Fall Finance Presentations

To access the presentation slides for the 2023 Fall Finance Conference, please select the title of each session.

Day 1

  

Time

 

8:30-10:30 a.m. 

Session

 

Keynote Session 1-A – "Compliance and Ethics in Senior Living"
- Dyan McAlister, Daniel Krieger and Hayes Hunter 


  
10:45-11:45 a.m.
 

Education Session 1-B – "Top 10 Regulatory and Employment Issues Facing Providers in 2023 and Beyond"
- David Marshall and Andrew Dollman 

Education Session 1-C – "Beyond Profit: Understanding the Mission-Driven Purpose of Life Plan Communities"
- Daniel Gallagher and Lauren West 


  
1-2 p.m.

Education Session 1-D – "If You’re Not at the Table, You’re Probably on the Menu"
- Jim Bodine and Siamac Afshar 

Education Session 1-E – "Women in Financial Leadership Panel: Developing a Diverse Workforce Pipeline"
Alisa Miller, Dyan McAlister, Marissa Picchini and Jennifer Schwalm


 
2:15-3:15 p.m.

Education Session 1-F – "Outlook for Bank Lending in the Senior Living Sector: Lender Discussion Panel"
- Amy Castleberry, Mary Jo Medura, Michael Mason and Kevin McKeown

Education Session 1-G – "Benefits of benevolence: Creating or improving your benevolence program to advance your mission"
 - Bill Hartman and Corey Hamilton

 

 
  3:30-4:30 p.m.

Education Session 1-H – "Understanding the Medicaid Rate and the 70% Accountability Requirement"
- Viola Youssif and Desiree Mauriello

Education Session 1-I – "Short-Range Improvements to Maintain Long-Term Viability"
-  Stacy Hollinger Main, John Sauder and Carolyn Jacobs

Day 2


Time

Session

 

8:30-9:30 a.m. Keynote Session 2-A – "Financial Expert Keynote Panel"
JKJ, HJ Sims and RKL 
 

 

 

9:45-10:45 a.m.

Education Session 2-B – "Senior Living Industry Update and Medicare Reimbursement Opportunities"
- Kylie Harris, Ed Klik, Kris Pattison and Rick Snyder 

Education Session 2-C – "Employment and Immigration: How to work with immigrants and refugees to bolster your workforce"
Ruth Katz and Andrew J. Zeltner 


 

 

 

11 a.m.–12 p.m.

Education Session 2-D – "Caring for your Digital Health: How Grace-Inspired Ministries Transitioned from a High-Risk On-Premises IT Infrastructure to a Secure, Cloud-Based Architecture"
- Steve Pressman and Ellen Hill

Education Session 2-E – "Post-COVID / mandatory minimum PPD and the new staffing matrix, where do we find staff? How do we keep them?"
- Annette Sanders


 

1:15-2:15 p.m.

 

 

 

 

2:30-3:30 p.m.

Education Session 2-F – "Senior Living Financing: Navigating the Capital Markets & Exploring Financing Options"
- Miles Kingston

Education Session  2-G – "Diversity in the Workplace as a Business Strategy"
Moniqua Acosta

Education Session 2-H – "OCCUPANCY NOW! How CFOs can advocate for better marketing outcomes."
- Cynthia Thurlow-Cruver and Don Warfield

Education Session 2-I – "Understanding Financial Covenants in Your Bond Documents"
- Laura Kurtz, Chad Himel and David Twaddell

 

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