Mail-In/Fax Registration Form

8TH ANNUAL SENIOR LIVING SYMPOSIUM
YOU’RE INVITED
MARCH 10, 2016
CROWNE PLAZA
Natick, Massachusetts
ABOUT THE EVENT
FOR ADDITIONAL
INFORMATION, CONTACT:
SUE POULIOT
617 244 2999
spouliot@leadingagema.org
LeadingAge Massachusetts and Ziegler are pleased to announce the Eighth Annual Senior
Living Symposium to be held on Thursday, March 10 at the Crowne Plaza in Natick,
Massachusetts. The 2016 Senior Living Symposium remains a one-day event designed to
provide attendees with an update on current trends in senior living, ranging from finance to
operations to legal considerations and other relevant topics. The Senior Living Symposium also
provides attendees ample opportunity to mingle with colleagues and industry professionals.
The topics are intended for CEOs, CFOs, board members and other key personnel.
ABOUT THE LOCATION
Completely renovated, the Crowne Plaza Boston-Natick is situated 25 minutes from downtown
Boston and Logan Airport in the corporate and retail hub of MetroWest Boston in Natick.
www.Ziegler.com
©2016 | B.C. Ziegler and Company | Member SIPC & FINRA
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PROGRAM DETAILS
Logistics
Thursday, March 10, 2016
Registration starts at 8:00 a.m.
Program runs from 8:30 a.m. – 4:30 p.m.
Location
Crowne Plaza
1360 Worcester Street, Natick, MA 01760
Space Limitations
Due to the unique nature of this workshop, we can accept a limited number of registrants. The small size of the group will allow
for a greater level of discussion among the participants and provide the maximum benefit for all attendees. Therefore, don’t delay
in registering; we anticipate these openings will fill quickly.
Cost
LeadingAge MA Member Organizations:
> Trustees, Board Members or Residents
> 1-2 Individuals from Member Organizations
> 3 or more Individuals from Member Organizations
Non-LeadingAge MA Member Rate
$80 per person
$110 per person
$95 per person
$200 per person
CEUs
Six CEUs will be offered for the following area:
– Nursing Home Administrators (NHAs) with deemed status provider #NH-09015-006
Eight CEUs will be offered for the following area:
– Certified Public Accountants (CPAs) as B.C. Ziegler and Company is registered with the National Association of State Board
of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
Please see the conference agenda for more details.
Registration
On-line registration is the preferred method. Visit LeadingAgeMA.org to register on-line.
Mail or fax the accompanying registration form to LeadingAge MA.
LeadingAge Massachusetts
246 Walnut Street, Suite 203
Newton, MA 02460
Fax Number: 617-244-2995
Driving Directions
For detailed driving directions, please visit www.LeadingAgeMA.org under the Senior Living Symposium link.
Reception
Following the Symposium, all attendees are invited to a wine & cheese gathering sponsored by Ziegler.
Questions or Need More Information?
Please contact Sue Pouliot with any questions at 617-244-2999 or via email at SPouliot@LeadingAgeMA.org.
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AGENDA
THURSDAY, MARCH 10
8:30 - 8:45 am
Welcome | Opening Remarks
Speakers: Elissa Sherman (LeadingAge Massachusetts), Keith Robertson (Ziegler)
8:45 - 10:15 am
The 2016 State of Senior Living & Senior Living Capital Markets
Speakers: Dan Hermann, Lisa McCracken and Keith Robertson (Ziegler)
Description: This opening session will set the stage for the Symposium’s agenda, providing an overview of key
trends in the senior living sector within a framework of the national economy and capital markets.
Session Objectives:
Objective 1: To learn about the key operating and financing trends in the not-for-profit senior living sector.
Objective 2: To evaluate the impact of external influencers to the sector (e.g,. healthcare reform, technology,
growing competition).
Objective 3: To understand how national and regional trends are impacting Massachusetts providers and how they
can plan accordingly.
10: 15 - 10:30 am
10:30 - 11:45 am
Break
Retooling for the Next Generation of Consumers
Speaker: John Spooner (Greystone Communities)
Description: In 2016, the oldest Baby Boomers will turn 70. How well do you truly understand this demographic?
