Village & Care Sectors At The Crossroads – Will Business Ever be The Same Again

Negative media, accelerating consumer advocacy, escalating government intervention, declining ‘trust’ by customers in the village and care services being offered. All came together in 2017.

Looking forward, every aspect of business will change – marketing, new resident profiles, length of stay, contracts, staffing, operational risk and valuations, to name a few.

New and old operators are investing and new business models are emerging to compete with traditional villages and care.

Take ‘time out’ to learn from 31 executives at the coalface on how they are shap-ing their businesses to succeed and grow.

The LEADERS SUMMIT again presents a unique program of real information you can immediately use plus our famous networking of extended coffee breaks, sit down lunches and hatted dinner.

B O O K N O W ! w w w . l e a d e r s s u m m i t . c o m . a u | E m a i l : h e i d i @ 2 e m . c o m . a u | M o b i l e : 0 4 0 2 4 8 8 1 1 1

LEADERSSUMMIT 2018

15-16 MARCH ◆ HILTON SYDNEY 15-16 MARCH 2018

presents the

OPERATORS | DEVELOPERS | INVESTORS | ADVISORS | SUPPLIERS | CEOs | CFOs | BOARDSSTRATEGISTS | MARKETERS | SALES | OPERATIONS | COMPLIANCE | FINANCIERS | GOVERNMENT

2017SOLDOUT

Platinum Sponsorship

Gold Sponsorship

Bronze Sponsorship

DAY ONE - THURSDAY 15th March 2018

THE VILLAGE & CARE MARKETPLACE Thur 8.30 Christopher Baynes Publisher, DoComeMonday Media Welcome State of the nation: a comprehensive review of the major events and issues across 2017/18.

VILLAGES & CARE Thur 9.15 CONSUMER/MEDIA DISRUPTION Geoff Grady Executive Director & CEO, Aveo Group A review of the intense media spotlight on Aveo, the impact on the group and residents. Q&A: LESSONS TO BE LEARNT Thur 9.35 Professional advocacy groups. The changing consumer. Lessons for aged care.

Morning Tea/Barista Coffee Thurs 10.00

LISTENING TO CUSTOMERS Thur 10.45 Lawrie Robertson, Vice President, RRVV Judy Mayfield, President, ARQRV Monica Gessner, Research Director, AOR What are the drivers behind resident and family discontent. How was that captured in research?

Afternoon Tea/Coffee - Barista Thur 3.25

VILLAGE & CARE SECTOR RESPONSE Thurs 2.35 Alison Quinn, CEO, RetireAustralia President, Retirement Living Council Alison will review the lessons learnt and the strategic response that has been developed by the sector, plus the position of regulators.

Close Thur 5.15

Hatted Restaurant Dinners Thur 6.30

LEADERSSUMMIT 2018

15-16 MARCH ◆ HILTON SYDNEY

presents the

OPERATORS | DEVELOPERS | INVESTORS | ADVISORS | SUPPLIERS | CEOs | CFOs | BOARDS

30 SPEAKERS / 30 PRESENTATIONS

NATIONAL VILLAGE RESIDENT Thur 11.00 SURVEY REPORT Monica Gessner Research Director, AOR Unpacking the results of the villages.com.au/AOR National Resident Survey, completed by 18,000 residents. The research identifies the drivers of today’s customers. Satisfaction. Critical areas for improvement. Villages face urgent repair or significant costly regulation and loss of market penetration. SURVEY DISCUSSION / Q&A Thurs 11.40 Brian Fine, CEO, AOR Implications, short, medium and long-term.

VILLAGE & CARE / GOVERNMENT: Thurs 12.00 John Collyn CEO, Retirement Villages Association NZ A constructive review of the Australian village and care business and regulatory system compared to NZ where the sectors have outstanding consumer, government and financial support.

Seated lunch Thur 12.25

VILLAGE & CARE: Thurs 4.25 TOMORROW’S COMMUNITIES David Lane Group Director Seniors Living, ThomsonAdsett Australia’s international ‘Elders’ architect, David will question the relevance of today’s village and aged care built product for the customer in 2032.

Platinum Sponsorship

Gold Sponsorship

VILLAGE & CARE: THE DETAIL Thurs 2.55 Loretta Byers, Chair, RSL Care (SA), Life Member, Retirement Living Council Alison Quinn, CEO, RetireAustralia, President, Retirement Living Council Ian Yates AM, CEO, COTA Australia Q&A, unpacking the SUMMIT discussion to identify the core challenges and actions required for the sector.

VILLAGE & CARE: NEW MODELS Thurs 4.10 Stephen Bull Group Executive and CEO, Stockland Retirement Stephen will background Stockland’s pioneering Aspire village model, with resident ownership and no DMF, their strategy and vision for the next 10 years.

