What separates an exceptional board chair from an ineffective one? In this episode, host Jennifer Drago breaks down the essential traits, responsibilities, and challenges of nonprofit board chairs. She shares a compelling case study of a board chair who unintentionally derailed an organization’s progress and offers practical insights for selecting and developing strong board leadership.

Key Topics Discussed:

✔️ The Role of a Board Chair – Keeping the organization on track toward its mission and strategic goals.

✔️ Facilitating Effective Board Meetings – Structuring agendas, fostering engagement, and managing conflict.

✔️ Supporting the CEO – Building a strong partnership and effective communication channels with the executive leader.

✔️ Governance & Accountability – Ensuring bylaws, ethics, and strategic oversight are upheld.

✔️ Board Succession Planning – Identifying and mentoring future board leaders.

✔️ Case Study: The Risks of a Board Chair with a Personal Agenda – A real-world example of how leadership choices can impact an organization.

✔️ Key Traits of an Effective Board Chair – Leadership, emotional intelligence, communication, and decision-making skills.

✔️ Critical Questions When Selecting a Board Chair – Do they have the time, autonomy, and key skills to handle the job?

➡️Get Your Free Resource: Download 20 Generative Questions for Your Nonprofit Board at https://bit.ly/4gzrUwV

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.

Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com, to learn more!

You can also follow Jennifer on her LinkedIn: https://linkedin/in/jenniferdrago

Hosted on Acast. See acast.com/privacy for more information.

Have you ever left a board meeting feeling like you checked off every agenda item but didn’t tackle the big-picture questions that shape your organization’s future? In this episode of Senior Living Visionaries, host Jennifer Drago dives into the power of generative discussions—a mode of governance that sparks strategic insight, fuels innovation, and enhances board engagement.

Learn how to implement generative discussions, why they matter, and how they differ from fiduciary and strategic discussions. Jennifer also shares sample generative questions that can help your board think beyond the present and create meaningful impact.

Key Takeaways:

✔️ What are generative discussions? How they inspire forward-thinking governance.

✔️ The 3 Modes of Governance: Fiduciary, Strategic, and Generative.

✔️ Why generative discussions matter: How they improve decision-making, engagement, and future readiness.

✔️ How to implement generative discussions in board meetings.

✔️ 20 sample generative questions for senior living and nonprofit boards.

Quote of the Episode:

"The best boards don’t just make decisions—they explore the possibilities that truly shape the future." – Jennifer Drago

➡️Get Your Free Resource: Download 20 Generative Questions for Your Nonprofit Board at https://bit.ly/4gzrUwV

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.

Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!

You can also follow Jennifer on her LinkedIn:   / jenniferdrago  

Hosted on Acast. See acast.com/privacy for more information.

Key Takeaways:

✅Flip the Agenda: Move strategic discussions to the beginning of the meeting to ensure fresh energy and engagement.

✅Utilize Generative Discussions: Dedicate 15–20 minutes to forward-thinking, open-ended discussions to drive innovation.

✅Leverage Dashboards: Present key metrics in a clear, visual format to streamline data analysis and decision-making.

✅Reduce Reporting Overload: Prioritize decision-making over information sharing by limiting presentation time.

✅Board Meeting Assessments: Regularly evaluate board effectiveness through quick surveys and feedback sessions.

✅Hybrid & Virtual Board Meetings: Establish norms for participation

🎯 FREE Checklist: Spark Generative Discussions with These 20 Questions! – Download now to start implementing generative discussions in your board meetings. https://bit.ly/4gzrUwV

Effective board meetings are the #1 driver of board engagement. When meetings are strategic, well-structured, and participatory, board members feel more invested and motivated to contribute. By implementing these techniques, you can elevate the impact of your board and drive meaningful change in your organization.

Have questions or feedback? Email Jennifer at jennifer@peaktoprofit.com.

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University. You can follow Jennifer on her LinkedIn. 

About the Show:

Senior Living Visionaries is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the senior living industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/p.......

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ks.......

Hosted on Acast. See acast.com/privacy for more information.

Key Topics Covered:

1. Why Annual Board Reorientations Matter:

• Ensures alignment on the organization’s mission, vision, and strategic priorities.
• Reinforces individual and collective board member responsibilities.
• Addresses disengagement, misaligned priorities, and governance gaps.

2. Key Components of a Board Reorientation:

• Roles and Responsibilities: Reminder of the three legal duties (care, loyalty, obedience) and key board responsibilities.
• Governance Policies: Conflict of interest, whistleblower protections, confidentiality agreements, and board code of conduct.
• Strategic Priorities: Updates on progress toward goals and upcoming year’s priorities.
• Financial Oversight: Budget review, fundraising goals, and stewardship expectations.
• Board Effectiveness Assessment: Review of performance survey results and strategies for improvement.

3. Practical Steps to Implement Reorientations:

• Keep the session concise: 30-60 minutes before or during a board meeting.
• Incorporate document reviews (bylaws, committee charters) and annual sign-offs.
• Engage the governance committee in planning and execution.

4. Benefits of Reorientation:

• Maintains focus and engagement of board members.
• Fosters accountability and strengthens team cohesion.
• Ensures clarity, accountability, and alignment for a successful year.

Ready to strengthen your board? ✅Download our free Board Orientation Checklist, "Onboarding for Impact: The Essential Checklist for Nonprofit Board Orientation," at https://bit.ly/4adTGxK.

Have questions or feedback? Email Jennifer at jennifer@peaktoprofit.com.

About the Show:

*Senior Living Visionaries* is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the senior living industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH.

