Sessions – 2026 NIC Spring Conference

March 5, 2025

Signature Session: What a Difference A Year Makes - Senior Housing Capital, Investment & Growth Outlook

Main Stage

Date and Time: March 5, 2025 | 2:45 pm - 4:00 pm

Location:Main Stage

Speaker

Thomas Errath

Managing Director and Head of Research

Harrison Street

Speaker

Arick Morton

CEO

NIC MAP

Speaker

Jamie Woodwell

Head of Commercial Real Estate Research

Mortgage Bankers Association

Moderator

Lisa McCracken

Head of Research & Analytics

NIC

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Distressed Assets: From Underwater to Performing

Innovation Lab

Date and Time: March 5, 2025 | 4:30 pm - 5:30 pm

Location:Innovation Lab

Speaker

Mike Flanagan

Member/Manager

Flanagan & Associates, L.L.C.

Speaker

Erin Hennessy

CEO/Principal

Health Dimensions Group

Speaker

Suzanne Koenig

Founder & CEO

SAK Management Services, LLC

Speaker

Steve Thomes

Executive Managing Director & Head of Business Development

Blueprint

Moderator

Brian Beckwith

CEO

Arcus Partners

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Signature Session: Capital Markets & Valuations

Main Stage

Date and Time: March 5, 2025 | 4:30 pm - 5:30 pm

Location:Main Stage

Speaker

Jessica Johnson

Senior Vice President

BOK Financial Healthcare Banking

Speaker

Tim Sanders

Senior Vice President, Business Development

Ventas

Speaker

Jennifer Wong

Director, Acquisitions

AEW

Moderator

Jay Wagner

Senior Managing Director, Seniors Housing Group Leader

JLL Capital Markets

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March 6, 2025

Premier Session: Aspirational Aging: Redefining the Seniors Housing Experience from Avoidance to Aspirational

Main Stage

Date and Time: March 6, 2025 | 8:30 am - 9:30 am

Speaker

Dr. Joe Coughlin

Director, MIT AgeLab

Massachusetts Institute of Technology

Speaker

Bob Kramer

Co-Founder and Strategic Advisor

NIC

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Abacus > AI: The Basics of VBC Data

Innovation Lab

Date and Time: March 6, 2025 | 10:00 am - 11:00 am

Location:Innovation Lab

Speaker

Chris Hyatt

Co-CEO

New Perspective Senior Living

Facilitator

Franke Elliott

Chief Strategy Officer & Co-Founder

Bloom Healthcare

Facilitator

Brian Fuller

Managing Director, Value-Based Care Design and Delivery Practice

ATI Advisory

Facilitator

Jim Lydiard

CEO

Centered Care

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Adding Life to Years: Wellness, Connection, Health, and Longevity in Active Adult

Main Stage

Date and Time: March 6, 2025 | 10:00 am - 11:00 am

Location:Main Stage

Speaker

Piyush Gupta, MD

Co-Founder and CEO

Sevi Health

Speaker

Anne Martinez

Corporate Director of Life Enrichment

True Connection Communities

Speaker

Jane Arthur Roslovic

CEO & Co-Founder

Treplus Communities

Speaker

Laurie Schultz

Principal & Co-Founder

Avenue / Viva Bene

Moderator

Anne Tumlinson

Founder and CEO

ATI Advisory

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How to Value an Operating Company

Innovation Lab

Date and Time: March 6, 2025 | 11:30 am - 12:30 pm

Location:Innovation Lab

Speaker

Eva Arant

Chief Operating Officer

Koelsch Communities

Speaker

Blake Bozett

Founder & CEO

The Zett Group

Speaker

Dominic Porretta

Director

Cain Brothers, a division of KeyBanc Capital Markets

Moderator

Jonathan Schatz

President

CoastWood Seniors Housing Partners

Facilitator

Madisen Medley

VP of Business Development

Merrill Gardens

Facilitator

Morgin Morris

Senior Vice President

KeyBank Real Estate Capital

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Value-Based Care: What’s Different Now and What Does It Mean for Senior Living?

Main Stage

Date and Time: March 6, 2025 | 11:30 am - 12:30 pm

Location:Main Stage

Speaker

Andy Eby

President

Bickford Senior Living

Speaker

Brian Fuller

Managing Director, Value-Based Care Design and Delivery Practice

ATI Advisory

Speaker

Lawrence Leisure

Co-Founder & Managing Partner

Chicago Pacific Founders

Moderator

Stephanie Boreale

Director of Health Strategy

Watermark

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Premier Session: Election Impact: What Will It Mean for Senior Care?

