Schedule

Sunday February 11th

Time Description
12:00-6:00 pm Hospitality food
7:00-8:00 pm Cocktails
8:00 pm Welcome Bash
Entertainment

Monday February 12th

Time Description
6:00-7:00 am 5k Run
7:00-8:45 am Breakfast
8:45-9:30 am

Acquisition landscape and outlook


Panel Discussion

Looking back at the acquisition boom over the last 3 years

  • What's driving deal velocity and pricing?
  • Are operators being successful with their out of state acquisitions?
  • Long term financial gains through wise decisions you make today
  • They paid top dollar with a great turnaround plan: Did it work?
  • Lenders perspective: Has there been a shift in how lenders approach a deal?

George V. Hager

CEO
Genesis HealthCare

Edward H. Burnbaum

Partner
Novack Burnbaum Crystal

Charles Hilding

Director
Marcus & Millichap IPA

Avi Rothner

Founder and President
Altitude Health Services



Ashish M. Shah

Managing Director
Formation Capital

9:30-12:00 pm Meetings and Networking
12:00-1:00 pm Lunch
1:00-1:45 pm

Powerful Partners


Panel Discussion

Harnessing the power of a rock solid partnership with your lender

  • The life cycle of the loan process
  • Choosing the right lender: What an operator should look for in a lending partner
  • Understanding the lender: What a bank is looking for in a partner
  • Refinance/HUD: The right time to consider and other considerations
  • Lending landscape: Past, present and future outlook

Hymie Barber

Managing Director
Cambridge Healthcare Finance

Steve Zicherman

Managing Partner
LTC Finance | LTC Financial Advisory Services

Bluma Broner

Managing Director
CIBC


Yosef Meystel

CEO
Aperion Care


1:45-3:00 pm Meetings and Networking
2:00-2:30 pm


New Financing Option to Upgrade Your Facilities


Roundtable Session

Learn more about a new state enabled program (now available in 38 states) to access capital and repay through your real estate taxes

  • 100% financing available for building upgrades in skilled nursing facilities
  • Repayment through real estate taxes (reimbursable in certain states)
  • Long term, fixed rate financing enables lower operating expenses
  • No personal or corporate guarantee required, transfers on sale
  • HUD compliant
  • Easy qualification and funding process

Jessica Bailey

CEO and Co-founder
Greenworks Lending

3:00-6:00 pm 9-hole golf outing
3:00-6:00 pm Tennis clinic
3:00-6:00 pm Golf clinic
6:00-7:30 pm Cocktails
7:30-9:30 pm Dinner
During Dinner


Keynote Address


Karl Rove

Senior Advisor to President George W. Bush 2000–2007

Deputy Chief of Staff 2004–2007

9:30 pm Entertainment

Tuesday February 13th

Time Description
6:00-7:00 am Spin class
7:00-8:45 am Breakfast
8:45-9:30 am

The Savvy Operator


Panel Discussion

Time tested practices and iron-clad processes that will immediately enhance your collections.

  • Capturing every Medicaid dollar throughout the Pending process
  • What your admissions staff should know to stay ahead with insurers
  • Long term financial gains through wise decisions you make today
  • Utilizing resident care data to your advantage
  • What your administrator is not looking at that is hurting your census

Scott Rifkin, M.D.

Co-founder and CEO
Mid-Atlantic Health

Chad Bogar

Founder and CEO
SB2

Stephanie Green

Medicaid Eligibility Director
CommuniCare

Chaim Cohen

Director of Revenue Cycle Management
LTC Consulting Services

9:30-12:30 pm Meetings and Networking
11:30-12:30 pm


Compliance in 2018


Roundtable Session

New regulations and staying ahead

  • New compliance requirements for annual survey process, new CMS Phase I - Phase III regulations, and new QAPI fundamentals that all skilled nursing facilities must know.
  • What is the government looking for when they conduct an audit? What must I have to be prepared and protected?
  • How do I create a corporate “compliance culture” that federal and state agencies, like the OIG, will approve of?
  • How does HIPAA practically affect my skilled nursing facility and how to avoid penalties?

