Hoyle Koontz

Partner
The Vectre
Winston-Salem, NC
  • 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.

Terry Kovach

Director of Sales & Marketing
Kendal at Oberlin
Oberlin, OH
  • 74-A. Elevate Your Brand with Owned and Earned Communications

    • Sunday, October 27, 2024

    1:00 – 2:00 p.m.

    74-A. Elevate Your Brand with Owned and Earned Communications

    Two powerful communication tools can help position your senior living organization in a consistent, positive light and differentiate it from the competition. One is earned media, and the other is owned media. During this session, you’ll learn how to use both tools. Presenters will show you how to maximize the impact of earned news coverage and interview opportunities through media sources your audience trusts. They’ll also give you tips on making the most of the communication channels you own, including your website, social media channels, and email campaigns. Learn how to define and reach your most important audiences and determine the right mix of earned and owned communication to position your brand.

Peter Kress

Senior Vice President & Chief Innovation Officer
Acts Retirement-Life Communities, Inc.
Fort Washington, PA
  • 9-H. Embracing Innovation through a Tech Center of Excellence

    • Tuesday, October 29, 2024

    3:00 – 4:00 p.m.

    9-H. Embracing Innovation through a Tech Center of Excellence

    How can an aging services organization create a mechanism for continuous innovation through new technology? Establishing a Center of Excellence (COE) could be an excellent first step. This session will explore the role of COEs in long-term digital transformation planning. Presenters will delve into the pivotal role that artificial intelligence (AI), automation, and analytics play in helping providers overcome staffing shortages, caregiver burnout, operational inefficiencies, software interoperability, and insufficient returns on investment. Join this session to learn how to develop a long-term digital transformation plan that analyzes the current technology landscape, explores the impact of emerging technology, and integrates new technologies into your organization.

Daniel Krieger

SVP Risk, Compliance and Business Development
Presbyterian Senior Living
Dillsburg, PA
  • 129-H. Finance and Legal Compliance: A Game Show Tour of the Issues

    • Tuesday, October 29, 2024

    3:00 – 4:00 p.m.

    129-H. Finance and Legal Compliance: A Game Show Tour of the Issues

    If you don’t normally associate finance and legal compliance issues with fun and games, you may change your mind after attending this session. Designed as an interactive game show, the session will invite audience members to test their knowledge of compliance issues by participating in polls and answering multiple-choice questions on their cell phones. A team of presenters will delve deeper into specific compliance and ethical issues involving nonprofit governance, accounting, and government investigations affecting boards of directors, third-party providers, residents, and employees. Along the way, presenters will discuss issues related to bond financing, IRS guidelines, and nonprofit prosecution and enforcement. You’ll go home ready to analyze and resolve complex financial and legal issues with your executive team.

Tim Kurtz

Resident & Charitable Foundation Board Member
Deerfield Episcopal Retirement Community Inc
Asheville, NC
  • 67-H. Building Housing and Engagement through Partnerships

    • Tuesday, October 29, 2024

    3:00 – 4:00 p.m.

    67-H. Building Housing and Engagement through Partnerships

    When Deerfield Episcopal Retirement Community decided to build affordable housing in its hometown of Asheville, NC, it didn’t go it alone. Instead, Deerfield forged an innovative partnership with Asheville Area Habitat for Humanity. Together, the two organizations coordinated the construction of 10 safe, affordable, well-built homes that received global recognition for design excellence. This session will highlight Deerfield’s innovative collaboration, how that collaboration promoted volunteerism and intergenerational engagement, and how the partners plan to continue impacting the Asheville community. You’ll take home actionable strategies for replicating this successful program and exploring the advantages of intergenerational and interfaith collaboration.

Joseph La Rue

CEO/President
Sun Health
Surprise, AZ
  • 49-J. You Can Create an Inspiring and Impactful Strategic Plan

    • Wednesday, October 30, 2024

    8:00 – 9:00 a.m.

    49-J. You Can Create an Inspiring and Impactful Strategic Plan

    An organization’s strategic plan typically provides an inspiring picture of the future, but after completion, it is frequently set aside with little or no follow-through. This session will present an alternative. Representatives of Sun Health in Surprise, AZ, will describe how their board of directors created an inspiring and impactful strategic plan that challenges the Sun Health team to move the organization into the future. Presenters will share their design for a repeatable, effective strategic planning process that educates key stakeholders and follows a methodology for translating the plan into actionable, trackable goals. You’ll take home tips for developing a creative vision and strategy for your organization.

Ryan Lafollette

Deputy Assistant Secretary
U.S. Department of Housing and Urban Development
Washington, DC
  • 124-E. Taking Stock: A Review of NSPIRE’s First Year

    • Monday, October 28, 2024

    3:00 – 4:00 p.m.

