Noted professor, speaker, consultant, and author Dr. Francis L. Battisti provides individuals and organizations with guidance for exploring their potential and moving toward desired transformation. He has been a long-term care consultant for over twenty years; and his national reputation in the field of healthy aging, health enhancement, executive health coaching, and conflict disposition is manifest in his work with major organizations, congressional and other governmental committees, and numerous corporations. In his workshops, presented throughout the United States, Europe, Canada and the Caribbean, he offers participants a panoramic pathway to live with passion and spontaneity, as well as to trust their intuition.

Dr. Battisti’s impressive credentials as a seminar presenter and keynote speaker are highlighted by national and international appearances for Fortune 500 companies, small businesses, health organizations, educational institutions, and national conventions. He was the recipient of the Morning Knights Toastmasters Award for Excellence in Communication and Leadership, and he was honored by the Alzheimer’s Association’s Central New York Chapter with its Memory Makers Award for his efforts to make the Southern Tier a better place to live and work. He is also the recipient of the David Malcom Award, in recognition of his exemplary service to the homeless.

Dr. Battisti is the author of Checchino: A Father and Son Journey toward Dusk and the co-author of Tomorrow’s Weigh: The No-Diet Way to Lose Weight. He appears regularly on television and radio programs and has authored a variety of articles addressing the areas of conflict, wellness, and human potential. Dr. Battisti received his Ph.D. in Human Development from Marywood University in Scranton, PA..

Will Carney joined Ziegler in 1999 after 15 years of credit and banking experience with clients in the Midwestern and Western states. He has assisted providers with financing new construction, campus repositioning and start-up projects.

In helping his clients find the optimum financing structure, he has worked with unenhanced, fixed rate debt, credit enhanced variable rate bonds, extendable rate securities, HUD debt programs, and interest rate derivative products. He is a frequent speaker at state and national conferences on senior living topics.

Prior to joining Ziegler, Will worked for an investment bank in Dallas, TX where he provided comprehensive financial advisory and underwriting services. In addition to Will's banking experience, he worked at Standard & Poor’s Corp as a rating officer in the healthcare group.

Will earned a B.A. from Colorado College, Colorado Springs, Colorado, where he won the Senior Thesis Prize from the Economics Department. He also received a M.Sc. in economics from the London School of Economics and Political Science (London, England).

Tom Doyen joined zumBrunnen in 2005 after more than 13 years working with public assembly facilities across the eastern United States. Since joining the company, he has been involved in over 200 reserve studies that zumBrunnen has completed. He also provides training for the company’s FacilityForecast® Software used in the capital replacement reserve studies so the clients can keep their information current. zumBrunnen is an Atlanta-based consulting firm that specializes in serving the senior living, commercial real estate, and educational markets, ensuring that projects are built to industry standards, on time, and on budget. As senior living facilities continue to age, financial advisors and investors are demanding independent and objective assessments of the condition of these facilities and accurate projections for capital replacement funding.

Mr. Doyen received his Bachelor of Science degree in Economics in 1992, from South Dakota State University in Brookings, SD. He is a board member of the Georgia Institute on Aging.

Mary Jane Fitts has worked in the field of senior living for over 22 years. Her areas of expertise range from sales and marketing to consulting and management.

Ms. Fitts began her career with Presbyterian Manors of Mid-America, Inc. (PMMA). Increasing responsibilities during her 14-year tenure resulted in her becoming a field consultant to 17 communities in the PMMA system in Kansas and Missouri. In her role as internal marketing consultant and auditor for PMMA, she provided sales training and orientation as well as system-wide support through marketing audits, on-site assistance with occupancy, and goal setting. She also previously held Director of Marketing positions for continuing care retirement communities (CCRCs) in Newton and Lawrence, KS.

John Grace considers himself a student first and then a teacher. He provides guidance in planning and leadership to senior service organizations across the nation.

