Andy Schmidt

Board Member
Santa Marta
Olathe, KS, US
  • 28-E. Drive Growth by Aligning Governance, Operations, and Sales

    • Monday, October 26, 2026

    3:00 – 4:00 p.m.

    28-E. Drive Growth by Aligning Governance, Operations, and Sales

    Does your organization’s board focus on stewardship and risk, while your leaders handle operations, your marketers oversee branding, and your sales teams focus on conversions? Organizations struggle when stakeholders follow separate pathways, pursue siloed priorities, and tell different stories. This session will help you align governance, operations, marketing, and sales into a unified, credible narrative. Presenters will show you how to connect boardroom decisions to sales outcomes; what boards need to know about brand and sales; how leadership behaviors influence the brand promise; and how misalignment affects growth. You’ll learn to break down organizational silos, manage tensions, and build trust so that external messaging feels authentic and consistent.

Aaron Schroeder

SVP, Public Finance
Colliers Securities LLC
Minneapolis, MN, USA
  • 49-H. Beyond the Continuum: Serving a Broader Spectrum of Older Adults

    • Tuesday, October 27, 2026

    3:00 – 4:00 p.m.

    49-H. Beyond the Continuum: Serving a Broader Spectrum of Older Adults

    Leading nonprofit senior housing providers are expanding their missions to serve a broader spectrum of older adults with diverse lifestyles and affordability needs. During this session, you’ll meet representatives from one organization that built an active adult development one mile from its existing full-continuum campus, and from another that integrated low- to middle-income housing into its broader development strategy. You’ll take away tips for designing and financing a range of projects that fall outside the traditional continuum while complementing existing campus offerings. Here’s your chance to reflect on your growth and consider new projects that could strengthen your market position and advance your mission.

Suzie Schulberg

President & CEO
Arcadia Family of Companies
Honolulu, HI, US
  • 33-J. Aligning Executive Compensation with Strategic Priorities

    • Wednesday, October 28, 2026

    8:30 – 9:30 a.m.

    33-J. Aligning Executive Compensation with Strategic Priorities

    Today’s nonprofit senior living organizations must balance mission-driven care with financial sustainability, address workforce shortages, and meet evolving resident expectations. Strategic planning can help organizations address these and other challenges, but it is not a standalone solution. Organizations must also align short- and long-term goals with executive compensation so that top leaders are rewarded for achieving desired outcomes. This session will show you how. A senior living executive and board chair will share how they adopted a strategic plan that aligned multiple compensation elements with specific strategic goals. You’ll learn to map goals to compensation levers and develop a pay structure that balances short-term execution with long-term mission impact.

Cathy Schweiger

Director, Health Care and Life Sciences
CLA
Charlotte, NC, US
  • 33-J. Aligning Executive Compensation with Strategic Priorities

    • Wednesday, October 28, 2026

    8:30 – 9:30 a.m.

    33-J. Aligning Executive Compensation with Strategic Priorities

    Today’s nonprofit senior living organizations must balance mission-driven care with financial sustainability, address workforce shortages, and meet evolving resident expectations. Strategic planning can help organizations address these and other challenges, but it is not a standalone solution. Organizations must also align short- and long-term goals with executive compensation so that top leaders are rewarded for achieving desired outcomes. This session will show you how. A senior living executive and board chair will share how they adopted a strategic plan that aligned multiple compensation elements with specific strategic goals. You’ll learn to map goals to compensation levers and develop a pay structure that balances short-term execution with long-term mission impact.

  • 65-E. Early Advantage Programs: Put Your Wait List to Work

    • Monday, October 26, 2026

    3:00 – 4:00 p.m.

    65-E. Early Advantage Programs: Put Your Wait List to Work

    Innovative service models are gaining traction as life plan communities navigate shifting consumer expectations and competitive pressures. This session will examine one such model: Early Advantage programs that allow waitlisted individuals to become “residents” before moving in. Two providers, an actuary, and a strategic consultant will describe these programs, which often charge consumers a fee in exchange for priority waitlist placement or early access to healthcare services. Presenters will explore how these programs benefit providers and the challenges related to pricing, operations, and policy-setting. You’ll learn what motivates prospective residents to join these programs, lessons learned by providers, and risk factors for boards to consider.

Hailey Schwobe

Senior Associate
AG Architecture
Wauwatosa, WI, United States
  • 41-D. Design Strategies for Transformational Repositioning

    • Monday, October 26, 2026

    8:30 – 9:30 a.m.

    41-D. Design Strategies for Transformational Repositioning

    Senior living providers share a common mission to serve the aging population, yet their approaches to repositioning their communities to meet that goal can vary widely. This session will feature two organizations that considered similar campus expansions but took very different paths after conducting collaborative design processes that incorporated the voices of diverse user groups. One community chose a campus refresh with renovations and new construction, while the other reallocated space on its urban site to meet immediate market demands while preparing for future construction. Join team members from both organizations to learn how their teams balanced financial constraints with stakeholder input and built consensus for final plans that suited each community.

Wendy Scott

Principal, Chief Strategy Officer
Blue Blaze Associates
Newark, DE
  • 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.

