Senior Living Visionaries

In this episode, we interview Michele Holleran, the founder and CEO of two firms: Holleran Consulting and DeArment Consulting. Michele is an expert in strategic planning and executive coaching and has been recognized by various organizations in the aging services sector for her ability to improve organizational culture and leadership effectiveness. 

Visit https://www.holleranconsult.com/ to learn more about resident and employee engagement and satisfaction studies.

You can reach Michele through her online profile on LinkedIn.  

About Our Guest:

Michele, founder and CEO of two firms: Holleran Consulting and DeArment Consulting, holds a PhD in organization and management from Capella University and an MBA from The Pennsylvania State University. Specializing in resident and employee engagement studies, strategic planning, and leadership development, Michele has led board retreats and strategic planning for aging services organizations nationwide. A frequent columnist for McKnight’s Magazine, she is currently the chair of The Center for Innovation, overseeing The Green House Project and The Pioneer Network. Michele was the first chairperson and co-facilitator of the Larry Minnix LeadingAge Leadership Academy and created The Senior Living Women’s Leadership Retreat.

View her recent article featured in McKnights Senior Living: https://www.mcknightsseniorliving.com...

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago interviews Nancy Koury King, a home and community-based services (HCBS) consultant and executive coach. She recently retired as the President of Senior Options, LLC and Westminster-Canterbury at Home, LLC, both wholly owned subsidiaries of Westminster-Canterbury on Chesapeake Bay.

Nancy provides insights on expanding home and community-based services (HCBS) for senior living organizations, particularly focusing on revenue opportunities, the importance of internal clients, marketing strategies, readiness assessment, building an HCBS strategy, and the future of HCBS. This episode is for senior living providers and executives interested in HCBS expansion and collaboration opportunities in their local area.

You can reach Nancy at [email protected].

You can also follow Nancy on  LinkedIn

About Our Guest:

Dr. Nancy Koury King is a healthcare leader with over 30 years of experience, specializing in home and community-based services. She retired as President of Senior Options, LLC and Westminster-Canterbury at Home, LLC, both under Westminster-Canterbury on Chesapeake Bay. She previously served as Senior VP of Resident Care at Sunrise Senior Living, overseeing quality assurance, regulatory affairs, memory care, and resident care for 300 communities and 30,000 residents in the U.S., Canada, and U.K. She also led Senior Independence, now Ohio Living Home Health and Hospice. 

Nancy holds a bachelor's degree in Individual and Family Studies, a master's in social administration, and a Doctorate in Management. She's a recognized nonprofit scholar, received a Lifetime Achievement Award from LeadingAge Virginia, authored "Fired: How to Manage Your Career in the Age of Job Uncertainty," and operates the Instagram account @levelupcareer.

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-...

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH

Hosted on Acast. See acast.com/privacy for more information.

In this episode, we have invited Kim Hoppe, Chief Financial Officer at Brio Living Services to talk with us about partnerships and joint ventures in senior living. At Brio Living Services, they have approached a number of partnership and collaboration opportunities by defining their organizational culture, fostering curiosity, setting clear return on investment expectations, overcommunicating with stakeholders, seeking objectivity, addressing challenges early, learning from industry peers, embracing measured risk within established guardrails, and approaching difficult decisions with a soft heart.

This episode will resonate with senior living executives, financial professionals, and anyone interested in the strategic aspects of senior living organizations, especially those seeking insights into partnerships, joint ventures, and the expansion of mission-based services. Kim offers valuable advice to senior living executives, encouraging them to balance innovation with a commitment to their organization's core values. She highlights the significance of effective communication, objectivity, and adaptability in the ever-evolving senior living industry.

You can connect with Kim on LinkedIn at https://www.linkedin.com/in/kim-hoppe... learn more about Brio Living Services at https://mybrio.org/ 

About Our Guest: 

Kim Hoppe joined Brio Living Services in May 2016, serving as the Vice President of Finance. She was promoted to the Senior Vice President of Corporate & Financial Services position and since 2019 now serves as the Chief Financial Officer. She has a Bachelor of Business Administration in Accounting from Western Michigan University and is a Certified Public Accountant. 

