• San_Diego_Night_ASA5
  • BoomerBusiness_Logo

    Leading the Longevity Economy

    San Diego, CA
    March 13, 2014

    Register Now

About the What's Next Boomer Business Summit

THURSDAY, MARCH 13

Manchester Grand Hyatt – San Diego

The What’s Next Boomer Business Summit, hosted by Mary Furlong and Associates, is an annual event that brings together the country’s top businesses and organizations that are focused on the boomer and beyond marketplace. Whether you are just getting started with your boomer business or looking to scale, this is where deals get done.

From the What’s Next Summit, you will:

  • Identify the most effective channels into the boomer and senior marketplace
  • Discover how to raise money for your boomer idea from angels, incubators, corporations, and venture capital investors
  • Gain insight from real-life experience that will inform their business strategies
  • Learn how to identify and deploy the latest trends in social, mobile, search, e-commerce, and print
  • Develop an understanding of the technologies, causes, products, and services that are transforming the Baby Boomer and beyond marketplace
  • Grasp go-to market strategies through retailers, e-commerce, and nonprofits
  • Understand how to build a business ecosystem that meets your objectives
  • Form relationships with bold innovators and high-level decision makers that can lead to ongoing business collaboration

Who Should Attend?

Entrepreneurs, brand managers, innovation leaders, corporate strategists, analysts, nonprofit executives, authors and bloggers interested in the Boomer and beyond marketplace.

Member of the press? Click here to learn more about what we can offer you. 

ASA Aging in America Conference

March 11-15
For more information please visit www.agingconference.org

AiA_logo_13

For more than a decade, MFA has collaborated with the American Society on Aging (ASA) to present the What’s Next Boomer Business Summit in conjunction with ASA’s annual Aging in America national conference. Scheduled this year for March 11–15 in San Diego, California, Aging in America is the nation’s largest multidisciplinary conference on aging issues, featuring programming unrivaled for its breadth and depth. More than 500 presentations during the four-day conference offer a comprehensive view of the current and coming trends in aging research, practice and policy, ample networking opportunities, and an exhibit hall with more than 100 business and social entrepreneurs and advocates. You can register for both the Boomer Summit and the Aging in America Conference by clicking here.

Speakers

Dr-Alan-Greene

Alan Greene
Scanadu

Alan Greene
Scanadu

Dr. Alan Greene is a physician, author, medical expert and entrepreneur.

He has been named the Children’s Health Hero of the Internet by Intel and recognized as one of the Top Influencers in Healthcare IT by Advance for Health Information Executives.

In 1995, he launched DrGreene.com, cited by the AMA as “the pioneer physician Web site” on the Internet. He is the Founding President of the Board of the Society for Participatory Medicine and sits on the Board of Directors for Healthy Child Healthy World, The Lunchbox Project, and the Center for Information Therapy, and is a founding member of the e-Patient Scholars Working Group.

The author of several popular parenting books, he has served as a pediatric expert and columnist for numerous media outlets including the TODAY Show, The Dr. Oz Show, CNN, NPR, The New York Times, Time Magazine, Parenting and Better Home’s & Gardens.

Dr. Greene is a graduate of Princeton University and the University of California at San Francisco and completed his pediatric residency program at Children’s Hospital Medical Center of Northern California where he served as Chief Resident.

Alicia-Heazlitt

Alicia Heazlitt
InnovateLTC

Alicia Heazlitt
InnovateLTC

Managing Director

Alicia Heazlitt’s passion for building brands, market research, and strategic collaborations has led her to InnovateLTC, a unique business accelerator with a goal to transform long term care. Her work as Market Research Manager since its inception in 2010 has led to a revolutionary platform that accelerates innovative solutions to the aging population.

Andy-Cohen

Andy Cohen
Caring.com

Andy Cohen
Caring.com

Andy Cohen is the CEO of Caring.com. While caring for his mom during her losing battle with lung cancer, Andy realized that there wasn’t a comprehensive website to help people figure out how to navigate all of the challenges of caring for aging parents. Andy founded Caring.com in 2007 to help make a difficult journey a little bit easier.

