LeadingAge Massachusetts and Ziegler Present… THE SEVENTH ANNUAL SENIOR LIVING SYMPOSIUM YOU’RE INVITED! MARCH 12, 2015 CROWNE PLAZA NATICK, MASSACHUSETTS ABOUT THE EVENT LeadingAge Massachusetts and Ziegler are pleased to announce the Seventh Annual Senior Living Symposium to be held on Thursday, March 12 at the Crowne Plaza in Natick, Massachusetts. The 2015 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. ©2015 B.C. Ziegler and Company | Member SIPC & FINRA For additional information, contact: SUE POULIOT 617 244 2999 [email protected] MARCH 12, 2015 2015 MASSACHUSETTS SENIOR LIVING SYMPOSIUM CROWNE PLAZA | NATICK, MASSACHUSETTS PROGRAM DETAILS Logistics Thursday, March 12, 2015 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 Trustees or Board Members of LeadingAge MA Member Organizations: 1-2 Individuals from LeadingAge MA Member: 3 or more Individuals from a LeadingAge MA Member: Non-LeadingAge MA Member Rate: $65 per person $99 per person $75 per person $150 per person CEUs Six CEUs will be offered for the following area: – Nursing Home Administrators (NHAs) with deemed status provider #NH-09015-006 Six 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 [email protected]. 2 MARCH 12, 2015 2015 MASSACHUSETTS SENIOR LIVING SYMPOSIUM CROWNE PLAZA | NATICK, MASSACHUSETTS AGENDA THURSDAY, MARCH 12 8:30 - 8:45 am Welcome | Opening Remarks Speakers: Elissa Sherman (LeadingAge Massachusetts) and Keith Robertson (Ziegler) 8:45 - 10:15 am The 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 workshop’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 highlight the sector’s recovery post-downturn and the “new normal” backdrop 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 Facing the Challenges of our Aging Population: Strategies for the Next Four Years Speakers: Majority Leader Harriette Chandler (Massachusetts State Senate), Michael Festa (AARP Massachusetts), Len Fishman (UMass Gerontology Institute), David Seltz (Health Policy Commission), Kenneth Smith (Office of Long Term Services and Supports, Executive Office of Elder Affairs and MassHealth, EOHHS) Moderator: Elissa Sherman (LeadingAge Massachusetts) Description: With an increasing percentage of our population over age 65 and in need of long term services and supports, what are the most critical policies that the Commonwealth needs to adopt in the next four years in order to be prepared to meet the needs of this growing population? This session will include a panel discussion with representatives from the state legislature, the new Baker Administration and other leaders in the field of aging policy, discussing their perspectives on the policy priorities that the Commonwealth will need to tackle in the next four years. Session Objectives: Objective 1: To understand the most significant challenges facing the Commonwealth of Massachusetts related to the aging of our population. Objective 2: To identify recommended policy priorities of top leaders in aging policy . Objective 3: To consider the barriers that need to be overcome in order to successfully achieve these priorities. 11:45 am - 12:45 pm Lunch 12:45 - 1:45 pm Breakout Sessions Senior Living Financing Options Speakers: Kristen Richardson (Putnam), Timothy Wade (M&T Bank), Chad Himel (Ziegler) Moderator: Keith Robertson (Ziegler) Description: This is a popular, recurring session for the symposium each year as it 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 advice do lenders have for providers who are seeking capital? These questions and more will be answered by the finance professionals participating in the session. Session Objectives: Objective 1: Discuss recent trends in senior living financing and what providers need to know if seeking capital. Objective 2: Understand what steps provider organizations need to take to successfully prepare for capital projects and be a strong candidate for financing. Objective 3: Hear how lenders perceive the sector and understand their evaluation process for providing funds to senior living organizations. 