Welcome/Opening Remarks | 8:30-8:45 am
Speakers: Elissa Sherman, LeadingAge Massachusetts and Keith Robertson, Ziegler
The State of Senior Living & Senior Living Capital Markets | 8:45-10:15 am
Speakers: Dan Hermann and Keith Robertson, Ziegler
Description: This opening session will set the stage for the workshop’s agenda, providing an overview of key trends in the senior living sector within a framework of the national economy and capital markets.
Objective 1: Learn about the key operating and financing trends in the not-for-profit senior living sector.
Objective 2: Highlight the sector’s recovery post-downturn and the “new normal” backdrop.
Objective 3: Understand how national and regional trends are impacting Massachusetts providers and how they can plan accordingly.
BREAK | 10:15 – 10:30 am
Transformation of the Post-Acute Care System: Is it the Key to Health Care Savings? | 10:30 – 11:45 am
Speakers: Clay Ackerly, MD, Partners; Randi Berkowitz, MD, Commonwealth Care Alliance; Linda Oliver, Atrius Health; Patrick Stapleton, Sherrill House; David Terry, Remedy Partners; Greg Toot, Hebrew SeniorLife
Moderator: Michael Slavik, CliftonLarsonAllen
Description: As the healthcare landscape continues to evolve with a focus on improving health for populations, improving care for individuals while simultaneously reducing overall costs, there is heightened focus on the role of post-acute care. Accountable Care Organizations (ACOs), Managed Care organizations and Bundled Care Providers are all utilizing or considering new strategies to achieve savings and improve care by changing how post-acute care is delivered and paid for. Hear from representatives of the Pioneer Accountable Care Organizations (ACOs), Managed Care organizations and Bundled Care initiative to understand their strategies for reforming post-acute care. Hear from two not-for-profit providers that have been at the forefront of these changes and learn what strategies they are adopting to be successful into the future.
Objective 1: Understand how new models of health care payment and delivery are impacting the experience of post-acute care.
Objective 2: Identify the special concerns of the dual eligible population in planning a post-acute and long term care network.
Objective 3: Learn how some aging service providers have become critical partners in the transformation of the health care system.
LUNCH | 11:45 am – 12:45 pm
BREAKOUT SESSIONS | 12:45 – 1:45 pm
Senior Living Financing Options
Speakers: Stacey Donlon, TD Bank; Erik Jones, RBS Citizens; TBD from an Institutional Bond Investor
Moderator: Keith Robertson, Ziegler
Description: This is a popular, recurring session for the symposium each year as it provides important updates for senior living organizations who are seeking capital or looking to refinance existing debt. What are the current trends in bank lending as well as the fixed-rate bond market? What advice do lenders have for providers who are seeking capital? These questions and more will be answered by the finance professionals participating in the session.
Objective 1: Discuss recent trends in senior living financing and what providers need to know if seeking capital.
Objective 2: Understand what steps provider organizations need to take to successfully prepare for capital projects and be a strong candidate for financing.
Objective 3: Hear how lenders perceive the sector and understand their evaluation process for providing funds to senior living organizations.
Tax-exempt Issues & Social Accountability: What you need to be prepared for
Speaker: Cory Kallheim, LeadingAge
Description: While the topic of Social Accountability is not a new one, the degree to which it is a “nice to have” versus a “must-have” component within your organization has changed dramatically in recent years. This is not only a local issue, but a state and federal one as well. LeadingAge has developed a robust campaign called “Count The Ways,“ to support providers in their endeavors. This session will provide an overview of that program and will give attendees updates and provider case studies from recent events in the sector.
Objective 1: Ensure that attendees are up to date on the current position of LeadingAge on the topic of Social Accountability and what tools the association provides to its members.
Objective 2: Provide an overview as to the current local, regional and national landscape as it relates to not-for-profit senior living providers and preservation of tax-exempt status.
Objective 3: Hear provider case studies from organizations who have worked through tax-exempt challenges and hear examples of robust Social Accountability programs.
BREAK | 1:45 – 2:00 pm
BREAKOUT SESSIONS | 2:00 – 3:00 pm
Building a Successful Philanthropy Program and Donor Base
Speakers: Carol Constant, Loomis Communities; Mike Davenport, Davenport and Barr; Lori Foley, Sanborn Place Home and Day Services
Description: Fundraising and building a strong donor base is more important than ever in the not-for-profit senior living sector. Whether you are looking to start a fundraising program or enhance a current one, this session will provide guidance to your philanthropy efforts. Senior living providers take different approaches to fundraising, so it is important to identify the appropriate structure and fit for your organization. Presenters will share the keys to their success and will give guidance to those looking to build a stronger fundraising arm within their organization.
Objective 1: Have attendees evaluate the importance of having a strong philanthropy and fundraising arm within their organizations.
Objective 2: Learn about potential approaches and building blocks for philanthropy and foundation work within your organization.
Objective 3: Hear provider examples of lessons learned and successful approaches to garnering a strong donor base.
Do you know how much you are “Liked?” - Marketing Through the Use of Social Media
Speakers: Sharon Buehrle, Deaconess Abundant Life Communities and Randy Eilts, GlynnDevins
Description: Many sessions have focused on how to effectively market your community or home-based services through traditional approaches to outreach, but do you know how to embrace social media and use it to your advantage? This session will cover key elements of using social media for outreach and also what organizations need to consider before using these methods. Panelists will share examples and case studies of successful and innovative approaches through the use of outlets such as Twitter, Facebook and others.
Objective 1: Highlight the transformational role that social media and the internet is playing in senior living marketing, sales and admissions.
Objective 2: Give attendees tips and advice on how to effectively utilize these strategies to enhance the brand and mission and drive promotional efforts.
Objective 3: Hear from a provider organization about how it has successfully integrated social media into its platform and what steps it took to accomplish this work.
BREAK | 3:00 – 3:15 pm
How to Reposition, Refresh and Re-Brand your Organization for Long-Term Success | 3:15 – 4:15 pm
Speakers: Kevin Burke, North Hill and Merlin Southwick, Mount Pleasant Home
Description: There is no doubt that to be successful, providers need to demonstrate high-quality care and service. Beyond that, providers need to ensure that their communities have curb appeal, that physical plants are in-line with consumer expectations and that the image is one of a progressive organization, not a sleepy, behind-the-times provider. This powerful closing session will highlight two examples of organizations who strategically planned to make changes to their operations and physical structures, both yielding very favorable outcomes. The presenters will share the history of these transformational projects and what organizations should consider before starting this process.
Objective 1: Emphasize the importance of staying relevant to your customers and how organizational positioning can dramatically improve the success of the organization’s mission.
Objective 2: Hear two provider examples of community transformations and the resulting return on the investment
Objective 3: Provide attendees with suggestions on what to consider if planning for a community update and advice on how to be successful from planning through completion.
Wrap-up/Closing | 4:15 pm
Speaker: Keith Robertson, Ziegler
Following the Symposium, all attendees are invited to a
wine & cheese gathering sponsored by Ziegler.
Click HERE to download program brochure.