2024 Senior Living Cocktail Book

Cocktail Book

A Cocktail Party’s Worth of Personal Introductions to Conference Attendees

March 24-26, 2024

The Ritz-Carlton Laguna Niguel, California

Welcome

We have assembled this “Cocktail Book” –a unique book of company and personal profiles – to introduce you to Senior Living 100 attendees and their companies.

You’ll find two key questions: What do you want to share with Senior Living 100 attendees? And what would you like to learn from them? These are followed by two lighter personal questions.

We hope you find the end product to be both a useful and enjoyable way to get to know your peers.

I look forward to seeing you in California!

Jim Kovac Managing Director Senior Living 100

Disclaimer: The Senior Living 100 Cocktail Book includes profiles of attendees who were registered as of February 20, 2024. Company information has been supplied by attendees without independent verification. The Senior Living 100 Cocktail Book is for distribution solely to Senior Living 100 attendees. Reproduction of this information for any other use is prohibited without the written consent of Lincoln Healthcare Leadership. Please visit Senior Living 100 Attendee Resources for the most up-to-date attendee list: seniorliving100.com/attendeelist

General Information

Attire

Executives:

• Education: Business Casual

• Recreation: Casual

• Evening Functions: Resort Casual

Spouses:

• Spouse Program: Resort Casual

• Evening Functions: Resort Casual

Badge Policy

Please wear your name badge at all times during the conference. Wearing your badge helps to protect the integrity of the conference, and allows everyone to easily identify each other.

Staff

Our badges are red and say “Staff.” We are here to help make your Senior Living 100 experience as convenient and pleasant as possible. Here’s how you can reach us if you have any questions during the conference:

• Call or text us at (203) 768-6601.

• Visit us at our Welcome Desk.

• Please see pages 168-173 for the Lincoln Healthcare Leadership executive team and staff in attendance.

General Information

Departures

• Checkout time is 11:00 am.

• Please plan to depart from the hotel for the airport 2-2.5 hours before a domestic flight, 3.5 hours for an international flight.

Recycle Your Badge

Please return your badge to the Welcome Desk prior to your departure.

Anti-Trust Guidelines

Senior Living 100 is not a trade group or association; rather a community of leading senior living executives invited to gather annually to learn about and share best practices in the management of large companies. Recognizing that a meeting attended by large competitors in the same industry can raise the appearance of wrong doing, the following rules shall apply to this meeting:

1. No discussions of prices, price levels, production levels, distribution or production costs shall occur.

2. No discussion shall be had, which has the effect of, or which may be construed as having the effect of:

a. Excluding any company (competitor or supplier) from a particular product or geographic market;

b. Fixing, or attempting to fix, the price, product offering, terms of sale, or territories of operation of any party;

c. Preventing any party from gaining access to specific markets, customers or suppliers.

Many Thanks to the Senior Living 100 Advisory Board

Mike Bingham SVP Presbyterian Homes and Services

Camille Burke VP Operations Cogir Senior Living

Pilar Carvajal CEO Innovation Senior Living

Shelley Esden Mogul in Transit

Alan Fairbanks Owner Bickford Senior Living

Larry Florio Area VP Healthcare UKG

Jodi Guffee Owner & COO Radiant Senior Living

Wyman Hamilton Co-Founder, Co-President & COO Atlas Senior Living

Stephanie Harris CEO Arrow Senior Living

John Hartmayer COO & EVP Benchmark Senior Living

Chris Guay Founder & COO Vitality Living

Larry Gumina CEO Ohio Living

Many Thanks to the Senior Living 100 Advisory Board

Jesse Jantzen President & CEO Lifespace Communities

Lynne Katzmann, PhD Founder, President & CEO Juniper Communities

Sean Kelly CEO Front Porch

Andrew Kennard Executive Provision Living

Doug Leidig President & CEO Asbury Communities

Kathy LeVee President & COO Generations

Joe Perkin VPO Midwest Health Management

Sharon Ricardi President, Northbridge Advisory Services Northbridge Communities

Andy Rider President Pinnacle Senior Living

Paul Jacques VP Omnicare, a CVS Health company

CRM Services/Software & Data Analytics

Executive

AL Software

Training & Education

Finance –Commerical Bank

Operational Intelligence Platform

ESOP AD VISOR Y

Finance – Advisory & ESOP

Enterprise Software

Technology Solutions & Services

Rehabilitation/Therapy Services

TV

Resident Engagement

Resident Safety Accreditation

Video Services & Software

Financial –Intermediary

Education Technology

Specialty Software

Patient Safety & Falls Prevention

Marketing – Lead Generation Food

Dedication Means Support

at Every Turn

You deserve industry-leading pharmacy services you can count on every day to help you deliver excellent care.

More Than A Therapy Partner

Stay Connected

EXECUTIVE & SPOUSE PROGRAMS CONFERENCE

ATTENDEE LIST

MESSAGING

2024 Senior Living 100 Attendance Summary (as of February 20, 2024)

Please Note: The attendee list included in this Cocktail Book is as of February 20, 2024. Please see Senior Living 100 Attendee Resources for the most up-to-date attendee list: seniorliving100.com/attendeelist

2024 Senior Living 100 Operator Organizations (as

2024 Senior Living 100 Operator Organizations (as of February 20, 2024)

2024 Senior Living 100 Operator Organizations (as of

2024 Senior Living 100 Operator Organizations (as of February 20, 2024)

2024 Senior Living 100 Attendees

(as of February 20, 2024)

Executive Company

Spouse/ Guest

Braedon Alldredge Senior Sign Lei

Dana Anders CLA

Greg Anderson Northbridge Companies

Mark Anderson Knute Nelson | Walker Methodist Sally

Rob Armstrong Chartwell Retirement Residences Judy

Mike Bahou PharMerica Kate

James Balda Argentum

Michelle Baldwin Henderson Brio Living Services Jim

Marcus Banks LifeLoop

Samara Barend AION Biosystems

Leigh Ann Barney Trilogy Health Services

Scott Bear Immanuel

Thomas Devlin

Kyle Benesch Prime Care Technologies Kayla Wolf

Kate Bertram Christian Horizons

Mike Bingham Presbyterian Homes and Services

Stephanie Boreale Watermark Retirement Communities

Stephen Borostyan Paradise Valley Estates / NCROC Tania

Ray Braun NIC

Sean Broadbent CP Senior Living Jennifer Fehmel

Kim Brooks Hebrew SeniorLife

Alan Brown Methodist Retirement Communities

Valerie Burke Goodwin Living

Joey Carney LifeLoop

Dan Carr BHI Senior Living

2024 Senior Living 100 Attendees (as of

February 20, 2024)

Executive Company Spouse/ Guest

Pilar Carvajal Innovation Senior Living

Phil Chuang HumanGood JT Tomy

Troy Churchill Cypress Living Sandra

Evan Clark Prime Care Technologies

Erez Cohen August Health

Trisha Cole ALIS by Medtelligent

Scott Collins Link-age Launch

Dylan Conroy The Social Standard

Jim Coughlin Northbridge Companies

Mali Covington Patriot Angels

Liz Cramer CDW Healthcare

Anthony Crofoot SafelyYou

Dan Davis Presbyterian Senior Living Karen

Lauren Davis FASTMedical

Chris Dawe Curana Health Kathleen

Matt de Bruin CLB - Acoustic Monitoring Inge

Brandon DeBenedet Ecofin

Erin Denholm DispatchHealth

Tim Denniston The Huntington National Bank

Alison Drumm Govig Executive Search

Trish Dunn Entegra Procurement Services, LLC

Susannah Dwyer Abe's Garden Community

Peter Emigh Savoy Life

Dustin Epstein Netsmart Jamie

Mike Faddis Groove Technology Solutions

Alan Fairbanks Bickford Senior Living

2024 Senior Living 100 Attendees (as

of February 20, 2024)

Executive Company

Spouse/ Guest

James Ferkany Kauhale Health Kimberly

Katy Fike, PhD Generator Ventures

Nanne Finis UKG Jerry

Jeff Fischer MBK Senior Living

Aaron Fish Stellar Senior Living

Max Fishler Aline

Larry Florio UKG

Clinton Fox Worldvue

Juanita Fox Garden Spot Communities

Mackenzie Fraser EVR Advertising

Evan Friedkin Roobrik

Crystal Friend

Country Meadows Retirement Communities

Carmen Fronczak Friendship Village Senior Services Ted

Jerry Frumm Senior Lifestyle

Ryan Galea

Icon (formerly Caremerge and VoiceFriend)

Molly Gaus Ascension Living

Dan Gemp Dreamscape Marketing

Kyle Giersch Cornell Communications

Olga Giovanniello Sienna Senior Living Ron Panetta

Phil Gisi Edgewood Healthcare

Steven Goldschmidt CareAcademy

Dennis Gradillas HumanGood

Tucker Graves Pineapple Academy Laura Wallis

Collette Gray Integral Senior Living & Solstice Senior Living

2024 Senior Living 100 Attendees

(as of February 20, 2024)

Executive Company

Roger Green MBK Senior Living

Merle Griff, PhD SarahCare Adult Day Health Centers

Kellie Gronefeld Ascension Living

Robby Gross Omnicare, a CVS Health company

Leon Grundstein GenCare Lifestyle

Alexandra Guisti Uniguest

Larry Gumina Ohio Living

Irene Hale The Huntington National Bank

Jan HamiltonCrawford Oakwood Lutheran Senior Ministries

Megan Hardy Medline Industries, LP

Kristin Harris Nye Health Services

Stephanie Harris Arrow Senior Living

Spouse/ Guest

Nick Harshfield Lifespace Communities Julie

John Hartmayer Benchmark Senior Living Ellyn

Cathy Hecimovich Ontario Retirement Communities Association

Steve Heller Glencroft Center for Modern Aging

Kelse Henderson Atlas Senior Living

Garry Hennis Westminster Communities of Florida

Trent Hermen Select Rehabilitation

John Hirschfeld Sage

Chris Hollister Pegasus Senior Living

Matthias Hollwich HWKN

Shawn Horowitz Repticity

Geert Houben Cubigo

2024 Senior Living 100 Attendees (as

of February 20, 2024)

Executive Company

Tracy Huckabee CareAcademy

Spouse/ Guest

Blaine Jackson New Forum Carrie Lackey

Paul Jacques Omnicare, a CVS Health company

Nitin Jain Sienna Senior Living

Jesse Jantzen Lifespace Communities

Meg Bhambore

Andrew Jeanneret Asbury Communities Eileen

Ryan Jeanneret Omnicare, a CVS Health company

Alfred Johnson National Association for Regulatory Administration

Jeremiah Johnson BlueStep

JJ Johnson Cornell Communications

Nathan Jones Dash Media

Tim Kalbfleisch Wellspring Lutheran Services

Sean Kelly Front Porch

Deborah

Shelby

Andrew Kennard Provision Living Debra

Todd Kiziminski Trilogy Health Services

Erich Ko Hop In Technologies

Derek Koch Embodied Labs

Jay Kogel CarePredict

Colin Kraay StoryPoint Group

David Krebs Benefis Health System

Nikki Kresse Lifespace Communities

Glenn Kroe Sage

Josh Krull Artis Senior Living

Evan Kuo KARE

Elizabeth Story

2024 Senior Living 100 Attendees (as of February 20,

2024)

Executive Company

Tessa Kurtenbach Cubigo

George Kutnerian Wellpointe

Steven Landers, MD Hebrew SeniorLife

Spouse/ Guest

Brian Lane Avenue Development Stacye

Mike Lavallee Seasons Retirement Communities

John Leary Powerback Rehabilitation

Debra Lee Amba Health and Care

Douglas Leidig Asbury Communities Lisa

Kathy LeVee Generations

J.T. Levin August Health

Jerry Liang Benchmark Senior Living

Nick Lindberg HumanGood

Jennifer Lovely Conversion Logix

Sylvie Lucas Sifton Properties Limited Dave

Jessie Lucci AllieHealth Michael

Nicole Maag Brio Living Services Joe

Marcin Malyszko Apploi

Cheryl Manna Nascentia Health

Tisson Mathew Skypoint

Bryant McCann KARE

Scott McClintock Glencroft Center for Modern Aging Rhonda

Tim McGowan Maple Knoll Communities

Kaden McKenzie Senior Sign Kyndal

Carol McKinley Simpson Senior Services Steve

Mary McMullin Front Porch DeWayne

Jeff McSpadden Composure

2024 Senior Living 100 Attendees (as

of February 20, 2024)

Sara McVey Sequoia Living

Murry Mercier PointClickCare

Andrew Miller AARP

Crystal Miller Frontida Management Group

Steve Miller Frontida Management Group

Mike Milligan Aline

Austin Montgomery Senior Housing News

Phillip Moorcraft CLB - Acoustic Monitoring Emma

Steve Moran Senior Living Foresight

Michael Moye WelcomeHome Software

Roberto Muniz Parker Health Group Lilia

Lauren MurrayO’Donnell Genesis HealthCare

Suzanne Myers Lazear Capital Partners Gary

Chris Nall Atria Senior Living Amanda

David Nisivoccia Volunteers of America National Services Teresa

David Norsworthy CANC

Wendy Nowokunski Northbridge Companies

Jeff O'Berry Curana Health Louise

Kevin O'Connor Eldermark

Dan Ogus HumanGood

Jaime Ojeda Eldermark

Doug Olson Vision Centre

Rick Oros Lifespace Communities

Katherine Pack Aline

2024 Senior Living 100 Attendees (as

of February 20, 2024)

Executive Company

Spouse/ Guest

James Palculict Kauhale Health Heather

Fran Palma Covenant Living Communities & Services Jennifer

Juli Pascoe FORVIS

Luke Pastore Roobrik

Nick Patel ThriveWell Tech

Rajiv Patel, MD Bluestone Physician Services

Sheri Peifer Eskaton

Albert Perez MBK Senior Living

Joe Perkin Midwest Health Erica

Jon Petch Amba Health and Care

Joelle Poe Centered Care

Diana Ponterio Country Meadows Retirement Communities

Andrea Prashad Amica Senior Lifestyles

Nicole Pretre Cedar Community

John Price Powerback Rehabilitation

Liat Primor FeelBetter

Greg Puklicz 12 Oaks Senior Living Carolyn

Mohammad Qazi Ciena Healthcare

Gwyn Rahmier Arrow Senior Living

Matt Reiners Uniguest

Darlene Reinke UKG

Shannon Riberdy Bickford Senior Living

Sharon Ricardi Northbridge Companies

Andy Rider Pinnacle Senior Living Carly

2024 Senior Living 100 Attendees (as of

February 20, 2024)

Executive Company

Spouse/ Guest

Jon Riewer Eventide Senior Living Communities Kristine

Mike Roach Lifespace Communities

Brian Robbins Lifespace Communities

Amy Roberts Omnicare, a CVS Health company

Anja Rogers Senior Star

Lisa Rogers Distinctive Living

Terry Rogers Westminster Communities of Florida

Matt Rosa Apploi

Braedan Russell ExaCare Kelsey Kavic

Andrew Salmon SALMON Health and Retirement

John Sauder Mennonite Home Communities Rose

Joe Scherer CCL Hospitality Group

Dave Schleicher UKG

David Schless

American Seniors Housing Association

Nick Schmitt PharMerica Ana

Karen Schulte SCAN Health Plan

Richard Schutt Providence Life Services Linda

John Schwartz CarePredict

Bill Sciortino Discovery Senior Living

Hunter Scott Medline Industries, LP

Isaac Scott Anthem Memory Care

James Scribner Scribner Capital

Steven Servant Strategic Dining Services

Erin Shadbolt Ascension Living

John Shafaee ALIS by Medtelligent

Patrick Sharp WelcomeHome Software

2024 Senior Living 100 Attendees (as of February

20, 2024)

Executive Company Spouse/ Guest

Carrie Shaw Embodied Labs

GeLynna Shaw Life Care Services Tony

Shelly Sievert-Haizel PointClickCare

Kelley Skarp The Arbor Company Kevin

Anthony Spano Netsmart

Jae Sparks Prime Care Technologies

Teresa Spitznagel United Church Homes

Brad Squires ACT - Advance Catastrophe Technologies

Justin Stein Bickford Senior Living

Donovan Steinberg OneDay

Steve Strong Signature Retirement Living

Heath Stukenholtz Senior Care Finder Christie

Seamus Sullivan Embodied Labs

Lee Syria EveryAge

Stephen Taylor CLA

Traci Taylor-Roberts Sodalis Senior Living Lucas

Amanda Tweten Arrow Senior Living

Ted Tzirimis Intrex

Megan Ulrich Maple Knoll Communities

Frank Vedder Life Care Services

Denise Vlantis UKG Chloe

Justine Vogel The RiverWoods Group

LeighAnne Voll Seasons Retirement Communities

Andy Wade Traditions Management

Amy Wagaman Country Meadows Retirement Communities

2024 Senior Living 100 Attendees (as of February 20, 2024)

Executive Company

Timothy Walker Omnicare, a CVS Health company

Michael Wang INSPIREN

Spouse/ Guest

Roger Weideman BHI Senior Living Isabell

Jeff Weiss Age of Majority Marilyn Short

Dane Wheeler Adams Health Network

Arnie Whitman Senior Living Transformation Company

Larry Williams Dreamscape Marketing

Jill Wilson Otterbein SeniorLife Steve

Kevin Winn Eldermark

Shelley Wisnowski Select Rehabilitation

Ben Zaniello, MD Best Buy Health

Bryan Ziebart Insight Living

Gina Zimmermann The Joint Commission

Please Note: The attendee list included in this Cocktail Book is as of February 20, 2024. Please see Senior Living 100 Attendee Resources for the most up-to-date attendee list: seniorliving100.com/attendee-resources

12 Oaks Senior Living

Dallas, TX

12oaks.com

Based in Dallas, Texas, 12 Oaks Senior Living brings over 30 years of best-in-class senior living experience to clients, providing highly effective and exceptional thirdparty management and consulting services to senior living communities.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 40

# Total Beds/Units: 2,764

# AL Units: 1,534

# IL Units: 774

Est. 2024 Revenue: $132MM

Operating In: AZ, MA, NE, OK, TX, WI

Greg Puklicz President

gpuklicz@12oaks.com

Spouse/Guest: Carolyn. • I’d like to share: Our challenges, successes and opportunities as we have grown our management platform over the past few years, emerging as a best-in-class regional operator in senior housing . • I’d like to learn: Even more ways to better serve our trusted partners in senior housing . • A skill everyone should have: The ability to serve others and help them achieve their summit. • A song/lyric that describes my life: "Takin' Care of Business."

Speaker

AARP

Washington, DC agetechcollaborative.org

AARP is the nation’s largest non-profit, non-partisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence and nearly 38 million members, AARP strengthens communities and advocates for what matters most to families: health security, financial stability and personal fulfillment

New Initiatives or Future Plans

The AgeTech Collaborative™ from AARP® brings together a one-of-a-kind ecosystem of startups, investors, enterprises and test beds, all working to bring ground-breaking AgeTech innovations to market

Andrew Miller

SVP AARP Innovation Labs

amiller@aarp.org

I’d like to share: AgeTech is the future of making it easier for us all to age better. • I’d like to learn: What is top of mind for operators in 2024? • A skill everyone should have: Learning how to become an AI prompt master

Abe’s Garden Community

Nashville, TN

abesgarden.org

AGC is a 501(c)3 non-profit organization and I'm Still Here Center® of Excellence training hub. We offer residential care (IL, AL, and MC), as well as home care, and day programming specializing in research-based dementia care and engagement. There are plans to add 20 MC and 20 AL units. AGC was named a dementia design groundbreaker in the World Alzheimer Report 2020

Primary Organization Type: AL/IL

Tax Status: Not for Profit

# Communities: 1

# Total Beds/Units: 130

# AL Units: 21

# IL Units: 67

Est. 2024 Revenue: $15MM

Operating In: TN

Susannah Dwyer

CEO

sdwyer@abesgarden.org

I’d like to share: The approach that AGC and our Hearthstone Centers of Excellence take towards engagement at every step of the continuum: private duty, adult day program, IL, AL, and MS is what drives our occupancy. • I’d like to learn: What are the biggest pain points outside of labor? • A skill everyone should have: Communication. If you don't communicate, connect, collaborate with, and listen to team members from the front-line to the C-suite, there will be missed opportunities .

ACT - Advance Catastrophe Technologies

Wichita, KS

actcat.com

Advance Catastrophe Technologies (ACT) provides disaster planning, response and recovery for over 10,000 commercial properties across the United States and Canada. Specializing in water, fire, environmental, and storm restoration, ACT is dedicated to serving its clients with a proactive approach to all disasters, with the goal of minimizing business interruptions

New Initiatives or Future Plans

In 2024, ACT is working to expand our services beyond disaster restoration. These new services will include proactive facility management and full vertical transportation consulting.

Category: Disaster Recovery

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 100

Brad Squires

VP Business Development

bradley.squires@actcat.com

I’d like to share: “The only way to do great work is to love what you do.” • I’d like to learn: How senior living communities have been proactive in protecting their pipes from freezing during another Polar Vortex. • A skill everyone should have: Listening skills. You learn so much more by just listening .

Adams Health Network

Decatur, IN

adamshospital.org

Adams is an integrated health network consisting of a hospital, two senior living communities, and over 60 owned practitioners

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 2

# Total Beds/Units: 518

# AL Units: 58

# IL Units: 100

# SNF Beds: 200

Operating In: IN

Dane Wheeler

CFO & Director, Senior Living Services

dane.wheeler@adamshealthnetwork.org

I’d like to share: Interesting non-healthcare discussions are always welcome. • I’d like to learn: Innovative ideas to better serve my residents and retain associates. • A skill everyone should have: One important skill everyone should have is resourcefulness

Age of Majority

Gloucester, MA

ageofmajority.com

We are a research-driven marketing consultancy that is uniquely positioned to help brands and organizations uncover unmet needs that make products and services more desirable, useful and marketable to older adults. We do this by uncovering insights with older adults, developing and validating specific opportunities and bringing existing or new opportunities to life

New Initiatives or Future Plans

Our insights are powered by our online community called Revolution55 that was launched in 2020. As a TedX Talk speaker, Jeff is an engaging and inspiring speaker for both corporate audiences and individuals on the topic of active aging.

Jeff Weiss President & CEO

jeff@ageofmajority.com

Spouse/Guest: Marilyn Short. • I’d like to share: I am about to turn 60 and my goal is to inspire people (of all ages) to get over the FOGO (Fear Of Getting Older) so that they can take action now so that getting older is the best part of their life . • I’d like to learn: What senior living operators are doing to meet the needs and change the perceptions about senior living with older adults . • A skill everyone should have: Be curious, ask questions and explore new things. Because life is too short not to enjoy every moment of it. • A song/lyric that describes my life: "We're here for a good time, not a long time."

AION Biosystems

Lowell, MA aionbiosystems.com

We harness our wearable technology and software platform to identify infection early – before it becomes life-threatening. Through our TempShield, we can be the difference between an antibiotic and an ICU visit. By tracking body temperature continuously for 60 days, our device provides an extra set of eyes on patients and relieves workflow pressures.

New Initiatives or Future Plans

We are deploying with major long-term care and assisted living facilities. We will offer the TempShield device with the option of CMS remote patient monitoring reimbursement or as an additional non-covered healthcare offering for residents.

Samara

Barend

CEO

sam@aionbiosystems.com

Spouse/Guest: Thomas Devlin. • I’d like to share: Being a life-long Buffalo Bills fan and the youngest woman to run for Congress, I've learned to bounce back from defeat. I like to call it resilience, some call it masochism! • I’d like to learn: The greatest challenges attendees encounter as they work to ensure the health and wellbeing of their residents. • A skill everyone should have: The ability to treat everyone with respect is a skill that motivates cooperation, diffuses disagreement, and would change the world if everyone possessed it . • A song/lyric that describes my life: "All Will Be Well" by Gabe Dixon or the lyrics to "Tubthumping" by Chumbawamba. "I get knocked down and I get up again!"

Aline

Louisville, KY

alineops.com

Aline offers an integrated suite of senior living software that unites critical workflows across sales and marketing, operations, leasing, billing, and resident care. By bringing together all in one easy-to-use interface, senior living operators can drive better performance, efficiency and resident experiences at every level

New Initiatives or Future Plans

Aline builds advanced solutions that solve senior living operators' most pressing challenges — from increasing census and occupancy to minimizing data entry and paperwork — so they can meet their business goals and improve resident outcomes

Category: CRM Services/Software & Data Analytics

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 250

Max Fishler

National Account Executive

max.fishler@alineops.com

I’d like to share: How Aline is providing solutions to both our current customers and new prospects post-merger (Enquire, Sherpa, Glennis). • I’d like to learn: The biggest challenge executives are facing in 2024 in the senior living space . • A skill everyone should have: Active listening because when people take the time to listen/ understand what the other person is saying, it will lead to better conversations .

Aline

Louisville, KY

alineops.com

Mike Milligan

National Account Executive

mike.milligan@alineops.com

I’d like to share: I absolutely love to travel and experience new food, cultures, and traditions. Next stop is Costa Rica! • I’d like to learn: Your dream destination that you have been to or is on your bucket list to visit. • A skill everyone should have: Making pancakes. • A song/lyric that describes my life: "Black Betty" by Ram Jam

Katherine Pack

National Account Executive

katherine.pack@alineops.com

I’d like to share: How transformative the Aline software suite can be for senior living at large! We focus on the entire community from sales, clinical, leasing, financial, resident engagement, quality and more! • I’d like to learn: Where do your communities need help? Does this lie within occupancy, efficiency of staff, retention, workflows, or something else? • A skill everyone should have: The ability to read a room and the people in it. People are so focused on themselves, they forget about the world around them. • A song/lyric that describes my life: "When you've seen beyond yourself / Then you may find peace of mind is waiting there / And the time will come when you see we're all one / And life flows on within you and without you" – The Beatles

ALIS by Medtelligent

Chicago, IL medtelligent.com

ALIS by Medtelligent is the leading operational and electronic health record software for assisted living and memory care portfolios. ALIS has become the go-to software for assisted living companies because of its easy use, exceptional customer service, purpose-built app store, and data science practice

New Initiatives or Future Plans

In January of 2024, Medtelligent successfully completed the beta testing of its Move-Out Predictor (MOP) in over 300 communities at an average accuracy rate of 80%. The MOP model was trained on ALIS data but can run on any software's dataset

Category: Healthcare Technology

Who We Serve: AL/IL, Memory Care

# Employees: 55

John Shafaee CEO

john.shafaee@medtelligent.com

I’d like to share: As a first-time attendee of Senior Living 100, I'm looking forward to meeting old friends and making new ones . • I’d like to learn: The future of assisted living and vision for how the industry will evolve over the next 5-10 years to meet the new generation of residents. • A skill everyone should have: How to access and work with data. Basic knowledge in this area arms you with a solid foundation for making decisions and looking at scenarios objectively. • A song/lyric that describes my life: "My Way" by Frank Sinatra

trisha.cole@medtelligent.com

I’d like to share: As a first-time Senior Living 100 attendee, I'm looking forward to learning more about how it compares to previous experiences. • I’d like to learn: About different company's visions and approaches for the next 5-20 years in the industry. • A skill everyone should have: The ability to take accurate and objective notes without filtering the information . • A song/lyric that describes my life: "Doin' This" by Luke Combs and "Long Live" (Taylor's Version) by Taylor Swift .

