2019 MCSA Conference
Embassy Suites Downtown Portland
319 SW Pine St, Portland, OR 97204, USA
Portland
Oregon
45.5217771
-122.6739083
Description
FOR HOTEL RESERVATIONS
To make your reservations at the Embassy Suites Portland Downtown -CLICK HERE or call 1 (800) 643-7892 and ask for the special rate of $269.00
per night set up for Masonic Communities & Services Association
(MCSA). If you are interested in staying longer or coming in early
PLEASE call the hotel directly.
(The room block will close on May 30, 2019 so please do not delay on making your arrangements.)
SUNDAY, JUNE 23, 2019:
12:00 p.m. – 3:30 p.m.Registration Opens - Lobby11:30 a.m. – 1:30 p.m.MCSA Board Meeting 8:30 a.m. – 5:00 p.m.Sponsor Booth Setup 3:15 p.m. – 3:45 p.m. Buses Load for OMSI (Oregon Museum of Science & Industry) 3:45 p.m. – 4:30 p.m. Buses Travel to OMSI 4:30 p.m. – 8:30 p.m. Tour and Dinner at OMSI 8:30 p.m. – 9:00 p.m. Buses Travel Back to Hotel 9:00 p.m. – 11:00 p.m.Hospitality
MONDAY, JUNE 24, 2019:
MONDAY, JUNE 24, 2019:
7:00 a.m. – 8:30 a.m.Breakfast in Restaurant
7:30 a.m. – 2:00 p.m.Registration
7:30 a.m. – 9:00 a.m.Coffee Break with Sponsors – Ballroom 8:00 a.m. – 8:45 a.m.Opening Comments – MCSA Chair – Ballroom Invocation Welcome to Oregon Sponsor Spotlight (5 minutes each) – 3 8:45 a.m. – 9:30 a.m.Opening Keynote – Openness, Support and Hope: A Message for Caregivers
Hear Tara’s inspiring story of being both a family member raising nieces with severe mental illness and a caregiver for her aging parents. She’ll share what she’s learned about the needs of families and individuals struggling with chronic illness or aging; the needs of those who care for them; and ways we can all help strengthen our organizations and our communities by supporting caregivers.
Tara Rolstad
Whether speaking to businesses, faith communities, medical professionals, mental health workers, family members or general audiences, Tara Rolstad is uniquely direct, funny, passionate, and unlikely to keep a thought to herself.
Tara is an advocate, author and comedian who left a career as a nonprofit executive to help raise nieces who lived with severe mental illness. Now, Tara helps audiences better understand the experiences of those who struggle with mental health, and their families; and guides them to become safer, more effective and loving communities for those with mental health challenges. Because mental health affects everyone... with a brain.
Tara is the founder and director of Shattering Stigma with Stories: Understanding Mental Health, producing mental health conferences for school districts, faith communities, businesses and other organizations that have reached more than 1500 people. She has also performed stand-up comedy around the Pacific Northwest with Stand Up for Mental Health and Mental Health at the Mic, and is co-author of the book "No, Really, We WANT You to Laugh: Mental Illness and Stand-Up Comedy:Transforming Lives,” a Next Generation Indie Book Award finalist, 2015.
9:30 a.m. – 9:40 a.m.Sponsor Spotlight (5 minutes each) 9:40 a.m. – 10:00 a.m.Break with Sponsors 10:00 a.m. – 11:00 a.m. Breakout sessions 1.Outreach Session – A Conversation on Alzheimer’s and other Dementia
We will talk about dementia as an umbrella term and what is covered under that diagnosis, including Alzheimer’s and other types of dementia. Some information will be shared with regard to what signs to look for in a loved one who may be experiencing dementia. We will also talk about how dementia can affect a person’s behavior, cognitive level and how it progresses during the course of the disease. There will be some information shared about resources and where to find answers to other questions as they relate to individual situations.
Chris Batman-Mize, Master of Social Work – Senior Aging Services Coordinator with WA County Disability, Aging and Veteran Services. I also work with the Family Caregiver Support Program and facilitate Powerful Tools for Caregivers classes and will be facilitating a Buried in Treasures class in the fall. I have been in the field of social services for 25+ years and have worked in many different settings: schools, law enforcement, substance abuse, child welfare, research and for the last 4 years, aging services. I earned my Bachelor’s degree from Colorado State University and my Master of Social Work from SUNY Binghamton in New York.
