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Lisa Trundy-Whitten

Principal | CPA, FHFMA

Lisa is a Principal in BerryDunn’s Healthcare Practice Group and leads the firm’s Senior Living Practice. She has concentrated on serving the clients across the healthcare continuum, focusing on senior living organizations, medical practices, and acute care hospitals for the past 20 years.

Lisa provides audit and consulting services to a number of organizations located throughout the Northeast, Midwest, and West Coast. She has extensive experience working closely with long-term care clients, and consulting on third-party reimbursement issues, including cost reporting, certificate of need applications, mergers, acquisitions, and capital transactions and Medicaid and Medicare audits.

Lisa serves as the firm’s subject matter expert on the Patient Driven Payment Model (PDPM) and provider relief funding (PRF).

Lisa is a Principal in BerryDunn’s Healthcare Practice Group and leads the firm’s Senior Living Practice. She has concentrated on serving the clients across the healthcare continuum, focusing on senior living organizations, medical practices, and acute care hospitals for the past 20 years.

Lisa provides audit and consulting services to a number of organizations located throughout the Northeast, Midwest, and West Coast. She has extensive experience working closely with long-term care clients, and consulting on third-party reimbursement issues, including cost reporting, certificate of need applications, mergers, acquisitions, and capital transactions and Medicaid and Medicare audits.

Lisa serves as the firm’s subject matter expert on the Patient Driven Payment Model (PDPM) and provider relief funding (PRF).

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
  • Mergers and acquisitions
  • Reimbursement and cost reporting services

Memberships and committees

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

Conferences and tradeshows

Seminars and events

Speaking engagements

Insights

Articles

Press Releases

Resources

Success Stories

Education

BA, Education, University of Maine Orono, 1986

MS, Accounting, University of Southern Maine, 2003

Certifications

  • CPA
  • FHFMA