Aaron Rubin

CEO
Compliance Consulting group

12:30-1:30 pm Lunch
1:30-2:15 pm

Know your Borrower


Panel Discussion

  • What to do in a rising interest rate market
  • Recourse – why you think its important (or not)
  • HUD today vs. Yesterday
  • Leverage, Leverage, Leverage
  • The mistakes borrowers make when applying for a HUD loan — and how to avoid them
  • HUD’s recent changes: Have they helped?
  • When is the right time to start thinking about HUD?

Alan Litt

Founder
Monticello Asset Management


Erik Howard

Managing Director
Capital Funding


Erik Lindenauer

Executive Chairman
HHC Finance


Ari Dobkin

Managing Director
Meridian Capital Group




Josh Rosen

Senior VP
Capital One


2:15-5:00 pm Meetings and Networking
3:30-4:15 pm


Are You Cyber Secure?


Roundtable Session

Don't Let the Dark Web Extinguish your Company's Bright Future.

  • Is the cyber sky really falling? Separating fact from fiction.
  • Are your network doors wide open? How inviting for the wrong guests
  • The price of HIPAA inaction: How an offhand employee comment cost Walgreens $1.44M.
  • Raising the drawbridge: Quick and powerful strategies to go from defenseless to Fort Knox overnight.

Mordy Fried

President
Keystone Cyber Protection

5:00-8:00 pm Cocktails/Dinner
8:00 pm Wind Down Poolside

Wednesday February 14th

Time Description
8:00-10:00 am Continental Breakfast

Register

Registration is open to owners, operators and C-Level executives.
Vendors should please contact us for sponsorship opportunities.

We are currently at capacity.
Limited on-site registrations available.

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George V. Hager

CEO
Genesis HealthCare

George serves as Chief Executive Officer of Genesis HealthCare. Prior to becoming CEO, George was Executive Vice President and Chief Financial Officer and was responsible for corporate finance, information services, reimbursement and risk management. He joined Genesis in 1992 as Vice President and Chief Financial Officer and was named Senior Vice President and Chief Financial Officer in 1994.

George has over 25 years experience in the health care industry. George spent the first 13 years of his professional career at KPMG, LLP. From 1989 to 1992, he was the partner in charge of the health care practice group for the Philadelphia Region.
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Edward H. Burnbaum

Partner
Novack Burnbaum Crystal

Edward H. Burnbaum, Esq. has represented major players in high-profile acquisitions for over 35 years.

By virtue of his deep understanding of the myriad issues affecting complex transactions, and his practical, cost-effective approach to difficult problems, Ed is sought out by businesses and individuals on both the state and national levels, as well as by start-up, small, and mid-size businesses in need of corporate representation, guidance in governance issues, and transactional work.
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Charles Hilding

Associate Director
Marcus & Millichap IPA

Charles Hilding is the Associate Director of Institutional Property Advisors’ (IPA) Seniors Housing Group and a Senior Associate of Marcus & Millichap’s National Seniors Housing Group. In his career, Mr. Hilding and the team have closed $2.75 billion in seniors housing transactions across 31 states, representing private, institutional, and nonprofit seniors housing owners in the disposition of their assets.

In 2016, Mr. Hilding and the team closed on the sale of the largest privately owned nursing home portfolio since 2012 (valued at $500 million). In the same calendar year, he and the team closed on the largest ever stand-alone nursing home transaction. The team has completed over $1 billion in transactions during 2016, comprised of a balanced mixture of seniors housing and long term care assets.
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Avi Rothner

Founder and President
Altitude Health Services

William (Avi) Rothner founded Altitude Health Services, Inc. in 2011. Altitude is a leading healthcare company that provides a broad spectrum of consulting and support services to SNFs.

Mr. Rothner has broad transactional experience, having directed purchases of nearly fifty facilities in ten states, totaling over three hundred million dollars.
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Ashish M. Shahr

Managing Director
Formation Capital

Mr. Shah has 25 years of experience in commercial real estate business development and risk management, encompassing healthcare and traditional real estate. He co-leads the Formational Lending Group platform with a primary focus on business development and capital markets/syndications.