Hosted on Acast. See acast.com/privacy for more information.

[1:30] - The importance of board mentors for new board members

o Helps new members feel comfortable and engaged quickly

o Provides one-on-one support for questions and clarification

[3:15] - Key responsibilities of an effective board mentor:

o Attend orientation with new member

o Check in after first few board meetings

o Meet for lunch/coffee to discuss board dynamics

o Be available to answer questions

[5:45] - Recommended timeline for mentorship: 6-12 months

[7:00] - Best practices for board mentor programs:

o Only assign willing mentors

o Intentionally match mentors and mentees

o Provide clear expectations and structure

o Avoid creating cliques or "meetings outside meetings"

[9:30] - Benefits of strong board mentor programs:

o Transforms onboarding experience

o Drives better board performance

o Fosters culture of inclusion and support

[11:00] - Key takeaways and encouragement to implement board mentors

[12:15] - Closing remarks and information on free board orientation checklist resource

Ready to strengthen your board? ✅Download our free Board Orientation Checklist, "Onboarding for Impact: The Essential Checklist for Nonprofit Board Orientation," at https://bit.ly/4adTGxK.

Have questions or feedback? Email Jennifer at jennifer@peaktoprofit.com.

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. At Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 35+ years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.

Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!

You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/

About the Show:

*Senior Living Visionaries* is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the senior living industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH.

Hosted on Acast. See acast.com/privacy for more information.

Introduction and Why Board Orientation Matters (0:00)

The importance of providing a strong foundation for new board members.

How intentional onboarding fosters alignment and effectiveness.

The Role of the Board Handbook (5:00)

Defined as the "reference guide" or "dictionary" for board members.

Supports board members with clear expectations, key policies, and historical documents.

Essential Components of a Board Handbook (8:30)

Welcome Materials, Organizational Overview, Board Member Responsibilities, Governance Documents, Operational Details, Financial Overview, Evaluation and Training Resources.

Best Practices for Implementation (18:45)

A handbook should be part of a larger orientation process—not a standalone document. Digital and physical options cater to diverse board member preferences.

Annual reviews by the Governance Committee ensure up-to-date content.

Incorporate feedback loops to refine and improve the handbook over time.

Actionable Tips for Getting Started (25:00)

Ready to strengthen your board?

✅Download our free Board Orientation Checklist, "Onboarding for Impact: The Essential Checklist for Nonprofit Board Orientation," at https://bit.ly/4adTGxK.

Have questions or feedback? Email Jennifer at jennifer@peaktoprofit.com.

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.

Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!

You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/

About the Show:

*Senior Living Visionaries* is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the senior living industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH.

Hosted on Acast. See acast.com/privacy for more information.

Key components of effective orientation include sharing the mission, vision, and strategic plans; defining roles and responsibilities; and addressing governance vs. management distinctions. Drago also highlights the importance of understanding financial and legal obligations, fundraising expectations, and building relationships. She suggests ongoing education and engagement through site visits, volunteer opportunities, and social events to maintain board members' involvement and effectiveness.

Ready to strengthen your board? ✅Download the free Board Orientation Checklist, "Onboarding for Impact: The Essential Checklist for Nonprofit Board Orientation," at https://bit.ly/4adTGxK.

Have questions or feedback? Email Jennifer at jennifer@peaktoprofit.com.

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.

Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!

You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/

About the Show:

Senior Living Visionaries is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.

👍Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.

🎤Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH.

Hosted on Acast. See acast.com/privacy for more information.

Cozy Home Community, also known as pocket neighborhoods or cottage communities, feature 12 homes built around a community center. Generally, four of these neighborhoods are combined on one parcel for a total of 48 homes and up to 96 residents. This co-housing model requires seniors to volunteer a certain number of hours per month using their strengths for the benefit of their community and have a true desire to be social and active with their neighbors. Cozy Home Community uses modular-built homes that have consistent quality and can be developed more quickly than traditional construction.

Presbyterian SeniorCare Network and the Slippery Rock University Foundation have joint ventured to create the first Cozy Home Community in Slippery Rock, PA. Jim and Matt discuss the benefits of integrating university resources and creating an intergenerational community. They emphasize the importance of partnerships, zoning considerations, and creative financing in developing such communities.

Matt and Jim offer advice for senior living organizations interested in serving the middle market, stressing the need for collaboration and keeping operating costs low. The episode concludes with optimism for the future of senior living and the potential for expanding the Cozy Home Community model in other locations. This episode highlights a forward-thinking approach to meeting the needs of the aging population through innovative community design and strategic partnerships.

Visit https://www.peaktoprofit.com/blog/pieffer-thornhill for Jim & Matt's bio and contact information as well as a PDF of the Cozy Home concept.

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Connect with Bob:

Email: bobroth@cypresshomecare.com

LinkedIn: linkedin.com/in/bobrothchs

***Want to learn proven strategies to unlock the hidden revenue potential in your senior living organization? Hear the curated advice from industry experts in the free white paper "13 Secrets to Increase Profitability in Senior Living"! Download it now at www.peaktoprofit.com/f/secrets ***

About Our Guest:

Bob Roth is the Managing Partner of Cypress HomeCare Solutions. Bob assisted in creating Cypress HomeCare Solutions with his family in 1994. With nearly 40 years of consumer products, health care and technology experience, Bob has successfully brought the depth and breadth of his experience to the home care trade and in doing so, Cypress HomeCare Solutions has been honored to receive a number of awards over the years, including Bob being chosen as the January 2014 CEO of the Month and was a finalist for the 2015, 2022 and 2023 Phoenix Business Journal’s Healthcare Heroes award.

