Agenda

The Symposium informally kicks off with a welcome reception on Thursday, November 8th at 4:30 PM. The Symposium officially kicks off at 8:30 AM on Friday, November 9th and ends at 4:00 PM that same day. 

Argentum Executive Roundtable Members have invite-only meetings on Thursday, November 8th, and Trustee Silver PAC Donors have invite-only events on Friday, November 9th evening and Saturday, November 10th morning.

Thursday, November 8

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Argentum Executive Roundtable Meetings*
1:30 pm - 4:30 pm
Thursday, November 8 | 1:30 pm - 4:30 pm
Invitation-Only for Argentum Executive Roundtable Members

The Argentum Executive Roundtable program is an invitation-only, Premier Member program comprised of seasoned senior living professionals from a variety of functional areas.

The Roundtables that are scheduled to meet on November 8 are the following:

• COO/SVP of Operations Executive Roundtable
• CFO Executive Roundtable
• Clinical Quality Executive Roundtable
• Dining Executive Roundtable
• Government Relations Executive Roundtable
• Human Resources Executive Roundtable
• Memory Care Executive Roundtable
• Sales and Marketing Executive Roundtable

Learn more about your upcoming roundtable meeting.

Symposium Welcome Reception
4:30 pm - 6:00 pm
Thursday, November 8 | 4:30 pm - 6:00 pm

Friday, November 9

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Approved for NAB CEUs
Registration
7:00 am - 7:45 am
Friday, Nov 9 | 7:00 am - 7:45 am

Networking Breakfast
7:45 am - 8:30 am
Friday, Nov. 9 | 7:45 am - 8:30 am

It's My Pleasure: The Impact of Extraordinary Talent and a Compelling Culture
8:30 am - 9:30 am
Plenary Keynote Session
Friday, Nov. 9 | 8:30 am - 9:30 am
Dee Ann Turner
Vice President, Sustainability, Chick-Fil-A, Inc.

Sponsored by:

yardi

Workforce Development
9:45 am - 11:45 am
Friday, Nov. 9 | 9:45 am - 11:45 am
Pass Type Required: All-Access

THE WORKFORCE IMPERATIVE (9:45 - 10:15 AM)
Workforce is the biggest challenge facing successful operation of senior living—and unless we act boldly, the problem will continue to grow. This discussion will highlight the scope of the workforce challenge and the trends we all need to be aware of as we attack the issue head on. From public-private partnerships to industry-recognized apprenticeships to unique recruiting and onboarding, companies are finding ways to win and make workforce a competitive advantage.

Emily DeRocco, CEO, E3 Engage Educate Employ

LISTEN: WHAT THE DATA SAYS AND WHAT IT MEANS (10:15 - 11:00 AM)
The senior living industry runs on data, from occupancy rates to resident satisfaction. Yet when it comes to our existing and future workforce, there has been very little reliable, industry-wide information to make critical recruiting and staffing decisions. In this session, you’ll hear the latest workforce trends in senior living and benchmarked data on turnover, retention, and employee engagement. You’ll also learn how to access and analyze sources of workers in hard-to-fill jobs, and locate schools with the right technical programs. We measure what matters--and these new data sources can be a game changer.

• Jacquelyn Kung, CEO, Activated Insights
• Mark Woodka, CEO, On Shift

PLAN: PARTNER FOR SUCCESS (11:00 - 11:45 AM)
Every senior living operator has its own procedures, but when it comes to workforce, you don’t have to reinvent the wheel. In this session, you’ll learn about innovative recruitment, training, and retention programs that have been effective and demonstrated return on investment. You’ll also hear how education and community organizations can be your best partners--and may even unlock government and foundation funding to help start up and sustain your efforts. This panel of experts will walk through the elements of success, from establishing a partnership to ensuring a lasting program that can bolster your long-term staffing strategy.

