Why Attend
In the past many senior care and housing providers have not had the risk appetite to drive digital transformation and adopt new technologies within their business. The pandemic has forced the hand of many risk adverse boards and executives to see the business-critical role technology, and the data it generates can play in facing this monumental disruption to normal operating models.
Now is the time for senior care executives to take a step back, assess what technology is right for their current and future business needs and build a strategic roadmap for how to get there.
The Senior Living Transformation:Technology Leaders virtual series will provide you with practical workshops, interactive roundtables and executive panels. Each individual session has been designed in response to feedback from the leaders in the senior care industry.
This March we will be tackling how to:
- Determine the right connectivity and infrastructure required to adapt to the ‘new normal’
- Implement and maximize resident experience technology
- Leverage sales and marketing technology & lead digital transformation
- Build and execute an IT roadmap and strategy
- Pilot and implement a successful innovation and technology pilot program
This series is perfect for executives ready to build and execute a strategic IT roadmap at their organization and who are determining the priority areas for their budget.
Many C-level executives are turning their attention to digital transformation as the pandemic has only accelerated the need for integrated technology that can evolve with the business as it goes through monumental disruption.
Holiday Retirement, the largest provider of independent living in the US, has set itself apart as a thought leader and industry trailblazer in this area, making investments into resident experience technology that will deliver new and important value to their residents, staff and business.
In this conversation, Shawn Richard, Vice President of Resident Experience at Holiday Retirement, and Geert Houben, CEO of Cubigo, share with us the challenges and opportunities involved in bringing a legacy organization into the digital era.
Join us to unpack:
- The drivers and benefits to the resident, family and business of investing in an integrated resident experience platform
- The vision for Holiday Retirement to grow as an organization with data and information (business intelligence) at the core
- What the data-driven movement means for the entire senior care industry
- The importance of effective change management in leading a digital transformation
INVESTING IN THE RIGHT TECHNOLOGY INFRASTRUCTURE AND ENTERPRISE SYSTEMS TO BE READY FOR THE ‘NEW NORMAL'
Day One – Monday 22 March 12.30 -14.00 EST
EXECUTIVE PANEL AND ROUNDTABLE
During the COVID-19 crisis many senior living providers realised their technology infrastructure was inadequate to cope with new ways of communicating safely through video. However, an investment in infrastructure and enterprise systems is a big decision and you want to be sure that whatever you buy is cost-effective, future proof and complements your legacy systems. In this session you’ll benefit from the expertise of five senior living CIOs as they share their experiences, challenges and successes.
Following the panel discussion make the most of the opportunity to share your views and challenges with your peers as we break out into smaller round table discussion groups for 30 minutes.
PANEL AND ROUNDTABLE: IMPROVING THE RESIDENT EXPERIENCE
Day Two – Tuesday 23 March 12.30 -14.00 EST
Innovative senior living organizations, like Benchmark and Watermark Senior Living, are discovering how technology can improve the care experience for residents, families, and staff. In the midst of the pandemic, technology became an essential tool to ensure critical factors like safety, wellness, social connection were maintained.
But any great transformation comes with its hurdles. In this session leading operators and innovators will unpack what needs to happen for senior living to truly maximize the technology transformation ahead and will troubleshoot the biggest roadblocks to success for operators such as:
- Overcoming technology fears by building the business case for resident experience investment
- Understanding what data can be collected to understand and improve a resident’s quality of life
- Navigating implementation challenges to ensure roll out success
Learn about these essential tools to maximize resident experience technology:
- Define your desired business goals and map a strategy to get there
- Measure the ROI of investing in resident experience
- Take a person-centred approach to programming
- Reimagine social connectivity to tackle social isolation
- Connect IT with the business to ensure successful adoption
Following the panel discussion make the most of the opportunity to share your views and challenges with your peers as we break out into smaller round table discussion groups for 30 minutes.
ALL ABOUT SALES: METHODOLOGY, TECHNOLOGY AND DATA
Day Three – Wednesday 24 March 12.30 - 14.00 EST
Senior living sales and marketing strategies have been completely disrupted by the pandemic. With events, tours, luncheons, and stayovers being no longer possible in the COVID-era, now is the perfect time to take a step back and reimagine your current sales strategy. How can you sell effectively in this difficult and disrupted market? Should you adapt to a new sales approach for the long term?
