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Speakers Susan Farr

Herb Tousley

Ebenezer Management Services Susan has more than 25 years of experience in the senior housing industry and most recently has obtained C.A.A.S.H. (Certified Active Adult Specialist in Housing) certification. Her background spans both metropolitan and rural communities across three states and includes a number of influential roles in senior community development and management.  She has been noted for her success in community planning and development, creating innovative sales and marketing techniques, turning around fledging properties and coordinating effective management across multiple housing sites.  Susan has her degree in Retail Merchandising and Management/Business Administration from The University of Wisconsin-Stout and has additional training from Dale Carnegie Leadership Training for Managers.  Susan‘s overall knowledge of operations and marketing provides the expertise she needs to design senior housing facilities from the ground up.  She is a member of the Twin Cities Builder Association 50+Housing Council (a part of the National Association of Home Builders.)

University of St. Thomas Herb Tousley is director of the Master of Science in Real Estate program and the Shenehon Center for Real Estate in the Opus College of Business at the University of St. Thomas. He has been teaching graduate and undergraduate real estate courses as an adjunct member since 2003. Herb holds the CCIM designation (Certified Commercial Investment Member Institute) and is a member of the Honorary Society for the Advancement of Land Economics.

Jeff Johnson

Minnesota Real Estate Journal For nearly 14 years Jeff has been the publisher of the Minnesota Real Estate Journal, the only stand alone commercial real estate trade publication in Minnesota. In addition to publishing the Minnesota Real Estate Journal, Jeff leads his team in providing continuing educational programs and events in Minnesota for real estate professionals similar to the one you are attending today. Prior to joining Minnesota Real Estate Journal, Jeff worked as a Senior Account Executive for both The Publishing Group and The Minneapolis/St. Paul Businesses Journal and was also a District Sales Manager for Rochester Post Bulletin. Jeff is a graduate of Mankato Ebenezer Management Services Prior to his position with Ebenezer, Steve served as director of finance State University. for Fairview Health Services from 1997 to 2000 and associate director of finance at the University of Minnesota Hospital and Clinic from To get involved in upcoming 1981 to 1996.  He also held a variety of accounting and finance Minnesota Real Estate Journal Events, positions at the University of Minnesota Hospital and Clinic.  Steve Please contact: received a bachelor’s degree in accounting and has completed Jeff Johnson Jay Kodytek graduate coursework in finance.  He is an advanced member of 952.405.7780 952.405.7781 Healthcare Financial Management Association and belongs to the jjohnson@rejournals.com jkodytek@rejournals.com Society for Healthcare Planning and Marketing.

Stephen C. Grygar

Registration Questions? CE Questions? Contact Alan Davis 952.405.7783 adavis@recg.com


Emcee: Susan Farr, Ebenezer Management Services 7:55 AM Welcome & Introductions 8:00 AM Market Update, Future Trends and Opportunities with Senior Housing Moderator: Jeff Johnson, Minnesota Real Estate Journal Jay Thompson, GDCRE Jeff Bostic, Aging Services of Minnesota Everett Strand, Nicollet Partners • What are the market leaders and why • Where is the current inventory and where is growth headed and why • Emerging Trends and how to capitalize and not get left behind • Involvement and potential impact from churches and other non-profits • What do the product types of the future look like • Where is the opportunity for development and why • Current inventory in the area and what's being planned • Where is development happening: urban, suburban, out-state • Predictions for the Senior Housing Market: 5 to 10 year Trends 8:50 AM Capital Market Strategies and Financing Solutions for Senior Housing Projects Moderator: Stephan Grygar, Ebenezer Management Services Marcia Goff, GDCRE Bill Kauffman, Oak Grove Capital, Inc. Patrick O'leary, Piper Jaffray Gregory Wittnebel, TCF Bank • What is the outlook for 2012 for lenders, buyers, sellers, developers and investors? • Who is lending, and what are some alternative sources of capital? • Traditional and innovative methods for securing financing for a project • Which deals are more likely to get done and what are the requirements

• What changes should we expect in underwriting criteria • What types of governmental programs are available and how do I access them? • How to get your HUD deal done 9:35 AM Break 9:45 AM Construction Trends and Senior Housing Case Study Moderator: Susan Farr, Ebenezer Management Services Jim Beckwith, Kraus Anderson Construction Matt Alexander, Kraus Anderson Realty Ward Isaacson, Pope Associates Inc. Jill Nokleby Kaiser, Ebenezer Management Services • Construction trends & drivers • The importance of preplanning to limit your risk • How to overcome obstacles to complete the project • Project setbacks and concerns • Case Studies: Lessons learned and why these projects worked 10:30 AM Keys to a Successful Project Moderator: Susan Farr, Ebenezer Management Services Doug Jandro, Kraus-Anderson Construction Jon Lundberg, Ebenezer Brent Rogers, GRECO Candace Gislason, Fairview Home Care and Hospice Alanna Carter, Mohagen Hansen • The importantance of completing a feasibility study early on during planning • Population trends and projections in Minnesota and across the United States • Market forecasts and the impact of baby boomers • Key steps to a successful project – from conception to completion • New and innovative product types emerging in Minnesota • How underwriting standards have affected deals getting done – what this means for new projects

11:15 AM Current City Trends and What Cities are Looking For Moderator: Herb Tousley, University of St. Thomas Kelli Slavik, Mayor of Plymouth Nancy Tyra, Lukens, Mayor of Eden Prairie James Hovland, Mayor of Edina • How does Senior Housing affect city's comprehensive plans • Why communities are embracing Senior Housing • How has the needs of Senior Housing changed the way that cities approach new projects • How can developers partner with cities to get deals done • Examples of strong city/developer partnerships • Long-term use of product impact 12:00 PM Adjourn & Networking

Upcoming MREJ EVENTS

4 Hours Real Estate CE Credits Have Been Applied For Register at: www.rejournals.com/industrialrealestate


Senior Housing Summit