2014 alfa senior living executive forum
Transcription
2014 alfa senior living executive forum
Program Sponsor 2014 ALFA SENIOR LIVING EXECUTIVE FORUM NOVEMBER 12-13, 2014 | LOEWS NEW ORLEANS HOTEL PROGRAM GUIDE Before she was in your care, she was going to change the world. MatrixCare can help you make sure she still can. (Minus the bellbottoms and love beads.) Now you can spend less time on paperwork and more time making the world a better place for each of your residents – with a unique, care setting-specific EHR solution designed specifically for assisted living communities and skilled nursing facilities like yours. Copyright © 2014 MDI Achieve. Choose MatrixCare for: An integrated system that tracks, documents and communicates everything from resident preferences and care to marketing, finance, billing and more ✓ A leading certified, cloud-based EHR solution for over 30 years PMS 541 PMS 166 C100 M57 Y0 K38 C6 M81 Y100 K0 An EHR solution designedR225 toG85change and grow B38 R0 G70 B127 with your organization – today and tomorrow See how MatrixCare can help make your job easier. Watch our videos at MatrixCare.com/video MatrixCare: Delivering better coordination of care with setting- specific EHR solutions since 1982. Watch our videos at MatrixCare.com/video WELCOME Dear ALFA Senior Living Executive Forum Attendees, The ALFA Senior Living Executive Forum is an exclusive opportunity for executives from both provider companies and those allied companies with a significant stake in senior living to come together to discuss issues shaping the future. You are part of an elite group of leaders with common questions and concerns. And, the ALFA Senior Living Executive Forum is a chance to connect with your peers, discuss what’s on your minds and collectively explore solutions to advance business excellence. Our short time together is scheduled to produce an intensive learning and collaborative environment focused on the relevant topics related to the senior living business today and in the future. But, we’ve left time to stop, catch a breath and enjoy connecting with your colleagues, friends and business partners. The ALFA Forum is a benefit your company extends to you as part of its membership in ALFA. But, even still, none of this would be possible without the generous support of sponsors. We’d like to particularly thank MatrixCare and Health Care REIT along with all the companies that sponsored topical sessions, Forum materials and events. Enjoy this day with your peers. We promise a rewarding experience that will benefit you, your company and the seniors you serve. Sincerely, Maribeth Bersani Interim CEO & SVP of Public Policy Schedule-At-A-Glance Schedule Details Executive Roundtable Meeting Agendas Executive Roundtable Member Directory President’s Council Member Directory ALFA Board of Directors & Staff Event Map Downtown New Orleans Map 5 6 12 17 26 30 32 34 3 OUR SPONSORS Thank you! Our sincere appreciation to the companies that help make the ALFA Senior Living Executive Forum possible. Please take a moment to personally thank these companies for their generous contributions. 4 SCHEDULE AT-A-GLANCE Tuesday, November 11 5:45PM – 7:00PM Mix & Mingle Reception at the Loews Hotel Lobby Swizzle Stick Bar Wednesday, November 12 8:30AM – 5:00PM Attendee Registration 10th Floor - Parish Hall 9:30AM – 11:00AM Pre-Forum Educational Sessions 9th-10th Floors 12:00PM – 1:15PM Luncheon & Town Hall Discussion with ALFA Board of Directors Louisiana Ballroom 1:15PM – 2:00PM Opening General Session: The Price of Leadership Louisiana Ballroom 2:30PM – 3:45PM Breakout Sessions 9th-10th Floors 4:00PM – 5:15PM Breakout Sessions 9th-10th Floors 5:30PM – 7:00PM VIP Networking Reception at The Chicory The Chicory (610 South Peters St.) Thursday, November 13 8:15AM – 10:30AM Attendee Registration 10th Floor - Parish Hall 8:45AM – 10:15AM Closing General Session & Breakfast: The Changing Meaning of Aging Louisiana Ballroom 10:30AM – 12:30PM Annual Meeting of the ALFA President’s Council Louisiana Ballroom I 10:30AM – 1:30PM Senior Living Owner/Operator Roundtable Meetings 9th-10th Floors (President’s Council Members Only) (Executive Roundtable Members Only) 5 SCHEDULE Tuesday, November 11 5:45PM – 7:00PM Swizzle Stick Bar Mix & Mingle Reception Early arrivals, join your colleagues for a drink at the Lowes Hotel Lobby/Bar to kick off the Executive Forum. Sponsored by: Wednesday, November 12 8:30AM – 5:00PM 10th Floor - Parish Hall Attendee Registration 9:30AM – 11:00AM Memory Care Working Group Note: By invitation only. 9:30AM – 11:00AM 9th Floor Pre-Forum Educational Sessions Feliciana East-West »» Achieving Operational Strategies with KPIs Facilitator: Steven Vick, CEO Signature Senior Living Signature Senior Living CEO Steven Vick will discuss key performance indicators (KPIs) while sharing insight on the processes and tools he has used to manage senior living communities for more than 25 years. Topics covered will include leveraging technology as well as identifying and using KPIs for real-time decision-making. Sponsored by: Lafourche + Pointe Coupee »» Senior Living Staffing in 2015 Speakers: Matt Bromen, Human Resources Director, Era Living Robb Montejano, Director of Information Technology, Era Living Mark Woodka, CEO, OnShift The competition for quality talent in senior living is fierce. Winning organizations have adopted innovative practices to recruit, engage and retain employees. You will learn how to address key issues including generational differences among employees, managing high turnover, developing leaders and attracting best-fit employees. Sponsored by: 6 SCHEDULE 12:00PM – 1:15PM 10th Floor Louisiana Ballroom Luncheon & Town Hall Discussion With ALFA Board of Directors 1:15PM – 2:00PM 10th Floor Louisiana Ballroom Opening General Session: The Price of Leadership Moderator: ALFA Chairman Brenda J. Bacon, CEO, Brandywine Senior Living As the senior living industry continues to grow and change so does ALFA. Hear from members of ALFA’s Board of Directors who will discuss the association’s new strategic direction, including an increased focus on advancing standards, credentialing and state policy. Learn how ALFA has realigned its programs to support an inclusive, united industry dedicated to protecting choice, supporting independence and enhancing quality of life for seniors. Keynote Speaker: Lt. General Russel L. Honoré, USA (Ret.) Gen. Russel Honoré is a no-nonsense leader on a mission to help the United States relish the spirit that makes it great. He shares with audiences deeply held principles for leading in the 21st century, where unpredictability and volatility are ever present. Attendees will benefit from insights on investment in the success of a team, why you should never allow yourself to shrink from acting out of fear of criticism, and why we should save our best leadership for at home. Sponsored by: 2:30PM – 3:45PM 9th Floor Breakout Sessions Pointe Coupee »» Building a Brand for the Senior Living Industry Facilitators: Steve Bast, Nucleus Marketing Lab Shannon Fern, Communications Strategy Group Phil Goldbert, Nucleus Marketing Lab As the senior living sector continues to grow, the need for a powerful industry brand has never been clearer. This session will include case studies about effective industry branding campaigns and discussion about how member companies and ALFA can support and nurture the senior living industry brand. St. Tammany »» Ethics and Aging Facilitator: Harry R. Moody, PhD, Visiting Professor, Fielding Graduate University In this session, explore case studies involving family decision-making, reluctance to accept senior living services and end-of-life decisions. Participants will review video presentations of reallife cases and then work in small groups to develop effective