Z. Allen Abbott

Vice President of Philanthropy
Baptist Senior Family
Pittsburgh, PA
  • 68-I. Building and Maintaining an Effective Planned Giving Pipeline

    • Tuesday, October 29, 2024

    4:30 – 5:30 p.m.

    68-I. Building and Maintaining an Effective Planned Giving Pipeline

    The ability of retirement communities to achieve a healthy bottom line is directly tied to the effectiveness of their planned giving programs. Yet, too often, planned giving is left to chance and the good graces of self-identified donors. This session will examine how single-site and multisite senior living communities can build a pipeline of gifts over time. Presenters will share the giving strategies that resonate most with donors, including bequests, charitable trusts, and legacy societies. You’ll leave this session understanding the importance of developing solid relationships with donors and the need for your marketing professionals, financing executives, and board members to recognize planned giving’s impact on your organization’s bottom line.

Lynn Ackerman

Co-Founder and Chief Customer Officer
Sensight Surveys
Bloomingdale, IL
  • 97-I. How Do You Maximize Resident Satisfaction and Boost Outcomes? Ask Them!

    • Tuesday, October 29, 2024

    4:30 – 5:30 p.m.

    97-I. How Do You Maximize Resident Satisfaction and Boost Outcomes? Ask Them!

    Delighted residents help senior living organizations achieve positive business outcomes, including higher referral and move-in rates. This session will show you how to increase your chances of delighting residents by implementing a satisfaction research initiative that uses feedback surveys to listen and respond to the collective voice of residents and family members. You’ll learn how to engage residents in the survey process, use survey results to identify top improvement opportunities, and make changes that matter most to residents. Representatives who achieved 100% participation and exceptional satisfaction scores on resident surveys will give you advice on engaging residents in the feedback process and responding to survey findings with sincerity, purpose, and transparency.

Sharon Adams Brooks

Chief Marketing Officer
2Life Communities
Brighton, MA
  • 78-E. Using Digital Sales Tools to Reach a Middle-Market Audience

    • Monday, October 28, 2024

    3:00 – 4:00 p.m.

    78-E. Using Digital Sales Tools to Reach a Middle-Market Audience

    2Life Communities, a LeadingAge member in Brighton, MA, recognized that serving the middle market was both an opportunity and a moral duty. That’s why the organization developed Opus Newton, a pioneering community designed for older adults who have too much income to qualify for affordable housing yet struggle with housing affordability. This session will explore how Opus Newton used advanced technology to create a seamless sales experience that built credibility and trust with prospective residents who thought a senior living option was out of reach for them. This winning process helped the community meet its sales goals early and realize cost savings of approximately $1 million. Find out how to use digital sales tools to reach a new generation of tech-savvy prospects.

Patricia Alderson

Corporate Director of Rehabilitation and Ancilliary Services
Acts Retirement-Life Communities, Inc.
Fort Washington, PA
  • 108-F. Merge Fitness and Rehab for Optimal Resident Well-Being

    • Monday, October 28, 2024

    4:30 – 5:30 p.m.

    108-F. Merge Fitness and Rehab for Optimal Resident Well-Being

    Rehabilitation services and fitness activities are often provided by separate departments of a life plan community. This session will present a different approach: merging fitness and rehabilitation services into a single department designed to ensure that residents receive early assessments of their fall and injury risks, use the right services at the right time, and spend more years enjoying optimal well-being. Presenters will show you how to develop a comprehensive wellness-based model for all levels of care by combining the skills of fitness and rehabilitation professionals. You’ll learn how to set formal expectations for a new Fitness-Rehabilitation Department and develop a business plan that addresses training needs, budgetary considerations, and marketing opportunities aimed at current and prospective residents.

Ben Allen

Founder and Chairman
myley Group
London,
  • 141-E. The Future of Aging in the United Kingdom

    • Monday, October 28, 2024

    3:00 – 4:00 p.m.

    141-E. The Future of Aging in the United Kingdom

    The population of the United Kingdom (UK) is undergoing a massive age shift. By 2050, one in four British citizens will be over 65, causing many to wonder whether a financially secure and healthy later life is becoming increasingly unlikely for millions of people. This session will address these developments while focusing on innovations that could help the UK’s aging services sector achieve a different future. Hear about recent developments in the UK’s care sector, including a growing preference to age at home, significant expansion of small-scale home care providers, and a diverse array of initiatives supporting independence and healthy aging. Consider how these innovations could be applied to other countries around the globe, including the United States.

Suzanne Allen

Managing Partner
BlueFingerprint
West Des Moines, IA
  • 78-E. Using Digital Sales Tools to Reach a Middle-Market Audience

    • Monday, October 28, 2024

    3:00 – 4:00 p.m.

    78-E. Using Digital Sales Tools to Reach a Middle-Market Audience

    2Life Communities, a LeadingAge member in Brighton, MA, recognized that serving the middle market was both an opportunity and a moral duty. That’s why the organization developed Opus Newton, a pioneering community designed for older adults who have too much income to qualify for affordable housing yet struggle with housing affordability. This session will explore how Opus Newton used advanced technology to create a seamless sales experience that built credibility and trust with prospective residents who thought a senior living option was out of reach for them. This winning process helped the community meet its sales goals early and realize cost savings of approximately $1 million. Find out how to use digital sales tools to reach a new generation of tech-savvy prospects.

