Category: Podcast

Education and Training: Leadership Basics

By Jack Cumming
Recently, I set myself a task that most would avoid but which proved surprisingly thought-provoking. That task was to reread George Eliot’s, Silas Marner. You may not know either the author or the book, but it has the potential to teach more about building senior living communities than any contemporary academic analysis.
Understanding Communities
Let me explain. I was interested in learning more about why some purpose-built communities come together well, even as others seem dysfunctional. This phenomenon is central to senior housing. Some communities, like Goodwin Living in Northern Virginia, are very successful. Others, though, have residents at odds with operating management.
This may seem a little like trying to understand why some marriages work and others … well … do not seem to have been made in heaven. Sensing that commonality, I first looked to social psychology as a possible starting point. Someone suggested a book, and I dove right in.
The book was, Attached, coauthored by Amir Levine, a neuroscientist and psychiatrist, and Rachel Heller, a psychologist. That led me to a school of psychology, “attachment theory,” attributed to John Bowlby, a British child psychiatrist, and Mary Ainsworth, a developmental psychologist.
“Attachment theory” posits that the bond between infants and their primary caregivers is informative for subsequent adult behaviors. That seemed like Sigmund Freud’s observation that infancy is critical for human development. In today’s understandings, that’s self-evident.
Deeper Understanding
If modern clinical psychology originated with Freud, with attachment theory seeming obvious and even trite, I considered what wisdom that could inform community formation existed before Freud. My first thought was that wisdom about human behaviors was found in literature.
I then remembered a book we were forced to read in high school that had no meaning for me at the time. The book was George Eliot’s, Silas Marner. From later studies, I knew, though, that Mary Ann Evans, known by her pen name George Eliot, was a novelist fascinated by medicine (e.g., Middlemarch).
That seemed the reverse of Freud’s path as a physician fascinated by the stuff of novelists, infidelity, etc. The novelist’s eye for emotions seemed more likely to be productive for my quest than did Freud’s clinical approach. That proved to be dramatically true, and it opened to my adult understanding, a curricular misadventure from high school.
Community Insights
Silas Marner is about communal life in a small English village in the early 19th century. Get it? The communal life depicted in Marner is very similar to communal life in senior living today, or to communal life in any era, for that matter. The language is colloquial and archaic, but that can heighten the sense of universality that can inform our understanding of senior living communities. Every community is both universal and unique. Here’s an example:

“Priscilla here turned to the Miss Gunns, rattling on in so much preoccupation with the delight of talking, to notice that her candour was not appreciated.”

We can all think of people who talk at length with little content of interest. Perhaps, even, that is more common among the residents of a senior living community than among younger people. Still, I know many corporate leaders who like to sing at length about their unique insights and wisdom.
Another example comments on medical practice and might be as valid today as it was then, though the remedy proposed would not be accepted today.

“Silas had taken to smoking a pipe daily during the last two years, having been strongly urged to it by the sages of Raveloe, as a practice ‘good for the fits’, and this advice was sanctioned by Dr. Kimble, on the ground that it was as well to try what could do no harm – a principle which was made to answer for a great deal of work in that gentleman’s medical practice. Silas did not highly enjoy smoking and often wondered how his neighbours could be so fond of it.”

Even today, many a doctor would never question the use of chicken soup as a remedy for a cold or a spoonful of honey for a cough.
Assuming you were inflicted with the reading of Silas Marner before your awareness was ready for the encounter, you remember that Silas was a miser, hoarding money, until Providence sent him a greater purpose. That, too, has its parallels in senior living. There are many who are motivated more by personal gain or personal adulation until something brings them to turn emotionally, as Silas did, toward a higher mission.
Education and Training
That brings us to the subject of this article, the distinction between education and training. Both have come to be found on college campuses today. Education is a broad exploration of human experience. I was blessed to have early been attracted to culture and history, and I continued to pursue that interest in graduate school, though I never completed a dissertation.
Training involves indoctrination into the practices of a vocation. Many people major in business, social sciences, or practical arts. I was also blessed to find employment at age 22 that allowed me to work my way through the examinations to qualify as a Fellow of the Society of Actuaries. Like reading for the law, actuaries are still able to learn without having to spend time in classrooms.
There is a difference between training and education, and, candidly, the advanced study of history has served me better in business than has the mastery of the math, compliance, and business concepts required for Fellowship.
Authority or Skepticism
Here’s my explanation of why that has been so. With training, even in a university, there is usually a textbook that forms the authority for the course. Students are expected to master the text, and that requires memorization. The result is to reduce emphasis on the art of questioning the status quo. I know of no vocational program that encourages students to question the textbook in search of a better approach.
Education is different. Understanding of human nature and critical thinking form the core of what is taught. A good history professor,  or literature, philosophy, or even religion professor, encourages students to challenge the understanding that the professor presents in the lecture hall. The professor is usually still learning as opposed to vocational professors who are mostly teaching.
Well-Rounded is Best
Both skills, mastery and creativity, are the makings of great business leaders. Business is continuously changing and rapidly at that. History can help understanding of how progress advances. Those who have been schooled in business or other vocational curricula are well served later in life to delve into the humanities, especially history and literature, to gain the adaptive skills to stay ahead of the pace of change.
For those grounded in the humanities, business requires an understanding of finance, economics, risk management, accounting, and other technical topics. Presumably, a university experience has developed skills of rapid reading, absorption of varying customs and practices, and clarity in writing. People wishing to prepare for the opportunities ahead can benefit from reading in the areas they missed in college. Writing and publishing can hone clarity of vision and attract helpful feedback.
Learning is lifelong and never stops, whether it is credentialed by the awarding of degrees or merely provides the basis for more effective leadership.

The Leaders Who Can’t Be Wrong Are the Most Dangerous Ones

By Steve Moran
Best-selling author Adam Grant recently recommended this article, “The Personal Value of Conversations Across Serious Disagreement (guest post).” My immediate reaction was something like this:
This is what the world needs right now.
It seems like on social media, people are either too harsh, too agreeable, or too afraid of disagreement. None of which makes the world a better place. None of which helps organizations get better. Here is what I am seeing …
Continue reading on Practical Passionate Leadership (Substack) for free.

I Am So Cool …

By Steve Moran
I just checked. I have 31,475 followers on LinkedIn. I bet you don’t have that many.
Confession: I actually feel completely smarmy telling you that.
Honestly, it means nothing, except maybe a lot of wasted time on LinkedIn. If your goal is to grow your LinkedIn follower numbers, anyone can do it. It’s not an overnight thing. I have been on LinkedIn since its early days — at least 20 years back, when having 1,000 connections was a big deal, and no one could quite figure out what to do with it.
One more thing you should know about my LinkedIn stats: there are plenty of people out there in the senior living ecosystem who rack up way more impressions per year than I do.
What It All Means
I am not suggesting that you shouldn’t pay attention to your LinkedIn analytics. You absolutely should. But followers and impressions can easily become vanity metrics that feed one’s ego and nothing else. I have a number of friends who are trying to sell services, good services, valuable services, who have had posts go viral, only to be disappointed that it brought them zero business.
What Counts
There are really only two things that count on LinkedIn:

It Grows Your Business. This means different things for different people and organizations. In some cases, the posts become “top of the funnel” that trigger a sales sequence that leads to business. 
It Makes the World a Better Place. This is perhaps more subjective, and some might even call it judgmental, something I am glad to own. Here is what I mean. Does your post help leaders lead better? Does your post help people think about things differently? Does it inspire them to live a better, happier life? These are the things that count.

The Highest Value
As I have been working on this article, I have come to believe the highest value LinkedIn offers is actually the simplest: making new connections and deepening existing ones.
In person, human-to-human, will always be the richest form of relationship building. That’s followed by phone calls and video calls. But sometimes, because of distance, time, and energy, LinkedIn becomes the thing that keeps us connected until we are in the same place at the same time. And when that moment comes, those conversations are richer because of it.
We have AI, and we have social media. Both have made our lives better, maybe. If I’m honest, I’m not 100% sure I believe that, even though I use both constantly.
What I do believe is this: the platform is only as valuable as what you bring to it. Followers and impressions won’t tell you that. But the person who reaches out because something you wrote mattered to them, that says it all. 
When the Numbers Count
When I sold Senior Living Foresight to ProcareHR, that follower number had a real dollar value attached to it. Reach matters when you’re building something. Influence is an asset when it’s time to put a price on what you’ve built.
So I’m not here to pretend numbers don’t matter. Sometimes they genuinely do.
But the question that actually matters is this: did your post make anything better for anyone?
The Closed Loop Problem
You can feel it when you scroll …
Trite memes dressed up as wisdom. Culture eats strategy for breakfast. Teamwork makes the dream work. If you want to go fast, go alone; if you want to go far, go together. Fail fast, learn faster. You miss 100% of the shots you don’t take.
Maybe. Maybe not. But they got likes, so here we are.
Poor me posts about how overworked and misunderstood they — fill in the position … executive directors, marketing directors, life enrichment directors, regional leaders — are, with no path forward and no solution offered.
Photos that are really just “look how cool I am” with a caption stapled on.
Trivia posts. How much meat should be in a taco? How many things on this list have you done? Designed entirely to generate engagement, carrying zero actual value.
Complaints about AI. Every. Single. Day.
None of this makes anyone’s life better. None of it grows anyone’s business. It just recirculates, performing influence for an audience that is performing right back.
What Actually Builds a Following
I’ve been writing for senior living leaders for a long time. The following I have didn’t come from posting my metrics. It came from saying things people recognized as true and valuable, even when those things were uncomfortable.
That’s a slower build. It doesn’t generate the same short-term spike. But the people who follow you because you said something that mattered are a completely different audience from the people who followed you because your number looked impressive.
One of those audiences will still be there in five years.
The Only Number Worth Posting
LinkedIn is an amazing platform that gives you the opportunity to improve the lives of your audience and, by extension, your audience’s audience.
When you post things that bring real value to people, you make the world just a little bit better. That makes your life better and your organization better.
And ultimately, it will make you more money, since we are all selling something.

S8 Episode 8 — Why Where You Live Shapes How You Age with Ryan Frederick

What if the most important decision you’ll make as you age isn’t about healthcare, finances, or retirement — but where you choose to live?
In this episode of Foresight Radio, Steve Moran sits down with longevity strategist, author, and place planning expert Ryan Frederick to explore why “place” may be the most overlooked factor in healthy aging.
Ryan shares his unique journey from Silicon Valley engineer to senior living developer, consultant, author, and founder of Here. Along the way, he discovered a powerful truth: where we live shapes our health, relationships, financial well-being, and overall quality of life more than most people realize.
The conversation dives into Ryan’s Four Quadrants of Place Planning framework—Environment, Health, Community, and Finances—and why aging in place isn’t always the best goal. Instead, Ryan argues that intentionality, adaptability, and social connection should drive our decisions about where and how we live.
Steve and Ryan also discuss:
✅ Why community matters more than amenities
✅  The surprising link between friendships and longevity
✅  Why “resident experience” may be the wrong focus for senior living operators
✅  The danger of the “forever home” mindset
✅  How senior living communities can help prospects make better decisions
✅  Why the best communities empower residents to shape culture themselves
✅  The role of place planning in helping older adults thrive for decades
Whether you’re a senior living leader, aging services professional, family caregiver, or simply thinking about your own future, this conversation will challenge how you think about aging, independence, and belonging.
🎙️ Listen now and discover why the future of aging may not be aging in place—it may be finding the right place at the right time.

How Senior Living Stumbled Into One of Its Biggest Ideas

By Rebecca Wiessmann
This article is based on the Pivot with Pettit episode “From City Planner to Senior Living Pioneer: Mitch Brown on the Future of Senior Living.” Watch the full conversation on YouTube.
Active Adult Didn’t Arrive With A Grand Plan
Senior living loves origin stories.
Usually, those stories are a little cleaner than reality.
One of the best parts of Bill Pettit’s conversation with Mitch Brown is hearing how active adult did not emerge from a giant whiteboard strategy session or a perfectly timed market thesis. It emerged the way many good ideas emerge in this industry — through a problem, a half-finished building, some market intuition, and a willingness to try something that did not fit neatly into the existing categories.
That matters because active adult is now one of the most talked-about segments in senior housing. But Mitch’s story is a reminder that before it became a category, it was simply a response to unmet demand.
A Building No One Quite Wanted
Mitch describes a partially constructed project in Orange County that had originally been intended for assisted living. The bank had effectively walked away from it. The market did not support the original plan. The asset needed a new idea.
Instead of forcing it into the wrong box, Mitch saw something else.
He saw demand for modest, independent housing for older adults at a good price and without a government subsidy. Not luxury. Not licensed care. Not a traditional independent living community with all the bells and whistles. Just a place that met a real need for older adults who wanted something simpler and more affordable.
The result was 139 units in Laguna Hills.
The rent was around $600 a month.
And the community leased all 139 units in 90 days.
That is not just a success story. That is market feedback.
The Industry Was Already Changing
What makes Mitch’s view especially helpful is that he connects this early experience to a larger shift that was already underway.
Even in the late 1990s and early 2000s, he and others could see traditional independent living changing. Residents were moving in older. Frailty was increasing. The product was drifting away from truly independent older adults and toward a customer with more needs and, often, a higher price point.
That left a gap.
A lot of people did not need licensed senior living. They did not want traditional multifamily housing either. They wanted age-friendly housing, lifestyle, community, and ease — but without all the structure and cost that came with full-service senior living.
That gap is where active adult began to make sense.
Not as a buzzword. As a response.
The First Try Wasn’t Easy
One of the reasons this episode works so well is that Mitch does not romanticize any of it.
He and his team later built more active adult communities in California through Kisco, and they quickly discovered that running them was not simple. In fact, one of the most important lessons in the interview is that active adult is not just senior living with less care, and it is not just multifamily with older residents.
It is its own thing.
That sounds obvious now, but apparently it was not obvious then.
Their operators, who were excellent in traditional senior living, struggled. The staffing model was different. The service mix was different. The residents were younger and wanted something different. The whole operating approach needed to shift.
So they pivoted.
They brought in a multifamily partner to handle the multifamily side while Kisco handled the senior housing side — sales, lifestyle, marketing, and the resident experience. In other words, they stopped trying to force one existing model to do a job it was not built to do.
That decision feels important.
Too much of senior living innovation is really just old operating assumptions wearing new clothes. Mitch’s story suggests that active adult only started to work when they respected the fact that it was different.
Why This Still Matters
This is not just a story about what happened years ago.
It is a story about what the industry still gets wrong.
Active adult is sometimes treated as easy because it appears lighter. Fewer services. Less care. Leaner staffing. Simpler buildings. But that can lead to the mistaken belief that it requires less thought.
Mitch makes it clear that it requires different thought.
Different customer. Different economics. Different sales process. Different expectations. Different psychographics. Different ways of building community.
That may be one reason the segment continues to attract interest while also frustrating people who underestimate it.
The Bigger Lesson
There is a bigger point sitting underneath all of this.
The best innovations in senior living often happen when someone notices the market changing before the language catches up. Mitch and others saw a customer who was not well served by existing options. Then they started building for that customer.
That is what the industry has to keep doing.
Because active adult itself may not be the final answer. It may just be one more chapter in a broader rethinking of how older adults want to live.
And if Mitch Brown’s story tells us anything, it is that the next big idea in senior living may already be sitting there in plain sight — half-built, badly categorized, and waiting for someone to see what it could become.

Dirty Jobs Insanity

By Steve Moran
This might be the most insane leadership technique I have ever encountered … in the best kind of way.
Once a month, the entire corporate team at Heritage Communities abandons their “important corporate office work” and heads to one of their senior living communities to do something way more important.
They do things like raking leaves, painting parking lot lines, cleaning out a pond, scrubbing whatever needs scrubbing. Doing the most unpleasant tasks that no one likes doing but that have to be done.
They call it Dirty Jobs.
When Amy Birkel, the COO of Heritage, told me the story on Foresight TV, I was enthralled. It’s not just a program; it is something truly revolutionary.
Here is what happens …

Continue Reading on Practical Passionate Leadership (Substack) …

What’s Your Business Model?

By Jack Cumming
The opening sentence of the video was a grabber, “Aldi breaks most of the rules of modern retail.” Imagine a senior living enterprise about which the first thing that came to mind was, “[LongLife Community] breaks most of the rules of [senior housing].” My passion has been business, and my age has brought me into senior housing. Naturally, I watched the video looking for ideas that might help senior living providers, their residents, and their industry associates.
The Middle Market
For a long time, articles and postings about senior living have heralded not only the coming demographic wave but also the largely untapped middle market. For the middle market, the tendency has been to emphasize Active Adult 55+ and Margaritaville as what the middle market wants and can afford. It’s as if all middle-market seniors were heavy drinkers and golfers.
My insight is that we can find, in Aldi’s approach, a more suitable business model for the large, neglected middle market. Many of the operating principles that are driving Aldi’s growth can apply equally well to bringing senior living to the middle market. That doesn’t mean that more affluent agers won’t sometimes choose the more frugal offering. Think of all the wealthy people who shop at Target, always giving it a snooty French pronunciation, “Tar-zhay,” with emphasis on the second syllable.
Frugal Operations
From the outset, Aldi emphasized “no frills” to drive home its value proposition of low prices. After all, the name, “Aldi,” is derived from “Albrecht Diskont.” Albrecht was the surname for a German family’s grocery business, and “Diskont” translates to “Discount” in English.
Two brothers, Karl and Theo, took it over, introduced low prices and frugality, and then divided it into two corporations, Aldi Nord and Aldi Süd, to resolve a brotherly dispute. According to the video, Aldi’s watchword, at least for Aldi Süd, has been to question everything: “Does this reduce the total cost of serving the customer over time?”
The very name, “Aldi,” declares that the business offers quality (family reputation) at a discount. They don’t waste money on architectural and other frippery. They focus on giving value to consumers. In senior living, it could be branded to provide a similarly barebones offering with homestyle food, resident volunteers, and simple living. “Does life enrichment reduce the total cost of residency over time?” Answer, “No, residents could handle that for themselves.” And that’s just a cost-saving beginning.
Ownership Structure
Aldi’s unusual ownership structure is part of its unique business model. To begin, neither Aldi Nord nor Aldi Sud is a public corporation, nor are they not-for-profit. They are more akin to benefit corporations since continuity of employment for employees and long-term value for customers are driving principles.
Before World War II, Germans were known principally for frugality and industriousness. The Albrecht brothers, who created Aldi, were of that generation, and they served in the German military during World War II. Military values were derived from Prussian concepts. Among those values were loyalty, discipline, duty, readiness, and unit autonomy.
These values are implicit in many of the concepts that have allowed Aldi to thrive. It suggests what Germany might have been capable of if it had not pursued conquest, antisemitism, and German (Aryan) superiority. The Albrechts today are the wealthiest family in Germany, and they have global reach. Still, there is goodness in the “Stiftungen” (foundations, trusts, beneficences) which have the overall ownership authority.
Goodness As a Value
That “goodness” is evident in the practice of letting checkout clerks sit instead of having to stand all day, as is common elsewhere. Aldi’s employees are mostly happy with their treatment. Compare that with a Spectrum Cable store I visited recently. I asked an employee why they didn’t have stools. The answer: “We’re required to stand if there’s a customer in the store.” That’s the usual American norm.
Could following the abstemious values that have guided Aldi and made the Albrechts the wealthiest family in Germany help senior living better fulfill the industry’s mission? Could moving away from not-for-profit organization toward benefit corporations give the industry latitude to better serve its beneficiaries, the residents? These are questions that deserve serious conversation.

My Network Has an Expiration Date … and So Does Yours …

By Steve Moran
I came across an Instagram post this week from Jen Gottlieb. Seven things she’d do if she were starting her network from scratch. Weekly networking events. Daily connection calls. Monthly gatherings you host yourself. 
A list of 20 dream relationships you study intentionally.
It was a great list, and I saved it. 
There was something, though, that got me thinking … It was an assumption about me, well, not me personally, but about everyone who read the list. It was an assumption that I think is fundamentally wrong for most people. 
It’s in her very first task … “I would go by myself to a new networking environment every week that attracts the type of people I want to meet.”

Continue reading on Practical Passionate Leadership (Substack) for free.

The Future of AgeTech Is Not a Button. It’s a Village.

By Rebecca Wiessmann
This article is based on a recent Tech Tuesday livestream conversation with Steve and Chia-Lin Simmons, CEO of LogicMark. You can watch the full conversation here: The Future of Caregiving: Digital Twins, Smart Homes, and Aging-in-Place in 2026.
For decades, medical alert technology has lived in the “I’ve fallen, and I can’t get up” era.
A button. A call center. A device that often screams “old” louder than it delivers dignity.
Chia-Lin Simmons thinks it is time for that to change.
As CEO of LogicMark, she brings a very different background to the aging services world. She has spent nearly 30 years in technology, including time with companies like Google, Amazon, Audible, and other AI and connected-device businesses. At first glance, moving from big tech and artificial intelligence into medical alert devices might seem like a strange career turn.
But for Chia-Lin, it is deeply personal.
Like many Gen Xers and millennials, she is part of the sandwich generation — caring about children, careers, and aging loved ones at the same time. And she sees a gap between the connected world younger caregivers already live in and the tools available to help older adults remain safe, independent, and connected.
“We are still using old-world technology for one of the most important human challenges we face,” she says.
The Ramen Noodle Moment
Her passion was shaped in part by a story involving her late mother-in-law.
After her father-in-law died, Chia-Lin’s mother-in-law was living in a two-acre home in New Jersey. The family persuaded her to wear a medical alert device. It was the best available option at the time.
Then, during lunch at a ramen restaurant in Oakland, she sat down a little too quickly. The device mistakenly detected a fall and loudly asked if she was okay.
The restaurant went silent.
Everyone stared.
This elegant, artistic, independent woman was mortified.
That moment stuck with Chia-Lin. The technology was intended to protect her. Instead, it embarrassed her.
That is one of the central challenges of aging technology. It cannot simply work in a technical sense. It has to work in a human sense. It has to preserve dignity. It has to reduce stigma. It has to be something older adults will actually use.
Because the best safety device in the world is useless if it sits in a drawer.
Beyond Reactive Technology
LogicMark’s newer products are built around a broader vision than the traditional medical alert button.
The company offers wearable and mobile devices with features like fall detection, geofencing, video check-in, medication reminders, and connections to family caregivers, professional monitoring, and 911 support.
But Chia-Lin is especially interested in moving from reactive care to proactive care.
Reactive technology says: Someone fell. Get help quickly.
That still matters. A fast response can make a real difference in outcomes.
But proactive technology asks a bigger question: Can the data show that someone is becoming more likely to fall … before the fall happens?
That is where digital twins enter the conversation.
What a Digital Twin Really Means
The term “digital twin” can sound like buzzword soup. Or worse, creepy.
In this context, Chia-Lin describes it more simply: a data-based model of a person’s patterns over time.
How many steps are they taking? Are they taking their medication? Is their walking changing? Are there shifts in activity, blood pressure, glucose, sleep, or other health signals? Are those changes meaningful when compared with their own baseline?
This matters because most health care encounters are snapshots. A person sees the doctor at a single point in time. They may feel better that day. They may forget what happened last week. A family caregiver may notice something has changed but not be able to describe it clearly.
A digital twin offers a longitudinal view.
It does not diagnose. It does not replace the doctor. But it can say, “Here are the pattern changes we are seeing. This might be worth paying attention to.”
That kind of information could be useful to family members, professional caregivers, and physicians — particularly when it is shared as data rather than as a self-diagnosis from “Dr. Google.”
AI Should Not Be The First Responder
One of Chia-Lin’s strongest points is that AI has a place in caregiving, but not everywhere.
She is not excited about putting AI on the front line of an emergency.
If someone has fallen, is injured, or is frightened, the last thing they need is a bot trying to decide whether the problem is real. Most people already know the frustration of customer service systems that make it hard to reach a human. It’s annoying when dealing with a bill — it is unacceptable when someone may have broken a hip.
Instead, Chia-Lin sees AI as most useful behind the scenes.
AI can analyze large volumes of data. It can detect patterns humans might miss. It can compare changes over time. It can help caregivers and clinicians make better decisions.
In other words, AI should help people be more human — not replace the human response when people are most vulnerable.
Technology that Can Grow
For senior living operators, the conversation gets even more interesting.
Technology in communities has often required major infrastructure investments: wired systems, wall-mounted devices, pull cords, sensors, and platforms that become outdated long before the building does.
Chia-Lin argues the future should be more plug-and-play.
Senior living communities should not have to rip apart walls or make massive capital investments every time a better solution comes along. Devices should be easier to install, easier to update, and easier to integrate with families, care teams, monitoring centers, and community staff.
This is especially important because falls do not always happen near a pull cord. A resident may fall in the shower. They may fall after setting a device on a table. They may be conscious but unable to reach help.
The future of safety cannot depend on a resident crawling to the right spot.
The Real Promise Of Age Tech
Steve raises the concern many operators feel: There is an explosion of age-tech products. Walk any senior living trade show floor, and the number of technology vendors can be overwhelming.
What works? What is hype? What is affordable? What will residents actually use?
Chia-Lin believes the next few years will bring more plug-and-play technology, better use of AI, and smarter integration of data from multiple sources. The real promise is not simply more gadgets. It is connecting the dots between devices, caregivers, clinicians, and residents.
That means technology should be less siloed. A fall detection device, a smartwatch, a ring, a blood pressure monitor, and a medication reminder should not each live in their own isolated cloud. The value comes when the data works together to show meaningful changes in a person’s life.
Dignity Comes First
The biggest insight from the conversation may be this: aging technology will only succeed if it respects the people it is designed to serve.
Older adults do not want to feel monitored, mocked, or labeled as frail. Families do not want to feel constantly anxious or completely in the dark. Operators do not want another complicated system that is expensive to install and hard to maintain.
The future of caregiving technology has to be smarter. But it also has to be kinder.
It should protect without humiliating. It should alert without overwhelming. It should give families peace of mind without stripping older adults of dignity.
That is the real opportunity.
The future of caregiving is not just a better button.
It is a better village.

I Am So Damn Tired of Lying

By Steve Moran
No one ever told me that providing him the highest quality of life would require me to become a world-class liar …
As a regular reader of Foresight, you know a bit about my journey as a family caregiver for my 93-year-old stepfather Gary, who has Alzheimer’s. 
What you may not know is what that journey has actually required of me.
The Lie That Changed Everything
My mother was married to Gary for more than 40 years, second marriages for both. I am Gary’s caregiver because he has no children and no emotionally close biological family members. He has been part of my family since I was in my late teens.
Even though Gary had been divorced from his ex-wife, Monica, for decades, he still maintained a friendly relationship with her. She was even named to receive money in his will.
A few months ago, he received a phone call from Monica’s best friend informing him that she had died. He was bereft. Sobbing, hand-wringing, end-of-the-world pain and sadness and regret.
It was more overt emotion than he showed when my mother, his wife of 30 years, died.
It was hard to go through, but I know he loved Mom, and I blame his dementia. 
By the next day, he had forgotten the call. Forgotten she was gone. But … he had not forgotten about her. He asked me if I had heard from her or knew what was going on in her life.
I gently reminded him she had just passed away. In his Alzheimer-damaged brain, it was hearing the news for the first time all over again.
The same tears. The same broken heart. The same regret.
It took a third repeat of that cycle to realize the truth was doing nothing but inflicting pain.
Now when he asks, my response is different: “I haven’t heard much from her in a while. I’ll check in and let you know.” It solves the problem every single time.
But it’s not just Monica. There are questions that come constantly, and the truth would only cause pain.

“Do you know where my car is?”
“I wonder how my parents are.”
“Will you be back later today?”
“What’s going on with my business?”

The honest answer to every one of those questions would cause tears, anger, sadness, or regret. So I lie. 
Compassionate lies. Lies that protect him from a reality his brain can no longer hold.
A Grand Science Experiment
What I sort of knew, but never really understood, is that caring for someone with dementia is an ongoing science experiment. You try something, and if it doesn’t work, you try something else. If it works, you keep doing it until it stops working. Then you try again.
The lying is part of the experiment. It took three rounds of watching Gary grieve Monica before I found what worked. I imagine there are things I’m still getting wrong.
I don’t lose sleep over whether this is the right ethical framework. I lose sleep over whether I’m doing enough for him.

Opening Doors of Hope

By Rebecca Wiessmann
In a recent episode of Foresight TV, Steve sat down with Joel Theisen, CEO and founder of LifeSpark, and Dr. Bill Thomas, chief experience officer, for a conversation about rethinking senior living from the inside out. You can watch the full livestream here.
There is a problem in senior living that almost everyone knows, but almost no one says out loud.
We tell older adults and their families that senior living is a wonderful lifestyle choice. A place of connection. A place of support. A place where life gets better.
And yet, if we are honest, most of us are not exactly lining up to move in.
Steve put the question plainly: Are we lying to ourselves and to the public?
Joel Theisen did not dodge the question.
LifeSpark did not begin as a senior living company. Its roots are in home- and community-based care. That matters because LifeSpark’s model did not start with a building, a dining room, a care plan, or a sales pitch. It started with the person.
Joel describes LifeSpark’s 30-year journey as an effort to change the experience “from the customer side out, not the business side in.” That sounds simple. It is not. Most of senior living is still organized around silos: property management, care, food service, activities, medical appointments, therapy, hospice, home care.
Families experience those silos as noise.
Mom has another appointment. Dad has a UTI. Someone needs to check the medication list. Someone needs to figure out whether this trip to urgent care is really necessary. Someone needs to explain what the doctor said. Someone needs to answer the phone at 9 p.m.
Too often, that “someone” is the adult daughter, son, spouse, or friend who is already exhausted.
LifeSpark is trying to build something more complete.
Complete Senior Living
Joel calls it “complete senior living.” It includes senior housing, medical care, urgent response, hospice, palliative care, home-based services, and an experience model built around purpose, strength, and well-being.
That last part is where Bill Thomas comes in.
Bill has spent a career challenging the way aging services thinks about older adults. At LifeSpark, he is helping turn that challenge into operating practice.
One example is the Lifeguard program. Residents, staff, and family members are trained to become “lifeguards” in their communities — people who look out for dangerous situations, blow the whistle when something needs attention, and help make life better for themselves and their neighbors.
It is a simple idea, but it flips the script. Residents are not just recipients of service. They become part of the safety net. They become contributors. They become needed.
And then there is the sports league.
Yes, a real sports league.
LifeSpark has created what Bill describes as the world’s only inter-senior living community sports league. At the time of the conversation, 42 teams were competing in a triathlon tournament for a $42,000 purse.
No, they are not all swimming laps, biking roads, and running marathons. The events are adapted. Walking, steps, seated biking, upper-body movement, and team participation all count. The point is not to mimic an Ironman competition. The point is to build stamina, strength, teamwork, identity, and pride.
This could sound like a gimmick.
Joel insists it is not.
LifeSpark has made it part of the business model. Owners pay for it as a separate line item because they see the impact on lead generation, safety, length of stay, satisfaction, differentiation, and culture.
That is the important part.
Experience is Business Strategy
In too many organizations, experience is treated as decoration. Nice to have. Fun when there is budget. First to be cut when things get tight.
At LifeSpark, experience is strategy.
Bill put it this way: culture is not a side conversation. Culture is the glue that holds the value proposition together. How people think about one another, treat one another, encourage one another, and show up for one another becomes a strategic asset.
Joel added the hard business edge: LifeSpark uses zero pool staffing across 50 buildings. He ties that, in part, to a model where employees are not simply “cleaning butts and creating a safe environment,” but are part of something with purpose and vocation.
That is worth sitting with.
We talk endlessly about workforce shortages. We build campaigns. We tweak wages. We add signing bonuses. But maybe one of the most powerful retention strategies is giving people work that feels whole.
Not just tasks.
Not just shifts.
Not just compliance.
Work that opens doors of hope.
That phrase came up near the end of the conversation, and it may be the best description of what senior living should be trying to do.
Open doors of hope.
Creating Places People Choose
For residents, it might mean discovering they can still compete, still help, still belong, still grow.
For families, it might mean they can stop being unpaid care coordinators and go back to being daughters, sons, spouses, and grandchildren.
For team members, it might mean they are part of a mission that is bigger than the next task on the list.
And for the industry, it might mean we finally stop selling senior living as a place people should go and start creating places people could choose.
Bill offered one of the best lines of the whole conversation: “Big house, small life. Small house, big life.”
That is the story senior living has not told well enough.
Most people do not fear a smaller living space. They fear a smaller life.
They fear losing independence. Losing identity. Losing their pets, their garden, their routines, their neighbors, their freedom. They fear becoming invisible.
The challenge for senior living is not to pretend those fears are irrational. The challenge is to build communities where the tradeoff is honest — and worth it.
At some point, the big house becomes a burden. The gutters need cleaning. The chickens need feeding. The stairs become harder. The appointments multiply. The world gets smaller.
The opportunity is not to say, “You should move.”
The opportunity is to create places where people can say, “I could move there. I could grow there. I could still be me there.”
That is a much better story.
And more importantly, it is a much better business.

Code Blue, What to Do?