Trisha Cole Marketing

AllieHealth

Austin, TX

alliehealth.com

AllieHealth is a software solution that helps senior living operators increase care revenue by capturing unscheduled care and ancillary tasks from care staff via smart gamification and alerting teams on care usage/condition changes. We also empower executives with real-time visibility to manage by exception, on phones in three clicks, to zoom in from portfolio to region to community

New Initiatives or Future Plans

We continue to add products that help operators combat margin compression. Beyond capturing additional care revenue, we are adding scheduling and workflow optimization tools to decrease labor costs by improving scheduling and operational efficiency.

Category: Margin & Care Revenue Optimization Software

Who We Serve: AL/IL, Life Plan Communities, Memory Care

# Employees: 10

Jessie Lucci Founder & CEO

jessie@alliehealth.com

Spouse/Guest: Michael. • I’d like to share: AllieHealth helps operators improve margins. Before Allie, I led Lime North America, where I breathed labor management and margin. I joined senior living because of my family. I was a senior living caregiver for a month for research. • I’d like to learn: 1) Two key strategic initiatives that operators are implementing for the next 18 months, and 2) Two macro trends that operators identified for the next 10 years . • A skill everyone should have: The skills to engage care staff — the industry’s most precious resource, the critical workforce that touches the care revenue and quality, largest cost line, and risks. • A song/lyric that describes my life: "I Hope You Dance." "Never fear those mountains in the distance / Never settle for the path of least resistance / Livin' might mean takin' chances, but they're worth takin.'"

Amba Health and Care

London, UK amba.co

Amba provides alerts to caregivers ensuring residents’ wellbeing and safety are monitored in a personalized, responsive and efficient manner. Data is gathered through discreet sensors; our dashboard automatically provides alerts and insights delivering efficient and effective care (up to 40%), providing more capacity. In the words of an operator: "Amba is a game changer."

New Initiatives or Future Plans

Amba integrates best-in-class hardware from other vendors bringing data, insights and alerts into one app and dashboard allowing caregivers to get on with their work. We are currently testing a medication and continence management, gait and smart toilet systems.

Category: Caregiver Productivity

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 40

Debra Lee

Director, Business Development

debra.lee@amba.co

I’d like to share: It’s good to talk. Let’s find better ways to work in partnership together as operators and suppliers. • I’d like to learn: How to continue conversations after the event and turn intent into action. What would a meaningful business case be for deploying tech – qualitative and quantitative benefits ? • A skill everyone should have: To be able to stand in someone else’s "shoes" and experience their world . • A song/ lyric that describes my life: "All You Need is Love." Every line in that song applies!

Amba Health and Care

London, UK

amba.co

Jon Petch

Commercial Director

jon.petch@amba.co

I’d like to share: How technology adoption has positively impacted client outcomes. By sharing real-world examples, we can inspire further ideas and innovation to improve the quality of service in our industry. • I’d like to learn: Your favorite ways to stay connected after an event. It's important for us to know whether you prefer email, social media, direct calls, or something else entirely. • A skill everyone should have: Active listening. It involves more than just hearing words; it's about comprehending, showing empathy, and responding appropriately. • A song/lyric that describes my life: My dedication to both my strongman training and family, along with my love for motorcycles and fast cars, is reflected in the Daft Punk song "Harder, Better, Faster, Stronger."

American Seniors Housing Association

Washington, DC whereyoulivematters.org

The American Seniors Housing Association represents approximately 500 organizations involved in the financing, development, and operation of the full spectrum of housing and services for older adults – including active adult, independent living, assisted living, memory care, and life plan communities. ASHA’s members collectively own/operate around 750,000 units in the U.S.

New Initiatives or Future Plans

Where You Live Matters provides unbiased information from industry experts, providers, academics, physicians, residents and families so that they have the facts they need to make informed decisions about their future.

David Schless President & CEO

david@ashaliving.org

I’d like to share: ASHA welcomes collaboration with the various industry organizations, and I am looking forward to participating in the discussion at the conference with my colleagues from NIC and Argentum. • I’d like to learn: Opportunities to showcase the benefits of senior living to older adults and their families. • A skill everyone should have: The ability to listen. • A song/lyric that describes my life: "In Memory of Elizabeth Reed."

Amica Senior Lifestyles

Toronto, ON amica.ca

Amica Senior Lifestyles is setting a new standard for senior living in Canada by combining unparalleled premium hospitality and amenities with expert care and support to deliver a personalized senior living experience.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 40

# Total Beds/Units: 5,000

# AL Units: 5,000

Operating In: Canada

Andrea Prashad

SVP Resident Experience & Risk Management

a.prashad@amica.ca

I’d like to share: I like to mine for gems in companies – both in brand and people; and have a passion for building and leading teams that change the organizational system to improve the customer experience. • I’d like to learn: How different companies are getting ready for the future customer, and their early insights on using AI. • A skill everyone should have: Relentless focus on making team members feel capable, connected and valued. I believe that the customer experience is, ultimately, a reflection of the culture .

Anthem Memory Care

West Linn, OR

anthemmemorycare.com

Anthem's sole focus is providing highly specialized care for individuals affected by Alzheimer's and other dementias. Each of our communities has been strategically designed in consideration of the needs of their residents. Our goal is to enrich the lives of every resident and offer peace of mind to family members

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 21 (1 in development)

# Total Beds/Units: 1,350

# AL Units: 1,350

Est. 2024 Revenue: $95MM

Operating In: AR, CA, CO, IL, KS, MN, OH, OR, TN, WA

Isaac Scott

CEO

iscott@anthemmemorycare.com

I’d like to share: Looking for inspiration for you and your team? Check out Kara Lawson (Duke University Women's Basketball Coach) speech about how life doesn't get easier, we just learn to "do hard better." Awesome! • I’d like to learn: In a time with great hope and enthusiasm, I am so excited to learn from operators, vendors and capital partners on how they are adapting for the future. • A skill everyone should have: Knife juggling. If you can handle that you can handle anything. • A song/lyric that describes my life: "Always remember there was nothing worth sharing / Like the love that let us share our name."

Apploi

New York, NY apploi.com

Apploi is transforming how healthcare hires with all-in-one software that empowers companies to attract, hire, and manage healthcare staff. Working with over 8,000 healthcare organizations across the United States, Apploi helps leaders solve the industry’s most pressing problem: how to provide superb care in the midst of a candidate shortage

New Initiatives or Future Plans

Apploi’s new shift management platform, OnCall, helps your team gain control of labor spend and manage the staff experience from candidate acquisition through scheduling – all from one platform

Category: Hiring Software

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 150

Marcin Malyszko

Senior Enterprise Account Executive

marcin@apploi.com

I’d like to share: I love working with companies in this space. Having had the pleasure of working with Apploi almost four years , I personally brought on some of the largest home health companies. • I’d like to learn: 2024 outlook, new technologies, strategies that worked in 2023. • A skill everyone should have: Communication

Matt Rosa

Enterprise Account Executive

matt.rosa@apploi.com

I’d like to share: Apploi has released a new smart scheduling software in 2024 that is saving senior living organizations hundreds of thousands a month in overstaffing, agency spending, and overtime spending!! • I’d like to learn: Your thoughts on the use of AI in senior living. • A skill everyone should have: An open mind – technology is evolving at lightning speed and there are always new ways to optimize the efficiency of your organization . • A song/lyric that describes my life: "Don't Dream It's Over" by Crowded House.

The Arbor Company

Chapin, SC

arborcompany.com

The Arbor Company is a 3rd party management company with over 30 years of experience serving seniors. We are proud to be certified a Great Place to Work and Fortune Best Workplaces in Aging Services. Our residents are the center of our universe

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 50

# Total Beds/Units: 6,000

# AL Units: 4,300

# IL Units: 1,700

Est. 2024 Revenue: $425MM

Operating In: FL, GA, IL, MD, NJ, NC, PA, SC, TN, TX, VA

Kelley Skarp

SVP Sales & Marketing

kskarp@arborcompany.com

Spouse/Guest: Kevin. • I’d like to share: Our industry has certainly been very dynamic throughout my 25-year career, especially the last few, but I have to tell you, I’m especially excited about what is yet to come. • I’d like to learn: With so much data at our finger tips, how do we leverage and harness data for best outcomes? • A skill everyone should have: Ability to connect with people. Communication that produces forward progress comes from an ability to connect

Argentum

Washington, DC argentum.org

Argentum is the leading national trade association serving companies that own, operate, and support professionally managed senior living communities.

James Balda President & CEO

jbalda@argentum.org

Arrow Senior Living

St. Charles, MO

arrowseniorliving.com

Arrow Senior Living is driven by a commitment to achieve results. Technology, proactive sales, and efficiency thread every aspect of the operation. Arrow prides itself on the longevity of its core team, as many of those seats are held today by the same individuals who worked in the trenches during the company’s earliest turnaround days.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 33 (5 in development)

# Total Beds/Units: 4,398

# AL Units: 2,216

# IL Units: 2,182

Est. 2024 Revenue: $230MM

Operating In: AR, IL, IA, KS, MO, OH

Stephanie Harris CEO

stephanie@turnaround-solutions.com

I’d like to share: Technology strategies! • I’d like to learn: I am looking forward to the thought provoking sessions. I always find the meetings trigger new ideas. • A skill everyone should have: Sales! • A song/lyric that describes my life: "I Won't Back Down" by Tom

Petty

Artis Senior Living

McLean, VA

artisseniorliving.com

Artis Senior Living is a premier owner-operator of memory care communities committed to providing the finest level of memory care through individually designed programs combined with a compassionate dedication to each resident’s comfort and needs. Its portfolio includes over 25 assisted living residences in operation, planning, or under construction nationwide that are dedicated to serving seniors affected by Alzheimer’s and other forms of dementia

Primary Organization Type: AL/IL

Tax Status: For Profit

Josh Krull President & CEO

jkrull@artissl.com

Asbury Communities

Frederick, MD asbury.org

We are a 100-year-old company providing an array of services to our residents. We utilize cost-effective technology to enhance our residents' lives and leverage our sizable foundation to deliver those services.

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 8

# Total Beds/Units: 4,268

# AL Units: 560

# IL Units: 2,212

# SNF Beds: 757

Est. 2024 Revenue: $275MM

Operating In: DE, MD, PA, TN

Douglas Leidig

President & CEO

dleidig@asbury.org

Spouse/Guest: Lisa. • I’d like to share: I appreciate seeing more and more industry leaders willing to discuss partnerships and collaboration – Asbury is excited to participate in those discussions. • I’d like to learn: How others are starting to leverage AI in their operations and strategy to help those not only on the front-line but senior leadership. • A skill everyone should have: Diplomacy – dealing with conflict among senior leaders. When your team is type A, conflict will happen. Quick resolution is needed despite good ideas on both sides . • A song/lyric that describes my life: "Life is a Highway" by Rascal Flatts and "Three Little Birds" by Bob Marley

Asbury Communities

Frederick, MD asbury.org

Andrew Jeanneret

CFO

ajeanneret@asbury.org

Spouse/Guest: Eileen. • I’d like to share: We need to constantly look for new or innovative ways to serve our customers at the lowest cost we can afford. Advances in technology help but we need to be judicious on what technology we adopt. • I’d like to learn: What new technology or approach have you recently adopted to serve your customer and the outcome? • A skill everyone should have: To be able to quickly understand the cost and benefit of a new product, service or idea. People have a tendency to overstate the upside and fall short of assessing the risk. • A song/lyric that describes my life: "Life is a Highway."

Ascension Living

St. Louis, MO

ascensionliving.org

Ascension Living is based in St. Louis, Missouri. We are a mission-driven, not-for-profit, Catholic, senior care provider. Our communities offer independent and assisted living, memory support, rehabilitation and long-term care

Primary Organization Type: SNF

Tax Status: Not for Profit

# Communities: 34

# Total Beds/Units: 5,800

# AL Units: 1,000

# IL Units: 1,000

# SNF Beds: 3,800

Est. 2024 Revenue: $295MM

Operating In: DC, FL, IL, IN, KS, MD, MO, NY, OK, TN, TX

Erin Shadbolt Chief Nursing Officer

erin.shadbolt@ascension.org

I’d like to share: I am fairly new to senior living – just a little over a year experience, but I love it! • I’d like to learn: What are the latest and greatest things people are trying to improve outcomes in senior living? • A skill everyone should have: The ability to swim. • A song/lyric that describes my life: "I Want a Hippopotamus for Christmas." I love animals and would love to have all kinds of different animals at my house

Ascension Living

St. Louis, MO

ascensionliving.org

Molly Gaus

Senior Director, Marketing & Communications

molly.gaus@ascension.org

I’d like to share: Senior living is about serving those who served us before. • I’d like to learn: What does the future of senior living look like? • A skill everyone should have: How to write in simple terms. • A song/lyric that describes my life: "You may say I'm a dreamer, but I'm not the only one." – John Lennon

Kellie Gronefeld

Senior Director, Operational Excellence

kellie.gronefeld@ascension.org

I’d like to share: I believe senior care continues to be an important and valuable part of the healthcare continuum. • I’d like to learn: What surprised you in our industry this past year?

• A skill everyone should have: The ability to tell an authentic story. Storytelling can have a strong strategic impact, help shift culture, and remind people of the organization's mission.

Atlas Senior Living

Birmingham, AL atlasseniorliving.com

Atlas started with a 60-bed memory care community in Georgia. We now have 25 operational communities with several more under development and/or under contract to purchase. We believe there will be unique opportunities to continue to grow in a smart way over the next 24 months as we continue to pull out of this pandemic world

Primary Organization Type: AL/IL

Tax Status: For Profit

Operating In: AL, FL, GA, KY, MS, SC, TN, TX

khenderson@atlasseniorliving.com

Atria Senior Living

Louisville, KY

atriaseniorliving.com

Recognizing the challenges of aging, we are dedicated to encouraging a fulfilling lifestyle and promoting independence. Exceptional service for our residents; growth, development and rewards for our employees; viability for the long-term for our company. We listen. We engage life with pride, professionalism, creativity and fun

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 342

# Total Beds/Units: 43,000

# AL Units: 9,000

# IL Units: 31,000

Operating In: AZ, CA, CO, CT, FL, GA, IL, ME, MA, MI, NV, NJ, NY, NC, PA, RI, SC, TN, TX, Canada

chris.nall@atriaseniorliving.com

Spouse/Guest: Amanda. • I’d like to share: Very interested in learning and sharing best technology practices within our industry. • I’d like to learn: How would you describe innovation? • A skill everyone should have: Patience. • A song/lyric that describes my life: "I do not and will not fear tomorrow because I feel though today has been enough" – Zach Bryan

Chris Nall Chief Technology Officer

August Health

North Royalton, OH augusthealth.com

August Health is the easy-to-use EHR platform that caregivers love. The platform is renowned for improving care quality, simplifying compliance, and streamlining resident onboarding. Since launching in 2020, August Health has been adopted by leading operators including Priority Life Care, Leisure Care, and Bickford Senior Living

New Initiatives or Future Plans

In 2024, August Health will release new products and capabilities that support senior living caregiving and operations, including business insights and an eMAR. We’re happy to provide more details about our upcoming product releases in 1:1 conversations

Category: AL Software

Who We Serve: AL/IL, Memory Care

# Employees: 30

Erez Cohen

Co-Founder

erez@augusthealth.com

I’d like to share: 2023 was a big year for our team. Just a year after announcing plans for national expansion, we’re working with operators including Priority Life Care, Bickford Senior Living, and Koelsch Communities. • I’d like to learn: What keeps operators up at night about their organizations? • A skill everyone should have: The ability to focus on what matters most.

August Health

North Royalton, OH

augusthealth.com

J.T. Levin

Head of Sales

jt@augusthealth.com

I’d like to share: We're excited to share how an easy-to-use, modern EHR, specifically built for the challenges of AL and memory care communities, can improve resident care, staff happiness, and financial performance. • I’d like to learn: How operators are thinking about their technology roadmap and the immense opportunities that technology will power in the coming years . • A skill everyone should have: Empathy. It's at the heart of what makes humans special and the root of so much positive change in the world. • A song/lyric that describes my life: “I hope you never lose your sense of wonder / You get your fill to eat but always keep that hunger” – "I Hope You Dance" by Lee

Ann Womack

Avenue Development

Indianapolis, IN

avenuedev.com

Avenue is a full service real estate development and advisory group focused on innovative solutions for wellness centered healthcare and senior living properties. While the majority of our focus is directed to senior living properties, we do have extensive experience with Medicare Advantage Clinics and medical office space. Our first AA community is set to open in late 2024.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 2 (4 in development)

# Total Beds/Units: 306

# AL Units: 120

# IL Units: 150

Est. 2024 Revenue: $17MM

Operating In: IN, MI, PA

Brian Lane

VP Strategic Development

blane@avenuedev.com

Spouse/Guest: Stacye. • I’d like to share: Through our Viva Bene portfolio, we are working hard to bring a new method of senior living to the market that is affordable and is focused on proactive health. • I’d like to learn: As we look to help solve for the middle market crisis, what are some things you are working on or have implemented to help with this issue? • A skill everyone should have: Good in-person communication skills. The obsession with phones and being online has negatively affected the art of personal communication in so many young adults . • A song/lyric that describes my life: "If you only do what you can do, you will never be more than who you are."

Benchmark Senior Living

Waltham, MA

benchmarkseniorliving.com

Benchmark Senior Living is New England’s largest senior living provider with 65 independent living, assisted living, memory care and continuing care communities. Founded over 27 years ago with the purpose of Transforming Lives Through Human Connection, Benchmark has set the industry standard, having won more than 300 hundred local, regional, and national awards

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 65

# Total Beds/Units: 6,141

# AL Units: 5,003

# IL Units: 998

# SNF Beds: 140

Est. 2024 Revenue: $716MM

Operating In: CT, ME, MA, NH, NY, RI, VT, VA

John Hartmayer

COO & EVP

jhartmayer@benchmarkquality.com

Spouse/Guest: Ellyn.

Jerry Liang

CFO & EVP

jliang@benchmarkquality.com

I’d like to share: Congratulations to everyone in our industry for persevering through an unprecedently difficult four years. It was truly the proverbial 100-year flood, but better days lie ahead. • I’d like to learn: How you're managing through tough people decisions in recent years and integrating new people for the future? • A skill everyone should have: Dynamic decision making and determination. Eliminate obvious bad options quickly. Push through tough choices and when facing each obstacle, "find a way." • A song/lyric that describes my life: "Whatever It Takes" by Imagine Dragons.

Benefis Health System

Great Falls, MT

benefis.org

Benefis Health System is one of the largest health systems in Montana. It was founded in 1892. As a not-for-profit community health system, Benefis is driven to provide the highest level of care. We serve nearly 230,000 residents across a 15-county region that is bigger than Connecticut, Massachusetts, New Hampshire and Vermont combined

Primary Organization Type: SNF

Tax Status: Not for Profit

# Communities: 1

# Total Beds/Units: 217

# AL Units: 71

# SNF Beds: 146

Est. 2024 Revenue: $40MM

Operating In: MT

David Krebs

COO, Senior Services

davidkrebs@benefis.org

Spouse/Guest: Elizabeth Story. • I’d like to share: Taking care of seniors is my second career. I am very passionate of what I do. • I’d like to learn: Where you see us in five years and why • A skill everyone should have: Being open-minded. • A song/ lyric that describes my life: "Walk This Way."

Best Buy Health

Richfield, MN

bestbuy.com

Wellness technology, assistive technology, expert guidance. With a comprehensive portfolio of wellness technology, we help make healthcare more accessible for members, increase engagement, reinforce positive outcomes, and reduce emergencies – 7.1M Caring Center calls per year –1,100+ compassionate advisors

New Initiatives or Future Plans

Continuous glucose monitoring system; partnership with Mass General Brigham to expand Healthcare at Home; collaboration with Geisinger to support tech-driven care in home

Who We Serve: AL/IL

# Employees: 5,000

Ben Zaniello, MD Chief Medical Officer

ben.zaniello@bestbuy.com

I’d like to share: I’m an infectious disease doctor and still love to talk about Covid-19. • I’d like to learn: Where do they feel held back by technology in senior living? • A skill everyone should have: Empathy. In every human encounter, doctor/ patient, vendor/customer, parent/child, we need to look for shared connections.

BHI Senior Living

Indianapolis, IN bhiseniorliving.org

BHI Senior Living has nine life plan communities in the midwest. Each community provides high-quality, maintenance-free residences; a full continuum of healthcare services, including assisted living, memory care, skilled nursing, and rehabilitation services; and a fulfilling lifestyle for active seniors

Primary Organization Type: Life Plan Communities

# Communities: 9

Tax Status: Not for Profit

Operating In: IN, MI, OH

Roger Weideman SVP & CFO

rweideman@bhiseniorliving.org

Spouse/Guest: Isabell.

Dan Carr

VP Operations

dcarr@bhiseniorliving.org

Bickford Senior Living

Olathe, KS

bickfordseniorliving.com

Bickford Senior Living is second generation family business. Bickford was built specifically for a family member, Mary Bickford. We keep the resident at the center of everything we do.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 58

# Total Beds/Units: 2,700

# AL Units: 2,800

# IL Units: 200

Est. 2024 Revenue: $250MM

Operating In: IL, IN, IA, KS, MI, NE, OH, VA

alan.fairbanks@bickfordseniorliving.com

I’d like to share: I am actually working two roles currently. In addition to Bickford Senior Living, I am working with Serviam Care Network focusing on value-based care opportunities for operators and other revenue. • I’d like to learn: What you are doing to become engaged with and learn about value-based care . • A skill everyone should have: A learner mindset and being an active listener.

Alan Fairbanks Owner

Bickford Senior Living

Olathe, KS

bickfordseniorliving.com

Shannon Riberdy

SVP Operations

shannon.riberdy@bickfordseniorliving.com

I’d like to share: Bickford Senior Living's Care Model: The Higher Path senior health model that is changing the way America cares for seniors. • I’d like to learn: How to utilize AI for risk management. • A skill everyone should have: Emotional intelligence. It allows you to successfully coach teams, manage stress, deliver feedback, collaborate with others, and display empathy. • A song/lyric that describes my life: "Roll With the Changes."

Justin Stein

VP Sales & Marketing

justin.stein@bickfordseniorliving.com

BlueStep

Farmington, UT

bluestep.net

Senior living success requires strategic data and information management. Do you control your EHR, or vice-versa? Hard-coded software, excel files, siloed structures, cloud drives, and workarounds don't constitute a tech strategy. With BlueStep's software PLATFORM, providers can tailor, control, construct, and consolidate according to their precise strategic needs

New Initiatives or Future Plans

DeepBlue – Master Data Reservoir collection, management, and publication of all company data. White Label – turn any custom development into your own IP/SaaS for Resale. Conversations – SMS Chat embedded in the CRM/EHR. All HIPAA Secure

Category: Enterprise Software

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 30

Jeremiah Johnson Chief Strategy Officer

jjohnson@bluestep.net

Spouse/Guest: Deborah. • I’d like to share: Why having 7.5 kids was the best idea I never had. • I’d like to learn: What makes your life meaningful and why? • A skill everyone should have: Be intentful: reflect on your thoughts and "evaluate your path." Every action, whether positive or negative, constructive or destructive, originates from a seed of thought. • A song/lyric that describes my life: "Stop This Train" by John Mayer. Life moves so fast!

Bluestone Physician Services

Stillwater, MN bluestonemd.com

Bluestone Physician Services care for chronic and complex patients in independent living, assisted living and group home settings. We focus on providing the best outcomes for our patients, employees and our partners. We do that through our values which are dedication, excellence, collaboration and care. In 2023, Bluestone had the highest saving per patient in MSSP.

Rajiv Patel, MD CEO

rajiv.patel@bluestonemd.com

I’d like to share: At Bluestone, we believe the best way to create stability regarding our patients'/residents' needs is to have the medical team fully collaborating with the community • I’d like to learn: What can the medical team do to improve outcomes for the communities that we serve today and in the future ? • A skill everyone should have: Listening because it is a great way to learn something new, who to emulate and learn what not to do. • A song/lyric that describes my life: "Maybe it's time we got back to the basics of love" from "Luchenbach Texas" by

Waylon Jennings

Brio Living Services

Chelsea, MI

mybrio.org

Brio Living Services has been serving older adults for more than 160 years. Today, we offer state-of-the-art senior living options on both the east side and west side of Michigan. We deliver a continuum of care that includes independent and assisted living, skilled nursing and rehabilitation, and dementia care

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 14

# Total Beds/Units: 1,388

# AL Units: 252

# IL Units: 990

# SNF Beds: 146

Est. 2024 Revenue: $170MM

Operating In: MI

Michelle Baldwin Henderson

CHRO

mbaldwin@mybrio.org

Spouse/Guest: Jim. • I’d like to share: I am passionate about helping organizations improve their leadership engagement and working with leaders in groups or individually to get out of their own way so that they can be at their best! • I’d like to learn: How to sustain connection with other leaders who push the status quo and are willing to take risks/be the first to do something. Learning new and innovative ways to lead and overcome obstacles. • A skill everyone should have: The confidence and ability to genuinely and authentically connect with other human beings from all walks of life by being curious, caring, and having an open mind and heart . • A song/ lyric that describes my life: “What a Wonderful World.”

Brio Living Services

Chelsea, MI

mybrio.org

Nicole Maag

Chief, Residential Services

nmaag@mybrio.org

Spouse/Guest: Joe. • I’d like to share: The power of coaching as an authentic leadership style. • I’d like to learn: How other organizations are planning for the future – how we can be purposeful, passionate and intentional about the influx of seniors into the industry. • A skill everyone should have: Genuine curiosity and the ability to ask an impactful softball question. • A song/lyric that describes my life: "But I keep cruising / Can't stop, won't stop moving / It's like I got this music in my mind / Saying it's gonna be alright" – Taylor Swift

CANC

Fort Smith, AR

Central Arkansas Nursing Centers is a very vertically-integrated company focused on developing comprehensive LTC and PAC services in Arkansas

Primary Organization Type: SNF

Tax Status: For Profit

# Communities: 38

# Total Beds/Units: 4,250

# AL Units: 100

# IL Units: 230

# SNF Beds: 4,100

Est. 2024 Revenue: $100MM

Operating In: AR, OK

Photo not Available

David Norsworthy

Owner & Operator

david@norsworthyconsulting.com

I’d like to share: I am looking forward to the conference. • I’d like to learn: Studying models of senior housing and the convergence with senior healthcare. • A skill everyone should have: Listening and understanding, not just hearing

CareAcademy

Boston, MA

careacademy.com

CareAcademy’s mission is to accelerate the world’s transition to a caregivercentric healthcare system by elevating caregivers and enabling excellent health outcomes. With a care enablement platform that offers accessible and engaging training content, streamlined technology solutions, and measurable insights, we are transforming the way we train essential caregivers

New Initiatives or Future Plans

CareAcademy will integrate our training platform with payroll systems to streamline administrative processes. We are also expanding our training curriculum to include specialized programs for dining roles within senior living facilities

Category: Training & Education

Who We Serve: AL/IL, Life Plan Communities, SNF

# Employees: 60

Steven Goldschmidt Chief Revenue Officer

sgoldschmidt@careacademy.com

I’d like to share: I have spent my career working with post-acute technology companies with a mission of bringing innovation to senior care. • I’d like to learn: Topics and opportunities for caregiver upskilling. • A skill everyone should have: Patience.

