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Tuesday, May 8

Wednesday, May 9


Tuesday, May 8 - 7:30-8:30 a.m.  

1A: Getting Beyond the Merger
The success of a merger or acquisition begins with aligning the business strategy with the brand strategy. This means establishing a deep understanding of why the merger or acquisition makes financial sense for both companies, and building a related framework for a story that resonates with all key internal and external stakeholders. This session will discuss how selecting the right strategy sends for a competing vision and the importance of sending the right signals to employees and the outside world.

John Cochrane, President & CEO, HumanGood
Randall Stomper, Board of Directors, HumanGood

1B: Guiding Your Way Through 2018 Tax Reform
This session will give specific updates to not-for-profit senior living providers as to the changes that will go into effect as a result of the recently passed Tax Cuts and Job Act of 2017. We will review how the changes impact the organization's operations, the employees of those organizations, and the residents. In this session, you will gain insight into how to plan for the changes.

Faculty:  Doug Mueller, CPA, President of Mueller Prost 
Finance 1C: Building the Future - New Models for Middle-Income Seniors
Non-profit providers have long excelled at serving both the affordable-rate market and the top-third of income earners who desire full-service Life Plan Communities. But the long-awaited age wave is finally arriving, and many of the Baby Boomers who make up this wave will need middle-income options that don’t currently exist. This session will address the question of middle-income senior housing from a number of different perspectives.

Sarkis Garabedian, Director, Ziegler
Stuart Jackson, Senior Vice President, Planning and Finance, Greystone
Brad Straub, Senior Vice President, Planning and Finance, Greystone
Operations 1D: Practical Ideals for Improving Organizational Efficiency in Post-Acute Care
With every healthcare provider moving toward value-based care, post-acute services will increasingly become a more integral part of any strategy. This means that providers will also need to carefully examine organizational efficiencies in order to keep pace with new demands. The ultimate goal is delivering consistently positive clinical outcomes at a predictable cost. This requires providers to exert more control over the post-acute elements of the healthcare continuum, which is where a lot of the cost is consumed and a lot of the variability is introduced.   Operating in this space, however, requires resources, scale, and technology know-how. And that’s also where business process, coupled tightly with technology, comes into focus to help advance an organization’s mission, create better outcomes and experience, optimize organizational capacity, and unlock new profit pools. The Facultys will explore the most critical business processes from the post-acute providers that are using them – and championing them – on a daily basis.

Jody Harbour, Product Leader, American HealthTech
Maria Arellano, MS RN, Clinical Product Leader, American HealthTech
Best Practices in Person Centered Care 1E: The Dynamics of Falls and Accidents in Person-Centered Care Reporting
This program will assess and analyze the dynamics of fall and accident reporting in the current regulatory climate.  The program will provide an overview of the reporting guidelines with a focus on areas where under or over reporting may occur. In addition, the program will focus on the updated conditions of participation and how the new requirements effect the regulatory environment for fall and accident reporting, investigation, analysis, and the potential for regulatory action after an accident or fall.  The Facultys will utilize examples, group brainstorming, and group discussion to assess particular examples and walk through potential scenarios.  The program will provide the audience with the tools to take comprehensive action in the wake of an accident or fall at the community.  Moreover, the audience will take away tools to assess and analyze whether falls or accidents are reportable.  Finally, the audience will gain a broader understanding of the new requirements of participation and how they can take steps to respond to the new requirements (both Phase I and Phase II) and work to avoid the potential for regulatory action.

Jillian Somers Donovan, Senior Counsel, Hanson Bridgett
James Napoli, Partner, Hanson Bridgett
Senior Housing 1F: Thriving in Place with Non-Governmental Healthcare Partnerships
LifeSTEPS will share our framework of creative partnerships that have brought together the worlds of affordable housing and health care services, enabling our older adults to Thrive in Place. This non-governmentally funded pilot program brings together a highly motivated team of affordable housing partners, service providers and health care professionals. Join us to explore the roles our RN case manager, on-site social worker and older adult residents have in ensuring at-risk residents remain in their homes with appropriate supports. We will discuss the milestones and challenges encountered in implementing this program as well as the measurable outcomes achieved.

