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.

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
  • 98-D. Growing the Domestic Workforce: Federal Policy Developments

    • Monday, October 26, 2026

    8:30 – 9:30 a.m.

    98-D. Growing the Domestic Workforce: Federal Policy Developments

    Federal policy is increasingly focused on strengthening the domestic workforce to address persistent recruitment and retention challenges across the aging services continuum. This session will provide an overview of key workforce policy developments, including those affecting training and education pathways, worker supports, funding opportunities, and emerging regulatory requirements. Presenters will explain how these changes are likely to affect aging services organizations and where new challenges may arise. Join us for a timely, balanced conversation about how federal policy is shaping and at times complicating the future of the aging services workforce. You’ll take away practical tips to help you engage in the national conversation.

  • 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.

Brian Carpenter, MD

Chief Medical Officer, Telemedicine
Sound Accountable Care
Nashville, TN
  • 85-H. Primary Care Partnerships: How They Work, Why They Matter

    • Tuesday, October 27, 2026

    3:00 – 4:00 p.m.

    85-H. Primary Care Partnerships: How They Work, Why They Matter

    Is your senior living organization aiming to improve residents’ health outcomes but unsure how to proceed? This session will offer a practical solution: establish a partnership with an Accountable Care Organization (ACO) and a primary care medical group to deliver enhanced clinical services to residents. Presenters will describe how their multisite organization’s primary care team partnered with an ACO to establish a Medicare Shared Savings Program. You’ll learn about the partnership’s operational and financial benefits, including better care, fewer avoidable hospitalizations, longer resident stays, and lower turnover. Discover how these partnerships work, why they matter, and the steps providers can take to implement them effectively.

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

President & Partner
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.