Fall Finance Conference
Eden Resort & Suites, Lancaster, PA
October 31 - November 1, 2023
Call for Education Proposals will open on June 12
Sessions
DAY 1: TUESDAY, NOV. 15
Schedule for Tuesday 11/15
9:30 – 10:30 AM
Keynote: State of our Worlds – Perspectives on Insurance/Risk Management, Capital Formation/Financing & Operations in Senior Living
- Panel: RKL, HJ SIMS, JKJ
10:45 – 11:45 AM
Bed Exceptions, Transfers and Replacements - Legal and Operational Issues Relating to SNF Expansion, Right-Sizing and Reconfigurations
- David Marshall | Latsha Davis & Marshall, P.C.
The Business Case for Philanthropy: Master Planning & Mission Growth
- Andrew Jeanneret | Asbury
- J.D. Shuman | Asbury Foundation
- Brian Grundusky | Asbury Bethany Village
1:00 - 2:00 PM
The Economic Crisis In Nursing - And How Staffing Mandates May Impact the Situation
- Jonathan Hansen | CliftonLarsonAllen LLP
Financial Viability for Senior Services, What’s Trending in Pennsylvania?
- Jennifer E. Cidila, CPA | Partner, Baker Tilly US, LLP
- Carolyn N. Jacobs, RN, BSN, CPA | Senior Manager, Baker Tilly US, LLP
2:15 – 3:15 PM
Budgeting for your Employee Benefits
- Jason Dennis | Webber Advisors
The Silver Tsunami Wave Train: How Boomers and Generation X Will Change Senior Living Finance
- Seth Anthony | LW Consulting, Inc.
- Jerry Gallagher | Masonic Villages of Pennsylvania
3:30 – 4:30 PM
Capital Investment & Project Development Post-Pandemic - From Inception to Implementation
- Richard Quinn | Spiezle Architectural Group
- Todd Waskowitz | Spiezle Architectural Group
- Jim Bodine | HJ Sims
- Siamac Afshar | HJ Sims
- Dyan McAlister | Presbyterian Senior Living
Ransomware, Phishing & Cybersecurity Service Provider Risks
- Jennifer Friel | CliftonLarsonAllen LLP
Sessions
DAY 2: WEDNESDAY, NOV. 16
Schedule for Wednesday 11/16
9:30 – 10:30 AM
Keynote: Be Ready for Big Changes to Community HealthChoices Reimbursement for 2023!
- Daniel Sharar | Office of Long-Term Living
- Charles Maines | Kairos Health Systems
10:45 – 11:45 AM
Labor Unions 101: The Basics
- Andrew Dollman | Latsha Davis & Marshall, P.C.
- Glenn Davis | Latsha Davis & Marshall, P.C.
Burn Out and the Workplace
- Julie Bartl | JKJ
- Bob Ball | JKJ
1:00 - 2:00 PM
The Modern CFO and the Importance of Innovation
- Adam Arker | Hartman Executive Advisors
- Marissa Picchini | Luthercare
- Chad Himel | Ziegler
TBA
- RKL
2:15 – 3:15 PM
2022 Accounting Standards Update
- John Leahan | Baker Tilly
All About the Outcomes: Taking Control of Your Reimbursement
- Karen Welsh | Functional Pathways
3:30 – 4:30 PM
No Claim Left Behind
- John Bair | The Lancaster Group, LLC
- Marissa Picchini | Luthercare
Ensuring Enterprise Fiscal Success into Tomorrow
- Elisa Bovee | HealthPRO Heritage
Networking Reception
Tuesday, November 15 | 4:30 pm - 6:30 pm
Drinks and heavy hors d'oeuvres will be served.
Sponsored by:
CEUs
Financial Professionals: This program qualifies for Continuing Education 12 total clock hours form the CPA (State Board of Accountancy). LeadingAge PA is registered with the Pennsylvania State Board of Accountancy, Program Sponsor #PX000987L.
NHA/PCHA: This program has been submitted but not yet approved for Continuing Education for 10 total participant hours by NAB/NCERS.
HR Professionals:
The following breakout sessions only
· The Economic Crisis In Nursing - And How Staffing Mandates May Impact the Situation
· Budgeting for your Employee Benefits
· Labor Unions 101: The Basics
· Burn Out and the Workplace
LeadingAge PA is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®.
These four breakout sessions are valid for 3 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.
Pricing
We are pleased to offer this conference as follows:
Member Rates
- Full Member Participant (both days): $269
- One-day Member Participant: $179
- Tuesday reception only: $50
Non-Member Rates
- Full Non-Member Participant (both days): $449
- One-day Non-Member Participant: $379
- Tuesday reception only: $50
James D. Carmine, Ph.D.
Associate Professor of Philosophy at Carlow University and past chair of the Philosophy Department for over 25 years. Carmine specializes in the History of Western Philosophy, Bioethics, Robot and AI Ethics, Medieval Philosophy of Gothic Stained Glass, Philosophy of Hunting, and Existentialism.
Carmine was the founding board member of The Penn Hills Charter School of Entrepreneurship in 2009. He initiated “Take Your Father to School Day” for the Pittsburgh Public Schools in 1998, an annual event that continues today. He was also the Republican candidate for Mayor of Pittsburgh in 2001, which he lost… badly. His wife Regina is an Ecclesiastic Stained-Glass Master Glazier. They have six children, three still in Pittsburgh Public Schools.
