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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.

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.

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

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

News

EDUCATION

BA, Education, University of Maine Orono, 1986

MS, Accounting, University of Southern Maine, 2003

CERTIFICATIONS

  • CPA
  • FHFMA
  • CPCA