2.Community Session – Driving Growth in Senior Living - Ziegler
The senior living environment is undergoing significant change. Strong capital flows into the for-profit sector and promising demographics have led to significant growth in the seniors housing marketplace. Competitive pressures on not-for-profits are high and come from many directions.At the same time, many providers have significant campus reinvestment needs, and seek to establish strategies to work in the post-acute environment that healthcare reform has wrought.
Historically not-for-profits have adhered closely to their roots, often growing at a measured pace with careful attention to mission attributes and faith identities.This growth philosophy, however, can at times handicap not-for-profits in the current heavy-capital, fast-growth seniors housing and care environment.How can not-for-profits adapt business philosophies and build an aggressive growth strategy that is internally aligned among board, management, operations, and even residents?Once growth is undertaken, how can a company balance integration, sometimes on a large scale, with continuing to pursue opportunity?
This session will highlight specific growth considerations for Masonic-affiliated senior living organizations. There are clearly attributes of Masonic-sponsored organizations that can aide in supporting growth opportunities, but are there potential barriers that can impeded growth strategies? The aim of the session is not only to share growth trends and provider case studies, but to engage in facilitated discussion among attendees.
Ziegler will share broader trend information around growth strategies among the LeadingAge Ziegler 200, consumer trends, financing trends, sponsorship transition activity, and other pertinent data.
3. HR – Overview of Legislative Issues
From Pay Equity to Paid Sick Leave, Mr. Gaar will discuss recent federal and state court legislation as well as agency and judicial rulings.Learn what new laws will affect your business and trends to be aware of in 2019 and beyond.
William Gaar, SPHR, is an attorney and shareholder at Buckley Law P.C. in Lake Oswego, Oregon. He is an advocate and litigator for his business and employer clients, providing practical solutions to everyday concerns and protecting his clients’ rights in state and federal court, private arbitration and mediation, and before state and federal agencies. Well versed in all areas of employment and commercial/consumer law, he has assisted every size of organization. As the current chair of the Litigation Practice Group, Bill is a frequent speaker and author on employment law topics providing important information to clients through seminars and individual training.
11:15 a.m. – 11:45 a.m. MCSA Membership Meeting Including Installation of Officers 11:45 a.m. – 12:45 p.m. Lunch with Sponsors - Ballroom 12:45 p.m. – 1:30 p.m.General Session – Masonic Partnerships Win
Children today find the journey to adulthood fraught with more challenges than ever before. External pressures such as drug abuse, parental job loss or intense bullying at school can lead to declines in academic performance, as well as depression and suicide. Fortunately, there is help.
For over three decades, the Masonic Model Student Assistance Program (MMSAP) has partnered with Freemasonry to make a difference nationwide in the lives of over 500,000 students. This distinct assistance program serves communities throughout the country with the belief that prevention is the most effective tool to combat these challenges and support student’s personal and educational success.
This session will focus on the special cooperation between the National Masonic Foundation for Children, local Masonic jurisdictions and countless educational teams. Together, this Masonic partnership has blazed a path of shared ambition and passion to help our children and will continue to do so far into the future.
Larry Newman, CEO of Newman/Stecher International and 27-year Freemason
Larry Newman is the co-founder and CEO of Newman/Stecher International. With over 48 years of teaching, program administration and therapeutic experience, he consults regularly with school districts and State Departments of Education, State Health and Welfare agencies.
Mr. Newman combines a working knowledge of the addictions field with an in-depth understanding of the educational system to provide direction and focus to schools and communities as they deal with the issues facing today's young people.
In the past three decades, Newman has worked with over 3,000 school districts in 26 states and Canada and is often called upon to motivate faculty and staff to work effectively with at-risk children. Learn more at www.masonicmodel.org or www.newmanstecher.net.
