Courtny Brooks

Director of Home Health
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.

Kristy Brown

Director of SNF Strategy
Assembly Health
Chicago, IL
  • 84-G. Operationalize ADR Management to Protect Your Resources

    • Tuesday, October 27, 2026

    8:30 – 9:30 a.m.

    84-G. Operationalize ADR Management to Protect Your Resources

    Nursing homes and post-acute care providers face heightened scrutiny when Medicare and other payers issue Additional Documentation Requests (ADR) or conduct targeted medical reviews and post-payment audits. Delays in responding to these requests can lead to improper payment findings against the provider. This session will help leaders shift from reactive, one-claim-at-a-time ADR responses to a structured, collaborative approach. Presenters will outline common review triggers, explain how documentation gaps and fragmented communication pose financial and compliance risks, and review each step of an ADR, from request through appeal. Learn how to operationalize ADR and denial management to support quality and financial stability.

Melissa Brown

Chief Operating Officer
Gravity Healthcare Consulting
Cumberland, MD
  • 75-B. From Minutes to Medicine: Protecting Your Reimbursement

    • Sunday, October 25, 2026

    2:45 – 3:45 p.m.

    75-B. From Minutes to Medicine: Protecting Your Reimbursement

    Medicaid’s Patient-Driven Payment Model (PDPM) has shifted reimbursement away from therapy minutes and toward documented clinical complexity. As a result, many organizations are seeing their Case Mix Index decline and Medicaid rates compress because resident acuity, the model’s focus, is not fully documented in the record or captured in the Minimum Data Set (MDS). This session offers a practical playbook to restore payment accuracy and audit defensibility by replacing “minutes” with “medicine.” A healthcare consultant will recommend engaging specialty physicians to confirm active diagnoses, document how conditions affect daily care, and classify diseases to improve MDS precision. You’ll discover ways to protect reimbursement while improving care for complex, long-stay residents.

Kevin Bunn

Vice President of Dining Services at Erickson Senior Living
Erickson Senior Living
Cantonsville, MD
  • 118-J. Turn Your Dining Venue into a Wellness Engine

    • Wednesday, October 28, 2026

    8:30 – 9:30 a.m.

    118-J. Turn Your Dining Venue into a Wellness Engine

    When Baby Boomers and members of Gen X arrive at your community’s dining venue, they’ll likely bring new expectations to the table. How will you measure up? This session will report on consumer preferences for culinary programs that deliver flavor, cultural relevance, agency, and a sense of community connection. Presenters will help you meet those preferences with a new culinary framework pioneered by the International Council on Active Aging’s Culinary, Nutrition & Hospitality Network. You’ll learn to reframe senior living dining venues as strategic wellness engines that support physical health, cognitive vitality, and social connection. Get the support you need to rethink how food environments can foster purpose, engagement, and wellness for today’s older adults.

Diane Burfeindt

Managing Principal
Trilogy Connect
Cogan Station, PA
  • 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.

  • 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.

Marissa Burkhardt

Chief Strategy Officer
Fountain Digital
Independence, OH
  • 67-G. Marketing Data for CEOs: What are All These Numbers Telling Me?

    • Tuesday, October 27, 2026

    8:30 – 9:30 a.m.

    67-G. Marketing Data for CEOs: What are All These Numbers Telling Me?

    Marketing and sales teams often provide CEOs and senior living executives with a range of data to support their conclusions about how effectively their organization is attracting, engaging, and converting consumers. But what do these numbers mean, and how can you use them to ask the right questions, generate new inquiries and increase sales? This session is designed for executive leaders who want a clearer understanding of the difference between an inquiry and a lead, what a conversion rate is and isn’t, and how to act on this information. Presenters will also explain the difference between marketing and sales teams and how they should work together to maximize results. You’ll leave prepared to make informed decisions that will boost your organization’s performance.

Susan Butterworth, PhD

Co-Founder
HealthyLifetime®
Ann Arbor, MI
  • 110-B. Data-Driven Methods to Extend Independence and Healthspan

    • Sunday, October 25, 2026

    2:45 – 3:45 p.m.

