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Education & Events

We strive to bring the New Hampshire/Vermont Chapter HFMA members educational seminars that address current issues and are presented by renowned healthcare speakers. Our meetings are usually monthly (except in the summer) and are normally held at various locations in order to better serve our New Hampshire and Vermont members. Click here for a current Education Calendar FY19.

Below you will find the brochure and registration form for our most current educational seminars.

Recorded Webinars: Please refer to our Recorded Webinar page under the Education and Events tab for previously recorded chapter educational webinars.

Upcoming events

    • 18 Dec 2018
    • 2:00 PM - 4:00 PM
    • UVMC Business & Technology Center, South Burlingon, VT
    HFMA CERTIFICATION
    University of Vermont Medical Center
    Business & Technology Center
    South Burlington, Vermont

    Program Objective: This Certification Workshop is intended to provide all NH/VT Chapter Members with an overview of the various Certification programs. These HFMA certifications will equip members to improve their job performance and advance their careers. The knowledge that you learn applies to challenges you face today and provides credentials that will set you apart for tomorrow.

    What you will learn:

    • Various types of HFMA Certifications
    • Basic concepts for each type of certification
    • Resources available for successful completion of each certification program
    Key takeaways:
    • A certification program is available for everyone
    • Guidance to certification resources
    • Program Costs & Incentives available for HFMA members
    Who Should Attend:

    All HFMA members who are seeking some level of healthcare certification.

    Click below for registration link:
    http://www.cvent.com/d/8bq4hz?RefID=summary18

    • 23 Jan 2019
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    SAVE THE DATE
    Excel Series 1
    Power Query Basics (Advanced)


    Do you ever import data into Excel, and then spend a bunch of time manually preparing it for use? Perhaps you delete extra columns or rows. Maybe you need to split a single column into multiple columns, or, combine multiple columns into a single column. The good news is that many of these transformations can be fully automated with Excel! Power Query is an incredibly powerful tool that, at a high level, helps us retrieve data from a variety of sources and prepare it for use. In this session, we’ll use Power Query to help with several common tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several csv exports. If you frequently export/import data from one system to another, you will want to understand how to use Power Query to streamline your work. Learning objectives: (1) recall the steps to create a new query; (2) identify commands that transform data; and (3) state the process to return the transformed data to Excel.
    • 29 Jan 2019
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    SAVE THE DATE
    Excel Series 2
    Mapping Tables (Intermediate)


    When you need a report that your accounting system doesn’t provide, you probably turn to Excel to create the report. In this session, we will explore the features, functions, and techniques needed to help automate these types of reports. For example, you want to export a trial balance and you want Excel to pull the values into the proper lines in a balance sheet, even when the labels are different and even when many accounts need to roll up to a single report line. By the end of the session, you’ll learn how to structure your reporting workbook so that your Excel formulas automatically summarize the exported accounting system data.
    • 06 Feb 2019
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    SAVE THE DATE
    Excel Series 3
    Power Pivot Basics (Advanced)


    Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible…but, they do have limitations. If you have ever encountered one of these limitations, you’ll be excited to learn that by using Power Pivot, you’ll be able to bypass many of the restrictions that exist with traditional PivotTables. Power Pivot provides a new data source for PivotTables, and essentially combines the flexibility of formula-based reports with the PivotTable engine. Microsoft provides Power Pivot free for most editions of Excel for Windows 2010 and forward (currently, it is unavailable in Excel for Mac). In this session, we’ll explore Power Pivot and the data model, build PivotTables from multiple tables, create calculated columns, and write measures. If you frequently build PivotTables and would like to do more with them, you’ll want to understand how Power Pivot can enhance your reports and workflow. Learning objectives: (1) recall the steps to access the Power Pivot window; (2) identify the process to create table relationships; and (3) state the procedure for building named sets.
    • 12 Feb 2019
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    SAVE THE DATE
    Excel Series 4
    How Do You Do This in Excel (Intermediate)

    How do you get from your house to the store? Do you walk? Ride a bike? Drive a car? All of these methods will get you there, but, some are faster than others. The same is true in Excel. There are often several ways to accomplish any given task in Excel. But, not all options provide the same efficiency. For example, let’s say you need to compute a report subtotal, such as the fixed assets subtotal. How do you do this in Excel? Do you use the SUM function? If so, it may surprise you to learn that there is a more efficient option. In this session, we’ll examine several common Excel tasks and then discuss our options.
    • 20 Feb 2019
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    SAVE THE DATE
    Excel Series 5
    Better Together (Power Query and Power Pivot) (Advanced)


    Excel users have prepared reports the same way for decades…formulas and PivotTables. Typically, we export data from an accounting system, copy and paste it into an Excel workbook, clean and prepare it for use, and then use PivotTables and/or functions such as VLOOKUP and SUMIFS. But, that workflow is manual and slow. In this session, we’ll use Power Query and Power Pivot to improve our workflow. Specifically, we’ll use Power Query to get and shape external data. We’ll send the query results into the data model. We’ll use Power Pivot to organize tables and create measures and then use them as the source for PivotTable reports. If you frequently build formula-based or PivotTable reports, join this session to learn how Power Query and Power Pivot can help. Learning objectives: (1) identify which tool in Excel helps to import and transform data; (2) state the process for relating tables in Power Pivot; and (3) recall a benefit of using Power Query and Power Pivot when building PivotTables.
    • 26 Feb 2019
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    SAVE THE DATE
    Excel Series 6
    The Two Most Important Excel Functions for Accountants (Intermediate)

    How do you get from your house to the store? Do you walk? Ride a bike? Drive a car? All of these methods will get you there, but, some are faster than others. The same is true in Excel. There are often several ways to accomplish any given task in Excel. But, not all options provide the same efficiency. For example, let’s say you need to compute a report subtotal, such as the fixed assets subtotal. How do you do this in Excel? Do you use the SUM function? If so, it may surprise you to learn that there is a more efficient option. In this session, we’ll examine several common Excel tasks and then discuss our options.

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