Mark Streicher

Mark's experience in the health care industry spans over twenty years. He has provided a wide range of advisory services for senior living providers covering strategy, development and repositioning, market research, financial planning and feasibility studies, benchmarking, valuations and financial advisory services. He also has extensive audit and accounting experience.

Relevant Experience:

• Conducting market assessments for senior care and retirement housing providers to analyze the market viability of prospective new communities and expansions, and to determine appropriate project size.
• Facilitating strategic planning sessions and preparing strategic plans for senior care and retirement housing organizations in order to determine strategic direction and identify and prioritize strategic initiatives.
• Preparing financial models and assembling financial projections allowing clients to analyze the financial viability of proposed projects and to review the impact of major assumptions.
• Preparing financial forecasts and feasibility studies, including market assessments, to be included in public and limited use offering documents for the sale of tax-exempt and taxable bonds.
• Assisting clients with developing or repositioning senior living campuses, including preparing master development plans, identifying and selecting development team members, and assisting in the coordination and monitoring of the development/repositioning process.
• Providing financial advisory services, including identification of funding sources, evaluation and selection of financing alternatives, negotiating business terms and covenants, and covenant compliance and reporting.
• Performing valuation assistance for acquisitions of long-term care and senior living facilities.
• Performing benchmarking projects for senior care and retirement housing organizations, including statewide benchmarking programs, allowing providers to analyze their operational performance versus their peers and identify best practices.
• Frequent speaker at state and national senior living conferences.

Education: Mark received a Bachelor of Science in Accounting from Northern Illinois University.

Kevin Meehan

Kevin has over ten years experience in healthcare and senior living. His experience includes performing engagements in the areas of strategy, financial planning and feasibility studies for senior living organizations. He also has extensive audit and accounting experience.

Relevant Experience:

• Creating multiple year financial models for forecasting operations and cash flows.
• Creating Sawgrass Partners' Project Planner, which is a high-level financial tool for analyzing project concepts on a "real-time" basis.
• Preparing financial feasibility studies for long-term care and retirement housing organizations to be included in public offering documents for the sale of tax-exempt and taxable bonds.
• Preparing the examination and compilation of prospective financial statements for long-term care facilities and continuing care retirement communities.
• Developing financial projections for start-up operations, including developing assumptions to be used in organizational planning.
• Participating in strategic analyses and planning for senior living providers.
• Conducting competitive pricing analyses to enable comparison of community pricing to the competition on an "apples-to-apples" basis.
• Evaluating clients’ business environments and accounting controls and identifying opportunities for improvement.
• Preparing financial statements including footnotes and supplemental data.

Education: Kevin received a Bachelor of Science in Accounting from Bradley University in Peoria, Illinois.

Teresa Black

Teresa has over ten years experience providing advisory services in the areas of market assessments, strategy and planning analyses and market feasibility for senior living providers.

Relevant Experience:

• Conducting market assessments for senior living providers to analyze the market viability of prospective new communities and additions, and to determine appropriate project size.
• Gathering market data, conducting site visits and reporting demographic and market information for financial feasibility studies.
• Preparing market demand analyses involving the determination of target market areas and the consideration of economic, demographic, competitive and regulatory factors.
• Preparing senior density analyses to identify locations for potential development of senior living communities.
• Conducting consumer research through direct mail surveys to determine the preferences of the local market for incorporation into project design and pricing.
• Participating in strategic analyses and planning for senior living providers.
• Conducting competitive pricing analyses to enable comparison of community pricing to the competition on an "apple-to-apple" basis.
• Researching industry topics and facility information using various on-line tools.

Education: Teresa received a Bachelor of Science in Business Administration in Marketing from the University of Illinois Champaign-Urbana.

Siân Stevens

Siân has spent the last eight years planning and leading the execution of sales and marketing strategies in the senior living industry.  During this time her focus has been on developing marketing plans that capitalize on the unique personality of each community, and training sales teams to close more sales by building relationships with each prospect through consistent and compassionate communication.

Relevant Experience:

• Conducting marketing audits for senior living providers.
• Creating and implementing marketing plans and strategies.
• Hiring and training sales team members to drive results.
• Setting goals and designing motivational contests that encourage success and a positive team atmosphere.
• Producing marketing concepts and copy for effective advertising campaigns.
• Collaborating with advertising agencies in the delivery of polished and successful marketing materials.
• Working with web designers to coordinate each community’s online presence with its marketing plan.
• Media planning, ad placement and public relations.
• Creating, reviewing and managing budgets for sales, marketing and development.
• Managing relationships between marketing, architects, construction and interior design during development projects.
• Developing stellar presentations, and coaching teams to deliver them.
• Encouraging effective communication between Marketing and Board Members.
• Conducting consumer research, including traditional mail and online surveys as well as focus groups.
• Identifying key networking and cross-marketing opportunities within the greater community.
• Participating in strategic analysis sessions for senior living providers.
• Marketing, sales and operational management experience with independent living, assisted living, memory support, and nursing care.
• Coordinating successful move-in processes during expansion projects.
• Implementing lead management software, and analyzing lead source and demographic data.

Education: Siân received a Bachelor of Arts at the University of Wisconsin - Madison

Renee Cisewski

Renee has an operations management background that spans over 15 years in healthcare services, primarily within senior living organizations.  As a Senior Leader, her responsibilities included the development and implementation of strategic and operational plans, in addition to the daily management of a CCRC.  Ms. Cisewski has been the project manager for numerous significant initiatives, including organizational restructuring, program development, new construction and renovation, process redesign, integrated software implementation and CARF- CCAC accreditation.

Relevant Experience:

• Conducting organizational assessments that determine key objectives to improve financial performance, increase resident and family satisfaction, enhance quality of care, positively shift census mix, and develop physician relationships.
• Providing project management services to plan, coordinate, communicate and execute organizational restructuring initiatives.  
• Facilitating and participating in strategic and operational planning sessions to foster a vision that is innovative, market desirable and financially viable while embracing organizational mission and values.
• Assisting senior leadership with the development of operational plans and reporting systems that enable organizations to carry out their strategic plans in a manageable fashion and monitor progress for timely completion.
• Providing project management services to establish a new service or program offering, components may include but are not limited to project definition, research, planning, coordination of staffing and resources, marketing, establishing financial projections and budgets, physician relations development, communication and reporting activities.
• Facilitating interviews and processing mapping efforts across multiple departments to redesign processes that are problematic and inefficient due to duplication or fragmentation
• Assisting organizations with the assessment of information technology deployment and the accessibility of data and reports to make timely operational decisions within every business activity level.
• Performing staffing analyses based on programmatic design and desired occupancy to determine the optimal unit configuration/ staffing pattern.
• Providing consultation to organizational leaders to facilitate successful CARF-CCAC accreditation or re-accreditation processes.
• Conducting training and oversight in the areas of administration, operational planning and project management.

Education: Renee received a Bachelor in Healthcare Administration and a Master in Business Administration with a concentration in Organizational Leadership from Benedictine University.  Renee is a licensed nursing home administrator and is a Leadership AAHSA fellow.