Retirement Villages and Aged CareLeadership – Key For Survival And Success

2015 and the LEADERS SUMMIT addresses the accelerating changes facing village and care operators. 24 significant businesspeople present their view of the landscape and their strategy for survival and success. Real information, real insights.

Will retirement villages survive – or become irrelevantVillage sales have returned – but for how long? Villages are ageing, little new stock is being built and future residents are being told stay in the family home, safe and secure, with care delivered and paid by the Government.

Will mid size care operators survive – or stumble and fallWell funded, big private residential and home care operators are targeting prime geographic markets, investing in services, technology, marketing and staff recruitment. Who will survive 5 years out?

Leadership, vision and empowerment within is key to survivalLeaders lead change – at every level in an organisation. But first there has to be a clear, articulated vision. Engage your leaders by exposing them to 24 different businesses and strategies at the LEADERS SUMMIT 2015.

• Leadership• Strategy• Operations

• Marketing & Sales• Investment• Government & Policy

• Future of villages/care• Property• Banks / Finance

Knowledge is power – 24 LEADERS, 24 presentations PLUS networkingEach speaker has been carefully selected to deliver new knowledge across:

Chas Jacobsen, Founder,

The Village Glen

Anna Learmonth, GM Sales and Legals, Stockland Retirement

Brian White, Co-Chairman,

Ray White

Valerie Lyons, CEO,

Uniting Age Well

Katie Sloan Smith, Senior Vice President, Leading Age (USA)

Dr. Peter Wilton, Lecturer – Marketing,

UCLA (Berkeley)

Rob Freeman, CEO, ARV

Jim Hazel, Chairman, Ingenia

Rob Levison, Chairman,

Eureka Communities

Danielle Robertson, CEO,

DIAL-AN-ANGEL

John McNamara, Head of Retirement Living,

Bendigo Bank

Phil Smith, National Director,

Colliers International

LtCol (Retd) Peter Murphy,

CEO, Noetic Group

Dan Woods, Executive GM Business

Development, RDNS

Edgar Baltins, Principal,

Baltins & Co

Patrick Smith, Principal,

Henley on Broadwater

Retirement Villages and Aged Care Leadership – Key For Survival And Success

2015 will be a critical year for both the village sector and the aged care sector.In July the Government will deliver true disruption to every business model with the release of Consumer Directed Care. The Government will tell ageing Australians they can stay at home as long as they want and the Government will pay for care.This message will challenge the health driver for new customers of retirement villages and create new competitors for care providers. 2014 saw just 1,500 new village units built when 5,500 are required to maintain traditional penetration. Australian care providers are building new beds while in America the largest residential care providers are decommissioning care beds and redirecting all funding to competitive recruitment of care staff to deliver CDC home care services.Five years from now everything will be different. Today’s true leaders will lead their organisations to new successes. They will have a vision and they will nurture and support the leaders in their ranks to carry the organisation. Others will disappear.The LEADERS SUMMIT 2015 has selected 24 proven leaders who will share their vision and especially their experience in building leaders within their ranks. Networking: The program has also been designed to provide expanded networking sessions to allow you to meet and share your experiences with other sector leaders. Please join us for an enlightening, challenging and invigorating two days.

8 REASONSTomorrow’s customersJuly 2015 and CDC funding control will start to flow to your potential customers – US experience says within two years big cracks will appear in village and care business models

Leadership – through your ranksThe military knows it is a matter of life and death that leaders are developed through all ranks. Learn how at the LEADERS SUMMIT

Leaders lead changeDisruptive left field market challenges is the new reality. Staff expect their leaders to be active, not reactive. Learn at the LEADERS SUMMIT

Funding – banks interestedWill funders fund your care or village growth? Equity, balance sheet, cash flow, mission – learn what counts

The property storyWe may be in the people business but property is key. What is ahead for commercial and residential property

Supportive living villagesBlending DMF, home care and high care under the RV Act – supportive living is growing. Is it the future

Dementia in villages New villages in the US now have dedicated dementia sub villages. Why, and can it happen here too

Affordable housing - rentalsAfter 10 years of phenomenal losses rental villages are in demand and in the black. Customers like the new packages

We are pleased to introduce you to DOCOMEMONDAY, our new master media group that specialises in servicing the over 50s constituency. ‘Do Come Monday’ is a representation of our respect for older Australians – whose participation in all aspects of society is valued.

