Teri Lock

Senior VP of Revenue, Pacific Retirement Services
Pacific Retirement Services
Medford, OR
  • 61-B. Let Current Residents Help You Identify Future Residents

    • Sunday, October 25, 2026

    2:45 – 3:45 p.m.

    61-B. Let Current Residents Help You Identify Future Residents

    Life plan communities seeking new feeder markets beyond their local area need look no further than their own residents to identify ideal prospects. In this session, a panel of marketing experts will explain how a multisite senior living organization partnered with a marketing agency to improve outreach to local consumers and reach qualified prospects beyond its immediate area. Presenters will describe how the organization’s marketing team used information about current residents including their affiliations and personal passions to conduct targeted outreach to prospective residents with similar interests. You’ll learn how to boost lead quality by crafting innovative strategies to reach prospects seeking a new home where they genuinely belong.

Rob Love

President & CEO
Love & Company, Inc.
Frederick, MD
  • 71-J. How to Succeed Even When Expansion Presales Disappoint

    • Wednesday, October 28, 2026

    8:30 – 9:30 a.m.

    71-J. How to Succeed Even When Expansion Presales Disappoint

    A solid reputation, high occupancy, and a long waitlist won’t guarantee presales success for your next major expansion. That’s the lesson of this session, which will tell the story of a successful life plan community whose expansion stalled unexpectedly. Instead of giving up, the organization retrenched to update its brand, reposition all lead generation materials, and turbo charge sales. The retrenching culminated with a three-month plan to reach its financing goals. Representatives from the community and the firm will discuss how they assessed the root causes of underperformance, developed collaborative action plans aligned with financial goals, refreshed the community’s brand to showcase its unique selling points, and made other adjustments and tough decisions. This cautionary tale with a happy ending could help you succeed in the face of future disappointments.

Eric Luster

Chairman
Waymark Gardens
Glendale, AZ
  • 8-H. Can Technology Improve Health Outcomes in Senior Housing?

    • Tuesday, October 27, 2026

    3:00 – 4:00 p.m.

    8-H. Can Technology Improve Health Outcomes in Senior Housing?

    The future of senior housing depends on its ability to support residents’ health through rigorous data collection and analysis, accurate measurement of health outcomes, and responsible use of artificial intelligence (AI). This session will showcase how an affordable senior housing community used data from three interventions telehealth, AI-enhanced fall detection, and remote patient monitoring to help residents manage chronic diseases, avoid emergency transfers, and improve access to services. Presenters will show you how to capture data and build dashboards so clinical and operational teams can track residents’ health and take timely action. You’ll learn to evaluate AI tools for safety and bias and to establish practices that ensure consent, privacy, and transparency.

Jim Lydiard

Founder and CEO
Centered Care
Atlanta, GA
  • 52-I. Jump-Start Holistic Wellness with Part B Medicare

    • Tuesday, October 27, 2026

    4:30 – 5:30 p.m.

    52-I. Jump-Start Holistic Wellness with Part B Medicare

    In 2024, Medicare added new fee-for-service codes to address health-related social needs and to cover services that help beneficiaries navigate the healthcare system. The new Part B codes may create payment opportunities for services you already offer at no charge. This session will outline the components and benefits of holistic wellness programs and explain how they improve health outcomes for residents and clients. Presenters will describe Part B programs that cover holistic wellness services and identify innovative technologies and practices that support service delivery. You’ll take home summaries of all relevant Part B programs, a pro forma revenue calculator for Part B income, and samples of assessments and care plans.

Donald Macaskill

Chief Executive
ScottishCare
Glasgow Prestwick Airport
  • 150-P. Age Readiness: A Global Imperative

    • Saturday, October 24, 2026

    9:00 a.m. – 5:00 p.m.

    150-P. Age Readiness: A Global Imperative

    Join innovators, policymakers, researchers, and service providers for this full-day summit exploring how to build societies ready for longevity. The program will feature global perspectives and cross-disciplinary dialogue to help participants challenge traditional assumptions about ageing, explore emerging innovations and best practices, and identify opportunities to prepare organizations, communities, and societies for the realities and possibilities of demographic change. Don’t miss this opportunity to join colleagues from around the world as they explore innovative approaches to supporting lifelong wellness, creating age-ready environments, harnessing technology to transform the aging experience, sustaining high-quality care through workforce development, and advancing the policy changes needed to shape aging-friendly communities.

Jane Mack

Owner
Jane Mack Consulting
Centre Hall, PA
  • 29-F. Strengthen Your Board Through Planned Enrichment

    • Monday, October 26, 2026

    4:30 – 5:30 p.m.

