Senior Services financial leadership webinar series
Navigating common cost allocation scenarios in senior services
The Senior Services Financial Leadership Webinar Series is a three-part educational program presented by Baker Tilly and Sage Intacct, created for CFOs and finance leaders in the senior living and skilled nursing market. Each session addresses key financial and operational challenges in the industry and provides practical strategies, real-world success stories and Sage Intacct technology demonstrations to help organizations improve performance and deliver high-quality care.
Session 2: Navigating common cost allocation scenarios in senior services
Sept. 9, 2025 | 1-2 p.m. ET
Session overview
In session two, we’ll explore how senior service organizations can accurately allocate staffing and shared service costs across the organization. Learn how to apply statistics and dimensional reporting within Sage Intacct to support more precise cost tracking, better visibility and stronger financial oversight.
What you’ll learn:
- Understand common scenarios for allocating organizational costs
- Learn how to use statistics to reflect operational drivers
- Explore how Sage Intacct supports scalable cost allocation models
Meet the speakers:
- Tim Caver - Senior manager, Baker Tilly Sage Intacct solutions
- Mike Kessler – Principal, Assurance, Baker Tilly
- Corinne Flores – Sales Engineer, Baker Tilly Sage Intacct solutions
Explore the series lineup
Designed for C-suite professionals, vice presidents, medical affairs leaders and other senior care decision-makers, this series offers practical strategies for navigating today’s financial and operational challenges. Can’t join us live? We understand — it’s summer. Register anyway to receive access to the webinar recordings and presentation slides after each session.
Facility-level benchmarking for multisite operators
For session three of the Senior Services Financial Leadership Webinar Series, discover how to benchmark performance across senior care facilities using dashboards that track cost per resident day and staffing efficiency.
About our Senior Services practice
With decades of experience, Baker Tilly helps senior services providers navigate today’s complex landscape. From financial and operational strategy to reimbursement, compliance and risk management, we support CCRCs, skilled nursing, assisted living and memory care communities in improving performance and delivering high-quality care.
Scaling with Sage Intacct
For senior services organizations with growing needs and in-house finance teams, Sage Intacct offers a cloud-based financial management platform that goes beyond the limitations of QuickBooks or Microsoft Great Plains. Automate routine processes, access real-time dashboards and scale operations with confidence — all while gaining the insight needed to make strategic decisions faster.
Information about CPE eligibility
There are no prerequisites for this event and advance preparation is not required. There is no cost to attend this webinar. Session one, titled "Best practices for expense management and procurement controls in senior services" is eligible for CPE credit.
Level: Overview
CPE Credit: Up to one (1) hour total credit
Field of Study: Finance
Who Should Attend: Healthcare finance executives
Attendees must attend the webinar live and be healthcare finance executives. Advanced preparation is not required. A certificate of completion will be emailed to you four to six weeks following the event.
For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.
Baker Tilly Advisory Group, LP, is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.