3:30 PM – 3:40 PM Opening Remarks/Welcom
James Balda, President & CEO, Argentum
Diana Martinez, President & CEO, Texas Assisted Living Association
3:40 PM – 4:20 PM A Generational Demand Curve & a Historically Thin Pipeline
Presented by 
The 80+ population grows by one-third by 2030 and nearly doubles by 2040, and operating results have followed. Occupancy is rising on all three measures NIC MAP tracks, absorption has set records for four consecutive years, transaction volume topped $15 billion in 2025 and senior housing led all major property types on one-year total return in the NCREIF index.
Holding national occupancy at 90% as that population ages would call for more than 100,000 new units in most years. The current pace of development is 10,445 units a year.
This session walks the full outlook — fundamentals, capital markets and the build-out ahead — then goes into cuts of NIC MAP data that haven’t been published before, closing with findings from the NIC MAP special report with Argentum on the operating economics that will determine whether the supply response arrives.
Arick Morton, CEO, NIC MAP
4:30 PM – 5:30 PM Keynote: The Future of Senior Living in the Age of the Baby Boomer
Today’s residents are fundamentally different from previous generations, and those differences are reshaping expectations for senior living communities. This session explores three key ways that baby boomers are changing the landscape of aging services and examines the implications for community design, programming, admissions, and daily operations. Through a forward-looking lens, the session challenges leaders to consider whether organizations are being proactive in adapting to emerging resident needs or simply reacting to regulatory changes after they occur.
Keynote Speaker: Bill Gifford, Expert on Health and Longevity
8:05 AM – 8:50 AM Special Breakfast Session: Private Capital, Public Scrutiny and Senior Housing
As criticism of private equity shifts from isolated attacks into coordinated political, regulatory, media, and litigation pressure, the session will underscore the urgency of the threat environment potentially harming the access to private capital necessary for senior living housing growth. This session will examine the evolving legislative and legal challenges facing private investment in senior living, including negative federal and state policy proposals, litigation risks, and increased scrutiny of private equity and REIT structures. Speakers will discuss how these developments could affect capital formation, care access, and industry growth—and what strategies providers and partners can use to respond effectively.
Maggie Elehwany, JD, Senior Vice President of Public, Argentum
Steven Lowery, Senior Vice President, Government Relations, NAREIT
Brian Doherty, CAE, President and CEO Massachusetts Assisted Living Association (Mass-ALA)
9:00 AM – 9:05 AM Welcome
9:05 AM – 9:35 AM What’s Next for Senior Living? Understanding the Post-Election Policy Environment
What do the election results mean for senior living? Join Argentum’s advocacy team for an insider’s look at the policy landscape ahead, key legislative priorities, and what providers can expect from policymakers over the next two years.
Maggie Elehwany, Senior Vice President, Public Affairs, Argentum
9:35 AM -10:20 AM The Health Cost Playbook: What Works in Senior Living Today
All industries are feeling the pressure of rising health benefit costs, and the challenge is only projected to increase with the 2027 cost trend projected to be the largest increase in 17 years. For Senior Living facilities this challenge extends beyond just cost management to managing staff and preserving culture.
Join an interactive, education session to better understand underlying health cost trends, the impact they are having on individuals and staffing, and a deep dive into leading options being utilized by facilities to drive savings to improve bottom-line and reinvest in employees.
opportunities raised by participants, and set the stage for the conversations ahead.
We will review the lessons learned from one facility’s path to take control – what worked, what are they still addressing, and what was the impact — while also sharing additional real-world examples of savings and employee experience enhancements.
Erin Duffy, Senior Director of Business Development, imagine360
Jaclyn Pritchett, Executive Vice President and Chief Human Resources Officer, Brookdale Senior Living
10:20 AM -11:05 AM Trust in the Age of AI: What Senior Living Consumers and the Algorithm Want
As AI-driven search begins to shape how families discover and evaluate senior living options, trust has become the top driver of the purchase decision — from first search through the sales process, tour, and resident experience. This session explores how operators can build direct, trusted visibility beyond traditional methods, using trust signals such as price transparency, clinical outcomes and authentic storytelling. How can your marketing teams best position their digital strategy to optimize this? How can an operator convey trust to the consumer? Attendees will leave with practical strategies to align sales, marketing and tour teams and reach the multi-generational decision-makers involved in senior living choices — plus a one-page “Top Trust Signals” guide with steps they can implement within their communities.
