David Lawlor

Chief Financial Officer and President, Management & Consulting Division
Masonicare
Wallingford, CT
  • 44-E. Secure Your Future: Restructure and Reimagine

    • Monday, October 26, 2026

    3:00 – 4:00 p.m.

    44-E. Secure Your Future: Restructure and Reimagine

    Executive teams update their strategic plans annually to refine the traditional continuum model they’ve offered for decades. These organizations now face unprecedented challenges as more for-profit developers enter the field, consumer preferences shift, and government payments decline. Tweaking the continuum won’t be enough to secure the future. Instead, this session will show you how to restructure your organization and reimagine the continuum. Presenters will offer guidance on selling or repurposing assets to advance your mission, collaborating with and learning from investors, restructuring your debt, and addressing your legal issues. Let a turnaround manager and an investment banker help you develop an achievable restructuring plan that will appeal to investors and secure your organization’s future.

Matt Leach

Principal and Senior Consultant
Total Compensation Solutions
Armonk, NY
  • 133-A. Smarter Compensation Design for Senior Living

    • Sunday, October 25, 2026

    1:00 – 2:00 p.m.

    133-A. Smarter Compensation Design for Senior Living

    A senior living organization’s leadership compensation model must reflect its unique financial capacity, organizational maturity, leadership philosophy, and culture. This session will help you choose a model that meets these requirements. Presenters will describe three compensation models that provider organizations have used effectively: a mission-driven model for service-oriented team members; a performance-driven model that uses goal-setting and market data to determine compensation levels; and a retention-focused model that supports leadership stability during expansions or retirements. You’ll receive the guidance you need to build or enhance your current compensation practices, using the model that works best for your organization.

Andrew Leech

Corporate Vice President
Greystone
Irving, TX
  • 80-E. Optimizing Dining Operations Amid Workforce Challenges

    • Monday, October 26, 2026

    3:00 – 4:00 p.m.

    80-E. Optimizing Dining Operations Amid Workforce Challenges

    A senior living community’s dining program shapes residents’ daily experience and signals organizational stability and operational efficiency. Unfortunately, high staff turnover, driven by low compensation, often leads to inconsistent service quality and undermines resident satisfaction. This session will provide practical tools to maintain your dining program’s quality, consistency, and service standards. Presenters will share management practices including coaching frontline supervisors and standardizing expectations that build resilience in dining departments. You’ll also learn to improve the dining experience through menu innovations, structured leadership training, outcome measurement, and operational systems that sustain quality. Make your dining experience a reliable, mission-critical touchpoint despite ongoing workforce challenges.

Emily Legner

President of Senior Options and Westminster Canterbury at Home
Westminster Canterbury on Chesapeake Bay
Virginia Beach, VA
  • 90-K. Navigating Obstacles to HCBS Growth, Quality, and Success

    • Wednesday, October 28, 2026

    10:00 – 11:00 a.m.

    90-K. Navigating Obstacles to HCBS Growth, Quality, and Success

    Most home and community-based service (HCBS) agencies cite regulation, staffing, and the growth of managed care as their primary obstacles to growth. While these issues are real, this session will show that most obstacles to HCBS growth, quality, and financial success are internal rather than external. Representatives of a life plan community’s HCBS subsidiary will share highlights from their decade of experience helping senior living communities develop and operate home care, home health, and hospice services. You’ll gain insights into the pitfalls senior living organizations encounter when starting and operating HCBS agencies and take home practical, proactive, and remedial strategies to optimize your operations.

Karen Lehman

President & CEO
AQORD
Blue Bell, PA
  • 45-F. Affiliate or Go It Alone? Forming Bonds Across Faith Traditions

    • Monday, October 26, 2026

    4:30 – 5:30 p.m.

    45-F. Affiliate or Go It Alone? Forming Bonds Across Faith Traditions

    The decision to affiliate is among the most consequential and strategic choices a board of directors can make. For faith-based organizations considering a merger with a ministry from a different faith background, the decision can be especially daunting. This session will feature three leaders from faith-based organizations that successfully affiliated with partners from different religious backgrounds. Presenters will describe their founding traditions and the key drivers behind their decision to pursue affiliation. They’ll explain how they approached the affiliation process and how they weighed religious affinities and differences when identifying and evaluating potential partners. You’ll leave this session better equipped to engage in conversations about strategic partnerships while maintaining your unique faith identity.

Mark Lenhard

President/CEO
United Methodist Communities
Neptune, NJ
  • 2-B. Build a Strategic Roadmap for AI Adoption

    • Sunday, October 25, 2026

    2:45 – 3:45 p.m.

    2-B. Build a Strategic Roadmap for AI Adoption

    You’ve undoubtedly heard about the “transformative power” of Artificial Intelligence (AI). But what would an AI-fueled transformation look like for your organization, and what tools would you need to make it a reality? This session will guide you through a comprehensive, multi-week AI assessment to help your organization evaluate its technology maturity, identify quick wins, and build a realistic three-year AI roadmap. Three senior living providers will share strategies to help mid-size and smaller organizations use AI to manage change, expand internal capacity, and focus on outcomes for residents and staff. You’ll gain tools to adopt AI solutions gradually and in ways that fit your organization’s unique circumstances.

