Details
 

November 2, 2022
9:00AM - 3:30PM

A Focus on Finance:

Strategic Positioning & Foresight

Quest Conference Center, 9200 Worthington Road, Westerville, OH 43082

A Focus on Finance:
Strategic Positioning & Foresight


 

Join national experts and your Ohio colleagues for a day of financial strategy. Whether you are rethinking nursing facility beds or considering partnership for home and community-based services, this workshop will prepare you with the latest trends and big ideas and help you make the most of uncertain times. Participants will leave with tangible strategies they can employ to position their organizations for success.

 

November 2 Agenda

8:30 - 9:00 a.m.  Registration/Continental Breakfast
   
9:00 - 9:15 a.m. 

Welcome/Opening

Susan Wallace, LeadingAge Ohio

LeadingAge Ohio will welcome attendees to the CFO Workshop and will set the stage for the day.

   
9:15 - 10:00 a.m.

State of Senior Living

Tom Meyers, Sr. Managing Director; Lisa McCracken, Director, Sr. Living Research, Ziegler

This opening session will provide attendees with an overview of the latest trends, research and provider best practices from the field of senior living and care. Presenters from Ziegler will share industry-specific information along with national, regional and state examples for topics such as demographic trends, workforce and expense pressures, growth, joint ventures and partnerships, industry consolidation, home-based services and technology to name a few. Data from this session will also provide a framework for a deeper dive into a number of these key issues throughout the day.

   
10:00 - 11:00 a.m. Revenue Diversification

John Renner, Chief Finance & Administrative Officer, United Church Homes; Brian Krause, Chief Financial Officer, Community First Solutions

Nearly all providers are looking to diversify income streams and explore meaningful alternatives to supplement community and facility-based service lines. This session will feature providers who have successfully ventured into multiple service lines and innovative growth ventures.

   
11:00 - 11:15 a.m.

Break

   
11:15 a.m. - 12:15 p.m. Three Big Ideas in Senior Living Finance 2022

Tom Meyers, Sr. Managing Director, Ziegler; Ann O'Malley, Chief Financial Officer, Kendal at Oberlin

Coming off of two years of historically-low borrowing rates, the sector has undergone greater disruption in 2022. This session will delve into financing strategies for the near-term and how organizations can prepare for capital needs throughout 2022 and into 2023.

   
12:15 - 1:00 p.m. Networking Lunch
   
1:00 - 2:00 p.m. Positioning for Sustainability in Skilled Nursing

Bob Stillman, Chief Financial Officer, Ohio Living; Deb Emerson, Principal, CliftonLarsonAllen; Lisa McCracken, Director, Sr. Living Research, Ziegler

The skilled nursing environment is arguably the most pressured service line today. Shifts in the post-acute space have been underway for some time, but were accelerated and deepened during the pandemic. Many providers are re-examining their commitment to the skilled nursing offerings and working hard to develop strategies to counter current pressures. This session will highlight some of these strategies and provide peer examples of how to navigate this environment.

   
2:00 - 2:15 p.m. Break
   
2:15 - 3:15 p.m. Pivoting Towards Community-Based Solutions

Ann Conn, CEO, McGregor Foundation; Anthony Evans, President, Purehealth; Lynne Giacobbe, CEO, Kendal at Home

As senior living looks to revenue diversification, home-and-community-based services are a clear opportunity. Learn how three organizations have created community-based service lines to expand their mission, with an eye to sustainability.

   
3:15 - 3:30 p.m.

Reflection/Next Steps/Wrap Up

 

Program Information

Intended Audience:
CEOs, CFOs, Administrators, Senior VPs

Location:
Quest Conference Center
9200 Worthington Road
Westerville, OH 43082

Date: 

November 2, 2022

Time:

9:00 a.m. - 3:30 p.m.

Cost: 

Member: $150 per person
Non-Member: $300 per person

Fee includes all workshop materials, light continental breakfast, lunch, and continuing education hours.

