Consulting and Research

- HSA Investing
- How can I glean key information from 10Ks and investor presentations?
- Hospital quality and Google BigQuery reporting
- What are the implications of Medicare reimbursement changes on hospital finances?
- How much should a firm expect to save after implementing XYZ?
- What's the connection between age-gender and healthcare utilization?
- Health plan selection tools and analytics questions
- ICHRA promotion
- Benchmarking dollars and deductibles
- And more....

“My hour spent with Joe covering how to walk through a 10-K filing was insightful and well worth it. He led me through a live example and covered accounting nuances, an overview of management's view of the business, growth areas, nuggets on the future, and key risks. As an enterprise sales professional, I’ll use the lessons learned to better understand my prospective customers, their goals, and meet their strategic needs.”

Rey Goicochea | Enterprise Account Executive @ Alteryx



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