By Jack Cumming
One of the most controversial issues for senior living staff is whether CPR-trained staff and off-the-wall defibrillators should be everywhere and, if so, should they be used. The kind of incident that gives rise to this decision is often called a “code.” Obviously, it’s not uncommon for old people to “code” at dinner with young wait staff standing nearby.
Logically, most residents tend to want to be resuscitated if there’s any chance that they might have a normal life afterwards. Providers, though, fear liability, and with good reason. Those who know are aware that fragile bones weakened by osteoporosis can easily cave under the compressions of CPR, causing harm or even fatality.
Provider Policy
An incident involving an 87-year-old resident at a Brookdale community in Bakersfield, CA, brought this challenge to national attention. As a 911 operator pleaded for someone to start CPR, community policy prevented on-site staff from doing so. Listening to the pleading and response at the previous link can be heartbreaking, but we live in a litigious society, and intervening can be costly.
While you might think that the United States has the highest rate of litigation in the world, that’s not true. The U.S. comes in fifth in cases per 1,000 of population. The leaders are: 1. Germany: 123.2/1,000 2. Sweden: 111.2/1,000 3. Israel: 96.8/1,000 4. Austria: 95.9/1,000 5. U.S.: 74.5/1,000. That may be unexpected. Still, a popular impression is that fear of the liability exposure connected with serving a frail, often gullible population can put a chill on many provider actions that might otherwise be positive.
Physician Perspective
That brings us back to the question of whether to intervene in a Code Blue or not. I was eavesdropping recently on an online conversation among physicians. Here’s how it went. In response to questioning about what to do with a Code Blue from a doctor early in a medical career, a more experienced physician wrote:

“The only two things with proven mortality benefit in cardiac arrest are 1. high quality CPR (which includes minimizing time off the chest) and 2. early defib for ventricular arrhythmias. Everything else is secondary to those two things, and the way you run a code should reflect that. I count down from 10 as soon as compressions pause (10 seconds is a lot shorter than people think when they’re trying to do things like get IV access or establish an airway).
“Don’t mess around with stuff and extend out that pause. Can’t get an IV that fast? Can’t get an ETT [Endotracheal Tube] in between pulse checks? Either get someone who can do it with compressions ongoing or go IO/SGA [Intraosseous Access/Supraglottic Airway], respectively.
“Control the chaos, kick people out of the room if you need to, and then once you’ve established a good rhythm/flow with the group in the room, run down the list of H’s and T’s [Cardiac mnemonic]. The actual medicine of your standard floor code isn’t hard. It’s keeping all the insanity around you to a minimum.”

A second doctor confirmed the wisdom of the first physician:

“Anesthesiologist here and agree with this advice. As someone who takes a lot of calls and responds to probably 7-10 codes a week. This includes airway like you said. I’ll never have people hold chest compressions for me to intubate. As long as we’re able to ventilate, chest compressions take priority.”

Good Samaritan Rescuers
Obviously, it helps to have experience before attempting resuscitation, though the ethical question of whether to intervene or stand by watching someone perish remains. It’s best to have someone there who does 7-10 codes a week, which is hard to imagine, bringing the level of experience desired. In an emergency, though, you have to go with what’s at hand.
Using an Automated External Defibrillator (AED) is much less hazardous than CPR compressions, though there is a low risk of electric shock to the rescuer. Still, since time is of the essence, CPR is needed to keep oxygenated blood flowing to the brain and vital organs while the AED is analyzing the rhythm or charging.
That brings us to the defense that “good Samaritan laws” protect people who make well-intentioned attempts to help another person who is in distress. Unfortunately, good Samaritan laws vary among the states. Some protect laypersons while others focus on licensed professionals.
Before establishing a policy for such emergencies, providers need to understand the legal context. Significantly, some states not only protect “good Samaritans” but go further to impose a “duty to rescue” on any bystanders. Click here for more authoritative information.
As a disclaimer, I am not an attorney, much less a physician, and am merely drawing attention to an issue that providers and others may wish to explore with a licensed attorney. Ethics would suggest that providers ensure that prospective residents understand the facility’s policy before they commit to living there. Being able to document that understanding would seem like the best defense. Perhaps it shouldn’t be left to marketing.

Crush The Trust Game Like This

By Steve Moran
I recently published a sobering article titled “No One Trusts You.” The data is daunting and depressing, but there is good news …
Once you accept this reality, you can do something about it, and because most people don’t do anything about it, you have the ability to have people see you as a standout leader and your organization as a standout organization. 
Before we get to the how, I want to remind you that the lack of trust you are experiencing is not your fault. I hope …
Here’s what I mean. The people you’re trying to reach didn’t decide to distrust you. They were trained to distrust everyone. They got surprise-billed by their doctor. Their employer announced layoffs on a Tuesday after telling everyone the company was family. The salesperson at the last place they looked smiled too much and knew all the right answers to questions they hadn’t asked yet.
You’re not dealing with a fresh audience. You’re dealing with people who’ve been burned, and you just happen to be next in line.
I am guessing you have some of this distrust as well and know what I am talking about.
This matters because the solution isn’t better messaging. In fact, if you try to message your way out of a trust problem, you’ll make it worse. People who are already skeptical can smell a polished pitch from across the room. The solution is behavior. Specifically, a handful of behaviors that research shows actually move the needle.
Continue reading on Practical Passionate Leadership (Substack) for free.

What Do Residents Want?

By Jack Cumming
If you’re of a certain age, you remember a time in the 1960s when the question, “What do women want?” was heard throughout the land. Women were asserting themselves, wanting equal rights and equal recognition. Many men of that era were puzzled. They couldn’t understand why women were restless.
Resident Realities
Today, it’s residents who leave providers puzzled. I thought of that not long ago when Bob Kramer posted a LinkedIn response to an earlier post by Dan Hutson. Both are men I respect. Bob Kramer founded the National Investment Center and has mentored many who are prominent in the industry. Dan Hutson is a much-admired thinker and writer on senior living.
The posts were about residents. Neither Bob nor Dan is a resident, though both may be age-eligible. Dan and Bob are right about many things, including the perspective that residents, in essence, hire senior living operators to provide the residents with benefits, including better lives than they would have otherwise. That simple turn of phrase, “Many baby boomers and Gen Xers will be hiring a senior living community in the coming years…”, is a change from how many in the industry think.
“Oh, To Be Seen and Heard”
It’s not marketing that fills those units, builds occupancy, and brings a revenue entitlement. Marketing is needed to midwife the transaction. But the better insight is that the providers are the servants of the residents, not their masters. What did women want? They wanted equality. What do residents want? They want equality. We can start there.
If residents want equality, and if providers are willing to give them equality, what would equality look like? It begins with mutual respect. Not long ago, I encountered an instance in which a key employee complained about a resident engagement application. Residents had taken the lead in bringing the application to the CCRC. Residents also play a key role in maintaining the platform and keeping it current.
Did the employee take her concerns to the residents who might have worked with her to resolve her issues? No, instead, she went to an employee in the distant corporate office with her concerns. Her reaction about where to turn reflects the corporate culture as it impacts that community. What do residents want? They want to be seen. They want to matter. They don’t want to be a nuisance that the corporate office keeps under control. That brings me to the question:

“What kind of residents would Dan and Bob be if they took the leap and moved into residence in a Life Plan Community (CCRC)?”

Unseen and Overlooked
Dan and Bob are both active advocates for senior living. It’s unlikely that they would quickly change their motivations if they were residents. They are also highly visible within the industry. How might they react if they were as invisible as most residents are? We don’t hear much from John Erickson, the developer, who is now a resident in one of the Erickson communities.
I can’t imagine that either Dan or Bob would be content to have “resident” be their primary identity. Perhaps that’s why neither of them has made the move. Bob Kramer closes his post by observing:

“Imagine a community that fails to nurture strength, purpose and belonging. The residents would feel they’re not able to learn anything, do anything new, contribute anything, or make a difference in somebody else’s life. It sounds miserable, because without those opportunities, what is there to live for?”

A Resident’s Response
Bob, speaking as a resident, I can assure you that many of us find our meaning outside of the CCRC that houses us. But not all of us. Some of us do live in communities like Goodwin Living, where residents are respected and included. John Knox Village in Pompano Beach, FL, is reputed to be another.
If you are working in senior living, you may welcome what Dan Hutson and Bob Kramer are sharing in this exchange. If senior living is no more than a livelihood opportunity for you, then you’re missing the calling that justifies the undertaking. Even though Bob and Dan don’t appear to be considering residency, they clearly view senior living as a calling. Treating residents as people just like you is a good place to start.

“A new commandment I give to you, that you love one another: just as I have loved you, you also are to love one another. By this all people will know that you are my disciples, if you have love for one another.” John 13:34-35

A Bright Future
As mentioned, there are a few communities that do treat residents as full citizens. Jill Vitale-Aussem is known for advocating for residents in her book, Disrupting the Status Quo of Senior Living: A Mindshift, and in her leadership. The emergence of co-housing, cooperative, and even condominium communities recognizes the wish of many residents to live full lives up until the time they can’t.
The Village Movement, too, reflects growing popular skepticism of the impression of senior living as a place where residents lose dignity and self-worth merely by becoming residents. The future is bright that residents in the not-too-distant future will have more meaningful residency choices than is the case today.

S8 Episode 7 – The Leadership Crisis in Senior Living: Burnout, Hiring, Culture & Retention with Chris Heinz

What’s really driving executive director burnout in senior living? And why are so many operators struggling to hire — and keep — great leaders?
In this episode of Foresight Radio, Steve Moran speaks with Chris Heinz, president and managing partner at Westport One, for a candid conversation about leadership, recruiting, burnout, culture, and the future of senior living operations.
Chris shares why the industry’s obsession with “facts and features” hiring is failing, why leadership training often misses the mark, and how the best operators are creating cultures that people actually want to stay in.
The conversation explores:

Executive Director burnout in senior living

Leadership training gaps

Hiring and retention strategies

Why culture matters more than ever

The shift from visionary leadership to tactical leadership

How operators can better support teams

What hiring managers are getting wrong

Why candidates need to sell accomplishments — not job descriptions

The importance of mentorship and support systems

Building senior living cultures that attract top talent

Chris also discusses his personal journey through endurance racing and fundraising for dementia care and how that mindset has shaped his perspective on leadership and resilience.
If you’re a senior living operator, executive director, sales leader, recruiter, or industry professional trying to build stronger teams and healthier cultures, this episode is packed with practical insights.

The Moment Leadership Gets Rewritten

By Rebecca Wiessmann
This article is part of Murry off the Mic. Watch the full episode here.
Murry tells a story that lands because it’s painfully familiar: he does everything “right,” and it still doesn’t work.
Early in his career, he was trained in business process and organizational thinking. He learned what leadership is “supposed” to look like. Leadership lives at the top. Leadership stands at the front of the room. Leadership holds the microphone. Leadership speaks from behind the podium.
Then he helped launch a small assisted living community called Aspen House, built from the ground up — blank walls, empty rooms, big responsibility.
And when the moment came for his first all-staff meeting, he stepped into the role he thought he was supposed to play.
He stood at the podium. He shared the vision. He explained what was going to happen and how they would get there.
And afterward, he realized something unsettling: the meeting didn’t create any spark. Nobody walked out. Nobody threw tomatoes. But nothing caught fire. It was just him talking — and everyone else politely absorbing.
It didn’t feel like leadership.
The Moment Leadership Gets Rewritten
The shift doesn’t happen in a meeting. It happens back at work.
Murry describes being down in the rooms with care associates: painting walls and setting up medication boxes, building charts, figuring out workflows — doing the real work of starting something new.
And while they’re standing side by side, the real conversation begins.
They talk about what matters.They talk about fears.They talk about uncertainty.They talk about how different this household model feels compared to what they’ve known.They talk about the fact that they’re nervous — because responsibility is real and resources are limited.
And somewhere in that moment, Murry sees it clearly:
Leadership didn’t happen at the podium. It happened in real time while they were doing the work together.
That’s the heart of his idea of just-in-time leadership — leadership that shows up when it’s needed, in the moment, in relationships, through listening and action.
The Best Leadership Is Not Reserved For The “Leader”
Murry pushes the point even further: in a real community, any member can step into leadership.
Not the “appointed leader.” Not the “titled leader.” Not the person with the corner office.
The person who notices what needs to be done.The person who speaks up with care.The person who steadies the team in uncertainty.The person who listens, then acts.
That’s the kind of leadership that actually builds culture — because it builds trust.
And trust is what turns “a group of staff” into “a community.”
What Aspen House Teaches The Industry
The Aspen House story isn’t really about Aspen House. It’s about an industry that still overvalues performance.
Senior living is full of formal moments: town halls, staff meetings, leadership training, carefully crafted messaging.
Those things have a place. But Murry’s argument is simple: if leadership only exists in formal moments, it’s not leadership. It’s theater.
Real leadership happens when the work is happening — and people are watching to see who shows up.

Your Culture Needs More Work Than You Think

By Steve Moran
I frequently ask leaders about how good their workplace culture is. I don’t think anyone has ever told me it sucks. Most tell me it’s pretty good. That people are generally happy, engaged, and productive. Some will admit there are pockets of struggle, but on the whole? Things are really good.
I used to be a skeptic, believing they were not telling the truth or not paying attention to what was actually happening in their organizations.
The more of these conversations I have had, and the more I’ve thought about it, I have realized I missed something really important.
From the leader’s perspective, they are 100% right.
The problem is that they are only seeing the part of the culture that is right in front of them. They are not seeing the entire picture …. And yep, I am probably talking about you … It’s really hard to do. You are several leadership layers away from it. Those reporting to you are going to spend more time talking about what’s working rather than what’s not.
There are ways to know … 

High turnover
Poor Glassdoor / Indeed scores
Lots of drama
Burned-out, exhausted department heads
Frivolous lawsuits and regulatory complaints

It’s a simpler problem than it first appears to be. In most organizations, there are lots of really good, really fun, really joyful things happening. They tend to be small things, tiny moments, and the hustle of getting everything right. Those moments get missed.
I hope you already did the exercise designed for you as a leader. You can find it here. https://practicalleadership.substack.com/p/what-if-you-could-have-more-joy-in
This one is similar. But it’s for your team. And it will change things more than you can possibly imagine because the truth is, there is more joy all around us every day than we realize. We’ve just stopped looking for it.
It will be most effective when your local leaders do it with their teams … all the way down to the front line.
Continue Reading on Practical Passionate Leadership (Substack) …

No One Trusts You

By Steve Moran
According to PwC research, there is a significant perception gap between employees and leaders. In fact, 86% of senior leaders say they have a high degree of trust in their team members, but only 60% of employees feel trusted.
There is more …
Only 32% of employees trust their leaders to make the right decision, and only 29% of team members trust their managers (DDI).
Convinced trust is a problem? There is even more …
Continue reading on Practical Passionate Leadership (Substack) for free.

A Devastating View of Senior Living

By Jack Cumming
If senior living is to thrive and improve the lives of aging Americans, we have to change the perception, and the occasional reality, of the industry. This was driven home for me by a recent article I read on Medium. The title is “Assisted Living Isn’t Care — It’s a Crime with a Billing Department.” Wow! That’s devastating.
Our Demanding Mission
Accepting responsibility to care for frail and vulnerable people is a high calling. It should never be undertaken lightly, merely because it is a promising asset class. Of course, even with the best of intentions, things can go awry from time to time. Working with families, residents, and aging advocates — collaborating — can avoid we/they confrontations and improve performance.
The family that loses a loved one will naturally be mighty upset. But postings describing costly neglect, like this Medium article, are devastating for the industry, regardless of whether the descriptions are accurate or not.
If this is true for assisted living and skilled nursing, which provide for people who need care at move-in, think of how much more devastating it can be for the trust expectations of people who move into an independent living residential unit in a life plan community (CCRC). Many of them are locked in by entrance-fee commitments, so they have no good alternative if the management changes and care responsiveness is diminished.
Protesting Instead of Responding
To read much of the trade press, and the “educational” material published by industry advocates, including the leading trade associations, many providers see themselves as misunderstood, victimized by superficial, sensationalist journalism. That’s convenient and self-serving.
What’s comforting reassurance for those in the industry, though, doesn’t seem to be changing popular perceptions. It’s important that what people experience matches what they expect and what they think they’ve been promised. There’s been a flood recently of negative media reporting on individual situations.
We’ve long known that the industry, through its trade associations, has resisted constructive regulation that might have ensured financial soundness, fair contracts, and equitable resident experiences. Many providers still have a jaundiced view of their residents, even of talented independent living residents. That may reflect the intoxicating, addictive rush of top-down control and self-importance, but the outcome is a perception that senior living is not an industry to be fully trusted.
A Better Mindset
Safeguards to earn trust can result from effective collaboration with aging people and a resulting change in mindset. Residents want a safe, dignified aging experience. Subordination to corporate direction is contrary to meeting that expectation.
To achieve effective collaboration, the industry moguls would have to be willing to give residents the dignity of full partnership. It’s the residents who fund the industry. Not surprisingly, there are similar industries that are better servants of their customers.
Many private social organizations, qualified by IRC 501(c)(7), are member-led and member-governed. They may employ a club manager, but the manager is there to serve the members and not to meet the expectations of a corporate overlord.
Similarly, cooperative housing corporations qualified under IRC 216 are resident-led and governed. They also may employ a managing agent or property management corporation, but control and empowerment reside with the residents. As noted elsewhere, cooperatives are better than condominiums for entities in which resident deaths are common.
What Would Change Look Like?
If the industry trade associations were to collaborate with residents, prospective residents, and their families, aging in America could be much better than what it is. For now, too often, providers are selling institutionalization and pretending they’re not. That calls for change in substance and not mere semantics.
There are some who don’t think that senior housing buildings should be called “facilities,” even though that’s exactly what they are. Moving into a building or property will be moving into a facility, so long as residents give up the self-determination they enjoy in a home they own for residential living in a building owned by someone else.
The opportunity for collaboration may be the industry’s best hope for its future. Who might take the lead in trying to shift the trend toward empowerment and security? Will the leadership come from the advocacy associations, or will it come from entrepreneurial disruption?
This is one in a series of articles exploring how providers, residents, and resident families might work together for better aging.

Is the NIC Fall Conference Just Like The Met Gala For Senior Living …

By Steve Moran
Just for fun … and I love attending NIC events … and they are the premier gathering of senior living leaders …
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I woke up in the middle of the night and started doom-scrolling through photos of the outrageous, outlandish costumes worn by some Met Gala attendees.
I got curious about all the details of the Met Gala: who gets invited, how the whole costume thing works, what it costs, and of course, who is frozen out. It is complicated, expensive, and fraught with landmines. It is also, when done right (as I understand it), a place to network at the very highest level … Just like the NIC fall conference. 
And just like the Met Gala, even though I manage to sneak into the conference, I feel like I am more like one of the “gown fluffers” — that’s a real term and a real job people get paid to do, the ones who make sure the trains are spread out just right and everything looks perfect for pictures — than someone on the inside.
NIC Fall Conference
Every September, the most powerful people in senior living and seniors housing descend on a hotel in Chicago or another big city to get deals done. Relationships get made. Capital flows. Fortunes shift.
And every year, I show up in Chuck Taylors.
I have been attending NIC Fall for more years than I care to admit. I have watched it evolve. I have witnessed the rituals. And somewhere along the way, I realized that what we have here is not a conference. It is the Met Gala. With better food, worse fashion, and nobody willing to admit they got dressed for the occasion.
The Lobby is The Red Carpet
At the Met Gala, celebrities arrive on the steps of the Metropolitan Museum and pause for photographers. Everyone is watching. Everyone is calculating. Who came with whom? Who went up the stairs alone? Who got the placement?
At NIC, the red carpet is the hotel lobby. Nobody has a camera (well, even that is not quite true), but make no mistake, everybody is watching. The moment you walk through those doors, the social algorithm kicks in. You are being assessed. Your lanyard is being read. Your company name is being filed away. The question is not “who are you wearing?” The question is “who are you with and how much are you deploying?”
I walk in every year in Chuck Taylors and a blazer that has seen better days. I am not sure what the algorithm does with me.
The Outfits Tell the Story
At the Met Gala, fashion is armor. The right dress signals everything: your boldness, your budget, your brand, your publicist.
At NIC, the uniform is a dark suit or a blazer with a pocket square that says “I am serious but approachable.” 
The shoes matter more than anyone will admit. There is a reason the private equity guys all seem to be wearing the same Italian leather. It is not an accident. It is a message.
And the big-money folks and the operators each have their own style, from loafers to HOKAs to cowboy boots. 
Then there is me in my Chucks; they are part of my costume, and they send a message too. They have a story to tell about wanting to be someone who makes the world a better place. It also says “authentic media voice, senior living, and truth teller.” The guy from the capital markets firm who looked at my feet and then looked away says something different.
The Front Table
At the Met Gala, where you sit at dinner tells you exactly who you are. Anna Wintour does not put you at the front table by accident. The front table is a statement.
NIC has a similar system. The sponsored dinners. The general session seating. The breakfast roundtables where the real conversations happen. Some tables are more privileged than others, a lesson I learned the hard way one year …
I will not name the year or the people. I arrived early to the general session, spotted an open seat at the front table, and sat down with the confidence of a man who has attended this conference many times. Within four minutes, a very polite but very firm person informed me that those seats were reserved. I smiled, said “of course,” and walked myself to a much less prominent position.
The Stage
At the Met Gala, certain people get to speak. They are photographed. They are quoted. They are on the program.
At NIC, there is a stage. Smart, credentialed, well-connected people stand on it. They have opinions about cap rates, workforce housing, and what the Fed is going to do. They have slides. People listen.
I have never been on the stage.
I have interviewed many people who have been on the stage. I have written about what the people on the stage said. I have published those articles. Several people on the stage have told me they read my stuff. And then they went back on the stage.
I wave to them from the sidelines …
The After-Party
The Met Gala after-party is legendary. Exclusive. You either got an invite or you did not.
NIC has a version of this. You know the ones. The hospitality suites. The private dinners that are not on the official schedule. The gatherings that happen after the gatherings. These are where the real deals get done, the real relationships deepen, the real conversations happen.
I have been to a few of these. Mostly because someone felt sorry for me or because I asked directly, which, it turns out, is a surprisingly effective strategy. Nobody expects the guy in Chuck Taylors to just ask.
What It All Means
Here is the thing about the Met Gala. For all the spectacle and the posturing and the fashion armor, it is fundamentally about people who care deeply about being seen by the right people, in the right light, at the right moment. The performance is real. The stakes are real. The relationships that get made in that room change careers.
NIC is exactly the same thing. The suits are the gowns. The sponsored dinners are the front tables. The stage time is the red carpet moment. And everybody, everybody, is performing something.
I have made my peace with my role in the performance. I am the guy in the Chuck Taylors who writes about what he sees. Somebody has to do it.
See you at the next event. 
A final note … While the NIC events are the most prominent, most glamorous aspect of NIC, I need to point out that NIC is so much more than an entity that hosts conferences. They are a top-tier research organization and a top-tier educational organization. They make the industry better for people. 

Proactive Care Isn’t A Buzzword — It’s A Trust Strategy

By Rebecca Wiessmann
This article is adapted from the first episode of Heard in the Halls with Lindsey Daugherty. Watch the full episode here.
The Moment That Exposes The System
A moment many families recognize: Steve arrives to visit his stepfather, Gary, and learns that a fall happened minutes earlier. Gary is okay — but the house manager apologizes anyway, carrying guilt for something that may not have been preventable.
That small exchange reveals something big: senior living often operates under a cloud of unspoken fear — fear of blame, fear of lawsuits, fear of losing trust — even when everyone knows aging includes risk.
The Hard Truth: You Can’t Eliminate Gravity
The only way to prevent falls entirely is to restrain people, and that’s not the point of care.
The goal shifts: communities can’t prevent every fall, but they can reduce unknowns, improve interventions, and support caregivers so they don’t carry the burden alone.
Transparency Is Not A Nice-to-Have
Families get fragments — “mom fell,” “missed medication,” “doctor appointment” — but rarely the full context. That fragment-based communication breeds anxiety and distrust, even in good communities.
Transparency helps caregivers and families move from emotional reaction to shared problem-solving.
Proactive Care Starts With Better Visibility
Proactive care is what happens when teams can see patterns and pain points — hydration, mobility, medication factors — and adjust care plans before the next incident.
That’s also where technology, workflow, and culture collide. If the floor is drowning in paper and disconnected systems, communication breaks down — and the resident becomes a series of tasks instead of a whole person.
The Cultural Shift Hiding In Plain Sight
Near the end of the conversation, Lindsey and Steve land on something that sounds small but isn’t: language. Imagine caregivers answering “What do you do?” with: “I transform lives.”
That sentence changes posture. It changes pride. It changes how the industry talks about itself — and how the world hears it.
“Heard in the Halls” is positioned to make that kind of shift feel normal: more honest conversations, more connected perspectives, and a senior living story that finally sounds like real life — because it is.

Family Business: Why Not Collaborate?

By Jack Cumming
Aging is a family business. That’s true in many senses. Age impacts families directly. That’s obvious. Less obvious is that some of the best senior living providers are family businesses. Sure, they want money. Who doesn’t? But they also want to uphold their family reputation. And many are founded to honor their own aging family members.
Is Tax Exemption Positive?
The mythic pretense is that qualifying for tax exemption, i.e., becoming a not-for-profit, is a sign of excellence. It’s not. I believe that even those who spout this the loudest understand that not-for-profit providers often fall short of what’s best. To begin, family businesses don’t dodge the citizen obligation to pay taxes. Moreover, the family’s investment provides a financial cushion to shield residents from catastrophic loss. Family reputation can be a stronger motivator toward quality and good faith than a mere corporate entity.
Ever since I moved into senior housing in 2006 and began to experience the industry and its advocacy organizations, I’ve been puzzled that the most influential senior living trade association gives primacy to tax exemption. I expected that the industry advocacy organization would give priority to demonstrating that its provider members were trustworthy corporate citizens.
Yes, there are member providers who serve the indigent, and their tax exemption is as justified as any. But many tax-exempt provider members of LeadingAge offer market-priced housing for the affluent. They rely on an old revenue ruling that alleviating the distress of aging is charitable regardless of how profitable it is. Family-run senior housing enterprises tend to emphasize the resident experience long before tax status. Family reputation is at stake.
Family Purpose
Merrill Gardens is a family-built and family-owned enterprise with deep roots, originating from a timber business established in the 1890s by Richard Dwight (R.D.) Merrill. Now it is a fifth-generation family-owned business based in Seattle, Washington. It’s known for the high quality of its independent and assisted living communities.
ERA Living is another exemplary Seattle-based family enterprise. For founders and owners Eli and Rebecca Almo, it’s their family values that fuel their commitment to residents and staff every day. Unlike virtually all not-for-profit entrance-fee senior housing entities, ERA treats entrance fees as a first deed-of-trust claim against the property. The not-for-profits treat entrance fees as at-risk equity capital, but family investment absorbs that risk for ERA’s entrance fee communities. That’s a major protection for residents.
Continuing Life is likewise a family enterprise that wins praise for its integrity, value, and citizenship. The Spieker family specializes in full-care inclusive Continuing Care Retirement Communities (CCRCs), which evince their family values to provide the best, most comprehensive retirement option available to people today. As is the case with ERA entrance-fee communities, residents in Spieker family communities have a deed-of-trust financial shield.
Of course, not all families are as upright as these examples suggest. Any form of enterprise can succumb to dark forces, and there are tax-exempt as well as taxpaying enterprises that have fallen short. Aging residents in these communities are right to be wary. They cannot rest easy, and they don’t have the lifetime peace of mind that they are sold. Click here for a link to the story of a life plan community (CCRC) that fell short.
Why Not Collaborate?
The question raised by these examples of family-led senior housing enterprises is why LeadingAge doesn’t collaborate with them. In this series, we have urged LeadingAge to collaborate with residents. It’s hard to understand why LeadingAge, which seeks influence, is so limiting in its reach.
Media reports of financial failure have drawn a cloud over the industry. LeadingAge has circled the wagons, denying that it’s a concern to address. Collaboration, though, has the potential to lift the senior living industry to a higher standard of trust. Working together, we can provide better aging for America than what has been achieved so far.
LeadingAge, please take notice, and open the doors to elevate all stakeholders, particularly the residents who have placed their trust in this industry. The possibilities that are there to be grasped.
This is one in a series of articles exploring how providers, residents, and resident families might work together for better aging.

It Seems Obvious, but Which Would You Choose?

By Steve Moran
Imagine this scenario …
You have been out of work for a while. You are watching your savings drain away. You want to work. You love what you do, and you are good at it; and the longer you are out, the more that feeling eats at you.
You have been interviewing like crazy, frustrating at first, but out of the blue, you end up with two amazing offers on the table:

Job 1 pays 15% more than anything you have ever made. It is a higher-profile company, more visibility, more prestige. On paper, it looks incredible.
But after you interviewed, did your research, and talked to people who work there and people who used to work there, something felt off. Everyone seems stressed. Everyone seems unhappy. They all smile, but it is not the real kind. It is the forced kind — the kind where you can see the effort behind it.
Job 2 is still a great salary, more than you were making before. But it is 15% less than Job 1, and it lacks the same name recognition or cool factor.
What it does have is people who love being there. They love the company. They believe in the mission. They actually like each other. They spend time together outside of work. They are friends.
Every time you talk to someone from Job 2, you feel something. The joy. The passion. It is not performed. It is just there.

The Choice
Some of you would choose Job 1. Seeing the extra money and prestige as worth the less-than-ideal culture… And then you spend years quietly (or maybe not so quietly) resenting it.
Most of you would choose Job 2, because you have worked in toxic, depressing environments. You know the truth: you would have a better life there. Not just a better job. A better life.
The Rubber Meets The Road Question
Now here is the hard question; I beg you to be honest; after all, it is just you and me, and you don’t even have to tell me.
Which one of those two organizations is most like yours right now?

Continue Reading on Practical Passionate Leadership (Substack) …

The Advocacy Army Is Already In Your Building

By Rebecca Wiessmann
This is the third and final installment in the three-part series drawn from Steve Moran’s conversation with Brian Perry. Watch the full episode here.
“Does This Stuff Actually Work?”
Steve asks the question operators whisper after advocacy days and Hill visits: Does any of it matter, or is it all performance?
Perry says politics is absolutely full of performance. He even calls some high-profile politicians performance artists. But he insists that showing up still changes outcomes — partly because visibility signals seriousness and partly because lawmakers are constantly sorting signals from noise.
If a sector never shows up, it gets treated like it doesn’t matter.
The Real Difference Is Constituents
Perry draws a hard line between lobbyists and voters. A lobbyist may have the right message, but a lawmaker knows that a lobbyist can’t vote for them.
Bring seven constituents from the district into the office, and the meeting becomes a different kind of conversation.
That’s the pivot point for the entire episode: senior living’s most persuasive advocates are not the people who fly to Washington most often. They’re the people already connected to care every day.
Mom-And-Pop Can Be Loud In Ways Big Companies Can’t
Perry offers a helpful contrast. A single community in rural Indiana won’t match a national chain’s political resources. But local relationships can be disproportionately powerful — Rotary ties, school ties, city ties, faith-community ties — the human web that shapes local politics.
“All politics is local” is a cliché for a reason.
The Missing Force: Employees, Families, And Vendors
Steve puts words to what feels like the giant missed opportunity: why aren’t employees and families being activated as part of advocacy?
Perry agrees — and starts stacking the math. A 100-bed building has residents with multiple family members who care deeply. Add caregivers and their families. Add vendor partners walking in and out. Add the surrounding community.
It becomes an “army” large enough that, if organized, it changes what lawmakers fear and what they prioritize.
Steve’s Practical Translation: Better Work And Better Pay
Steve closes the loop in operator language: if teams want better pay and a better environment, this is one path. Advocacy isn’t abstract — it’s one of the levers that influences reimbursement and regulation, which in turn shapes staffing, wages, and the daily work experience.
The message is as direct as it gets: if the people closest to care stay silent, decisions get made without them.
Watch the full conversation with Steve and Brian Perry on YouTube.

S8 Episode 6 – The Future of Senior Living Finance

What does it actually take to finance — and sustain — a successful senior living community in today’s environment?
In this episode of Foresight Radio, we sit down with Kristy Ollendorff, Chief Credit Officer at Clearinghouse CDFI, to unpack the realities behind senior living finance — from underwriting decisions to the growing challenges around Medicaid reimbursement, staffing, and shifting regulations.
With nearly three decades of experience, Kristy shares what separates thriving communities from those that struggle — and why experience, local market knowledge, and aligned incentives are non-negotiables.
We also dive into:

Why many lenders are pulling back from senior living—and what that means for operators
The real impact of delayed Medicaid reimbursements on cash flow
How smart operators are pivoting (memory care, private pay mix, unit conversions) to survive
Why “hired hand” leadership models often fail—and what works instead
The growing importance of rural markets and state-backed loan guarantees
What the future of financing senior living could look like over the next 5–10 years

One theme comes through clearly: rigidity doesn’t work in this industry anymore. Adaptability does.
Whether you’re an operator, investor, or industry leader, this conversation offers a candid look at the financial forces shaping senior living—and what it takes to navigate them successfully.

