Karen Lloyd, CPA

Questioner
DISC Type : c

Partner at Wipfli

Asheville, North Carolina, United States

Overview

Karen Lloyd is a Partner at Wipfli and a Certified Public Accountant with over 20 years of experience. She leads a team specializing in capital planning, financial forecasting, and feasibility studies for healthcare organizations across the nation. She holds a Master of Accounting from North Carolina State University.

She has assisted more than 50 healthcare organizations in successfully obtaining financing for capital projects ranging from $10 million to $350 million.

Personality Overview

Price-Sensitive

Value Seeker

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Healthcare Finance
Leads a team providing capital planning and financial forecasting services to hospitals and health systems nationwide.
Capital Project Financing
Has extensive experience guiding healthcare organizations through major facility development projects and capital investments.
Government Loan Programs
Specializes in the FHA Hospital Mortgage Insurance Program and the USDA Community Facilities Loan Program for healthcare facilities.

Media Appearances

Karen Lloyd, CPA | Atlanta, GA - Wipfli. Featured in Wipfli

See Now

Work History

6-2020
Partner at Wipfli
2016 - 6-2020
Director | Healthcare Practice | Strategic Capital and Facility Planning at Wipfli

Education

BS from The University of North Carolina at Chapel Hill
Master of Accounting from North Carolina State University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Asheville, North Carolina, United States Job Level : N/A Designation : Partner at Wipfli
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Insights For Selling To Karen

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karen is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Karen

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Karen move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Karen take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Karen

Personality Compatibility


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