Winter Institute


The Winter Institute Committee is responsible for planning and conducting the Chapter’s annual Winter Institute. The Committee is responsible for assuring that the seminar topics meet the needs and interests of the membership. The Committee must also evaluate the Institute relative to HFMA traditions and practices.


A. Plan, develop, market and conduct the annual Winter Institute. The Institute should include at
least one and one half days of educational programming, which is innovative, professional,
high-quality, relevant to current events, and based on the needs and interests of Chapter
members. The Institute must be planned according the financial budget approved by the Chapter

B. Coordinate the programming with the Vice President of Education to comply with Davis Chapter
Management scoring requirements and to offer a balanced educational opportunity to the

C. Provide detailed registrant information subsequent to the Institute to the Chapter Secretary to
facilitate Davis Chapter Management and Founder’s Award scoring.

D. Complete the monitoring and evaluation of the Institute and communicate the results to the Vice
President of Education.

E. Provide a stimulating environment that promotes classroom learning, member networking and
recreational opportunities.

F. Attract potential members who may be involved with complimentary professional organizations
and other facets of the healthcare delivery system.


Hannah Wieshalla & Courtney McNamee