Your financial prep guide for MGMA Operations Conference 2027
No 2027 dates from MGMA yet for the Operations Conference — the 2026 edition ran April 12-14 in Charlotte. The content is operational, but every operational decision has a financial consequence. Sorso is not an exhibitor, sponsor, or speaker at this event. This is an independent prep guide for practice administrators and operations leaders.
What this event is
MGMA — the Medical Group Management Association — is the professional body for medical practice administrators and executives. Its Focus conferences each spend two to three days on a single discipline; this one covers operations.
Expect content on scheduling and patient access, staffing models, front-office workflow, and the operational metrics that determine whether a practice runs smoothly or burns out its staff. It is built for administrators and operations leads rather than clinicians.
The reason a finance-focused firm tracks an operations conference: every operational metric in that agenda has a dollar consequence, and the owners who translate between the two get more out of the event than anyone else in the room.
Why this matters for your bottom line
Operational efficiency is the most controllable lever in practice profitability. Reimbursement rates are set externally, but visit throughput, no-show rates, and staffing ratios are within your control.
Patient access (how quickly patients can be seen) directly drives revenue. Practices with shorter time-to-third-next-available appointment consistently grow patient panels faster than slower peers.
Staffing ratios are the largest line item in most practice budgets. Right-sized ratios (not over-staffed, not understaffed) often produce annual savings or capacity gains worth six figures even in mid-size practices.
EHR optimization is rarely treated as a financial project, but the time saved by clean templates and automation translates directly into more visits per provider per day.
What to look for
Patient access and scheduling sessions with specific throughput benchmarks
Workforce optimization workshops covering staffing ratios by specialty
EHR and workflow automation sessions with measurable time savings, not vendor pitches
No-show reduction strategies and their revenue impact in different patient populations
Front office and check-in process redesign with implementation playbooks
Quality and patient experience sessions tied to financial outcomes (referrals, retention, reviews)
Financial prep checklist
Review these before you go.
Price your no-show and late cancellation rate: dollars of unfilled slots per month, not just percentages
Run time-to-third-next-available appointment by provider and visit type
Audit your staffing ratios: support staff per provider FTE, billers per provider, MAs per exam room
Walk through visits per provider per day and the variance between top and bottom performers
Inventory your EHR template library and pick the three highest-volume visit types for workflow audit
Compare your operational metrics against MGMA medians for your specialty and practice size
From our CFO
Operations and finance are the same conversation in different languages. Every operational improvement that you can measure in minutes saved or visits added has a dollar value, and most practice administrators do not translate the two consistently. Before the dates drop, pick your three biggest operational pain points and put a dollar figure on each. That way every session you attend can be evaluated on whether the proposed solution actually moves the right number.
Get a financial checkup before MGMA Operations Conference 2027
Take the 4-minute financial assessment. Know your numbers before you attend, so you can ask better questions and make better decisions.
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.