3 MARCH 12, 2015 2015 MASSACHUSETTS SENIOR LIVING SYMPOSIUM CROWNE PLAZA | NATICK, MASSACHUSETTS AGENDA (CONT’D) 12:45 - 1:45 pm Breakout Sessions (Cont’d) Advocacy as a Discipline: Best Practices in Stakeholder Engagement. Speakers: Former State Representative Steven Walsh (Mass Council of Community Hospitals), Paul Donovan (Kearney, Donovan and McGee), Naomi Prendergast (D'Youville Life and Wellness Community) Description: Advocacy is a key foundation to the continued success of the not-for-profit sector. Knowing how to advocate successfully for those you serve and how to engage stakeholders is significant. This session will provide several perspectives on the importance of and how to be an effective advocate, and will highlight best practices among Massachusetts senior living provider organizations Session Objectives: Objective 1: To understand why advocacy is a critical role for all nonprofit organizations. Objective 2: To learn what is most effective in communicating with your elected representatives. Objective 3: To develop concrete tools to implement a culture of advocacy within your organization. 1:45 - 2:00 pm Break 2:00 - 3:00 pm Breakout Sessions Joint Ventures, Affiliations & Partnerships Speakers: Lisa McCracken (Ziegler) Amy Schectman (Jewish Community Housing for the Elderly), Christopher Sintros (New England Deaconess Association), David Volovick (Leland Home) Description: Many sectors in healthcare and the business economy are experiencing notable trends in joint ventures, formal partnerships and the consolidation of services. This session will provide attendees with an overview of the types of partnerships and joint ventures being executed in senior living and where Massachusetts providers can consider opportunities as they look to grow, diversify and partner with others. Session Objectives: Objective 1: To learn about the key trends in the sector regarding joint ventures, partnerships and affiliations. Objective 2: To hear from a provider who has specifically engaged in a partnerships with an organization to provide home-based programs and services. Objective 3: To hear a case study of a single-site organization who elected to affiliate with another not-for-profit provider to advance its mission. The End of Advertising. The Advent of Engagement Speaker: Todd Harff, Erin Read (Creating Results Description: The old way of advertising was disruption and push marketing. The new way is permission and pull marketing. It’s the end of advertising and the beginning of engagement. This presentation explores major trends in marketing and shows how senior living organizations can/must transform their mindsets, methods and who in the organization is “responsible” for marketing. Session Objectives: Objective 1: To understand the major trends in advertising and how they are changing the marketing landscape for senior living organizations. Objective 2: To learn how to improve the ROI of marketing efforts by communicating with prospects in a way that they value. Objective 3: To discover what engagement is and the benefits enjoyed by organizations that are engaged with their prospects at every level of the organization. 3:00 - 3:15 pm Break 4 MARCH 12, 2015 2015 MASSACHUSETTS SENIOR LIVING SYMPOSIUM CROWNE PLAZA | NATICK, MASSACHUSETTS AGENDA (CONT’D) 3:15 -4:15 pm (Re)Engage Your Board Speaker: Melissa Radford (LeadingAge) Description: Exceptional governance is intentional. By focusing on practical tools and structures you can better engage your boards’ time, talent and treasure. Understanding Governance as Leadership© will also lead you to concentrate on the right questions, challenges and opportunities facing your board Session Objectives: Objective 1: To understand the three modes of governance and how to apply them to your work to raise the level of conversation with your board. Objective 2: To learn facilitation methods and agenda practices to increase board engagement. Objective 3: To explore why intentionally focusing on governance now is more important than ever. 4:15 pm Wrap-up | Closing Speakers: Keith Robertson (Ziegler), Elissa Sherman (LeadingAge Massachusetts) 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: 6.0 Up to six (6) 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 6.0 credits for attendance at the 2015 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. ©2015 B.C. Ziegler and Company | Member SIPC & FINRA 5 MARCH 12, 2015 2015 MASSACHUSETTS SENIOR LIVING SYMPOSIUM CROWNE PLAZA | NATICK, MASSACHUSETTS 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 Options Advocacy as a Discipline: Best Practices in Stakeholder Engagement 2:00 p.m. – 3:00 p.m. Joint Ventures, Affiliations & Partnerships The End of Advertising. The Advent of Engagement 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 Pouliot with any questions at: Office: 617-244-2999 E-Mail: [email protected] 3
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