Speakers

Meet the Senior Living Leadership Summit educational program speakers.
Educational programming will take place Tuesday, December 7 and Wednesday, December 8.

James Rhee

Impact Entrepreneur, CEO and Investor; Former Chairman and CEO, Ashley Stewart

Rhee, James_clipped square
Changing the Brand and the Brain
Tuesday, December 7, 8:30-9:30 AM

James lives a life focused on multi-dimensional transformation, the intersection of capital and race/- gender, and values-based investing and leadership. He has achieved success within multiple industries and communities, and he leverages these connections and learnings to help others be their best selves by encouraging the formation of unusual alliances amongst seemingly disparate ideas and peoples.

He has managed billions of dollars of capital at elite institutions, and his investment platform, FirePine Group (founded in 2009), has stewarded the capital of some of the world’s most sophisticated inves- tors. In 2013, James challenged orthodoxy by parachuting into an insolvent Ashley Stewart as CEO, a retailer that had quietly served plus-sized, Black women in neighborhoods across the country since 1991. While fighting against crippling odds, ridicule and adversity, James authored and led a comple- ment of marketing, philosophical, and mathematical changes that challenged societal conventions and simultaneously transformed a twice-bankrupt, insolvent brick-and-mortar retailer with decades of operating losses (and no Wi-Fi!) into a cutting-edge industry leader. His inspirational and metaphoric story has been featured in media outlets such as the Good Business Issue of Bloomberg BusinessWeek, Harvard Business Review, The Boston Globe, The Washington Post, The Wall Street Journal, CNN, Thrive Global, USA Today, Inc. Magazine, Forbes, Women's Wear Daily, Morgan Stanley's Access and Opportunity Podcast, ABC News, and The Huffington Post.

James is a regional winner of the E&Y Entrepreneur of the Year Award, the winner of one of five 2016 Power Player Awards granted by the National Retail Federation, the recipient of the 2017 Black Retail Action Group Business Achievement Award, the 2018 Temple Fox School of Business Information Technology Innovator Award, the 2018 Essex County Urban League Centennial William M. Ashby Award for community building and a 2019 One To World Fulbright Award. He is a former member of the board of the National Retail Federation, where he served as Chairman of the Innovation Advisory Committee.

James received his AB with honors from Harvard College and his JD with honors from Harvard Law School, where he was an editor of the Harvard Law Review. He lives outside Boston with his wife and three children. He is a former high school teacher.

John Atkinson

Leader, Senior Care Industry Practice US and Canada

Atkinson, John_clipped square
Argentum's Public Policy Priorities: Confronting Current and Future Challenges and Opportunities
Tuesday, December 7, 9:45-10:45 AM

John is a recognized leader in the insurance and human capital space. John has spent his career building companies and teams focused on helping clients navigate complex business problems in the areas of risk, finance, and human capital.

Marsh is the world’s leading insurance broker and risk advisor. With around 40,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data-driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy, and people.

In his current role, John is responsible for co-leading Marsh’s Senior Living and Aging Services Industry Group for the United States and Canada. John also serves as Chairman of Marsh’s Chicago office where he helps lead civic and community engagement for the firm and supports the leadership team in growing Marsh’s business in the Midwest.

Until joining Marsh in 2021, John was an Executive Vice President with Willis Towers Watson where he helped lead growth in Chicago and where he oversaw one of the firm’s fastest growing businesses in North America.

Prior to the merger of Willis and Towers Watson in 2016, John was a Managing Partner of Willis Group and was a partner of closely held Thilman Filippini, one of the nation’s largest privately held insurance brokers. In 2006, John and his partners sold their firm into what is now Willis Towers Watson.

Tara Clayton

Senior Vice President, Marsh Senior Care Practice

Clayton, Tara_Clipped square
Argentum's Public Policy Priorities: Confronting Current and Future Challenges and Opportunities
Tuesday, December 7, 9:45-10:45 AM

Tara has extensive experience dealing with senior living general liability, professional liability, and medical malpractice claims. Prior to joining Willis Towers Watson, Tara served as Vice President of Operations Legal Counsel for a multi-state senior living provider. In that role, she managed long-term care litigation for over one hundred senior living campuses located in multiple states, as well as pharmacy and therapy litigation in more than a dozen states. In addition, she managed employment matters and assisted with all legal matters across the company including corporate transactions, contract review, regulatory compliance, privacy and security compliance, employee relations and risk management. She also provided senior management with strategic and operational assistance.