1:30 p.m. – 2:00 p.m.Dessert Break 2:00 p.m. – 3:00 p.m.Breakout sessions 1.Outreach Session – Veterans Benefits: An overview of essential VA services
Learn how the Veterans Services office provides benefit information and advocacy to all individuals and family members that have served in the United States military. We will provide an overview of the VA compensation, pension, burial, and education benefits. We will look at enrollment in medical benefits, claim preparation, supplemental claims, and filing appeals.Other topics covered will include networking and advocacy with local agencies to address the needs of homelessness, emergency financial situations, and tax exemption.
Jamison Purry –
Multnomah County Veteran Services Outreach Specialist/CVSO
2.HR Session – Developing a bold leadership program to identify, uniquely educate and mentor women to fill leadership succession gaps. –
Our presentation will provide the details of how and why we developed the program, real examples of the program’s successes including increased employee engagement and retention, and how to get commitment and support from the senior leadership team. We will also describe educational sessions, mentoring and executive coaching that were developed for the six-month Women In Leadership curriculum. The presentation will also provide: Justification for a leadership adaptive program but the importance of having an exclusive women-only environment. Examples of how to create an affordable, impactful program using existing network and sources. Tips for how a successful program can be used as an effective recruitment tool for all employment roles.
Every healthcare organization has an issue with workforce development – simply not enough people in the talent pipeline. This session will address what steps Masonic Communities Kentucky is taking to develop future women leaders who are innovative and passionate about the senior living industry. This in turn will help us reach better candidates for all positions.
Nicole Candler joined Masonic Communities Kentucky in 2011 bringing 17 years of public relations and marketing experience in the non-profit, corporate consulting and government sectors. Masonic Communities provides housing, health care and aging care services including independent living, assisted living, personal care, skilled nursing care and pediatric day care/preschool services. As its Chief Marketing Officer, Nicole manages marketing strategy and tactics for more than 16 brands in Masonic's family of services. Her recent successes include opening a new product line by creating operational and sales materials, planned opening and sales events, and directed a digital media campaign. As a result, the community was sold out in less than one year and filled within four months of opening. She has repeated this success with the start of a 90% reserved Life Care community and 100% reserved assisted living community in 2018. Nicole has elevated and differentiated Masonic Communities and its service brands to become a recognized leader in a crowded market of senior living and health care services; from developing the company purpose statement, securing unprecedented media coverage during it's 150th Anniversary and performing a evolutionary rebrand. Prior to joining Masonic Communities, Nicole was the owner of a strategic communications consulting firm which provided marketing materials, media relations and communication strategy to regional hospitals, local and national nonprofit and national health insurance companies. Nicole is a member of the Public Relations Society of America and served on the local Board of Directors for six years and as PRSA Bluegrass Chapter president in 2007. Nicole is the Kentucky affiliate and past president of PRConsultants Group – a national network for senior-level public relations practitioners. She was named among Business First’s Forty Under 40 for contributions to the Louisville business community and among the Louisville Advertising Federation’s Hot 10. Nicole was appointed by Kentucky’s Governor to the Commission on Women in 2011 and served on its Executive Committee. Nicole earned a bachelor’s degree in public relations from Eastern Kentucky University and a master’s degree in business administration from the University of Louisville. She received Accreditation in Public Relations from the Universal Accreditation Board in 2008 and volunteers as a national facilitator for APR candidates.
Trasee Whitaker joined Masonic Communities Kentucky in 2010 and is the Chief Human Resource Officer. Masonic Communities Kentucky is a Fortune magazine Great Place to Work in Aging Services. Trasee’s extensive human resources experience includes healthcare, legal services, nonprofit service organization, and retail management. She is recognized as a leader in developing and implementing successful employer of choice initiatives. Trasee currently serves as a regional representative on the Advocacy Committee for the American Society for Healthcare Human Resources Administration (ASHHRA). She previously served as Chair of the Kentucky Society for Human Resource Management (KY SHRM) and President of the Louisville Society for Human Resource Management (LSHRM). She is the Lyle Hanna Volunteer Spirit Award recipient for 2017 and was recognized by Business First as one of the top 20 People to Know in Human Resources. She is a contributing author in Evolution of Human Resources; chapter Innovation-Inspired Human Resources. She received her Bachelor of Arts degree in Communications from The Ohio State University and holds the designations of Senior Professional in Human Resources (SPHR) and SHRM Senior Certified Professional (SHRM-SCP).
