Raymond W. Braun
President
Heath Care REIT, Inc.
(Finance, Underwriting and Investment Analysis - lead instructor)

Raymond W. Braun is President, Chief Operating Officer, and Chief Financial Officer of Health Care REIT, Inc. Prior to joining the Company in 1993, he served as a partner with the law firm of Shumaker, Loop & Kendrick. He is a member of the Board of Directors of the National Investment Center and the Board of Trustees of the Medical College of Ohio at Toledo Foundation. Raymond Braun holds a B.S. from Bowling Green State University and a law degree from the University of Pennsylvania.
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David Carliner
Senior Vice President
Shelter Development
(Development of Seniors Housing and Care)

David D. Carliner is currently Senior Vice President of Shelter Development. Prior to joining The Shelter Group, he held an executive position with Genesis Health Ventures until 1994 when he co-founded Elder Health. He is Chairman of the Community Housing Board and serves as Vice President of Comprehensive Housing for the Aged. David Carliner holds a BA in psychology from Connecticut College, a Master's in Health Service Administration from The George Washington University, and a JD from the University of Maryland School of Law.
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Michael H. Cook
Partner in the Washington, D.C. office of Baker & McKenzie
Practice Areas-Health Law

Mr. Cook’s practice involves primarily representing health care entities and companies and their trade associations throughout the United States on regulatory matters, with a special emphasis on representing hospitals and post-acute entities such as nursing facilities, assisted living facilities, CCRCS, home health agencies, and others on matters involving reimbursement under the Medicare and Medicaid programs.
Mr. Cook has lectured extensively to the American Health Lawyers Association, the Healthcare Financial Management Association, the American Health Care Association, the American Association of Homes and Services for the Aging, the National Subacute Care Association, the Assisted Living Federation of America, the American Hospital Association, the American College of Health Care Administrators, the American Medical Directors Association, other hospital and long-term care associations.
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Jerry Cooper
Exectuve Director
NCALA

NCALA Executive Director, Jerry Cooper, has a background that includes assisted living experience from both the public and private sectors. Six of his eight years in the public sector were spent with the North Carolina Division of Social Services, as well as the Division of Facility Services (DFS). In his DFS position, he had responsibilities for implementing the North Carolina licensure program regulating residential care facilities, including Homes for the Aged and Disabled, Family Care Homes and Mental Health Residential Treatment Facilities and providing consultation to Assisted Living Administrators (formerly Domiciliary Care) and local departments of Social Services. In September of 1997, after two years as President of the NCALA, Jerry began his current role as Executive Director of NCALA. In this position, he has been very active in legislative issues, and spends most of his time at the General Assembly when they are in session. He is also heavily involved in the educational arm of NCALA, teaching administrator certification classes, as well as regional meetings across the State.
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Philip J. Downey
SVP
Strategy and Market Analysis

Mr. Downey brings over eighteen years of experience in the seniors hosing and care industry to his current role as Senior Vice President of Strategy and Research for Sunrise Senior Living. The primary focus of his career has been in the areas of market feasibility analysis, new product development and strategic planning.
Prior to joining Sunrise, Mr. Downey worked for Marriott Senior Living Services where he managed product development and market research initiatives resulting in the creation and roll-out of a multi-brand seniors housing business with over 150 communities. He has served as the Chairman of the American Seniors Housing Association, and holds a Master of City and regional Planning degree from Rutgers University and a BA from the University of Illinois.