VILLAGE INNOVATION: Thurs 4.50 HARBORD DIGGERS Dale Hunt, GM Northern Site, Mounties Group Dale has personally driven the creation of the multigenerational village campus in an iconic Australian location, maximising community, while delivering record sales.

MEDIA AND THE CONSUMER: Thurs 1.30 ADVICE FROM THE COALFACE Ray Hadley OAM, Broadcaster, Macquarie Media Ray invests daily in a deep relationship with his audience across over 50 radio markets. His tools are ‘conversations’ and ‘trust’. In this light he will discuss ways forward for the village and care sectors.

VILLAGE CUSTOMERS Thurs 1.55 Kerry Lehman, Partner/Co-founder, Brand Partners With the experience of 300 village developments, Kerry reviews the strongest customer focus group results she has experienced plus her creative responses.

VILLAGE PRODUCT & DEVELOPMENT Thurs 2.15 Mark Bindon Managing Director, Oak Tree Group Mark will detail the core Oak Tree value proposition and management that fuels the ongoing demand for Oak Tree villages. They have built 30 since 2004 now backed by First State Super.

DAY TWO - FRIDAY 16th March 2018

VILLAGE REGULATIONS Fri 9.00 The Hon. Matt Kean MP Minister for Innovation and Better Regulation, NSW GovernmentThe Minister will discuss the retirement village Act in light of his commissioning the Greiner inquiry into retirement villages last October, receiving the report in December.

VILLAGE & CARE: Fri 9.15 PARTNERING WITH GOVERNMENT Ian Yates AM CEO, COTA Australia Working with government to assist it to play a constructive role is a sophisticated challenge. Guidance for the village sector and aged care sectors.

VILLAGE & CARE FINANCE Fri 9.35 Sachin Kumar National Director, Healthcare, Commonwealth Bank A detailed analysis of the funding landscape for aged care, village communities and home care, the drivers and the speed bumps for operators.

HOME CARE: Fri 10.45 PEER 2 PEER CONSUMER SERVICES Simon Lockyer CEO& Co-founder, Five Good Friends With its home care client base and independent contractor workforce accelerating in size, Five Good Friends demonstrates that P2P platforms will be a major service in the home care mix.

RESIDENTIAL AGED CARE: Fri 11.05 ADVICE FROM THE COALFACE Norah Barlow CEO, Estia Health One of NZ’s most highly recognised business people, Norah was a leader in establishing the respect of government and the community in the village and care sector. In Australia with Estia, she has led it out of a period of intense media focus. She will review her business and advice for village and care operators.

HOME CARE: Fri 11.25 EMERGING PRIVATE SERVICE OPTIONS Marcus Darville Managing Partner& CEO, Quadrant Private Equity Following his success building NZ’s Summerset villages with care and Estia in Australia, Marcus will review his 50/50 partnership with NFP St.Ives Home Care and his vision for innovation in home care services, partnerships and competition.

Morning Tea/Coffee - Barista Fri 10.00

VILLAGES, HOME CARE, AGED CARE Fri 8.30 Steve Monroe Partner & Managing Editor, Seniors Care Investor (USA)Live video link with Steve in New York. The leading commentator on the US business of seniors living, he will background the declining penetration of villages, the new home care landscape, why skilled nursing facilities have occupancies in the 80% range with stalling development and why key city authorities are close to doubling the minimum hourly wage.

AGED CARE AND RETIREMENT Fri 11.45 PROPERTY: BUSINESS SNAPSHOT Russell Allison Senior Director, Head of Health Aged Care and Retirement, Knight FrankOn the back of the biggest year for new village and care development, Russell will present a detailed analysis of transactions plus forward predictions of pricing and property trends.

FINISH Fri 3.20

CLOSING REMARKS Fri 3.15

Seated lunch Fri 12.25

LEADERSSUMMIT 2018

15-16 MARCH ◆ HILTON SYDNEY

presents the

STRATEGISTS | MARKETERS | SALES | OPERATIONS | COMPLIANCE | FINANCIERS | GOVERNMENT

INTENSE LEARNING INTENSE NETWORKING

VILLAGE & CARE BUSINESS MODELS: Thurs 1.25 EMERGING ALTERNATIVES Panel led by Robin Lyons Partner, Minter Ellison Discussion: new village and care entrants,backed by financial partners, are demanding alternative business structures to provide consumers choice and their businesses flexibility.

VILLAGE & CARE Fri 1.45 DEVELOPMENT INNOVATION Simon Schrapel CEO Uniting Communities Simon will review the most exciting – and innovative – village and care development in the country, the ‘why’ and ‘how’ of U City, a 19 story prime CBD development including a disability hotel and commercial space.

VILLAGES & HOME CARE: Fri 2.05 THE ROLE OF IT Steven Strange CEO & Co-founder, Health Metrics Health Metrics tools are being taken up by village operators who identify they are providing a care support service with regulatory and customer obligations.

