Fall Finance Conference

Logo of the LeadingAge PA 2022 Fall Finance Conference
Event Sponsors

Eden Resort & Suites, Lancaster, PA

October 31 - November 1, 2023

Call for Education Proposals will open on June 12
Photo of attendees at the Fall Finance 2021 networking reception
Event Sponsors



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 




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


  • 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:



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.



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
Day 1 agenda for Fall Finance Conference 2021 day 2 agenda Fall Finance Conference
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.

Keynote Speaker, Dr. Carmine Headshot