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  • Financial Advisory Panel

    Choosing a retirement community to live in requires a thorough review of the many options available. Key to this decision is an analysis of its long-term viability. CARF's Financial Advisory Panel conducts ongoing analyses within the industry and publishes resources that can be used by provider organizations and consumers alike.

    The Financial Advisory Panel (FAP) comprises leading finance experts, including CFOs and consumers from accredited organizations, investment banking, accounting, and other related firms.

    2023 Financial Advisory Panel Members

    A.V. Powell & Associates, LLC – David Shaw, Managing Consultant
    Baker Tilly US, LLP – Patrick Heavens, Partner  
    Baptist Senior Family – Tim Myers, President & CEO
    Eventus Strategic Partners – Alan Wells, President
    Frasier – John Jenkins, Person Served/Resident  
    Herbert J. Sims & Co., Inc. – Jim Bodine, Executive Vice President       
    Moorings Park – Mary Morton, CFO
    Presbyterian SeniorCare Network – Todd Boslau, Senior Vice President & CFO
    RKL, LLC – Jeffrey Boland, Partner, Senior Living Services Consulting Group  
    St. Catherine’s Village – Scott Kersh, CFO  
    Ziegler – Amy Castleberry, Managing Director

    The FAP provides input on development of financial standards and strategic educational resources, including:

    • Developing operational indicators.
    • Enhancing financial standards for all areas of Aging Services within CARF's purview.
    • Reviewing aggregate data to identify financial trends and issues in the field.

    The FAP produces two publications, the Financial Ratios & Trend Analysis of CARF-accredited Continuing Care Retirement Communities (produced annually and distributed in the fall) and the Consumer Guide to Life Plan Communities: Quality and Financial Viability, which are highly acclaimed resources for service providers and consumers, respectively.

    Financial Ratios & Trend Analysis of CARF-accredited Continuing Care Retirement Communities: This publication includes information about the financial position of organizations that have been through CARF's accreditation process for CCRCs. A valuable benchmarking resource, the information serves as a point of reference for developing internal targets of financial performance. This publication are offered for purchase through CARF's Online Store.

    Consumer Guide to Life Plan Communities: Quality and Financial Viability: Given the long-term commitment involved in choosing an LPC or CCRC, this objective resource booklet reviews important criteria for consideration. It describes and compares various fee structures and contract types for CCRCs. It is a collaborative effort of CARF's FAP, provider organizations, and involved residents. This guide may be downloaded for free (PDF).

  • Consumer Guide to Life Plan Communities: Quality and Financial Viability

    ConsumerGuidetoLPCsRecently updated, CARF Aging Services' Consumer Guide to Life Plan Communities is an in-depth publication designed to assist individuals in understanding the complexities involved in selecting a continuing care retirement community (CCRC), also referred to as a life plan community, and important factors to consider, including short- and long-term financial viability.

    Several contributors were part of developing the updated Consumer Guide, including persons served in CARF-accredited communities who have undergone the decision-making process of choosing a CCRC for themselves.

    The Consumer Guide is available for complimentary download at:

  • Aging services lenders

    Lenders seeking to invest in the senior housing and services sector may have questions about accreditation and how it helps identify an organization that is prepared to meet the terms of a lending arrangement.

    Visit to get started.

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