3:00-4:00 p.m

31-H. Affiliation Strategies that Balance Autonomy with Collaboration

Affiliation can help nonprofit senior living organizations achieve long-term sustainability, foster innovation, and remain true to their core mission and values amid today's operational challenges. This session will explore the affiliation process that united two life plan communities under a shared governance structure while preserving their individual identities. Presenters will outline steps for building a successful affiliation, including establishing a robust legal and governance framework, drafting bylaws that reflect shared values and priorities, and addressing board composition and responsibilities. Whether you're considering affiliation, engaged in partnership talks, or refining an existing relationship, you'll learn how to build an affiliation that promotes stability, improves services, and ensures long-term success.

• David Swartley, President & CEO, Unitas Communities — Lititz, PA, US
• Alisa Miller, President and CEO, Kairos Health Systems — Lancaster, PA, US
• Brian Black, Partner and Senior Consultant, North Group Consultants — Lancaster, PA, United States
• Christopher Churchill, Chair Health Law, Barley Snyder — Lancaster, PA