3. Board Session – Staying relevant through a transparent board and operational evolution
As our industry continues to evolve and as your organization navigates through these changes, organizations will need to structure themselves for success.In this session you will hear how an organization made adjustments both from an operational stand point and also from a board governance perspective. Both of these structural changes were important and challenging to accomplish but were necessary to stay relevant in an everchanging world.
Mr. JP Venoit is President and CEO of Masonicare, the Wallingford-based senior living and healthcare non-profit. Its continuum of care includes independent and assisted living communities on campuses in Walling-ford, Chester and Mystic, as well a skilled nursing facility, acute care and behavioral health hospital, and a statewide home health and hospice services serving approximately 4,700 individuals daily with 2,600 dedicat-ed staff.
Mr. Venoit was both the chair of the Connecticut Assisted Living Association Board and their Institute for Senior Living Education.He also is the past chair of the Wallingford Education Foundation, is Vice Chair of the Wallingford Planning and Zoning Commission, serves as a Commissioner of the Wallingford Ethics Committee, and is on the Board of the LeadingAge’s Connecticut Chapter.He was a fellow in 2007 of the first national Leadership Academy of LeadingAge, the national trade advocacy association representing over 6,000 not-for-profit members of the senior care industry.
Mr. Venoit obtained a Bachelor of Science degree in Finance and Insurance from the University of Hartford in 1996, received his Retirement Housing Professional license in 2003 from the University of North Texas, a Leadership AAHSA Fellowship certification in 2007 and an M.S. in Healthcare Administration from Post University in 2016.
Robert Polito Jr. graduated from Eastern Connecticut State University with a BA in Public Policy & Government, an MBA from the University of New Haven and a post-graduate business certificate from the University of Connecticut. He has 32 years of banking and 29 years of successful commercial lending experience. In 2003, Robert was awarded the U.S Small Business Administration’s Financial Advocate of the Year in Connecticut and in 2007, he accepted the SBA’s Award for Lending Excellence at the U.S. State Department, Washington, DC., only one of two awarded in the Nation. He was named in the Coleman Report as one of the twenty most influential bankers in the SBA industry in the Nation in 2008. In 2009, Robert was named “Veteran Business Champion of the Year” by the SBA’s Connecticut District Office. In 2018, Robert was named Coleman Report's National 7a Co-Lender of the Year. Robert has been quoted in The New Haven Register, The Hartford Courant, The Hartford Business Journal, CNN-Money and The Wall Street Journal. He has appeared on numerous occasions on Fox-TV affiliates. He has been employed at Webster Bank for 25 years.
Robert is a former U.S. Army captain serving with Connecticut’s 1/102d & 1/169th Infantry Battalions as a Infantry company commander. He was twice awarded The Army Reserve Components Achievement Medal for exemplary behavior, efficiency, and fidelity while serving as a member of his Unit. He is a U.S. Army ROTC graduate from UCONN. He holds the "Blue Cord" as a graduate of the famed Infantry School at Ft. Benning, GA.
Robert has served on numerous boards and was the president of the University of New Haven's alumni association. He is presently in his third term as Chairman of the Board of Masonicare Corporation and the chairman of their Investment committee. Robert was president of the Old Lyme Country Club 2014-2017. Robert resides in Madison, CT with his wife Lori of 32 years.
3:00 p.m. – 3:30 p.m.Break 3:30 p.m. – 4:00 p.m.Buses Load for Masonic Campus 4:00 p.m. – 5:30 p.m.Buses Travel 5:30 p.m. – 8:45 p.m.Tour and Dinner of Campus 8:45 p.m. – 9:30 p.m.Buses Travel Back to Hotel 9:30 p.m. – 11:00 p.m.Hospitality
TUESDAY, JUNE 25, 2019:
7:00 a.m. – 8:30 a.m.Breakfast in Restaurant
7:30 a.m. – 2:00 p.m.Registration
8:00 a.m. – 8:30 a.m.Coffee Break with Sponsors – Ballroom
Comments for 2020 MCSA Conference Sponsor Spotlight (5 minutes each) 8:30 a.m. – 9:30 a.m.General Session: Evolving a Brand – Ballroom
After celebrating 150 years of rich history at Masonic Homes Kentucky, it was time to bring the oldest Masonic home in the world to modern times with a refreshing new look. Hear how Masonic Homes Kentucky navigated the process of rebranding from beginning to end. Learn how the organization’s unique association with Kentucky Masons and their original mission share its services and reputation today. The journey was filled with many ups and downs.
