What’s Next Boomer Business Summit Program

Hyatt Regency, Chicago, IL

Gold Level (West Tower) – Regency Ballroom

Thursday, March 23, 2017

8:00 A.M. – 6:00 P.M.

7:15 am

REGISTRATION OPENS

Continental Breakfast

7:30 am – 6:00 pm

TABLE TOP EXHIBITS

8:00 am – 8:45 am

BREAKOUT SESSION 1:

CREATE, CO-CREATE OR CURATE: THE ROLE OF CONTENT IN YOUR MARKETING MIX

Get a hands-on perspective on the power and uses of content for creating conversations and community for new brands. Learn how content and social platforms are leveling the playing field for young companies. Hear case studies from successful companies, and learn how engagement is evolving across platforms. Understand how podcasting and video are important to your content mix, and how your blog and email campaigns support brand and retention goals. 

Moderator: Julie Halpert, Freelance Journalist and Author, Newsweek, The New York Times, The Huffington Post, etc.

Elisa Camahort Page, Chief Community Officer, SheKnows Media

Kevin O’Brien, Senior Account Manager – Google Government and Advocacy, Google

Susan Donley, Digital Media Publisher and Managing Director, Next Avenue

THE POWER OF BOOMER WOMEN & ENTREPRENEURSHIP IN THE LONGEVITY ECONOMY

Learn why now is the time to start your business in the longevity economy. Hear stories from success women in the business on how set up your company, find funding, design a scalable business model and make smart decisions about building your team. Understand the importance of technology in meeting market requirements, and how to pick the right partners to grow the business. See why women are uniquely qualified to balance the start-up lifestyle.

ANALYST AND ENTREPRENEUR RESEARCH - TRENDS DRIVING THE LONGEVITY MARKETPLACE IN HEALTH AND WEALTH

Analysts will discuss the latest data and insights about health, wellness, fitness, money management and retirement planning. What does the data show about chronic disease management and fitness trends? What are the places where boomers and beyond are making bets to financially secure their future and that of their children and grandchildren? Boomers are ready to adopt new brands. Who will emerge as a player in the years 2017 – 2020 and beyond? What role does technology and cloud based services play? The changes and shifts are staggering

Moderator:  Kerry Hannon, Columnist, Editor, & Writer, The New York Times, Forbes, Money, U.S. News & World Report, and USA Today

Steve French, Managing Partner and Owner, NMI

Colin Milner, CEO, International Council on Active Aging

Elizabeth Kelly, Director of Policy, United Income

8:50 am – 9:40 am

BREAKOUT SESSION 2:

TECH-ENABLED HOME CARE -- WHAT IS IT, WHAT SHOULD IT BE?

As the caregiver support ratio worsens, there will be a shortage of in-home care workers — what does it mean?  The Bureau of Labor Statistics has projected both the growing availability of home care jobs and the shortage of people to fill them. Over time,  the care gap will widen as the boomer population ages into their 80’s – and their care needs catch up with them.  During the past two years, the long unchanged home care industry is faced with disruptive startups — each of which is tech-enabled for finding, engaging and managing much-needed home care services. Hear insights from research about tech-enabled home care, with insights and reactions from executives in the home care industry. 

Moderator: Laurie M. Orlov, Founder, Aging in Place Technology Watch

Sherwin Sheik, President & CEO, CareLinx

Ken McCord, Vice President of Operations Services, Comfort Keepers, a Sodexo Brand

Jody Gastfriend, VP, Senior Care, Care.com

LONGEVITY INVESTMENT TRENDS IN THE LONGEVITY MARKETPLACE

You have an idea for the longevity marketplace. You want to know how to raise funding. Get what you need to take the leap and start your own business. Explore what you need to know about who is investing in the longevity marketplace and the investment theses that they are betting on. Learn what you need to have in terms of a business plan and structure, operation plan, marketing and sales plan and team. Find out which corporate and venture investors are funding in this space and the level of funding they are looking to make. Hear from the principals and their recommendations for entrepreneurs. 