Joe Dvorak
Vice President of Reimbursement
Genesis Healthcare
(Management and Operations)

Joe Dvorak is Vice President of Reimbursement for Genesis Healthcare. He has 30 years experience in the field of Medicare and Medicaid reimbursement and has worked for seven different State Medicaid Systems. Prior to Genesis, he worked as a staff accountant for KPMG Peat Marwick and also as an auditor of Hospital Cost Analysis Service, Inc. He has served as Chairman of Payment for Services Medicaid Committees in Maryland and Virginia and is a member of the Finance and Medicare Reimbursement Committees of the American Health Care Association. Joe Dvorak graduated from Loyola College of Baltimore in 1968 and is a member of both the American Association of Certified Public Accountants and the Maryland Association of Certified Public Accountants.
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John C. Erickson
Chairman and CEO
Erickson Retirement Communities
(Business and Strategy of Seniors and Housing and Care)

John Erickson has been involved in retiree and elderly housing since 1972. As president of Florida Leisure Communities, Inc., he has acquired, built and managed over 3,000 housing units for moderate-income retirees moving to Florida. In September of 1981, he began work on the Charlestown Retirement Community in Baltimore, Maryland. With 13 Erickson Retirement Communities in operation today, his company has become a national leader in providing full-service housing programs to the middle-income elderly. John Erickson holds an MA from Catholic university in Administration and a BA in philosophy from St. Bernard College.
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Troy Florian
Vice President of Regional Operations
Benchmark Assisted Living
(Management and Operations)

Troy Florian is responsible for operational leadership of multiple communities focusing on financial performance, talent development and enhancement of the customer's experience. He has previously served as an Executive Director in senior housing communities such as sub-acute/rehabilitation, skilled nursing, independent living, assisted living, and assisted living for memory impaired. He was also a founding board member of the Assisted Living Federation of America's chapter in Kansas. Troy Florian received a Bachelor of Applied Arts in Public Health & Business Administration from Central Michigan University.
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Leslie A. Grant
Associate Professor
Division of Health Services Research and Policy
University of Minnesota

Leslie A. Grant, Ph.D. is Associate Professor of Healthcare Management in the Division of Health Services Research and Policy at the University of Minnesota.  Dr. Grant is Director of the Center for Aging Services Management at the University of Minnesota.
Dr. Grant’s research interests include organizational innovation in long term care, health services research, and environmental design. His current research focuses on organizational innovations in long term care.  He is studying culture change in nursing facilities.  He is working with Beverly Healthcare on the evaluation of their resident-centered eldercare initiative.  He is also working with the Wellspring Institute to support leadership development for successful culture change.  He is also evaluating Alzheimer’s care within assisted living facilities.
Dr. Grant is a principal at MyInnerView, Inc. (a private quality management company based in Wausau, WI).  He is the recent recipient of the paper of the year award from the National Investment Center. He has numerous publications in both professional and trade journals.
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Jill Haselman
Senior Vice President of Organizational Development and Culture
Benchmark Assisted Living
(Management and Operations)

Jill Haselman is the Senior Vice President of Organizational Development & Culture for Benchmark Assisted Living where she is directly responsible for creating values-based culture, focusing on organizational effectiveness, and direct business results. She has 20 years of experience in the fields of organizational development & behavior, human resource management and adult education. Prior to joining Benchmark in 2001, she was Vice President of organizational development for Lend Lease/Boston Financial and has operational experience at Cornell University and in the Virginia Department of Education. Jill Haselman received her undergraduate degree in Marketing Education, an MA in Human Resource Management from Virginia Tech, and completed her qualifying curriculum for a PhD from Cornell University.
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Jeff K. Hettleman
Executive Vice President
Shelter Development
(Development of Seniors Housing and Care)

Jeff K. Hettleman is currently Executive Vice President and Chief Development Officer of Shelter Development. Prior to joining Shelter in 1994, he was an attorney at the law firm of Piper & Marbury in Baltimore, Maryland specializing in structuring and closing real estate and corporate transactions. He is a member of the Governor's Housing Policy Commission and President of the Maryland Affordable Housing Coalition. He also serves on the board of the National Multi-Housing Council, is a member of the Board of Trustees of The Park School and is a member of the National Housing Rehabilitation Association. Jeff Hettleman received a JD from Yale Law School and a BA from Haverford College.
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Chris Hollister
Chairman and Chief Executive Officer
Southern Assisted Living, Inc.
(Management and Operations)

Chris Hollister is co-founder, Chairman and Chief Executive Officer of Southern Asssted Living, Inc. (SALI"). SALI is the largest provider of assisted living services in the state of North Carolina and one of the top twenty assisted living providers in the nation. Prior to SALI, he held various management positions in the assisted living and senior housing industry for over 19 years and continues to be a frequent speaker at regional and national conferences. He served on the board of the Assisted Living Federation of American (ALFA) from 2000-2004 serving as Treasurer from April, 2002 to April, 2004. He received a BS in Economics from Texas A&M University and an MBA from the Fuqua School of Business at Duke University.