In this session we will walk you through:
- The essential elements of an effective sales strategy that are vital for a thriving community
- How we can be better at converting our prospects to residents, even during the pandemic
- What some of the tools and strategies are that can help us along the way
What you will learn:
- Why focusing on the prospect (not the product) will ultimately lead to more move-ins
- The difference between marketing and selling: Cultivating your existing leads will increase sales conversions
- The importance of investing in direct selling time and how to use that time, with data from best performers
- Redefining CRM as a system of engagement versus only a data recording tool
Following this session make the most of the opportunity to share your views and challenges with your peers as we break out into smaller round table discussion groups for 30 minutes.
INTERACTIVE WORKSHOP: BUILDING & EXECUTING AN IT ROADMAP & STRATEGY
Day Four – Monday 29 March 12:30 - 14:00 EST
One response senior living had to the COVID-19 pandemic was to adopt technology rapidly. This accelerated application highlighted the critical need to align senior living business strategy to a corresponding technology strategy for today and the future.
To ensure your organization is equipped with the framework and tools to integrate business and technology strategies and support innovation, some fundamental areas need to be understood and considered:
- Best practices to develop and govern a forward-looking senior living business strategy
- How to develop an aligned and complementary technology strategy to overlay and accelerate your business strategy
- How to integrate the two strategies and execute and deliver the desired value
This session will give you workable frameworks to:
- Build a strong technology strategy that keeps your business relevant in the future
- Focus on the highest priorities and keep organizations on track to achieve enterprise goals over a three to five-year window
- Develop technology capabilities that align with the business and interact at the strategic level
- Common success factors for executing the parallel strategies
- How to integrate the teams to build technology into the DNA of your organization
During this session make the most of the opportunity to interact with your peers online and discuss common challenges and solutions.
The sessions taking place on days 4, 5, and 6 of the summit will be chaired by David Sawyer, CEO/Founder of TSO Life.
TECHNOLOGY EXECUTIVE ROUNDTABLE: WHAT DOES THE FUTURE LOOK LIKE FOR TECHNOLOGY AND INNOVATION IN SENIOR CARE?
Day Five – Tuesday 30 March 12:30 - 14:00 EST
It has been a monumentally difficult year for senior living executives. Priorities have shifted and budgets have been redirected into essential services such as PPE and vaccine roll out efforts. Some technology adoption has been accelerated, whilst other initiatives were put on the back bench.
In response to the pandemic many providers took a reactive, siloed and short-term view of technology adoption. Now, leading C-level technology executives are working to steer the ship and bring the business back to a much needed long-term strategic, corporate level view of technology adoption.
In this session we will ask leading technology focused executives what they think are the greatest barriers and opportunities for senior care digital transformation. Don’t miss this opportunity to ask your burning questions of your panel of CEOs, CIOs and thought leaders and find out where they believe your sector is headed.
Following this session make the most of the opportunity to share your views and challenges with your peers as we break out into smaller round table discussion groups for 30 minutes.
Leveraging your digital assets to improve the quality of life for your residents
DAY SIX - WEDNESDAY 31 MARCH 12.30 - 14.00 EST
Key objectives:
- How data will shape the industry going forward – examples of how it has impacted resident health outcomes and bottom line
- How interoperability will help with referrals and improve clinical outcomes
- Strengthening the continuum of care with software and tech – leading vendors approaches to breaking down post-acute silos
2020 ATTENDEES
2021 Speakers
Donny Friday
Joe Velderman
Joe Velderman serves as the Vice President of Innovation at Cypress Living - supporting Cypress Cove and Cypress at Home. As VP of Innovation Mr. Velderman has an external focus, leading IT-powered digital innovation, while building and supporting the innovation capabilities of the organization. In addition to the innovation efforts, Joe is responsible for all technology operations within the Cypress brand; guiding strategy and direction for all infrastructure, enterprise applications, and data initiatives.