Our services include:• villages.com.au – No.1 web site• The SOURCE - eNewsletter• McCrindle Baynes Research• RESISTAR village rating• vres village & education videos• LEADERS Events• Villages Legal Services

is a National Partner of ACSA

NETWORKING: Exclusive ‘hatted’ networking dinners plus extended coffee breaks

The LEADERS SUMMIT ‘hatted’ restaurant dinners are famous for building relationships. Every delegate is invited to dine on Thursday 19th March at one of nine of Sydney’s finest ‘hatted’ restaurants as part of an intimate group (maximum 30 people), from 6pm to 10pm.

• Est.• Sepia• Sake

• Sailors Thai• Bentley Restaurant & Bar• Cafe Sydney

• Spice Temple• The Cut Bar & Grill• Rockpool Bar & Grill

Thur 11.30John McNamara, Head of Retirement Living, Bendigo and Adelaide Bank Under John’s guidance Bendigo and Adelaide Banks funds more village development deals than any bank, giving him the most informed view of the development landscape.

Fri 11.25Danielle Robertson, CEO, DIAL-AN-ANGEL Danielle is the industry’s most experienced executive in privately funded home care. She has led DIAL-AN-ANGEL since 1986, Australia’s only national group.

Fri 2.15Brian White, Co-Chairman, Ray White Brian White is a real estate pioneer. He was the driving force behind CBRE and has built Ray White into 1,000 offices across six countries.

Thur 2.45Dan Woods, Executive GM Brand & Business Development, Royal District Nursing Service Dan has led the export of the RDNS knowledge base to China, guiding two major joint ventures to execution.

Fri 1.50Surprise Special GuestThur 12.45

Fri 8.30Lois Towart, Principal, Stantons Research Lois’ experience as an analyst, valuer and property finance researcher gives her an unrivalled understanding of the investment grade of village and care businesses.

Fri 3.20Mary Wood, Executive Director, Retirement Living Council Mary leads the RLC advocacy. She has been Chief of Staff to the Federal Minister for Human Services and Senior Adviser to the Minister of Housing.

Thur 4.10Surprise Special Guest Fri 2.40Rob Freeman, CEO, Anglican Retirement Villages Rob continues ARV’s tradition of recruiting leaders from the private sector. He has overseen the rapid growth of home care and village development

Thur 3.10Eugene Marchese, Principal, Marchese Partners Eugene is a leading innovator in seniors living and aged care design. His practice is now engaged in China, Malaysia and West Coast USA.

Fri 2.40Valerie Lyons, CEO, Uniting AgeWell VIC & TAS Valerie has comprehensive experience in leading organisations though change across all levels of care and retirement village development.

Thur 4.50Adj. Professor John Kelly AM, CEO, Aged and Community Services Australia John is past Chair of The Smith Family and Uniting Care Ageing NSW & ACT. A lawyer, he lectures the legal program in Masters in Health Administration.

Fri 2.40Jim Hazel, Chairman, Ingenia, Omega Communities One of the country’s most experienced village and care executives, Jim continues to lead the evolution of seniors’ accommodation.

Day

On

eD

ay T

wo

Thur 8.35Pamela Judge, President,South Australian Retirement Village ResidentsAssociation (SARVRA) Pam brings wide aged care and administration experience to her positive advocacy role on behalf of village residents.

Fri 8.30Edgar Baltins, Principal, Baltins & Co As Senior Tax Partner at KPMG, Edgar has been at the forefront of every major financial structure for villages and care operators for more than 30 years

Fri 1.20Phil Smith, National Director, Transaction Services Colliers International With Shane Nicholson, Phil has executed the major aged care portfolio transactions of the past five years plus a numerous village transactions.

Thur 12.25Anna Learmonth, GM Sales and Legals, Stockland Retirement Living Anna led the stabilization of village operations and manager development at Stockland before taking over sales and contract development.

