plan
- Moving from policy awareness to financial execution
- Framing FY26 decisions in a board-consumable format
- Aligning leadership teams around a clear financial narrative
- What a "playbook" approach looks like at the executive level
- 1:55–2:00 PM ET | Key Takeaways & Transition to Q&A
- Top financial planning priorities for FY26
- Questions executives should be asking internally
- How to use this framework immediately with boards and leadership teams
- 2:00–2:30 PM ET | Executive Q&A
- Live executive and board-level questions
- Clarification on planning assumptions and governance alignment
- Practical application considerations for FY26 discussions
Instructor: Melissa Frierson, MBA
Founder & CEO | Liberty Healthcare Financial Strategist | Liberty Healthcare Leadership Academy
23+ Years Finance Leadership Experience
I help healthcare CEOs, CFOs, and boards cut through complexity and make confident financial decisions, especially when the stakes are highest. I also equip Controllers, Finance Directors, and emerging healthcare finance leaders with the strategic frameworks needed to support executive decision-making and advance their careers.
What Makes My Training Different
No Theory. Just What Works.
My approach is built on 23 years leading healthcare finance across hospitals, FQHCs, behavioral health, and tribal health organizations ($50M–$1.2B revenue). I've navigated margin compression, federal funding uncertainty, and operational crises firsthand—and I teach you the exact frameworks that work under pressure.
Board-Ready Insights in 90 Minutes
You don't have time for academic lectures. My sessions deliver:
- Clear financial frameworks you can implement immediately
- Board-consumable language that aligns governance and operations
- Practical scenarios tested against real healthcare challenges
- Direct Q&A to pressure-test your specific situation
Support Beyond the Session
You receive the recording and executive slide deck within 24 hours—plus direct access to me for urgent questions during implementation.
Who Benefits From My Training
- C-Suite Executives: CEOs and CFOs navigating margin compression, federal funding uncertainty, and board-level financial governance
- Senior Finance Leaders: Controllers, Finance Directors, and VPs of Finance who need to translate complex policy into operational strategy and support executive decision-making
- Board Members: Governance leaders requiring clear, defensible financial narratives without overwhelming complexity
- Emerging Leaders: Healthcare finance professionals preparing for expanded strategic responsibilities
Healthcare Entities & Sub-Sectors I Serve
- Hospitals & Health Systems: Community hospitals, critical access hospitals, regional health systems, and academic medical centers
- Federally Qualified Health Centers (FQHCs): Community health centers navigating 340B programs and federal funding dynamics
- Behavioral Health Facilities: Psychiatric hospitals, substance abuse treatment centers, and integrated behavioral health organizations
- Tribal Health Organizations: Indian Health Service facilities, tribal hospitals, and 638 contract health programs
- Specialty Care Providers: Rehabilitation hospitals, long-term acute care facilities, ambulatory surgery centers, and specialty physician practices
- Post-Acute Care: Skilled nursing facilities, home health agencies, and hospice organizations
My Expertise
- FY26 operating plan development amid federal budget uncertainty
- Margin pressure scenario modeling and risk readiness
- Crisis management and turnaround strategy
- 340B program optimization and federal contracting
- FQHC/tribal health financial sustainability
- Controller-to-CFO strategic competency development
Credentials That Matter
- MBA | CPA Candidate | Healthcare Award Contract Officer
- 23+ years progressive healthcare finance leadership
- Zero adverse regulatory findings
- Specialized in distressed entity stabilization and value-based care transition
Why Healthcare Leaders Choose This Training
"Board-ready insights that translate directly into action. This is the financial leadership our sector needs for 2026 planning."
— CEO, Community Hospital Network
My commitment is simple: You will leave with a framework you can use in your next board meeting—guaranteed.
Questions? Email melissa@friersoncfo.com or call +1 (404) 494-6077
FAQ — FY26 Operating Plan Briefing
1. Will this session be recorded?
Yes. All registrants receive the recording and an executive summary slide deck within 24 hours.
2. Who is this briefing designed for?
Healthcare CEOs, CFOs, COOs, senior finance leaders, board members, and strategy teams responsible for FY26 planning.
3. Is this applicable to smaller systems (<$100M)?
Yes. The framework scales across organization sizes, including community hospitals, FQHCs, and multi-clinic networks.
4. Can my full leadership team attend?
Absolutely. Group participation is encouraged. Contact melissa@friersoncfo.com for group access (3+ executives).
5. What will I walk away with?
A board-ready FY26 operating plan framework, margin scenario templates, and sector-specific financial assumptions.
6. Do I need to prepare anything before attending?
No preparation is required. Many leaders bring draft FY26 assumptions to refine during the session.
7. Will sector-specific considerations be covered?
Yes. The Q&A includes tailored guidance for hospitals, FQHCs, behavioral health, government-affiliated providers, and PE-backed platforms.
8. What if I can't attend live?
You'll still receive the full recording, executive summary, and all included templates.
9. Can I request a private FY26 planning session for my organization?
Yes. Private executive briefings and board-specific planning sessions are available upon request.
10. How do I get notified about future sessions?
Email melissa@friersoncfo.com to receive priority access when additional FY26 and FY27 sessions are released.
11. Is this session relevant for distressed or turnaround environments?
Yes. The framework includes liquidity, margin, and close-cycle strategies specifically for distressed systems.
12. Will you address FQHC-specific requirements (HRSA, OMB, cost reports)?
Yes. FQHC considerations are built into the briefing and expanded during Q&A.
13. Does this session include templates or tools?
Yes. You'll receive margin modeling templates, scenario planning tools, and a board-ready FY26 framework.
14. Can PE-backed or multi-entity platforms benefit from this?
Absolutely. The session covers integration, scaling, and portfolio-level financial planning considerations.
15. Is this an educational session or a consulting engagement?
This is an educational executive briefing. No PHI is requested or required, and participation does not establish a fiduciary or advisory relationship.