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH.

Hosted on Acast. See acast.com/privacy for more information.

Jennifer outlines ten key practices for enhancing board engagement, starting with an effective board orientation. This includes providing a comprehensive overview of the organization's history, strategic plan, current financial status, and future vision. She also emphasizes the value of mentoring, where a seasoned board member supports and guides a new board member, ensuring they feel comfortable and well-informed.

***Maximize your board's potential! Grab a copy of Nonprofit Governance Self-Assessment workbook to identify areas where your board excels and where it can improve. ➡️ https://www.peaktoprofit.com/f/board ***

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.

Visit www.seniorlivingvisionaries.com/ or our sponsor, www.peaktoprofit.com, to learn more!

You can also follow Jennifer on her LinkedIn: www.linkedin.com/in/jenniferdrago

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: www.airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH.

Hosted on Acast. See acast.com/privacy for more information.

***Maximize your board's potential! Grab a copy of Nonprofit Governance Self-Assessment workbook to identify areas where your board excels and where it can improve. ➡️ https://www.peaktoprofit.com/f/board ***

About Our Guest:

Amanda Young serves as the Executive Director of The Wesley at Home (soon to be Wesley Secure Care). She is an experienced gerontologist and specializes in launching and operating Continuing Care at Home (CCaH) programs. 

Elizabeth Weglein serves as the CEO of Elizabeth Cooney Personnel Agency and Vice Chair of The Wesley at Home Board of Directors

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH.

Hosted on Acast. See acast.com/privacy for more information.

**Looking for more expert insights? Grab a copy of our valuable resource, "13 Secrets to Increase Senior Living Profitability in 2024," where I've curated expert perspectives from industry leaders featured on the "Senior Living Visionaries" podcast. 👉 https://www.peaktoprofit.com/f/secrets ***

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.  

Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!

You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH

Hosted on Acast. See acast.com/privacy for more information.

Jennifer’s strategy development and governance expertise has helped senior living, healthcare and nonprofit organizations increase profitability and impact. In this episode, Jennifer guides nonprofit organizations to improve governance and enhance strategic effectiveness through term limits and annual board member assessment processes.

Want to see how your board is performing? Take our free Nonprofit Governance Self-Assessment at www.peaktoprofit.com/f/board. You'll get immediate feedback on areas where your board shines and areas that you can improve.

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University. She is a Life Fellow of the American College of Healthcare Executives, a certified Nonprofit Board Consultant (BoardSource), a certified Mastery Method Coach (Institute of Coaching Mastery) and a Lifecycles Capacity Consultant (Nonprofit Lifecycles Institute).

Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!

You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH

Hosted on Acast. See acast.com/privacy for more information.

You can follow Jill on her socials:

https://www.linkedin.com/in/jill-vitale-aussem/ | https://christianlivingcommunities.org/

👉Check out Jill Vitale-Aussem's book, Disrupting the Status Quo of Senior Living: A Mindshift, at https://mindshift.healthpropress.com/#about-the-book 

👉See CLC’s Citizenship philosophy in action: https://www.youtube.com/watch?v=R3uU6tgWoS4

Other books mentioned in this episode:

✅Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life by Ryan Frederick

✅Ageism Unmasked: Exploring Age Bias and How to End It by Tracey Gendron, PhD

About Our Guest:

Jill has over 25 years of experience in senior living and transforming the culture of nursing homes, assisted living communities, and retirement communities. Today, Jill serves as President & CEO of Christian Living Communities (CLC), a Colorado-based not-for-profit serving more than 1,500 older adults and their families through its communities and home care services. CLC’s management and consulting division, Cappella Living Solutions, provides third-party management, consulting and digital marketing services to mission-aligned organizations throughout the country. 

About the Show:

👉Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.

👉Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH

Hosted on Acast. See acast.com/privacy for more information.

Senior Living Visionaries host, Jennifer Drago, discusses the importance of CEO succession planning for nonprofit organizations. She emphasizes the need for nonprofits to have an emergency leadership transition plan in place in case of an abrupt CEO departure. This plan should outline who will take on key responsibilities like financial oversight, communications, and interim management.

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.  

Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!

You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH

Hosted on Acast. See acast.com/privacy for more information.

About Our Host:

Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.

Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University. She is a Life Fellow of the American College of Healthcare Executives, a certified Nonprofit Board Consultant (BoardSource), a certified Mastery Method Coach (Institute of Coaching Mastery) and a Lifecycles Capacity Consultant (Nonprofit Lifecycles Institute).

Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!

You can also follow Jennifer on her LinkedIn

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH

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Find out more about Goodwin Living at: https://goodwinliving.org/

Find out more about StrongerMemory at https://StrongerMemory.org/

You can also follow Rob on LinkedIn: https://www.linkedin.com/in/robliebreich/

About Our Guest:

Rob Liebreich is the President and CEO of Goodwin Living since July 2019. His energy, compassion, and creative drive, support the strategic goals and growth of the Goodwin Living organization.

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH

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As we begin, Lisa guides us through the challenges and opportunities in serving the "forgotten middle" population of seniors who fall between subsidized housing and private options, addressing the dual burden of housing and care costs and exploring innovative solutions to bridge the gap.

Go to https://www.nic.org/ to learn more about analytics and insights that investors and operators need for senior housing and care.