strategies for coping with ethical dilemmas in practice. St. Landry »» Innovations, Technology, and the Future of Senior Housing Facilitator: Andrew Carle, Executive-in-Residence, Program in Senior Housing Administration, George Mason University This session will provide an overview of a worldwide aging population and the need for new models of housing to meet both the demographic and psychographic needs of baby boomer seniors. The discussion will include examples of innovative “nana” technologies improving quality of life for seniors by addressing projected labor and resource challenges, as well as niche communities for different cultures, interests and special needs populations. Sponsored by: 7 SCHEDULE Lafourche »» Leadership and Preparedness in the 21st Century Facilitator: Lt. General Russel L. Honoré, USA (Ret.) Gen. Honoré will discuss the essential qualities that 21st century leaders need, including “decision superiority,” the ability to “see first, understand first and act first.” He will offer insights into the benefits of addressing disaster before it strikes. Terrebonne »» Training for Board Service on ALFA Affiliates and Chapters (Part 1) Facilitator: Jim Anderson, Principal, Howe Anderson & Smith PC This two-part training program will equip participants with facts about their legal and fiduciary responsibilities as well as best practices in association governance and industry public policy goals to make them effective members of ALFA’s state partner organizations. Attendees will receive a toolkit describing the roles and responsibilities of members of industry boards of directors. Note: Participants are requested to reconvene for the second part of this session at 4:00PM, which expands on and introduces new information. 4:00PM – 5:15PM 9th Floor Breakout Sessions Pointe Coupee »» Best Practices for Identifying and Preventing Elder Abuse in Senior Living Facilitator: Harry R. Moody, PhD, Visiting Professor, Fielding Graduate University Participants will focus on strategies to identify and prevent the many different types of elder abuse. Participants will review video presentations of real-life cases and then work in small groups to develop and share effective strategies for preventing elder abuse. Lafourche »» Is Your Sales Staff Asking the Right Questions? Facilitator: Andrew Carle, Executive-in-Residence, Program in Senior Housing Administration, George Mason University Senior living “mystery shops” conducted by students in the Senior Housing Administration program at George Mason University have been showing for the last 10 years that sales staff at assisted living communities are failing to ask the right questions and offer adequate information that could turn a sales lead into a move-in. Learn how to create a fresh approach with better results. St. Landry »» Media Relationships, Communications, and Response Facilitators: Sarah Bascom, President, Bascom Communications & Consulting Lyndsey Cruley, Vice President, Bascom Communications & Consulting Sharon Cohen, Associate Director of Communications, ALFA This interactive session will include recommendations for earning positive media coverage for your company as well as guidance and best practices for responding to negative stories. Participants will receive a toolkit and checklists to evaluate their company’s readiness to manage a media crisis. Terrebonne »» Training for Board Service on ALFA Affiliates and Chapters (Part 2) Facilitator: Jim Anderson, Principal, Howe Anderson & Smith PC The second session of this two-part training program that began earlier in the day will equip participants with facts about their legal and fiduciary responsibilities as well as best practices in association governance and industry public policy goals to make them effective members of ALFA’s state partner organizations. 8 SCHEDULE 5:30PM – 7:00PM The Chicory VIP Networking Reception at The Chicory 610 South Peters St. | 504-521-8055 Step back in time to the Old New Orleans French Quarter and enjoy a cocktail while connecting with old and new friends. Gather here for your group dinners or just unwind with fellow Executive Forum participants. Sponsored by: Thursday, November 13 8:15AM – 10:30AM 10th Floor - Parish Hall Attendee Registration 8:45AM – 10:15AM 10th Floor Louisiana Ballroom Closing General Session & Breakfast: The Changing Meaning of Aging Keynote Speaker: Harry R. Moody, PhD, Visiting Professor, Fielding Graduate University Harry (Rick) Moody, Ph.D., recently retired as Vice President and Director of Academic Affairs for AARP in Washington, DC. He is currently Visiting Professor at Tohoku University in Japan, and Distinguished Visiting Professor at Fielding Graduate University. Dr. Moody previously served as Executive Director of the Brookdale Center on Aging at Hunter College and Chairman of the Board of Elderhostel (now Road Scholar). Dr. Moody is the author of over 100 scholarly articles, as well as a number of books including: Abundance of Life: Human Development Policies for an Aging Society, Ethics in an Aging Society and Aging: Concepts and Controversies, a gerontology textbook now in its 7th edition. A graduate of Yale (1967) and a Ph.D. in philosophy from Columbia University (1973), Dr. Moody taught philosophy at Columbia, Hunter College, New York University, and the University of California at Santa Cruz. Moody is known nationally for his work in older adult education and recently stepped down as Chairman of the Board of Elderhostel. He has also been active in the field of biomedical ethics and holds appointment as an Adjunct Associate of the Hastings Center. 10:30AM – 12:30PM 10th Floor Louisiana Ballroom I Annual Meeting of the ALFA President’s Council (President’s Council Members Only) »» Opening Remarks & Review Agenda Speaker: Brad Klitsch, SVP of Marketing Development, Direct Supply »» Progress Update on New Association Initiatives Speaker: Maribeth Bersani, Interim CEO & SVP of Public Policy, ALFA »» Senior Living Resident Profile / Quality of Life Research Speaker: Andrew Carle, Executive-in-Residence, Program in Senior Housing Administration, George Mason University »» Senior Living Operator Panel Discussion “Future Trends in the Senior Living Industry” Moderator: Sharon Cohen, Associate Director of Communications, ALFA Panel: Joe Jasmon, COO, The LaSalle Group Matt Peponis, CEO, Greenfield Senior Living Don Thompson, President & CEO, Senior Living Communities 9 SCHEDULE 10:30AM – 1:30PM Senior Living Owner/Operator Executive Roundtable Meetings (Executive Roundtable Members Only) Lafourche »» Chief Operating Officer Terrebonne »» Chief Financial Officer Pointe Coupee »» Clinical Quality Beauregard »» Dining Services* Chair: Alan Fairbanks, Executive VP, Bickford Senior Living Chair: Tom Croal, CFO, Silverado Senior Living Chair: Jennifer Bayard, Senior VP, Clinical Operations, Carlton Senior Living Chair: Joska Hajdu, Senior VP, Dining Services, Brookdale *Meeting will be held on Nov. 12 9:30AM – 12:00PM Beauregard »» Government Relations/Legal St. Tammany »» Human Resources St. Landry »» Information Technology Acadia »» Regional East & West Feliciana »» Sales & Marketing 10 Chair: Mike Pochowski, Director, Government Affairs & Legal Operations, Brookdale Chair: Suzanne Foley, Senior VP of Human Resources, Integral Senior Living Chair: Scott Ranson, CIO, Brookdale Co-Chair: Shamim Wu, Executive VP of Sales, Holiday Retirement Co-Chair: Michael Levine, VP of Sales & Marketing, Chelsea Senior Living A shared vision for seniors housing. 