Part of my role is to keep the trains on track and keep them moving. The most important facet of my role is to perpetually ask “Where is this train going?” “How fast should it be going?” “Should we even be on a train or a rocket ship?” Mr. Velderman has always had an affinity for seniors and is passionate about developing and leveraging technology tools as a means for helping seniors age in a healthy and graceful way. He is a gifted, forward-thinker and strategist with a keen sense for how technology can and will be used in the future.
Mr. Velderman resides with his wife Jennifer and son Hunter in Fort Myers, FL. In his spare time he enjoys smart-home technologies, fishing, boating and automotive detailing. Mr. Velderman’s son, Hunter, is an avid iPad navigator and at just 4 years old he is working to master a new toy…”The Code-a-Pillar.
Janet Lillevold
Janet is an accomplished business leader with passion, agility, and a history of executive roles in organizations, from small to Fortune 500 businesses. She enables companies facing major challenges or desiring high growth to succeed through transformation, operational efficiency, infrastructure, exceptional service delivery, and cross functional and vertical integration. How - by focusing on customer and business needs, assessing current state, developing future state, implementation and change management, and then continuous improvement. Never losing sight that transformation starts and ends with people.
Janet has held executive roles in software, healthcare, services, agriculture, & technology. She is SVP, Transformation Office and HIPAA Security Officer at New Perspective, a senior living company that is currently in four states and rapidly growing in number of communities and geographic locations.
Brian Petranick
Brian Petranick started his career in the healthcare industry in 1986 working in medical transportation. Over the first several years of his career, he worked for multiple providers that specialized in wheelchair transport, ground and air ambulance services, and helicopter air evacuation operations. In these roles, he saw firsthand the challenges of receiving care outside the walls of hospitals and other healthcare institutions.
With a deep understanding of the dynamics of care in the home environment, Brian left the medical transport sector in 1993, accepting a position with a national provider of home care. He helped that organization expand its footprint and fully develop its private pay offering.
In 2000, Brian joined founder Allen Hager and launched the Right at Home franchise system. During his nearly 20 years with the company, Brian served as Vice President of Operations, Chief Operating Officer, and ultimately President and Chief Executive Officer. Brian’s leadership has been instrumental in growing the organization from its initial location in Omaha, Nebraska, to an internationally recognized home-care brand with over 650 operating territories in eight countries.
Steve Paraskevopoulos
Steve Paraskevopoulos is the Chief Technology Officer and Chief Information Officer for Revera Inc. Revera Inc. is a leading owner, operator, developer and innovator in the senior living sector. Through its portfolio of partnerships, Revera owns or operates more than 500 properties across Canada, the United States and the United Kingdom. With approximately 50,000 employees, Revera serves more than 55,000 seniors.
Steve is responsible for setting the strategic vision, and overseeing the successful execution, of technology, innovation, data and strategic projects across Revera. With more than 20 years of leadership experience bringing technology to life at various companies such as MDS Inc., Sciex and Lucent Technologies, Steve ensures Revera is a leader in technology and innovation focused on improving the aging experience. Steve holds a BASc Honours degree in Physics from McMaster University.
David Sawyer
David is the Founder & CEO of TSOLife, a Florida based company that focuses on providing the most in-depth information on who your residents are using the first-of-its-kind resident insight platform. Bringing a unique perspective and tech experience to the senior living industry, David educates on powerful, innovative topics such as business intelligence and artificial intelligence.
Sara Kyle, Ph.D
Sara Kyle, Ph.D. has spent the last 13 years researching, designing, writing, and implementing resident well-being programs across the continuum of care. From leading and overseeing programming across 108 skilled nursing, assisted living and memory care communities to overseeing the charge for Holiday Retirement to transform their resident program in 260 communities, Sara thrives in challenging settings. While best intentions and knowledge at the corporate level craft well-suited programs, the most effective programs originate from research and collaboration with residents, staff, families, and prospects.
When staff and residents are involved in creating a program or approach; interest, adoption and sustainability are remarkably higher. Successful programming is not just about a satisfaction score, rather quality of life beyond the basics of food, shelter, and an expected level of care. If data collection is aimed to note participation of categorized activities, this is only one piece of the puzzle behind effectively measuring engagement.
Sara is widely known and respected in the industry. Sara is an Eden Alternative Associate, Certified Dementia Practitioner, and FallProof certified. She presents at national conferences, pens articles in notable publications, and serves on various advisory boards.
