Tag Archives: non-profit

LeadingAge

Greystone Will Lead Strategic Planning Zone at PEAK Summit

LeadingAge’s PEAK Leadership Summit is an event that caters to senior living executives and agenda-setters. This Summit is a place where non-profit leaders can talk strategy, address industry challenges and share ideas about seizing future opportunities.

During the BaseCamp portion of PEAK, Greystone will serve as the leader of Zone 3: Strategic Planning and Partnerships. This Zone will feature video interviews with non-profit senior living CEOs who share their thoughts on a wide range of issues that are relevant and urgent today. After each video segment, Greystone team members will facilitate a discussion among attendees as we share ideas and best practices for moving organizations forward and growing their missions.

Here’s a look at our agenda for the 2017 LeadingAge PEAK Leadership Summit, taking place March 19–22 in Washington, DC:


Monday, March 20

10 a.m. — Making Your Mission Come Alive: Your organization’s mission should make your communities distinct and uniquely attractive in their markets. Non-profit providers have traditionally promised to deliver social, spiritual and physical security and peace of mind to residents and their families. When those promises are fulfilled, missions catch fire and allow for growth. Are your communities in a position to deliver on their mission-based promises?

10:45 a.m. — The Non-Profit Advantage: People want to be associated with organizations that create meaning. That goes for your residents and their families, as well as your staff and employees. As a non-profit provider, you have a tremendous story to tell, but getting all members of your organization to consistently and effectively communicate that story is incredibly challenging. Are you sharing your story in a way that articulates the benefits and advantages of choosing a non-profit provider?

11:30 a.m. — Growth: Your Defined Strategic Target: Why grow with a laser-focus on your organization’s mission-driven objectives? Because growth delivers more opportunities to your organization and the people it employees. Because growth helps protect your market from competition. And because growth gives you the scale needed to maximize your impact on senior lives. If non-profits choose to pass on today’s growth opportunities, they are choosing to cede that opportunity to other providers. What’s your plan for growth?

12:15 p.m. — Leadership: Driving Your Team to a Common Goal: Non-profit senior living teams are full of smart people who see their work as a true calling. Our industry needs sacrificial leaders who are willing and able to harness this intelligent and motivated workforce in moving our industry forward. Today’s effective senior living leaders are creating and sharing mission-based visions, acquiring the talent needed to achieve those visions, and promoting the idea that all team members have a voice — and that the best idea, answer or solution always wins the day. Are your people empowered to move your organization forward?


Tuesday, March 21

10 a.m. — Competition: Thriving in Your Markets: The influx of for-profit senior living providers in markets across the country is unmistakable. Not only are these for-profit providers competing for non-profit market share, they are also competing for non-profit messaging — consumers are having an increasingly difficult time differentiating between non-profit and for-profit providers. How will your organization stand out in the markets it serves?

10:45 a.m. — Mission AND Margin: Non-profit senior living communities are simultaneously businesses and missions. Rather than competing, these two roles work best in tandem. That is, it’s mission and margin rather than mission versus margin. The stronger a business model and the stronger an organization’s bottom line, the greater the impact that organization can make through execution and expansion of its mission. Are you strengthening your organization’s mission through stronger margin?

11:30 a.m. — Workforce and Talent Development: The future of senior living rests in the hands of all of us — the types of leaders who gather for PEAK. If you could wave a magic wand and create any type of future you want for your organization and the senior living industry at large, what type of future would you create?


This is Greystone’s second year to serve as Zone Champion for Strategic Planning and Partnerships. See photos from last year in the gallery below. Learn more about the 2017 LeadingAge PEAK Leadership Summit.

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UCF

UCF Secures BANs Financing for Legacy Pointe Project

The University of Central Florida has secured nearly $14 million in financing for Legacy Pointe at UCF, a Life Plan Community proposed for 43.52 acres just a mile northeast of campus in Oviedo. The financing arrived in December 2016 via bond anticipation notes (BANs) underwritten by Ziegler.

Legacy Pointe at UCF is expected to include 126 independent living units, 30 independent living cottages, 48 assisted living units, 32 memory support suites and 48 skilled nursing beds. Construction should begin in early 2019 with the project scheduled for completion and opening in summer of 2020.

Greystone is serving as development consultant on the Legacy Pointe project. See renderings of the planned community in the gallery below.

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LeadingAge

Connect With Greystone at the 2016 LeadingAge Annual Meeting

The LeadingAge Annual Meeting and Expo is less than a month away, and non-profit providers are looking forward to this opportunity to learn, network and assess where we stand as an industry.