With two million unique visitors every month, Caring.com is now the leading online destination for family members who are caring for aging loved ones. Caring.com provides objective information, a community of support and a local senior services directory that features 15,000 consumer reviews. Caring.com has attracted $20 million in venture capital investment and its content is featured on Yahoo!Health and MSN Health. Caring.com has been written about in USA Today, The Wall St. Journal, The New York Times, Money Magazine and Business Week.

Prior to founding Caring.com, Andy held leadership positions in marketing and sales at SC Johnson Wax, Intuit, Instill, Peapod and SuccessFactors, where he grew businesses from start-up to tens of millions of dollars in revenue. Andy is a frequent speaker on caregiving topics, and serves on the advisory board of the Health Policy Dept. at the Harvard Medical School, as well as on the board of directors of the National Alliance for Caregiving (NAC). Andy earned a B.A. in history from Stanford University and an M.B.A. in marketing from Northwestern’s Kellogg School of Management.

Arthur_klebanoff

Arthur Klebanoff
RosettaBooks LLC

Arthur Klebanoff
RosettaBooks LLC

Founder & CEO

Arthur Klebanoff is the founder and CEO of RosettaBooks LLC (2001), the leading independent eBook publisher. In this role, Klebanoff strives to introduce authors whose print titles are a vibrant element of the ongoing cultural dialogue in the eBook space.

RosettaBooks’ prominent author collections include 52 works of Winston Churchill, including The Gathering Storm; 35 titles by renowned science fiction author Arthur C. Clarke, including 2001: A Space Odyssey; 20 works by Kurt Vonnegut, including The Sirens of Titan; 12 titles from international bestselling business author Stephen R. Covey, including The 7 Habits of Highly Effective People; and 18 works by Robert Graves, celebrated 20th century English poet, critic, and author of I, Claudius and Claudius, the God. RosettaBooks also publishes eBook lines in collaboration with AARP, Harvard Health Publications and Mayo Clinic.

Klebanoff has also been the owner and president of the Scott Meredith Literary Agency for over 20 years. Since the 1970s, he is a leading literary agent and influential presence in the publishing industry having represented books that have grossed greater than $1 billion in retail sales. He is the author of The Agent: Personalities, Politics and Publishing (2002).

A graduate of Harvard Law School (Law Review, 1972) and Yale University, Klebanoff is an advisor to Youth Communication in New York City. When he is not working, he enjoys the cultural opportunities of New York City and traveling.

Barbara-O'Connor

Barbara O’Connor
AARP

Barbara O’Connor
AARP

Barbara O’Connor, Ph.D., is a communications professor from Sacramento, Calif. She is a member of the Audit and Finance Committee and the AARP Foundation Board of Directors. She is an emeritus professor of communications and emeritus director of the Institute for the Study of Politics and Media at California State University, and director and secretary of the California Emerging Technology Fund. Previously, she was assistant director of debate at the University of Southern California and a summer debate instructor at Georgetown University. She has served as chair and founding board member of the Alliance for Public Technology, chair of the California Public Broadcasting Commission and was a founder of the Capital Public Radio network.

barbara-OConnor

Barbara O’Connor
Move.com

Barbara O’Connor
Move.com

Barbara O’Connor is a 25-year marketing veteran and serves as Move’s chief marketing officer. She leads the marketing and communications teams for all Move brands and web sites, as well as the overall strategic brand vision of the organization and marketing objectives. Ms. O’Connor has extensive background in strategic marketing and channel optimization. Barbara spent more than 10 years at Yahoo!, most recently as vice president of global consumer marketing, and also led marketing at companies such as Netscape Communications Corporation, OnLive! Technologies, Apple and many start-ups.