The Future is Imaginary: The Present is Reality

By Jack Cumming
There’s no question about it. The world of 2050 will be very different from the world of today. History can tell us how the world of today differs from that of 2002, which is the same number of years in the past as 2050 is now in the future. We can use that retrospect to have a measure for the likely pace of change in the future, though few people today are schooled to have an historical perspective.
Measuring the Future Against the Past
To be frank, a provocative video of humanoid robots in senior living recently brought this to mind. In 2002, the only thought of humanoid robots was fanciful. Even the HAL9000 from the fear-provoking movie, 2001: A Space Odyssey, was not humanoid, much less an army of humanoids. It was just quietly dramatic: “I’m sorry Dave, I’m afraid I can’t do that.” That was Hollywood. Machines lack independent will; even AI-aided robots are machines and lack their own will.
The video that recently caught my attention seemed both more imminent and more practical than HAL. The video on YouTube, which incidentally did not exist as a video platform in 2002, was titled, “$20,000 Tesla Bot: Free for Seniors on Social Security? — Cooks, Cleans, Never Sleeps.” It shows a humanoid robot integrated into the lives of elderly people as seamlessly as automatic teller machines (ATMs) and smartphones are integrated into our lives now.
Remember Paro? This Is More Practical
What makes it striking is that it proposes that having a government program like Medicaid give all qualifying seniors a Tesla (or other) humanoid robot would dramatically decrease the cost of assisted living. At first, I rejected that notion based on the recurring objection that people prefer human assistance to that of machines. Then, my thinking changed.
What changed my perspective was the evidence that most older people prefer to age alone in an isolated house, with just occasional human contact, rather than to be institutionalized in even a well-staffed care facility. If accepting needed assistance from a humanoid allows them to avoid institutionalization, then I think it would quickly gain acceptance.
Moreover, there is less embarrassment in being helped with intimate bodily functions by a machine-like device than having a human attendant do it. I can share that I fear that the time will come when I need assistance with toileting or showering. I can better imagine an appropriately programmed robot providing those services. Getting assistance while walking etc., would not be far behind.
Right Up There with Self-Driving Cars
Thus, the YouTube video of humanoid robots in eldercare is very much worth watching. This is particularly true if you can imagine you are the person needing assistance and if you can also imagine that the humanoid is far advanced beyond what now seems remarkable. The robots we see today are the crudest, embryonic humanoids we will ever have.
Frankly, the more I opened my mind to the imaginary robot-served world the videographer presented in the Tesla video, the more appealing it became. We can imagine the future, and some entrepreneur may unlock the potential embedded in that imagination. For most of us, though, it’s unlikely that the future will be either what we fear (AI) or what might free us (also AI).
It’s Not New
In that, we can learn from the ancients. Parmenides (ca. 540 BC – 460 BC) argued that the world is static and that change is just an illusion. It’s that old. Today, we might say that the world has to be in statis or we would consume all resources, making life unsustainable. Many believe that human nature, the balance of vice and virtue, is constant and doesn’t evolve, or as the French like to say, in case you want to sound erudite, “Plus ça change, plus c’est la même chose.”
The best advice from all this is to remain creatively imaginative, to be the early adopter,  to be skilled at adapting to what works and at recovering from what doesn’t. Will humanoid robots dominate the future? That seems unlikely, though they may. Will robots take over from humans? That seems impossible. In reality, to save humankind, Dave will pull HAL9000’s plug even at the cost of his own life. That kind of sacrifice has also been part of human nature from the beginning. Just stand, as I have, in the quiet solitude of unshed tears at Punchbowl Cemetery in Honolulu, and you’ll feel the sacrifice.
Note: After viewing the video at “$20,000 Tesla Bot: Free for Seniors on Social Security? — Cooks, Cleans, Never Sleeps, check the comments. The video first appeared on May 6, 2026, and already, the comments are suggesting the probable demand.

What Do You Want Out Of …

By Steve Moran
It is funny to me how often some of my best leadership ideas and concepts come from people who teach kids, middle schoolers, and high school students. It actually shouldn’t be as surprising as it is, because kids are the toughest audience of all. 
If you get it wrong, they will let you know in an instant. No polite grinding it out the way adults do, no nodding along to be agreeable. This exercise comes from summer camp. It is exceedingly simple and elegant, and it will do amazing things for your organization. I will be using it in my own team meeting tomorrow.
Continue Reading on Practical Passionate Leadership (Substack) …

Will Cohousing Be a Force for the Future?

By Jack Cumming
Senior living has a bright future, but it won’t be the same industry we are familiar with today. Why? The industry today is dominated by interests other than those of the customers they serve. That’s a bit like medicine, in which the doctor prescribes unpleasant medicine. The difference is that the doctor is trusted to want what’s best for the patient.
You Buy It, We Own It
In many senior living communities, residents sell their homes to use their ownership equity to invest equity capital in “not-for-profit” enterprises. Those homeowners give up ownership for a contract license to live in a facility owned by others. Those “others” make the decisions and set the rules, and the residents advise and comply. It’s not surprising that most people prefer to avoid it.
Other data suggest that it’s not that old people want to isolate themselves alone in a single-family home, though they may cherish that home, and the alternative can seem like the end of the road. They may also fear being warehoused and forgotten in a facility. Cohousing offers an alternative. Cohousing tends to have a specific connotation related to “intentional communities,” but in a broader sense, it encompasses cooperative, condominium, and informally shared housing.
When I was single at midlife, I lived in a cooperative apartment building and shared my apartment with two roommates. That was two forms of cohousing in one. Believe me, that was a far cry from living institutionalized in a care home for older adults. Cohousing is not specifically for older people. It can be part of social living.
Just as multi-family housing has evolved to have many forms, from luxury housing with resident ownership to low-income housing for the indigent and near-indigent, so senior housing, beginning with Life Plan Communities (CCRCs), may evolve into cohousing. That could be a popular transformation, and paradoxically, it can also be lucrative.
Cohousing, when done right, is a living, breathing community. Older people are welcome, but they’re not institutionalized. They’re full members of the community with self-determination and self-respect intact, without their having to defer to a management that lives somewhere else.
More Than a Building
A popular blog, Seth’s Godin’s, recently wrote, “We hire architects to design expensive buildings, but we design expensive human interactions as an afterthought.” Does that resonate with you when you think about today’s senior living? Go to an industry conference (and there are myriad senior living conferences) and you’ll find architects, along with financiers and developers, prominent in the exhibit hall and on the agenda.
The financier/developer mindset is very different from the consumer mindset among those for whom congregate living can be life-enhancing. The exhibit hall group is looking for financial opportunity. They hope to find a high-return asset class as, say, a precious metals miner might muck an underground calcite vein to extract silver or gold. The rest of the people are just looking for the best life they can find for the rest of their days.
Many options are fantasies. For some, the party life at Margaritaville may appeal … for a short time. For others, life on the road with a recreation vehicle may seem idyllic … for a short time. Then, there’s living on a yacht in a marina, exotic … for a short time. Recently, perpetual cruising on a residential cruise ship was a dream, now jaded.
Beyond Fantasy
Most people just want a place they can call their own with neighbors they like and a feeling of safety and security. They want a place where they belong and can have purpose. That’s more like cohousing than most of the choices today. Babysitting the neighbors’ children can give purpose. Preparing food for communal meals gives purpose. Sharing in community decisions gives a voice that corporate hierarchies deny.
There are attributes like these in the emerging village movement in which those who are aging stay home but come together in “villages” for social activities and mutual assistance. That helps maintain self-determination and self-respect during years of transition. Many “villages” attract volunteers who help older people with transportation and other needs.
Villages, though, fall short as age renders some oldsters dependent on assistance. Many people somehow do stay put until the end in homes they love and where they feel they belong. For some, it’s a choice; for others, it’s all they can afford. Having supportive neighbors nearby can make the difference.
The Wealth Paradox
Recently, Idrees Karloon wrote in The Atlantic Monthly, “Over the past 40 or so years, American wealth has grown ever more concentrated among the oldest generations. In 1989, Americans over age 55 held 56 percent of it; today, they hold 74 percent. During that same period, the share of wealth held by Americans under 40 has shrunk by nearly half, from 12 to 6.6 percent.”
That’s a stunning statistic and one that the senior living industry would do well to heed. Some oldsters are indigent, but others die rich. That brings us back to the cohousing opportunity. Not unexpectedly, Berkeley, CA, has some intriguing cohousing projects. The most recent one is Berkeley Moshav. Berkeley Moshav characterizes itself as a Jewish Village open to all backgrounds and family types.
Not Just for Hippies
Cohousing can be attractive for people who are aging and who want a community-oriented life. The cohousing model avoids the disenfranchisement that can often result from age-restricted care enterprises like most CCRCs. Click here for an AARP study of how cohousing can be more fulfilling than institutionalization.
It’s not hard to imagine struggling CCRCs repurposed as cohousing. First to go would be the age restrictions, though obviously, the communities would remain primarily for older people, as most of the existing residents would stay put. Next to go would be controlling management, replaced perhaps by the same managers, but as agents for the residents instead of for corporate.
Give People What They Want
The Cohousing Association of the United States notes that “senior cohousing is growing fast as baby boomers embrace it.” Cohousing combines private, accessible housing with shared common spaces and collective management, fostering social connection and mutual support.
No wonder boomers like cohousing. Consider the alternative. Few people dream of paying high upfront entrance fees, high monthly “rents,” complex contractual obligations, loss of autonomy, risk of facility financial failure, the stigma of an old folks’ home, or the finality of making a “last move.”
Given the compelling rationale of these common consumer concerns, the future of senior housing is more likely to trend toward cohousing than toward the high-return “asset class” model. The opportunity is at hand for those with the foresight to seize it.

What Do You Cry About?

By Steve Moran
Leadership author and teacher John Maxwell tells the story of a psychology professor who asked his students three simple questions. The moment I heard them, my brain started doing backflips.

What do you sing about?
What do you cry about?
What do you dream about?

Most leadership wisdom is about assessing your skills, ranking your values, and figuring out your strengths and weaknesses.
These questions are completely different. Answer them honestly, and it becomes surprisingly easy to see whether you are truly fulfilling your purpose or have drifted off course and need to make a correction.
Continue reading on Practical Passionate Leadership (Substack) for free.

Finding Senior Living — By Accident and Then On Purpose

By Rebecca Wiessmann
This article is based on the Pivot with Pettit episode “From City Planner to Senior Living Pioneer: Mitch Brown on the Future of Senior Living.” Watch the full conversation HERE. 
Mitch Brown Didn’t Set Out To Build Senior Living
Mitch Brown did not grow up dreaming about senior living.
He talks about city planning, environmental sensitivity, architecture, land use, and the built environment. He talks about wanting to be the “yes” person instead of the “no” person. He talks about learning from master-planned communities in Southern California and about the thrill of looking at raw land and imagining what could be built there.
In other words, he starts where a lot of the best senior living people start — somewhere else.
That is one of the most interesting parts of Bill Pettit’s conversation with Mitch on Pivot with Pettit. Mitch’s journey into senior living is not clean, linear, or strategic. It is messy, accidental, and deeply instructive. It is also probably more relevant than ever for an industry still trying to figure out where its next generation of leaders will come from.
The Long Way Around
Mitch’s early career winds through city planning, graduate school at UCLA, land planning, entitlement work, and traditional real estate development. He learns how communities are conceived, how projects get approved, how buildings move from idea to reality, and how all of that requires patience, political skill, and a tolerance for complexity.
But planning alone is not enough for him.
He wants to build. He wants to see the thing at the end, not just talk about it in hearings and maps and presentations. That desire moves him further into development, where he learns the rest of the ropes — construction, leasing, pro formas, brokers, and the many unglamorous realities that make real estate real.
Then the market turns.
Like many careers in senior living, Mitch’s entrance into the field comes during disruption. Projects disappear. The work pipeline dries up. The real estate world shifts. Suddenly, a job in senior housing is not just an option. It is the option.
And that is when everything changes.
An Industry With Meaning
One of the strongest moments in the conversation is Mitch’s description of what he discovers once he gets into senior living.
His commercial real estate friends think he has lost his mind. Why would someone with development chops go build “old folks’ homes”? To them, it feels like a step down.
To Mitch, it feels like the opposite.
He sees almost immediately that senior living is not just another product type. It has runway. It has complexity. It has meaning. It gives people in the business a chance to build something that matters in a very human way.
That observation still matters.
Senior living often sells itself poorly to outsiders. It can sound niche. It can sound overly clinical. It can sound like a business built around decline. But the people who stay in this industry usually stay because they discover something more interesting than they expected — a business that sits at the intersection of real estate, hospitality, healthcare, operations, and human experience.
Mitch gets that early. And once he gets it, he never really looks back.
Learning From The Pioneers
He also lands in senior living at a time when the modern industry is still being formed.
There is no polished playbook. The organizations are early. The categories are still fuzzy. Rental senior housing is not yet the established business it will become. Much of the knowledge still lives inside a relatively small group of people who are building the field in real time.
What stands out in Mitch’s telling is how generous those early leaders are.
They share what they know. They teach younger professionals. They explain design, operations, and mistakes. They help people learn on the job. Mitch describes it as open-handed and collaborative.
That is worth pausing on.
Senior living likes to talk about mentorship, but the industry is going to need a whole lot more of it. If this next era is going to require new operators, new developers, and new thinkers, then the old spirit of “come on in, let me show you how this works” may be one of the most valuable things the industry can recover.
Why This Story Matters Now
It would be easy to read Mitch’s career story as a nice personal history lesson. It is more than that.
His path is a reminder that senior living does not just need people trained inside senior living. It needs people who bring in outside disciplines and then learn how to apply them here. It needs planners, designers, operators, financial minds, hospitality thinkers, culture builders, and people who can bridge worlds.
It also needs to remember that some of the best careers in this field start by accident.
That is not a weakness. It may actually be one of the industry’s superpowers.
Senior living tends to capture people after they have seen enough of other industries to recognize what makes this one different. They come for a job. They stay because the work feels consequential.
Mitch Brown’s story is not just about how one leader got into the business. It is about how the business keeps finding its best people — often in unexpected places.
And that may be a good thing.

The Village Movement Is Growing

By Jack Cumming
There are many alternatives for aging, ranging from staying put to moving to a Life Plan Community (CCRC) with a lifetime commitment. Of these, the most popular option by far is to stay put. The residential senior living industry has struggled with this dynamic.
Of course, business-minded enterprises have been emerging to provide care services in an older person’s home. More intriguing, though, is the developing concept of senior villages. As is true of CCRCs, there is no standard model for what a village is, though virtually all of them bring volunteers together with those needing services.
A unique opportunity to learn more about villages is coming on May 13th. Read on to learn why you may want to attend the presentation and to find the link. It’s cost-free.
Origins
The origins of the village movement are traced to the formation of Beacon Hill Village in 2002. Since then, the movement has been growing steadily and is now nationwide. Not long after, the Village to Village Network was formed in 2010. It began as a partnership between Beacon Hill Village and NCB Capital Impact, following high demand for help by local clusters of seniors wanting to emulate what Beacon Hill Village has achieved. NCB Capital was created by Congress in 1982 to foster equity in affordable housing, healthcare, education, cooperatives, and healthy food initiatives.
Now the VtV Network has partnered with Rutgers Hub for Aging Collaboration to gather data to help guide villages into the future. Initial data show the vibrancy of the movement, which was set back by the pandemic, but has been growing since. The project is labeled the 2025 National Census of Villages, and some results were presented as a poster at the recent American Society on Aging, an organization of academics and practitioners.
Opportunity
There is an opportunity for care providers to collaborate with local villages, or even to sponsor and support them, so that village members can have a clear path for when their care needs may become more intense. To learn more about the village movement and the results and uses of data gathered by the Rutgers researchers, there is an open presentation and discussion scheduled for May 13 at 2 PM Eastern time.
If you would like to learn more about how the village movement is coming of age, you can register for the presentation. There is no cost to register. Click here for the registration link.

The Future Shows Up Whether We’re Ready Or Not

By Rebecca Wiessmann
This article is based on a recent episode of Tech Tuesday — Aging Into 2026: What’s Next for Caregiving, AgeTech, and Senior Living, featuring Jane Nam. Watch the full episode HERE.
Steve was back on Tech Tuesday after a rough two-week stretch where the flu decided it wanted to become pneumonia, which is a very on-brand reminder that aging is not theoretical. It’s not a panel discussion. It’s not a white paper. It’s Tuesday morning — and it’s happening while you’re still trying to clear your calendar.
His guest is Jane Nam, founder of AgeTech Journal, who spends her days watching what’s being built, who’s funding it, and what’s actually gaining traction in the AgeTech ecosystem. The conversation is framed around a simple idea: as the calendar flips from 2025 to 2026, what changes in caregiving, senior living, and innovation — and what changes because reality doesn’t care about our timelines?
The Home Is The New Care Setting — Until It Isn’t
Steve names the line everyone repeats: “The home is the new care setting.” Then he does what Steve does — he pokes it with a stick.
Sure, people want to age at home. Also true: lots of people can’t. Not safely. Not sustainably. Not without quietly burning out the family members who love them.
Jane doesn’t argue for one setting to win. She makes the case that the demand wave forces innovation in two directions at the same time: tools that help older adults and families make aging in place work better, and tools that help senior living providers operate with less friction and lower cost.
And 2026 adds fuel. The first boomers hit 80. The demographic math moves from “coming soon” to “already in your pipeline.”
AgeTech’s Awkward Truth: Older Adults Don’t Want “Old People Tech”
Steve flashes back to early AgeTech conferences packed with products that were, at best, mildly interesting and, at worst, based on bad assumptions. His favorite cautionary tale is the “senior tablet” era — a time when simplified devices were built on the idea that older adults couldn’t handle mainstream tech.
Most of those products disappeared for a simple reason: older adults didn’t want to be treated like a separate species. They use the same phones, apps, and platforms as everyone else … as long as those platforms respect real needs.
Steve then raises a concern that deserves daylight: the risk that AgeTech becomes more about extracting dollars from older adults than solving real problems.
Jane’s response is realistic: that might be someone’s fantasy, but it’s not an easy business model. Selling in aging is hard. The customer isn’t one person — it’s families, providers, payers, and systems. The sales cycles are slow. The use cases are complex. You can’t hype your way through that for long.
Caregiving Finally Gets Treated Like The Main Event
Steve brings it home with personal experience: being a caregiver for his 93-year-old stepfather, who lived with them until recently moving into a residential care home. What stands out isn’t just the emotion of caregiving — it’s the limit of it. Love doesn’t automatically equal capacity. And being “a good family” doesn’t magically create time, training, or stamina.
That story tees up one of Jane’s strongest points: the caregiver is becoming the center of gravity.
She calls 2026 “the year of the caregiver rebrand” — moving caregivers from invisible helper status to a recognized workforce and provider group that deserves support, protections, and meaningful tools. She ties it directly to the broader labor picture: when roughly one in four American adults is caregiving, caregiver stress becomes everyone’s problem. It hits employers. It hits retention. It hits absenteeism. It hits productivity. It hits the economy.
In other words, caregiving is no longer a private family issue. It’s infrastructure.
Tech Can Help, But Policy Moves Like It’s Dragging An Oxygen Tank
Steve asks a practical question: What happens when the caregiving workforce includes great people who may not have training, may have language barriers, and are asked to do increasingly complex work?
Jane sees AI and technology helping with accessibility and affordability — and points to models like CareYaya that match needs with people in creative ways.
Then comes the policy reality check. Jane mentions the Credit for Caring Act — a proposed tax credit aimed at helping working caregivers — as an example of the problem: the needs move fast, and policy moves slowly. Introduced. Talked about. Stuck. Rinse and repeat.
Her takeaway is blunt: AgeTech entrepreneurs can’t wait for Washington to keep up. The demand is already here.
The New Rule For AgeTech: Don’t Make It Weird, and Don’t Make It Beige
Jane offers a refreshingly simple filter for “good” AgeTech: can the founder explain what it is, what it does, and why it matters in a way that makes sense to a normal human?
She also loves products that are desirable — meaning they don’t scream “this is for old people.” Her favorite example is Cadence, a fall-prevention sneaker brand that looks like normal footwear. The idea is practical, but the packaging is the point: older adults don’t suddenly lose taste.
Steve agrees — and adds a quiet industry confession: there are too many booths, too many products, and too many founders who cannot explain what they do without a 30-minute guided tour. If the value proposition requires a hostage situation, it’s going to struggle.
Jane’s “bad AgeTech” bucket includes:

Products that are confusing on first contact.
Overbuilt “all-in-one” platforms that add friction.
Solutions that ignore adoption barriers (Wi-Fi, downloads, setup complexity, and too many steps).

Her big theme is friction. The winners in 2026 are the ones who make adoption feel easy and obvious.
Joy Span: A Better North Star Than Longevity
When Steve asks what her dream senior living community looks like, Jane reaches for a term she loves: “joy span.”
Not just living longer. Not just reducing risk. Not just optimizing clinical outcomes.
Joy span is the measure of how much of life feels connected, purposeful, interesting, and human.
She also mentions a concept from Korea: “elder kindergarten” — older adults ride a bus to a communal setting, see friends, do activities, create things, and bring home art. It’s not framed as decline management. It’s framed as belonging.
And that’s the punchline: the future of aging isn’t just more tech. It’s better life.
The Real Difference Between 2025 And 2026
Steve closes with a deceptively simple question: what exists in 2026 that didn’t exist in 2025?
Jane’s answer is narrative and cultural: a shift toward talking about aging and caregiving more openly, more positively, and more realistically. Less fear. More agency. Less “we’ll deal with it later.” More “this is already happening, so let’s do it better.”
She encourages founders to add their companies to the AgeTech Journal startup tracker and points viewers to AgeTech Journal’s newsletter and LinkedIn as a way to stay current.
Because whether we’re ready or not, 2026 is here.
Watch the full conversation on YouTube (the side comments are half the fun).

Unauthorized

By Jack Cumming
Not long ago, an article of mine spoke of my first encounter with the authority structure common in senior living. The long and the short of it is that residents don’t have much authority no matter how helpful they might be. Since then, I’ve given this surprising phenomenon much thought. I never expected that residents would be so little regarded. This came to mind recently when reading glowing reports on social media of employee training.
Inclusivity
The buzz is about training that goes beyond what’s mandatory for compliance. Most training beyond the minimum emphasizes social interaction. Some of it is characterized as leadership training, e.g., be nice to people, and they’ll work hard and be loyal. Much of it is pure social interaction, e.g., treat people as you would like to be treated.
Residents may be the purpose, but you won’t find them in training programs. Theoretically, the training may be for residents, but almost without exception, residents are excluded. Most residents don’t mind. They don’t expect or wish to have a role.
But some residents could elevate the experience by giving life to the resident experience. Particularly desirable would be training and programs to help enterprises meet the expectations that led residents to move in in the first place.
Hierarchy: Authority vs Substance
Most senior living organizations are hierarchical. Authority increases toward the top. Reversing the training would open the C-suite to learning from the employees and residents, rather than the C-suite training those down the line on how to improve themselves. It’s surprising how often C-suite people think they are listening when what they are really doing is presenting their views of themselves.
It’s not just in the fairy tale that people want to tell the emperor to put on some clothes, so what is lacking is less obvious.
Employee Risk
A recent occurrence can make this clear. Our to-go meals are fixed by day of the week. My wife likes the Saturday morning spinach omelet, so every week she orders it for the next morning. Recently, though, things were hectic on Friday, and she forgot to order the meal. Saturday came, and she realized, so I went up to the dining area to plead for a late order.
I was prepared for a long wait when, abracadabra, an employee brought me the to-go meal all ready to go. I was stunned and asked how it could have been prepared so quickly. The employee responded, “I remembered that your wife always orders on Saturday, so I made up an extra, just in case.”
Now that’s consideration that goes above and beyond all expectations. I was going to put in a kudos so her bosses could praise this thoughtful person as I did. But then I stopped. If I praised her for taking this initiative, the employee might be in trouble for potentially wasting food. We have a dining manager, who is subject to new oversight after the C-suite brought in an outside firm to “improve” our dining.
Flipping the Question
Sometimes, the right thing is the wrong thing in the eyes of those in authority. That’s a lesson that might be trained up the hierarchy in place of training down.
A wonderful, tearjerker of a story makes this point, especially if you’re a Beatles fan. With social media, many times a past event is developed into a made-up story. One such story was inspired by a picture of the Beatles visiting a gravely ill child in 1964. The story is of authority upended, which you can experience by clicking here. It’s well-written and may make you cry … good tears. The Beatles’ visit was against the hospital’s rules.
Unfortunately, this kind of self-affirming authority lives on today and affects the living experience for residents and the work experience for employees. The sad truth is that there are some self-aggrandizing employees who are more skilled at climbing the hierarchical ladder than they are at delivering on the mission.
You Can’t Go Back
Sometimes, I wonder how different these past 19+ years might have been if my encounter years ago with the provider authority structure had been different. Many of the things that I then hoped for have become commonplace in the industry. Others will likely never come to pass. Few organizations, few industries, rise to their highest calling.
Nevertheless, the more one thinks about it, the more obvious it becomes that a circle of peers is better suited to serving those experiencing old age. With the hierarchical structure, executive pretense too often controls instead of what’s best. Often, it’s obvious to everyone but those at the top that the emperor’s new clothes may not be what the emperor thinks they are.

Who Are You Performing For?

By Steve Moran
There are only two kinds of people in the world.
Bad people who don’t care about you at all.
Good people who won’t judge you for being human.
That’s it. That’s the whole framework. And if you let yourself believe it, it changes how you lead.
We Are All Performing
It’s a hard truth, but we are all performing. Every day. In every meeting, every conversation, every decision we make in front of other people. Think about the last conference you attended or presented at, the last meeting you attended, even in your own organization. Even those in the audience are performing.
That’s not a criticism. It’s truth. It’s me too. It’s everyone. Performance isn’t the problem. The question is who you’re performing for.
Here is the problem every leader has, including me: we spend considerable energy performing for people who will never applaud us. People who are not capable of being impressed by us. People who, no matter what we do, will find something lacking.
You know who they are. You’ve spent years trying to win them over anyway.

Continue reading on Practical Passionate Leadership (Substack) for free.

Is Senior Living at a Tipping Point?

Senior living may be facing another major inflection point. In this clip from Pivot with Pettit, Mitch Brown reflects on the industry’s watershed moments — from the GFC to COVID — and explains why affordability, debt, equity, and development challenges are creating one of senior housing’s most difficult market realities yet.
Watch the full conversation HERE.
 

Transcript:

In the 30-plus years we’ve been doing this, there are these watershed moments — these cusp moments — when the industry goes through a major upheaval.
And we’re clearly there now.
It started with the GFC. Then COVID. And today, we’re at another tipping point.
What’s your perspective on the development markets today?
There are equity questions. There are debt questions.
And while I recognize there are hundreds of thousands of units of demand, if you really cut through that, we’ve got a massive affordability problem.
That demand may exist. But the ability to actually meet that demand and have it be successful is a very, very difficult premise today.

Breaking Silos — The Same Resident, Different Stories

By Rebecca Wiessmann
This article is adapted from the first episode of Heard in the Halls with Lindsey Daugherty. Watch the full episode here.
The Hallway Is Where The Disconnect Shows Up
Senior living is full of smart, caring people who are often operating with incomplete information — and then trying to stitch together the resident’s reality after the fact. One caregiver is talking about hands-on care, a nurse is focused on the medication plan, and an executive director is thinking about the rate — all about the same resident, in the same hallway, without shared context.
Silos Persist … Even When Everyone “Cares”
Silos don’t happen because people are lazy. They happen because senior living has competing goals running in parallel:

Clinical outcomes
Resident experience
Workforce constraints
Compliance and risk
Family communication
Financial sustainability

Each lane develops its own language, its own priorities, and its own definition of “success.” Then the system asks teams to collaborate — without giving them structures that make collaboration easy.
“Put Them All At The Same Table”
The most practical line in the episode might be the least complicated: put everyone at the same table.
But the idea goes further. The “hallway” can become a kind of round table — a space where perspectives don’t compete; they combine. That’s not a kumbaya vision. It’s a better operational model because the resident doesn’t live in departments. The resident lives in operational consequences.
Perspective As A Leadership Tool
“Heard in the Halls” is built around a repeatable pattern:

Pick a topic that matters (falls, move-ins, staffing, family expectations, proactive care).
Gather the perspectives that usually stay separated.
Let the friction show — without turning it into blame.
Pull the best thinking into something usable.

That’s how you break silos without launching another doomed “initiative.”
The Quiet Challenge To Leaders
This series quietly challenges leaders to ask a question senior living often avoids:
If everyone is working hard, why does the resident still get lost in the handoffs?
The answer isn’t “try harder.” The answer is: connect the perspectives, build systems that support communication, and stop pretending siloed work can produce integrated outcomes.

S8 Episode 5 – Reinventing Life Enrichment in Senior Living

What does life enrichment in senior living actually look like today—and where is it headed next?
In this episode of Foresight Radio, we sit down with Dr. Ashlea Smalley, a senior living leader and gerontology expert with over 20 years of experience in the field. Together, we explore how senior living communities are evolving beyond outdated stereotypes of bingo and busywork toward purpose-driven experiences, deeper human connection, and personalized resident engagement.
Dr. Smalley shares how life enrichment programs are shifting from simply “keeping residents busy” to creating meaningful experiences rooted in purpose, social connection, and individual identity. She also discusses how technology and AI tools are helping communities better understand residents and personalize their experiences.
We also explore:

Why senior living should feel like home—not just “homelike”

How purposeful living and social connection impact resident well-being

The role of AI and technology in enhancing resident engagement

Why the future of senior living may look more like a college campus

How communities can break stereotypes and attract the next generation of caregivers and leaders

One powerful reminder from the conversation: our desire for connection, fun, and meaning doesn’t disappear with age.
If you care about the future of senior living — or want to better understand how the industry is evolving—this is a conversation you won’t want to miss.
Key Takeaways From the Episode

Life enrichment is evolving beyond activities: Senior living is shifting from “keeping residents busy” to creating purposeful experiences and meaningful connections.
Residents want the same things we all want: Connection, curiosity, learning, fun, and community don’t disappear with age.
The future of senior living may look like a college campus: Dr. Smalley envisions communities filled with clubs, activities, social spaces, and lifelong learning opportunities.
Technology should enable human connection—not replace it: AI and platforms like LifeLoop can help teams better understand resident interests and free up staff time for meaningful interaction.
Senior living should be integrated with the broader community: Opening communities to younger generations and local communities helps break down stereotypes and creates richer social environments.

Corporate Combinations: When Your World Shifts

By Jack Cumming
You’ve likely noticed that Senior Living Foresight is now “Powered by ProCareHR.” That has had many benefits, especially for those Foresight employees who are on the payroll. Since I work as a volunteer, loving the independence of expression that gives me, I have not been part of the change.
The Big Question
That led me to ponder, “How can ProCareHR realize the best value from its purchase?” Although I write regularly for Foresight, I’ve been no part of the merger integration. Thus, like you, I’ve been able to watch the process from a bit of a distance, though I have more interest than most readers, and I’ve been privy to insider conversations. That means I have a unique story that can inform the consolidation.
If you’ve been through a merger, you know how it can go smoothly or otherwise. For me, the ProCareHR/Foresight transaction serves as a model. Many mergers start out with optimism and hope and end up as something else. No wonder mergers and rumors of mergers can be anxiety-producing. Have you ever had merger-fear anxiety?
I confess that I’ve had some anxiety about ProCareHR. If you are facing the prospect of a potential merger, you likely have the same anxiety. It’s best to plan for the worst while hoping for the best. What Color Is Your Parachute? is a perennial favorite, updated for the digital world of 2026. That includes considering how you may best adapt to artificial intelligence (AI) even if it strips you of your current job. I know what my parachute is, and I’m ready to pull the rip cord if needed.
Think Positively
With that aside, though, my thinking here is focused on the question, “How can ProCareHR realize the best value from its purchase of Foresight?” This is something that you might do if your employer is taken over in a consolidation. Just thinking through the question of why the merger took place can better prepare you to work with the new owners. Here’s my template for answering that specific question.
Stage 1: ProCareHR gains stature as an industry thought leader from the merger. Notable is the editorial independence promised by ProCareHR to Senior Living Foresight.

In Stage 1, investing in a thought-leading journal and then giving it complete freedom of expression establishes ProCareHR as a business that puts the common interest before typical corporate aggrandizement. From that, ProCareHR clients can derive assurance that they can trust that ProCareHR will put their interests first.
That’s an enormous advantage in a time when self-interest dominates the headlines. It also implies that ProCareHR has the core talent not to fear evolution because management is confident that the organization can adapt quickly to change if change is warranted. That level of talent is rare.

Stage 2: ProCareHR becomes best in class for giving businesses the highest conceivable quality HR services bar none.

In Stage 2, which follows hard on the heels of Stage 1, ProCareHR uses conventional marketing tools of events and industry outreach to sell aging services their tailored package of human resources/PEO services.
In short, a PEO firm handles the chores related to employing people. Among those concerns are employee benefits, staff administration and payroll, risk management, employment-related compliance, talent management, and related support and technology. The idea is that an outside firm might be able to handle these processes at lower cost with greater sophistication.
Since HR is not directly germane to the business purpose, it can make sense to outsource these functions. The challenge is that this bundle of services can function like a commodity product that is hard to distinguish competitively from others.

Stage 3: ProCareHR emerges as a strategic partner with its clients, helping client senior living enterprises to thrive and prosper.

This is where the ProCareHR odyssey becomes both more promising and more daunting. It’s one thing to follow conventional business-school-type textbook advice. It’s another to go beyond the textbook to help build a great business.
That requires the kind of creative, imaginative thinking and insight that is rare. Often, as with Steve Jobs and many others, ideas flow and make schooling irrelevant. Consider how many of the most transformative businesses were built by people who didn’t take educational credentials seriously.
Building a talent team that is strong enough to stand out from competitors can be an enormous challenge for a CEO or business owner. Talented CEOs have an eye for talent and what it takes to attract and motivate them into becoming a team. That core talent team at the top is what drives a corporate reputation for excellence.
Becoming a worthy strategic partner requires a level of creative and analytical talent of the kind that distinguishes a Goldman Sachs, long known for excellence, from other financial wannabes. ProCareHR has an opportunity to become that lead firm for HR services.

