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2021 Finance & Strategy Symposium
April 7 + 8, 2021 • Virtual Event
Join LeadingAge Texas & Ziegler for this two-day symposium focused on strategic trends in the aging services sector.
This symposium was built to provide industry insight to senior living community leadership (CEOs, CFOs, board members, etc.) about how to not only navigate current trends, but to offer strategies on how to thrive in the current economy and the state
of the capital lending environment.
SCHEDULE
Day 1: Wednesday, April 7 | 9 am - 12 noon
with Lisa McCracken, Director, Senior Living Research and Development; Brandon Powell, Managing Director; Rich Scanlon, Senior Managing Director | Ziegler This opening session will provide an overview of key strategic trends in the senior living & care sector. Speakers will share the latest industry research and provider best practices across a number of hot topics including
growth, partnerships, technology adoption and home-and community-based services among others.
Learning Objectives:
• Identify the most significant trends that are shaping the not-for-profit senior living sector
• Explore ways to strategically move forward, beyond the demands and pressures of COVID-19
• Focus the conversation at both the national and state level
The COVID-10 pandemic has had a notable impact on the public perception of sector. Admission restrictions and prospective resident concerns have led to drops in occupancy across all levels of care. While there is great variation
across providers related to occupancy and ability to advance sales and marketing goals, all would agree there is a need to work harder and differently when attracting prospective residents. This session will highlight successful
sales and marketing tactics that providers are deploying now and how they are preparing for the changing customer expectations.
Learning Objectives:
• Recognize the impact of COVID-19 on sales and marketing efforts in senior living & care
• Explore provider examples of successful tactics to target the senior living consumer
• Discuss successful ways to achieve sales and marketing goals, despite sector headwinds
Hear from LeadingAge policy staff at both the state and national level as they discuss:
• The experience of increased regulation throughout COVID-19
• How the Biden administration is likely to approach regulation of nursing homes and LTSS
• An overview of legislative priorities at both the state and national level
DAY 2: Thursday, April 8 | 9 am - 12:15 pm
with Jon Unroe, CPA, Partner | BKDAcross the past year, most not-for-profit senior living & care providers received some form of government stimulus funds, whether through the PPP (Paycheck Protection Program) or other government programs. This session
will cover what providers need to know from an accounting standpoint and how they can plan accordingly for new reporting requirements put forth by the federal government.
Learning Objectives:
• Recap the key government stimulus programs that impacted Not-for-Profit Senior Living providers during COVID-19
• Understand the federal reporting requirements for the various stimulus
programs
• Look ahead to what may lie ahead for additional stimulus funds or reporting and accounting requirements
with Brandon Powell, Managing Director; Rich Scanlon, Senior Managing Director | Ziegler The past year was a mixed bag of performance within the senior living capital markets. After a period of near shut down of the markets with the onset of COVID-19, the market and economy healed and offered record-low borrowing
rates for senior living organizations. What can we expect for 2021? This session will discuss what lies ahead for the economy and overall bank and fixed-rate bond markets.
Learning Objectives:
• Discuss the state of the not-for-profit senior living capital markets
• Discuss a comprehensive overview of the various financing options available to not-for-profit senior living
provider organizations
• Explore the potential movement of the capital markets and economy for the rest of 2021
with David Dillard, Principal and Practice Leader, HKS; Paul Donaldson, Managing Principal, PRDG; Stuart Jackson, SVP,
Greystone Communities Most providers in the sector are trying to determine what the future looks like and how to best plan for a post-COVID era. This session will bring forth a diverse set of perspectives on key topics such as consumer expectations
post-COVID, how providers are planning for development projects with elements such as unit mix, and the evolving design elements that address areas of opportunity that surfaced during COVID (flexible design, air filtration
systems, etc.).
Learning Objectives:
• Recognize the impact of COVID-19 on senior living design trends
• Discuss the current trends around senior living & care design
• Discuss how providers need to think differently
about future projects as we navigate through the COVID-19 pandemic
CONTINUING EDUCATION
This program has been approved for Continuing Education for 5.5 total participant hours by NAB/NCERS—Approval #20220406-5.25-A74797-DL.
PRICING
REGISTRATION
2021 Finance & Strategy Symposium
REGISTRATION
2021 Finance & Strategy Symposium
Additional Attendees:
- An additional $10 per person will be billed post-event for additional attendees seeking credit.
- An Attendance Report will be provided to record additional attendees viewing with you. Please email the completed attendance report to dorothy@leadingagetexas.org at the conclusion of each day.
- This report only needs to be provided if others are viewing the symposium with you.
You may view the sessions with your team, without sharing the connection link, on one device.
- Paid registrations are limited to one connection per event link. Links to join the sessions are unique and tied to the registrant name. While others can view the sessions on the same device with you, the link should not be forwarded. Because the fee is set per line/connection, please only register one person/main registrant. 1 - 2 days prior to the webinar, you will receive an attendance report which will be used for any additional attendees viewing with you to receive continuing education credit.
- Please note the connections cannot be shared with others.
- Multiple connections will either be billed or removed from the symposium.
Transfers, Cancellations, & No-shows:
- Registrations are fully transferable. Transfers must be submitted via email to Dorothy Ferrick no later than 48 hours prior to the event.
- by March 18: Full refund less $25 processing fee
- March 20 - March 31: 50% refund
- After March 31: no refunds will be processed
- LeadingAge Texas reserves the right to cancel the program due to insufficient enrollment in which case pre-registered participants will be notified and full refunds provided.
- No-shows will be billed. No refunds for failure to log-in at the time of the event.
The 2021 Finance & Strategy Symposium is offered in partnership with
Be on the lookout for other educational opportunities on our event calendar
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