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LeadingAge Massachusetts and Ziegler Present…
THE SEVENTH ANNUAL SENIOR LIVING SYMPOSIUM
YOU’RE INVITED!
MARCH 12, 2015
CROWNE PLAZA
NATICK, MASSACHUSETTS
ABOUT THE EVENT
LeadingAge Massachusetts and Ziegler are pleased to announce the Seventh Annual
Senior Living Symposium to be held on Thursday, March 12 at the Crowne Plaza in
Natick, Massachusetts. The 2015 Senior Living Symposium remains a one-day event
designed to provide attendees with an update on current trends in senior living, ranging
from finance to operations to legal considerations and other relevant topics. The Senior
Living Symposium also provides attendees ample opportunity to mingle with
colleagues and industry professionals. The topics are intended for CEOs, CFOs, board
members and other key personnel.
ABOUT THE LOCATION
Completely renovated, the Crowne Plaza Boston-Natick is situated 25 minutes from
downtown Boston and Logan Airport in the corporate and retail hub of MetroWest
Boston in Natick.
©2015 B.C. Ziegler and Company | Member SIPC & FINRA
For additional information, contact:
SUE POULIOT
617 244 2999
spouliot@leadingagema.org
MARCH 12, 2015
2015 MASSACHUSETTS SENIOR LIVING SYMPOSIUM
CROWNE PLAZA | NATICK, MASSACHUSETTS
PROGRAM DETAILS
Logistics
Thursday, March 12, 2015
Registration starts at 8:00 a.m.
Program runs from 8:30 a.m. – 4:30 p.m.
Location
Crowne Plaza
1360 Worcester Street, Natick, MA 01760
Space Limitations
Due to the unique nature of this workshop, we can accept a limited number of registrants. The small size of the group will allow
for a greater level of discussion among the participants and provide the maximum benefit for all attendees. Therefore, don’t
delay in registering; we anticipate these openings will fill quickly.
Cost
Trustees or Board Members of LeadingAge MA Member Organizations:
1-2 Individuals from LeadingAge MA Member:
3 or more Individuals from a LeadingAge MA Member:
Non-LeadingAge MA Member Rate:
$65 per person
$99 per person
$75 per person
$150 per person
CEUs
Six CEUs will be offered for the following area:
– Nursing Home Administrators (NHAs) with deemed status provider #NH-09015-006
Six CEUs will be offered for the following area:
– Certified Public Accountants (CPAs) as B.C. Ziegler and Company is registered with the National Association of State Board
of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
Please see the conference agenda for more details.
Registration
On-line registration is the preferred method. Visit LeadingAgeMA.org to register on-line.
Mail or fax the accompanying registration form to LeadingAge MA.
LeadingAge Massachusetts
246 Walnut Street, Suite 203
Newton, MA 02460
Fax Number: 617-244-2995
Driving Directions
For detailed driving directions, please visit www.LeadingAgeMA.org under the Senior Living Symposium link.
Reception
Following the Symposium, all attendees are invited to a wine & cheese gathering sponsored by Ziegler.
Questions or Need More Information?
Please contact Sue Pouliot with any questions at 617-244-2999 or via email at SPouliot@LeadingAgeMA.org.
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MARCH 12, 2015
2015 MASSACHUSETTS SENIOR LIVING SYMPOSIUM
CROWNE PLAZA | NATICK, MASSACHUSETTS
AGENDA
THURSDAY, MARCH 12
8:30 - 8:45 am
Welcome | Opening Remarks
Speakers: Elissa Sherman (LeadingAge Massachusetts) and Keith Robertson (Ziegler)
8:45 - 10:15 am
The State of Senior Living & Senior Living Capital Markets
Speakers: Dan Hermann, Lisa McCracken and Keith Robertson (Ziegler)
Description: This opening session will set the stage for the workshop’s agenda, providing an overview of key trends
in the senior living sector within a framework of the national economy and capital markets.
Session Objectives:
Objective 1: To learn about the key operating and financing trends in the not-for-profit senior living sector
Objective 2: To highlight the sector’s recovery post-downturn and the “new normal” backdrop
Objective 3: To understand how national and regional trends are impacting Massachusetts providers and how they
can plan accordingly.