Alina Serban

Chief of Staff
Embrace Living Communities
Oak Brook, IL, US
  • 120-L. Fostering Stability and Dignity in Affordable Housing

    • Wednesday, October 28, 2026

    11:30 a.m. – 12:30 p.m.

    120-L. Fostering Stability and Dignity in Affordable Housing

    Affordable housing communities promote stability, prevent displacement, and uphold the dignity of older adults by reducing evictions, addressing lease violations, and helping residents navigate housing-related challenges. During this session, an affordable housing provider will outline how early intervention, service coordination, and wellness programs can prevent housing crises. They’ll share strategies for engaging residents when violations occur and showcase innovative programs that deliver meaningful outcomes with limited resources. You’ll learn to identify early warning signs of a housing crisis and prevent lease violations from escalating into eviction notices, all while helping residents feel respected and supported.

Rachel Shands

Deputy Director, Aging and Adult Services Division
Minnesota Department of Human Services
  • 86-H. Measuring Quality in Assisted Living: Lessons from Minnesota

    • Tuesday, October 27, 2026

    3:00 – 4:00 p.m.

    86-H. Measuring Quality in Assisted Living: Lessons from Minnesota

    As assisted living continues to grow, person-centered approaches to measuring its quality remain scarce. This session will explore how Minnesota addressed this gap by developing an electronic report card that rates assisted living communities on a 5-star scale, using state inspection data and surveys of residents and family members. Presenters will share key findings from the report card’s 2024 statewide implementation, which captured consumer feedback on autonomy, staff relationships, environment, food, and engagement across the state’s assisted living communities. You’ll review tools for measuring resident quality of life and family satisfaction in assisted living, and learn strategies for integrating person-reported measures into quality improvement.

Tetyana Shippee

Professor
University of Minnesota
Minneapolis, MN, USA
  • 86-H. Measuring Quality in Assisted Living: Lessons from Minnesota

    • Tuesday, October 27, 2026

    3:00 – 4:00 p.m.

    86-H. Measuring Quality in Assisted Living: Lessons from Minnesota

    As assisted living continues to grow, person-centered approaches to measuring its quality remain scarce. This session will explore how Minnesota addressed this gap by developing an electronic report card that rates assisted living communities on a 5-star scale, using state inspection data and surveys of residents and family members. Presenters will share key findings from the report card’s 2024 statewide implementation, which captured consumer feedback on autonomy, staff relationships, environment, food, and engagement across the state’s assisted living communities. You’ll review tools for measuring resident quality of life and family satisfaction in assisted living, and learn strategies for integrating person-reported measures into quality improvement.

John Shoesmith

Principal
Perkins Eastman
Redmond, WA
  • 132-L. Satellite Options: Could an Off-Site Location Work for You?

    • Wednesday, October 28, 2026

    11:30 a.m. – 12:30 p.m.

    132-L. Satellite Options: Could an Off-Site Location Work for You?

    It’s no secret that the next generation of older adults seeks flexibility, lifestyle, and choice. Satellite campuses smaller, independent-living-focused communities near a flagship campus can help life plan communities meet these preferences and expand into desirable markets without building an on-site continuum of care. This session will explore the satellite campus trend, explain the strategic rationale for satellite developments, and assess their benefits and risks. Presenters will outline steps for evaluating satellite locations and assessing a project’s feasibility and market demand. You’ll learn how to leverage your organization’s brand, culture, and expertise across multiple sites, potentially opening new pathways to growth, revenue diversification, and enhanced market positioning.

Jennifer Shropshire

Board Member
Presbyterian Senior Living
Dillsburg, PA, US
  • 24-A. Measures that Matter: Helping Boards Focus on Quality

    • Sunday, October 25, 2026

    1:00 – 2:00 p.m.

    24-A. Measures that Matter: Helping Boards Focus on Quality

    Given the complexity of life plan communities and the scope of management responsibilities, boards of directors often focus primarily on their financial and fiduciary duties. This session offers a different approach. Presenters will unpack the board’s responsibility to dig deeper into compliance measures to understand what they reveal about a life plan community’s quality of care and quality of life. These insights will help the board participate in developing person-centered solutions that advance the organization’s mission. You’ll learn how a governance approach grounded in accountability, learning, and compassion fosters transformative collaboration among organizational leaders and how that collaboration can enhance the quality of life for older adults.

Elly Silberman

Resident
Springpoint Senior Living
Wall Township, NJ, US
  • 50-H. Raising Funds for Your Life Plan Community: Keys to Success

    • Tuesday, October 27, 2026

    3:00 – 4:00 p.m.

    50-H. Raising Funds for Your Life Plan Community: Keys to Success

    Life plan communities face unique challenges and opportunities when running comprehensive fundraising campaigns. This session will provide practical guidance to help development professionals craft a compelling fundraising appeal that resonates with distinct stakeholder groups, including residents, family members, board members, and vendors. Fundraising professionals will show you how to set ambitious yet realistic campaign goals and recruit the right volunteers and staff leaders. A resident and a campaign donor will share their motivations for giving, discuss the campaign themes that resonated with them, and describe their experiences as fundraising volunteers. Don’t miss this opportunity to learn how to adapt traditional fundraising strategies to the unique environment of life plan communities.