Stage 4: ProCareHR leverages its core talent to become the lead organization helping senior living move to people empowerment. HR, as “human resources,” evolves to become “human relationships.” Senior living gains investor value by allowing people of all ages to find better lives.

Stage 4 is where the long-term opportunity lies. Today, enter the exhibit hall at the annual LeadingAge Conference, and Ziegler, the financing firm, and Greystone, the leading development firm, are front and center. Money interests are even more prominent at other industry conferences. The ProCareHR opportunity is to position itself to be right there in front, leading with people relationships to enhance value and to drive investor returns.
Look at the history of transformative enterprises and one usually encounters something like “in [year] the company revolutionized [name of industry].” For ProCareHR the year might be 2030 and the industry would be “senior” living, though by then the industry may have a bigger footprint beyond just old people.
HR as “human resources” sounds dehumanizing, as though people were no more than interchangeable parts in a machine without individuality or spark. No wonder that there are almost no examples of HR specialists rising to be CEOs of major businesses.
An exception is Mary Barra of General Motors, and her relationship skills break the mold. Most enterprises, and especially senior living enterprises, are people organizations. The common sense of developing people to realize their full potential can be the key to whether a business leaps forward into the future or remains mired in convention. Ms. Barra managed GM’s HR during the company’s restructuring.
The HR opportunity for “senior” living, or for all-purpose living, is to focus on “human relationships” and to put people first. “People” includes not merely the “workforce” or the “frontline workers,” but it also includes suppliers, residents, families, and every single person who touches an organization. People first is far more important for success in “senior” living than any other element.

Final Thoughts
Ziegler leads because it answers the question, “How do we finance this industry?” ProCareHR can become the new leader if it answers the more profound question: “Why does this industry exist, and who does it serve?” The answer to that question is what we might call “People First.”
People First pictures aging as a time of fulfillment, connection, and purpose; communities where residents, families, staff, and leaders all flourish; capital as necessary but not as master. Those are values that serve all ages, not just those who are aging, and certainly not just those who are very old. Those very old need care, and there is a niche for that, but the opportunity is so much broader.
Now we can answer the questions with which we began. First: “How can ProCareHR realize the best value from its purchase of Foresight?” Answer: by marshaling Foresight’s forward-leaning thought leadership and sending those qualities off to reimagine the lives of people everywhere, especially those who are now encountering old age.
Second: “What can, or should you do when your world shifts due to a corporate consolidation?” Answer: Do exactly what you would do if you suddenly had a new boss. Start by giving your new boss your wholehearted support. Help your boss succeed, and your own success should follow. The same applies to a new owner.
Give the new folks a chance to reveal what they have in mind with the merger. Then, you have to consider whether their values align with your values. If they don’t, that’s the time to get active in evaluating the opportunities available elsewhere that might best fit your abilities.
On the other hand, it’s possible that the new leadership has a vision that ignites your imagination and makes you look forward to work. If that positive experience leads you to improve your commitment and, with commitment, your performance, then the new organization may be the best thing yet for your career.
Disclaimer: Although I think regularly about senior living and have for years written regularly for Senior Living Foresight, I have received no benefit from the ProCareHR/Foresight affiliation. Thus, this article is independently conceived and authored. The views expressed are solely those of the author and no one else.

What if You Could Have More Joy in Your Life?

By Steve Moran
The alarm went off at 6 am.
I had a golf tournament to get to. A charity scramble. The same foursome that has played together the last two years. Good guys. Nobody’s going to mistake us for professionals.
The last two years, we finished dead last. Both times. We won the prize for the team that had the most fun, which is a real prize, and we were genuinely proud of it, in a weird kind of way.
It was raining when we got to the course.
We didn’t care.
We hit good shots, bad ones, and some in between. We told stories. We laughed. By the end, we had climbed out of last place, which felt like winning the Masters.
By 4:15, we were beat. Done. I grabbed my bags, headed to the airport, and got on a plane to Phoenix, headed to LTC 100. What I most needed was a hotel room, a good night’s sleep, and nothing else.
Then my phone buzzed.
A friend who lives in Phoenix — someone I don’t know all that well but like a lot — said he couldn’t do lunch the next day but could drive over to my hotel … at 11 pm.
Every reasonable part of my brain said no. I said yes anyway.
We talked for an hour and a half. Stories, laughter, the kind of conversation that goes in six directions and never quite lands anywhere, but you don’t want it to stop.
At midnight, I was back in my room. Wide awake. Took another hour to fall asleep.
And I was up at 6 am the next morning.
Here’s the thing. I should have been destroyed. I had burned every calorie I had. I ran on too little sleep. And I woke up the next morning energized and ready to go.
Joy doesn’t cost energy.
It produces it.
Most of us have that exactly backwards.

Continue Reading on Practical Passionate Leadership (Substack) …

Why Active Adult Is Still Senior Living’s Best-Kept Secret

Mitch Brown explains one of senior living’s biggest marketing challenges: people often do not understand the appeal of active adult living until they experience it for themselves. Once they do, the question often becomes not why move in — but why didn’t I do this sooner?
Watch the full conversation HERE.
 

Transcript:

We’ve always done a pretty bad job in this business of helping people understand why this lifestyle is so much fun — and why people often age better and simply live better in these communities — until they actually experience it.
How many times have you toured one of your communities and watched a prospect walk through with her daughter? The mom is saying, ‘Oh no, honey, this is very expensive.’ And the daughter is saying, ‘Mom, I’d move in here tomorrow.’
Then two or three months later, the mom has moved in and says, ‘Why the heck didn’t I do this sooner?’
The truth is, the people who really understand why active adult is so appealing are the people who already live in these communities.

Are These Questions Keeping You Up At Night? – They Should!

By Steve Moran
I want to start with some questions …
Have you ever stared at your org chart and wondered if the structure that got you here is actually the thing holding you back from where you want to go?
Have you ever been handed an opportunity — a new community, a management contract, a potential partnership — and genuinely not known whether to say yes or run the other way?
Have you ever grown fast, only to look up one day and realize the culture you started with is becoming a casualty of that growth?
These are real-life challenges that senior living leaders are wrestling with. Getting them right means more success and a happy life. Getting them wrong means lost opportunities, sleepless nights, massive headaches, and challenging times ahead.
If you are not struggling with any of this, you can stop reading now … but if your interest is piqued …
The NIC Growth Conference, taking place in Indianapolis May 13 and 14, is the place for you to be.
The Conference is built for operators who are in the middle of something — not just thinking about growing, but actually doing it, with all the complexity and second-guessing that comes with it. The session lineup this year is one of the most honest and practical I’ve seen at any industry conference.
The Agenda
The opening session tackles organizational structure — specifically, how to evolve it as you grow. The panelists are operators who have lived it at Brightwater, Vantage Point, and Health Dimensions Group.
From there, the conversation turns to one of the biggest challenges in senior living: when to pursue an opportunity and when to walk away. Timing is everything, and the people on that panel — from Trustwell Living, Viva Senior Living, and United Church Homes — have all made those calls under pressure.
Then comes the session I think will generate the most conversation: Will Your Identity Shape Your Growth or Become a Casualty of It? The Springs Living, Benchmark, and Trilogy are in that room. These are organizations with real culture. They know what it costs to protect it.
And of course, data is king — but we are still really working to figure out how to unlock its potential. There is a session that tackles this topic head-on. Spoiler: it is increasingly obvious that the operators who figure it out first will have a meaningful edge.
Day two gets into capital and financing — how to access it at different stages of growth, not just the obvious sources. It covers management transitions, which is one of the most underrated challenges in this industry. It addresses strategic partnerships — the kind that actually accelerate growth rather than just complicate your org chart.
Growing Pains — Real Life Lessons
The closing session might be the most valuable: learning from other people’s journeys. Growing Pains: The Mistakes We Made and the Lessons We Learned features Justin Hutchens as moderator, with Sue Farrow, Lynne Katzmann, and Dan Lindh on the panel. These are industry legends. That kind of vulnerability and candor in a public setting is rare — and worth the price of admission alone.
The NIC Growth Conference isn’t for everyone. It’s for operators who are serious about building something and want to learn from people who are doing it right now — and from people who made the mistakes so you don’t have to.
If that sounds like you, Indianapolis is the place to be May 13–14.
Register here →

Is Your Team Sold Out to Your Vision?

By Steve Moran
I watched this very short [Instagram video] by Zack Frongillo, the director of entertainment for the Savannah Bananas sports entertainment team.
In this video, he tells his story about how he got the job. It’s worth watching; the bottom line is this: He has completely bought into and sold out to the Savannah Bananas’ single most important mission: “Fans First.”
The team’s big idea is that everything they do must be tested against that standard. Everything. That includes ticket pricing, ticket purchasing, driving into the parking lot, getting to your seats, waiting for the game to start, and heading back home.
The Difference Between Saying It and Living It

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Stillness As Strategy: Slowing Down Can Improve Care

By Rebecca Wiessmann
Foresight TV runs on momentum. Conversations move fast, ideas stack up, and senior living leaders show up with one recurring problem — the work keeps accelerating while the humans inside it do not.
In this episode, Denise Boudreau fills in for Steve as host and invites viewers into a very different kind of leadership conversation. Her guest is Dr. Gary Irwin-Kenyon — a gerontologist, author of “Pathways to Stillness,” and the creator of Seated Tai Chi — and his central argument is simple, borderline subversive: slowing down may be the most powerful move senior living leaders can make.
Not as a luxury. Not as a “self-care add-on.” As strategy.
Narrative Care Starts With A Different Question
When Denise asks how he introduces himself, Dr. Gary starts where gerontology often gets stuck: people hear “study of aging” and immediately ask for the fix. The secret. The hack.
His work turns the question sideways.
Instead of treating aging primarily as a matter of physical decline, he describes a subfield he helped pioneer: narrative gerontology, which views life as a story — and care as the practice of understanding what’s meaningful within that story.
In a care context, that shift matters. Narrative care, as he describes it, is less about a professional “interpreting” someone and more about honoring that it’s their world, not the caregiver’s. The goal is not clinical insight. It’s connection.
He shares a phrase from a colleague that lands like a thesis statement: narrative care is “core care.” When someone feels truly listened to and understood, they may tolerate a lot of the other inconveniences that inevitably come with a care setting.
The Quiet Center Behind The Disease
The conversation turns toward dementia, and Dr. Gary pushes back on an old framing — that a person with dementia is primarily a story of decline.
A narrative perspective argues something else is still present: a “quiet center.” A stillness that remains accessible, even when cognitive abilities change.
Stillness, in this framing, isn’t passive. It’s a way of reaching what is still intact.
And that’s where Seated Tai Chi enters the picture.
What Tai Chi Really Is
Denise pauses the conversation to define Tai Chi for viewers who haven’t encountered it. Dr. Gary describes it as a slow, soft “moving meditation,” developed in China, designed to calm what he calls the “monkey mind” — or, as Denise offers, the hamster wheel.
The test for whether it’s working is refreshingly untechnical: if people feel more relaxed when they leave than when they arrived, it’s working. Don’t worry about the rest yet.
It can be a martial art, he notes, but for most modern practice it’s a healing art — adaptable for nearly anyone, especially as people age. In his programs, the movements are designed for residents who are seated.
A Surprise In The Dementia Village
One of the most striking moments comes when Dr. Gary describes teaching Tai Chi in a dementia neighborhood. Staff weren’t expecting much. He wasn’t either.
Then something happened: people who typically wander and rarely sit still became quiet during the class. A staff member told him, flat out, “These people are not quiet.” Yet for the duration of the session, they were.
Dr. Gary describes it as a game-changer — evidence that stillness-based practices can “go past the disease” temporarily. And if that’s true, it raises a question the senior living industry doesn’t ask often enough:
Who is still there, underneath the symptoms?
Systems Run On Doing — Humans Need Being
Denise connects the dots to senior living’s operating reality: schedules, regulations, care plans, pressure. The system is built on structure.
Dr. Gary agrees — and says that is exactly why stillness matters. He frames it through two modes:

Doing mode: productivity, speed, tasks, hustle
Being mode: nurturing, kindness, compassion, rest, acceptance

American culture is biased toward the doing mode, and in senior living, that bias becomes a burnout engine. People try to do more and more, less and less effectively, because they are human beings — not machines.
Stillness practices, including Tai Chi, come from a being mode. And the being mode is where teams recover.
Small Moments Beat Grand Gestures
Denise shares a story from her own nursing home leadership experience: a resident who constantly complained, radiated negativity, and wore staff down. When her life story was recorded, the narrative revealed repeated trauma — and when asked if there was anything good she wanted to share, she said no.
That one detail reframes everything. Denise admits it likely wasn’t literally true, but the fact she experienced life that way changed how staff saw her — and increased compassion.
This is where the conversation quietly challenges a familiar senior living habit: celebrating the grand gestures (the Disney trip, the big event) while missing the everyday moments that actually make up a person’s life.
Dr. Gary offers an example from his own class — a man who couldn’t speak, could barely move a finger, but attended every session. One day, he looked unusually sad. Dr. Gary noticed, stopped, and asked if he wanted to sit in the front. The man squeezed his hand. They moved him. He smiled. The day changed.
That wasn’t a program. It was awareness.
And awareness requires slowing down.
A Practical Pathway Leaders Can Actually Use
The episode doesn’t leave stillness in the clouds. Dr. Gary explains a structured course offered through Person-Centred Universe — designed for professional caregivers (and informal caregivers too). It blends self-directed learning with live sessions, teaching seated Tai Chi movements and how to lead sessions for residents or colleagues.
The value is twofold: participants experience stillness themselves, and they learn how to share it inside their workplaces — a train-the-trainer model that spreads without requiring a massive operational overhaul.
But he’s clear that formal programs aren’t the only path. Gardening, music, reading, the creative arts — they can all contain stillness. The key is that stillness pulls people into the present moment.
And in the present moment, he argues, there is no anxiety or depression — only “just there.”
Ten Minutes Is Enough To Start
As the conversation winds down, Denise asks the question every busy leader is thinking: What if someone doesn’t have 30 minutes? What if they have 10?
Dr. Gary’s answer is merciful: start anywhere. Even two minutes. Go to a corner, focus on breathing, do a few movements, interrupt the doing mode long enough to remember there is another mode available.
He adds an important truth: you can’t think your way to stillness. That’s what turns people off. Stillness isn’t something to “achieve” or be perfect at. It’s something to practice — and the struggle is often proof that the monkey mind has been running the show.
The Leadership Takeaway
Denise closes by describing her own meditation journey, which began during COVID, and how the ripple effects show up everywhere — even in an airport, even in a TSA line.
That’s the quiet invitation of this episode: stillness is not a retreat from leadership. It’s a return to it.
In a sector defined by urgency, stillness becomes an act of courage — and maybe the most practical form of person-centered care senior living leaders can model.
Watch the full Foresight TV episode.

The Mathematics of Hierarchy

By Jack Cumming
There are two ways to manage a large organization. One is by principles, talent, and leadership. To channel Alexander Stubb, the respected world leader, we might call that “values-based realism.” It’s inclusive. It’s pragmatic. It’s unifying.
The Deadweight of Hierarchy
The other management structure is more common. It’s the hierarchical command-and-control structure we associate with military formations. The one is circular and mutual. The other is pyramidical and disempowering. The concept of superiors and subordinates is contrary to that of peers and commonality.
Hierarchy brings to mind the picture of Hercules holding the entire world on his shoulders to give Atlas a break. The business parallel is that of the local revenue-producing operating entity, say a Life Plan Community (CCRC), holding up the entire non-revenue central office, regional office, and functional services (accounting, technology, legal, HR, etc.) on its shoulders. No wonder that local entities struggle to stay competitive and serve their mission.
Without access to pictures, it’s hard to convey to you what seems obvious, but let’s try with word pictures. In the one picture, imagine a CEO relaxing, supported at the top of the heap by corporate hierarchy. Now invert that picture to put her or him at the bottom of the stack with the weight of the organization bearing down. At the top of that inverted pyramid are, say, as an example, the 1150+ senior communities that Brookdale had at the peak of its scale. Your number of communities is likely less, and so now is Brookdale’s.
Local Business Success
Board and care facilities are often the best solution for caring for the aging. Still, large institutional facilities dominate public awareness. As an aside, I know that there are some in the industry who detest the use of words like “institutional” and “facilities,” but those wordsmiths are also not residents in those “communities” they tout. Those locally owned, locally run board and care entities do well by word of mouth despite the lack of corporate affiliation. They’re more personal and less institutional.
Now returning to Brookdale as an example of the kind of corporate entity that dominates both the not-for-profit and for-profit business models. Each community, if run right, might have been a profitable local business on its own without interference from Brentwood. Now add in all the costly apparatus that corporate-think put in place to ensure central control. The locals might understand the market and the needs, but the central theorists are in charge. That can be a heavy burden for executive directors and their local communities to bear.
Revenues at the Bottom
Flipping the chart by putting the local operating community, like Atlas, at the bottom of the stack, holding up all the “know-it-alls” above, without the freedom to do what’s obvious where the rubber hits the road, where the revenues are generated, and it’s no wonder that hierarchy is a costly business model.
It’s also obvious how it comes to be. A local community succeeds, and so do other communities elsewhere. Someone observes that mutual support can be positive. Capital is deployed to buy up those local communities and band them together. But the result isn’t mutual support and improved service delivery. The result is a hierarchy of control and concentrated authority at the top. Ownership can be intoxicating.
Natural Corporate Politics
Sycophants surround the person at the top. After all, you move up the stack by making those above you feel good. It’s a CEO’s success story. The person at the bottom, who once took pride in local achievement, is now just a minor figure subordinate to those above. No wonder so many executive directors feel forgotten and diminished.
Moreover, those up the stack gain nothing from constructive innovation at the community level. They stay safe by saying no to local creativity and by trumpeting all the good that those in the ivory tower do for everyone below. A corporate flatterer once asked executives who were presenting their virtues to residents, “What else would you like the residents to hear from you?” The flipped question, of course, is “What of substance have you heard from the residents?” A resident asked that question, and the presentation soon ended.
The Corporate Regional Vice President
No one wants to be the executive director who reports to a namby-pamby naysayer. From the 1725 source for that term, “Namby-pamby’s doubly mild, ‘Once a Man, and twice a Child’…”. Do you know anyone in your hierarchy like that? Who do you respect? It may not be your boss. Respect outshines authority. Who is actually worthy of respect? And, beware, it may be a resident.
The alternative is more simply delineated. Sure, standalone communities can learn from each other. That brings us to a second picture. Picture a roundtable of executive directors meeting much as the head honchos of sovereign nations meet in the round to address global issues. Those executive directors are far more likely to respect the suggestions of their peers than to accept the performance review of that tolerated boss.
Peer-Driven Excellence
Not only does performance optimization outshine performance reviews by Mr. Namby-Pamby, but it also saves money as Namby-Pamby is now free to pursue a more constructive career, saving the enterprise and those it houses much money. It takes an exceptional leader, a peer among peers, primus inter pares, to facilitate a sharing consortium in the round. Some franchises follow this model. At one time, auto dealerships operated successfully on this model. But it’s rare.
Rare or not, a sharing, cooperative culture is perfectly suited to the senior living industry. Yet, I know of no senior living leader who’s brought it into being. Instead, a superstructure of cultural flimflammery tends to get pasted onto the traditional hierarchy. The power hierarchy persists. The cost of centralized culture is fallow overhead. The payers are those who pay the bills, the residents.
It’s Not Your Fault
If you’re a leader by position who has fallen into this righteous trap, know that I admire you. At least your recognition of the importance of culture is a move in the right direction. This article is not intended to chide or criticize. It is intended to show clearly the obvious deadweight of hierarchy and overhead as a drag on performance. Textbook business school authority speaks of “span of control,” but business school tends toward counting-house rationality. Missing is the subtle understanding that permeates the human condition.
We humans are at our best when disaster strikes. That’s when peers come together without corporate structure to help each other. I remember vividly the disaster of the Blackout of 1965, which plunged New York City, where I lived, into darkness. I went to use a phone booth at 94th Street and Broadway to call home, but I was stopped by a local denizen. “Don’t put money in the phone,” he said, “I rigged the phone before the lights went out, but I don’t want the money now.” There’s no hierarchy when people pitch in together. That’s when integrity matters the most.
Learning From Disaster
Recently, Leigh Ann Hubbard shared on LinkedIn the story of devastation overtaking her community near Oxford, MS. The reason she gave for sharing deserves to be engraved in the hearts and minds of all humans. She wrote that she shared her community’s plight.

“Because people matter, whatever our beliefs, politics, skin, age, location. In a time when news is meant to inflame and outrage, other stories still exist. And it’s important that they be told, if only to say, they matter, just as much as anyone.”

Hierarchy lends itself to narcissism. Subordinates are expected to be loyal, deferential, and adoring. The model is a parent-child relationship with an adored parent, except that the parent doesn’t act in a loving way but instead demands control and subordination. Teepa Snow addressed this recently. Remember how everyone came together, trying to help each other, during those taxing days and months of COVID-19.
Let’s Come Together for Each Other
The emerging, more democratic roundtable of peer effort is less ego-driven. It’s not new. De Tocqueville wrote of its unique American origins in his 1835 tome, Democracy in America. But it’s human nature for self-thinking people to disregard the deep thinking of others in favor of their own superficial thinking. That tendency remains rampant even today.
Humanity is at its best when everybody comes together. If we rid ourselves of the sclerotic impact of insipid hierarchy and simply heave to as a group, our business will be better, and our society will prosper.
Let the work of reform begin. May you find prosperity in the effort.

What Senior Living Misses About Resident Tech

By Rebecca Wiessmann
In a recent episode of Tech Tuesday, Kent Mulkey fills in while Steve is away and sits down with Liz Hamburg, president and CEO of Candoo Tech, for a conversation that should make senior living operators rethink nearly everything they assume about residents and technology.
Liz’s central point is simple: older adults aren’t rejecting technology because they can’t use it. They reject it when it isn’t designed with them in mind — or when they’re left alone to figure it out.
And the data backs her up.
Seniors Have The Devices
Liz shares that Candoo Tech surveys its users at the beginning of engagements and again every six months, building a data set that skews older than many industry studies. More than half of respondents are 80-plus, and Candoo has helped clients well into their 100s.
That matters, she argues, because broad “50-plus” surveys can blur what’s happening with people in their 70s, 80s, and beyond — the group senior living serves most directly.
What they’re seeing: residents are surrounded by technology. Liz cites industry data suggesting senior living residents often arrive with five to seven devices — a number that sounds wild until you list the basics: smartphone, tablet, laptop, printer, smart speaker, smartwatch, and suddenly seven doesn’t feel like a stretch.
Candoo’s own figures reinforce the reality that this is no longer niche. A large share of their users report having a laptop or desktop, and many are using smartphones, printers, routers, and smart-home devices. The problem isn’t access. The problem is support.
Tech Support Becomes Health Support
The conversation shifts quickly from “devices” to outcomes — especially around healthcare.
Liz describes a world where simply being a patient now requires technical competence: scheduling appointments, checking test results, messaging doctors, ordering prescriptions, uploading forms, and navigating portals. Even tech-savvy people can miss the existence of a portal entirely, the host admits — and that’s before you get to passwords, two-factor authentication, and the modern joy of “reset your credentials.”
Candoo’s work increasingly overlaps with healthcare access. Liz says they partner with health plans to create customized guides and group lessons for specific portals and apps, then back it up with one-on-one help. She emphasizes HIPAA compliance and explains that while they won’t dig into medical details, they can help older adults do the practical stuff that keeps them connected to care: logging in, resetting passwords, uploading PDFs, adding photos, and submitting documentation.
In other words, technology training is quietly becoming a social determinant of health.
Confidence Is The Real Product
Liz comes back to something her team sees over and over: capable, intelligent older adults who feel physically anxious about tech — shaking hands, racing heart, fear of “messing something up.”
So Candoo’s big goal isn’t just solving tasks. It’s increasing confidence.
She shares survey results showing major gains in confidence and increased usage after training. And she points out something that often gets missed in senior living: early pandemic tech support was dominated by basics — email, Zoom, and staying connected. Now the requests are broader, and in some ways, more surprising.
Older Adults Are Learning Instagram, Canva, And ChatGPT
Liz describes how Candoo tracks what people actually want to learn through popular how-to guides and group lesson topics. The list spans the expected (iPad basics, Uber, password managers, scanning QR codes, Zoom) and the unexpected: Instagram, TikTok basics, and even design tools like Canva.
But one detail stands out — because it says something bigger about curiosity and agency.
Older adults are requesting training on ChatGPT.
Not because someone decided it would be trendy, Liz says, but because users asked for it. They’re using it like a supercharged search engine: travel planning, gift ideas for grandkids, help with group presentations, and even support for hobby communities and activity groups.
The underlying message is clear: older adults aren’t “behind.” They’re exploring — when the on-ramp is built for them.
The Wrong Question
One of the most practical moments of the interview comes when Liz explains what changes between “won’t use technology” and “actively using technology.”
Her answer: motivation.
If you ask someone, “Do you want to use technology?” many older adults will say no — because they’ve lived decades without it and don’t see the point. But if you ask, “Do you want to see your grandchildren?” or “Do you want to hear the hymns you grew up with?” the conversation changes.
Liz tells a story about a woman in her 80s who didn’t think tech was for her — until Liz helped her find a childhood hymn on Spotify and download the sheet music as a PDF. The emotional shift is immediate. Technology stops being “a device” and becomes a doorway back into identity, memory, and joy.
Another example is even more everyday: helping an 88-year-old return shoes to Zappos. It’s not something she would call Geek Squad about, and it’s not an Apple Store problem — but it is a life problem. A short session removes days of frustration and restores a sense of competence.
That’s the kind of win operators rarely track, but residents feel deeply.
What Operators Should Do This Week
Near the end, Kent asks the question every operator wants answered: if someone watches this interview on a Monday, what should they do differently on Tuesday?
Liz doesn’t give a one-size-fits-all answer, and that’s the point. She recommends starting with visibility:

Survey residents: what devices do they have, what do they want, where do they get support now?
Check internal pain points: talk to IT, dining, the front desk, maintenance — the people who get ambushed with “quick questions.”
Be honest about scalability: one in-house tech person can’t cover multiple buildings, vacations, illness, and the steady drip of resident needs.

She makes a strong case that remote support — once counterintuitive to her — is often the most scalable way to deliver consistent resident tech help across communities.
And she leaves operators with an implicit challenge: if residents are arriving with five to seven devices, then “we have Wi-Fi” is not a technology strategy. It’s table stakes.
Watch the full episode here: https://www.youtube.com/live/fk1qrRdjav0

Forgotten Souls

By Jack Cumming
Life Plan Communities (CCRCs) are so promising in the beginning. We’re not thinking of the developer perspective, construction, opening, fill up. We’re thinking instead of new young residents and the buoyant vitality that comes with new experiences and new friends.
Party Time
The most comfortable CCRC residents are outgoing people who thrive at parties and who are masters of small talk. They are naturally gregarious. They move in and thrive with dress-up parties and resident committee meetings.
Then, there are the quiet ones. They, too, can do well. They may stay most of the time in their apartments, but the feeling that there are others just beyond the door makes them feel secure. They love knowing that help is merely a call button away. They also provide the followers that the social leaders need.
This article, though, is about the forgotten souls. These are the ones who did well in the beginning but who have grown jaded with repetitive meal plans, with a lackadaisical care response that leaves them insecure, and with just the wearing toll of time. They may no longer fit in well because they have grown older … often very old.
“I’ll Never Grow Old”
Vibrant new residents don’t feel old. They don’t have much in common with the very old. Changes in senior living exacerbate this disconnect. At one time, the very old had their own neighborhood in assisted living, but now, increasingly, assisted living services are provided everywhere.
At one time, the assisted living concept was new and a competitive advantage. It gave the very old their own place. Then, that ministry shifted to a more businesslike outlook. “Aging in place” was repurposed to mean “aging in our place,” not your family home.
For providers who charge extra for care services, i.e., those that don’t have Type A, care-inclusive contracts, on-campus “aging in place” can increase revenues per resident. Admitting people who already need care services, for which the enterprise can charge, is a profit opportunity. Many of these people are more patients than residents, and they may seldom be seen. They are forgotten souls.
But, There Are the Doubly Forgotten
Within the group of forgotten souls dwells the most forgotten category of all. Try to imagine who they might be. If you can’t conceive of where this is going, that’s evidence that this subgroup of the very old is indeed forgotten. And that’s tragic.
Make a note here of what you think this category is. Go ahead. Take a second to make a note, preferably in writing, but a mental note is okay, too.
Who Are the Forgotten Forgotten Souls?
Got it? Do you have your guess firmly in mind? Those forgotten souls are the spouses of the residents with emerging cognitive decline. You may think of those spouses as unpaid caregivers. You may not even know who they are since they shield from public humiliation the failing capabilities of the person they love.
Before cognitive decline is diagnosed, its early ravages are evident to spouses. That is a burden that spouses carry alone, unaided. The stricken person is often unaware of what is obvious to the person who has long lived closest to them. Doctors, if asked, may be reassuring since there is little that the medical profession can do. They are thinking of their patient, not the spouse.
Not only is the stricken person unaware, but they may take any suggestion of problems as evidence of spousal disloyalty. Anger is not uncommon. That can be devastating to the protective spouse who has nowhere to turn. It can be exasperating to pause life to help another when that person has no idea that they need the help. There’s no support group. Healthcare professionals are concerned with the “patient,” not with the spouse.
For Better or Worse
Spouses who have long admired and loved their mates may blame themselves. It’s not uncommon for the fully functioning spouse to come to believe that they are the ones who have become a burden. They may believe that they are the cause of their partner’s loss. A kind of downward spiral of codependency can undermine the marriage itself.
This is where the mythology of the Life Plan Community, née CCRC, falls short. The name change only masked, but didn’t address, the many challenges of aging that are overlooked. The plight of the unacknowledged caregiver spouse is only one of many challenges that thus go unaddressed.
A Broken Covenant
Not only do many challenges go unaddressed, but ignoring them leads to the negation of the implied covenant of lifetime care and security. A cognitively challenged couple or person may be asked to leave because other residents, employees, or directors view them as disruptive.
Paradoxically, that which merely causes discomfort can be characterized as “disruptive,” leading toward an unjustified eviction. Most residency agreements allow eviction for “disruptive behavior.” What’s seen as “disruptive” is often in the eye of the beholder, and, too often, that is the provider’s business eye. Even constructive suggestions can be seen as “disruptive.”
Old age care is about as human a service as there is. Greatness in human services belongs to those who proactively meet the need. The easier, self-serving alternative is to defend “what everyone knows” and to keep a blind eye toward the shortcomings.
Will the industry that will be there when you are older, and you are the one needing care, be no better than the industry to which you have dedicated your career? Is change possible? Let us hear from you. The allusion to Gogol is not entirely coincidental.

This Is Insane. Or Is It?

By Steve Moran
I just read a Wall Street Journal piece titled “No Skirts, No Shoes: The Team-Building Exercise Where You Climb on the Boss.” My initial reaction was NO WAY! People would hate it, but then I got to wondering …
Here is what is happening.
Companies in Spain are doing team building by building human towers. Actual human towers, where employees climb on each other’s backs, shoulders, and yes, sometimes each other’s backsides. It’s a centuries-old Catalan tradition called castells, and it’s now a full-blown corporate team-building offering.
Continue reading on Practical Passionate Leadership (Substack) for free.

More Wondering: Why Not Collaborate?

By Jack Cumming
LeadingAge prides itself on being the trusted voice for aging. Full membership in the organization, however, is limited to provider organizations and corporate partners. There is also a class of associate members with limited benefits and organizational rights, but there is no direct membership for residents. Residents only have a semblance of membership derived from the provider member that houses them.
Grassroots Democracy
As an advocacy organization in a democratic society, one might think that an organization for aging would want to represent as many older people as possible. That grassroots thinking would suggest elevating residents to primary membership. LeadingAge, though, seems to be dedicated to the business interests of nonprofit senior housing enterprises.
Top-line, LeadingAge’s 2026 Policy Platform aims “to continually make America a better place to grow older.” Wouldn’t that start by empowering older people, particularly residents, to have the central voice? That’s where I stumble on the question, “Why not collaborate?”
Digging into the advocacy specifics reveals a reactive agenda calling for minor tweaks in the status quo. In an era when there is a need for a major overhaul of America’s healthcare system; when artificial intelligence and robotics present opportunities; and when affordability is becoming a critical public issue, one would expect big ideas to have a place at LeadingAge.
Instead, we find elements like “Protect Medicaid from further harm;” advocate for higher provider reimbursement; maintain tax exemption; and advance immigration as a solution to hiring challenges. That’s just a sample. Why not consider how to provide better health for Americans at lower cost; pay our fair share of taxes; and promote fair compensation to motivate care workers?
Finding Proactive Concepts
Opening LeadingAge to those older people who have the expertise, know-how, and wisdom to contribute seems obvious for an organization that seeks better aging. It could have avoided the fiasco that LeadingAge’s work on the Community Living Assistance Services and Supports (CLASS) Act became.
Making LeadingAge into a force that serves more than narrow business interests would require strong leadership. It’s not enough to try to find common opinion among people who care principally about what’s best for providers, what accords with industry money interests, and what might have the greatest plausibility with members. It requires rising above superficial thinking, hopes, wishes, and common opinion. An inclusive organization can perform better than one that is inward-directed.
Think of the Potential
Let’s look at this positively. Imagine the prestige that LeadingAge might attain if it considered the thinking of the best minds in the country, not just social scientists but people who think and write on the highest level. That would require leaders who can recognize that kind of thinking when it appears. It’s beyond superficiality.
By consigning residents to subordinate status, LeadingAge is overlooking one of its most valuable assets. An organization primarily of and for older Americans with a reputation for the most cogent thinking could bring grassroots power to policymaking. High-achievement residents can contribute positive energy and proven experience.
Let’s Restore the American Dream
LeadingAge’s not-for-profit focus has become an engine for reversing the American dream of homeownership. Homeowners are enticed to sell their homes to pay entrance fees. There’s no reason why senior housing can’t continue the dignity of ownership or, at least, provide voting membership in a not-for-profit. It makes little sense for an advocacy organization to be on the wrong side of the American Dream.
If we can transform LeadingAge from a we-they model to an inclusive empowerment model, we can transform the senior housing industry to one in which people are proud to be residents. The future is bright for those who envision it and who seize the opportunity to create a new reality. Sometimes, the people who seem to be the most difficult are the very people that it’s wisest to understand and heed. They can be the best advisors.
This is one in a series of articles exploring how providers, residents, and resident families might work together for better aging.

