Chas Jacobsen, Founder, The Village Glen Anna Learmonth, GM Sales and Legals, Stockland Retirement LtCol (Retd) Peter Murphy, CEO, Noetic Group Dan Woods, Executive GM Business Development, RDNS Edgar Baltins, Principal, Baltins & Co Patrick Smith, Principal, Henley on Broadwater Rob Levison, Chairman, Eureka Communities Danielle Robertson, CEO, DIAL-AN-ANGEL Retirement Villages and Aged Care Leadership – Key For Survival And Success 2015 and the LEADERS SUMMIT addresses the accelerating changes facing village and care operators. 24 significant businesspeople present their view of the landscape and their strategy for survival and success. Real information, real insights. Brian White, Co-Chairman, Ray White Valerie Lyons, CEO, Uniting Age Well Will retirement villages survive – or become irrelevant Village sales have returned – but for how long? Villages are ageing, little new stock is being built and future residents are being told stay in the family home, safe and secure, with care delivered and paid by the Government. Rob Freeman, CEO, ARV Jim Hazel, Chairman, Ingenia Will mid size care operators survive – or stumble and fall Well funded, big private residential and home care operators are targeting prime geographic markets, investing in services, technology, marketing and staff recruitment. Who will survive 5 years out? Leadership, vision and empowerment within is key to survival Katie Sloan Smith, Senior Vice President, Leading Age (USA) Dr. Peter Wilton, Lecturer – Marketing, UCLA (Berkeley) Leaders lead change – at every level in an organisation. But first there has to be a clear, articulated vision. Engage your leaders by exposing them to 24 different businesses and strategies at the LEADERS SUMMIT 2015. Knowledge is power – 24 LEADERS, 24 presentations PLUS networking Each speaker has been carefully selected to deliver new knowledge across: John McNamara, Phil Smith, Head of Retirement Living, National Director, Bendigo Bank Colliers International •Leadership •Strategy •Operations • Marketing & Sales •Investment • Government & Policy • Future of villages/care •Property • Banks / Finance 8 REASONS Tomorrow’s customers July 2015 and CDC funding control will start to flow to your potential customers – US experience says within two years big cracks will appear in village and care business models Leadership – through your ranks The military knows it is a matter of life and death that leaders are developed through all ranks. Learn how at the LEADERS SUMMIT Leaders lead change Disruptive left field market challenges is the new reality. Staff expect their leaders to be active, not reactive. Learn at the LEADERS SUMMIT Funding – banks interested Will funders fund your care or village growth? Equity, balance sheet, cash flow, mission – learn what counts The property story We may be in the people business but property is key. What is ahead for commercial and residential property Supportive living villages Retirement Villages and Aged Care Leadership – Key For Survival And Success 2015 will be a critical year for both the village sector and the aged care sector. In July the Government will deliver true disruption to every business model with the release of Consumer Directed Care. The Government will tell ageing Australians they can stay at home as long as they want and the Government will pay for care. This message will challenge the health driver for new customers of retirement villages and create new competitors for care providers. 2014 saw just 1,500 new village units built when 5,500 are required to maintain traditional penetration. Australian care providers are building new beds while in America the largest residential care providers are decommissioning care beds and redirecting all funding to competitive recruitment of care staff to deliver CDC home care services. Five years from now everything will be different. Today’s true leaders will lead their organisations to new successes. They will have a vision and they will nurture and support the leaders in their ranks to carry the organisation. Others will disappear. The LEADERS SUMMIT 2015 has selected 24 proven leaders who will share their vision and especially their experience in building leaders within their ranks. Networking: The program has also been designed to provide expanded networking sessions to allow you to meet and share your experiences with other sector leaders. Please join us for an enlightening, challenging and invigorating two days. NETWORKING: Exclusive ‘hatted’ networking dinners plus extended coffee breaks The LEADERS SUMMIT ‘hatted’ restaurant dinners are famous for building relationships. Every delegate is invited to dine on Thursday 19th March at one of nine of Sydney’s finest ‘hatted’ restaurants as part of an intimate group (maximum 30 people), from 6pm to 10pm. • Spice Temple • Sailors Thai • Est. • The Cut Bar & Grill • Bentley Restaurant & Bar • Sepia • Rockpool Bar & Grill • Cafe Sydney • Sake Our services include: Blending DMF, home care and high