Webinar
Smarter Budgeting for Senior Living: From Guesswork to Control
Senior living teams often face unreliable budgets due to operational distractions, inaccurate inputs, and late financial visibility. Fragmented purchasing and rising nonlabor costs create surprises finance only sees after they hit the GL - long after margin erosion has begun.
This webinar shows how real‑time spend insight, data‑driven forecasting, and commitment controls help teams prevent overspend before it occurs. See how Martus + Procurify, powered by Sage Intacct, improve accountability, purchasing consistency, and vendor visibility to better protect NOI.
By the end of this session, participants will be able to:
- Identify the root causes of unreliable budgeting in senior living operations.
- Analyze how commitment controls and pre‑GL approvals reduce financial surprises.
- Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct.
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Tim Caver
Tim brings extensive healthcare expertise to his role as healthcare vertical lead for Sage Intacct solutions. With more than 20 years of experience in sales, product management and marketing within the medical device and healthcare technology sectors, Tim has held leadership roles driving innovative solutions across the healthcare continuum. His work spans physician offices, hospitals, long term care facilities and surgery centers, where he has successfully developed and implemented strategies to meet the complex financial and operational needs of healthcare organizations.
Corinne Flores
Corinne has in-depth experience in analyzing and identifying specific client needs. She efficiently defines solutions and optimizes these processes to prepare our clients for long-term growth. One of her main objectives is to help clients maximize the value of their technology investments. Corinne has extensive knowledge and expertise on a number of software solutions including NetSuite, Sage Intacct, Adaptive Insights, and Salesforce. She also has expertise automating the sales, customer service and marketing efforts for organizations, while coordinating seamlessly with the finance and operations departments. Corinne is a highly regarded training instructor. She provides in-depth industry experience and practical expertise. Corinne plays a key role in helping clients build knowledge, increase user adoption and promote best practices through the delivery of high-quality training.
Mike Kessler
Michael Kessler is a principal with Baker Tilly’s healthcare practice. Michael is well versed in senior living and skilled nursing operations and finances. He has a focus in post-acute care audit, forecasting and consulting services. His more than 20 years of healthcare finance experience includes a role as chief financial officer of a skilled nursing facility along with other healthcare senior management experience.
Information about CPE eligibility:
Identify the root causes of unreliable budgeting in senior living operations. Analyze how commitment controls and pre‑GL approvals reduce financial surprises. Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct
Advance preparation is not required. There is no cost to attend this webinar.
CPE credit: One (1) hour total credit
Level: Overview
Field of study: Finance
CPE host: Dana Pontecorvo
A certificate of completion will be emailed to you four to six weeks after the event.
For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com
Baker Tilly 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.
