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Insights from the 2025 Financial Ratios and Trends for Continuing Care Retirement Communities
November 13, 2025 @ 11:30 am – 12:30 pm EST
The 2025 Financial Ratios & Trends Analysis of CARF-Accredited Continuing Care Retirement Communities (CCRC)/Life Plan Communities (LPC) provides valuable benchmarks including insights on key financial trends like provider expansion, operational hurdles, and changes in regulatory and accounting standards.
Join CARF International, Baker Tilly, Ziegler, and (Bishop Gadsden Episcopal Retirement Community for an informative webinar reviewing financial benchmarks their implications for strategic planning and budget development. Our panel of industry professionals will discuss best practices in using this information with potential clients, residents, boards and payers. We’ll examine how CARF-accredited organizations have successfully navigated challenges, including concerns related to profitability and liquidity margins, in contrast to their achievements in occupancy rates and substantial capital investments.
The webinar’s content draws from the 2025 edition of the Financial Ratios and Trend Analysis of CARF-Accredited Continuing Care Retirement Communities.
Key learning objectives:
- Understand financial trends from 2024 fiscal year-end data of 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, CFO, CIO, COO, presidents, vice presidents, management teams, board members and other professionals who are involved in financial and operational activities of CCRCs/LPCs
Moderator:
- Julia Meashey, MA, Senior Business Development Specialist, Aging Services (CARF)
Presenters:
- Patrick Heavens, CPA, Principal (Baker Tilly)
- Tom Meyers, Senior Managing Director (Ziegler)
- Lynne Loring Kerrison, CPA, Executive Vice President/ Chief Financial Officer (Bishop Gadsden Episcopal Retirement Community)
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.
A certificate of completion will be emailed to you four to six weeks after the event.
Level: Basic
CPE credit: One (1.0) total credit
Field of study: Finance
Delivery method: Group internet based
Host: Kylie Harris
For more information regarding administrative policies such as complaint and refund policies, please email [email protected].
Baker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.