Bill-Broderick-Photo

Bill Broderick
Bosch Healthcare

Bill Broderick
Bosch Healthcare

Bill Broderick is North American Head of Marketing and Global head of Outcomes Research for Bosch Healthcare. Bill has over 30 years of healthcare experience as an educator, hospital administrator, home health executive and consultant. He was the Practice leader for Payer and Reimbursement Strategies at Ingenix focused on using health economics and outcomes research to prove the value of new and commercialized pharmaceuticals. He founded and led the evidence-based sales department at Quintiles, the world’s largest CRO. His current focus at Bosch is to help drive national coverage for content driven telehealth-enabled care coordination. Bill has a BS in Biology from the University of Notre Dame, a Masters in Anatomy and Medical Science from St. Louis University and an MBA from the University of New Mexico in marketing and management.

Bob-Blancato-Photo

Bob Blancato
Matz, Blancato, & Associates

Bob Blancato
Matz, Blancato, & Associates

Bob Blancato is President of Matz, Blancato, & Associates. Bob is the National Coordinator of the Elder Justice Coalition, a non-partisan, 680 member organization. From 2000-2006, Bob served as President of the National Committee for the Prevention of Elder Abuse. He currently serves as the Executive Director of NANASP, the National Association of Nutrition and Aging Services Programs. Bob is a former House of Representatives staff member and spent 17 years on the House Select Committee on Aging. He also served as Executive Director of the 1995 White House Conference on Aging (WHCOA) appointed by President Clinton  In 2012 Bob was knighted by the Republic of Italy. In 2013 Bob was chosen as the Volunteer State President of AARP Virginia  He holds a Bachelor of Arts from Georgetown University and a Masters of Public Administration from American University.

Bob-Rosenblatt-Photo

Bob Rosenblatt
Helpwithaging.com

Bob Rosenblatt
Helpwithaging.com

Bob Rosenblatt is Editor of HelpwithAging.com, a website devoted to the key financial issues of aging, including pensions and Social Security, Medicare, and helping your parents with assisted living communities.
From 1975-2002 he was a Washington correspondent for the Los Angeles Times, where he created the paper’s beat on aging. From 1997-2002, he was also a columnist for the Times’ health section, providing advice on health insurance coverage, both public and private. Rosenblatt is a Senior Fellow at the National Academy of Social Insurance, a think tank dealing with Social Security and Medicare. He is the author of Covering Health Care: A Sourcebook for Journalists, first edition, published by the Alliance for Health Reform and is co-author of Covering Hospitals: using Tools on the Web, and Covering the Health of Local Nursing Homes, from the Association of Healthcare Journalists. He is also co-author of Handbook for Long-Distance Caregivers from the Family Caregivers Alliance.

Brent Wheeler

Brent Wheeler
Response Mine Interactive

Brent Wheeler
Response Mine Interactive

Senior Vice President of Customer Acquisition Services
Response Mine Interactive

Brent Wheeler is the senior vice president of customer acquisition services for Response Mine Interactive (RMI). He has a firm understanding of direct response principles and consumer trends to create strategies that drive strong contributions to revenues and profits of Fortune 1000 companies by optimizing the sales funnel and accelerating lead conversion.

With more than 15 years of experience in direct response marketing and managing a customer acquisition division that is focused on marketing to seniors, Brent has forged strong internal and external business partnerships and is seen as an expert in the senior and home services space.

Prior to joining RMI in 2004, Brent was employed by Google where he worked with clients to enhance campaign performance and conversion. A native of Georgia, he began his career as a regional marketing manager for Winn Dixie Stores Inc., a Fortune 500 company, before embracing the emerging world of interactive marketing in 2002.

Brent has a bachelor’s of business administration in marketing from North Georgia College and State University in Dahlonega, Ga., and is certified in leadership development training at Dale Carnegie.

