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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
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Katie Roberts, Healthcare Director, began her career in 2015. She has gained specialized expertise in healthcare accounting and consulting while taking on leadership roles in training and development.
With her experience in healthcare financial management, Katie focuses on providing outsourced CFO services to rural hospitals and clinics. She delivers comprehensive solutions, including monthly financials, budgets, projections, and Medicare cost report guidance. Katie is dedicated to supporting rural healthcare facilities, recognizing their importance as essential service providers and key employers in their communities.
At Lutz, Katie’s commitment to excellence, combined with her ability to optimize processes, has helped strengthen the firm's reputation as a trusted advisor to critical access hospitals. Through her leadership, the healthcare consulting practice has expanded its reach while maintaining the personalized service that rural facilities depend on.
Katie lives in Davey, NE, with her husband Mason, son Cooper, dog Cali, and four chickens. Outside the office, she can be found boating, camping at their family’s cabin, golfing, and cheering on the Huskers.