Leigh Howe
Administrative Vice President
M&T Bank
(Development of Seniors Housing and Care)

Leigh Howe joined the Healthcare Banking Division of M&T Bank in 1995, following a 17-year banking career with NationsBank. In 1984, she was a founding member of the first Healthcare Banking Group in the state of Maryland as part of Equitable Trust Bank. She is responsible for the Mid-Atlantic Senior Living sector of M&T BANK, which includes skilled nursing, assisted living and CCRC's in the states of New Jersey, Maryland, Delaware and Virginia. She has previously been chair of the Beacon Institute, and a member of the AAHSA, AHCA, AHLA, and numerous state organizations. Leigh Howe is a graduate of Lycoming College and received her MBA from Loyola College in Baltimore, MD.
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Tony Ingelido
Director of Quality Assurance
Intellidyne
(Business and Strategy of Seniors and Housing and Care - lead instructor)

Tony Ingelido is currently Director of Quality Assurance for Intellidyne and was previously Vice President of Organizational Excellence for Asbury Services, Inc. He has served as an examiner for the Presidential Quality Award and for the Maryland State Quality Award, served as the chair of the Washington DC section of the American Society for Quality (ASQ), the Education Chairman and is a Senior Member of the ASQ. He is also an Adjunct Professor with Montgomery Community College. Mr. Ingelido received his BS from the University of Maryland, a Masters of Science in Technical Management from the University of Maryland, University College and an MBA from the Keller Graduate School of Management.
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Paul Klaassen
Founder and CEO
Sunrise Senior Living
(Management and Operations)

Paul Klaassen founded Sunrise Senior Living with his wife, Terry, in 1981. He has served as chairman and Chief Executive Officer of Sunrise since the company's inception. He is the founding chairman and a director of the Assisted Living Federation of America (ALFA). He currently serves as a director of the U.S. Chamber of Commerce and The National Chamber Foundation. He also serves on the Board of Trustees of The Hudson Institute, The Institute for American Values, The Ethics and Public Policy Center, The Trinity Forum and on the Advisory Committee for the Department of Health Care Policy at Harvard University Medical School and as president of the Netherland-America Foundation.
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Allen Lynch
Attorney
Nixon Peabody LLP
(Business and Strategy of Seniors and Housing and Care - lead instructor)

Allen Lynch practices law in the Nixon Peabody Real Estate Group and is a member of the Firm's Seniors Housing and Care Team. He has served on the Board of Overseers of Rogerson Committees and the Board of Friends of Cambridge Homes in Cambridge. He currently serves on the Board of Advisors of The Johns Hopkins University Seniors Housing and Care Program and the editorial board of McKnights Assisted Living. Allen Lynch is licensed to practice law in Massachusetts, and is the first and only lawyer in America to hold a certificate in Seniors Housing and Care from Johns Hopkins. He holds a JD from the Franklin Pierce Law Center and a BA from Hartwick College.
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Dan Madsen
President and CEO
Leisure Care, LLC
(Sales and Marketing)

Dan Madsen joined Leisure Care in July 1988 as a retirement community general manager and worked his way through various senior management and executive level positions until being named president and CEO in September 1998. In April 2003, he purchased Leisure Care from founders Charles and Karen Lytle, becoming the sole proprietor. He presently serves on the board of directors and the executive committee for American Seniors Housing Association (ASHA), the board of trustees for Children's Home. Before joining Leisure Care, he was vice president of Tekna-Tool and co-owner of a marketing and public relations firm. Dan Madsen received his education at Dixie College in St. George, Utah.
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Jim May
Vice President of Construction
Sunrise Development, Inc.
(Development of Seniors Housing and Care)

