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just ahead of the leadingage Annual Meeting:

Advancing the Tradition of Catholic Senior Living

October 18-19, 2014 in Nashville, TN Sponsored by


Catholic Leaders’ Symposium

Schedule of Events Saturday, October 18th, 2014

12:30pm Opening Prayer & Reflection, Welcome & Introductions Day Host/Coordinator: Lynn Daly, Ziegler Welcome: • Larry Minnix, President & CEO, LeadingAge

• David Glascoe, CEO, Mary, Queen of Angels - Nashville & LeadingAge Tennessee Board Chair

• Michael Rodgers, Senior Vice President, Advocacy/Public Policy, Catholic Health Association

1:00pm

Session #1: Living the Mission

Moderator: Julie Trocchio, Catholic Health Association Presenters:

• Sr. Patricia Talone, RSM, Ph.D., Vice President Mission Services, Catholic Health Association

• Sr. Maureen Comer, OP, CEO, Lourdes Senior Community, Waterford, Michigan; Board Member, Catholic Health Initiatives; Former General Councilor of the Adrian Dominican Congregation, Adrian, Michigan

• Sr. Carolyn Puccio, CSJ, Sisters of St. Joseph of Carondelet, St. Paul Province; Carondelet Village

2:45pm

Networking Break

3:15pm

Session #2: Expanding Into Housing with Services –Diversifying Services Lines

Moderator:

Nancy Hooks, LeadingAge

• Robyn I. Stone, Ph.D., Executive Director, LeadingAge Center for Applied Research and Senior Vice President of Research

• Valerie Agostino, Senior Vice-President Health and Housing Operations Initiatives, Mercy Housing

• Jarrod Sanderson, Director of Children and Family Services, Senior Care Services, and Counseling at Catholic Charities of Kansas City-St. Joseph

5:00pm

Closing Prayer & Reflection

5:30pm

CHA Liturgy

Monsignor Charles Fahey, SJ

6:30pm

Catholic Health Association Reception


Sunday, October 19, 2014 8:00am

Networking Continental Breakfast

Day Host/Coordinator: Robin Eggert, REALM

8:45am

Opening Prayer & Reflection

9:00am

Session #3: Visioning for Collaboration & Risk-Taking

Moderator: Lisa McCracken, Senior Vice President, Senior Living Research and Development, Ziegler

• Rocklon Chapin, FACHE, President & CEO, Benedictine Health System

• Scott LaRue, President & CEO, ArchCare

10:30am

Wrap-up & Next Steps

Robin Eggert, REALM

10:55am

Closing Prayer & Reflection

11:00am Adjourn

Advancing the Tradition of Catholic Senior Living


Catholic Leaders’ Symposium C o-S P O NS O R

Facilitators Lynn Daly, MBA Senior Vice President, Ziegler Daly has more than 19 years of experience in financial services with not-for-profit organizations. Lynn specializes in underwriting both tax-exempt and taxable bond financings for Catholic senior living communities, Catholic dioceses and religious orders.

Robin H. Eggert, MA, CMC President, REALM Group, Inc. Ms. Eggert is the president and founder of REALM, a full-service, national consulting practice that is focused on innovation and aging strategies. Robin’s goal is to develop a deep relationship with her clients and engage them in a discovery process to research, vision, plan and actualize their preferred future.

Nancy Hooks Vice President of Member Services, LeadingAge Nancy Hooks is certified as a housing occupancy specialist and accredited as a certified aging services’ professional. Nancy is the recipient of a testimonial citation, made before the US Senate Committee on Banking, Housing and Urban Affairs for her work with the Seniors Commission. She has received the Award of Excellence for Advocacy from the American Association of Service Coordinators, an Award of Excellence in Membership Development from AAHSA, and a Governor’s citation for authoring enacted New York State legislation related to adult day services.

Lisa McCracken Senior Vice President, Ziegler Lisa’s expertise is in conducting research in the not-for-profit senior living sector, writing white papers and articles on various industry topics, and presenting research findings to providers and experts in the field. She is a seasoned lecturer, facilitator and researcher.

Julie Trocchio Senior Director of Community Benefit and Continuing Care, Catholic Health Association of the United States Julie Trocchio coordinates CHA activities related to community benefits and tax-exemption of not-for-profit healthcare organizations and leads the association’s programs for Catholic-sponsored long-term and elder care. Julie has nursing degrees from Georgetown University and the University of Maryland.


SPEAKERS Valerie Agostino Senior Vice President of Health Care & Housing, Mercy Housing Valerie Agostino has more than 40 years of experience in affordable housing and community development. She has been with Mercy Housing, one of the nation’s largest affordable housing organizations, for 20 years. She currently serves as the Senior Vice President of Health Care & Housing, a role recently created to increase the organization’s focus on affordable housing as a platform for improved health outcomes for residents in California and throughout the nation.