877.670.0070 • www.hcreit.com EXECUTIVE ROUNDTABLE AGENDAS Chief Operating Officer Executive Roundtable Current Topics »» Census Management • Decisions to move in a new resident must be carefully weighed against the current capacity and capabilities of staff, risk factors, etc. ◊ Factors to consider: Sale Process Referral Pipeline Building a sales team, incentives Tracking the changing acuity levels »» Identifying and Developing Great Leaders • Leadership Development • Staff Retention • Training and Certification »» Caring for Residents with High Acuity • Residents are entering senior living with higher acuity and more dementia. Balancing resident expectations, quality of care, compliance standards, risk considerations and census levels creates a continual pressure on making placement or retention decisions based in acuity. ◊ Factors to consider: ◊ Limiting liability: falls, accidents, elopements ◊ Licensure regulations of staffing patterns ◊ Integration of dementia and non-dementia residents ◊ Metrics: linking them to the bottom line ◊ Increasing physician involvement ◊ Clinical metrics assessment and monitoring ◊ Health Insurance »» What Key Performance Indicators Are You Tracking To Drive Margin? »» Senior Living Providers Role in Accountable Care Organizations »» Market and Regional Trends Affecting the Industry »» Organized Labor/Unions Standing Items A. Housekeeping • Roundtable Policies • Review ALFA’s Antitrust Policies B. Conference Session Planning Chief Financial Officer Executive Roundtable Current Topics »» Community Forecasting »» Tracking Cash Flow »» Rising Costs to Compete -Staffing, Food, »» »» »» »» 12 Advertising, Capital Expenditures (CAPEX) Potential for Over Development Finding Qualified Employees Potential Adverse Regulatory Changes Risk Management »» »» »» »» »» »» »» »» Census Levels Paid Time Off (PTO) How to Bonus Windfalls/Promotes Key Performance Indicators New Development Best Practices for Investment Commodities Bonus Plan Sales Metrics/Referral Source Metrics EXECUTIVE ROUNDTABLE AGENDAS Standing Items A. Housekeeping • Roundtable Policies • Review ALFA’s Antitrust Policies B. Financing • Current Bank Practices and Trends • Status of Fanny Mae and Freddy Mac C. Acquisitions • Current Market Conditions • Capitalization Rates (CAP) Rates D. Insurance • Workers Compensation • Health Insurance • Liability Insurance E. Occupancy Rates • Industry Trends • Incentives and Promotions • Pricing Pressures F. Conference Session Planning Follow Up Items Financial Benchmarking Clinical Quality Executive Roundtable Current Topics »» »» »» »» Standing Items A. Housekeeping • Roundtable Policies • Review ALFA’s Antitrust Policies B. State Regulatory Activity • Rhode Island draft regulations • Massachusetts draft regulations • New Hampshire draft regulations • Other states that will have activity in 2015? C. Documentation • What role electronic health records play in creating documentation efficiency? Are Interventions to Reduce Acute Care Transfers (INTERACT) Initiative Patient Safety Organizations (PSOs) Use of Psychotropic Medication New Technology End of Life Care there limitations? • What best practices incorporate routine quality control? D. Staffing • Training staff for increasing resident frailty. • Use of nurses (LPN/RNs) in the community. E. HIPAA • What are providers doing to prepare for compliance? F. Conference Session Planning 13 EXECUTIVE ROUNDTABLE AGENDAS Dining Services Executive Roundtable Current Topics »» »» »» »» »» Standing Items A. Housekeeping • Roundtable Policies • Review ALFA’s Antitrust Policies B. Food Costs • How are broad line distributors helping your company? • Culinary allocation during budgeting process • Evaluating products for best pricing • Purchasing programs, GPO’s and vendors C. Menu • Menu construction and design, Recipes, Therapeutic Diets D. Innovations • Equipment, Sanitation and Food Safety E. Best Practices • Employee meal programs, Waste management • Marketing dining services in collaboration with Sales and Marketing F. New Dining Concepts and Trends G. Conference Session Planning Merger of US Foods and Sysco Risk in your dining room: CPR vs. DNR vs. 911 – your company policy? What are expectations of the next ‘wave’ of residents – The Baby Boomers. Culinary Showcase New Healthcare reform act. • How have the new regulations affected the food service work force? • Are employers cutting back on the number of full time employees? • Are you having difficulty keeping staff within their employment status? »» Speakers from Crandall Dietitians – accommodating puree diets and the use of molds. Government Relations/Legal Executive Roundtable Current Topics »» Special presenter: Jim Anderson of Howe, Anderson & Smith PC. Mr. Anderson will lead »» »» »» »» »» Standing Items 14 the group in a discussion of the Broadcast Music, INC (BMI) negotiations and will provide updates. Update on the One Voice Initiative and new directions at ALFA. Camera use in assisted living. Why and how are they used? How do regulatory agencies address camera use? Assisted living and partnerships with accountable care organizations (ACOs), or other managed care companies. What are you hearing? Department of Labor and hour audits and compliance. Centers for Medicare & Medicaid Services (CMS) Rule defining assisted living as a home and community-based setting (HCBS). A few of our members have expressed issues with the rule which was effective last March. What are you hearing and are you facing any issues with implementation? A. Housekeeping • Roundtable Policies • Review ALFA’s Antitrust Policies EXECUTIVE ROUNDTABLE AGENDAS B. What’s Happening in the States? • California enacted a record amount of bills affecting assisted living, how are members preparing for the changes? How can ALFA be supportive? • New Hampshire has recently released new proposed rules governing assisted living. How are providers working through the proposal and what are the next steps? • What’s keeping folks up at night in Oregon? • What’s keeping folks up at night in Idaho? • Rhode Island is going through rules rewrite, specifically adding a licensure category for Limited Health Services (LHS) providers. C. Conference Session Planning Human Resources Executive Roundtable Current Topics In Depth Discussions: »» Merger and Acquisitions: Exploring Employee Culture Issues including Effective Integration »» Employer Health Plans: Discussion on employee utilization trends and related topics Member Issues: Labor, NLRB and Unionization Employee Onboarding On-Line Learning for Employee Training Dispute Resolution Agreements (Binding Employment Arbitration) New Minimum Wage Laws Employee Retention Tactics »» »» »» »» »» »» Standing Items A. Housekeeping • Roundtable Policies • Review ALFA’s Antitrust Policies B. Conference Session Planning Information Technology Executive Roundtable Current Topics »» »» »» »» »» »» Standing Items A. Housekeeping • Roundtable Policies • Review ALFA’s Antitrust Policies B. Next Topics C. Next Meeting D. Conference Session Planning HIPAA Data Security ACA Implementation Managing Electronic Health Data Hospital Partnerships Data Exchange 15 EXECUTIVE ROUNDTABLE AGENDAS Regional Executive Roundtable Current Topics »» Quality of Care »» Health Care Reform »» Managed Care Organizations (MCOs) Standing Items A. Housekeeping • Roundtable Policies • Review ALFA’s Antitrust Policies B. Staffing • Retention Issues • Leadership Development for Executive Directors • Hiring Top Talent C. State Regulations • Legislative Activity • Obstacles Facing Providers • 2015 Forecast D. Conference Session Planning Sales & Marketing Executive Roundtable Goal Setting • Sales Staff Training Certificate • 2015 Roundtable Goals and Objectives Current Topics »» Results of the 2014 Sales & Marketing Roundtable Benchmarking Survey • Sales & Marketing Performance: Occupancy trends, conversion benchmarking • Third Party Training: Annual investment trends »» Retaining New Talent – Challenges, Ideas, Success Stories and Best Practices • Proper Onboarding • Unique ways to engage a new hire • Compensation »» Solve it Challenge: Top 10 Creative Strategies To Recruiting Great People (Roundtable group project to be published by ALFA) »» Open Discussion Breakout Group Discussions • Table Talk Option 1: Strategy Exploration- Branding an Industry • Table Talk Option 2: Marketing to Consumers – Finding the Best ROI Standing Items A. Housekeeping • Roundtable Policies • Review ALFA’s Antitrust Policies B. Conference Session Planning 16 ALFA EXECUTIVE ROUNDTABLE MEMBERS Chief Operating Officer Executive Roundtable JACOB ELI ALMO VP of Operations Era Living, LLC jalmo@eraliving.com ROGER AUFIERI Chief Operating Officer Holiday Retirement roger.aufieri@holidaytouch.com ANDREW BADOUD Director Community Operations Carlton Senior Living abadoud@carltonseniorliving.com (206) 470-8048 (512) 750-7113 (925) 370-6220 KEVIN J. BENNEMA Chief Operating Officer/Executive VP Senior Lifestyle Corp. kbennema@seniorlifestyle.com ROGER BERNIER President & Chief Operating Officer Chelsea Senior Living, LLC rbernier@chelseaseniorliving.com JO ELLEN BLEAVINS, BSN, MBA Senior VP & Chief Operating Officer BMA Management, Ltd. joellen.bleavins@bma-mgmt.com (312) 673-4333 MARY CAMPBELL VP of Operations The Arbor Company mjenkins@arborcompany.com (404) 926-3628 RAYMOND DIOGUARDI Chief Operating Officer/CFO Kaplan Development Group, LLC rdioguardi@kapdev.com (516) 496-1505 ALAN FAIRBANKS Executive VP Bickford Senior Living alan.fairbanks@enrichinghappiness.com (908) 889-4200 (815) 935-1992 TAMI CUMINGS VP of Operations Provision Living, LLC tcumings@provisionliving.com MARY DEWLING VP of Operations Benchmark Senior Living mdewling@benchmarkquality.com MICHELLE EGERER Senior VP of Operations Silverado megerer@silveradosenior.com (949) 240-7200 EDDIE FENOGLIO Divisional VP Brookdale efenoglio@brookdaleliving.com (913) 782-3200 x201 (615) 221-2250 ROBERT W. GILLETTE Chief Operating Officer American House Senior Living Communities rgillette@americanhouse.com DAVID GREYDANUS Executive VP/Chief Operating Officer Brightview Senior Living (The Shelter Group) dgreydanus@bvsl.net (248) 203-1800 (410) 962-0595 MICHELLE HAMILTON Chief of AL Operations Country Meadows mhamilton@countrymeadows.com SARABETH HANSON Chief Operating Officer Harbor Retirement Associates, LLC shanson@hraonline.net (717) 533-2474 x10127 SCOTT HERZIG Chief Operating Officer Five Star Senior Living sherzig@5sqc.com (617) 796-8387 DAN LAMEY Chief Operating Officer Blue Harbor Senior Living dalamey@blueharborsl.com (503) 595-3050 JOEL NELSON Executive VP/Chief Development Officer Life Care Services, LLC nelsonjoel@lcsnet.com (515) 875-4616 JOE JASMON Chief Operating Officer The LaSalle Group jjasmon@lasallegroup.com (800) 452-7255 (781) 489-7100 BRIAN ENGLE VP of Operations Brightview Senior Living (The Shelter Group) bengle@bvsl.com (410) 246-7576 JEFF FISCHER Senior VP of Operations Sunrise Senior Living Jeff.fischer@sunriseseniorliving.com DAN GUILL Chief Operating Officer Enlivant dguill@alcco.com JUDD HARPER Chief Operating Officer The Arbor Company jharper@arborcompany.com (404) 237-4509 KAYDA JOHNSON Chief Operating Officer Senior Resource Group, LLC kjohnson@srg-llc.com (858) 792-9300 DAVID K. MCHARG Chief Operations Officer Greenfield Senior Living dmcharg@greenfieldseniorliving.com PETER MUHLBACH Senior VP/Director of Operations Life Care Services, LLC muhlbachpeter@LCSnet.com (703) 237-5606 (515) 875-4613 RAY OBORN Senior VP of Operations New Perspective Senior Living, LLC roborn@npseniorliving.com MARIA OLIVA Chief People Officer Pathway Senior Living, LLC moliva@pathwaysl.com (952) 241-8201 (847) 635-4002 17 ALFA EXECUTIVE ROUNDTABLE MEMBERS EARL PARKER Chief Operating Officer Commonwealth Assisted Living eparker@commonwealthal.com ROB ROLLANS Executive VP of Operations Belmont Village Senior Living rrollans@belmontvillage.com MARY SUE PATCHETT President, East Divisional Brookdale marysue.patchett@brookdaleliving.com LORIANN PUTZIER Executive VP/COO IntegraCare Corp lputzier@integracare.com (813) 287-6023 (724) 940-5544 COLLETTE VALENTINE Chief Operating Officer Integral Senior Living cvalentine@islllc.com RICHARD WILLIAMS VP of Senior Living HHHunt Senior Living rhwilliams@hhhunt.com (919) 362-4995 Chief Financial Officer Executive Roundtable BRENDA BRANTLEY Vice President of Finance The LaSalle Group bbrantley@lasallegroup.com JULIE BUTSCH Vice President Controller Brookdale jbutsch@brookdaleliving.com DAVID CALDWELL Chief Financial Officer Carlton Senior Living dcaldwell@carltonseniorliving.com (214) 239-8400 (414) 918-5512 (925) 370-6220 THOMAS V. CROAL Chief Financial Officer Silverado TVCroal@SilveradoSenior.com TRACEE DEGRANDE President & Chief Financial Officer Integral Senior Living tdegrande@islllc.com MIKE DURHAM Senior Vice President of Finance Belmont Village Senior Living mdurham@belmontvillage.com (949) 240-7200 (760) 547-2863 PAUL HOAGLAND Chief Financial Officer Five Star Senior Living phoagland@5sqc.com DAVID C. HUBBLE JR. Vice President HHHunt Senior Living dhubble@hhhunt.com (617) 796-8387 (540) 552-3515 ABDULLA KAGALWALLA Vice President of Finance Signature Senior Living, LLC akagalwalla@signatureseniorliving.com STEVE KIDD Senior Corporate Controller Provision Living, LLC skidd@provisionliving.com (972) 768-1105 TIM MCCOY Vice President of Finance Era Living, LLC tmccoy@eraliving.com (206) 470-8038 VICKY MORRIS Chief Financial Officer Commonwealth Assisted Living vmorris@commonwealthal.com DEENA SCHAFFER Chief Financial Officer Chelsea Senior Living LLC dschaffer@chelseaseniorliving.com DAVID J. MITCHELL Vice President & Chief Financial Officer BMA Management, Ltd. david.mitchell@bma-mgmt.com (815) 935-1992 RYAN NOVACZYK President & Chief Financial Officer New Perspective Senior Living, LLC rnovaczyk@npseniorliving.com (952) 746-3630 (908) 889-4200 ANN SCHUMACHER Executive VP & Chief Financial Officer Belmont Village Senior Living aschumac@belmontvillage.com AKHIL SHARMA Chief Financial Officer Enlivant asharma@alcco.com GARY SMITH Chief Financial Officer Vi Living gsmith@viliving.com 18 (312) 803-8575 THEODORE JANECZEK Executive VP & Chief Financial Officer Country Meadows tjaneczek@countrymeadows.com (717) 533-2474 ANDREW LITTON, CPA Controller The Arbor Company alitton@arborcompany.com (678) 539-8962 GEORGE MORRIS Senior VP of Finance & Accounting Benchmark Senior Living gmorris@benchmarkquality.com (781) 489-7100 KEITH PHILIPS Chief Financial Officer Brandywine Senior Living kphillips@brandycare.com SCOTT SHANABERGER Chief Financial Officer Holiday Retirement scott.shanaberger@holidaytouch.com DOUG SPEAR Senior VP and CFO Merrill Gardens, LLC dougs@merrillgardens.com (206) 676-5300 ALFA EXECUTIVE ROUNDTABLE MEMBERS MICHAEL VICK Chief Financial Officer Pathway Senior Living, LLC mvick@PathwaySL.com CHRISTOPHER WETTIG Chief Financial Officer Legend Senior Living, LLC chris.wettig@legendseniorliving.com (847) 768-5133 (316) 616-6214 Clinical Quality Executive Roundtable BRENDA ABBOTT-SHULTZ VP of Health Care The LaSalle Group bashultz@lasallegroup.com DIANNE CATUSKA Regional Director HHHunt Senior Living dlcatuska@hhhunt.com (787) 582-4886 SANDRA FLORES Director of Clinical Services Senior Resource Group, LLC sflores@srg-llc.com (858) 792-9300 SHARLENE GEPHART Reg. VP of Resident Care Services - West Belmont Village Senior Living sgephart@belmontvillage.com ELAINE JEFFERS VP of Health Services Chelsea Senior Living LLC Ejeffers@cslal.com (908) 889-4200 ERIK BARTKOWIAK VP of Clinical Services Senior Living Communities, LLC ebartkowiak@senior-living-communities.com JENNIFER BAYARD Senior VP, Clinical Operations Carlton Senior Living jbayard@carltonseniorliving.com (772) 924-8891 (925) 370-6220 ANNE ELLETT Senior Clinical Specialist Silverado anne.ellett@cox.net KIM ESTES Senior VP, Clinical Services Brookdale kestes@brookdale.com (949) 240-7200 (615) 564-8657 PATRICIA FORAN VP of Clinical Services Senior Lifestyle Corp. pforan@seniorlifestyle.com WENDY GARDNER VP of Quality Services Merrill Gardens wendyg@merrillgardens.com (312) 673-4333 SILVA GERETY Corporate Director, Health & Wellness Brightview Senior Living (The Shelter Group) sgerety@bvsl.net (410) 962-0595 DELINDA KANASKIE, MSN, RN VP of Education & Senior Living University Country Meadows dkanaskie@countrymeadows.com (717) 533-2474 KAREN LEIMBERER Director of Life Enrichment Pathway Senior Living, LLC KLeimberer@PathwaySL.com (847) 768-5165 LINDA MATHER VP of Resident Care Integral Senior Living Lmather@islllc.com (928) 216-0426 JILL ROGERS VP of Resident Care Vi Living jrogers@viliving.com KEVIN SUITE Director of Operations - Care Services Kisco Senior Living Kevin.Suite@kiscosl.com (919) 841-4747 LISA VICTORY VP of Health Services Legend Senior Living, LLC lisa.victory@legendseniorliving.com (316) 616-6234 DEBRA STINE Chief Nursing Officer Brandywine Senior Living dstine@brandycare.com (609) 304-0216 JAMIE TUCK Regional VP Resident Care Services - East Belmont Village Senior Living jtuck@belmontvillage.com (617) 796-7644 ALLISON GUTHERTZ VP of Quality Resident Services Benchmark Senior Living aguthertz@benchmarkquality.com (516) 371-0662 KRISTIE KRONK Senior VP of Resident Services Elmcroft Senior Living kkronk@elmcroftseniorliving.com (502) 753-6000 FRANCINE O’NEILL Senior VP of Resident Care The Arbor Company foneill@arborcompany.com (404) 237-4026 JUDY SWARTZELL Senior VP of Resident Services Bickford Senior Living Judy.Swartzell@eby.com (913) 782-3200 MARSHA VAN HOOK Regional Director of Resident Care The Arbor Company mvanhook@arborcompany.com ELIZABETH WHEATLEY VP of Clinical Services Five Star Senior Living ewheatley@5sqc.com (617) 796-7644 19 ALFA EXECUTIVE ROUNDTABLE MEMBERS Dining Services Executive Roundtable JOHN ACEDILLO Regional Director of Culinary Services Singh Senior Living - Waltonwood Communities john.acedillo@singhmail.com NICK GIAMPIETRO Senior Director of Culinary Services Silverado ngiampietro@silveradosenior.com KEVIN BLAKE Director of Dining Services Country Meadows kblake@countrymeadows.com (717) 533-2474 (949) 240-7200 JEFF GRAVES Senior VP of Food Service Operations Belmont Village Senior Living jgraves@belmontvillage.com JOSKA HAJDU Senior VP of Dining Services Brookdale joskah@brookdaleliving.com GUY HEMOND VP of Dining Services Benchmark Senior Living ghemond@benchmarkquality.com (414) 918-5000 (781) 489-7100 BOBBY JEFFREY Company Events Chef The LaSalle Group bjeffrey@lasallegroup.com STEPHEN THOMAS KENNERY Senior VP of Professional Services Carlton Senior Living skennery@carltonseniorliving.com (214) 845-4418 SCOTT FLEWELLING Director of Dining Services New Perspective Senior Living, LLC sflewelling@npseniorliving.com (925) 370-6220 TOM GREEN Director of Dining Brightview Senior Living (The Shelter Group) tgreen@sheltergrp.com BRET JEFFERSON Dining Services Executive Brandywine Senior Living bjefferson@brandycare.com (856) 813-2000 MARJAN KODRIC Senior Director of Dining Services Brookdale Mkodric@brookdaleliving.com (414) 918-5000 ERIC LINDHOLM Regional Director of Dining Services Five Star Senior Living elindholm@5sqc.com NICK OLLA Senior Director of Culinary Services Merrill Gardens, LLC nicko@merrillgardens.com MERRY SCHELLHASE VP of Dining and Hospitality Harbor Retirement Associates, LLC mschellhase@hraonline.net FRANCES SHOWA VP of Dining Services Senior Living Communities, LLC fshowa@senior-living-communities.com JOE L. VAN HOOSER Food Service Director Holiday Retirement joe.vanhooser@holidaytouch.com JOHN VOGELMEIER Assistant VP of Food and Beverage Vi Living Jvogelmeier@viliving.com (704) 815-7363 (503) 586-7121 Government Relations Executive Roundtable KRISTEN BOLLING VP of Asset Management Greenfield Senior Living Kbolling@greenfieldseniorliving.com CHRISTOPHER BOUCHARD Chief Legal Officer Holiday Retirement christopher.bouchard@holidaytouch.com (540) 287-1675 LISA COONEY Associate General Counsel Five Star Senior Living lcooney@5sqc.com JEROME E. FINIS Principal & CEO Pathway Senior Living, LLC jfinis@pathwaysl.com (847) 768-5104 20 ROD BURKETT President & CEO BMA Management, Ltd. rod.burkett@bma-mgmt.com (815) 935-1992 BRIAN E. DANAHER Deputy General Counsel Benchmark Senior Living bdanaher@benchmarkquality.com (781) 489-7106 STEVEN HEANEY VP of Operations and Real Estate Brandywine Senior Living sheaney@brandycare.com (856) 813-2000 STEPHANIE FIELDS SVP & General Counsel Vi Living sfields@hyattclassic.com (312) 803-8800 MARK HESTON Senior VP of Human Resources Life Care Services hestonmark@lcsnet.com ALFA EXECUTIVE ROUNDTABLE MEMBERS STEPHEN J. LEVY Executive VP and General Counsel Senior Lifestyle Corp. slevy@seniorlifestyle.com BETH LORI Compliance Director Life Care Services, LLC loribeth@LCSnet.com MARY NESTER Chief Compliance Officer Holiday Retirement mary.nester@holidaytouch.com (312) 673-4387 (515) 875-4671 (971) 245-8045 KATHERINE POTTER VP & General Counsel Five Star Senior Living kpotter@5sqc.com FRANK RUSSO VP of Risk Management Silverado frusso@silveradosenior.com MICHAEL POCHOWSKI Manager, Gov. Relations & Legal Operations Brookdale mpochowski@brookdaleliving.com (414) 918-5446 MIHIR SHAH Seniors Housing Origination Analyst Health Care REIT, Inc. mshah@hcreit.com (949) 706-8453 ANDREA TEICHMAN Senior VP & General Counsel Benchmark Senior Living ateichman@benchmarkquality.com (781) 489-7100 (617) 796-8227 (949) 240-7200 DAVID STARR VP and General Counsel The LaSalle Group dstarr@lasallegroup.com PETE TARSNEY General Counsel Enlivant ptarsney@alcco.com TONY VENZA VP of Licensure & Compliance Belmont Village Senior Living tvenza@belmontvillage.com CHAD C. WHITE Associate General Counsel Brookdale cwhite@brookdaleliving.com (713) 463-1700 (615) 564-8232 Human Resources Executive Roundtable MATT BROMAN Human Resources Director Era Living mbromen@eraliving.com OSCAR CARDONA Chief Human Resource Officer Holiday Retirement oscar.cardona@holidaytouch.com JULIE CLARK VP of Human Resources Sunrise Senior Living Julie.clark@sunriseseniorliving.com 206-470-8055 STEVEN C. COCHRAN, SPHR Director of Human Resources HHHunt Senior Living sccochran@hhhunt.com (540) 552-3515 MICHELE FEARS Human Resources Director Provision Living LLC mfears@provisionliving.com 3142383818 PAMELA HERNANDEZ VP of Human Resources Brandywine Senior Living phernandez@brandycare.com TOMMY COMER VP of Human Resources Commonwealth Assisted Living tcomer@commonwealthal.com CATHERINE CONNER VP of Human Resources Legend Senior Living LLC catherine.conner@legendseniorliving.com 316-616-6236 SUZANNE FOLEY Senior VP HR Integral Senior Living sfoley@islllc.com 760-547-2863 ANDREA GRIESMAR VP of Human Resources Brightview Senior Living (The Shelter Group) agriesmar@sheltergrp.com (410) 962-0595 MARK HESTON Senior VP/Director of Human Resources Life Care Services LLC hestonmark@lcsnet.com (515) 875-4564 MOREI LINGLE VP of Administration Merrill Gardens LLC moreil@merrillgardens.com GLENN MAUL Executive VP, Chief People Officer Brookdale gmaul@brookdaleliving.com (206) 676-5302 (414) 918-5774 KATHY MERKEL Director of Human Resources Chelsea Senior Living LLC Kmerkel@cslal.com BOB MORAN VP of Human Resources Benchmark Senior Living bmoran@benchmarkquality.com (781) 234-4250 MARYANN HUGHES VP of Human Resources Stellar Senior Living mhughes@stellarliving.com 603-878-4023 JANET MERCIER VP of Human Resources Five Star Senior Living jmercier@5sqc.com 617-796-8141 MARK NEASE, M.S., SPHR VP of Associate Relations Silverado mnease@silveradosenior.com (949) 240-7200 21 ALFA EXECUTIVE ROUNDTABLE MEMBERS TRACY S. NEWCOMER VP of Human Resources Country Meadows Tnewcomer@countrymeadows.com ALLEN NICKERSON Senior VP, Organizational Development Carlton Senior Living anickerson@carltonseniorliving.com