2010 Schedule
ALFA 2010 Conference Program
(Subject to change; as of April 2, 2010)
*All events held at the Phoenix Convention Center unless otherwise noted
| PRE-CONFERENCE – MONDAY, MAY 24, 2010 |
7:30 am – 2:30 pm |
ALFAPAC Golf Classic – TPC Scottsdale Golf Course |
| 8 am – 6 pm | Exhibitor registration |
2 pm – 5:30 pm |
Sales & Marketing Roundtable (invitation only) |
3 pm – 5:30 pm |
Executive Roundtables (invitation only) |
| 3 pm – 6 pm | Attendee registration |
3:30 pm – 5 pm |
ALFA Board Meeting (invitation only) |
5 pm – 6 pm |
Advertisers Reception (invitation only) |
6 pm – 7:30 pm |
President’s Council Reception (invitation only) – sponsored by Health Care REIT |
*All events held at the Phoenix Convention Center unless otherwise noted
| DAY ONE – TUESDAY, MAY 25, 2010 |
| 7 am – 6 pm | Registration open |
| 7 am – 8 am | Continental Breakfast |
| 8 am – 10 am | General Session – Best of Best Awards |
Keynote by Maddy Dychtwald: |
|
10:15 am – 5 pm |
State Affiliate/Chapter meetings (invitation only) |
| 10:15 am - 11:30 am | Concurrent sessions |
- Grassroots advocacy panel – Explore how senior living providers communicate and develop lasting relationships with elected officials and other community leaders. Learn the steps to convey and promote the public advocacy interests of your organization. – Jordan Bernstein, Senior Vice President, Cassidy & Associates; Mark Miller, CEO, Pennsylvania Assisted Living Association; Travis Smith, VP/General Counsel, Five Star Senior Living (1.25 CEUs)
- Engaging Families – Learn customer relationship management approaches to enhance family relations. This program includes the impact of effective multi-cultural approaches to resident service and family expectations, and how to deliver difficult messages such as care level and pricing changes. – Brenda Abbott-Shultz, Vice President, Resident and Family Services, Benchmark Assisted Living, Michael Goins, Executive Director, Chelsea Senior Living; Rita Altman, RN, National Director of Memory Care Services, Sunrise Senior Living (1.25 CEUs)
- Transforming Health Care Using Information Technology – What Will It Mean for You? – Understand the latest expectations and trends under health-care reform and the American Recovery and Reinvestment Act (ARRA); IT and clinical perspectives. – David Roberts, Vice President, Government Relations, Healthcare Information and Management Systems Society (HIMSS) (1.25 CEUs)
- Is the Past a Predictor of the Future? – Hear from the financial pros that know the senior living business about forecasts for the upcoming year and beyond. We’ve asked them to talk about lessons learned from the past and how these may be future indicators. They will provide perspectives on the changing economy, including financing alternatives, valuation trends, debt financing, changing capital requirements, and the new Fannie and Freddie. – Mark Ohlendorf, Co-President and CFO, Brookdale Senior Living (moderator); Justin Hutchens, President and COO, National Health Investors; Mike Stephen, Senior Vice President, Marketing, Health Care REIT, Kevin Filter, President, Oak Grove Capital (1.25 CEUs)
- Women in Leadership – Sharing their Journey – This dynamic discussion will feature a panel of prominent senior living businesswomen. These panelists with a wealth of experience and achievement will discuss and share their career accomplishments, challenges, strategies for leadership development, their paths to success, and life lessons learned. Tiffany Tomasso, Former COO Sunrise Senior Living (moderator) Brenda Bacon, President and CEO, Brandywine Senior Living; Pamala Temple, A Place for Mom; Sue Farrow, President and CEO, Integral Senior Living; Stephanie Handelson, COO, Benchmark Assisted Living; Kathy Sweeney, Managing Director, U.S. Seniors Housing, GPT Group; Vicki Clark, President, Vintage Senior Living (1.25 CEUs)
- Online Marketing for Senior Living – Are You Prepared? – New strategies for sales and marketing using social media networks and other supporting technologies. Panel will cover managing Internet leads, e-mail marketing integration and the impact of technology on family decision-making and influencers. – Dan Hobin, CEO, G5 Search Marketing, Shannon Ingram, Director of Marketing, Silverado Senior Living (1.25 CEUs)
| 11:45 am – 1:45 pm | ALFA Annual Awards Luncheon and Media Presentation – sponsored by Benchmark Assisted Living |
2 pm – 3:15 pm |
Concurrent sessions |
- Shaping the Future (Peer-to-Peer) – What will senior living look like in 2013? Have your predictions from 2006 come true? This “future forum discussion" was extremely popular at ALFA’s 2006 Conference and the results appeared on the ALFA Web site; “creating a shared vision and roadmap to the future.” Together, you will envision scenarios for our future, share ideas and fresh perspectives. – Judd Harper, COO, The Arbor Company; Jayne Sallerson, Senior Vice President of Marketing, Emeritus Senior Living (1.25 CEUs)
