Managing Director and Founding Partner, Kaufman, Hall and Associates, LLC
Therese (Terri) L. Wareham, Managing Director and a founding partner of Kaufman Hall, has provided management consulting services to hospitals and health systems of all types and sizes nationwide for more than three decades. Recognized as a leading authority on healthcare financing, Ms. Wareham has an extensive background in the development and execution of strategic capital plans for freestanding providers and multihospital systems. Her areas of expertise and focus include: capital and business planning; financial advisory services; and facilitation of mergers, acquisitions, divestitures, joint ventures, and affiliations.
Benefitting from Ms. Wareham’s guidance, Kaufman Hall has been the leading financial advisor to not-for-profit healthcare organizations, as determined by Thomson Reuters based on direct representation of healthcare debt issuances, for over a decade. Ms. Wareham has experience in virtually all types of financing mechanisms, including traditional as well as alternative and innovative funding vehicles. Her clients range from community hospitals and AMCs to multihospital systems, physician groups, non-acute businesses, and research institutes.
Ms. Wareham is a frequent lecturer and author on healthcare capital-related topics for organizations including the American College of Healthcare Executives, Healthcare Financial Management Association, American Hospital Association, Health Management Academy, Florida Institute of CPAs, National Federation of Municipal Analysts, and The Governance Institute.
Ms. Wareham has an M.B.A. with concentrations in Hospital Administration and Finance from the University of Chicago Graduate School of Business. She received a B.S. from the University of Notre Dame.