2019 Senior Living Symposium

March 14, 2019

Crowne Plaza, Natick, MA

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8:30 – 8:45 am

Speakers: Elissa Sherman (LeadingAge Massachusetts) and Keith Robertson (Ziegler)

8:45 – 10:15 am

The 2019 State of Senior Living & Senior Living Capital Markets
This opening session will set the stage for the rest of the day’s agenda, providing an overview of key strategic trends in the senior living sector within a framework of the national economy, the capital lending environment and aging services climate nationally and in the state of Massachusetts.

1. To learn about the key operating and financing trends in the not-for-profit senior living sector
2. To highlight the key trends, disruptors and catalysts impacting senior services
3. To understand how national and regional trends are impacting Massachusetts providers and how they can plan accordingly

Speakers: Dan Hermann, Lisa McCracken, Keith Robertson (Ziegler)

10:15 – 10:30 am BREAK
10:30 – 11:45 am

KEYNOTE – Opportunities in Healthy Aging and System Integration
In the next decade, a rapidly growing population of older adults age 80 and older will live longer than ever before. As we approach the very old age of baby-boomers, our systems are unprepared and strained. We face the perfect storm of too few resources, inadequate infrastructure, and high need populations. The good news is that the private and public sectors are starting to respond. In this keynote address, Anne Tumlinson will share with you five important trends in innovation across the health and long-term care landscape and how your organization can participate.

1. Understand aging demographics and the experience of late-life disability in America 
2. Hear about new opportunities to receive reimbursement for non-medical services from Medicare Advantage payers
3. Learn how some organizations are financing new healthy aging programs by taking risk for healthcare spending

Speaker: Anne Tumlinson (Anne Tumlinson Innovations)

11:45 am – 1:15 pm


Meet with representatives from tech companies to learn about some of the latest technology impacting aging services.

1:15 – 2:15 pm BREAKOUT SESSIONS

Senior Living Financing in 2019 – Provider Case Studies
Senior living providers have been quite active in recent years with borrowing capital to fund campus expansion and repositioning projects and to also refund debt to lower the cost of capital. This session will highlight providers who have recently accessed capital and will delve into the rationale for selecting certain mechanisms (bank or bond) and the benefits/drawbacks associated with various approaches.

1. To understand capital sources and structure options for senior living providers.
2. To delve into case studies of recent financings to understand how to best align capital structure with financing objectives
3. To gain insight into alternative sources of capital and financing structures.

Speakers: Fred Erdman (Wake Robin), Kevin Goyette (The RiverWoods Group), Keith Robertson (Ziegler)


Operating & Growing Effective HCBS Platforms
Many providers are looking to grow non-housing revenue and exploring HCBS platforms is a common strategy. This session will give guidance for organizations looking to develop or enhance home health, home care or hospice service lines and will highlight examples of providers who have diversified outside of seniors housing offerings.

1. To understand the scope of service options for HCBS platforms.
2. To highlight the keys to successful home health and hospice operations as well as mistakes to avoid.
3. To hear feedback from providers who have established and grown their own HCBS service lines.

Speakers: Nancy King (Senior Options), Christopher Sintros (Deaconess Abundant Life Communities), Jon-Paul Venoit (Masonicare)

2:15 – 2:30 pm BREAK
2:30 – 3:30 pm BREAKOUT SESSIONS

Project Development & Construction Considerations for 2019
There is a great deal of activity in senior living with campus renovation and expansion projects as well as select new campus developments. Project execution has been pressured recently due to workforce shortages in the construction field, increasing material costs and negative impacts from government-imposed tariffs. This session will highlight how to execute a successful construction and development project, taking all of these factors into consideration.

1. To identify some of the current construction and development pressures in senior living.
2. To identify ways providers can effectively execute successful projects despite current constraints.
3. To share recent examples of senior living construction projects.

Speakers: Jim Freehling (Brookhaven at Lexington), Chris Floyd (C.E. Floyd), Erik Dalen (OnePoint)


Strategic Recruitment and Hiring Issues
Hiring decisions are some of the most important decisions an employer can make. Everyone wants to avoid a “bad hire,” yet there are limits to what an employer can say and do during the hiring process. The risks are magnified in a tight labor market, where employers are competing for scarce talent.  In this session, we will explore the legal requirements, pitfalls to avoid, and best practices to help maximize the chances for successful hiring. Topics include:

  • Lawful and Unlawful Interview Questions
  • Background Checks and CORI
  • Documentation (e.g., offer letters, application form, non-compete agreements, employment contract)
  • Drug Testing
  • Accommodating Disabled Applicants
  • Diversity and Inclusion Initiatives
  • Compensation Negotiations in the Wake of the MA Equal Pay Act

Learning Objectives:

  1. Learn about legal pitfalls to avoid during the recruitment and hiring process
  2. Learn about proper documentation for applicants and new hires
  3. Learn about changes in Massachusetts state laws (including around marijuana utilization and equal pay) that impact hiring

Speakers: Elizabeth E. Monnin-Browder,  Pete Moser (Hirsch Roberts Weinstein LLP)

3:30 – 3:45 pm BREAK
3:45 – 4:45 pm

Closing Panel – Governance
We will close out the Symposium with board member representatives from various member organizations. Learn what is top of mind for senior living boards, the direction their organizations are heading, and how they perceive the role of governing boards in setting the strategic direction of the organization.

1. To hear from the perspective of the senior living board member.
2. To clarify the roles and expectations of not-for-profit boards.
3. To gain insight into the strategic direction of proactive, healthy senior living organizations.

 Panelists: Ken Blake (The Overlook), Stephen Corrigan (The Loomis Communities), Michael McConnell (Pleasant Spring Communities)

4:45 pm

Wrap-Up & Closing Remarks
Speakers: Keith Robertson (Ziegler), Elissa Sherman (LeadingAge Massachusetts)

5:00 pm Wine & Cheese Social for Attendees