2025 CFO Conference: Unlocking Opportunities for Growth

March 27, 2025 | 9AM - 3:30PM | Quest Conference Center

$150 Member Pricing | $300 Non Member Pricing

Senior living is changing rapidly, especially as we realize a new insurance market. Get ready to grow as you join your peers across the state for a day of finance and strategy as experts discuss the latest national trends and research on senior living; what’s happening with managed care plans, Medicare Advantage, and the payor mix; and an overview of the state of the insurance sector. The comprehensive day will inform finance professionals of innovations, ROI strategies, and how to advance in this fast-changing environment. 

Agenda for the Day:

9:00AM - LeadingAge Ohio will welcome attendees and set the stage for the day. (Susan Wallace, President and CEO | LeadingAge Ohio)

9:15AM - State of Senior Living (Tom Meyers, Sr. Managing Director | Ziegler) - This opening session will provide attendees with an overview of the latest national trends and research on senior living. Ziegler experts will share national, state and regional examples of demographic trends, new care models, partnership and affiliation, growth strategies and expense pressures, including ways senior living providers are coping with escalating workforce costs. The trends shared in this presentation will help to frame the sessions for the rest of the day, offering the larger context in which local innovations are nested.

10:00AM - Navigating Managed Medicaid: A CFO’s Guide to Value-Based Care with Radiant Alliance (Rich Marshall, MBA, President and CEO | Genacross Lutheran Services, Anthony Evans, BSN, President of Pure Healthcare and Executive Vice President | Ohio's Hospice, Dwayne Dabbs, MBA, Senior Director, Community Transformation | CareSource) - As Managed Medicaid evolves, senior living providers face the dual challenge of adapting to value-based payment models while maintaining financial sustainability. This session, presented by members of the Radiant Alliance and CareSource, provides CFOs with a roadmap for transitioning from fee-for-service to risk-based arrangements. Attendees will explore the HCP-LAN Category Model and its practical applications, featuring case studies from Radiant’s partnerships with CareSource. Learn how Radiant Alliance empowers providers to navigate Managed Medicaid, align strategies with organizational goals, and thrive in a changing landscape.

11:00AM - Break

11:15AM - Understanding Medicare Advantage & Payor Mix Impacts on Ohio Nursing Homes (Deb Emerson, CPA, RAC-CTA | CLA) - Ohio is at the front edge of states nationwide in terms of Medicare Advantage penetration, and the new administration in Washington is likely to double-down on managed care as a cost-containment measure, further accelerating this trend. In this session, attendees will learn what strategies their competitors are employing to get ahead with MA plans and what opportunities exist amid the pitfalls.

12:15PM - Networking lunch

1:00PM - Navigating the New Insurance Market (Randy Renn, MBA, CEO | Caring Communities, Jake Pease, CIC, CEAL, CEHCH, Vice President | MarshMcLennan Agency, Tim Marek, ARM, CPCU Director - Senior Living | Church Mutual Insurance Company) - The cost of climate-driven crises compounded by rising cost of construction has led insurance markets to recalibrate pricing and pass these costs on to their clients: YOU. In this session, Caring Communities CEO Randy Renn will provide a state of the insurance sector before panelists share their strategies for senior living operators, including data-driven pricing models and innovations that are spilling over from consumer to commercial markets.

2:00 - Break

2:15PM - Tax Industry Update (Samantha Becker, CPA, Tax Principal and Amy Ciminello, CPA, MT, Partner | Plante Moran) - The wave of change through potential tax policy... what are we hearing, what is the process, how to plan in an uncertain environment of federal administrative changes and orders. This session will host a discussion on the tax policy focuses that may impact nonprofits and healthcare entities. Your speakers will discuss the current situation and their experiences working through uncertainty with nonprofit clients and tax-exemption status challenges. They will also discuss IRS operations and expected changes amid federal cuts.

3:15PM - Reflection/Next Steps/Wrap Up (Susan Wallace, President and CEO | LeadingAge Ohio)

3:30PM - Adjournment

Continuing Education

5.0 clock hours will be awarded upon successful completion.

6.0 CPE hours will be awarded upon successful completion.

Criteria for successful completion: Attendance at entire event.

LeadingAge Ohio is an approved provider by the Board of Executives of Long Term Services and Supports. Core of knowledge subject areas: Operations; Leadership and Strategy.

As stated in the Ohio Administrative Code Rule 4723-14-05, education that has been approved by a board or an agency that regulates a health care profession in Ohio or another jurisdiction is an acceptable option to meet nursing continuing education requirements.

LeadingAge Ohio is an approved CPE Sponsor from the Accountancy Board of Ohio, CPE.379, expiration date:5.31.2025.

Substitution and Cancellation Policy: Substitutions, in writing, are welcome at no additional cost. Cancellations received by two calendar weeks prior to event date will be fully refunded. Cancellations received between 7 and 13 days prior to the event date will be refunded minus a $40 processing fee. No refunds will be issued 6 or fewer days prior to the event date.

Participants have 10 days from date of events to complete course, including obtaining education certificate.