“I don’t get excited about change, per se, but I’m very comfortable with change. I fundamentally believe that change is an important part of the formula for business success.” That quote comes from Doug Dollenberg, Jr. — the final honoree in the 2023 Changemakers series by Senior Housing News (SHN)! It’s been a pleasure to sponsor the series for the fifth consecutive year, we’ve loved celebrating each senior living visionary recognized. Keep reading for a snapshot of Doug Dollenberg, Jr.’s interview, which is packed with insightful stories and advice. Yardi client Doug Dollenberg, Jr. named 2023 Changemaker For Doug Dollenberg, Jr., president and CEO at Brightview Senior Living — a dedicated Yardi client — change isn’t just inevitable, it’s necessary. Since joining Brightview in 2017, he’s led changes that have positively shaped the organization to be what it is today — and he’s learned valuable lessons through it all. In his interview with SHN, Dollenberg shares why he thinks change is essential in the senior living industry, and explains the importance of driving collaborative change. He also shares how his experience at Brightview has reinforced his passion for people and culture — and speaks to the organization’s plans for the future. SHN: What are some ways that you think the senior living industry needs to change in the next five years? Dollenberg: Staffing is one. Two, resident experience. Three, embracing technology and innovation. And four, rebounding margin. On the staffing front, turnover is a huge challenge in the senior living industry. It is in plenty of others, but especially in senior living. And we need to attract more people to the industry and help people realize that senior living is a great industry and a great place to build a career. There are tremendous career opportunities in our industry, and we’re only going to need more and more people over the next decade. There’s already something like a million people who know it’s a great industry, but we have to attract more people to it. I think it’s going to require creativity and innovation and change to get more people to enter our great industry. We also have to figure out ways for Brightview and for the industry as a whole to figure out how to increase retention. Another is resident experience. Our resident needs and desires are evolving, and we need to be focused on addressing that for the residents of today — and also the residents of the future. The baby boomers, they’re not really entering our communities in the next handful of years, but as you go out 5, 10, 15 years, we really have to be thinking about them. As we’re looking at today’s residents and future, we have to be looking at what are the changes that impact our operations and the communities we develop for the future. The third area that I mentioned is embracing technology, innovation and process improvement with the goal of driving efficiencies. I think that’s increasingly important in our industry, as we’re focused on margin. We have to search for and create efficiencies in our business, and so much of that is going to come back to those things that I mentioned: Technology, innovative and creative ideas, and process improvement. The fourth big change in my eyes is margin rebound. Ultimately, our industry needs to get back to the operating margins that we had pre-pandemic, whether that’s getting back to or near those pre-pandemic margins. That’s something that needs to happen, and that is the function of building occupancy, driving revenue, and managing costs. I feel the industry is working on that, which is a good thing. And personally, I feel really good about the progress that our Brightview team is making on that front. SHN: How do you think about timing so that Brightview can innovate without getting so far ahead of the market that...
Senior Living Changemakers
Speak Out in New eBook
When Yardi launched its Changemakers initiative last year to capture innovative thinking in senior living, few could have anticipated the profound challenges that emerged over the next 15 months. Changemakers, a collaboration with Senior Housing News, features interviews with leaders who offer creative perspectives on a range of issues including community architecture; care support partnerships with outside parties; the collocation of independent living, assisted living and memory care under one roof; technology issues; and staff members’ work/life balance. Eleven senior living provider executives presented their thoughts on the state of the industry in the Changemakers series for 2020, which is now available as an eBook. COVID-19, of course, ended up overshadowing almost every other issue this year. Mary Leary, a Changemaker with Mather, predicts that the pandemic “is going to catapult the industry forward because we’re having to abandon, at least temporarily, ways in which we have been providing services, which will give us an opportunity to rethink how we may want to do things differently.” Here’s a sampling of other impressions you’ll find in the eBook: “Changemakers definitely are risk-takers. When I first started Silverado, it was such an enormous change that I was proposing to the industry’s norm of bringing in the medical piece, the clinical piece, the 24-hour seven-day-a-week licensed nurses, master’s level social workers, and don’t even get me started with use of pets and children coming in.” – Loren Shook, Silverado “Our communities are designed to fit the neighborhood. It does not look like the sunrise Victorian mansion that gets plopped down into areas that don’t have Victorian mansions. We use the local vernacular.” – Michael Schonbrun, Balfour Senior Living Care “It’s not good enough to say, ‘I’m a risk-taker.’ What does that mean? Does that mean you’re at the firm every other Thursday? It’s not good enough just to be a risk-taker, you have to quantify risk. This [COVID-driven] economic downturn is a great example.” – Dwayne Clark, Aegis Living “We are less focused on the number of changes or the speed, but rather how meaningful the change may be to seniors, their families, and our associates. The number of ideas are infinite and can result in busy-ness rather than improved sound business practices.” — Marc Vorkapich, Watercrest Senior Living Besides sponsoring Changemakers, Yardi drives innovation by offering a comprehensive technology platform for senior living management. Learn...