You can also follow Lisa on her LinkedIn at https://www.linkedin.com/in/lisa-mccracken-62ba78a/

About Our Guest:

Lisa oversees NIC’s research and analytics team, which develops actionable, data-driven insights on industry challenges and opportunities and showcases practical examples of how organizations nationwide are embracing opportunities to meet the demands of a changing marketplace. Additionally, Lisa oversees a robust research agenda with nationally recognized partners to help the next generation of senior housing and care leaders address evolving and dramatically different consumer preferences and needs.

Prior to joining NIC, Lisa served as director of senior living research and development with Ziegler, a leading investment bank for senior housing and care, where she oversaw research staff supporting the senior living, senior housing, and related corporate finance healthcare practices. Lisa began her career as a research analyst at Holleran, a healthcare and aging services research and consulting firm, where she was successively promoted to become vice president of research, managing partner and ultimately president between 2009 and 2013.

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.

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Follow Mark Beggs and Edenwald at:

Linkedin | Website | Email

Follow Kent Devereaux and Goucher College at:

Linkedin | Website | Email

About Our Guest:

Mark Beggs is the president and CEO of Edenwald, a Maryland senior living organization. He has over 38 years of experience in senior living and holds a Bachelor of Social Work degree and a Master of Business Administration.

Kent Devereaux joined Goucher College in 2019 as its 12th president. He has a Bachelor of Fine Arts in music composition and a Master of Fine Arts in art and technology.

About the Show:

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Go to https://mcgregorfoundation.org/ to learn more about support programs allowing older adults to age in place.

You can also connect with Ann via email, ann.conn@mcgregoramasa.org or her LinkedIn https://www.linkedin.com/in/ann-conn-261175116/.

About Our Guest:

Ann Conn serves as President and Chief Executive Officer for the McGregor Foundation with more than 25 years of experience working in the Senior Living Industry. She provides leadership to McGregor whose mission is to serve seniors through both direct service provision and philanthropic support. McGregor provides rehabilitation, nursing, housing and hospice services in conventional settings as well as working to keep seniors as independent as possible in the community through its Program for All-inclusive Care for the Elderly.

For the first five years of her career, she worked in public accounting performing audit, tax and business valuation engagements. She joined Asbury Heights, a continuing care retirement community located in Pittsburgh, Pennsylvania. In an effort to relocate to Ohio, she joined a family-owned chain of nursing facilities located in Ohio and Pennsylvania where she worked until joining McGregor in 2006. Ann currently serves on the board of directors for the Leading Age Ohio and Evergreen Cooperative Board.

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.

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Visit https://www.holleranconsult.com/ to learn more about resident and employee engagement and satisfaction studies.

You can reach Michele through her online profile on LinkedIn.  

About Our Guest:

Michele, founder and CEO of two firms: Holleran Consulting and DeArment Consulting, holds a PhD in organization and management from Capella University and an MBA from The Pennsylvania State University. Specializing in resident and employee engagement studies, strategic planning, and leadership development, Michele has led board retreats and strategic planning for aging services organizations nationwide. A frequent columnist for McKnight’s Magazine, she is currently the chair of The Center for Innovation, overseeing The Green House Project and The Pioneer Network. Michele was the first chairperson and co-facilitator of the Larry Minnix LeadingAge Leadership Academy and created The Senior Living Women’s Leadership Retreat.

View her recent article featured in McKnights Senior Living: https://www.mcknightsseniorliving.com...

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.

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Nancy provides insights on expanding home and community-based services (HCBS) for senior living organizations, particularly focusing on revenue opportunities, the importance of internal clients, marketing strategies, readiness assessment, building an HCBS strategy, and the future of HCBS. This episode is for senior living providers and executives interested in HCBS expansion and collaboration opportunities in their local area.

You can reach Nancy at nancykouryking@gmail.com.

You can also follow Nancy on  LinkedIn

About Our Guest:

Dr. Nancy Koury King is a healthcare leader with over 30 years of experience, specializing in home and community-based services. She retired as President of Senior Options, LLC and Westminster-Canterbury at Home, LLC, both under Westminster-Canterbury on Chesapeake Bay. She previously served as Senior VP of Resident Care at Sunrise Senior Living, overseeing quality assurance, regulatory affairs, memory care, and resident care for 300 communities and 30,000 residents in the U.S., Canada, and U.K. She also led Senior Independence, now Ohio Living Home Health and Hospice. 

Nancy holds a bachelor's degree in Individual and Family Studies, a master's in social administration, and a Doctorate in Management. She's a recognized nonprofit scholar, received a Lifetime Achievement Award from LeadingAge Virginia, authored "Fired: How to Manage Your Career in the Age of Job Uncertainty," and operates the Instagram account @levelupcareer.

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-...

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This episode will resonate with senior living executives, financial professionals, and anyone interested in the strategic aspects of senior living organizations, especially those seeking insights into partnerships, joint ventures, and the expansion of mission-based services. Kim offers valuable advice to senior living executives, encouraging them to balance innovation with a commitment to their organization's core values. She highlights the significance of effective communication, objectivity, and adaptability in the ever-evolving senior living industry.

You can connect with Kim on LinkedIn at https://www.linkedin.com/in/kim-hoppe... learn more about Brio Living Services at https://mybrio.org/ 

About Our Guest: 

Kim Hoppe joined Brio Living Services in May 2016, serving as the Vice President of Finance. She was promoted to the Senior Vice President of Corporate & Financial Services position and since 2019 now serves as the Chief Financial Officer. She has a Bachelor of Business Administration in Accounting from Western Michigan University and is a Certified Public Accountant. 

Kim has over 25 years of experience with Senior Living/Non-Profit Auditing & Consulting, Medicare & Medicaid reimbursement team leadership and development, financial operations, project management, strategic planning and business development.