 

Moderator: Mary Furlong, CEO, Mary Furlong & Associates

Dan Hermann, Senior Managing Director, Ziegler

John Hopper, Chief Investment Officer, Ziegler Link-Age Longevity Fund, LP

Ryan Engle, Principal, TT Capital Partners (TTCP)

Michael Carroll, Chief Marketing Officer, TripleTree

HOUSING OPTIONS FOR THE LONGEVITY MARKET

The economic status of the Baby Boomers is having an impact on their housing options as they are sandwiched by the demands of financing caregivers for elderly loved ones, helping their adult children navigate the post-recession economy, and providing the extras for their grandchildren.  These thought-leaders explore what’s happening in housing from grey divorce to new homecare models and the changing idea of the continuing care retirement community – now called Life Plan Communities.

 

Moderator: George Yedinak, Publisher & Founder, Senior Housing News, & Executive, Aging Media

Ginna Baik, Strategic Business Development Executive, CDW Healthcare

Michael Skaff, Chief Operating Officer and Privacy Officer, Masons of California

Marc Gaber, VP, Chief Information Officer, LCS

9:45 am – 10:35 am

BREAKOUT SESSION 3:

THE RISE AND REVOLUTION OF TELEHEALTH

Telehealth is the fastest-growing segment of the healthcare industry as patients, providers, payers, employers and legislators recognize the far-reaching ability to provide the solutions necessary to significantly bend the cost curve while materially improving quality of life for patients and their caregivers. Learn the telehealth ecosystem and its complexity. Hear how telehealth can impact senior living and chronic disease management. Ziegler will share its Telehealth Sector Map that deconstructs this ecosystem, and outline the forces driving telehealth adoption.

Moderator: Patrick Crotty, Founder & President, Beatha Group

Adam Heller, Vice President, Ziegler Healthcare Investment Banking

John Lee, Sr. Director, Medicare, Walgreens

Sherri Snelling, Executive Director – Thought Leadership, Keck Medicine of USC

AGING AS A ECONOMIC DEVELOPMENT OPPORTUNITY

According to the book, Where We Live, “one of the most compelling challenges for leaders throughout America is to construct communities that are livable for residents, young, old, and in between.” The US population over 65 will grow to 73 million by 2030. Cities and towns will change with demographics, diversity, and psychographics.” It is at the local level that much of the change is happening with innovative initiatives from the mayoral offices. It is also at the global level where new blueprints are formed. Learn from the top leaders driving this narrative and discover the opportunities for aging at the intersection of business and policy. Learn how businesses, entrepreneurs, corporations, and nonprofit organizations can transform Main Street for the new century. 

Moderator: Christopher Farrell, Senior economics contributor, Marketplace

& Economics commentator, Minnesota Public Radio

Nancy LeaMond, Executive Vice President & Chief Advocacy and Engagement Officer, Communities, States and National Affairs, AARP

Susan Davis, Chairman, Susan Davis International

Sheri Rose, Executive Director, Thrive Center Inc.

9:45 am – 10:35 am

FEATURED SESSION

THE FUTURE OF SENIOR CARE: AT HOME, IN SENIOR LIVING AND IN THE HEALTHCARE SYSTEM

We don’t need a crystal ball to look into the future of senior care – our panel, led by David Inns, CEO of GreatCall, along with leaders in senior living and health care – bring together trends, data and expertise to provide a glimpse into tomorrow. From technology and data to enhanced amenities, managed care, wellness and preventive care and vertical integration between levels of care, the conversation will shine a light on the evolution of this space and the impact, both economic and social.

Moderator: Susan Donley, Digital Media Publisher and Managing Director, Next Avenue

David Inns, CEO, GreatCall, Inc.

Jim Murphy, Vice President, Medicare & Retirement, UnitedHealthcare

Lilly H. Donohue, Chief Executive Officer, Holiday Retirement 

10:40 am – 11:00 am

BREAK

11:00 am – 12:05 pm

GENERAL SESSION

11:00 am – 11:05 am

INTRODUCTION: Bob Blancato, President, Matz, Blancato, & Associates

WELCOME: Mary Furlong, CEO, Mary Furlong & Associates

11:05 am – 11:45 am

FINANCE, TECHNOLOGY AND MEDIA: A CONVERSATION WITH JOE MANSUETO, FOUNDER AND EXECUTIVE CHAIRMAN OF MORNINGSTAR, INC.

