accelerate financial action landing page header toolkit
Jen Rosio, University of Utah Health
leadership
Financial Action Plan: Finance Toolkit
Leaders and experts across the system collaborate to share resources and insights, empowering teams to cultivate long-term financial strength.
 
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eam members and leaders at every level are working together to focus on the Hospitals and Clinics (UUHC) Financial Action Plan. This takes incredible perseverance and collaboration which has generated significant progress for our system over the past fiscal year. This is just the beginning of our multi-year journey towards financial strength, to ensure we can meet the needs of our growing teams, programs, and community. 

Part of this journey has demonstrated the need for more education and information regarding our finances and the processes involved that leaders oversee. That is why we have created a series of brief articles focused on all things finance, from a variety of leaders across the system. While these articles may not answer every question related to finance and budgeting, we hope they empower leaders to engage in the process and learn together!

Toolkit Articles:

Finance can provoke anxiety among staff, many of whom were never trained in finance, yet now find themselves responsible for contributing to the overall financial well-being of our system. Finance leaders Casey Moore and Clint Reid offer a basic vocabulary to help establish a shared financial language at University of Utah Health.

Understanding financial reports is crucial for leaders making informed decisions for their teams and departments. Finance leaders Clint Reid, Casey Moore, and Robert Dickson walk us through some of the most common reports that leaders can utilize in operations and strategy.

Navigating budgets and finance can be a daily responsibility for managers, which is not always an easy task. Finance experts Casey Moore and Robert Dickson share the importance of and best practices for Management Reporting and how it can help you become a better leader.

The annual Operating Budget is a structured process that pairs frontline manager expertise with powerful financial forecasting tools to help the organization stay on track. The Central Finance Team’s Casey Moore and Robert Dickson demystify the process to help you navigate budget season.

System leaders Iona Thraen, Jake Van Epps, Ischa Jensen, and Clint Reid provide guidance for frontline leaders to make the hard financial calls a little easier. 

In-Patient nursing leaders Trell Inzunza, Shegi Thomas, Kim Meyer, and Stewart Van Cleave share examples of how leaders can be good stewards of finance through individual, team, and organizational practices. 

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