Executive Summit Briefing Book

DISCOVER. DISRUPT. INNOVATE. 2017 ARGENTUM CHIEF EXECUTIVE SUMMIT

November 8 - 9, 2017 The Ritz-Carlton Half Moon Bay, CA Sponsored by:

CHIEF EXECUTIVE SUMMIT PROGRAM WEDNESDAY, NOVEMBER 8 12:30 PM - 1:15 PM Mandarin Oriental Lawn

Opening Luncheon Loren Shook CEO & Chairman of the Board Silverado James Balda President & CEO Argentum

1:30 PM - 3:40 PM Salon 1

Session 1: Quality Improvement • Setting the Bar for Quality • Multi-phased Approach to Industry Standards Susan Dentzer President & CEO The Network for Excellence in Health Innovation John Moore Chairman of the Board and CEO Atria Senior Living George B. Breen Chair National Health Care and Life Sciences Practice Steering Committee & Director Epstein, Becker, Green

4:00 PM - 5:30 PM Salon 1

Session 2: Public Policy & Election Analysis Richard Spees Managing Partner, Chair, Government Affairs & Public Policy Practice Group Akerman Industry Advocacy Strategy Ed Kenny Chairman and CEO Life Care Services Patricia Will Founder & CEO Belmont Village Senior Living

5:30 PM - 6:30 PM Beach

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Networking Reception for All Summit Participants & Spouses

CHIEF EXECUTIVE SUMMIT PROGRAM THURSDAY, NOVEMBER 9 8:30 AM - 9:00 AM Ballroom Terrace

Breakfast

9:00 AM - 11:00 AM Salon 1

Session 3: Workforce Development • The Changing US Workforce & Demographic Mega-trends • US & Global Economic Forecast • Innovation Culture Rich Karlgaard Publisher Forbes

11:15 AM - 12:30 PM Salon 1

Session 4: The Future of Long-Term Care Payment Models and an Economic Framework for Effective Policymaking Katherine Baicker, PhD C. Boyden Gray Professor of Health Economics, Harvard University; Commissioner, Medicare Payment Advisory Commission

12:30 PM Depart from Ballroom Foyer

Executive Networking Experiences All Summit Participants and Spouses are invited to participate.

Pre-registration required.

• Walking Tour of Little Havana • Private Tour of Wynwood Brewing Company • Private Tour of Perez Museum Miami

6:30 PM - 9:00 PM Salon 1

Argentum Silver PAC Trustee Circle Dinner Individual contributors who donate $3,000 or more to Argentum Silver PAC in 2016 are recognized as members of the Trustee Circle and receive an invitation to attend this event with their spouse. Pre-registration required.

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SPEAKER BIOGRAPHIES SUSAN DENTZER

President & CEO The Network for Excellence in Health Innovation Susan Dentzer is the incoming President and Chief Executive Officer of the Network for Excellence in Health Innovation, a not-for-profit organization that seeks intelligent ways to advance health and improve health care at sustainable costs. With offices in Washington, DC, Cambridge, MA, and San Francisco, CA, NEHI represents more than 120 organizations across the spectrum of health and health care.

One of the nation’s most respected health and health policy thought leaders and a frequent speaker and commentator on television and radio, including PBS and NPR, Dentzer previously served as senior policy adviser to the Robert Wood Johnson Foundation, the nation’s largest philanthropy focused on health and health care in the United States. She also was formerly editor-inchief of the policy journal Health Affairs, and the on-air Health Correspondent for the PBS NewsHour. Dentzer wrote and hosted the 2015 PBS documentary, Reinventing American Healthcare, focusing on the innovations pioneered by the Geisinger Health System and spread to health systems across the nation.

Dentzer is an elected member of the National Academy of Medicine (formerly the Institute of Medicine) and also serves on the academy’s Board on Population Health and Public Health Practice. She is also an elected member of the Council on Foreign Relations; a fellow of the National Academy of Social Insurance; and a fellow of the Hastings Center, a nonpartisan bioethics research institute. She is a member of the Board of Directors of the International Rescue Committee, a leading global humanitarian organization; is a public member of the Board of Directors of the American Board of Medical Specialties, which assists 24 medical specialty boards in the ongoing evaluation and certification of physicians; and is a member of the board of directors of the Public Health Institute, the nonprofit organization addressing public health issues and solutions nationwide. She also is a member of the Kaiser Commission on Medicaid and the Uninsured, the RAND Health Board of Advisors, and the March of Dimes national advisory board.

