Senior Living Visionaries

Episode Overview:What separates an exceptional board chair from an ineffective one? In this episode, host Jennifer Drago breaks down the essential traits, responsibilities, and challenges of nonprofit board chairs. She shares a compelling case study of a board chair who unintentionally derailed an organization’s progress and offers practical insights for selecting and developing strong board leadership.Key Topics Discussed:✔️ The Role of a Board Chair – Keeping the organization on track toward its mission and strategic goals.✔️ Facilitating Effective Board Meetings – Structuring agendas, fostering engagement, and managing conflict.✔️ Supporting the CEO – Building a strong partnership and effective communication channels with the executive leader.✔️ Governance & Accountability – Ensuring bylaws, ethics, and strategic oversight are upheld.✔️ Board Succession Planning – Identifying and mentoring future board leaders.✔️ Case Study: The Risks of a Board Chair with a Personal Agenda – A real-world example of how leadership choices can impact an organization.✔️ Key Traits of an Effective Board Chair – Leadership, emotional intelligence, communication, and decision-making skills.✔️ Critical Questions When Selecting a Board Chair – Do they have the time, autonomy, and key skills to handle the job?➡️Get Your Free Resource: Download 20 Generative Questions for Your Nonprofit Board at https://bit.ly/4gzrUwVAbout Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com, to learn more! You can also follow Jennifer on her LinkedIn: https://linkedin/in/jenniferdrago Hosted on Acast. See acast.com/privacy for more information.

Episode Summary:Have you ever left a board meeting feeling like you checked off every agenda item but didn’t tackle the big-picture questions that shape your organization’s future? In this episode of Senior Living Visionaries, host Jennifer Drago dives into the power of generative discussions—a mode of governance that sparks strategic insight, fuels innovation, and enhances board engagement.Learn how to implement generative discussions, why they matter, and how they differ from fiduciary and strategic discussions. Jennifer also shares sample generative questions that can help your board think beyond the present and create meaningful impact.Key Takeaways:✔️ What are generative discussions? How they inspire forward-thinking governance.✔️ The 3 Modes of Governance: Fiduciary, Strategic, and Generative.✔️ Why generative discussions matter: How they improve decision-making, engagement, and future readiness.✔️ How to implement generative discussions in board meetings.✔️ 20 sample generative questions for senior living and nonprofit boards.Quote of the Episode:"The best boards don’t just make decisions—they explore the possibilities that truly shape the future." – Jennifer Drago➡️Get Your Free Resource: Download 20 Generative Questions for Your Nonprofit Board at https://bit.ly/4gzrUwVAbout Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University. Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!You can also follow Jennifer on her LinkedIn:   / jenniferdrago   Hosted on Acast. See acast.com/privacy for more information.

Are your board meetings a waste of time or a strategic powerhouse? In this episode of Senior Living Visionaries, host Jennifer Drago dives into best practices for making board meetings more engaging, impactful, and strategic. Learn how to create cohesive agendas, leverage generative discussions, and optimize the use of digital tools to enhance board engagement. If you’re ready to transform your board meetings into a catalyst for organizational growth, this episode is for you!Key Takeaways:✅Flip the Agenda: Move strategic discussions to the beginning of the meeting to ensure fresh energy and engagement.✅Utilize Generative Discussions: Dedicate 15–20 minutes to forward-thinking, open-ended discussions to drive innovation.✅Leverage Dashboards: Present key metrics in a clear, visual format to streamline data analysis and decision-making.✅Reduce Reporting Overload: Prioritize decision-making over information sharing by limiting presentation time.✅Board Meeting Assessments: Regularly evaluate board effectiveness through quick surveys and feedback sessions.✅Hybrid & Virtual Board Meetings: Establish norms for participation🎯 FREE Checklist: Spark Generative Discussions with These 20 Questions! – Download now to start implementing generative discussions in your board meetings. https://bit.ly/4gzrUwVEffective board meetings are the #1 driver of board engagement. When meetings are strategic, well-structured, and participatory, board members feel more invested and motivated to contribute. By implementing these techniques, you can elevate the impact of your board and drive meaningful change in your organization.Have questions or feedback? Email Jennifer at jennifer@peaktoprofit.com.About Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University. You can follow Jennifer on her LinkedIn. About the Show:Senior Living Visionaries is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the senior living industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/p.......Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ks....... Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago wraps up her series on nonprofit board orientations with a deep dive into the underutilized practice of annual board reorientations. She explains how this simple yet impactful strategy can ensure nonprofit boards remain engaged, aligned, and committed to their roles. With practical tips and insights, Jennifer highlights how reorientations can help nonprofits avoid governance gaps and misaligned priorities, setting the stage for a successful year.Key Topics Covered:1. Why Annual Board Reorientations Matter:Ensures alignment on the organization’s mission, vision, and strategic priorities.Reinforces individual and collective board member responsibilities.Addresses disengagement, misaligned priorities, and governance gaps.2. Key Components of a Board Reorientation:Roles and Responsibilities: Reminder of the three legal duties (care, loyalty, obedience) and key board responsibilities.Governance Policies: Conflict of interest, whistleblower protections, confidentiality agreements, and board code of conduct.Strategic Priorities: Updates on progress toward goals and upcoming year’s priorities.Financial Oversight: Budget review, fundraising goals, and stewardship expectations.Board Effectiveness Assessment: Review of performance survey results and strategies for improvement.3. Practical Steps to Implement Reorientations:Keep the session concise: 30-60 minutes before or during a board meeting.Incorporate document reviews (bylaws, committee charters) and annual sign-offs.Engage the governance committee in planning and execution.4. Benefits of Reorientation:Maintains focus and engagement of board members.Fosters accountability and strengthens team cohesion.Ensures clarity, accountability, and alignment for a successful year.Ready to strengthen your board? ✅Download our free Board Orientation Checklist, "Onboarding for Impact: The Essential Checklist for Nonprofit Board Orientation," at https://bit.ly/4adTGxK.Have questions or feedback? Email Jennifer at jennifer@peaktoprofit.com.About the Show:*Senior Living Visionaries* is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the senior living industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Senior Living Visionaries, host Jennifer Drago dives into the transformative power of board mentorship programs. As part of our series on board orientation, Jennifer shares practical tips on how assigning experienced board members as mentors can elevate new board member success. From fostering engagement to promoting effective governance, learn why board mentorship is a game-changer for nonprofit boards. Plus, discover actionable strategies for implementing a mentorship program that supports both mentors and mentees.[1:30] - The importance of board mentors for new board members o Helps new members feel comfortable and engaged quicklyo Provides one-on-one support for questions and clarification[3:15] - Key responsibilities of an effective board mentor: o Attend orientation with new membero Check in after first few board meetings o Meet for lunch/coffee to discuss board dynamicso Be available to answer questions[5:45] - Recommended timeline for mentorship: 6-12 months [7:00] - Best practices for board mentor programs: o Only assign willing mentorso Intentionally match mentors and menteeso Provide clear expectations and structureo Avoid creating cliques or "meetings outside meetings"[9:30] - Benefits of strong board mentor programs: o Transforms onboarding experienceo Drives better board performanceo Fosters culture of inclusion and support[11:00] - Key takeaways and encouragement to implement board mentors [12:15] - Closing remarks and information on free board orientation checklist resourceReady to strengthen your board? ✅Download our free Board Orientation Checklist, "Onboarding for Impact: The Essential Checklist for Nonprofit Board Orientation," at https://bit.ly/4adTGxK.Have questions or feedback? Email Jennifer at jennifer@peaktoprofit.com.About Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. At Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 35+ years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University. Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/About the Show:*Senior Living Visionaries* is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the senior living industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Jennifer Drago dives into the essential components of a successful board orientation with a focus on crafting effective board handbooks. Jennifer emphasizes why a robust orientation process sets the stage for new board members to engage quickly, align with organizational goals, and deliver meaningful contributions.Introduction and Why Board Orientation Matters (0:00)The importance of providing a strong foundation for new board members.How intentional onboarding fosters alignment and effectiveness.The Role of the Board Handbook (5:00)Defined as the "reference guide" or "dictionary" for board members.Supports board members with clear expectations, key policies, and historical documents.Essential Components of a Board Handbook (8:30)Welcome Materials, Organizational Overview, Board Member Responsibilities, Governance Documents, Operational Details, Financial Overview, Evaluation and Training Resources.Best Practices for Implementation (18:45)A handbook should be part of a larger orientation process—not a standalone document. Digital and physical options cater to diverse board member preferences.Annual reviews by the Governance Committee ensure up-to-date content.Incorporate feedback loops to refine and improve the handbook over time.Actionable Tips for Getting Started (25:00)Ready to strengthen your board?✅Download our free Board Orientation Checklist, "Onboarding for Impact: The Essential Checklist for Nonprofit Board Orientation," at https://bit.ly/4adTGxK.Have questions or feedback? Email Jennifer at jennifer@peaktoprofit.com.About Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/About the Show:*Senior Living Visionaries* is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the senior living industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH. Hosted on Acast. See acast.com/privacy for more information.