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-...

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This episode will resonate with senior living providers looking for strategies to enhance resident engagement and well-being, seniors seeking ways to maintain and improve cognitive health, philanthropists eager to support brain health initiatives, technology enthusiasts intrigued by cutting-edge assessments like Senso, and wellness and fitness enthusiasts exploring the connection of physical activity and brain health. It offers a comprehensive exploration of the opportunities to promote brain health in senior living communities.

About Our Guest: 

Sue Paul, Senior Director of Well-being and Brain Health at Asbury Communities, is a licensed occupational therapist with over 3 decades of expertise. Her extensive background focuses on working with older adults with orthopedic and neurological conditions, specializing in neurodegenerative diseases including Alzheimer’s and Parkinson’s disease. Sue is a Certified Health Coach and Functional Aging Specialist, as well as a Brain Trainer, Certified through the American Council on Exercise. She was appointed to the Virginia I. Jones Alzheimer’s and Related Disorders Council by Governor Hogan in 2020 and was a long-time ambassador for the Alzheimer’s Association to Maryland’s Congressional 6th District. Sue is the founder and executive director of SeniorScapes, Inc., a non-profit whose mission is to create safe, accessible, dementia-friendly public parks for older adults. 

To see examples of brain health at work go to https://www.asbury.org/.

You can also learn more about the Rosborough Wellness and Center for Brain Health Excellence at https://vimeo.com/690994151. 

You can connect with Sue Paul at: LinkedIn: https://www.linkedin.com/in/sue-paul-64979642/

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This episode is particularly appealing to senior living executives and individuals passionate about philanthropy, as it offers valuable insights into strategic planning for philanthropic endeavors and innovative approaches within the senior care domain.

About the Guests:

JD Schuman, President and CEO of the Asbury Foundation, is an executive-level development professional with over two decades of expertise in the senior living industry. He has extensive, successful, experience managing strategic plans, an innovative major gifts and planned giving program and overseeing capital campaigns, mentoring team members, and annual giving programs. Prior to assuming his current role at Asbury Foundation, he dedicated a decade to the organization, eventually ascending to Vice President of Development. At Asbury, JD was integral to the success of such critical campaigns as the construction of the Richard D. Rife Center at Bethany Village and significant increases in philanthropic support across the Asbury system.

Andrew Jeanneret, the Chief Financial Officer at Asbury, oversees the financial and accounting functions of the Asbury not-for-profit system and its affiliated entities. With over 30 years of experience in finance, Andrew has held senior financial and accounting positions within the healthcare, accounting, pharmaceutical, biotechnology, insurance and technology industries over the course of his career. Andrew joined Asbury from Learn It Systems, LLC, where he served as Chief Financial Officer. He was responsible for all financial functions including general accounting, revenue processing and financial analysis for a rapidly growing behavioral health and education services company.

The Asbury ranks as the nation’s 16th largest not-for-profit senior living organization according to the LeadingAge Ziegler 200. With eight continuing care retirement communities, home care and home health care services, pharmacy and outpatient therapy management services, as well as Asbury Foundation, and ThriveWell Tech. Committed to its not-for-profit mission of service, Asbury strives to provide a home and care to all residents, even those who have outlived their financial resources. Each community also endeavors to provide additional programs and services without placing an undue burden on residents. Fulfilling these aspirations, the Asbury Foundation stands as a dependable pillar of support for each community.

Go to https://www.asbury.org/ or www.theasburyfoundation.org to learn more.

You can contact JD on LinkedIn or at his email: jshuman@asbury.org.

You can contact Andrew on email at: ajeanneret@asbury.org.

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Mary's advice appeals to senior living executives, board members, and professionals in healthcare, finance, and technology sectors, offering valuable perspectives on innovation and growth, recognition of warning signs, and financial strategies for sustainability.

About the Guest:

Mary Muñoz joined the senior living team at Ziegler in 1999. She manages the western region of Ziegler’s senior living practice.

Mary works with a broad variety of senior living communities and multi-facility systems in strategic planning for growth, as well as creative financing strategies. She has extensive experience with start-up CCRC projects, campus expansions and redevelopments, and refinancing. She also specializes in financing senior living mergers and acquisitions, and in strategic and capital planning consulting services. Mary’s senior living bond transactions since joining Ziegler total over $8.5 billion plus in par amount.

Prior to joining Ziegler, Mary spent 12 years in a variety of healthcare lending and corporate finance roles. Immediately prior to joining Ziegler, she was a managing director in KPMG’s Health Ventures practice. She worked with clients on strategic capital planning, private equity financing, and business plan development. While at KPMG, she structured and executed over $500 million of senior and subordinated debt offerings for healthcare clients. Prior to joining KPMG, Mary managed the national healthcare finance groups at Wells Fargo Bank and The Bank of Nova Scotia, raising over $5 billion to fund healthcare provider mergers and acquisitions and leveraged recapitalizations.

Mary is a frequent speaker at state and national conferences on a wide variety of senior living topics, and has published numerous articles on senior living finance and credit topics. She received a B.A. and a M.B.A. from Emory University, Atlanta, Georgia. Mary also holds Series 7, 66, 53 and 24 licenses.

Go to https://www.ziegler.com/mary-mu%C3%B1oz/ to learn more about Mary Munoz and www.ziegler.com to learn about Ziegler.

You can also follow Mary on LinkedIn.

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Michael also emphasizes personalized follow-up strategies, team selling, and involving adult children in the decision-making process.