This year’s Annual Meeting runs from Oct. 30 to Nov. 2 in Indianapolis. As a LeadingAge Gold Partner, Greystone will be an active participant with speakers in five education sessions and an Expo booth where you can stop by to visit with us or get more information about our services.

We’ll also pose a question to our booth visitors this year: If you had a magic wand, what one thing would you change about the senior living industry? We’ll capture your responses and share them as a follow-up to our time together in Indianapolis.

Here’s a look at when and where you can connect with Greystone:

Sunday, Oct. 30, 2016

General Session: Charles Duhigg on The Science of Productivity, 1 to 2:45 p.m.
Greystone’s Mark Andrews will introduce Mr. Duhigg and reflect on what LeadingAge’s Be the Difference mantra has meant to Greystone and its clients.

Monday, October 31, 2016

Education Session 61-B: Experience-Based Senior Living: The Pinnacle of Hospitality, 8:30 to 10 a.m.
Speakers: Jud Severns, Executive Director, The Terraces of Boise, Boise, ID; Jo Ann Mulligan, Resident Council President, Santa Marta, Olathe, KS; David Keaton, Corporate Vice President, Operations Management Services, Greystone, Irving, TX; Jeanne Thomas, Resident, The Terraces of Boise, Boise, ID.

Education Session 67-C: When New Meets Old: Marketing Repositioned Projects, 3:30 to 5 p.m.
Speakers: Bruce Shogren, President/CEO, Presbyterian Manors of Mid-America, Inc., Wichita, KS; Mary Jane Fitts, Corporate Vice President, Greystone, Irving, TX; Jim Glynn, Principal, GlynnDevins Advertising and Marketing, Overland Park, KS; Jill Coleman, Presbyterian Manors of Mid-America, Inc., Wichita, KS.

Tuesday, November 1, 2016

Education Session 46-D: Purpose-Driven Business: Aligning Mission and Financial Outcomes, 8:30 to 10 a.m.
Speakers: Wayne Olson, Executive Vice President of Healthcare Operations & Development, Volunteers of America Health Services, Eden Prairie, MN; Stuart Jackson, Senior Vice President, Greystone, Irving, TX; John Spooner, Co-CEO, Greystone, Irving, TX; Mark Andrews, Co-CEO, Greystone, Irving, TX.

Wednesday, November 2, 2016

Education Session 97-F: Managing Challenges Through Redevelopment and Expansion, 8:30 to 10 a.m.
Speakers: Robert Green, Senior Vice President, Greystone, Irving, TX; Dave McDowell, Senior Vice President, Greystone, Irving, TX; Russell Mauk, Vice President, Design, Construction & Redevelopment, American Baptist Homes of the West, Pleasanton, CA; Matt Aubé, Manager, Greystone Communities, Inc., Irving, TX.

Education Session 54-G: Cracking the Nut: New Solutions to Address the Middle Market, 12 to 1:30 p.m.
Speakers: Ron Jennette, President & CEO, Methodist Retirement Communities, The Woodlands, TX; Leslie Moldow, Principal, Perkins Eastman, San Francisco, CA; Brad Straub, Senior Vice President, Greystone, Irving, TX; Dan Hutson, VP, Communications & Marketing, be.group, Glendale, CA.

The LeadingAge Expo:

Visit Greystone at Booth No. 2624 at the following times:
12 to 3:30 p.m. on Monday, Oct. 31
12 to 3:30 p.m. on Tuesday, Nov. 1
9:45 a.m. to 12 p.m. on Wednesday, Nov. 2

See highlight’s from last year’s LeadingAge Annual Meeting and Expo in Boston:

Indianapolis

MHKY Logo

Growth Continues at Masonic Homes of Kentucky

Louisville’s finest life plan community continues to grow thanks to a stellar brand reputation, strong demand and a mission that seeks to provide outstanding senior living options.

Masonic Homes of Kentucky broke ground this month on The Meadow, a 122-unit independent living community that will include an 80-seat movie theater, a 300-seat performance space, a café and other amenities.

“When we take on a project like The Meadow, we do so with our key values in mind: growth, innovation, remarkable service and passion above all,” said MHKY President and CEO Gary Marsh in an Insider Louisville story.

The Meadow is nearing 90 percent in presales, which is the same marketing success that MHKY has enjoyed with previous projects on its 82-acre Louisville campus. An upcoming bond issue is expected to finance the $44 million needed for The Meadow plus an additional $14 million for Grove Pointe, an assisted living center also planned for MHKY’s Louisville campus.