Tracy Huckabee

VP Content & Quality

thuckabee@careacademy.com

I’d like to share: Developing and accelerating staff competencies really begins with your training program design. As the VP of content and quality at CareAcademy, I love sharing learning and upskilling best practices. • I’d like to learn: Your key onboarding, training, upskilling and retention needs . • A skill everyone should have: Curiosity and a growth mindset. • A song/lyric that describes my life: "Choose the path you want and take it / If you don’t fit the mold, doesn’t matter, go on and break it." "Couldn't be better" by Kelly Clarkson.

CarePredict

Plantation, FL carepredict.com

CarePredict's comprehensive platform delivers predictive analytics, enabling preventive care and staff optimization. With proven results like 67% increased length of stay, 39% reduced hospitalizations, and 69% fewer falls, communities using CarePredict can realize significant cost savings and revenue growth through improved occupancy rates and optimized staffing

New Initiatives or Future Plans

Our remote monitoring platform, CareGuide, captures residents' vitals, ensuring prompt documentation of health data. Coming soon is our Planned Services dashboard that will allow you to update care plans based on the evolving health of the resident

Category: Patient Monitoring

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 28

John Schwartz

SVP Sales & Marketing

jschwartz@carepredict.com

I’d like to share: The ability to more accurately assess AND manage resident healthcare risk is the key to providing proactive care and driving tangible business results. They go hand in hand. • I’d like to learn: Perspective on the impact of value-based care payment structures on the current senior living business models – opportunity?

• A skill everyone should have: Listening – it is critical to clear communication. It requires application of critical thought and practice to become a skill. It is not the same as hearing. • A song/lyric that describes my life: "Amazing Grace."

Jay Kogel

Western Regional Sales Director

jkogel@carepredict.com

I’d like to share: I am looking forward to connecting with you and learning more about your goals in 2024. • I’d like to learn: What you and your team are prioritizing in 2024. • A skill everyone should have: Communication and empathy

• A song/lyric that describes my life: Haha, this is a great prompt. I'm really into instrumental modern Jazz lately...so I would recommend checking out Jazz Sabbath .

CCL Hospitality Group

Boston, MA

ccl-hg.com

CCL Hospitality Group is a nationwide leader in culinary and support services with four distinct operating companies – Morrison Living, Unidine, Coreworks and The Hub. We provide world-class hospitality infrastructure, talent, and innovation. We are shaping the industry with a culture of service focused on elevated hospitality for community living across the country

New Initiatives or Future Plans

We offer economies of scale with our parent company, Compass Group, and are experts in talent recruitment and retention, onboarding and training, operational optimization, innovative marketing insights and industry data in an ever-evolving marketplace

Category: Food & Dining Services

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 10,000

Joe Scherer

VP Sales

joseph.scherer@compass-usa.com

I’d like to share: We support the industry by providing a wide range of dining service resources, from full-service, traditional dining models to resources and technology that create efficiencies in your in-house program . • I’d like to learn: How are you leveraging technology and resources to provide consistent, data-driven results in your dining service programs? • A skill everyone should have: Empathy – the ability to understand emotions and one another’s different perspectives is critical in how we work with, support, and build long-lasting relationships with others. • A song/lyric that describes my life: “It’s a beautiful day / Don’t let it get away” by U2. As an eternal optimist, I believe everything in life is a blessing, and I love living it to the fullest with my wife and four kids

CDW Healthcare

Vernon Hills, IL cdwg.com/seniorcare

CDW has served the healthcare IT industry for more than 30 years. We understand the nuances of leveraging technology to provide care and transform the patient/resident and clinician experience. CDW offers the solutions and support you need to embrace the latest industry trends and initiatives and preparing for the future

New Initiatives or Future Plans

As one of the only VARs with a dedicated team of healthcare strategists available to our customers, CDW partners with providers to help maximize ROI and ensure your technology investment continues to add value to your organization

Category: Technology Solutions & Services

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 15,000

Liz Cramer

Post-Acute & Senior Care Healthcare Strategist

elizabeth.cramer@cdwg.com

I’d like to share: I am passionate about continuing to move the industry forward as a former clinician, I know there are more efficient ways to provide care . • I’d like to learn: Provider priorities for staff, residents and patients for 2024 and the next three to five years. • A skill everyone should have: Empathy.

Cedar Community

West Bend, WI

cedarcommunity.org

Cedar Community is southeastern Wisconsin’s largest faith-based, nonprofit full continuum senior living provider with four campuses serving 900 residents. Cedar Community's unparalleled natural settings, including more than 500 acres of woodlands, prairies, and lake frontage provide unique living environments coupled with the highest quality healthcare services

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 7 (2 in development)

# Total Beds/Units: 765

# AL Units: 240

# IL Units: 450

# SNF Beds: 75

Est. 2024 Revenue: $40MM

Operating In: WI

Nicole Pretre President & CEO

npretre@cedarcommunity.org

I’d like to share: Best practices and creative strategic initiatives. • I’d like to learn: How operators are approaching the middle market and diversification of revenue . • A skill everyone should have: The ability to develop strong relationships. • A song/lyric that describes my life: "So don't you sit upon the shoreline / And say you're satisfied / Choose to chance the rapids / And dare to dance the tide."

Speaker

Centered Care

Wheat Ridge, CO

centeredcare.com

Centered Care is a technology-enabled and data-driven operating platform and care model specifically designed for senior living

New Initiatives or Future Plans

Launching our first demonstration at an AL/MC community in Brentwood, Tennessee this year.

Who We Serve: AL/IL, Memory Care

Joelle Poe CEO & President

joelle@centeredcare.com

I’d like to share: Insights from my experience serving seniors at large clinical delivery systems and several health plans.

• I’d like to learn: Pain points when it comes to providing care in their communities and working in partnership with the healthcare system.

• A skill everyone should have: Keen listening skills so we can all learn and seek to understand from each other

Chartwell Retirement Residences

Mississauga, ON

chartwell.com

Chartwell Retirement Residences is Canada's largest seniors housing provider operating in four Canadian Provinces. Our vision is "Making People's Lives Better."

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 175 (2 in development)

# Total Beds/Units: 23,900

# AL Units: 1,600

# IL Units: 21,000

Est. 2024 Revenue: $1B

Operating In: Canada

Rob Armstrong

VP Supply Chain Management

rarmstrong@chartwell.com

Spouse/Guest: Judy. • I’d like to share: How Chartwell uses a balanced scorecard when evaluating prospective supplier partners. • I’d like to learn: Mitigation strategies to contain cost without sacrificing resident experience in this inflationary climate. • A skill everyone should have: Emotional intelligence

Christian Horizons

Wauwatosa, WI

christianhorizonsliving.org

Christian Horizons is a senior living provider in CCRC, IL and AL, SNF, pharmacy, PACE. Established in 1962, we provide services in Missouri, Iowa, Illinois, and Indiana.

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 11

# Total Beds/Units: 1,500

# AL Units: 335

# IL Units: 335

# SNF Beds: 720

Est. 2024 Revenue: $11MM

Operating In: IL, IN, IA, MO

Kate Bertram

President & CEO

kbertram@chliving.org

I’d like to share: We are a not-for-profit senior living provider working aggressively to recover from Covid. • A skill everyone should have: Ability to lead and influence the new workforce

Ciena Healthcare

Southfield, MI

cienahealthcare.com

Based in Southfield, Michigan, Ciena has successfully managed skilled nursing homes and rehabilitation centers since 1998. It’s about Ciena’s seasoned leadership team, many of whom are recognized as leaders in our industry, who provide our nursing homes with clinical, operational, regulatory and financial management, and expertise

Primary Organization Type: SNF

Tax Status: For Profit

Operating In: IN, MI, NC, OH, VA

Mohammad Qazi CEO & President

qazi@cienahmi.com

CLA

Minneapolis, MN

claconnect.com

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused professional services. We impact the skilled nursing industry with digital strategy, operational assessments, outsourced accounting, reimbursement, tax, audit, and financial modeling. We want to get to know you so we can help you

Category: Consulting – Financial Advisory & Valuation

Who We Serve: AL/IL, Life Plan Communities, SNF

# Employees: 7,500

& Care Segment

stephen.taylor@claconnect.com

I’d like to share: How CLA helps owners and operators capture opportunities and solve problems with our resource capabilities and specific knowledge, through assurance, tax, outsourcing, advisory, digital and wealth advisory. • I’d like to learn: Your vision of the market in seven years, opportunities you see and challenges to overcome. Where do you want to be in seven years? Anything holding you back from running faster? • A skill everyone should have: Ability to think in a multidisciplinary way, drawing insights from various fields to make more informed decisions

dana.anders@claconnect.com

I’d like to share: I'm so grateful to be in the room with this bunch! With so many smart people in one place, only great things can happen. • I’d like to learn: What is really on the mind of providers, what keeps you up at night and what can we do to help? • A skill everyone should have: The ability to relate to others.

Dana Anders Principal

Stephen Taylor

Principal, Senior Living

Leader

CLB - Acoustic Monitoring

De Rijp, Noord-Holland

clb.care

Acoustic Monitoring, our award-winning innovation gives your residents the gift of sleep while proactively monitoring at night-time to provide a safety net to pick up on concerning sounds which alerts care givers immediately. Our customers have been able to reduce falls up to 80% while improving care quality and reaction times to under five minutes

New Initiatives or Future Plans

Lifespace Communities are the 1st senior living community to install acoustic monitoring in the USA. Speak to us about arranging a site visit and come see the technology in action

Category: Patient Monitoring

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 250

Matt de Bruin Managing Director

mdbruin@clb.care

Spouse/Guest: Inge. • I’d like to share: Don't get overexcited with what AI can bring you. It is a great development but there are still many flaws and overestimating its performance can bring the opposite of what you are trying to achieve. • I’d like to learn: Have you ever looked into night care as deeply as you do for day care? Do you really know what is going on at night? Tell us what you would like to improve . • A skill everyone should have: Listening – you can learn so much

Phillip Moorcraft

VP Sales, the Americas & UK

phillm@clb.care

Spouse/Guest: Emma. • I’d like to share: We are here today to help you give your residents the gift of sleep. :-) • I’d like to learn: What have you learned from using AI technology? • A skill everyone should have: Problem solving. • A song/lyric that describes my life: "Happy" by Pharrell Williams.

Composure

New York, NY

composure.care

Composure is a technology company working with senior living communities with a singular mission – to turn sound into medicine. We've developed Sound Blanket, an edge-network audio technology, designed to improve sleep performance for memory care residents without adding to staff workloads.

New Initiatives or Future Plans

Chronic sleep issues among memory care residents is a huge challenge in senior living that has numerous, downstream negative impacts like an increase in falls, med use, behaviors, and staff turnover. Our research-backed approach is here to fix that!

Jeff McSpadden Co-Founder & CEO

jeff@composure.care

I’d like to share: Prioritizing sleep is not only life-changing, it can be life saving. • I’d like to learn: What is your most trusted source of new information? • A skill everyone should have: Critical, yet compassionate listening skills because everyone has something to teach but ultimately wants to be understood.

Conference Partner

Conversion Logix

Bothell, WA

conversionlogix.com

Conversion Logix®, LLC is a full-service technology partner that provides digital marketing services and licenses lead generation software to senior living industry leaders. Conversion Logix is a Premier Google Partner, a Facebook Business Partner, and developed The Conversion Cloud®, a lead generation software designed to increase leads, tours, and move-ins profitably

New Initiatives or Future Plans

Claire AI+ is an innovative AI-powered chat experience that integrates with our human Live Chat service to deliver the most seamless and efficient chat experience in the senior living industry. Lessen the burden of onsite teams with Claire AI+.

Category: Digital Marketing

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 80

Jennifer Lovely

EVP Sales

jenl@clxmedia.com

I’d like to share: Thoughts about attribution and meeting prospects at every step of their journey. • I’d like to learn: Everyone's current and 2023 successes and what's in the plans for 2024? What strategies seem to be working best to get in front of the correct prospects? • A skill everyone should have: Discernment and kindness. Discernment is important in order to use intuition and instincts to evaluate and assess ideas or plans. Being kind will only help and encourage others . • A song/ lyric that describes my life: Pharrell Williams, "Happy" – I love to stay positive!

Cornell Communications

Milwaukee, IL cornell.com

The #1 provider of nurse and emergency call communication and resident safety systems to residential retirement centers including AL, IL, SNF, and memory care centers. Our “inform family” provides UL compliant wired systems and alternative wireless, wi-fi and mobile handsets for those seeking resident flexibility and comprehensive data on resident and staff activity

Category: Resident Safety

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 40

JJ Johnson CEO

jj@cornell.com

I’d like to share: How the care management team can reduce staff turnover and improve resident care resulting in longer stays and increased occupancy with our new IA Mobile Inform Resident Management system. • I’d like to learn: Innovative ideas and techniques for improving resident care . • A skill everyone should have: Improved listening to both resident needs and care staff recommendations . • A song/lyric that describes my life: "I Will Survive" – and positively handle both personal and business challenges!

kyleg@cornell.com

I’d like to share: I am new to this industry and am looking to learn more than anything. I am happy to answer any questions I can in regards to nurse call systems. • I’d like to learn: Current trends in the industry. • A skill everyone should have: Patience. • A song/lyric that describes my life: "Life is a Highway."

Kyle Giersch

National Sales Manager

Country Meadows Retirement Communities

Hershey, PA countrymeadows.com

For over 30 years, Country Meadows has provided senior living at the highest standards and helped families find the right options for them. Our 10 retirement communities throughout Pennsylvania and Maryland offer quality lifestyles and care with different levels of service such as IL, personal care and assisted living, memory support, restorative services and skilled nursing

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 10

# Total Beds/Units: 2,670

# AL Units: 1,850

# IL Units: 756

# SNF Beds: 70

Est. 2024 Revenue: $160MM

Operating In: MD, PA

Diana Ponterio

SVP & COO

dponterio@countrymeadows.com

I’d like to share: Looking forward to this conference again this year! • I’d like to learn: How others are tackling the problems we all share. • A skill everyone should have: Kindness.

Country Meadows Retirement Communities

Hershey, PA

Photo not

Available

countrymeadows.com

Crystal Friend

VP Operations

cfriend@countrymeadows.com

I’d like to share: In every challenge is the opportunity for success. Embrace it! • I’d like to learn: How you have utilized technology to improve falls in your facilities. • A skill everyone should have: Flexibility and clear communication. We work in a constantly evolving industry; you need to be prepared to pivot and communicate changes in a manner that explains the WHY. • A song/lyric that describes my life: "Don't worry, about a thing / 'Cause every little thing, gonna be all right" – Bob Marley.

Amy Wagaman

VP Operations

awagaman@countrymeadows.com

I’d like to share: I am a huge advocate for animal rescue, specifically puppy mill survivors and abandoned senior pets .

• I’d like to learn: Different ways that AI is being used in our industry to streamline processes and improve outcomes . • A skill everyone should have: Everyone should be a good listener! • A song/lyric that describes my life: "We Can Work it Out" by The Beatles.

Covenant Living Communities & Services

Skokie, IL

covliving.org

We’re dedicated to helping each resident pursue wellness of mind, body, and spirit in personalized ways that enhance every element of well-being. Physical and intellectual exercise strengthen health, vitality and understanding. Aspiring to emotional and spiritual comfort helps everyone live a happier life, whatever their faith and beliefs. And sharing laughter.

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 19

# Total Beds/Units: 5,636

# AL Units: 651

# IL Units: 4,104

# SNF Beds: 881

Operating In: CA, CT, CO, FL IL, MI, NH, OK, WA

Fran Palma

SVP Integrated Marketing & Digital Strategies

fmpalma@covliving.org

Spouse/Guest: Jennifer. • I’d like to share: Per 30 years of diversified marketing communications experience, integrating information technology with traditional marketing to create high-impact campaigns in senior living. • I’d like to learn: How you are planning on using AL. • A skill everyone should have: Understanding of digital marketing. • A song/lyric that describes my life: "Lean on Me."

Senior Living Operator

CP Senior Living

Dallas, TX cpsl.net

CP Senior Living is an operator, owner and developer of rural and secondary market located assisted living and memory care facilities. We operate under the brand, County Place Senior Living (www.countyplaceseniorliving.net), and offer an outstanding home-like atmosphere to our residents. Our immediate objective is to expand further in Texas

Primary Organization Type: AL/IL

Tax Status: For Profit

Operating In: AL, TX

Sean Broadbent

SVP & CFO

sbroadbent@cpsl.net

Spouse/Guest: Jennifer Fehmel.

Cubigo

San Francisco, CA cubigo.com

Cubigo is a cloud-based platform transforming the quality of life for older adults across the world. We connect prospects, residents, families, and staff through a comprehensive suite of services like activities, maintenance, housekeeping, dining, transportation, and more. The platform increases operational efficiency and improves the resident experience

New Initiatives or Future Plans

Smart use of data and AI: resident wellbeing scores, corporate dashboards to compare communities. Looking “beyond the walls” of communities to serve people who live at home through our technology platform.

Category: Enterprise Software

Who We Serve: AL/IL, Life Plan Communities

# Employees: 50

Geert Houben Founder & CEO

ghouben@cubigo.com

I’d like to share: I love to connect with curious, passionate and courageous people who want to make an impact and challenge the status quo in senior living. • I’d like to learn: How technology can have a real impact on staff, residents, families, and organizations in senior living. • A skill everyone should have: Passion – it's the driver of life

Tessa Kurtenbach

Director, Enterprise Accounts

tkurtenbach@cubigo.com

I’d like to share: I started as an intern in this industry 10 years ago and we were providing paper point-in-time surveys. Now we are talking about AI to enhance the lives of residents and teams. • I’d like to learn: What is a buzz word or idea that we need to quit talking about? • A skill everyone should have: Social awareness and emotional intelligence. And a sharp memory of musical artists . • A song/lyric that describes my life: "I wish that I knew what I know now when I was younger."

Curana Health

Austin, TX

curanahealth.com

Curana Health is a national leader in value-based healthcare models. We support senior living operators through custom services including on-site primary care, clinics, ACO's, and Medicare Advantage plans. Curana has a proven track record of improving health outcomes and satisfaction for residents, while supporting improved business performance for operators.

New Initiatives or Future Plans

We will continue to expand our national footprint, bringing a concierge healthcare experience that improves health, happiness, and dignity for seniors.

Category: Care Management

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 1,500

Chris Dawe President, Medical Group

chris.dawe@curanahealth.com

Spouse/Guest: Kathleen.

Jeff O’Berry

jeff.oberry@curanahealth.com

Spouse/Guest: Louise. • I’d like to share: Through our valuebased care solutions, Curana Health collaborates with you to make your community the destination of choice for residents and referrers. #HappyResidents #HealthyCommunities. • I’d like to learn: Where are you on your journey toward proactive management of your residents' health to optimize patient (and family) experience, staff empowerment and financial performance? • A skill everyone should have: Empathetic listening • A song/lyric that describes my life: "Truckin" by Grateful Dead.

EVP

Cypress Living

Fort Myers, FL

cypressliving.org

The goal of Cypress Living is to create better tomorrows for older adults here in southwest Florida. With a focus on leadership, strategy and innovation, we look to empower older adults to lead rich, engaged and purposeful lives. Cypress Living provides operational support to both Cypress Cove, our flagship CCRC, and Cypress at Home, our growing HCBS provider

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

Operating In: FL

Churchill President & CEO

tchurchill@cypressliving.org

Spouse/Guest: Sandra.

Troy

Dash Media

Smyrna, GA

mydashmedia.com

Dash Media specializes in creating, editing, and sharing weekly videos on your organization's social media platforms, delivering high-quality content for prospective residents and employees. Our clients experience tangible boosts in sales, recruitment, and overall culture. At Dash Media, we believe that every story deserves to be told, especially those of older adults.

New Initiatives or Future Plans

We have two big long-term goals as a company. 1) To help our partners create an additional revenue through monetizing the attention they have gained on their social media channels. 2) To produce a documentary featuring caregivers in our industry

Nathan Jones Founder

nathan@mydashmedia.com

Spouse/Guest: Shelby. • I’d like to share: How Dash Media has shared stories from senior living residents that have reached over 200,000,000 people in the last two years. • I’d like to learn: What resident has had the greatest impact on your career? • A skill everyone should have: I think everyone should have the ability to listen and be open to change when the change makes sense . • A song/ lyric that describes my life: "Til You Can't" – Cody Johnson

Discovery Senior Living

Bonita Springs, FL discoveryseniorliving.com

Discovery Senior Living ranks prominently among the nine largest senior housing providers in the U.S., and is widely renowned for designing, developing marketing, and operating a growing portfolio of nationally and regionally branded senior living and care communities as unique as the locales and seniors they so proudly serve

Primary Organization Type: AL/IL

Tax Status: For Profit

Operating In: AL, AK, AR, DE, FL, GA, IN, KY, LA, MD, NM, NC, OH, OK, PA, SC, TX

bsciortino@discoverymgt.com

DispatchHealth

Denver, CO

dispatchhealth.com

DispatchHealth provides an eco-system of healthcare services in the home setting including high acuity ER services, hospital substitution programming and extended care services including point of care laboratory services and mobile imaging services.

New Initiatives or Future Plans

Expand all of our programs and services in every market to attain the eco-system that enables population health and risk bearing elements for lasting partnerships.

Erin Denholm Chief Nursing Officer

erin.denholm@dispatchhealth.com

I’d like to share: There has never been a time better than NOW to implement high acuity in home services. • I’d like to learn: What are the challenges and barriers to launching more complex care services in the ADL and independent living home setting? • A skill everyone should have: Leading in ambiguity. • A song/lyric that describes my life: "Take It to The Limit" by The Eagles

Distinctive Living

Freehold, NJ distinctive-liv.com

Distinctive Living aims to invigorate community ownership groups, whether they are single property communities or large senior living networks. We bring vitality and freshness to our approach and long to push the boundaries of modern-day senior living to ensure the very best lives for every resident who joins us

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 40 (15 in development)

# Total Beds/Units: 3,200

# AL Units: 3,000

# IL Units: 200

Operating In: AL, CT, FL, GA, LA, MI, NJ, NC, OH, PA, TN

Lisa Rogers

Co-Founder, President & Chief Clinical Officer

lisa@distinctive-liv.com

I’d like to share: The importance of creating a strong culture of care and compassion in our communities. This involves hiring and training staff that are skilled in compassionate care but have a passion for serving. • I’d like to learn: Best practices of others in the industry, new technology innovations, memory care techniques to enhance quality of life. • A skill everyone should have: Good communication to interact effectively with caregivers, family members and our seniors . • A song/ lyric that describes my life: "Living on the Edge" by Bon Jovi! I don't know what tomorrow brings but I'm willing to take the risk

Conference Partner

Dreamscape Marketing

Columbia, MD

dreamscapemarketing.com

Your Story, Performing. Born in the digital age, and specializing in the consumer healthcare journey, we are uniquely positioned to deliver marketing performance from brand story. Our team distills your key differentiators to cohesively deliver personalized messaging across digital channels that resonate with and convert your ideal resident

New Initiatives or Future Plans

In 2024 we joined Unlock Health, connecting managed care, marketing, and technology to deliver ROI unlike any other agency in senior living. Available now, our second Annual Senior Living Marketers' Survey produced with partner, Senior Housing News.

Category: Digital Marketing

Who We Serve: AL/IL, Life Plan Communities, Memory Care

# Employees: 350

Dan Gemp President

daniel.gemp@dreamscapemail.com

I’d like to share: Dreamscape Marketing is now part of Unlock Health - The largest healthcare & wellness marketing agency in the U.S. – expanding specialties, technology, & insights for all models of senior living! • I’d like to learn: How technology and AI are impacting the personalized experiences for residents and communities across the country...and how marketers are leveraging these tools to drive increased census levels! • A skill everyone should have: Prompting these wonderful new AI tools like ChatGPT for marketing and communication, so that everyone can become a mega-efficient version of themselves . • A song/lyric that describes my life: "A million dreams are keeping me awake" – from The Greatest Showman.

Columbia, MD

dreamscapemarketing.com

larry.williams@dreamscapemail.com

I’d like to share: Everyone has a story to tell, and people need to hear your story. We are a full-service healthcare marketing agency that delivers qualified leads while telling your unique story. • I’d like to learn: How can marketing providers be better partners for senior living communities? • A skill everyone should have: Communicate to understand, not to respond. • A song/lyric that describes my life: "Don't wanna live as an untold story / Rather go out in a blaze of glory." – Halsey, "Could Have Been Me."

Ecofin

Denver, CO

ecofininvest.com

Ecofin is a sustainable investment firm with roots dating to the 1990s and a global footprint with offices in the US and UK. We are driven by the idea that sustainable investment can deliver strong risk-adjusted returns while making a true impact on the environment and society.

New Initiatives or Future Plans

We provide mezzanine/subordinate debt which has filled in the capital stack where other lenders have backed away

bdebenedet@ecofininvest.com

I’d like to share: I believe movement is medicine. • I’d like to learn: Is the silver tsunami real? • A skill everyone should have: The ability to self reflect and correct, because that's the only way to grow. • A song/lyric that describes my life: "Two Tickets to Paradise" – Eddie Money.

Brandon DeBenedet Director

Edgewood Healthcare

Grand Forks, ND

edgewoodhealthcare.com

Edgewood Healthcare is a vertically-integrated senior housing provider including REIT, home health, hospice, primary care and technology

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 64

# Total Beds/Units: 3,870

# AL Units: 3,600

# IL Units: 600

Est. 2024 Revenue: $300MM

Operating In: ID, MN, MT, NE, ND, SD, WY

Phil Gisi

President & CEO

philg@edgewoodmail.com

I’d like to share: Vertical-integration is possible and a way for senior housing operators to have relevancy in the Medicare managed care arena. • I’d like to learn: Success with Medicare Shared Savings programs. • A skill everyone should have: Creativity. It’s the key to visioning. • A song/lyric that describes my life: "Add, Subtract or Die."

Eldermark Senior Housing Software

Minneapolis, MN

eldermark.com

Eldermark’s end-to-end software is built for the business of senior living. Centralize all your technology like EHR, EMAR, resident engagement, marketing, billing, and more into one platform. Make informed decisions quickly with analytics and insights: increase revenue, enhance care, simplify work, and transform your senior living operations

New Initiatives or Future Plans

Eldermark recently launched Eldermark NEXT, a modernized, next-gen software platform. Building on a 30+ year legacy of innovation, it’s cloud-based, offers built-in predictive analytics, and intuitive business tools for today’s senior living leader

Category: AL Software

Who We Serve: AL/IL, Memory Care

# Employees: 100

Jaime Ojeda CEO

jojeda@eldermark.com

I’d like to share: Our software is proven to give all senior living staff more time to care for their residents while maximizing operating margins. We have many clients at Senior Living 100. • I’d like to learn: Current challenges in your business and what would help you better care for your residents . • A skill everyone should have: Don’t “judge a book (person) by the cover.” The body of work matters, not just moments in time (good or bad). • A song/lyric that describes my life: "Africa" by Toto.