How has your organization prepared for the influence of this meaningful age cohort? It is not only important that
providers respond with more than just programmatic and tactical approaches, but that they reposition their
organizations strategically based on this changing consumer. This session will cover not only the demographic data,
but behavioral patterns, health status, a lifespan analysis, and income figures for these aging adults.
Session Objectives:
Objective 1: To understand how external trends are shaping the next Baby Boomer revolution (e.g., technology,
longevity, etc.).
Objective 2: To gain insight into these Boomer characteristics (e.g., chronic disease, spending habits).
Objective 3: To walk away with a renewed understanding and definition for the consumer of the future
11:45 am - 12:45 pm Lunch
12:45 - 1:45 pm
Breakout Sessions
Senior Living Financing Options
Speakers: Jennifer Crampton (Wells Fargo), Tim Wade (M&T Bank)
Moderator: Chad Himel (Ziegler)
Description: This popular, recurring session for the symposium each year, 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 are options for Affordable Housing providers? What advice
do lenders have for providers who are seeking capital, whether on the market-rate side or for tax-credit projects?
These questions and more will be answered by the finance professionals participating in the session.
Session Objectives:
Objective 1: To discuss recent trends in senior living financing and what providers need to know if seeking capital.
Objective 2: For providers to understand what steps their organization needs to take to successfully prepare for
capital projects and be a strong candidate for financing.
Objective 3: To hear how lenders perceive the sector and understand their evaluation process for providing funds to
senior living organizations.
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AGENDA (CONT’D)
12:45 - 1:45 pm
Breakout Sessions (Cont’d)
Understanding Alternative Payment Models Through Data Analytics and Smart Planning
Speakers: Mary Jane Nottonson (Sancta Maria), Jill Sumner (LeadingAge)
Description: We are several years into a transition of our nation's healthcare delivery model. The impact on the postacute sector and senior living providers is significant. This session will share information on the latest changes
related to payment reform, specifically common trends across models such as narrow networks and preferred
provider characteristics. This session will also provide guidance for providers and leave attendees with tools and
resources that are readily available to them, such as the LeadingAge Business Intelligence Tools.
Session Objectives:
Objective 1: To provide a status update on changing payment models related to the post-acute sector.
Objective 2: To discuss Massachusetts-specific data and trends in payment reforms.
Objective 3: To review tools and information available to LeadingAge Massachusetts members.
1:45 - 2:00 pm
2:00 - 3:00 pm
Break
Breakout Sessions
Senior Living Design Panel
Speakers: Diane Dooley (DiMella Shaffer), Gerry Menke (EGA Architects)
Moderator: Keith Robertson (Ziegler)
Description: For organizations that are embarking upon, or planning for, a campus repositioning project, a
community expansion or new development, this session will provide valuable insights into the latest design trends.
The expert panel will give guidance on how providers are integrating changing consumer preferences, sustainability
initiatives and innovative design concepts into these projects, all while effectively managing costs.
Session Objectives:
Objective 1: To understand the connection between changing sector trends and design.
Objective 2: To hear about innovative planning and design approaches to meet the unique needs of today’s and
tomorrow’s consumer.
Objective 3: To see real-life examples of communities who have implemented these various design concepts.
Pilates, Core and Yoga for Your Organization: Developing a Financially and
Strategically Fit Organization
Speakers: Karl Baker and Michael Slavik (CliftonLarsonAllen)
Description: Senior Living Leadership is accountable for the crucial decisions to initiate a strategic financial plan on
which to secure their future financial viability. This session will provide guidance on how to formulate short-term and
long-term plans that drive strategy while helping balance market demands and financial constraints in a manner
that fosters financial wherewithal.
Session Objectives:
Objective 1: Identify which critical financial, market and operating issues executive officers and board members
must identify and plan for.
Objective 2: Examine how to prepare a long-term strategic/financial plan.
Objective 3: Understand how to effectively use these plans.