Changemakers Series
Richard Hutchinson interview
Leaders in senior living know that you need to take steps to stay ahead of change, even when things might seem normal in the moment. The earlier you act, the better off you’ll be. That idea is a core practice for Richard Hutchinson, CEO of Discovery Senior Living. Throughout his decades’ long career, he’s taken innovative approaches to sales and data that have produced measurable results. And when the coronavirus first began making headlines in January, he started procuring as much PPE as he could for his communities, well before local health authorities were raising alarms. For these reasons and more, Hutchinson was recently recognized as a Changemaker by Senior Housing News. The interview series, sponsored by Yardi, highlights leaders across the industry who are helping to shape the future of senior living. In the excerpts below from his interview, Hutchinson shares his take on how the senior living industry faces change and what it means to be innovative. He also talks about Discovery’s proactive measures to keep residents and staff safe from COVID-19. You’ve mentioned that the industry is set in its ways, and also that the consumer is changing rapidly. Do you think the industry is changing fast enough? No, I don’t think so. I don’t know that many industries are changing fast enough, and it’s the pace and the tempo of consumer behavior and the way the consumers not only want to purchase things incrementally, but generational changes and technology changes, that make it difficult to keep pace. The fundamentals of our industry have been great, so [we have] the good-bad equation. The good news when you have such a great supply-demand equation is that you’ll end up with people who can replicate other people’s product and services and do quite...
Changemakers Series
Loren Shook, Silverado
Due to COVID, some older adults and their families are hesitant on the idea of assisted living. But in many cases, and especially so for seniors with cognitive impairment, the level of care required for safe aging is only available in a community setting with skilled caregivers. “At this particular time of coronavirus, we’re working in a very fearful environment, and that’s where a trusting team benefits by the speed of trust,” said Loren Shook, founder and CEO of Silverado. “A lot of unknowns are being faced by people operating communities like ours and across the country.” Renowned for their standalone memory care communities, Silverado has pioneered research into programs that drive cognitive improvements for residents in early stages of dementia. The organization is often the top pick for referral partners, and the team is willing to take the most difficult cases. Silverado’s commitment to care, no matter the challenge, is helping them overcome COVID. And Shook’s willingness to try new things and continually adapt is why he’s been recognized as a Changemaker by Senior Housing News this year. Read on for excerpts from Shook’s interview with SHN where he discusses the perception challenges posed by COVID, interoperability opportunities with referral partners and the steps Silverado is taking to move forward. Do you see COVID-19 changing memory care specifically or senior living more broadly in more long-lasting ways? I think it’s really heightened the awareness of the buyer of services from us, as to asking, what are our systems for infection control and cleanliness? What are our capabilities for understanding changes in clinical condition for people? Then what do we do, if that’s the case? For some people, they’ll be asking, in a situation like COVID, if there is another pandemic or situation like...