Lodging Options:

Ask for the "Quest Conference Center Discount" when reserving your room at any of these nearby hotels.

Fairfield Inn & Suites Polaris
9000 Worthington Road
Westerville, OH 43082
(614) 568-0770

Four Points Polaris
8505 Pulsar Place
Columbus, OH 43240
(614) 844-5888

Hampton Inn & Suites Polaris
8411 Pulsar Place
Columbus, OH 43240
(614) 885-8400

 

 

Continuing Education


5.25 clock hours will be awarded upon successful completion.

6.3 CPE hours will be awarded upon successful completion.

Criteria for successful completion: Attendance at entire event.

LeadingAge Ohio is an approved provider by the Board of Executives of Long Term Services and Supports. Core of knowledge subject area(s): Operations; Leadership and Strategy.

As stated in the Ohio Administrative Code Rule 4723-14-05, education that has been approved by a board or an agency that regulates a health care profession in Ohio or another jurisdiction is an acceptable option to meet nursing continuing education requirements.

LeadingAge Ohio is an approved CPE Sponsor from the Accountancy Board of Ohio, CPE.379, expiration date: 5.31.2023.

 

 

Two Easy Ways to Register

Register online by clicking here.

Register by Mail:

Print the Registration Form and mail with registration fee to:
LeadingAge Ohio
2233 North Bank Drive
Columbus, OH  43220

Your registration will be complete upon receipt of registration and payment. All registrants will receive an email confirmation. If you do not receive a confirmation, please contact Corey Markham at (614) 545-9015 or cmarkham@leadingageohio.org

Substitution and Cancellation Policy: Substitutions, in writing, are welcome at no additional cost. Cancellations received by two calendar weeks prior to event date will be fully refunded. Cancellations received between 7 and 13 days prior to the event date will be refunded minus a $40 processing fee. No refunds will be issued 6 or fewer days prior to the event date.

Thank You to Our Sponsor:

Ziegler Sno Wo White Background

 

 