The People Behind Senior Living

Murry Off the Mic explores the people behind senior living—the experiences, perspectives, and personal stories that shape how they lead and serve. Watch the full episode HERE.

Transcript:

Some of the most important conversations in senior living do not happen in meetings. They happen after the agenda is gone, when nobody is performing anymore. That is the space this show lives in.
This show is about people. The people of aging services. The people of senior living. But most of all, the people behind the work. What shaped the way you see this work in aging services? Because understanding where we come from helps shape where we go next.
Here we go. My name is Murry, and this is Murry Off the Mic.

Serving Seniors Beyond Senior Living

In this clip from Directly Speaking, Direct Supply shares a broader vision for serving seniors across the full continuum of care. Watch the full episode HERE.

Transcript:

The way we at Direct Supply look at it is this: caring for seniors wherever they are. That could mean in the hospital, in the home, and certainly everywhere in between across the post-acute setting. We want to be a strong, clear advocacy voice for seniors wherever they are, and that really serves as a guiding star for us.

The Conversations Senior Living Needs Most

In this Heard in the Halls clip, we explore why senior living needs more connected conversations across roles, perspectives, and priorities. Watch the full episode HERE.
 

 

Transcript:

I grew up in senior living. I started as a child volunteer, then moved into caregiving and nursing, and just kind of worked my way through the whole continuum of senior support.
There’s so much going on in these halls. Executive directors, regional teams, the C-suite, investors—everybody is walking these hallways looking at different things, and they are not always connected.
This series will explore important topics in senior living through the perspectives of everyone involved.

S8 Episode 4 – Is Senior Living Ready for the Longevity Revolution?

What does it really mean to live better longer?
In this episode of Foresight Radio, host Steve Moran sits down with Colin Milner, CEO of the International Council on Active Aging, to explore one of the biggest questions facing the senior living industry:
Is senior living ready to become the real-world delivery system for longevity?
Colin has spent decades challenging traditional ideas about aging and wellness. In this conversation, he shares why senior living communities are uniquely positioned to help older adults thrive—but also why many communities still fall short of delivering on that promise.
Steve and Colin dive into topics including the following:

What “living better longer” actually means in real life
Why senior living must shift from care-first to wellness-first
The difference between real wellness programs and “wellness washing”
Why connection, identity, and community experience matter more than amenities
How senior living communities can design environments that support purpose, autonomy, and longevity

They also explore what the future senior living experience could look like by 2036, including intergenerational communities, environments designed for connection, and why the best communities may feel less like institutions and more like home.
If you’re a senior living operator, industry leader, or someone thinking about the future of aging, this episode offers a fresh and honest perspective on where the industry is headed — and where it still needs to go.

Presence Over Performance — Introducing Murry Off the Mic

By Rebecca Wiessmann
This is the premiere episode of Murry Off the Mic. Watch the full video here.
Some shows launch with a highlight reel. This one launches with silence.
In the first episode of Murry Off the Mic, Murry Mercier sets a tone that feels almost rebellious in a world that rewards polish: this series isn’t rehearsed, it isn’t heavily produced, and it isn’t built around titles. It’s built around people — and the moments that show up after the agenda disappears.
Murry calls out something most senior living professionals recognize immediately: the most important conversations in aging services rarely happen in meetings. They happen in the “after.” After the formal presentation. After the talking points. After everyone stops performing.
That’s the space he wants to live in.
Who is Murry?
Murry Mercier is the industry marketing leader for senior living at PointClickCare, but he doesn’t lead with that.  He leads with a more personal truth: this industry raised him.
It’s a line that carries weight because he means it literally and professionally. Senior living shaped how he thinks about leadership, community, and what it means to show up for other human beings — especially when the answers aren’t obvious.
This premiere episode functions as an origin story: not a career timeline, but a reflection on the moments that changed his understanding of leadership.
What He’s Passionate About
Murry is passionate about three things that senior living often talks about — but rarely slows down enough to actually do well:
Authentic leadership.
Not the kind that looks good in front of a room, but the kind that happens in real time, in real work, next to real people.
Culture.
Not posters on a wall, not slogans, not “values” printed on a lanyard. Culture as something created by environment, shaped by daily behaviors, and reinforced by whether people feel safe and supported.
Belonging.
Belonging for staff. Belonging for residents. Belonging as the quiet force that changes everything about how people behave, how they care, and how they endure the hard days.
Why The Show Exists
Murry makes a clear promise in the premiere: he’s more interested in pauses than perfect answers. He’s not looking for rehearsed responses or slide decks. He’s looking for what’s true when people stop trying to sound impressive.
It’s a bold premise, especially in an industry that often feels like it has to defend itself, explain itself, and sell itself.
But Murry’s bet is that the truth doesn’t need polishing.
It needs presence.
And in a space built around care, “showing up” isn’t a metaphor. It’s the work.

If You Think It, Say It

By Steve Moran
I want to believe that as a leader, you are already noticing the good things your people are doing. And if you’re not, this is exactly what we need to talk about.
As you go through your daily routine, as much as a leader’s day can be routine …
You notice …
Team members doing things that are wonderful. On occasion, they are really big, newspaper headline things; other times, most of the time, they are almost ordinary things that are “just doing their job” kinds of things, simply things that are extraordinary. 
Showing up early to work or meetings, contributing when they didn’t need to.  Offering an encouraging word to a customer, team member or vendor. 
You noticed; everyone noticed … 
Then one day, this person walks into your office to tell you he is quitting. A better job, $1.00 an hour more, a number you would have gladly matched.  You don’t get it, you thought he was happy.
It turned out he was happy, sort of … but also invisible.   
He was working hard, trying hard, doing the best he could, but as far as he could tell, no one noticed. Not his direct supervisor, not the managers further up the food chain. He felt unappreciated; worse, invisible. Invisible people eventually leave to find a place where someone can see them.
You’ve heard of Mel Robbins’ “let them” theory. The idea is simple and useful: let people do what they’re going to do. Stop trying to control their reactions. Release the need to manage everything. Let them.
It works. It brings peace. It’s good advice.
But here’s the twist
What if we applied that same radical permission to more readily release those positive thoughts that we have about those we lead, those we work with? Like this:
If you think something good about someone on your team, something real, something true, let that out.
Say it. Today. Out loud or in writing. To their face or in a note. However it gets there, just make sure it gets there.
Because here’s the thing nobody talks about … most leaders are thinking good thoughts about the people they lead; the problem is that they keep those thoughts locked up inside their own heads. They assume people know. They figure they’ll mention it eventually. They tell themselves the person is probably fine.
Meanwhile, the person is wondering if anyone notices.
They always are.

Continue Reading on Practical Passionate Leadership (Substack) …

Learning From Fiction

By Jack Cumming
Suddenly, we have been experiencing an explosion of plausible video material that seems real but turns out to be no more than a creation of artificial intelligence. One credibility test is whether the material meets standards of academic integrity or favors a particular interest group or point of view.
Fake Testimonials
A recent YouTube video at first seemed real to me. It was a testimonial about how good lawyering can avoid institutionalization. Testimonials can be the most powerful of marketing tools. This one was selling aging at home with an estate lawyer’s shield. It was surprisingly convincing.
Gradually, though, I realized that it was almost too real. Moreover, it featured a talking head … an 89-year-old … talking about moving to a care setting at the impetus of his children. As I listened, I thought, why would an 89-year-old be likely on his own to make a video like this? An estate lawyer’s self-perception slowly became evident.
Staying Home
The video opens with a clever quote from Ralph Waldo Emerson, “A house is made of walls and beams; a home is built of love and dreams.” That’s powerful, and it instantly resonated with me. The home that holds those memories for me is not a single-family dwelling. It’s Apartment 4J at 380 Riverside Drive in New York City. I loved the community of neighbors that a New York City cooperative apartment can be. It’s what our apartment building was.
The video began to seem a bit too slick to be just the musings of an 89-year-old, whose children came every week to him for Sunday dinner. I’m 89 myself, and that just didn’t seem credible. Perhaps I’m jealous.
Skepticism
Once I became skeptical, I began to look for the source. The video itself did not reveal that it was AI generated. I went to the channel Last Chance Is Today, of which the video was part. There was still no immediately evident information of AI authorship or creation. It was only after I clicked on “More” and then on “About” that I found the disclaimer:

“All characters and voices in our videos are AI-generated for storytelling purposes. Stories are inspired by real experiences, but any resemblance to real persons is coincidental. This content is for educational and reflective purposes only and is not professional advice. Please consult a qualified professional for personal guidance.”

Misleading?
The video is not objective analysis, nor is it a firsthand testimonial by an individual. This is deception with a veiled disclosure to try to avoid any legal challenge. Although the video praises an estate attorney named Linda Chen, the person who scripted the AI is not revealed. The denouement, though, is a very conventional estate plan that seems particularly suited to California. A search for Linda Chen also came up empty.
Who might be behind the channel, Last Chance Is Today? I wasn’t able to find that. It remains a mystery. Perhaps it’s a well-intended person who thinks that the AI character’s story is a universal story. Who knows? The takeaway is that we need to be constantly wary that what we encounter may not have the integrity we expect.
In the right hands, and with the right sensitivity to full disclosure, these emerging AI tools can be very powerful. They also have the potential to mislead. Often, as may be the case in this instance, there may be a well-intentioned person seeking to seem more authoritative than would be the case if they stayed with their own persona. In the meantime, enjoy the nice elderly man depicted in the video. Just take what he says with a grain of doubt.

We Would Never Accept This From a Doctor. Why Do We Accept It From Leaders?

By Steve Moran
Imagine for a moment you have a doctor you go to that you seriously like and respect; maybe you would even say you love them.
Then something medical happens that scares you, something legitimately serious, something that feels life-threatening or life-changing. As you are getting ready to make that appointment with the doctor you love, you find out that in the 20 years since graduating from medical school, they have never cracked a textbook open, never attended a conference, never upgraded their skills. That they have been practicing exactly the way they did when they first got their license.
Would you still go to them? Would you put your life, your health, in their hands?
That is exactly what we tolerate from leaders every single day.

Continue reading on Practical Passionate Leadership (Substack) for free.

The 85% Solution: Stop Competing, Start Advocating Together

By Rebecca Wiessmann
This is the second of a three-part series drawn from Steve’s conversation with Brian Perry at Direct Supply.
Senior Living’s Power Leak: Fragmentation
Perry’s core argument is that the industry loses leverage by treating segments like competing brands instead of connected parts of the same system. Assisted living and skilled nursing, he says, agree on about 85% of what matters in advocacy. Yet too often they argue over the 15% — and policymakers hear a divided message.
Perry’s push is simple: be loud together about the shared priorities. Save the internal debates for later.
“Wherever They Are” Is A Strategic Frame
At Direct Supply, Perry describes the advocacy lens as caring for seniors wherever they are — in hospitals, at home, in assisted living, in skilled nursing, and in every post-acute setting between. That positioning matters because policy doesn’t stay in one lane. When one part of the continuum gets squeezed, pressure spills into the others.
He’s arguing for a bigger, clearer story: this isn’t a nursing home issue or an assisted living issue. It’s an aging-services capacity issue.
Demographics Don’t Care About Turf Wars
Steve raises a common question: could some people in skilled nursing be better served — at lower cost — in assisted living? Perry zooms out to the bigger constraint: capacity. He doesn’t see the coming decades as a tug-of-war for occupancy. He sees them as a math problem the country isn’t prepared for.
That demographic pressure, he suggests, should make it easier for policymakers to consider integrated approaches — but only if the industry helps them think proactively.
Proactive Policy Is Rare — Until It Isn’t
Steve uses a metaphor: policymakers only get serious about fire protection when the house is on fire. Perry agrees, but adds an edge — leaders can already smell sparks. He implies that the pressure of budget constraints and rising demand will eventually force smarter planning. The question is whether the industry helps shape that planning now, or gets handed a solution later.
Associations And Vendors As Multipliers, Not Rivals
Steve wants to know how Direct Supply’s advocacy fits with trade associations. Perry insists there’s no conflict because the mission is shared, even if the business models differ. Associations organize members. Direct Supply is not a membership organization — but it can help align voices across groups that don’t always coordinate.
He also makes an intentionally provocative point about capital: REITs and private equity aren’t automatically “bad words” if they are part of building the infrastructure the country will need.
Watch the full conversation with Steve and Brian Perry on YouTube. 

Innovation For Cognitive Decline

By Jack Cumming
One of the more perplexing challenges of our increased longevity is the growing problem of people with impaired cognition. We’ve treated this as a medical problem, and medically it correlates with brain changes. Lawyers draw a bright line between legal competency and incompetency, but that’s simplistic. Many providers treat memory as a profit opportunity, while others offer memory care to complete the continuum of care.
Scary Incidence Trend
The prevalence of diminished cognition leads to more and more research and thought about the challenge. It’s not just a challenge for older people. Social psychologist Jonathan Haidt has shed a spotlight on the growth of limited attention capability among young people. An inability to concentrate and learn is also a form of cognitive limitation.
This is a double concern because our cognition, our ability to reason, is the defining characteristic of humans and that which differentiates us from other animals. In senior living, we have a narrow focus that overlooks the growing presence of cognitive decline among all ages. The effect of attention deficit, perhaps due to overstimulation by short shock videos and headlines, is that cognitive decline is not just an age-related circumstance.
Loss of Competence
At the same time, the myth of democratization has led to pushback against elitism. What distinguishes the very elite universities from more vocational institutions is their requirement for concentrated reading, thoughtful writing, and skepticism toward putative authorities, including “authoritative” textbooks. When did a student ever get an A grade for debunking the textbook used by the author-professor in a vocational course?
This focus on authority, combined with shorter and shorter attention spans, gives us a diminished capacity to think through what dementia care might be. Today’s “memory care” is an asset class, designed by an architect, with locked doors and single rooms around a central room for eating and playing. Why should late-life cognitive loss mean life incarceration?
Alternatives For the Afflicted
Agrace in Madison, WI, is developing a dementia village along the lines of the successful Dutch prototype in the Netherlands. You’ve likely read about the Dutch concept. It’s an intriguing concept that seeks to normalize the lives of people who no longer meet the basic expectations of society at large. Canada, too, has such a village. Where? In British Columbia, of course.
Investment ROI. There are three approaches to dementia care. One is the investment-asset-class/architectural approach, which results in purpose-built dementia facilities. Those investments will be challenged as cures emerge for the physical causes of cognitive impairment. A cure could quickly render such facilities redundant. For these, design comes first, and patient/family/staff interactions follow.
Humane Living. Then, there’s the humane living concept. The Dutch village is an example of that. Those communities will likely be easier to repurpose if the need for memory care diminishes. After all, it’s easier to repurpose a village than it is a non-punitive prison.
Understanding and Insight. Lastly, and most valuable, is the approach of understanding, observation, and constructive response. That is best epitomized by Teepa Snow. Consider early-onset dementia. That is likely to explode rapidly if Jonathan Haidt’s observations prove as damaging as they seem to be.
Recently, Teepa Snow interviewed a couple stricken by early-onset dementia. The disease affected the couple as a couple, as is evident in the interview, even though it is the man who is directly afflicted. Click here for Part 1, here for Part 2, and here for Part 3 of that revealing interview.
Teepa significantly recognizes the impact on loved ones. The afflicted person often fails to realize the abnormal thinking that is evident to loved ones. That can leave spouses bewildered and blaming themselves. Guilt and lost self-confidence affect the spouse, while the afflicted person has no concept of the damage done to others. That’s the “contagion” that we often see with dementia.
What Makes Sense?
Of the three approaches, Teepa Snow’s acute observational common sense seems to me to show the most promise. She clearly recognizes that cognitive loss is not a single affliction. The brain is the command center of the body, so any change may trace to a segment in the brain. In the interview, eyesight is a telltale.
Money or Mission?
Agrace recognizes that locking people up is not a solution. People can freely wander the village. A day care option allows those stricken to go home every evening to their loved ones for as long as that proves practical.
The importance that businesses give to revenue realization is evident in the practice of many conventionally architected facilities to charge piecemeal for services, running up big bills and breeding anxiety. It’s not uncommon for enterprises, nonprofit as well as for-profit, to elevate the pursuit of revenue over consumer experience or value. That can seem plausible, but it can also be short-sighted.
Loren Shook, the Silverado CEO, is a sensitive independent thinker like Teepa Snow. He famously avoids shocking families by bundling residents into just two categories. The differentiator is the added cost when people become incontinent and need extensive hygiene assistance.
Takeaway
The care and treatment of people stricken by senility is in its infancy. That’s unexpected given the ancient origins of observed old-age dementia. Only now, though, are we beginning to understand the workings of the brain and its components.
At the same time, we are experiencing an explosion in people with diminished cognitive capacity. Part of it is the lengthening of the lifespan, leading to more people living to ages at which brain decline is common. Worrisome is the newly emerging insight that changes in child and adolescent usage may accelerate younger age onset.
For now, there is no established authority, and any source that claims such authority should be treated with skepticism. We can learn from insights, which is what makes a person like Teepa Snow an expert in the state of the art today. Expertise and inquiry are not the same as claims of authority. We know so little about brain plasticity, but we are learning, and in the meantime, miracles do happen, as you can learn by clicking here.

“Great Conference!” (And Other Things We Say But Don’t Feel)

By Steve Moran
Ask anyone walking out of a conference how it went. Go ahead. I dare you.
Amazing. Wonderful. Best one yet.
That is what you will hear. Every time. From almost everyone. I know because I just spent three days at NIC Spring 2026 asking exactly that question. Grabbed maybe a dozen people — at the end of sessions, in the hallway, at the airport. Not one person said anything other than some version of terrific.
And it is how I would answer if you asked me … except I am not so sure …
Maybe they all meant it. And maybe not!
I have attended close to 20 conferences a year for nearly two decades, and I can tell you with confidence that somewhere in that crowd, there were people thinking the opposite. People who came away exhausted, underwhelmed, or quietly convinced they had wasted three days and a plane ticket — people who would never say so out loud.
This article is for them.
And I am often one of those people … hear me out.
The Reality No One Ever Talks About
Here is what no one ever actually says out loud.
Conferences require you to be on from 7 AM to midnight, then do it all over again the next day. You are absorbing enormous amounts of input while simultaneously managing every conversation, every impression, every handshake. You are performing with enthusiasm when you are running on empty. And being honest, it is compounded and complicated by a ready supply of free booze.
When it is over, you board a plane carrying a mental pile of business cards, half-formed ideas, and the nagging feeling that you should have done more with it all.
That is exhausting. Not just physically. The mental load is real.
We have somehow agreed, collectively, that none of this is acceptable to admit. So we say, “Amazing. Wonderful. Best one yet.” And we mean it, partly. But only partly.
I Come Home Feeling Like a Failure. Every Time.
I have attended a few hundred conferences. I come home feeling like a failure from every single one.
Yep, that’s my truth. I hope and pray it is not your truth, but I am betting that to a greater or lesser degree, it is true for way more people than anyone would ever imagine.
How I Make Myself Crazy
My second-guessing starts somewhere around the last session and never lets up until I’m home and sometimes lasts for weeks:

Did I meet the right people?
Who else should I have met?
Did I make a good impression on the people I talked with?
Did they like me?
When I asked that question and then bluntly challenged the response, did that make me look sharp or just difficult?
Did I screw it up?

Here is a concrete example. At this conference, I had planned to record a series of street poll videos. Informal, candid, the kind of thing that usually surfaces real insights and is genuinely fun. I didn’t shoot a single one.
Why? I was chicken.
Logically, I know it would have been great. Logically, I know none of the tapes running through my head are irrational; more bluntly, they are stupid. It doesn’t matter. They run anyway.
You Are Not Alone In This
I also had extraordinary conversations. I spent three days with some of the most brilliant people in senior living, people I am proud to call friends. I learned things. I laughed. My logical brain says, “Great conference.”
My emotional brain says, “You made a mess of it.”
I am offering this to you as a gift. If you boarded your flight home running the same tapes, second-guessing every conversation, quietly convinced you underperformed, you are not weird. You are just being honest in a world that decided honesty about this particular thing isn’t allowed.
You were almost certainly better than you think you were. The conversations you second-guessed probably landed better than you remember. The impression you made was likely stronger than it felt. And the fact that you care this much means you will show up better next time.
That is not failure. That is how growth actually works.

Resident Leaders: Why Not Collaborate?

By Jack Cumming
An email message from Amma Addo at LeadingAge caught my attention. The message was straightforward. It read:

“Greetings LeadingAge Leaders of Color Network!
Do you know a leader who’s making a real impact? Nominations are open for the 2026 LeadingAge Leadership Award. The LeadingAge Leadership Award recognizes an individual in a member provider organization whose leadership attributes have made a significant difference in their organization or local community.
It is open to leaders at all levels, including those who serve in non-CEO and non-C-suite roles. The recipient makes contributions that lead to greater success and impact for their organization, shows exceptional leadership skills in relationships with other community stakeholders, and drives change, especially in ways that can be quantified or measured.
Help us honor individuals who strengthen their communities and drive meaningful, measurable change. Learn more and submit nominations by 8:00 pm ET on February 27. The award will be presented at the 2026 LeadingAge Summit.”

Art Liggins
Arthur Liggins immediately leapt to mind. In the Life Plan Community (CCRC) where I live, Mr. Liggins is a leader in every sense of the word. Click here for a Front Porch podcast featuring Mr. Liggins. I immediately went to work on the nominating form. I should have started with the criteria, but I didn’t. It seemed obvious that Mr. Liggins is a pioneer leading age in a very constructive way.
Filling out the form proceeded seamlessly until I encountered “Nomination Letters of Support.”

“In addition to the above examples of exceptional leadership, provide at least TWO letters of support/recommendation: one from a direct report or peer leader who works closely with the nominee, and in addition, a letter of support/recommendation from another team member, an older adult resident or client, or a resident’s or client’s family member.”

Resident Insignificance
The recurring shock of resident insignificance gobsmacked me. I went to look into the award criteria, and by leaving the webpage where I was filling out the nomination form, everything that I had entered into the online form was lost, never to be recovered. Closer reading revealed a Word template that LeadingAge included to help with drafting, but I had been so eager to get into the specifics of Mr. Liggins’ merits while it was fresh in my mind, that I overlooked this throwback to an earlier technology.
The criteria also emphasized how little residents are valued for their leadership qualities. Topping the list, the criterion with the highest priority is: “Employed by a LeadingAge provider member.” Clearly, the reference to “leaders at all levels” does not include residents who must be consigned to a sublevel.
That tells it all. LeadingAge provider members are not-for-profits, dependent on residents for their revenues. In a sense, the residents collectively employ the provider, the executives, the managers, and the staff to minister to resident needs as they age. Why don’t providers and residents collaborate in that mission?
Advanced Management Program
Recently, LeadingAge announced “LeadingAge’s Fellowship Program for New CEOs.” It is intended to provide “a structured experience focused on reflection, connection, and growth.” There are many people living as residents in LeadingAge member organizations with CEO experience. Why wouldn’t they have representation in shaping such a promising undertaking?
The senior living industry is weaker because, instead of elevating its customers, it often treats them as objects of pity to be cared for. Of course, that’s true of some residents who are failing cognitively or physically. But then there are some employed in the industry who aren’t totally with it either. The divide between resident status and employee status is as artificial as the divide between taxpaying enterprises and those that claim tax exemption.
Let Fresh Air In
This reveals an enormous blind spot that the industry chooses to overlook rather than address. It’s not a reach to call such myopia self-destructive for the industry. We can all benefit if we mobilize the talent in our midst for our common needs as human beings. Some of us are already old, while others among us are only hoping to be old one day. Why is this mindset of disdain for residents tolerated in an industry that claims to have high values?
Let’s tell the industry leaders that we are better when we work together. Let’s collaborate.
This is one in a series of articles exploring how providers, residents, and resident families might work together for better aging.

The Leadership Trap You Are Missing

By Steve Moran
A few weeks ago, Adam Grant posted this on LinkedIn. It hit home because it directly speaks to how leaders get sucked into accepting mediocre, bad, or even toxic behavior.

Here is the truth: you like some of the people you lead better than others. And conversely, you dislike, or at least feel distant or disconnected from, some of your team members, even when they are doing a good job.
None of this is simple. There are team members whose performance is genuinely strong and whose likability is genuinely warranted. There are others whose toxicity is real enough that no performance metric changes the equation. But those are the edge cases. Most of the time, the disconnect between who we like and who is actually contributing is quieter than that. And more costly.
Continue reading on Practical Passionate Leadership (Substack) for free.

Burnout, Belonging, And The Subtle Energy Of Leadership

By Rebecca Wiessmann
This article is based on a Foresight TV episode with Yancy Wright. If you want the full context (and some great riffs on Puerto Rico, nature, and leadership), watch the livestream here.
A Burnout Wake-Up Call Becomes A Leadership Mission
In this episode of Foresight TV, Steve sits down with Yancy Wright, author of the upcoming book “Amplify Your Leadership,” for a conversation that starts with a personal gut punch: Yancy’s career burnout lands him in the hospital with a heart issue at age 37.
He’s not burned out because he hates his job. He’s burned out because he cares a lot, pushes hard, and doesn’t realize how much pressure he’s generating internally — and then projecting outward. He describes the wake-up call as a reset: he begins challenging how he works, how he communicates, and how much of leadership is simply unconscious “default mode” based on what leaders have seen modeled.
That wake-up call eventually takes him to Puerto Rico, where he builds a high-touch retreat center designed for leaders and teams — a place to slow down, reconnect to self and nature, and practice conscious communication in a full-body way rather than a PowerPoint way.
The Ripple Effect
Steve presses on something that’s been bothering him: a lot of leadership content is big-idea fluff. “Be a servant leader.” “Lead with your heart.” “Listen more.” Sure — but what does a leader do on Monday morning?
Yancy frames leadership as a series of ripple effects that start with self-leadership: thoughts, behaviors, and actions create outcomes — whether leaders notice it or not. Most don’t. They’re reacting, blaming, running an internal “WTF” loop, and wondering why nothing changes.
His argument is that these ripples are often invisible but still very real in their impact. He leans into the concept of influence as something leaders generate constantly — not just through words, but through presence, attention, and what they bring into a room.
Slowing Down To Notice What Leaders Miss
A core practice at Yancy’s retreat center is simple but uncomfortable for many leaders: slow down enough to notice.
He describes taking leaders into the rainforest and guiding them to stop moving like checklist machines. Close eyes. Breathe. Listen for layers. Hear the birds, rain, river, and the tiny coquí frogs. Notice smells, textures, details — the things a leader normally blows past while asking, “Are we there yet?”
The point isn’t nature tourism. The point is training awareness.
As awareness increases, leaders come back to work more sensitive to what they’ve been missing: the subtle stress signals, the relational ruptures, the places where their inner critic turns into outward criticism, and the moments where appreciation could change the temperature of a team.
The Senior Living CEO Scenario: 50% Turnover And A Constant Headache
Steve throws Yancy into a real-world situation: a senior living CEO with 50% turnover, solid occupancy, and a life that feels like “one headache at a time.” The team seems uncommitted, people don’t show up, and stress is constant.
Yancy starts where many leaders don’t want to start: the leader.
If the leader is stressed out, the stress spreads. Team members burn out faster. Turnover becomes the symptom, not the cause. His approach begins with curiosity: why is the leader stressed, what’s driving it, and how does the leader reset enough to see choices and possibilities again?
From there, he talks about gathering employee input (a survey to understand what’s really happening), then creating opportunities for bonding and “gelling” — not forced fun, but meaningful connection and growth that builds loyalty.
He shares a personal shift from his own operation in Puerto Rico: he initially sees people talking as not working — then realizes they’re connecting, and connection is what makes teams have each other’s backs.
Authority Vs. Influence — And “Trade Winds” Leaders Can Harness
Steve raises an idea he’s been thinking about: leaders can have authority without influence, or influence without authority. Yancy’s response expands into “trade winds” — the forces that shape waves.
He uses metaphors leaders can feel: sound waves, music, movement. People synchronize unconsciously to rhythm. Teams can do the same with the leader’s emotional tone and energy. Not in a woo-woo way — in a “humans are wired for mirroring” way.
One practical example lands hard: start a team meeting with music. Shift breathing. Change the vibe before the agenda starts chewing on everyone. Steve immediately imagines doing this with his Friday team meeting (and jokingly anticipates Jada rolling her eyes).
Can Senior Living Become The Nvidia Of Employers?
Steve asks the billion-dollar question: Nvidia is a dream employer because the market sees it as the place to be. Most workplaces are “fine.” Is it possible for a senior living operator to become the place everyone wants to work?
Yancy says yes — and points to what he’s seen in his own environment: team members who say they feel like they should be paying him to work there.
He outlines a few drivers:

Physical space matters — not flashy, but connected to nature, daylight, views, ventilation, and materials that change how people feel in the building.
Intentional team development — he does team retreats every three months and says it pays dividends.
Real appreciation as a cultural operating system — starting with how leaders treat themselves, then how managers reinforce what’s going right.
Meaningful connection — especially relevant in senior living, where residents hold a deep well of wisdom that can inspire staff if leaders build bridges instead of silos.

The Frontline Retreat Problem — And Reframing “Lowly Work”
Steve names a reality: leadership retreats happen for executives. Frontline team members rarely get anything comparable, and leaders say they can’t afford it or staff it.
Yancy suggests doing “retreats at work” — and getting creative about what frontline teams actually need. He mentions finances and confidence as common struggles. He also points out a missed asset: the residents themselves may have wisdom that could mentor and strengthen staff.
Then he shares a deceptively powerful reframing: at his retreat center, housekeepers aren’t “house cleaning.” They do house beautification. The work becomes about creating beauty, safety, and an environment that supports transformation. Even the language shifts status, meaning, and pride.
Failure, The Inner Critic, And The First Small Step
When Steve asks for a failure story, Yancy circles back to his original burnout: he’s trapped in blame and victim thinking because he doesn’t know how to communicate what’s true for him.
He also names a more current leadership failure: saying yes when his body is already telling him no. His practice now is catching the wobble early, then using conscious communication in the moment rather than stewing in frustration.
For “low-hanging fruit,” after reading the book, Yancy doesn’t offer a trendy hack. He points leaders to the inner critic.
Write down the dialogue. Catch the unconscious narrative. Reframe it. Then notice how fast leaders slide into blame — and practice shifting “below the line” reactions into “above the line” curiosity and choice.
Where To Find Yancy And The Book
Yancy says “Amplify Your Leadership” is available for pre-order on his website, and he expects the Amazon pre-order to follow soon, with a launch goal in the next couple of months. He also invites people to connect with him on LinkedIn.
And if you want the full conversation, including the practical examples and senior living-specific riffs, the livestream is here.

S8 Episode 03 — Steve Moran on Building Foresight, Senior Living Leadership, Content Creation, and Legacy

In this episode of Foresight Radio, Steve Moran sits down for a candid conversation about the journey behind Senior Living Foresight, how he went from a shy writer to one of the most recognized voices in senior living, and why storytelling, persistence, and community still matter more than ever.
Steve shares how content creation first took off, what gave him the confidence to keep going, and why some of the industry’s biggest opportunities are still being overlooked, especially when it comes to supporting frontline workers and engaging family members more intentionally.
The conversation also dives into the acquisition of Foresight by ProCare HR, what that transition has looked like behind the scenes, and how Steve is thinking about leadership, editorial independence, innovation, and the future of the brand.
This episode is full of insight for anyone in senior living leadership, marketing, operations, content creation, entrepreneurship, or anyone trying to make a bigger impact through their work.
In this episode, you’ll hear about:

How Steve Moran started creating content in senior living

Why persistence matters more than perfection

The role of storytelling in senior living marketing

Supporting frontline workers and family members better

Why the industry needs to take more creative risks

What the ProCare HR acquisition means for Foresight

Steve’s thoughts on leadership, legacy, and making a difference

Why asking for help may be one of the most powerful leadership skills of all

Why Not Collaborate?