Joe Mansueto started Morningstar, Inc. out of his home with an investment of $80,000 when he perceived an opportunity to provide analysis and ratings on the emerging world of mutual funds. Today Morningstar is one of the most successful investment research and management firms in the world, providing data on nearly 540,000 investment offerings along with real-time global market data and investment management services. Through its investment advisory subsidiaries, the company has more than $200 billion in assets under advisement and management.

Mansueto also has branched out into print media, purchasing business magazines Fast Company and Inc. in 2005.

Joe will be interviewed by journalist and author Mark Miller on trends in finance, technology and media relevant to the 50+ market, including the tectonic shift to passive investing, fiduciary-driven holistic financial advice and robo-advice. Joe will also weigh in on the future of print media.

Mark Miller, Publisher & Editor, RetirementRevised

Joe Mansueto, CEO & Executive Chairman, Morningstar

11:45 am – 12:05 pm

THE POLITICAL ECONOMICS OF THE LONGEVITY ECONOMY

The Longevity Economy is viewed as a market opportunity by investors, entrepreneurs and corporations worldwide. Jody Holtzman, SVP, Market Innovation for AARP, was the first to size this market at $7.6 trillion, the third largest economy in the world after the U.S. and China. There is growing investment and entrepreneurial activity in this space. Learn who the players are and what the micro segments are within the market.  Understand the role that government policy plays in shaping health innovation. 

Jody Holtzman, Senior Vice President, Market Innovation, AARP

RESPONDENT: Dan Hermann, Senior Managing Director, Ziegler

12:10 pm

The Magic of Music with Andy Tubman, Co-Founder, Musical Health Technologies

12:10 pm – 1:30 pm

LUNCH WITH THE EXPERTS

This annual networking lunch gives you face-time with authors, analysts, bloggers and experts in the longevity economy. Engage in this small group setting, bring your questions and ideas, and come away with a pocket-full of new connections. Choose your expert when you register so you do not miss your opportunity to learn more from your favorite expert.

  1. Lilian Myers, IBM Industry Academy Aging Initiative – Global Co-Leader, IBMGinna Baik, Senior Care Strategist, CDW Healthcare
  2. Andrew Jeas, Director of Global Brand Strategy, Hasbro, Inc. & Lori Bitter, President & Senior Strategist, The Business of Aging
  3. Jody Holtzman, Senior Vice President, Market Innovation, AARP Margaret Drumheller, Market Innovation Director, AARP
  4. Mary Furlong, CEO, Mary Furlong & Associates & John Hopper, Chief Investment Officer, Ziegler Link-Age Longevity Fund, LP
  5. Julie Halpert, Freelance Journalist and Author, Newsweek, The New York Times, The Huffington Post, etc.
  6. Charlotte Yeh, AARP Services, Inc. & Elena Lipson, Principal and Founder, Mosaic Growth Partners
  7. Jim Murphy, Vice President, Medicare & Retirement, UnitedHealthcare & Cheri Geraffo, National Account Director, UnitedHealthcare
  8. David Weigelt, Vice President of Innovation, Home Instead Senior Care & Laurie Orlov, Aging in Place Technology Watch
  9. Richard Eisenberg, Senior Web Editor of the Money & Security and Work & Purpose, Next Avenue & Managing Editor, PBS
  10. John Lee, Sr. Director, Medicare, Walgreens
  11. David Inns, CEO, GreatCall, Inc.
  12. Sally Abrahms, Writer and Blogger on Aging and Boomers for AARP, GreatCall, Next Avenue
  13. Joe Mansueto, Founder & Executive Chairman, Morningstar  & Mark Miller, Publisher & Editor, RetirementRevised
  14. Louis Tenenbaum, Writer on Policy, Investment, Aging Society & Brad Winick, Planning & Aging Consultant
  15. Jeff Williams, Chief Coach, Bizstarters.com
  16. Justin Lin, Founder & CEO, Envoy
  17. Susan Donley, Digital Media Publisher and Managing Director, Next Avenue
  18. Helen Dennis, Writer, Reporter & Co-Author of Project Renewment: The First Retirement Model for Career Women
  19. Dan Hermann, Senior Managing Director, Ziegle
  20. Howard Tischler, Founder & CEO, EverSafe
  21. Mike Kennedy, President, Your Future Imagined Coaching
  22. Steve French, Managing Partner and Owner, NMI & Neha Shah, Manager, Retail Health and Wellness, Johnson & Johnson
  23. Eugene Park, Principal, Hughes & Company
  24. George Yedinak, Publisher & Founder, Senior Housing News, & Executive, Aging Media

