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Financial ratios and trends for continuing care retirement communities

November 14, 2019 @ 12:00 pm - 1:30 pm EST


Participants of the live webinar will be eligible for 1 free CPE credit.

Well-informed life plan and continuing care retirement communities (CCRCs) often use industry benchmarks to gauge financial performance. By utilizing key performance indicators, institutions are able to gain current insight and reveal significant trends in how both single-site and multisite communities are managing liquidity, addressing debt obligations and maintaining a competitive advantage in the senior living field.

Join CARF InternationalZieglerBaker Tilly and Ingleside for a discussion to help you and your organization understand how to use financial benchmarks and analyze findings regarding what financial ratios reveal about the direction of the industry. We will also share suggested practices on how to successfully utilize your organization’s specific financial ratio benchmarks to inform strategic planning, develop realistic budgets and demonstrate the financial stability of your organization to potential residents, boards and payers.

The content of this webinar is based on the 2019 edition of Financial Ratios and Trend Analysis of CARF-Accredited Continuing Care Retirement Communities. This publication is produced by the CARF Financial Advisory Panel.

Key learning objectives:

  • Understand financial trends from 2018 fiscal year-end data of accredited CCRCs across the country
  • Develop an understanding about how to utilize financial ratios for strategic decision making
  • Recognize best practices for developing budgets and demonstrating financial stability based on specific benchmarks

Who should attend:

CEO / President, CFO, CIO, COO, vice presidents, management teams, board members and other professionals who are involved in financial and operational activities of CCRCs


  • Moderator: Julia Meashey, MA, Administrator of OperationsAging Services, (CARF)
  • Amy Castleberry, CFA, Managing Director (Ziegler)
  • Todd Boslau, CPA, Partner – Senior Living Services (Baker Tilly)
  • Tim Myers, CPA, Chief Operating Officer and Chief Financial Officer (Ingleside)
Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

Level: Overview
CPE credit: 
One (1) hour total credit
Field of study: Finance (FI)

A certificate of completion will be emailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at +1 (608) 240 2522.

Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: learningmarket.org.

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