Kim has over 25 years of experience with Senior Living/Non-Profit Auditing & Consulting, Medicare & Medicaid reimbursement team leadership and development, financial operations, project management, strategic planning and business development.

About the Show:

Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-...

Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH

Hosted on Acast. See acast.com/privacy for more information.

In this engaging episode, host Jennifer Drago engages in a compelling conversation with Sue Paul, who serves as the Senior Director of Well-being and Brain Health at Asbury Communities, Inc. Sue not only unveils the fascinating birth of Asbury's innovative brain health center but also delves into the different methods she utilizes to engage residents around improving their brain health as part of Asbury’s Kinnections program. 

This episode will resonate with senior living providers looking for strategies to enhance resident engagement and well-being, seniors seeking ways to maintain and improve cognitive health, philanthropists eager to support brain health initiatives, technology enthusiasts intrigued by cutting-edge assessments like Senso, and wellness and fitness enthusiasts exploring the connection of physical activity and brain health. It offers a comprehensive exploration of the opportunities to promote brain health in senior living communities.

About Our Guest: 

Sue Paul, Senior Director of Well-being and Brain Health at Asbury Communities, is a licensed occupational therapist with over 3 decades of expertise. Her extensive background focuses on working with older adults with orthopedic and neurological conditions, specializing in neurodegenerative diseases including Alzheimer’s and Parkinson’s disease. Sue is a Certified Health Coach and Functional Aging Specialist, as well as a Brain Trainer, Certified through the American Council on Exercise. She was appointed to the Virginia I. Jones Alzheimer’s and Related Disorders Council by Governor Hogan in 2020 and was a long-time ambassador for the Alzheimer’s Association to Maryland’s Congressional 6th District. Sue is the founder and executive director of SeniorScapes, Inc., a non-profit whose mission is to create safe, accessible, dementia-friendly public parks for older adults. 

To see examples of brain health at work go to https://www.asbury.org/.

You can also learn more about the Rosborough Wellness and Center for Brain Health Excellence at https://vimeo.com/690994151. 

You can connect with Sue Paul at: LinkedIn: https://www.linkedin.com/in/sue-paul-64979642/

Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago interviews JD Shuman, President and CEO of the Asbury Foundation, and Andrew Jeanneret, Chief Financial Officer at Asbury. The discussion centers around the strategic plan guiding the philanthropic efforts of the Asbury Foundation and its key areas of focus. We also discuss the role of the CFO in supporting philanthropy, both internally and externally, obstacles that Asbury has faced in expanding its philanthropic focus, and how they are overcoming these obstacles. In addition, we discuss how philanthropy is reflected in the organization’s operating budget, the metrics they use to measure philanthropic success, and their advice for senior living executives.

This episode is particularly appealing to senior living executives and individuals passionate about philanthropy, as it offers valuable insights into strategic planning for philanthropic endeavors and innovative approaches within the senior care domain.

About the Guests:

JD Schuman, President and CEO of the Asbury Foundation, is an executive-level development professional with over two decades of expertise in the senior living industry. He has extensive, successful, experience managing strategic plans, an innovative major gifts and planned giving program and overseeing capital campaigns, mentoring team members, and annual giving programs. Prior to assuming his current role at Asbury Foundation, he dedicated a decade to the organization, eventually ascending to Vice President of Development. At Asbury, JD was integral to the success of such critical campaigns as the construction of the Richard D. Rife Center at Bethany Village and significant increases in philanthropic support across the Asbury system.

Andrew Jeanneret, the Chief Financial Officer at Asbury, oversees the financial and accounting functions of the Asbury not-for-profit system and its affiliated entities. With over 30 years of experience in finance, Andrew has held senior financial and accounting positions within the healthcare, accounting, pharmaceutical, biotechnology, insurance and technology industries over the course of his career. Andrew joined Asbury from Learn It Systems, LLC, where he served as Chief Financial Officer. He was responsible for all financial functions including general accounting, revenue processing and financial analysis for a rapidly growing behavioral health and education services company.

