Jason Santiago

President & CEO
Good Shepherd Communities
NY, NY
  • 42-D. Board Members are Leaders Too: How to Build a Better Board
  • Monday, October 28, 2024

    8:15 – 9:15 a.m.

    42-D. Board Members are Leaders Too: How to Build a Better Board

    Members of a nonprofit organization’s board of directors have a choice. They can be passive boosters of the organization’s mission or organizational leaders who provide vital support to help the organization achieve that mission. This session will help you steer your board toward the second option. Presenters will show you how to unlock the power that comes with having a board of directors that is committed to your organization’s mission, aligned with management, and prepared to fulfill its separate and distinct role in the organization’s hierarchy. You’ll leave this session with a new appreciation for the importance of recruiting the best board candidates and helping them become fully engaged and empowered.

Katherine Santos

Chief Strategy Officer
Legacy Lifecare
Chelsea, MA
  • 89-B. Accelerate Improvement through Collaborative Learning
  • Sunday, October 27, 2024

    2:30 – 3:30 p.m.

    89-B. Accelerate Improvement through Collaborative Learning

    Legacy Lifecare is a network of charitable, nonprofit senior care organizations with a common managerial infrastructure. Founded in 2018 by Chelsea Jewish Lifecare and JGS Lifecare, the network gives its nonprofit affiliates access to managerial resources usually available only to large, proprietary organizations. This session will explore how the Legacy Lifecare Management System takes a collaborative learning and continuous improvement approach to connecting each organization’s mission with its strategic direction. Presenters will offer guidance to help you analyze how your organization does its work, find new ways to collaborate internally and externally and adapt to a rapidly changing environment. Get an up-close view of how operational expertise and continuous improvement methodologies can help your organization address complex challenges.

Michael Sanzotti

Principal; Director of Technology Solutions
Reese Hackman
State College, PA
  • 3-C. How Much Technology Is “Enough” for Your Community?
  • Sunday, October 27, 2024

    4:00 – 5:00 p.m.

    3-C. How Much Technology Is “Enough” for Your Community?

    Most senior living providers understand the importance of technology but don’t know whether their technology infrastructures are adequate to meet long-term needs. This session will introduce you to a process that can help you determine how much technology is “enough.” Presenters will show you how to conduct an in-depth review and analysis of your technology infrastructure by inventorying your current technology systems, cataloging their shortcomings and limitations, and then modifying or adding to those systems to accommodate current and future technology needs. Don’t miss this opportunity to learn how to plan, design, and implement a successful technology infrastructure and gain buy-in from all stakeholders.

Jack Sawyer

Project Architect
EskewDumezRipple
  • 22-I. Building Small-Home Communities in the City
  • Tuesday, October 29, 2024

    4:30 – 5:30 p.m.

    22-I. Building Small-Home Communities in the City

    The aging services sector continues to prove that big is not necessarily better, that private rooms and person-directed care can work in any size setting, and that nursing care can still play a vital role in an organization’s long-term success. This session will tell the story of how Poydras Home added a new, purpose-built nursing, assisted living, and memory care option in the heart of New Orleans that offers a smaller-scale alternative to traditional care settings. Presenters will identify strategies for working with investors, regulators, architects, and community stakeholders when developing a small-home infrastructure. You’ll learn how a 200-year-old organization redefined small-home living to serve an urban community and how you can follow its example.

Ron Schaefer

Chief Operating Officer
Lutheran Senior Services
Saint Louis, MO
  • 56-C. Do Life Plan Communities Need a Skilled Nursing Component?
  • Sunday, October 27, 2024

    4:00 – 5:00 p.m.

    56-C. Do Life Plan Communities Need a Skilled Nursing Component?

    Many life plan communities are looking for a different way to address the long-term care needs of their residents. Some organizations are reducing or eliminating their skilled care component or building new communities without skilled nursing. Others are re-building their long-term care products to be more consumer-friendly. This session will look closely at both options. Presenters will explore whether skilled nursing care is an essential part of a continuum in life plan communities, the steps involved in deciding whether to strengthen or dismantle a skilled nursing setting, and the financial implications of that decision. Learn about alternatives to including skilled care in the continuum and how to determine what your community needs.

Amy Schectman

CEO
2Life Communities
Brighton, MA
  • 126-F. State Policy Solutions to National Senior Housing Challenges
  • Monday, October 28, 2024

    4:30 – 5:30 p.m.

    126-F. State Policy Solutions to National Senior Housing Challenges

    This session will highlight state and local efforts to find new ways to develop affordable housing and services for older adults. Presenters will spark your imagination with examples of such innovations as securing waivers to include Program of All-Inclusive Care for the Elderly (PACE) partners in the housing development process and incorporating service coordination in tax credit development budgets. You’ll have the opportunity to review innovations implemented by three Massachusetts-based affordable housing projects that leveraged PACE waivers to reduce Low-Income Housing Tax Credit rents. Join a brainstorming exercise aimed at identifying potential allies who could help you meet the housing needs of older adults.