Jim May is Vice President of Construction of Eastern North America of Sunrise Development, Inc., a division of Sunrise Senior Living. Prior to joining Sunrise Senior Living in 1996, he held positions in the Construction Industry with General Contracting/Construction Management firms working on projects throughout the North East corridor in Boston, New York City, Philadelphia and Washington D.C., which included High Rise Commercial & Condominium, Industrial, Retail, and Government projects in the Contract Management form of Lump Sum, GMP (Guaranteed Maximum Price) and Design/Build, and Construction Management. Jim May holds a Bachelor of Civil Engineering from Villanova University.
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Joe McElwee
Senior Vice President of Development
Sunrise Senior Living
(Development of Seniors Housing and Care)

Joe McElwee joined Sunrise Senior Living in 1994. As Senior Vice President of development, he has performed site selection, zoning, and site plan approvals for approximately 50 Sunrise prototypes for market areas including Philadelphia, Pittsburgh, New Jersey, Detroit, Toronto, Chicago and Dallas.
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Debbie McLarty
Vice President of Reimbursement
Genesis Health Ventures
(Management and Operations)

Debbie McLarty currently serves as Vice President of Reimbursement for Genesis Health Ventures. She has 17 years experience in Medicare and Medicaid reimbursement including 23 different State Medicaid Systems and represents Genesis at five State associations. Prior to Genesis, she worked as the Director of Reimbursement for Integrated Health Services and a senior accountant for HCR Manorcare. Previously she has been chair of the Coalition for the Preservation of Reimbursement for Quality Care. Debbie McLarty graduated from the University of Toledo in 1989 and is a certified public accountant.
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Jim Moore
President
Moore Diversified Services, Inc.
(Sales and Marketing)

Jim Moore has over 40 years of industry experience and for the past 34 years the company he founded, Moore Diversified Services, Inc., has served thousands of national and international clients. He has personally conducted over 1,800 senior housing and health care consulting engagements in 700 markets in 48 states, as well as international consulting engagements in Japan, Australia, Asia, Canada, Europe and Mexico. He has written several hundred technical papers, a weekly business column, a monthly magazine column, and has published several books and testified in over 50 trials at the state and federal level. Jim Moore holds a BS in Industrial Technology from Northeastern University and an MBA in Marketing and Finance from Texas Christian University.
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Anthony J. Mullen
Research Director
National Investment Center for The Seniors Housing and Care Industry (NIC)
(Management and Operations, Business and Strategy of Seniors and Housing and Care)

Anthony J. Mullen has been an executive officer in three companies and was the founder and CEO of Traditions of America, a mid-Atlantic builder of active adult communities until 2000. He was a founder of the NIC and served on the Board and Executive Committees for 12 years. He has published several groundbreaking articles in the field and won awards for his pioneering research on absorption rates. Anthony Mullen holds a Master's degree from Drexel University, an undergraduate degree from St. Joseph's University and is a CPA in Ohio.
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Jim Owens
Corporate Senior Marketing Coordinator
Whiting Turner
(Development of Seniors Housing and Care)

Jim Owens has been employed in the construction industry for the past 21 years by Whiting-Turner. He is a certified Retirement Housing Professional. He has completed over 1200 units of senior living apartments in areas of Maryland including Bel Air, Woodlawn, White Marsh and Catonsville. He is also creator of the Whiting-Turner senior living cost database. Jim Owens received an MS in business administration from Loyola College in 1994 and a BS in civil engineering from the University of Delaware in 1983.
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Daniel P. Rexford
Executive Vice President of Marketing and Sales
Erickson Retirement Communities
(Sales and Marketing)