Following his receipt of a master’s degree in studies in aging from the University of North Texas in 1977, Mr. Grace became the Assistant Administrator at Wexner-Heritage Village-Jewish Home for the Aged in Columbus, OH, a facility offering retirement, nursing, and home health services. In 1980, he was appointed as the first Executive Director of Meadowlark Hills, a CCRC in Manhattan, KS. From 1984 to 2004, he served as the President/Chief Executive Officer of the Kansas Association of Homes and Services for the Aging, a trade association of 160 not-for-profit retirement, housing, nursing, and home health programs serving over 15,000 elderly persons throughout the state. From 2004 through 2008, he served as the founder and President of ARI, a consulting firm that provided management, planning, operational, financial advisory, development, and executive search services to more than 100 senior service providers in 37 states.

From 1987 to 1991, Mr. Grace was among 40 Americans selected as Fellows in the Kellogg National Fellowship Program of Battle Creek, MI. During that time, he studied leadership, health and social services for the aging and traveled to England, Germany, Japan, Norway, Sweden, and Venezuela.

Mr. Grace has served on the AAHSA House of Delegates and Board of Directors. He received the University of North Texas Center for Studies in Aging Outstanding Alumnus award, chaired the Licensure Board of Administrators for the State of Kansas, and was appointed by three Kansas governors to special commissions studying long-term care issues.

Steven Jeffrey joined the senior living team at Ziegler in 2003 to serve the investment banking needs of senior living organizations in the mid-Atlantic area, with a focus on Pennsylvania and Maryland. He has assisted many Mid-Atlantic senior living providers in strategic capital planning, development execution, acquisitions and dispositions of communities, and structure and execution of tax-exempt financing. During his tenure with Ziegler, Steven has assisted senior living clients in successfully placing more than $1.3 billion of tax-exempt financing.

Mr. Jeffrey has served nonprofit senior living providers for the past 20 years. Prior to joining Ziegler, he was a principal of a national consulting firm where he assisted over 130 organizations in capital formation, project development, financial analysis, and facility repositioning. He also served as a senior manager for the national strategy practice of KPMG. In this capacity, he worked as a feasibility consultant on over $750 million of tax-exempt senior living financings.

Mr. Jeffrey is a Certified Public Accountant and holds a B.S. in Finance from Wilkes University and an M.S. in organizational leadership from Philadelphia Biblical University. He is an active participant in many Pennsylvania initiatives including the PANPHA Benchmarking Taskforce, Annual Conference Planning Committee, and other efforts. He is a frequent speaker for state and national conferences on senior living finance, strategic planning, project development, facility repositioning, and capital planning.

Mr. Kelly joined Ziegler in 1999 with an extensive and diverse background in senior housing and health care development and finance. Mr. Kelly's primary focus with Ziegler is investment banking and financial advisory services for non-profit senior housing and retirement community sponsors in the Southeast.

Prior to joining Ziegler, Mr. Kelly served as chief executive officer of a national development firm providing turnkey development, marketing and management services for non-profit continuing care retirement communities. In this capacity, he directed startup CCRC developments aggregating nearly 1,000 independent living units and more than $245 million in funded capital. His experience also includes twelve years as a health care finance lawyer with a national law firm, where he served as bond and underwriter's counsel for more than $2 billion in financings for hospitals, retirement communities, nursing homes, and other healthcare facilities, and two years as a public finance investment banker with E.F. Hutton & Company, where he structured and managed tax-exempt bond issues for a wide range of government entities throughout the southeastern United States. With Ziegler, he has served as lead banker on a wide range of senior living issues, including startups, repositionings and refundings.

Mr. Kelly received his undergraduate degree from Davidson College (Davidson, NC), and a law degree from Vanderbilt University (Nashville, TN). He has served on the Governor's Continuing Care Advisory Council of the State of Florida (1993-2000) and as a Board member of the Georgia Institute on Aging. He is a Certified Aging Services Professional, a member of the CARF-CCAC Financial Advisory Panel, and a member (inactive) of the State Bar of Georgia.