Kelly Stranburg
Kelly Stranburg, M.Ed. has worked with aging adults for over 20 years, with 13+ of those specific to the senior living industry. Over the years Ms. Stranburg has supported many CCRCs and AL/MCs. Her most successful roles have been positions she has created from the ground up which has enabled her to analyze, identify needs and gaps, and create and implement solutions for the greater good of the residents which in turns supports the operators. Ms. Stranburg believes in the power of relationships and connectivity and emphasizes those at the core of new programs, education opportunities, and operational problem solving.
Ms. Stranburg is the creator of award-winning Argentum Best of the Best Wellness Program for 2010, 2011, and 2012. She has been a featured columnist in the Journal on Active Aging and a selected speaker at national senior living and active aging conferences. Ms. Stranburg’s involvement in a panel discussion on engagement at home during the time of Covid-19 was featured on Forbes.com. Ms. Stranburg holds certifications and credentials in fitness (ACSM-EP, CSCS), wellness (Health Coach and Life Coach), and healthcare (Certified Dementia Practitioner, former NC AL Administrator).
Alexandra Fisher
Summer Blizzard
Summer Blizzard is the Vice President of Sales and Marketing for CHI Living Communities. CHI Living Communities is the senior living management division of Chicago-based CommonSpirit Health, a nearly $30 billion health system created in a 2019 merger between Dignity Health and Catholic Health Initiatives (CHI). The combined system operates more than 700 care sites and 142 hospitals in 21 states, plus research programs, virtual care services, home health programs and senior living communities.
She previously served as Vice President of Sales and Business Optimization for Independent Healthcare Properties, LLC, a developer, owner, and operator of assisted living and memory care communities across the southeast. In this role Summer oversaw the sales, data analytics, and procurement teams.
Prior to joining IHP, Summer spent eight years with Elmcroft Senior Living in numerous positions, including Director of Marketing Strategy and Business Optimization. During that time she collaborated with leaders to develop and implement strategic business initiatives and technologies designed to streamline processes and provide access to real-time data to make business decisions.
Summer is an alumna of the National Investment Center for Seniors Housing & Care (NIC) Future Leaders Council, serving as co-chair in 2018. Further, she was named a top leader in the senior housing industry under the age of 40 by Argentum in 2019.
Summer currently serves on the advisory board for the master’s in data analytics program at the University of Tennessee at Chattanooga, and is a member of Chattanooga Women’s Leadership Institute.
She earned a bachelor’s in business management with a focus on marketing from The University of Tennessee at Chattanooga.
Aras Erekul
Dr. Aras Erekul is a wellness innovator who merges medicine, integrative therapies, and hospitality business insights to create life-transforming community experiences.
His educational foundation is in clinical medicine from Hacettepe University in his native Turkey, followed by a Master of Management in Hospitality at Cornell University, focusing on wellness resort development, as well as a Fellowship in Integrative Medicine from the University of Arizona. Before joining Watermark, Aras was the Corporate Director of Experience Development for Canyon Ranch, one of the leading healthy lifestyle and luxury hospitality brands in the world. There, Erekul was responsible for curating and improving all wellness experiences provided on land and at sea. Aras is also a founding member of the Vitality Lab at Google, an invitation-only collective of experts from diverse backgrounds, synergizing advances in their respective fields to encourage more people to live purposeful, healthier lives.
As the senior living industry evolves to embrace a deeper understanding of holistic health approaches, Aras Erekul serves as the lead well-being architect for Watermark, weaving state-of-the-art technology with ancient wisdom practices for both existing and future Watermark communities.
Nick Patel
Nick is the President of The Asbury Group Integrated Technologies, a consulting arm of Asbury Communities Inc., the nation’s 15th largest non-profit system of continuing care retirement communities and related aging services.
Nick has more than 15 years of experience in strategic planning, finance, operations, and sales management in both domestic and international markets, including with Fortune 500 companies. Nick is responsible for business growth as well as the strategic planning and execution of technology hardware and software initiatives and programs.
Nick received his bachelor’s degree in management from England’s University of Manchester School of Business, and he is a Certified Public Accountant.