- Disaster Planning – This session will provide important tools that will help prepare your community for a potential disaster. This most successful disaster responses are a result of comprehensive analysis, planning, and practice. Hear from presenters who focus on planning and implementing effective disaster plans. – Ray Miller, Director of Risk and Safety Solutions, Direct Supply; Jeff Chester, Vice President, ACT; Stanley Szpytek, President, Fire and Life Safety, Inc. (1.25 CEUs)
- Positive State Regulatory Outcomes – During difficult economic times, state regulatory agencies struggle with meeting the charge of safety and security oversight. This session will present creative ways providers and states are working together to assure quality of life for residents and regulatory oversight. – Kayda Johnson, COO, Senior Resource Group; Kevin Coughlin, Director, Bureau of Assisted Living Wisconsin; Susanne Matthiesen, Managing Director, CARF (1.25 CEUs)
Sponsored by:

- Trends in Dining Services – Resident satisfaction with dining service is critically important to the overall customer experience. Hear from proven leaders about what has worked to bring about a higher degree of resident involvement and satisfaction. Explore the quality improvements systems utilized to bring about this change. – Guy Hemond, Vice President of Dining Services, Benchmark Assisted Living; Steve Sacco, Divisional Director Dining Service, Emeritus Senior Living; Wayne Langley, Vice President, Sodexo Senior Services (moderator) (1.25 CEUs)
- Moments of Truth in Customer Experience Management - Speaker will provide insights and lessons learned about branding the customer experience. More than just delivering promises, the customers’ experience ultimately creates your identity and differentiates you from the competition. Hear how a number of service industry clients have connected with customers in compelling ways, and how to engage employees in every facet of branding. – Rob Rush, President and CEO, LRA Worldwide (1.25 CEUs)
- Emerging from the Recession – Successful providers share lessons learned from the economic downturn. Presenters will discuss economic efficiencies utilized to weather the recession while not compromising resident care and services. Tools to monitor expense and revenue, including cost creep will be discussed. Chris Hyatt, Executive Vice President, and COO, Emeritus Senior Living; Jeff Patton, Vice President, Procurement, Brookdale Senior Living (1.25 CEUs)
| 3:30 pm – 6:30 pm | Reception in the Expo Hall – sponsored by Yardi |
*All events held at the Phoenix Convention Center unless otherwise noted
| DAY TWO – WEDNESDAY, MAY 26, 2010 |
| 7 am – 5 pm | Registration |
| 7 am – 8 am | Continental Breakfast |
| 8 am – 10 am | General Session – State Advocacy Awards, ALFAPAC Awards, The Horace D’Angelo Jr. Memorial Award |
Keynote by– Phil Lempert |
|
10:15 – 11:30 am |
Concurrent sessions |
- Managing Risk and Liability – Managing Risk and Liability (Peer-to-Peer) – Managing risk all revolves around the front line of service. Within a peer-to-peer format hear how others have engaged staff in ways that reduce liability and hold down insurance premiums, while enhancing the level of customer service. We know you will have lots to share in areas such as: the impact of the changing economic and litigious climate, insurance renewals, record keeping, recognition programs, staff training, workers compensation, fraud and drug testing. – Frank Russo, Senior Director of Risk Management, Silverado Senior Living; Andrea Griesmar, Vice President, Human Resources, Brightview Senior Living (1.25 CEUs)
- Medication Technician Management – With most residents needing assistance with their medication, well-qualified medication technicians fill a critical role. Hear from this panel which will address the implementation of a medication technician program from the provider and regulator perspective. Jan Brickley, Pharmacy Consultant, North Carolina Department of Health and Human Services, Delinda Kanaskie, Vice President, Education and Clinical Services, Country Meadows Retirement Communities(1.25 CEUs)
- Building and Leveraging Leadership Talent – This session will explore proven methods to develop and retain leadership talent throughout the organization. – Ed Oxford, Senior Vice President and Chief Talent Management Officer, Banner Health; MaryAnn Hughes, VP of Human Resources, Five Star Senior Living; Mike Rodis, VP of Human Resources, Sunrise Senior Living (1.25 CEUs)
- The Changing Service Industry Landscape – In preparation for this session, polls will be conducted with an online consumer panel of more than 80,000 members about their attitudes on issues relevant to senior living. It is your opportunity to understand how your current and future consumers are thinking about the most critical issues facing your organization. – Phil Lempert (1.25 CEUs)
- Active Green Environments: Engaging Residents, Cutting Costs and Boosting Marketability – Have you ever thought about your community’s landscape as a resource for expanding resident services? This session will address the concept of providing engaging, attractive, and eco-friendly environments that offer opportunities for exercise and a therapeutic setting for residents. Building additions can also incorporate this green approach – enhancing marketability and return on investment. – Aaron D’Costa, Vice President of Marketing and Business Development, Pathway Senior Living; Geoff Deigan, President, WRD Environmental; Bill Sturm, Principal, Serena Sturm Architects (1.25 CEUs)