Glen Lewis

CEO
RoseVilla Senior Living
Portland, OR
  • 27-D. Build a Better Board with Better Meetings

    • Monday, October 26, 2026

    8:30 – 9:30 a.m.

    27-D. Build a Better Board with Better Meetings

    Keeping senior living board members aligned can be challenging in this age of competing priorities. Many boards struggle with fragmentation, uneven engagement, or unfocused conversations, even as organizational leaders face unprecedented challenges. During this session, you’ll learn how to build a more effective board by designing meetings that surface the right insights, promote shared understanding, and encourage strategic questions. Discover how to reinforce the board’s strategic focus between meetings, frame discussions during meetings, and avoid having to reset the conversation every quarter. Here’s your chance to get everyone on the same page and keep them there as your organization’s operating landscape evolves.

Mimi Lewis

R3 Program Director
Simon C. Fireman Community
Randolph, MA
  • 13-A. Building Trust and Belonging in Diverse Housing Communities

    • Sunday, October 25, 2026

    1:00 – 2:00 p.m.

    13-A. Building Trust and Belonging in Diverse Housing Communities

    As the older population becomes more diverse, resident services teams in affordable senior housing must adapt to meet a wide range of needs. This session will focus on a housing-based services model that provides care coordination, referrals, and on-site programming across 17 diverse housing communities. Presenters will outline the program’s features, discuss the team’s challenges and strategies for supporting culturally and linguistically diverse residents, and share lessons learned. A multilingual wellness coordinator will explain how cultural norms, religious practices, and communication preferences shape her daily interactions with residents. You’ll gain strategies to strengthen trust, communication, and quality of life across diverse senior housing populations.

Grace Li

CEO
On Lok
San Francisco, CA
  • 46-F. Bringing PACE to Affordable Housing: Benefits and Approaches

    • Monday, October 26, 2026

    4:30 – 5:30 p.m.

    46-F. Bringing PACE to Affordable Housing: Benefits and Approaches

    Are you struggling to meet the complex medical and social needs of residents in your standalone affordable housing community? The Program of All-Inclusive Care for the Elderly (PACE) may offer a solution. PACE enables older adults to age safely in the community by providing comprehensive medical care, social services, and care coordination. During this session, you’ll hear from On Lok, which founded the PACE model, and from On Lok PACEpartners, which guides housing providers interested in launching and scaling their own PACE programs. Presenters will explain the PACE approach and its benefits for housing residents. They’ll also outline strategies for co-locating PACE with housing and share a framework to help you begin your PACE exploration.

Donald Lilly

CEO
Still Hopes
West Columbia, SC
  • 42-D. Underdog Strategies for Single-Site Life Plan Communities

    • Monday, October 26, 2026

    8:30 – 9:30 a.m.

    42-D. Underdog Strategies for Single-Site Life Plan Communities

    To affiliate u2026 or not to affiliate? That is the question many single-site life plan communities are asking. This session will appeal to mavericks who prefer to remain independent yet recognize they must improve at every level to thrive in a consolidating market. Leaders from successful single-site communities will share how they resisted affiliation by strengthening operations, culture, and finances. They’ll also recommend strategies to keep communities stable and future-ready. Whether you’re committed to independence or considering affiliation, this session will offer fresh perspectives on how a strong single-site brand can enhance market perception, attract mission-aligned staff, and build trust among residents, prospects, and referral sources.

Benjamin Little

Strategic Relationship Specialist
McKesson Medical-Surgical
Richmond, VA
  • 3-C. Unlocking the Power of Interoperability

    • Sunday, October 25, 2026

    4:30 – 5:30 p.m.

    3-C. Unlocking the Power of Interoperability

    As the country’s healthcare system becomes more interconnected, the need for interoperable data exchange across care settings has never been more critical. Yet interoperability is often hindered because its meaning and benefits are unclear to the providers who could gain the most from it. This session will clear up the confusion. Presenters will demonstrate the practical advantages of interoperability and help you assess your organization’s readiness to implement it. They’ll also offer practical strategies for connecting data systems, enabling seamless data exchange with other care settings, and supporting integrated workflows. You’ll learn how one organization used interoperability to transform its operations, boost staff morale, and strengthen referral networks.

Rachel Little

Vice President, Health and Wellbeing
EverTrue
Saint Louis, MO
  • 36-A. Building In-Home Services through Acquisition and Innovation

    • Sunday, October 25, 2026

    1:00 – 2:00 p.m.

    36-A. Building In-Home Services through Acquisition and Innovation

    Many providers of aging services are interested in new ways to deliver high-quality support in the home, especially for middle-market consumers. This session will explore how one multisite sponsor of affordable housing and life plan communities expanded its at-home services through a strategic mix of acquisitions, program innovation, and affiliations with home and community-based service providers. Presenters will also highlight two new programs they designed to serve life plan community residents and the broader community: a concierge care navigation and coaching service, and an at-home support program for older adults with incomes just below traditional private-pay thresholds. Gain concrete ideas for building or expanding scalable in-home services to serve current residents and the price-sensitive middle market.