Lori Kalic

About Lori Kalic

As one of RSM\'s healthcare industry senior analysts, my job is to understand, forecast and communicate economic, business and technology trends shaping the businesses we serve. I also serve as the Great Lakes Region healthcare industry leader and serve as a business advisor to RSM\'s healthcare and not for profit clients. One of my primary objectives is to assist my clients in achieving their financial and operational goals in addition to growing and expanding our healthcare practice to ensure long term success for our clients and prospects. In my role at RSM, I help middle market healthcare leaders move forward with confidence. Let me know how RSM or I can help you and your organization. Contact me at l••••••••@rsmus.com or 21••••••86.

Experience

1. Healthcare Industry Senior Analyst and Audit Partner

   RSM US LLP

   Aug 1995 — Present · Cleveland, OH, US

   Lori has 30 years of experience as an accountant and business advisor. Lori has led audits of healthcare entities, foundations, colleges and universities, voluntary health and welfare organizations, private schools, federated fundraisers and most other types of not-for-profit and government organizations. Her expertise includes a thorough understanding of Government Auditing Standards and the Single Audit Act. Lori has been instrumental in the growth of RSM’s health care and not-for-profit practice, which encompasses hundreds of organizations in Ohio. In addition to her client responsibilities, Lori has spearheaded marketing and business development functions. She consults with clients on a variety of topics, from long range planning and budgeting to tax compliance and audit issues. A frequent speaker, Lori’s commitment to the healthcare and not-for-profit sector goes beyond her client base. On a voluntary basis, she consults with not-for-profits on a wide range of issues, such as compliance, operational and fiscal operations, cash flow forecasting and budgeting, financing issues, internal control and board governance issues.Lori is a past recipient of the YWCA Women of Professional Excellence and a member of the Leadership Cleveland Class of 2020.

Education

• Euclid High School

  High School

  1986 — 1990

• John Carroll University

  BSBA

  1990 — 1994