Beth Southorn, MACP, Executive Director, LifeSTEPS
Meredith Chillemi, Director of Curriculum, LifeSTEPS
Workforce Issues 1G: Recruiting, Engaging, and Retaining Tomorrow' Workforce
A trained and engaged workforce is the foundation for providing quality services for older adults.  While many employees are drawn to careers in senior living because of their passion for providing and serving in this industry, it is clear there are demographic challenges and significant competition facing areas of this sector.  Recruiting, engaging, and retaining a workforce equipped to meet these challenges in the coming years will be a key to meeting the future needs of older adults.

Faculty: Jim Moran, VP of Human Resources, Seniors Division of North America, Sodexo Seniors
Dementia/Behavioral Issues 1H: Substance Use and Abuse in Seniors
Interactive lecture with audience participation and Q&A. Participants will be better able to identify risk factors, use and misuse, open discussions with residents and their families and plan treatment accordingly.

Faculty: Kimberly Baumgarten, Clinic Manager, Clinical Services Coordinator, O'Connor Woods
Sales and Marketing 1I: How to Utilize Digital Marketing to Engage and Recruit Supporters
This session reviews the steps and resources necessary to create a successful technology program for older adults.  During the session we will review the results of the research that was conducted after the program was completed to determine the impact on social isolation. The Faculty will share the curriculum that was created and lessons learned throughout the process. 

 Seth Anthony, Communications Manager, Varsity Branding
Technology & Innovation 1J: Empowering Elders Through Technology
- Learn the steps and resources necessary to create a successful technology program with older adults living in affordable senior housing communities
- Review the "Visitry" application as an example of what applications are specifically targeted for older adults.

Faculty: Mary Stompe, Executive Director, PEP Housing

Design & Project Management 1K: Stay Competitive: Master Plan Results
Often built well over two decades ago, many not-for-profit communities in California find themselves in dire need to either upgrade, renovate or even completely reposition themselves. As for-profit developers enter the market at a fast pacee -offering more choices and levels of care - we will explore the following questions: • How does your community know where to start to re-position itself in this new market? • Where does the investigation begin? • What is the process that yields the best results, and • how do you implement those results? The panel will review a new master planning process that takes into account and respects existing residents while positioning itself for future residents. We will examine two different communities - Aldersly Retirement Community and Carmel Valley Manor- who have successfully gone through the process.  Their respective CEOs Gilbert Carrasco and Jane Ipsen will share what triggered their effort to reposition, as well as how they brought along the Board, staff, and representative resident leaders to understand both the urgency of embracing change and the options worthy of exploration. They will further highlight how they found the right answer for their respective communities based on culture, location and circumstances, yet arrived at different solutions utilizing the same process. Ted McBeth from LCS will discuss the value of integrating marketing and financial considerations early and continuously into the process  Leslie Moldow from Perkins Eastman will outline a consensus driven process called IDEAS—Integrating Design, Economics, and Assessment—and show how a community’s unique circumstances can impact the final master plan’s actionable solutions. She will also share the value of resident surveys and brainstorming sessions.

Leslie Moldow, Principal, Perkins Eastman
Ted MacBeth, VP/Director of Project Development, LCS Development
Jane Ipsen, CEO, Carmel Valley Manor
Gilbert Carrasco, CEO, Aldersly
Philanthropy 1L: Sales and Philanthropy Working Wonders Together
Building a billion dollar sales team with staff you did n’t know  can help sales teams efectively communicate the organization’s brand and mission to prospective residents and help to engage interest. This session will help you gain a practical understanding of comunicating with prospective resdients about the organization, financial planning and the benefits of planned giving opportunities.

Faculty: Katharine Miller, Executive Director, Episcopal Senior Communities Foundation