Rocklon B. “Rocky” Chapin President & CEO, Benedictine Health Systems Rocky Chapin brings more than 35 years of progressive health care and management experience, including strategic planning, business development, operations improvement, board and physician relations, managed care negotiations, and complex problem solving involving questions of finance, strategy and leadership.

Sister Maureen Comer CEO, Lourdes Senior Community Sister Maureen Comer’s current ministry is as the Chief Executive Officer for Lourdes Senior Community, a continuum of care community for seniors in Waterford, MI. Prior to this role, she was in Congregational leadership for her religious community as Administrator, Treasurer and as a member of the General Council.

Monsignor Charles J. Fahey Marie Ward Doty Professor of Aging Studies (emeritus) at Fordham University Monsignor Charles J. Fahey is a priest of the Roman Catholic Diocese of Syracuse and is considered by many in the field to be an expert on aging. Over the last 50 years, he has served in countless capacities as a priest, teacher, leader and advocate with a mission to meet the medical, social and economical needs of the frail and elderly. He has served as a board member and president of the American Association of Homes and Services for the Aging, the American Society on Aging and Catholic Charities USA.


Catholic Leaders’ Symposium SPEAKERS, continued David Glascoe CEO, Mary, Queen of Angels Mr. Glascoe serves as the CEO of Mary, Queen of Angels, an assisted living community sponsored by the Diocese of Nashville. This role also leads him to oversee the operation of Villa Maria Manor and the Cloister at St. Henry. He is currently President of the Board of LeadingAge of and President of the Board of the Catholic Community Investment and Loan.

Scott LaRue President & CEO, ArchCare Scott LaRue is the leader of one of the largest Catholic continuing care systems in the nation that includes five skilled nursing facilities. He is currently guiding ArchCare through a long-term strategic transformation process focused on expanding its home- and community-based offerings and aligning its ministry with changing consumer demands and the evolving healthcare needs of the communities it serves.

Larry Minnix President & CEO, LeadingAge For more than 45 years, Minnix has been a passionate advocate for leadership and innovation in not-forprofit aging services. During his tenure at LeadingAge, he established the LeadingAge Center for Aging Services Technologies (CAST), developed programs to address important issues like workforce retention and regulatory reform, and is currently advocating for long-term care financing reform.

Sister Carolyn Puccio Campaign Liaison & Mission Coordinator, Carondelet Village A Sister of St. Joseph, Sister Carolyn’s ministry started off in rural Minnesota, working with volunteers and motivating people to be a part of something greater than themselves. She then became the Fundraising Director for an innovative senior community, Carondelet Village, a shared ministry of the Sisters of St. Joseph and Presbyterian Homes and Services which opened its doors in December, 2011. Today, she serves as the Campaign Liaison & Mission Coordinator, carrying out the mission to enrich the lives of older adults through a faith-based setting that respects diversity of faith and culture and honors the dignity of all.


Michael Rodgers Senior Vice President of Advocacy and Public Policy, Catholic Health Association Michael Rodgers oversees CHA’s advocacy and public policy efforts and advances CHA’s advocacy agenda before Congress, the White House, and a variety of health-related federal agencies. Prior to joining CHA in 2000, he served for 13 years as senior vice president, the American Association of Homes and Services for the Aging (AAHSA), overseeing operations and directing staff functions of the government relations department. He also served in several Washington, DC-based federal and state government positions.

Jarrod Sanderson Director, Senior Housing, Catholic Charities of Kansas City – St. Joseph Jarrod Sanderson began working with Catholic Charities of Kansas City, one of the largest nonprofit social service organizations in the city, in 2007. In his previous role as Director of Children and Family, Senior Care, and Counseling Services, Mr. Sanderson managed all aspects of programs, which included senior express, senior in-home care, seniors at work and counseling. Today, Jarrod directs all aspects of programs and development for 8 202 HUD properties housing approximately 450 residents as the Director of Senior Housing.

Robyn Stone, Ph.D. Executive Director and Senior Vice President of Research Dr. Stone is a noted researcher and internationally recognized authority on long-term care and aging policy. She is a distinguished speaker and has been published widely in the areas of long-term care policy and quality, chronic care for the disabled, aging services workforce development, low income senior housing and family caregiving. Dr. Stone has held senior research and policy positions in both the U.S. government and the private sector.

Patricia Talone, RSM, Ph.D. Vice President, Mission Services, Catholic Health Association Since becoming the Vice President for Mission Services over ten years ago, Ms. Talone services, coordinates and oversees programs, products and services in the areas of mission, ethics, leadership and sponsorship for the Catholic Health Association, the nation’s largest group of not-for-profit health care sponsors, systems, facilities, health plans, and related organizations.


Catholic Leaders’ Symposium October 18-19, 2014 in Nashville, TN at the Omni Nashville Hotel 250 5th Ave S. Nashville, TN 37203

Sponso re d b y


CLS 2014 Program