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Education Sessions    Conferences   

Home > Events > Education Sessions

Helping You Understand Your Options

Lancaster Pollard professionals are available to speak on a wide variety of topics.

Please contact our public relations department via email or at (614) 224-8800 to find out more, or to arrange for one of our sessions at your next event.


Steven Kennedy
Senior Vice President
Lancaster Pollard & Co.
CCRC Financing Redefined: Lessons Learned in a Challenged Housing & Financial Market

Mr. Kennedy examines how the challenged housing and financial markets of 2008 & 2009 have significantly impacted the financing of new and existing CCRC campuses. He analyzes the risks inherent in certain CCRC business plans and describes how a CCRC can optimally position its financial profile for the long term. Specific examples, including one of the largest bankruptcies in senior living history, will help audience members make more educated decisions on how to most effectively finance and run their operations.

March 22
Indiana Assn. of Homes & Services for the Aging
Indianapolis, Ind.

BIO
Mr. Kennedy leads Lancaster Pollard’s investment banking business in Illinois and Indiana, providing financial advisory, debt structuring, and underwriting services to health care clients. He formerly worked for U.S. Senator Richard Lugar (R-IN) in Washington, DC.


Steven Kennedy
Senior Vice President
Lancaster Pollard & Co.
FHA LEAN - HUD's New Financing Process

Mr. Kennedy highlights FHA’s newly streamlined 232 LEAN processing for senior living mortgage insurance. He explains the changes to the financing program and what those changes mean to LSN members, and he details why FHA 232 financing volume has increased dramatically in 2009. This session features a case study on the first FHA LEAN transaction funded in Illinois, a skilled nursing facility in Chicagoland.

March 25
Life Services Network of Illinois
Chicago, Ill.

BIO
Mr. Kennedy leads Lancaster Pollard’s investment banking business in Illinois and Indiana, providing financial advisory, debt structuring, and underwriting services to health care clients. He formerly worked for U.S. Senator Richard Lugar (R-IN) in Washington, DC.


Tanya Hahn
Managing Director
Lancaster Pollard & Co.
Managing for Financial Success in Turbulent Times

Nursing facilities are currently being challenged with declining census, diverse competition, a drained real estate market, and other factors. Ms. Hahn and Plante & Moran's Kerrie Denman focus on ideas to financially evaluate and strengthen your facility and its potential growth.

April 19
Aging Services of Michigan
Grand Rapids, Mich.

BIO
Ms. Hahn has more than 25 years of experience in auditing, accounting, investment management, investment banking and information technology. She has underwritten more than $1 billion in health care, education, housing revenue and government general obligation bonds.


Jason Dopoulos
Vice President
Lancaster Pollard & Co.
Access to Capital: What Still Works?

Senior living providers must make progress to stay viable and cannot always wait out turbulent markets. Mr. Dopoulos explains how “non-traditional” funding sources, including the Department of Housing and Urban Development (HUD/FHA), the Federal Home Loan Bank, Fannie Mae, and options such as bank-qualfied bonds and Build America Bonds can help to finance expansions, renovations, acquisitions or new construction.

May 2010
Aging Services of California
Long Beach, Ca.

BIO
Mr. Dopoulos specializes in hospital and senior living financing structures and assists in the credit analysis of Lancaster Pollard’s hospital and senior living clients. He has a thorough understanding of both conventional and federal financing structures for both taxable and tax-exempt borrowers and has completed a wide variety of transactions including new hospital construction finance through HUD's hospital mortgage insurance program, nursing home portfolio refinance, and hospital renovation using Build America Bonds.


Kass Matt
Vice President
Lancaster Pollard & Co.
Who Says Financing Has to be Conventional?

Mr. Matt highlights “non-traditional” financing options, including HUD, Fannie Mae, and USDA; summarizes the last year of senior housing mortgage activity; and offers insights into future developments as well as best practices for applicants seeking affordable capital. Attendees will come away with several specific, actionable examples of strategies for efficiently accessing capital through HUD (Sections 232 and 232/223(f) LEAN processing), Fannie Mae, and USDA Business & Industry programs. Case studies will detail the use of these programs.

May 6
Ohio Health Care Association
Columbus, Ohio

BIO
Mr. Matt has 15 years of experience with capital market and corporate banking services. A derivatives expert, he assists health care and senior living providers in evaluating financing options, accessing capital through both conventional and federal outlets, and managing interest rate risk.