Main Stage

Date and Time: March 6, 2025 | 1:30 pm - 2:30 pm

Speaker

Scott Gottlieb, M.D.

Former Commissioner, Food and Drug Administration; Former Senior Advisor

CMS

Speaker

Andy Slavitt

Member, President’s Council of Advisors on Science and Technology

White House Senior Advisor for the Covid response

Moderator

Nirav R. Shah, MD, MPH

Senior Scholar

Stanford University School of Medicine

Moderator

Anne Tumlinson

Founder and CEO

ATI Advisory

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Building the Future: Equity, Debt, and the New Path Forward for Senior Housing

Main Stage

Date and Time: March 6, 2025 | 3:00 pm - 4:00 pm

Location:Main Stage

Speaker

Keven Benemma

CEO & Co-Founder

Charter Senior Living

Speaker

Matt Derrick

Managing Director

Confluent Senior Living

Speaker

Aaron Rosenzweig

Sr. Managing Director, Capital Markets

JLL

Moderator

Tim Regan

Senior Editor

WTWH Media

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VBC Decision Fatigue: 3 Ready to Deploy Paths

Innovation Lab

Date and Time: March 6, 2025 | 3:00 pm - 4:00 pm

Location:Innovation Lab

Speaker

Phil Chuang

Senior Vice President

Healthcare Services

Speaker

Daniel Croymans

VP of Value Based Care, General Manager

SCAN

Speaker

Ray George

Chief Growth Officer

CareConnectMD

Moderator

Jim Lydiard

CEO

Centered Care

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How Can MA be Your LTC Ally

Main Stage

Date and Time: March 6, 2025 | 4:30 pm - 5:30 pm

Location:Main Stage

Speaker

Catherine Field

Senior Vice President & Medicare Division Leader West Division

Humana

Speaker

René Lerer

CEO

Longevity Health Plan

Moderator

Dr. Katy Lanz

Healthcare Advisor and Strategist

TopSight Partners

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How to Provide Care and Supportive Services That are Affordable to the Middle Market

Innovation Lab

Date and Time: March 6, 2025 | 4:30 pm - 5:30 pm

Location:Innovation Lab

Speaker

Jason Childers

COO

Merrill Gardens

Speaker

Joseph Jedlowski

Founder, Chairman and CEO

Distinctive Healthcare

Speaker

Julie Simpkins

Co-President

Gardant Management Solutions

Speaker

Terry Spitznagel

Senior Executive Vice President & Chief Growth Officer

United Church Homes

Moderator

Jerry Taylor

VP of Value-Based Care

Serviam Care Network

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March 7, 2025

What is the Future of the Independent Living Product?  

Innovation Lab

Date and Time: March 7, 2025 | 8:30 am - 9:30 am

Location:Innovation Lab

Speaker

Vassar Byrd

CEO

Kendal Corporation

Speaker

Douglas Schiffer

President & Chief Operating Officer

Allegro Senior Living

Speaker

Edie Smith

CEO

ProMatura Group

Moderator

Lisa McCracken

Head of Research & Analytics

NIC

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What is the Cap Rate: Value in the Eye of the Beholder

Main Stage

Date and Time: March 7, 2025 | 8:30 am - 9:30 am

Location:Main Stage

Speaker

Jack Lally

Vice President

MONTICELLOAM, LLC

Speaker

Kevin Pascoe

Chief Investment Officer

National Health Investors

Speaker

Elliot Pessis

Managing Director, Head of Senior Housing Asset Management – North America

Harrison Street

Speaker

Amy Sitzman

Executive Managing Director

Blueprint

Moderator

Colleen Blumenthal

Chief Operating Officer

HealthTrust, LLC

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Wellness vs Healthcare in Senior Care

Main Stage

Date and Time: March 7, 2025 | 10:00 am - 11:00 am

Location:Main Stage

Speaker

Astha Chopra

Chief Strategy and Tech Officer

ThriveWell

Speaker

Colin Milner

Founder and CEO

International Council on Active Aging (ICAA)

Speaker

Catherine O’Brien, PhD, MPH

SVP Mather Institute & Community Initiatives

Mather

Moderator

Lynne Katzmann, PhD

Founder and President

Juniper Communities

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