By Jack Cumming
It’s only natural for residents moving into independent living in a CCRC to think that they will be collaborators with the owners in their new home. Part of the marketing covenant is that residents trade independent home ownership for collaboration with experts in aging.
Moving into a CCRC requires a leap of faith. It’s a trust undertaking in which residents believe that they are paying the provider to act in harmony with them as they age.
Trust
Many residents sell homes they love and own to raise the money to pay an entrance fee. They trust in good faith that their “investment” will be used to ensure the promise of lifetime residency and care. Few read the many clauses in their residency and care agreements. They trust the providers and the regulators to do the right thing.
Residents assume in good faith that the provider is committed to giving them the lifetime care and security that they have been offered. They don’t expect the interpretation of every contractual clause to be used to their disadvantage. They are trusting.
They believe that providers, especially not-for-profit providers, understand that the relationship is one of mutuality and trust. It can be a shock when residents believe, rightly or wrongly, that they’ve been left out of a lopsided undertaking in which providers are paramount. Only the most desperate would voluntarily choose to leave a home they love to live as second-class citizens in a home in which they are not fully respected.
The Weak and the Strong
When there’s a difference between providers and residents, residents are the weaker party. Many residents come to senior living expecting to have peace of mind and surcease of care. Their belief in that trusting hope can lead them to be more than willing to acquiesce in whatever the provider decides. It’s likely that those prospective residents who want to have input into governance just stay put in the larger community.
This power disparity came up recently in Florida. In Florida, the dominant not-for-profit providers are represented by LeadingAge Southeast. LeadingAge Southeast, like most state LeadingAge organizations, serves IRC 501(c)(3) qualified senior living providers.
Specifically, the organization declares itself to be “The premier association serving high-quality senior living providers across the continuum of care in Florida, Alabama, Louisiana, and Mississippi.” “High-quality” may connote tax exemption primarily.
Residents, in response to their exclusion from the providers’ organization, formed FLiCRA (the Florida LifeCare Residents Association). Roughly half the residents in the state are FliCRA members. That is, I believe, a more robust resident membership than any other resident organization.
The regulator is the Office of Insurance Regulation, which has the expert capabilities found in many state insurance departments. The OIR is professionally committed to sound regulation for Florida senior living residents.
Seeking Cooperation
For many years, it’s been the custom for FLiCRA and LeadingAge Southeast to work together constructively on a legislative agenda. This year was no exception, and the legislator sponsoring the bill worked collaboratively with the OIR, LeadingAge Southeast, and FLiCRA to find common ground.
A joint workgroup of providers and residents met from June to December 2025 to examine Florida Statute 651 for possible changes. Both associations’ boards of directors reached consensus on over fifty pages of proposed statute changes in December 2025.
Areas of agreement reached among FLiCRA, LeadingAge Southeast, and OIR include provisions to increase financial transparency, strengthen resident protections when providers run into trouble, clarify accountability, give residents a clearer voice when changes are discussed, and give regulators earlier warning signs and more tools when finances deteriorate.
Off the Rails
No one benefits when providers fail or resident grievances roil the market for senior living. Still, despite the months of discussions and the best efforts of a wise and committed legislator, the effort for providers and residents to work together has failed. Why? The best explanation that I have found is “There remain issues of philosophical and policy disagreement between OIR and LeadingAge Southeast.”
“Issues of philosophical and policy disagreement” might lead one to think that there is an anti-business political bias that LeadingAge Southeast found unacceptable. Without knowing the specific thinking that led to the failure of comity, we can only speculate.
It’s Not Politics
The Republican Party in Florida controls the governorship, both houses of the state legislature, and all statewide cabinet offices. Thus, Republican pro-business thinking has shaped the OIR with leadership appointments and oversight. The “philosophy” difference cannot be an anti-business political bias.
For a resident like me, this disconnect between providers and residents is concerning. When I moved into senior housing in 2006, the biggest, unexpected discovery was how providers viewed their residents. I didn’t expect that providers would view residents who are less than complacent and grateful as adversaries.
I expected that the relationship would be one of cooperation to improve the lives of older people. Why isn’t that the case? Why are resident fees used to fund trade associations to advocate for business interests over the well-being of those same residents? That’s a subject that I’ll be addressing in future articles.
This is one in a series of articles exploring how providers, residents, and resident families might work together for better aging.

Heard In The Halls — The Series That Listens

By Rebecca Wiessmann
This article is the first in a new content creator series, Heard in the Halls, featuring Lindsey Daugherty of Sage. Listen to the first episode HERE.
Senior Living Foresight’s newest content creator, Lindsey Daugherty, doesn’t show up as a commentator who just discovered senior living last week. She shows up as someone who “grew up” in it — starting as a volunteer, then moving into caregiving, nursing, and leadership roles across the continuum.
Now, as Head of Community at Sage, she’s stepping into a different kind of role: supporting the industry at scale, while still keeping her feet planted in the realities of the floor.
What Sage Is — And Why It Matters To This Series
Sage describes itself as senior living technology built to keep up with care across the continuum. In the conversation, Lindsey puts it in plain terms: at its core, Sage is a nurse call system — but not the old “push button on the wall and hope for the best” version. Instead, she describes a mobile, app-based workflow tool that helps caregivers see who’s on shift, communicate in real time, and understand resident activity and insights.
That matters because this series isn’t just about “cool tech.” It’s about what happens when the people doing the work finally have visibility, context, and support — and what happens when they don’t.
The Premise: One Hallway, Many Truths
The title “Heard in the Halls” is not a metaphor Lindsey picked because it sounds good on a landing page. It’s a description of how senior living actually operates. In every community, the hallways are full of conversations — caregivers, nurses, physicians, executive directors, regional leaders, investors — all walking past the same residents, seeing different things, and caring about different outcomes.
And then Lindsey drops the real issue: those perspectives often aren’t connected.
The Priorities Of The Series
This series is built to surface what most people already feel but rarely say out loud:
1) Bring siloed perspectives into the same conversation.Lindsey describes senior living as “one human, many lanes” — different goals, different agendas, and not enough time at the same table.
2) Tell the truth from the floor up — not from the brochure down.The show aims for a realistic point of view that captures how care actually happens, including where communication breaks down.
3) Make room for the family voice.Families overhear fragments, get partial updates, and live with uncertainty — often without full context. The series wants families at the table, not waiting in the lobby of the story.
4) Move the industry toward proactive care and fewer “surprises.”When teams can understand what’s happening in real time, the goal shifts from reaction to prevention, better interventions, and more thoughtful care planning.
The Big Promise
“Heard in the Halls” is going to do something simple and disruptive: listen carefully, connect perspectives, and push senior living toward collaboration that feels more like a round table than a relay race.
And if it works, the payoff is bigger than operational improvement. It’s cultural. It’s trust. It’s the possibility that senior living starts telling the truth in a way that makes people lean in — instead of brace for impact.

Breaking the Silos — Introducing Heard in the Halls

A resident is one whole person. Senior living teams often approach that person from very different lanes. In this Heard in the Halls clip, Lindsey Daugherty talks about why silos happen — and what better collaboration could change.

 

Transcript:

So we can start poking the bear a little bit. Senior living is not just one thing.
How do you actually bring all of that together to create what’s best for residents?
Yeah — you put everyone at the same table, right? That’s exactly the issue. Everyone is telling the story from their own perspective instead of collaborating, because everyone is operating in their own lane.
There are always a lot of complaints about that in senior living, but no one really explains it. People say, ‘Everyone operates in silos,’ but then you think, how do you operate in silos if you’re taking care of the same human being?
It’s because everyone has different goals, like you said — different agendas, different things they’re trying to achieve — and they’re never really sitting at the same table talking about those things.”

Workforce Challenge

By Jack Cumming
As something of a senior housing industry junkie, I was watching the recent interview of Watermark’s Paul Boethal by Senior Housing News’s Tim Regan [Click here]. While the whole interview was interesting, Tim brought up staffing near the end. “What does staffing look like at Watermark? And generally, what are you seeing in terms of staffing conditions for senior living right now?”
Listening Beyond “Knowing”
Paul Boethal adroitly responded in very human terms, suggesting that it’s important to listen to employees, prospective employees, and leaving employees. His people sensitivity may have come from his time in military service. The military can be very people-intensive. In answer to the question, he quickly came up with something new. At least it was new to me, not as an idea, but as an idea that provided benefits that Boethal saw and I had missed.
His idea was that if you hired people who wanted to work less than the customary 40 hours a week, you might wind up with more people working fewer hours, but when there was a sudden, unexpected need, they could quickly jump up to the 40-hour mark to respond to the crisis. Responding to a sudden crisis can be time-urgent, requiring all hands on deck. Being able to pivot to answer the need is golden.
The Value of Time Management
In our emerging world of two-earner families and higher wages for workers, there are many people who are happy to work a shift for less than 40 hours a week. For the moment, we can set aside the fixed cost burdens of healthcare and other employee benefits. There are ways of managing that for those with the creativity to think beyond the norm. Minimizing those employment fixed costs allows us to consider the attractiveness of individualized shifts.
Going beyond what Boethal shared in his interview with Tim Regan, imagine that, instead of dividing the day into eight-hour shifts, we divided it instead into two-hour increments. Employees could bid on the shifts, and more difficult-to-fill shifts might come with premium compensation or other benefits to attract takers. That would bring the employment staffing model more into line with the independent contractor gig economy model.
Needs Responsive Compensation
Paul Boethal’s concept — of having more employees working shorter hours to better prepare for those times when a crisis requires existing employees to work longer — triggered Tim Regan to think of a similarly imaginative workforce idea. Tim said, “Frontier Senior Living CEO Greg Roderick talked [recently] about a community where, instead of paying higher wages, the operator switched to paying staff mileage reimbursement and solved some staffing issues.”
It turned out that the employing facility is in an area with high living costs, requiring most workers to commute a long distance to their jobs. Just increasing wages wasn’t working, and employees were leaving for jobs nearer to their homes. One employee suggested the mileage allowance, and that’s what did the trick. The takeaway: Sometimes just empathizing with employees’ challenges and responding in kind can be the medicine that cures the workforce malaise.
If meeting a mileage challenge can be that straightforward, how might the industry help young working families with childcare? For now, regulations may make that prohibitive, but regulations should serve the citizens, not inhibit the meeting of citizen needs. Effective advocacy organizations should be able to help create well-reasoned regulations instead of reactive regulations dreamt up by special interests or a defensive bureaucracy.
Just Thinking
This led me to consider a challenge that recently crossed my awareness. Responding to some resident needs requires around-the-clock presence of an RN (registered nurse). It can not only be costly to hire a nurse for the NOC (“nocturnal,” often 11 PM to 7 AM) shift, but it can also be difficult despite paying a shift bonus. For a small skilled nursing facility, such as one embedded in a life plan community (CCRC), that added cost can be prohibitive. What if, though, a NOC RN was offered a living unit on-site? No commute. That might be more attractive than merely trying to offer money.
Combine that with a more sensible approach to regulations. Proactive advocacy might allow that having an RN living on-site to oversee an experienced and well-trained LPN (Licensed Practical Nurse) to allow more residents to remain in their home, CCRC’s skilled nursing facility. If industry advocates were able to gain recognition that an on-call NOC RN was enough, then having an RN living onsite would be better.
Care Suites are an emerging alternative to skilled nursing for many common age-related conditions, but there can be reimbursement entanglements with Medicare. Also, moving a CCRC from an on-site skilled nursing unit to a care suite concept requires skillful, open interaction with residents from early in the consideration process. Too often, resident engagement is neglected, which can lead to unnecessary lawsuits.
Senior Living’s Challenge
What Paul Boethal and Tim Regan brought to light in this fascinating interview was the role that more imagination can play in improving the care delivered in senior living settings. One has to wonder why this reach for the creative solution isn’t the norm everywhere. What would it take to turn the industry from convention and follow-the-leader innovation toward the embrace of the American spirit of creative innovation? Let’s start now.

My Father Never Said I Was Right. Here’s Why That Was a Gift.

By Steve Moran
I grew up in a conservative religious family with a father who was critical of everything.
As the firstborn, I don’t ever remember him being proud of me. Not once. I grew up feeling guilty, afraid, and incompetent. I was oh so shy.
In my logical brain, I’ve worked through most of it. But on occasion, the emotions still surface and cause real suffering, even now, decades later.
For a long time, I thought my father gave me nothing but wounds.
I was wrong about that.
Continue reading on Practical Passionate Leadership (Substack) for free …

Why That “Funny” LinkedIn Post About Family Members Is Actually a Crisis

By Steve Moran
A couple of weeks ago, we published an article I wrote, and an industry friend sent me a sort of teasing email about my inability to stop ticking off (he used a slightly different term) the senior living industry.
I am going to do it again …
A few weeks ago I came across this post on LinkedIn that — as a family caregiver — really set me on fire.

The unofficial guide to family members of senior living residents.
(Written with complete love. Obviously.)
The Guardian. Has power of attorney and a laminated copy of it. Has visited twice this week. Has requested to speak with you three times. Has very specific opinions about the temperature in hallway C.
The Ghost. Has not visited since November. Calls every Friday at 4:57 PM to check in. Is always “just about to come see Mom.”
The Expert. Just read a WebMD article. Would like to discuss your clinical protocol. Has some thoughts about the medication schedule. Has never worked in healthcare. Is not deterred by this.
The Escalator. Goes directly from “I have a small concern” to “I am calling the state” without any stops in between.
The Apologizer. Starts every sentence with “I’m sorry to bother you but—” and then asks you to completely restructure your dining program.
The Resident Whisperer. Is certain their parent is unhappy. Their parent has told you multiple times they are very happy. This person knows better.
The One Who Gets It. Shows up quietly. Learns the staff names. Brings cookies for the night shift. Cries in the parking lot so their parent does not see it. Says thank you when they leave.
That last one? They are why the rest of us stay.
Which one did you meet this week?

What This Post Gets Completely Wrong
I want to be fair. The post is clever. Anyone working in senior living will recognize every single one of these characters, and yes, some of them are genuinely exhausting to deal with.
But clever isn’t the same as right. And this post … funny as it is … teaches your team something dangerous: that family members who push back are the problem.
They are not the problem. They are the opportunity you keep throwing away.
The Story I Can’t Get Past
Let me tell you about “The Escalator.”
The post describes someone who goes directly from “I have a small concern” to “I am calling the state” without any stops in between. The implication is clear; this person is an overreactor. A drama queen. An exhausting human being you just have to manage.
Here’s my experience as the caretaker of someone in senior living.
I discovered that my stepfather had gone nearly four weeks without a shower. Four weeks. I did not go straight to the state. I went to leadership first and gave them the chance to respond. They made excuses.
I didn’t call the state. Now I wish I had.
So when you roll your eyes at “The Escalator,” ask yourself an honest question: what happened before they escalated? Because in my experience, nobody starts at the state. They got there because someone like you dismissed them first.
The Real Story Behind Every “Type”
“The Guardian. Has power of attorney and a laminated copy of it …”
Maybe if you had taken the time to understand their role and what they need to accomplish, this person wouldn’t be nitpicking. Or maybe they might even have a point. Maybe they could become your biggest fan, sending you a steady stream of great new prospects.
“The Ghost. Has not visited since November …”
Maybe this person is caring for an abusive parent, doing the right thing, making sure Mom isn’t on the streets since no one else will. Maybe they’re a single parent working two jobs, barely making ends meet, so exhausted they simply don’t have the energy. Or maybe they have visited, and Mom’s dementia has progressed to the point where they don’t know what to say or how to act.
“The Expert. Just read a WebMD article …”
Maybe in doing their own research, they came across something that could actually make things better. Or maybe the hospice nurse prescribed a drug that will make things worse, because way too many hospice nurses solve every problem with another medication, and this family member is the only one paying close enough attention to notice.
“The Apologizer. Starts every sentence with ‘I’m sorry to bother you but …”
This one might actually tell you more about your culture than about them. When a family member feels they have to apologize before raising a concern, that’s a signal. It means they’ve learned from you, from your team, from the way they’ve been received before, that concerns are not welcome here. That’s worth sitting with.
“The Resident Whisperer. Is certain their parent is unhappy …”
We need honesty here. There are residents who put on a happy face with staff because they’re afraid that if they complain, they will be treated badly. It happens. So how about this: when the “Resident Whisperer” comes to you with concerns, you actually pay attention and see if you can make it better instead of using the resident’s own fear-based politeness as evidence against their family.
The Cookie Problem
Now let’s talk about “The One Who Gets It.”
Shows up quietly. Brings cookies for the night shift. Never makes a fuss. Says thank you when they leave.
They are why the rest of us stay.
Read that again. The post is telling your team and telling your industry that the ideal family member is the one who never complains. The one who shows gratitude. The one who brings treats.
The one who, in other words, makes your job easier.
That is a deeply dangerous message. Because what you’re actually training your team to value is compliance over accountability. You’re telling them that the family members who ask hard questions, who push back, who refuse to accept a non-answer are the problem. Something to be managed and mocked in LinkedIn posts.
Meanwhile, those are exactly the people most likely to catch something you missed. They are the ones who notice when a resident hasn’t had a shower in four weeks.
Your Complainers Are Your Best Asset
Every business in the world has people who complain. And the ones who can make you truly better are not the ones bringing cookies.
When people complain, you have two choices: see them as troublemakers making your life harder, or see them as people who want things to be better and believe you’re capable of it. The vast majority of complainers are in that second category.
They leave Google reviews. They talk to friends and acquaintances about your community. They shape how their entire network thinks about senior living as an industry. You can dismiss them, roll your eyes at them, give them clever nicknames on LinkedIn, and none of that will make a single thing better.
Your agitators want you to be better. 
And when you are better, they will become your biggest evangelists. They will make it possible to reduce your paid advertising to nothing. They will save you tens of thousands of dollars in referral agency fees. 

Start Poking the Bear

In this clip from Heard in the Halls, Lindsey and Steve talk about one of senior living’s biggest challenges: silos. When every department is caring for the same resident but working from different goals and agendas, collaboration breaks down. The solution starts with getting everyone at the same table. Watch the full episode HERE.

Transcript:

So we can start poking the bear a little bit. Senior living is not one way. How do you actually bring all of that together to create what’s best for residents?
You put everyone at the same table.
That’s exactly what’s going on. Everyone is telling the story from their own perspective instead of collaborating. Everyone is in their own lane.
There are always a lot of complaints in senior living about people operating in silos, but no one really explains what that means. How do you operate in silos if you are all taking care of the same human?
It happens because everyone has different goals, different agendas, and different things they are trying to achieve. But they are not sitting at the same table talking about those things.

A Welcome Spam Message

By Jack Cumming
Like most of us, much of my daily email is spam. It’s annoying and often worse. Much of the time, what’s touted is clearly an attempt to sell an inferior product or service. Sometimes, it verges on fraud and, occasionally, it is attempted fraud.
But, not long ago, I got one of those spam messages for a product that really appeals to me. The spam came from Babylon Micro-farms in Richmond, VA. The spam email offered a one-click link to a YouTube tour of Babylon’s office. The tour is led by Sharon Rettinger, Babylon’s National Sales Director. There are many lessons in this simple example to help senior living better achieve its purposes.
Gaining Credibility
The video appears to be locally filmed without that superficially slick quality characteristic of most professional produced videos. Frankly, at least for me, that homemade feeling gives greater credibility to the message. Imagine, what senior living communities might do with a homemade video tour of the campus. Featuring resident testimonials could give it a credibility boost.
But, back to Babylon. The idea of a micro-garden or a micro-farm, created with a modern technology like hydroponics, is something that might appeal to many residents. Merely having such a project on the premises would immediately establish a senior community as hip and with it, embracing the latest science has to offer.
B2B or B2C?
Of course, I have no idea whether Babylon is the value leader or not. What they seem to offer, though, is a turnkey way to display micro-farm freshness and cleanliness, a key attraction for a Life Plan Community (CCRC). I can’t think of anything that would better dispel the impression of old people’s communities as musty, institutional, and dated. Those fresh greens – imagine an entire wall of them – herald a healthy lifestyle and fresh dining.
The one thing I would change would be to shift the Babylon pitch from a B2B appeal to providers to one directed toward residents. I understand, though, that the only drawback to that is that in many communities staff chooses and funds most of the decisions, even when a project like hydroponics might appeal to residents.
The more progressive approach is to give residents control of many decisions as citizens of their senior community, but that is not yet widespread enough for it to make sense for a vendor like Babylon. Most senior housing operators continue to provide institutional facilities with residents unable to spend corporate funds. An entrenched industry cannot be expected to suddenly shift the power balance toward residents and their families.
Learning From Others
Stepping back for a moment, or longer, from the Babylon example, there is much to be learned from a spam message like this that causes people to hesitate before hitting delete. To begin with, the visual is appealing, and the glimpse of fresh vegetables immediately catches one’s eye. Quick impressions are paramount when you are sending spam.
More important, though, is that that first positive instant impression. That is seldom the case with senior living, though there are often pictures of young oldsters enjoying a social moment together. Less appealing, are pictures of an institutional looking building entrance which shouts “facility” as much as the industry may decry that term.
That instant positive eye candy is enough to raise those Babylon click throughs, and the click immediately starts a video interaction with Sharon Rettinger who is clearly more interested in you than in her need to make a sale. That raises the question of how we might make an initial video more about the customer and less about the facility.
Alternatives to Convention
Perhaps, a short dramatic story — a mini-play — could create something people can relate to. Instead of making us teary-eyed about an old man struggling to stay fit, it might be better to show a drama that we would want to be part of. That old man may be the way you view your parents or your granny, but it’s not a situation that makes you think, “I wish that were me, and I could be doing what he’s doing.” How about a scene of a resident mentoring a young employee?
You may be thinking, “Hey, this is just common sense,” and it is. Why then isn’t it more common? I’ve always wondered why common sense is so uncommon. What do you think? For the linked video from Babylon micro-farms, click here.

They Can’t Follow a Vision They Can’t See

By Steve Moran
She had worked there for six years.
Six years of showing up, doing good work, caring about her residents. She knew their names. She remembered their families. She stayed late when it mattered.
She was a way-better-than-average team member. But she didn’t love her job. If anything, she was quietly resentful.
One day her immediate leader asked her a simple, even obvious question, just casually over coffee: “What do you think we’re really here to do?”
After a long, long pause.
“Take care of people?”
It wasn’t a terrible answer. But it wasn’t the answer. It was an aha moment for the leader; after six years of staff meetings and all-hands updates, countless staff trainings, and framed mission statements in the lobby, the best she could come up with was an answer that was more of a guess than a conviction.
I want to be clear here: This was not a team member failure. It was a leadership failure.
Here is the uncomfortable truth: your team cannot be guided by a vision they cannot articulate. And most of them can’t articulate it. Not really. Not in a way that would change how they make decisions on a Tuesday afternoon when you’re not in the room.
The good news is that there is an EASY FIX.
This works whether you lead an entire organization, a region, or a department of five. Just scale the vision to what you’re responsible for.
Continue Reading on Practical Passionate Leadership (Substack) …

The Virtual Clinic

By Jack Cumming
Imagine never having to leave your home to receive routine medical advice. For now, people regularly have to go to a doctor’s office in order to consult a physician about what’s concerning them. It may be life altering, or it may be nothing. For most non-emergency medical interactions, the physician’s office is a starting point.
The Congregate Advantage
That may soon change with the enormous advance unleashed by the rapidly expanding capabilities of neural network based artificial intelligence. Soon, if technological deployment follows its potential, we’ll be able to complete those initial interactions with a doctor by just picking up our smartphone and having at it.
The opportunities for senior living are enormous. If a person aging in a single-family home, can have easier, more productive medical access from there, think of how much more is possible for a cluster of older people, most of whom are intensive users of medical care. Picture a clinic suite set aside on the senior living campus.
As medical equipment is developing, it is becoming more intelligent and sufficiently automated that a bright person can quickly learn to operate it. For instance, looking at the retina can be like having a window into the vascular and other structures of the inner body.
Such an onsite clinic can be equipped with a digital retinography system. My most recent DRS exam was reviewed by a costly Ophthalmologist, but one has to believe that AI might do the review more systematically, with greater insight, and at lower cost. This is the kind of special application robotic solution, i.e., the DRS equipment, that is likely to be most effective with AI enhancement.
The Opportunity
The cost is more than an individual might buy but bring 200 or 300 residents together on a campus and an investment of roughly $15,000 in a critical device can make sense. It becomes a reason for people to move into congregate living, say a CCRC, rather than staying put in their own homes.
Checking for common afflictions of old age, e.g., hypertension, balance, incipient diabetes, etc. can be done more conveniently, at much lower cost, and with more empathy than in today’s impersonal medical system.
There is a money opportunity as well, as such onsite services can be integrated into the larger medical reimbursement system. Our national medical system is a mess, high cost without commensurate outcomes, so evolution is inevitable. Congregate living offers the opportunity to be on the cutting edge of that evolving reform.
How We Got Here
We’ll look at how we got here as a way of grasping fully the emerging opportunities ahead. Not all advances in medicine have been positive. At one time, we had a doctor who not only made house calls, but who also knew us and our health history because of the close relationship families had with their family doctor. Since then, medical practice has become much more complex but also rushed and, increasingly, impersonal.
One of the unforeseen developments, possibly related to the 1965 health insurance enactments, was the exponential growth in medical specialties and subspecialities. The relationship with a family doctor changed, just as ads began to appear advising us to “Ask your doctor.” We only saw our family physician briefly before being referred to a specialist.
High-Cost Specialists
As it now turns out, as our bodies age and our frailties increase, we acquire an entire bevy of specialists. Since many older people no longer drive, or are reluctant to drive, an unfortunate concomitant is that people spend inordinate time getting to and from doctors’ visits that are no more than routine.
Despite the commonsense solution of video visits, the complexities of that 1965 Great Society reimbursement structure, and its later amendments, have prevented such convenience from taking hold.
At least, though, through much of these transition decades, if we went to the hospital, there was a physician we knew there to help us through those dire moments. He was usually our family physician. He knew us. Not anymore.
Alone In the Hospital
Not only don’t physicians make house calls anymore, but they also don’t go to hospitals. Instead, in our moment of greatest anxiety, we are greeted by a stranger, a hospitalist, who takes over our care. He knows the hospital, but he doesn’t know us.
This depersonalization of the physician relationship is likely to help hasten the transition to a more empathetic AI virtual care interaction which will be more comprehensive than the most gifted specialists. We wrote about that in an earlier article. It appears that change should come soon to medical care. We’ll need fewer of those high-priced, super whizz specialists, and more nurse-type nurturers to bring care to medicine.
Sooner or Later?
How quickly, might these changes come about? That’s up to the marketplace. Already some senior living enterprises are embracing the potentiality by having inhouse Medicare Advantage with characteristics for middle income and more affluent people derived from successful PACE (Program of All-inclusive Care for the Elderly) concepts.
Change could come quickly. Just look at how quickly we absorbed smartphones into our daily lives. AI delivered medical information and recommendations can come into our lives just as rapidly as smartphones have over the past decade and a half. That means that by 2040, not so long from now, AI delivered medical care may be norm.
Once we experience better medicine, with greater convenience, at lower cost and get used to it as we got used to automated banking, we will love it just as we now love having smartphone information at our fingertips, all day, every day, everywhere.
This is part of a series considering how AI, robotics, and technology in general can take senior living from laggard to leader.  

Are You Defining Excellence Completely Wrong?

By Steve Moran
Conventional wisdom says high returns and high margins equal excellence. This is backward, short-term thinking. Need proof? Ask the shareholders of Blockbuster, Kodak, and Palm Pilot. Even today, companies like Intel and Boeing are struggling because of their focus on margins.
The problem is that when you focus on margins, your thinking is always short-term.
I have seen this so many times in senior living. A company opens a new property in a high-demand market, and it fills in a matter of weeks. It is easy to assume the company, the executive director, and the sales leader are brilliant.
Nope, they got very lucky.
I got to thinking about this after reading a piece from Admired Leadership that stopped me cold. The core idea is deceptively simple:
Excellence is not an outcome. It’s a standard for how you do the work.
Continue reading on Practical Passionate Leadership (Substack) for free.

A Chief Elder Officer’s Plan To Fix Home Care’s Broken Math

By Rebecca Wiessmann
In a Tech Tuesday conversation, Steve sits down with Neal K. Shah, the CEO of CareYaya, to explore a deceptively simple idea: technology should scale human connection, not replace it.
It’s an episode that starts with a headline-grabbing title — “America’s Chief Elder Officer” — and quickly turns into a serious discussion about workforce shortages, the economics of home care, and why “relational care” matters more than the checklist.
The “Chief Elder Officer” Idea Is A Marketing Hack — And A Movement
Neal doesn’t pretend the title is conventional. He calls it a marketing hack — a fast way to signal what he’s about. But he also frames it as aspirational: society is aging fast, the care workforce isn’t keeping up, and the issue deserves more policy attention and more innovation.
He argues that aging is one of the largest, most under-focused realities in the country — despite the size of the older population and the resources tied to it. In his view, the U.S. needs the equivalent of a national-level role that takes aging and caregiving seriously, not just as a social issue but as an economic and workforce challenge.
From Hedge Funds To Caregiving
Neal’s origin story isn’t “lifelong health care guy.” It’s finance.
He describes coming from a middle-class background, attending the University of Pennsylvania, and shifting from computer science to finance after the dot-com bubble burst. In his 20s and early 30s, he built a career in hedge funds — eventually launching his own fund and growing it substantially.
Then life hit.
He became deeply involved in caregiving for his grandfather through dementia and other serious health challenges and later became the primary caregiver for his wife through a multi-year cancer battle. Those experiences have reshaped how he thinks about time, impact, and what “work” is for.
He wound down his fund, stepped fully into caregiving, and then turned his attention to building something that could make care easier for other families.
The Broken Economics Of Home Care
Neal describes the home care market as massive — but structurally broken.
He points to a user experience that often feels like a bad deal for everyone: families pay premium rates, caregivers receive a fraction, and quality can be inconsistent. He argues that when a large portion of the hourly rate goes to the agency’s overhead and acquisition costs, the person doing the work isn’t rewarded — and the family still feels like they’re rolling the dice.
He also describes why so many families move to the “gray market”: hiring directly through personal networks or online listings, managing vetting and scheduling themselves, and hoping nothing goes sideways. That path can work, but it creates friction and risk — and families often end up becoming unpaid care coordinators on top of everything else they’re already doing.
Relational Care Over Task Completion
Steve brings the discussion home with his own reality as a family caregiver. His almost-93-year-old stepfather lives in a small, high-end community and needs more one-on-one socialization than the community can realistically provide. Steve describes paying someone directly — “gray market style” — not for medical care, but for companionship: conversation, outings, waffles, football talk, human presence.
Neal lights up at that example because it illustrates what he believes the industry underprices and under-measures: the relational aspect of care.
He references “Who Cares: The Hidden Crisis of Caregiving, and How We Solve It” by Emily Kenway, noting that caregiving is often defined as tasks completed rather than the lived experience of the person receiving care. In Neal’s framing, care isn’t just what got done — it’s how someone felt while it was happening.
Why Students Are The Secret Workforce
CareYaya’s core model is straightforward: connect older adults who need help and companionship with healthcare-track college students who want meaningful experience.
Neal’s argument is that this labor pool is overlooked because it doesn’t fit the traditional home care staffing model. Students generally can’t do 40 hours a week as a long-term career, but they can do flexible shifts — and they’re often highly motivated, mission-driven, and incentivized to show up and do a great job because they want recommendations for medical school, PA school, nursing programs, or other clinical paths.
He also emphasizes incentive alignment: students want experience; families want reliability and connection; and the model is designed to reduce friction through technology — scheduling, vetting, background checks, and ongoing matching — without the “half the money disappears before it reaches the caregiver” problem.
Senior Living As The Next Frontier
Neal says CareYaya currently operates primarily as a consumer platform — adult children booking support for parents at home — but he’s increasingly seeing demand from families with loved ones already living in senior living communities who want supplemental one-on-one engagement and support.
He signals that partnerships with operators are a major strategic priority for 2026 and makes a striking claim: in some markets, CareYaya has more student caregivers available than it has families booking hours, largely because the company’s growth is driven by organic awareness rather than heavy advertising.
He also discusses research-oriented collaborations, including work supported by National Institutes of Health funding.
Yaya Bear And The Idea Of Tech That Brings People Together
One of the most intriguing parts of the conversation is Yaya Bear, which Neal describes as a voice-AI-powered soft teddy bear designed to spark meaningful life-story conversations.
He frames it not as “AI replaces companionship,” but as “AI helps structure and unlock it.” A student can bring the bear into visits, engage alongside the older adult, and over time, the conversations help capture life stories that can be shaped into a narrated autobiography. The idea is less gadget and more catalyst — a tool that helps two humans talk better and go deeper.
A Moonshot: Build A Tech-Native Community
Near the end, Neal shares a big, spicy idea for senior living: don’t just sell tech into communities — build a community that is tech-native from the start.
He references General Catalyst and its approach to health care, arguing there’s a similar opportunity in senior living: buy or build one community and “run it backwards,” integrating technology as the operating philosophy rather than bolt-on tools.
To frame the mindset, he points to “Ask Your Developer” by Jeff Lawson and the essay “Software Is Eating the World” as influences — not as slogans, but as a call to redesign the experience from first principles.