Doug Leidig
As President & Chief Executive Officer of Asbury Communities, Inc., Doug has more than 25 years of experience dedicated to enhancing and enriching the lives of older adults. During more than 20 years with Asbury, he has set in place the foundation for organizational growth and mission expansion through encouraging accountability, data-driven decisions, and innovation.
During Doug’s career, he has overseen the operations of several senior living communities and implemented numerous advancements in care and wellness for residents within those communities.
Doug is currently on the advisory board for Senior Living 100, the premier leadership event for C-level executives from the nation’s largest, most progressive assisted living, independent living and continuing care providers; serves on the board for Caring Communities, an industry insurance provider; and is a board member of The Healthcare Council.
He previously served as the Chair of LeadingAge Maryland and as a Director on the Kairos Health System Board. Doug is a licensed nursing home administrator in Maryland and Pennsylvania and holds a bachelor’s degree in long-term care administration from York College and an MBA from Mount St. Mary’s University.
Barbara Solomon
Barbara Solomon serves as Vice President of Revenue Operations for Benchmark Senior Living, a leading provider of senior living in the Northeast. Barb has a unique background in education administration, professional and organizational development, innovation and sales operations. Her vast experience serves to drive full-funnel accountability through the alignment of marketing, communication, sales and services across Benchmark’s process, platform and people. By connecting the dots between various sales and operational functions, Barb utilizes internal resources to improve the overall customer experience
Geert Houben
Geert Houben received master degrees in both Computer Science and Business Economics at Hasselt University in Belgium. In 2011, after a successful exit of his first startup, he co-founded Cubigo. Cubigo is a software platform for non-clinical services in Senior Living, active in North America and Europe. The company works with the largest Senior Living organisations in the world and is a leading player in the digital transformation of the industry.
Shawn Richard
Shawn Richard is the Vice President of Resident Experience for Holiday Retirement. In this role, Shawn provides leadership for the dining, activities, housekeeping, and resident relations.
Before being named to this position, Shawn lead Dining and new business initiatives for Holiday Retirement, including Milo and Silver Chef's launch. Before joining Holiday, Shawn worked for Panera Bread, Darden Restaurants, and Earl Enterprises. Shawn brought over 20 years of restaurant business experience in leadership roles to the organization.
Shawn is a graduate of Johnson and Wales University in Providence, Rhode Island. He is also certified in Prosci Change Management.
Jennifer McClanahand
Jennifer McClanahand is the Senior Director of Sales and Marketing for PMMA (Presbyterian Manors of Mid-America). PMMA is a faith-based, not-for-profit senior living organization dedicated to serving residents with a culture inspired by its mission — to provide quality senior services guided by Christian values. With 70 years of experience in senior living, PMMA operates two hospice locations, 15 communities in Missouri and Kansas, and a brand-new campus under development in Colorado Springs.
Jennifer evolved in her career path nine years ago when she began a journey in senior living with PMMA. Shortly after working as a marketing and sales director in the field, she quickly joined the corporate team as a regional marketing director. In 2020, a year unlike any other, Jennifer was recognized for her leadership and efforts to guide the PMMA sales team through uncharted territory, particularly by introducing culture change through the principles of Sherpa’s prospect centered selling. In October 2020, she was appointed as the Senior Director of Sales and Marketing for PMMA.
Prior to discovering her passion for serving older adults through senior living solutions, Jennifer’s background included work as a marketing firm account executive, real estate sales and serving as the Executive Director for the Muscular Dystrophy Association in a region centered in Missouri, Illinois and Kentucky.
Dusanka Delovska-Trajkova
Dusanka Delovska-Trajkova has more than 25 years of experience in computer science and automation in variety of environments, corporate, government, educational and nonprofit in Macedonia and United States. She serves as the certified healthcare chief information officer at Ingleside, where she brings her vision and energy to developing technologies that will be a part of the business and life strategies for Ingleside, its life plan communities and affiliates. Her focus is to help each community adapt to new organizational innovations as well as developing and executing new business strategies. Dusanka attended Ss. Cyril and Methodius University in Macedonia and graduated with an electrical engineering degree back when computer science and automation were described as part of the electrical engineering programs.
