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Joint Finance & Strategy Symposium
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This 3rd annual joint LeadingAge North Carolina and Virginia Symposium highlights changes in tax regulations, state of senior services, data and analytics for operating decision, professional liability, labor costs.

 Export to Your Calendar 7/26/2018
When: Thursday, July 26, 2018
8:00 AM
Where: Springmoor Retirement Community
1500 Sawmill Road
Raleigh, North Carolina  27615
United States
Contact: Paula Ropelewski
(804) 965-5500

Online registration is available until: 7/20/2018
« Go to Upcoming Event List  

PLEASE NOTE: If you are a LeadingAge Virginia member, you MUST log-in before registering in order to receive the discounted member rate. Please be sure to use your existing log-in information. If you're unsure of what that is, click the Forgot My password link to reset it. Please do NOT create a duplicate member record when registering. If you don't log-in first and/or create an additional record for yourself, it won't be linked to your membership account and you will be charged the nonmember rate and the difference will not be refunded.

CANCELLATION POLICY: Cancellations received in writing by seven days before the start of the event will receive a credit, less a $35 administrative fee, toward a future LeadingAge Virginia event, excluding the Annual Conferences or Leadership Retreats. Cancellations received after seven days before the event will be considered a no-show and no credit will be issued. Substitutions are encouraged. Any credits will expire one year after the date of the event.

Block of rooms available at: Residence Inn Marriott Crabtree Hotel, 2200 Summit Park Lane, Raleigh, NC ($134 price through July 2, 2018) - 919.279.3000

AGENDA (sessions subject to time change)

July 25, 2018

                          6:00p-9:00p         Sponsored Networking Dinner

July 26, 2018

7:30-8:00             Registration/Check-In/Continental Breakfast

8:00-8:15             Welcome with Melissa Andrews, LeadingAge Virginia and Tom Akins, LeadingAge North Carolina

8:15-9:45             State of Senior Services - Tad Melton and Tommy Brewer, Ziegler; Dan Cinelli, Perkins Eastman

                              Possibly include innovation and design, master planning and positioning

9:55-10:45           Professional Liability and Common Coverage Gaps – Raf Haciski, The Graham Co.


11:00-12:00         New tax laws and ramifications on life plan communities and accounting changes—possibly include revenue recognition

                            standard  - Amy Bibby, Dixon Hughes Goodman

12:00-1:00           Lunch

1:00-2:00             Data and Analytics for Operating and Management Decisions – Mario Mckenzie, CLA

                              Usage of data, analytics and other information to make better operating and management decisions (includes Trend Study data)

2:10-3:10             The Collaboration of HR and Finance on Labor Costs Paycor

                             More than 40% of HR teams are not involved in their organization’s cost management.  Learn why HR and Finance should partner and how

                             to start that collaborative process.


3:20-4:00             Overview and open discussion - Tom Akins and panel

4:00pm                 Adjourn