Webinar
Data culture: Sage Intacct financial and business office strategies
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Join Baker Tilly and AvidXchange for a game-changing webinar designed specifically for finance leaders in healthcare! As the financial landscape of healthcare continues to evolve, adopting a data-driven approach is essential to navigating challenges and driving growth. Discover how a data-first mindset can enhance strategic decision-making and bolster your organization’s resilience in the face of constant change.
What you’ll learn:
- Understanding the drivers: Explore the critical factors compelling organizations to cultivate a data-driven culture and how this approach can bolster strategic decision-making and adaptability.
- Assessing benefits and planning: Review essential steps for evaluating the advantages of a data-driven culture, developing a comprehensive implementation plan, and securing stakeholder buy-in to ensure a successful transition.
- Real-world case study: Learn how a community clinic embraced a data-driven culture to tackle challenges like prolonged approval processes and high turnover. Find out how they achieved greater efficiency without impacting operations.
Who should attend: - Controllers, CFOs, directors of finance and business unit executives in the healthcare industry with responsibility for next-generation accounting and reporting for driving business decisions.
CPE credit: this event does not qualify for CPE
Lincoln Donaldson
Senior Manager, Baker Tilly
Lincoln Donaldson is a seasoned accounting professional with both a Bachelor's and Master's degree in Accounting from the University of Houston. Beginning his career in public accounting, he earned his CPA license before transitioning to AcctTwo/Baker Tilly in 2016. There, he specialized in the implementation and consulting of Sage Intacct products, eventually rising to the position of director of professional services. Recently, Lincoln embraced a new challenge as the director of sales engineering, where he leverages his extensive expertise to drive innovative solutions and support client success.
Wayne Richards
Senior Manager, AvidXchange
Wayne Richards is manager of sales and has been with AvidXchange for seven years. In his current role, Wayne specializes in helping companies streamline accounts payable operations and creating efficiencies through automation and best practices. During his time at AvidXchange he has helped hundreds of organizations in evaluating accounts payable (AP) solutions, created and lead successful teams and loves being an AP automation advocate. In his spare time, he enjoys working out, staying active with his nine and ten year-old boys, and his dog Jax.
Jennifer Schwalm
Partner, Baker Tilly
Jen is a principal with Baker Tilly’s healthcare practice. With more than 25 years of healthcare industry experience with a focus on senior living, Jen brings a rich history of consulting and operations experience, including assisting providers with business solutions. Prior to rejoining Baker Tilly, Jennifer held the roles of chief mission development officer at Masonic Villages of Pennsylvania (MV of PA) and president of Ashlar Creative Solutions, a subsidiary of MV of PA.