Are your new board members set up for success from day one? In this episode, Jennifer Drago, host of the Senior Living Visionaries podcast, discusses the importance of proper board orientation for new members. She emphasizes that a well-structured orientation process provides a solid foundation, enhances board member engagement, and retains them longer. Drago cites a 2017 study by George Mason University and Heidrich and Struggles, revealing only 45% of organizations have a defined onboarding process and only 46% feel prepared for their roles. Key components of effective orientation include sharing the mission, vision, and strategic plans; defining roles and responsibilities; and addressing governance vs. management distinctions. Drago also highlights the importance of understanding financial and legal obligations, fundraising expectations, and building relationships. She suggests ongoing education and engagement through site visits, volunteer opportunities, and social events to maintain board members' involvement and effectiveness.Ready to strengthen your board? ✅Download the free Board Orientation Checklist, "Onboarding for Impact: The Essential Checklist for Nonprofit Board Orientation," at https://bit.ly/4adTGxK.Have questions or feedback? Email Jennifer at jennifer@peaktoprofit.com.About Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/About the Show:Senior Living Visionaries is a podcast that brings together innovative leaders and forward-thinkers in senior living to share insights, strategies, and inspiring stories that shape the future of the industry. The show regularly features best practices in the boardroom to strengthen nonprofit governance, offering practical advice and bold ideas to empower professionals and organizations to thrive in a rapidly evolving landscape.👍Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.🎤Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Senior Living Visionaries, host Jennifer Drago interviews two guests about an innovative middle market senior living product they have under development: Matt Thornhill, leader of Cozy Home Community, and Jim Pieffer, CEO of Presbyterian Senior Care Network.Cozy Home Community, also known as pocket neighborhoods or cottage communities, feature 12 homes built around a community center. Generally, four of these neighborhoods are combined on one parcel for a total of 48 homes and up to 96 residents. This co-housing model requires seniors to volunteer a certain number of hours per month using their strengths for the benefit of their community and have a true desire to be social and active with their neighbors. Cozy Home Community uses modular-built homes that have consistent quality and can be developed more quickly than traditional construction.Presbyterian SeniorCare Network and the Slippery Rock University Foundation have joint ventured to create the first Cozy Home Community in Slippery Rock, PA. Jim and Matt discuss the benefits of integrating university resources and creating an intergenerational community. They emphasize the importance of partnerships, zoning considerations, and creative financing in developing such communities.Matt and Jim offer advice for senior living organizations interested in serving the middle market, stressing the need for collaboration and keeping operating costs low. The episode concludes with optimism for the future of senior living and the potential for expanding the Cozy Home Community model in other locations. This episode highlights a forward-thinking approach to meeting the needs of the aging population through innovative community design and strategic partnerships.Visit https://www.peaktoprofit.com/blog/pieffer-thornhill for Jim & Matt's bio and contact information as well as a PDF of the Cozy Home concept.   Hosted on Acast. See acast.com/privacy for more information.

