ROUNDTABLE AGENDA: November 8 and 9, 2012
Meeting Location: San Francisco Airport Marriott, Burlingame
Palaver time among members: Join your fellow members, faculty, and our sponsor in palaver time over
a cup of coffee as you arrive prior to the opening session. Our first speaker, Louis Tenenbaum, will be
available, as well.
***ROUNDTABLE SPONSOR: Shawn Leary, Regional VP, Morrison***
ROUNDTABLE AGENDA – Thursday, November 8
Our meeting will be held in the Bayside 1 Room on the ground floor near the entrance and atrium.
11: 00 a.m. to 11:45 a.m.
Introductions and Roundtable
check-in with each member
11:45 a.m. to noon
What questions do we want to
be sure to discuss with our
speaker, Louis Tenenbaum?
Inside meeting room
“The CCRC as the Anchor
Organization in the Village
Model”, part I
Noon to 1:00 p.m. Lunch buffet
1:00 p.m. to 1:30 p.m.
1:30 p.m. to 2:30 p.m.
Facilitated open discussion
2:30 p.m. to 3:00 p.m.
3:00 p.m. to 3:30 p.m.
BREAK
“The CCRC as the Anchor
Organization in the Village
Model”, part II
3:30 p.m. to 4:00 p.m.
Facilitated open discussion
4:00 p.m. to 5:00 p.m.
Roundtable of each member’s
5:30 p.m. Wine Reception
thoughts on the future position
and challenges of CCRCs in HCBS
and Villages
Santa Clara Room, Second floor
6:30 p.m. dinner
Immediately following reception
shuttle to nearby restaurant
All members have 2 minute
opportunity to report current
success, issue, or challenge
Facilitation of list of questions:
Andy Scharlach
Louis Tenenbaum: informational
talk
Andy Scharlach: interactive
visioning session
Louis Tenenbaum: informational
talk
Andy Scharlach: interactive
visioning and tactical session
Facilitated by Trula LaCalle with
input and commentary from
Louis Tenenbaum in response to
members’ visions/reactions
Meet and greet of guests and
dinner speaker
Medallion Steakhouse restaurant
private dining room
7:30 p.m. Guest speaker
Cultural transformation in your
organization: “Thinking Like
Silicon Valley”
Rick Belluzzo, international
speaker and former President
and COO of Microsoft, former VP
of Hewlett Packard, former
President and CEO of Quantum
FRIDAY, November 9, 2012
7:30 a.m. to 8:30 a.m. board meeting in the Marina del Rey room, second floor
8:30 a.m. Continental breakfast for members and faculty in Bayside 1 Room
8:45 a.m. to 9:00 a.m.
Annual business meeting of the
members of The Institute for
Senior Living
“The Role of the Nonprofit in the
Senior Living Industry” :
presentation of issues and
questions
BREAK
Todd Murch, President,
11:00 a.m. to noon
Small group discussion on the
topic “The Role of the Nonprofit
in the Senior Living Industry”
Anne Burns Johnson, facilitator
Noon to 1:00 p.m. Lunch buffet
1:00 p.m. to 2:00 p.m.
Inside the meeting room
Member showcase: Palm Village
2:00 p.m. to 2:45 p.m.
Whole Group discussion on
9:00 a.m. to 10:30 a.m.
10:30 a.m. to 11:00 a.m.
2:45 p.m. to 3:00 p.m.

the topic “The Role of the
Nonprofit in the Senior Living
Industry”: Capturing of Key
Ideas and Opinions to be Used in
White Paper
Oral and written evaluation of
November 2012 meeting and
adjournment
Anne Burns Johnson, facilitator
David Reimer, CEO; introduction
by Larry Garcia
Anne Burns Johnson, facilitator
Concluding remarks facilitated
by Trula LaCalle
Don’t forget to complete your Roundtable evaluation form prior to your departure.