Sunday, November 02, 2025

1:00-2:00 p.m

41-A. The ABCs of Credit Ratings: A Guide for Life Plan Communities

Life plan community leaders, financial officers, and strategic planners must have a solid understanding of credit ratings before they can help their organizations secure financing on favorable terms. During this session, Fitch Ratings, along with a diverse panel of providers from multi-site and single-site communities will present an overview of credit ratings, explain how to obtain one, and offer guidance on incorporating credit rating considerations into your strategic planning. You'll receive tips for aligning capital projects and funding needs with your community's credit profile, identifying and mitigating risks that could negatively impact your rating, and implementing practices that enhance credit strength. Prepare to improve your community's credit profile and secure the resources necessary for growth and sustainability.

  • Margaret Johnson, Senior Lead Senior Living, Fitch Ratings — New York, NY, United States
  • Jonathan Cook, President/CEO, LifeSpire of Virginia — Glen Allen, VA, USA
  • Dyan McAlister, Chief Financial and Strategy Officer, Presbyterian Senior Living — Dillsburg, PA, US
  • Ben Unkle, President & CEO, Westminster Canterbury on Chesapeake Bay — Virginia Beach, VA, USA