care under the RV Act – supportive living is growing. Is it the future Dementia in villages New villages in the US now have dedicated dementia sub villages. Why, and can it happen here too We are pleased to introduce you to DOCOMEMONDAY, our new master media group that specialises in servicing the over 50s constituency. ‘Do Come Monday’ is a representation of our respect for older Australians – whose participation in all aspects of society is valued. • • • • • • • villages.com.au – No.1 web site The SOURCE - eNewsletter McCrindle Baynes Research RESISTAR village rating vres village & education videos LEADERS Events Villages Legal Services Affordable housing - rentals After 10 years of phenomenal losses rental villages are in demand and in the black. Customers like the new packages is a National Partner of ACSA Day One Day Two Pamela Judge, President, Thur 8.35 South Australian Retirement Village Residents Association (SARVRA) Pam brings wide aged care and administration experience to her positive advocacy role on behalf of village residents. Edgar Baltins, Principal, Fri 8.30 Baltins & Co As Senior Tax Partner at KPMG, Edgar has been at the forefront of every major financial structure for villages and care operators for more than 30 years Katie Sloan Smith, Senior Vice President, Thur 8.50 Leading Age (USA) Since 2003 Katie has been the key executive supporting the businesses of 7,500 US not for profit village and care operator through accelerating structural change. Mark McCrindle, Principal, Fri 9.10 McCrindle Research Mark is the village sector’s most experienced consumer researcher and a leading social commentator. Christopher Baynes, Publisher, Thur 9.00 DoComeMonday Media Group Chris writes the industry weekly eNewsletter, The SOURCE, co-authors the McCrindle Baynes Village Survey and is principal of villages.com.au Simon Owen, CEO, Fri 9.45 Ingenia Simon has relaunched Ingenia as Australia’s fastest growing manufactured home estate group, adding to Ingenia’s retirement and rental villages. Dr. Peter Wilton, Lecturer – Marketing, Thur 9.20 UCLA School of Business (Berkeley) Peter teaches marketing strategy at UCLA and is Visiting Prof. at Stanford. He consults to CEOs internationally including Coca Cola, Macquarie Bank, Goldman Sachs Patrick Smith, Principal, Fri 10.10 Henley on Broadwater Patrick will review the success of privately funded supported living in two villages plus expanding his ‘wellness’ concept into a 180 unit high rise. Chas Jacobsen, Founder, Thur 11.00 The Village Glen Highly acclaimed at out 2014 SUMMIT, Chas returns to share further village wisdom, demonstrating why he is the sector’s most successful operator Rob Levison, Chairman, Fri 11.00 Eureka Communities Eureka has been successfully turned around from 30 loss making rental villages to profit. Rob is now leading acquisitions and expansion. John McNamara, Head of Retirement Living, Thur 11.30 Bendigo and Adelaide Bank Under John’s guidance Bendigo and Adelaide Banks funds more village development deals than any bank, giving him the most informed view of the development landscape. Danielle Robertson, CEO, Fri 11.25 DIAL-AN-ANGEL Danielle is the industry’s most experienced executive in privately funded home care. She has led DIAL-AN-ANGEL since 1986, Australia’s only national group. Andrew Larpent OBE, CEO, Thur 12.00 Southern Cross Care SA & NT As CEO of Somerset Care UK Andrew pioneered NFP/private partnerships with McCartney and Stone, the UKs largest village developer. Andrew Giles, Managing Partner, Fri 11.50 One Fell Swoop The Ex CEO of the RVA, Andrew leads OFS’ village and care marketing strategy, urban economic research and advisory services. Anna Learmonth, GM Sales and Legals, Thur 12.25 Stockland Retirement Living Anna led the stabilization of village operations and manager development at Stockland before taking over sales and contract development. Phil Smith, National Director, Fri 1.20 Transaction Services Colliers International With Shane Nicholson, Phil has executed the major aged care portfolio transactions of the past five years plus a numerous village transactions. LtCol (Retd) Peter Murphy, Thur 12.45 CEO, Noetic Group Peter is one of Australia’s pre-eminent leaders of organisations through change, transversing the military and the public and private sectors. Surprise Special Guest Dan Woods, Executive GM Brand & Thur 2.45 Business Development, Royal District Nursing Service Dan has led the export of the RDNS knowledge base to China, guiding two major joint ventures to execution. Brian White, Co-Chairman, Fri 2.15 Ray White Brian White is a real estate pioneer. He was the driving force behind CBRE and has built Ray White into 1,000 offices across six countries. Eugene Marchese, Principal, Thur 3.10 Marchese Partners Eugene is a leading innovator in seniors living and aged care design. His practice is now engaged in China, Malaysia and West Coast USA. Valerie Lyons, CEO, Fri 2.40 Uniting AgeWell VIC & TAS Valerie has comprehensive