8:30 a.m.

Registration/Continental Breakfast

9:15 a.m.

State of Senior Living

Session Description

This opening session grounds the day in current national research and trends affecting senior living providers. Ziegler presenters will examine demographic shifts, emerging care models, partnerships and affiliations, growth approaches, and mounting expense pressures—including workforce costs—setting a clear context for the local examples and discussions that follow.

10:00 a.m.

Deeper Dive into Cyber Security

Session Description

This session will examine how cybersecurity must be embedded into organizational culture and daily operations. Speakers from First American will outline concrete ways senior living providers can strengthen internal practices and remain protected as technology and risk continue to change in the year ahead.

11:00 a.m.

Break

11:15 a.m.

Creative Construction Strategies in a World of High Cost

Session Description

As construction costs continue to climb nationwide, senior living and care providers are rethinking how projects are planned, financed, and executed. This session examines approaches on how to plan a right-sized project and how to work through the design process to stay on schedule and on budget. This would include ideas around prefabrication, repositioning existing assets, and alternative financing and joint-venture structures to manage cost escalation, regional differences, and project timelines across middle-market and luxury settings—without sacrificing quality or the resident experience.

12:15 p.m.

Networking Lunch

1:00 p.m.

Growth Strategy (Member Section)

Session Description

Community First Solutions of Hamilton, Ohio expanded its presence in southwest Ohio through the acquisition of three communities and a separate management contract over a period of __ months. The case study focuses on financial due diligence, capital strategy, and governance considerations that guided decision-making at each stage of growth. Participants will leave with practical takeaways on managing risk, aligning growth with mission, and positioning nonprofit organizations for sustainable regional expansion.

2:00 p.m.

BREAK