Anne M. McGeorge, CPA

Transcription

1 , CPA SUMMARY Seasoned, goal oriented, recently retired health care professional advisor with a record of accomplishments and important contributions to the continued growth of an international health care professional services practice. Anne was responsible for overseeing the delivery of professional services in a $225M practice, including recruiting and managing resources, developing and conducting health care training courses, coordinating with many divisions and offices within the US firm, and around the world, to respond to proposal opportunities, maintaining relationships with health care clients and targets of the firm, and monitoring financial performance. Strengths include: Training/Teaching/Public Speaking Strategic Decision Making Talent Acquisition Mentoring Negotiation Skills Governance Financial and Tax Technical Skills Mergers/Acquisitions/Corporate Structuring Building and Maintaining Relationships Leading Teams Monitoring Financial Metrics and Goals Risk Management EXPERIENCE: January 2016 July 31, 2017 International Grant Thornton Managing Partner Global Health Care Industry Practice Responsible for leading the collaboration among the member firms of Grant Thornton International in delivering professional services to the health care and life sciences clients around the world, including designing and executing the strategy for growth of the $225M practice. Specifically, the responsibilities included selecting and leading a global health care team comprised of the practice leaders of the 10 largest Grant Thornton affiliate firms around the world, developing and executing a strategic plan for the growth of the global practice, including coordinating on account planning for a select number of global key accounts, designing and implementing training programs for the global health care professionals, coordinating with other industry programs within the firm on cross-industry go-to-market issues, and monitoring and growing revenues from the global health care client base. January 2006 July 31, 2017 Grant Thornton LLP National Managing Partner Health Care Industry Practice Responsible for the development and execution of the growth strategy of the firm s $150M US health care practice, including marketing efforts, internal tools and methodologies, training, recruiting, growing the client base and maintaining relationships with existing clients, and monitoring financial performance. As the national managing partner for the health care practice, Anne was responsible for overseeing the service offerings to Grant Thornton s health care clients around the country, such as audit (internal and external), tax, valuation, reimbursement, internal controls consulting, IT, litigation support, M&A, compensation consulting, Sarbanes-Oxley compliance, and other health care corporate compliance.

2 Page 2 of 6 Anne was also a tax partner and, as such, she has assisted clients in all aspects of tax consulting, including mergers and acquisitions, joint ventures, corporate restructuring, physician contracting, executive compensation, risk assessments, due diligence, regulatory issues, and IRS matters. She has provided litigation support on health care related matters and has testified as an expert witness on many occasions. Anne has participated on the Private Equity Operating Committee of the firm, a group of 10 partners focusing on services to private equity and venture capital firms. Anne has also participated in the national steering committee for Women at Grant Thornton, a committee dedicated to the professional growth, mentoring, and advancement of women within the firm. Anne was also is very involved in the recruiting efforts of the firm and participates in mentoring and other activities with students from the University of North Carolina, the University of Virginia, and The College of William and Mary. June 2004 December 2005 Deloitte Tax LLP Charlotte, NC Leader of Southeast Region Health Care Tax Practice Responsible for overseeing the delivery of professional tax and business advisory services to a market from North Carolina to Florida, including coordinating with the other geographic leaders in the areas of budgeting, planning, responding to proposal opportunities, recruiting, staffing engagements, training, and working with other specialized services to respond to the needs of our clients. Served as lead client service tax partner on approximately 10 of the largest health care clients in the Southeast Region. May 2002 June 2004 Deloitte and Touche LLP Charlotte, NC Tax Partner Responsible for overseeing the delivery of professional services to a myriad of health care clients, including multi-entity health systems, other providers, academic medical centers, pharmaceutical companies, payers such as Blue Cross Blue Shield organizations, medical device and supply companies, large medical practices, and medical research organizations. Served clients primarily in North Carolina, South Carolina, Southwest Virginia and Tennessee. Responsible for all aspects of tax professional service delivery, including working closely with the audit professionals in preparing the tax provision to be used in the audited financial statements and working with consulting professionals on ERP implementations, revenue cycle process improvement projects and hospital turnaround situations. Consulted on tax related matters such as valuations of tax-exempt status, community benefits analyses, accounting methods reviews, tax risk management, and other aspects of tax planning. Assisted clients with the tax issues associated with mergers and acquisitions, physician practice purchases and divestitures, physician/hospital arrangements, formation and restructuring of health care companies, corporate compliance programs, compensation programs, unrelated business income, and IRS exam planning and representation. Performed litigation support services on health care tax related matters and testified as an expert witness on many occasions.