1:15 pm – 1:30 pm

WINNING: SUPER BOWLS AND SUPER YOU

Jeff Zimman, Chairman, Posit Science Corporation

 

1:30 pm – 2:00 pm

BREAK

2:00 pm – 2:45 pm

The Elements: A Trio of Talks:

ENLARGING OUR TENT – THE POWER OF BUILDING CAPACITY

Whether it’s time, energy, motivation or money, it is important to understand the obstacles that inhibit people, governments and companies from realizing their goals. This is critically important as we face the challenges of an aging world. In these TED-style talks, these speakers will share their unique perspectives on the element of capacity.

INTRODUCTION: Lori Bitter, Marketing & Development Consultant, Speaker, & Author, The Business of Aging

ELEMENT 1- INCREASING OUR CAPACITY TO CARE

Increasing the World’s Capacity to Care is a manifesto on the “power of the other” in senior care. In this presentation you’ll be challenged to consider how love may be the most scalable and business-viable solution to our industry’s self-proclaimed caregiver shortage. New in his role as head of innovation for Home Instead Senior Care, come hear how David and his team are rethinking what it means to solve what many call the biggest “crisis” facing our generation.

David Weigelt, Vice President of Innovation, Home Instead Senior Care

ELEMENT 2 – Technology, The Brain and The Future of Engagement

Much has been made about the relationship between the aging brain and technology, but what does the science really say about our ability to focus, learn, engage and interact with the world when technology is always-on? What unique aspects of the boomer brain are challenged by new technologies, and how do tech-based addictions uniquely affect the aging population.

Gabe Zichermann, CEO, Onward

ELEMENT 3 – SHAPING OUR CAPACITY TO TOUCH

Demographic shifts and changing policies may spell a future when developed nations see shrinking revenue to fund services for ever-larger aging populations raising the spectre of the ‘naked citizen’. But even now, the private sector is stepping in with high-touch, tech-enabled services based on existing trust relationships already established with their aging customers for individuals who want to remain active and engaged at home. Public sector health and social services may be the unwitting beneficiaries. 

Lilian Myers, IBM Industry Academy Aging Initiative – Global Co-Leader, IBM

2:50 pm – 3:40 pm

BREAKOUT SESSION 4:

THE WHAT’S NEXT PITCH FOR DISTRIBUTION

Back by popular demand, a select group of entrepreneurs will pitch investors and distribution partners for feedback and potential deals. The session will begin with Investors and partners discussing what they look for in partners, what trends that will dominate the longevity market in the coming year. Perspective companies must have annual revenue greater than $1 million. For pitching opportunities, email Allison Kluh, akluh@susandavis.com by February 1st. *Open to registered conference attendees only.

Moderator: Jeff Makowka, Director, Market Innovation, AARP

JUDGES:

Tamara Jurgenson, A2Chicago Chapter Ambassador, Aging2.0

Ginna Baik, Strategic Business Development Executive, CDW Healthcare

Marc Gaber, VP, Chief Information Officer, LCS

Katie Roper, Vice President of Advertiser Sales and Marketing, Caring.com

Jennifer Draklellis, Senior Director of Innovation and Business Development, UnitedHealthcare Medicare & Retirement, UnitedHealthcare

Dave Austin, Managing Director, Influent50, An AARP Services Agency

Kelly Lindstrom, VP, Engagement & Innovation, Vitality Senior Living

Christopher Jobes, Director, Health & Wellness, Johnson & Johnson

PITCHING COMPANIES:

  1. Robert O. Wray, Jr., Rear Admiral, US Navy (ret), Chief Executive Officer, BlueStar HonorCare
  2. Nick Desai, CEO & Co-Founder, Heal, Inc.
  3. Dore Hainer, Partner/CEO, CCD Innovation Inc.