Greystone is serving as marketing and development consultant on The Meadow project. Other project team members include Reese Design Collaborative, Paul Mattingly/Congleton-Hacker Constructors and AG Architecture.

See the groundbreaking ceremony using the video player below.

Learn more about Masonic Homes of Kentucky.

The Meadows

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Video: 10 Ideas From The Greystone Event 2016

The Greystone Event 2016 featured speakers from across the senior living industry sharing messages relevant and helpful to today’s providers. We pulled out some of the ideas shared at this year’s Event and edited them into a brief highlight video.

See the highlights using the video player below:

 

  1. The Senior Living Landscape is Shifting (Mark Andrews, Greystone)
  2. We Must Change the Perception of Senior Living (John Spooner, Greystone)
  3. Demand is Skyrocketing Across Levels of Care (Stuart Jackson, Greystone)
  4. Non-Profits Must Accelerate Their Pace (Mary Munoz, Ziegler and Diane Hood, Mary’s Woods at Marylhurst)
  5. Mission Drives Affiliation (John Cochrane, Cornerstone Affiliates)
  6. Strength, Balance and Proximity Make Affiliation Work (Randy Stamper, ABHOW)
  7. Serving the Middle Market Requires Discipline (Bud Green, Greystone)
  8. Design Supports Culture (Sue Plasterr, Greystone)
  9. Celebrate With Prospects (Mary Jane Fitts, Greystone)
  10. We’re in This Together (Diane Hood, Mary’s Woods at Marylhurst)

 

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Update: See the Agenda for The Greystone Event 2016

The agenda is now available for The Greystone Event 2016, taking place July 13–15 at the Four Seasons Resort and Club Dallas at Las Colinas. Here’s a look at this year’s collection of topics relevant to today’s changing environment as well as speakers who have the experience and knowledge to address them:


Lead, Plan, Act: Become a Growing Provider in a Growing Industry


Wednesday, July 13

Welcome Reception


Thursday, July 14

Welcome and Introduction: Mark Andrews (Greystone)

The Shape of Things to Come? John Spooner (Greystone)

The Big Merger—Driving Mission and Leadership: John Cochrane (Cornerstone Affiliates), Randy Stamper (ABHOW)

Moving Intentionally, Advancing Intentionally: Diane Hood (Mary’s Woods at Marylhurst), Stuart Jackson (Greystone)

The Bigger Question: How to Serve the Middle Market: Brad Straub (Greystone), Robert Green (Greystone), Patt Brewster (Greystone)


Friday, July 15

Welcome and Recognizing Excellence—The 2016 Greystone Diamond Awards: Jim Knox (Greystone)

Why the For-Profits are not Afraid of Non-Profits and Why Non-Profits Should be Afraid of For-Profits: Mary Munoz (Ziegler)

Unraveling Health Care’s “Resident Centered” Puzzle—Design, Mix, Program and Price: Sue Plasterr (Greystone), Mindy Cheek (Greystone), Kristi Cavrich (Greystone)

Resident Pricing That Rocks: Tricia Mackin (Greystone), Matt Aubè (Greystone)

Selling New and Old—Expanding and Keeping Full: Mary Jane Fitts (Greystone), Sharon Hutson (Greystone), Teri Lock (Greystone)

Driving Organizational Strategic Thinking: Kassi Shaw (Greystone), Kevin Bedford (Greystone), Tom Keegan (Greystone)

Key Factors in Driving Success for Today’s Operating Communities: Harold Weyand (Greystone), Steve Ailey (Greystone), Andrew Leech (Greystone)

Closing Remarks: Mark Andrews (Greystone)


Contact us if you’re interested in attending The Greystone Event 2016. See highlights from last year’s Event, or see photos in the gallery below.

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Coming in July: The Greystone Event 2016

Mark your calendars for July 13–15 when The Greystone Event 2016 returns to the Four Seasons Resort and Club Dallas at Las Colinas. Each summer, The Greystone Event serves as a mid-year opportunity for senior living professionals to gather for education sessions, mutual learning, networking and social events. This year’s Event will be no different.

Contact us if you’re interested in attending The Greystone Event 2016. See highlights from last year’s Event using the video player below, and read more in our follow-up from the 2015 gathering.

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See What’s Happening at Sales Adventure 2016

Sales Adventure is Greystone’s annual meeting and conference for community marketers from around the country. Each year’s Sales Adventure includes education sessions given by leading senior living professionals, small breakout groups and workshop-style time, networking opportunities and social events. Sales Adventure 2016, which starts this week, will be no different.