Prior to joining Formation, Mr. Shah was previously at Oxford Finance and GE Healthcare Financial Services in a variety of in business development, risk management, and capital markets leadership roles in the US and internationally, including the launch of a healthcare capital platform in Asia. He has extensive experience in the origination, structuring and underwriting of commercial real estate debt and equity transactions in skilled nursing, seniors housing, medical office, specialty hospitals, and other healthcare real estate.
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Scott Rifkin, M.D.

Co-founder and CEO
Mid-Atlantic Health

As co-founder and CEO, Dr. Rifkin oversees the operations of Mid-Atlantic Health Care’s 21 skilled nursing facilities. Under his leadership, Mid-Atlantic has developed partnerships with hospitals and skilled care providers to improve patient health outcomes and overall population health. This includes a focus on innovative strategies to reduce unnecessary re-hospitalizations and return patients to a home setting when possible.

Dr. Rifkin has more than 30 years of experience in the practice of internal medicine and clinical healthcare management. He earned his medical degree from the George Washington University School of Medicine, is certified in Internal Medicine and practiced medicine in Maryland for 20 years. In addition, Dr. Rifkin served as the emergency medical director to numerous SNFs looking for assistance in various quality of care issues, and founded AmericasDoctor.com, which was sold to Essential Group, Inc.
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Chad Bogar

Founder and CEO
SB2

Chad Bogar is the firm’s Founder and CEO. Since graduating from law school in 1999, his practice has focused almost exclusively on Medicaid/Medicaid eligibility and reimbursement (MMER) and related regulatory matters for long-term care providers. During the course of his career, Mr. Bogar has created a number of legal strategies, which have revolutionized how providers see MMER.

Currently, he and his firm are applying those strategies to MCOs, MAPs, and a growing number of states attempting to recoup vital revenue from providers. Mr. Bogar’s distinctive approach to MMER is both effective and unprecedented in the long-term care industry—an approach about which he is consistently educating his clients because of his deep commitment to ensuring that they only need his services in the most extreme of circumstances.
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Stephanie Green

Medicaid Eligibility Director
CommuniCare

Stephanie Green is the Medicaid Eligibility Director for Communicare Family of Companies which owns and operates 73 facilities. Stephanie has more than a decade of Long Term Care AR management experience and has spent the last five years focusing on the Medicaid Eligibility process.

During that time she has written/implemented policy and procedure to mitigate bad debt risk and partnered with admissions on a streamlined Medicaid Pending referral process to increase census.
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Chaim Cohen

Director of Revenue Cycle
LTC Consulting Services

Chaim Cohen holds a Masters Degree in Accounting from Fairleigh Dickinson University and he is a Certified Public Accountant. In his role as Director, Chaim oversees all aspects of the collections department and identifies ways to improve client revenue. His strong leadership skills and deep understanding of the global vision contribute to the success, efficiency, and accountability of the LTC Collections operation. Prior to joining LTC, Chaim was the CFO for a corporate nursing home chain where he was responsible for the company's financial oversight as well as back office operations - including A/R, A/P, Payroll, Accounting and Purchasing. Chaim also has significant experience in public accounting having worked at Loeb and Troper in New York. In that role, he had numerous audit and compliance clients in the healthcare sector. Chaim’s experience as a CFO in the nursing home industry, his proven leadership abilities, and his overall knowledge of the accounts receivable and collections process ensures that the LTC collections department maximizes results for its clients.
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Hymie Barber

Managing Director
Cambridge Healthcare Finance

Hymie Barber is national originations manager for Cambridge Realty Capital Cos. and managing director of Catalyst/Cambridge Healthcare Finance, the company’s West Coast affiliate in Los Angeles. Cambridge consistently ranked among the nation’s top Federal Housing Administration-approved lenders.
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Steve Zicherman