• Andrew Carle, Founding Director - Program in Senior Housing Administration, George Mason University
• Steve Partridge, Vice President of Workforce Development, Northern Virginia Community College
• Todd Schmiedeler, Vice President, Employee Services, Trilogy Health Services
• Judy Whitcomb, Senior Vice President, HR and Learning & Organizational Development, Vi

Sponsored by:

Quality and Operational Efficiency
9:45 am - 11:45 am
Friday, Nov. 9 | 9:45 am - 11:45 am
Pass Type Required: All-Access

INNOVATIVE SERVICE MODELS AND MEDICARE REIMBURSEMENT (9:45 - 10:45 AM)
In the changing landscape of healthcare delivery, ongoing care reform opens opportunities for assisted living communities and CCRCs to provide solutions for health systems to save costs while achieving quality outcomes and improving satisfaction. There is much theory surrounding how the senior living industry can position itself as a lower cost solution for both hospital systems and insurance companies. In this session you will have an opportunity to learn about opportunities being created for assisted living and CCRCs due to changes in healthcare reform; how to manage successful partnerships with health care systems; and actionable steps to turn theory into reality.

Meredith Mills, MHA, PCHA, MHA, PCHA, Sr. Vice President & Chief Operating Officer at Country Meadows Retirement Communities
Sarah Walmsley, National Director of Strategic Partnerships- Senior Living Solutions at BAYADA Home Health Care

KEY QUALITY METRICS AND STATE DEFICIENCY TRENDS (10:50 - 11:20 AM)
It’s essential to have the right information when making important decisions related to quality improvement. Yet deciding on the correct metrics and setting up a good system for tracking can be a real challenge, including the establishment of relevant benchmarks to compare performance. This session features a discussion of key metrics, benchmarking information, and deficiency trends that can be gleaned from monitoring relevant information contained in state deficiency reports across the industry. Participants will gain an understanding of proposed metrics that can be tracked and trended to identify competitive advantages and operational improvements. Presenter: Trissie Farr, Formation Healthcare.

GROUP EXERCISE: TOP FIVE QUALITY METRICS THAT ARGENTUM SHOULD MEASURE  (11:20 - 11:45 AM)
In this exercise participants will review a list of metrics identified by Argentum’s Quality Improvement Task Force and come to a consensus on the top five metrics that Argentum will measure moving forward. The results of this exercise will provide the focus for the afternoon working session.

Sponsored by:

Sales & Occupancy
9:45 am - 11:45 am
Friday, Nov. 9 | 9:45 am - 11:45 am
Pass Type Required: All-Access

THE STATE OF OCCUPANCY (9:55 - 10:30 AM)
Seniors living occupancy fell to a six-year low in the first quarter of 2018. In this session, you will hear from experts on occupancy trends, internal and external forces driving this historical low occupancy, and better predict future occupancy levels.

• Lana Peck, Senior Principal, National Investment Center
• Jason Rock, VP of Sales and Marketing, Allegro Senior Living
• REIT perspective (TBA)

INNOVATIVE WAYS TO INCREASE OCCUPANCY (10:30 - 11:30 AM)
Taking a careful look at your occupancy rates can give you a lot of insight and information regarding your corporate culture, operations, and sales and marketing efforts. If your occupancy rate isn’t what you think it should be, some changes may be in order. Panelists of this session will explore better coordination techniques between ED, clinical, operations and sales. They will review the resident experience and new messaging opportunities and techniques.

• Carlene Motto, Executive VP of Sales, Belmont Village Senior Living
• Les Strech, President, Thrive Senior Living


Sponsored by
Model55

Lunch and Plenary Session
12:00 pm - 1:15 pm
Friday, November 9 | 12:00 pm - 1:15 pm
Lynne Katzmann
Founder and President, Juniper Communities

Workforce Development
1:30 pm - 4:00 pm
Friday, Nov. 9 | 1:30 pm - 4:00 pm
Pass Type Required: All-Access

AN AGENDA FOR ACTION (1:30 - 3:00 PM)
We all know the problems. Now is the time to act. In this interactive, consensus-building working session, join the conversation and help identify critical action items for Argentum and our membership.

