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 — Worcester, PA, USA
  • Susan Ahern, Chief Financial Officer, Acts Retirement-Life Communities, Inc. — Fort Washington, PA, USA
  • Mark Ross, Partner and National Healthcare Practice Leader, Baker Tilly — Wilkes-Barre, PA, USA