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AAFCPAs’ Human & Social Services Practice to Present Educational Workshops at Providers’ Council Annual Conference: Transitioning to Data Driven Patient Care, and Strategic Budgeting

AAFCPAs will happily present educational workshops on two important topics at the Providers’ Council 42nd Annual Convention & Expo in Boston, MA on September 25th.

Preparing Health Providers for Financial Success in the Transition to Data Driven Patient Care

As health providers move to data driven patient care and new value-based reimbursement models, payers are pushing for proven treatment and performance measures. The leaders of AAFCPAs Human & Social Services Practice, Matt Hutt, Courtney McFarland and Caitlin Harvey, will share their expertise over a 90-minute, educational and technical assistance training session to address changes needed in service delivery, infrastructure and business models that will enable behavioral health providers to capture the necessary information and statistics, and glean insight to truly understand and evaluate your costs.

Rethinking Your Budget: Leading Your Organization through a More Comprehensive Financial Planning Process

AAFCPAs advises human & social service providers to broaden the scope of their financial planning process to address the challenges of the current economic and funding landscape, and to ensure sustainability for the long-term. AAFCPAs Robin Kelley and Jeanie Gorlovsky-Schepp will share their expertise over a 90-minute, interactive workshop to impart best practice recommendations so nonprofit attendees may preserve their capacity to deliver on their missions, even in the event of unforeseen financial shortages.

Learn More

AAFCPAs is a proud associate member of The Massachusetts Council of Human Service Providers, Inc. (Providers’ Council), where health and human services providers, businesses and state agencies gather to share their knowledge, learn, network, and grow.

The insight we gain from rich exposure to 350+ nonprofit clients, including over 200 human & social services providers, is unmatched by our peers, and we are happy to share our proven expertise with fellow Providers’ Council members.

About the Authors

Caitlin Harvey CPA
Caitlin has been serving AAFCPAs’ clients since 2010 and is responsible for planning and executing financial audits for sophisticated nonprofit organizations, including: multiservice human & social services providers, behavioral health agencies, legal service agencies and community health centers. She specializes in audits in accordance with generally accepted auditing standards, Uniform Guidance/Single Audit and Government Auditing Standards, as well as the Massachusetts Uniform Financial Report (UFR). Caitlin develops a deep understanding of the client's business by examining operations and processes from the inside out; this enables her to view controls issues and concerns from the perspective of the Audit Committee and Senior Management.
Courtney McFarland
Courtney is an audit manager in the firm’s Healthcare Practice with over 10 years of assurance experience and a comprehensive understanding of the nuances of the healthcare industry. She delivers a full range of solutions solving the challenges that AAFCPAs’ healthcare clients face, including: audits in accordance with Uniform Guidance/Single Audit and Government Auditing Standards, 340B pharmacy program requirements, best practices for reconciliation & analysis of statistical and programmatic data, tracking and monitoring risk-based contracts, maximizing reimbursements, and guidance on healthcare reform. Courtney is a member of AAFCPAs’ Revenue Recognition Task Force, dedicated to helping the firm and clients understand best practices for an efficient and effective implementation of the robust new framework.
Jeanie Gorlovsky-Schepp CPA
Jeanie has extensive experience providing assurance, tax and consulting solutions for regional, national and international nonprofits, including: arts and cultural organizations, charter schools and Charter Management Organizations (CMOs), and multi-service human & social service providers. Jeanie is a leader in AAFCPAs’ Nonprofit Tax practice, and her advice helps clients navigate complex issues such as unrelated business income tax (UBIT), state filing requirements, related-party transactions and executive compensation disclosures. She leads training programs for internal team members, clients, and regional & national industry associations on various topics, including: strategic budgeting, Form 990 reporting and tax-exempt status. Most recently, she has happily shared her expertise as a guest speaker of the Massachusetts Nonprofit Network, and the Massachusetts Council of Human Service Providers, Inc. (The Providers' Council).
Matthew Hutt CPA
Matt leads AAFCPAs’ Healthcare Division, providing assurance, tax and advisory solutions for Federally Qualified Health Centers (FQHCs), behavioral health providers, home care agencies and hospices, nursing homes, and senior care living centers. Matt advises healthcare providers on consolidation and coordination of care, including the integration of behavioral health into the primary care delivery system. He also provides consulting solutions for providers transitioning to new value-based reimbursement models, and data driven patient care, including: developing business process and controls for collecting and advantaging data to provide analysis on: provider activity, delivery of care, and analysis of efficiency & cost effectiveness. Matt is also highly-sought after for his knowledge on issues related to affordable housing developers with requirements related to the US Department of Housing and Urban Development, MassHousing, Low Income Housing Tax Credits, Historical Tax Credits and New Markets Tax Credits. 
Robin Kelley CPA
Robin is a leader of AAFCPAs’ Managed Accounting Solutions practice, providing strategic finance and accounting guidance, and leveraging state-of-the-art cloud-based solutions to support clients’ most critical business and operational processes.  She provides high-level CFO oversight and strategic planning, enabling clients to drive efficiency, reduce the cycle it takes to close books, and develop better benchmark and baseline financial processes to meet regulatory requirements and achieve growth in revenue & profits. Robin advises many organizations in meeting grant & lender compliance requirements, and identifying and addressing risks within their internal control environment.