    29-F. Strengthen Your Board Through Planned Enrichment

    Knowledgeable, experienced, and engaged board members are essential to the success of senior living organizations. Yet few board members arrive at their first board meeting with all the knowledge needed to fulfill their roles. This session will explore how one organization expanded board members’ capacity by dedicating the first 60-90 minutes of its bimonthly board meetings to a wide range of enrichment activities. Presenters will outline how they implemented the revised board agenda and how it improved the board’s effectiveness. You’ll learn strategies for assessing board members’ current knowledge and addressing gaps. Discover how enrichment sessions can strengthen your board and help its members become confident change agents and change makers.

Thomas Mackey

Analyst
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.

Sarah Malchow

Chief Administrative Officer
Cedar Community
West Bend, WI
  • 26-C. Leveraging Your Leadership Team to Move the Needle on Benevolence

    • Sunday, October 25, 2026

    4:30 – 5:30 p.m.

    26-C. Leveraging Your Leadership Team to Move the Needle on Benevolence

    Everyone is a fundraiser. That’s the message of this session, which will help you support key strategic priorities in your senior living community by connecting donors, both emotionally and programmatically, to specific activities or divisions on your campus. Presenters will show you how to leverage the strategic vision of your board, executive team, divisional leaders, and key frontline staff to move the needle on benevolence. You’ll learn to build relationships with diverse team leaders across all care levels and lifestyle divisions, then work together to prioritize fundraising opportunities that align with donor interests and your strategic plan.

Adrienne Mansfield

Co-Founder
ADage Marketing Group
Williamsport, PA
  • 62-B. Crafting Messages that Advance Age and Ability Inclusion

    • Sunday, October 25, 2026

    2:45 – 3:45 p.m.

    62-B. Crafting Messages that Advance Age and Ability Inclusion

    Senior living marketing and communications professionals often rely on unrealistic stock photos and messaging that idealize “super agers” while ignoring the diverse realities of aging. These choices, whether intentional or not, reinforce narrow, often damaging stereotypes about how older adults should look, live, and behave. This session will examine the drivers of ageist and ableist messaging and the risks these biases pose to older adults and the aging services field. Presenters will share strategies and practical tools to help you audit your current communications materials, identify and correct harmful biases, and build campaigns rooted in authenticity, respect, and representation. You’ll learn to craft messages that resonate more deeply with your target markets.

Sara Marcq

Manager
Baker Tilly
Chicago, TX
  • 34-K. Let’s Talk: Adding Communications to Your Strategic Planning Process

    • Wednesday, October 28, 2026

    10:00 – 11:00 a.m.

    34-K. Let’s Talk: Adding Communications to Your Strategic Planning Process

    Strategic planning often falters when stakeholders don’t understand their role in the process or feel their voices aren’t being heard. This session will propose a powerful yet often-overlooked solution: supporting the strategic planning process with a robust communications plan. Presenters will share case studies of organizations that have led transparent, forward-thinking strategic planning processes by communicating effectively with residents, families, staff, board members, and community partners. You’ll learn how to implement collaborative planning approaches, determine the timing and depth of stakeholder involvement, build trust, and sustain momentum. Whether you’re preparing for your next strategic planning cycle or managing organizational change, this session will help you use clear communication to lead with clarity and confidence.

Adam Marles

President & CEO
EverTrue
Saint Louis, MO
  • 55-K. The Growth Imperative: If the Market is Ready, Why Aren’t We?

    • Wednesday, October 28, 2026

    10:00 – 11:00 a.m.

    55-K. The Growth Imperative: If the Market is Ready, Why Aren’t We?

    Independent living occupancy has surpassed 90% nationally, even as inventory growth has reached record lows. With demand projected to accelerate, life plan communities must ask a critical question: If the market is ready for growth, why aren’t we? This session will help you become more comfortable with organizational growth. Presenters will guide you in assessing when to grow, when to wait, and which indicators matter most. They’ll share step-by-step processes to build alignment on growth across your organization and show you how to reduce uncertainty and accelerate progress. Learn to differentiate between healthy risk awareness and counterproductive risk avoidance, and get ready to take meaningful action to grow your organization.

Travis Masonis

CIO & Vice President of Information Technology
Jewish Home
Rochester, NY
  • 5-E. Maximize the Benefits of Bidirectional Data Exchange

    • Monday, October 26, 2026

    3:00 – 4:00 p.m.

    5-E. Maximize the Benefits of Bidirectional Data Exchange

    Bidirectional data exchange the process of sending and receiving data across organizations and care sectors is increasingly common nationwide thanks to federal interoperability initiatives. This session will show how aging services providers can maximize the benefits of this exchange for care delivery and business operations. Presenters will discuss how their life plan communities use health information exchanges to support coordinated care during care transitions, enhance emergency preparedness, and better serve older adults with multiple chronic conditions. You’ll also learn how data exchange supports health plan contract negotiations, population outcome reporting, and point-of-care interventions.