Managing Partner
LTC Finance | LTC Financial Advisory Services

Steve Zicherman earned his Masters in Accounting from Fairleigh Dickinson University and is a CPA with public accounting experience that includes the servicing of large and midsize clients. As a senior accountant at PricewaterhouseCoopers, Steve served as the field team leader for financial and compliance audits of some of the largest healthcare systems in New Jersey. Prior to his work at PwC, Steve served as a senior accountant at WithumSmith+Brown, where he provided both audit and tax services to a wide range of clients and industries, including healthcare, real estate, construction, retail and nonprofit organizations. With his unrivaled dedication and industry renowned expertise in healthcare accounting, Steve manages a team of professionals at LTC Finance and LTC Financial Advisory Services.
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Bluma Broner

Managing Director
CIBC

Bluma Broner is a Managing Director for CIBC and is responsible for client relationships and new business origination nationally. Bluma heads one of bank’s healthcare groups with a focus on providers in the skilled nursing and seniors housing sector. CIBC is a publically traded lending institution (CM: TSX, NYSE) whose US operations are headquartered in Chicago with a specialty in this segment of healthcare Bluma has over 22 years of banking experience and has spent the past 15 years as a lender to the healthcare industry. Prior to joining CIBC in 2007, Bluma served as Vice President in healthcare at LaSalle Bank. She started her banking career at Bank Leumi in Israel in 1995 and has held a variety of banking positions with a focus on middle market entrepreneurial businesses.
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Yossi Meystel

Managing Director
Aperion Care

Yosef Meystel is a well established Long Term Care Facility Operator in Illinois, Indiana and Missouri. He began his career in long term care in the late 1990’s serving in various roles of administration for several Chicago based nursing home providers. In 2006, he opted to begin his own company, starting with two Chicago area skilled nursing facilities. Since then, he has grown his portfolio to include thirty-four facilities in three states. He lives in Chicago with his wife and eight children. He is also actively involved in his community, serving on the board of numerous philanthropic organizations and as the President of the largest Jewish day school in Chicago. In his free time he enjoys traveling and is an avid Chicago sports enthusiast.
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Alan Litt

Founder
Monticello Asset Management

Alan Litt is a Founder of Monticello Asset Management, LLC (2014-Present). He brings over 30 years of intensive real estate finance, development and construction experience to the organization. Mr. Litt was President (2000-2010) and then Chairman (2010-Present) of The Kohl Companies (Kohl Solutions and Kohl Construction Group) developing, owning and operating skilled nursing facilities and multifamily housing, including market rate and affordable housing financed through low income housing and historic tax credits. Mr. Litt has deep knowledge in working with regulated businesses. He is a recent Trustee of Yonkers Partners in Education and the Advisory Council for Provident Bank, and a consultant to various not-for-profit religious, healthcare and educational institutions in the New York Metropolitan Area. Mr. Litt received a B.S. Degree in Finance from New York University (1981).
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Erik Howard

Managing Director
Capital Funding

Mr. Howard joined Capital Funding in September of 2004, where he is responsible for the structuring and financing of healthcare real estate transactions. Prior to working with CFG, he was employed for several years with the New Jersey Schools Construction Corporation, an $8.6 billion state-wide construction initiative mandated by the state of New Jersey. While there, Mr. Howard oversaw various groups, including the Design/Construction Procurement Group, as well as the Financial Forecasting Group. Before his tenure with the NJSCC, he worked with Ferris, Baker Watts, Inc., a full-service investment banking firm headquartered in Baltimore, Md. Mr. Howard was a member of the Financial Institutions Group within the investment banking division, and is experienced in public and private debt and equity offerings, as well as in merger and acquisition structures and financings. Mr. Howard received his B.B.A. in Finance and International Business from James Madison University.
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Erik Lindenauer

Executive Chairman
HHC Finance

Mr. Lindenauer has worked in the mortgage banking/investment banking industry for the past 18 years specializing in healthcare lending, multi-family housing, and FHA- and FNMA-insured loans. Throughout his career, he has originated and/or underwritten in excess of $1 billion in mortgage loans with a focus on acute care hospitals, assisted living facilities, senior housing, and skilled nursing facilities. Previously, Mr. Lindenauer was a Managing Director at CapitalSource and worked for a NY based investment banking/mortgage banking firm specializing in conventional and government-assisted loans. Mr. Lindenauer has provided outside consulting services for newly established FHA mortgage companies, written articles for various magazines, and been a guest speaker at numerous healthcare conferences. Mr. Lindenauer is a graduate of Hampshire College in Amherst, MA.
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Ari Dobkin

