For concurrent sessions: choose one track...or mix and match sessions from each track to create a customized education experience.
Provider Strategies Track Sponsored by CB Richard Ellis
Capital Markets Track Sponsored by Savills, LLC
Leasing and Management Track Sponsored by ProMed Properties, Inc.
Session Quicklinks
Thursday, May 5
Friday, May 6
Thursday, May 5
8:15-9:30 am
General Session—Healthcare Evolution: Scoping the Latest Trends
Sponsored by CB Richard Ellis
The healthcare industry continues to adapt to emerging trends in its operating environment, the capital markets, regulatory changes and new diagnostic technologies. Learn more about the most dynamic trends—transforming healthcare systems into Accountable Care Organizations (ACOs), reimbursement threats, the risks and rewards of implementing electronic healthcare records, and continued consolidations among healthcare providers amid ongoing capital constraints.
Speakers: Dr. Steven Mansfield, CEO, Methodist Dallas Medical Center; Steve Jones, Chairman of the Board, Hoag Hospital and CEO of Snyder Langston; Kevin Holloran, Director, Standard & Poor’s
Moderator: Gordon Soderlund, Senior Vice President, Director—Business Development, Lend Lease DASCO LLC
9:45-10:45 am
Concurrent Sessions
Devising a Healthy Real Estate Strategy for Healthcare Organizations
Healthcare systems increasingly approach real estate as a strategic asset. Examine the key elements necessary for a successful strategy and the critical success factors from case studies of various types of systems at various stages in the development of their strategies. Discover how these systems have integrated the real estate strategy into the overall strategic plan for the health system.
Speakers: David Baker, Consultant, Criterion Health Care; Bev Erickson, Vice President–Asset Management,Trinity Health, David Frum, President & CEO, Bridgton Hospital in Maine
Moderator: Neil Carolan, Vice President-Chief Physician Development Officer, Network Real Estate, Carondelet Health Network
Treating Capital Constraints: A Healthcare Executive Roundtable
Healthcare systems continue to face capital challenges which impact their real estate planning. The prospect of proposed lease accounting changes from the Financial Accounting Standards Board (FASB 13) further complicates this process. How are hospitals addressing their capital dilemmas, such as whether or not to monetize MOBs? Gain insights into how systems are coping with capital constraints and how the real estate industry can offer an antidote—or not.
Speakers: Jon M. Sulllivan, Jr., CCIM, Vice President of Real Estate Operations, Texas Health Resources; David Ennis, Senior Vice President, Kaufman Hall Associates
Moderator: Danny Prosky, President, Grubb & Ellis Healthcare REIT, II
Critical Care: Managing Ever Higher Acuity Uses in MOBs
“Plain vanilla” MOBs, which house only doctors’ offices, are disappearing. As MOBs increasingly
incorporate ever higher acuity tenancies, PMs can face many challenges—increased liabilities, managing tenant improvement projects next to sensitive equipment, insurance certificate requirements, dealing with special diagnostic equipment and chemicals; and building operating hours, cleaning and repairs/maintenance requirements. Learn what facility managers who are
responsible for these tenancies face in terms of leasing challenges and compliance, including JCAHO.
Speakers: Joanne Ranft, Director, Property Management, Mount Carmel Health System; Kevin E. Fetters, CHFM, Director of Facility Operations, Centerpoint Medical Center; Phillip Taylor, Senior Vice President of Architecture and Construction, Lillibridge Healthcare Services
Moderator: Sharon Harper, President and CEO, The Plaza Companies
11:30 am-12:30 pm
Concurrent Sessions
Portfolio Examination: Do You Know What You Own and Lease?
Inventorying the real estate portfolio is among the key first steps in implementing a healthy real estate strategy. This session maps out how to get a handle on a healthcare system’s full real estate enterprise—identifying all real estate and determining its strategic value to the mission of the system. Learn how to examine the lease vs. own decision, in light of new compliance requirements for both conditions, and find out how to address real estate acquired through
physician practice acquisitions.
Speakers: Francine Scaffidi, Assistant Vice President, MedStar Health, Inc.; Beth Blankenship, Vice President and Associate General Counsel, LifePoint Hospital; Ron Lordo, Assistant Vice President, Real Estate Services, Carolinas HealthCare System; Jeff Piehl, Director—Healthcare Practice Group, Cushman & Wakefield
Moderator: Julie Wilson, Senior Vice President, Director of Asset Management, Healthcare Realty
Deal Flow: Clinical Analysis of MOB Transactions
What does it take to put together a healthy transaction? In this session, get an in-depth analysis of a variety of transactions in the last 12 months, including hospital monetization as well as on and off campus MOB sales. These case studies will illustrate current market realities with respect to cap rates, price psf and access to equity and debt. Learn more about the motivations to buy and sell.
Speakers: Zachry Lee, CFO, Atlee Development, Doug Whitman, COO, Healthcare Realty; Brian Howard, President, Stage Equity Partners; Jason Dodd, President, Cirrus Group; Doug Ray, President, Seavest, Inc.
