Agenda

Here’s what’s scheduled for this event:

Exclusive Event Lanyard Sponsored By:

August 24, 2026

3:00 PM – 7:00 PM
Registration

3:45 PM – 4:45 PM
InterFace ValuePLUS Roundtables:
Group discussions on a variety of topics. Each roundtable will have a host/facilitator.

4:50 PM – 5:40 PM
Capital Markets: With Lending Back, Where’s the Opportunity for the 2026-2027 Debt Market?

Elliot Kaple, Managing Director, Ikaria Capital Group
Robert Gall, Managing Director, Investment Banking,
Ziegler
Jason Beakas, Director, Lument
Chris Blanda, Senior Managing Director, VIUM Capital
Crispen Carey,
Director, Seniors Housing, Live Oak Bank
Ken Assiran, Managing Director, Senior Housing, Capital Funding Group,
*Moderator

5:40 PM – 7:00 PM
Networking Cocktail Reception

August 25, 2026

7:15 AM - 8:15 AM
Breakfast & Networking
Event Breakfast Sponsor:

8:15 AM - 9:05 AM
What’s Trending in Architecture, Design and Construction

David Fik, President, Partner, Lantz- Boggio Architects
Reid Bonner, Founder & CEO, Senior By Design (SBD)
Mark Heckman, Senior Living Sector Leader, Moseley
Edward Tekin, Founder & CEO, Steel Tech USA
Rebecca Jourdan, Client Experience Design Manager, Direct Supply Aptura, *Moderator

9:05 AM - 9:25 AM
Networking Break

9:25 AM - 10:25 AM
The Power Panel: CEOs Discuss the State of the Industry

Sevy Petras, CEO, Priority Life Care
Chris Guay, CEO, Vitality Living
Traci Taylor-Roberts, CEO, Harmony Senior Living
Doug Schiffer, President & CEO, Allegro Living
Teddy Helfrich, Chief Revenue Officer, WelcomeHome Software, *
Moderator

10:25 AM - 10:45 AM
Networking Break

10:45 AM - 11:35 AM
Rebounding Development Market: When Will Development Come all the Way Back?

Charlie Jennings, Managing Director & Deal Principal, Senior Living, Foundry Commercial
David Marinko, VP of Capital, Phoenix Senior Living
Tod Petty, Chief Investment Officer, Mainstay Senior Living
Kevin King, CEO, BLDG Real Estate Group
David Coster, Vice President Community Development, Retirement Living Associates (RLA)
Will Childs, Senior Advisor, Senior Housing Services *
Moderator

11:35 AM - 11:55 AM
Networking Break

11:55 AM - 12:45 PM
Concurrent Sessions

A-1: Investment Market Update: Transaction Activity & Deal Velocity

Grant Johnston, SVP, Asset Management, NHI
Michael Hartman, Chief Investment Officer, Capitol Seniors Housing
Shae Portnoy, VP Investments, LTC Properties
Kelly Sheehy, Managing Partner, Arcole Partners
Alex D'Agostino, VP of Acquisitions, Sinceri Senior Living
Kyle Hallion, Managing Director, Blueprint, *
Moderator

 

A-2: Getting Good Data: Marketing and Technology’s Impact on Operations

Leland Rice, President, QSL Management
Nick Wilmott, Chief Strategy Officer, Sage Management
Drew Williams, Chief Financial Officer, Oaks Senior Living
Sharalene Roper, Chief Operations Officer, Ignite Living
Jessica Wesley, VP, Head of North America, Vayyar Care,
*Moderator

12:45 PM - 1:15 PM
Networking Luncheon

1:20 PM - 1:50 PM
Affordable Housing Development Case Study (L.A. High Rise): Is This Product the Wave of the Future for Infill Markets?

George Kutnerian, Co-Founder & CEO, Wellpointe
Soo Im, Market Leader, Senior Living, Gensler

1:50 PM - 2:10 PM
Networking & Dessert Break

2:10 PM - 3:00 PM
Operations and Marketing: What are the Key Drivers for Success in 2026?

Kelley Skarp, SVP of Sales and Marketing, The Arbor Company
Todd Filippone, President, SRI Management
Woody DeWeese, Executive Vice President, Parc Communities
Ahkira Beverly, VP of Sales and Marketing, Senior Lifestyle
Tim Dunne, Chief Executive Officer, Claiborne Senior Living
Mike McMillen, Executive Vice President of Sales, SafelyYou. *
Moderator

3:00 PM
2026 Seniors Housing Southeast Conference Concludes