Dentzer graduated from Dartmouth, is a trustee emerita of the college, and chaired the Dartmouth Board of Trustees from 2001 to 2004. She has served as a member of the Board of Overseers of Dartmouth Medical School for more than two decades. Dentzer holds an honorary master’s degree from Dartmouth and an honorary doctorate in humane letters from Muskingum University. She, her husband, and their three children live in the Washington, DC area.

Dentzer is a compelling, thoughtful, and entertaining speaker widely recognized for her ability to communicate clearly with both expert audiences and the general public. She speaks widely and also is known as a gifted interviewer and moderator, and is at home in a variety of settings, including corporate and academic audiences.

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SPEAKER BIOGRAPHIES GEORGE B. BREEN

Chair, National Health Care and Life Sciences Practice Steering Committee Epstein Becker & Green George B. Breen is Chair of the firm’s National Health Care and Life Sciences Practice Steering Committee and a member of the firm’s Board of Directors. He is a Member of the firm in its Healthcare and Life Sciences and Litigation practices.

He represents skilled nursing and assisted living communities, home health agencies, hospital systems, health care providers, manufacturers and suppliers before courts and administrative tribunals at the federal and state levels, including challenges to regulatory actions and disputes under government contracts A litigator for over 25 years, Mr. Breen serves as the Chair of the American Health Lawyers Association’s Health Care Liability and Litigation Practice Group. In 2016, he was selected as a Fellow of the Litigation Counsel of America, a trial lawyer honorary society.

Mr. Breen has been a member of a variety of professional organizations and is a Past President and member of the Board of Directors of the District of Columbia Defense Lawyers Association. He is a frequent lecturer and author on issues related to health care fraud and abuse, corporate compliance, and trial practice and has served as a member of Law 360’s Health Editorial Advisory Board. His commentaries have appeared in newspapers and other publications, including The Wall Street Journal, Modern Healthcare, Bloomberg and Reuters.

Mr. Breen has earned an “AV Preeminent” Peer Review Rating by Martindale-Hubbell, signifying the highest level of professional excellence. He has been selected by The American Lawyer and Martindale-Hubbell for inclusion in Top Rated Lawyers (2014 -2016) for Health Care Law. He has also been selected for inclusion in Washington, DC Super Lawyers (2012 to 2016) and The Legal 500 United States (2014-2015). In 2010, Mr. Breen was named an “Outstanding Healthcare Litigator” by Nightingale’s Healthcare News, one of only 10 lawyers across the country selected for this honor.

Mr. Breen also leads Epstein Becker Green’s Pro Bono Committee in the firm’s Washington, DC, office and in 2013 he was named a Pro Bono Champion by the American Health Lawyers Association in recognition of his efforts in providing pro bono legal services.

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SPEAKER BIOGRAPHIES RICHARD L. SPEES

Managing Partner, Chair, Government Affairs & Public Policy Practice Group Akerman Richard L. Spees is the Akerman Government Affairs & Public Policy Practice Group Chair and serves as the office managing partner of the Washington, D.C. office. He has over 25 years of experience representing clients before the federal government. Rick represents a wide range of public and private clients including cities, counties, transit properties, science centers, educational institutions, corporations, and hospital systems.

Before starting his legal practice, Rick served in a number of positions in the U.S. Senate, including three years as the Staff Director of the Senate Commerce, Justice, and State and Related Agencies Appropriations Subcommittee. He also served on the Senate Judiciary Committee and as a Legislative Assistant for Senator Paul Laxalt (R-Nevada).

RICH KARLGAARD Publisher Forbes

Entrepreneur-turned-publisher, columnist, author, television commentator, private investor and board director, Rich Karlgaard offers a unique vantage point on the trends driving the business and investment climates. His insights help audiences see the global marketplace with new eyes.

Karlgaard is the publisher of Forbes magazine, where he also writes a biweekly column, “Innovation Rules”, known for its witty and honest assessment of technology trends and current business issues. He’s a regular panelist on cable news’ most popular business show, Forbes on FOX, and is a frequent contributor to the Wall Street Journal’s oped page. A successful entrepreneur and past winner of Ernst & Young’s “Entrepreneur of the Year Award,” Karlgaard understands firsthand the difficulties of navigating in today’s business climate and the opportunities available to those who have the courage to reach out for them. His assessment of technology trends, U.S. and global economic forces, and current business and political issues gives audiences solid insights they can use to make better business and investment decisions.

