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

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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 Limoges

Caitlin Limoges, CPA, MBA

Caitlin is the leader of AAFCPAs’ internal Project Management department, leading a team of talented project specialists in supporting the nonprofit audit division. This team allows the firm’s audit engagement teams to leverage key tasks, which creates efficiency and mitigates risks. As a financial statement auditor for AAFCPAs (2010-2019), Caitlin has a deep understanding of the audit process and client expectations. She recognized challenges engagement teams were facing in efficiency and bandwidth. She created this new …
Courtney McFarland

Courtney McFarland, CPA, MSA, 340B ACE

Courtney is an audit & consulting partner in the firm’s Healthcare Practice with extensive experience advising the nation's healthcare safety net community, including Federally Qualified Heath Centers (FQHCs), clinics, and behavioral health providers. 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, …

Matthew Hutt, CPA, CGMA

Matt leads AAFCPAs’ Healthcare Division, providing assurance, tax and advisory solutions for sophisticated and complex healthcare organizations including Federally Qualified Health Centers, 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 …
Robin Kelley

Robin D. Kelley, CPA, CGMA, CITP, CSPM, CCSFP

Robin brings a wealth of experience to AAFCPAs’ clients in the areas of System & Organization Control (SOC) Reporting, Agreed-Upon Procedures, and special attestations. Robin has specialized expertise performing quality control reviews of user entity SOC reports, including SOC 1 (SSAE 18), SOC 2, SOC 2+ and 3 attestation reporting. She has extensive experience developing SOC reports for service organizations and has a deep understanding of internal controls from a design, implementation, and testing perspective. This allows …