S8 Episode 2 – Dementia Training, CDP Certification, and Better Senior Living

What happens when someone enters senior living with zero industry background — and discovers a mission worth staying for?
In this episode of Foresight Radio, we sit down with Rebecca Barker, VP of Business Development at the National Council of Certified Dementia Practitioners (NCCDP), to talk about her journey from HR software sales into the heart of dementia care education.
We explore:

Why senior living conferences feel like the “new kid in school” — and why that’s a good thing
The surprising passion that keeps professionals in aging services
The dangerous gap in dementia education for frontline caregivers
How live dementia training improves retention, confidence, and census
Why CDP (Certified Dementia Practitioner) certification builds pride and professionalism
The connection between training, family satisfaction, and occupancy growth
What it really means to set a national standard in dementia care

Rebecca shares how NCCDP’s live, instructor-led dementia certification differs from “click-through” compliance training — and why investing in education directly impacts staff retention, fall rates, deficiencies, and family trust.
If you’re a senior living operator, executive director, HR leader, or memory care professional, this conversation will challenge how you think about workforce development, dementia care standards, and long-term sustainability.

Are Staffing Ratios Intelligent?

By Jack Cumming
Staffing ratios have been much in the conversation about how care facilities should be regulated. The notion is that more care workers per patient is positive and that, therefore, care homes should be required to meet minimum staffing numbers.
Better would be a requirement that care providers meet quality, safety, and effectiveness standards. The mission for care is the well-being of those cared for. Mere staffing may not always be the best approach.
Mandated staffing ratios ignore the potential of emerging technologies. Let’s instead improve the quality, convenience, cost, and effectiveness of all we do, including caring for the frail and failing. This is a pressing opportunity for proactive advocacy by the trade associations that serve senior living. Aging people can benefit from progress, and trade associations are in the best position to help legislators and regulators better understand what’s possible.
Just One Example
Take something as common as the need of a resident (“patient” in medical parlance) for a two-person transfer. Transfers may be from a bed to a gurney, from a bed to a wheelchair, from a wheelchair to a chair, or from a wheelchair to a toilet.
The need for two people arises when the resident is too weak, unsteady, or otherwise unable to move safely or if the resident is overweight, unable to cooperate, act predictably, or bear weight on both legs. The purpose of requiring two people to assist with the transfer is to promote safety and prevent staff injury.
Obviously, such a transfer requirement directly affects the need for staffing, though automation can help alleviate such a need as well as help with bedsore wound avoidance. It’s not hard to imagine mechanisms or devices that might be devised to address these challenges. Japan, which has a much higher proportion of older people than the U.S., is already ahead in adapting to the need to assist older people with fewer staff.
Automation Barriers
We can ask why such automation is not more available in the U.S. After all, we pride ourselves on being technologically advanced. Several possible barriers come quickly to mind, though these are purely speculative. Here are a few such speculations:

An industry that prides itself on its personal touch approaches automation with skepticism.
Many eldercare functions are treated as medical, requiring expensive, delaying regulatory approvals.
Other markets for inventive creativity are more promising and lucrative than eldercare.
Mandated staffing ratios inhibit technological solutions that might provide better care at lower cost.

Obviously, the list could go on. The economic culture in the U.S. has long emphasized jobs as essential, though robotics and artificial intelligence may change that in the near future. The jobs culture is a byproduct of the industrial revolution, which is now giving way to the robotic revolution. Still, the mandating of staffing ratios may reflect the prevailing political belief that creating jobs is economically positive.
Change Takes Time
We’re only at the very beginning of a new age of labor transformation. We’ve already seen how it’s taken thirty years for society to absorb the benefits of the internet. Only now, for instance, is streaming replacing previous broadcast technologies. More and more productive efforts are now delivered remotely. Change takes time and is nearly always slower than anticipated.
In the meantime, the most constructive thing that might be done would be for the industry’s advocacy associations, LeadingAge and others, to proactively encourage automation. The emphasis should not be on staffing ratios or on merely opposing staffing ratios. The emphasis should be on improving the quality of life and care for those adversely impacted by age-related inabilities.
Realistically
We also need to be realistic. Automation can help free staff time to provide better personal interactions, but the telling impact will result in a reduction in staff. That will then free people for more meaningful work in other callings. A number of social programs have been proposed to help with the transition from jobs to meaning, but that challenge is beyond the scope of this article.
Robotics and artificial intelligence are likely to directly impact the affordability of providing care in institutional settings. They also seem likely to enable better care at a lower cost. Employment generally will probably be more meaningful for those staff members who adapt and remain. That’s been the case historically as technology has disrupted other industries.
Aside from technology’s ability to improve corporate caregiving, however, its bigger effect is likely to be in allowing aging people to stay longer in the general community without needing senior living as we now think of it. That is in evidence at the 2026 Consumer Electronics Show, where AARP is showcasing numerous initiatives to improve the consumer’s aging experience. Click for the agenda.
The overriding mission of the senior living industry, its regulators, and those it serves is to help older adults live with dignity, independence, health, meaning, security, and purpose in their communities. We do that best when we collaborate and innovate together to adapt emerging capabilities to those aims. As Dan Williams puts it in his recent Turnaround book, “Residents thrive. Families find peace. Teams discover purpose. Even when the odds say it shouldn’t be possible.” Isn’t that what we all would like?

50 Ways to Stay Out of Senior Living – An Ode to Paul Simon

By Steve Moran
I know I have a weird mind, and I spend way too much time going down rabbit holes, into strange cracks and crevices, wondering about all kinds of things.  I sometimes wonder if it is a bit like taking an acid trip without the acid. 
Driving Down The Highway …
I was recently driving down the highway listening to oldies when Paul Simon’s song “50 Ways to Leave Your Lover” blasted through the speakers. It sent me down one of those rabbit holes, and I found myself wondering if I could come up with a list of 50 ways to stay out of senior living (with a little help from AI, of course).
Just for fun … mostly … 
50 Ways to Stay Out of Senior Living
(To the tune of “50 Ways to Leave Your Lover”)
[Verse 1]
“The problem is all inside your head,” he said to me“The answer is as simple as a low-sodium teaI’d like to help you keep your house and live it fancy-freeThere must be fifty ways to stay out of senior living”
He said, “It’s really not my habit to intrudeBut if you’re eating pureed carrots, well, you’re in a sour moodI hope my meaning won’t be lost or misconstruedBut we’ve got fifty ways to stay out of senior living”Fifty ways to stay out of senior living
[Chorus]
You just hide the brochure, StanGet a master plan, FranDon’t act confused, LeeJust keep the front door keyHop on the treadmill, PhilHide every little pill, BillDon’t let ‘em see the cane, JaneAnd keep yourself free
(Repeat Chorus)
[Bridge] (Tempo slows, slightly ominous)
Now, the lawyer’s in the parlor and he’s looking at the booksHe’s got that “Medicaid-is-coming” kind of hungry, legal lookHe says, “You gave away the lake house back in 2022“That’s a five-year look-back penalty — now whatcha gonna do?”I said, “I’ll bury all the silver and I’ll hide the family van,Because a nursing home’s a prison for a self-respecting man.”
[Verse 2]
He said, “It grieves me so to see you in such fearOf a place with bingo night and lukewarm root beer”I said, “I appreciate that, but could you speak into my good ear?About the fifty ways”
He said, “Why don’t we both just sleep on it tonightAnd I believe in the morning you’ll see the light (As long as you can see the light without a nightlight)There are fifty ways …”
[The “Fast-Talk” Verse] (Match the rhythm of the rhyming names)
Hide the cane, JaneFake a sprint, ClintLose the walker, WalkerDitch the bifocals, localsDye the hair, BlairStand up straight, NatePass the test, BessKnow the date, KateRecall the name, BlaineDo the Wordle, MyrdlePost a reel, NeilUse the App, CapText with speed, ReedOrder Uber, HuberBuy a dog, LogHost a rave, DaveMow the lawn, DawnPaint the trim, JimStay out late, NateDon’t go to bed, RedJust don’t go, Joe …
[Outro]
You just hide the brochure, StanGet a master plan, FranDon’t act confused, LeeJust keep the front door key
(Fade out with: Fifty ways … just don’t let ’em catch you, Joe … stay out of the gulag …)
Now if only someone would perform this …
I have a few more lists coming. 

Battle of the Bots: Healthcare Denials

By Jack Cumming
Recently, I attended a webinar titled, The Winning Edge for Defeating Denials, put on by HealthLeaders and sponsored by Aspirion, whose “mission is to get providers paid accurately, quickly, and transparently.” You likely don’t need to be told that denials are an increasing barrier to prescribed treatments.
Complexity
One takeaway from the webinar is that there is an enormous number of payers as well as a huge number of providers. The providers deliver care, but they depend on revenues in the form of reimbursements from payers. Payers may be government, commercial insurers, self-funded programs, or even individuals.
Obviously, payers benefit by finding a pretext to deny or reduce payment, while providers depend on payments for their financial survival. The complexity of the potentially adversarial system was the topic for the webinar. The conversation was eye-opening.
Is It Really This Bad?
That this is a hot mess, to speak colloquially, was brought home to me by a post on LinkedIn by Trevor Daer of Granite Peak Analytics, LLC, who posted his 80/20 rule for advisers in the benefit space. He wrote, “20% are REALLY good at what they do AND operate with integrity…. 80% are not great as an advisor but pretty good at making money.”
We’ve been reading and hearing anecdotally about denials, which can sometimes be tragic. What we haven’t heard as much is that many payers, though not all, are deploying sophisticated artificial intelligence (AI) “reviewers” to systematically deny claims that don’t meet stringent standards for medical necessity, eligibility, and more.
The Battle Joined
Not surprisingly, many providers — especially hospitals — are beginning to use AI “appealers” to respond to the bot-generated denials. Thus, there can be a “battle of the bots” lacking any human intervention. Lost in this revenue-enhancing emphasis is the patient whose treatment may be delayed or denied altogether.
Patients ought not be harmed by conflicting payer/provider wishes. The provider is the licensed expert determining what treatment is appropriate in any given circumstance. Like any expert determination, that decision can be appropriately challenged. But — and this is a very big BUT — the patient should not be the one who is disadvantaged.
Common Sense
If a physician or other medical expert orders a medical response to a patient’s condition, that expert directive should be carried out as ordered. There may be a medical review, but it shouldn’t be at the hands of the party with merely a financial stake. If then the payer successfully sustains the denial, it’s the errant provider who should bear the burden, never the patient.
Ideally, the interests of the payer and the provider would be closely aligned, but the proliferation of payers and providers makes that problematic. A different system from today’s piecemeal fee-for-service concept can help, but our system has become politicized in a way that prevents optimization.
AI offers the potential to make affordable healthcare available to almost all Americans, but no one, other than those who are mercenary, benefits from deploying AI bots to battle heartlessly with each other. We need to rethink the system.
The Bright Potential
The senior living industry has expertise in the care of the elderly. Older people constitute the highest-cost demographic for medical interventions. Still, even senior living is not exempt from the equivalent of those decried denials that we so often read of.
If a senior living care provider implies lifetime responsiveness but is not fully licensed, equipped, or staffed to meet all needs falling within that care scope, then that is tantamount to a denial.
What’s To Be Done
If the size of the facility impedes the financial feasibility, say, for mandated staffing licensure or ratios, then there is a need to rethink the business model or the offering itself. Type A contracts, if sensibly administered, may offer one solution. Type A contracts assume reserving actuarially during the years of independent living for the time of care dependence. Thus, reserve releases can help support care finances.
It may be, too, that shortsighted regulation is misguided with unintended negative social consequences. Correcting such political misperceptions is the justification for industry trade associations. Whether regulation is proactively sensible or merely negatively reactive is a measure of how effective such associations are in carrying out their mission.
In terms of pure financial feasibility, emerging technologies, including robotics, can help make feasible what now may seem counterindicated. Let’s at least put these issues on the industry’s discussion/decision agenda. That, too, is an area in which trade associations might lead. Trade associations are at their best when they lead their industries into the future instead of defending the status quo and opposing regulation.
This is part of a series considering how AI, robotics, and technology in general can take senior living from laggard to leader.

Leadership Lessons From a Hot Dog Stand

By Steve Moran
I came across an Instagram post about Portillo’s, the Chicago-born hot dog chain with 90+ locations. They figured out the front-line staffing problem and are making serious profits. They have a very unique approach to paying frontline workers.
The Story
Here’s the short version: Portillo’s pays employees more for learning extra stations. Not for seniority. Not for years of service. For skills. The result? $8.5 million in revenue per location and the lowest employee turnover in fast casual dining.
If you run any kind of business where frontline workers are the engine — restaurants, retail, healthcare, hospitality, manufacturing, senior living, logistics — this should stop you cold.
Continue reading on Practical Passionate Leadership (Substack) for free.

Why Senior Living Advocacy Matters More Than Ever

By Rebecca Wiessmann
Steve sits down with Brian Perry, government affairs and advocacy leader, at Direct Supply’s Technology and Innovation Center. What follows is the first of a three-part series drawn from the interview.
Who is Direct Supply?
Before we dive into the interview, I want to introduce you to Direct Supply and their new creator channel, Directly Speaking.
Direct Supply is a Milwaukee-based company that has spent nearly four decades building itself into a “behind-the-scenes infrastructure partner” for senior living and post-acute care providers — supplying products, procurement, technology, and design/build support that help communities operate day to day. 
Today, Direct Supply positions itself as a single-source partner for operators — spanning equipment & furnishings, purchasing/procurement solutions, and building/operations-focused technology (the kind of tools that support life safety, maintenance, and facility workflows), plus design and project services that help communities plan and outfit spaces.
They also invest heavily in innovation through their Innovation & Technology Center (where Steve joined Brian for this interview) in the heart of the Milwaukee School of Engineering campus — a renovated historic building used to test, validate, and develop new approaches and tech tied to senior care.
And importantly for this series, Direct Supply has built a dedicated advocacy engine, including Direct Supply Senior Living Advocacy (organized as a 501(c)(4)), aimed at influencing policy and public narratives affecting senior care access, workforce, and reimbursement.
You can learn more about Direct Supply by visiting their website.
A Career Built Around The Messy Stuff
Brian Perry has spent two decades working in the part of senior living most people prefer to avoid — the political machinery that shapes reimbursement and regulation. He starts in public policy, learns the Medicaid/Medicare world at speed, and eventually lands at Direct Supply to focus on advocacy full-time.
He doesn’t romanticize it. Advocacy is where you fight battles you didn’t ask for, in arenas you don’t control, with rules that change depending on who won the last election.
The Big Issues Haven’t Changed — But The Stakes Have
When Steve asks what issues are biggest right now, Perry gives an answer that sounds like it could have been true 20 years ago: payment and regulation. On the skilled nursing side, he describes the long-running reality of being under-reimbursed and overregulated.
He also lays out the political pattern he’s seen repeatedly: Republicans often mean tougher fights for dollars and some easing of regulations; Democrats often mean more regulatory pressure and better odds on funding. Either way, it’s never calm. There’s always defense to play and always offense.
“Non-Regulatory” Is Really “Pre-Regulatory”
Steve breaks senior living into nursing homes, assisted living, and everything else — including what feels “non-regulated.” Perry pushes back hard on that framing. In his view, the less-regulated parts of the continuum aren’t protected — they’re next.
He calls it “pre-regulatory,” pointing to what he sees as regulatory creep, especially when one segment has already been squeezed, and advocates, attorneys, and policymakers start looking for the next target.
The Bad Operator Problem — And The Much Bigger Story Problem
Steve raises the industry’s hardest public challenge: cynicism, negative headlines, and the reality that some operators do harm.
Perry’s response is blunt: every field has bad actors. The larger question is whether the system can root out the truly bad players without building a regime that punishes everyone else.
Then he pivots to what he thinks is senior living’s most consistent failure: storytelling. For every ugly headline that grabs attention, there are tens of thousands of everyday “quiet wins” — care moments that don’t go viral — happening daily. Perry argues that advocacy isn’t just about rates and rules. It’s also about telling enough true stories that policymakers, voters, and media stop defaulting to the worst narrative.
The Guiding Star
Perry keeps returning to a simple principle: anything good for seniors is good for providers, and anything good for providers is good for the entire system. When advocacy is anchored there, it becomes harder for agendas and turf wars to hijack the mission.
Watch the full conversation with Steve and Brian Perry on YouTube.

What If Senior Living Leaders Led Like Lindsey Vonn Skied?

By Steve Moran
The Olympics are over, but I am still obsessed with Lindsey Vonn’s story. She continued to pursue her passion of being the best downhill women’s skier in spite of criticism, in spite of injuries, in spite of her age.
What It Took
She accomplished what she did only by being obsessed with being the very best. She spent time in the gym, she spent time on practice race courses, she submitted herself to coaches and experts who both told her what she was doing wrong and helped her find better ways.
Mostly, she was never content with where she was. She never once gave up on the idea that she could be better than she was — even when she was the best in the world.
Setbacks
She had so many setbacks … (here are just a few of them):

2007 — season-ending ACL sprain at the World Championships
2009 — sliced open her right thumb on a broken champagne bottle while celebrating a win, cutting a tendon and requiring surgery
2010 Olympics — came to Vancouver with a bruised shin so painful that putting on a ski boot was “excruciating”
2011 — concussion in a training crash one week before the World Championships; competed anyway
2018 — completely tore her LCL and suffered three tibial plateau fractures in her left leg in a training crash
2024 — underwent a robot-assisted partial knee replacement, using it as a springboard to return to competition

Not a single one of them caused her to quit.
The Lindsey Vonn Standard for Senior Living Leadership
What would it look like if senior living leaders were single-minded about being the best leaders in the world? Not “the best that you can be” — that phrase sounds more like an excuse than a standard.
I’m talking about leaders who, no matter how good they are or how successful they are, constantly strive to be better. Leaders who value their critics more than their fans. Leaders who are always learning, always self-evaluating. Leaders who take risks — and go for it.
The Gate at the Top of the Mountain
Being a senior living leader is a lot like standing in the starting gate of a downhill race. There are three choices:

Decide the risk is too great, walk away without competing, and find the easy way down the mountain — or ride the chairlift back down. It’s safe, but it has no value.
Start the race, but play it safe. Don’t go too fast. Just get down the hill without taking too many risks. This will get you to the finish line, and you probably won’t fall — but it’s not impressive. No one remembers those who finish in last place.
Go for it with everything you have. Understand there are risks. Over the course of your career, going for it will mean some falls and some injuries — but those falls and injuries become learning experiences. Lessons that make you better. Lessons that others will learn from too.

If senior living were full of Lindsey Vonn-style leaders, we would be transforming the world of aging. We would have people begging to work in senior living communities. We would have older adults scrambling for too few senior living units. We would have more brand-evangelist family members singing our praises than we can possibly imagine.
It’s up to you; you are at the gate every day. How are you going to run the course?

I Bet You Didn’t Know …

By Steve Moran
You spend so much time at work. The same is true with your team members. Two questions for you:

How much do you really know about them — who they are, what they do?
How much do they really know about each other?

Your first response could very well be that you don’t really care, or at least that it doesn’t matter. You should reconsider because when people are friends at work, they are much less likely to quit — and they are happier.

Beyond that, the people you lead are more than their job titles. They are the sum of everything that happened to them before they ever walked through your door. The childhood that shaped them. The struggle that tested them. The person who believed in them when it mattered most.
When you know that about someone, everything changes.
Try this powerful and simple exercise …
Continue Reading on Practical Passionate Leadership (Substack) …

Our Healthcare Opportunity

By Jack Cumming
Never before in the history of humankind have we had the healthcare-enhancing opportunity that we have now, in this moment.
AI Hopes; AI Fears
That opportunity exists within the technological miracle that we call “artificial intelligence.” AI can conduct a conversation with a layperson much like the conversation that occurs every time a physician hosts a “patient” in a clinical office.
At Davos, Bill Gates explained how this revolutionary capability can bring to the neglected peoples of the world the same access to healthcare information that wealthy Americans have with their access to the most knowledgeable physicians, specialists, and subspecialists.
Imagine a person concerned about possible malaise or abnormality able to instantly talk with a smartphone. The AI-empowered smartphone can quickly access the best information that all those physicians, specialists, and subspecialists have developed and mastered. The fear is that AI may make mistakes. Physicians, too, not only make mistakes, but they may also downplay that which later proves to have been urgent.
The Changing Role of Physicians
Most of the pundits have seen AI as helping primary care physicians serve more patients per day than has been the case in the past. That assumes that current structures remain. Click here for a Tedx Talk that reflects this thinking. The example given in the talk is doubling the patient load from about 30 patients a day to 60.
Personally, I trust AI more than a physician for whom I am just one of 60 in what must be an exhausting day. Even if a patient load of 30 per day is on the high side, it’s hard to imagine a physician who sees even 15 patients a day giving each the focus that best practice might demand.
The bigger opportunity, though, lies in improving the quality and relevance of that initial interaction while dramatically reducing the cost of healthcare delivery. Consider AI that does the whole job without high-cost human physician intervention at all. Is palpation of the abdomen called for? Ingenuity and medical engineering can deliver that. The same is true for most of what occurs during that initial visit.
Not only that, but it can also avoid the need for specialist and subspecialist referrals since AI, once trained, tested, and proven, can embody all of that knowledge. It can do it dispassionately, encapsulating intuition and gut feelings, and with more know-how than any human would be capable of mastering in a lifetime of study and clinical practice.
Pushback
It seems unbelievable. Skepticism is the reaction one gets when speaking of this possible future. That skepticism soon becomes fear. Fear is the engine for reactive regulation. That, too, is very human. As creatures, we are more emotional than rational.
Of course, there’s no assurance that such a future will materialize into reality. There are political and economic interests embedded in the status quo. Many ideas that are positive from an objective scientific and engineering perspective fall short due to negative political interventions driven by economics and catering to human fears of change. Still, the potential is there if we are able to realize it.
Senior Living
Senior living can be visualized as healthcare, or as hospitality, or as something else. Age-restricted housing, for instance, falls primarily into the “something else” category. It segregates older people from the wider community. It moves them out of sight, separated from most younger people who remain vigorous and vibrant. A corollary is that it offers hospitality and healthcare as attractions.
The fact is that older people are bigger users of healthcare than others, with the possible exception of newborns. Thus, the AI opportunity for extending and improving healthcare is particularly applicable to the senior living industry. Geriatric care is not well respected among most aspiring physicians, but AI virtual “physicians” are not impacted by such biases.
Improving Old Age
AI offers older people the chance to benefit from treatments that otherwise might be dismissed as “just a manifestation of old age.” Many of the afflictions of old age are widespread; think hypertension, fatigue, or medication interactions. AI can help with these routine aspects of aging, as well as targeting conditions like sepsis, pneumonia, cognitive loss, and more that are often dismissed as normal for old people. “After all, they’re going to die anyway.“
Opportunity Is Knocking
There is so much opportunity for senior services now. It seems inevitable that today’s conventional senior housing concepts will be challenged over the next few years. Obviously, there can be winners and losers whenever opportunity presents itself. For now, I, for one, and apparently Bill Gates, if you followed the link above, see a bright future. We’ll develop that appealing vision in articles over the next several months.
This is part of a series considering how AI, robotics, and technology in general can take senior living from laggard to leader.

These Three Words That Will Change How People See You

By Steve Moran
I keep getting asked the same question.
Two different conversations in the past two weeks. Two different people. The same question: If you could go back in time, what is one lesson would you teach your younger self?
The answer came flying out before I even thought about it.
Ask For Help
It’s still something I struggle with. But I am getting better.
Continue reading on Practical Passionate Leadership (Substack) for free.

What Nic Spring 2026 Really Means for Senior Living

By Steve Moran
There are conferences, and then there are conferences; some are better than others, some make a difference, and others don’t. 
Some simply reflect what’s happening in senior housing and care, and others, like NIC Spring 2026, help shape what is happening in senior living. 
The industry is heading to Nashville March 30–April 1, 2026, and NIC is already signaling momentum: it’s their first time in Nashville, and they’re positioning this conference as the place where the next act gets written: capital, care, and community in the same room.
This matters because right now, we are not in a “wait and see” season. We’re in the “What do we do next?” season. 
If you’re an operator, developer, investor, lender, vendor partner, or someone who just wants to understand where the puck is going, the NIC Spring Conference is the best place to be. 
What I’m Expecting To Dominate The Room
Lisa McKracken from NIC was recently on Foresight TV, and we spent some time talking about the spring conference and what leaders will be talking and thinking about.

Workforce, but With a TwistWorkforce will be one of the hot topics for sure. But the more interesting conversation is this: What kind of workforce conversation do we finally decide to have?I personally don’t think we have a staffing shortage as much as we have a culture shortage. I’m not pretending there aren’t labor constraints — but I am saying there are organizations that consistently attract applicants because they’ve built the kind of workplace people want to be part of.
And I’m watching closely for the sessions that aim right at this question: can senior living “win” in the workforce if we become the best place to work?
This is not a theoretical debate. That’s a survival and growth strategy.

Value-Based Care and the CMS SignalIf you want one “pay attention” indicator for where the industry is heading, this is it: NIC has a senior CMS leader showing up.Whether you love value-based care, hate it, or don’t even want to say the phrase out loud, it’s moving closer to our world. The smart move is to understand what it means before it becomes something that happens to you instead of with you.
Occupancy, Penetration, and What’s Actually Driving DemandWe talked about record-high occupancy, but here is the question that keeps nagging at me:
Is occupancy rising because consumers are newly enthusiastic about senior living … or is it simply demographics plus low new supply?
We can point to demographics and limited inventory growth, but measuring consumer enthusiasm is harder — and the real test may come when development accelerates again.
That’s exactly why I think this NIC Spring is so important. We’re in a window where data, capital, and operator execution are all interacting in real time — and the decisions people make in 2026 will show up in performance for years.
The Conversation I Want Everyone To Have in NashvilleHere’s the question I wish every leader would carry into NIC Spring:If you woke up tomorrow as the CEO of a well-funded senior living organization … what would you build?The answer shouldn’t just be “a bigger building.” It should be something closer to an ecosystem — a hub that influences health, connection, prevention, and community long before someone moves in.
That idea hits because it points to what I believe is still senior living’s most under-marketed superpower:
Human connection.
Not programming. Not dining. Not even care.
Connection. A village. A place where your world gets bigger instead of smaller as you age.
If Nashville becomes the place where more leaders start building toward that, we’ll look back on NIC Spring 2026 as a turning point.

Practical Notes if You’re Deciding Whether To Go
If you’re on the fence, a few quick realities:

NIC Spring runs March 30 – April 1, 2026 in Nashville.
Registration pricing moves in phases, and onsite registration is the most expensive tier. Register HERE.
Hotels can get tight fast around the venue — and yes, I waited too long too. (Don’t be me.)

I’ll Be There — Let’s Make It Useful
I’ll be in Nashville doing what I do: conversations, hallway interviews, trend-spotting, and trying to capture what’s really happening (not just what’s on the stage). If you see me, grab me. If you want to do a quick video interview, even better.
And if you want the longer, more nuanced version of all this — including Lisa’s best “signals” to watch — here’s the full livestream.

S8 Episode 1 – Stop Selling Buildings: How Storytelling Drives Occupancy, Retention & ROI

What if senior living stopped selling buildings … and started selling connection?
In this episode of Foresight Radio, we sit down with storytelling strategist and documentary filmmaker Peter Murphy Lewis to unpack why storytelling isn’t just a marketing buzzword — it’s a competitive advantage.
From the Peloton comeback strategy to frontline caregiver stories that drive recruitment and retention, Peter shares how senior living operators can:

Move from commodity marketing to emotional connection
Improve occupancy and retention through authentic storytelling
Empower frontline staff to become brand ambassadors
Replace polished corporate videos with vulnerable, human moments
Build long-term ROI by telling stories that stick

Peter is the creator of the documentary series “People Worth Caring About,” now streaming on major platforms, where he captures the real stories of caregivers and residents across senior living communities.
If you’re a CEO, marketer, operator, or frontline leader wondering how culture impacts revenue — this conversation will change how you think about storytelling forever.
📌Key Takeaways:

Why storytelling builds a “moat” around your brand
The simple 3-step framework to tell powerful stories
How frontline caregivers can drive recruitment marketing
Why senior living marketing is underutilizing emotion
How vulnerability builds trust in today’s digital landscape

Listen now and rethink how you market senior living.

Cultural Change from Them to Us

By Jack Cumming
Senior living is a people-heavy business. It’s also an industry that has been slow to make full use of the benefits of technology. When I moved into a CCRC in 2006, I thought residents could help shape the communities in which they lived. There were no “Life Plan Communities” in those days long ago.
Tech Shock
After moving in, I was surprised that residents couldn’t do something as basic as ordering a meal or repair using an “intranet.” That’s what a limited access internal internet was called then. I went to the executive director to suggest that we streamline things with such a capability. The response was that it would be too costly, and “There’s no money in the budget for that.” It was the first time, but not the last, that I heard that deterrent.
Since I knew better than that cost assessment, I reserved a domain name and built a simple resident-facing website. I offered to donate it to the provider at no charge. I thought that the demonstration would persuade those who feared such a project. The dining manager was interested and offered to share his menu spreadsheet with the project. That’s when I learned about the central office and executive control.
Unauthorized
The central office labeled the “pilot” as “unauthorized.” Employees were forbidden to cooperate. I stopped trying. That website, of course, still exists, dormant, and nothing has ever come of it, though one longtime employee did ask me to post corporate historical material on it. That, too, is still there. It was that employee’s dying wish that it remain. The executive who declared it “unauthorized” is also still in the same position.
My assessment is that cultural change, like moving from paper to computers, is slow and that there are many irrational inhibitions that arise along the way. An example outside of senior living can put into perspective how complicated a cultural change strategy is in practice.
Not Just Senior Living
The example is that of a car dealership. Don’t frown. There are similarities. Dealerships may have corporate branding, but they are also individual, just as senior living communities are individual. Today, as I write this, my car is due for its annual checkup. Usually, I go to Jiffy Lube to save time and hassle. Today, though, I had time, so I decided to go to the dealer.
Like senior living, my local car dealership is people-heavy. I had made an appointment on the dealer’s website, and I arrived right on time. Then I waited about five minutes in the driveway since the receiving bay was full. While waiting, I saw many people, evidently staff, standing around, chatting amiably as if on vacation.
Lots of “Workers”
As it turned out, the dealership is apparently very siloed. I had to wait for a “greeter.” The idle employees weren’t “greeters.” After my “greeting,” I was told that I would have to wait for a “service representative.” I waited. When the “rep” arrived, he had to enter all my information. He explained that he couldn’t access the system in which I had made the appointment.
Also, they had a “new” system, so he didn’t have the record from when I bought the car at that dealer. They didn’t even keep track of their customers. Finally, I got checked in, I went to the waiting room, and the car went off to a secret, unseen area. Quite a contrast from the simple, open experience at Jiffy Lube.
Valued Customers
Needless to say, perhaps, this was a huge change from what I had experienced in my childhood when my dad would get the family car serviced. Then, car dealers valued their customers’ time and tried to make it as simple and convenient as possible. On the other hand, then you had to change the oil every 1,000 miles, and now you can go a year.
Back then, though, Dad just phoned the dealer (there was no internet) to ask for service. The dealer sent a man on a three-wheeled motorcycle to our house. He attached the motorcycle to the back of the car and took the car off to be serviced. When the work was done, the car was returned to our home, and the dealer’s man drove back on the tricycle. The customer’s time was valuable.
Business vs. Customers
That’s changed. Now it’s the dealer’s time that’s valuable. Customers are expected to have time to spare. That, too, is true in senior living, where residents are thought to have time, and many do. My experience today at the dealer then improved. The car was serviced in less than an hour. There was no charge because the car was still under a purchase service deal. The service rep was very nice. I was a happy customer. Sorta.
As you can imagine, I thought back to those days long ago and wondered why car service had become so people-intensive. Shouldn’t we be progressing? That’s what gave rise to this article. There are lessons to be learned here. It’s not only technology but also organization that can make processes more cost-effective as we move into 2026.
Still, every human interaction that I had at that dealership was unnecessary. I haven’t mentioned visiting the cashier, asking for the car at a podium (another employee), and the fellow who fetched the car. All of it could have been easily handled online by text or old-fashioned email.
Back to the Future
Can we return to that earlier culture in which the customer was central, and the enterprise served that customer? As I think about it, it was a simple mindset, and I’m not sure why now it’s so often that we spend an hour or more on a phone line, listening to an automated menu that doesn’t relate to our need, waiting to speak to someone about our cable service. You can imagine the parallels in senior living. One has to believe that there is great opportunity in the old-fashioned notion that “the customer is always right.”

The One Voice Advocacy Concept

In the full conversation, Steve talks with Brian Perry (Direct Supply) about why senior living advocacy matters right now — especially as reimbursement pressure and regulatory creep collide. In this clip, Brian makes the case for “one-voice” advocacy across the continuum and why the industry needs to stop fighting each other over the small stuff. Watch the full interview HERE.

 
Transcript:

“Whether we’re talking about nursing homes or assisted living, the issues are largely the same. Too often, those segments act like they’re in competition. But we always say this: we agree on about 85% of the issues — and we should be screaming together about that 85%. It’s the same in hospitals and home care. This ‘one-voice’ advocacy concept we’ve been pushing is gaining traction, and that’s how we prevent things like trillion-dollar Medicaid cuts from happening again.”

