2026 Recommended Sessions for SSO & CEOs
Sunday, October 25, 2026, 1:00 – 2:00 p.m.
134-A. From Turnover to Trust: Building High-Performing Teams
Looking to lead your team from low performance and instability to high performance and sustained retention? This session is for you. Presenters will blend reassurance with disruption to teach you how to stabilize a struggling team. They’ll show you how to encourage team members to speak up, take risks, and grow; how to hold employees to clear performance and behavioral expectations without creating fear, resentment, or disengagement; and how to shift from reacting to problems to consistently and clearly addressing patterns. You’ll return home prepared to create the conditions that enable employees to stay, grow, and perform at their best.
- ● Lori Stohs Chief Talent & Culture Officer , Frasier
Sunday, October 25, 2026, 1:00 – 2:00 p.m.
24-A. Measures that Matter: Helping Boards Focus on Quality
Given the complexity of life plan communities and the scope of management responsibilities, boards of directors often focus primarily on their financial and fiduciary duties. This session offers a different approach. Presenters will unpack the board’s responsibility to dig deeper into compliance measures to understand what they reveal about a life plan community’s quality of care and quality of life. These insights will help the board participate in developing person-centered solutions that advance the organization’s mission. You’ll learn how a governance approach grounded in accountability, learning, and compassion fosters transformative collaboration among organizational leaders and how that collaboration can enhance the quality of life for older adults.
- ● Jennifer Shropshire Board Member , Presbyterian Senior Living
- ● Robyn Stone Strategic Advisor , LeadingAge
Sunday, October 25, 2026, 2:45 – 3:45 p.m.
2-B. Build a Strategic Roadmap for AI Adoption
You’ve undoubtedly heard about the “transformative power” of Artificial Intelligence (AI). But what would an AI-fueled transformation look like for your organization, and what tools would you need to make it a reality? This session will guide you through a comprehensive, multi-week AI assessment to help your organization evaluate its technology maturity, identify quick wins, and build a realistic three-year AI roadmap. Three senior living providers will share strategies to help mid-size and smaller organizations use AI to manage change, expand internal capacity, and focus on outcomes for residents and staff. You’ll gain tools to adopt AI solutions gradually and in ways that fit your organization’s unique circumstances.
- ● Vipin Bhardwaj CEO , NuAIg
- ● Mark Lenhard President/CEO , United Methodist Communities
- ● Evon Bergey Vice President of Operations/ COO , Landis Communities
- ● Catherine Chiovaro VP; Workforce Management , Otterbein SeniorLife
Sunday, October 25, 2026, 2:45 – 3:45 p.m.
76-B. Overcoming Supply Chain Hurdles in Senior Living
Nonprofit senior living organizations understand all too well how supply chain disruptions strain operations, leading to higher prices, operational disruptions, supply shortages, staff burnout, and dissatisfied residents. During this session, a representative from LeadingAge Gold Partner Value First will join LeadingAge members to share strategies for optimizing operations and overcoming supply chain hurdles. They’ll discuss the pros and cons of outsourcing operations; the impact of tariffs and workforce challenges; and how organizations can keep their supply chains open. Join the conversation to pinpoint supply chain and operational challenges and learn how your peers are tackling them.
- ● Ke'o Velasquez Corporate Director of Operations , Forefront Living
- ● Mario DeLuca Vice President of Resident Experience , Westminster Communities of Florida, Inc.
- ● Chet Chandler Vice President of Strategic Accounts , Value First, Inc.
- ● Paul Blymire Director, Purchasing & Materials Management , Masonic Villages of the Grand Lodge of PA
- ● Sabrina Montes Director of Masonic Outreach , Masonic Home of Covina
Sunday, October 25, 2026, 4:30 – 5:30 p.m.
