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Boosting Your Financial IQ to Maximize Fiscal Performance Webinar Series
Webinar Series (4 webinars)
1. Financial Statements 101: Original Recording June 27, 2018
2. Key Performance Indicators: Simplifying the Tools That Gauge Hospital Performance: Original Recording August 22, 2018
3. Why Budgeting Can Prevent Problems and Relieve Stress: Original Recording October 3, 2018
4. Trends at the Most-Profitable Veterinary Hospitals: Original Recording January 9, 2019
The Veterinary Hospital Managers Association (VHMA) and Veterinary Medical Association Executives (VMAE) – organizations committed to helping veterinary practices thrive – have entered into a strategic partnership to realize their shared goal of advancing practice health in veterinary medicine. The collaborators are pleased to present a four-part webinar series, Boosting Your Financial IQ to Maximize Fiscal Performance, which is designed to elevate the financial literacy of those involved in veterinary management. The webinars are available free of charge to members of veterinary medical associations!
Description
Speakers: Terence M. O'Neil, CPA, CVA and Beth Scott, CPA
Terry O'Neil is the partner-in-charge of Katz, Sapper & Miller's Veterinary Services Group. Terry provides veterinary hospitals with business, financial, and tax advice to assist with the growth and management of their businesses. He aids clients with tax and strategic planning, forecasting, budgeting, mergers and acquisitions and/or sales of businesses, debt structuring, employment incentive contracts, financing, business valuations, buy-sell agreements, and other business and accounting services. In addition, Terry is responsible for the preparation and review of financial statements and tax returns. Terry often speaks at conferences regarding profit improvement, veterinary business valuation, succession planning, financial benchmarking, and other business topics. Terry was previously the CFO for a group of eight veterinary medical practices and was a stakeholder in the business. He was also a regional financial analyst for a national veterinary medical practice. Terry is responsible for the management of the Veterinary Study Groups' database of veterinary hospital financial data for over 400 hospitals across the country. Leading this database allows Terry to identify trends and opportunities.
Beth Scott is a director in Katz, Sapper & Millers Business Advisory and Veterinary Services Groups. She has been with the firm since 2004. Beth advises clients in accounting, tax, and business matters and has extensive experience in tax planning, tax compliance, financial statement analysis, forecasts and projections, accounting systems implementation, and key performance indicator reports. As a member of the Veterinary Services Group, Beth provides hospitals with benchmark and profit-enhancement consulting to help increase their profit and practice values. In addition to the day-to-day management of one of the largest national veterinary benchmarking databases, Beth actively participates in speaking engagements and industry membership groups. Beth was instrumental in working with the American Animal Hospital Association (AAHA) and Veterinary Management Group (VMG) to combine their chart of accounts that was subsequently released to the veterinary industry in June of 2017.