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2024 Senior Leaders Retreat
Thursday, August 15, 2024, 10:00 AM - 5:30 PM EST
Category: Events


Featuring Diane Burfeindt, renowned aging services strategic advisor with Trilogy Connect

Retreat 10:00am - 4:00pm (including lunch)

Cocktail Reception 4:00 - 5:30pm 

Diane Burfeindt -- Strategic Relationship Presentation Materials

Ziegler State of Senior Living Materials

Ziegler Not-for-Profit Provider Checklist

Attention senior leadership team members and trustees! Are you wondering...
-- Is our historical provision of service the only way to achieve our mission? 
-- Could a partnership help us realize our strategic goals more rapidly, more realistically, or more effectively?

Whether your organization is ambitious about growth, looking to strengthen its value in the marketplace, or concerned about long-term sustainability, this retreat is for you!

Learning Objectives:

  1. Consider the drivers and rationale for strategic relationships and how to assess the current position of your organization.
  2. Learn how to identify and evaluate options, including partnerships, collaborations and affiliations.
  3. Come away with tools to help guide and support generative Board discussions that will lead to action and a proactive path forward.

This program is especially designed for senior leaders. Trustees also welcome! $249 per person, includes both the retreat and cocktail reception.

This program has been approved for Continuing Education for 5 total participant hours by NAB/NCERS—Approval #20250814-5-A105105-IN.

Diane Burfeindt, MBA
Managing Principal, Trilogy Connect
Cogan Station, PA
Diane is a catalyst for positive change in the senior living field and those involved in the longevity economy. With more than 30 years of strategy and leadership experience in aging services, she works with boards and leadership of organizations to develop more generative governance by facilitating opportunities to address critical issues of strategic relationship readiness and evaluation, strategic transformation, integration of affiliated organizations, and collaboration on a strategic vision to align mission, vision, and values within, and between, organizations. Prior to her consulting career, Diane held leadership positions with healthcare and senior living providers, including most recently as the Senior Vice President of Strategy and Innovation for Presbyterian Senior Living in Dillsburg, PA.

Piper Shores is located at 15 Piper Drive, Scarborough, ME 04074. Reception will be an outdoor event, weather permitting. 

*Planning to stay overnight in the area? Contact Lisa Henderson for a discounted option.

Business Partners: Register for the reception HERE. Login required.