The Asbury ranks as the nation’s 16th largest not-for-profit senior living organization according to the LeadingAge Ziegler 200. With eight continuing care retirement communities, home care and home health care services, pharmacy and outpatient therapy management services, as well as Asbury Foundation, and ThriveWell Tech. Committed to its not-for-profit mission of service, Asbury strives to provide a home and care to all residents, even those who have outlived their financial resources. Each community also endeavors to provide additional programs and services without placing an undue burden on residents. Fulfilling these aspirations, the Asbury Foundation stands as a dependable pillar of support for each community.

Go to https://www.asbury.org/ or www.theasburyfoundation.org to learn more.

You can contact JD on LinkedIn or at his email: [email protected].

You can contact Andrew on email at: [email protected].

Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago interviews Mary Muñoz, Senior Managing Director at Ziegler, who shares valuable insights on enhancing the senior living industry's viability and sustainability. She discusses higher interest rates, expanding wellness programs, and innovative approaches like home- and community-based services. Mary emphasizes agile leadership and alignment among residents, board members, and management for sustainable organizations. She also dispels misconceptions about not-for-profit operations, offers guidance on identifying red flags, and suggests proactive measures for longevity.

Mary's advice appeals to senior living executives, board members, and professionals in healthcare, finance, and technology sectors, offering valuable perspectives on innovation and growth, recognition of warning signs, and financial strategies for sustainability.

About the Guest:

Mary Muñoz joined the senior living team at Ziegler in 1999. She manages the western region of Ziegler’s senior living practice.

Mary works with a broad variety of senior living communities and multi-facility systems in strategic planning for growth, as well as creative financing strategies. She has extensive experience with start-up CCRC projects, campus expansions and redevelopments, and refinancing. She also specializes in financing senior living mergers and acquisitions, and in strategic and capital planning consulting services. Mary’s senior living bond transactions since joining Ziegler total over $8.5 billion plus in par amount.

Prior to joining Ziegler, Mary spent 12 years in a variety of healthcare lending and corporate finance roles. Immediately prior to joining Ziegler, she was a managing director in KPMG’s Health Ventures practice. She worked with clients on strategic capital planning, private equity financing, and business plan development. While at KPMG, she structured and executed over $500 million of senior and subordinated debt offerings for healthcare clients. Prior to joining KPMG, Mary managed the national healthcare finance groups at Wells Fargo Bank and The Bank of Nova Scotia, raising over $5 billion to fund healthcare provider mergers and acquisitions and leveraged recapitalizations.

Mary is a frequent speaker at state and national conferences on a wide variety of senior living topics, and has published numerous articles on senior living finance and credit topics. She received a B.A. and a M.B.A. from Emory University, Atlanta, Georgia. Mary also holds Series 7, 66, 53 and 24 licenses.

Go to https://www.ziegler.com/mary-mu%C3%B1oz/ to learn more about Mary Munoz and www.ziegler.com to learn about Ziegler.

You can also follow Mary on LinkedIn.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago interviews Michael Marlow, Vice President of Sales Education at Watercrest Senior Living Group. Michael shares his expertise to guide entrepreneurs to increase their lead conversion rates in the senior living services industry by focusing on personalized and fast follow-up strategies, optimizing the number of leads managed, and harnessing referrals from existing residents and their families.

Michael also emphasizes personalized follow-up strategies, team selling, and involving adult children in the decision-making process.

Entrepreneurs and professionals in the senior living industry will find valuable insights on effective sales approaches and creating personalized customer experiences. Michael challenges conventional sales methods by advocating for a "one-size-fits-one" strategy, providing viewers with valuable tactics to enhance sales and customer engagement in senior living.

