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.

Eli Lemanski

Director of Construction & Renovations
Horizon House
Seattle, WA
  • 74-A. Electrify Today for a Sustainable Tomorrow

    • Sunday, October 25, 2026

    1:00 – 2:00 p.m.

    74-A. Electrify Today for a Sustainable Tomorrow

    Is your senior living organization feeling pressure from rising utility costs, aging infrastructure, accelerating climate regulations, and residents who expect to live in an environmentally responsible community? It may be time to electrify. This session will share details of a life plan community’s three-year transition from near-total reliance on fossil fuels, such as natural gas and direct steam, to a system that uses electricity to supply 50% of the community’s heat and domestic hot water. Presenters will introduce you to a replicable electrification master plan that organizations of any size can implement, even with aging buildings, limited internal engineering capacity, or constrained capital budgets.

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
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.

Rob Liebreich

President & CEO
Goodwin Living
Alexandria, VA
  • 107-K. Immigration Policy: A Key to Mission-Driven Aging Services

    • Wednesday, October 28, 2026

    10:00 – 11:00 a.m.

    107-K. Immigration Policy: A Key to Mission-Driven Aging Services

    Immigration policy has become increasingly important to aging services providers, shaping both the immediate availability and the long-term sustainability of the caregiving workforce. This session will feature a panel presentation and an interactive exchange that explore immigration’s key role in helping providers meet the service and support needs of older adults. Presenters will examine how immigration policy affects providers’ ability to attract and retain essential caregiving talent. They’ll also explore specific policies that could help address current and future workforce needs. You’ll leave this session equipped with strategies to make your immigration-related advocacy as effective as possible.

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.

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.