Before moving into the role of operations counsel in 2013, Tara was a health care and commercial litigation attorney, where she represented several senior living providers, hospitals, physicians and other health care providers and health care companies by defending medical malpractice and long-term care claims. Tara also advised on regulatory matters, including health care privacy, licensure and long-term care discharge proceedings.

Peter Corless

Executive Vice President, Enterprise Development, OnShift

Corless, Peter_Clipped square
Argentum's Public Policy Priorities: Confronting Current and Future Challenges and Opportunities
Tuesday, December 7, 9:45-10:45 AM
Developing Your Community's Workforce and DEI Initiatives
Wednesday, December 8, 9:40-10:40 AM
Workforce Technology and Solutions
Wednesday, December 8, 10:40-11:40 AM

Peter Corless is the Executive Vice President of Enterprise Development of OnShift, a leader in human capital management software for post‐acute care and senior living. Peter is also the past Associate Business Member President on the American Healthcare Association and National Center for Assisted Living Board of Governors, where he served for four years, and currently serves on the Workforce Committee. Peter is a recognized HR leader in post-acute care and is well-known for his achievements at some of the largest post-acute care organizations, including Kindred Healthcare and Genesis HealthCare. As an experienced, international chief administrative and human resources officer, he developed strategies that reduced turnover, improved recruiting and hiring and reduced labor costs. Peter received his BA from the University of Waterloo and his MBA from York University’s Schulich School of Business.

James Boccher

Chief Development Officer, ServiceMaster Brands

Boccher, Jim_clipped square
How to Address and Prepare for Natural Disasters
Tuesday, December 7, 10:45-11:45 AM

Jim Boccher has over a decade of commercial disaster restoration experience. In his current position as Chief Development Officer, Jim is responsible for the strategic direction of ServiceMaster’s commercial large loss division, ServiceMaster Recovery Management or SRM. Jim leads a national team that pride themselves on working with their clients to provide pre-loss planning services, post event assessments and full-service restoration capabilities. By taking a pro-active approach to the recovery process, SRM’s clients are best prepared to minimize both business and life interruption when disaster strikes.

Joel Goldman

Partner, Hanson Bridgett

Goldman, Joel larger_clipped square
How to Address Risk Management and Prepare for Natural Disasters
Tuesday, December 7, 10:45-11:45 AM

Joel represents a wide array of operators, owners and developers of senior care communities, including, assisted living, continuing care, and congregate senior communities. He focuses on regulatory, licensure, and operational issues, resident issues, and risk management issues.

Joel has been a noted presenter at numerous conferences and seminars throughout the United States for senior care industry associations, legal organizations, and university academic programs. Joel's practical approach to issues and vast experience with senior care communities also make him a popular presenter at in-house training programs for multi-facility providers. Joel is a founding member of the California Assisted Living Association and has served on its Board of Directors since its inception in 1994.

Lana Peck

Senior Principal, National Investment Center for Seniors Housing & Care (NIC)

Peck, Lana_clipped square
Occupancy Trends and Forecasts
Tuesday, December 7, 1:15-2:15 PM

Lana Peck, a senior principal at the National Investment Center for Seniors Housing & Care (NIC), is a seniors housing market intelligence research professional with expertise in voice of customer analytics, product pricing and development, market segmentation, and market feasibility studies including demand analyses of greenfield developments, expansions, repositionings, and acquisition projects across the nation. Prior to joining NIC, Lana worked as director of research responsible for designing and executing seniors housing research for both for-profit and nonprofit communities, systems and national senior living trade organizations. Lana’s prior experience also includes more than a decade as senior market research analyst with one of the largest senior living owner-operators in the country. She holds a Master of Science, Business Management, a Master of Family and Consumer Sciences, Gerontology, and a professional certificate in Real Estate Finance and Development from Massachusetts Institute of Technology (MIT).

