Using Information Technology To Drive Organizational Financial Sustainability: The Hillsides Case Study
1:00 – 2:00 pm ET
Successful provider organization strategies often rely on great technology investments. One role of the chief financial officer (CFO) includes ensuring that those technology investments lead to financial sustainability and long-term growth.
In this one-hour live presentation, the Hillsides leadership team, including Greg P. Santilli, Chief Financial Officer; Tom Foster, Senior Director of Technology Services; and Kristin Feltz, Director of Communications and Marketing, will explain how they used Microsoft Power BI to create dashboards that help them make better decisions based on consumer-related data (like intakes, client numbers, lengths of stay, and costs per client), private insurance billing activities (such as billings, collections, and outstanding accounts receivable), and the use of their main county contract that supports their mental health programs.
They will also discuss how they have utilized digital marketing capabilities to drive consumer referrals, adopted an AI-based application to streamline therapist note-taking for efficiency, utilized the capabilities and functionalities of Excel workbooks to develop pro forma financial cost models, leveraged Blackbaud Financial Edge NXT to track actual financial results, and used PowerPlan to develop their annual budget and cost allocations and monitor actual performance versus budget benchmarks.
Executive attendees of this session will learn how to:
- Leverage Microsoft Power BI dashboards to make data-informed decisions.
- Use AI can help organizations increase productivity and reduce costs.
- Use Excel to develop pro forma financial models to assess the financial viability of potential new program opportunities.
This roundtable is part of the OPEN MINDS CFO Consortium, developed to provide executives with the tools and abilities to strategically assess and position their organizations for long-term sustainability and growth. The consortium is open to all Elite members; to learn more and sign up, visit https://openminds.com/open-minds-cfo-consortium/.
Featured Speakers
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Greg P. Santilli, CPA, CIA, Chief Financial Officer, HillsidesGreg P. Santilli brings extensive financial leadership experience from both the corporate and non-profit realms. As the Chief Financial Officer, he oversees the financial aspects of Hillsides and its affiliate, Bienvenidos. His broad expertise encompasses financial reporting and analysis, financial planning, budgeting and forecasting, internal auditing, treasury management, and staff member participation in nonprofit finance, development, and strategic planning. Additionally, Greg oversees Information Technology and risk management. -
Tom Foster, Senior Director of Technology Services, HillsidesTom Foster has been an integral part of the Hillsides leadership team as the IT Director and later Senior IT Director since 2012. Prior to his time at Hillsides, Tom dedicated eight years to building and growing his own IT consulting company, Clever Bytes. His experience with Hillsides dates back even further, as he worked for an IT consulting company from 1999 to 2004, where Hillsides was one of the clients he supported. Tom is emersed in his industry and holds an MCSE certification (Microsoft Certified Systems Engineer.) -
Kristin Feltz, Director of Communications & Marketing, HillsidesKristin Feltz is a dedicated marketing and communications professional who joined Hillsides as the Director of Communications and Marketing in 2022. She has a strong background in leading marketing initiatives at various educational organizations in Los Angeles, notably establishing a marketing department at First Media and successfully rebranding Child360, resulting in significant revenue growth. Kristin is driven by a personal ethos to advocate for children's well-being and aims to create a positive impact through her work at Hillsides.
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