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Pre-Conference Sessions

This year, we are offering two pre-conference sessions to kick off the 2024 LeadingAge California BOLD Annual Conference & Expo: Strategies for Building Sustainable Organizations: Part 2 and Ethical Considerations in Senior Living. See below for more information!
 

Strategies for Building Sustainable Organizations: Part 2

Monday, May 13, 2024 • 9:00 am - 12:00 pm

Before COVID, housing, care, and service providers for older adults were beginning to consolidate, with an increasing number of transactions over the past ten years. COVID accelerated this activity, as providers across the country saw increased stress, especially in skilled nursing. Additionally, areas of operating weakness were magnified during COVID; labor shortages were magnified as well, and in some cases, employees are not coming back. These factors have led to financial stress across many organizations stemming from concurrent depressed revenue and increased expenses, especially salary and benefits. Some organizations can maneuver through these troubled waters to improve profitability. Others have opted to reposition their portfolios, divesting non-core assets or reducing the size/closing certain levels of care. Some weaker organizations have asked to join stronger organizations. Others have entered strategic partnerships to diversify service mix, share risk, bring outside perspective, or bring new management. Still others have faced bankruptcy or closure.

Session Takeaways:

  • Understand potential steps to take if your business model is not sustainable.
  • Learn how various organizations made different choices to grow or change and why.
  • Gain insights into bankruptcy and what happens to buildings and resident contracts, and more!

*Pending CEUs: RCFE, NHAP, BRN, HRCI, CPE

About the Speaker

Mary Munoz, Senior Managing Director, Ziegler
Mary Muñoz has over 30 years of experience in healthcare and senior living finance and joined the senior living team at Ziegler in 1999, working with not-for-profit senior living providers. She manages the western region of Ziegler’s senior living practice. Mary works with a broad variety of senior living communities and multi-facility systems in strategic planning for growth, as well as creative financing strategies. She has extensive experience with start-up CCRC projects, campus expansions and redevelopments, and refinancing. She also specializes in financing senior living mergers and acquisitions, and in strategic and capital planning consulting services. Mary’s senior living bond transactions since joining Ziegler total over $7 billion in paramount.

Sheri Peifer, President, Eskaton
Sheri Peifer, MSG, is Eskaton’s President. She is experienced in design-development, management services and affiliations, joint-ventures, and partnership expansion. Establishing a strong digital footprint is a part of her role overseeing communications. Ms. Peifer serves on the LeadingAge California board of directors and executive committee and chair’s the Planning Committee. She is a graduate of the national LeadingAge Leadership Fellow program, based in Washington D.C. Ms. Peifer holds a BA from Messiah College and a MS in Gerontology and Education from California State University, Sacramento.

John Cochrane, President and CEO, HumanGood
John first joined HumanGood in 2009 and his vision for growing the mission and focusing on innovative thinking has helped transform the organization from six life plan communities in Southern California, to now 23 life plan communities and 99 affordable housing communities in eight states. As president and chief executive officer of HumanGood, John Cochrane is responsible for the strategic direction of the company, overseeing operations and serving as the primary liaison to the HumanGood Board of Directors. With the recent affiliation with Presby’s Inspired Life, HumanGood now operates 21 life plan communities and 95 affordable housing communities in six states serving more than 13,000 residents. HumanGood is the sixth largest nonprofit senior living provider in the country and carries a Fitch rating of A- with a stable outlook on its core California-based credit.

Eric Sholty, President & CEO, Pacific Retirement Services
Since 1997, Eric Sholty has provided leadership to multi- and single-site Continuing Care Retirement Communities (CCRCs/Life Plan Communities) across the country, serving in numerous capacities including Facilities Director, Executive Director, Executive Vice President, and Chief Operations Officer. He joined Pacific Retirement Services in April 2016 as Vice President of Facility Services, and in February of 2018 became Executive Vice President of Development & Facilities. In May of 2018, Eric became Chief Operations Officer, where he led the operations and development of 11 CCRCs serving more than 5,000 residents and 3,000 employees. In January of 2021, he became the President/CEO of Pacific Retirement Services.


Ethical Considerations in Senior Living

Monday, May 13, 2024 • 9:00 am - 12:00 pm

In this session, practical information about ethics is provided from a clinical perspective. Core ethical principles as they relate to senior care are reviewed. The session delves into legal and common ethical issues faced in post-acute care/senior living. The session pulls from evidence and employee surveys regarding daily ethical issues and differentiates between ethical challenges, ethical dilemmas, everyday ethical issues and big ethical issues. The session follows a case example format for various issues including end of life care, dementia consent, staffing, and others as a way to apply ethical principles and decision-making to each. The role of ethics committees are reviewed. The session applies the CELIBATE model for analyzing and resolving ethical dilemmas in healthcare. Learners will walk away with additional case examples illustrating various ethical dilemmas and issues that can take place in senior care settings that they can use to facilitate similar training in their community.

Session Takeaways:

  • State basic principles of ethics and their application to legal responsibilities in healthcare.
  • Describe common ethical issues in healthcare, including that which is considered unethical and/or unlawful by credentialing boards.
  • Discuss the application of an ethical model for analyzing and resolving ethical dilemmas in healthcare, and more!

*Pending CEUs: RCFE, NHAP, BRN

About the Speaker

Kathleen Weissberg, MS, OTD, OTR/L, CMDCP, CDP, CFPS, National Director of Education, Select Rehabilitation
Dr. Kathleen Weissberg, (MS in OT, 1993; Doctoral 2014) in her 29+ years of practice, has worked in rehabilitation and long-term care as an executive, researcher, and educator.  She has established numerous programs in nursing facilities; authored peer-reviewed publications on topics such as low vision, dementia quality care, and wellness; has spoken at numerous conferences both nationally and internationally, for 20+ State Health Care Associations, and for 25+ state LeadingAge affiliates.  She provides continuing education support to over 17,000 therapists, nurses, and administrators nationwide as National Director of Education for Select Rehabilitation. She is a Certified Dementia Care Practitioner, Certified Montessori Dementia Care Practitioner, and a Certified Fall Prevention Specialist.  She serves as the Region 1 Director for the American Occupational Therapy Association Political Affairs Affiliates and is an adjunct professor at Duquesne University in Pittsburgh, PA and Gannon University in Erie, PA..


 Pre-Conference Session Registration Rates 



*Pre-conference session is not included in the Full Conference registration.
Separate registration is required.

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