DIGITAL STRATEGY AND COMMERCE – SELLING PRODUCTS & SERVICES IN MATURE MARKETS

From search to social selling to understanding how data and analytics are driving acquisition and retention strategies, hear from these experts on how the sales process continues to evolve and what is driving older consumers and caregivers to buy. Learn what is new, what continues to work, and what has changed as these consumers embrace mobile platforms and inform the marketing strategies of companies in an increasingly crowded marketplace.  

Moderator: Eric Taub, Writer, Technology and Business, New York Times

Andrew Jeas, Director of Global Brand Strategy, Hasbro, Inc.

Wayne Duan, Director of Digital Commerce, Walgreens

Dave Austin, Managing Director, Influent50, An AARP Services Agency

NEW FRONTIERS IN ENGAGEMENT IN HEALTHCARE: PATIENTS, CUSTOMERS AND FAMILY CAREGIVERS

Consumer engagement in healthcare continues to be a hot topic.  Despite its popularity, health systems, health plans and other stakeholders have been challenged to deliver solutions that meaningfully engage patients and caregivers and improve outcomes.

This panel will explore how leading non-profits, consumer advocacy organizations, and retail and consumer packaged good companies are working to put older adults and their caregivers at the center of their business.  We will hear from each panelist to learn how they are leveraging technology to advance consumer engagement and the most innovative initiatives they are pursuing to improve outcomes for patients and caregivers.

Moderator: Elena Lipson, Principal and Founder, Mosaic Growth Partners

Charlotte Yeh, Chief Medical Officer, AARP Services, Inc.

Jeff Bennett, CEO, Higi

Mary M. Gallagher, Senior Vice President, Chief Marketing Officer, Seniorlink

FUTURE OF FAMILY CAREGIVING: MEETING THE GROWING NEED

Demographics tell us that there will be a growing population of those living longer—and those living longer with disabilities. Alongside of this growing population is the next generation, which is considerably smaller in size, often employed full-time, and challenged to meet the multi-faceted needs of their aging loved ones. This session will address those growing needs that often go unmet, and discuss various strategies for meeting those needs.

 

Moderator: Sherri Snelling, Executive Director – Thought Leadership, Keck Medicine of USC

Neha Shah, Manager, Retail Health and Wellness, Johnson & Johnson

Jim Murphy, Vice President, Medicare & Retirement, UnitedHealthcare

Susan Reinhard, Senior Vice President & Director, Public Policy Institute, AARP

3:40 pm – 4:00 pm

NETWORKING BREAK

4:00 pm – 4:50 pm

BREAKOUT SESSION 5:

THE ON-DEMAND MARKETPLACE FOR SERVICES, HEALTHCARE & HOME

The on-demand economy has exploded. All types of resources are at our fingertips, providing the immediate gratification today’s consumers crave. It is all about the “now” and being transparent in the delivery of the service. Industries as diverse as transportation, care for children and elders, food, and dog-walking have been disrupted by this new business model. In theory, we have created an “assisted living” model for people of every generation. How will older consumers embrace these services to age vitally in their own communities?

 

Moderator: Richard Eisenberg, Senior Web Editor of the Money & Security and Work & Purpose, Next Avenue

Justin Lin, Founder & CEO, Envoy

Daniel Trigub, Healthcare Partnerships, Lyft

Jeff Maltz, CEO & Co-Founder, SilverRide

DIGITAL MARKETING STRATEGY: THE FOCUS ON SEARCH

Two trillion searches are done each year which translates to over 100 billion searches each month. Digital ad spending worldwide reached $171B in 2015 with search ads experiencing 16% growth to $93B in 2016. Search spending is expected to reach $130B in 2019. As more and more older consumers consume media on multiple screens – often simultaneously – understanding the power of search in an integrated media plan is critical. Hear these experts share their point of view on search, its application in the mature consumer market, and how leverage search to increase visibility, engagement, and ROI for your brand. 

Moderator: Lori Bitter, Marketing & Development Consultant, Speaker, & Author, The Business of Aging

Kevin O’Brien, Senior Account Manager – Google Government and Advocacy, Google

Katie Roper, Vice President of Advertiser Sales and Marketing, Caring.com

Josh Iverson, VP of Sponsorship, AMA Boston & Founder/President, iMediaSalesTeam

Sara Timmins, Digital Marketing Strategist, Dreamscape Marketing, LLC

INNOVATION AND THE LATER YEARS OF LIFE

Gain insights and perspective on the many issues families and elders face in the last years of life.  Is the “good death” a buzzword? What is the role of hospice? How does dementia affect preparation for the end of life? How does culture and religion affect planning and choices? Don’t miss this provocative and important panel discussion.