Moderator: Chris Bodnar, First Vice President, CBRE Healthcare Capital Markets Group
Physician Practice Dynamics in the Wake of Healthcare Reform: A Roundtable
How will Healthcare Reform affect physician practices and hospital employment? What about reimbursement risk? Two physicians and two practice manager share their perspectives on what’s happening in healthcare, how their practices have evolved and what steps they anticipate taking to meet the requirements of the new Healthcare Reform Legislation.
Speakers: Dr. Steven Katzman, M.D., Texas Digestive Disease Associates (TDDC); Dr. Paul Sanders, MD, Family Practice; Karen Kennedy, CEO, Impel Management Services and Chief Administrative Officer, Medical Clinic of North Texas, P.A; Layton Lang, Chief Administrative Officer, CIVA
Moderator: Scott Kuklish, Executive Vice President, Managing Director of Medical Property Services, PM Realty Group
12:40-2:15 pm
Keynote Luncheon—A Dose of the “Best Medicine” with Dave Barry
Sponsored by GE Healthcare Financial Services and Grubb & Ellis Healthcare REIT II, Inc.
Dave Barry promises to tickle the “funny bone” with his point of view on healthcare, aging and life. For 25 years, his syndicated columns appeared in more than 500 newspapers in the U.S. and abroad. In 1988, he won the Pulitzer Prize for Commentary. Barry has written 30 books, two of which were used as the basis for the CBS TV sitcom Dave's World. He also plays lead guitar in a band called the Rock Bottom Remainders; other members include Stephen King, Amy Tan,
Ridley Pearson and Mitch Albom.
2:30-3:30 pm
Concurrent Sessions
Hospital Employed Physicians: The Implications for Real Estate Portfolios
A surge in hospital-employed physicians has created interesting challenges and opportunities for real estate portfolios. What are the implications of lease and asset assumptions in the wake of FASB 13? How are the real estate costs associated with practice acquisition factored into these deals and what are the implications of assuming physician-owned assets for capital planning
and budgeting?
Speakers: Kenyokee Crowell, Administrator, Cleveland Clinic; Frank Letherby, Senior Vice President, Physician Services Group, Carolinas HealthCare System; Dr. Lannie Hughes, Senior Vice President of Medical Affairs, Health Texas Provider Network; Kate Lovrien, Senior Manager, Kurt Salmon Associates
Moderator: Peter Volas, Senior Director, Real
Estate, Cleveland Clinic
Mergers and Acquisitions: Diagnosing the Uptick
Capital access, demands for economies of scale and other forces are driving consolidation in the health care industry among hospitals, REITS and other industry groups. The trend is expected to accelerate and, with it, the need for new facilities, property management services, potential MOB monetization and other real estate opportunities. Explore the impacts of these new combinations on patients, physicians and facilities. What is the “post-op” portfolio strategy?
Speakers: Howard Wall, Senior Vice President & General Counsel, Capella Healthcare; Vincent M. Cozzi, Senior Vice President, Ventas, and Executive Vice President and Chief Investment Officer, Lillibridge Healthcare Services; Jim Moloney, Managing Director and Head of Real
Estate, Co-Head of Mergers & Acquisitions, Cain Brothers & Company, LLC
Moderator: Scott Evans, Managing Director, Cain Brothers & Co., LLC
Higher Standards of Care: Delivering Property Management Excellence
How do you deliver property management excellence—amid ongoing budget constraints and
pressure to keep NOI high? Examine current trends in property management, including implementing sustainability practices, gauging tenant satisfaction, and addressing tenant financial distress. Designed for in-house hospital real estate managers as well as third party managers, developers and even investors, this session promises ready-to-implement resources for
your MOBs.
Speakers: Andy Grisham, Director of Real Estate Management, Vanguard Health Systems, Dyann Hamilton, CPM®, Alliance Director, CB Richard Ellis, Oregon Health & Science University; Phil Mobley, Vice President, Kingsley Associates; Mark S. Johnson, Senior Vice President, Director, Property Management, Lend Lease DASCO LLC
Moderator: Ted McKenna, Senior Manager, Colliers International
4:15-5:30 pm
General Session—Capital Markets: Full Recovery?
Sponsored by USAA Real Estate Company
After two difficult years, transactions volumes have started to pick up and the capital markets appear to be resuscitated. Analysts and bankers share their prognoses for transaction activity, property pricing, and the impacts of uncertainty about healthcare reform on the medical office market. Where and how can healthcare systems source capital?
Speakers: P.J. Camp, Managing Director, Morgan Keegan; Alan Pontius, Managing Director, Healthcare Real Estate Group, Marcus & Millichap; Jeffrey H. Cooper, Executive Managing Director, Savills, LLC; Jim Moloney, Managing Director and Head of Real Estate, Cain Brothers & Company, LLC; Raymond Wong, Executive Director, CB Richard Ellis Limited, Americas Research Operations, Global Research and Consulting
Moderator: Jonathan Winer, Executive Vice President, Seavest, Inc.