Sumita Singh, EVP & GM, Health, U.S. News & World Report
11:05 AM -11:15 AM Break
11:15 AM -12:00 PM When Corporate Structure Comes Under Scrutiny
Corporate structures are experiencing increasing scrutiny in senior living litigation, with claimants seeking to extend responsibility to parent companies, management entities, equity, and other parties not involved in resident care. These evolving legal strategies raise questions regarding governance, insurance coverage, and enterprise-wide risk management. This session will examine the latest trends, including the legal theories employed to pierce corporate separateness and establish control-based liability. Presenters will discuss how these arguments are being tested in litigation, emerging defense strategies, and practical considerations for limiting exposure. The program will also explore the insurance implications of these claims, including coverage considerations and structure, and coordination among insurers and insured entities.
Tara Clayton, Managing Director, Marsh (Moderator)
Drew Graham, Partner, Hall Booth Smith
Scott A. Wallace, Managing Director, Marsh
12:00 PM – 1:00 PM Lunch
12:00 PM – 1:00 PM AI Institute- The Future of Senior Living in an AI-Powered World: Building the 2035 Vision (Invite only)
1:00 PM – 2:30 PM The Senior Living Risk + Resilience Lab
Today’s healthcare and senior living leaders operate in an increasingly complex and high-visibility communication environment. Organizations may face rapidly developing situations involving residents and families, employees, regulators, policymakers, media, community stakeholders, or other audiences where the ability to communicate quickly, clearly, and confidently is essential.
This interactive session introduces practical crisis communication frameworks and response strategies that help participants assess situations, prioritize information, develop effective messages, and communicate with key audiences under pressure.
Throughout the session, participants explore techniques for identifying and assessing a crisis, establishing communication priorities, developing clear and credible messages, responding to difficult questions, managing uncertainty, and maintaining confidence and control in high-stakes situations. Interactive exercises and group discussion allow participants to immediately apply these strategies to realistic healthcare and senior living crisis scenarios.
The session is designed to provide participants with practical tools they can use before, during, and following a crisis to strengthen organizational preparedness and protect trust and credibility.
Steve Piacente, Director of Training, Executive Communication Coach, The Communication Center
Brian Doherty, President and CEO, The Massachusetts Assisted Living Association (Mass-ALA)
2:30 PM – 3:15 PM AI in Action: Practical Strategies for Adoption, Risk Management, and ROI
Artificial intelligence is rapidly transforming the way organizations operate, but many leaders are still determining where to begin and how to scale adoption effectively. This highly interactive executive working session is designed for senior leaders seeking practical, real-world strategies to advance their organization’s AI journey.
Participants will collaborate in small groups to discuss common challenges, share lessons learned, and explore actionable approaches to AI implementation. Guided by a structured worksheet and peer discussion, attendees will examine key questions around getting started with AI, identifying high-impact use cases, improving prompting and adoption, managing risk, measuring ROI, and deciding what capabilities to buy, build, or pursue through strategic partnerships.
Leave with practical insights, a roadmap for next steps, and a take-home resource to support AI adoption within your organization. Ask Savant to talk about ethical considerations.
Matt Burton, Founder & CEO, SAVANT-AI
Christian Burton, Co-Founder/Partner, SAVANT-AI
3:15 PM – 3:30 PM Break
3:30 PM – 4:00 PM From Data Silos to Action: A Proposed AI Platform for Resident Risk Detection
Join recent graduates of Argentum’s LEAD program as they present an innovative pilot project designed to help senior living organizations leverage artificial intelligence to identify resident risks before they become critical events. In this session, participants will explore how the team developed and conceptualized an AI-powered approach to bring together disparate data sources, uncover meaningful insights, and support more proactive decision-making.
Courtney Lane, Regional Vice President of Operations, Integral Senior Living
Amanda Gosnell, Regional Director of Operations, Sunrise Senior Living
Rebecca Catalanotto, Regional Vice President of Operations, Paragon Senior Living
4:15 PM – 5:00 PM How AI Can Unlock Wellness Intelligence to Improve Resident Outcomes
As AI continues to shape how we rethink the future of senior living, operators now have an unprecedented ability to surface, connect, and act on valuable insights. One of the richest—and historically underutilized—sources of intelligence sits within the resident experience itself: social wellness. What has been traditionally difficult to identify, let alone quantify, can now become a meaningful source of insights that drive measurable outcomes for residents and your organization.
