$129 – $179

2018 Fall Finance Seminar Evolve- East

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Normandy Farms Estates Acts Retirement-Life Communities

9000 Twin Silo Drive

Blue Bell, PA 19422

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Event description


This is the registration site for the Finance Seminar in Blue Bell, PA. If you would like to register for the Finance Seminar in Warrendale, PA, please click here.

LeadingAge PA is pleased to present our 2018 Fall Finance Seminar in the East! The theme for the 2018 LeadingAge PA Fall Finance Seminar is Evolve and will provide attendees with a variety of innovative ideas, information on current trends, and an opportunity to networking with colleagues. The focus of this seminar will be finance, reimbursement topics and PDPM. In an ever-changing financial landscape, evolution is essential to navigate through these changes. Continuing education credit hours for both accounting professionals and Nursing Home Administrators will be offered.

Seminar Agenda

8:30 – 9:30 am Registration Open and Continental Breakfast

9:30 – 10:00 am Opening Remarks by CEO, Adam Marles

10:15 – 11:15 am Education Session:

The Patient Driven Payment Model (PDPM) and what you need to know

  • Identify the PDPM components.

  • Explain the PDPM impact on Medicare reimbursement.

  • Compare the differences in the required MDS assessments.

Stephanie Kessler, Partner, RKL LLP

11:15 – 11:30am Break

11:30 – 12:30 pm Education Session:

Tax Reform: What It Means for your Organization's Financing Needs

  • Summarize the key changes with the new tax bill that will directly impact not-for-profit senior living providers.

  • Distinguish how providers will need to adjust their financing mechanisms and cost of capital in response to tax bill implications.

  • To assess how the tax bill changes impact overall organizational planning for the future.

Amy Castleberry, Director, Ziegler

12:30 – 2:00 pm Lunch/Networking/Meet the Sponsors

2:00 – 3:00 pm Education Session:

Accounting and tax update: Impacts of the ASC 606 revenue recognition standard, the new not-for-profit financial reporting standard, and tax reform on senior living service providers

  • Discover the implementation issues and challenges senior living service providers face surrounding the ASC 606 revenue recognition standard, determine where your organization is in the implementation process, and receive guidance on the specific disclosure requirements.

  • Review the provisions under FASB’s new not-for-profit financial statement reporting standard (ASU 2016-14) and learn how to improve net asset allocation.

  • Identify the new tax provisions affecting senior living organizations and receive guidance on how tax-exempt entities should evaluation how changes in the TCJA impact their organization, including updates to unrelated business income tax.

Mike Frey, Partner, Baker Tilly

3:00 – 3:15pm Break

3:15 – 4:15 pm Education Session:

CCRC Disclosure Statement and Resident Agreement Compliance

  • Clarify what financial and related information must or should be included in a CCRC’s Disclosure Statement.

  • Provide guidance for compliance with the disclosure requirements to minimize potential liability.

  • Explain disclosure requirements when a CCRC faces financial challenges related to non-compliance with bond or related financing covenants.

Kimber Latsha, Managing Shareholder/Attorney, Latsha Davis & McKenna, P.C.

Who should attend?

Attendees should include CEOs, CFOs, COOs, Board and other key members of the Executive Team concerned with the long term care vision of their organization. This learning event will provide leaders with vital information to position their organization to succeed in our rapidly evolving marketplace.

Cost to attend

Members - $129
Non-members - $179

Continuing Education Credits

Accounting Professionals

This program has been submitted for Continuing Education 4.8 total clock hours from the CPA (State Board of Accountancy).

LeadingAge PA is registered with the Pennsylvania State Board of Accountancy, Program Sponsor #PX000987L.

Nursing Home Administrators

This program has been approved for Continuing Education for 4 total participant hours by NAB/NCERS—Approval #20191112-8-A49080-IN.

This educational offering has been reviewed by the National Continuing Education Review Service (NCERS) of the National Association of Long Term Care Administrator Boards (NAB) and approved for 4 clock hours and 4 participant hours.

The Pennsylvania State Board of NHAs has final authority on the acceptance of individual courses.

Thank you to our Fall Finance Seminar Sponsors!

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Normandy Farms Estates Acts Retirement-Life Communities

9000 Twin Silo Drive

Blue Bell, PA 19422

View Map

Refund Policy

No Refunds

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