About Our Guest:

Michael Marlow has an impressive 28-year track record in the Senior Living industry. He started his career with Hillhaven and has held senior sales management and training roles with Brookdale Senior Living, Atria Senior Living, and LCS. These roles have ranged from Regional Sales Director to National Vice President of Sales. He currently serves as the Vice President of Sales Education at Watercrest Senior Living Group. Michael also serves as the President of The Marlow Group, Inc., a sales training and consulting company.

As a nationally published author and frequent national and international lecturer, Michael has delivered over two hundred presentations to diverse senior living groups, including Leading Age, state Argentum affiliates, and various healthcare conferences. He is also the author of an Argentum Best of the Best award sales training program in 2014. Michael is a proud graduate of the University of Kentucky and resides in Louisville, KY.

Watercrest Senior Living Group is a senior living provider, based in Vero Beach, Florida, dedicated to honoring mothers and fathers. They believe that each resident, prospective resident and family member is unique and they are dedicated to providing meaningful, memorable and unique experiences to each. Their focus is to begin that experience well before they choose to live at a Watercrest community to assist them in making an informed decision.

Contact Michael at:  [email protected] or on Linked In.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago interviews Sheri Peifer, President of Eskaton, a senior living provider serving over 4,000 older adults each day across a broad spectrum of service and housing offerings. As President, Sheri is a creative leader and collaborator committed to strategic transformation and operational excellence in services for older adults and families.

Ensuring Viability and Sustainability 

Sheri talks about the importance of continuously assessing the viability of service lines in nonprofit organizations. She is all about balancing mission protection with the necessity of making an acceptable margin that not only covers expenses, but also allows Eskaton to invest in capital replacements, and prepare for future challenges.

Transparency and Strategic Plan 

It is important for Sheri to have the right people around the table to foster natural conversations and address all aspects of the situation, ensuring regular and candid discussions within the organization. She also talked about discipline used at Eskaton, a nonprofit based in Northern California, to continually assess the organization’s performance through dashboards and to cultivate hard discussions when performance is not meeting expectations.

Eskaton's Strategic Plan 

Sheri reports that Eskaton has a two-year strategic planning cycle, but that they update and tweak the organization's strategic plan annually. Sheri emphasizes the need to quickly adapt to technological changes, business processes, and market expectations. The annual updates ensure that Eskaton stays ahead of shifting dynamics and market demands while remaining proactive in supporting and strengthening other regional providers.

Leveraging Partnerships for Growth 

The strategic planning process generates meaningful conversations at the leadership and board levels. One of the processes that Eskaton uses to evaluate each service or business line annually is a lifecycles analysis. Using this approach, Sheri explains that Eskaton has successfully reinvested and regenerated its business plan on services that are beginning to move toward decline in order to be able to return these services to a growth mode or mature phase.

Home and Community-Based Services 

Nine out of ten people want to age in their homes. There are some progressive models in senior living that will help them to do that like life care at home plans, which are found predominantly in the East.

Continuing Care at Home 

Innovative care models and programs like Kendal at Home and other Continuing Care at Home (CCAH) programs have been developed to address the evolving needs of various generations. Sheri expresses eagerness to bring CCAH programs to Northern California, stating that the first CCAH pilot will be in the Los Angeles area. Host Jennifer Drago shared that she launched and operated a CCAH program in Arizona and currently is consulting with senior living providers on new CCAH development.

About Our Guest:

Sheri Peifer became Eskaton's President in September 2022. Her career spans over 25 years in the field of aging services in operations, strategy, innovation and growth.

Peifer serves as Board Chair on the LeadingAge California Association serving over 600 members. Investing in the development of next generation leaders is a passion and she serves on the Advisory Board of the Gerontology department at California State University, Sacramento.

Connect with Sheri at www.linkedin.com/in/sheripeifer.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago interviews Dana Wollschlager, partner and practice leader of Plante Moran Living Forward. She provided practical guidance on how to approach development projects in today’s challenging construction and financing market. Dana also shared the ingredients of a successful development or repositioning project: alignment of the project with a solid strategic plan and operational discipline to make sure the project will be successful both financially and in terms of desired impact.