40-C. Strategic Growth and Entrance Fee Alignment
Every life plan community strives to develop growth plans that support the organization’s mission while maintaining profitability and marketability. Presenters of this session will argue that independent living entrance fees pose significant risks to achieving those goals. They’ll outline the widening gap between entrance fees and replacement costs, evaluate the long-term risks of outdated pricing strategies, and offer approaches to adjusting those fees while overcoming internal and external resistance to price increases. You’ll gain additional strategies—including phased development plans and creative financing—to help you strengthen your financial position, ensure operational success, and align projects with the preferences of current and future consumers.
- ● Jamie Timoteo Partner , Plante Moran
- ● Amy Castleberry Managing Director , Ziegler
- ● Scott Miller Chief Marketing Officer , Garden Spot Village
Sunday, October 25, 2026, 4:30 – 5:30 p.m.
96-C. Are Policy and Legal Requirements Impeding Your Mission?
An aging service provider must ensure it has both the funding and the personnel to fulfill its important mission to serve older adults. Unfortunately, recent policy and legal developments threaten the capacity of provider organizations to employ the workforce needed to carry out their missions, secure federal funds to support their work, and preserve their tax-exempt status. This session will review the new requirements providers must meet and the uncertainties that challenge their operations. Presenters will address how these requirements and uncertainties may impact your organization and what steps you can take to mitigate potential risks.
- ● Clarette Yen Vice President, Legal Affairs , LeadingAge
Monday, October 26, 2026, 8:30 – 9:30 a.m.
16-D. Can the C-Suite Influence Workplace Culture and Retention?
A thriving workplace culture begins with an engaged and supported staff. But how does that culture evolve, and how can C-Suite leaders foster it? This session will explore how C-Suite leadership behaviors and organizational practices directly affect workforce satisfaction and retention. A nurse leader in the post-acute care sector will share strategies to help C-Suite executives support staff well-being and professional growth by aligning operational priorities and strategic planning with a people-first culture that drives performance, quality of care, and financial stability. You’ll leave with the tools to build a sustainable, high-performance environment that reflects your organization’s mission, vision, and values.
- ● Amy Stewart Chief Nursing Officer , American Association of Post-Acute Care Nursing (AAPACN)
Monday, October 26, 2026, 8:30 – 9:30 a.m.
27-D. Build a Better Board with Better Meetings
Keeping senior living board members aligned can be challenging in this age of competing priorities. Many boards struggle with fragmentation, uneven engagement, or unfocused conversations, even as organizational leaders face unprecedented challenges. During this session, you’ll learn how to build a more effective board by designing meetings that surface the right insights, promote shared understanding, and encourage strategic questions. Discover how to reinforce the board’s strategic focus between meetings, frame discussions during meetings, and avoid having to reset the conversation every quarter. Here’s your chance to get everyone on the same page—and keep them there—as your organization’s operating landscape evolves.
- ● Diane Burfeindt Managing Principal , Trilogy Connect
- ● Glen Lewis CEO , RoseVilla Senior Living
Monday, October 26, 2026, 3:00 – 4:00 p.m.
44-E. Secure Your Future: Restructure and Reimagine
Executive teams update their strategic plans annually to refine the traditional continuum model they’ve offered for decades. These organizations now face unprecedented challenges as more for-profit developers enter the field, consumer preferences shift, and government payments decline. Tweaking the continuum won’t be enough to secure the future. Instead, this session will show you how to restructure your organization and reimagine the continuum. Presenters will offer guidance on selling or repurposing assets to advance your mission, collaborating with and learning from investors, restructuring your debt, and addressing your legal issues. Let a turnaround manager and an investment banker help you develop an achievable restructuring plan that will appeal to investors and secure your organization’s future.
- ● David Lawlor Chief Financial Officer and President, Management & Consulting Division , Masonicare
- ● David Fields Managing Director , Raymond James & Associates, Inc.
- ● Poonam Paditar Member , Mintz
- ● Mary Jane Minier Head of Opportunistic Credit Strategy , Invesco
Monday, October 26, 2026, 3:00 – 4:00 p.m.
