Thoughts from Ken


Thoughts from Ken Kaufman
The Implications of Losing Access to Tax-Exempt Financing
Of the long list of possible federal budget cuts released on January 17, the suggestion to eliminate the tax-exempt status for interest payments on municipal bonds is an item of particular concern. While it is too early to wager on any of the items on the list, the implications of this move for not-for-profit hospitals would be severe.


Thoughts from Ken Kaufman
The Implications of the Brian Thompson Murder Will Be with Us for a Long Time


Thoughts from Ken Kaufman
Be prepared. Be very prepared.


Thoughts from Ken Kaufman
The Misadventures of Primary Care
Thoughts from Lisa


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Pace of Downgrades Slowed in 2024: Five Key Takeaways
Downgrades continued to outpace upgrades in 2024 although at a lower rate than in 2023. Many of the downgrades reflected ongoing expense pressure that exceeded revenue growth. Rating affirmations remained the majority rating action in 2024, as in prior years.


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Will the Hospital Industry Finally Land Its First “Triple A”?


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Thoughts on Servant Leadership


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At the Midway Point, Stronger Financial Performance Continues
Strategy Spotlight


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The Key Strategic Decisions Health Systems Faced in 2024…And What’s in Store for 2025
It has been an incredibly busy and exciting year for our Strategy & Business Transformation practice at Kaufman Hall. In 2024, we observed hospitals and health systems take steps to reinvigorate their strategic efforts amid a stabilizing, but still challenging, outlook.


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The Case for a Strong Corporate Strategy Function


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We Can’t Assume Retail Healthcare Disruptors Will Continue to Fail in the Future


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Strategy Spotlight: Answering the Difficult Questions
Payer Perspectives


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Payers in 2025: A Case for Optimism, Agency, and Innovation Velocity
The future will favor payers that adapt to changing market circumstances with agency and velocity. Payers will need to make tough choices.


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Hey Alexa, What Medicare Advantage Plan Should I Buy?


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Medicaid Plans: Five Growth Opportunities, Post-Redetermination


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ICHRA: The Great Bifurcation of the Employer’s Role in Health Insurance
Trending in Healthcare Treasury & Capital Markets


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The Balance Sheet Buffer
Balance sheet strength has buffered consumers and businesses from some of the restrictive shock of higher rates. With a relatively brittle revenue model in healthcare, the focus becomes whether, when, and how to restructure operations as balance sheets are spent down.


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External Capital Formation in a Higher Rate Environment


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Thoughts About a Governance Downgrade


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From Incremental to Multivariable Management
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