2020 Finance & Strategy Symposium  December 11-12 | 9am-12pm - Offered in collaboration with LeadingAge DC and LeadingAge Tennessee *Sponsored by Ziegler* - REGISTER NOW $129 Members | $229 Non-Members

Each year, we partner with Ziegler to offer C-level individuals and leadership teams a place to learn and connect. We invite you to join us for this year’s interactive, virtual Finance and Strategy Symposium. Topics of discussion will include marketing and sales in light of COVID-19, how our organizations’ have adopted and implemented new technologies and what’s coming next, the state of senior living and capital markets, and design for the future. CE will be offered for CPAs and Nursing Home Administrators.

- Offered in collaboration with LeadingAge DC and LeadingAge Tennessee and Sponsored by Ziegler -

Agenda

Thursday December 10

Friday December 11

Past Events

2019 Recap

On November 21, 2019 LeadingAge Maryland and LeadingAge DC held the 2019 Finance & Strategy Symposium at Asbury Methodist Village. This year’s program addressed a wide range of professional disciplines and settings from housing to continuing care to community-based programs.

Presentations were as follows:

• 2019 State of Senior Services: Trends Impacting Maryland Organizations
  Presented by Amy Castleberry & Lisa McCracken, Ziegler
  
• Ransomware and Cryptojacking - Risk, Prevention and Response
  Presented by John DiMaggio, Blue Orange Compliance
  
• Assessing Capital Capacity & The Senior Living Capital Markets
  Amy Castleberry, Ziegler, and Johnathan Hansen, Hansen Prospective Financials
  
• Engaging Residents with a Culture of Hospitality
  Presented by Tom Garvin, Waverly Heights
  
• Engaging Residents in a Campus and Community
  Presented by Debbie Hedges, Asbury Methodist Village
  
• Understanding Affiliation Dynamics: An Acts/Integrace Case Study
  Presented by Jonathan Hansen, Hansen Prospective Financials, and Jim Petty, Acts Retirement-Life Communities
• LeadingAge Virginia Middle-Market Playbook
  Melissa Andrews, LeadingAge Virginia, and Tommy Brewer, Ziegler
  

Download the complete agenda here.

2018 Recap

On November 29, 2018, LeadingAge Maryland and LeadingAge DC held the 2018 Finance & Strategy Symposium at Asbury Support and Collaboration Center in Frederick, Maryland. The one day event, sponsored by Ziegler,covered a range of topics of interest to a broad audience, including finance, administration, marketing, clinical and other professionals.

• Trends in aging services with great research and data
• The state of financing and the implications of the new accounting changes
• Current challenges and changes in the world of construction
• The CFO’s first -hand look at why a $billion/ year national nonprofit aging services organization is affiliating into a large regional health system
• A case study of the ways one LeadingAge Maryland is positioning for the future through employee workplace improvements, divestitures, new services, repositioning, and strategic relationships
• The implications of the new Maryland Medicare waiver and the future landscape of healthcare in Maryland

Download the complete agenda here.

2017 Recap

On November 30, 2017, LeadingAge Maryland and LeadingAge DC held the 2017 Finance & Strategy Symposium at Homewood at Frederick in Frederick, Maryland. This one-day event, sponsored by Ziegler, provided an overview of the most recent industry trends, highlights of innovative case studies from around the country, and ample time for networking!

Topics were of interest to a broad audience, including finance, administration, marketing, clinical and other professionals, and covered:

• A State of Aging Services overview based on Ziegler research and experience
• Insights on cyber security as well as perspectives from a member organization victimized by a phishing scam
• How to be a talent magnet in an era of workforce challenges
• Case studies of one campus that has made a turnaround and another that is growing rapidly
• A panel of board members who will reflect on the role of governance in the future and what keeps them up at night

Download the complete agenda here.