With a remarkable ability to connect with audiences, Karlgaard shows his quick mind and even quicker sense of humor during lively, unscripted question and answer periods. Unfailingly gracious, Karlgaard puts forth his insights for others to consider in a way that helps them see the events that are changing their world— especially the impact of Washington politics—on business and innovation.

In his book, The Soft Edge: Where Great Companies Find Lasting Success, Karlgaard shares a surprising third element in addition to visionary strategy and superb execution that’s required to gain the competitive advantage.

Karlgaard is also the co-author of Team Genius: The New Science of High-Performing Organizations.

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SPEAKER BIOGRAPHIES KATHERINE BAICKER PhD

C. Boyden Gray Professor of Health Economics Harvard University Katherine Baicker, PhD, is C. Boyden Gray Professor of Health Economics and Chair of the Department of Health Policy and Management at the Harvard T.H. Chan School of Public Health. She is a research associate at the National Bureau of Economic Research and an elected member of the Institute of Medicine.

Professor Baicker serves as a Commissioner on the Medicare Payment Advisory Commission; as Chair of the Massachusetts Group Insurance Commission; on the Congressional Budget Office’s Panel of Health Advisers; as a Director of Eli Lilly; on the Editorial Boards of Health Affairs, the Journal of Health Economics, and the Journal of Economic Perspectives; and as past Chair of the Board of Directors of AcademyHealth. From 2005-2007, she served as a Senateconfirmed Member of the President’s Council of Economic Advisers, where she played a leading role in the development of health policy.

Professor Baicker’s research focuses primarily on the factors that drive the distribution, generosity, and effectiveness of public and private health insurance, with a particular focus on health insurance finance and the effect of reforms on the distribution and quality of care. Her research has been published in journals such as the New England Journal of Medicine, Science, Health Affairs, and the Quarterly Journal of Economics, and has been featured in outlets such as the New York Times, the Wall Street Journal, and National Public Radio.

She is currently one of the leaders of a research program investigating the many effects of expanding health insurance coverage in the context of a randomized Medicaid expansion in Oregon.

She received her BA in economics from Yale and her PhD in economics from Harvard. She has served on the faculty of the Department of Public Policy in the School of Public Affairs at the University of California, Los Angeles; the Harris School of Public Policy at the University of Chicago; the Economics Department at Dartmouth College; and the Center for the Evaluative Clinical Sciences and the Department of Community and Family Medicine at Dartmouth Medical School.

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ATTENDEES JOHN ATKINSON Willis Towers Watson

DANA FRANK National Health Investors, Inc.

KEN ROOS OnShift

TOM GRAPE Benchmark Senior Living

LABINOT AVDIU Medication Management Partners

JOEL GOLDMAN Hanson Bridgett LLP

MICHAEL ROSENBAUM Arena

HEATHER GULLICKSON RealPage

MICKEY GRAY Integral Senior Living

LOREN SHOOK Silverado

JASON HAZEL FOX Rehabilitation

KAI HSIAO

SUZANNE SHOOK Silverado

BRYAN MCCALEB Sagora Senior Living

BOBBI SMICK Harbor Retirement Associates LLC

DANA MCCALEB Sagora Senior Living

NATHAN BASCOM Bridgestone Living RACHELE BASCOM Bridgestone Living

MARK JOHNSON Pathway to Living

JORDAN BERNSTEIN Cassidy & Associates

BRIAN JURUTKA NIC

MATT BUCHANAN Legend Senior Living LLC

EDWARD KENNY Life Care Services LLC

GAIL BUCHANAN Legend Senior Living LLC

ROBYN KJAR FOX Rehabilitation

TIMOTHY BUCHANAN Legend Senior Living LLC

BRAD KLITSCH Direct Supply, Inc.

MATTHEW CHUTJIAN Kwalu

MYRON KOWAL RCare

WAYNE COCKBURN Holsag

BRUCE MACKEY Five Star Senior Living

CARRIE COUMBS Kindred Healthcare

ERIC MENDELSOHN National Health Investors, Inc.