STRIVE FOR GREATNESS (3:00 - 4:00 PM)
Our industry has thousands of well-run communities. A few stand out as truly great, but how did they get that way? Organizational experts point to the importance of setting a vision and sticking with it. Hear from leading companies on how they put that vision to work, executed the many steps large and small that led to success, and ensured continuous improvement for lasting results.

Sponsored by:

Quality and Operational Efficiency
1:30 pm - 4:00 pm
Friday, Nov. 9 | 1:30 pm - 4:00 pm
Pass Type Required: All-Access

WORKING SESSION: PATH TO BENCHMARKING (1:30 - 2:30 PM)
After a morning spent discussing key metrics for senior living, this is your opportunity to be part of the solution. In this interactive, consensus-building workshop, join the conversation and help establish and define a set of key metrics that can be consistently tracked across the senior living industry. The results of this group project will be used to guide Argentum’s initial metrics initiatives moving forward. Facilitators:  Members of Argentum’s Quality Improvement Task Force.

MEDICAL AND RECREATIONAL CANABIS: IMPLICATIONS FOR SENIOR LIVING  (2:45 - 3:45 PM)
The use of medical cannabis has been a controversial subject, and this issue is unlikely to go away as baby boomers continue to transition to senior living in increasing numbers. Are there benefits to medical cannabis – especially compared to the use of opioids? What challenges should you anticipate – are you prepared to manage medical cannabis? Join us for a discussion designed to help you become more informed and better prepared to address these issues in your communities.



Sponsored by:

Sales & Occupancy
1:30 pm - 4:00 pm
Friday, Nov. 9 | 1:30 pm - 4:00 pm
Pass Type Required: All-Access

SALES ACTIVITIES THAT PRODUCE OUTCOMES (1:30 - 2:30 PM)
In this session, we will explore the relationship between what an organization measures and its overall sales performance. By examining the data gleaned from a Promatura study of a large sub-set of senior housing sales consultants, we will present a set of evidence-based predictive sales behavior which, when applied on a consistent basis, improve conversion ratios. With decades of experience in owning, operating and selling in a senior housing environment, David Smith and co-presenter will encourage participants to re-evaluate their current data behaviors and demonstrate how easily operators can flip their scoreboard and encourage sales teams to act on behavior that is scientifically proven to increase sales.

• David A. Smith, Founder/Owner of: The Gatesworth Communities and Sherpa

SCALING FOR GROWTH: CUSTOMIZING A SALES SPECIALIST ROLE FOR IMMEDIATE IMPACT (2:30 - 3:30 PM)
Learn how to identify, leverage, and motivate a Sales Super Star to support occupancy challenged communities, while maintaining their own community occupancy. Helpful tips for communicating the Sales Specialists role to the area, region, and community team. Learn what may motivate one leader, may not motivate another. Create and tie realistic, yet aggressive sales and move-in goals to specific metrics for performance and additional bonus rewards.

• Fara Gold, VP of Sales, Symphony Senior Living. • Mary Dewling, VP of Sales, Benchmark

Sponsored by
Model55

Silver PAC Trustee & Silver Circle Donor Dinner*
6:00 pm - 9:00 pm
Friday, November 9 | 6:00 pm - 9:00 pm
Invitation-Only for PAC Donors of $3,000+

Enjoy an exclusive event at the Hay Adams Hotel.

The Hay-Adams
800 16th St NW
Washington, DC 20006

Saturday, November 10

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Silver PAC Post-Election Analysis Breakfast*
9:00 am - 11:00 am
Saturday, November 10 | 9:00 am - 11:00 am
Location: Occidental Grill & Seafood, 1475 Pennsylvania, Ave., NW, Washington, DC 20004
Invitation-Only for Silver PAC Donors of $3,000+

Enjoy breakfast at the Occidental Grill & Seafood, a DC dining institution just steps from the White House, with a history dating back more than 110 years. Visit http://www.occidentaldc.com/ to learn more about the restaurant.

*VIP Event – eligibility required

Targeted Events = Relationship Building

Senior Living professionals crave peer-to-peer experiences, making new connections, and learning. Sponsor a senior management or executive event to integrate your style and message into the experience and advance relationships.

Symposium Sponsors