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.

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.

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.

Amy Castleberry

Managing Director
Ziegler
Chicago, IL
  • 40-C. Strategic Growth and Entrance Fee Alignment

    • Sunday, October 25, 2026

    4:30 – 5:30 p.m.

    40-C. Strategic Growth and Entrance Fee Alignment

    Every life plan community strives to develop growth plans that support the organization’s mission while maintaining profitability and marketability. Presenters of this session will argue that independent living entrance fees pose significant risks to achieving those goals. They’ll outline the widening gap between entrance fees and replacement costs, evaluate the long-term risks of outdated pricing strategies, and offer approaches to adjusting those fees while overcoming internal and external resistance to price increases. You’ll gain additional strategies including phased development plans and creative financing to help you strengthen your financial position, ensure operational success, and align projects with the preferences of current and future consumers.

  • 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.

David Caudle

Executive Creative Director
Tandem Senior Living Advisors
Gastonia, NC
  • 121-A. Tiny Home, Massive Lifestyle: Selling Studio Apartments

    • Sunday, October 25, 2026

    1:00 – 2:00 p.m.

    121-A. Tiny Home, Massive Lifestyle: Selling Studio Apartments

    Does your life plan community have small studio apartments that it’s struggling to fill because they can’t be expanded or combined with larger units? This session may offer some solutions. A chief marketing officer, an interior designer, and a senior living advisor will share how they successfully marketed and quickly filled five studio apartments that had been sitting empty or used for storage. They did so by tapping into the current interest in stylish, functional tiny-home residences and giving the units a facelift with updated designs and size-appropriate furnishings. You’ll see before-and-after photos showing how the community redesigned and marketed the studio apartments as part of its successful “Tiny Home, Massive Lifestyle” campaign.

Verna Cavey

Resident/Educator
Clermont Park, CLC
Denver, CO
  • 22-J. Innovating Together: Working with Academic Health Partners

    • Wednesday, October 28, 2026

    8:30 – 9:30 a.m.

    22-J. Innovating Together: Working with Academic Health Partners

    Partnering with academic health institutions can help your senior living organization unlock resources, foster innovation, and improve older adults’ quality of life. During this session, representatives from a university and a life plan community will describe their collaboration and explain how it created opportunities for both partners. Presenters will outline how the community gained access to cutting-edge medical research and health screenings, while university researchers collaborated with community team members and residents to co-create solutions to pressing challenges. You’ll learn how to identify and approach potential partners, bridge cultural gaps, navigate challenges, and sustain momentum. Get ready to connect aging and academia to deliver measurable benefits to all stakeholders.

Chet Chandler

Vice President of Strategic Accounts
Value First, Inc.
Minneapolis, MN
  • 76-B. Overcoming Supply Chain Hurdles in Senior Living

    • Sunday, October 25, 2026

    2:45 – 3:45 p.m.

    76-B. Overcoming Supply Chain Hurdles in Senior Living

    Nonprofit senior living organizations understand all too well how supply chain disruptions strain operations, leading to higher prices, operational disruptions, supply shortages, staff burnout, and dissatisfied residents. During this session, a representative from LeadingAge Gold Partner Value First will join LeadingAge members to share strategies for optimizing operations and overcoming supply chain hurdles. They’ll discuss the pros and cons of outsourcing operations; the impact of tariffs and workforce challenges; and how organizations can keep their supply chains open. Join the conversation to pinpoint supply chain and operational challenges and learn how your peers are tackling them.