Thur 12.00Andrew Larpent OBE, CEO, Southern Cross Care SA & NT As CEO of Somerset Care UK Andrew pioneered NFP/private partnerships with McCartney and Stone, the UKs largest village developer.

Fri 11.50Andrew Giles, Managing Partner, One Fell Swoop The Ex CEO of the RVA, Andrew leads OFS’ village and care marketing strategy, urban economic research and advisory services.

Fri 10.10Patrick Smith, Principal, Henley on Broadwater Patrick will review the success of privately funded supported living in two villages plus expanding his ‘wellness’ concept into a 180 unit high rise.

Thur 9.20Dr. Peter Wilton, Lecturer – Marketing, UCLA School of Business (Berkeley) Peter teaches marketing strategy at UCLA and is Visiting Prof. at Stanford. He consults to CEOs internationally including Coca Cola, Macquarie Bank, Goldman Sachs

Fri 9.45Simon Owen, CEO, Ingenia Simon has relaunched Ingenia as Australia’s fastest growing manufactured home estate group, adding to Ingenia’s retire-ment and rental villages.

Thur 9.00Christopher Baynes, Publisher, DoComeMonday Media Group Chris writes the industry weekly eNewsletter, The SOURCE, co-authors the McCrindle Baynes Village Survey and is principal of villages.com.au

Thur 8.50Katie Sloan Smith, Senior Vice President,Leading Age (USA) Since 2003 Katie has been the key executive supporting the businesses of 7,500 US not for profit village and care operator through accelerating structural change.

Mark McCrindle, Principal, McCrindle Research Mark is the village sector’s most experienced consumer researcher and a leading social commentator.

Fri 9.10

Fri 11.00Rob Levison, Chairman, Eureka Communities Eureka has been successfully turned around from 30 loss making rental villages to profit. Rob is now leading acquisitions and expansion.

Chas Jacobsen, Founder, The Village Glen Highly acclaimed at out 2014 SUMMIT, Chas returns to share further village wisdom, demonstrating why he is the sector’s most successful operator

Thur 11.00

LtCol (Retd) Peter Murphy, CEO, Noetic Group Peter is one of Australia’s pre-eminent leaders of organisations through change, transversing the military and the public and private sectors.

8.00am REGISTRATION

8.30am WELCOME

8.35am The village customers’ perspective plus some collegiate advice

Pamela Judge, President South Australian Retirement Village Residents Association (SARVRA)

Residents are the customers of the village sector, their homes are their biggest investment, they pay the wages of the manager and the maintenance of the owner’s asset – how much say should they have

• Successful villages are a ‘win/win’• Residents and operators are partners• Areas where the partnership needs investment and why• Coal face recommendations to maximize the sector’s health

8.50am The US CDC / Home Care experience – who is winning/losing customers, the financial impacts and a look to the future (video interview)

Katie Sloan Smith, Senior Vice President, Leading Age (USA) Executive Director, IAHSA

Challenge for not for profit care operators• Boards and management challenged by speed of change • Underfunding compared to private operators • Shrinking bed occupancy and duration

Village operators facing different pre Baby Boomer customers

• Changing expectations Versus ageing housing stock• More frail new village residents • Lower wealth post GFC but higher expectations

9.00am A helicopter view – the real story of village and care bricks and mortar development today for retirement village and aged care markets – plus looking back 12-24 months

Christopher Baynes, Publisher DoComeMonday Media Group

The retirement village market • The competitive landscape – a detailed review of 2014 construction • Performance by private and not for profit operators • Forecasts for the next 24 months

The aged care market • 2014 – an amazing year and why • 2015 – what to expect

9.20am Plenary: Marketing leadership and ‘disruptive’ change

Dr Peter Wilton, Resident Marketing Lecturer UCLA School of Business (Berkeley)

Peter Wilton advises the CEOs of some of the world’s greatest marketing companies on how to create new customers. They range from Apple Computers to Coca Cola, Johnson & Johnson and QLD Treasury here in Australia.

In just the past 12 months he has consulted with corporations and government in the USA, Norway, Portugal, Mexico, Colombia, Japan, Saudi Arabia and Mongolia.