Daniel Rexford is the Executive Vice President of Marketing. He is responsible for developing and implementing the marketing and sales strategies for all Erickson continuing care retirement communities. He also served as the Executive Director of Charlestown, Erickson's flagship community in Catonsville, Md. He originally joined the company in 1990, as the Director of Marketing for Charlestown. Prior to joining Erickson, he managed the marketing and operations for two companies that provided technical services to the National Cancer Institute, Environmental Protection Agency, Department of the Treasury, General Services Administration, and Department of Defense.
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Arnold I. Richman
Chairman
The Shelter Group
(Development of Seniors Housing and Care)

Arnold Richman spent 25 years as a partner of Meridian Healthcare, responsible for the management and operations of health care facilities and served as Vice President of Operations, Executive Vice President and Chairman before joining Shelter in 1995. He previously served as President of the Board of Trustees of The Park School as well as Vice Chairman of the Board and Campaign Chair of The Associated-Jewish Community Federation of Baltimore. His current civic involvement includes serving on the boards of the Institute for Christian and Jewish Studies, The Baltimore Community Foundation, The Safe and Sound Campaign, Johns Hopkins Medicine, The Chesapeake Bay Foundation and The Board of Visitors of the University of Maryland-Baltimore County.
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Charles H. Roadman II
Present and CEO, retired
American Health Care Association
(Business and Strategy of Seniors and Housing and Care)

Dr. Charles H. Roadman II, recently retired President and CEO of the American Health Care Association, has over 30 years of experience in the health care field. Before joining the American Health Care Association, he served as the Surgeon General of the United States Air Force (USAF). He received his medical degree from the Emory University School of Medicine in Atlanta, GA. He is certified by the Board of Obstetrics and Gynecology and by the American College of Healthcare Executives. He is a member of the American Medical Association, Association of Military Surgeons of the United States, and a Fellow of the American College of Obstetricians and Gynecologists and a Fellow of the Aerospace Medical Association. In 2002 he was certified as a CNA.
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Judah L. Ronch, Ph.D
Vice President
Mental Health and Wellness for Erickson Retirement Communities

Dr. Ronch is Vice President of Mental Health and Wellness for Erickson Retirement Communities, where he is responsible for developing person-centered strengths based approaches that serve the mental wellness needs of Erickson’s over 13,000 residents on 11 campuses. Chief among his responsibilities is to develop resident services and staff education programs to optimize memory ability, dementia care, and mental wellness resources of persons with adjustment difficulties, depression and anxiety.

Dr. Ronch received his B.A degree (1966) in Psychology from Hunter College of The City University of New York and his Ph.D in Psychology (1972) from Yeshiva University. Prior to coming to Erickson on July 7, 2004, Dr. Ronch was the founder and Executive Director of LifeSpan DevelopMental Systems, which for over 25 years created numerous innovative programs of clinical service, research, staff development systems consultation and organizational development to meet the mental health needs of the aging in various parts of the United States.
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Larry Rouvelas
Director of Market Strategies
Sunrise Senior Living
(Business and Strategy of Seniors and Housing and Care)

Larry Rouvelas is the Director of Market Strategy at Sunrise Senior Living. Prior to joining Sunrise in February 2003, he was the Executive Vice President of Pulse Medical Instruments overseeing sales and finance. Before that, he was a consultant at McKinsey & Company, a management-consulting firm. He currently serves on the board of directors of Pulse Medical Instruments and the Arlington/East Falls Church Civic Association. Larry Rouvelas holds an MBA from Harvard Business School and a BA in Political Science from Yale College.
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R. Jeffrey Sands, Esq.
Executive Vice President
Herbert J. Sims & Co., Inc.
(Development of Seniors Housing and Care)

R. Jeffery Sands has been involved in the development, acquisition, and financing of over 250 hospitals, nursing homes, continuing care retirement communities and assisted living facilities. Prior to joining Herbert J. Sims & Co., Inc., he was the Managing Partner of the Hartford office of Wiggin & Dana, a Connecticut-based law firm. He served as Chairman of the firm's Long-Term Care Practice Group specializing in corporate, financial, and regulatory issues and has also served on the Legal Committee of the American Association of Homes and Services for the Aging. R. Jeffery Sands graduated from Trinity College and received his law degree with high honors from the University of Connecticut School of Law.
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David Segmiller
Principal
Freeman White