Dr. Jacquelyn Kung

CEO, Activated Insights (Great Place to Work and U.S. News)

Kung, Jacquelyn_clipped square
What CEOs Need to Know about Consumer Confidence & Perception and Perception Survey
Tuesday, December 7, 2:15-3:15 PM and 4:15-4:45 PM

Dr. Jacquelyn Kung is CEO of Activated Insights, which helps senior care provider collect feedback from their employees and residents to improve and build their brand. Activated Insights also runs the Great Place to Work Certification and U.S. News Best Senior Living programs. She is passionate about helping to improve the lives of older adults. Previously, Dr. Kung was an ED of a CCRC in Virginia and caregiver in a SNF. Her book Old is the New Young was on the Today show. Her BA/MBA are from Harvard and PhD is from Hopkins. She lives in Dallas with her husband and two young daughters.

Dr. Margaret Wylde

CEO, ProMatura Group, LLC

Wylde, Margaret_clipped_square
What CEOs Need to Know about Consumer Confidence & Perception and Perception Survey
Tuesday, December 7, 2:15-3:15 PM and 4:15-4:45 PM

ProMatura Group, LLC is a research and advisory company founded by Wylde. Clients include investors, developers, for-profit and not-for-profit owners, operators, cities, counties, and states; and industry associations in the Americas and Europe. ProMatura has offices in Oxford, MS and London, and Portugal.

ProMatura’s 50+ employees provide defensible, usable solutions based on statistically valid data. ProMatura’s products include feasibility studies, site selection analyses, predictive analytics, community audits, sales counselor assessments, satisfaction surveys yielding targeted quality improvement plans; and, community planning, design, and programming consultation based on primary research with qualified prospects for subject communities. ProMatura’s customer engagement community planning research defines the customers’ attributes and preferences for their lifestyle, residences, amenities, services, payment plans, and pricing that will yield the fastest sales pace and the highest market share. ProMatura’s consumer verified programs ensure communities provide the lifestyle and experience their customers desire.

ProMatura built the NIC MAP Database beginning in 2003 and continues to collect the data. ProMatura has completed dozens of industry-wide studies in the U.S. and has conducted large-scale studies of consumers in the US and UK.
Wylde was inducted into the American Senior Housing Association’s Senior Living Hall of Fame in 2020. Wylde is also a member of the Urban Land Institute serving as a Governing Trustee, Governor, a member of the Advisory Board of the Terwilliger Housing Center, former Chair of the Lifestyle Residential Development Council and Senior Housing Council and Building Healthy Places. She served on the Americas Executive Committee of ULI and serves on the Executive Board of the American Seniors Housing Association. Wylde is Vice President of the Board of Directors of Memory Makers, a not-for-profit provider of respite day care services for individuals with memory impairment.

Wylde received the Icon of the Industry Award from the 50+ Housing Council of NAHB for her “substantial and lasting impact on the seniors housing industry.” She was the first woman to receive this honor.

The author of five books and scores of technical papers and articles, Wylde is also a contributor to trade and business publications and scholarly journals. Her publications include Right House, Right Place, Right Time: The Community and Lifestyle Preferences of the 45+ Housing Market (BuilderBooks, 2008); Boomers on the Horizon: Housing Preferences of the 55+ Home Buyer (BuilderBooks, 2002); and Building for a Lifetime: The Design and Construction of Fully Accessible Homes (The Taunton Press, 1994). Wylde is often sought out for her expertise by various news and trade publications, including the Chicago Tribune, the Wall Street Journal, the Overseas Property Professional magazine, Seniors Housing Business, and other housing publications.

Pilar Carvajal

Founder & CEO, Innovation Senior Living

Carvajal, Pilar_clipped square
Tested Strategies for Driving Occupancy
Tuesday, December 7, 3:00-4:15 PM

Mrs. Carvajal has spent her twenty-year career in senior living managing the strategic development and day-to-day operations in the affordable and middle market senior living space. Currently, she is developing through acquisitions, an owner-operated senior living portfolio of middle market communities in the State of Florida. Profits with a conscience is a core tenet of her company Innovation Senior Living and it drives the growth of her company.