William Courson
President
Lancaster Pollard Investment Advisory Group
Structuring Investment Assets in the Context of Cross-Balance-Sheet Risk

Too often, hospital leaders fail to consider the impact of the investment portfolio on new or newly restructured debt. Failure to build a bridge from the liability side to the asset side creates a dangerous disconnect and the potential to violate promises to maintain financial ratios. Mr. Courson and Lancaster Pollard's Tanya Hahn discuss covenants as elements that can help establish an appropriate risk tolerance for a hospital, and explain how debt covenants and the credit profile can be impacted by chasing high returns versus following an investment policy statement designed specifically for the hospital.

May 28
HFMA Western Michigan
Mount Pleasant, Mich.

BIO
Mr. Courson has more than 20 years of experience in institutional investment markets, including fixed income, equities, derivatives and real estate. He holds NASD Series 7, 24 and 63 securities licenses and has served on a number of nonprofit boards.


Alan Spidel
Vice President
Lancaster Pollard & Co.
Trustee Toolkit Mini Workshop

Mr. Spidel joins Lanny Kope to present the "Intro to Hospital Finance for Trustees" portion of the Western Regional Trustee Symposium's new-trustee workshop. Elements of the credit profile and its impact on access to capital will be discussed along with an introductory-level overview of financing options.

June 9
Western Regional Trustee Symposium
Denver, Colo.

BIO
Mr. Spidel helps hospitals and senior living providers choose and implement financings. Prior to joining Lancaster Pollard, he was a regional director for CIGNA HealthCare and held administrative roles at Denver Health and Hospitals and the University of Colorado Hospital.


Matthew Lindsay
Vice President
Capital Markets Update on the New World of Financing

Mr. Lindsay reviews how the capital markets are evolving, and how these changes have impacted what options are available to finance renovations, new construction, acquisitions and refinancing. Topics include both conventional and unconventional strategies as well as the fates of American Recovery and Reinvestment Act provisions, including Build America Bonds, which could be opened up to nonprofit hospitals in 2011.

June 10
Western Regional Trustee Symposium
Denver, Colo.

BIO
Since joining the firm in 2004, Mr. Lindsay has focused 100% of his efforts on health care and senior living, structuring a range of bond transactions and mortgage loans for expansion, new construction and refinance projects. He has a thorough understanding of the various financing structures available to senior living providers through conventional financing, FHA programs and other government programs.


Steven Kennedy
Senior Vice President
Lancaster Pollard & Co.
FHA 242 Financing and Other Hospital Debt Finance Options: Perspective from the Financier and Legal Counsel

Mr. Kennedy discusses options that still exist for hospitals to obtain financing for refinance, new construction and renovation projects, bringing clarity to today’s capital markets and offering insight into how the landscape for financing has changed and will continue to change. Case studies will demonstrate how several facilities have used Build America Bonds, mortgage insurance, the Federal Home Loan Bank and other financing strategies to accomplish their projects.

June 16
Indiana Rural Health Association
Indianapolis, Ind.

BIO
Mr. Kennedy leads Lancaster Pollard’s investment banking business in Illinois and Indiana, providing financial advisory, debt structuring, and underwriting services to health care clients. He formerly worked for U.S. Senator Richard Lugar (R-IN) in Washington, DC.


William Courson
President
Lancaster Pollard Investment Advisory Group
Tripping Debt Covenants: Heed warnings from the other side of the balance sheet

Too often, hospital leaders fail to consider the impact of the investment portfolio on new or newly restructured debt. Failure to build a bridge from the liability side to the asset side creates a dangerous disconnect and the potential to violate promises to maintain financial ratios. Mr. Courson and Lancaster Pollard's Tanya Hahn discuss covenants as elements that can help establish an appropriate risk tolerance for a hospital, and explain how debt covenants and the credit profile can be impacted by chasing high returns versus following an investment policy statement designed specifically for the hospital. Presented by both an asset management advisor and an investment banker/mortgage banker, both with extensive experience before hospital audiences, this session providers a unique both-sides-of-the-balance-sheet approach to reviewing investment decisions.

June 23
HFMA Annual National Institute
Nashville, Tenn.

BIO
Mr. Courson has more than 20 years of experience in institutional investment markets, including fixed income, equities, derivatives and real estate. He holds NASD Series 7, 24 and 63 securities licenses and has served on a number of nonprofit boards.


 
 
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