Eldermark Senior Housing Software

Minneapolis, MN

eldermark.com

Kevin O’Connor Chief Revenue Officer

koconnor@eldermark.com

I’d like to share: Eldermark is helping operators solve critical business challenges in all corners of their senior living business; from revenue capture, cash flow, occupancy, operations, and care delivery. • I’d like to learn: What priorities do operators have in 2024 and how did you choose to prioritize them? • A skill everyone should have: Listening. If we listened twice as much as we spoke, people would be smarter and more empathetic, allowing us to solve more problems. • A song/lyric that describes my life: Tay Tay – "Shake It Off."

kwinn@eldermark.com

Kevin Winn

Client Solutions Director

Embodied Labs

Los Angeles, CA

embodiedlabs.com

Embodied Labs® is a VR and Web immersive training platform that empowers health professionals and caregivers to step into the shoes of the people they care for and see the world through their eyes. Our immersive experiences help uncover the hidden perspectives on health conditions related to aging, nurture actionable empathy that advance the standards of care

New Initiatives or Future Plans

Embodied Labs is on a mission to advance the standards of care across the aging continuum though it's immersive training solution.

Category: Training & Education

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 15

CEO & Founder

carrie@embodiedlabs.com

National Accounts

seamus@embodiedlabs.com

derek@embodiedlabs.com

Seamus Sullivan Director,

Carrie Shaw

Derek Koch Head of Product

Entegra Procurement Services, LLC

Gaithersburg, MD entegraps.com

Entegra is a senior living and acute-supply chain and procurement support company that helps profitability, savings and operations. We use our culinary advisory, supply chain experts and $36B in purchasing power to: maximize savings on products, supplies; make smarter decision-making; add extra support to culinary and supply chain services; reach CSR goals

New Initiatives or Future Plans

Adding more services to improve savings for customers at no cost; we have a large share of senior living programs that use GPOs; group purchasing organizations; added culinary services to help senior living communities develop menus

Category: GPO

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 200

Trish Dunn

Senior Director, Business Development

entegraevents.usa@sodexo.com

I’d like to share: I have more than 25 years of enterprise experience in the senior living segment with vast knowledge of the industry. • I’d like to learn: What is your biggest challenge within your food service and facility operations? • A skill everyone should have: Team building and technical.

Eskaton

Carmichael, CA

eskaton.org

Eskaton, a regional non-profit aging services provider, has been dedicated to enhancing the lives of older adults throughout northern California for over 50 years. Purpose-driven, inclusive and transparent in all that we do, the Eskaton difference lies in our life-enriching signature programs and comprehensive continuum of care

Primary Organization Type: AL/IL

Tax Status: Not for Profit

# Communities: 11

# Total Beds/Units: 2,750

# AL Units: 960

# IL Units: 1,294

# SNF Beds: 173

Est. 2024 Revenue: $200MM

Operating In: CA

Sheri Peifer

President & CEO

sheri.peifer@eskaton.org

I’d like to share: How Eskaton is going about repositioning for the future; focused on expanding residential living options and launching a robust Eskaton Academy to upskill and equip employees. • I’d like to learn: Creative strategies around M&A; service networks, and expanding middle-market products and services . • A skill everyone should have: A poker face. :-) • A song/lyric that describes my life: “It’s a Beautiful Day” by Michael Buble

Eventide Senior Living Communities

Moorhead, MN eventide.org

Eventide is a faith-based, non-profit senior healthcare system headquartered in Moorhead, Minnesota. In addition to Moorhead, the organization has locations in Fargo, West Fargo, Jamestown, and Devils Lake, North Dakota. With 1,100 employees, Eventide offers a full continuum of care, from independent living, assisted living, memory care, SNF, home health and hospice

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 6

# Total Beds/Units: 1,069

# AL Units: 442

# IL Units: 160

# SNF Beds: 554

Est. 2024 Revenue: $95MM

Operating In: MN, ND

Jon Riewer

President & CEO

jriewer@eventide.org

Spouse/Guest: Kristine. • I’d like to share: I am looking forward to my first Senior Living 100 conference . • I’d like to learn: Innovation in senior housing, specifically around future consumer preferences and best practices in on-site primary care offerings. • A skill everyone should have: Active listening. • A song/lyric that describes my life: "Roll with the Changes" – REO Speedwagon.

EveryAge

Newton, NC

everyage.org

EveryAge is a not-for-profit with 16 programs serving more than 2,700 older adults in North Carolina and Virginia. Programs include three continuing care retirement communities, seven affordable housing communities, two adult day programs, two PACE and a home health and hospice agency. A new rental-only IL community and another PACE center are under construction

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 10 (1 in development)

# Total Beds/Units: 1,208

# AL Units: 90

# IL Units: 800

# SNF Beds: 318

Est. 2024 Revenue: $104MM

Operating In: NC, VA

Lee Syria

President & CEO

lsyria@everyage.org

I’d like to share: I am excited to learn and network with other attendees. I look forward to sharing ideas and knowledge about ways we can advance the field of senior living . • I’d like to learn: How others are using or considering using new technologies, especially artificial intelligence (AI). • A skill everyone should have: Adaptability. Our industry as well as the world in general is changing at such a rapid pace that we need the ability to change and adapt quickly to succeed . • A song/ lyric that describes my life: "Don't Worry, Be Happy!"

EVR Advertising

Manchester, NH

evradvertising.com

We are EVR—an award-winning marketing agency featuring a group of strategic, creative and inquisitive minds who genuinely enjoy working with our clients. From heartfelt storytelling to engaging multimedia content to datadriven insights, we know how to capture the attention of seniors. This drives meaningful connections & inspires action guiding prospects through your door

New Initiatives or Future Plans

EVR stays at the forefront of cutting-edge tech – like AI and geospatial analysis. Through the synergy of AI-driven creative and data analysis, our clients get marketing strategies tailored to engage and convert audiences effectively and efficiently

Category: Advertising & Marketing Solutions

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 25

Mackenzie Fraser

SVP

mackenzief@evradvertising.com

I’d like to share: My passion for this industry! What captivates me is the richness of stories waiting to be told. It’s my job to weave those unique stories into marketing strategy that resonates and achieves results. • I’d like to learn: As a firsttimer at Senior Living 100, I’m excited to learn from all of you! I'm curious about the pain points and challenges your community faces to determine how marketing can best support strategic solutions. • A skill everyone should have: The ability to listen! In our lives we hear without listening as we're too focused on ourselves and what we'll say next. Listen to people, listen to data and listen to yourself . • A song/lyric that describes my life: I'd probably have to go with the Doublemint gum theme song: "Double your pleasure, double your fun," as I enjoy the triumphs and challenges of raising 2-year-old twins!

ExaCare

New York, NY

exacare.com

ExaCare is a magically simple all-in-one platform for senior living. Imagine the possibilities with a modern platform that is tailor made for contemporary realities and workflows. We redefined the CRM, EHR, eMAR and billing tools to help you compete, grow and deliver better care. ExaCare helps organizations unlock their full potential with easy-to-use next-gen tech.

New Initiatives or Future Plans

Helping communities monetize $100ks of untapped care revenue, diagnose and resolve failures to hit occupancy targets, mitigate post-incident legal exposure, empower and retain staff, and generate community and portfolio reports and analytics in seconds

Category: Enterprise Software

Who We Serve: AL/IL, Memory Care

# Employees: 22

Braedan Russell Co-Founder & CEO

braedan@exacare.com

Spouse/Guest: Kelsey Kavic. • I’d like to share: I gave up my house. My fiancée and I have spent the last two years living near communities all over the USA in order to build the most user-friendly all-in-one platform for senior care communities . • I’d like to learn: What are the biggest projects you are focused on in 2024? • A skill everyone should have: A good wedge shot from 100 yards and in.

FASTMedical

Beloit, WI

fastmedical.org

Launched in 2021, FASTMedical addresses a healthcare gap in assisted livings, using static questionnaires. Our system objectively scores residents on a 0-100 scale, providing insights for staffing recommendations, assisting facilities deliver quality-aligned with their clinical capabilities, and enhancing the overall assisted living referral and admission process.

New Initiatives or Future Plans

As a learning professional, I'd seek insights on innovative training methods, effective technology integration, and successful employee engagement strategies from my peers at the conference.

Lauren Davis Founder & CEO

lauren@davisclinical.com

I’d like to share: Amid life's mix, embrace the blend of passion, innovation, and collaboration. Crafting our professional journey is distinctive and harmonious. Here's to the art of balance and shared success! • I’d like to learn: As a learning professional, I'd seek insights on innovative training methods, effective technology integration, and successful employee engagement strategies from my peers at the conference . • A skill everyone should have: Receiving caregiver training in high school is essential for everyone as it provides vital skills and empathy that are beneficial both personally and for society. • A song/lyric that describes my life: "There's nothing you can know that isn't known / Nothing you can see that isn't shown / Nowhere you can be that isn't where you're meant to be / It's easy." "All You Need Is Love" by The Beatles

FeelBetter

Newton, MA

feelbetter.healthcare

FeelBetter's AI-powered solution identifies patients who are at high risk of near-term hospitalization related to polypharmacy issues, recommends changes to medication regimens and other needed clinical interventions, and comprehensively monitors progress at the individual and population health levels.

New Initiatives or Future Plans

FeelBetter’s Pharmaco-Clinical Intelligence platform: optimizes resource allocation via precision population health; reduces the burden of preventable hospitalizations within 30-90 days; increases the capacity of clinical pharmacists by 5x.

Liat Primor

Co-Founder & CEO

liat@i-feelbetter.com

I’d like to share: AI is changing our life, let's be part of the change. :) • I’d like to learn: How you are managing polypharmacy in your organizations. • A skill everyone should have: Agility and adaptability – things never happen the way you plan. • A song/lyric that describes my life: "I did it my way." :)

FORVIS

Springfield, MO

forvis.com

FORVIS is a top 10 integrated public accounting firm with a dedicated senior living and long-term care team with deep industry experience and technical resources. We work with 1,800 senior living and long-term care clients nationwide, applying financial, operational, clinical, billing, reimbursement and strategic insights

New Initiatives or Future Plans

FORVIS Mazars, a Top-10 global network effective 6/1/24, introduces initiatives for clients addressing industry changes with specialized expertise. From consulting and outsourcing to strategic planning, we help navigate the post-pandemic era

Category: Advisory, Tax & Audit

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 5,500

juli.pascoe@forvis.com

I’d like to share: I am excited to learn and collaborate with industry experts and providers, so that we all leave the conference with actionable insights to serve residents better and make our industry stronger! • I’d like to learn: How providers are thinking outside the box to navigate the complexities of workforce and reimbursement challenges in the post-pandemic environment. • A skill everyone should have: The ability to care for others and practice kindness and empathy. • A song/lyric that describes my life: "Greater" by Mercy Me is one of my favorites!

Juli Pascoe Partner

Friendship Village Senior Services

Chesterfield, MO fvstl.com

Friendship Village is an independent, faith-based, non-profit senior living and care company with over 40 years of stability. Our two senior living campuses in St. Louis provide a fulfilling, healthy lifestyle to 1,200 seniors across all levels of care. We are an early adopter of cutting-edge technologies and are using them to extend and enhance the quality of life

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 2

# Total Beds/Units: 1,400

# AL Units: 150

# IL Units: 800

# SNF Beds: 250

Est. 2024 Revenue: $80MM

Operating In: MO

Carmen Fronczak

Chief Revenue Officer

fronczakcarmen@fvstl.com

Spouse/Guest: Ted. • I’d like to share: My passion for senior living and the experience that I have gained in over 25 years in healthcare business development. • I’d like to learn: I am fascinated by ways that technology can be used to better the lives of seniors and those who serve them. • A skill everyone should have: Good communication because the exchange of ideas and information is at the center of every interaction

Front Porch

Glendale, CA frontporch.net

Front porch provides communities and services through the continuum and from market rate to affordable settings. Front Porch also includes community’s services delivered in 50 states and Front Porch houses its Center for Innovation and Well-being which drives change internally and through partners

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 60 (3 in development)

# Total Beds/Units: 7,000

# AL Units: 400

# IL Units: 3,200

# SNF Beds: 500

Est. 2024 Revenue: $525MM

Operating In: AZ, CA, FL, LA

Sean Kelly CEO

skelly@frontporch.net

I’d like to share: More than ever, our best work demands acumen and compassion at once. As we mature and scale our systems we mustn’t lose sight of the most human elements in what we do for staff and customers alike. • I’d like to learn: Where there are intersections in needs and/or competencies that may generate mutually beneficial partnership. • A skill everyone should have: Noticing. • A song/lyric that describes my life: “I don’t want to survive / I want a wonderful life” – Brian Fallon .

Front Porch

Glendale, CA

frontporch.net

Mary McMullin Chief Advancement Officer

mmcmullin@frontporch.net

Spouse/Guest: DeWayne. • I’d like to share: As with many aging services organizations, our communities are only part of who we are and what we do to inspire community and innovate new business models. • I’d like to learn: Fresh ways to describe the experience of community living to inspire more people to make the choice to move. • A skill everyone should have: The ability to be curious and adapt. • A song/lyric that describes my life: "Count on Me" by Jefferson Starship

Frontida Management Group

Kenosha, WI

frontidacare.com

Frontida Management Group (FMG), understands our clients’ need to protect assets and maximize profitability. We are not just managers, we’re also proud owners and operators of our own senior living communities. This insider perspective gives us the edge needed make senior living communities succeed. We are owners helping owners

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 11 (1 in development)

# Total Beds/Units: 690

# AL Units: 600

# IL Units: 90

Est. 2024 Revenue: $31MM

Operating In: WI

Crystal Miller CEO

crystal@frontidacare.com

I’d like to share: I’ve had the joy of building a team who loves to serve seniors. We’ve made gutsy moves, focusing on a culture where we build trust – creating a great place to work and live! • I’d like to learn: Ways to make our team members' lives' easier and optimize profitability – all at the same time. In addition, learning ways to strengthen culture amid growth and change. • A skill everyone should have: Curiosity! Listening to learn and understand a new point of view, asking good questions and pushing boundaries – encouraging everyone in the process. The best way to grow! • A song/lyric that describes my life: Somewhere between Britney Spears' “Work B*tch” and Carrie Underwood's “Jesus Take the Wheel.” Trusting God for every good thing and working my tail off to make it happen…entrepreneurs understand!

Frontida Management Group

Kenosha, WI

frontidacare.com

Steve Miller

VP

steve@frontidacare.com

I’d like to share: For the last 15 years my wife and I have been fortunate to be owners and manages of senior living in Wisconsin. We are excited to grow with this exciting industry.

• I’d like to learn: If you've recently undertaken the design and construction of a senior living project, what specific advice would you give me to make a significant impact on the project? • A skill everyone should have: Communication is vital; it gives understanding, resolves conflicts, and builds connections. Without this skill, the best ideas and plans will fail . • A song/lyric that describes my life: Bon Jovi's, "Living on a Prayer," describes the journey: "Take my hand, we'll make it, I swear / Whoa oh, livin' on a prayer." Crystal and I built our company, Frontida, with many moments like this!

Garden Spot Communities

New Holland, PA gardenspotcommunities.org

Garden Spot Communities is an active and dynamic lifestyle services provider based in Lancaster County, Pennsylvania, dedicated to cultivating a vibrant community for purposeful living. Founded in faith in 1990, Garden Spot Communities offers a range of living options and services across Lancaster and Montgomery Counties

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 3

# Total Beds/Units: 1,122

# AL Units: 192

# IL Units: 780

# SNF Beds: 150

Est. 2024 Revenue: $55MM

Operating In: PA

Director, Media Experiences & Storytelling

jfox@gardenspotcommunities.org

I’d like to share: Garden Spot Communities offers abundant opportunities to live with purpose in community! Residents live engaging lives – they go to Kenya on mission trips, volunteer at the local food pantry and more! • I’d like to learn: How are you engaging and challenging residents to live abundant, full lives? • A skill everyone should have: Empathy! The ability to meet others where they are to understand who they are

Juanita Fox

GenCare Lifestyle

Seattle, WA

gencarelifestyle.com

We focus on resident experience and healthy active lifestyle. We serve whole and organic food, gluten free options as well as vegetarian and vegan choices. We provide a full-time trainer in all of our buildings.

Primary Organization Type: AL/IL

Tax Status: Not for Profit

# Communities: 6

# Total Beds/Units: 740

# AL Units: 370

# IL Units: 370

Est. 2024 Revenue: $36MM

Operating In: WA

Leon Grundstein

Founder & CEO

lgrundstein@gencare-inc.com

I’d like to share: Health focus of our business model. • I’d like to learn: How others use social media, direct mail, resident and staff participation in sales and marketing. Staff training for sales. • A skill everyone should have: Good communication.

• A song/lyric that describes my life: "Happy" by Pharrell Williams

Generations

Portland, OR

generationsllc.com

We design, build and operate large senior housing campuses, comprising of AL/IL/MC and SNF in some markets. We also have several management contracts for other owners. Generations is currently pursuing several development opportunities in California and Oregon

Primary Organization Type: AL/IL

Tax Status: For Profit

Operating In: CA, OR, WA

Kathy LeVee President & COO

klevee@generationsllc.com

Generator Ventures

Newport Beach, CA generatorvc.com

Generator Ventures is an investment platform focused exclusively at the intersection of aging, senior care and technology.

New Initiatives or Future Plans

We continue to be passionate about partnering with exceptional entrepreneurs to transform the aging experience and building great companies via connections with our strategic network of limited partners, advisors and industry leaders

Katy Fike, PhD Managing Director

kfike@generatorvc.com

I’d like to share: My passion for the intersection of innovation and aging. • I’d like to learn: Where operators see needs, opportunities and challenges as it relates to technology and senior care. • A skill everyone should have: The ability to listen. • A song/lyric that describes my life: "Beautiful Day" by U2

Genesis HealthCare

Wall, NJ

genesishcc.com

Genesis HealthCare provides services in skilled nursing, assisted living, and long-term care across 15 states

Primary Organization Type: SNF

Tax Status: Not for Profit

# Communities: 20

# Total Beds/Units: 21,700

# AL Units: 1,500

# IL Units: 200

# SNF Beds: 20,000

Operating In: AL, CT, DE, ME, MD, MA, NH, NJ, NM, NC, PA, RI, TN, VT, WV

Lauren Murray-O’Donnell

SVP Operations

lfmmurray@gmail.com

I’d like to share: Objectivity and growth. • I’d like to learn: Operationalizing needs of future generations. • A skill everyone should have: Listening. • A song/lyric that describes my life: “So good, so good” from "Sweet Caroline."

Glencroft Center for Modern Aging

Glendale, AZ

glencroft.com

Glencroft Center for Modern Aging is the largest CCRC in Arizona housing 900+ residents. We are passionate about our scope of programs and our drive to change the view of successful aging. By transforming our 40-acre campus to model a university campus, we have positioned ourselves to bring the very best education, health services, and whole-person wellness to our residents

Primary Organization Type: AL/IL

Tax Status: Not for Profit

# Communities: 1

# Total Beds/Units: 878

# AL Units: 185

# IL Units: 468

# SNF Beds: 225

Est. 2024 Revenue: $39MM

Operating In: AZ

Scott McClintock Chief Health Officer

smcclintock@glencroft.com

Spouse/Guest: Rhonda. • I’d like to share: Glencroft has enjoyed significant success in carrying our wellness program ZoeLife to our assisted living and skilled nursing operations. It has not been easy and we have learned a few tricks. • I’d like to learn: How are operators accommodating the continuing demands of the ever growing base of regulations and the added pressure and sophistication associated with this? • A skill everyone should have: A calm approach to every situation. • A song/lyric that describes my life: "Like a bridge over troubled water / I will ease your mind."

Glencroft Center for Modern Aging

Glendale, AZ

glencroft.com

Steve Heller

VP & Director, Operations, ZoeLife

sheller@glencroft.com

I’d like to share: Glencroft is the largest CCRC in Arizona. We utilize our proprietary wellness model, ZoeLife, to break down silos on our campus and inspire our residents to live more abundant lives. • I’d like to learn: How other operators and attendees feel the current election cycle and various new legislation in the upcoming years will impact the senior living industry. • A skill everyone should have: An important skill that is sadly lacking globally in 2024 is in the area of empathy. I think the ability to exemplify empathy is an especially critical skill in our industry. • A song/lyric that describes my life: "Because He Lives" by Matt Maher. "I believe in the Son / I believe in the risen One / I believe, I overcome / By the power of His blood / Amen, Amen / I'm alive, I'm alive because He lives ."

Goodwin Living

Alexandria, VA

goodwinliving.org

Goodwin Living is a faith-based not-for-profit senior living and health services organization serving 2,500 older adults across the National Capital Region. We have three communities, and offer many home and community-based services including hospice, home care, and certified home health. We employ nearly 1,200 individuals representing more than 65 countries

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 3

# Total Beds/Units: 1,010

# AL Units: 243

# IL Units: 594

# SNF Beds: 173

Est. 2024 Revenue: $139MM

Operating In: VA

Burke Chief Philanthropy Officer

vburke@goodwinliving.org

I’d like to share: The AMAZING benefits of starting a Citizenship program with your organization. It's such a win for the organization, the employees, and your residents/volunteers!

• I’d like to learn: Any new ideas to help address the workforce crisis we will be facing for the next 20 years! • A skill everyone should have: Flexibility and perseverance will help you through almost everything!

Valerie

Govig Executive Search

Scottsdale, AZ govig.com

Govig & Associates is one of the largest privately held firms in the executive search industry. With four decades in recruiting, we have the knowledge, the network and the speed to provide unparalleled service to our clients. Our healthcare division focuses nationwide within post-acute care, senior housing, home health, hospice and behavioral health

New Initiatives or Future Plans

Govig is committed to advancing its presence and influence in the healthcare sector. We aspire to enhance our impact on the healthcare industry and contribute to the success and growth of our clients in these vital sectors

Category: Executive Search

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 60

Alison Drumm

VP Senior Housing Division

alison.drumm@govig.com

I’d like to share: I have been with Govig & Associates since 1998 recruiting nationally and exclusively in the senior housing industry. With 25+ years, I bring expertise in aligning top talent with evolving needs. • I’d like to learn: The specific leadership qualities and skills you find most impactful in navigating the current landscape . • A skill everyone should have: Good communication is vital for conveying ideas, resolving conflicts, and building connections; enhances collaboration and fosters a harmonious, productive environment. • A song/lyric that describes my life: "Here Comes the Sun" by The Beatles. Captures the resilience and optimism through life's challenges, symbolizing hope and bright days.

Groove Technology Solutions

Midvale, UT

getgrooven.com

Groove is your partner in property technology solutions to empower your residents to get the most enjoyment out of their residence. From DIRECTV, Internet and Wi-Fi to video surveillance, phone systems, and other in-room technologies, we serve a variety of senior living and healthcare properties nationwide

New Initiatives or Future Plans

Whether you are upgrading a single solution to meet evolving business needs or you’re in need of a new technology suite from a single source provider, we ensure your property technologies work seamlessly together while simplifying vendor management

Category: TV & Internet

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 150

Mike Faddis VP Sales

mfaddis@getgrooven.com

I’d like to share: Groove can help with virtually any technology that is needed by a facility or community, especially as the next generation starts requiring more technology to meet their expectations. • I’d like to learn: How many are facing these next generation demands and trying to find a way to keep up with where the market is headed? • A skill everyone should have: Communication. We don't have to have the correct punctuation or sentence structure, but we need to be able to communicate our ideas, feelings, and important information . • A song/lyric that describes my life: "Nobody's perfect, not even a perfect stranger."

Hebrew SeniorLife

Boston, MA

hebrewseniorlife.org

Hebrew SeniorLife, an affiliate of Harvard Medical School, is a national senior services leader uniquely dedicated to rethinking, researching, and redefining the possibilities of aging. HSL, founded in 1903, cares for more than 4,500 seniors a day across seven campuses and homes throughout greater Boston, conducts aging research, and trains more than 500 providers annually

Tax Status: Not for Profit

# Communities: 7 (2 in development)

# Total Beds/Units: 2,430

# AL Units: 120

# IL Units: 1,500

# SNF Beds: 145

Est. 2024 Revenue: $270MM

Operating In: MA

Steven Landers, MD

President & CEO

stevelanders@hsl.harvard.edu

Hebrew SeniorLife

Boston, MA

hebrewseniorlife.org

Kim Brooks

COO

kimbrooks@hsl.harvard.edu

I’d like to share: Proud to be part of an organization focused on the integration of care and services for older adults of all income levels. • I’d like to learn: Creative solutions and partnerships that organizations have taken to either be an insurer or take risk and enter into value-based care in IL/AL. • A skill everyone should have: Being humble – there's always more to learn, and everyone around you plays an important role in the success of the organization . • A song/lyric that describes my life: "All these places have their moments with lovers and friends / I still can recall / Some are dead and some are living, in my life, I've loved them all ."

Hop In Technologies

Markham, ON hopintech.com

Hop In provides a logistics software solution connecting companies outside of transit access with employees. Our solution aligns with the scheduling of companies and employees to offer customized routes and schedules. Our solution ensures employees get to work efficiently – improving productivity, increasing retention and recruitment, and improving company's ESG ratings

New Initiatives or Future Plans

With increased gig working in healthcare, we are adapting by offering the ability to sign onto shifts and shuttles together as needed. We are aligning transportation to organizations' varying needs to ensure that shifts are filled ahead of time

Erich Ko CEO & Co-Founder

erich@hopintech.com

I’d like to share: How my company is using transportation to improve the daily lives of individuals as well as how we support the growth of local economies. • I’d like to learn: The day-to-day logistics of senior living facilities pertaining to how the staff and residents attend events/activities offsite. • A skill everyone should have: With the staggering amount of access to information today, I think it is more important than ever that people learn patience and critical thinking before they act

• A song/lyric that describes my life: "Coins" by Local Natives.

HumanGood

Duarte, CA

humangood.org

HumanGood’s mission is to ensure that those we serve have every opportunity to become their best selves as they define it. With 5,000 team members serving more than 13,000 residents in our 23 life plan communities and nearly 100 affordable housing communities, HumanGood is the seventh-largest non-profit senior living provider in the country.

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 123

# Total Beds/Units: 5,000

# AL Units: 926

# IL Units: 2,911

# SNF Beds: 918

Est. 2024 Revenue: $700MM

Operating In: AZ, CA, DE, ID, MA, NV, OR, PA, WA

Dan Ogus

EVP & COO

dan.ogus@humangood.org

I’d like to share: We are a large non-profit provider of seniors housing. • I’d like to learn: What is new and innovative in the space. • A skill everyone should have: Ability to communicate. • A song/lyric that describes my life: "It's My Life."