3 Page 3 of Arthur Andersen, LLP Charlotte, NC Tax Partner ( ) and Co-Leader of Southeast Region Health Care Tax Practice Responsible for overseeing the delivery of professional tax and business advisory services to a market from North Carolina to North Florida, including coordinating with the other geographic leaders in the areas of budgeting, planning, responding to proposal opportunities, recruiting, staffing engagements, training, working with other specialized services. Served as lead client service partner on approximately 5 of the largest health care clients in the Southeast Region. The practice experienced growth of approximately 20% per year to a practice of approximately $12 million in revenue Arthur Andersen, LLP Louisville, KY Senior Manager, National Health Care Tax Practice Worked with the Leader of the National Health Care tax practice, assisting offices around the country with health care tax matters. Responsible for coordinating all health care tax training for the firm, as well as communication with the practice offices on technical matters and legislative updates. Responsible for creating and maintaining business plan for the practice, including monitoring the budget. Assisted with several firm publications, taught many of the national training courses for health care and other tax topics, and spoke frequently to outside groups on health care topics. Represented the firm on the AICPA s Health Care Conference Planning Committee KPMG Norfolk, VA Senior Manager Managed a $1million health care tax practice, coordinating all aspects of the practice, working closely with other service lines within the firm to deliver quality professional services to the health care marketplace. Responsible for maintaining client relationships and responding to proposal requests. Firm recruiting coordinator for the University of Virginia Roberts and Speece, CPAs Norfolk, VA Staff Accountant Participated in all aspects of accounting and tax compliance, preparing and reviewing compiled financial statements, working on numerous audit engagements, and preparing corporate, partnership and individual tax returns. Assisted with consulting such as tax research, financial planning, estate planning, and business succession planning. EDUCATION: University of Virginia, MS in Accounting, Emphasis in Federal Taxation, 1986 College of William and Mary, Bachelor of Business Administration in Accounting, 1983 Numerous Leadership, Executive and Board Governance courses

4 Page 4 of 6 LICENSURE/AWARDS/TRADE ASSOCIATIONS/BOARD INVOLVEMENT Licensed CPA in Virginia and North Carolina, Member, American Institute of CPAs, American Health Lawyers Association, Health Care Financial Managers Association, American College of Healthcare Executives, Women Business Leaders in Healthcare (WBL), Healthcare Businesswomen s Association (HBA), North Carolina Hospital Association and North Carolina Association of CPAs. Selected as Role Model Women Business Leader by Central Carolinas Make a Wish Foundation Selected as a Woman Extraordinaire by Business Leader magazine in Named one of Charlotte s Most Influential Women by the Mecklenburg Times Named Top 25 Women in Business by the Charlotte Observer Be The Match (Non-Profit that assists bone marrow transplant patients with donors)-board Member, vicechair National Marrow Donor Program (operates international bone marrow/blood database)-audit Committee Go Red for Women, Executive Leadership Team, Board Member United Way of Central Carolinas, Past Board Member, Chair: Audit Committee YMCA Gateway Village, Past Board member, Community Support Committee Chair, Finance Chair UNC Excellence Fund Past Board Member WNBA Charlotte Sting, Past Advisory Board Member The Exempt Organization Tax Review, Advisory Board Member AICPA Health Care Conference Planning Committee, Past Member Tidewater Area Food Bank, Past Board Member PUBLICATIONS The Tax Economics of Charitable Giving A Guide to Navigating Intermediate Sanctions Essentials of Physician Practice Management Governance in High Performing Community Health Systems Governance in Large Health Systems Improving Community Health Through Hospital-Public Health Collaboration TEACHING/TRAINING/THOUGHT LEADERSHIP Adjunct faculty at the Gillings School of Public Health at the University of North Carolina (2005-present) Instructor for Duke University s Certificate Program for Non-Profit Management. Accountable Care Organizations, Presented to the Association of Wound Care Specialists, February 2017 Health Care Reform Beyond the Affordable Care Act, Grant Thornton Webcast, January 2017 International Hospital Joint Ventures: Lessons Learned, Presented to the Grant Thornton/Epstein Becker and Green Mid-Atlantic Provider Conference, December 2016 A Practical Guide to Differentiating Between Good and Bad Hospital Strategy, Presented to the Grant Thornton/McGuire Woods Southeast Provider Conference, December 2016 The Changing Landscape of Healthcare: What does it mean to you? Presented to Grant Thornton Alumni CPE event, November 2015