Moderator: Sheri Rose, Executive Director, Thrive Center Inc.

Chris Wong, Chairman & CEO, LifeSite

Jack York, CEO & Co-founder, It’s Never 2 Late (iN2L) 

Mary Haynes, CEO, Nazareth Homes & Sacred Heart Village

SPEED DEALING

We all know the power of networking and building relationships. Most conferences will give you educational sessions to attend, but don’t allow for you to actually come home with qualified leads. Introducing the What’s Next Boomer Business Summit Speed Dealing Session. This will be a chance for industry leaders from both sides of the aisle (industry leaders and entrepreneurs) to meet and determine who they want to do a deal with!

 

Entrepreneurs looking for investors, investors looking for deal flow, and startups looking for distribution- join us for the ultimate speed networking session that will shine the spotlight on the most important brand in the room; yours! Come ready to speak efficiently and SPEEDILY about yourself, your company and the deals you want to make.

This is one session you cannot miss. Only at the Boomer Summit.

Sign up for the What’s Next Speed Dealing session during registration to reserve your spot as space is limited and walk-ins will be turned away.

Organized By:

Meghan Tartell, Co-Founder & COO, Tending, Inc.

Kimmey Hardesty, Co-Founder & CEO, Tending, Inc.

Participants:

Patrick Crotty, Founder & President, Beatha Group

Margaret Drumheller, Market Innovation Director, AARP

Juliet Holt Klinger, MA Senior Director, Dementia Care, Brookdale Senior Living, Inc.

Katie Roper, Vice President of Advertiser Sales and Marketing, Caring.com

Jason Macko, Senior Innovation Specialist, UnitedHealth Group

Barbara Kleger, President, Kleger Associates

Dore Hainer, Partner & CEO, CCD Innovation    

James Riina, Director Strategic Consulting, NMI (Natural Marketing Institute)

Jeff Williams, Chief Coach, Bizstarters.com

Justin Lin, Founder & CEO, Envoy

Ken McCord, Vice President of Operations Services, Comfort Keepers, a Sodexo Brand (INVITED)

Kristin Ewald, Principal, ContentLab Biz    

Maria Siambekos, CEO, Vynca

Patrice Tremor, Principal Consultant, Content Marketing, Demand Generation & Customer Acquisition, ContentLab Biz    

Prab Goriparthi, CEO, Montuno Software

Sophie Schmitt, CEO, Seniosphere Conseil

Clayton Yeko, Senior Care Account Manager, CDW Healthcare

Sherri Snelling, KECK Executive Director – Thought Leadership, Keck Medicine of USC

Skylar Skikos, Principal, Fogdog Ventures

Ryan Engle, Principal, TT Capital Partners (TTCP)

Marissa B. Siebel-Siero, MS., ATC, Co-Founder, IntelliWheels, Inc.

Andy Tubman, Co-Founder of Musical Health Technologies

Clint McClellan, Founder & CEO, Indie Health

Darren Barrowcliff, Vice President, Medical and Telemedicine, Veridian Health Care

Edgar Kalns, Director of Platforms, SRI International

Dr. Jill M. Bjerke, BS, DC, CAPS, Founder & President, Silver Spaces

John Lee, Sr. Director, Medicare, Walgreens

Laura Mitchell, Growth Strategy Advisor & Digital Aging Expert, Laura Mitchell Consulting

Louis Tenenbaum, Writer on Policy, Investment, Aging Society

Madison Mathis, Business Operations Manager, Envoy

Marcia Sena, Executive Director and Founder, Senior Concierge

Sharon Brothers, CEO, Institute for Professional Care Education

Sohail Aslam, Co-Founder & CTO, PayActiv, Inc.

Steve French, Managing Partner and Owner, NMI

Dianne Campbell, Founding Executive Director, Lincoln Park Village

5:00 pm – 6:00 pm

NETWORKING RECEPTION