HumanGood

Duarte, CA

humangood.org

Nick Lindberg

CTO

nick.lindberg@humangood.org

I’d like to share: WiFi was "invented" by the same man who created the math and methods originally developed to prove Steven Hawking's theory that black holes evaporated and emitted radio waves as a result. • I’d like to learn: How do people view the role of technology and innovation in identifying need where it exists and working with startups to either leverage, convert or create solutions? • A skill everyone should have: How to use Google. • A song/lyric that describes my life: "It's true, I love technology – but not, as much as you, you see – but still, I love technology – always, and, forever" – Kip, singing at his wedding at the end of the movie Napolean Dynamite

Phil Chuang

SVP Healthcare Services

philip.chuang@humangood.org

Spouse/Guest: JT Tomy. • I’d like to share: My experience working for hospital/healthcare systems and for a large healthcare insurer (Sutter Health, Kaiser Permanente) – and where the market is headed. • I’d like to learn: How senior living operators are integrating healthcare offerings into their communities without losing the primary focus of community and connection for residents . • A skill everyone should have: Cooking – there's no better way to connect with family and friends (and make new friends) over a great meal and conversation .

Dennis Gradillas

SVP Revenue

dennis.gradillas@humangood.org

The Huntington National Bank

Columbus, OH huntington.com

The Healthcare Group provides financial solutions to providers, insurers, products and services companies through customized financing, medical claim revenue cycle management solutions, treasury management and insurance. We are committed to delivering solutions to optimize your value, patient experience, balance sheet, profitability and risk mitigation strategies

New Initiatives or Future Plans

Current healthcare commitments total over $6.3B. We work closely with our clients to provide customized debt, treasury management and risk management solutions. Huntington remains active in this challenging environment and can support clients

Category: Finance – Commerical Bank

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 25,000

Irene Hale

SVP & National Director, Senior Living

irene.g.hale@huntington.com

I’d like to share: Huntington is very committed to the healthcare space, with current commitments exceeding $6.3B across all segments. • I’d like to learn: Operators' top priorities and how they are managing costs in the current environment. • A skill everyone should have: The ability to listen to others so you can see things from their perspective and relate to them . • A song/lyric that describes my life: "Beautiful Day" by U2

timothy.g.denniston@huntington.com

I’d like to share: I am the father of a 14-year-old daughter and 15- and 18-year-old sons residing in Palmyra, NY outside of Rochester, with 25 years of experience in healthcare banking. • I’d like to learn: Capital needs are of senior living providers • A skill everyone should have: Gratitude. • A song/lyric that describes my life: "It's a great day to be alive!"

Tim Denniston VP

Speaker

HWKN

New York, NY

hwkn.com

HWKN is an international architectural innovation firm based in New York City. We were founded in 2008 with collaborating offices in Munich, Miami, Berlin, Riyadh, and London. Our work addresses today’s biggest challenges through future-forward thinking, while working on neighborhoods, buildings, and new building typologies.

Matthias Hollwich

Founding Principal

mh@hwkn.com

I’d like to share: Aging is a gift we receive with life, and we are invited to make the most of it. Architecture is a key tool to make aging better for all of us, when done right. • I’d like to learn: How to turn a vision into reality without losing the originality and purity of a good idea. • A skill everyone should have: Curiosity and compassion. • A song/lyric that describes my life: David Bowie – "Changes." Touches on the theme of transformation and embracing the different stages of life

Icon (formerly Caremerge and VoiceFriend)

Chicago, IL

voicefriend.net

Icon is the only all-in-one employee, resident, and family experience management platform that centralizes and elevates engagement, communication, and real-time insights to help senior living operators retain and attract residents and top talent.

New Initiatives or Future Plans

We’re launching our groundbreaking SmartAging AI initiative, that streamlines operations while offering a user-friendly experience. It’s not just smart technology; it’s a smarter approach to senior living

Category: Resident Engagement

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 70

Ryan Galea CEO

ryan.galea@goicon.com

I’d like to share: I'd like to discuss the transformative power of our senior living software in elevating elder care, blending tech with compassion to create meaningful impacts . • I’d like to learn: What inefficiencies or areas of your business do you think could be automated and would have a material costs savings impact for you ?

• A skill everyone should have: Storytelling – mastering the art of storytelling is a powerful way to communicate ideas. It allows individuals to convey complex messages in an engaging, memorable manner

Immanuel

Omaha, NE

immanuel.com

Immanuel is a faith-based organization serving seniors for over 130 years. We have a mix of market-leading, mid-market and affordable communities. Additionally, we have Immanuel Pathways (3 PACE sites), a foundation serving internal residents/participants and an external community foundation which distributes money to other mission-oriented organizations.

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

Operating In: NE

sbear@immanuel.com

Innovation Senior Living

Winter Park, FL

islcommunities.com

Innovation Senior Living, headquartered in Winter Park, Florida, is a woman and minority-owned operator of a continuum of middle market senior living communities that includes independent, assisted living and adult day care throughout the State of Florida. We are socially accountable to working- and middle-class individuals by providing sensible senior living solutions

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 8

# Total Beds/Units: 902

# AL Units: 512

Operating In: FL

Pilar Carvajal Founder & CEO

pcarvajal@innovationsl.com

I’d like to share: I have collected art since I was the age of 10. I also spent my childhood in Sydney, Australia. • I’d like to learn: What your goals are in 2024. • A skill everyone should have: Effective communication involves not only being able to express oneself clearly and confidently but also listening actively and empathetically to others. • A song/lyric that describes my life: "Here Comes the Sun" by The Beatles. This is a timeless classic that captures the feeling of optimism and hope, reminding listeners that brighter days are ahead.

Insight Living

Brea, CA

insightliving.com

Insight Living is championing senior living innovation with cutting-edge AI and proprietary technology. Insight's data-driven approach enables new levels of resident care, family engagement, and operational efficiency, creating a new operating model centered around data utilization for the betterment of all stakeholders and partners.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 6 (3 in development)

# Total Beds/Units: 1,000

# AL Units: 500

# IL Units: 500

Est. 2024 Revenue: $50MM

Operating In: AZ, NM, OR

Bryan Ziebart Principal

bryan@insightliving.com

I’d like to share: From Trader Joe's to movie studios and more, my 15-year journey in data-driven innovation now shapes Insight Living, focused on superior resident care, family engagement, and operational excellence. • I’d like to learn: Keen to connect with senior living executives who are equally committed to using data for innovation and spearheading industry transformation. • A skill everyone should have: The ability to remember names after just one introduction, because let's be honest, there's only so many times you can get away with calling someone 'buddy' or 'hey you!' • A song/lyric that describes my life: "Don't Stop Believin,'" "Crazy Train," "My Heart Will Go On" – a constant balance between hope and chaos as many can relate!

INSPIREN

Brooklyn, NY

inspiren.com

Inspiren is a simple, streamlined operating system to optimize senior living community operations at every step. Our technology puts residents first, capturing insights on everything from revenue leakage to staff utilization, while providing an extra layer of oversight as an extension of your care team

New Initiatives or Future Plans

Inspiren has developed the industry’s first comprehensive operations management system that captures insights across senior living communities to inform seamless care delivery and guide stronger, more proactive care decisions

Category: Operational Intelligence Platform

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 40

Michael Wang Founder & Chief Clinical Officer

mike@inspiren.com

I’d like to share: Leveraging AI to positively impact profitability, staffing, and safety is no longer theoretical. As we speak, AUGi, Inspiren’s AI, is helping communities across the country. • I’d like to learn: How specifically Inspiren can use AI to help organizations. • A skill everyone should have: How to change a tire. • A song/ lyric that describes my life: "No surrender / No retreat." – Bruce Springsteen.

Integral Senior Living & Solstice

Senior Living

Carlsbad, CA islllc.com

We operate over 100 communities throughout the U.S. as part of the Integral Senior Living and Solstice brands, which are vertical within the Discovery Senior Living family of companies.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 105 (3 in development)

# Total Beds/Units: 10,699

# AL Units: 3,608

# IL Units: 5,761

Est. 2024 Revenue: $519MM

Operating In: AZ, CA, CO, CT, ID, IL, IA, KS, KY, LA, ME, MI, MO, NE, NV, NM, NY, OK, PA, TN, TX, UT, WA, WI

Collette Gray President & CEO

cgray@islllc.com

I’d like to share: Don't be afraid to use your voice and speak up for what you believe in. • I’d like to learn: I'm always interested in the latest and greatest technology out there . • A skill everyone should have: Knowing that you choose your attitude...I CHOOSE JOY! • A song/lyric that describes my life: "Life is a journey not a destination / And I just can't tell what tomorrow will bring ."

Intrex

Reston, VA

intrexis.com

Intrex's Rythmos solution is nurse call, wander management, access control, and fall detection with a single wearable. Rythmos was developed for senior living communities by a 45+ year-old provider of direct care to seniors. Intrex partners with senior communities to improve the measuring, monitoring, and delivery of care through unobtrusive sensor and wearable technology

New Initiatives or Future Plans

Our Kallos wearable features an OLED screen, indoor and outdoor location awareness, 2-way audio, fall detection, force touch tech, and more. We have developed advanced machine learning (ML) based fall detection via wearables and unobtrusive sensors

Category: Resident Safety

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 25

Ted Tzirimis

CEO

ted@intrexis.com

I’d like to share: Technology is great, but unless it is developed collaboratively with operators it is likely to fall flat. The best solutions solve specific challenges faced by operators and come from the ground up. • I’d like to learn: Challenges and pain points faced by senior living owners and operators. What keeps them up at night? How do they balance investor demands with resident safety and caregiver retention? • A skill everyone should have: Listening! Everyone is passionate, faces challenges, and has solutions. Listening enhances collaboration and provides solutions to improve the lives of our seniors • A song/lyric that describes my life: "But when the night is falling / You cannot find the light / You feel your dreams are dying / Hold tight / You've got the music in you."

The Joint Commission

Oakbrook Terrace, IL jointcommission.org/alc

Expert guidance. Unmatched support. Market distinction. The Joint Commission provides assisted living and skilled nursing providers the framework to develop and employ sustainable, quality care processes. Used by your community as a quality indicator, our programs can help reduce risk, ease burdensome oversight practices, increase occupancy and encourage growth

New Initiatives or Future Plans

New Jersey allows Joint Commission-accredited assisted living residences to forgo required biennial inspections and is now the 10th state to employ recognition of national accreditation in lieu of state surveys to support licensure activities

Category: Accreditation

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 1,500

Gina Zimmermann

Executive Director, Nursing Care Center & Assisted Living Community Services

gzimmermann@jointcommission.org

I’d like to share: How our Assisted Living Community Accreditation Program and Memory Care Certification in collaboration with the Alzheimer's Association helps communities meet critical quality and business goals. • I’d like to learn: How you measure and improve quality and safety of services in your assisted living communities and skilled nursing facilities. • A skill everyone should have: How to make 'small talk.' • A song/lyric that describes my life: "The Best is Yet to Come" by Frank Sinatra

Knute Nelson | Walker Methodist

Alexandria, MN

knutenelson.org

Knute Nelson/Walker Methodist is a full continuum senior service company based in Alexandria, Minnesota serving Minnesota and North Dakota. Services include short term rehab, outpatient therapy, nursing home, assisted living, memory care, independent living, home care, hospice, and wellness programs

Primary Organization Type: AL/IL

Tax Status: Not for Profit

# Communities: 34

# Total Beds/Units: 2,236

# AL Units: 980

# IL Units: 1,075

# SNF Beds: 281

Est. 2024 Revenue: $176MM

Operating In: MN, ND

Mark Anderson

President & CEO

mark.anderson@knutenelson.org

Spouse/Guest: Sally. • I’d like to share: We are in the middle of a merger with a senior living company, Walker Methodist, that closed on January 1st, 2024. • I’d like to learn: About managed care contracts, and appropriate reimbursement in those contracts. • A skill everyone should have: The ability to be adaptable. The external environment will always be in constant change

KARE

Houston, TX

doyoukare.com

KARE is the first labor marketplace dedicated solely to the senior housing and post-acute industry. KARE connects qualified caregivers and nurses with communities and nursing homes. KARE gives communities the ability to quickly fill open shifts and hire FTE at no charge, delivering a revolutionary approach to solving staffing challenges

New Initiatives or Future Plans

Expanding industry partnerships and prioritizing product enhancements

Category: Search/Staffing

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 300

Evan Kuo

Regional VP

ekuo@doyoukare.com

I’d like to share: I got stuck in an outdoor bar public men’s bathroom. In Rome. Took firefighters two hours to saw cut the steel hinges off the 150 year-old door. I don’t speak Italian either. • I’d like to learn: What is your five and ten year organization plan? • A skill everyone should have: Understanding – it would make our world a much better place, very quickly. • A song/lyric that describes my life: "St. Louie" by Nelly. "I am born, raised and now have planted our family's flag in the Gateway to the West / I love where I am from."

KARE

Houston, TX

doyoukare.com

Bryant McCann

General Manager

bmccann@doyoukare.com

I’d like to share: It's a privilege to attend my 5th Senior Living 100! I look forward to seeing familiar faces and new! Passionate about our senior living workforce and confident we, as an industry, can overcome current challenges . • I’d like to learn: Excited to better understand how operators/providers are attacking and overcoming current staffing shortages. Interested to hear success stories around recruitment and retainment strategies. • A skill everyone should have: Empathy – the ability to understand and share the feelings of others. • A song/lyric that describes my life: "I don't know where I'm going / But I sure know where I've been / Hanging on the promises in songs of yesterday / And I've made up my mind / I ain't wasting no more time / Here I go again, here I go again."

Kauhale Health

Westerville, OH kauhalehealth.com

Kauhale Health is a senior housing management and development organization that was founded on the principle of re-envisioning healthcare, and a mission to empower purposeful living within our communities.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 2

# Total Beds/Units: 600

# AL Units: 140

# IL Units: 300

# SNF Beds: 60

Est. 2024 Revenue: $24MM

Operating In: MI

James Palculict COO

jpalculict@kauhalehealth.com

Spouse/Guest: Heather. • I’d like to share: Over the 25 years of my career in senior housing, we have endured many challenges within our space. While we are in a challenging time, I believe that the next year will provide great opportunities! • I’d like to learn: I think I am seeing the "curve" within the AL and IL space, what are others seeing? • A skill everyone should have: Everyone should learn that while speaking you are not listening. • A song/lyric that describes my life: "Some of it's magic, some of it's tragic, but its been good all the way."

James Ferkany

jferkany@kauhalehealth.com

Spouse/Guest: Kimberly. • I’d like to learn: Infuse/integrate more technology that actually has a measurable ROI. • A skill everyone should have: The ability to read and interpret and act on written language. • A song/lyric that describes my life: "Roll With the Changes" by REO Speedwagon.

Lazear Capital Partners

Columbus, OH

lazearcapital.com

Lazear Capital Partners is a boutique investment firm specializing in sell side transactions with a focus on ESOPs. Lazear specializes in the largest sophisticated ESOP transactions nationwide. Lazear helps create your transition plan providing business owners the ability to sell tax free and retain employees with ownership in the company

New Initiatives or Future Plans

Lazear will continue to expand ESOPs to senior living owners across the nation, offering amazing outcomes to business owners, employees and increase cash flow for companies that includes becoming tax free

Category: Finance – Advisory & ESOP

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 50

Suzanne Myers

Managing Director

sm@lazearcapital.com

Spouse/Guest: Gary. • I’d like to share: Consider ESOPs in your success planning. ESOPs benefit owners by allowing them to sell tax free, preserve team culture, and maintain leadership. The company becomes tax and retains talent. • I’d like to learn: What are senior living owners and operators biggest challenges for the future? • A skill everyone should have: Digital literacy. • A song/lyric that describes my life: "I Did it My Way."

Life Care Services

Des Moines, IA lcsnet.com

An industry pioneer with more than fifty years of experience, making a difference in the lives of seniors has been our sole focus since day one. At LCS, we have a dedicated family of companies to serve the industry. With a national footprint serving nearly 150 life plan and rental communities as both an owner and an operator, LCS is excited about the opportunities ahead

Primary Organization Type: Life Plan Communities

Tax Status: For Profit

# Communities: 140

# Total Beds/Units: 67,700

# AL Units: 40,000

# IL Units: 23,000

# SNF Beds: 4,700

Est. 2024 Revenue: $80MM

Operating In: All 50

GeLynna Shaw

EVP Operations, Senior Living Management

shawgelynna@lcsnet.com

Spouse/Guest: Tony. • I’d like to share: LCS and I are willing to partner with others to ensure we are, as an industry, thinking about the next generation of residents and workforce. We are in this together. • I’d like to learn: Any technology or processes that have enabled people to work smarter not harder. • A skill everyone should have: Ability to form relationships through authentic and genuine interactions . • A song/lyric that describes my life: "1,000 HP" by Godsmack

Life Care Services

Des Moines, IA lcsnet.com

Frank Vedder

SVP & CIO

vedderfrank@lcsnet.com

I’d like to share: LCS is in the midst of a critical data analytics journey. Improving this capability offers the potential for our industry to speak more clearly on our value proposition to the healthcare industry. • I’d like to learn: How other companies are advancing their own analytical capabilities and how our collective work can lift the industry at large. • A skill everyone should have: An analytical curiosity and base skills are increasingly important capabilities of every industry leader. The days of leading via gut instinct alone are gone. • A song/lyric that describes my life: "Simple Man" by Lynyrd Skynyrd.

LifeLoop

Omaha, NE

lifeloop.com

We have one goal: helping senior living communities flourish. Our comprehensive platform delivers quality experiences for seniors, their families, and those who care for them from move-in day to every day. Our passion for harnessing technology to improve senior lives has made us the leading software provider for the largest population of senior living communities today

New Initiatives or Future Plans

We are committed to helping senior living communities drive measurable impact for your residents, staff, and family members. LifeLoop is purpose-built with intuitive tooling and insights that specifically meet the needs of today's operators

Category: Patient Engagement/Experience

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 100

Marcus Banks

Chief Revenue Officer

marcus.banks@lifeloop.com

I’d like to share: There are some incredible experiences that each of us carry with us as we are privileged to work with our seniors! Looking forward to hearing you share some of them with me! • I’d like to learn: What are some of your strategic priorities in 2024? How did 2023 help to frame some of those 2024 priorities? Strategies for us to collectively join together to move senior living forward . • A skill everyone should have: Listening to others to understand rather than listening to others to respond! • A song/lyric that describes my life: "And if I never live to see another day / There's nothing I would change or take away / I've had so many ups that they far outweigh my downs / Lord, I thank you for my life!"

Omaha, NE

lifeloop.com

Joey Carney

Director, Sales

joey.carney@lifeloop.com

I’d like to share: I am thankful to have found the senior living industry when I did. Going on my 7th year in the space, I can truly say this is where I plan to be for the entirety of my professional career. • I’d like to learn: What is the innovation from vendor partners that providers are most looking forward to in the next three to five years, outside of AI? • A skill everyone should have: People skills. Understanding and connecting with people is what makes me excited to get up everyday. I believe that you can learn something from everyone. • A song/lyric that describes my life: Bon Jovi – "It's My Life." I am someone who appreciates living in the moment, embracing uncertainty, and wants to get as much out of this life as I can, so I think it is rather fitting.

Lifespace Communities

Dallas, TX

lifespacecommunities.com

Lifespace Communities, a leading non-profit with 17 CCRCs across seven states serves nearly 6,000 residents in environments where residents and team members are empowered to live their aspirations and thrive. Recently, six of our communities were named "America's Best CCRCs" by Newsweek in 2024. Future growth is fueled by innovation, data and analytics, and strategic partnerships

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 17

# Total Beds/Units: 6,318

# AL Units: 885

# IL Units: 4,246

# SNF Beds: 1,187

Est. 2024 Revenue: $450MM

Operating In: FL, IL, KS, MN, PA, TX, WI

Jesse Jantzen

President & CEO

jesse.jantzen@lifespacecommunities.com

I’d like to share: While there are dynamics we are working through that are sobering, I remain energized about the future and the role Lifespace will play in reshaping the future for older adults. • I’d like to learn: How you are reinventing your organization(s) in light of the dynamic environments we are in. • A skill everyone should have: Effective listening.

brian.robbins@lifespacecommunities.com

Brian Robbins

Lifespace Communities

Dallas, TX

lifespacecommunities.com

Nick Harshfield

CFO

nick.harshfield@lifespacecommunities.com

Spouse/Guest: Julie.

Nikki Kresse CPO

nikki.kresse@lifespacecommunities.com

Mike

Roach

Chief Strategy Officer

mike.roach@lifespacecommunities.com

I’d like to share: Hypothesis and ideas on where the industry is headed based on industry, customer data and trends. • I’d like to learn: Innovations and best practices that you have implemented across technology integration, resident engagement, or business models.

• A skill everyone should have: Adaptability – in a dynamic business environment like ours, we must embrace change, navigate uncertainty, and guide through challenges.

• A song/lyric that describes my life: "Life is not tried, it is merely survived if you're standing outside the fire." – Garth Brooks

lifespacecommunities.com

rick.oros@lifespacecommunities.com

I’d like to share: My thoughts and ideas. • I’d like to learn: New and creative ways of meeting the needs of seniors . • A skill everyone should have: Creative thinking. • A song/lyric that describes my life: "Thank You for Being a Friend."

Staff

Lincoln Healthcare Leadership

Southport, CT

lincolnhc.com

Lincoln Healthcare Leadership is a leader-to-leader advisory company spanning the continuum of senior care. We enable forward-thinking organizations to meaningfully drive their goals by aligning with leadership teams to deeply understand your initiatives and challenges, and tailor impactful solutions for you. Our mission is to inspire excellence in leadership, strategy and innovation through exceptional insights and communities.

New Initiatives or Future Plans

We're excited to bring Senior Living 100 back to the east coast next year!

Save the date: March 23-25, 2025 at the stunning Ritz-Carlton Amelia Island in Florida

# Employees: 30

jlynn@lincolnhc.com

I’d like to share: You are the best and brightest leaders, poised to move the entire industry. Senior Living 100 provides the platform for sharing best practices, insights, and strong network collaboration. • I’d like to learn: How are you creating and protecting the space and resource for new models and initiatives in this constrained environment? • A skill everyone should have: Understanding what someone else wants and needs, and providing a solution is key for all relationships and partnerships. Be a problem solver and influencer, (not a seller)! • A song/lyric that describes my life: "To change the world, start with one step."

Julie Fortunato

jfortunato@lincolnhc.com

A skill everyone should have: How to say "no." • A song/lyric that describes my life: "Fast" by Luke Bryan..."Sixty seconds now feels more like thirty / Tick-tock, won't stop, around it goes / Sand through the glass sure falls in a hurry."

Jeanette Lynn President

Lincoln Healthcare Leadership

Southport, CT

lincolnhc.com

Jim Kovac

Managing Director, Senior Living 100

jkovac@lincolnhc.com

I’d like to share: Excited to welcome everyone to Laguna and looking forward to an inspiring program. • I’d like to learn: How operators are continuing to think about the dynamics of the next generation of resident. • A skill everyone should have: Active listening. • A song/lyric that describes my life: "Gonna keep on tryin', till I reach my highest ground."

Jen Cross

Associate Managing Director, Senior Living 100

jcross@lincolnhc.com

I’d like to share: A big thank you for joining us at Senior Living 100 this year! We are so excited to share our education program with all of our amazing operators and solution partners... Empower. Collaborate. Thrive. • I’d like to learn: What if, anything, is your organization doing to prepare for the move towards value-based care? • A skill everyone should have: Good communication skills – fundamental to every aspect of life...personal, professional and day-to-day interactions. • A song/lyric that describes my life: "Forever Young" by Bob Dylan.

Lincoln Healthcare Leadership

Southport, CT

lincolnhc.com

Colleen Griffin

Director, Senior Living Partnerships

cgriffin@lincolnhc.com

I’d like to share: A BIG THANK YOU to all of our partners and operators for joining us this year! Without your continued support we couldn't put on this amazing event. • I’d like to learn: I couldn't pin point one thing. I am all ears and eager to learn more about what you are doing to change and improve the future of senior living . • A skill everyone should have: Independence – learn to cook, clean, manage finances, do your own taxes, travel alone, dine by yourself at a restaurant. This way you never have to depend on anyone. • A song/lyric that describes my life: "This is the Time" by Billy Joel. "This is the time to remember / 'Cause it will not last forever / These are the days to hold on to / 'Cause we won't, although we'll want to."

Chris Babbidge VP Partnerships

cbabbidge@lincolnhc.com

I’d like to share: I'd like to thank all of our partners, providers and industry leaders for their continued support of Senior Living 100, and for their contributions in making it such an impactful annual gathering. • I’d like to learn: What innovative approaches and/or successes has your organization had in tapping into a nontraditional workforce demographic, such as foreign workers and those new to healthcare? • A skill everyone should have: Listening. Often easier said than done, but when mastered – it makes a world of difference for everyone . • A song/lyric that describes my life: "Seasons" by Steve Miller Band

Lincoln Healthcare Leadership

Southport, CT

lincolnhc.com

Emily Bracken

Senior Manager, Event Operations

ebracken@lincolnhc.com

A skill everyone should have: Empathy – it allows people to build social connections as well as understand and relate to others. • A song/lyric that describes my life: "Minds change like the weather / I hope you remember today is never too late to be brand new." – "Innocent" by Taylor Swift.

Sam Epstein

Associate Director, Marketing & Creative Lead

sepstein@lincolnhc.com

A skill everyone should have: Solving crossword puzzles. They improve your vocabulary and memory, hone your creative problem-solving skills, and they're fun (once you get the hang of them)! • A song/lyric that describes my life: "You can dance on the breeze over houses and trees with your fist holding tight to the string of your kite." – "Let's Go Fly a Kite," Mary Poppins

Tim Craig

Managing Director, LTC 100

tcraig@lincolnhc.com

I’d like to share: CMS is making "member experience" a bigger part of the MA 5-Star Ratings. Figuring out how you can help your payer partners deliver on this KPI will be an important provider strategy going forward! • I’d like to learn: Is anyone doing SNF at Home at scale and getting adequate payment for it? • A skill everyone should have: Mastery of a foreign language. It not only makes you more versatile, but it also gives you a new perspective . • A song/lyric that describes my life: “I’m A Believer” by The Monkees.

Lincoln Healthcare Leadership

Southport, CT

lincolnhc.com

Cathy Ronca

Associate Managing Director, LTC 100

cronca@lincolnhc.com

I’d like to learn: What impact will regulations and surveys have on the AL segment? • A skill everyone should have: Networking. • A song/lyric that describes my life: "Ironic."

kcolon@lincolnhc.com

A skill everyone should have: Flexible to change. Goals and environments are ever-changing, and it has served me well in my life to be open and ready to new things and ideas. • A song/lyric that describes my life: "Don't ever let life pass you by" – Incubus

Maria Marschke

Senior Director, Event Operations

mmarschke@lincolnhc.com

A skill everyone should have: To be polite and respectful. • A song/lyric that describes my life: "What Doesn't Kill You Makes You Stronger."