DOLORES ORDAS Director of Human Resources Senior Resource Group LLC dordas@srg-llc.com (717)533-2474 x 10109 (925) 370-6220 (858) 792-9300 x1727 MARY WELSH OWEN VP of Organizational Effectiveness Brookdale mwowen@brookdaleliving.com DON RATH Senior VP - Human Resources Senior Lifestyle Corp drath@seniorlifestyle.com TIM REILLY VP of Human Resources Benchmark Senior Living treilly@benchmarkquality.com (414) 918-5000 YVONNE RICKERT VP/Director of HR/Operations Mangement Life Care Services LLC rickertyvonne@LCSnet.com 860-575-3489 LIBERTY STANSBERRY Senior VP Human Resources Brookdale liberty.stansberry@brookdale.com 2063014526 DAWN S. USHER SVP/Chief Administrative Officer Silverado dusher@silveradosenior.com (949) 240-7200 LISA ROGERS Director of Human Resources Pathway Senior Living LLC lrogers@pathwaysl.com (781) 489-7100 847-768-5145 PETER SMITH CHRO Enlivant psmith@alcco.com SHERRIE TARPLEY Vice President of Human Resources The LaSalle Group starpley@lasallegroup.com JANICE TEUSCHER VP Human Resources Brookdale jteuscher@brookdaleliving.com (214) 845-4562 JUDY WHITCOMB Senior VP of Human Resources, Learning & Organizational Development Vi Living jwhitcomb@viliving.com 414 918 5786 LESLIE WHITE EVP & Gen. Counsel Belmont Village Senior Living lwhite@belmontvillage.com Information Technology Executive Roundtable RICK BARKER Vice President of IT Silverado rbarker@silveradocare.com TIM BATES Director of IT Enlivant tbates@enlivant.com (949) 240-7200 MATTHEW BUCHANAN Legend Senior Living, LLC matt.buchanan@legendseniorliving.com (316) 616-6215 MOULAY ELALAMY Vice President of IT Benchmark Senior Living melalamy@benchmarkquality.com SUSAN LORING Operations Project Manager IntegraCare Corp sloring@integracare.com (724) 940-5544 DAVID PASSAMONTE IT Manager Chelsea Senior Living LLC dpassamonte@cslal.com (908) 889-4200 22 CHRIS BECKER Director of IT Brightview Senior Living (The Shelter Group) cbecker@sheltergrp.com (410) 246-7487 BRIAN CLEVELAND Assistant Vice President of IT Vi Living bcleveland@viliving.com DAVID ELLERBE Senior Vice President of IT Belmont Village Senior Living dellerbe@belmontvillage.com MARK MARSHALL Director of Programming and Information Dev. Brandywine Senior Living mmarshall@brandycare.com (856) 813-2000 CHET PHILLIPS Chief Information Officer Enlivant cphillips@alcco.com SHEILA DONAHOE Chief Information Officer Holiday Retirement sheila.donahoe@holidaytouch.com MARC GABER Vice President/Chief Information Officer Life Care Services, LLC (515) 875-4576 ROBB MONTEJANO Director of IT Era Living, LLC rm@eraliving.com (206) 604-7860 SCOTT RANSON Chief Information Officer Brookdale sranson@brookdaleliving.com (414) 918-5602 ALFA EXECUTIVE ROUNDTABLE MEMBERS ANIELLO SALIERNO Chief Information Officer Senior Living Communities, LLC ASalierno@Maxwell-Group.com ERIC SILVERMAN Director of IT Signature Senior Living, LLC esilverman@signatureseniorliving.com GREG SWOPE Senior Director, IT Five Star Senior Living gswope@reitmr.com (704) 246-1606 (214) 306-7678 (617) 231-3161 CRAIG WHEELER Vice President of IT Merrill Gardens, LLC Craigw@merrillgardens.com DOUG WILLIAMS Vice President Innovation & IT The LaSalle Group dwilliams@lasallegroup.com Regional Executive Roundtable KELLEE ARMSWORTHY AGEE Regional VP of Operations, SE Division Brookdale karmsworthy@brookdaleliving.com MARY BEHRINGER Director Autumn Leaves of Vernon Hills mbehringer@autumnleavesliving.com (919) 824-0760 (847) 996-1000 JENNIFER FERGUSON Regional Director of Operations The Arbor Company jferguson@arborcompany.com JEFF FLOYD Senior VP - Midwest Division Enlivant jfloyd@alcco.com (678) 471-2998 EDIE GERELLI VP of Operations Chelsea Senior Living LLC egerelli@cslal.com (908) 889-4200 DIAHN HARRISON Regional VP of Operations- East Belmont Village Senior Living dharrison@belmontvillage.com KEVIN HUNTER VP of Operations Greenfield Senior Living khunter@greenfieldseniorliving.com (917) 494-6121 CHRIS MAHEN Managing Director, South Holiday Retirement chris.mahen@holidaytouch.com (214) 592-6355 DIANA PONTERIO VP of Operations Country Meadows dponterio@countrymeadows.com TIFFANY GLATZ Senior VP - Central Division Enlivant tglatz@alcco.com RICHARD J. HEANEY Regional Director of Operations Brightview Senior Living (The Shelter Group) rheaney@bvsl.net (732) 606-5983 KRISHNAN KALYANASUNDARAM Operations Specialist The Arbor Company kk@arborcompany.com (770) 925-9170 MAUREEN MCNAMARA Executive Director Brightview Senior Living (The Shelter Group) mmcnamara@bvsl.net TIM COOK Senior VP - East Division Enlivant tcook@alcco.com GREG FOX Regional Director HHHunt Senior Living glfox@hhhunt.com KATHY GREENE Regional VP of Operations Silverado kgreene@silveradosenior.com (949) 240-7200 JANE HIRSCH Regional VP of Operations - West Belmont Village Senior Living jhirsch@belmontvillage.com KIM LEWIS VP of Operations Harbor Retirement Associates, LLC klewis@hraonline.net BOB MORAN Regional Director of Operations Benchmark Senior Living bmoran@benchmarkquality.com (781) 234-4250 (401) 789-8777 DEBRA PRANGE Senior VP - West Division Enlivant dprange@alcco.com JENNIFER RIEDMAN Executive Director Brandywine Senior Living (Huntington Terrace) jriedman@brandycare.com (631) 531-0000 (717) 574-7789 STEVEN TYSHKA Director of Operations Singh Senior Living - Waltonwood Communities styshka@singhmail.com (248) 865-1600 23 ALFA EXECUTIVE ROUNDTABLE MEMBERS Sales & Marketing Executive Roundtable BETH ABBOTT VP of Marketing Silverado babbott@silveradosenior.com THOMAS W. BAKER Senior VP of Sales & Marketing Country Meadows tbaker@countrymeadows.com DORA BARBER VP of Sales & Marketing Harbor Retirement Associates, LLC dbarber@hraonline.net (949) 240-7200 (717) 533-2474 x1027 (772) 492-5002 JONATHAN BARBIERI VP of Marketing Greenfield Senior Living jbarbieri@greenfieldseniorliving.com NICOLE BARTECKI VP of Sales & Marketing Pathway Senior Living, LLC nbartecki@pathwaysl.com KATHY BUCHOLTZ VP of Sales & Marketing Hearth Management, LLC kbucholtz@thehearthllc.net (703) 346-9110 (847) 768-5143 (607) 724-5456 LIZ BUSH Senior VP/Director of Senior Housing Life Care Services, LLC bushliz@lcsnet.com KRISTIN CHERRY Director of Marketing & Sales Life Care Services, LLC cherrykristin@LCSnet.com JASON CHILDERS Senior VP of Operations Merrill Gardens, LLC jasonc@merrillgardens.com (317) 881-5145 (515) 288-5805 JEFF DEBEVEC Senior VP Communications Belmont Village Senior Living jdebevec@belmontvillage.com DAVID DODSON Senior VP of Sales & Marketing Commonwealth Assisted Living ddodson@commonwealthal.com (713) 463-1700 (434) 220-1055 KAREN E. FOLEY VP of Sales & Marketing Benchmark Senior Living kfoley@benchmarkquality.com LILLY GOLD Director of Marketing Era Living, LLC LGold@eraliving.com (508) 746-9733 (212) 489-0935 JOHN GREAVES Director of Marketing Provision Living, LLC JGreaves@provisionliving.com MARY ELLEN GREENFIELD Corporate Director of Business Development Five Star Senior Living mgreenfield@5sqc.com (314) 238-3812 (617) 796-8387 STEPHEN THOMAS KENNERY Senior VP of Professional Services Carlton Senior Living skennery@carltonseniorliving.com MICHAEL LEVINE VP of Sales Chelsea Senior Living LLC mlevine@cslal.com (925) 370-6220 (908) 821-7740 (316) 616-6223 SUSAN L. LUBER VP Sales & Marketing Allegro Senior Living, LLC sluber@allegroliving.com TERI MARINKO Senior VP of Sales & Marketing Benchmark Senior Living tmarinko@benchmarkquality.com PHYLLIS MESERVEY Regional Director HHHunt Senior Living psmeservey@hhhunt.com (314) 512-8511 (770) 650-6708 (540) 552-3515 CARLENE MOTTO MOTTO Eexecutive VP of Sales Belmont Village Senior Living cmotto@belmontvillage.com KELLY MYERS Senior VP of Sales Sunrise Senior Living Kelly.myers@sunriseseniorliving.com PAUL NICHOLAS Director of Marketing New Perspective Senior Living, LLC pnicholas@npseniorliving.com (630) 248-4399 (440) 926-3124 (952) 241-8224 DEBORAH OSTERHAUDT Assistant VP of Marketing The Arbor Company dosterhaudt@arborcompany.com MEG OSTROM Senior VP of Sales & Marketing Enlivant mostrom@alcco.com MELISSA OWENS Corporate Marketing Director Elmcroft Senior Living mowens@elmcroftseniorliving.com (404) 237-4026 (888) 252-5001 (502) 753-6089 SAMANTHA PAL Director of Sales American House Senior Living Communities spal@americanhouse.com SHIRLEY PAULK VP Marketing The Arbor Company spaulk@arborcompany.com ROB POYAS VP of Sales & Marketing Five Star Senior Living rpoyas@5sqc.com (248) 203-1800 (770) 614-6558 (617) 796-8266 24 KRISTIN DUPONT Director of Marketing The LaSalle Group Kdupont@lasallegroup.com (214) 845-4428 JAMISON J. GOSSELIN VP of Marketing Holiday Retirement jamison.gosselin@holidaytouch.com (503) 370-7070 ADAM J. KAPLAN Senior VP of Sales & Marketing Senior Lifestyle Corp. akaplan@seniorlifestyle.com (312) 673-4404 MARLA LOPEMAN Senior VP Sales & Marketing Legend Senior Living, LLC Marla.Lopeman@legendseniorliving.com ALFA EXECUTIVE ROUNDTABLE MEMBERS JIM PUSATERI Senior VP of Sales Brookdale james.pusateri@brookdaleliving.com JANELLE D. RANDALL Marketing & Brand Manager Randall Residence, LLC jdr@randallresidence.com DAN REXFORD VP of Sales & Marketing Brightview Senior Living (The Shelter Group) drexford@sheltergrp.com (615) 564-8374 (269) 624-4841 (410) 962-0595 LINDA ROSE Director of Sales & Marketing Singh Senior Living - Waltonwood Communities linda.rose@singhmail.com TOM SENGER VP of Sales & Marketing Senior Living Communities, LLC tsenger@senior-living-communities.com DEBBIE SHANE Corporate Director of Marketing & PR Brandywine Senior Living shaned@brandycare.com (248) 360-9815 (704) 815-7346 (856) 813-2000 JULIE SIMPKINS Senior VP of Marketing, Sales & Engagement BMA Management, Ltd. julie.simpkins@bma-mgmt.com JEFFERY SMITH Regional Director of Marketing Integral Senior Living JSmith@ISLLLC.com SHAMIM WU Executive VP of Sales Holiday Retirement shamim.wu@holidaytouch.com (815) 935-1992 (562) 708-5867 (503) 370-7070 Bad PUPPY GET OFF PAPER SCHEDULES AND GO ONLINE I ate my mom’ s work schedule OnShift Staff Scheduling & Labor Management Software for Senior Living • Go mobile with scheduling • Fill open shifts in minutes • Save time scheduling • Reduce costly overtime • Staff to resident needs & services • Get visibility into staffing www.onshift.com • info@onshift.com • 216.333.1353 25 ALFA PRESIDENT’S COUNCIL MEMBERS A PLACE FOR MOM SEAN KELL President & Chief Executive Officer seank@aplaceformom.com 206-802-1400 CARING.COM ANDY COHEN Chief Executive Officer andy@caring.com 650-312-7102 FOX REHABILITATION TIM FOX Chief Executive Officer & Founder tim.fox@foxrehab.org (877) 407-3422 DAN WILLIS Senior Vice President, Partner Services danw@aplaceformom.com 206-926-2534 KATIE ROPER VP of Sales katie@caring.com (650) 207-9192 ROBYN KURILKO Chief Clinical Operating Officer robyn.kurilko@foxrehab.org (877) 407-3422 ABM ON SITE INDUSTRIES ROBERT CLARK Senior Vice President, Sales and Marketing bob.clarke@abm.com (770) 953-5082 CORNELL COMMUNICATIONS, INC. JJ JOHNSON Chief Executive Officer JJ@cornell.com 414-351-4660 G5 AMY FOSTER TRENZ VP Professional & Creative Services amy.trenz@getg5.com 541-639-8593 MICHELE FORMAN Strategic Account Manager michele.forman@abm.com 484-684-4496 BARBARA JOHNSON Market Development Barbara@cornell.com 414-351-4660 DAN HOBIN Chief Executive Officer dan.hobin@getg5.com 541-317-3905 ADVANCE CATASTROPHE TECHNOLOGIES JEFF CHESTER Vice President jchester@actcat.com 316-761-4764 DIRECT SUPPLY INC. GEOFF EBNER VP National Accounts –Senior Living geoff.ebner@directsupply.com 414-614-7448 GENESIS REHABILITATION SERVICES DAN HIRSCHFELD President dan.hirschfeld@genesishcc.com (610) 925-4025 JOE ROTHWELL President jrothwell@actcat.com (316) 761-4763 BRAD KLITSCH Senior VP of Market Development bklitsch@directs.com 414-760-5610 LOU ANN SOIKA Senior Vice President Customer Relations & Strategic Development louann.soika@genesishcc.com (610) 925-4088 ALMOST FAMILY LORI PIKE loripike@almostfamily.com (502) 891-1012 ECOLAB INC. BARBARA KANE AVP Global Industry Relations Barbara.kane@ecolab.com 312-560-4761 DANIEL SCHWARTZ COO danielschwartz@almostfamily.com 502-891-1000 CARE AND COMPLIANCE GROUP ED GARZA President egarza@careandcompliance.com (800) 321-1727 MICKEY GRAY Chief Executive Officer mgray@careandcompliance.com 951-934-7261 JACK QUINN VP Global Industry Relations Jack.quinn@ecolab.com 240-629-9429 ELDERMARK SOFTWARE GREG BERTAGNOLI SVP Sales and Marketing greg@eldermark.com 952-931-9660 CRAIG PATNODE Chief Executive Officer craig@eldermark.com (952) 931-9660 CARE PATROL FRANCHISE SYSTEMS, LLC CHUCK BONGIOVANNI Chief Executive Officer chuckb@carepatrol.com 480-626-2450 ESCO TECHNOLOGIES LORIE ORTH Marketing Manager lorie.orth@esco-tech.net JACK OWEN Executive Vice President jack@carepatrol.com 480-626-2450 JERRY GROVE President & CEO jerry.grove@esco-tech.net 513-823-2081 26 HANSON BRIDGETT JOEL GOLDMAN Partner jgoldman@hansonbridgett.com 415-995-5028 JENNIFER BERLAND Partner jberland@hansonbridgett.com 415-995-5837 HCP LAURALEE MARTIN President & Chief Executive Officer lmartin@hcpi.com 949-407-0342 HD SUPPLY FACILITIES MAINTENANCE CYNDE BEEDLE Industry Development Manager, Healthcare cynde.beedle@hdsupply.com (858) 831-2171 MIKE HENDEL Director, Healthcare Field Sales michael.hendel@hdsupply.com (858) 831-2357 HEALTH CARE REIT CRISPEN CAREY VP - Investments ccarey@hcreit.com 419-247-2743 THE LASALLE GROUP KRISTEN DUPONT Director of Marketing kdupont@lasallegroup.com 214-845-4500 MOSELEY ARCHITECTS STEVE RUIZ Vice President sruiz@moseleyarchitects.com 703-249-7660 LG CNS ROBERT BAKER President rbaker@collain.com 888.206.4494 Ext 201 NATIONAL HEALTH INVESTORS (NHI) MANDI HOGAN National Director, Origination & Marketing mhogan@nhireit.com 615-890-9100 ext. 115 BOBBY CHOI Chief Strategy Officer rchoi@collain.com 888.206.4494 Ext 202 JUSTIN HUTCHENS President/CEO JHutchens@nhireit.com (615) 890-9100 HOLSAG CANADA BJORN ALFREDSSON Chief Executive Officer & President bjorn@holsag.com 705-878-1970 LTC PROPERTIES, INC. MARK HEMINGWAY VP - Marketing mark.hemingway@LTCreit.com 805.981.8655 NATIONAL RESEARCH CORPORATION STEPHANIE KOLBO National Accounts Manager skolbo@nationalresearch.com 800-601-3884 WAYNE COCKBURN Sales wayne@holsag.com 705-878-1970 CLINT MALIN EVP, Chief Investment Officer clint.malin@LTCreit.com 805.981.8639 JASON STEVENS Senior Vice President jstevens@nationalresearch.com 800-601-3884 HPSI PURCHASING SERVICES RICHARD MACFARLANE VP National Accounts West dickm@hpsionline.com 916-715-5765 MATRIXCARE JOHN DAMGAARD President and CEO john.damgaard@matrixcare.com OMNICARE INC JODI DREYER Marketing Coordinator jodi.dreyer@omnicare.com (859) 392-7334 CHRIS SIMON VP - Seniors Housing Performance csimon@hcreit.com 419-247-2797 HEFFERNAN INSURANCE BROKERS M. BRANT WATSON Senior Vice President brantw@heffins.com (925) 934-8500 MARYCLARE SOLIMAN VP National Accounts East maryclares@hpsionline.com 540-589-2772 INTEL-GE CARE INNOVATIONS ROBERT MCGUFFIN National Account Manager robert.mcguffin@careinnovations.com 720-369-4550 MELISSA FELTON Strategic Accounts Manager melissa.felton@careinnovations.com (917) 232-4775 KWALU MATT CHUTJIAN Vice President Sales mchutjian@kwalu.com 678-690-5631 MICHAEL ZUSMAN Chief Executive Officer mzusman@kwalu.com 678-690-5602 DENNIS JAKUBOWICZ Senior Vice President, Sales dennis.jakubowicz@matrixcare.com (612) 760-0796 MCKESSON MED-SURG BILLY RAY CLEMONS ASM billyray.clemons@mckesson.com 205-914-9357 MIKE KENNEDY Corp Account Manager, EC mike.kennedy@mckesson.com 601-918-1207 MODEL55 SUSAN DURFEE VP Sales & Design susan@model55.com 508-405-2765 DANIELLE LAVALLEE Account Executive danielle@model55.com 508-405-0355 ext. 214 MOSELEY ARCHITECTS DORA