David Segmiller, Principal, Freeman White in Charlotte, Vice Chair of the Senior Housing Council at ULI (Urban Land Institute), has been the lead designer on numerous Retirement Communities, Skilled Nursing, Assisted Living and Affordable Housing projects recognized in by the American Institute of Architects (AIA) and the American Association of Homes and Services for the Aging. He has taught in the Real estate program at Johns Hopkins, has served as President of the Baltimore chapter of the AIA, and on the Board of the Maryland Society of the AIA. David Segmiller holds a Bachelor of Environmental Design from Miami University in Oxford, Ohio, a Master of Architecture from North Carolina State University, and a Master of Real Estate from Johns Hopkins University.
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David Smith
President
One on One, Service to Seniors
(Sales and Marketing - lead instructor)

David Smith is Co-owner, developer and manager of The One McKnight Place Campus in Saint Louis County, Missouri. The McKnight Place campus is a nationally acclaimed senior community with nearly 400 units of congregate, assisted living and skilled nursing facilities. He is also president of One on One, Service to Seniors, which provides hands-on consulting to retirement, assisted living and skilled nursing communities throughout the United States. David's proactive, relationship-based, and cost-effective selling approach has been field tested in dozens of urban, suburban and rural markets.
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Brian C. Swinton
(Business and Strategy of Seniors and Housing and Care - lead instructor)

Brian Swinton has been an industry pioneer and leader for the past 19 years. He has been a Senior Vice President of The Forum Group team and Executive Vice President at Sunrise in charge of sales and marketing, customer and employee satisfaction and product development. He has served as Chairman of the National Council on Senior's Housing, director and vice president of the National Association of Senior Living Industries, and is an active speaker at conferences on a variety of industry topics. He holds an MA in Business Administration with Distinction from Harvard Business School specializing in Marketing and Real Estate.
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John Tansey
Acquisitions Director
Erickson Retirement Communities
(Development of Seniors Housing and Care)

John Tansey is an Acquisitions Director for Erickson Retirement Communities. Previously, he worked for The Shelter Group and Constellation Senior Services. He has 25 years of experience in real estate development and has worked for the past 10 years in senior housing. John Tansey holds a BA from Washington College, a Masters of Landscape Architecture from Louisiana State University and an MBA from Loyola College.
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Richard H. Williams
Vice President of Operations
Brookdale Assisted Living

Richard H. Williams, Jr., a healthcare management professional with over 20 years experience, was the Vice President of Operations at Southern Assisted Living, Inc. (SALI) which was recently acquired by Brookdale Senior Living, Inc., a leading owner and operator of senior living communities with 445 locations in 32 states. Based in North Carolina, SALI was one of the 15 largest assisted living providers in the nation that developed, acquired, and operated purpose-built assisted living and dementia care communities throughout the Carolinas and Virginia. As part of the founding team, Mr. Williams had a key role in growing SALI from inception in 1996, which included the development of 15 communities and in late 1999 the acquisition of 27 additional assisted living communities. In 2005, SALI provided care and services to almost 2700 residents through 42 communities with a 92% average occupancy and annually generates over $80m in net revenue with an EBITDARM of over $30m.
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Margaret Wylde
President and CEO
ProMatura Group, LLC
(Sales and Marketing)

Margaret Wylde began conducting research on mature consumers more than 25 years ago. ProMatura Group, LLC, the company she founded, conducts research about living conditions for elder citizens. Currently, she serves on the Boards of Directors of the American Society on Aging, the National Association of Home Builders Seniors Housing Council and LifeSpec Cabinet Systems, Inc., and is member of the Advisory Board for the National Center for Universal Design and the Association of Marketing & Sales Executives in Senior Housing. She has previously served as a Forum Group Board.

Margaret Wylde is author of four books, dozens of technical papers and articles, is a frequent keynote speaker, and contributes to trade, business publications and scholarly journals.
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