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[WATCH] Smart Investments, Bright Futures: Capital Planning for Senior Living Communities
Jan 8, 2025
Listen to a panel discussion with industry experts to gain insights into capital planning for senior living. This webinar is an excellent opportunity to provide board members with information about budgeting for CapEx to ensure your community has a thorough and sustainable long-term plan.

This presentation reviews the capital reserve study process and how it informs strategic plans. You'll learn about best practices related to maintenance and on-going modernization of communities, and we'll discuss selecting vendors and operationalizing these efforts.
Learning Objectives
- Understand best practices for assessing the community’s physical assets and avoiding deferred maintenance.
- Learn how to integrate capital reserve studies, budget planning, partner selection, and CapEx program implementation into your community’s plan.
- Learn about resources that support efficient program execution, including considerations for potential repositioning opportunities.
Do you have a question about this webinar or interest in working together? Contact us and we'll connect you.
Speakers
David Mercugliano Vice President, Senior Director of Business Development, LCS | Nick Herrick Vice President/Director of Development, LCS |
CEO, zumBrunnen |
Executive Director, Cypress Glen Retirement Community |
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