Governance Training
LeadingAge PA's virtual, six-part governance training series offers an in-depth exploration of essential governance principles crucial for both leaders and board members. This engaging series delves into key concepts with comprehensive coverage, ensuring participants gain a thorough understanding and practical application
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Throughout the sessions, experts will discuss effective strategies to bolster boards in implementing robust governance practices. From navigating merger, acquisition, and affiliation strategies to enhancing capital planning, participants will uncover ways to fortify their organizations' foundations.
The series will also highlight the board's pivotal role in strategic planning, emphasizing its significance in aligning organizational direction with industry trends. Discussions will also encompass workforce and succession planning, vital for organizational continuity and growth.
Don't miss out on this interactive training experience! Connect with fellow board members, exchange best practices, and elevate your governance expertise.
Didn't participate last year? No problem - all of 2025's sessions are unique to this year's training
PRICE
- Full registration – Member Community (for all six sessions): $215
- Full registration – Non-Member Community (for all six sessions): $485
Registration is by community, not individual. A link will be provided to each of the board members you invite to attend the morning of the training.
DAY 1: July 23
- Amy Castleberry, Managing Director at Ziegler
Financing Growth in Uncertain Times: An Economic Outlook and Capital Strategies for Not-for-Profit Senior Living Providers
Executing on strategic growth in today’s market demands access to pre-development capital and long-term financing—resources that are complex to secure. With the Federal Reserve adopting a "wait and see" stance on interest rate cuts, and persistent uncertainty surrounding tariffs, tax policy, and inflationary pressures, the cost of capital is returning to historical norms. At the same time, senior living providers—especially not-for-profits—are asked to meet evolving consumer dynamics a rising wave of demand.
This session will explore the most efficient methods to fund growth in this environment. Attendees will gain insight into current lending attitudes from banks, fixed-rate bond investor sentiment, and how to position their organization to attract capital. We will also provide a broader economic outlook and discuss what it means specifically for not-for-profit senior living organizations seeking to expand or reposition their communities in the years ahead.
DAY 2: July 30
- Alisa Miller, President and CEO at Kairos Health Systems
Key Elements of a Healthy & High-Performing Board
This session will provide a clear understanding of the essential responsibilities of nonprofit boards, focusing on how board members can effectively support their organization’s mission. Participants will learn to distinguish between the governance role of the board and the management role of the CEO, review the top ten board responsibilities, and explore how fiduciary, strategic, and advocacy duties contribute to long-term sustainability and impact.
DAY 3: August 6
- Karla Dreisbach, Vice President of Compliance at Friends Services Alliance
Compliance and Regulatory Oversight: Ensuring Board Awareness and Accountability
This session will provide board members with an overview of the regulatory environment of the LTC industry and the compliance challenges facing the organizations that they govern. Having an understanding of the external Federal and State agencies that have an impact on the operations of the providers is an essential component of good governance. Discussion will include an overview of Centers for Medicare and Medicaid, HHS Office of Inspector General, the Department of Justice and Office of Civil Rights initiatives related to compliance and the oversight responsibilities of the board.
DAY 4: August 13
- Lisa DeSimone Arthur, Principal and Practice Leader at Witt Kieffer
- Amy Castleberry, Managing Director at Ziegler
Succession Planning & Risk Management: Ensuring Leadership Continuity
Session Description Coming Soon...
DAY 5: August 20
- Jennifer Schwalm, Principal at Baker Tilly
- Mark Ross, Principal at Baker Tilly
Financial Oversight & Sustainability in Long-Term Care
This session will explore the distinct responsibilities of the board and management in financial governance of the organization. In addition to the respective roles, this includes balancing oversight with operational efficiency to support long-term sustainability and continued revitalization of the organization. Participants will learn key financial indicators on which a relevant definition of sustainability may be developed at the organizational level.
We will also identify key risk areas that threaten organizational sustainability, including operational inefficiencies, regulatory compliance, market volatility, fiscal management, among others, specifically noting those to which the board should understand and inquire. In response to the potential organizational risks, we will identify risk mitigation strategies. Throughout the session, we will highlight proven strategies organizations can adopt to maintain financial health and advance key initiatives.
DAY 6: August 27
- Craig Kimmel, Senior Partner at RLPS
- Amy Castleberry, Managing Director at Ziegler
- Brian Schiff, Managing Director at BS&A
Master Planning vs. Strategic Planning: Which Comes First—and Why You Need Both
All education and training programs are provided by the LeadingAge PA Foundation.