Finance Mastermind Group 1 - 2020
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Finance Mastermind Group 1 -  2020

1/28/2020 to 6/24/2020
When: January to June 2020
Where: United States

Online registration is closed.
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A mastermind group is a dedicated group of professionals that meet on a regular basis to discuss issues important to them. VHMA peer-to-peer Mastermind Groups are typically led by a thought leader who moderates discussions and facilities organization of the group.


VHMA Financial Mastermind Groups are facilitated by Marsha L. Heinke, CPA, Inc. (MLHCPA) staff - a leader in practice management, with special emphasis in financial stewardship through a team of accounting professionals.


Functioning as course content providers, the MLHCPA learning facilitators focus on essential financial management skills which will be tailored to the extent possible based on course participant experiential and prior educational history.


VHMA Finance Mastermind Groups run for a six-month term, and meet live online monthly for 90 minutes each month. Each monthly meeting will include: a reading assignment to help prepare participants in advance of the on-line facilitated session; instructor presentation of prepared content on selected veterinary practice financial management issues interspersed with group Q & A; and tools and resources specific to the monthly topic. Participants are encouraged to contribute problems, solutions, war-stories and best tips to help their colleagues and keep a lively discussion going, during the sessions as well as in the private forum between sessions.


VHMA's Financial Mastermind group members belong to a private community within VHMA's MemberConnect to communicate and share resources throughout the six month term. This online community will be available only to course registrants and the instructors. Once the course closes, the instructors will cease monitoring and interacting in the online community.

Participation in the group will allow members to:

  • Learn and apply fundamental practice financial management principles
  • Have access to CPAs and accounting professionals who work exclusively with veterinary practices on expansive areas of management
  • Acquire templates and resources that support policy and procedure
  • Enhance data collection and interpretation skills
  • Improve practice systems and internal controls
  • Learn best practices and pitfalls through interactions with other VHMA professionals who have experienced the same issues
  • Receive advice on how to accomplish more efficient and effective practice operations


2020 Group 1:

Wednesday, February 26, 2020 from 2:00 pm to 3:30 pm ET
Wednesday, March 25, 2020 from 2:00 pm to 3:30 pm ET
Wednesday, April 29, 2020 from 2:00 pm to 3:30 pm ET
Wednesday, May 27, 2020 from 2:00 pm to 3:30 pm ET
Wednesday, June 24, 2020 from 2:00 pm to 3:30 pm ET
Wednesday, July 22, 2020 from 2:00 pm to 3:30 pm EST


Future groups and program dates TBA.


1.5 CVPM continuing education credits will be available monthly (9 continuing education hours for the full program). Attendance will be taken at each meeting.

The COURSE TOPIC AGENDA is as follows, and the level of teaching will be tempered to the group participants’ experience and education: 

  • Key to Patient Care and Client Service: Revenue
  • Safeguarding Revenue: Internal Controls
  • Data Collection Perfected: Using a Chart of Accounts
  • The Ins and Outs of Financial Reporting:  Financial Statements
  • Data Analytics and Determining Profitability
  • Planning and Analysis using Software Tools: Spreadsheet Basics

Please note that any group discussion relating to tax laws and regulations is focused on U.S. law only.



(your practice's data will not be shared within the group - it is for the participating member's use only):

  1. QuickBooks or other bookkeeping program data.
  2. Financial statements (balance sheet, income statement, statement of cash flows) as prepared by practice’s accountant. Otherwise, ability to generate said reports from QuickBooks or similar bookkeeping program.
  3. VPIMS data and reports such as production by doctor, revenue center, fee schedule, etc.

VHMA's Financial Fundamentals Mastermind Group is only available to VHMA Members. Registration is $695 to participate in the six-month group. Seating is limited to  15 participants per group - don't miss this opportunity, register now.


Assigned reading will be from Practice Made Perfect: A Guide to Veterinary Practice Management, 2nd Edition (AAHA Press) – purchase an autographed copy for $94, including shipping (a 12% savings from the list price) when you register, should you need a copy.


This is a great opportunity to get financial management continuing education without the expense of travel!



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