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Preparing For Quarterly Board Meetings

Make your board meetings productive, efficient, and compliant.

The resources below have been crafted to assist surgery center leaders in effectively preparing for quarterly board meetings. Discover tips for setting agendas, presenting key financial data, addressing operational challenges, and fostering strategic discussions. Equip yourself with the knowledge and confidence needed to lead successful board meetings and drive your surgery center towards sustained excellence.

Benita Tapia Simplifying Board Meetings with a Financial Committee
Podcast
Benita Tapia: Simplifying Board Meetings with a Financial Committee
Benita Tapia leads Cedars-Sinai’s quarterly board meetings covering four locations. She implemented a financial committee to review key topics like budgeting and staffing beforehand, streamlining discussions and boosting meeting efficiency and productivity.
WATCH VIDEO
Kate Perlstrom An Essential Guide to Quarterly Board Meeting Agendas
Podcast
Kate Perlstrom: An Essential Guide to Quarterly Board Meeting Agendas
Kate Perlstrom is the Director of Surgical Services at Providence Mission Surgery Center, and she’s on today to share her 9-part agenda, tips for holding successful meetings, and common mistakes she’s experienced.
WATCH VIDEO
Tina Piotrowski QA How to Prepare for and Navigate Board-Level Conversations
Podcast
Tina Piotrowski – Q+A: How to Prepare for and Navigate Board-Level Conversations
Tina Piotrowski, CEO of Copper Ridge Surgery Center, joined HST’s ASCA panel to discuss navigating board-level conversations. Due to high interest, she’s now addressing additional audience questions from the session.
WATCH VIDEO
Board Meetings 101
Slide Decks
Board Meetings 101
This presentation explores effective board meeting strategies, including preparation, quarterly agenda planning, CMS compliance, time-saving techniques, essential metrics, and best practices for running productive meetings that drive surgery center success.
DOWNLOAD
Repeatable Agenda Key Metrics to Share
Cheat Sheets
Repeatable Agenda + Key Metrics to Share
This one-page cheat sheet simplifies board meetings with a streamlined agenda, essential key metrics, and time-saving tips, helping you run efficient and productive meetings with ease.
DOWNLOAD
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Surgery Center Management
Electronic Charting
Scheduling & Care Communication
Patient Estimates
Patient Engagement
Case Profit Estimations
Patient Payments
Raw Surgery Center Data

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