2023 ANNUAL CONFERENCE

BREAKOUT SESSIONS: WEDNESDAY

BREAKOUT SESSIONS: Wednesday, 3:15 pm - 4:45 pm


Wednesday, 3:15 pm - 4:45 pm, Breakout Session

3) Selling the Senior Living Experience!     1.5 CEUs

Michael Marlow, BA  |  Vice President of Sales Education, Watercrest Senior Living Group

This highly interactive presentation will serve as the basis for fundamentally changing each attendees' approach to growing occupancy and creating revenue. This research-based data has been largely ignored and MUST be utilized if we are to defeat the headwinds that continue to negatively impact our industry's bottom line.

Session Objectives:

  • Learn the facts about senior living and how we can, and must, educate our customers on who we are and what we do!
  • Discuss 8 research-based Sales Standards that, if implemented, guarantees occupancy and revenue growth.
  • Examine how our traditional means of "marketing to the collective" must be replaced by a "selling to the individual" mindset and approach.

Target Audience – General:  CEO / Administrator; Sales & Marketing

Target Audience – Provider Types:  Life Plan Communities (CCRCs); Assisted Living / Residential Care; Nursing Home; Home and Community Based Services, including Homecare


Wednesday, 3:15 pm - 4:45 pm, Breakout Session

4) Cybersecurity in Senior Living: Risk Management and Key Priorities     1.5 CEUs

James Louis, MBA  |  Cyber Threat Intelligence Analyst, Bechtel Corporation

As the senior living sector adjusts to their evolving market of older adults, they are faced with bringing technological advances onto their campus. However, as technology is introduced to a community, it increases the organization’s risk of a cyberattack. Cybersecurity is critical to the work done within senior living communities, but how do organizations remain prepared? This session will explore common vulnerabilities present within senior living communities, proactive and reactive cybersecurity measures, and best practices around the threat of a cyberattack.

Session Objectives:

  • Learn the importance of cybersecurity within the senior living landscape.
  • Recognize the biggest threats in a senior living community.
  • Understand the best practices around the threat of a cyberattack including readiness, prevention, and recovery.

Target Audience – General:  CEO / Administrator; Facilities; Residents; IT

Target Audience – Provider Types:  Life Plan Communities (CCRCs); Assisted Living / Residential Care; Nursing Home; Adult Day Services; Home and Community Based Services, including Homecare; Behavioral Health


Wednesday, 3:15 pm - 4:45 pm, Breakout Session

5) Cultivating Connections - Creating a Culture of Fun     1.5 CEUs

Rose Campbell, CCLS  |  Adult Day Coordinator, Hospice of The Valley – Dementia Care and Education Campus

Michelle Bales, LMSW, APHSW-C  |  Adult Day and Intergenerational Program Manager, Hospice of The Valley – Dementia Care and Education Campus

The session will focus on how a culture of rights, dignity, choice, and opportunity creates a space for people to flourish and live to their full potential. The Club is a truly welcoming space where people are encouraged to reconnect with hobbies and interests highlighting their own expertise. People living with dementia will be inspired to try new skills and re-discover fun and a sense of purpose. Days are structured to offer choice and independence – so no two days are ever the same. Each day is purposely individualized to the members who are present.

Session Objectives:

  • Learn how to balance risk with opportunity.
  • Identify “controlling care”. 
  • Understand how to “do with” rather than “do for”.
  • Discuss the benefits of intergenerational programs.

Target Audience – General:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Wellness / Activities; Trustees; Residents

Target Audience – Provider Types:  Life Plan Communities (CCRCs); Assisted Living / Residential Care; Nursing Home; Adult Day Services; Home and Community Based Services, including Homecare


Wednesday, 3:15 pm - 4:45 pm, Breakout Session

6) Behavioral Health and Older Adults: A Focus on Wellbeing     1.5 CEUs

Tena Alonzo, BS, MA  |  Director of Education and Research, Director of Comfort Matters Dementia Care Education, Beatitudes Campus

Senior living communities understand firsthand the challenges older adults with behavioral health needs face. This session will focus on behavioral health for older adults and how needs can be addressed. Similarities and differences for common conditions such as anxiety, depression, and dementia will be discussed. Effective strategies for enhancing wellbeing will be shared.

Session Objectives:

  • Define behavioral health and how it impacts older adults. 
  • Discuss common conditions such as anxiety, depression and dementia and the challenges associated with addressing behavioral health needs. 
  • Identify at least three strategies to enhance wellbeing for older adults with behavioral health needs.

Target Audience – General:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Wellness / Activities

Target Audience – Provider Types:  Life Plan Communities (CCRCs); Assisted Living / Residential Care; Behavioral Health; Adult Day Services


Wednesday, 3:15 pm - 4:45 pm, Breakout Session

7) Cultivating our Vibrant Workforce Future     1.5 CEUs

Erin McKee, BA  |  Director of Workforce Development, Sun Health

This session will focus on tangible solutions of how human resources can address the problem of short- and long-term workforce shortages, creative future talent pipeline development, and total compensation and benefits employees want. Attendees will walk away from the session with action items to identify their employee's needs to cultivate a positive, vibrant, and caring workplace culture.

Session Objectives:

  • Understand the dire projected workforce shortage data. 
  • Identify untapped talent pipelines and how to cultivate local education and career development opportunities and partnerships.  
  • Provide benefit and compensation ideas desired by CCRC employees by employee groups.  
  • Demonstrate ways for employers can identify their own employee needs to cultivate a more positive workplace culture.

Target Audience – General:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Sales & Marketing; Facilities; Human Resources; Dining; Wellness / Activities; Management and Department Hiring Leaders and Senior / Executive Leadership

Target Audience – Provider Types:  Life Plan Communities (CCRCs); Assisted Living / Residential Care; Nursing Home; Market Rate Independent Living; Home and Community Based Services, including Homecare


Wednesday, 3:15 pm - 4:45 pm, Breakout Session 

8) Solving for Stability: Building a Team for Retention     1 CEU

Ralph Peterson, MSOL  |  Senior Care Leadership Consultant, Ralph Peterson LLC

"Doing more with less," is no longer a business model, it is a problem. Even before the pandemic, Senior Care Centers struggled with staffing issues; engagement, burnout, motivation, recruitment, and most of all retention.

Spend a high-energy hour with Ralph Peterson as he breaks down the fundamental issues facing today's Senior Care Leaders. Using real life case studies and some bright lights of inspiration, Ralph shares lessons learned from a senior care organization who went from having some real retention problems to having some real success.

Session Objectives:

  • Uncover the secret pitfalls of a fixed mindset. 
  • Create a culture for retention. 
  • Leverage your leadership teams for positive results. 
  • Implement key fundamental strategies of leadership. 
  • Overcome the staffing dilemma for real success. 
  • Uncover bias in goal setting. 
  • Evaluate employee surveys (what are they really saying)? 
  • Create an environment for success. 
  • Develop a supportive team environment. 
  • Turn goals into strategies and strategies into action steps.

Target Audience – General:  CEO / Administrator; DON / Nurse Manager; Human Resources

Target Audience – Provider Types:  Life Plan Communities (CCRCs); Assisted Living / Residential Care; Nursing Home





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