Lisa S. Trundy-Whitten

Principal | CPA, FHFMA, CPCA

ltrundy@berrydunn.com

Lisa is a Principal in BerryDunn’s Healthcare and Not-for-Profit Practice Groups. She has 17+ 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.

D 207.541.2263

experience education & certifications industries services presentations & publications memberships community service events insights

As a member of the BerryDunn Recovery Advisory Team, Lisa advises her clients on CMS pronouncements, potential funding sources, and financial stability related to the impact of the COVID-19 outbreak. Her expertise includes a variety of aspects of capital transactions including forecasts and projections, preparation of prospective financial information and operational analyses.

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

Presentations

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

Articles

Top three takeaways from BerryDunn's first annual Healthcare Leadership Summit

Provider Relief Fund (PRF) audit requirements: What you need to know

The latest updates on Provider Relief Funds

Six steps for a successful labor management program

Patient Driven Payment Model―A year later

Senior living COVID-19 financial resources guide

Senior living organizations and COVID-19

Patient Driven Payment Model (PDPM) implementation lessons learned

PDPM is coming: Is your admissions team ready?

Is your revenue cycle team ready for Medicare's Patient Driven Payment Model?

New Patient Driven Payment Model from CMS―What to expect and what to do

Seven steps to take the anxiety and annoyance out of an audit firm transition

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

Related Services

Accounting and Assurance

Agreed-Upon Procedures Overview Cost Report Preparation

Financial Statement Audits Reviews and Compilations Overview

Consulting

Business Advisory

Benchmarking for Long-Term Care Feasibility Studies Overview Reimbursement Consulting Reimbursement Consulting for Long-Term Care Revenue Cycle Management Overview