- Exploring the Strengths, Weaknesses, and Opportunities for the Regional Provider in Today’s Economy (Peer-to-Peer) – Building on last year’s popular session, this peer-to-peer session brings together small to mid-sized company leaders to share their experiences in the changing marketplace and innovative solutions to the unique challenges they face in leading their organizations. An excellent session for owner-operators, executive directors, and other in management to network and find solutions to those “up at night” issues and market opportunities. – Loriann Putzier, Executive Vice President and COO, IntegraCare Corporation; Richard Williams, Vice President, HHHunt (1.25 CEUs)
| 11:45 am – 3 pm | Expo Hall and Lunch |
| 1 pm – 3 pm | Roundtable Topical Forums (invitation only) |
3:15 pm – 4:30 pm |
State Affiliate chair meeting (invitation only) |
| 3:15 pm – 4:30 pm | Concurrent sessions |
- Balancing Move-Ins and Move Outs –the Clinical Perspective – Industry executives will discuss lessons learned from three functional perspectives: sales, clinical, and regional operations. This session will focus on best practices for effective alignment of quality care, operating costs, and sales in order to manage move-ins and move-outs. – Kristine Delgado, VP, Sales and Marketing, Sunrise Senior Living; Michelle Hamilton, SVP Operations, Country Meadows; Brenda Kennedy, Vice President of Clinical Services, Bell Senior Living (1.25 CEUs)
- Affordable Assisted Living – This session will examine the prospects for public funding in senior living, and include perspectives from the provider and payor points of view. – Jackie Garner, Consortium for Administrators of Medicaid and Children’s Health Operations, CMS; Blair Minton, President, BMA Management; Jerry Finis, CEO, Pathway Senior Living (1.25 CEUs)
- Crystal Balls and Business Models: Entering the New Decade – Understand the CFO’s perspective in maintaining resident quality of life while supporting a vibrant sustainable business model. Learn how the current economic outlook has shaped these decisions, Michel Augsburger, CEO, Chancellor Health Care (moderator); Tom Croal, Senior Vice President and CFO, Silverado Senior Living; David Mitchell, VP and CFO, BMA Management; Jon DeLuca, President and CFO, Horizon Bay Retirement Living; Kristin Ferge, Executive Vice President and Treasurer, Brookdale Senior Living (1.25 CEUs)
- Changing Independent Living Service Package – In preparation for the baby boomer generation, discussions will focus on aging in place and the changing customer wants, desires, and needs. Presenters will discuss demographic changes and expectations of the next wave of residents in Senior Living. James Pusateri, Senior Vice President, Sales and Marketing, Horizon Bay Retirement Living; Greg Richard, EVP Field Operations, Brookdale Senior Living; Daniel Schwartz, Principal, New Paradign Senior Living (1.25 CEUs)
5 pm – 6:30 pm |
ALFAPAC Donor Reception (invitation only) |
| 6:30 pm – 8 pm *Sheraton Phoenix Downtown |
CEO Dinner (invitation only) |
*All events held at the Phoenix Convention Center unless otherwise noted
| DAY THREE – THURSDAY, MAY 27, 2010 |
| 7 am – 8 am | Continental Breakfast |
| 8 am – 11 am | Registration |
| 8:15 am – 9:30 am | State of Senior Living: Proven Leaders Discuss the Future - sponsored by National Health Investors |
CEO Panel: Hear from executives on how the economy has affected their business and how they are planning for the future based on changing market dynamics and consumer desires. Brenda Bacon, President and CEO, Brandywine Senior Living (moderator); Thilo Best, CEO, Horizon Bay Retirement Living; Granger Cobb, CEO, Emeritus Senior Living; Bruce Mackey, CEO, Five Star Senior Living; Mark Ordan, CEO, Sunrise Senior Living; Bill Sheriff, CEO, Brookdale Senior Living (2 CEUs) |
|
9:45 am – 11 am |
Concurrent sessions |
- Ancillary Services – Partnering for Success – Lessons learned in building win-win outsourcing relationships and integrating specialty clinical programs into your service model. – Sharon Roth-Maguire, VP of Clinical Services, Horizon Bay Retirement Living; Heather Gabilanes, Regional VP of Resident Care, Northeast Region, Sunrise Senior Living (1.25 CEUs)
- Technology Driven Decision Making – Learn the latest about integrating and sharing knowledge across all functional areas of the company; including the impact of distance learning. Together these drive service quality, staff engagement and corporate knowledge sharing. Scott Ranson, Vice President and Chief Information Officer, Brookdale Senior Living; Bill Sivil, VP Information Technology, Emeritus Senior Living (1.25 CEUs)
- Market Fundamentals and Trends in Senior Living – Obtain the latest information regarding occupancy, construction and acquisition in senior living. Explore specific markets best poised for expansion including models of independent living and assisted living. – Michael Hargrave, Vice President, National Investment Center MAP; Chuck Harry, Research Director, National Investment Center (1.25 CEUs)