Accidental Boss, Intentional Leader: The Fixes That Actually Stick

By Rebecca Wiessmann
Steve opens this episode from Las Vegas, on the ground at CES, where he’s stacking interviews and collecting the kind of leadership lessons that only show up when people are tired, busy, and trying to look competent on camera.
His guest is Joel Hilchey, whose career path sounds like a dare — engineer turned performer turned keynote speaker — and whose new book, The “6-and-a-Half Habits of Highly Defective Bosses,” is built around an uncomfortable truth: most bosses aren’t evil … they’re accidental.
They didn’t wake up dreaming of “leading people.” They got promoted because they were great at the work. They hit their numbers. They crushed sales. They were reliable in a crisis. And then one day someone tapped them on the shoulder and said, “Congrats — you’re in charge.” No training. No new operating system. Just a title and a team.
Joel’s big problem is the one every organization claims to care about (and then forgets to fund): losing key people. The A-players. The ones who quietly carry the place. He points out that “people don’t quit jobs, they quit bosses” is not just a meme — there’s research support behind it, and the reasons are painfully consistent: people don’t feel appreciated, challenged, recognized, or supported. Work satisfaction bleeds into life satisfaction. Leadership isn’t an HR issue; it’s a human issue.
And then Steve drops a story that makes the point in a way no slide deck ever could.
A CEO invites him to meet. Steve drives three hours. Waits. Texts. No response. The CEO finally shows up late, gives him almost no time, and moves on like it’s nothing. Steve’s conclusion is blunt and relatable: even if the company has a great product, he’ll pass. Because nobody wants to do business with jerks.
That moment ties to one of the episode’s core ideas: whether you’re selling a car, a tech solution, or asking someone to trust you with a loved one’s home, the “product” is often the people delivering the experience. You can be technically correct and still lose the relationship.
The Weirdly Perfect Leadership Lesson Hiding in Joggling
Somewhere in the middle of the conversation, Joel explains “joggling” — juggling while jogging (yes, this is a real thing; I looked it up) — and it becomes an unexpected leadership parable.
He talks about chasing a world record and discovering something that applies to careers and leadership alike: niche down far enough and the field gets smaller. You don’t have to be the best in the world at everything — you can become exceptional by leaning into what’s uniquely yours.
His punchline is absurd and memorable: he ends up setting a record for running backwards while juggling five balls. It’s ridiculous. It’s also the point. There’s power in finding your unfair advantage.
Steve immediately translates it into leadership terms: accidental leaders don’t just need competence; they need something that helps them connect — something distinctive that makes them real to their team. But Joel adds a crucial qualifier: uniqueness is great, but it doesn’t excuse being bad at the basics.
Why Leaders Stay Bad
Steve asks the question most people avoid because it’s a little too honest: why are there so many sucky leaders — and why do they stay that way?
Joel’s answer is more sympathetic than soft. Most bad bosses aren’t trying to be bad. They’re running old scripts. They lead the way they were led — by parents, teachers, authority figures — often without realizing it. So when someone misses a deadline, the default response becomes shame, lecturing, or “teaching a lesson,” even if they hated being treated that way themselves.
He shares a jaw-dropping stat from a conversation in the credit union world: it can be years between someone becoming a manager and receiving real management training. Even if that number is off, the point stands — one year is long enough to damage trust, morale, and careers.
And even when training exists, culture can sabotage it. If the organization rewards sucking up, hiding errors, and looking good instead of getting better, the wrong people rise — and stay.
The 2×2 That Explains What New Bosses Screw up First
Joel lays out a simple framework that immediately feels useful: a 2×2 matrix with time horizon (short-term vs. long-term) on one axis and focus (tasks vs. people) on the other.
New accidental bosses almost always overinvest in the quadrant that got them promoted: short-term + task-focused. Execution. Getting stuff done. Tightening screws. Making lists. Pushing harder.
Then the other quadrants show up — usually as unpleasant surprises:

Long-term + task-focused (strategy): Are we doing the right work, not just doing work right?
Short-term + people-focused (team dynamics): Conflict, awkward behavior, friction, performance drama—now it’s “your job.”
Long-term + people-focused (career development): People are thinking about their future whether you ask or not. If you never talk about it, you’ll feel “blindsided” when they leave.

Joel even tells on himself: he had an assistant for two years and never once asked what she wanted next — until she quit. It wasn’t betrayal. It was normal career gravity, happening without him.
The “Nice Boss” Trap and the Feedback Fumble
Steve gets personal (and practical). He admits he often wants to be liked, and that can weaken accountability. Joel names this problem with one of his book’s habits: feedback fumbling.
He describes three ways leaders botch feedback:

They don’t do it at all.
They do it badly (think “annual slap in the face”).
They demand feedback but won’t receive it.

Then he offers a simple move that changes the emotional temperature: keep conversations anchored in “what now?” rather than “who messed up.” When the focus is on repair and next steps, it feels like the same team solving the same problem.
He also connects feedback to another habit: credit stealing and finger-pointing. Teams watch closely for this. When things go well, do you share credit? When things go sideways, do you own your piece? Leaders who do both become more trusted — and ironically, more liked.
The Fastest Fix: Don’t Rely on Willpower — Build Systems
Steve asks the closing question every overwhelmed executive director is thinking: What’s the one thing to do first?
Joel’s answer is clarity before heroics: start with the self-assessment (the “Highly Defective Boss Assessment”) to identify where you’re most defective. Then — this is the real takeaway — stop trying to become a better boss through sheer intention.
Instead, build systems.
Block time for strategy and people development. Create triggers for recognition. Put “de-hassling” into the workflow so friction gets fixed before it becomes resentment. Decide what needs to be consistent and make it consistent on purpose.
Because, as Joel puts it, if you’re trying, people are surprisingly forgiving.
And that’s the best news in the whole conversation: you don’t have to become perfect. You just have to become intentional.
If you want to watch the full Foresight TV episode, here’s the link.

A Welcome Book for Executive Directors

By Jack Cumming
Many thanks to Andrew Christman, whose December 26th article in Senior Housing News, brought my attention to Dan D. Williams’s book, “The Turnaround Blueprint: Transforming Senior Living Communities from Struggling to Spectacular.” If you haven’t already, get yourself a copy. There’s much wisdom contained in its 300+ pages. Moreover, it’s practical and proven, written by a person who’s seen it all.
Executive Director Orientation
The need for such a book is evident from the start. Mr. Williams describes his first promotion to executive director. With about two hours “training,” he was on his own. “No guide. No mentor. No handbook. Just a stack of manuals I never opened and a community full of people counting on me to know what I was doing.”
Does that seem familiar? There’s not much out there to help aspiring executive directors, and Mr. Williams has gone an extra mile to fill that void. The only comparable resource I know of is the three volumes of material assembled by Amy Allen for the Certified Aging Services Professional (CASP) program that LeadingAge once endorsed. Unfortunately, that CASP material has never been made publicly available. I imagine that LeadingAge still has a copy somewhere. If they don’t, I do. It deserves publication.
Positive Possibilities
After reading Mr. Williams’s book, I’m not convinced that “turnaround” is the right word to describe the positive vision that Mr. Williams sets forth. There’s nothing wrong with senior living except that it falls short of its own potential. Mr. Williams sets forth a guidebook for how senior living, specifically senior housing, might thrive in the years ahead. His interest is in providing valuable information to the young people now rising in the industry who can deliver that promising future.
Front and center, Mr. Williams takes for granted the vital role of the executive director. The executive director he empowers is not a subordinate official, beholden to a hierarchical superstructure. Mr. Williams’s executive director is able to make key business decisions. In my imagination, I picture not a central office filled with executives but a council of executive directors coming together for mutual support.
The book seems to see those higher-ups as necessary, often inevitable, but something to be managed. He counsels, “Be honest. If the reason is ‘corporate says we have to,’ own that. Then explain what you can control.” There’s no significant mention of a central office or a council of peers in the book.
Mr. Williams wisely counsels caution: “Keep corporate or ownership updated.” That reminds me of Jack Ma’s advice about the Beijing government. “Love the government,” he counseled, “Don’t marry them.”
Don’t Forget the Residents
Although he also doesn’t mention those hidden gems of competency among the residents, it’s obvious that he respects the residents in a way that can seem obscure to those who have little real contact with residents. My sense is that it’s common to think of most residents as being like those poor souls ending their lives in skilled nursing or high acuity assisted living. Mr. Williams takes it for granted that that’s not most residents.
On page 263, Mr. Williams makes a point that really resonated with me as a resident. He writes, “If you’re serious about growth, stability, and standing out, technology isn’t a sideline. It’s the main event.” Residents expect cutting-edge technology. They may not be comfortable with using it fully themselves, though more and more residents seem more tech-savvy than many who have IT in their corporate titles. Still, residents expect to have the same benefits from automation as those that benefit everyone else.
Doing More with What’s There
That brings me to the takeaways that I gleaned from this important contribution to the industry’s literature shelf. Mr. Williams takes it for granted that executive directors are the key fulcrum that makes a senior community either succeed or fail. That said, he’s not advocating visionary change in this book. He’s just suggesting that the industry turn its attention toward doing more with what’s obvious.
To better understand the industry in which you work, settle down this weekend for a good read with Dan Williams, “Turnaround,” and then start on Monday to put it to good use. In addition to the book, there’s a wealth of helpful resources at https://dandwilliams.com. I confess that when I first saw that URL, all I could think was “Dandy Williams.” This book is a “dandy,” though for some it may be a “doozy.”

The Leap Nobody Talks About

By Steve Moran
Narcissism. Humility. And the distance between good leadership and great leadership.
If you are a true narcissist, someone who has to be right all the time, no matter what; if the people you lead exist primarily to confirm how great, how right you are; if you are constantly amazing at how stupid and incompetent others are …
This article is not for you!
Seriously. Stop reading.
I don’t want you to read this because I’m afraid you will try to use the rest of the content to manipulate and hurt your team. Though maybe I shouldn’t be that afraid, because IT WON’T WORK!
Continue reading on Practical Passionate Leadership (Substack) for free.

Why Boomers Won’t Move to Your Building

By Rebecca Wiessmann
This article is based on a conversation with Bill Pettit, co-founder of Black Dog Capital Advisors.
Bill Pettit has built senior living communities for three decades, and he says the biggest mistake the industry is making is simple: “We keep building in places nobody wants to live.”
The Age-in-Place Reality
“Boomers want to age where they live, not in some age-segregated development forty minutes from everything they know, but in the actual communities they’ve been part of for decades. They’re not looking to relocate to a campus, no matter how nice the amenities are,” Pettit explains.
This preference fundamentally challenges how the industry has done business. Historically, operators built large campuses in suburban or exurban locations where land is cheap. They offered amenities and services and assumed that would compensate for removing seniors from their neighborhoods, shopping areas, cultural institutions, and social networks they’d spent decades building.
Turns out? It doesn’t compute, at least not for boomers.
Urban Integration, Not Isolation
The implication is clear: senior living must become more urban, more integrated into existing neighborhoods, and more connected to the broader community. This raises land costs and creates development challenges, but it aligns with what boomers actually want — and are willing to pay for.
For developers and operators, this means completely rethinking site selection, building scale, and community programming. Rather than creating self-contained worlds, successful developments will serve as anchors within multigenerational neighborhoods where seniors can maintain connections across age groups and continue participating in the civic life they’ve always known.
This isn’t just about convenience — it’s about identity. Boomers built their lives in these communities. They know the shopkeepers, they volunteer at the library, they have their favorite coffee shop. “We’re asking them to give all that up to move somewhere ‘more appropriate’? Good luck with that,” says Pettit.
The Transition Period
Pettit doesn’t sugarcoat the challenge: the industry faces a difficult period ahead. New supply is restricted by inflation, high interest rates, and elevated construction costs. He estimates a challenging 24-36 month window before market conditions stabilize.
During this transition, opportunities will emerge for those positioned to capitalize. Distressed properties struggling with post-COVID challenges will need strategic repositioning. Financing pressures will create acquisition opportunities. And operators willing to experiment with new models will gain first-mover advantages as the boomer wave intensifies.
But the larger question is whether the industry will embrace change quickly enough. Boomers won’t wait for operators to figure it out. They’ll either force the industry to adapt or create alternative solutions outside traditional senior living altogether.
What Success Looks Like
Through Black Dog Capital Advisors, Pettit is raising capital for active adult developments that embody these principles. They’re community-focused, choice-driven, technology-enabled, and above all, accessible to middle-income seniors who represent the vast majority of the market.
But whether his specific model succeeds isn’t the point, Pettit argues. “The point is that baby boomers will transform senior living just as they’ve transformed every other institution they’ve encountered. The only question is whether we’ll transform with them or be transformed by them.”
The communities that thrive will be those that recognize boomers don’t see themselves as old, don’t want to be segregated by age, expect hospitality-focused environments without medicalization, demand choice and flexibility, and insist on affordability that makes senior living accessible to middle-income Americans.
Why He’s Still Optimistic
Despite everything he’s said about how hard this transition will be, Pettit remains deeply optimistic about senior living’s future. America is aging, and the need for housing and community solutions for seniors will only intensify. The demographic wave is undeniable.
“There’s going to be more money and more profitable returns to capital in the next five to ten years than we’ve seen to date. But capturing this opportunity requires humility and willingness to question long-held assumptions,” he says.
It means recognizing that what worked for the Silent Generation won’t work for boomers. It means building in the places people actually want to live, even when it’s harder and more expensive. It means solving for affordability rather than accepting the industry can only serve the affluent.
“For operators, developers, and investors willing to embrace change, the opportunity is immense. For those clinging to outdated models, the next decade will be unforgiving,” Pettit warns.
“The greatest returns don’t come from perfecting yesterday’s solutions. They come from having the courage to reimagine what’s possible tomorrow. And tomorrow is going to look a lot different than today — whether we’re ready or not.”

Affiliating With the Village Movement

By Jack Cumming
Senior living communities generally give as much attention to marketing as they do to how best to support their residents. The emerging village movement offers a way to boost both marketing and the resident experience. It starts with a story, which you can access by clicking here.
Villages Are Popular
Imagine benefiting from a rapidly growing movement to improve your occupancy and your reputation for resident empowerment. By providing an overlap between those of your residents who might join a village and those in your surrounding community who may be future residents, it becomes natural for people to move from village activities to residential living as they age and their needs change.
For now, many life plan community (CCRC) operators see villages as an emerging competitor that encourages people to age in place without moving to a care community. That may be true for a younger subset of those eligible for residence, but it’s reminiscent of a time in the 1950s when the movie industry saw television as an emerging threat. More currently, conventional cable and television content providers see streaming as a threat.
Turning Threat into Opportunity
The truth is that television was a threat to the preexisting movie industry, streaming is a threat to conventional television, and villages are a threat to communal residences’ appeal to younger eligibles. It’s not uncommon for established interests to feel threatened by innovation when the wiser course is to see innovation as opportunity.
A threat is best when embraced and dealt with, rather than when the change is denied, leading toward obsolescence. Some people still go to the movies, but many now enjoy watching a movie in their home theater setting. That analogy applies to senior living as well. The village movement need not be a threat to senior living.
How might embracing the village as opportunity work in practice? First is to realize that emerging villages present more opportunities than they do threats. Then, a CCRC strategy might be to adopt a local grassroots village and to nurture it into a plus for the CCRC. Villages have many needs — automating administration, providing meeting places, events, and activities — which can readily fall within the purview of an open CCRC community.
Making Transitions Seamless
A better way to think of villages is as an adjunct to a waiting list. You may already have an empowered membership waiting list. For instance, you may offer future residents membership benefits. Those on the waiting list who want affiliation benefits pay a fee and receive many of the benefits generally associated with a closely affiliated continuing care at home program.
Having a sponsored village brings you into association with those grassroots members who are hoping to age permanently in their long-term home. In short, you can support the prevailing wish among younger oldsters to age where they live, while also offering an option for when that dream is no longer feasible. If handled with delicacy and without paternalism or control, it can be a win-win both for the community and the senior housing enterprise.
Relinquish Control to Co-Governance
This last is a key observation. Obviously, many members in a grassroots organization, like most villages, choose that alternative not only for the benefits but also to avoid the loss of agency that can come with institutionalization. This has proved a stumbling block for the CCRC industry as a whole, and it is even more pronounced among those oldsters who choose a village experience.
While the need for old-age services will logically correlate closely with the needs of the boomer generation, the delivery of those services may shift from central control toward a more participatory model. What that might look like has been a particular interest of mine, and I will continue to write about that in other articles. In the meantime, forward-looking senior living industry leaders will be watching closely the growing village movement and thinking of how they can embrace that trend.

Learned the Hard Way

By Steve Moran
We have all had the experience of doing something that seemed like a good idea at the time and turned out to be a total disaster. An experience that Mark Twain describes like this: “There are some lessons you can learn carrying a cat by the tail that you can’t learn any other way.”
You are reading and recalling right …
Something in your past, maybe your first real job, maybe a project that blew up spectacularly, maybe a moment you still cringe about at 2 am. And yet, while it may have taken some time, you learned some important lessons from it … taking years off your learning curve. Something nobody taught you in a classroom.
And here’s the thing that bothers me about most teams: that knowledge is just sitting there. Locked inside individual people. Going nowhere.
Teams get stuck. Not because they lack talent. Not because they lack resources. They get stuck because they keep bumping into the same walls that everyone around them already figured out how to get over — they just never said so out loud.
This exercise will help unlock that wisdom for the entire team.
Continue Reading on Practical Passionate Leadership (Substack) …

Why We Matter

By Jack Cumming
An article on Medium made me cry. It also made me want to celebrate all those who are there for us as our lives draw to a close. The article was written by Carole Olsen and titled “My Sister Has Opted to Go into Hospice.”

Carole explains, “The rehab that she is in says she is not ready for hospice. What qualifies a person for it? Thank heavens she is not in pain. She can’t eat and is not hungry. She doesn’t want a feeding tube to prolong her life. Her only form of nourishment is sipping thickened juices with a spoon.”

There’s anxiety, reality, and caring in that short statement. Logically, we know that the dying person’s choices are sensible. Emotionally, we want her to recover and stay with us forever. Realistically, rehab may not care. Death and dying are too common. “She is not ready for hospice.” We want to shout, “For heaven’s sake, have a heart.”
Reality, though, is not realistic. We’re born, we thrive, we love, we live, and then we fade. Individually, we are small, but together we are more. We are humankind, the resilient spirit that has made this planet our home.
Carole’s sister is not in pain. What a blessing that can be. Anything we can do to relieve human suffering is a worthy cause. Service in senior living, whether as a med minder, caregiver, or mogul, is worthy. You are making a better world.
Carole’s sister’s transition is not what we hope for. My friend, John Uhlig, hoped to make it to 100. And he almost did. He was a pastor, comforting others right up to his final days. As the end drew near, John was in skilled nursing with his son sitting by his side. On the night in which he perished, something awakened the son, and he felt his father’s pulse.
The pulse was there. The son’s hopes rose. Then, slowly, as if the time had come, John’s son felt his pulse slow until it was gone. With that, his father’s spirit passed into the hereafter.

John Donne saw truth and wrote, “And therefore never send to know for whom the bell tolls; It tolls for thee.”

May your life be filled with love, and may the comfort and joy that you bring to others stay and abide with you in your time of need and transition.

Companies Don’t Have Visions, Leaders Do

By Steve Moran
This article started with a single idea borrowed from Jon Gordon’s book “The Energy Bus“:

If you don’t clearly communicate your vision for your team, for your organization, no one will want to travel with you.

Simple sentence. Huge implication. But it didn’t quite click. After a bunch of false starts, this is where I landed:
Companies don’t have visions, leaders do.
You might be thinking, “Wait a minute, my organization has a mission statement and maybe even a vision statement.”
My response: “So what?”
Continue reading on Practical Passionate Leadership (Substack) for free.

Urgency, Emotion, and One Bad Click: A Practical Cyber Safety Talk

By Rebecca Wiessmann
In this Tech Tuesday livestream, Steve’s chair is temporarily filled by guest host Kent Mulkey, who opens with a simple reality: senior living leaders are losing sleep over scams, and for good reason.
Kent is filling in while Steve travels to CES in Las Vegas, and he uses the time wisely — bringing in Macaulee Cassaday, Program Director at Cyber-Seniors, to talk about what’s changed, what hasn’t, and what communities can do that’s practical, human, and repeatable.
Cyber-Seniors, Macaulee explains, started as a high school community service project in Toronto: two sisters teaching older adults how to use technology. It grew into a documentary, then a nonprofit, and now an international effort built around an intergenerational model — young people and older adults learning together to bridge the digital divide. But the conversation quickly shifts from “How do I use this device?” to the tougher question: How do we stay safe once we’re connected?
The Scam Landscape Is Getting Smarter
Back in 2010, in the early “computer lab” era, the gap looked different. Many older adults didn’t have laptops. Smartphones weren’t the everyday tool they are now. Teaching was about basics: email, Skype, and simple social media.
Scams existed then, but they were often blunt instruments — big promises, clumsy grammar, obvious red flags. The “Nigerian prince” email is practically a punchline.
Now, Macaulee says, the landscape is more convincing and more dangerous. Phishing attempts are polished. Language is cleaner. Grammar isn’t the giveaway anymore — because scammers can use tools (including AI language models) to produce messages that look legitimate. And the impersonation is more serious: banks, government agencies, PayPal, social platforms — institutions people are trained to trust.
The result is a shift senior living teams feel every day: residents are more connected, which is a good thing … and also exactly what makes them reachable.
How Scams Actually Work: Patterns Beat “Scam Stories”
Macaulee breaks down the big categories without turning it into a cybersecurity lecture:

Viruses/malware: the “you have to download it” threat — unsafe websites, untrusted downloads, sketchy attachments. Sometimes it steals data, sometimes it locks files, sometimes it just gums up the device and ruins your day.
Password attacks: weak passwords that are easy to guess or leaked passwords from a hacked company. The real danger accelerates when people reuse the same password everywhere.
Phishing (the biggest day-to-day threat): emails, texts, and calls that impersonate a trusted source and try to get you to hand over information.

But the most useful part of Macaulee’s explanation isn’t the list — it’s the emphasis on the pattern.
Yes, knowing common scams helps (“package delivery,” “grandparent,” “bank alert,” “social media lockout”). But if teams only memorize scam types, they’ll always be playing catch-up. The better defense is learning what stays consistent across almost every fraud attempt:

Urgency (“Act now or your account will be shut down.”)
Emotion (fear, excitement, pressure, embarrassment)
A convenient link (that is not actually the real website)

Macaulee’s example is painfully familiar: a “PayPal” email warning of suspicious activity, a link to “log in immediately,” and a fake site designed to look like the real one. The victim doesn’t “get hacked” by magic. They’re nudged — emotionally — into handing over credentials.
The scams aren’t always dramatic, either. Sometimes the ask feels mundane: date of birth, home address, email, “just confirm this.” But paired with other details scavenged online, those small data points become the ingredients for identity theft, account takeovers, or highly believable impersonations.
Why Older Adults Get Targeted: Perception, Trust, and Money
Kent asks the question everyone asks: Why seniors?
Macaulee offers three big drivers:

The perception of lower tech fluency (even as that’s changing).
A tendency to be more trusting (scammers believe they can exploit that).
Accumulated wealth — the assumption that older adults may have retirement savings and accessible funds.

It’s not flattering, but it’s the logic criminals use. And it’s why senior living can’t treat this as an occasional inconvenience. It’s a persistent threat vector aimed directly at the people communities serve.
What Staff Can Notice Without “Spying” on Residents
The most actionable section of the conversation is about what senior living staff can do — without turning into device police.
Macaulee points first to education and normalization: communities should be talking about platforms residents use (email, texts, social media), because different platforms come with different risks. She suggests simple, preventive moves that fit daily life:

Encourage residents to save contacts and be cautious with unknown numbers/emails
Help residents lock down privacy settings on social platforms
Discourage accepting friend requests from people they don’t know
Make security “part of setup,” not an afterthought (strong passwords, privacy defaults)

Then she shifts to behavioral indicators that might suggest someone is already in the middle of something:

Increasing isolation (both a risk factor and a symptom)
Stress, depression, or withdrawal
Sudden secrecy around devices or communications
A new “relationship” that becomes consuming, especially in romance scams

She’s careful about autonomy — residents should live their lives. But communities can create a culture where staff casually ask the kinds of questions that keep doors open: What do you like doing online? Who are you talking with? What apps have you been enjoying? When done with warmth, those questions aren’t interrogation. They’re relationship.
Oversharing: The “It Seems Harmless” Trap
Kent presses on social media oversharing, and Macaulee makes it concrete: the issue isn’t “don’t post.” It’s “don’t post publicly what you wouldn’t share with a stranger.”
The sneaky part is how harmless details can become dangerous. Security questions often involve personal history — where you met your spouse, names of family members, hometown streets. If those details are posted openly, they’re essentially answers to password-reset prompts.
Tagging full names of family members, sharing grandkids’ names, posting lots of identifiable details — those can feed “grandparent scam” impersonations and targeted fraud attempts.
Her best advice is both simple and surprisingly hard to enforce: make profiles secure first (privacy settings), and then share with people you actually know and trust.
Don’t Act Like It’s “A Senior Problem”
Kent notes that families often hesitate to bring this up because it can sound infantilizing. Macaulee’s counter is refreshing: start with empathy and a shared reality.
Everyone gets scam texts. Everyone gets trick emails. Even Macaulee — someone who lives in this space — has to pause, google a link, and verify whether a message is real.
And then she drops the line that flips the emotional dynamic: young people may be more likely to fall for online scams than older adults. That’s not a dig at younger folks — it’s a reminder that “digital native” doesn’t mean “digitally literate.”
The goal is a peer-to-peer conversation: We’re all being targeted. Let’s compare notes. What are you seeing? What do you do when you’re not sure?
What Communities Often Overlook: Confidence and Agency
When asked what senior living is missing, Macaulee doesn’t say “more software” or “more controls.” She says confidence.
If communities only “do it for residents” — set everything up, manage everything, handle all the tech — residents don’t build the muscle to protect themselves. Safety improves when older adults keep their agency and learn the how and why behind the steps.
Her model is coaching, not rescuing: sit beside them, guide them, but let them do the work — set the password, adjust privacy settings, learn the patterns.
And her final advice is quietly profound: alongside education, stay connected in real life. Fraud thrives in isolation. People who have trusted humans to call — before they click, before they send money, before they respond — are safer. Offline community is still one of the strongest anti-scam defenses available.

Valuable Interfacing

By Jack Cumming
Not long ago, I attended the Interface Seniors Housing West Conference, produced by France Media. With one exception, the format is a series of five- or six-person panels on topics primarily related to the financing and development of senior housing projects. Between each panel, there is a networking break, and the producer ensures that attendees are well fed and tended as they engage with each other.
ValuePLUS Roundtables
The one exception alluded to above is what Interface calls ValuePLUS Roundtables. This can be the most engaging part of the event. For this conference, there were eleven tables with topics ranging from marketing to strategy to capital raising to workforce issues. I started at a table labeled “Third Party Management” but quickly moved to an adjacent table, “Lifestyle That’s Attractive to Next Generation of Seniors” with an architectural focus. That proved to be a learning experience.
The “facilitator/architect” allowed the discussion to evolve naturally. It began with everyone introducing themselves and explaining why they were at the conference. That started as a selling round, but that didn’t last. Soon, and this was significant, it became a focus group on what the attendees would want for their parents now and for themselves when the time comes “for that.”
What Do People Want?
It’s not surprising that people working in the industry, especially those now approaching their own retirement, are thinking about the old-age residential experience to which their careers have been dedicated. Each person had very specific individual things that matter to them. For one person, that means healthy living, with healthy eating, top-flight fitness, engaging intellectual fare, and the like.
As a person who has spent many years aging in a CCRC, I couldn’t help but think that the good health emphasis may be more aspirational than realistic. Unexpected, but inevitable, health issues can detract from that vision of an energetic, vigorous dedication to longevity and health span. Still, marketing might benefit from a health zone with spa dining and much more. Usually, operators ask sales staff to sell without asking them what might be changed to make the product more attractive.
The Peter Pan Effect
The lyrics to a song in the Peter Pan musical famously declare, “If growing up means it would be beneath my dignity to climb a tree, I’ll never grow up, never grow up, never grow up. Not me!” That applies as well to people on the threshold of old age. “I’ll never grow frail, never grow frail, never grow frail. Not me!”
Although people may say they are moving in to be treated with respect and care as they age, most people at move-in are still hoping that they will beat the aging realities. The hope is that they can live healthy, vital lives for as long as they can imagine. That perception is particularly important for new communities during initial fill-up.
If you want to attract younger, active people, what they want is different from what they will be happy with later as old age overtakes them. For instance, where I live, at one time we had a SwimEx and a sauna. The sauna is now a storage room, and the SwimEx is no longer in operation.
When I moved in nearly twenty years ago, early fill-up residents all spoke of how those amenities differentiated the community from others. Almost all of those early residents have now gone to green pastures, and we have a lively set of new residents. The new residents don’t miss what they never had.
How Do Visiting Family Feel?
At the Interface Conference, an interesting insight was shared by a daughter whose parents had recently decided to move into an assisted living community. Her father is in decline, but he loves now to sit in the lobby watching the world pass by. The community was chosen primarily for its proximity to the home they gave up. What sealed the deal was that they could have a view apartment and the living space they felt they needed: two bedrooms, and a bit more.
One clear takeaway is that everyone, after thinking about it, agreed with me that the age restriction that defines the “senior” in senior housing is a net negative. The daughter told of staying in the guest room at her parents’ new home and feeling out of place in a way she never had in the guest room in their former home.
Ultimate Retirement or A Home to Love
Since I was the old man at the table and a resident, my tablemates were deferential but saw themselves as decidedly different from a person born, as I was, in 1936. Remember that the initial focus was architecture. I brought up the desirability of having shared office space, perhaps for a fee, for the increasing number of prospective residents who plan to continue working.
My impression is that, for now, both the existing residents and those who market to them, view senior housing as the ultimate retirement. You’ll hear people say, “I don’t have to lift a finger. Everything is done for me.” Moreover, most residents don’t want to be active in governance. They came there to “retire,” and they are determined to do just that. Marketing and management cater to that perception.
It’s Not for Dynamic People
What’s likely, and what I’ve experienced with several friends who were thinking of senior housing, is that those who expect to work or stay active in other ways sense that lethargic life and decide that it’s not for them. That was clear at our roundtable. Most loved the idea of mutual congregate living if it were designed for people like them.
The enthusiasm for thinking of what they themselves would want was so animated and so lively that one could scarcely get a word in. Listening to the eager conversation at our table made me realize how disconnected the industry is from its potential.
The opportunity may be more in general-market multi-family housing with age-supportive characteristics than it is in betting on a generation of baby boomers who are now entering their 80s and who will be gone in a matter of decades, leaving a housing glut and a dearth of prospects behind. Change is coming, but it’s unlikely to be what most insiders expect.

The Weirdness of Getting Old

By Steve Moran
If you are lucky, one day you too will grow old. I know it’s obvious I am telling you something you already know … but no one told me, and no one talks about how weird it is.
The World Sees You Differently (and rightly so, mostly)
Some examples …

Recently at CES in Las Vegas, I rode the conference bus from one venue to another. I was the last one on the bus that was “standing room only.” Immediately after boarding, several younger folks jumped out of their seats to allow the old guy to sit.
Leaving Las Vegas, when I got to my departure gate, there was a guy sitting in the designated handicapped seats, and he immediately jumped up, offering me his (no judgment about him sitting there since there were lots of empty seats). It was a very kind gesture.
As I walked the show, I was not as interesting to people because of my age, even in the age-tech area. Not exactly discrimination — it was simply that I looked different from them, different than the people they primarily interact with.
And embarrassingly, I am not immune to this thinking. I did an interview with a guy who has some really interesting technology and who is older than I am (I think, since I didn’t ask). I realized that my first impression reaction carried its own set of prejudices.

The Differences are Real
It is easy to pretend that older people are just like younger people, but in aging bodies. Something many anti-ageism crusaders want you to believe. It is simply not true. As we age, we change; we are different, and not in trivial ways:

I once loved sitting on the floor; no more. I had lunch at CES. There was no place to sit except on the floor. I made it work, but it was uncomfortable. Getting up was awkward and ugly.
There are things I once loved doing that I am blasé about, amusement park rides being a good example.
I listen to conversations about relationships, families, and kids, and think, “Been there, done that.” I was once there, but no more.
I used to cringe with embarrassment at how older people spend so much time talking about frailties, medical conditions, treatments, and doctors’ appointments. Now I find myself doing that exact thing with my friends.
With the sale of Foresight to ProCareHR, I have some insight and input about growth plans and find myself thinking … I would love to tackle that, or I want to get involved.  I then realize my time is coming to an end. One day, not that far in the future, I will attend my last conference, write my last blog, contribute one last idea. (That sounds more maudlin than I intend it to be. I still have some big future plans and dreams, and I still have a few more years.) But the reality is that I will not be a part of Procare or Foresight in 5 or 10 years. 

The Gift of Perspective
I am not offended or upset. I don’t feel discriminated against or picked on. I am profoundly grateful that I am in good health and that I am still contributing and making a difference. The alternatives are much worse.
Each day I wake up excited about the possibilities. I have a much healthier outlook on life. My life is as complex as it has ever been, but it is a complexity that is mostly of my own making. Much of the complexity comes from decisions I made, and I own it all.
The Last Day
And one day … I will take my last breath, and when that happens, I will know …

In at least a small way, I made the world better.
I loved and was loved.

The last words I want to breathe are these:
To my family: “I love you with my entire heart.”
To the world: “What an amazing ride.”

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