An Australian who returns home every month, he has been based in San Francisco for 35 years where he is the resident MBA Lecturer on marketing at the international Top 5 Haas Business School, UCLA Berkeley. He has also been Visiting Lecturer at Stanford, Duke and Purdue Universities.

Peter brings a strong understanding of both the village and care markets in Australia. He will focus on the dynamics of real world markets and the customer of today and tomorrow. He will put shape to the challenges and opportunities. He will present the corporate strategies and cultures of disruptive organisations that are creating new market segments and winning large scale new customer bases. This is a session of learning, challenges and inspiration.

10.35am COFFEE

11.00am A veteran village operator’s vision: lessons learnt from the last 30 years applied to building a village for the next 30 years

Chas Jacobsen, Founder, The Village GlenHighly acclaimed at out 2014 SUMMIT, Chas returns to share further village wisdom, demonstrating why he is the sector’s most successful village operator

• The village sector is only now catching up with the village contract that Chas pioneered in the 1980s – what does he plan for tomorrow’s customers

• Villages are living communities – what does Chas think is the optimum resident mix looking forward

• Having just built his own 160 bed care facility, why is he now building another

• What is his advice to the leaders of the sector, responsible for its future health

LEADERS SUMMIT 2015 - PROGRAMConference Day One - Thursday 19th March 2015

11.30am The funding landscape

John McNamara, Head of Retirement Living, Bendigo and Adelaide Bank

What every village and care operator needs to know • A report card on funding villages and care facilities • Current valuations and the influencer’s • Outlook for borrowers • Outlook for sellers

Advice from a banker • What will secure funding • Looking forward – confidence or caution

12.00pm Not For Profit and Private operators – can they work together

Andrew Leparnt, CEO, Southern Cross Care SA & NT

Philosophical and practical divide between NFPs and private operators • Mission and profit – can they co-exist • Practical challenges • Critical risks – clients, organisation, government Case study: Somerset Care and McCarthy and Stone • The business case • The execution • 10 years later – the outcome

12.25pm A private operator’s perspective of the village landscape

Anna Learmonth, GM Sales and Legals Stockland Retirement

The village market today • Where Stockland sits – portfolio and performance • Short and medium objectives • Priority measures – training, consumer confidence

Looking forward – how to re-energize the village sector • Sales and building demand are fundamental to a strong sector with a future

• Cohesive presentation of the village value proposition

• Healthy industry leadership

12.30pm LUNCH

12.45pm Plenary: Organisational leadership – when failure is not an option

LtCol (Retd) Peter Murphy, CEO, Noetic GroupThe aged care sector is facing significant change as new competitors aggressively seek market share. International experience indicates this change will be fast, disruptive and challenging to core business/mission values, staff and viability. A key element to success will be strong leadership.Noetic Group was founded nearly fifteen years ago in Canberra to facilitate change and leadership within organisations, and now works directly with all levels of government, private and not for profit organisations in Australia, China,

Papua New Guinea, Timor Leste and USA. Noetic brings a ‘boots on the ground’ perspective to assist organisations navigate difficult, new terrains.The Noetic approach to leadership is founded in experience often in some of the most challenging ‘do or die’ circumstances. Most importantly, Noetic’s heritage and approach acknowledges the critical importance of a values-based, outcomes-focused leadership culture.Peter Murphy has an unrivalled leadership track record. In the Australia Defence Force he served in the Middle East and India. His final appointment was as Chief of Staff at the Royal Military College of Australia – a globally recognised leadership institution. He is currently CEO of Noetic and has helped implement change in both private enterprise and public sector organisations in Australia and overseas. The application of lessons from this experience has direct relevance to the aged care sector. Peter will provide practical and valuable insights as to how aged care sector leaders can build resilient and effective organisations that will survive and thrive in rapidly changing, disruptive markets.

