Webinar: Year-End Game Plan

Maximizing Performance and Setting the Stage for a Successful 2025

Emmitt Nantz
26 Nov 2024

As the year draws to a close, it’s the perfect time to take stock—literally and figuratively! Reflecting on your financial goals and making strategic adjustments before the year ends can free up capital, stimulate cash flow, and unlock tax-saving opportunities. With a proactive approach, you can close the books on a high note and position your practice for a successful 2025.

Year-end planning goes beyond wrapping up numbers; it’s about understanding your business better, fine-tuning your strategies, and laying the groundwork for growth. This webinar is your guide to optimizing inventory, refining pricing, and addressing other quick-win opportunities to show your best financial performance yet.


Register Now:

Friday, December 6, at 12 p.m. PT


What We’ll Cover

  • Planning painless, hassle-free year-end counts.
  • Quick fixes to cut COGS, optimize stock levels, and prepare for seasonal demand.
  • Avoiding tax pitfalls, leveraging deductions, and exploring year-end equipment investments.
  • Adjusting pricing and implementing promotions to maximize year-end revenue and improve cash flow.
  • How to secure better deals, leverage buying power, and avoid pitfalls in year-end purchasing.
  • Operational changes and key metrics to review for finishing strong and setting actionable goals for the year ahead.

This webinar is perfect for private and corporate veterinary practices, inventory managers, practice managers, CFOs, and hospital owners looking to close out the year strong and start 2025 on the right foot. Whether you’re focused on inventory, pricing, or overall financial strategy, there’s something here for everyone.

Don’t miss this opportunity to wrap up the year with confidence and clarity—register now!


Our Speakers:

Mary Coscia, CSOP

Senior Business Analyst at Inventory Ally
Mary has over a decade of expertise in veterinary supply chain management. Currently a Senior Business Analyst at Inventory Ally, she brings invaluable experience from her roles at Veritas Veterinary Partners, NVA Compassion-First, and Animal Emergency & Referral Associates, where she developed purchasing strategies, streamlined inventory operations and served as support for national teams of procurement specialists. Mary has strong expertise in optimizing inventory costs and ensuring supply continuity in fast-growing hospital networks – from supporting a $20 million specialty ER and leading asset valuations during a 14-site acquisition to identifying over $3 million in annual savings through optimized pricing margins and strategic vendor negotiations. Certified as a Sarbanes-Oxley Professional (CSOP™), Mary combines her analytical skills with a love for veterinary medicine to support veterinary teams and patient care, while driving efficiency and profitability for veterinary practices.

Michelle Musacchio, CPA, MT

Principal and Founder of Fit Money CPA
As the Principal and Founder of Fit Money CPA, Michelle’s passion is to guide business owners through the complex financial, strategic, and organizational thinking that is required for those owners to operate a wildly successful business.

As a CPA with a Master’s in Taxation from the University of Denver, Michelle has helped clients realize significant tax savings through her diligent research and effective negotiating. She has also supported them in reorganizing corporate buy-outs, restructuring pay scales, selecting the most effective business entity to maximize profits, and more closely aligning business activities with the owner’s values.

A member of the American Institute of Certified Public Accountants and the Kentucky Society of CPAs, she had extensive public accounting and tax experience at the firms of Deloitte and Touche and Cotton and Allen before opening Fit Money CPA in 2008.

Monica Dixon Perry, BS, CVPM

Director of Veterinary Consulting Services at Burzenski & Co.
With over 38 years of experience in veterinary medicine and a biology degree from UNC Chapel Hill, Monica brings deep domain expertise to the field. A Certified Veterinary Practice Manager (CVPM) for over 20 years, Monica is a strong advocate for other veterinary practice managers to pursue this designation.

Throughout her career, Monica has managed a nine-doctor hospital, led consulting with VMC, and served as VP of Strategic Partnerships and Director of Practice Management at Mission Veterinary Partners. 

Currently, Monica serves as the Director of Veterinary Consulting Services at Burzenski & Co. She is also the 2024 President-Elect of VetPartners and an active VHMA member. She has lectured extensively at national and international veterinary conferences and taught Veterinary Practice Management at North Carolina State University. Recognized as the 2022 Practice Management Speaker of the Year at VMX, Monica is dedicated to empowering veterinary teams and advancing operational excellence.

Andrew Pearson, MBA

Business Operations Analyst at Vets Pets
Andrew Pearson brings over a decade of diverse experience in veterinary practice management and operations, with a focus on improving efficiency and driving growth. Currently a Business Operations Analyst at Vets Pets, Andrew supports hospital teams by streamlining inventory processes, developing purchasing strategies, and managing financial operations for multiple veterinary locations.

Previously, Andrew served as a Practice Manager and Director of Operations across independent practices and corporate groups, where he led teams, implemented technology solutions, and successfully reduced inventory costs while enhancing operational workflows. He holds an MBA from the Haslam College of Business at the University of Tennessee and a Bachelor of Science in Agriculture from Tennessee Technological University.

Bruce Truman, MBA

Founder of BLT Technology & Innovation Group
Bruce Truman is a companion animal health business executive with over 20 years of experience specializing in PetTech. His areas of expertise are business development, companion animal healthcare informatics, emerging digital technologies, and diagnostic startups, as well as the marketing and sales management of veterinary and OTC animal health products/services.

Bruce has served as an Advisory Board Member for Innogenics, Inc., VP Business Development and VP Marketing for VCA Vetstreet, Senior Director of Sales for Summit VetPharm, Senior Director Animal Health Strategic Business Unit for Hartz, Senior Marketing Manager of Parasiticides for Zoetis, and Brand Manager Parasiticides for Merial’s Frontline and Heartgard. Bruce is the Immediate Past President of VetPartners, he currently serves on the CATalyst Council and is the Founder and President of BLT Technology and Innovation Group.