Not-for-Profit CEO Roundtable

June 1, 2022 | 3:45 – 5:00 pm Concurrent Block D

D-3   Not-for-Profit CEO Roundtable

CE Credits: NAB

The intent of this session is to bring forth a provocative, forward-looking discussion among a panel of peer non-for-profit senior living Chief Executive Officers (CEOs). Ziegler, who will serve as the discussion moderator, will begin the session with an overview of the latest industry trends as tracked by Ziegler’s research and banking team. This primer will serve to highlight the key strengths, threats and opportunities facing the not-for-profit senior living sector and will lay a foundation to generate more meaningful discussion among panelists and also with the audience. Hot topics during this initial segment will cover national, regional and statewide trends and will span both residential-housing trends as well as home and community-based services. There will be three CEOs participating in the facilitated panel discussion. The makeup of the panel was intentionally created to be diverse in terms of organizations that offer a variety of services for older adults, organizations of varying size, CEOs with diverse backgrounds and perspectives and also organizations that represent both New Jersey and Delaware provider members. The three panelists will include Jim Bernardo, CEO of Presbyterian Senior Living, Carol Silver Elliott, CEO of Jewish Family Home, and Robert Muniz, CEO of Parker Health Group. All three panelists have many years of experience in the not-for-profit senior living and care sector and are also well-respected in the industry.  The panelists will collectively plan in advance for topics of importance to cover, but it is anticipated that topics will range from growth and expansion of services, serving adults along the income spectrum, innovation and technology, and workforce challenges and opportunities among others. Time will also be devoted to looking ahead and discussing how providers need to be proactive to ensure sustainability moving forward. While the pressures of the pandemic will be acknowledged, it will not be the focus of the discussion. It will be important to move the discussion beyond the daily constraints of the pandemic and keep the conversation at a strategic level. Lisa McCracken, Director of Senior Living Research with Ziegler, will be the facilitator, but there will be time devoted to opening up the discussion for questions from the audience as well.

Lisa McCracken

Bio: Ms. McCracken has been in the field of not-for-profit senior living & care for more than 20 years. During her tenure, she has worked with leading firms in the sector and is well-known in the field as a seasoned lecturer, research and thought leader. In her current role at Ziegler, she works with providers throughout the country on strategy work and using the latest research findings to inform key decision-making. Her extensive background in the field and skill sets position her to be an effective presenter and moderator in this session.

James Bernardo

Bio: Mr. Bernardo has been employed by Presbyterian Senior Living since 1985 and has over 40 years of experience in aging services. In addition to serving as the President and CEO, he held the positions of Chief Operating Officer, Regional Operations Director and Executive Director. Mr. Bernardo has served as a member of the Board of Directors of LeadingAge and served as the Association’s Treasurer, the Chair of the Board of LeadingAge PA and a coach in both the Larry Minnix Leadership Academy and LeadingAge PA’s Fellow in Leadership programs.. He is also a surveyor for CARF International as well as a presenter of educational programs in the area of aging service program design and delivery. Mr. Bernardo has served on many civic and voluntary boards. Mr. Bernardo received a BA in social work from LaSalle University and a Master’s of social work degree from the University of Pittsburgh.

Roberto Muniz, MPA, LNHA, FACHCA

Bio: Mr. Muniz has served for over 20 years as the President and CEO for Parker Health Group, Inc. During his tenure, the organization has grown from two small nursing homes to a full continuum of care in several locations throughout Central New Jersey, providing best in class health care and aging services. These services include post-acute care, skilled nursing, assisted living, specialized memory care, adult day care, outpatient rehabilitation services, comprehension health and wellness services, intergenerational development centers and home and community-based services. Parker is also deeply invested in research and education.

Carol Silver Elliott

Bio: Carol Silver Elliott is the President and CEO of the Jewish Home Family, located in northern New Jersey. Serving older adults for more than a century, the Jewish Home continuum of services includes the Jewish Home at Rockleigh, offering both long term care and short-term rehabilitation; Jewish Home Assisted Living; Jewish Home at Home, providing home health care and adult medical day services; Jewish Home Foundation. Prior to joining the Jewish Home Family in 2014, Silver Elliott served as the President and CEO of Cedar Village Retirement Community in Cincinnati, Ohio.