2.45pm Leadership case studies: Exporting our care IP to China and care services JV with Aveo

Dan Woods, Executive GM Brand & Business Development, Royal District Nursing Service

RDNS’ village and care joint venture in Guongjo

• Identifying the opportunity • RDNS IP value proposition • What RDNS delivers • The rewards– hard and soft • The future

The Aveo home care service agreement • The services deal and how it works • Risks and rewards • Is it scalable

3.10pm Creating a premium village offering for the affordable market

Eugene Marchese, Partner, Marchese Partners

Designing a new village today still relevant for a market 30 years from now • Today’s 50 year old is the 2044 customer • Physical design and philosophical positioning – what are the right answers • Discussions with clients today about funding and building for tomorrow

Case studies: real villages going up now

3.35pm COFFEE

4.10pm Surprise Special Guest

4.50pm View from the bridge – ACSA wrap up

Adj. professor John Kelly AM, CEO, Aged and Community Services Australia (ACSA

Three key government observations affecting

aged care

Wrap up of Day One of the SUMMIT

5.15pm CLOSE

5.30pm DEPART FOR HATTED RESTAURANTS / DINNER

8.30am Village investors and owners at the cross roads – a State of the Nation review of the investment health of the sector by the accountant and the analyist

Lois Towart, Principal, Stantons Research

Edgar Baltins, Principal, Baltins & Co

Are professional investors ready to re-enter the village sector

• The past 10 years indicate that professional investors are not likely to invest in villages – a review of why • What is required for ‘the wind to change’ – and will it ever given the emerging alternatives • Who are the likely winners and losers

Private and Not for Profit village investors in villages – new and pre loved. Who has incentive to invest, why and who is more likely to come out on top

• Villages are a long term play for private investors, with risk across planning, funding, sales and legislation – why do it? • Do Not for Profits face the same risk profile? Is it a level playing field? • Who should build, who should buy and why

9.10am A strategic approach to marketing retirement villages – a sector initiative

Christopher Baynes, DoComeMonday Media Group, Mark McCrindle, McCrindle Research

Report on the shaping of the village value proposition research

• Why the research has been done • The results – a single village value proposition

A sector marketing plan and strategy

• 12 months strategy supported by major operators • How all operators can participate • A resident and village rating program

9.45am The Manufactured Home Estates business model explained

Simon Owen, CEO, Ingenia

Why the MHE accommodation model works for ageing Australians

• Demand proven in the US, demand proven here • The business fundamentals • The challenges and the rewards

10.10am Innovation case study: Blending care in to the retirement village model – is this the future

Patrick Smith, Principal, Henley on Broadwater

A ‘hands on’ investor’s experience building a supported care delivery model into two DMF villages

• The customer vision and value proposition • The strategy, the financials, the operational structure, the outcome

Pioneering this business model into Henley on Broadwater, a high rise stand alone business

• Why this consumer model is winning customers, overcoming seven years of negative project history • The principles of ‘wellness’, the finances of delivering it • Lessons to be learnt

10.35am COFFEE

11.00am Rental villages come of age with a new business model

Rob Levinson, Chairman, Eureka Communities

How 45 loss making rental villages were turned around to 30 profitable villages

• Creating a product and services proposition that is valued • Empowering and rewarding village mangers • The financial model • Addressing care • Growth by acquisition

Conference Day One - Friday 20th March 2015

11.25am A private home care providor’s view of the CDC future

Australia’s only national home care business is restructuring

• 30 years experience leading DIAL-AN-ANGEL has guided a new strategy executed in 2014 • Why private home care will prosper in the CDC world • Who will win, who will lose and why

11.50pm American lessons learnt. Crafting new village services; new housing product

Andrew Giles, Managing Partner, One Fell Swoop How the US village sector has repositioned its product post GFC

• Fundamental shifts are taking place in the traditional village model • Demand for services is impacting the roles of managers and staffing • Dementia accommodation is increasingly required in a village • New financial models and new property models are evolving • Marketing is becoming core to generate the extra income to balance the increasing hard and soft investment required by operators

12.20pm LUNCH

1.20pm Podium discussion: Property from the coalface

Phil Smith, National Director, Transaction Services Colliers International Shane Nicholson, Head of Colliers international

Phil and Shane review the portfolio and single village and care transactions of 2014

• What sold above and below the radar • What were the drivers for the values achieved • What is happening with village valuations • Where are the buyers in 2015 • Predictions on prices and volumes

1.50pm Surprise Special Guest

2.15pm Relationship real estate marketing and why retirement transitioning is important to Ray White

Brian White, Joint Chairman, Ray White

Residential real estate sales is now a science

• Sophisticated, mature marketing is now key • Each of the 165,000 sales a year is a relationship • Systems that starting building relationships 36 months out

Ray White is committed to partnering the ‘transition’ sector • 1,000 offices being prepared for the new aged • Understanding journey, tailoring services • Win/Win for clients and sector

PLUS a residential property outlook – the next 12 months

2.40pm Panel: Predicting the future – 12 months out, 5 years out

Statements and analysis by three leading operators. What will the two sectors, villages and residential care, look like in 12 months time and five years time. Which models will prosper. Who will win; who will lose.

