Lisa S.

Trundy-Whitten

Senior Manager | CPA, FHFMA, CPC- A

p.207.541.2263

f.207.541.2263

"The best way to get a good idea is to get a lot of ideas."

- Linus Pauling

Helping healthcare organizations gain confidence in their financial projections
 

Lisa is a Senior Manager in BerryDunn’s Healthcare and Not-for-Profit Practice Groups. She has over 14 years of experience providing audit and consulting services to healthcare systems, senior living organizations, long-term care facilities, industry associations and acute care hospitals in Maine, New Hampshire, Vermont, Massachusetts and Pennsylvania.
 

Lisa specializes in various aspects of capital transactions, including preparation of prospective financial information and agreed-upon procedures for comfort letters. She leads the service team for one of the firm’s largest healthcare system clients.

Experience Highlights:

Lisa helps clients with a variety of issues including:

  • Audit and attest services
  • Agreed-upon procedures for comfort letters
  • Assistance with prospective financial information for capital transactions
  • Financial feasibility studies
  • ICD-10 implementation
  • Electronic health records compliance and incentive payments

Publication:

Slow and Steady Wins the Race When Implementing ICD-10

Presentations:

  • Health Records: Accounting for Software for Internal Use Medicare Reimbursement Updates
  • Planning for ICD-10 Compliance

Memberships and Committees:

  • American Academy of Professional Coders
  • American Institute of Certified Public Accountants
  • Maine Chapter of Healthcare Financial Management Association, Past President
  • American Health Care Association
  • Massachusetts Senior Care Association
  • Massachusetts Assisted Living Facilities Association
  • LeadingAge Maine and New Hampshire

Community Service:

WinterKids, Treasurer

Certification

  • CPA

    FHFMA

    CPC- A

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