LeadingAge’s Annual Conference in San Diego this year was a great chance to visit with old friends, make some new ones, and enjoy learning more about some of the best practices for communities and programs serving older adults.
Many thanks to my co-presenters (in order of appearance):
Lynne Giacobbe from Kendal at Home, congrats on all your growth and expansion in the past year! Thanks as well for the practical advice about the technology that has made a difference for your growing number of members.
Brad Paulis from Continuing Care Actuaries, thanks for your love of learning and good research and data on fall prevention as one of the most impactful applications of all those good technology innovations.
Bruce Chittenden from John Knox Village, thanks for sharing how CFO’s have managed and managed to migrate away from the 90% refundable agreements with examples from the communities you have served.
Paul Towell from Hamlin Capital Advisors, thanks for sharing the creditors’ view of 90% refundable plans, the liabilities they bring, and some case studies about communities that have migrated away from those contract types.
Last but not least, Chris Borcik from Continuing Care Actuaries, thanks for doing the complex math to show how changing from a 90% to an 80% refundable contract can create substantial benefits for communities’ financial health.
Connect if you would like to have a copy of those presentations, or would like to discuss technology for communities and programs, or pricing and contract structures and migrations. Thanks again.
Safe travels,
Perry