AGED CARE FINANCE: Fri 2.15 REAL STRATEGIES IN PLAY Justin Laboo CEO, Catalyst Health REIT Sector veteran Justin Laboo is successfully introducing REIT funding for property acquisition and development partnerships to NFP and Private RAC and village developments, backed by Sun Super.

AGED CARE WORKFORCE: Fri 2.35 REAL STRATEGIES IN PLAY James Price Managing Director, Mirus Australia The future has arrived with workforce shortages placing individual facilities, home care services and full regions of customers at personal and financial risk. James will review the workforce strategies for their 100+ care clients.

HOME CARE PROVIDER Fri 2.55 PARTNERSHIP & IT INNOVATION Chris Meehan CEO, CarePilotWith 1,000 carers delivering over 70,000 care hours in partnership with approved providers, Chris will explain how CarePilot is cutting an innovative digital path, delivering on the CDC promise for customers and providers.

Bronze Sponsorship

Village & Care Sectors At The Crossroads –

Will Business Ever be The Same AgainBUSINESS FOCUS ON VILLAGE COMMUNITIES, AGED CAREThe LEADERS SUMMIT is a business forum focused on the issues of tomorrow and the strategies being implemented today by leading organisations. The SUMMIT is a collegiate environment where speakers and delegates discuss real challenges and real solutions for their businesses and the sector.

Encompassing retirement villages, residential aged care, land lease communities and home care, delegates will be thoroughly briefed on the seniors accommodation landscape out to 2019.

31 LEADING SPEAKERSAll speakers are operational executives at the Chairman, CEO or Group leadership level. Each delivers a 20 minute, focused and informative presentation on their business and their market. Tight, relevant and actionable information.

EMERGING BUSINESS MODELS SHOWCASED Each year the LEADERS SUMMIT identifies new business models and new business practices that fly under the radar. New financial models are emerging, two will be presented at the SUMMIT.

FINANCE, PROPERTY, LAW, MARKETING, TECHNOLOGYThe major business silos that dictate long-term business success and failure will each be canvassed by the leading village and care practitioners over two days, delivering an unrivalled understanding of the dynamics that are driving seniors accommodation and care services.

PRESTIGE NETWORKING EVENTThe LEADERS SUMMIT is the premier networking event in the sector, including specially designed coffee breaks, seated lunches and our now famous ‘hatted restaurant’ dinners.

NOT FOR PROFIT / PRIVATE OPERATORSThe SUMMIT is a rare forum where delegates can hear and meet the decision makers for leading NFP and private operators, reflecting the emergence of partnerships and mutual policy aspirations.

NETWORKING: Exclusive ‘hatted’ networking dinnersThe LEADERS SUMMIT ‘hatted’ restaurant dinners are famous for building relationships. Every delegate is our guest on Thursday 15th March at one of 10 of Sydney’s finest hatted restaurants as part of an intimate group.

• Bambini Trust• Bentley Bar & Grill• Cafe Sydney• est.

• Glass• Machiavelli• O Bar & Dining

• Rockpool Bar & Grill• Spice Temple• The Restaurant Pendolino

What people say about the LEADERS SUMMIT“Just a quick email to thank you for

the educational and networking opportunities at the conference.

Well done.” Paul Burkett - Chief Executive Officer,

Baldwin Care Group

“An excellent conference. Top quality speakers.

Keen audience of heavy hitters.” James Underwood - Director, James

Underwood & Associates Pty Ltd

“It was a fantastic conference - the conversation amongst delegates

was excellent and the speakers were informative, thought provoking

and entertaining. I will definitely be signing up for next year!” Celia Campbell - Marketing & HR,

Renaissance Retirement Living

“The leadership Summit was jam packed full of so much great stuff.” Anna Learmonth - General Manager Sales

and Legal Administration, Stockland Retirement Living

“Another excellent summit.” Simon Fee - UnitingCare Harrison

“Thanks once again for the conference, definitely a highlight!”

Michael Lockwood - Head of Property Development, Catholic Healthcare Ltd

LEADERSSUMMIT 2018

15-16 MARCH ◆ HILTON SYDNEY 15-16 MARCH 2018

presents the

OPERATORS | DEVELOPERS | INVESTORS | ADVISORS | SUPPLIERS | CEOs | CFOs | BOARDSSTRATEGISTS | MARKETERS | SALES | OPERATIONS | COMPLIANCE | FINANCIERS | GOVERNMENT

LEADERS SUMMIT 2018To register: www.leaderssummit.com.au Pre 12 Feb: $1,795 Post 12 Feb: $1,995Registration enquiries: Heidi Jephtha Phone: 0402 488 111 Email: heidi@2em.com.au

Program enquiries: Christopher Baynes Phone: 02 9555 9576 Email: chrisb@docomemonday.com.au

Venue & Accommodation: Hilton Sydney Address: 488 George Street, Sydney Phone: 02 9266 2000