10: 15 - 10:30 am
10:30 - 11:45 am
Break
Facing the Challenges of our Aging Population: Strategies for the Next Four Years
Speakers: Majority Leader Harriette Chandler (Massachusetts State Senate), Michael Festa (AARP Massachusetts),
Len Fishman (UMass Gerontology Institute), David Seltz (Health Policy Commission), Kenneth Smith (Office of Long Term
Services and Supports, Executive Office of Elder Affairs and MassHealth, EOHHS)
Moderator: Elissa Sherman (LeadingAge Massachusetts)
Description: With an increasing percentage of our population over age 65 and in need of long term services and
supports, what are the most critical policies that the Commonwealth needs to adopt in the next four years in order
to be prepared to meet the needs of this growing population? This session will include a panel discussion with
representatives from the state legislature, the new Baker Administration and other leaders in the field of aging policy,
discussing their perspectives on the policy priorities that the Commonwealth will need to tackle in the next four
years.
Session Objectives:
Objective 1: To understand the most significant challenges facing the Commonwealth of Massachusetts related to
the aging of our population.
Objective 2: To identify recommended policy priorities of top leaders in aging policy .
Objective 3: To consider the barriers that need to be overcome in order to successfully achieve these priorities.
11:45 am - 12:45 pm Lunch
12:45 - 1:45 pm
Breakout Sessions
Senior Living Financing Options
Speakers: Kristen Richardson (Putnam), Timothy Wade (M&T Bank), Chad Himel (Ziegler)
Moderator: Keith Robertson (Ziegler)
Description: This is a popular, recurring session for the symposium each year as it provides important updates for
senior living organizations who are seeking capital or looking to refinance existing debt. What are the current trends
in bank lending as well as the fixed-rate bond market? What advice do lenders have for providers who are seeking
capital? These questions and more will be answered by the finance professionals participating in the session.
Session Objectives:
Objective 1: Discuss recent trends in senior living financing and what providers need to know if seeking capital.
Objective 2: Understand what steps provider organizations need to take to successfully prepare for capital projects
and be a strong candidate for financing.
Objective 3: Hear how lenders perceive the sector and understand their evaluation process for providing funds to
senior living organizations.
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MARCH 12, 2015
2015 MASSACHUSETTS SENIOR LIVING SYMPOSIUM
CROWNE PLAZA | NATICK, MASSACHUSETTS
AGENDA (CONT’D)
12:45 - 1:45 pm
Breakout Sessions (Cont’d)
Advocacy as a Discipline: Best Practices in Stakeholder Engagement.
Speakers: Former State Representative Steven Walsh (Mass Council of Community Hospitals), Paul Donovan (Kearney, Donovan
and McGee), Naomi Prendergast (D'Youville Life and Wellness Community)
Description: Advocacy is a key foundation to the continued success of the not-for-profit sector. Knowing how to
advocate successfully for those you serve and how to engage stakeholders is significant. This session will provide
several perspectives on the importance of and how to be an effective advocate, and will highlight best practices
among Massachusetts senior living provider organizations
Session Objectives:
Objective 1: To understand why advocacy is a critical role for all nonprofit organizations.
Objective 2: To learn what is most effective in communicating with your elected representatives.
Objective 3: To develop concrete tools to implement a culture of advocacy within your organization.
1:45 - 2:00 pm
Break
2:00 - 3:00 pm
Breakout Sessions
Joint Ventures, Affiliations & Partnerships
Speakers: Lisa McCracken (Ziegler) Amy Schectman (Jewish Community Housing for the Elderly),
Christopher Sintros (New England Deaconess Association), David Volovick (Leland Home)
Description: Many sectors in healthcare and the business economy are experiencing notable trends in joint
ventures, formal partnerships and the consolidation of services. This session will provide attendees with an overview
of the types of partnerships and joint ventures being executed in senior living and where Massachusetts providers
can consider opportunities as they look to grow, diversify and partner with others.
Session Objectives:
Objective 1: To learn about the key trends in the sector regarding joint ventures, partnerships and affiliations.
Objective 2: To hear from a provider who has specifically engaged in a partnerships with an organization to provide
home-based programs and services.
Objective 3: To hear a case study of a single-site organization who elected to affiliate with another not-for-profit
provider to advance its mission.
The End of Advertising. The Advent of Engagement
Speaker: Todd Harff, Erin Read (Creating Results
Description: The old way of advertising was disruption and push marketing. The new way is permission and pull
marketing. It’s the end of advertising and the beginning of engagement. This presentation explores major trends in
marketing and shows how senior living organizations can/must transform their mindsets, methods and who in the
organization is “responsible” for marketing.
