Business Financial Management Symposium 2025

Join us for the 2025 Business Financial Management Symposium, a one-day virtual event designed to sharpen your agency’s financial edge! From understanding financial statements to forecasting future growth, this fast-paced day will walk you through the metrics, dashboards, and management strategies you need to run a financially sound organization. Whether you're preparing for a liquidity event or just trying to make payroll amid rising costs, this symposium gives you the tools to lead with confidence. Learn from seasoned experts and return with practical insights to fuel financial stability, accountability, and long-term success.

Register Here

Thank you to our event sponsor:

SCHEDULE

8:30am - 9:30am

Speaker: Corky Curtis, Principal Consultant, Corky Curtis Consulting LLC

Session Description: Balancing compassionate care with business acumen is essential in today's healthcare landscape. This keynote address will explore the intersection of heartfelt service and strategic decision-making. Attendees will gain insights on the significance of aligning organizational goals with patient-centered care, fostering a culture of empathy while driving operational success. At the heart of every well-run healthcare organization is a passion for serving others—but heart alone isn’t enough. The heart is the engine that drives care, while profitability and business acumen provide the fuel that powers sustainable impact.

Continuing Education: 1.0 clock hours continuing education for Administrators/Alternates

9:45am - 10:45am

Speakers: Amy Knight, CPA, Knight Home Care Financial; Thomas Rose, CEO & President, 21st Century Health Care Consultants

Session Description: Understanding financial statements is the just the beginning of the full understanding of the financial management of an agency. What is your business IQ on which financial statements are crucial for your agency’s success and how they interact with each other? More importantly, attendees will learn how to interpret the statements to help them manage their business.

Continuing Education: 1.0 clock hours continuing education for Administrators/Alternates

11:00am - 12:00pm

Speakers: Amy Knight, CPA, Knight Home Care Financial; Thomas Rose, CEO & President, 21st Century Health Care Consultants

Session Description: Financial management in business is the managing of an organization's finances to achieve its goals. In this session, learn how financial management involves establishing, controlling, and monitoring all financial resources, including cash flow, expenses, and profitability. All players on the team affect whether the goal is reached. This will align the organization's financial status with its objectives, while safeguarding its financial health.

Continuing Education: 1.0 clock hours continuing education for Administrators/Alternates

12:00pm - 1:00pm

LUNCH BREAK

1:00pm - 2:00pm

Speakers: Amy Knight, CPA, Knight Home Care Financial; Thomas Rose, CEO & President, 21st Century Health Care Consultants

Session Description: Elevate your business leadership skills and propel your agency to new heights. This session will outline the key performance indicators (KPIs) you should be tracking and how to leverage that data to set goals, create budgets, and develop business plans for future growth. You’ll walk through essential areas to track and monitor related to marketing and sales, clinical operations, quality measure, workforce management and recruitment retention. Explore common areas where home health agencies are weak and uncover best practices for strengthening those areas by creating efficiencies, generating more revenue and cutting costs.

Continuing Education: 1.0 clock hours continuing education for Administrators/Alternates

2:15pm - 3:15pm

Speakers: Amy Knight, CPA, Knight Home Care Financial; Thomas Rose, CEO & President, 21st Century Health Care Consultants

Session Description: Putting all of your eggs in one basket can be risky. This session discusses the importance of diversifying your agency’s payor sources and measuring and tracking them individually for their respective profitability. This session will provide a high-level overview of the payor sources available to homecare agencies, some of the benefits and challenges of each as well as teach you how to optimize your payor source mix for maximum profitability.

Continuing Education: 1.0 clock hours continuing education for Administrators/Alternates

3:30pm - 4:30pm

Speakers: Amy Knight, CPA, Knight Home Care Financial; Thomas Rose, CEO & President, 21st Century Health Care Consultants

Session Description: Many business owners eventually look to sell their business. But like any sale, there is much to be done to prepare a business for its sale and the process can take several years. This session will teach business owners how to organize what will be needed to optimize their selling price. This session will also cover some of the pitfalls to avoid ensuring your business sale is successful.

Continuing Education: 1.0 clock hours continuing education for Administrators/Alternates

PRICING

Members: $200

Nonmembers: $400

Each registration is for one (1) person only.

CEUs

6.0 clock hours continuing education

for Administrators/Alternates

SPEAKERS

Corky Curtis

Principal Consultant

Corky Curtis Consulting LLC

Corky Curtis is a seasoned executive leader and Principal Consultant with over 30 years of leadership experience, including a decorated career in the United States Army and executive roles in the private sector. Most recently serving as Chief People Officer at Acara Healthcare, Corky brings a unique blend of strategic leadership expertise, operational excellence, and a people-centric approach to organizational success. Currently in the dissertation phase of a Doctorate in Strategic Leadership, he combines cutting-edge research with practical insights to deliver innovative solutions that enhance organizational effectiveness and foster leadership impacts. This academic pursuit builds upon an MBA in Strategic Leadership, further solidifying his expertise in areas such as leading the younger generations, change management, talent optimization, and strategic planning. He is committed to spending quality time with his wife and adult children, mentoring emerging leaders, supporting veteran initiatives, and consistently improving their golf game.

Amy Taylor

CPA

Knight Home Care Financial

Amy Taylor (formerly Knight) founded Knight Home Care Financial in 2002 with a mission to deliver expert healthcare financial services and consulting to post-acute and long-term care industries. For 22 years, Amy has been bringing her creative and innovative healthcare accounting solutions to TAHCH, where she was honored as the 2011 & 2023 TAHCH Associate Member of the Year. Her journey in healthcare finance has been marked by a commitment to excellence and a passion for helping others.

Thomas Rose

CEO & President

21st Century Health Care Consultants

Thomas Rose MBA is CEO of 21st Century Consultants, a national home care consulting company, working with over 800 businesses a year in all 50 states. A former Army Special Forces Officer, his business experience includes a successful leadership track in the General Electric companies, culminating as a Chief Financial Officer. Following GE, Thomas has 20 years focused on growing or turning around small to mid-sized businesses as a President or Executive in a variety of sectors, from automotive, manufacturing, facilities maintenance and healthcare.

CANCELLATION POLICY

Refunds: If you must cancel your reservation for any reason and wish to receive a refund, notify TAHC&H, Attn: Emma Marthaler via email (emma@tahch.org).A full refund minus a $50 cancellation fee will be given if written request is received by 6/4/25. A full refund minus a $150 cancellation fee if a written request is received 6/5/25-6/10/25. No refund will be made the day of the conference or after. Credit for a future event: If you would like to receive a credit with TAHC&H for your cancellation, you can do so up until 6/10/25. A $50 cancellation fee will apply. All credits must be redeemed by 12/31/25.