    124-E. Taking Stock: A Review of NSPIRE’s First Year

    The National Standards for the Physical Inspection of Real Estate (NSPIRE), a new housing oversight and inspection protocol for multifamily housing providers, is preparing to celebrate its first anniversary. How did the first year of NSPIRE go? During this session, a senior official at the U.S. Department of Housing and Urban Development (HUD) will join a LeadingAge housing expert and a housing provider to share their perspectives on HUD’s new program for inspecting safety in affordable housing. Don’t miss this opportunity to learn what changes are coming to the inspection process, how to prepare for and respond to inspections, and who to contact for variances.

Cecily Laidman

Executive Director
Springpoint Choice
Plainsboro, NJ
  • 54-B. Expand Your Mission and Market with Continuing Care at Home

    • Sunday, October 27, 2024

    2:30 – 3:30 p.m.

    54-B. Expand Your Mission and Market with Continuing Care at Home

    Continuing Care at Home (CCaH) offers the services of a life plan community to older adults while they live independently in their own homes. Providers of aging services have long worried that CCaH programs could dissuade older adults from moving to a life plan community. Those concerns will be eased during this session when representatives of three life plan communities describe how CCaH helped them expand their mission, grow their market territory, and increase their revenue diversification. You’ll gain valuable guidance to help you use the CCaH model to serve older adults who remain at home, motivate waitlist prospects to commit to your organization, and attract a younger, more diverse population to your life plan community.

Laura Lamb

President & CEO
Episcopal Retirement Services
Cincinnati, OH
  • 62-F. Serving the Middle Market: How to Expand Your Mission

    • Monday, October 28, 2024

    4:30 – 5:30 p.m.

    62-F. Serving the Middle Market: How to Expand Your Mission

    Most older adults are “stuck in the middle.” They have too many assets to qualify for affordable housing but insufficient resources to be eligible for a traditional life plan community. Senior living providers can correct this disparity. During this session, experts in the senior living, financial, and development fields will share a variety of best practices for creating a financially viable life plan community that serves the needs of middle-income older adults. You’ll learn about creative financing solutions you can use to grow your portfolio and best practices for planning, constructing, and operating middle-market communities. Discover how to serve a more comprehensive economic range of consumers while maintaining the quality for which you are known.

Callie Langohr

Board Chair
Immanuel Lutheran Communities
Kalispell, MT
  • 45-F. Executive Compensation: One Community’s Journey

    • Monday, October 28, 2024

    4:30 – 5:30 p.m.

    45-F. Executive Compensation: One Community’s Journey

    Several years ago, Immanuel Lutheran Communities, a life plan community in Kalispell, MT, identified executive compensation as a critical part of its planning for the organization’s future. This session will share the community’s compensation journey, including initial research and exploration, articulation of a compensation philosophy and plan, and development of a compensation administration system. Presenters will update you on executive compensation guidelines for tax-exempt organizations, the steps involved in creating an executive compensation system, and the challenges you may encounter. They will also share their thoughts about the importance of including executive compensation in your organization’s strategic plan.

Amy Laughlin

Director of Residential Life
Presbyterian Communities of South Carolina
Columbia, SC
  • 15-B. Montessori Memory Care for New and Existing Settings

    • Sunday, October 27, 2024

    2:30 – 3:30 p.m.

    15-B. Montessori Memory Care for New and Existing Settings

    Montessori principles have been used to educate countless youngsters worldwide since Maria Montessori opened her first school in 1911. These same principles are now being adapted to provide cognitive, emotional, physical, and social benefits to older adults living with dementia. This session will explore the architecture and interior design strategies that enable independent residents with dementia to care for themselves, others, and their community. Hear an overview of the Montessori philosophy, the principles of Montessori for dementia, and the quality standards that will help you implement those principles. You’ll gain practical ideas and best practices for successfully integrating Montessori principles into new and existing service settings.

Matt Leach

Senior Consultant
Total Compensation Solutions
Armonk, NY
  • 145-G. Trends in Compensation: How to Attract and Retain Managers

    • Tuesday, October 29, 2024

    8:15 – 9:15 a.m.

    145-G. Trends in Compensation: How to Attract and Retain Managers

    Life plan communities can attract and retain management-level employees by setting competitive and appropriate levels of total remuneration. This session will help you decide what compensation vehicles are most appropriate and effective, given your organization’s culture and the needs of its executives. Presenters will show you how to set base salaries and develop short-term and long-term incentive plans that allow executives to share in the organization’s success. They’ll also suggest additional compensation alternatives, including deferred compensation and executive benefits like perquisites and life insurance plans. Learn how to align your compensation plan with government regulations, market trends, and your organization’s culture. Take home the information you need to ensure that your organization follows compensation best practices.