Social wellness—the sense of belonging, connection, and purpose—is not simply an element of resident engagement, but a strategic indicator of organizational success. This panel will reveal how organizations are harnessing AI to reveal social wellness insights to improve everyday resident experiences, inform care planning, and drive proactive and personalized interventions.
Hear from the leaders at the forefront of senior living’s data evolution, as they explore the research behind social wellness and how their organizations are applying AI and innovative strategies to transform everyday resident signals into actionable intelligence that improves length of stay, resident satisfaction, and clinical outcomes.
Moderator: Jason Hazel, CGSO at FOX Rehabilitation
Summer Blizzard, SVP of Business Admin at Phoenix Senior Living
Jason Childers, COO Merrill Gardens
Rob Fisher, CEO LifeLoop
8:00 AM – 8:30 AM Argentum Update
Join Argentum leadership for an update on the association’s key priorities for the years ahead. This session will provide an overview of progress to date, emerging opportunities and challenges facing the industry, and the initiatives guiding Argentum’s advocacy, education, and member engagement efforts. Attendees will gain insight into the organization’s vision and strategic direction and what it means for senior living providers.
8:30 AM – 9:00 AM The Future of Labor: How to Redefine Workforce Strategy in Senior Living
Labor has always been senior living’s largest expense—but over the next decade, it may become its greatest competitive advantage.
As resident acuity rises, workforce shortages persist, and financial pressures intensify, traditional staffing models built around fixed ratios, historical budgets, and manual scheduling are reaching their limits. The next generation of operators won’t simply automate labor management—they’ll fundamentally rethink how staffing decisions are made. In this moderated conversation they will to explore how artificial intelligence, real-time operational data, and workforce intelligence are reshaping the future of labor. They’ll discuss how leading organizations are preparing for a future where staffing is aligned to actual resident needs, operational decisions become increasingly predictive, and executive leaders gain a real-time understanding of workforce performance across their portfolios.
This session isn’t about replacing people with AI. It’s about giving leaders better intelligence to deploy their most valuable resource more effectively—creating better outcomes for residents, caregivers, and the business.
Hillarie Ralston, Strategic Events and Experiences Lead, Sage
9:00 AM – 9:30 AM The Texas Advantage: Public Policy Shaping the Future of Aging Services
Texas is making significant investments and policy decisions that are redefining how senior living communities prepare for the future. This panel will examine three impactful developments: the state’s commitment to dementia research through Dementia Prevention and Research Institute of Texas (DPIRT), new data privacy requirements that are setting a national standard, and major investments in backup power infrastructure designed to improve operational resilience during emergencies. Attendees will gain insight into how these initiatives are influencing care delivery, risk management, and long-term planning across the senior living sector.
Diana Martinez, President & CEO, Texas Assisted Living Association
Ira Nicodemus, President of Holistic Utility Solutions
9:45 AM – 10:30 AM Succession Planning for a Sustainable Future
As organizations prepare for the next generation of leadership, thoughtful succession planning is critical to long-term success. This session explores strategies for identifying and developing future leaders, navigating leadership transitions, and aligning succession plans with broader strategic goals. Through a real-world case study of a family-owned company serving the low-income housing sector, attendees will examine how an employee buyout helped transition leadership from a founding patriarch while preserving the organization’s mission, culture, and continued growth.
Moderator: Sebastian Brown, Managing Partner, RSF Partners
Amy Albery, Chief Executive Officer, Wallick
Dan Lamey, Chief Executive Officer, Generations
10:30 AM – 10:50 AM Commitments for Tomorrow: Turning Insight into Action
As the program concludes, leaders will reflect on the ideas that challenged and inspired them, identifying one belief they are rethinking, one action they will take, and one relationship they will intentionally strengthen. Participants will share their commitments in real time, creating a collective view of how leaders are planning for the future and translating insights into meaningful next steps.
10:50 AM – 11:00 PM Closing Remarks & Looking Ahead