Speaker Biography:
J Scott Judy, Chief Executive Office at Masonic Homes Kentucky
J Scott Judy has been employed in various facets of senior living for nearly 20 years. His passion for senior living was solidified in those years, but was fueled by his exposure to the profession over 40 years ago because of his family involvement in senior living. These years of exposure and experience has positioned him to provide innovative leadership within the senior living industry. He serves on the Board of Directors for LeadingAge Kentucky as immediate past chairman and a member of Masonic Communities and Services Association’s Board of Directors currently serving at secretary.
Nicole Candler, Chief Marketing Office at Masonic Homes Kentucky
Nicole Candler has 19 years of experience in public relations and marketing for the non-profit, corporate consulting and government sectors. Prior to joining Masonic Homes, she was the owner of a strategic communications consulting firm which provided marketing materials, media relations and communication strategy to regional hospitals, local and national nonprofits and national health insurance companies. She is a member of the Public Relations Society of America and served several years on the local chapter board of directors. Nicole is the Kentucky affiliate and past president of PRConsultants Group – a national network of senior-level public relations practitioners.
9:30 a.m. – 9:45 a.m.Break 9:45 a.m. – 10:45 a.m.Breakout sessions 1.Outreach Session – Hoarding & Housing: Setting Up for Success– PART ONE
Join members of the Multnomah County Hoarding Task Force to get an overview of Hoarding Disorder and how advocates can assist individuals who display hoarding behavior to both save their housing and comply with their lease.Topics covered will include diagnostic criteria of Hoarding Disorder and why that matters to housing providers.We will also explore how Fair Housing and Reasonable Accommodations play a role in working with individuals who hoard.
Matthew Strickland, MSW combines over 10 years of experience in managing affordable housing ( Section 8 and Tax Credit including large high-rise buildings, small complexes, and single family homes) with his Masters in Social Work to effectively work with residents in addressing hoarding behaviors in a harm reduction model that meets the needs of proving safe housing, a safe community, and complies with fair housing.
Miley Flowers is the Supervisor of Service Coordination and Eviction Prevention Specialist for four subsidized housing buildings serving seniors and people with disabilities.She has been helping residents who struggle with hoarding for over 5 years and facilitates the evidence based workshop “Buried in Treasures” to help residents develop the skills needed to beat their hoarding issues.
2.Community Session – Maximizing Your Revenue: Pricing, Contract Structure and More – Greystone Communities
Outline new approaches for understanding your market to create a more dynamic pricing structure.
Learn how to translate pricing recommendations into contracts options that broaden your market.
Examine ways to test the financial feasibility of pricing and contract changes based on actuarial analyses.
Brad Straub primary responsibilities include the planning and financial structuring of senior living projects and implementation of Greystone financing programs.He has responsibility for coordinating Business Plan, Development Plan and Strategic Plan preparation and works with project finance teams in coordinating financing activities.Prior to joining Greystone in 2003, Mr. Straub was an associate consultant with Bain & Company where he provided strategy consulting, financial consulting and business improvement services to clients in a variety of industries.
3.HR – Changing Approaches to Diversity in the Workplace
Ms. Pollock will discuss a move away from traditional affinity groups towards a diversity model based on respect and inclusion.
Jillian Pollock is an attorney and shareholder at Buckley Law P.C. in Lake Oswego, Oregon.Her practice includes representing employers in federal and state court proceedings and in administrative proceedings. Her practice also includes employment counseling. Jillian is also a frequent speaker and author on employment law topics. She graduated summa cum laude from Gonzaga University School of Law and was an associate editor for the Gonzaga Law Review.
10:45 a.m. – 10:55 a.m. Break 10:55 a.m. – 11:55 a.m. Breakout sessions (see last page for possible education topics) 1. Outreach Session – Hoarding & Housing: Setting Up for Success– PART TWO
The conversation will continue with members of the Multnomah County Hoarding Task Force to get an overview of Hoarding Disorder and how advocates can assist individuals who display hoarding behavior to both save their housing and comply with their lease.Topics covered will include diagnostic criteria of Hoarding Disorder and why that matters to housing providers.We will also explore how Fair Housing and Reasonable Accommodations play a role in working with individuals who hoard.