    110-B. Data-Driven Methods to Extend Independence and Healthspan

    Many life plan communities implement robust wellness programs to help residents live independently longer and extend their healthspan. Yet these communities often overlook less visible but equally influential factors that affect residents’ long-term independence. This session will showcase a life plan community that uses data-driven, behaviorally informed methods to assess residents’ strengths and vulnerabilities, help residents interpret their assessment results, educate them about issues affecting independence, and enable them to co-design targeted interventions. Learn how to make data-informed programming decisions that meet residents’ needs, support independence, and align with organizational strategies to help residents live independently longer.

Brian Byers

Associate Director of Operations
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.

Vassar Byrd

President and CEO
The Kendal Corporation
Newark, DE
  • 30-G. Leading and Communicating with Clarity in Uncertain Times

    • Tuesday, October 27, 2026

    8:30 – 9:30 a.m.

    30-G. Leading and Communicating with Clarity in Uncertain Times

    The ability to lead with clarity and communicate with intention has never been more essential or more challenging for senior living organizations navigating expansion, contraction, repositioning, or affiliation. This session will help. A senior living executive and a strategic communications counselor will share strategies for guiding teams and communities through uncertainty and staying mission-steady amid sector-wide fluctuations. They’ll show you how to communicate consistently, choose communication methods wisely, align the leadership team to prevent inconsistent messaging, and balance transparency with openness to build trust without triggering fear and confusion. You’ll gain strategies to strengthen your leadership presence and build goodwill among teams, residents, families, and other key partners.

Katrina Bywater

VP of Accounting
Pacific Retirement Services
Medford, OR
  • 57-L. It’s All About the Outlook: Navigating Rating Directions

    • Wednesday, October 28, 2026

    11:30 a.m. – 12:30 p.m.

    57-L. It’s All About the Outlook: Navigating Rating Directions

    Interested in where credit quality for life plan communities may be headed in the near future? This session will translate Fitch Ratings’ published criteria into practical guidance on the factors driving outlook changes for these communities. Presenters will clarify the difference between outlooks and ratings and explain why outlooks matter. They’ll also highlight specific Fitch criteria that merit your attention, including operating performance, occupancy drivers, sales pipeline quality, entrance fee refunds, liquidity, and debt mix. Life plan community financial officers will present case studies of organizations that stabilized and improved their outcomes despite an unstable outlook. Learn how to identify the factors triggering outlook shifts and translate outlook signals into positive management actions.

Cori Cansler

Customer Experience Manager
Cubigo
San Francisco, CA
  • 1-A. Using AI to Measure Resident Well-Being

    • Sunday, October 25, 2026

    1:00 – 2:00 p.m.

    1-A. Using AI to Measure Resident Well-Being

    Community engagement teams at aging services organizations prioritize the resident experience because they know residents’ voices help shape their communities. Unfortunately, not every resident speaks up. That’s where “Happy Aging” comes in. Powered by artificial intelligence (AI), the survey-driven prediction tool measures 23 observed indicators of resident well-being. This session will focus on the experiences of two life plan communities that engaged residents in a two-year research project to co-develop the “Happy Aging” tool. Presenters will describe the technology’s development process and residents’ participation in it. You’ll discover how objective behavioral data, when paired with AI, can accurately predict resident well-being and enable engagement teams to plan timely interventions.

Molly Carpenter

Director, Workforce Strategy and Development
LeadingAge
Omaha, NE
  • 142-H. A Collaborative Strategy for Developing the CNA Workforce

    • Tuesday, October 27, 2026

    3:00 – 4:00 p.m.

    142-H. A Collaborative Strategy for Developing the CNA Workforce

    Educators, providers, policymakers, and workforce leaders nationwide are rethinking how aging services providers recruit, train, support, and retain frontline caregivers. This session will highlight this collaborative effort. Presenters will describe a recent national meeting that examined the potential for multi-state collaboration to standardize certified nursing assistant (CNA) career pathways through state-based Geriatrics Workforce Enhancement Programs. They’ll share lessons learned from convening stakeholders across education, workforce development, aging services, finance, policy, and care delivery systems to discuss workforce solutions. You’ll discover how stakeholder collaboration can drive system-wide changes in policy, practice, and workforce development.