Here’s a look at the agenda for Sales Adventure 2016:


Thursday, April 28

General Session: Keynote Speaker (Dave Martin)

General Session: Inside Out: The Value of Self-Discovery in Leadership (Merna Smith)

General Session: Baker Communications (Baker Communications)

General Session: The Power of Words, Part 2 (Bruce Byers)

Independent Living Breakout Session: Recovering From Lead Fatigue (Bluespire Senior Living, Teri Lock)

Health Care Breakout Session: Stand Out Among the Clutter! (Mindy Cheek)

Independent Living Breakout Session: Capitalizing on Technology to Illuminate the “WOW” (Tricia Mackin)

Health Care Breakout Session: First Impressions Matter (Sharon Hutson)

Independent Living Breakout Session: Breaking Tradition: Selling to Savvy Seniors (Mary Jane Fitts)

Health Care Breakout Session: Peace, Love and Me: Getting Inside the Head of an Adult Child (Patt Brewster)


Friday, April 29

General Session: Keynote Speaker (AmyK)

General Session: Panel Discussion: Residents, Who and What Influences Their Decisions (ACI/Resident Panel)

General Session: Are You Up for the Challenge? (John Spooner)


See a special Sales Adventure message from keynote speak AmyK in using the video player below.

See a recap and photos from Sales Adventure 2015.

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The 2016 ZGES Survey: Insights From Senior Living Executives

The 2016 Ziegler Greystone Executive Symposium welcomed senior living leaders from around the country March 2 to 4 in New Orleans, La. This year’s event addressed current and relevant trends and topics including:

  • Transforming Business Models
  • Accessing Capital to Finance Change
  • Repositioning for Comparative Advantage
  • Creating Urgency in Marketing
  • Mission-Driven Business Outcomes
  • Planning for Growth
  • More

In addition to these sessions, attendees took part in the annual ZGES Survey of Industry Trends. This survey seeks to capture the current mood of non-profit providers, including what their organizations are doing in response to their local environments. It’s always fascinating to see how the responses change year-over-year, providing a look at the trajectory of senior living as given by top executives from leading organizations.

Here are a few key findings from this year’s survey:

The Respondents: 23 organizations completed a survey, including 14 single-site organizations and one that has yet to develop a community.

Economic Outlook: 41 percent of respondents are more optimistic about the economic outlook compared to last year, while 55 percent remain unchanged in their optimism.

Real Estate Market: 17 of 23 respondents see the real estate market as strong, while three see it as excellent.

Sales Incentives: 59 percent of respondents are continuing with existing sales incentives, while 27 percent have scaled back. By comparison, only 10 percent of respondents had scaled back sales incentives in 2015.

Current Threats: The most significant threats as seen by these providers are the regulatory environment and reimbursement changes, followed by for-profit competition and operating costs.

For-Profit Competition: 78 percent of respondents indicate that for-profit investment in their markets has increased from last year.

Occupancy Concerns: Providers are less concerned about independent living occupancy and more concerned about assisted living and memory support occupany.

Succession Planning: 78 percent of respondents anticipate succession in the next 10 years, but 57 percent of respondents currently have no succession plans in place.

Growth Plans: 21 of 23 respondents are currently planning a redevelopment or expansion.

Growth Readiness: 12 of 23 respondents say they are actively planning for new opportunities and that their boards are ready, while 8 of 23 are currently focusing on existing campuses.

Types of Growth Initiatives: 19 of 23 organizations are considering multiple growth initiatives.

The Next Three Years: In the next three years, 10 respondents are looking at new development, 16 at expansion of an existing campus, and 10 at redevelopment of an existing community.

Investment Constraints: Access to a quality site and capital market requirements are the most common constraints to investment, followed by staff time and pre-finance funding.

Contact us if you’d like to participate in the 2017 Ziegler Greystone Executive Symposium.

See the full presentation report of this year’s survey findings.

2016 ZGES Survey_Page_18

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Greystone’s Sessions at the 2016 LeadingAge PEAK Summit

Greystone was proud to serve as host of Zone 3: Strategic Planning and Partnerships at the 2016 LeadingAge PEAK Summit. Over the course of one day, team members and guest speakers shared about what non-profit organizations are doing to prepare for the next generation of seniors and to ensure that their missions remain relevant and useful to their constituents.

Did you miss any of these six sessions? Fill out the information below to get video of and slides from Greystone’s sessions at the 2016 LeadingAge PEAK Summit:

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