This episode features Bob Roth, Managing Partner of Cypress HomeCare Solutions, discussing the trends in home care including workforce challenges, technology options and opportunities for collaboration and partnership in the senior care industry.Connect with Bob:Email: bobroth@cypresshomecare.comLinkedIn: linkedin.com/in/bobrothchs***Want to learn proven strategies to unlock the hidden revenue potential in your senior living organization? Hear the curated advice from industry experts in the free white paper "13 Secrets to Increase Profitability in Senior Living"! Download it now at www.peaktoprofit.com/f/secrets ***About Our Guest:Bob Roth is the Managing Partner of Cypress HomeCare Solutions. Bob assisted in creating Cypress HomeCare Solutions with his family in 1994. With nearly 40 years of consumer products, health care and technology experience, Bob has successfully brought the depth and breadth of his experience to the home care trade and in doing so, Cypress HomeCare Solutions has been honored to receive a number of awards over the years, including Bob being chosen as the January 2014 CEO of the Month and was a finalist for the 2015, 2022 and 2023 Phoenix Business Journal’s Healthcare Heroes award.About the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Senior Living Visionaries, hosted by Jennifer Drago, strategy consultant and CEO of Peak to Profit, we delve into the crucial topic of board governance, focusing specifically on board engagement. The discussion begins with an introduction to a valuable free resource available on the Peak to Profit website (www.peaktoprofit.com): the Nonprofit Board Governance Self-Assessment, which helps organizations evaluate their governance processes and identify areas for improvement.Jennifer outlines ten key practices for enhancing board engagement, starting with an effective board orientation. This includes providing a comprehensive overview of the organization's history, strategic plan, current financial status, and future vision. She also emphasizes the value of mentoring, where a seasoned board member supports and guides a new board member, ensuring they feel comfortable and well-informed.***Maximize your board's potential! Grab a copy of Nonprofit Governance Self-Assessment workbook to identify areas where your board excels and where it can improve. ➡️ https://www.peaktoprofit.com/f/board ***About Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University. Visit www.seniorlivingvisionaries.com/ or our sponsor, www.peaktoprofit.com, to learn more!You can also follow Jennifer on her LinkedIn: www.linkedin.com/in/jenniferdragoAbout the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: www.airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Senior Living Visionaries, host Jennifer Drago welcomes Dr. Amanda Young and Elizabeth Weglein from The Wesley at Home. Jennifer, a seasoned strategy and governance consultant, introduces her guests and answers their questions about governance as they endeavor to strengthen their Board of Directors.***Maximize your board's potential! Grab a copy of Nonprofit Governance Self-Assessment workbook to identify areas where your board excels and where it can improve. ➡️ https://www.peaktoprofit.com/f/board ***About Our Guest:Amanda Young serves as the Executive Director of The Wesley at Home (soon to be Wesley Secure Care). She is an experienced gerontologist and specializes in launching and operating Continuing Care at Home (CCaH) programs. Elizabeth Weglein serves as the CEO of Elizabeth Cooney Personnel Agency and Vice Chair of The Wesley at Home Board of DirectorsAbout the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH. Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago, strategy and governance consultant and CEO of Peak to Profit, shares key takeaways from the Arizona LeadingAge 2024 Conference. Jennifer also summarizes the valuable insights and trends discussed at the Arizona LeadingAge conference.**Looking for more expert insights? Grab a copy of our valuable resource, "13 Secrets to Increase Senior Living Profitability in 2024," where I've curated expert perspectives from industry leaders featured on the "Senior Living Visionaries" podcast. 👉 https://www.peaktoprofit.com/f/secrets ***About Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.  Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/About the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH Hosted on Acast. See acast.com/privacy for more information.

