Kay Ward
Consultant

Kay Ward is a consultant with A.V. POWELL-&-ASSOCIATES . Based in Kansas City, Missouri, she assists in actuarial analyses for CCRCs and provides FORCAST and FINAID support. Kay joined the firm in January 2009.

SIGNIFICANT ACCOMPLISHMENTS

• Expert on FINAID software, which evaluates the financial condition of prospective residents prior to their entry into the 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
• Assistance with 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

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