Finance & Strategy Symposium 2019

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

Thank you to everyone who came out to Asbury Methodist Village to hear from our wonderful lineup of speakers. 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.

Past Events

2018 Recap

The 2018 Mid-Atlantic Life Plan/CCRC Marketing and Communications Symposium, offered in collaboration with LeadingAge Virginia and LeadingAge North Carolina, was held September 19, 2018 from 9am-3:30pm at Covenant Woods Retirement Community in Mechanicsville, Virginia.  

This full day of interactive learning and networking included the following presentations:

• Digital Tools and Techniques Essential for Today’s Marketing
  Presented by Tom Mann and Tim Bracken, Love & Company
  
  
• Marketing your Message with Public Relations
  Presented by Matt Lochell, Walker Marketing
  
  
• Preparing for the Next Generation of Senior Living Consumers
  Presented by Derek Dunham and Jackie Stone, Varsity Branding
  
  
• Creative and Unique Marketing Applications
  Panel Discussion

Past Events

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.