Healthcare ESG Reporting
Learn how to align healthcare operations with environmental, social, and governance (ESG) best practices. This course covers ESG reporting standards, metrics, and implementation strategies tailored to the healthcare industry.
Course Description
Environmental, Social, and Governance (ESG) reporting is quickly becoming essential in today’s healthcare landscape. This course offers finance, accounting, and healthcare professionals a comprehensive understanding of ESG principles and how to apply them in a healthcare setting.
You’ll explore key ESG frameworks like GRI, TCFD, and the GHG Protocol, dive into healthcare-specific metrics such as community benefit spending and environmental impact, and learn how to report ESG data internally and externally—including Schedule H of Form 990.
The course also outlines practical steps for implementing ESG strategies, developing internal controls for data assurance, and integrating ESG with financial reporting. Through real-world examples and a detailed case study, you’ll gain the tools to drive transparency, compliance, and sustainability in your organization.
Ideal for healthcare finance professionals, CPAs, compliance officers, and sustainability leads. No prior ESG experience required.
In this course, you'll learn...
Course Objectives
To understand the components of ESG (Environmental, Social, and Governance) reporting in a healthcare context.
To identify key metrics and strategies for reporting social impact and community health outcomes.
To evaluate environmental risks and opportunities related to healthcare operations.
To apply ESG reporting practices to align with financial reporting and stakeholder expectations.
How you'll apply these skills...
Integrate ESG Metrics into Financial Reports: Align sustainability and financial data by incorporating ESG disclosures into annual reports, MD&A sections, and standalone sustainability statements.
Design ESG Data Controls: Establish and monitor internal controls to ensure the accuracy, integrity, and audit readiness of ESG-related data and metrics.
Apply ESG Reporting Frameworks: Use standards like GRI, TCFD, and the GHG Protocol to evaluate material risks, track key performance indicators, and meet stakeholder expectations.
Quantify ESG Financial Impact: Assess cost savings, operational efficiencies, and access to green financing from initiatives such as energy upgrades and waste reduction.
Support Regulatory Compliance: Report environmental and community benefit data in accordance with IRS Schedule H and applicable federal, state, or local ESG mandates.
Course Instructor
Michael Carroll, CPA, CISA, CISM
Michael is an accounting and information security professional. He is also an Adjunct Professor at several higher education institutions, where he is responsible for teaching various accounting and information technology courses.
Michael earned his MBA in Accounting and B.S. in Accounting / Accounting Information Systems from Canisius University. Additionally, Michael is a Certified Public Accountant (CPA) and a Certified Information Systems Security Professional (CISSP). Michael is a current member of the NYCPA’s Education Committee and has been an Advisory Board Member for the Academy of Finance (AOF) since 2020.
Michael enjoys traveling, hiking, and watching the Buffalo Bills. He has also participated in several marathon events.
Course Content
Additional Info
Format
5-20 min. videos, 2 quizzes, and a final assessment
Field of study
Business Management and Organization
CPE Credits
CPEs 2.5
Prerequisites
Completion of Wisdify’s prior courses in Healthcare Accounting & Finance (Recommended)