HFMA Wisconsin Chapter
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        • Past Member of the Year Recipients
      • Mentor of the Year >
        • Past Mentor of the Year Recipients
      • Newcomer of the Year >
        • Past Newcomer of the Year Recipients
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      • Rising Star >
        • Past Rising Star Recipients
      • Speaker of the Year >
        • Past Speaker of the Year Recipients
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      • Scholarships >
        • Past Student Award Recipients
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        • Mentor Application
        • Mentee Application
      • Student Advisors
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      • Member Spotlight Form
      • Member Position Update Form
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    • Become a Sponsor
    • Chris Ergen Sponsor of the Year Award
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    • Certification Training Module 2
    • Certification YouTube Training Module 1
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WI HFMA Chapter Resources
The following resources are provided to members to help them better understand the operations of HFMA Wisconsin, its leadership, policies, and strategic planning. For more information, please contact one of our chapter leaders.
Mission, Vision, & Values
Click Here
Leadership & Committees
Click Here

Strategic Plan
2021-22_hfma_wi_chapter_success_plan.pdf
File Size: 292 kb
File Type: pdf
Download File

Financials
2017-2018 WI HFMA Budget
File Size: 8 kb
File Type: pdf
Download File

2016-2017 WI HFMA Financial Statement (Signed)
File Size: 431 kb
File Type: pdf
Download File

Survey Results
Annual Survey
File Size: 72 kb
File Type: pdf
Download File

Bylaws
Amended & Restated Bylaws
File Size: 177 kb
File Type: pdf
Download File

Policies
Awards
File Size: 221 kb
File Type: pdf
Download File

Financial Records
File Size: 146 kb
File Type: pdf
Download File

Operating Budget
File Size: 63 kb
File Type: pdf
Download File

Chapter Guidelines for Mailing List.pdf
File Size: 138 kb
File Type: pdf
Download File

Financial Review
File Size: 623 kb
File Type: pdf
Download File

Programs
File Size: 158 kb
File Type: pdf
Download File

Conflict of Interest
File Size: 917 kb
File Type: pdf
Download File

Insurance Coverage
File Size: 123 kb
File Type: pdf
Download File

Records and Retention Guidelines
File Size: 906 kb
File Type: pdf
Download File

Depository Institutions
File Size: 350 kb
File Type: pdf
Download File

Investment Policy
File Size: 3975 kb
File Type: pdf
Download File

Whistleblower Protection
File Size: 339 kb
File Type: pdf
Download File

Expense Reimbursement
File Size: 183 kb
File Type: pdf
Download File

Officer Travel
File Size: 454 kb
File Type: pdf
Download File

Archived Policies
Expense Report
hfma_wi_expense_report_2023_updated_1.19.2023.xls
File Size: 33 kb
File Type: xls
Download File

  • Home
  • Start Here!
    • Join HFMA
    • Enterprise Membership
  • Chapter Info
    • Contact
    • Chapter Resources
    • HFMA National >
      • HFMA National Home
      • Chapter Resource Center
  • WI HFMA Leadership
    • Past Presidents
    • Message from the President
  • Events
    • WI HFMA 2022 Spring Conference & Annual Meeting
    • Past Conferences
    • Speak at WI HFMA
    • Webinars >
      • Upcoming Webinars
      • Past Webinars
      • Present a Webinar at WI HFMA
      • Recorded Webinars
  • Member Resources
    • Awards & Recognition >
      • Founder's Merit Awards
      • Member of the Year >
        • Past Member of the Year Recipients
      • Mentor of the Year >
        • Past Mentor of the Year Recipients
      • Newcomer of the Year >
        • Past Newcomer of the Year Recipients
      • President's Award
      • Rising Star >
        • Past Rising Star Recipients
      • Speaker of the Year >
        • Past Speaker of the Year Recipients
    • Students/Early Careerists >
      • Scholarships >
        • Past Student Award Recipients
      • Mentorship Program >
        • Mentor Application
        • Mentee Application
      • Student Advisors
    • Join our WI HFMA Email List
    • Volunteer
    • Spotlights >
      • Member Spotlight Form
      • Member Position Update Form
  • Sponsors
    • Become a Sponsor
    • Chris Ergen Sponsor of the Year Award
  • Certification
    • Certification Training Module 2
    • Certification YouTube Training Module 1
    • FHFMA Certified Members
    • CHFP Certified Members
    • CRCR Certified Members
    • Certified Specialist Members