Matthew Strickland, MSW combines over 10 years of experience in managing affordable housing ( Section 8 and Tax Credit including large high-rise buildings, small complexes, and single family homes) with his Masters in Social Work to effectively work with residents in addressing hoarding behaviors in a harm reduction model that meets the needs of proving safe housing, a safe community, and complies with fair housing.
Miley Flowers is the Supervisor of Service Coordination and Eviction Prevention Specialist for four subsidized housing buildings serving seniors and people with disabilities.She has been helping residents who struggle with hoarding for over 5 years and facilitates the evidence based workshop “Buried in Treasures” to help residents develop the skills needed to beat their hoarding issues.
2.Community Session –Masonic Community Mission Support through Spending from an Investment Portfolio – Mill Creek Advisory
This presentation will address how investors often look at history as a source of guidance about prospective returns on diversified investment portfolios that are often critical for support of Masonic communities’ missions. We will consider that beyond the expectation that stock prices will rise at an above-inflation rate across the long-term, equities also produce a rising rate of income (from cash dividends) over a long-term holding period which may influence how a diversified investment pool can provide support of Masonic communities’ missions. In the decade just completed, for example, cash dividends have risen at a +8.8% annualized rate. Interest income on bonds, conversely, has fallen at about a -4.5% annualized rate. Going forward from here, we project that both streams of income will rise across the next 10 years; interest income due to rising interest rates (and, therefore, rising coupons on bonds) and dividends higher with rising earnings (though with both earnings and dividend growth closer to 5-6% annualized). The presentation will address the likelihood that any Masonic Community which relies upon a portfolio that generates not just current income, but a rising rate of income will need to have an allocation to equities. We will further address why we favor “global equities” over U.S.-only equities because 1) they yield more, and 2) are less over-valued than are U.S. equities.
Thomas M. Chapin, CFA serves as the Chief Investment Officer at Mill Creek Capital Advisors, LLC, and is a Principal of the firm. Tom chairs the firm’s Investment Committee. Before joining MCCA in 2006, Tom was with The Vanguard Group, where he held a number of senior positions over a 21 year career. At Vanguard, Tom’s most recent responsibilities included oversight of firm-wide investment risks and on-going reviews of external sub-advisors and their investment compliance programs. Previously, Tom ran Vanguard’s $10 billion Stable Value Fixed Income Group and managed several of that unit’s institutional commingled and separate account products. Tom led a unit that provided asset allocation services and advice to endowments and foundations. Tom joined Vanguard as assistant to the founder and then Chairman John C. Bogle. Tom graduated from Dartmouth College and earned his MBA from that institution’s Amos Tuck School, where he was a Tuck Scholar. Tom is currently a Trustee and manages the investments for the Bennett Family Foundation and is on the Board of Directors of the Public Interest Law Center of Philadelphia. Tom is a Chartered Financial Analyst Charterholder.
3. Board – Governance versus Operations
Organizations are comprised of two parts: governance, which is the responsibility of the board of directors, and operations, which is the responsibility of management. While this seems like a very straightforward and easy concept, roles and responsibilities can become blurred creating confusion in an organization. This session will explore the dynamics in this important partnership between boards and management.
Barbara Ramsey joined the Masonic Home of Missouri in 2001 where she served as the Director of Outreach Services for 12 years.During this time, she played an integral role in the growth and evolution of the Masonic Home’s Outreach Program, which began as one financial assistance program.In addition, she was a key staff person in the transition of the Masonic Home from bricks and mortar to providing charitable assistance only through community-based Outreach Programs.In 2013, she became Executive Director of the Masonic Home and continued her focus on growing the Outreach Programs, providing a wider range of assistance and resources for the Missouri Masonic Membership, children, and veterans. The Masonic Home currently offers nine distinct Outreach Programs which do just that.Ms. Ramsey has a Bachelor of Arts in Psychology from Westminster College in Fulton, Missouri and a Masters in Public Administration from the University of Missouri in Columbia, Missouri.She is a member of the MCSA Board of Directors, where she is currently serving as Vice-Chairman.