Brian Schermer

Professor, School of Architecture and Urban Planning
University of Wisconsin Milwaukee
Milwaukee, WI
  • 14-A. Living Well Initiative: A Sea Change for Community Planning
  • Sunday, October 27, 2024

    1:00 – 2:00 p.m.

    14-A. Living Well Initiative: A Sea Change for Community Planning

    Housing the country’s future aging population will require a sea change in how architects and planners think about community spaces, services, and what it means to grow older. That sea change is already taking shape through the Living Well Initiative, a consortium of Milwaukee-area corporations seeking to help future architects and designers consult with older adults as they imagine the future of senior housing. This session will describe a participatory research experience during which University of Wisconsin Milwaukee students worked with older adults to create alternative models of university-affiliated communities for older adults. Presenters will show you how to use the same techniques to imagine new housing options while integrating older adults into the community’s social fabric.

Daphne Schneider

Board of Directors
Emerald Communities
Redmond, WA
  • 40-B. Do You Need Better Board Members or Better Board Processes?
  • Sunday, October 27, 2024

    2:30 – 3:30 p.m.

    40-B. Do You Need Better Board Members or Better Board Processes?

    How can senior living organizations help their boards lead in times of change? This session will help you investigate how new board processes, not necessarily new board members, could help your organization develop best-in-class governance. You’ll gain tips for maintaining the board’s strategic oversight, holding discussions that make the best use of board member skills, using committees to advance broader decision-making, and setting expectations to ensure board members remain connected to the organization. Let CEOs and board chairs tell you about the processes they’ve used to create high-quality boards, how to recognize the signs of declining board effectiveness, and how to attract effective board members.

Jennifer Schwalm

Partner
Baker Tilly
Mechanicsburg, PA
  • 61-E. Your Lifecycle Stage: What is it and Why Does It Matter?
  • Monday, October 28, 2024

    3:00 – 4:00 p.m.

    61-E. Your Lifecycle Stage: What is it and Why Does It Matter?

    What stage in the Nonprofit Lifecycle does your organization find itself? Is it a young organization at the Idea Stage or the Startup Stage? Or has it moved into the Growth, Maturity, Stagnation, or Decline stages? Knowing the answer to these questions can help your organization develop critical capacity-building, growth, and regeneration strategies that could contribute to its long-term strength and sustainability. This session will help you identify your organization’s current Lifecycle Stage and explore strategies to help you keep moving forward. Two LeadingAge member organizations one at the Growth Stage and the other at the Maturity Stage will describe how their boards aligned their planning processes with their Lifecycle Stage to adopt regeneration strategies for their organizations.

Jackie Schwartz

Student
Metropolitan State University of Denver
Denver, CO
  • 143-F. Embracing Students as Future Leaders in Aging Services
  • Monday, October 28, 2024

    4:30 – 5:30 p.m.

    143-F. Embracing Students as Future Leaders in Aging Services

    The field of aging services faces a pressing challenge: finding innovative strategies to recruit and retain employees to meet the projected demand of 20 million caregiving positions by 2040. Fresh approaches are essential to tackle this critical need. This session will present a solution that includes actively recruiting from colleges and universities that offer aging services and gerontology programs. Representatives from Metropolitan State University of Denver will demonstrate how to stay ahead of the recruitment curve by creating entry-level job opportunities, volunteer experiences, intergenerational learning moments, and internships to attract college graduates to the field. Attendees will hear from current students, alumni, and faculty and leave with practical strategies for collaborating with educational institutions to address the workforce shortage.

Cathy Schweiger

Director, Health Care and Life Sciences
CLA
Charlotte, NC
  • 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.

Brooke Scott

Vice President of Sales & Marketing
Sinai Residences of Boca Raton
Boca Raton, FL
  • 82-I. Pay Attention to Your Sales Team
  • Tuesday, October 29, 2024

    4:30 – 5:30 p.m.

    82-I. Pay Attention to Your Sales Team

    Who’s working on the front lines, helping your organization maintain its resident census and remain financially healthy? It’s your sales team, and they deserve your attention. During this session, sales and marketing experts will share their experiences leading and motivating sales teams. Presenters will discuss strategies you can use to encourage your sales team to do its best work, such as offering compensation and incentive programs to motivate the team and implementing effective staffing practices that can improve productivity, increase lead-to-sale conversion rates, shorten sales cycles, and increase occupancy. Learn how to recruit and retain sales team talent and create a motivational work environment for the team working hard to help your organization succeed.