Entrepreneurs and professionals in the senior living industry will find valuable insights on effective sales approaches and creating personalized customer experiences. Michael challenges conventional sales methods by advocating for a "one-size-fits-one" strategy, providing viewers with valuable tactics to enhance sales and customer engagement in senior living.

About Our Guest:

Michael Marlow has an impressive 28-year track record in the Senior Living industry. He started his career with Hillhaven and has held senior sales management and training roles with Brookdale Senior Living, Atria Senior Living, and LCS. These roles have ranged from Regional Sales Director to National Vice President of Sales. He currently serves as the Vice President of Sales Education at Watercrest Senior Living Group. Michael also serves as the President of The Marlow Group, Inc., a sales training and consulting company.

As a nationally published author and frequent national and international lecturer, Michael has delivered over two hundred presentations to diverse senior living groups, including Leading Age, state Argentum affiliates, and various healthcare conferences. He is also the author of an Argentum Best of the Best award sales training program in 2014. Michael is a proud graduate of the University of Kentucky and resides in Louisville, KY.

Watercrest Senior Living Group is a senior living provider, based in Vero Beach, Florida, dedicated to honoring mothers and fathers. They believe that each resident, prospective resident and family member is unique and they are dedicated to providing meaningful, memorable and unique experiences to each. Their focus is to begin that experience well before they choose to live at a Watercrest community to assist them in making an informed decision.

Contact Michael at:  mwmarlow43@gmail.com or on Linked In.

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Ensuring Viability and Sustainability 

Sheri talks about the importance of continuously assessing the viability of service lines in nonprofit organizations. She is all about balancing mission protection with the necessity of making an acceptable margin that not only covers expenses, but also allows Eskaton to invest in capital replacements, and prepare for future challenges.

Transparency and Strategic Plan 

It is important for Sheri to have the right people around the table to foster natural conversations and address all aspects of the situation, ensuring regular and candid discussions within the organization. She also talked about discipline used at Eskaton, a nonprofit based in Northern California, to continually assess the organization’s performance through dashboards and to cultivate hard discussions when performance is not meeting expectations.

Eskaton's Strategic Plan 

Sheri reports that Eskaton has a two-year strategic planning cycle, but that they update and tweak the organization's strategic plan annually. Sheri emphasizes the need to quickly adapt to technological changes, business processes, and market expectations. The annual updates ensure that Eskaton stays ahead of shifting dynamics and market demands while remaining proactive in supporting and strengthening other regional providers.

Leveraging Partnerships for Growth 

The strategic planning process generates meaningful conversations at the leadership and board levels. One of the processes that Eskaton uses to evaluate each service or business line annually is a lifecycles analysis. Using this approach, Sheri explains that Eskaton has successfully reinvested and regenerated its business plan on services that are beginning to move toward decline in order to be able to return these services to a growth mode or mature phase.

Home and Community-Based Services 

Nine out of ten people want to age in their homes. There are some progressive models in senior living that will help them to do that like life care at home plans, which are found predominantly in the East.

Continuing Care at Home 

Innovative care models and programs like Kendal at Home and other Continuing Care at Home (CCAH) programs have been developed to address the evolving needs of various generations. Sheri expresses eagerness to bring CCAH programs to Northern California, stating that the first CCAH pilot will be in the Los Angeles area. Host Jennifer Drago shared that she launched and operated a CCAH program in Arizona and currently is consulting with senior living providers on new CCAH development.

About Our Guest:

Sheri Peifer became Eskaton's President in September 2022. Her career spans over 25 years in the field of aging services in operations, strategy, innovation and growth.

Peifer serves as Board Chair on the LeadingAge California Association serving over 600 members. Investing in the development of next generation leaders is a passion and she serves on the Advisory Board of the Gerontology department at California State University, Sacramento.

Connect with Sheri at www.linkedin.com/in/sheripeifer.

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Dana has a unique understanding of operational and financial challenges in senior living, along with extensive expertise in senior living development. Her discussion of current trends related to right-sizing healthcare beds on a senior living campus was particularly thought-provoking. If you are considering any kind of construction project on your senior living campus, this episode is for you.

Plante Moran Living Forward has the privilege of serving senior living communities across the nation as a trusted development advisor and owner’s representative. We bring strategic planning, predevelopment planning, site selection, and construction monitoring services under a single point of contact to address clients’ evolving real estate and construction needs.

Plante Moran Living Forward offers a proven process that has been fine-tuned over billions of dollars in development — and a culture centered around a spirit of integrity and collaboration. Clients can trust our experts to guide them in making the right strategic, financial, and mission-driven decisions for their project, from concept to completion.

As partner and practice leader for Plante Moran Living Forward, Dana Wollschlager brings nearly 30 years of experience in the senior living and care industry. She has overseen the development of more than $500 million in new construction, including 1,400 units of senior housing and skilled nursing within the last five years.

Dana’s expertise covers a wide area of disciplines ranging from design and construction oversight, financing, and regulatory compliance to on-site operations and management. Her development projects comprise a variety of senior living communities in urban and rural settings, including greenfield new construction, significant campus expansions, and remodeling projects.

Dana’s experience also includes LEED-certified design and construction, congregational senior housing, hospital campus senior housing, nursing home campus repositioning, collegiate senior housing, and complex remodeling projects. She has written and secured federal grant approvals to upgrade, substantially rehabilitate, and convert older HUD-202 properties from independent living to assisted living communities.

Follow Plante Moran Living Forward on LinkedIn, Facebook, Twitter and Instagram.

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In addition, they discuss Community Needs Assessments and how senior living providers can use this research project to drive partnerships, strategy and service planning that amplify the provider’s mission outside the walls of the senior living community.