Printer-Friendly Version


Add to Calendar aCLuDhaqizCaPxAftmqF167204 11/02/2022 09:00 AM 11/02/2022 03:30 PM false America/New York A Focus on Finance: A Focus on Finance:Strategic Positioning & Foresight   Join national experts and your Ohio colleagues for a day of financial strategy. Whether you are rethinking nursing facility beds or considering partnership for home and community-based services, this workshop will prepare you with the latest trends and big ideas and help you make the most of uncertain times. Participants will leave with tangible strategies they can employ to position their organizations for success.   November 2 Agenda 8:30 - 9:00 a.m.  Registration/Continental Breakfast     9:00 - 9:15 a.m.  Welcome/Opening Susan Wallace, LeadingAge OhioLeadingAge Ohio will welcome attendees to the CFO Workshop and will set the stage for the day.     9:15 - 10:00 a.m. State of Senior LivingTom Meyers, Sr. Managing Director; Lisa McCracken, Director, Sr. Living Research, ZieglerThis opening session will provide attendees with an overview of the latest trends, research and provider best practices from the field of senior living and care. Presenters from Ziegler will share industry-specific information along with national, regional and state examples for topics such as demographic trends, workforce and expense pressures, growth, joint ventures and partnerships, industry consolidation, home-based services and technology to name a few. Data from this session will also provide a framework for a deeper dive into a number of these key issues throughout the day.     10:00 - 11:00 a.m. Revenue DiversificationJohn Renner, Chief Finance & Administrative Officer, United Church Homes; Brian Krause, Chief Financial Officer, Community First SolutionsNearly all providers are looking to diversify income streams and explore meaningful alternatives to supplement community and facility-based service lines. This session will feature providers who have successfully ventured into multiple service lines and innovative growth ventures.     11:00 - 11:15 a.m. Break     11:15 a.m. - 12:15 p.m. Three Big Ideas in Senior Living Finance 2022Tom Meyers, Sr. Managing Director, Ziegler; Ann O'Malley, Chief Financial Officer, Kendal at OberlinComing off of two years of historically-low borrowing rates, the sector has undergone greater disruption in 2022. This session will delve into financing strategies for the near-term and how organizations can prepare for capital needs throughout 2022 and into 2023.     12:15 - 1:00 p.m. Networking Lunch     1:00 - 2:00 p.m. Positioning for Sustainability in Skilled NursingBob Stillman, Chief Financial Officer, Ohio Living; Deb Emerson, Principal, CliftonLarsonAllen; Lisa McCracken, Director, Sr. Living Research, ZieglerThe skilled nursing environment is arguably the most pressured service line today. Shifts in the post-acute space have been underway for some time, but were accelerated and deepened during the pandemic. Many providers are re-examining their commitment to the skilled nursing offerings and working hard to develop strategies to counter current pressures. This session will highlight some of these strategies and provide peer examples of how to navigate this environment.     2:00 - 2:15 p.m. Break     2:15 - 3:15 p.m. Pivoting Towards Community-Based SolutionsAnn Conn, CEO, McGregor Foundation; Anthony Evans, President, Purehealth; Lynne Giacobbe, CEO, Kendal at HomeAs senior living looks to revenue diversification, home-and-community-based services are a clear opportunity. Learn how three organizations have created community-based service lines to expand their mission, with an eye to sustainability.     3:15 - 3:30 p.m. Reflection/Next Steps/Wrap Up   Program Information Intended Audience:CEOs, CFOs, Administrators, Senior VPs Location:Quest Conference Center9200 Worthington RoadWesterville, OH 43082 Date:  November 2, 2022 Time: 9:00 a.m. - 3:30 p.m. Cost:  Member: $150 per personNon-Member: $300 per personFee includes all workshop materials, light continental breakfast, lunch, and continuing education hours. Lodging Options: Ask for the "Quest Conference Center Discount" when reserving your room at any of these nearby hotels. Fairfield Inn & Suites Polaris9000 Worthington RoadWesterville, OH 43082(614) 568-0770Four Points Polaris8505 Pulsar PlaceColumbus, OH 43240(614) 844-5888 Hampton Inn & Suites Polaris8411 Pulsar PlaceColumbus, OH 43240(614) 885-8400     Continuing Education 5.25 clock hours will be awarded upon successful completion. 6.3 CPE hours will be awarded upon successful completion. Criteria for successful completion: Attendance at entire event. LeadingAge Ohio is an approved provider by the Board of Executives of Long Term Services and Supports. Core of knowledge subject area(s): Operations; Leadership and Strategy. As stated in the Ohio Administrative Code Rule 4723-14-05, education that has been approved by a board or an agency that regulates a health care profession in Ohio or another jurisdiction is an acceptable option to meet nursing continuing education requirements. LeadingAge Ohio is an approved CPE Sponsor from the Accountancy Board of Ohio, CPE.379, expiration date: 5.31.2023.     Two Easy Ways to Register Register online by clicking here. Register by Mail: Print the Registration Form and mail with registration fee to:LeadingAge Ohio2233 North Bank DriveColumbus, OH  43220 Your registration will be complete upon receipt of registration and payment. All registrants will receive an email confirmation. If you do not receive a confirmation, please contact Corey Markham at (614) 545-9015 or cmarkham@leadingageohio.org Substitution and Cancellation Policy: Substitutions, in writing, are welcome at no additional cost. Cancellations received by two calendar weeks prior to event date will be fully refunded. Cancellations received between 7 and 13 days prior to the event date will be refunded minus a $40 processing fee. No refunds will be issued 6 or fewer days prior to the event date. Thank You to Our Sponsor:     Quest Conference Center, 9200 Worthington Road, Westerville, OH 43082