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Leading Age EXPO in Indianapolis

Sunday, October 23, 2016

Retirement Dynamics will be part of two presentations during the Leading Age Annual Meeting and EXPO in Indianapolis from October 30 - November 2. The theme of this year's gathering is "Be The Difference". The Annual Meeting & EXPO is not just any aging services meeting.  It’s a chance to connect with thousands who share your passion and commitment to improving the lives of those we serve. It’s a time to learn new strategies or find new suppliers to help you achieve better outcomes with fewer resources. Retirement Dynamics is proud to be part of two presentations during the conference. We hope you'll join us.

Indianapolis-IN-SkylineThe STOP Strategy for Growth: Deciding What to Abandon

Monday, Oct 31 - 8:30 -10:00 a.m. - Session 40-B:

  • Recognize how the evolution of markets requires an exit strategy in order to decide where and how to grow.
  • Hear the approaches used by senior living providers to alleviate the tensions between mission and growth during and after divesting.
  • Examine ways to determine what to stop doing in order to tap into new opportunities for mission advancement.


  •  Tad Melton • Director, Ziegler, Glen Allen, VA
  • Ben Unkle • President & CEO, Westminster-Canterbury on Chesapeake Bay, Virginia Beach, VA
  • Tim Webster • President and CEO, Presbyterian Homes, Inc., Colfax, NC

Integrating a Life Plan Community With Life Plan at Home

Wednesday, November 2 - 2:00 - 3:30 p.m. - Session 58-H:

  • Discover the advantages and disadvantages of an integrated approach to marketing a life plan community and an at home program.
  • Assess the operational challenges as well as potential synergies of regularly bringing at home members into the community.
  • Learn how to use actuarial data to monitor the financial impact of merging a life plan community with an at home program.


  •  Brad D. Paulis • Partner, Continuing Care Actuaries (formerly CCRC Actuaries), Reisterstown, MD
  • Renee Bernasconi • Chief Strategy Officer, Senior VP, Marketing & Communications, Seabury, Bloomfield, CT
  • Jennifer Drago • Executive Vice President, Population Health, Sun Health, Surprise, AZ

Download the informational flier

Register for the conference

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