Beverly is a director of Baker Tilly’s healthcare practice.

Beverly offers a unique perspective to senior living providers by integrating her diverse industry experience into the strategic planning and organizational positioning process. Her experience as a management consultant, executive leadership advisor, financial auditor and aging services industry executive allow her to understand organizational issues from the provider perspective. As advisor, she collaborates with boards and senior executives on mission alignment, visioning, strategic organizational positioning, renewal, sustainability initiatives and strategic partnerships. As an industry subject matter expert, she provides insights and strategies related to revenue and service diversification, marketing and sales, market research and the competitive landscape and actively leads organizations through the project development cycle. 

Although Beverly has a long history of financial audit and financial feasibility study preparation for new construction and campus repositioning, she spends the majority of her time with boards and senior executives on governance, strategic planning, organizational positioning, and capacity building through sponsorship transitions. Her life-long passion and energy for serving seniors is evident whether she is facilitating a strategic planning session or listening to residents and family members in a focus group or coffee talk. 

Beverly is a nationally recognized speaker at LeadingAge National, LeadingAge state affiliates, faith related associations and other related industry associations.

Bachelor of Science in accounting
Indiana University of Pennsylvania

Market research and product/service demand analysis and interpretation for senior living services across the care continuum

Strategic planning process, facilitation and development of strategic initiatives and tactical action plans

Collaborative planning for campus repositioning and strategic growth including planning charrettes

Board education on industry developments and governance

Consumer research including surveys, focus groups and marketplace interviews

Community health needs assessments and social accountability

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