Kaylee Colon Speaker Liaison

Lincoln Healthcare Leadership

Southport, CT

lincolnhc.com

madams@lincolnhc.com

A skill everyone should have: Patience and empathy. The Golden Rule – "do unto others as you would have them do unto you." • A song/lyric that describes my life: "I Will Survive" by Gloria Gaynor.

jharding@lincolnhc.com

A skill everyone should have: Adaptability. With technology advancing and society changing this is a must have skill. • A song/lyric that describes my life: "Don't you know it's true what they say / That life, it ain't easy / But your time's coming around / So don't you stop tryin'" – S Club 7.

jcarlino@lincolnhc.com

Miriam Adams Senior Manager, Event Operations

Jessica Harding Conference Planner

Jackie Carlino Spouse Program Director

Link-age Launch

Mason, OH

linkagelaunch.com

Link-age Launch leverages our healthy aging expertise and healthcare industry experience, extensive distribution networks, and ecosystem partnerships to build de-risked companies that address high priority pain points, are capital efficient, broadly scalable, and deliver outsized financial returns.

New Initiatives or Future Plans

We are building and launching two new companies with our senior living partners to reduce the cost, productivity loss, and inherent liability associated with high turnover (one is a technology solution and one is a novel health and wellness benefit platform).

Scott Collins President & CEO

scollins@linkagelaunch.com

I’d like to share: We're actively looking for senior living providers to partner with our venture studio which leverages our domain expertise in aging to build companies to address their highest priority pain points. • I’d like to learn: If you had the opportunity to solve your highest priority pain point, what is it and what solution would you build? • A skill everyone should have: Boundless curiosity. Seeking to understand why things are the way they are, and how they could be improved helps fuel innovation

Maple Knoll Communities

Cincinnati, OH mapleknoll.org

With a 175-year history, we operate as a non-profit CCRC, offering independent living, assisted living, and skilled nursing care. Our commitment extends beyond residential services; with WMKV radio we provide education and companionship to homebound seniors. Formal affiliations with Miami University and The University of Cincinnati enable us to adapt to evolving needs of seniors.

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 2

# Total Beds/Units: 905

# AL Units: 91

# IL Units: 659

# SNF Beds: 155

Est. 2024 Revenue: $47MM

Operating In: OH

Tim McGowan

COO & EVP

tmcgowan@mkcommunities.org

Maple Knoll Communities

Cincinnati, OH

mapleknoll.org

Megan Ulrich

SVP Marketing & Business Development

mulrich@mkcommunities.org

I’d like to share: How leveraging data can gain actionable insights into customer behavior to better understand customer preferences, trends and making informed decisions resulting in increased engagement and conversions . • I’d like to learn: Successes, challenges or lessons learned from integrating emerging technologies into marketing strategies. • A skill everyone should have: Adaptability. In the fast-paced and ever-evolving field of senior living, the ability to adapt to changing trends, technologies, and consumer behaviors is crucial for success

MBK Senior Living

Irvine, CA

mbkseniorliving.com

MBK is an owner/operator for 39 communities specializing in IL/AL/MC that has been operating in the senior living space since 1990. The company has a strong culture that is focused on quality outcomes for our residents while also caring for our team members to ensure they feel valued

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 39

# Total Beds/Units: 4,340

# AL Units: 3,284

# IL Units: 897

Est. 2024 Revenue: $285MM

Operating In: AZ, CA, CO, NV, UT, WA

jefffischer@mbk.com

I’d like to share: Despite the current economic challenges, MBK is bullish on the future of the senior living industry and looking for further growth opportunities this year. • I’d like to learn: How current technologies can help continue to improve our resident outcomes and happiness. • A skill everyone should have: Remaining balanced in the face of calamity and to confidently handle any obstacles/issues that may arise .

albertperez@mbk.com

I’d like to share: Technologies in use and business process improvements for our portfolio. • I’d like to learn: Technologies in use at other senior living operators . • A skill everyone should have: The willingness to learn new business processes and adopt new technologies and opportunities .

Jeff Fischer President

Albert Perez

SVP Information Technology

MBK Senior Living

Irvine, CA

mbkseniorliving.com

Roger Green

VP Capital Projects & Construction

rogergreen@mbk.com

I’d like to share: Last year, I hiked Machu Pichu. I am also trying to improve my golf game. • I’d like to learn: Best practices that operators use to complete capital projects efficiently and cost effectively. • A skill everyone should have: Time management

Medline Industries, LP

Northfield, IL

medline.com

Long-term care providers are being faced with historic shifts creating pressure on the ability to effectively operate, achieve goals and look ahead. With deep experience in long-term care, Medline is here to move you forward with clinical, financial, and operational solutions to help you thrive

New Initiatives or Future Plans

Medline is investing in educational solutions to help support the senior living market in areas like infection prevention, personal care, and falls prevention

Category: Medical Supply Distribution

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 36,000

Hunter Scott

Senior Director, National Field Sales

hscott@medline.com

Megan Hardy

Director, Business Development, Long Term Care

mhardy@medline.com

I’d like to share: Medline has a strong focus on senior living and serves as a multi-solution partner for all community needs from personal care supplies, to housekeeping, to laundry. • I’d like to learn: What are your priorities and goals for the upcoming year? Which areas of your business are most challenging to manage? • A skill everyone should have: Changing a tire. And golfing!!

Mennonite Home Communities

Lancaster, PA

mennonitehome.org

Mennonite Home Communities has been providing high quality care/services since 1903. We are a large single site life plan community that has consistently been 5 stars. We were an early adopter of person-centered care along with reinventing our skilled nursing into households in 2008-2009. Our IL campus is thriving with an outstanding product and vibrant community life

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 1

# Total Beds/Units: 780

# AL Units: 85

# IL Units: 535

# SNF Beds: 160

Est. 2024 Revenue: $46MM

Operating In: PA

John Sauder

jsauder@mennonitehome.org

Spouse/Guest: Rose. • I’d like to share: I have 31 years of senior living experience in a variety of roles including finance, HR, director of nursing, NHA, VP of health services, VP of operations and for the last seven years serving as President. • I’d like to learn: Cutting edge strategies for the future. • A skill everyone should have: Be the person that people want to follow.

President

Methodist Retirement Communities

The Woodlands, TX mrcaff.org

We are a faith-based organization that has been serving Texas for 62 years. We operate CCRC's, SNF-AL properties and five HUD projects. We currently are planning for middle market rental projects in our markets and have ventured into community services with a memory care day service.

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 12

# Total Beds/Units: 1,465

# AL Units: 457

# IL Units: 807

# SNF Beds: 320

Est. 2024 Revenue: $120MM

Operating In: TX

Alan Brown President & CEO

abrown@mrcaff.org

I’d like to share: Let's work together to unleash the power of those we serve to change the narrative on aging. • I’d like to learn: What others are doing related to new and innovative service delivery models. • A skill everyone should have: The ability to listen is a skill everyone should master. Many times we hear but don't listen. • A song/lyric that describes my life: Garth Brooks, "Thank God for unanswered prayers / God knows what is best for me if I trust Him with my life ."

Senior Living Operator

Midwest Health

Topeka, KS

midwest-health.com

Midwest Health is a family-owned and operator-based in Topeka, Kansas. We work every day with that sense of connection, respect and purpose to make life rewarding for everyone in our communities. We offer the confidence of nearly 40 years of senior living experience and operate several types of communities to serve all levels of care

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 90 (1 in development)

# Total Beds/Units: 4,000

# AL Units: 2,600

# IL Units: 600

# SNF Beds: 900

Operating In: IL, IA, KS, MO, NE, OK

Joe Perkin

VPO

jperkin@midwest-health.com

Spouse/Guest: Erica. • I’d like to share: Excited to back in Laguna Niguel for another Lincoln Healthcare event and to interact with all the top operators and vendors! • I’d like to learn: We are always excited to hear what other operators are doing in regard to growth and development. We are also hoping to learn about emerging technology that relates to senior living • A skill everyone should have: The ability to recognize and take responsibility for your own shortcomings and mistakes and work to overcome them. • A song/lyric that describes my life: My wife tells me that the lyrics to the Eagles "Take It To the Limit" are a good fit for me. Not sure if that is good or bad...lol.

Nascentia Health

Syracuse, NY

nascentiahealth.org

Nascentia Health provides a broad spectrum of community-based home care services across Upstate New York, leveraging leading-edge technologies to improve outcomes and quality of life for those we serve. Nascentia Health provides additional benefits to members through their Medicare Advantage (DSNP and ISNP) and Managed Long-Term Care (MLTC) insurance plans

Primary Organization Type: AL/IL

Tax Status: Not for Profit

Operating In: NY

cmanna@nascentiahealth.org

Cheryl Manna COO

National Association for Regulatory Administration

Fredericksburg, VA naralicensing.org

NARA is an international non-profit professional association founded in 1976 representing all human care licensing, including adult residential and assisted living, adult day care, child care, child welfare and program licensing for services related to mental illness, developmental disabilities and abuse of drugs or alcohol

New Initiatives or Future Plans

NARA is currently involved in and working with assisted living trade associations and providers to improve the quality of care in assisted living by developing best practices that can be used by providers, regulators, policy makers, etc.

alfredjohnson@naralicensing.org

I’d like to share: You've heard the quote: "Fight for the things that you care about but do it in a way that will lead others to join you." I look forward to developing a collaborative relationship with you. • I’d like to learn: Always interested in learning a person's journey. What you led you to be involved in this industry? • A skill everyone should have: Listening to understand and not just to respond. Increasing an understanding of a person's circumstance exhibits compassion, empathy and partnership. • A song/lyric that describes my life: "Stand" by

Donnie McClurkin

Alfred Johnson Past President

Netsmart

Overland Park, KS ntst.com

Netsmart provides technology solutions to over 10,000 senior living communities in the U.S., including MDS predictive analytics, staffing insights and claims optimization. Many senior living organizations leverage the myUnity electronic health record to unify the senior care continuum in a single platform, including AL, SNF, home health, palliative and hospice

New Initiatives or Future Plans

Taking financial risk in a value-based care structure requires different tools and technology than in a fee-for-service structure. The Netsmart CareFabric® platform is designed to support the shift to value-based, person-centered care models

Category: Enterprise Software

Who We Serve: AL/IL, Life Plan Communities, SNF

# Employees: 2,518

Dustin Epstein

SVP & GM, Data Solutions

depstein@ntst.com

Spouse/Guest: Jamie. • I’d like to share: Life is short, make the world a better place because you were in it. My wife lives this every day. She even gave a kidney to a complete stranger! • I’d like to learn: Everything I can about assisted living and independent living and how I can leverage what we do in LTC to these other care settings. • A skill everyone should have: Emotional intelligence (EQ). • A song/ lyric that describes my life: "Sweet Home Chicago."

Netsmart

Overland Park, KS ntst.com

Anthony Spano

VP Post Acute Client Development

aspano@ntst.com

I’d like to share: I'm a health informations system professional – whether Netsmart/SIMPLE can solve pain points of yours, or not, I'd love to talk with you about what information-related problems you're dealing with today. • I’d like to learn: What are your plans for growth? Are you considering vertical integration (with either payors, construction, etc)? Are you considering horizontal growth into the homebased care industry? • A skill everyone should have: Empathy. As an African proverb tells us, “If you want to go fast, go alone. If you want to go far, go together." • A song/lyric that describes my life: "You gotta fight...for your right...to parrrtay" (stole this one from Travis Kelce's Super Bowl speech).

New Forum

Charlotte, NC

newforum.net

New Forum is a commercial real estate development company that owns and operates properties throughout North Carolina. Among those properties are two senior living facilities in Greensboro and Pineville. We are interested in developing additional senior living properties throughout North Carolina

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 2

# Total Beds/Units: 400

# IL Units: 400

Est. 2024 Revenue: $7MM

Operating In: NC

bjackson@newforum.net

Spouse/Guest: Carrie Lackey. • I’d like to share: New Forum owns senior living facilities in Greensboro and Pineville, North Carolina. Two of our facilities are tax credit properties. • I’d like to learn: How you establish pricing for residents. • A skill everyone should have: The ability to build meaningful relationships because you can learn something from everyone. • A song/lyric that describes my life: Old Dominion’s “One Man Band.”

Blaine Jackson President

NIC

Annapolis, MD nic.org

The National Investment Center for Seniors Housing & Care (NIC) enables access and choice in senior housing and care by providing the analytics and insights that investors and operators need to make informed decisions, and by facilitating the connections between these groups to benefit America’s elders

New Initiatives or Future Plans

NIC is producing groundbreaking research to show the value of senior housing and care to the healthcare system

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 30

Ray Braun President & CEO

rbraun@nic.org

I’d like to share: I have been at NIC for a little over a year now after a 12-year absence from the senior housing industry. I have enjoyed reconnecting with many former colleagues and meeting new ones! • I’d like to learn: Providing services to the middle market and integrating healthcare services in senior housing . • A skill everyone should have: Effective communication skills are critical for caring for residents and their families and employees to provide high levels of satisfaction .

Northbridge Companies

Burlington, MA

northbridgecos.com

Northbridge Companies owns and operates independent, assisted living and memory care communities in New England. Northbridge believes in developing environments, programs and partnerships that enhance the lives of our residents and associates. Our advisory services deliver a comprehensive range of consultative services to organizations, domestically and internationally.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 19

# Total Beds/Units: 1,455

# AL Units: 1,349

# IL Units: 106

Est. 2024 Revenue: $153MM

Operating In: CT, ME, MA, NH

Jim Coughlin

CEO

jim@northbridgecos.com

I’d like to share: Despite the headwinds our industry is facing, I've never been more optimistic about its' resiliency and the opportunities we will be presented in the coming years . • I’d like to learn: Creative solutions you are using to succeed in today's environment. • A skill everyone should have: The ability to fear less. Optimism and certainty allow teams to accomplish great things . • A song/lyric that describes my life: "The Future's So Bright / I Gotta Wear Shades."

Northbridge Companies

Burlington, MA

northbridgecos.com

Wendy Nowokunski President

wnowokunski@northbridgecos.com

I’d like to share: Passion, purpose and people drive success in your business and in your life. • I’d like to learn: What drives the success of other companies – what is working in today's environment? • A skill everyone should have: Listening. You have two ears and one mouth for a reason. • A song/lyric that describes my life: "I see trees of green, red roses too / I see them bloom for me and for you / And I think to myself / What a wonderful world." Louis Armstrong, “What a Wonderful World.”

Sharon Ricardi

President, Northbridge Advisory Services

sricardi@northbridgecos.com

I’d like to share: My first book, "The Future of Alzheimer's," is now available – and all my profit will be donated to the wonderful, Cure Alzheimer's Fund, to more fully fund research. My advice: write about your passion! • I’d like to learn: What is keeping YOU awake at night? • A skill everyone should have: Critical thinking. • A song/ lyric that describes my life: "All You Need is Love!" (By the life-affirming Beatles!!)

SVP Northbridge Advisory Services

ganderson@northbridgecos.com

Greg Anderson

Nye Health Services

Fremont, NE

nyehealthservices.com

Nye Health Services has been a family owned company since 1989. We have grown to five continuum of care campuses, five outpatient therapy clinics, a regional home health company, and recently purchased a physician's clinic in 2022. We live our mission to "Celebrate Life" every day, by creating environments where residents can live happy and team members can work happy

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 5

# Total Beds/Units: 595

# AL Units: 161

# IL Units: 211

# SNF Beds: 223

Est. 2024 Revenue: $45MM

Operating In: NE

Kristin Harris

COO

kristin.harris@nyehealthservices.com

I’d like to share: I am a small town farm girl and a nurse executive. I utilize the skill of building relationships and trust to inspire and influence leaders and teams to accomplish our outcomes. • I’d like to learn: When you are in need of guidance or inspiration to move forward on a high-level decision, what is your process and who do you reach out to for guidance and perspective?

• A skill everyone should have: The ability to find gratitude in the simple joys. So many decisions are reactions to how we feel. Change the lens we perceive things through, improve our objectivity.

• A song/lyric that describes my life: "The cold never bothered me anyway / It's funny how some distance makes everything seem small / And the fears that once controlled me can't get to me at all" – "Let It Go" from Frozen .

Oakwood Lutheran Senior Ministries

Madison, WI

oakwoodvillage.net

Oakwood continues to meet the needs of our residents. Despite our 75-year age, Oakwood does not rest on tradition. While others are moving away from clinical services, we are investing in home health, hospice and a brand-new skilled nursing facility.

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

Jan Hamilton-Crawford President & CEO

jan.hamilton-crawford@oakwoodvillage.net

I’d like to share: Senior living is in a very transformational season. As leaders we must know "before" in order to do more. • I’d like to learn: Ways in which to keep residents focused on living their best lives versus being concerned about the operations of the day-to-day business. • A skill everyone should have: All should be very skilled with aligning clinical expertise with hospitality. More and more services are moving to the home. One has to be nimble . • A song/lyric that describes my life: "Ain't No Mountain High Enough!"

Ohio Living

Westerville, OH

ohioliving.org

A faith-based community benefit provider of care and services spanning across 51 counties in Ohio able to reach 86% of the population. 11 life plan communities with a $74MM HCBS division providing home health, hospice, palliative medicine, primary care along with a provider-owned pharmacy (Harvest Grove) and a provider-owned Medicare Advantage Plan (Perennial Advantage).

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 11

# Total Beds/Units: 2,513

# AL Units: 485

# IL Units: 1,604

# SNF Beds: 485

Est. 2024 Revenue: $223MM

Operating In: OH

Larry Gumina CEO

lgumina@ohioliving.org

I’d like to share: I am passionate about the future opportunities within our industry segment to serve more older adults, the need for strong board governance, innovation and partnerships.

• I’d like to learn: Value-based best practice care and service delivery models. • A skill everyone should have: The courage to think beyond today and the desire to move forward! • A song/lyric that describes my life: "Baby, I was born to run" – Bruce Springsteen

Omnicare, a CVS Health company

Cincinnati, OH omnicare.com

Omnicare is a national, leading pharmacy for senior living communities. Our high-value solutions, experienced community pharmacists, streamlined technologies and dispensing mechanisms are optimized to help you and your staff provide excellent care and keep residents well. We take pride in providing exceptional customer service backed by an unmatched level of expertise

New Initiatives or Future Plans

Omnicare continuously innovates to provide the best in quality care. Recently, we added in-house delivery to enhance support. With our advances in dispensing technologies, authorizations and turnaround times, residents receive industry-leading care

Category: Pharmacy

Who We Serve: AL/IL, SNF

# Employees: 10,000

Paul Jacques VP

paul.jacques@omnicare.com

I’d like to share: Our business is rapidly changing and in order to stay in front of it, we need to form closer partnerships in order to be successful. • I’d like to learn: With this changing environment, we all need to gain a better understanding of how business needs to be conducted. I would like to understand how facilities view that to form better partnerships. • A skill everyone should have: Relationship building – our only hope to make the world a better place. • A song/lyric that describes my life: "I’ll Meet You Halfway."

ryan.jeanneret@omnicare.com

I’d like to share: I look forward to connecting with peers across the senior living industry. • I’d like to learn: Innovative ways that leaders are looking to tackle today's headwinds. • A skill everyone should have: Without solid communication nothing works .

Ryan Jeanneret VP Sales & Account Management

Omnicare, a CVS Health company

Cincinnati, OH

omnicare.com

Robby Gross

Director, Sales LTC

robby.gross@omnicare.com

I’d like to share: I am passionate about serving the patients in our LTC communities in both a clinical capacity as a licensed geriatric pharmacist and from a sales perspective. • I’d like to learn: The hurdles our facilities are facing from a micro level and how I can be part of those solutions. • A skill everyone should have: Implement the Golden Rule! • A song/lyric that describes my life: "The Way I Talk" by Morgan Wallen.

Amy Roberts

Senior Sales Executive

amy.roberts@omnicare.com

I’d like to share: I look forward to sharing my passion for the senior living industry. I look forward to spending time collaborating with other thought leaders. • I’d like to learn: Any new industry trends and what keeps you up at night . • A skill everyone should have: Communication and interpersonal skills...communication is key! • A song/lyric that describes my life: "Don't Stop Believin'" by Journey

Timothy Walker

Senior Sales Executive, National Accounts

timothy.walker@omnicare.com

I’d like to share: How Omnicare will differentiate themselves and continue to be the leading provider of LTC pharmacy services. • I’d like to learn: Goals and business strategies for 2024. • A skill everyone should have: Empathy – it's important to understand what others are going through and to consider certain situations from a different perspective. • A song/lyric that describes my life: "I'm the Man" by Aloe Blacc. It's sort of my feel good anthem. It's about strength, self confidence, and never giving up.

OneDay

Dallas, TX

oneday.com

OneDay is a fast-growing SaaS company focused on spreading the power of stories by building best-in-class technology. The OneDay for Senior Living program empowers nearly 5,000 communities across the globe to create genuine connections through personalized, authentic, instant-branded video to drive occupancy in your senior living community

New Initiatives or Future Plans

Added an AI script writer, teleprompter, and some automation that's all designed to help improve efficiency, as well as help with adoption of video.

Category: Video Services & Software

# Employees: 29

Donovan Steinberg

VP Customer Success

donovan.steinberg@oneday.com

I’d like to share: I am a video enthusiast. Video builds trust with your recipients, by putting the human back into communication. Research shows that prospecting with personal video increases lead response rate by 2x . • I’d like to learn: The industry pain points and focus in 2024. • A skill everyone should have: Grace. We all need it. • A song/lyric that describes my life: "Whatever tomorrow brings, I'll be there, with open arms and open eyes."

Otterbein SeniorLife

Lebanon, OH

otterbein.org

Inspired by faith, we strive to enrich individual life journeys for all! Founded in 1912, Otterbein SeniorLife carries out this mission through 10 full service life plan communities, nine greenhouse skilled nursing neighborhoods, home health, hospice, at home wellness and adult daycare

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 23

# Total Beds/Units: 3,269

# AL Units: 536

# IL Units: 1,509

# SNF Beds: 1,224

Est. 2024 Revenue: $268MM

Operating In: IN, OH

Jill Wilson

President & CEO

jwilson@otterbein.org

Spouse/Guest: Steve. • I’d like to share: That I am very interested in meeting you and learning about the great things you are doing. • I’d like to learn: Anything you can share about your organization’s best practices. • A skill everyone should have: To analyze, not internalize. It makes life better and easier to understand . • A song/lyric that describes my life: "A Million Dreams" from The Greatest Showman (P!nk's version).

Paradise Valley Estates / NCROC

Fairfield, CA

pvestates.com

Paradise Valley Estates is an 84-acre, non-profit life plan community located in the foothills of the Napa Valley for those 60 and older. The neighborhood, founded by military officers in 1997 and now open to all, is a place to enjoy the unparalleled ease of all-inclusive living in the beautiful northern California region

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

Operating In: CA

steveb@pvestates.com

Spouse/Guest: Tania.

Stephen Borostyan CFO

Parker Health Group

Piscataway, NJ

parkerlife.org

Parker Health Group is an aging services organization providing a continuum of senior care services, including, skilled nursing, assisted living, adult day care, health and wellness, primary care physician services, child development centers, and home and community services

Primary Organization Type: SNF

Tax Status: Not for Profit

# Communities: 6

# Total Beds/Units: 450

# AL Units: 80

# SNF Beds: 350

Est. 2024 Revenue: $60MM

Operating In: NJ

Roberto Muniz

President & CEO

rmuniz@parkerlife.org

Spouse/Guest: Lilia. • I’d like to share: Some of the innovative ways to meet the needs of elders who would prefer to remain at home instead of living in residential settings . • I’d like to learn: How others in this industry dealing with the workforce challenges. • A skill everyone should have: The ability to be open and willing to listen. • A song/lyric that describes my life: "Imagine" by John Lennon

Patriot Angels

Hendersonville, TN patriotangels.com

Patriot Angels has grown since 2012 to become the largest privately-owned company assisting with the VA benefit, aid and attendance. Senior living providers and private clients call on Patriot Angels to help navigate through the overwhelming and complex process of applying for this VA benefit

Category: Financial – Intermediary

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 130

Mali Covington Director, Senior Living Partnerships

m.covington@patriotangels.com

I’d like to share: How communities and residents alike can boost their community's census and beat increased costs through VA benefits with the help of Patriot Angels. • I’d like to learn: How to better serve partners and their residents through organic, personal relationships. I believe the best way to serve our residents is through collaboration within the industry. • A skill everyone should have: Self-awareness! • A song/lyric that describes my life: "Flowers" by Miley Cyrus.

Pegasus Senior Living

Grapevine, TX

pegasusseniorliving.com

Pegasus Senior Living currently operates 34 senior living communities in 11 states. Our mission is to celebrate and enhance all lives with kindness and integrity. Most of our communities offer assisted living and memory care but we also have four communities with large independent living components

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 34

# Total Beds/Units: 4,000

# AL Units: 3,200

# IL Units: 800

Est. 2024 Revenue: $200MM

Operating In: AL, CA, CO, GA, KS, LA, MS, NV, NY, TX, WA

Chris Hollister Co-Founder, CEO & Chair

chollister@pegasusseniorliving.com

I’d like to share: Creative approaches to attracting new dynamic site-specific leaders to the sector. • I’d like to learn: Best ideas for recruiting, training and motivating employees new to the sector. • A skill everyone should have: Hone your ability to listen. Senior living is multi-faceted and complex and there is a profound need to get all sides of an issue before making a thoughtful decision . • A song/ lyric that describes my life: "Instant Karma."

PharMerica

Louisville, KY

pharmerica.com

PharMerica is a national leader with a local touch, with 180+ pharmacies and 200+ hands-on clinicians throughout the country. Drawing on 30+ years of senior care experience, innovative technology, and comprehensive offerings, we’re helping people live their best life

New Initiatives or Future Plans

Our mission is to make a difference in people’s lives by helping them live more independently and achieve their unique health goals. We accomplish this by providing improved care for senior and specialty patients in their homes and communities

Category: Pharmacy

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 6,000

Mike Bahou

VP Corporate Sales

michael.bahou@pharmerica.com

Spouse/Guest: Kate. • I’d like to share: A drink at the bar. I'd love to get to know the attendees on a more personal level and make the week as fun and informative as possible. • I’d like to learn: Your plans for the year, any initiatives you are looking to implement and how PharMerica might be of service to them. • A skill everyone should have: I think everyone should have a go to meal that they cook well. Just don’t tell me it's meatloaf. • A song/lyric that describes my life: "I ain't as good as I once was / My, how the years have flown / But there was a time back in my prime / When I could really hold my own."

Louisville, KY

pharmerica.com

Nick Schmitt

Associate VP Corporate Sales, Senior Living

nicholas.schmitt@pharmerica.com

Spouse/Guest: Ana. • I’d like to share: If considering a pharmacy change or interested in learning about PharMerica, I would enjoy sharing how we differentiate from other long-term care pharmacies both at a national level and at a local level.

• I’d like to learn: What providers are focused on for 2024 and where I should book my next golf trip. • A skill everyone should have: Effective communication. It fosters understanding, resolves conflicts, and builds strong relationships, both personally and professionally. • A song/lyric that describes my life: "Don’t Stop Believing" by Journey.

