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Now Available

Up to 5.5 hours CPE Credit and Field of Study Prerequisites (pending approval) Click here for more information.

This year’s conference will bring together national and regional stakeholders from the for-profit and non-profit sectors to explore how organizations should position themselves and continue to rebalance their programs to remain relevant in today’s dynamic marketplace.

Larry Minnix will provide our Keynote address based on his year-long program, Governance as Leadership: What Every Board Needs to Know, in collaboration with LeadingAge Georgia. Together, we will explore important issues that must be addressed by every governance body or ownership group if their organization is to be successful.


Wednesday // March 4


6:00 - 8:00 pm

Welcome Reception & Registration

The Candler Hotel Atlanta, Curio Collection by Hilton
127 Peachtree St NE Atlanta, GA 30303
(404) 523-1200

Thursday // March 5

8:00 - 9:00 am Continental Breakfast
9:00 - 9:20 am Welcome Remarks - Keith Seeloff, DHG Healthcare

Why this is a "Finance" conference? Trends and Framing

9:25 - 10:30 am Larry-Minnix-keynoteGovernance as Leadership: Culture Eats Strategy for Lunch

KeyNote: Larry Minnix, Former President of LeadingAge

Keys to success lie in our people, yet we do not measure indicators like employee retention, staff satisfaction, or even consumer satisfaction in a timely manner. What steps can be taken to keep from repeating costly missteps and mistakes in the future?

10:30 - 10:45 am Networking Break
10:45 am - 12:00 pm The Future of Nursing Homes and Assisted Living: Achilles Heel or Opportunity?

Moderator: Andy Page
Panelists: Deke Cateau, CEO, A.G. Rhodes; Dr. Terry Sullivan, MD, The Cottages; Susan Ryan, The Green House Project

Nursing homes continue to feel regulatory, public relations, and financial pressures. Assisted living continues to be unregulated, with scandals and overbuilding.

Dementia continues to drive the need for long-term institutional service. How should organizations position themselves to rebalance their programs, serve dementia residents, and remain viable?

12:00 - 1:00 pm Lunch
1:00 - 2:15 pm Senior Housing: A Missed Opportunity?
Defining Affordability (Middle Market)

Moderator: Lisa Legeer, GlynnDevins
Panelists: Lynn Daly, BB&T Capital Markets; David Ratchford, President, WellPointe Advisors, LLC; TBD

Senior housing enriched with services offers a significant market opportunity for home & community-based services while existing HUD projects must be renovated and repositioned to be relevant in their markets.

Financing for new projects must be sought through a variety of mechanisms.

2:15  - 2:30 pm Networking Break
2:30 - 3:30 pm Finance Panel: Black Swans and other Disrupters

Moderator: Keith Seeloff, DHG Healthcare
Panelists: Tad Melton, Ziegler; Melissa Messina, HJ Sims; Kevin Oakley, Lancaster Pollard

We will discuss the environmental issues effecting housing and interest rate markets, labor shortages, and unprecedented competition and options for seniors discretionary and demand-driven spending.

How is this affecting the capital markets and consolidation and other entrepreneurial approaches to growth and funding that growth?

3:30 - 3:45 pm Group Discussion: Innovation and Growth

We will spend our last session in a group discussion on the issues of today and lessons of the past. We will learn how others are addressing and implementing innovative solutions while positioning their organizations for growth (Construction costs, labor force, interest rates, real estate slump, recession, election, HC reform).

3:45 - 4:00 pm Closing Comments / Adjourn