Your financial prep guide for MGMA Financial Conference 2026
MGMA's Financial Conference runs March 1-3 at the Sheraton Phoenix Downtown. This is the most concentrated financial content MGMA offers. Sorso is not an exhibitor, sponsor, or speaker at this event. This is an independent prep guide for practice CFOs, financial leaders, and owners who want the depth.
The CFO read
For a financially focused practice CFO, this is the MGMA event that typically pays back fastest. Leaders Conference covers more ground but Financial Conference goes deeper on the topics that move money. Before Phoenix, get your monthly close to under 15 days. If you cannot, that is the most important thing to take away from the conference: a real plan to close faster, because every operational decision downstream depends on having current financials in hand.
— Stanislav Sukhinin, CFA · Founder, Sorso
Why this matters for your bottom line
Revenue cycle benchmarks discussed here directly affect cash flow. Even a one-percentage-point improvement in clean claim rate or a five-day reduction in days in A/R produces measurable working capital improvement.
Payer contracting strategy is one of the highest-ROI activities a CFO can take on. Contracts negotiated with benchmark data as evidence routinely produce rate increases that compound year over year.
Financial reporting standards in practices vary widely. Practices with monthly financial close discipline make better decisions than practices with quarterly or annual reporting cycles.
Tax and entity structure sessions can produce material owner-level savings, especially in pass-through entities where small structural changes affect personal tax liability.
What to look for
Revenue cycle benchmarking sessions with specific metric targets by specialty
Payer contracting workshops covering negotiation tactics, contract review, and termination strategy
Cost accounting sessions for practices: how to allocate overhead, calculate true cost per visit, and segment service line profitability
Cash flow management and working capital optimization, especially in practices with payer mix volatility
Tax and entity structure sessions for owners and partnerships
Financial reporting and KPI dashboard design for practices under $50M
Financial prep checklist
Review these before you go.
Reconcile your revenue cycle KPIs: denial rate, days in A/R, clean claim rate, net collection rate
Run your monthly close timing: how many days after month-end do you have a finalized P&L
Inventory your payer contracts with renewal dates and last negotiated rate adjustment
Audit your overhead allocation methodology and your true cost per visit by service line
Walk through your last three years of tax returns and identify any structural changes worth modeling
Compare your operating margin and cash position against MGMA data for your practice size
Before MGMA Financial Conference 2026, get your own numbers straight
Walk in able to hold every benchmark on the slides against your own practice. Three ways owners start with us:
Physical Therapy Accounting & CFO
Built for PT clinic economics
Visit-based margins, the 8-minute rule, payer mix, and multi-site P&L — for physical therapy owners. From $2,000/mo.
Explore your specialty →Accounting
Healthcare-specialist accounting
Books done right by people who understand clinic finance. Starts at $2,000/mo.
Explore Accounting →Free Assessment
A financial checkup before you go
Four minutes. See where your practice stands so every session is measured against your own numbers.
Take the assessment →
Founder of Sorso and a CFA charterholder. Before Sorso, Stan spent 19 years in corporate finance at institutions including UniCredit and Société Générale — managing a $450M loan portfolio and making senior partner at a major mezzanine lender by 29 — then built a fractional CFO firm exclusively for outpatient healthcare clinics.