28-E. Drive Growth by Aligning Governance, Operations, and Sales
Does your organization’s board focus on stewardship and risk, while your leaders handle operations, your marketers oversee branding, and your sales teams focus on conversions? Organizations struggle when stakeholders follow separate pathways, pursue siloed priorities, and tell different stories. This session will help you align governance, operations, marketing, and sales into a unified, credible narrative. Presenters will show you how to connect boardroom decisions to sales outcomes; what boards need to know about brand and sales; how leadership behaviors influence the brand promise; and how misalignment affects growth. You’ll learn to break down organizational silos, manage tensions, and build trust so that external messaging feels authentic and consistent.
- ● Colleen Hollestelle President & CEO , Santa Marta
- ● Susan Bogan Co-CEO , AgePop
- ● Joe Ewert President , Aging Research Institute (ARI)
- ● Andy Schmidt Board Member , Santa Marta
Monday, October 26, 2026, 4:30 – 5:30 p.m.
45-F. Affiliate or Go It Alone? Forming Bonds Across Faith Traditions
The decision to affiliate is among the most consequential and strategic choices a board of directors can make. For faith-based organizations considering a merger with a ministry from a different faith background, the decision can be especially daunting. This session will feature three leaders from faith-based organizations that successfully affiliated with partners from different religious backgrounds. Presenters will describe their founding traditions and the key drivers behind their decision to pursue affiliation. They’ll explain how they approached the affiliation process and how they weighed religious affinities and differences when identifying and evaluating potential partners. You’ll leave this session better equipped to engage in conversations about strategic partnerships while maintaining your unique faith identity.
- ● Tim Webster CEO , Kintura
- ● Adriene Iverson President & CEO , Elder Care Alliance
- ● Karen Lehman President & CEO , AQORD
- ● Lynn Daly Executive Vice President , HJ Sims
Monday, October 26, 2026, 4:30 – 5:30 p.m.
82-F. Early Warning: Using Proactive Risk Awareness to Delay Decline
Providers of aging services face increasing pressure to help residents and clients maintain their highest level of wellness in the most appropriate, lowest-cost setting. Unfortunately, subtle health and functional changes often go unnoticed until decline triggers care transitions. This session will show you how to delay residents’ decline by shifting from reactive care management to proactive risk awareness. Presenters will explain how everyday observations, care documentation, and caregiver insights can help care teams identify emerging health issues and intervene earlier to prevent unnecessary transitions. They’ll also offer strategies for managing unavoidable care transitions more effectively. You’ll understand why earlier risk awareness is becoming a foundational capability for sustainable, person-centered care.
Tuesday, October 27, 2026, 8:30 – 9:30 a.m.
30-G. Leading and Communicating with Clarity in Uncertain Times
The ability to lead with clarity and communicate with intention has never been more essential or more challenging for senior living organizations navigating expansion, contraction, repositioning, or affiliation. This session will help. A senior living executive and a strategic communications counselor will share strategies for guiding teams and communities through uncertainty and staying mission-steady amid sector-wide fluctuations. They’ll show you how to communicate consistently, choose communication methods wisely, align the leadership team to prevent inconsistent messaging, and balance transparency with openness to build trust without triggering fear and confusion. You’ll gain strategies to strengthen your leadership presence and build goodwill among teams, residents, families, and other key partners.
- ● Mike Gross President , AKCG – Public Relations Counselors
- ● Vassar Byrd President and CEO , The Kendal Corporation
Tuesday, October 27, 2026, 8:30 – 9:30 a.m.
102-G. CCRC Statutes for Growth-Minded Multi-State Providers
Looking to expand your organizational footprint by establishing life plan communities in multiple states? Your success will depend on how well you understand each new state’s life plan community statutes. This session will outline the benefits and risks of expanding across state lines to establish life plan communities. An expert panel of multi-state executives, financial experts, and LeadingAge state partners will discuss the strategic, practical, and legal requirements of multi-state expansion and guide you in assessing each new state’s receptivity to life plan communities. A review of existing state laws and legislative trends will round out the session. You’ll gain access to LeadingAge tools and resources to inform your decision-making.
