Senior Housing Summit


Senior Housing Summit
Thursday, October 25, 2018
8:00 AM - 12:00 PM Program
Golden Valley Country Club
7001 Golden Valley, Golden Valley, Minnesota 55427, USA

7:55 AM Welcome & Introductions
Emcee: Jonathan Lundberg,
President & CEO, Ebenezer

8:00 The Climate of Senior Housing
Barry ZeVan,
Iconic MN Meteorologist

8:10 AM 2018 Senior Housing State of the Market
Moderator: Jonathan Lundberg,
President & CEO, Ebenezer
Kari Thurlow, Senior Vice President of Advocacy, LeadingAge Minnesota
Matt Mullins, Vice President, Maxfield Research
• What is the current inventory and what is our market capacity?
• Population trends and how that impacts future senior housing needs
• What types of new projects are in various stages of development?
• Senior housing regulatory update
• Non-Profits acting like Non-Profits – It’s a thing of the past
• Workforce recruitment issues impacting the industry

8:50 AM Development, Design & Architectural Trends Impacting the Senior Housing Market 
Moderator: Jill Nokleby-Kaiser
, Director of Housing Development, Ebenezer
Joyce Stupnik, Partner, bdh+young
Ray Oborn, Executive Vice President, United Properties
Pat Barrett, Executive Vice President, Oppidan Investment Company
Chris Palkowitsch, Associate Partner, BKV Group
Greg Anderson, President/CEO, Anderson Companies
Peter Vickerman, City Planner, City of Maple Grove
• Finding the ideal location – site selection process
• The process of working with cities to get deals done
• Senior housing design trends developers need to consider
• How to avoid common pitfalls that negatively impact your project
• The importance of partnering with a reputable operator
• Future development & construction trends
• How architectural and design trends are impacting the senior housing market

10:00 AM Break & Networking

10:10 AM Capital Market Strategies and Solutions for your next project
Moderator: Todd Willett,
CFO, Ebenezer
Kurt Apfelbacher, Senior Vice President, Dougherty Company LLC/Dougherty Mortgage LLC
Sharon Thole, Director, Love Funding
Tony Hallada, Managing Principal, Clifton Larson Allen Wealth 
Michelle Kelly, Senior Vice President Investments, National Health Investors REIT
• Raising equity for your next senior housing project
• What is the outlook in 2019 for lenders?
• Funds and REIT’s outlook on the senior housing market
• How to make affordable senior housing work?
• Who is lending and what are the current requirements to secure debt & equity
• Tax credits and HUD financing solutions

11:05 AM Future Trends Impacting the Senior Housing Industry
Moderator: Susan Farr,
Vice President, Ebenezer
Angela Booher, Director of Care Transitions, Fairview Health System
Mari Strong, Chaplain, The Fountains At Hosanna!
Lynn Whitlock, New Developments Sales Consultant, Ebenezer
Theresa Quast, BSN, AL Health Services Specialist, Ebenezer
Susan Carlson Weinberg, Retired Director of Real Estate, U of MN
• Connecting with a local hospital or clinic – why this is critical
• What has been the impact of churches and other non-profits 
• Understanding the impact of the active independent 55+ market
• Understanding specialty care: Alzheimer’s, Dementia, Parkinson’s and other needs
• What are the amenities that seniors are seeking today?
• Looking at other industries for ideas that will change the way we build senior housing
• What are the biggest opportunities in the senior housing market
• The importance of community connection from start to finish
• The benefits of intergenerational programs

12:00 PM Adjourn & Networking

Senior Housing Summit


  • When

  • Thursday, October 25, 2018
    8:00 AM - 12:00 PM
    Central Time

  • Where

  • Golden Valley Country Club
    7001 Golden Valley
    Golden Valley, Minnesota 55427

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