Changemakers Series
Mary Leary, Mather
The current rate of change in senior living is unprecedented. Even before the coronavirus outbreak spurred extra safety measures, providers were quickly adopting novel models and methods as the boomer generation has grown closer to becoming the core market. Mary Leary, president and CEO of Mather, has driven many such changes herself. A leader with decades of experience on both the for-profit and not-for-profit sides of senior living, Leary is unafraid to forgo tradition in pursuit of something better and bigger. It’s a core reason why Mather, under Leary’s stewardship, has grown from serving 5,400 older adults to nearly 60,000 in the 18 years she’s been at the helm. And it’s also why Leary has earned the title of Changemaker from Senior Housing News. The Changemakers is a Yardi-sponsored series that profiles senior living leaders who’ve helped redefine their industry. Leary’s interview with SHN goes into depth on how Mather has successfully transformed its operations during the coronavirus and what senior living might look like after things return to “normal.” Check out this excerpt from the interview: Obviously, this is something that’s shaping the industry. Is it changing how you are currently thinking about senior living in general? I think COVID-19 will absolutely lead to changes in senior living, and I think that it will speed up the pace of change in a way that is unprecedented. Everything that I do and think about right now is colored by the dramatic changes in our country and communities. I think part of innovating is forgetting, unlearning, dismantling and undoing what one does currently, and that is exactly what is occurring in senior living and our country right now. With virtually everything, the increased velocity and adoption of technology is already impacting everything we’re doing. It’s...
Changemakers Series
Dwayne Clark, Aegis Living
Nowadays, keeping an entire senior living community healthy requires stringent protocols, adequate PPE and, crucially, a dedicated team willing to take every step necessary. As part of their Changemakers series, Senior Housing News has been interviewing influential leaders in senior living, discussing innovation and asking for their insights on the industry’s challenges — including COVID-19. It’s a showcase of thought leaders, risk-takers and trend-setters, sponsored by Yardi. But, as our newest honoree makes clear, success in preventing an outbreak doesn’t rest solely on a leader’s shoulders. The second member of the Changemakers 2020 class is Dwayne Clark, founder and CEO of Aegis Living. Clark has over three decades’ experience in senior living. He rose through the ranks at Leisure Care and Sunrise Senior Living before starting Aegis 20 years ago in Seattle, looking to offer a combination of novel designs, disruptive operational concepts and exceptional care. Since then, Aegis has become a nationally known, award-winning provider. Despite his own accomplishments, Clark attributes a large part of Aegis’s success to his team and culture. “From the very beginning, we stood apart to be a very different kind of company, starting with the kind of people we hire. I think over 90% of our people come from the hospitality industry,” he said. “The bridge to get to your customers is your staff, especially your line staff. You’ve got to make those people delighted in their job every day. That is the whole point, and this [distinction] has been incredibly important to us.” And that commitment hasn’t wavered during the coronavirus outbreak. In this excerpt from the SHN interview, Clark expands on Aegis’s COVID-19 response, sharing how they’ve supported staff so residents continue to receive great care. How have you been able to attract that talent? What...
Changemakers Series
Michael Schonbrun, Balfour
Changemakers is back for 2020 with a whole new class of senior living leaders! Published by Senior Housing News (SHN) and sponsored by Yardi, the series spotlights industry pioneers who’ve taken unique approaches towards shaping the future of senior living. And this time around, these are also leaders who’ve shown what it takes to safely navigate their communities through the current health care crisis. For the first inductee, meet Michael Schonbrun, founder and CEO of Balfour Senior Living. Schonbrun got his start in senior living while researching communities for his mother to live in. He decided he wanted to build one that she herself would love. So in 1997, he founded Balfour in Colorado, and the company has grown steadily since. They now have nine locations, with three more under construction. Prior to senior living, Schonbrun had spent a decade in charge of National Jewish Health, a leading respiratory clinical and health care research center. That experience has helped position Balfour well for the pandemic. From the first signs of trouble, Schonbrun and his team have taken the coronavirus seriously. In this excerpt from the SHN interview, see how Schonbrun’s unique background and proactive measures have kept Balfour’s residents and staff safe. How has COVID-19 impacted Balfour and influenced your thinking — and the industry’s? Do you think people are going to see more value in having on-site health care? The answer to that last question is yes. My first 10 years after getting out of law school I spent in the public health and health care regulatory environment. I think one of the benefits of COVID-19 — if you want to call it that — is that there’s going to be a willingness to invest in public health and to appreciate that, as...
Senior Living Q&A...