- ● Dee Pekruhn Senior Director, Life Plan Communities and CCaH , LeadingAge
Tuesday, October 27, 2026, 3:00 – 4:00 p.m.
49-H. Beyond the Continuum: Serving a Broader Spectrum of Older Adults
Leading nonprofit senior housing providers are expanding their missions to serve a broader spectrum of older adults with diverse lifestyles and affordability needs. During this session, you’ll meet representatives from one organization that built an active adult development one mile from its existing full-continuum campus, and from another that integrated low- to middle-income housing into its broader development strategy. You’ll take away tips for designing and financing a range of projects that fall outside the traditional continuum while complementing existing campus offerings. Here’s your chance to reflect on your growth and consider new projects that could strengthen your market position and advance your mission.
- ● Jennifer Sodo Senior Living Market Leader , Eppstein Uhen Architects
- ● Polly Gretzinger Executive Director of Campus Operations , Bay Area Lutheran Homes, Inc.
- ● Jennifer Wade Vice President of Real Estate, Senior Housing Partners , Presbyterian Homes & Services
- ● Aaron Schroeder SVP, Public Finance , Colliers Securities LLC
Tuesday, October 27, 2026, 3:00 – 4:00 p.m.
128-H. Brighten Up Your Community: Reimagining Outdated Spaces
Does your senior living community have dark interiors, underutilized spaces, and outdated dining areas? It may be time to reimagine your community to make it more appealing to consumers seeking modern design, diverse dining options, and vibrant spaces that foster social engagement. This session will show you how to keep pace with new developments by evaluating your campus space, identifying underused areas, and repurposing them to align with emerging trends and resident expectations. Presenters will share tips for taking a phased renovation approach that lets you exercise your imagination, maximize existing assets, and avoid significant debt. They’ll also offer tools to engage residents in the design process and turn them into project champions.
- ● Brian Kuhns Principal & Senior Project Architect , Noelker and Hull Associates, Inc.
- ● Craig Wagoner Vice President of Operations , National Lutheran Communities & Services
- ● Susan Dailey Resident Board Member , National Lutheran Communities & Services
Tuesday, October 27, 2026, 4:30 – 5:30 p.m.
87-I. Strategic Habits of Successful Organizations
Financial performance isn’t the only measure of organizational health. This session will introduce common attributes that go beyond balance sheets and revenue streams to drive sustainable performance improvement in senior living organizations. Presenters will share a performance-improvement framework developed by Baker Tilly, an advisory, tax, and assurance firm. They’ll help you assess how effectively your organization builds governance structures, maintains leadership stability, fosters a supportive workplace culture, pursues proactive capital planning, ensures financial and operational alignment, and engages residents. Representatives from single-site and multisite organizations will share strategies to achieve operational excellence, long-term sustainability, and resilience.
- ● Paul Nordeman President & CEO , Meadowood
- ● Susan Ahern Chief Financial Officer , Acts Retirement-Life Communities, Inc.
- ● Mark Ross Partner and National Healthcare Practice Leader , Baker Tilly
Tuesday, October 27, 2026, 4:30 – 5:30 p.m.
9-I. A Mission-Aligned Roadmap for Artificial Intelligence
Are you intrigued by the possibilities of Artificial Intelligence (AI) but concerned about adopting it responsibly? Let representatives from a life plan community walk you through the process they used to deploy AI while staying true to their nonprofit values. This session’s presenters will describe how they launched a structured, mission-aligned AI initiative to enhance the resident experience, improve workforce efficiency, and strengthen operational resilience. You’ll learn how they conducted visioning workshops, cross-departmental discovery sessions, and data-readiness assessments, and how they addressed governance, ethics, and long-term sustainability. By the end of this session, you’ll feel empowered to launch an ongoing, measurable, and responsible AI transformation at your organization.