Prior to creating Innovative Senior Living, Mrs. Carvajal was the Chief Operating Officer of Mia Senior Living Solutions where she created 40 affordable senior living models in public and subsidized housing across 23 states. Prior to this, Mrs. Carvajal worked as a management consultant for the leading management consulting firms of Accenture and IBM Global Business Services in New York City. As such she helped national and international organizations manage change while developing new processes and strategies to create competitive advantages and achieve high performance.

Mrs. Carvajal has a Master of Science degree from the London School of Economics and Bachelor of Arts from Smith College. She is a Goldman Sachs 10000 Small Business Program Alumni and Miami Chamber of Commerce Leadership Graduate.

In March 2019, Mrs. Carvajal was inducted into the inaugural McKnight’s Women of Distinction Hall of Honor. In 2018 and 2019, Mrs. Carvajal was awarded The Commonwealth Institute Top 10 Women-Leaders in Florida Awards. In March 2017, she received a “Key to the County” from the Miami-Dade Beacon Council.

Mrs. Carvajal sits on the Florida Assisted Living Association (FALA) Board. She is on the NIC Fall Conference Committee.

She was a member of the Miami Chamber of Commerce Healthcare Committee, The Beacon Council Small Business Committee and City of Miami Beach Affordable Housing Committee prior to moving her headquarters from Miami Beach to Winter Park, Florida. Mrs. Carvajal is a regular speaker at senior living conferences including Senior Living 100, Leading Age and Florida Assisted Living Association.

Lacy Jungman

Vice President of Strategic Development, OneDay

Jungman, Lacy1_Clipped square
Tested Strategies for Driving Occupancy
Tuesday, December 7, 3:00-4:15 PM

Lacy Jungman is the VP of Strategic Development for OneDay, a video technology platform designed specifically for the senior living industry. The easy-to-use application allows for branded content to be created at the push of a button, driving both revenue growth and engagement. Once thought of as only a sales enablement tool, OneDay has gained traction during staffing challenges to both retain and recruit associates, promoting uninterrupted care to those most vulnerable: senior living residents. With nearly 15 years of experience in senior living, Lacy Jungman has spent the majority of her career at the corporate level of the provider side. Her overarching responsibilities have included management of occupancy revenue, sales strategies, brand management, marketing, lead acquisition and conversion strategies, and corporate communication efforts. Most recently the VP of Sales & Marketing for Heritage Communities, Lacy has become a trusted leader throughout the industry as she helps to shape the future through collaboration and contributions at media and industry events. Passionate about communication, Lacy is a contributing writer to Her View from Home and has received Argentum’s Best of the Best award for her work co-authoring the book, In a Good Place; A novel written from an adult daughter’s perspective of the senior care journey. Known for loving a good brainstorm session, Lacy excels in crafting unique solutions that drive results through innovation and collaboration.

Kenneth W. Gronbach

President, KGC Direct, LLC

Gronbach, Ken_clipped square
Keynote: Demographic Strategies for the Post-COVID Era
Wednesday, December 8, 8:30-9:40 AM

Kenneth W. Gronbach is predicting that the United States and the Americas, because of their superior demographics over any other continent, will excel culturally and economically in the post corona era. Ken is president of KGC Direct, LLC and is an internationally respected demographer who has been able to forecast societal, commercial, economic, cultural, and political phenomena with uncanny accuracy. Ken’s unusual blend of marketing savvy and common-sense demography, based on over twenty years of proprietary demographic study, set him apart. Ken keynotes all over the United States and the world. His company does high value customized demographic research. You will find that Ken’s steadfast position, that the United States is the best nation on earth, and his firm belief that the country’s best days are ahead, season his spirited presentations with an unmistakable pro-American enthusiasm. Ken is the author of the current best-selling book The Age Curve: How to Profit from the Coming Demographic Storm. His first book, Common Census, the Counter-Intuitive Guide to Generational Marketing, was released in 2005. Ken’s 2011 book Decades of Differences: Making it Work is a comprehensive guide to coping with three generations in the workforce. Ken’s newest book, Upside: Profiting from the Profound Demographic Shifts Ahead, was published in April of 2017.

