2026 Finance Strategy Workshop

March 12, 2026 | 9AM - 3:30PM | Quest Conference Center

Senior living organizations are operating amid changing insurance and financing models, with growing pressure to adjust long-term financial assumptions. This one-day program convenes finance leaders from Ohio, Indiana, and Kentucky for focused discussion of national senior living trends and their implications for nonprofit providers. Designed for finance professionals, the session centers on concrete approaches to long-range planning in an increasingly complex operating environment.

$150 Member Pricing | $300 Non Member Pricing

Agenda:

8:30AM - Check In and continental breakfast begins

9:00- Welcome - LeadingAge Ohio will welcome attendees and set the stage for the day.

9:15AM - State of Senior Living - This opening session grounds the day in current national research and trends affecting senior living providers. Ziegler presenters will examine demographic shifts, emerging care models, partnerships and affiliations, growth approaches, and mounting expense pressures—including workforce costs—setting a clear context for the local examples and discussions that follow.

10:00AM - Deeper Dive into Cyber Security - This session will examine how cybersecurity must be embedded into organizational culture and daily operations. Speakers from First American will outline concrete ways senior living providers can strengthen internal practices and remain protected as technology and risk continue to change in the year ahead.

11:00 - Break

11:15AM - Creative Construction Strategies in a World of High Cost - As construction costs rise nationwide, senior living and care providers are rethinking how projects are planned, financed, and delivered. This session explores strategies for right-sizing projects and navigating the design process to stay on schedule and on budget. Topics include prefabrication, repositioning existing assets, and alternative financing and joint-venture structures to manage cost escalation, regional variability, and timelines across middle-market and luxury settings—without compromising quality or the resident experience.

12:15PM - Networking Lunch

1:00PM - Growth Strategy (Member Section) - Community First Solutions of Hamilton, Ohio expanded its presence in southwest Ohio through the acquisition of three communities and a separate management contract over a period of __ months. The case study focuses on financial due diligence, capital strategy, and governance considerations that guided decision-making at each stage of growth. Participants will leave with practical takeaways on managing risk, aligning growth with mission, and positioning nonprofit organizations for sustainable regional expansion.

2:00PM - Break

2:15PM - Breakout Session: Small & Single Site Organizations and Multi Site Organizations - This interactive breakout creates space for candid peer exchange among small and single-site providers as well as multi-site organizations. Participants will compare operational challenges, staffing models, and growth pressures with colleagues facing similar scale and complexity. The session is designed to surface practical ideas and shared problem-solving that participants can take back to their organizations immediately.

3:15PM - Reflection/Next Steps/Wrap Up

3:30PM - Adjourn

CE Information to follow.