KAY WARD, CONSULTANT

Kay Ward
404.845.0360 x529

Kay Ward is a consultant in the Kansas City office of A.V. POWELL & ASSOCIATES.  She assists in actuarial analysis for CCRCs and provides FORCAST and FINAID support to our clients.  Kay has been with A.V. POWELL & ASSOCIATES since January 2009.

SIGNIFICANT ACCOMPLISHMENTS

• Expert on FINAID software, which evaluates the financial condition of prospective residents prior to their entry into a community.
• Expert on FAST software, which calculates entrance fee amortization according to GAAP.

EXPERTISE

• FORCAST and FINAID training and support
• Preparation of estimate of future service obligations for audit report compliance
• Assisting in comprehensive actuarial studies
• Financial screening of prospective CCRC residents
• Evaluation of the financial aid risk for current CCRC residents

EDUCATION

• B.S. in Finance 1993
  University of Colorado

PROFESSIONAL AFFILIATIONS

• Certified Treasury Professional (CTP)
• Association for Financial Professionals (AFP) 1998-2006