Executives will enjoy hearing the recent trends shown in Holleran’s research of employees and residents of senior living providers. As discussed during this episode, having this research knowledge can help providers tailor efforts to improve employee retention and resident satisfaction, thereby saving time and money.

Holleran is the nation’s leading provider of actionable engagement & satisfaction surveys for those who serve older adults.

For more than 30 years, Holleran has specialized in researching and consulting with senior living providers, retirement communities, and healthcare and public health systems to develop business strategies that match their mission, vision and values.

Utilizing both public and proprietary data, alongside our extensive survey benchmarks, leaders gain a clear vision of the strengths and opportunities within their business.

Christine Walley is an experienced healthcare marketing professional and has created and implemented successful marketing and sales initiatives throughout the healthcare continuum.

Chris has a real passion for her work, advocating especially for seniors to make sure they have options to age in place with respect and dignity. With strong skills in strategic development, team building and customer service, Chris approaches her work with a keen eye for all operational aspects of her community, plan, or program.

Chris joined Holleran Consulting in May 2021 as President and brings her extensive experience in healthcare marketing, sales, communications, and operations. Responsible for the operations, sales, and marketing of Holleran, Chris is focused on building strong relationships with clients assuring that Holleran is always providing relevant tools to achieve their survey goas.

Prior to joining Holleran, Chris was a Sales and Marketing Consultant for Tandem Senior Living Advisors, parent company of Holleran, and created sales and marketing strategies that lead to significant increases in sales and move-ins. Understanding what motivates prospective residents to move and how to untangle their concerns contributed to her ability to identify and meet the needs of life plan community prospective residents thru effective marketing messaging and sales techniques.

Connect with Chris on LinkedIn.

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Leaders in any industry will be intrigued by Denise’s takeaways on the importance of focusing on your organizational culture and how culture drives your organization’s performance on key metrics including employee engagement, client satisfaction, safety, productivity, and profitability.

Drive helps senior living and healthcare organizations improve recruitment and retention through organizational culture. Drive will help you improve recruitment, staff retention, and employee engagement with a rock-solid company culture that staff love!

A toxic work culture rots organizations from the inside out… Every year, countless organizations lose millions of dollars due to bad culture. But it gets worse: poor culture also repels top-tier talent, kills workplace productivity and taints customer experience.

Our services: • Create a better work culture through our Culture Assessment. It takes a data-driven, strategic approach to transforming your culture into one that attracts happy, productive staff. And keeps them there. • Develop fundamental leadership skills that keep your staff engaged and you at your best as a leader through on-demand courses, Executive Coaching and Emotional Intelligence Coaching. • Inspire through presentations, speeches and keynotes at your meeting or conference that influence, motivate and connect deeply with your audience.

Denise Boudreau, MHA, LNHA, is President of Drive, which helps healthcare and senior living organizations measure and improve their culture, resulting in improved recruitment and retention.

A former nursing home and assisted living administrator, she is a serial volunteer serving on numerous state and national boards. Denise received her Bachelor of Science in Gerontology from the University of Scranton and her Master in Health Administration from Cornell University where she currently works as a student mentor.

She is proud to share that she started off her career as a dietary aide and nursing assistant.

Follow Drive on LinkedIn and Facebook.

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Senior living providers will be interested to hear Jon’s expertise on how these middle market projects can be financed and what the capital stack can look like on these projects. Jon shares how CCRC providers can add middle-market projects to their portfolio without diluting their premiere brand and also discusses alternative strategies that can be considered at this time such as land banking and acquisitions.

Jon offers a white paper on successful tenets of middle market development that can be accessed by subscribing to the Senior Living Visionaries podcast at www.seniorlivingvisionaries.com.

As a full service organization, Senior Housing Partners is a nationally recognized leader in turn-key senior housing development. From strategic planning and product positioning to site selection, zoning and regulatory compliance, we work through all the details.

SHP serves as the development arm of Presbyterian Homes & Services, and as development consultant to other not-for-profit sponsors of senior housing, assisted living, and nursing care centers. PHS is the fourth largest non-profit provider of senior services in the country.

Jon Fletcher joined PHS in 2018 after serving on its Board of Directors for 2 years.

Jon has $2 billion of project development and financing experience, with specific expertise in multi-unit housing, mixed-use, and suburban/urban development. Jon is a frequent speaker on the topic of multifamily, senior housing, multi-site, brownfield, and middle-market real estate development.

Jon is also an 8-year Army veteran (Operation Iraqi Freedom), a “40 under Forty” winner from the Minneapolis Business Journal, and has previously served on the Board of Trustee’s of Presbyterian Homes & Services, Crown College, The Bridge for Youth, Heritage Academy of Science and Technology, and the Urban Land Institute-Minnesota’s Young Leaders Group.

Jon has a BA in Music Performance from Crown College, an MBA in Finance from University of Wisconsin-Whitewater, and has completed Executive Education coursework at MIT.

Follow Presbyterian Homes & Services on LinkedIn, Facebook, Twitter and Instagram.

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They also discuss current trends and metrics that executives should monitor to remain financially strong and why occupancy isn’t always the most important metric for an organization.

As senior living providers, you won’t want to miss Larry’s wisdom as he shares why he is often called in as a financial consultant and the key things he evaluates. Larry also shares his advice for current leaders to strengthen their financial resiliency and sustainability.

Larry Bradshaw brings more than 40 years of experience in the not-for-profit senior living industry. Beginning in 1982 he was the Chief Financial Officer for Presbyterian Manors of Mid-America in Newton, Kansas.

