Baker Tilly is excited to be attending and presenting at FMA’s 4th Annual Finance Workshop in New York. Join us for this educational event and for an informative session about managed care success. Keys to Managed Care Success This session will focus on ways to profile your patient population and its unique needs to position you for targeted program development that will generate positive population health results. It will also explore organizational changes you may need to consider to succeed in a managed care environment. Presenters David Gregory, MPA, FACHE, Principal and Healthcare Consulting Practice Leader, Baker Tilly Patrick Yu, CPA, Partner, Baker Tilly

Healthcare & Life Sciences

Behavioral Health

Financial Managers Association (FMA) Finance Workshop

Banks have been collecting data on their loans, deposits, and customers for years so why not use that data to better understand their risks and opportunities. Through data visualization platforms, institutions can more effectively manage its loan portfolio by assessing concentrations, credit risk, and pricing strategies to successfully navigate through the current interest rate environment and potential future economic downturn. Join Baker Tilly’s depository and lending industry leader for a discussion that will explore data analytics and how it provides banks with key insights surrounding its deposit base to better compete in this extremely competitive deposit market all while limiting impacts to its margin. Our industry specialists will also explore how data analytics can aide in accomplishing an institution’s strategic growth initiatives. Key learning objectives Describe the importance of collecting and analyzing your own data Identify what data points are needed to drive effective business decisions Illustrate strategies to identify key areas of risk within your loan portfolio How to better understand your customer’s behaviors through your data to more successfully retain the accounts in the future Describe key factors to assess when developing your growth strategy whether organically or through M&A How to segment your portfolio to better price loans and deposits  Develop region-specific marketing strategies when launching new products and services  Summarize the benefits of the visualization software, Tableau, and how it can be used within your institution Who should attend?  Depository and lending institution executives. Information about CPE eligibility There are no prerequisites for this webinar and advance preparation is not required. There is no cost to attend this webinar. Level: Basic CPE credit: One (1) hour total credit Field of study: Specialized Knowledge 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, please contact our offices at + (608) 240 2522.  Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) 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: learningmarket.org.

Banking

Data analytics: how to use your data to drive business decisions

By its nature, a valuation is highly complex and subjective. This is particularly true when it comes to the valuation of companies with complex capital structures, which are common among portfolio companies held by private equity and venture capital funds. In an effort to improve the quality, consistency and reliability of valuations, the AICPA has developed a Practice Aid on the valuation of portfolio companies. The Practice Aid provides guidance for preparers of financial statements, auditors and valuation specialists. It is a key resource for best practices for the valuation of investment interests for financial reporting purposes in connection with ASC 946, Financial Services – Investment Companies in the application of ASC 820, Fair Value Measurement. Join Baker Tilly’s valuation specialists to learn more about the Practice Aid. We will discuss key insights of the Practice Aid and provide practical analysis as to the impact it is intended to have on the preparation of valuation analyses in the fund industry and beyond. Key learning objectives: Examine key components of the Practice Aid Review enterprise valuation methodologies and impact from the Practice Aid Review enterprise value allocation methodologies and impact from the Practice Aid Understand key practical takeaways of the Practice Aid and why it’s important to you Who should attend? Private equity (PE) and venture capital (VC) fund CFOs, controllers and accounting staff PE/VC investors and stakeholders  Information about CPE eligibility There are no prerequisites for this event and advance preparation is not required. There is no cost to attend this event. Level: basic
CPE credit: one (1) hour total credit 
Field of study: Accounting
CPE host: Danielle Slack A certificate of completion will be e-mailed to you four to six weeks after the event. For more information regarding administrative policies such as complaint and refund, please contact our offices at +1 (608) 240 2522.  Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) 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: www.nasbaregistry.org.

Financial Managers Association (FMA) Finance Workshop

Data analytics: how to use your data to drive business decisions

Impact to private equity and venture capital financial reporting | The new AICPA Practice Aid

Financial Managers Association (FMA) Finance Workshop