Eric Allgair

Senior Vice President
Elder Life Management
Tinton Falls, NJ
  • 107-E. Combatting Social Isolation in Your Community

    • Monday, October 28, 2024

    3:00 – 4:00 p.m.

    107-E. Combatting Social Isolation in Your Community

    Senior living communities work hard to create opportunities for residents to connect socially while receiving the supportive services they need. However, some residents experience social isolation as they struggle to transition into senior living. This session will share best practices to improve resident engagement. Presenters will discuss the need to assess residents regularly for social isolation and to marshal the tools needed to help those residents engage with the community. They will introduce technologies including social companion robots, that can help identify those in need of therapeutic counseling and supplement the delivery of in-person services. These interventions can improve the well-being of residents at risk for social isolation, alleviate loneliness, and even motivate residents to pursue behaviors that improve their well-being.

Kiril Apostolov

VP Operations
Roland Park Place
Baltimore, MD
  • 7-G. Using Technology to Help Residents Feel at Home

    • Tuesday, October 29, 2024

    8:15 – 9:15 a.m.

    7-G. Using Technology to Help Residents Feel at Home

    If you’re working to help residents feel at home in your community, this session is for you. A community leader, an inspired resident, and a passionate technology provider will share how they helped create a culture of engagement and belonging at Roland Park Place, a life plan community in Baltimore, MD. Find out what spurred the community to look for a new engagement technology provider, the steps its resident technology committee took to evaluate potential solutions, and how support from a technology partner helped the new cloud-based engagement system earn a 60% adoption rate among residents. Learn from the successes of this tech-leading community and take home lessons for implementing its solutions in your organization.

John Ardovini

Director, Office of Recapitalization
U.S. Department of Housing & Urban Development
Washington, DC
  • 95-H. Developing New Section 202 Housing: A Primer for Providers

    • Tuesday, October 29, 2024

    3:00 – 4:00 p.m.

    95-H. Developing New Section 202 Housing: A Primer for Providers

    Looking for ways to develop affordable housing through the U.S. Department of Housing and Urban Development’s Section 202 program? Then this session is for you. A financing expert and housing consultant will walk you through the Section 202 application process, explain scoring criteria, review estimated timelines, and examine the variety of financing sources that can come together to fill out a project’s capital stack. Presenters will pay special attention to the benefits of combining Federal Housing Administration-insured 221(d)(4) debt with a new Section 202 Capital Advance and the importance of the RAD for PRAC Conversion program in structuring new Section 202 developments. Learn how owners and developers have used the Preservation Rent Increase to overcome gaps in funding or reduce deferred developer fee requirements.

Beth Arokoyo

Project Manager
Spellman Brady & Co.
Saint Louis, MO
  • 18-E. What Do Residents Think of Your New Development Project?

    • Monday, October 28, 2024

    3:00 – 4:00 p.m.

    18-E. What Do Residents Think of Your New Development Project?

    Imagine that you’re planning a renovation or new addition to your campus. You form a dream team of experienced professionals, including the developer, architect, interior designer, general contractor, and a winning sales and marketing team. You think your team is now complete, but you’re wrong. As this session will illustrate, engaging residents as participants in deciding what happens to the place they call home, may result in greater overall satisfaction. Presenters will explore why resident feedback is important, how to gather that feedback, who should be involved, and when they should be engaged.

Beverly Asper

Director
Baker Tilly
Philadelphia, PA
  • 61-E. Your Lifecycle Stage: What is it and Why Does It Matter?

    • Monday, October 28, 2024

    3:00 – 4:00 p.m.

    61-E. Your Lifecycle Stage: What is it and Why Does It Matter?

    What stage in the Nonprofit Lifecycle does your organization find itself? Is it a young organization at the Idea Stage or the Startup Stage? Or has it moved into the Growth, Maturity, Stagnation, or Decline stages? Knowing the answer to these questions can help your organization develop critical capacity-building, growth, and regeneration strategies that could contribute to its long-term strength and sustainability. This session will help you identify your organization’s current Lifecycle Stage and explore strategies to help you keep moving forward. Two LeadingAge member organizations one at the Growth Stage and the other at the Maturity Stage will describe how their boards aligned their planning processes with their Lifecycle Stage to adopt regeneration strategies for their organizations.

Mary Ayala

Senior Program Director, National Initiatives
Enterprise Community Partners
Columbia, MD
  • 16-C. Preserving Owner-Occupied Homes with a Health Action Plan

    • Sunday, October 27, 2024

    4:00 – 5:00 p.m.

    16-C. Preserving Owner-Occupied Homes with a Health Action Plan

    Health Action Plans offer affordable housing developers an evidence-based process for embedding health-promoting features into the design of new housing or the repair of existing structures. This session will explore how six community-based organizations used these plans to address the health of older adults while repairing and modifying their homes. You’ll learn how to identify the health needs of older homeowners, ensure their full engagement in the home modification process, and work with design and public health partners to select healthy building materials. Presenters will describe Health Action Plans used to preserve owner-occupied housing in Michigan and Maryland. You’ll take home templates you can use to implement a Health Action Plan in your community.