TOM CROAL Silverado

RICHARD NIX Yardi Systems, Inc.

JOE CUTICELLI Sodexo

SHERRY NOVACZYK New Perspective Senior Living, LLC

JOHN DAMGAARD MatrixCare CARRIE DELANEY Integral Senior Living

TODD NOVACZYK New Perspective Senior Living, LLC

JOE DELANEY Integral Senior Living

MARIA OLIVA Pathway to Living

COREY DENMAN Direct Supply, Inc.

MICHAEL PAGE Compass Group | Morrison Community Living

DAVID ESKENAZY Merrill Gardens LAYLA ESKENAZY Merrill Gardens TIMOTHY FOX FOX Rehabilitation

BILL PETTIT Merrill Gardens MICHAEL POKORA Willis Towers Watson RANDY RICHARDSON Vi Living

TIMOTHY SMICK Harbor Retirement Associates LLC JAMES SOUTHERLAND Yardi Systems, Inc. STEVE TAYLOR DirectTV BRENDA THOMPSON Senior Living Communities, LLC

ADAM MOORE PointClickCare MATT VAN ZELST Medline Industries, Inc. MARY WHEELER Benchmark Senior Living ROBERT PETRUSEVSKI PointClickCare ROBERT PROBST Ventas

DONALD THOMPSON Senior Living Communities, LLC COLLETTE VALENTINE GRAY Integral Senior Living RYAN WILSON Brookdale MARK WOODKA OnShift KENDALL YOUNG HCP, Inc. TYLER BURY Philips Lifeline JACK CALLISON Enlivant MEREDITH CALLISON Enlivant LYNN CARLSON-SCHELL The Waters Senior Living

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2017 ARGENTUM EXECUTIVE ADVISORY BOARD LORI ALFORD CEO, Avanti Senior Living

JOE CUTICELLI CEO Seniors North America , Sodexo

ELI J. ALMO President/CEO, Era Living, LLC

JOHN DAMGAARD President & CEO, MatrixCare

PHIL ANDERSON CIO, Bridge Seniors Housing

JON A. DELUCA President & CEO, Senior Lifestyle Corp

JOHN M. ATKINSON Executive Vice President, Managing Partner, Willis Towers Watson

THOMAS J. DEROSA CEO, Welltower Inc.

STEPHANIE HANDELSON CEO, Handelson Consulting Group

CARRIE DELANEY Divisional Vice President of Sales and Marketing, Integral Senior Living

JUDD HARPER President, The Arbor Company

BRENDA J. BACON President & CEO, Brandywine Living ROGER BERNIER President, Chelsea Senior Living LLC

CHRIS GUAY President and CEO, Vitality Senior Living JOHN GURRIERI President & CEO, Bridgestone Living

LABEED DIAB Chief Operating Officer, Brookdale

SCOTT HERZIG Chief Operating Officer, Five Star Senior Living

RICHARD BREWER President/CEO, Commonwealth Senior Living

LILLY DONOHUE CEO, Holiday Retirement

THOMAS HERZOG Chief Executive Officer , HCP, Inc.

LISA BRUSH Chief Executive Officer and President, Symerica Senior Living

MARILYNN K. DUKER CEO, Brightview Senior Living (The Shelter Group)

BOB HILLIS President & CEO, Direct Supply, Inc.

TIMOTHY J. BUCHANAN Founder & CEO, Legend Senior Living LLC

JOE EBY President, Bickford Senior Living

MATT BUCHANAN Director of Finance, Legend Senior Living LLC

DAVID ESKENAZY President, Merrill Gardens

FRED BURKE CEO, Guardian Pharmacy ROD BURKETT President/CEO, Gardant Management Solutions DEBRA CAFARO CEO, Ventas, Inc. JACK CALLISON CEO, Enlivant LYNN CARLSON SCHELL CEO, The Waters Senior Living CARRIE COUMBS Vice President, Kindred Healthcare TOM CROAL Chief Financial Officer, Silverado

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GEORGE GRAZIANI SVP, Americas, Swiss Re America Holding Corp

RON FEINSTEIN President & CEO, Philips Lifeline JERRY FINIS CEO, Pathway to Living TIMOTHY FOX CEO & Founder, FOX Rehabilitation TANA GALL CEO, Blue Harbor Senior Living JOEL S. GOLDMAN Partner, Hanson Bridgett LLP

KAI HSIAO Argentum Director, HCP, Inc. BUCK HUNT CEO, HHHunt Senior Living RICHARD IRWIN CEO, IntegraCare Corp JOE JASMON CEO, Shepherd Senior Living SEAN KELL CEO, A Place for Mom EDWARD R. KENNY Chairman & CEO, Life Care Services LLC MERCEDES KERR Executive Vice President, Business Development, Welltower Inc.