3:00 - 3:15 pm
Break
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AGENDA (CONT’D)
3:15 -4:15 pm
Strategic Thinking & The Future of Senior Living: The CEO Perspective
Speakers: Christopher Sintros (Deaconess Abundant Life Communities), Justine Vogel (The RiverWoods Company),
Lou Woolf (Hebrew Senior Life)
Moderator: Keith Robertson (Ziegler)
Description: This session will be a facilitated panel discussion with Chief Executive Officers of some of the leading
providers in the region. The executive panelists will be asked to speak about some of the greatest threats and
opportunities to our not-for-profit sector. Will the Boomers want what we have to offer? Can we effectively compete
in the dynamic healthcare marketplace? How do we prioritize and address all of the external influencers hitting the
senior living sector? This closing general session will be a compelling, provocative session to inform and empower all
those in attendance.
Session Objectives:
Objective 1: To understand the “top of mind” concerns among CEOs from the sector.
Objective 2: To gain insight into the opportunities and promise of these dynamic organizations.
Objective 3: To walk away with strategic discussions to have at the leadership and board level.
4:15 pm
Wrap-up | Closing
Speakers: Keith Robertson (Ziegler)
Following the Symposium, all attendees are invited to a wine & cheese gathering
sponsored by Ziegler.
Total CEUs for Nursing Home Administrators: 6.0
Up to six (6) CEUs will be offered for the following area:
Nursing Home Administrators (NHA) will receive 6 CEUs under LeadingAge Massachusetts Deemed Status Provider
#NH-09015-006.
Total CPEs: 8.5
Up to 8.5 CPEs will be offered for the following area:
Certified Public Accountants (CPAs) as B.C. Ziegler and Company is registered with the National Association of State
Board of Accountancy (NASBA) as a sponsors of continuing professional education on the National Registry of CPE
Sponsors.
Contact your individual state boards of accountancy for information on whether this program will qualify for CPEs in your state.
B.C. Ziegler and Company is registered with the National
Association of State Boards of Accountancy (NASBA) as a sponsor
of continuing professional education on the National Registry of
CPE Sponsors. State boards of accountancy have final authority
on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to
the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.
Attendees are eligible to receive up to 8.5 credits for attendance
at the 2016 Ziegler LeadingAge Massachusetts Senior Living
Symposium. No prerequisites or advance preparation are required
for this group-live educational conference. Program level is basic.
For more information regarding administrative policies such as
complaint and refund, please contact our offices at 312 705 7262.
Fees for this workshop are detailed on the registration form.
©2016 B.C. Ziegler and Company | Member SIPC & FINRA
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REGISTRATION FORM
On-line registration is the preferred method. Visit LeadingAgeMA.org to register on-line.
Mail or fax the accompanying registration form to LeadingAge MA.
LeadingAge Massachusetts
246 Walnut Street, Suite 203
Newton, MA 02460
Fax Number: 617-244-2995
Please duplicate form for each person attending.
Name: _____________________________________
Title: ___________________________________
Organization: __________________________________________________________________________
Email Address: _________________________________________________________________________
Phone Number: ________________________________________________________________________
Breakout Session Choices
12:45 p.m. – 1:45 p.m.
 Senior Living Financing Optionss
 Understanding Alternative Payment Models Through Data Analytics and Smart Planning
2:00 p.m. – 3:00 p.m.
 Senior Living Design Panel
 Pilates, Core and Yoga for Your Organization: Developing a Financially and Strategically Fit Organization
Payment
TOTAL PAYMENT INCLUDED:
$____________________
 Pay by Check – Please make checks payable in full and mail to:
LeadingAge Massachusetts, 246 Walnut Street, Suite 203, Newton, MA 02460
 Pay by Credit Card (MasterCard or Visa ONLY)
Credit Card Number: ________________________________ Exp Date:___________________
Billing Address:
_____________________________________________________________
________________________________ 3-Digit CSC #: _______________
An email confirmation and reminder will be sent to participants.
LeadingAge Massachusetts Fax Number: 617-244-2995
Please contact Sue Pouliout with any questions at:
Office: 617-244-2999
E-Mail: SPouliot@LeadingAgeMA.org
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