experience in leading organisations though change across all levels of care and retirement village development. Surprise Special Guest Thur 4.10 Rob Freeman, CEO, Fri 2.40 Anglican Retirement Villages Rob continues ARV’s tradition of recruiting leaders from the private sector. He has overseen the rapid growth of home care and village development Adj. Professor John Kelly AM, CEO, Thur 4.50 Aged and Community Services Australia John is past Chair of The Smith Family and Uniting Care Ageing NSW & ACT. A lawyer, he lectures the legal program in Masters in Health Administration. Jim Hazel, Chairman, Fri 2.40 Ingenia, Omega Communities One of the country’s most experienced village and care executives, Jim continues to lead the evolution of seniors’ accommodation. Lois Towart, Principal, Fri 8.30 Stantons Research Lois’ experience as an analyst, valuer and property finance researcher gives her an unrivalled understanding of the investment grade of village and care businesses. Mary Wood, Executive Director, Fri 3.20 Retirement Living Council Mary leads the RLC advocacy. She has been Chief of Staff to the Federal Minister for Human Services and Senior Adviser to the Minister of Housing. Fri 1.50 LEADERS SUMMIT 2015 - PROGRAM Conference Day One - Thursday 19th March 2015 8.00am REGISTRATION 8.30am WELCOME 8.35am The village customers’ perspective plus some collegiate advice Pamela Judge, President South Australian Retirement Village Residents Association (SARVRA) Residents are the customers of the village sector, their homes are their biggest investment, they pay the wages of the manager and the maintenance of the owner’s asset – how much say should they have 9.20am Plenary: Marketing leadership and ‘disruptive’ change Dr Peter Wilton, Resident Marketing Lecturer UCLA School of Business (Berkeley) Peter Wilton advises the CEOs of some of the world’s greatest marketing companies on how to create new customers. They range from Apple Computers to Coca Cola, Johnson & Johnson and QLD Treasury here in Australia. In just the past 12 months he has consulted with corporations and government in the USA, Norway, Portugal, Mexico, Colombia, Japan, Saudi Arabia and Mongolia. • Successful villages are a ‘win/win’ An Australian who returns home every month, he has been based in San Francisco for 35 years where he is the resident MBA Lecturer on marketing at the international Top 5 Haas Business School, UCLA Berkeley. He has also been Visiting Lecturer at Stanford, Duke and Purdue Universities. • Residents and operators are partners • Areas where the partnership needs investment and why • Coal face recommendations to maximize the sector’s health 8.50am The US CDC / Home Care experience – who is winning/losing customers, the financial impacts and a look to the future (video interview) Katie Sloan Smith, Senior Vice President, Leading Age (USA) Executive Director, IAHSA Challenge for not for profit care operators • • • Boards and management challenged by speed of change Underfunding compared to private operators Shrinking bed occupancy and duration Village operators facing different pre Baby Boomer customers session of learning, challenges and inspiration. 10.35am COFFEE 11.00am A veteran village operator’s vision: lessons learnt from the last 30 years applied to building • Changing expectations Versus ageing housing stock a village for the next 30 years • More frail new village residents • Lower wealth post GFC but higher expectations 9.00am A helicopter view – the real story of village and care bricks and mortar development today for retirement village and aged care markets – plus looking back 12-24 months Christopher Baynes, Publisher DoComeMonday Media Group The retirement village market • The competitive landscape – a detailed review of 2014 construction • Performance by private and not for profit operators • Forecasts for the next 24 months Peter brings a strong understanding of both the village and care markets in Australia. He will focus on the dynamics of real world markets and the customer of today and tomorrow. He will put shape to the challenges and opportunities. He will present the corporate strategies and cultures of disruptive organisations that are creating new market segments and winning large scale new customer bases. This is a The aged care market • 2014 – an amazing year and why • 2015 – what to expect Chas Jacobsen, Founder, The Village Glen Highly acclaimed at out 2014 SUMMIT, Chas returns to share further village wisdom, demonstrating why he is the sector’s most successful village operator • The village sector is only now catching up with the village contract that Chas pioneered in the 1980s – what does he plan for tomorrow’s customers • Villages are living communities – what does Chas think is the optimum resident mix looking forward • Having just built his own 160 bed care facility, why is he now building another • What is his advice to the leaders of the sector, responsible for its future health Papua New Guinea, Timor Leste and USA. Noetic brings a ‘boots on the ground’ perspective to assist organisations navigate difficult, new terrains. 