FRIDAY, May 6
7:00-8:00 am
Private Breakfast for Healthcare Provider Executives
Sponsored by HCP, Inc.
By invitation only...healthcare providers are invited to join their peers for a private networking breakfast to share insights and perspectives on strategies for delivering healthcare.
8:00-9:15 am
General Session—Anatomy of a Trend: Assessing Future Demand for In and Outpatient Facilities
Sponsored by Healthcare Realty
The shift from inpatient to outpatient treatment centers trend is expected to accelerate. Hear acclaimed healthcare futurist Connie Curran offer insights into where and how healthcare will be delivered in the next decade. And hear how hospital executives from various systems are
planning for those coming changes and what they see in terms of the in/outpatient mix. How will the MOB serve them in the future and what types of tenancies will be housed in them? How are healthcare systems addressing these needs with their expansion strategies? And what
will the hospital of the future look like?
Speakers: Dr. Connie Curran, RN, Ed.D., FAAN, President, Curran Associates; Michael Arvin, Healthcare Consultant, Graham Reeve, CEO, Baptist Health System; Walter Jones, Senior Vice President, Facilities Planning & Development, Parkland Health & Hospital System
9:30-10:30 am
Concurrent Sessions
Health Care Reform: Probable Impacts on Real Estate
As health care systems are bracing to implement the provisions of the federal Affordable Care Act, providers are preparing for the impact on cost of care, coverage and quality. Real estate professionals across the country are assessing the potential impact on absorption and new construction. What can we predict about the demand for medical office space? How will hospitals’ appetites or obligations for post-acute care treatment facilities emerge? How will demographic changes from the baby boom generation interact with the new legislation? Looking to state based healthcare reform, are there any lessons learned that could help? Can we predict the future with lessons learned from the Massachusetts healthcare reform experience?
Speakers: Kathryn West, Vice President of Real Estate, Partners Health Care; Robert Hicks, Esq., Chair, Real Property Practice Group, Hall, Render, Killian, Heath & Lyman, P.C.; Mary Beth Kuzmanovich, Vice President, Facilities Management Group, Carolinas HealthCare System
Signs of Vitality: Assessing Development
As the volume of healthcare real estate development projects pick up, several key trends in development and capital are emerging. Developers share insights about access to capital (debt and equity availability and sources along with return requirements); how they expect lease
accounting changes to impact development; and strategies to monetize their own portfolios and take advantage of strong cap rates. Learn about development projects that had been halted but have been restarted. What types of healthcare projects (size, type/complexity, location) do hospitals want? And what do they see in leasing activity in new development projects?
Speakers: Kevin Bette, President, First Columbia; Todd Lillibridge, Executive Vice President, Ventas—Medical Office Properties; President and Chief Executive Officer, Lillibridge Healthcare Services; Malcolm Sina, President and Managing Director, Lend Lease DASCO LLC; Greg Venn, President & CEO, NexCore Group LP; James Rohan, Vice President, Pacific Medical Buildings; Laca Wong-Hammond, First Vice President, Morgan Keegan
Moderator: PJ Camp, Managing Director, Morgan Keegan
STARK Compliance: New Developments and Common Issues Generated by Healthcare Reform
This session reviews the increased emphasis on the STARK Laws and the Anti-Kickback Statute provided by the recent legislation. Hear real-world cases where hospitals have been subject to significant penalties for violating STARK Laws. Examine hypothetical lease situations that illustrate common errors or issues under STARK and discuss legal issues in the context of MOB development scenarios with Ground Leases and Master Leases.
Speakers: Walter H. Neilsen, Partner, Healthcare Department, Waller Lansden Dortch & Davis, LLP; John D. Claybrook, Partner, Healthcare Department, Waller Lansden Dortch & Davis, LLP; Todd Maxwell, Assistant Vice President, Real Estate, HCA Healthcare; Beth Blankenship, Vice President and Associate General Counsel, LifePoint Hospital
11:15 am-12:45 pm
General Session—Implementing Healthcare Reform: Next Steps
Sponsored by Lillibridge, a Ventas Company
Despite the 2010 passage of the Affordable Care Act, uncertainty remains regarding healthcare reform as it faces legal challenges and a new Congress reconsiders the legislation and funding for its provisions. How are healthcare organizations coping with this uncertainty? What changes are they preparing to implement now to comply with the Affordable Care Act? In what ways does healthcare reform, either existing legislation or new reforms, factor into their long-range strategic planning?
Speakers: David Frum, President & CEO, Bridgton Hospital in Maine, Howard Wall, Senior Vice President & General Counsel, Capella Healthcare, Fred T. Brown, Jr., FACHE, Group Vice President for Eastern Division, Carolinas Medical Center
12:45-1:00 pm
Closing Remarks and Conference Conclusion