VIRTUAL
          
        
        
          Best practices for expense management and procurement controls in senior services
        
        
        
          Financial leaders in senior services are under pressure to do more with less -balancing rising costs, increased regulation and complex purchasing workflows.
- Identify the most common gaps in expense control and how to fix them
- Analyze best practices for standardized procurement workflows and internal controls.
- Explain how to leverage Sage Intacct’s spend management tools for real-time visibility, automation and compliance
Level: Overview 
CPE credit: One (1) hour total credit
Field of study: Finance 
        
       
      
      
      
      
      
      
      
      
      
     
    
    
    
    
    
      
      
      
      
      
      
      
        
          
          
            VIRTUAL
          
        
        
          Navigating common cost allocation scenarios in senior services 
        
        
        
          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
Level: Overview 
CPE credit: One (1) hour total credit
Field of study: Finance 
        
       
      
      
      
      
      
      
     
    
    
    
    
    
      
      
      
      
      
      
      
      
      
      
        
          
          
            VIRTUAL
          
        
        
          Facility-level benchmarking for multi-site operators 
        
        
        
          This session provides a practical framework for benchmarking financial and operational performance across multiple senior care facilities. Participants will learn to identify and analyze key metrics, including cost per resident day and staffing efficiency, using benchmarking strategies tailored for multisite operators. The session will also demonstrate how to design and utilize custom dashboards in Sage Intacct to visualize performance trends, support data-driven decision-making and enhance cost control across all locations.
 
Learning objectives:
- Recognize benchmarking techniques to evaluate financial and operational performance across multiple senior care sites.
- Identify and interpret key metrics such as cost per resident day and staffing efficiency to assess operational effectiveness and cost control.
- Design and implement custom dashboards in Sage Intacct to monitor, analyze and report on performance trends across facilities.
Level: Overview 
CPE credit: One (1) hour total credit
Field of study: Finance