From 1987-2006, he was Chief Financial Officer and Executive Vice President for Strategic Growth with Asbury Communities, a not-for-profit, multi-site, senior living organization. In 2006, Larry took on the role of President for Asbury’s for-profit company, The Asbury Group, offering consulting services to other Continuing Care Retirement Communities (CCRCs).

Mr. Bradshaw formed the Bradshaw Insights Group in 2008, providing consulting services to CCRCs in strategic planning, board development, financial analysis, and capital structure development.

Mr. Bradshaw joined National Lutheran Communities & Services (NLCS) as the President & CEO in October 2009 and retired in 2021. During his tenure at NLCS, Mr. Bradshaw’s focus was to strategically grow and further the organization’s 130-year mission and ministry of providing lifestyle, residential and health care options for seniors.

Under his leadership, NLCS became a multi-site organization from a single site campus and offered a wide range of services including home health, home care and community clinics.

Connect with Larry on LinkedIn.

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CCAH programs — which allow members to remain in their home, safely and independently while they age — give senior living providers an opportunity to serve more clients with their mission. These programs complement existing continuing care retirement communities, instead of compete with them.

Senior living providers, as well as advisors and vendors working with these providers, will gain information on current trends in benefits and costs among continuing care retirement communities. Brad discusses how utilization is shifting and how inflation has impacted these communities and their residents. Brad and Jennifer also discuss how CCAH programs work and why providers should take a good look at these models today!

Continuing Care Actuaries (formally CCRC Actuaries) was founded in 2000 by Dave Bond and Brad Paulis. Prior to forming Continuing Care Actuaries, they directed the National Long-Term Care practice at E&Y. The staff brings a unique blend of experience having worked at a Big 5 accounting firm, insurance companies and a CCRC developer.

Their firm specializes in services to the senior living industry. In addition to their work with Life Plan Communities, or CCRCs, they have been active in supporting the development of the Continuing Care at Home product. They have performed analyses for over 500 CCRCs and at home programs. Their current staff has 13 employees, 4 of which are credentialed by the Society of Actuaries, and the American Academy of Actuaries.

Brad Paulis has spent over thirty years defining, evaluating, and communicating financial and operational risks for his clients. He is an innovative professional who can plan and deliver effective strategies and bring key stakeholders together in a rapidly evolving environment.

He manages the day-to-day operations of Continuing Care Actuaries, growing the firm to be an industry leader in providing our proprietary software and consulting services to Life Plan Communities and at Home Programs.

Brad frequently volunteers with the Society of Actuaries (SOA) and American Academy of Actuaries (AAA), including serving on the SOA Climate and Environmental Sustainability Research Committee and several AAA committees including Health Solvency, Long-Term Care Reform, and Public Programs – Medicare.

Connect with Brad on LinkedIn.

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Leaders of senior living communities and anyone in the senior services industry would benefit from listening to this episode to understand the current mindset of seniors as well as effective sales strategies to use amid current market conditions of high inflation, cooling real estate prices and a looming recession.

At Solutions Advisors, we create and execute plans for operations, sales and marketing that empower senior living communities to realize their potential.

We provide Sales Consulting, Strategic Marketing, Creative Solutions and Digital Marketing. Whether you’re looking to increase occupancy, expand services or simply re-engage your sales team, we start with a thorough analysis of your market position and then formulate a strategic marketing plan with measurable goals. And we measure results continuously to ensure wise expenditure of your marketing dollars.

Mike Brindley brings more than 27 years’ experience in operations, sales and marketing, and community development. His ability to manage properties from a regional level in both sales and operations offers clients a holistic and comprehensive perspective.

During his tenure at Solutions Advisors, Mike has improved occupancy at both CCRC’s and rental retirement communities. His approach is successful because he works collaboratively with the sales team to be more strategic in the sales process.

Prior to his time with Solutions Advisors, Mike served in numerous Regional Operations and Sales roles with two of the largest for-profit senior housing companies – Sunrise and Holiday.

Connect with Mike on LinkedIn.

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In addition to learning about promising new technologies in senior living, Dr. Alwan provided guidance and resources on how best to evaluate and select technologies that will meet organizational objectives while having a return on investment.

Senior living leaders who are leading their organization’s digital health transformation journey will benefit from Dr. Alwan’s answers to questions about:

1. where to start when there are so many technology tools and options,
2. what to do BEFORE you implement technology that you hope will streamline processes,
3. how to integrate technology plans with the organization’s strategic plan and
4. how to structure a selection process to ensure the best technology choices for the organization.

Alwan Advisory Services provides consulting to a wide range of providers, technology companies, including start-ups, investors, and policy makers on issues related to technology and business innovation in the aging services sector.

Majd Alwan, Ph.D., is an independent digital health, health IT, and strategy expert and a noted authority on aging-services technologies.

In his previous role at LeadingAge CAST, Dr. Alwan was responsible for creating and leading a network of technology companies, providers and research institutions focused on technology solutions for an aging society.

The network advanced the interests of older consumers, caregivers and providers and fostered opportunities for collaboration between provider organizations, technology companies, and research institutions in exploring product development, testing prototypes, evaluating technology and deploying technology-enabled care models.

Prior to joining CAST, Majd served as an Assistant Professor and the Director of the Robotics and Eldercare Technologies Program at the University of Virginia’s Medical Automation Research Center. His research interests there included passive functional and health assessment, biomedical instrumentation, medical automation, as well as eldercare and assistive technologies.

Connect with Majd on LinkedIn, Facebook and Twitter.

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