In this episode, Jennifer Drago, a Strategy Consultant and Host of the Senior Living Visionaries Podcast, discusses the importance of term limits and having a regular board member assessment process for nonprofit boards.Jennifer’s strategy development and governance expertise has helped senior living, healthcare and nonprofit organizations increase profitability and impact. In this episode, Jennifer guides nonprofit organizations to improve governance and enhance strategic effectiveness through term limits and annual board member assessment processes.Want to see how your board is performing? Take our free Nonprofit Governance Self-Assessment at www.peaktoprofit.com/f/board. You'll get immediate feedback on areas where your board shines and areas that you can improve.About Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University. She is a Life Fellow of the American College of Healthcare Executives, a certified Nonprofit Board Consultant (BoardSource), a certified Mastery Method Coach (Institute of Coaching Mastery) and a Lifecycles Capacity Consultant (Nonprofit Lifecycles Institute).Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/About the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago interviews Jill Vitale-Aussem, president and CEO of Christian Living Communities, a Colorado-based not-for-profit organization. Jill discusses the importance of cultural transformation in senior living organizations, strategic planning, financial sustainability, combating ageism, creating a positive experience, and more!You can follow Jill on her socials:https://www.linkedin.com/in/jill-vitale-aussem/ | https://christianlivingcommunities.org/👉Check out Jill Vitale-Aussem's book, Disrupting the Status Quo of Senior Living: A Mindshift, at https://mindshift.healthpropress.com/#about-the-book 👉See CLC’s Citizenship philosophy in action: https://www.youtube.com/watch?v=R3uU6tgWoS4Other books mentioned in this episode:✅Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life by Ryan Frederick✅Ageism Unmasked: Exploring Age Bias and How to End It by Tracey Gendron, PhDAbout Our Guest:Jill has over 25 years of experience in senior living and transforming the culture of nursing homes, assisted living communities, and retirement communities. Today, Jill serves as President & CEO of Christian Living Communities (CLC), a Colorado-based not-for-profit serving more than 1,500 older adults and their families through its communities and home care services. CLC’s management and consulting division, Cappella Living Solutions, provides third-party management, consulting and digital marketing services to mission-aligned organizations throughout the country. About the Show:👉Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.👉Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH Hosted on Acast. See acast.com/privacy for more information.

Succession planning is crucial but often overlooked in nonprofits. More than 70 percent of organizations lack formal CEO succession plans and emergency transition procedures. This leaves boards unprepared when sudden leadership changes occur. What happens if your CEO leaves unexpectedly? Who will take over financial and operational responsibilities on short notice? Senior Living Visionaries host, Jennifer Drago, discusses the importance of CEO succession planning for nonprofit organizations. She emphasizes the need for nonprofits to have an emergency leadership transition plan in place in case of an abrupt CEO departure. This plan should outline who will take on key responsibilities like financial oversight, communications, and interim management.About Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University.  Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!You can also follow Jennifer on her LinkedIn: https://www.linkedin.com/in/jenniferdrago/About the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH Hosted on Acast. See acast.com/privacy for more information.

Today, Jennifer Drago, an experienced strategist and business coach, hosts a solo episode. She’s passionate about executive leadership and strategic planning. Jennifer has worked with senior living organizations and nonprofits, helping them improve their governance and strategic planning. In this episode, she discusses a very important topic: the need for board education and understanding about the responsibilities of board members, and their crucial roles in shaping organizational strategic direction. About Our Host:Jennifer Drago is an award-winning strategist, author, speaker and certified business coach. Through Peak to Profit consulting, she helps senior living, healthcare and nonprofit organizations get clear on their vision and strategy so they can identify -- and execute on -- opportunities for growth, revenue and operational efficiencies.Jennifer worked as a strategy and operations executive in the healthcare and senior living industries for 30 years, facilitating strategic plans and developing new programs and service lines. She holds a bachelor’s degree in Finance, a master’s degree in Business Administration and a master’s degree in Health Services Administration from Arizona State University. She is a Life Fellow of the American College of Healthcare Executives, a certified Nonprofit Board Consultant (BoardSource), a certified Mastery Method Coach (Institute of Coaching Mastery) and a Lifecycles Capacity Consultant (Nonprofit Lifecycles Institute).Visit http://seniorlivingvisionaries.com/ or our sponsor, https://www.peaktoprofit.com/, to learn more!You can also follow Jennifer on her LinkedInAbout the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH Hosted on Acast. See acast.com/privacy for more information.