Valerie Lyons, CEO, Uniting AgeWell VIC & TAS

Rob Freeman, CEO, Anglican Retirement Villages

Jim Hazel, Chairman, Ingenia, Omega Communities

3.20pm View from the bridge - RLC wrap up

Mary Wood Retirement Living Council

Three key government observations affecting the retirement village sector

Wrap up of Day Two of the SUMMIT

3.40pm CLOSE

Please register us for: Leaders Summit – 2 days

Why not send your team and save more.Send 3 delegates - SAVE 10% Send 6 delegates - SAVE 20%

Registration fee includes: • Morning and afternoon tea• Lunches• Private Networking Dinner (19th March)• Accommodation Packages ($320-$380pn) contact Shangri-La 02 9250 6000

Please complete: Note no sharing of registrations allowed

Name Surname Position Company Address 1 Address 2 City State Postcode Phone Fax Mobile Email

Additional Delegates - Bring your team and save up to 25%Mr/Mrs/Ms Full Name Job Title Telephone

1

2

For groups, please attach a separate sheet with details of all attendees. Alternatively call (02) 9310 3897

Payment detailsPayment is due in 14 days. By signing and returning this form you are accepting our terms and conditions

Bank transfer - Account Name: Villages Publishing Bank Name: Bendigo BSB Code: 633 000 Account Number: 130201486 Ref: (Your name, company)

Invoice Me

Cheque - Payable to: Villages Publishing 18/37 Nicholson St, Balmain 2041

Visa Mastercard

Name of Cardholder

Card No. Expiry date /

Total $ Signature

Delegates will receive an email confirmation letter and tax receipt once registered.Please Note – A credit card service charge of 3% will be added for all credit card payments.

Register & pay online – Book now!www.leaderssummit.floktu.com

I DO NOT wish to have my details made available to other organisations

Registration

DOCOMEMONDAY Media reserves the right to change the programme without notice.

ABN 679 593 70

Cancellation PolicyShould you be unable to attend a substitute delegate is always welcome at no extra cost. Alternatively a full refund, minus 50% (incl. GST) services charge will be made for cancellations received in writing up to one month prior to the event. Regrettably, no refund will be given for cancellations received later than one month prior to the event.

PrivacyThe above information will be recorded in our delegate database. DOCOMEMONDAY may also share this information with our event sponsors. Please tick the appropriate box if you DO NOT wish to receive further correspondence.

For official use only

Received: Date:

LEADERS SUMMIT 2015“LEADERSHIP -

KEY FOR SURVIVAL AND SUCCESS”

Spice Temple

The Cut Bar & Grill

Rockpool Bar & Grill

Sailors Thai

Bentley Restaurant & Bar

Sake

Cafe Sydney

Est.

Sepia

Private Networking Dinner 1st Preference

Registerwww.leaderssummit.floktu.comMail: Media 18/37 Nicholson St, Balmain 2041

Registration enquiriesHeidi JephthaPhone: 0402 488 111 Fax: 02 9654 9153 Email: heidi@2em.com.au

Programme enquiriesChristopher BaynesPhone: 02 9310 3897 / 0416 281 899 Email: chrisb@docomemonday.com.au

VenueShangri-La Hotel176 Cumberland St, The Rocks, Sydney Phone: (02) 9250 6000

Before 24 Dec 2014 $1,250 + GST = $1,375 SAVE $550

Before 24 Jan 2015 $1,500 + GST = $1,650 SAVE $275

After 24 Jan 2015 $1,750 + GST = $1,925

How many tickets Calculate ticket