Overview

Explore the intricacies of customer profiling within the senior housing sector with our comprehensive Customer Profile course. Led by Severine Petras and Lauren Wilson, candidates will delve into the multifaceted nature of resident journeys, family dynamics, and employee engagement crucial for fostering a positive community experience. Through a blend of online videos, modules, and interactive activities, candidates will gain invaluable insights into understanding diverse resident paths, the pivotal role of families, and the significance of employee satisfaction in senior housing operations.

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Course Topics:

  • Topic 1: Resident Experience and Journey: Explore satisfaction metrics, housing options, and the importance of individualized matching.
  • Topic 2: Employee Experience and Journey: Investigate recruitment, retention strategies, and the impact of employee satisfaction on resident care.
  • Topic 3: Engagement and Retention: Examine strategies for fostering community involvement and participation among residents and employees.
  • Topic 4: Family Engagement and Decision-Making: Analyze communication strategies, support systems, and legal considerations in the decision-making process.

Learning Objectives:

  • Understand the diverse paths residents take when entering different housing types within the senior living continuum.
  • Develop a comprehensive understanding of the integral role families play in the resident journey and decision-making process.
  • Apply knowledge of employee engagement strategies to enhance resident care and community culture.

Instructors:

Severine Petras

Severine (Sevy) Petras, Lead Instructor
CEO and Co-founder, Priority Life Care

Traci Bild
Founder & Chief Visionary Officer, Bild & Co

Traci Taylor-Roberts
President/Owner, Sodalis Senior Living

Lori Alford
Co-founder, Avanti Senior Living

Sarah Dirks
EVP of Business Development, Pinnacle Quality Insight

Lynne Katzmann
President and CEO, Juniper Communities

Colleen H. Blumenthal
Chief Operating Officer, HealthTrust

Lauren Wilson

Lauren Wilson, Lead Instructor
Chief Revenue Officer, PalCare

Doris-Ellie Sullivan
President, Retirement Unlimited, Inc (RUI)

Erin Hennessey
CEO, Health Dimensions Group

Tennille Boyer
Co-Founder, Snagajob

Katrina Resch
Executive Assistant to Sevy Petras, Priority Life Care

Jill Record
Senior Director of Brand Management, Priority Life Care

Sheri Rose
CEO and Co-Founder, Thrive Center

This course is part of the CSHIP LEVEL II – Intermediate Underwriting for Senior Housing & Care Properties program. This course is also available to be taken individually a la carte.