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.
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Senior Services financial leadership webinar series
June 26, 2025
1:00 pm - 2:00 pm EDT
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
September 9, 2025
1:00 pm - 2:00 pm EDT
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
October 14, 2025
1:00 pm - 2:00 pm EDT
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
