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Program
Tuesday Late Afternoon Breakout Sessions • 3:30 – 5:00 p.m.
Download
a PDF of the 2011 NIC Regional Symposium Preliminary Program.
Competing for Capital in a Challenging Climate
It’s game time.
Representatives from three companies will be chosen to suit up and put their best plays through a dry run under the scrutiny
of seasoned coaches and rapt spectators. Will you be one of these A-Team players? For an opportunity to be among the selected
participants who will present their ideas to a panel of respected professionals from the capital markets, we invite you
to submit an executive summary of your business plan for a project for which you are seeking to raise debt or equity financing.
The project can be new development, recapitalization, an acquisition or a renovation, or addition at an existing seniors
housing community. These experienced judges will pose challenging questions and provide commentary designed to help the
presenters sharpen the organization and delivery of their plans. Judges will focus on identifying the less-visible risk
factors of each business plan and suggest strategies for addressing them. Prior to kickoff, qualified business advisors
will coach each presenter, giving instructive guidance to help ensure that the information is comprehensive and sufficiently
well-developed for a successful presentation.
For consideration, please submit an executive summary business plan to
Nicole Opatz
Selected business plans will be presented by our judges during the session at the Regional Symposium.
The deadline for submissions is January 31, 2011.
Everyone who attends this intensive session will benefit from observing, firsthand, the perspectives and insights of investors
and lenders as they evaluate investment opportunities. Whether you’re a player or a fan in the stands, you’ll learn skills
and techniques you can apply to your own business plans and execution strategies.
Moderator: Kenneth Segarnick, Managing Director, Business Development, Brandywine Senior Living
Judges:
- Charles J. Herman, Jr., Executive V.P. & Chief Investment Officer, Health Care REIT, Inc.
- Patrick M. Hurst, Managing Director, Houlihan Lokey
- Noah Levy, Managing Director, Prudential Real Estate Investors
- Eric Mendelsohn, Senior V.P. Corporate Development, Emeritus Senior Living
- John Stasinos, Senior Vice President- Acquisitions and Valuations, HCP, Inc.
Fresh Plays for a Changing Sales and Marketing Field
The playing field has changed and this team of seniors housing sales and marketing experts will share ideas and concrete
examples of how they fundamentally altered their response to the new environment. In this hands-on chalk talk, the panel
will tackle three fundamental game tactics of sales and marketing: web and social media, training, sales and advertising.
You will study the most effective websites, advertising campaigns, and sales tactics these three companies utilize to drive
and maintain their occupancies. This is a great skills-building session for refining your offensive game.
Come ready to play in this highly interactive huddle, with plenty of Q&A opportunities with these special teams marketing
experts.
Moderator: Sue Farrow, President / CEO, Integral Senior Living
Panelists:
- Shannon Ingram, Senior Director of Marketing Communications, Silverado Senior Living
- Polly Miller, Chief Marketing Officer, Integral Senior Living
- Kim Wagner, Vice President of Sales & Marketing, Cascade Living Group
Moving the Ball and Holding the Line: New Plays for Driving NOI
Business is not always an even playing field. It’s a constant back-and-forth of making progress and holding the line. This lineup of seasoned execs will replay three case studies to demonstrate the successful strategies and tactics they’ve deployed to overcome challenges across the field. You’ll examine the tools they’ve used to create revenue growth and uphold expense management—all to enhance and sustain long-term, bottom-line growth. Learn about the purpose and potential benefits of concierge services and surprise plays you can make to keep expenses in check. You’ll leave this instructive session better prepared and positioned for your overall game
Come ready to play in this highly interactive huddle, with plenty of Q&A opportunities with these special teams marketing
experts.
Moderator: Chip Gabriel, President, Generations LLC
Panelists:
- Tana Gall, President, One Eighty / Leisure Care
- Jon DeLuca, President/Chief Executive Officer, Senior Lifestyle Corporation
- Patricia G. Will, President & CEO, Belmont Village Senior Living
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