Ray Elliott Shares Insights
How can technology help senior living providers overcome their biggest challenges? To get the answer, Senior Housing News (SHN) recently interviewed our own Ray Elliott, vice president of senior living at Yardi, as part of their Voices series. The content program, which we’re a sponsor of, asks executive leaders for their insights on trends, topics and issues that are shaping the industry. With almost two decades at Yardi, Ray has extensive experience working on software solutions for property management, initially supporting Yardi’s public housing product before taking charge of senior living. He’s seen how technology has grown in both sectors, transforming business as usual in powerful ways. Read on for an excerpt from Ray’s interview with SHN: What do you see as the most impactful way a property management platform such as Yardi can move the needle for senior living providers? Yardi goes beyond just being a property management platform. If you look at our history, that was where the company started, but today we do much more than that. We provide an end-to-end solution that our clients can use from the first engagement with a prospect all the way up through the care of residents. With the Yardi Senior Living Suite, everything is automated. If you’re using our CRM (customer relationship management), and you enter prospect data, details about that individual will make it through the sales cycle. When they end up in your community, you’re able to see everything in our EHR (electronic health record) product, down to their hobbies and interests. All that information flows automatically. Nobody has to transcribe it. Nobody has to enter it again. There isn’t a risk of that information being lost. It’s that sort of value-add that helps move the needle for providers. It helps them...
Changemaker Series
Lynne Katzmann, Juniper Communities
For the fifth entry in the Changemakers, the Yardi-sponsored Senior Housing News series that shines a light on senior living’s biggest movers and shakers, we’re taking a look at a leader who founded her own senior living company over three decades ago. And since then, she hasn’t stopped pushing for greater innovation and better quality of care. Lynne Katzmann started Juniper Communities in 1988 to help under-managed skilled nursing facilities, raising capital, monitoring investments and improving daily operations. In the mid-90s, the company pivoted to focus on assisted living, then a new idea in the senior housing industry. They also began to take a more direct hand in running their communities, eventually developing and building a number of their own to meet their high standards. Juniper Communities has now grown to 21 communities in four states, which represent all levels of care from independent to memory to skilled rehab. One of Katzmann’s more recent changemaking initiatives has been Connect4Life, a program that integrates care delivered by Juniper staff and by ancillary clinical providers located in the community. The program gathers essential services under one roof so residents can have faster, more convenient access to care. A key building block of Connect4Life was Juniper’s early adoption of electronic health records (EHR). “By the end of 2012, we had an integrated electronic operating model,” said Katzmann. “And that was pretty revolutionary. We’d always collected data, and we began to be able to use data to drive decisions.” From there, Katzmann was able to establish a model where each resident had their own circle of care providers, all using the EHR system to track details and communicate more effectively with each other. This helped reduce transfers to outside facilities and keep people happier. Now, Katzmann is looking...
Changemaker Series
David Eskenazy, Merrill Gardens
Welcome to the fourth segment of the Changemakers, a Senior Housing News (SHN) series of interviews that spotlight leaders who are shaping the future of senior living through innovation. Yardi is sponsoring the series, and for this installment, we are excited to share that the featured company is a longtime Yardi client. Meet David Eskenazy, president of Merrill Gardens based out of Seattle. Merrill Gardens has over 30 communities across the U.S., and they’ve even begun expanding into China – a move that Eskenazy helped lead and that few other providers have yet taken. Eskenazy joined Merrill Gardens back in 2015, and since then has pushed the organization forward with a focus on efficiency, technology and the data insights it brings. During his interview with SHN, Eskenazy spoke at length about his passion for pulling, analyzing and leveraging data. “I’m kind of a data nut,” he shared. Eskenazy believes that clear reporting – and an understanding of what the numbers really mean – are essential, not just for himself but for the managers in Merrill Gardens’ communities. “And so we built,” Eskenazy said. “To the point where I believe now we probably have the most sophisticated business analytics tools in the industry.” The results are impressive. He and his team can quickly dial in on sales, marketing or care and see what’s working and what’s not throughout the organization. But what did Eskenazy change at Merrill Gardens for his team to attain that level of instant insight? You don’t need to wonder. He explains more in this excerpt from the SHN interview: How did you get the tools you needed to achieve this [business analytics function]? Fundamentally, you have to see where your information is. For example, when I went to Aegis, we had...
