Senior Living Visionaries

Join host Jennifer Drago as she interviews Denise Boudreau, president of Drive, and learn how organizations can measure and improve their culture to improve recruitment and retention of team members. Even more importantly, Denise shares the drivers of culture and what simple daily actions can have a dramatic impact on your organization’s culture.

Leaders in any industry will be intrigued by Denise’s takeaways on the importance of focusing on your organizational culture and how culture drives your organization’s performance on key metrics including employee engagement, client satisfaction, safety, productivity, and profitability.

Drive helps senior living and healthcare organizations improve recruitment and retention through organizational culture. Drive will help you improve recruitment, staff retention, and employee engagement with a rock-solid company culture that staff love!

A toxic work culture rots organizations from the inside out… Every year, countless organizations lose millions of dollars due to bad culture. But it gets worse: poor culture also repels top-tier talent, kills workplace productivity and taints customer experience.

Our services: • Create a better work culture through our Culture Assessment. It takes a data-driven, strategic approach to transforming your culture into one that attracts happy, productive staff. And keeps them there. • Develop fundamental leadership skills that keep your staff engaged and you at your best as a leader through on-demand courses, Executive Coaching and Emotional Intelligence Coaching. • Inspire through presentations, speeches and keynotes at your meeting or conference that influence, motivate and connect deeply with your audience.

Denise Boudreau, MHA, LNHA, is President of Drive, which helps healthcare and senior living organizations measure and improve their culture, resulting in improved recruitment and retention.

A former nursing home and assisted living administrator, she is a serial volunteer serving on numerous state and national boards. Denise received her Bachelor of Science in Gerontology from the University of Scranton and her Master in Health Administration from Cornell University where she currently works as a student mentor.

She is proud to share that she started off her career as a dietary aide and nursing assistant.

Follow Drive on LinkedIn and Facebook.

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On this episode, host Jennifer Drago interviews Jon Fletcher, Senior Vice President of Senior Housing Partners, a division of Presbyterian Homes and Services. They discussed the financial performance of middle-market senior living projects and strategies for successful middle-market development.

Senior living providers will be interested to hear Jon’s expertise on how these middle market projects can be financed and what the capital stack can look like on these projects. Jon shares how CCRC providers can add middle-market projects to their portfolio without diluting their premiere brand and also discusses alternative strategies that can be considered at this time such as land banking and acquisitions.

Jon offers a white paper on successful tenets of middle market development that can be accessed by subscribing to the Senior Living Visionaries podcast at www.seniorlivingvisionaries.com.

As a full service organization, Senior Housing Partners is a nationally recognized leader in turn-key senior housing development. From strategic planning and product positioning to site selection, zoning and regulatory compliance, we work through all the details.

SHP serves as the development arm of Presbyterian Homes & Services, and as development consultant to other not-for-profit sponsors of senior housing, assisted living, and nursing care centers. PHS is the fourth largest non-profit provider of senior services in the country.

Jon Fletcher joined PHS in 2018 after serving on its Board of Directors for 2 years.

Jon has $2 billion of project development and financing experience, with specific expertise in multi-unit housing, mixed-use, and suburban/urban development. Jon is a frequent speaker on the topic of multifamily, senior housing, multi-site, brownfield, and middle-market real estate development.

Jon is also an 8-year Army veteran (Operation Iraqi Freedom), a “40 under Forty” winner from the Minneapolis Business Journal, and has previously served on the Board of Trustee’s of Presbyterian Homes & Services, Crown College, The Bridge for Youth, Heritage Academy of Science and Technology, and the Urban Land Institute-Minnesota’s Young Leaders Group.

Jon has a BA in Music Performance from Crown College, an MBA in Finance from University of Wisconsin-Whitewater, and has completed Executive Education coursework at MIT.

Follow Presbyterian Homes & Services on LinkedIn, Facebook, Twitter and Instagram.

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In episode 104 of the Senior Living Visionaries podcast, host Jennifer Drago and Larry Bradshaw, financial consultant and retired CEO of National Lutheran Communities and Services discuss how senior living providers can ensure their financial strength in light of our current cost and staffing pressures and occupancy challenges.

They also discuss current trends and metrics that executives should monitor to remain financially strong and why occupancy isn’t always the most important metric for an organization.

As senior living providers, you won’t want to miss Larry’s wisdom as he shares why he is often called in as a financial consultant and the key things he evaluates. Larry also shares his advice for current leaders to strengthen their financial resiliency and sustainability.

Larry Bradshaw brings more than 40 years of experience in the not-for-profit senior living industry. Beginning in 1982 he was the Chief Financial Officer for Presbyterian Manors of Mid-America in Newton, Kansas.

From 1987-2006, he was Chief Financial Officer and Executive Vice President for Strategic Growth with Asbury Communities, a not-for-profit, multi-site, senior living organization. In 2006, Larry took on the role of President for Asbury’s for-profit company, The Asbury Group, offering consulting services to other Continuing Care Retirement Communities (CCRCs).

Mr. Bradshaw formed the Bradshaw Insights Group in 2008, providing consulting services to CCRCs in strategic planning, board development, financial analysis, and capital structure development.

Mr. Bradshaw joined National Lutheran Communities & Services (NLCS) as the President & CEO in October 2009 and retired in 2021. During his tenure at NLCS, Mr. Bradshaw’s focus was to strategically grow and further the organization’s 130-year mission and ministry of providing lifestyle, residential and health care options for seniors.

Under his leadership, NLCS became a multi-site organization from a single site campus and offered a wide range of services including home health, home care and community clinics.

