Fundamentals of Operations

Course Overview

After an introduction to the operating economics for a senior living community, including the typical resident profile, common elements of building design, service offerings, revenues, and operating expenses, we’ll follow a similar structure for all remaining care segments.

What you will learn:

  • Introduction to the operating economics for senior housing and care communities
  • Regulatory matters covering compliance, regulations and regulatory authorities
  • Ownership structures, including profit and nonprofit organizations, ownership entities, and common organizational structures
  • Balance sheets. Common capital structures
  • Management teams. Key components for evaluating the effectiveness of a management team
  • An exploration of innovation and emerging trends

Optional Prerequisite Resources

  • Microsoft Excel from Beginner to Advanced
  • The Real Estate Financial Modeling Bootcamp
  • Real Estate Financial Modeling the Complete Guide
Fundamentals of Operations

Instructors

Randy Richardson, Lead Instructor
Former CEO and President, Strategic Advisor of Vi

Cameron Bell
Vice President, Portfolio Management, National Health Investors

James Estes
Director, Investments, Blue Moon Capital Partners

Justin Hutchens
Executive Vice President, Senior Housing and Chief Investment Officer, Ventas, Inc

Kathy Sweeney
Co-founder, Managing Partner and CIO, Blue Moon Capital Partners

Ken Segarnick
Chief Corporate Officer, Brandywine Living

Maria Nadelstumph
Senior Vice President of the Brandywine Center of Excellence, Brandywine Living

Melissa Evraets
President of Resident Care-Chief Nursing Officer, Vi Senior Living

Mitch Brown
Principal Consultant, Senior Housing Consulting (SHC)

Molly Vaughan
CFO, The Springs Living

Tara Cope
EVP and Chief Legal and Administrative Officer, Vi Senior Living

This course is part of the six courses required to complete the Fundamentals of Underwriting Senior Housing & Care Certificate Program. This course is also available to be taken individually a la carte.