Lynn O'Connor
Lynn O'Connor leads Ingleside, a premier, charitable not-for-profit provider of comprehensive older adult opportunities in the Washington, D.C. metropolitan area. Based in Rockville, MD, Ingleside is the parent organization for three CARF-accredited, SAGECare platinum LGBT cultural competency credentialed, charitable not-for-profit, life plan communities and its affiliates, including: the Westminster Ingleside Foundation and Ingleside at Home, a not-for-profit, charitable home-based care program. Ingleside’s family of communities include: Ingleside at Rock Creek (Washington, D.C.), Westminster at Lake Ridge (Lake Ridge, VA), and Ingleside at King Farm (Rockville, MD). Lynn has worked in, and led aging services organizations since 1980, serving as President & CEO for Frasier (CO); President & CEO, The Washington Home & Community Hospices (VA, MD & D.C.); Executive Director, Asbury Methodist Village (MD); Superintendent, Buttonwood (NJ); Administrator, Rittenhouse Care Center (PA); and Administrator in Training, Key Circle Hospice (MD). She has broad and extensive experience in the older adult living profession including but not limited to: finance, board relations, operations, strategic planning, resident and staff relations, fundraising, external relationships, affiliations, and growth. Lynn has a bachelor’s degree in healthcare management from St. Joseph's University, a master’s degree in healthcare administration from Central Michigan University, and certification in long-term care administration from the University of Maryland. She is a licensed nursing home administrator (LNHA) in MD; former LNHA in PA, NJ, and Washington D.C., is a Certified Aging Services Professional(CASP), and is a Certified Montessori Dementia Care Professional (CMDCP) .
Fahad Aziz
Travis Palmquist
AJ Peterson
AJ Peterson is Vice President and General Manager, CareGuidance for Netsmart. He maintains an efficient client-focused model around connectivity, consumer-engagement technologies, virtual care, analytics, population health, and develops value-based connections among clients, suppliers and partners in the healthcare market.
Before joining Netsmart, AJ was an area operations director at Concentra Medical Centers, where he managed medical outpatient facility operations, sales development, customer relationships and personnel development. He has participated in the Office of the National Coordinator’s Data Segmentation for Privacy project, and currently serves on the Advisory Council for Carequality, which provides a national-level, consensus-built, common interoperability framework to enable exchange between and among health data sharing networks. He holds a Bachelor of Arts degree in Business Administration from DePaul University.
Chip Burns
Chip Burns has over 44 years’ experience in the Information Technology field, specializing in technology for the senior living industry since 1997. Currently Chip is the Virtual CIO for Sun Health in Arizona. Mr. Burns serves as a commissioner for the Center for Aging Technologies (CAST) for over 10 years and was a co-founder and sponsor of the LeadingAge HackFest. He has also been a guest speaker at several senior living conferences, including the national LeadingAge conference as well as local LeadingAge conferences in Maryland, Pennsylvania, Massachusetts and Tennessee.
Mr. Burns has a Bachelor of Science degree in Information Systems Management from the University of Maryland University College.
2021 Partners
Platinum Partner
Gold Partner
Caremerge
Website: https://caremerge.com/
Caremerge provides EHR and Engagement solutions to Senior Living providers that promote wellness and inspire collaboration between residents, staff, and families. Our simple and user-friendly solutions improve the quality of care while improving quality of time spent with residents and families. We currently serve over 50,000 families and 120,000 residents across 500 senior living communities.
Media Partner
i Advance Senior Care
Website: https://www.iadvanceseniorcare.com/
Please visit our website for more information.NEW WAYS TO NETWORK ONLINE
As part of the two weeks of content, registered attendees will get access to our intuitive networking platform which allows you to organize 1:1 and group networking sessions any time that suits from the 22nd – 31st March 2021.
Get Involved!
After each panel or roundtable there will be breakout opportunities to discuss each topic with your peers. Workshops are also interactive, giving you the chance to ask questions, engage with the facilitators and create meaningful learnings and actions from the experience.
The Agenda
We are delighted to announce the 2021 agenda for the Senior Living Transformation Technology Leaders Agenda! Join 6 sessions taking place between 22-31 March to support you in building an IT roadmap to success.
Download the agenda
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