GARY GRANGER President & CEO, First & Main

BRAD KLITSCH SVP of Market Development, Direct Supply, Inc.

TOM H. GRAPE Chairman & CEO, Benchmark Senior Living

MYRON KOWAL President, RCare

2017 ARGENTUM EXECUTIVE ADVISORY BOARD BRADLEY KRAUS President & COO, Spectrum Retirement Communities Inc. G. MICHAEL LEADER III President/CEO, Country Meadows BRUCE MACKEY President & CEO, Five Star Senior Living BRYAN MCCALEB President, Sagora Senior Living ERIC MENDELSOHN President & CEO, National Health Investors, Inc. SALLY MICHAEL President & CEO, California Assisted Living Assn (CALA) CHARLES MILLS CEO, Medline Industries, Inc. JOHN A. MOORE Chairman & CEO, Atria Senior Living

BILL PETTIT President/COO, Merrill Gardens

CHARLIE TREFZGER CEO, Affinity Living Group

WAYNE POWELL CEO, Civitas Senior Living

JEREMIE TROCHU VP, Sales and Marketing, Omnicare, Inc.

FORREST L. PRESTON CEO & Chairman, Century Park Associates

COLLETTE VALENTINE - GRAY CEO & COO, Integral Senior Living

BOB PROBST EVP & CFO, Ventas, Inc.

MITCHELL WARREN CEO, The LaSalle Group

RANDY J. RICHARDSON President, Vi Living

DALE WATCHOWSKI CEO, American House Senior Living Communities

MICHAEL ROSENBAUM CEO, Arena JOE RUGGERI President/Director of Operations, Allegro Senior Living, LLC

MIKE WESSINGER President, PointClickCare

DANIEL SCHWARTZ COO, Almost Family

PATRICIA WILL Founder & President, Belmont Village Senior Living

KENNETH SEGARNICK Chief Corporate Officer, Brandywine Living

PAT MULLOY Chairman & CEO, Elmcroft Senior Living

LOREN B. SHOOK President, CEO & Chairman, Silverado

JOEL NELSON President & COO, Life Care Services LLC

WENDY SIMPSON President & CEO, LTC Properties, Inc.

RICHARD NIX Sr. Director, Senior Housing, Yardi Systems, Inc.

TIMOTHY S. SMICK Principal / Founder, Harbor Retirement Associates LLC

TODD NOVACZYK Founder & CEO, New Perspective Senior Living, LLC

ANDY SMITH President & CEO, Brookdale

DAVID O’LEARY President and CEO, USLI, Genworth Financial Inc. MIKE PAGE National VP of Sales, Morrison Community Living - Compass Group NAD MATHEW A PEPONIS CEO/Chairman, Greenfield Senior Living

J. TIMOTHY WESLEY President, Elmcroft Senior Living

DAN SUITS President/COO, Hearth Management, LLC DONALD O. THOMPSON JR CEO, Senior Living Communities, LLC TIFFANY TOMASSO Founding Partner, Kensington Senior Living

RYAN WILSON Chief Growth Officer & SVP Sales, Brookdale CHRIS WINKLE Chief Executive Officer, Sunrise Senior Living DANIEL WOLEN COO, Raydian Properties MARK WOODKA President & CEO, OnShift MARGARET A. WYLDE President & CEO, ProMatura Group LLC KENDALL YOUNG Sr Managing Director- Sr Housing Properties, HCP, Inc. MICHAEL ZUSMAN CEO, Kwalu

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Event Sponsors

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RealPageÂŽ Senior Living IS PROUD TO SPONSOR THE ARGENTUM CHIEF EXECUTIVE SUMMIT Increase operational efficiency and maximize returns across your entire portfolio with RealPage Senior Living Software and Business Intelligence solutions. Drive census, maximize productivity, and gain valuable insights into what drives leads and revenue, all while boosting quality of care.

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