Session Objectives:
Objective 1: To understand the major trends in advertising and how they are changing the marketing landscape for
senior living organizations.
Objective 2: To learn how to improve the ROI of marketing efforts by communicating with prospects in a way that
they value.
Objective 3: To discover what engagement is and the benefits enjoyed by organizations that are engaged with their
prospects at every level of the organization.
3:00 - 3:15 pm
Break
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MARCH 12, 2015
2015 MASSACHUSETTS SENIOR LIVING SYMPOSIUM
CROWNE PLAZA | NATICK, MASSACHUSETTS
AGENDA (CONT’D)
3:15 -4:15 pm
(Re)Engage Your Board
Speaker: Melissa Radford (LeadingAge)
Description: Exceptional governance is intentional. By focusing on practical tools and structures you can better
engage your boards’ time, talent and treasure. Understanding Governance as Leadership© will also lead you to
concentrate on the right questions, challenges and opportunities facing your board
Session Objectives:
Objective 1: To understand the three modes of governance and how to apply them to your work to raise the level of
conversation with your board.
Objective 2: To learn facilitation methods and agenda practices to increase board engagement.
Objective 3: To explore why intentionally focusing on governance now is more important than ever.
4:15 pm
Wrap-up | Closing
Speakers: Keith Robertson (Ziegler), Elissa Sherman (LeadingAge Massachusetts)
Following the Symposium, all attendees are invited to a wine & cheese gathering
sponsored by Ziegler.
Total CEUs for Nursing Home Administrators: 6.0
Up to six (6) CEUs will be offered for the following area:
Nursing Home Administrators (NHA) will receive 6 CEUs under LeadingAge Massachusetts Deemed Status Provider
#NH-09015-006.
Total CPEs: 6.0
Up to six (6) CPEs will be offered for the following area:
Certified Public Accountants (CPAs) as B.C. Ziegler and Company is registered with the National Association of State
Board of Accountancy (NASBA) as a sponsors of continuing professional education on the National Registry of CPE
Sponsors.
Contact your individual state boards of accountancy for information on whether this program will qualify for CPEs in your state.
B.C. Ziegler and Company is registered with the National
Association of State Boards of Accountancy (NASBA) as a sponsor
of continuing professional education on the National Registry of
CPE Sponsors. State boards of accountancy have final authority
on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to
the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.
Attendees are eligible to receive up to 6.0 credits for attendance
at the 2015 Ziegler LeadingAge Massachusetts Senior Living
Symposium. No prerequisites or advance preparation are required
for this group-live educational conference. Program level is basic.
For more information regarding administrative policies such as
complaint and refund, please contact our offices at 312 705 7262.
Fees for this workshop are detailed on the registration form.
©2015 B.C. Ziegler and Company | Member SIPC & FINRA
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MARCH 12, 2015
2015 MASSACHUSETTS SENIOR LIVING SYMPOSIUM
CROWNE PLAZA | NATICK, MASSACHUSETTS
REGISTRATION FORM
On-line registration is the preferred method. Visit LeadingAgeMA.org to register on-line.
Mail or fax the accompanying registration form to LeadingAge MA.
LeadingAge Massachusetts
246 Walnut Street, Suite 203
Newton, MA 02460
Fax Number: 617-244-2995
Please duplicate form for each person attending.
Name: _____________________________________
Title: ___________________________________
Organization: __________________________________________________________________________
Email Address: _________________________________________________________________________
Phone Number: ________________________________________________________________________
Breakout Session Choices
12:45 p.m. – 1:45 p.m.
 Senior Living Financing Options
 Advocacy as a Discipline: Best Practices in Stakeholder Engagement
2:00 p.m. – 3:00 p.m.
 Joint Ventures, Affiliations & Partnerships
 The End of Advertising. The Advent of Engagement
Payment
TOTAL PAYMENT INCLUDED:
$____________________
 Pay by Check – Please make checks payable in full and mail to:
LeadingAge Massachusetts, 246 Walnut Street, Suite 203, Newton, MA 02460
 Pay by Credit Card (MasterCard or Visa ONLY)
Credit Card Number: ________________________________ Exp Date:___________________
Billing Address:
_____________________________________________________________
________________________________ 3-Digit CSC #: _______________
An email confirmation and reminder will be sent to participants.
LeadingAge Massachusetts Fax Number: 617-244-2995
Please contact Sue Pouliot with any questions at:
Office: 617-244-2999
E-Mail: SPouliot@LeadingAgeMA.org
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