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.
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
Virtual format means lower travel cost but higher attention risk. Practices that block calendar time and treat sessions like in-person attendance get materially more out of the content.
MGMA's data-driven sessions translate directly into operational changes. Even a single staffing ratio adjustment based on what you hear can produce ROI that exceeds the registration cost many times over.
Online networking is harder. Practices that pre-identify the discussion forums and breakout groups before day one tend to walk away with peer connections that justify attendance on their own.
On-demand access extends the value if you actually use it. Most attendees never go back and watch the recordings, which is leaving learning capital on the table.
What to look for
MGMA DataDive snapshots: the most current benchmarks for revenue per provider, overhead, and staffing ratios
Operational efficiency sessions with measurable before-and-after data, not vendor pitches
Payer contracting workshops, especially around using benchmark data in rate negotiations
Patient access and scheduling sessions that show how to lift visit volume without adding providers
Technology ROI case studies for practices under $20M in revenue, not enterprise health systems
Workforce sessions on clinical staff retention and right-sized support staff ratios
Financial prep checklist
Review these before you go.
Refresh your MGMA-style benchmarks: overhead rate, revenue per provider, support staff per provider FTE
Run year-over-year change in operating margin and identify the largest moving line items
Set a target for each of your top 3 operational priorities for the next 6 months
Audit your no-show rate, slot utilization, and time-to-third-next-available appointment
Inventory every recurring vendor contract over $1,000 per month and flag those due for renegotiation
Block your calendar for the full virtual window and treat it like an in-person event
From our CFO
If Summit 2027 keeps the virtual format of recent editions, remember: virtual conferences are where good intentions go to die. The registration is cheap, the calendar is open, and the inevitable result is that you watch one keynote and then dip into email during every other session. If you are going to register for MGMA Summit, commit to it. Block the time, mute Slack, and bring your benchmark data ready to compare. Otherwise, save the money and go to MGMA Leaders in person.
Get a financial checkup before MGMA Summit 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.