5 Page 5 of 6 ACOs, HIEs and the Changing Dynamics Reshaping Health Care, Presented at the Annual Meeting of the Association of Healthcare Internal Auditors, September 2015 Taming Fraud in the Changing Health Care Marketplace, LSU Fraud and Forensic Conference, July 2015 Population Health Management, Presented to Independence Blue Cross, May 2014 Payer/Provider Convergence, Grant Thornton Webcast, April 2014 St. Vincent s: A Case Study on one of the Largest Hospital Bankruptcies in History, Three hour class at the University of North Carolina Gillings School of Global Public Health, Health Care Financial Management, Feb 2014, Feb 2013 Accountable Care Organizations: Market Dynamics reshaping Health Care, NY Financial Accounting Executives, September 2013 The Changing Landscape of Health Care, Duke Endowment Trustees Meeting, April 2013 Health Care Reform: Tax and Strategic Considerations for Employers, Financial Executives Institute, April 2013 Get Ready for the ACA Section 9010, Annual Fee on Insurance Companies, American Health Lawyers, Nov Joint Venture Strategies under Health Care Reform: Carolinas Society for Strategy and Market Development, October 2012 Governing Nonprofit Health Systems in a Turbulent Environment, iprotean Symposium, Oct Health Care Financial Management, University of North Carolina Gillings School of Global Public Health, Semester Long Class: Summer 2005, Spring 2007, Spring 2008, Spring 2012 Community Health Needs Assessments and other Tax Issues, GT Southeast Provider Conference, Sept Enterprise Wide Risk Management for Health Systems, Association of Hospital Internal Auditors, October 2011 Providing Community Benefits and Form 990 to Maintain Tax-Exempt Status, HFMA annual meeting, June 2011 U.S. Health Care: An Industry in Transition, UNC School of Public Health, April 2011 Form 990 and Community Needs Assessment Requirements in an Era of Health Care Reform, FICPA, April 2011 Governance Strategies for your Bottom Line, Georgia Hospital Association, October 2010 Health Care Reform, various webcasts 2010, FEI Delaware Chapter/Florida Chapter, April 2010 Physician Practice Acquisitions, American Health Lawyers Association, October 2009 Tax Issues Facing Non-Profit Health Care Organizations, Assoc. of Hospital Internal Auditors, Sept.2009 Board Governance Strategies for your Bottom Line, The Governance Institute, September 2009 Hospital Physician Alignment Strategies, The South Carolina Hospital Association, June 2009 Tax Issues of Health Care Organizations, Association of Hospital Internal Auditors, September 2008 Tax Issues Affecting Health Care Organizations, American Institute of CPAs National Health Care Industry Conference, Summer 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2006, 2007, 2008 Community Benefits and Tax-Exempt Status, American Institute of CPA s, November 2008 Corporate Governance and Tax-Exempt Compliance, The Association of Hospital Internal Auditors Annual Meeting, September 2008 Decoding the Tax Finance Issues Affecting Taxable & Tax-Exempt Organizations, HFMA annual meeting, June 2007 Compliance Update for Non-Profit Organizations, Duke University, Certificate in Non-Profit Management, Asheville, NC, January 2006 Tax Issues Affecting Tax-Exempt and Taxable Health Care Entities, AICPA Health Care Conference, New Orleans, LA, November 2006 Tax Issues and Form 990 Update for Non-Profit Organizations, Iowa Society of CPAs, October 2006 Tax Issues Affecting Non-Profit Organizations, The Association of Fundraising Professionals, May 2006 Compensation Committee Governance Guidelines, Client Board of Directors Presentation, 2005 Community Benefits and Valuing Tax-Exempt Status, Deloitte Health Care College, 2004 How Non-Profit Health Care Organizations are Dealing with Sarbanes-Oxley, Client Board of Directors presentation, 2004 The Financial Statement Implications of Emerging Tax Issues, Florida Institute of CPAs, Summer 2003 Executive Compensation Strategies in Today s Environment, Deloitte Health Care College, 2003 Tax Issues for Tax-Exempt Organizations, University of North Carolina-Greensboro, Accounting 202, guest lecturer, 1999

6 Page 6 of 6 Federal and State Tax Update, Health Care Financial Managers Association, NC Chapter, 1999 The Future is Now-Changes, Opportunities and Directions, Carolina Association for Physician Services, Winter 1999 Tax Risk Assessments for Health Care Corporate Compliance Plans, Health Care Compliance Association, Spring 1999 Current Regulatory Issues in Higher Education, Association of American Medical Colleges, 1999 College and University Tax Update, Central Association of College and University Business Officers, All Day Tax Workshop, Spring 1998 Whole Hospital Joint Ventures, Arthur Andersen Advanced Industry Training- Health Care, Spring 1997 The Future is Now!, Association of Staff Physician Recruiters, Summer 1997 Intermediate Sanctions, Arthur Andersen Advanced Industry Training Health Care, Summer 1997 Taxpayer Relief Act of 1997, Southern Association of College and University Business Officers, Fall 1997 Non-Profit Tax issues Affecting Health Care Entities, North Carolina Society of Health Care Attorneys, Fall 1997 Current Tax Issues Affecting the Health Care Industry, Association of Health Care Internal Auditors, Summer 1996 An Introduction to the Health Care Industry, American Institute of CPAs National Health Care Industry Conference, Summer 1996 Charitable Contributions and IRS Substantiation Requirements, National Voluntary Health Agencies of North Carolina, Fall 1995 IRS Audit and Compensation Issues, Oklahoma Society of CPAs, Fall 1995 INTERESTS Family, Golf, Running, Cycling, Triathlons, Hiking, Reading REFERENCES Available Upon Request