Managing Director
Meridian Capital Group

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Josh Rosen

Senior VP
Capital One

Joshua Rosen leads the seniors housing and healthcare practice at Capital One Multifamily Finance. He brings more than 16 years of industry experience to this post, both in healthcare and multifamily finance, and is based in the company’s Chicago office. Mr. Rosen has been involved in over $1 billion worth of transactions throughout his career and is a frequent speaker at industry events nationwide. Formerly executive vice president and branch manager for Oppenheimer Multifamily Housing and Healthcare Finance, Rosen closed the largest SNF portfolio in the company’s history. Earlier, as a vice president at Capmark Finance, he closed the company’s first two LEAN transactions. Mr. Rosen began his career at Cambridge Realty Capital, where he was primarily responsible for originating and processing the firm’s senior housing pipeline.
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Jessica Bailey

CEO and Co-founder
Greenworks Lending

Jessica led the design and management of the C-PACE program at the CT Green Bank. In its first two years, the program financed $75 million in clean energy projects and executed the first securitization of commercial efficiency assets – more than doubling the volume of PACE transactions between 2013 and 2014. Bailey worked from 2004-2012 at the Rockefeller Brothers Fund (RBF), an $800 million foundation based in New York. As the Fund’s program officer for sustainable development, she co-managed a $7 million portfolio of grants focused on combating climate change and promoting clean energy.
In 2014, she was named a “Champion of Change” by the White House for solar deployment. The Hartford Business Journal dubbed her a “Green Warrior” for her work to design the successful Connecticut C-PACE program. She sits on the board of the New England Clean Energy Council and PACENow. She received her graduate degree from Yale University and undergraduate from the University of Notre Dame.
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Aaron Rubin

CEO
Compliance Consulting Group

As a healthcare attorney, Aaron routinely guides clients on compliance and operational matters, including the implementation of mandatory compliance programs under the Patient Protection and Affordable Care Act and applicable federal and state regulations. Aaron has personally trained compliance officers and compliance committees in regulatory and compliance related matters, risk management, governmental and third-party billing and reimbursement, licensure and certification, survey and enforcement, physician employment and recruitment arrangements, and medical provider-vendor contracting. Additionally, as part of Compliance Consulting Group’s comprehensive compliance-related services, he has served as a contact person with both federal and state government regulators on behalf of his clients. This includes the successful completion of government compliance audits resulting in the resolution of the process with minimal findings, thus avoiding disciplinary or corrective actions and fines and saving clients valuable time and money.
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Karl Rove

Senior Advisor to President George W. Bush
2000–2007

Deputy Chief of Staff
2004–2007

Karl Rove, an iconic political strategist and one of the most sought-after political pundits of our time, is best known for his provocative and robust knowledge of the major political issues of the day.
Rove served as Senior Advisor to President George W. Bush from 2000–2007 and Deputy Chief of Staff from 2004–2007. At the White House he oversaw the Offices of Strategic Initiatives, Political Affairs, Public Liaison, and Intergovernmental Affairs and was Deputy Chief of Staff for Policy, coordinating the White House policy-making process.
Mr. Rove writes a weekly op-ed for the Wall Street Journal, appears frequently on the Fox News Channel, and is the author of the New York Times best seller, Courage and Consequence. His latest book is The Triumph of William McKinley: Why the Election of 1886 Still Matters.
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Mordy Fried

President
2000–2007
Keystone Cyber Protection

For over a decade, Mordy has successfully worked with hundreds of businesses to secure and maintain their IT environments. After spending several years building the cyber defenses that protected (and still protect) one of the largest e-commerce companies in the world, Mordy founded Keystone Cyber Protection, bringing his expertise to small and medium-sized businesses.
With extensive IT experience in the medical, financial and retail fields, there is almost no vertical with which Mordy is not intensely familiar. As a respected tech instructor, Mordy has also trained dozens of technicians in the field today, through his singular Desktop and Support training course. Mordy is the holder of several cyber security certifications, including CISSP and GCIH.