Shari Franey

Chief Operating Officer, Hamilton-Ryker

Franey, Shari_clipped square
Developing Your Community's Workforce and DEI Initiatives
Wednesday, December 8, 9:40-10:40 AM
Workforce Technology and Solutions
Wednesday, December 8, 10:40-11:40 AM

Shari Franey is an executive with experience in founding, growing, and leading businesses in their strategic initiatives, operations, and talent development.

She is the Chief Operating Officer for Hamilton-Ryker, a Total Workforce Solutions company. To address the severe skills gap facing our nation, she led the creation of TalentGro, a Workforce Development Division, which prepares today's civilian and Veteran talent for tomorrow's success. This is achieved as a Sponsor and Intermediary for Registered Apprenticeships programs in Healthcare, IT, and Advanced Manufacturing. They currently manage over 1800 apprentices and are approved in 9 Federal DOL registered apprenticeships and in 25 states.

Prior to Hamilton-Ryker, she was a founder and owner of a Staffing Firm for 17 years. She also co-founded a company that offered an online medical coding curriculum, a Clinical Documentation Work Flow and Reference Tool, and provided consulting and education throughout the US and Puerto Rico.

Ms. Franey has always enjoyed contributing to the community through volunteering. She served as the President of PA Staffing Association, the state chapter of American Staffing Association, ASA. She also served 7 years on the board and Executive Council of Lancaster Chamber of Commerce, where she chaired the Advocacy Council. She served on the board and the executive council of United Disabilities Services Foundation for 8 years and currently serves on the President's Advisory Council of her alma mater, Messiah College.

She was elected into the Young Entrepreneurs program at MIT, Birthing of Giants and was honored by PA governor as a Top 40 Business Women in PA and from Ernst and Young as Central PA Entrepreneur of the Year Finalist.

Tana Gall

President, Merrill Gardens

Gall, Tana_clipped_square
Developing Your Community's Workforce and DEI Initiatives
Wednesday, December 8, 9:40-10:40 AM

Tana has more than 20 years of experience working in leadership roles at three top senior living companies in the Northwest.

She started in the industry in 1994 in sales and marketing. She has held the titles of public relations manager, staff training and development director, marketing director, senior vice president and president. Her growth with these leading companies gave her a well-rounded, big-picture view of the industry, and prepared her well for overseeing the daily operations and growth of Blue Harbor. Tana is focused on creating a culture where employees thrive and residents’ lives are enhanced.

Tana has also worked very closely with Argentum. She has served as a board member and on a variety of committees. She is currently involved in the Argentum Executive Director Leadership Institute (EDLI). She is on the board of the Bellevue College Healthcare Management and Leadership program, where students are introduced to assisted living and senior care management as a career. She also is actively involved with Treehouse, a Washington state organization supporting children in foster care and is a part of the Husky Leadership Institute at the University of Washington where she works with students in becoming change agents and contributing members in their communities upon graduation.

Judd Harper

President, The Arbor Company

Harper, Judd_clipped
Developing Your Community's Workforce and DEI Initiatives
Wednesday, December 8, 9:40-10:40 AM

Judd joined The Arbor Company as a summer marketing intern in 1997. He has held a number of community and corporate leadership positions over the past twenty-four years, including Marketing Assistant, Marketing Director, Executive Director, Regional Director of Operations, Vice President of Operations, Chief Operating Officer and currently President.

Since 2000, Judd has played an integral role in supporting and driving the growth of Arbor’s third party management business from seven assisted living and memory care communities to more than forty-five full service senior living campuses and communities. He is currently on the Board of Directors of Argentum, the largest national senior living industry association, and has served on the Argentum Operations Roundtable for a number of years and chaired the group for two years in the late 2000s.

Judd is a graduate of Washington & Lee University, is on the board of SixtyFeet, Inc. (a not-for-profit, faith-based organization serving imprisoned children of Uganda) and is active in his church, Passion City Church Atlanta. He has been married for twenty-one years and has three sons (ages 16, 14 and 9).