Pineapple Academy

Blue Springs, MO pineappleacademy.com

700+ videos from a variety of publishers: short, effective 5-minute or less video standard; industry specific training curated to provide; best practices and delivered by subject matter experts; convenient access to training in the flow of work with flexible streaming option and ability to upload your own content or digital assets

New Initiatives or Future Plans

Ability for organizations to upload, stream, and track the utilization of their digital assets; freedom to access digital assets and training content in multiple ways (QR codes, hyperlinks, embeds, SCORM 1.2 file); easy to interface software

Category: Education Technology

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 9

Tucker Graves CEO

tucker@pineappleacademy.com

Spouse/Guest: Laura Wallis. • I’d like to share: Our solutions were designed by operators, for operators. • I’d like to learn: What are your top priorities and challenges going into 2024? • A skill everyone should have: Everyone should have the ability to anticipate the needs of the individuals that they service, in short, hospitality. • A song/lyric that describes my life: "Well you better know the bottom if you wanna be a climber / 'Cause there's always another one a little bit higher / Just when I think I'm finally done I'm staring at another one / So I reach down deep and I lace 'em up tighter."

Pinnacle Senior Living

Eagle, ID

pinnaclesl.com

Pinnacle Senior Living is a dynamic organization in a rapidly expanding independent and assisted living industry. Our focus to create and maintain assisted and independent living communities that set the standard in each of their individual markets. The 50 Pinnacle Senior Living communities operate across six states, and we expect our growth to continue. These communities operate independently with the support of the “service center,” a world-class service team to allow local leaders and their teams to focus solely on the day-to-day care of their residents and overall operations

Primary Organization Type: AL/IL

Operating In: AZ, CA, ID, NV, UT, WI

andrew.rider@scpinnacle.com

Spouse/Guest: Carly.

Andy Rider President

PointClickCare

Mississauga, ON

pointclickcare.com

PointClickCare Technologies Inc. empowers senior living care providers with world-class solutions to meet the need for collaborative, connected, peoplecentered care, with over 21,000 organizations providing senior care using PointClickCare today

New Initiatives or Future Plans

From connecting communities to our comprehensive care collaboration network to offering unparalleled integration with preferred pharmacies, PointClickCare’s Senior Living EHR is driving healthcare coordination and opening the door to value-based care

Category: Enterprise Software

Who We Serve: SNF

# Employees: 2,500

Murry Mercier

Senior Living Market Director

murry.mercier@pointclickcare.com

I’d like to share: It's an exciting era for senior living; real time and predictive service planning, interoperability, better staff experience, and the opportunity to show our value as healthcare coordination agents. • I’d like to learn: How you are changing the senior living ecosystem for the better! • A skill everyone should have: Ability to listen. • A song/lyric that describes my life: "This is what space smells like / You’ll always remember where you were."

Mississauga, ON

pointclickcare.com

Shelly Sievert-Haizel Senior Account Executive

shelly.sievert@pointclickcare.com

I’d like to share: A lot of laughs! And stories of how we ended up in senior living. I find these stories fascinating. I would also love to share travel tips – I love to travel, let's talk about it! • I’d like to learn: To break dance. And how operators are keeping the independent/hospitality experience but taking ownership of their residents' healthcare coordination. Who has the highest vertical leap? • A skill everyone should have: The ability to have a conversation! This skill has been lost in so many ways because of our digital world. Giving someone your attention is the least we can give. • A song/lyric that describes my life: "I Am Here" by P!NK. It's a song about making the most out of your life, asking important questions and having the courage to be yourself.

Powerback Rehabilitation

Kennett Square, PA powerbackrehab.com

Powerback Rehabilitation provides physical, occupational, speech, and respiratory therapy, plus wellness services, primarily for older adults. Powerback partners with skilled nursing centers, assisted/independent living communities, hospitals, home health companies, adult day programs, and outpatient clinics with a reimagined approach to help patients get their power back

New Initiatives or Future Plans

Powerback Rehabilitation continues to innovate with “Swallow Solutions” offering (FEES) examinations using endoscopes, focused on enhancing patient lifestyle through comprehensive rehabilitation therapy programs, technology, and services

Category: Rehabilitation/Therapy Services

Who We Serve: Rehabilitation Therapy

# Employees: 14,000

Photo not

Available

John Leary

SVP Strategy & Administration

john.leary@powerbackrehab.com

I’d like to share: Powerback, one of the largest and strongest rehabilitation organizations in the country, is a leading provider of physical therapy, occupational therapy, speech therapy, and respiratory therapy. • I’d like to learn: How current providers and Powerback can engage and improve the overall patient/resident experience in all settings. • A skill everyone should have: Empathy because it improves patient satisfaction, treatment compliance, and clinical outcomes . • A song/lyric that describes my life: "What you don't have, you don't need it now / What you don't know, you can feel it somehow" U2, "Beautiful Day."

Powerback Rehabilitation

Kennett Square, PA powerbackrehab.com

John Price

VP Business Development

john.price@powerbackrehab.com

I’d like to share: Powerback Rehabilitation is a leading provider of physical therapy, occupational therapy, speech therapy, and wellness services, primarily in skilled nursing centers and assisted/independent living. • I’d like to learn: What are the top three items you want from a therapy provider? What is your biggest concern regarding your therapy provider? • A skill everyone should have: Common sense.

• A song/lyric that describes my life: "Amazing Grace."

Presbyterian Homes and Services

Roseville, MN

preshomes.org

PHS is a non-profit, faith-based organization providing high quality housing choices, and care and service options for older adults. Over 7,100 employees serve more than 26,000 older adults through 61 PHS-affiliated senior living communities. Optage division provides home and community services, and Genevive is the largest geriatric primary care practice in Minnesota

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 61

# Total Beds/Units: 10,500

# AL Units: 3,000

# IL Units: 6,100

# SNF Beds: 1,400

Est. 2024 Revenue: $650MM

Operating In: IA, MN, WI

Mike Bingham

mbingham@preshomes.org

I’d like to share: Our #1 priority continues to be workforce. I look forward to hearing what other organizations are doing in this area.

• I’d like to learn: Workforce. Any early wins from AI. Trends around life enrichment and how to tie to metrics like occupancy, length of stay, resident satisfaction and the like. • A skill everyone should have: Empathy since it is so important to serving older adults and their families .

SVP

Presbyterian Senior Living

Dillsburg, PA psl.org

Presbyterian Senior Living provides aging services in the realm of skilled nursing, assisted living, independent living and home care services. We also develop and manage affordable housing, own an IT services provider, and rehabilitation services company. We are continuing to look at opportunities for vertical integration of services

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 34

# Total Beds/Units: 4,819

# AL Units: 641

# IL Units: 1,963

# SNF Beds: 889

Est. 2024 Revenue: $245MM

Operating In: DE, MD, OH, PA

Dan Davis

President & CEO

ddavis@psl.org

Spouse/Guest: Karen. • I’d like to share: This is the first time I have been to Laguna Niguel. • I’d like to learn: Successful approaches to higher employee retention. • A skill everyone should have: Empathy – the ability to connect with people and understand and share the feelings of others especially during times of difficulty is incredibly important. • A song/lyric that describes my life: "I Can’t Drive 55!"

Prime Care Technologies

Duluth, GA

primecaretech.com

For over two decades, innovative senior care operators have relied on Prime Care Technologies for the integrated data and technologies they need to make real-time, performance-impacting decisions – within facilities and across communities. An Atlanta-based company and industry-leading data warehouse, more than 10,000 facilities leverage our technologies

New Initiatives or Future Plans

We want to share our newest offerings, such as our Therapy Module, the integration of managed care MASTER with our claims clearinghouse, and our latest venture with ARC Audit review correct audit charts and QAPI compliance platform

Category: Technology Solutions & Services

Who We Serve: AL/IL, SNF

# Employees: 250

Jae Sparks

VP Sales & Marketing

jae.sparks@primecaretech.com

I’d like to share: New solutions: therapy module in primeVIEW, Integration of managed care MASTER with primeCLAIMS and newest venture with ARC (Audit Review Correct) for Chart Audits and QAPI Compliance. • I’d like to learn: How are providers keeping up with residents' network demand of using multiple personal devices in their rooms? • A skill everyone should have: How to cook, change a tire and have an open mind. • A song/lyric that describes my life: "I bought a toothbrush, some toothpaste / A flannel for my face, pajamas, a hairbrush, new shoes and case / I said to my reflection let's get out of this place."

Prime Care Technologies

Duluth, GA

primecaretech.com

Kyle Benesch

Senior Director, Enterprise Sales

kyle.benesch@primecaretech.com

Spouse/Guest: Kayla Wolf. • I’d like to share: I'm a former mortician turned senior living advocate. Over the past seven years I've had the opportunity to grow my career and meet incredible leaders in this industry. I'm excited for my first Senior Living 100! • I’d like to learn: I'm still a sponge when it comes to learning more about senior living and aging services, so I'm looking to learn everything. I'm always fascinated by new concepts and strategies. • A skill everyone should have: The ability to talk to complete strangers with the same enthusiasm you have with your family. Small conversations have resulted in making some of my closest friends . • A song/lyric that describes my life: "I've lived a life that's full / I traveled each and every highway and more / Much more I did it my way" Frank is my only request to be played at my funeral.

Evan Clark

Sales Engineer

evan.clark@primecaretech.com

I’d like to share: How Prime Care Technologies is empowering our industry with the data visibility needed to stay ahead of the curve and provide meaningful insight to proactive decision makers. • I’d like to learn: What visibility concerns are you experiencing with your data today and what processes/technologies are you adopting to keep your community's deficiency free? • A skill everyone should have: How to scramble for par, it's no fun when you're just playing in the fairway. • A song/lyric that describes my life: "Everything will be alright if we just keep dancing like we're 22."

Providence Life Services

Tinley Park, IL providencelifeservices.com

Providence Life Services is a faith-based Christian non-profit organization based in metro-Chicago. Founded in 1914, we are located in all suburban locations in Illinois, Indiana and west Michigan.

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

Operating In: IL, IN, MI

richs@provlife.com

Spouse/Guest: Linda.

Richard Schutt CEO

Senior Living Operator

Provision Living

St. Louis, MO

provisionliving.com

Provision Living is an owner/operator of ALF, MC and ILF communities in the midwest. While caregivers at heart with the goal of helping elders and their families thrive, we also develop (site selection, entitlement, construction), acquire, finance and operate our communities

Primary Organization Type: AL/IL

Tax Status: For Profit

Operating In: KY, MI, MO, OH

Executive

akennard@provisionliving.com

Spouse/Guest: Debra.

Andrew Kennard

Repticity

New York, NY

repticity.com

Repticity revolutionizes entry management with a focus on efficiency and security. Our offerings range from touchless check-ins to comprehensive communication and marketing tools. We're committed to seamless integration across industries at no upfront cost, continuously adapting our solutions to serve global business needs

New Initiatives or Future Plans

Repticity's future plans center on advancing our AI leverage for unparalleled analytics and insights, and upgrading door access control systems for unmatched security. Our aim: setting industry standards with scalable, innovative solutions

Category: Specialty Software

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 5

Shawn Horowitz Director, Sales

shawn@repticity.com

I’d like to share: My enthusiasm for new and advanced technologies. • I’d like to learn: How to solve the most unique challenge that is faced in everyone's day-to-day operations . • A skill everyone should have: The ability to see both sides of every coin. Only half of a story is no story at all. • A song/lyric that describes my life: "On Call" by Kings of Leon.

The RiverWoods Group

Exeter, NH

trwg.org

The RiverWoods Group is comprised of three CCRC/LPC communities located in New Hampshire – ranging in age from 4-30

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 3

# Total Beds/Units: 960

# AL Units: 185

# IL Units: 700

# SNF Beds: 75

Est. 2024 Revenue: $75MM

Operating In: NH

Justine Vogel CEO

jvogel@trwg.org

I’d like to share: Thoughts on consolidation in our industry

• I’d like to learn: Best practices on employee retention . • A skill everyone should have: Active listening. • A song/lyric that describes my life: "You know that when the truth is told you can get what you want or you can just get old ."

Roobrik

Greensboro, NC

roobrik.com

Roobrik’s mission is to help more prospects and families confidently choose a senior living or active adult community. More than 1,000 communities, including Cedarhurst, Merrill Gardens, and Brightview, use Roobrik to reach and convert new, exclusive leads from existing web traffic – 20-40% more leads that convert 2x faster than those from other digital sources

New Initiatives or Future Plans

Roobrik recently released an Affordability Survey to help senior living researchers self-qualify out or validate they can afford senior living, saving your sales team time, allowing them to focus on better prepared and financially qualified leads

Category: Customer Acquisition

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 30

Evan Friedkin

Head, Business Development

evan@roobrik.com

I’d like to share: Some of the data on the new senior living buyer and how Roobrik is seeing other operators capitalizing on the personas of this new buyer. • I’d like to learn: How the C-Suite is thinking about marketing and sales team challenges.

• A skill everyone should have: Active listening. • A song/lyric that describes my life: Rick Astley – "Never Gonna Give You Up" (but just the music video) .

Roobrik

Greensboro, NC roobrik.com

Luke Pastore

Solutions Advisor

luke.pastore@roobrik.com

I’d like to share: The trends that I have noticed in the buying behavior of operators we work with to see if it aligns with operator's views of where they see the market headed. • I’d like to learn: What is your main focus in your role and how do you align to one larger company goal? Ultimately, that's how we see success in the industry! • A skill everyone should have: Active listening. Everyone has so much to offer and people around you possess knowledge and skills that you don't already have. Learn how to ask the right questions! • A song/lyric that describes my life: "Life is a beach / I'm just playing in the sand!"

SafelyYou

San Francisco, CA safely-you.com

SafelyYou spun out of the top-ranked UC Berkeley AI Research Lab and develops artificial intelligence for dementia care to reduce the frequency and impact of falls. We have peer-reviewed results showing up to 80% fewer falls with an average of 40% fewer falls and 70% fewer ER visits from falls

New Initiatives or Future Plans

We are proud to introduce SafelyYou Clarity, our latest innovation to drive profitability through accurate, automatic, community-wide care tracking. Clarity is empowering operators to know when care is provided – every time.

Category: Patient Safety – Falls Prevention

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 100

Anthony Crofoot Director, Enterprise Sales

anthony@safely-you.com

I’d like to share: Hey all. I'm Anthony from SafelyYou. When I'm not helping operators increase resident LOS, you can find me completing home renovation projects or exploring the mountains in Colorado. • I’d like to learn: What motivates you and what keeps you up at night around providing best-in-class operations? • A skill everyone should have: Active listening, because it demonstrates empathy and helps with building relationships and trust.

Sage

Atlanta, GA

sage.com

Sage Intacct is a cloud-based ERP platform supporting long-term care organizations. The platform integrates with payroll, billing and EMR solutions, automates consolidations for month-end financial reporting, and enables long-term care organizations to combine financial, statistical, operational, and census data in one view, empowering you to make better decisions

Category: Financial Software

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 11,000

John Hirschfeld

Account Executive, Healthcare

john.hirschfeld@sage.com

I’d like to share: Sage Intacct is a cloud-based ERP system with a specific focus on senior living organizations. We integrate seamlessly with EMR and payroll systems and offer flexible reporting and consolidations. • I’d like to learn: The opportunities and trends for automation within senior living organizations as well as medium-term headwinds and tailwinds for the industry. • A skill everyone should have: Active listening. • A song/lyric that describes my life: "It's a Beautiful Day."

Glenn Kroe

Senior Account Executive

glenn.kroe@sage.com

I’d like to share: Sage Intacct is a cloud-based ERP system with a specific focus on senior living organizations. We integrate seamlessly with EMR and payroll systems and offer flexible reporting and consolidations. • I’d like to learn: The opportunities and trends for automation within senior living organizations as well as medium-term headwinds and tailwinds for the industry. • A skill everyone should have: Story telling – stories engage your audience and build a human connection . • A song/lyric that describes my life: "Still Crazy After All These Years" by Paul Simon

SALMON Health and Retirement

Milford, MA

salmonhealth.com

Family-owned and operated since 1952. We provide a complete post acute continuum that includes IL/AL/SNF/home health/hospice/adult day care/ child care. We have a large focus on dementia care and have two projects under development

Primary Organization Type: Life Plan Communities

Tax Status: For Profit

Operating In: MA

asalmon@salmonhealth.com

Andrew Salmon Chief Future Officer

SarahCare Adult Day Health Centers

Canton, OH

sarahcare.com

Founded in 1985, SarahCare Adult Day Health centers offers a warm, safe and friendly environment where seniors can enjoy their day socializing and engaging in activities, exercise, and special interest clubs. Our staff of nurses provide daily healthcare monitoring and the assistance they need. We are located in 12 states, with more locations opening in 2024

New Initiatives or Future Plans

On the horizon is the launch of an adult day "light" program called Studio 55, designed for residents of adult 55+ living communities. In addition, we have plans to open and manage adult day health programs for assisted living centers across the U.S

Merle Griff, PhD Founder & CEO

mgriff@sarahcare.com

I’d like to share: The role of adult day health centers in the continuum of care, services and programs that support seniors aging in place until they are ready to transition to a residential style of living. • I’d like to learn: New trends in the cohorts requiring assistance or care. Marketing strategies and programs that are best practices. • A skill everyone should have: The ability to effectively communicate with different generations and varied cultures. • A song/lyric that describes my life: "On the Road Again."

Savoy Life

Tysons, VA

savoylife.com

Savoy Life is solving for the friction that exists between senior living operations and the healthcare services needed for care and compliance. Our solutions improve occupancy, close compliance gaps, and improve resident satisfaction. Importantly, our virtual-first approach allows us to serve communities of any size, in any location

New Initiatives or Future Plans

Launching in Washington, California, and soon Arizona, Savoy Life is helping communities and referral agencies expedite, control, and deliver high-quality move-ins. Our proprietary technology will launch in Q2 with additional states to follow

Peter Emigh Founder & CEO

peter@savoylife.com

I’d like to share: How pairing virtual care coordination with resident-centered innovation empowers operators with control over healthcare delivery, enhancing resident and caregiver outcomes with a frictionless, single clinical partner solution for operational success. • I’d like to learn: Insights into the evolving challenges faced by senior living providers, caregivers, and other industry stakeholders, to guide the development of modern solutions addressing specific pain points, from rising costs to staffing shortages. • A skill everyone should have: Adaptability. The rate of technological innovation requires agility to innovate, improve, and meet rapidly changing needs, if we want to effectively change outdated processes and close care gaps. • A song/lyric that describes my life: "Easy on Me" by Adele. Why? Welp, I took an online quiz to learn this!

SCAN Health Plan

Long Beach, CA

scanhealthplan.com

SCAN Health Plan is one of the nation’s largest not-for-profit Medicare Advantage plans, serving more than 287,000 members across California, Nevada, Arizona, Texas and New Mexico. Since its founding in 1977, SCAN has been a mission-driven organization dedicated to keeping seniors healthy and independent.

# Employees: 1,486

Karen Schulte President, Medicare Division

kschulte@scanhealthplan.com

I’d like to share: My mother and mother-in-law both spent their last three years of life in assisted living and they were both cared for and loved by their communities. • I’d like to learn: What can payers do to help senior living communities provide better care and a delightful experience? • A skill everyone should have: EQ –without situational awareness, the best ideas can fail. • A song/lyric that describes my life: "I'll Be There for You" by the Rembrandts – it's how I've always lived my life for friends, family and anyone I encounter.

Scribner Capital

Weston, CT

scribnercapital.com

Scribner Capital is committed to providing stable and flexible capital to owners and operators of seniors housing and healthcare communities. Creative structuring and certainty of execution are the driving principles of the company. Scribner Capital has 15 senior housing investments – including equity, mezzanine debt, first mortgage debt and note purchase

New Initiatives or Future Plans

We are continuing to expand our capital base to offer more capital solutions

js@scribnercapital.com

I’d like to share: I love to travel with my kids (13 & 10). I did two month-long RV trips with them over the past three years. • I’d like to learn: Staffing is the biggest challenge and cost. How can we bring more people to the industry to meet that challenge? • A skill everyone should have: Empathy. • A song/lyric that describes my life: "Don't Stop Believin'" by Journey.

James Scribner Principal

Seasons Retirement Communities

Oakville, ON

seasonsretirement.com

Seasons operates a full spectrum of senior housing options in Ontario and Alberta with the exception of SNFs

Primary Organization Type: AL/IL

Tax Status: For Profit

Operating In: Canada

mlavallee@seasonsretirement.com

lvoll@seasonsretirement.com

LeighAnne Voll COO

Mike Lavallee CEO

Select Rehabilitation

Glenview, IL

selectrehab.com

Select Rehabilitation delivers a wide range of clinical services at over 2,800 sites in 46 states. Established in 1998, the founder-operated company's innovative approach to delivering exceptional patient outcomes, state-of-theart technology infrastructure and compliance-driven patient-care model have earned it a strong reputation among post-acute care providers

New Initiatives or Future Plans

To further its commitment to innovation, Select Rehab will continue to implement Mynd Immersive, which utilizes virtual reality in therapy, as well as VSTBalance which utilizes AI to address fall prevention in senior living communities

Category: Rehabilitation/Therapy Services

Who We Serve: Al/IL, SNF, Memory Care

# Employees: 21,000

Shelley Wisnowski

SVP Business Development

swisnowski@selectrehab.com

I’d like to share: What a difference on-site therapy makes with aging in place of your residents. • I’d like to learn: What are your most important needs that we can help you provide? • A skill everyone should have: Being open-minded and willing to try new things are critical to improving services and care

Trent Hermen

VP Business Development

thermen@selectrehab.com

I’d like to share: Select Rehabilitation believes an engaged life is important, so we bring LIFE to the residents we serve. • I’d like to learn: I am eager to ask questions, exchange ideas, and establish valuable relationships with leaders in our industry. • A skill everyone should have: Emotional intelligence and empathy.

Senior Care Finder

Lincoln, NE

seniorcarefinder.com

Senior Care Finder is the nation’s most comprehensive, trusted online marketplace of all senior living and care providers. We are not a contract agency nor are we a traditional paid lead generation source. Our mission is to provide an intuitive and innovative platform that directly connects individuals seeking senior living or care with their very best options

New Initiatives or Future Plans

With over 100 million user sessions and nearly 100,000 providers nationwide, Senior Care Finder has a tremendous amount of consumer insights. This information can educate providers on how to best connect and engage with their target audience

Category: Marketing – Lead Generation

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 11

Heath Stukenholtz

Co-Founder

heath@seniorcarefinder.com

Spouse/Guest: Christie. • I’d like to share: With millions of users using SeniorCareFinder.com to find the best senior living or care, we offer insights on consumer behaviors and can help you attract your target audience, with no referral fees . • I’d like to learn: What are your biggest challenges attracting your target audience? What do you look for in a strategic sales/marketing partner? How can we help your sales/marketing/occupancy efforts? • A skill everyone should have: Consistency. Whether you're a CEO or a front-line team member, consistency provides those around you with an understanding of what they can expect from you . • A song/lyric that describes my life: "When the spotlight goes cold, and the curtains come down / The chairs are all stacked, and there's no one around / And nobody's payin', we'll still be playin'." – "One Man Band" by Old Dominion.

Senior Housing News

Chicago, IL

seniorhousingnews.com

Senior Housing News (SHN) is the leading source for news and information covering the senior housing industry. With a national reach of over 30,000 professionals that includes senior housing operators, developers, banking institutions, real estate investment trusts, private equity, and service providers catering to the industry. SHN provides a cutting edge and targeted platform unlike any other publication, giving you the opportunity to reach decision makers every day.

Austin Montgomery Reporter

amontgomery@wtwhmedia.com

Senior Lifestyle

Chicago, IL

seniorlifestyle.com

Senior Lifestyle was established in 1985. We are a full service developer, owner and operator of senior living communities

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 125

# Total Beds/Units: 13,640

# AL Units: 5,400

# IL Units: 8,000

# SNF Beds: 240

Operating In: AZ, CA, CO, CT, DC, FL, GA, ID, IL, ME, MD, MI, NJ, NM, NY, NC, OH, OR, PA, TN, TX, VA, WA

Jerry Frumm

Vice Chairman & Chief Investment Officer

jfrumm@seniorlifestyle.com

I’d like to share: I look forward to joining the Senior Living 100 group and learning about how others are addressing the challenges and opportunities related to senior living . • A skill everyone should have: Everyone should develop the skills needed to live in civil society

Press Senior Living Foresight

Citrus Heights, CA seniorlivingforesight.net

We have a very singular goal of making the lives of people who live and work in senior living better

New Initiatives or Future Plans

Working on a plan to create more top performing executive directors

# Employees: 6

Steve Moran Founder

smoran@seniorlivingforesight.net

I’d like to share: Working in senior living is a great job and that the staffing crisis is optional. • I’d like to learn: What people are doing that is new and innovative. • A skill everyone should have: Listening. • A song/lyric that describes my life: "Don't Stop Believing" by Journey.

Senior Living Transformation Company

Atlanta, GA

sltc.llc

The Senior Living Transformation Company (SLTC) is committed to transforming senior living through the convergence of real estate, care, and technology

New Initiatives or Future Plans

SLTC has recently partnered with Omega Healthcare Investors to launch a first of its kind Senior Living Transformation Center within The Rivers at Maryland Farms community in Brentwood, Tennessee.

Who We Serve: AL/IL, Memory Care

# Employees: 6

awhitman@formationcapital.com

I’d like to share: I believe we are in one of the most opportunistic investment periods I've ever seen. The convergence of real estate, service, and technology! • I’d like to learn: How operators have successfully utilized technology to drive ROI. • A skill everyone should have: I believe we all should have the ability to know and understand our weaknesses and put our ego aside . • A song/lyric that describes my life: "HELP!"

Arnie Whitman Founder

Senior Sign

Ogden, UT

seniorsign.com

Senior Sign standardizes your senior living move-in process. Our industryspecific software is simple and easy to use for staff, residents, and families. We provide flexible in-person and remote signing options for completing move-in packets in a timely manner. While electronic signature is the core of our product, we are far more than an eSign software

New Initiatives or Future Plans

Senior Sign is expanding into a more holistic move-in tool. We are expanding our workflows to better handle the online and offline tasks surrounding move-in; expanding workflows to better handle all the online and offline tasks surrounding move-in

Category: Specialty Software

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 21

Kaden McKenzie

Director, Sales

kaden@seniorsign.com

Spouse/Guest: Kyndal. • I’d like to share: How operators can see compliance and resident experience improvement after 60 days of partnership. Also open to swap stories about mountain biking, trail running, golf, traveling, and the outdoors. • I’d like to learn: What priorities, processes, technologies, and/or projects is everyone most focused on investing in over the next three years? What is keeping us all up at night ? • A skill everyone should have: The ability to share stories. Stories bring people together. Stories communicate depth and feeling and impact. To share a story is to share of a piece of yourself. • A song/lyric that describes my life: "I see skies of blue / And clouds of white / The bright blessed day / The dark sacred night / And I think to myself / What a wonderful world."

Senior Sign

Ogden, UT

seniorsign.com

braedon@seniorsign.com

Spouse/Guest: Lei. • I’d like to share: My opinion on any sports topic, my love for running and the outdoors or how an eSignature platform could benefit your communities . • I’d like to learn: Some of the top things that have made you successful in your role or have made your business successful . • A skill everyone should have: Communication. I think that miscommunication is one of the biggest problems in the world. • A song/lyric that describes my life: "Life is Good" – Future

Senior Star

Tulsa, OK

seniorstar.com

Senior Star is a company dedicated to our vision: A world of difference makers. We commit to exceeding the expectations of residents who choose to reside with us, as well as their loved ones who entrust us with their care. Our associate-first culture is the key to our success. Together we live our shared promise to "do for each other with love."