11.30am The funding landscape John McNamara, Head of Retirement Living, Bendigo and Adelaide Bank What every village and care operator needs to know • A report card on funding villages and care facilities • Current valuations and the influencer’s • Outlook for borrowers • Outlook for sellers Advice from a banker • What will secure funding • Looking forward – confidence or caution The Noetic approach to leadership is founded in experience often in some of the most challenging ‘do or die’ circumstances. Most importantly, Noetic’s heritage and approach acknowledges the critical importance of a values-based, outcomes-focused leadership culture. Peter Murphy has an unrivalled leadership track record. In the Australia Defence Force he served in the Middle East and India. His final appointment was as Chief of Staff at the Royal Military College of Australia – a globally recognised leadership institution. He is currently CEO of Noetic and has helped implement change in both private enterprise and public sector organisations in Australia and overseas. 12.00pm Not For Profit and Private operators – can they work together Andrew Leparnt, CEO, Southern Cross Care SA & NT Philosophical and practical divide between NFPs and private operators • Mission and profit – can they co-exist • Practical challenges • Critical risks – clients, organisation, government Case study: Somerset Care and McCarthy and Stone • The business case • The execution • 10 years later – the outcome 12.25pm A private operator’s perspective of the village landscape The application of lessons from this experience has direct relevance to the aged care sector. Peter will provide practical and valuable insights as to how aged care sector leaders can build resilient and effective organisations that will survive and thrive in rapidly changing, disruptive markets. 2.45pm Dan Woods, Executive GM Brand & Business Development, Royal District Nursing Service Anna Learmonth, GM Sales and Legals Stockland Retirement The village market today • Where Stockland sits – portfolio and performance • Short and medium objectives • Priority measures – training, consumer confidence Looking forward – how to re-energize the village sector • Sales and building demand are fundamental to a strong sector with a future • Cohesive presentation of the village value proposition • Healthy industry leadership 12.30pm LUNCH 12.45pm Plenary: Organisational leadership – when failure is not an option LtCol (Retd) Peter Murphy, CEO, Noetic Group The aged care sector is facing significant change as new competitors aggressively seek market share. International experience indicates this change will be fast, disruptive and challenging to core business/mission values, staff and viability. A key element to success will be strong leadership. Leadership case studies: Exporting our care IP to China and care services JV with Aveo RDNS’ village and care joint venture in Guongjo • • • • Identifying the opportunity RDNS IP value proposition What RDNS delivers The rewards– hard and soft • The future The Aveo home care service agreement • The services deal and how it works • Risks and rewards • Is it scalable 3.10pm Creating a premium village offering for the affordable market Eugene Marchese, Partner, Marchese Partners Designing a new village today still relevant for Noetic Group was founded nearly fifteen years ago in Canberra to facilitate change and leadership within organisations, and now works directly w i t h all levels of government, private and not for profit organisations in Australia, China, 3.35pm a market 30 years from now • Today’s 50 year old is the 2044 customer • Physical design and philosophical positioning – what are the right answers • Discussions with clients today about funding and building for tomorrow Case studies: real villages going up now COFFEE 4.10pm Surprise Special Guest 4.50pm View from the bridge – ACSA wrap up Adj. professor John Kelly AM, CEO, Aged and Community Services Australia (ACSA Three key government observations affecting aged care Wrap up of Day One of the SUMMIT 5.15pm CLOSE 5.30pm DEPART FOR HATTED RESTAURANTS / DINNER Conference Day One - Friday 20th March 2015 8.30am Village investors and owners at the cross roads 9.45am The Manufactured Home Estates business model explained – a State of the Nation review of the investment health of the sector by the accountant and Simon Owen, CEO, the analyist Ingenia Lois Towart, Principal, Why the MHE accommodation model works for Stantons Research ageing Australians Edgar Baltins, Principal, Baltins & Co Are professional investors ready to re-enter the village sector • • • The past 10 years indicate that professional investors are not likely to invest in villages – a review of why What is required for ‘the wind to change’ – and will it ever given the emerging alternatives Who are the likely winners and losers 10.10am