In this episode, we interview Rob Liebreich, the President and CEO of Goodwin Living, a faith-based nonprofit serving over 2,500 older adults. His passion for empowering older adults to take control of their brain health through non-pharmacological solutions makes him a leader worth paying attention to. Today, Rob discusses how his nonprofit is innovating across its continuum of care through evidence-based programs like StrongerMemory, a supportive culture for employees and residents, strategic initiatives to serve middle-income seniors, and a governance structure that cultivates creativity and risk-taking.Find out more about Goodwin Living at: https://goodwinliving.org/Find out more about StrongerMemory at https://StrongerMemory.org/You can also follow Rob on LinkedIn: https://www.linkedin.com/in/robliebreich/About Our Guest:Rob Liebreich is the President and CEO of Goodwin Living since July 2019. His energy, compassion, and creative drive, support the strategic goals and growth of the Goodwin Living organization.About the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago interviews Lisa McCracken, Head of Research and Analytics at NIC. She shares her expertise in senior living research and data-driven insights on industry challenges and opportunities. She showcases practical examples of how organizations nationwide are embracing opportunities to meet the demands of a changing marketplace.As we begin, Lisa guides us through the challenges and opportunities in serving the "forgotten middle" population of seniors who fall between subsidized housing and private options, addressing the dual burden of housing and care costs and exploring innovative solutions to bridge the gap.Go to https://www.nic.org/ to learn more about analytics and insights that investors and operators need for senior housing and care.You can also follow Lisa on her LinkedIn at https://www.linkedin.com/in/lisa-mccracken-62ba78a/About Our Guest:Lisa oversees NIC’s research and analytics team, which develops actionable, data-driven insights on industry challenges and opportunities and showcases practical examples of how organizations nationwide are embracing opportunities to meet the demands of a changing marketplace. Additionally, Lisa oversees a robust research agenda with nationally recognized partners to help the next generation of senior housing and care leaders address evolving and dramatically different consumer preferences and needs.Prior to joining NIC, Lisa served as director of senior living research and development with Ziegler, a leading investment bank for senior housing and care, where she oversaw research staff supporting the senior living, senior housing, and related corporate finance healthcare practices. Lisa began her career as a research analyst at Holleran, a healthcare and aging services research and consulting firm, where she was successively promoted to become vice president of research, managing partner and ultimately president between 2009 and 2013.About the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Mark Beggs and Kent Devereaux discuss the origin and development of the partnership between Edenwald Senior Living and Goucher College to create a new university-based retirement community. They also discuss the lifelong learning opportunities of their partnership, the opportunities that this partnership brings to both students and residents and the planning/integration process. Follow Mark Beggs and Edenwald at:Linkedin | Website | EmailFollow Kent Devereaux and Goucher College at:Linkedin | Website | EmailAbout Our Guest:Mark Beggs is the president and CEO of Edenwald, a Maryland senior living organization. He has over 38 years of experience in senior living and holds a Bachelor of Social Work degree and a Master of Business Administration. Kent Devereaux joined Goucher College in 2019 as its 12th president. He has a Bachelor of Fine Arts in music composition and a Master of Fine Arts in art and technology. About the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-...Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dz... Hosted on Acast. See acast.com/privacy for more information.

In this episode, host Jennifer Drago interviews Ann Conn, the President and CEO of McGregor Foundation. Today, Ann shares her expertise in senior living leadership and innovation and in navigating the complexities of expanding programs like the Program of All-Inclusive Care for the Elderly (PACE) and fostering community-based services effectively.Go to https://mcgregorfoundation.org/ to learn more about support programs allowing older adults to age in place.You can also connect with Ann via email, ann.conn@mcgregoramasa.org or her LinkedIn https://www.linkedin.com/in/ann-conn-261175116/.About Our Guest:Ann Conn serves as President and Chief Executive Officer for the McGregor Foundation with more than 25 years of experience working in the Senior Living Industry. She provides leadership to McGregor whose mission is to serve seniors through both direct service provision and philanthropic support. McGregor provides rehabilitation, nursing, housing and hospice services in conventional settings as well as working to keep seniors as independent as possible in the community through its Program for All-inclusive Care for the Elderly. For the first five years of her career, she worked in public accounting performing audit, tax and business valuation engagements. She joined Asbury Heights, a continuing care retirement community located in Pittsburgh, Pennsylvania. In an effort to relocate to Ohio, she joined a family-owned chain of nursing facilities located in Ohio and Pennsylvania where she worked until joining McGregor in 2006. Ann currently serves on the board of directors for the Leading Age Ohio and Evergreen Cooperative Board.About the Show:Subscribe to be notified of new episodes of Senior Living Visionaries as they are published! Visit https://www.peaktoprofit.com/podcast-subscribe.Know someone who would make a great guest on the Senior Living Visionaries podcast? Apply here: https://airtable.com/appCRz6ksoivW5dzI/shrH2VSWVCXg4KMeH/. Hosted on Acast. See acast.com/privacy for more information.