Your financial prep guide for MGMA Summit 2027
MGMA hasn't announced dates or format for Summit 2027 yet; the 2026 edition was a three-day virtual conference in early June. Sorso is not an exhibitor, sponsor, or speaker at this event. This is an independent prep guide for clinic owners and practice managers.
The CFO read
Cheap registration and an open calendar are how virtual events turn into one keynote plus three days of email. If 2027 keeps the virtual format, decide up front whether you are attending or just registering: block the days, silence the channels, and keep your benchmark numbers open next to the sessions. Half-attending is worse than skipping, and the MGMA Annual Conference in person beats a Summit you did not really watch.
— Stanislav Sukhinin, CFA · Founder, Sorso
What this event is
MGMA Summit is the Medical Group Management Association's lower-cost, broader-agenda event — the 2026 edition ran as a three-day virtual conference. Where the Focus conferences go deep on one discipline, Summit covers practice management wall to wall.
It suits teams that cannot justify conference travel: practice managers early in their careers, multi-hat office managers, and owners who want a structured overview rather than a deep dive. The trade-off is depth — and the discipline required to actually attend sessions you paid nothing to skip.
Why this matters for your bottom line
The low cost of virtual cuts both ways: no travel budget needed, and no travel commitment keeping you in the room. Attendees who calendar-block the sessions get materially more out of the content.
One staffing-ratio change made because of a session can repay the registration fee many times over. MGMA's data-heavy content converts to operational moves unusually well.
Peer connections take deliberate effort online. Scan the forums and breakout list before day one and pick your rooms; that alone can justify attending.
The recordings are part of what you paid for. Almost nobody watches them, which means the follow-up watch list you build during the event is nearly free value.
What to look for
The DataDive-based sessions: current numbers on revenue per provider, overhead, and staffing
Efficiency content with real before-and-after measurements, not product demos
Payer-contracting material, particularly how benchmarks get used at the negotiating table
Access and scheduling sessions on growing visit volume with the providers you already have
Technology ROI stories from practices under $20M in revenue, not enterprise systems
Retention and staffing content for clinical teams
Financial prep checklist
Review these before you go.
Update your benchmark sheet: overhead rate, revenue per provider, support staff per provider FTE
Compute the year-over-year move in operating margin and name the line items that drove it
Write down a six-month target for each of your top three operational priorities
Check your no-show rate, slot utilization, and time-to-third-next-available
List recurring vendor contracts above $1,000 per month and mark the renegotiation candidates
Reserve the full event window in your calendar the day dates are announced
Before MGMA Summit 2027, get your own numbers straight
Walk in able to check every benchmark on the slides against your own numbers. Three ways owners start with us:
Fractional CFO
Strategic CFO for $3M–$50M clinics
Forecasts, location-level P&L, and exit prep. Starts at $4,000/mo.
Explore Fractional CFO →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.