A Look at the External Market Influences on Senior Living
Exact date and time TBD

Speaker: Maria B. Dwight

Other Speakers:  J. David Hoglund (Principal and Director, Perkins Eastman, Pittsburgh, PA), Stephen Proctor (President & CEO, Presbyterian Senior Living, Dillsburg, PA), Keith Seeloff (Partner/Member in Charge, Dixon Hughes PLLC, Atlanta, GA)

Explore with a panel of senior living leaders how external market influences are having an impact on the senior living field.

Understand how these external influences may reinforce or alter providers’ decisions regarding development and repositioning of new and existing communities.

Develop strategies for innovation in turbulent times that balance market needs, minimize risk and position organizations for success.

Success!  A New Model for the CCRC
Exact date and time TBD

Speaker: Maria B. Dwight

Other Speakers:  Dee Sellner (President & CEO, Terwilliger Plaza, Portland, OR), Bob Anderson (CEO, Horizon House, Seattle, WA), Lauri Warfield-Larson (Health Services Officer, Horizon House, Seattle, WA)

CCRCs are models of retirement living and care that are evolving to meet the demands of the changing older market, new philosophies in resident-centered care, new definitions of quality of care, and enabling technology.  Aging-in-place is becoming a reality rather than an option.

Two CCRCs , Terwilliger Plaza and Horizon House, have successfully integrated a new model of care that has proven to be a financially viable alternative to nursing home placement, as well as the preferred option for their residents and families.

Strategic planning, based on market data, was the catalyst for initiating this new approach.  The communities’ successful track records demonstrate the validity of this method of innovative planning.

Terwilliger Plaza embarked on this new model of care called “Enhanced Assisted Living” in 1998.  Faced with the closure of the SNF/ICF facility, the Plaza moved 12 residents from the nursing home into an assisted living setting.

The State of Oregon doesn’t require a specific health care setting based on the needs of the resident.  It supports less institutional, less restrictive, less medical and more social.

It also supports providing a high level of acuity provided the appropriate staffing is available.  This environment gave the Plaza an opportunity to provide a high level of care in a residential and apartment style environment.  This allows the resident to move their own belongings, personalize their apartments, continue to participate in campus activities and still receive the care they need.

For eleven years, the Plaza has been extremely successful in this model and in fact, helped to show Horizon House how this model could work for them.  Our employees throughout the organization have embraced this model and support our residents. We feel our residents actually live better and longer in this setting.

Horizon House, a continuing care retirement community in Seattle, completed a large expansion project in 2007 that nearly doubled the size of its campus.  The nursing home and assisted living models of care were combined into a new and innovative health care program that is called Supported Living.

This model operates under the Washington State Boarding Home regulations and combines a wide range of care and services to address the individualized needs of the resident in a home like environment. The Supported Living model of care embodies the philosophy of “aging-in-place” and removes the transition between levels of care that customarily occurs in traditional settings.

Supported Living is designed to meet the social, mental, spiritual and long term health care needs of the residents served.  Long term residency with nursing support services as well as short term respite care for residents of the community who may require intermittent nursing services are available within Supported Living.

This presentation will explore the challenges that were present with the previous models of care including skilled nursing and assisted living and how the decision was derived to develop a new model of health care as illustrated in both case studies.   The presentation will also highlight the successes of this model of care in both communities.

Using Consumer Research to Measure Demand
Exact date and time TBD

Speaker: Karen R. Adams

Other Speakers:  David Berg (VP Business Development, Northern California Presbyterian Homes and Services Inc., San Francisco, CA), Harold Urman (Partner, Vital Research, LLC, Los Angeles, CA)

Hear how consumer research has been used to update existing models of service delivery, distinguishing primary from secondary markets and target messages to stated market desires.  Gain insights into what makes consumer research valid and applicable and how to apply it to design, development and repositioning.  Discuss the future of consumer research and emerging research tools and strategies, especially e-mail and Internet communication.

From Crisis to Confidence:  A Repositioning Case Study
Exact date and time TBD

Speaker: Maria B. Dwight

Other Speakers:  Jim Doyle (CFO, Brandon Oaks, Salem, VA)

Analyze the steps a Virginia CCRC took to improve its financial footing and revamp its levels of care through a significant repositioning project.  Recognize ways that strong business practices and accurate, timely market research can enhance a community’s ability to meet and expand its mission.  Learn from the rigorous strategic and financial planning process that led to this successful repositioning.

Strategic Interventions – Getting the Biggest Bang for your Buck
1:15 p.m. to 2:45 p.m.

Speaker: Maria B. Dwight

Other Speakers:  Leslie Moldow (Principal, Perkins Eastman), Bill Hendrickson (Financial Consultant, Hendrickson Consulting)

Pre-Conference Seminar:  CCRC Symposium – Make the “New Normal” More Fun Than the Old Days
9:00 a.m – 4:00 p.m.

Speaker: Maria B. Dwight

Other Speakers:  William Pomeranz (Managing Director, Cain Brothers), Brian McLemore (Executive Vice President, Pacific Retirement Services), Molly Forrest (CEO, Los Angeles Jewish Home), Paul Gordon (Partner, Hanson Bridgett, LLP)

Credit is tight and housing markets are down – making campus development difficult under the traditional “all-in-one” multi-level campus model. Participate in a dynamic conversation with a panel of leaders in long-term care and examine how senior living services for the middle income consumer can be provided. Examine the demographics, trends and the demands of the consumer and look at the legal, political and operational issues of the various new models of care that are coming to California. Join in an open dialogue on long-term care solutions, emerging models and expanding services.

To download the PowerPoint slides from the presentation, please click the following links:

ASC 2010_The New Normal

ASC 2010_The New Normal Part 2

Session 441:  Moving Forward On All Fronts:  Repositioning a Strategic Vision
Wednesday, May 5, 2010
10:30 a.m. – 11:30 a.m.

Speaker: Karen R. Adams

Other Speaker:  John Shoesmith, Principal, Mithun

Emerging elder markets are more sophisticated, and demand more choice and control than prior generations with regard to meeting their aging-related needs because they have had more role-models than any prior group. Their sheer numbers also dictate that they will have more types of models to choose from as new providers enter the markets. This session will identify the key considerations of repositioning as a strategic act; discuss how values and opportunities
identified in the strategic planning effort become the framework for a comprehensive master planning process; and identify how the master plan can be used as a vehicle for project implementation with an eye toward phasing, sustainable strategies, adaptability, agency approvals and cost.

Session 15C:  Strategic Interventions:  Getting The Biggest Bang For Your Buck
Wednesday, May 5, 2010
2:15 p.m. – 4:15 p.m.

Speaker: Maria B. Dwight

Other Speaker:  Leslie Moldow, Principal, Perkins Eastman

In the current economic market where access to capital is tight, communities must continually reinvent themselves in order to remain competitive and attract discerning seniors. Communities must also make challenging budget decision that maximizes options for current resident and future markets.

Learn what communities can do to keep their current occupancy rates high and position themselves for future opportunities, all while engaging their board.  This session will discuss new senior housing market demands and case studies that will serve as a guide for communities to take action. Learn what the most appropriate move should be, whether it is upgrading interiors, repositioning the campus, changing the unit mix or creating a master plan. This session will address how communities will learn how to make sure capital and operating costs are accounted for and that the solution maximizes economic potential.

To download the PowerPoint slides from the presentation, please click the following links:

ASC 2010_Strategic Interventions