HOME | Charting the Course

PRESENT

FEBRUARY 20-21, 2025

/ ABOUT

About

Join your C-Suite, Executive, and Senior Leadership colleagues from around the southeast at the Third Annual Strategic Leadership Retreat for Senior Living Professionals February 20 and 21 in Destin, Florida.

With a two-day get-away retreat focused on Charting the Course, industry thought leaders will dive into discussions around the state of the senior living economy, technology, and strategic leadership. Provider C-Suite Executives, Senior Leadership, Regional Leadership, Management Companies, Owners, and Operators are encouraged to join us at this highly anticipated event.

Hosted by
Florida Senior Living Association, Georgia Senior Living Association

and Mississippi-Louisiana Assisted Living Association

at the beautiful Henderson Beach Resort in Destin, Florida.

Registration is now open and Industry partners are welcome.

Sponsorship opportunities available.

/ REGISTRATION

INDUSTRY PARTNER REGISTRATION

SPONSORSHIP PROSPECTUS

ATTENDEE REGISTRATION

/ AGENDA

All Times CST

/ DAY ONE - FEB. 20

10 AM - 12 PM / Registration

Check In at the Registration Desk

11 AM - 12:30 PM / Keynote & Lunch

James Lee, CEO and Co-Founder, Bella Groves

James Lee, owner/operator of Bella Groves, has spent most of his career in senior living. His career is deeply rooted in the industry, from frontline caregiving roles to senior leadership teams.

James will open the Senior Leadership Retreat with practical insights and guidance on how to rally a group of people behind a simple vision. James has become a prominent and visible thought leader in the aging services community, using his unique ability to galvanize and inspire groups. With action-informed insights and practical strategies, James will empower attendees to simplify messages, share strategy through storytelling, and transform their leadership style by adopting content marketing and thought-leadership principles into their communication.

12:30 - 12:45 PM / Break

Enjoy a short break.

12:45-1:35 PM / Using Value-Based Care as a Business and Care Practice

12:45-1:05 PM / Ted-Style Talk

Charles Mann, CEO and Co-founder of Accushield

1:05-1:35 PM / Panel Discussion

Moderator: Gail Matillo, Florida Senior Living Association; Charles Mann, Accushield; Mary Ann Cadger, Sunrise; Lindsey Hacker, ProVisio

Value-Based Care is not just a marketing tool but a care responsibility increasingly recognized as a win-win for operators and residents. Its importance is underscored by the rise in VBC requirements through CMS, making it a widely accepted best practice for Providers, whether mandated by CMS or not.

As a second-generation operator, Charles Mann, Co-founder and CEO of Accushield, grew up in the provider world. In this session, Charles will share his unique perspective from the operator's standpoint, as well as VBC expectations and projections.

Afterward, participants will engage in a lively, moderated, and interactive discussion with additional providers and partners. This will be an opportunity to share perspectives and insights on integrating Value-Based Care in business and care practices.

1:45-2:35 PM / Harnessing Technology for Transformation

1:45-2:05 PM / Ted-Style Talks & Discussion

Phil Vlach, Head of Technology at Schlegel Villages and Founder of AgeTech Labs

2:05-2:35 PM / Panel Discussion

Moderator: Catie Ramp, Georgia Senior Living Association, Phil Vlach, Joe Signore, Tapestry Senior Living; Tricia Holloway

Phil Vlach, Head of Technology at Schlegel Villages and Founder of AgeTech Labs, will guide us through the crucial process of bridging the gap between innovators and operators. His insights will be instrumental in making technology a fundamental enabler of exceptional resident care. Phil will also address the importance of capital concerns and integrating scalable technologies within current operations, underscoring the significance of our discussion.

The session will conclude with an interactive, panel platform highlighting provider and partner perspectives on technology adoption, integration, scalable solutions, and future outlook.

2:35-3 PM / Break

Enjoy a short break.

3-3:50 PM / Risk Management in Light of a Litigious Environment

1:45-2:05 PM / Ted-Style Talks & Discussion

Tara Clayton, J.D., Managing Director of Marsh Senior Living & LTC Industry Practice

2:05-2:35 PM / Panel Discussion

Moderator: Woody DeWeese; Tara Clayton; Ben Brewer; Amanda Pope

Risk, risk mitigation, and litigation keep most owners and operators up at night. These are crucial aspects of our industry that demand our attention. Although there are no simple answers or quick fixes, Tara J. Clayton, J.D., Managing Director of Marsh Senior Living & LTC Industry Practice, will guide attendees through a discussion to consider the implications of care and business practices. Tara will review key considerations relative to state regulations and insurance requirements while challenging participants to identify leadership practices for internal accountability.

Following the session, attendees will experience a panel discussion of provider and partner perspectives. This discussion will not be theoretical but will focus on practically navigating risk, litigious environments, operational management, and their economic impacts.

3:50-4:50 PM / State of the States

Seth Daniels, Director of Government Affairs, Georgia Senior Living Association; Jason Hand, Esq. COO & General Counsel, Florida Senior Living Association; Kevin Hayes, Owner and Founder of Strategic Solutions; Catie Ramp, Executive Director, Georgia Senior Living Association

State regulations significantly impact our business, influencing it from the inside out. Proactively ensuring the senior living industry does not experience federal overreach is a top priority for your state associations. This session breaks down the local and national legislative environments to inform leaders of ongoing legislative considerations and priorities from each state and the federal impact of a changing national leadership. Attendees will leave informed of what is happening in the state capitols on their behalf. More importantly, this session will empower leaders to get involved and make informed decisions regarding state advocacy efforts.

5-9 PM / VIP Cocktail Reception, Dinner & Entertainment

5-6 PM / Cocktail Reception- Coastal Connections

6-9 PM / Cocktails, Dinner & Entertainment

Attire: Coastal Casual

/ DAY TWO - FEB. 21

8-9:15 AM / Roundtable Discussions along with Breakfast Buffet & Bloody Mary/Mimosa Bar

At this signature session, attendees will have the unique opportunity to enjoy breakfast while participating in a facilitated roundtable discussion. The discussion, guided by a table host, will encourage attendees to share their insights and experiences on various topics, including advocacy, technology, risk management, staffing, design, and wellness.

The session will conclude with a collaborative effort, as an attendee from each table will present a comprehensive topical overview, "Charting the Course" for the next iteration of best practices in the industry. This is a significant moment, as it marks the culmination of our collective efforts and sets the direction for our collective future.

9:15 - 10 AM / Keynote: Economics: Evaluating the Value Proposition

Caroline Clapp , Senior Principal, National Investment Center for Senior Housing & Care (NIC)

As a business leader, being well-informed is more crucial than ever. With data at our fingertips, how can we use this to our advantage in the rapidly changing economic landscape? In this Keynote session, Caroline Clapp, Senior Principal at NIC, will offer vital data-driven insights into future trends. Her focus will be on penetration rates, demand patterns, the investment outlook for both the short and mid-term, and an analysis of national and regional market performance. This session will share key macroeconomic factors shaping the sector and offer insights into future trends. By attending, you will gain valuable insights into data that will directly aid you in making strategic growth decisions for your business.

10:15-11 AM / Senior Living Power Panel: Strategic Leadership for a Changing Landscape

Moderator: Sharla Alosio, MSLALA; Michelle Pierce; Bear Mahon; Mike Wang, Inspiren; James Lee

The annual closing "Senior Leadership Power Panel" underscores the value of learning from one another. While the Senior Leadership Retreat has been designed for operators to arrive, take off their name badge, and deep dive into the needs of the industry, this session offers practical and tangible leadership lessons from those on the ground.