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 6

# Total Beds/Units: 2,231

# AL Units: 334

# IL Units: 772

# SNF Beds: 14

Est. 2024 Revenue: $70MM

Operating In: IA, MO, OH, OK

Anja Rogers

CEO

arogers@seniorstar.com

I’d like to share: Whatever you ask that I can help/assist with –honored to help anyway I can. • I’d like to learn: Best practices. • A skill everyone should have: Emotional intelligence.

Sequoia Living

San Francisco, CA sequoialiving.org

Healthy aging is all about finding purpose, passion, and enjoyment. It starts with surrounding yourself with vibrant people and a place to call home where each day is an opportunity to learn and thrive. That’s what you’ll find in every Sequoia Living community. Beauty, convenience and security are complimentary with every key, as are myriad ways to meet new friends, serve your community, and pursue new adventures. Because getting older isn’t the last chapter of a book — it’s a fresh canvas to paint anew

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 4 (1 in development)

# Total Beds/Units: 1,621

# AL Units: 35

# IL Units: 850

# SNF Beds: 136

Est. 2024 Revenue: $120MM

Operating In: CA

Sara McVey

President & CEO

smcvey@sequoialiving.org

I’d like to share: I am an open book and look forward to learning, listening, and lavishing everyone with whatever nuggets come up in our conversations. • I’d like to learn: How does your organization and/or board define growth? • A skill everyone should have: Intellectual humility. Having clear beliefs and opinions while being able to revise your point of view in light of new evidence and laugh often! • A song/lyric that describes my life: "Swingin' With My Eyes Closed" by Shania Twain.

Sienna Senior Living

Markham, ON siennaliving.ca

Sienna Senior Living (TSX:SIA) offers a full range of seniors living options, including independent living and assisted living under its Aspira retirement brand, long-term care, and specialized programs and services. Sienna’s approximately 12,000 employees are passionate about cultivating happiness in daily life

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 93 (3 in development)

# Total Beds/Units: 11,164

# AL Units: 739

# IL Units: 3,790

# SNF Beds: 6,635

Est. 2024 Revenue: $846MM

Operating In: Canada

Nitin Jain

President & CEO

nitin.jain@siennaliving.ca

Spouse/Guest: Meg Bhambore. • I’d like to share: Joining Sienna 10 years ago, I realized we’re not a real estate company. There’s a greater purpose in our work. People value their parents and kids most and we have the privilege of caring for people’s parents. • I’d like to learn: With the senior living sector facing labour shortages in the short to medium term future, what are the most promising uses of AI to support the delivery of care and services for seniors ? • A skill everyone should have: An optimistic mindset is an important skill. It's a strategy for living and leading effectively, viewing situations with curiosity rather than on the potential negative outcomes

Sienna Senior Living

Markham, ON siennaliving.ca

Olga Giovanniello Chief Human Resources Officer & EVP

olga.giovanniello@siennaliving.ca

Spouse/Guest: Ron Panetta. • I’d like to share: Our company is different than when I started in 2019. What we endured enabled us to build on our team members' passion, who relentlessly bring our purpose to life everyday with their residents. • I’d like to learn: The innovative ways you create the best work environment for team members and leaders. • A skill everyone should have: Everyone needs empathy and positivity – the ability to feel things from others' perspectives and also to remain positive to keep making things better. • A song/ lyric that describes my life: "I don't want to miss a thing."

Sifton Properties Limited

London, ON sifton.com

For generations, Sifton Properties has been building communities. In 1923, we built our first home in London, Ontario, and as we grew to become one of the area’s most reputable home builders, we diversified to include commercial construction and leasing, residential rental accommodation, retirement living, golf community lifestyle, land development and property management

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 6

# Total Beds/Units: 790

# AL Units: 640

# IL Units: 340

Est. 2024 Revenue: $45MM

Operating In: Canada

Sylvie Lucas

VP People & Lifestyle Communities

sylvie.lucas@sifton.com

Spouse/Guest: Dave. • I’d like to share: Achieving sustainable communities. • I’d like to learn: Incorporating AI in the workplace. • A skill everyone should have: Relationship building

Signature Retirement Living

Toronto, ON

signatureretirementliving.com

Signature Retirement Living is a private company developing and operating premium retirement communities in Ontario and Alberta, Canada. The operating team is lean and we specialize in customizing our service model to match the needs of the affluent seniors in each of our markets. We have one building in the construction phase and three projects in the development phase

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 14 (1 in development)

# Total Beds/Units: 1,470

# AL Units: 310

# IL Units: 1,307

Est. 2024 Revenue: $105MM

Operating In: Canada

sstrong@signatureretirementliving.com

I’d like to share: I am looking forward to networking and sharing lessons learned from many years of operating Canadian retirement communities. • I’d like to learn: Technical innovations that enhance resident experiences in luxury retirement communities. • A skill everyone should have: Emotional intelligence. Empathy allows you to see the world from another perspective, enhances your understanding, and enables you to build connections .

Simpson Senior Services

Bala Cynwyd, PA simpsonsenior.org

Simpson Senior Services was founded in 1865. A faith-driven company that includes three life plan communities, three affordable housing programs, a home and community-based services company, and a therapy company. We work to integrate the old with the new, strengthening our foundation and always working towards staying relevant today into tomorrow

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 3

# Total Beds/Units: 839

# AL Units: 118

# IL Units: 500

# SNF Beds: 101

Operating In: AL, PA

Carol McKinley

President & CEO

cmckinley@simpsonsenior.org

Spouse/Guest: Steve. • I’d like to share: I love innovation, particularly that which demonstrates positive outcomes in our field; increasing quality of elder life and enhancing workforce interest in our field. • I’d like to learn: Best practices of how to push forward innovatively for efforts of enhancing the strength of the organization within an environment of financial limitations . • A skill everyone should have: Listening so that we effectively stop missing communication detail because our minds are moving fast; we are multi-tasking; we are thinking about the next steps .

• A song/lyric that describes my life: "The Climb" by Miley Cyrus. "There's always going to be another mountain/ I'm always going to want to make it move / Always going to be an uphill battle / Sometimes I'm going to have to lose ."

Skypoint

Beaverton, OR skypoint.ai

Skypoint’s AI Platform unifies your data sources to unlock the power of generative AI for immediate, accurate, industry-specific answers across your senior living organization. Our industry AI platform provides a scalable, end-toend solution to help enable generative AI to “chat with your data.”

New Initiatives or Future Plans

We're proud to be the first and ONLY AI company to build functional generative AI use cases specifically for the senior living industry. The AI Co-pilots we're building today will be a core part of organizations of the future to unlock productivity.

Tisson Mathew Founder & CEO

matt@skypointcloud.com

I’d like to share: Understanding AI is key to leveraging its potential, ensuring we honor our commitment to those in our care. Embracing it can enhance efficiency, reduce staff burnout, and boost occupancy rates. • I’d like to learn: What is holding you back from embracing cutting-edge technology? What are the biggest challenges you look to technology to solve? • A skill everyone should have: Adaptability. In a world where change is constant, learning new ways of thinking or doing is essential for growth, and navigating life's unpredictable challenges effectively.

The Social Standard

Carlsbad, CA

sostandard.com

The Social Standard is a full service marketing agency with a specialty in the creator economy. We have great technology, exclusive talent and an award winning creative team. We plan to double in billings this year. We help clients market their businesses by partnering with people who have built large followings on social media.

New Initiatives or Future Plans

We are experts in Grandfluencers, the fastest growing segment on social media, retiring baby boomers. This represents an amazing opportunity for retirement communities to market their properties.

Dylan Conroy Chief Revenue Officer

dylan@sostandard.com

I’d like to share: How to leverage social media and influencers as a senior living community operator. • I’d like to learn: What are the biggest challenges operators face from a marketing perspective? • A skill everyone should have: Everyone is an influencer. • A song/lyric that describes my life: "We are the Champions" by Queen

Sodalis Senior Living

San Marcos, TX sodalissenior.com

Live your best life, be purposeful. Stay engaged. Continue to make a difference. Sodalis Senior Living communities empower people to live their best lives remaining active and engaged in the things they care about. An innovative approach to wellbeing offers support when it’s needed, tailored to a resident’s specific situation and priorities.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 36 (1 in development)

# Total Beds/Units: 3,128

# AL Units: 1,560

# IL Units: 1,568

Est. 2024 Revenue: $130MM

Operating In: FL, GA, TX

Traci Taylor-Roberts

President & CEO

ttaylor-roberts@sodalissenior.com

Spouse/Guest: Lucas. • I’d like to share: We have done a wonderful job scaling our organization in the last three years. In 2022 we were ranked 4,982 Inc. 5000 fastest growing companies in the United States. Last year we moved up to 210th. • I’d like to learn: Ideas on funding new builds in 2024. • A skill everyone should have: Prioritizing diversity, equality, and inclusion in senior living . • A song/ lyric that describes my life: "F**kin Perfect" by Pink. "Made a wrong turn once or twice / Dug my way out, blood and fire / Bad decisions, that's alright / Welcome to my silly life."

Stellar Senior Living

Midvale, UT

stellarliving.com

Stellar Senior Living is a family-owned and operated company. We strive daily to infuse our core values of service, integrity, inspiration, and joy into every aspect of our residents' and employees' lives. Our goal is to positively impact ten thousand lives by 2030

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 33

# Total Beds/Units: 4,528

# AL Units: 1,999

# IL Units: 1,160

# SNF Beds: 952

Est. 2024 Revenue: $290MM

Operating In: AZ, CO, ID, NM, TX, UT, WA, WY

afish@stellarliving.com

I’d like to share: Market trends, insights into capital markets, etc. • I’d like to learn: I'm looking forward to networking, learning more about best practices within our industry, new software solutions, etc. • A skill everyone should have: Effective communication. • A song/lyric that describes my life: "Unwritten" by Natasha Beddingfield

StoryPoint Group

Grand Rapids, MI storypoint.com

A growing senior housing provider with 110 buildings focused on IL/AL/MC in nine states. We have additional healthcare ancillary businesses which we are actively growing to provide a coordinated level of care for the seniors we serve. 1440 means creating the absolute best experience, every minute of every day, an aspirational goal for our organization

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 110 (2 in development)

# Total Beds/Units: 10,000

# AL Units: 5,500

# IL Units: 4,500

Operating In: IL, IN, IA, KY, MI, OH, TN, WI

Colin Kraay

EVP & Principal

colin.kraay@csig.com

I’d like to share: How our organization continues to expand and how we are expanding services beyond traditional senior housing services. • I’d like to learn: How are other operators and attendees viewing opportunities for growth against the current lending and financial market background? How are others further integrating into the healthcare continuum? • A skill everyone should have: Listening as it forms the foundation for every new breakthrough. • A song/lyric that describes my life: "I Lived" by One Republic. "I owned every second that this world could give."

Strategic Dining Services

Barrington, IL

strategicdining.com

Strategic Dining Services is a single-source support resource for self-operated dining and hospitality services. Our goal is to provide your dining management, culinary, and service staff with valuable resources, technologies, and hands-on support to enhance their skills and leadership abilities. In short, we provide the tools to help your team reach their full potential

New Initiatives or Future Plans

Our team provides your in-house managers with direct support, guidance, proprietary technologies, tools and systems, a world-class purchasing platform and management/associate development programs

Category: Food & Dining Services

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 150

Steven Servant

SVP & Chief Commercial Officer

steven.servant@strategicdining.com

I’d like to share: A single support resource solution for selfoperated dining operators, SDS equips your dining leadership with valuable resources, technology and hands-on support to optimize your dining program! • I’d like to learn: Opinions on how providers are reimagining their senior living deliverables and how exceptional hospitality is viewed, and valued, as an differentiator. • A skill everyone should have: Exceptional listening skills. It is important to understand our customers "WHY" before offering our own lens on "WHAT" we believe they need. Solve for WHY! • A song/lyric that describes my life: "How wonderful life is while you're in the world" – Elton John's, "Your Song."

Speaker

ThriveWell Tech

Frederick, MD

thrivewelltech.com

ThriveWellTech is a digital transformation agency that was born out of senior living and exclusively serves senior living communities

Who We Serve: Life Plan Communities

nkpatel@thrivewelltech.com

I’d like to share: Our data-focused digital transformation journey for senior living and how we are leveraging machine learning and artificial intelligence to solve for falls risk . • I’d like to learn: How you use data in your organization. • A skill everyone should have: Data analytics or ability to make decisions using data . • A song/lyric that describes my life: "I got that sunshine in my pocket / Got that good soul in my feet / I feel that hot blood in my body when it drops (ooh)I can't take my eyes up off it, movin' so phenomenally."

Nick Patel President

Traditions Management

Indianapolis, IN traditionsmgmt.net

Since 2011, Traditions Management has provided superior start‐up, ongoing, and turn-around operations management services to many senior living communities. We also provide development and financial services to owners, prospective owners, and developers. With an excellent record of creating value for customers and stakeholders, the company is well-positioned for growth.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 23

# Total Beds/Units: 2,063

# AL Units: 2,200

# IL Units: 700

Est. 2024 Revenue: $98MM

Operating In: FL, IN, KY, MI, OH, PA

Andy Wade

Principal & President

andywade@traditionsmgmt.net

I’d like to share: Traditions Management is a senior living operating company that provides development, start‐up and ongoing operations management, and financial services to many senior living communities. • I’d like to learn: How Traditions Management may be able to assist senior living operators, owners and stakeholders in creating value. • A skill everyone should have: Self-awareness and empathy.

Trilogy Health Services

Louisville, KY trilogyhs.com

Trilogy Health Services is an industry-leading operator of senior living communities throughout Kentucky, Ohio, Indiana, Michigan and Wisconsin. The company has the honor of providing over 10,000 seniors with world-class clinical support, innovative lifestyle programs, and a culture built on the tenets of servant leadership and hospitality

Primary Organization Type: AL/IL/SNF

Tax Status: For Profit

Operating In: IN, KY, MI, OH, WI

leighann.barney@trilogyhs.com

todd.kiziminski@trilogyhs.com

UKG

Lowell, MA

www.ukg.com/ltc

At UKG, our purpose is people™. As strong believers in culture and building lifelong customer partnerships, we champion great workplaces to help organizations realize what’s possible when they invest in people. Our Life-Work Technology™ approach to HR, payroll, and workforce management solutions helps businesses anticipate and adapt to employees beyond just work.

New Initiatives or Future Plans

The UKG Great Place To Work Hub is the only solution that turns typical HR metrics into opportunities to build inclusive, equitable cultures by bringing together our research, your data, and your employees’ voices

Category: Human Capital Management

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 16,000

Larry Florio

Area VP Healthcare

larry.florio@ukg.com

I’d like to share: Great Place To Work Certified companies are 15 times more likely to be picked by job seekers and have a 50% higher employee retention rate than their competition. • I’d like to learn: Top three things you are doing to activate your culture and lift performance. • A skill everyone should have: Plumbing. • A song/lyric that describes my life: "I see those bubbles pop up like you're texting then they disappear."

Lowell, MA

www.ukg.com/ltc

Darlene Reinke

VP Post Acute & Senior Living Sales

darlene.reinke@ukg.com

I’d like to share: UKG client's are embracing our culturedriven human capital and workforce management solutions that inspires your people, increases trust and engagement and improves business outcomes. • I’d like to learn: What business growth strategies are your embracing? What strategies are you leveraging to continuously build trust and resilience within your organization? How are the elections impacting your organization? • A skill everyone should have: The ability to comprehend, analyze and have a conversation about information and distill it down to a simple and concise message that you can communicate to someone else. • A song/lyric that describes my life: "On the road again / Just can't wait to get on the road again / Goin' places that I've never been / Seein' things that I may never see again / And I can't wait to get on the road again."

Nanne Finis

Chief Nurse Executive

nanne.finis@ukg.com

Spouse/Guest: Jerry. • I’d like to share: During this time of change and digital transformation it is exciting to be in a position to support those of you who own and manage the lives of seniors and their families. • I’d like to learn: The innovation and creativity that is occurring in the industry. This is the group that delivers on that. • A skill everyone should have: Hard to identify one skill – as there are many that we should all possess. The one most important skill is collaborating with others .

Lowell, MA

www.ukg.com/ltc

Denise Vlantis

Senior Account Executive, Post-Acute & Senior Living

denise.vlantis@ukg.com

Spouse/Guest: Chloe. • I’d like to share: I have spent 20 years selling HCM to a customer base. It is truly special to be working with customers and partners in post-acute and senior living. So much to learn and such meaningful work. • I’d like to learn: Current challenges facing post-acute today, specifically around employee engagement

• A skill everyone should have: Uninterrupted sleep. I would say it is more like my super power and makes for very productive days. I am grateful for this “skill.” • A song/lyric that describes my life: “Everyday above ground is a good day, remember that!” It is in a Pitbull song! I don’t know if it describes my life but when I feel down or burdened, I sing these lyrics and it keeps things in check!

Dave Schleicher

Account Executive

dave.schleicher@ukg.com

I’d like to share: A great work culture isn’t just a nice-tohave, it’s a strategic imperative. By leading through culture and innovating with purpose, you can unlock the true value of your organization. • I’d like to learn: How organizations are creating a people-centric culture where your employees can grow and thrive . • A skill everyone should have: How well you listen has a major impact on life – your job effectiveness and the quality of your relationships with other people. • A song/ lyric that describes my life: “Here for You" by Neil Young.

Uniguest

Nashville, TN

uniguest.com

Uniguest is a global leader in providing connected technology solutions to enable those in key verticals to engage with their audiences. Uniguest provides turnkey technology solutions that include hardware and software solution packages, professional services, system implementation, and 24/7/365 multi-lingual support

New Initiatives or Future Plans

Our CMS is user-friendly, cloud-based, and designed to simply manage hundreds of end-points. We work to incorporate feedback from end-users and are making improvements to the platforms to better serve their needs

Category: Resident Engagement

Who We Serve: AL/IL, Life Plan Communities, SNF, Memory Care

# Employees: 630

Alexandra Guisti

VP Sales, Senior Living

alexandra.guisti@uniguest.com

I’d like to share: I spent 11 years in hospitality however I am new to senior living and I'm looking forward to engaging with all in the industry. • I’d like to learn: How we can better provide deeper connections, improved wellness, and greater engagement in activities for residents. • A skill everyone should have: Empathy! • A song/lyric that describes my life: "Don't Stop Believin.'"

Matt Reiners

VP Key Accounts

matt.reiners@uniguest.com

I’d like to share: A lot of people may know me as the Eversound guy but happy to share Eversound was acquired by Uniguest in May, 2023. Uniguest has a plethora of options including TouchTown, Sagely, among others. • I’d like to learn: What are your 3-5 KPIs you are reviewing on a weekly/monthly basis? • A skill everyone should have: Maybe not so much a skill, but I wholeheartedly think everyone should wait tables at least once . • A song/lyric that describes my life: "For years and years / I chased their cheers / The crazy speed of always needing more / But when I stop / And see you here / I remember who all this was for."

United Church Homes

Marion, OH

unitedchurchhomes.org

United Church Homes is a non-profit organization specializing in serving older adults in senior living communities, including SNF, AL, IL, memory care, middle market and affordable housing. We also provide home and community-based services including home health, personal care, hospice and NaviGuide (our specialized brand of service coordination).

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 80 (2 in development)

# Total Beds/Units: 6,800

# AL Units: 349

# IL Units: 258

# SNF Beds: 954

Est. 2024 Revenue: $130MM

Operating In: CA, FL, GA, IL, IN, IA, MN, MS, NE, NY, OH, PA, TN, WA, WV

Teresa Spitznagel

Senior EVP & Chief Growth Officer

tspitznagel@uchinc.org

I’d like to share: My interest in new product lines that provide customer-inspired services to older adults . • I’d like to learn: How others are reimagining senior living and senior services in a value-based care setting, while focused on the desires of those we serve. • A skill everyone should have: To learn to be yourself and value what you uniquely bring to the world. • A song/lyric that describes my life: "Firework" by Katy Perry

Vision Centre

Dekalb, IL

visioncentre.org

The Vision Centre bridges relationships between universities and providers, and helps build robust, sustainable academic leadership programs that promote and support the field of aging services. We have seen exponential growth this first year

New Initiatives or Future Plans

The Vision Centre is coordinating partnerships, promoting the profession, and developing and providing resources and tools. We are using a variety of new approaches and relationships to help us change the landscape of senior living leadership

Doug Olson President & CEO

dolson@visioncentre.org

I’d like to share: Progress of the Vision Centre after just one year and how organizations and people can get involved with the Centre and university partnerships. • I’d like to learn: Your intentional development of leaders in our senior living field . • A skill everyone should have: An abundance mindset. • A song/lyric that describes my life: "For the times they are a-changin'" – Bob Dylan (1964).

Volunteers of America National Services

Alexandria, VA voans.org

Volunteers of America National Services is a national organization providing healthcare and affordable housing options

Primary Organization Type: AL/IL

Tax Status: Not for Profit

# Communities: 25

# Total Beds/Units: 2,129

# AL Units: 464

# IL Units: 579

# SNF Beds: 718

Est. 2024 Revenue: $155MM

Operating In: AL, CA, CO, DC, FL, KY, MD, MN, MO, NC, OH, TX, VA

David Nisivoccia

EVP & COO, VOA National Services

dnisivoccia@voa.org

Spouse/Guest: Teresa. • I’d like to share: We are currently assessing our portfolio. • I’d like to learn: If others are assessing their portfolios. • A skill everyone should have: Analytical competencies that lead to human decisions . • A song/lyric that describes my life: "Old friends, they shine like diamonds / Old friends, you can always call / Old friends, Lord, you can't buy 'em / You know it's old friends, after all."

Watermark Retirement Communities

Tucson, AZ

watermarkcommunities.com

Headquartered in Tucson, Arizona, Watermark currently manages 58 communities in 19 states, including CCRCs, standalone independent living, assisted living, and memory care communities in addition to Medicare-certified rehabilitation and skilled nursing neighborhoods. Watermark has ownership interests in many of these assets, both on its own and through its development arm, The Freshwater Group.

Primary Organization Type: AL/IL

Tax Status: For Profit

# Communities: 58

Operating In: AZ, CA, CO, CT, DE, FL, IL, MD, MA, MO, NM, NJ, NY, OH, OR, PA, TX, UT, WA

Stephanie Boreale

National Director, Health Services

sboreale@watermarkcommunities.com

WelcomeHome Software

Atlanta, GA

welcomehomesoftware.com

WelcomeHome’s mission is to provide the best CRM platform, tailor-made for the senior living operator, to help sales and marketing teams achieve higher conversion rates and better community economics. With its intuitive user interface, recommendation engine, and clear workflows, WelcomeHome CRM is a game-changer for both community users and owner/operators

Category: CRM Services/Software

# Employees: 40

Michael Moye

Senior Account Executive

michael.moye@welcomehomesoftware.com

I’d like to share: The people I've met in my first year of working in the senior living industry have been so warm and inviting and are willing to help in any way they can. Thank you for all you've done for me!

• I’d like to learn: How operators are using technology to give their teams the best opportunity to help prospects and residents . • A skill everyone should have: Understanding the rules of the road. The left lane is the fast lane! • A song/lyric that describes my life: "I choose to live and to grow / Take and give and to move / Learn and love and to cry" – Tool.

Patrick Sharp

Enterprise Account Executive

patrick.sharp@welcomehomesoftware.com

I’d like to share: How much I've enjoyed being embraced by the people in the senior living industry over the past year and I look forward to building more relationships with the leaders in the space. • I’d like to learn: How people in different levels of a senior living organization view the use of technology in their day-to-day lives and how we at WelcomeHome can continue to push the CRM space to help make their jobs easier. • A skill everyone should have: A basic understanding of the rules of the road. The left lane is for passing lol! • A song/lyric that describes my life: "Cant Find My Way Home / Come down off your thrown / And leave your body alone / Somebody must change / You are the reason I've been waiting so long / Somebody holds the key" – Blind Faith.

Wellpointe

Fresno, CA

wellpointe.com

Operating at the intersection of healthcare and real estate, Wellpointe is a leading provider of boutique residential assisted living services that specializes in offering a coordinated and integrated system of care to high-acuity older adults with multiple chronic illnesses, including Alzheimer’s and other dementia

Primary Organization Type: AL/IL

Tax Status: For Profit

George Kutnerian President & CEO

gkutnerian@wellpointe.com

Wellspring Lutheran Services

Saginaw, MI

wellspringlutheran.com

Wellspring is a senior living and human services organization operating across the state of Michigan

Primary Organization Type: SNF

Tax Status: Not for Profit

# Communities: 10 (1 in development)

# Total Beds/Units: 750

# AL Units: 150

# IL Units: 250

# SNF Beds: 350

Est. 2024 Revenue: $80MM

Operating In: MI

tkalbfleisch@wellspringlutheran.com

Westminster Communities of Florida

Orlando, FL

westminstercommunitiesfl.org

Westminster Communities of Florida is a faith-based, not-for-profit organization inspired by a mission of serving older adults. We’ve been touching lives through service since 1954, and today we serve more than 7,000 residents in 23 communities.

Primary Organization Type: Life Plan Communities

Tax Status: Not for Profit

# Communities: 23

# Total Beds/Units: 3,934

# AL Units: 580

# IL Units: 6,004

# SNF Beds: 731

Est. 2024 Revenue: $300MM

Operating In: FL

trogers@wservices.org

ghennis@wservices.org

I’d like to share: My over 30 years’ experience serving in various leadership capacities for not-for-profit, mission-driven, organizations. • I’d like to learn: Looking forward to networking with thought leaders throughout the country. • A skill everyone should have: Good communication supports employee engagement, team environment, mitigation of conflict, and supports job satisfaction .

Terry Rogers President & CEO

Garry Hennis

Worldvue

Houston, TX

worldvue.com

WorldVue® is a trusted provider of video, advanced connectivity, and professional services to properties and enterprises on a global basis. From managed services to digital transformation, WorldVue is a single point of contact for all a property’s technology needs. Founded in 1974, WorldVue serves over 7,000 properties with over 900,000 rooms under management

New Initiatives or Future Plans

WorldVue plans to dive deeper into communities to be the power of one provider offering property wide technology from TV channels to advanced AI for residents. OpenWiFi and Caavo are new technologies we are set to release to properties

Category: Technology Platform Provider

Who We Serve: AL/IL, Life Plan Communities

# Employees: 250

Clinton Fox

SVP Senior Housing and Government

cfox@worldvue.com

I’d like to share: Our system turns resident TVs into two-way communication and entertainment hubs, voice-controlled for instant access and control by stakeholders – unmatched comfort and operational efficiency. • I’d like to learn: How do you presently communicate with residents and their families? What is the biggest challenge you face in communications, connectivity, and TV entertainment? • A skill everyone should have: A heart for service – uses available new technology to improve the life of residents and family and the efficiency of community operations.

NOTES