Wayne Langley joined Sodexo in 2003, and was responsible for developing the company’s business with multiple-site senior living organizations. He accelerated the organization’s growth in Dining, Nutrition, and Building Services and strengthened strategic alliances with industry-leading associations. He was recently promoted to Vice-President of Sales and Marketing and is currently leading Sodexo’s national business development efforts.

Before coming to Sodexo, Mr. Langley successfully developed emerging markets as well as accelerating growth within established senior living, acute care, and higher education segments. In a variety of business development and sales leadership roles, his work resulted in new business valued in excess of $175,000,000. He mentors business leaders throughout Eastern Europe in collaboration with international volunteer organizations; and he frequently speaks on leadership issues as well as hospitality initiatives, including a recent engagement at the International Association of Homes and Services for the Aging (IAHSA) Conference in Malta.

Tim Mallad began his career in retirement housing in 1987 as a director of marketing and has served five years as an associate administrator for a large continuing care retirement community in Michigan.

For five years prior to joining the corporate staff in Irving, Texas, Mr. Mallad served as an executive director for Greystone Communities. He is currently involved with the development of operational systems, policy, procedures, and the opening of communities that Greystone manages. He is also responsible for supervising and supporting the executive directors who oversee these communities.

Tim graduated from Wayne State University in Detroit, with a Bachelor of Arts degree in public relations. He is a licensed nursing home administrator in the state of Michigan.

Mary Muñoz joined the senior living team at Ziegler in 1999. She manages the western region of Ziegler’s senior living practice.

Mary joined Ziegler following 12 years of diversified healthcare corporate finance experience, having structured and financed leveraged buyout, merger and acquisition financings among primarily for-profit healthcare providers. Mary has worked with multiple senior living communities and multi-facility systems in structuring and executing tax-exempt bond financing, including start-up CCRC projects, campus expansions and redevelopments, and current and advance refundings. She also specializes in financing senior living mergers and acquisitions, and in financial advisory and capital planning consulting services. Mary’s senior living bond transactions since joining Ziegler total over $2 billion in par amount.

Prior to joining Ziegler, Mary was a managing director in KPMG’s Health Ventures practice. She worked with clients on strategic capital planning, private equity financing, and business plan development; while at KPMG, she structured and executed over $500 million of senior and subordinated debt for health care clients. Prior to joining KPMG, Mary managed the national healthcare finance groups at Wells Fargo Bank and The Bank of Nova Scotia, raising over $5 billion to fund healthcare provider mergers and acquisitions and leveraged recapitalizations.

Mary is a frequent speaker at state and national conferences on a wide variety of senior living topics, and has published numerous articles on senior living finance and credit topics. She received a B.A. and a M.B.A. from Emory University, Atlanta, Georgia.

Stephen Proctor, a past Chair of the CLAS Advisory Group, started his career in long-term care with Presbyterian Homes, Inc. (now Presbyterian Senior Living) in 1971 as a Registered Nurse, and later served as a Director of Nursing and an Administrator within the PSL system. In 1977, he opened Ware Presbyterian Village in Chester County. He served as the organization’s Chief Operating Officer from 1980 until 1995, when he became PSL's President and CEO. Presbyterian Senior Living has 20 locations in Delaware, Maryland, southeastern Ohio, and Pennsylvania that provide healthcare, housing, and community services to more than 4,000 persons daily, with an annual operating budget of more than $150,000,000. PSL also has a profit venture, Prelude Services, an information technology company formed with Diakon Lutheran services.

Mr. Proctor has been active at both the state and national levels, serving as Chair of the Pennsylvania Association of Homes for the Aging from 1980 to 1982, and as Chair of AAHSA in 1998-1999. He is also a past Chair of IAHSA. He holds a B.S. in business administration from Elizabethtown College, and an M.S. in studies in aging from the University of North Texas.