- ● John Bassounas President , Varsity
- ● Derek Dunham President , Varsity
- ● Kevin DeAcosta President & CEO , The Highlands at Wyomissing
Wednesday, October 28, 2026, 8:30 – 9:30 a.m.
33-J. Aligning Executive Compensation with Strategic Priorities
Today’s nonprofit senior living organizations must balance mission-driven care with financial sustainability, address workforce shortages, and meet evolving resident expectations. Strategic planning can help organizations address these and other challenges, but it is not a standalone solution. Organizations must also align short- and long-term goals with executive compensation so that top leaders are rewarded for achieving desired outcomes. This session will show you how. A senior living executive and board chair will share how they adopted a strategic plan that aligned multiple compensation elements with specific strategic goals. You’ll learn to map goals to compensation levers and develop a pay structure that balances short-term execution with long-term mission impact.
- ● Martin Zorn Board Chair , Arcadia Family of Companies
- ● Suzie Schulberg President & CEO , Arcadia Family of Companies
- ● Cathy Schweiger Director, Health Care and Life Sciences , CLA
Wednesday, October 28, 2026, 8:30 – 9:30 a.m.
54-J. Proven Strategies for Life Plan Community Expansion
Growth can enhance a life plan community’s mission, diversify its revenue, expand its market reach, and enable it to serve more older adults. But it also carries significant financial, operational, and reputational risks. In this session, two life plan community leaders and a marketing strategist will demystify the expansion process. They’ll share how they make growth decisions by assessing organizational readiness, aligning boards, securing financing, analyzing competitors, and building demand before opening. Let these experienced leaders give you confidence and a practical roadmap for pursuing strategic expansion that balances mission-driven decision-making with business imperatives.
- ● Jonathan Cook President/CEO , LifeSpire of Virginia
- ● Alex Patterson President & CEO , Presbyterian Homes of Georgia, Inc.
- ● Rob Adams CEO , 10Next
Wednesday, October 28, 2026, 10:00 – 11:00 a.m.
55-K. The Growth Imperative: If the Market is Ready, Why Aren't We?
Independent living occupancy has surpassed 90% nationally, even as inventory growth has reached record lows. With demand projected to accelerate, life plan communities must ask a critical question: If the market is ready for growth, why aren’t we? This session will help you become more comfortable with organizational growth. Presenters will guide you in assessing when to grow, when to wait, and which indicators matter most. They’ll share step-by-step processes to build alignment on growth across your organization and show you how to reduce uncertainty and accelerate progress. Learn to differentiate between healthy risk awareness and counterproductive risk avoidance, and get ready to take meaningful action to grow your organization.
- ● Daniel Godfrey Partner , RLPS Architects
- ● Adam Marles President & CEO , EverTrue
- ● Anita Adkins Vice President Business Strategy , Westminster Canterbury Richmond
- ● Amy Castleberry Managing Director , Ziegler
- ● Diane Burfeindt Managing Principal , Trilogy Connect
Wednesday, October 28, 2026, 11:30 a.m. – 12:30 p.m.
91-L. Want to Engage Your Teams? Write a Living Strategic Plan
Do team members’ eyes glaze over when you mention your organization’s strategic plan? Or is the plan a living document that guides their day-to-day work? If you’re experiencing the first scenario but hoping for the second, this session is for you. Presenters will introduce you to EOS, a strategic planning model designed for weekly use and quarterly updates. Follow a multisite organization’s journey to implement EOS by defining its mission, vision, and values, addressing barriers to progress, and measuring weekly performance. You’ll learn to distill your strategic plan into a one-page document, use data to make decisions, and involve every team member in achieving organizational goals.
- ● Lisa Kalla Chief Operating Officer , Saint Therese
- ● Jessica Gier VP of Clinical Operations and Reimbursement , Saint Therese