Dana has a unique understanding of operational and financial challenges in senior living, along with extensive expertise in senior living development. Her discussion of current trends related to right-sizing healthcare beds on a senior living campus was particularly thought-provoking. If you are considering any kind of construction project on your senior living campus, this episode is for you.

Plante Moran Living Forward has the privilege of serving senior living communities across the nation as a trusted development advisor and owner’s representative. We bring strategic planning, predevelopment planning, site selection, and construction monitoring services under a single point of contact to address clients’ evolving real estate and construction needs.

Plante Moran Living Forward offers a proven process that has been fine-tuned over billions of dollars in development — and a culture centered around a spirit of integrity and collaboration. Clients can trust our experts to guide them in making the right strategic, financial, and mission-driven decisions for their project, from concept to completion.

As partner and practice leader for Plante Moran Living Forward, Dana Wollschlager brings nearly 30 years of experience in the senior living and care industry. She has overseen the development of more than $500 million in new construction, including 1,400 units of senior housing and skilled nursing within the last five years.

Dana’s expertise covers a wide area of disciplines ranging from design and construction oversight, financing, and regulatory compliance to on-site operations and management. Her development projects comprise a variety of senior living communities in urban and rural settings, including greenfield new construction, significant campus expansions, and remodeling projects.

Dana’s experience also includes LEED-certified design and construction, congregational senior housing, hospital campus senior housing, nursing home campus repositioning, collegiate senior housing, and complex remodeling projects. She has written and secured federal grant approvals to upgrade, substantially rehabilitate, and convert older HUD-202 properties from independent living to assisted living communities.

Follow Plante Moran Living Forward on LinkedIn, Facebook, Twitter and Instagram.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago interviews Christine Fares Walley, president of Holleran Consulting, the nation’s leading provider of engagement surveys for providers serving older adults. Jen and Chris discussed trends that Holleran is seeing in employee engagement and resident engagement since COVID, as well as employees’ greatest life stressors as reported in Holleran’s employee wellbeing survey.

In addition, they discuss Community Needs Assessments and how senior living providers can use this research project to drive partnerships, strategy and service planning that amplify the provider’s mission outside the walls of the senior living community.

Executives will enjoy hearing the recent trends shown in Holleran’s research of employees and residents of senior living providers. As discussed during this episode, having this research knowledge can help providers tailor efforts to improve employee retention and resident satisfaction, thereby saving time and money.

Holleran is the nation’s leading provider of actionable engagement & satisfaction surveys for those who serve older adults.

For more than 30 years, Holleran has specialized in researching and consulting with senior living providers, retirement communities, and healthcare and public health systems to develop business strategies that match their mission, vision and values.

Utilizing both public and proprietary data, alongside our extensive survey benchmarks, leaders gain a clear vision of the strengths and opportunities within their business.

Christine Walley is an experienced healthcare marketing professional and has created and implemented successful marketing and sales initiatives throughout the healthcare continuum.

Chris has a real passion for her work, advocating especially for seniors to make sure they have options to age in place with respect and dignity. With strong skills in strategic development, team building and customer service, Chris approaches her work with a keen eye for all operational aspects of her community, plan, or program.

Chris joined Holleran Consulting in May 2021 as President and brings her extensive experience in healthcare marketing, sales, communications, and operations. Responsible for the operations, sales, and marketing of Holleran, Chris is focused on building strong relationships with clients assuring that Holleran is always providing relevant tools to achieve their survey goas.

Prior to joining Holleran, Chris was a Sales and Marketing Consultant for Tandem Senior Living Advisors, parent company of Holleran, and created sales and marketing strategies that lead to significant increases in sales and move-ins. Understanding what motivates prospective residents to move and how to untangle their concerns contributed to her ability to identify and meet the needs of life plan community prospective residents thru effective marketing messaging and sales techniques.

Connect with Chris on LinkedIn.

Hosted on Acast. See acast.com/privacy for more information.