Noon – 12:45 p.m.Lunch with Sponsors 12:45 p.m. – 1:00 p.m.LeadingAge Update – Nancy Hooks 1:00 p.m. – 2:00 p.m.General Session - Changing your culture and becoming a “Top Place” to Work.
The Masonic Homes of California engaged in an innovative, resident centered cultural change process that modeled our Masonic Values and Traditions. The creation of the Masonic Home Way empowered staff to use the core values of the Masonic Home to model ideal behavior, enhance engagement, provide efficient communication, and allow for immediate and effective service recovery.
By implementing the Masonic Home Way, the Masonic Homes in California not only instituted better ways to provide quality care, but also provided a critical opportunity to empower and engage staff. Take an in-depth look into history and creation of the Masonic Home Way, learn how to implement a similar program, and discuss the metrics used to measure the effects of successful staff engagement.
Gary Charland, J.D., President & CEO, Masonic Homes of California
Gary Charland has more than 25 years of experience in innovative and strategic health care leadership. Prior to joining the Masonic Homes, Mr. Charland served in various positions with the Washington Hospital Health Care System. He was instrumental in the formation and growth of the Washington Township Medical Foundation, served as the Chief of Physician Development and as the Executive Director of the Washington Outpatient Surgery Center. Charland was the former Chief Operating Officer of East Bay Medical Network/Bay Physicians Medical Group.
Joseph Pritchard has spent over 15 years working in the healthcare field. At the Masonic Home, he has been tasked with creating policies to ensure the highest levels of quality of care. His tenure at the Home began in 2014 as Healthcare Manager. He was soon asked to become Director of Memory Care where he was instrumental in the creation of the nationally recognized Compass Club Program. Currently, Joseph works with the executive team to guide the Homes through the every-changing clinical landscape. Dr. Pritchard also partners with various community organizations and serves as a Union City Senior Commissioner, Board member to LIFE Eldercare services, city representative to the Alameda Agency for Aging, and Chair of the Tri-City Dementia Friendly Taskforce.
As a Mason, Joseph understands the importance of the Masonic Homes, and looks forward to ensuring that Masons, for generations to come, can rely on the presence of the Masonic Homes of California to provide the highest level of support and care.
Judy Figueroa has worked at the Masonic Homes for the past 30 years. She has served as the Administrator and now the executive Director. Judy has identified and developed both senior and health programs to meet the needs of the aging population emphasizing on resident satisfaction, resident directed services honoring residents lifestyles and preferences, while promoting a safe and meaningful environment.
Judy is a Licensed Vocational Nurse and also has her teaching credentials. She has taught at Mt San Antonio college, Queen of the Valley Hospital, American Red Cross and the American heart Association. Judy served on the Leading Age of California legislation Board, American Housing Association for the aging and the California Nursing Association.
For the past two years, Judy has been involved with the development and the implementation of the Masonic Home Way.
2:00 p.m. – 2:30 p.m.Dessert Break 2:30 p.m. – 3:30 p.m.
1.Community Session – Product Diversification to Remain Relevant and Profitable in an Evolving Marketplace
The session will highlight the risks and rewards of product diversification to remain relevant in the marketplace. We’ll share the case study of WhiteStone: A Masonic and Eastern Star Community to demonstrate how its repositioning project allowed the community to successfully emerge from the project’s Phase I with a healthy cash position necessary to launch its Phase II redevelopment in 2017. Following the anticipated completion of Phase II in 2020, Whitestone will have a right-sized campus featuring less skilled beds and, with the addition of AL beds, a full continuum of care.
Mark Kolada and Michael Eaton, who provide oversight for the community and were the on-site operations and marketing team during Phase I, will share how changes in the marketplace led to the eventual turnaround story. Todd Shaw, project director for the redevelopment, will share the plans for the ongoing evolution of WhiteStone, from Phase II to the planned Phase III and beyond. The audience will also hear about planning considerations, including how the team managed a seamless transition without burdening the staff and residents during construction.
