Registration

Welcome & Opening Remarks

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

The 2021 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 sector recovery from the pandemic, the capital lending environment and overall senior living climate nationally and in the state of Massachusetts.   

Objectives:

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, Keith Robertson, Lisa McCracken (Ziegler)

NETWORKING LUNCH

More than Housing and Healthcare – Envisioning the Future of Senior Communities

As we look at the future of senior communities, there are new developments that stand out because of their unconventional mission, their collaboration with local affinity groups, or their creative outreach models. Join a CEO panel discussion on the visioning and development of the next generation of senior living communities, targeting specific populations and affinity groups. The session will start with an overview by DiMella Shaffer of many innovative development projects nationally, followed by a discussion amongst visionary CEOs who are choosing to develop new products that are unique and outside of their conventional model, reinforcing the idea that senior living is more than housing and healthcare.

Objectives:

1. Learn about new initiatives that are in the works, revolutionizing senior communities
2. Understand the benefit of aging in one’s own community
3. Hear from visionary CEOs of national senior living organizations on what it takes to think outside of their own box and how to gather support at the board level to start new initiatives.

Speakers: Philippe Saad (DiMella Shaffer), Sean Kelly (The Kendal Corporation), Aileen Montour (LGBTQ Senior Housing, Inc.), Amy Schectman (2Life Communities)

Hitting the Reset Button: Marketing to the Next Generation of Consumers

We have acknowledged for some time that the Boomer generation of customers will have very different preferences, expectations and behaviors than previous older adult generations. This session will highlight a provider who has not only adapted marketing and sales tactics driven by the pandemic, but is also developing a meaningfully different product for the next generation of consumers. 

Objectives:

1. To acknowledge adaptation needed in sales and marketing tactics driven by the pandemic
2. To discuss transformational changes the sector needs to embrace, beyond incremental adjustments to attract future consumers
3. To profile a case study of a provider who is redefining retirement living, aligning with the next generation consumer

Speakers: Stephen Bailey, Laura Jones (The Kendal Corporation)

Framing the Future 

We will close out the Symposium with a discussion on the various ways LeadingAge providers are using the lessons of the past year and a half to move beyond the pandemic. In this facilitated discussion, CEOs and Board members will share their perspectives on how the strategies that their organizations are taking to navigate the road ahead.

Objectives:

1. Understand the impact the pandemic has had on governance in nonprofit aging services organizations
2. Consider the path ahead for these organizations
3. Identify best practices in governance

Facilitator: Keith Robertson (Ziegler)

Panelists: Adam Berman (Legacy Lifecare), Karen Laganelli (Notre Dame Healthcare), Chris Sintros (Deaconess Abundant Life Communities)

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