Connect with Larry on LinkedIn.

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In this episode, host Jennifer Drago interviews Brad Paulis, Partner at Continuing Care Actuaries, and learns about current trends in retirement living as well as how he helps clients to “vision” services in the future. They also discuss one of the most promising opportunities in our industry, Continuing Care at Home (CCAH) programs.

CCAH programs — which allow members to remain in their home, safely and independently while they age — give senior living providers an opportunity to serve more clients with their mission. These programs complement existing continuing care retirement communities, instead of compete with them.

Senior living providers, as well as advisors and vendors working with these providers, will gain information on current trends in benefits and costs among continuing care retirement communities. Brad discusses how utilization is shifting and how inflation has impacted these communities and their residents. Brad and Jennifer also discuss how CCAH programs work and why providers should take a good look at these models today!

Continuing Care Actuaries (formally CCRC Actuaries) was founded in 2000 by Dave Bond and Brad Paulis. Prior to forming Continuing Care Actuaries, they directed the National Long-Term Care practice at E&Y. The staff brings a unique blend of experience having worked at a Big 5 accounting firm, insurance companies and a CCRC developer.

Their firm specializes in services to the senior living industry. In addition to their work with Life Plan Communities, or CCRCs, they have been active in supporting the development of the Continuing Care at Home product. They have performed analyses for over 500 CCRCs and at home programs. Their current staff has 13 employees, 4 of which are credentialed by the Society of Actuaries, and the American Academy of Actuaries.

Brad Paulis has spent over thirty years defining, evaluating, and communicating financial and operational risks for his clients. He is an innovative professional who can plan and deliver effective strategies and bring key stakeholders together in a rapidly evolving environment.

He manages the day-to-day operations of Continuing Care Actuaries, growing the firm to be an industry leader in providing our proprietary software and consulting services to Life Plan Communities and at Home Programs.

Brad frequently volunteers with the Society of Actuaries (SOA) and American Academy of Actuaries (AAA), including serving on the SOA Climate and Environmental Sustainability Research Committee and several AAA committees including Health Solvency, Long-Term Care Reform, and Public Programs – Medicare.

Connect with Brad on LinkedIn.

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In this episode, host Jennifer Drago interviews Mike Brindley, Chief Sales Officer at Solutions Advisors Group. They discuss warning signs and metrics that executives should look for when their community is not meeting sales or occupancy goals. They also discussed current trends and gestation periods in senior living sales and how to overcome resistance in prospects who are worried about the economy and the real estate market.

Leaders of senior living communities and anyone in the senior services industry would benefit from listening to this episode to understand the current mindset of seniors as well as effective sales strategies to use amid current market conditions of high inflation, cooling real estate prices and a looming recession.

At Solutions Advisors, we create and execute plans for operations, sales and marketing that empower senior living communities to realize their potential.

We provide Sales Consulting, Strategic Marketing, Creative Solutions and Digital Marketing. Whether you’re looking to increase occupancy, expand services or simply re-engage your sales team, we start with a thorough analysis of your market position and then formulate a strategic marketing plan with measurable goals. And we measure results continuously to ensure wise expenditure of your marketing dollars.

Mike Brindley brings more than 27 years’ experience in operations, sales and marketing, and community development. His ability to manage properties from a regional level in both sales and operations offers clients a holistic and comprehensive perspective.

During his tenure at Solutions Advisors, Mike has improved occupancy at both CCRC’s and rental retirement communities. His approach is successful because he works collaboratively with the sales team to be more strategic in the sales process.

Prior to his time with Solutions Advisors, Mike served in numerous Regional Operations and Sales roles with two of the largest for-profit senior housing companies – Sunrise and Holiday.

Connect with Mike on LinkedIn.

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In this episode, host Jennifer Drago interviews Majd Alwan, PhD, digital health and aging services technology expert, and former Executive Director of LeadingAge Center for Aging Services Technologies. They discussed some of the most promising technologies to promote safety, wellness and social connectedness among senior residents, as well as technologies that can help with staff recruitment/retention and productivity.

In addition to learning about promising new technologies in senior living, Dr. Alwan provided guidance and resources on how best to evaluate and select technologies that will meet organizational objectives while having a return on investment.

Senior living leaders who are leading their organization’s digital health transformation journey will benefit from Dr. Alwan’s answers to questions about:

1. where to start when there are so many technology tools and options,
2. what to do BEFORE you implement technology that you hope will streamline processes,
3. how to integrate technology plans with the organization’s strategic plan and
4. how to structure a selection process to ensure the best technology choices for the organization.

Alwan Advisory Services provides consulting to a wide range of providers, technology companies, including start-ups, investors, and policy makers on issues related to technology and business innovation in the aging services sector.

Majd Alwan, Ph.D., is an independent digital health, health IT, and strategy expert and a noted authority on aging-services technologies.

In his previous role at LeadingAge CAST, Dr. Alwan was responsible for creating and leading a network of technology companies, providers and research institutions focused on technology solutions for an aging society.

The network advanced the interests of older consumers, caregivers and providers and fostered opportunities for collaboration between provider organizations, technology companies, and research institutions in exploring product development, testing prototypes, evaluating technology and deploying technology-enabled care models.

Prior to joining CAST, Majd served as an Assistant Professor and the Director of the Robotics and Eldercare Technologies Program at the University of Virginia’s Medical Automation Research Center. His research interests there included passive functional and health assessment, biomedical instrumentation, medical automation, as well as eldercare and assistive technologies.

Connect with Majd on LinkedIn, Facebook and Twitter.

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