Mark Kolada has been in the senior living field for over 20 years. Mark joined LCS in 2005 as part of the professional development program and started at Mason Christian Village in Mason, Ohio. Mark then served as interim administrator for Sumner on Ridgewood in Copley, Ohio before becoming the executive director at WhiteStone: A Masonic and Eastern Star Community in 2006. In 2018, Mark was promoted to Director of Operations Management and has oversight of six communities located North Carolina, South Carolina, Georgia and Florida.
Mark is currently on the board of directors of LeadingAge North Carolina. Mark has been president of the Masonic Communities and Services Association, as well as chair of board of visitors for the Health and Human Sciences Department at University of North Carolina at Greensboro.
Mark is a licensed Nursing Home Administrator in Ohio and North Carolina and possesses a Bachelor of Arts degree from the University of Manitoba, as well as a Master of Gerontology from Miami University in Ohio.
Michael Eaton has been in sales and marketing in the senior living industry since 2003. He became affiliated with Life Care Services in 2007 when he became the Marketing Director at WhiteStone: A Masonic & Eastern Star Community in Greensboro, NC. Michael became a Regional Marketing and Sales director with Life Care Services in July of 2011. He attended Appalachian State University with a double major of B.S. Marketing and B.A. Advertising in 1998.
Todd Shaw is Director of Development Services for LCS Development.Todd is responsible for both new development, and expansion and repositioning projects.In this role, he manages all aspects of the development process and the project team, including planning, coordination and construction oversight.He works closely with market research, architects, regulatory officials, sponsoring boards, attorneys, lenders, interior design firms, construction companies, and operations management.Todd also directs the Master Planning engagements for LCS Development.
Todd joined LCS in 2015.He has over 25 years of experience in the real estate development industry, including acquisition and disposition; entitlement; market assessment; financial analysis; negotiation and structuring of equity and debt arrangements; coordination of development and construction teams; sales and marketing; lease-up; and operations.
He holds a bachelor’s degree in business management from the University of Oklahoma and a Master of Business Administration from Southern Methodist University.
2. HR – Ethics and Success in Senior Housing – Dave Fryday
Making the right decisions in management of Masonic senior housing properties is partly art and partly science. Ethical decisions and methods have led to better management and fiduciary responsibility. Setting and implementing achievable goals based on the latest data and trends will help prepare for the future. Mr. Fryday brings 25 years of senior housing appraisal and market study experience to bear on the discussion about an industry that continues to evolve. The best years are ahead for us if we utilize the information available.
Dave Fryday entered the commercial real estate appraisal industry in 1994, specializing in seniors housing and hospitality properties. Property types he has appraised included continuum of care retirement centers, independent living residences, assisted living residences, memory care residences, nursing homes, adult foster homes for the elderly, motels and hotels, flex office/warehouse, vacant land, and adult foster homes. Other property types appraised included child daycare centers, truck and trailer rental centers and shopping centers. Mr. Fryday is licensed general certified appraiser in the states of Oregon, California, Colorado, Arizona, and Washington, and has performed assignments in over 30 states. He appeared as an expert witness in the US Bankruptcy Court in Missoula, Montana; Snohomish County Superior Court, Everett, Washington; and Orange County Assessment Appeals Board, Santa Ana, California. Mr. Fryday is a member of the Board of Governors of the Shiners Hospital for Children in Portland, Oregon. He is a past Grand Master of Ancient Free and Accepted Masons in Oregon (2013-14), and Chairman of the Jennings McCall Home Board (2014-2015).
3:30 p.m. – 4:00 p.m.Free Time to Change and Board Bus for Bridal Veil Lakes Event
Sponsor Booth Break Down
4:00 p.m. – 4:15 p.m.Buses load
4:15 p.m. – 5:30 p.m.Buses Travel 5:30 p.m. – 8:00 p.m.Dinner and Event at Bridal Veil 8:00 p.m. – 9:00 p.m.Buses Travel Back to Hotel 9:00 p.m. – 11:00 p.m.Hospitality
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Start:
2019-06-23T15:00:00-07:00
End:
2019-06-25T23:00:00-07:00
Category
Business
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TUESDAY - "GLAMPING" EVENT AND DINNER
100.0
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Guest Registration
200.0
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Additonal Member Registration
300.0
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First Member Registration
400.0
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Additional Sponsor Registration
450.0
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Non-Member Registration
500.0
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