Innovation case study: Blending care in to the retirement village model – is this the future Patrick Smith, Principal, Henley on Broadwater A ‘hands on’ investor’s experience building a supported care delivery model into two DMF villages Private and Not for Profit village investors in villages – new and pre loved. Who has incentive to invest, why and who is more likely to come out on top • Villages are a long term play for private investors, with risk across planning, funding, sales and legislation – why do it? • Do Not for Profits face the same risk profile? Is it a level playing field? • Who should build, who should buy and why 9.10am A strategic approach to marketing retirement villages – a sector initiative Christopher Baynes, DoComeMonday Media Group, Mark McCrindle, McCrindle Research Report on the shaping of the village value proposition research • Why the research has been done • The results – a single village value proposition A sector marketing plan and strategy • 12 months strategy supported by major operators • How all operators can participate • A resident and village rating program • Demand proven in the US, demand proven here • The business fundamentals • The challenges and the rewards • The customer vision and value proposition • The strategy, the financials, the operational structure, the outcome Pioneering this business model into Henley on Broadwater, a high rise stand alone business • • • Why this consumer model is winning customers, overcoming seven years of negative project history The principles of ‘wellness’, the finances of delivering it Lessons to be learnt 10.35am COFFEE 11.00am Rental villages come of age with a new business model Rob Levinson, Chairman, Eureka Communities How 45 loss making rental villages were turned around to 30 profitable villages • • • • • Creating a product and services proposition that is valued Empowering and rewarding village mangers The financial model Addressing care Growth by acquisition 11.25am A private home care providor’s view of the CDC future Australia’s only national home care business is restructuring • 30 years experience leading DIAL-AN-ANGEL has guided a new strategy executed in 2014 • Why private home care will prosper in the CDC world • Who will win, who will lose and why 11.50pm American lessons learnt. Crafting new village services; new housing product 2.15pm Ray White Residential real estate sales is now a science One Fell Swoop How the US village sector has repositioned • Sophisticated, mature marketing is now key its product post GFC • Each of the 165,000 sales a year is a relationship • Fundamental shifts are taking place in the • Systems that starting building relationships traditional village model • Demand for services is impacting the roles of managers and staffing • New financial models and new property models • Understanding journey, tailoring services • Win/Win for clients and sector are evolving income to balance the increasing hard and soft investment required by operators 12.20pm LUNCH PLUS a residential property outlook – the next 12 months 2.40pm Podium discussion: Property from the coalface Panel: Predicting the future – 12 months out, 5 years out Statements and analysis by three leading operators. Phil Smith, National Director, What will the two sectors, villages and residential Transaction Services Colliers International care, look like in 12 months time and five years Shane Nicholson, Head of Colliers international time. Which models will prosper. Who will win; who will lose. Phil and Shane review the portfolio and single village and care transactions of 2014 Valerie Lyons, CEO, • What sold above and below the radar Uniting AgeWell VIC & TAS • What were the drivers for the values achieved Rob Freeman, CEO, • What is happening with village valuations 1.50pm Ray White is committed to partnering the • 1,000 offices being prepared for the new aged in a village • Marketing is becoming core to generate the extra 1.20pm 36 months out ‘transition’ sector • Dementia accommodation is increasingly required retirement transitioning is important to Ray White Brian White, Joint Chairman, Andrew Giles, Managing Partner, Relationship real estate marketing and why • Where are the buyers in 2015 Anglican Retirement Villages • Predictions on prices and volumes Jim Hazel, Chairman, Surprise Special Guest Ingenia, Omega Communities 3.20pm View from the bridge - RLC wrap up Mary Wood Retirement Living Council Three key government observations affecting the retirement village sector Wrap up of Day Two of the SUMMIT 3.40pm CLOSE Registration LEADERS SUMMIT 2015 “LE A DER SHIP K EY FOR SURV I VA L A ND SUCCESS” Please register us for: Leaders Summit – 2 days Register www.leaderssummit.floktu.com Mail: Media 18/37 Nicholson St, Balmain 2041 Before 24 Dec 2014 Before 24 Jan 2015 $1,250 + GST = $1,500 + GST = $1,375 $1,650 SAVE $550 SAVE $275 How many tickets Calculate ticket Why not send your team and save more. 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