Changemaker Series
Shamim Wu
Welcome to our third segment of the Senior Housing News (SHN) series, The Changemakers, sponsored by Yardi. These interviews demonstrate how adaptability and innovation pave the way for success. Shamim Wu, COO of Eclipse Senior Living, has been trailblazing for decades. With an emphasis on creating diverse, tech-driven workplaces, she has built a company that operates 100 senior living properties—and growing. While many companies scramble to appeal to Millennials, Wu has managed to assemble “a team made up of men and women across four generations, across almost every ethnicity and race that you can think of.” The diversity of her team and the wealth of ideas and experiences that it brings are her greatest accomplishments, she says. Eclipse has also placed work-life balance as a pinnacle of company culture. Employees receive unlimited time off to accommodate what life throws at them, whether it’s time with a sick loved one, welcoming a new addition to the family, or simply spending much needed time in nature. “We don’t just encourage people to have a life outside of work, we almost demand it,” said Wu. Tech integration is also woven into the culture. Eclipse has invested heavily in enterprise technology systems that increase efficiencies, collaboration, and visibility. Without mind-numbing administrative tasks to pour over, team members are free to focus on what matters: proactively adjusting to the demands of the industry with agility, accuracy, and customer focus. Wu talked to SHN about the Eclipse approach to the changing industry: Eclipse is on the leading edge of another change in the industry, which is the multi-brand strategy. How is that working? Wu: We’ve seen best practices in brand stratification in other areas, like hospitality. You’ve got Hilton Hotels, which has a certain cachet because of the Hilton brand....
Changemakers
Patricia Will, Belmont Village
Welcome to our second segment of the Senior Housing News (SHN) magazine series, The Changemakers. Yardi is the presenting sponsor of this insightful set of interviews. SHN sat down with nine industry leaders who demonstrate how adaptability and innovation pave the way for success. In this installment, meet Patricia Will, Belmont Village founder and CEO. Will is accustomed to making waves. During her 20-year career, she has boldly challenged and improved upon traditional senior housing models. Will combined multiple levels of care into one building, collaborated with universities for care support, and developed an early-stage dementia intervention program. The future of Belmont Village looks bright. The organization recently entered a partnership with Baptist Health System of south Texas. Together, they will co-develop wellness-centered senior communities. What are some changemaking efforts you’re most proud of, within Belmont Village or the industry as a whole? Will: The first is a simple one, which is including independent living, assisted living, and memory care under one roof, in one building that’s fully licensed. We did that in an effort to accommodate couples, and in an effort to fight ageism. There’s a notion that people would object, in independent living, to seeing walkers or wheelchairs, and we decided to say that we have capable people who have different needs, and we don’t want to segregate them. That’s something that we did for the very first time on our first building in California, in San Diego, and we’ve now replicated in many parts of the country, although it’s still not done enough. We’ve integrated dining rooms, integrated gyms, integrated social areas and even integrated floors. Can you take me back to that moment when that was still a new idea, to integrate in that way? Will: Everyone in the industry...
Changemakers
Senior Housing News Series
Yardi is a proud sponsor of the new Senior Housing News magazine series, Changemakers. This series of interviews highlights industry leaders that are impacting the future of senior living. The field of senior housing and services is changing rapidly. The ability to adapt to market changes has proven to be a differentiator for senior housing professionals. Those who forecast changes and adapt to consumer trends are leading the industry in exciting new directions. The Changemakers series focuses on individuals who are leaning into the winds of change. They are bold, innovative, and proactive. Senior Housing News, sponsored by Yardi, has identified nine Changemakers. During these in-depth interviews, you can learn what motivates these industry leaders and explore how they are shaping the future of the industry. Meet William Bullock William Bullock, president of Latitude Margaritaville, Minto Communities USA, is one of the first featured Changemakers. He had an idea that was so simple and so spot-on that many wondered why it hadn’t been done before. Bullock partnered with Margaritaville to create sprawling developments that offers residents a “Jimmy Buffett-inspired lifestyle.” What does that look like? Primarily, Latitude scrapped the traditional active senior housing model. The company based its new brand on feedback from its target demographic. It nixed words like “senior” and “retirement” and reimagined communities where wellness and fun were top priorities. Check out this excerpt from the SHN interview. SHN: What convinced you [to pursue Latitude Margaritaville]? Bullock: What’s great about the Margaritaville brand is, it’s synonymous with food, fun, music, escapism. It naturally fit what we were discovering from folks wanting to get away from golf and get into more active sports and wellness and nutrition, the fun. What we were seeing down in Naples with this transition out of Mediterranean...