Rich Scanlon is the Managing Director of Ziegler Capital Markets in St. Petersburg, FL. He joined Ziegler in November 1993, and opened the firm’s St. Petersburg office to serve the investment banking needs of nonprofit senior living providers located in the southern United States. He has 20 years of experience in investment banking to the senior living industry, and has been responsible for the structuring of over $2.6 billion in healthcare bond issues for nonprofit senior living providers. Among his more notable financings have been an investment-grade-rated $150 million issue for new project development; an innovative unrated, unenhanced structure that permitted a borrower to "opt out" of its HUD 202 requirements but still receive housing assistance payments from HUD while creating an obligated group; a total of $682 million to finance six premier CCRCs in Texas from 1999 to the present; and the largest financing (almost $103 million) for a rental CCRC repositioning completed to date. He completed Ziegler’s first Bond Anticipation Note (BAN) financing for the Sears/Meadow Lake project in January 2007.

Mr. Scanlon is a frequent speaker on senior living finance and strategy issues on both the state and national levels. He was recently appointed to a third term on the Governor’s Continuing Care Advisory Council in Florida, and he was a member of the Advisory Group of the Coalition for Leadership in Aging Services (CLAS) for eight years. In 2008, he received CLAS’s Herbert Shore Leadership Award. He holds a B.A. in economics from the University of Pennsylvania and an M.B.A. in finance from the University of PA’s Wharton School.

Daniel Sternthal is a Senior Counsel in the Houston Office of Seyfarth Shaw LLP. He focuses his practice on clients doing business within the healthcare industry and represents providers across the continuum of care, including individual and group medical practices, hospitals, long-term care facilities, and ancillary service providers. He frequently advises clients on issues relating to regulatory, operational, and corporate matters. He also advises clients regarding healthcare reform and assists in the planning and development of Accountable Care Organizations.

Mr. Sternthal has repeatedly been identified by Texas Monthly as a Rising Star in the field of health law. In 2008, he received the University of North Texas "Time and Talent" Award for Distinguished Service. He has served as Vice-President and President Elect of the Rotary Club of Northeast Austin and as an active board member with the Austin Groups for the Elderly and the Childhood Development Center. His recent presentations include "Healthcare Reform in the Long-Term Care Context," at the Colorado Association of Homes and Services for the Aging Annual Conference in May 2011.

Mr. Sternthal received his J.D. from the University of Texas School of Law in 2001 and was admitted to the State Bar of Texas in 2002.

Denise M. Wassenaar is owner of Wassenaar Consulting, LLC, a business started in 2011 with the purpose of assisting post acute care providers navigate through the changes created by Healthcare Reform.

Prior to starting her business, Ms. Wassenaar was the Chief Operating Officer of Covenant Health Network located in Phoenix, Arizona. In this position she was responsible for the design, planning and implementation of programs and initiatives that enhanced the network’s position as recognized leaders. Ms. Wassenaar has spent the last 25 years working exclusively in senior services in executive management positions. The last thirteen years were spent at Health Resources Alliance in Oak Brook, IL serving in the capacities of President of Alliance Pharmacy and Executive Vice President. During this time Ms. Wassenaar maintained a focus on the health and wellness of seniors resulting in products and services that enhance aging. Ms. Wassenaar’s extensive clinical background guided the development and implementation of programs to facilitate the care and health management of older adults residing in the community, independent, assisted living and skilled facilities.

Ms. Wassenaar is a frequent speaker, locally and nationally, on issues related to the aging population and senior services. She has served as adjunct faculty for various universities teaching healthcare and nursing curriculum.

Ms. Wassenaar is a licensed Nursing Home Administrator in the state of Arizona and a Clinical Nurse Specialist in gerontology. Ms. Wassenaar earned both her Bachelor’s and Master’s Degrees from Purdue University Calumet.