W. KAY Vice President dkay@moseleyarchitects.com ONSHIFT MARTI BOWMAN Vice President of Marketing mbowman@onshift.com 216-333-1353 MARK WOODKA Chief Executive Officer mwoodka@onshift.com 216-333-1353 PALATIUMCARE LLC STEVE REDEKER President sredeker@palatiumcare.com 888-725-2848 KEN RUMP National Sales Manager krump@palatiumcare.com 888-725-2848 PHILIPS DAWN MCCAFFERTY Marketing Communications Manager dawn.mccafferty@philips.com 508-988-3038 27 POINTCLICKCARE TRAVIS PALMQUIST VP, National Accounts Senior Living Travis.p@pointclickcare.com (952) 240-2721 SENIORHOUSINGNET BRAD FUQUA Vice President brad.fuqua@seniorhousingnet.com (480) 315-6301 VCPI MELISSA O’KELLY Regional Sales Manager mokelly@vcpi.com (303) 512-3636 BOBBI JO PRICE Director of Sales, Senior Living bobbijo.price@pointclickcare.com (510) 289-8944 EMILIE WILLIAMSON Regional Sales Manager emilie.williamson@seniorhousingnet.com (404) 406-2505 CARLEY PHILLIPS Regional Sales Manager cphillips@vcpi.com (414) 865-2001 REALPAGE SENIOR LIVING GREG DEMSKI Vice President greg.demski@realpage.com (972) 333-8011 SODEXO SENIOR LIVING ANTHONY D’ANTONIO Sr. Director, Business Development anthony.dantonio@sodexo.com (224) 415-2925 VENTAS BRIAN FRY Director, Asset Management bfry@ventasreit.com (312) 660-3811 DOUG FULLAWAY VP Senior Living Business Development Doug.Fullaway@RealPage.com (503) 329-6687 RAY TORRES VP of Business Development - Senior Living ray.torres@sodexo.com (516) 313-0272 PHILIP KAYDEN Senior Investment Officer pkayden@ventasreit.com (312) 660-3811 RED CAPITAL GROUP BENJAMIN FRANK Director Bmfrank@redcapitalgroup.com (714) 326-7128 SOUTHWOOD CORP. ERNEST DWIGHT President ernestdwight@southwoodcorp.com (704) 588-5000 WILLIS JOHN ATKINSON Managing Partner john.atkinson@willis.com (312) 288-7280 ELAINE FERGUSON Senior Account Executive elaineferguson@southwoodcorp.com (704) 588-5000 ext. 111 MICHAEL POKORA Managing Director michael.pokora@willis.com (312) 288-7409 STANLEY HEALTHCARE GENE BORYS Sales Director Gene.borys@sbdinc.com (781) 216-9137 YARDI SYSTEMS INC. ERIC KOLBER Vice President, Senior Housing Eric.Kolber@yardi.com (800) 866-1144 BRIAN STEGE Strategic Accounts Director Brian.stege@sbdinc.com (402) 304-3974 PAUL STASSFORTH Regional Sales Executive, Sales paul.stassforth@yardi.com (800) 866-1144 JIMMY MARTIN Tradeshow Manager jmartin@reliaslearning.com (919) 655-1827 SURFACE LOGIC LLC ANDY BAXTER Chief Executive Officer andy@surfacelogic.com (240) 581-9900 ZENITH CAPITAL DAVID BOVEE Managing Principal dbovee@zenithcap.net (206) 400-7607 ROC SENIORS HOUSING FUND RICK STEINBERGER Chief Operating Officer r.steinberger@bridge-igp.com (407) 999-2400 ARMAND MASTANTUONO Relationship Manager armandmastantuono@surfacelogic.com (240) 581-9900 REHABCARE RON KILGORE Sr. Director of Business Development Ron.Kilgore@Rehabcare.com (314) 378-1159 JEFF PICKERING VP of Business Development Jeff.Pickering@Rehabcare.com (214) 202-7557 RELIAS LEARNING GREG IVES Director of Strategic Partnerships gives@reliaslearning.com SENIORHOMES.COM JAY GOLDSTEIN Chief Operating Officer jay@seniorhomes.com (206) 452-0620 CHRIS RODDE Chief Executive Officer Chris@seniorhomes.com (206) 452-0625 28 SYSCO CORPORATION KAREN HORSLEY Senior Director, Nutrition Services horsley.karen@corp.sysco.com (281) 584-2533 NICK KRUTHAUPT Vice President, Healthcare and Contract Sales Kruthaupt.Nick@corp.sysco.com (281) 584-4160 ALFA AWARDS Call for NomiNatioNs www.alfa.org/awards ALFA’s signature awards program is now open for submissions. The Best of the Best Awards, Hero Awards, and Community Leadership Award highlight companies, staff, programs, and services extraordinary in their fields. Together, we honor ALFA members who raise the bar of excellence in senior living. 2015 ALFA best of the best 2015 EXCELLENCE IN SENIOR LIVING Best of the Best Awards Hero Awards Recognize innovative products, services, and programs advancing excellence in senior living, including independent living, assisted living, and memory care. Share your insights, the challenges you face, and the solutions you’ve created to dissolve them. Recognize superior, dedicated professionals who serve senior living residents. Winners champion choice, dignity, independence, and quality of life by embracing the resident-centered philosophy of senior living. Community Leadership Award Recognizes outstanding executive leadership in senior living by honoring one executive director who serves as an industry role model. Open for Nominations through December 31. Award winners will be recognized at the 2015 ALFA Annual Conference & Expo in Tampa, Florida, May 4-7 and in Senior Living Executive magazine. ALFA BOARD OF DIRECTORS Chairman BRENDA J. BACON President & CEO Brandywine Senior Living Vice Chairman LOREN SHOOK President & CEO Silverado Vice Chairman TIM BUCHANAN President & CEO Legend Senior Living Secretary CHUCK HERMAN President, Senior Housing and Post-Acute HealthCare REIT Treasurer BRUCE MACKEY President & CEO Five Star Senior Living Public Policy Committee Chairman STEPHANIE HANDELSON President & COO Benchmark Senior Living Immediate Past Chairman MARK OHLENDORF President & CFO Brookdale Chairman, ALFA President’s Council BRAD KLITSCH ex officio SVP of Market Development Direct Supply State Affiliate Representative SALLY MICHAEL ex officio President & CEO California Assisted Living Association JON A. DELUCA President & CEO Senior Lifestyle Corp. EVRETT W. BENTON CEO & Co-Founder Stellar Senior Living GRANGER COBB ex officio President & CEO Emeritus Senior Living KAI HSIAO President & CEO Holiday Retirement SUE FARROW Founder & Owner Integral Senior Living TANA GALL President Merrill Gardens ED KENNY President & CEO LCS CHRIS HYATT EVP - Operations Support Brookdale DAN HIRSCHFELD President Genesis Rehabilitation Services BLAIR MINTON President & Founder RPM Management PAT MULLOY Chairman & CEO Elmcroft Senior Living TODD NOVACZYK President & CEO New Perspective Senior Living RANDY RICHARDSON President Vi TIFFANY TOMASSO Founding Partner Kensington Senior Living PATRICIA WILL Co-Founder & President Belmont Village JACLYN ALLMON VP of Marketing & Communications (703) 562-1192 jallmon@alfa.org MARIBETH BERSANI Interim CEO & SVP of Public Policy (703) 562-1180 mbersani@alfa.org SHARON COHEN Associate Director, Communications (703) 562-1186 scohen@alfa.org ILDIKO GYORY Office Manager (703) 562-1182 igyory@alfa.org KARI HORESKY Membership Manager (703) 562-1179 khoresky@alfa.org MIKE LANPHIER Senior Program Coordinator (703) 562-1189 mlanphier@alfa.org GINA MAMONE Vice President of Finance (703) 562-1177 gmamone@alfa.org KAYLA MCALINDIN Program Coordinator (703) 562-1188 kmcalindin@alfa.org NATHAN NICKENS Senior Director of Professional Affairs (703) 562-1181 nnickens@alfa.org ROBERT OLIVERI Marketing & Communications Coordinator (703) 562-1187 roliveri@alfa.org PAUL WILLIAMS Senior Director of Government Relations (703) 562-1183 pwilliams@alfa.org JUSTIN WORRELL Director of Advocacy (703) 562-1178 jworrell@alfa.org CHRIS WINKLE President & CEO Sunrise Senior Living ALFA STAFF 30 save the date May 4-7, 2015 Call for ProPosals will Close on friday, november 21. Please visit www.alfa.org/callforspeakers to submit your sPeaker and session reCommendations. 32 SENIOR LIVING EXECUTIVE | JULY/AUGUST 2014 | WWW.ALFA.ORG 31 LOEWS NEW ORLEANS HOTEL MAP 9th Floor 32 10th Floor 33 the EXPERTS in NURSE CALL INTRODUCE a touch pad communication system With the inform app and touch screen handsets you can: - Upgrade your current call system A call from whom and when? Who took the call? Where is the resident calling from? - Measure Staff Performance - Increase Resident and Family satisfaction - Generate new revenue via internet & VoiP telephone service Tabulates the reason for the call. More Information 800-558-8957 alfa@cornell.com