Brian-Clark

Brian Clark
United Healthcare

Brian Clark
United Healthcare

Sr. Director, Innovation and Business Development
United Healthcare – Medicare & Retirement

Brian has 18 years of experience innovating products from concept to launch and today is responsible for developing and driving differentiation and growth initiatives to  enhance UnitedHealthcare’s Medicare & Retirement portfolio of products and services. Prior to joining UnitedHealthcare in 2011, Brian worked with and invested in early-stage start-up companies providing direction on multiple aspects of launching a new business from raising capital to refining business plans and developing  go-to-market launch strategies.

 

Brooks Kenny

Brooks Kenny
Lotsa Helping Hands

Brooks Kenny
Lotsa Helping Hands

Cheif Marketing Officer
Lotsa Helping Hands

Brooks Kenny, member of the Founding Team of Lotsa Helping Hands and nationally recognized expert in cause marketing and strategic partnering, Brooks Kenny is the force behind the company’s successful enterprise and nonprofit marketing initiatives. As Chief Marketing Officer, Brooks directs the company’s worldwide branding, marketing, and social media efforts by developing strategic partnerships, creating business growth opportunities, and expanding brand reach. Brooks is credited with enhancing the company’s offerings to the nonprofit sector, securing high-profile partners including the Alzheimer’s Association, Muscular Dystrophy Association, National Health Council, and Wounded Warrior Project. She also developed an effective sponsorship model for industry partners who wish to contribute while gaining exposure to the company’s growing base of one million members

Bruce-Daggy-Photo

Bruce Daggy, Ph.D.
Shaklee

Bruce Daggy, Ph.D.
Shaklee

Bruce Daggy, Senior Vice President, Research & Development and Chief Science Officer oversees and directs the functions of corporate research and development. He is primarily responsible for the development of Shaklee’s robust portfolio of products including nutrition, personal care, household, and environmental products of for the home.
His career spans over 30 years in global roles within consumer healthcare. In nutrition, his work has ranged from developing leading nutritional supplements in India to providing sports nutrition products to elite athletes. He also has had a major focus on weight management and metabolic disease. He began his professional career in academia and then spent 10 years in research and development at The Procter & Gamble Company. After P&G, Bruce spent over 13 years at SmithKline Beecham/Glaxo SmithKline in both the United States and the United Kingdom in various leadership positions, including overseeing their global nutritional research and development and managing over 80 scientists in the U.K. as well as a team in India. In addition, he was also the Vice President, Weight Control Research & Development for Glaxo SmithKline.
Prior to joining Shaklee, Bruce served as Senior Vice President, Research & Development and Chief Science Officer at Nutrisystem Inc. where he directed applied research and development for weight management and the prevention or management of obesity-related diseases and disorders.
Bruce has a Ph.D. in Nutritional Biochemistry from Cornell University and a B.A. in Biology from University of Virginia. He has authored 80 publications and abstracts and has developed 13 patents in his name. He serves as Adjunct Professor and Advisory Board Member within the Nutrition, Food, and Exercise Sciences Department of Florida State University. He is a member of the American Society for Nutrition and of The Obesity Society, and has been an active volunteer with the American Diabetes Association’s Greater Philadelphia Community Board and its Education and Advocacy Committee.

Cathy Smith headshot 181x181

Cathy Smith
Google

Cathy Smith
Google

Head of Industry 

Cathy Smith has worked at Google since 2005 and currently serves as head of industry for the social and information vertical. In this role, she manages a sales team that designs customized advertising solutions for clients using Google products such as Search, Display, Mobile and YouTube.

Prior to Google, Cathy worked for The Princeton Review and an online advertising start-up called RealNames Corporation. Cathy earned her bachelor’s of arts in international studies and political science with a minor in German from the University of Oregon.

Chris-Downie

Chris Downie
SparkPeople

Chris Downie
SparkPeople

Founder/CEO

Chris Downie, SparkPeople Founder/CEO and author of the New York Times Best Selling book, The Spark, is an entrepreneurial success story who is now giving back by “sparking” millions of people to reach their goals.

Chris started SparkPeople in 2000. SparkPeople’s mission is to SPARK millions of PEOPLE to reach their goals using health and fitness as a springboard to reach goals in all areas of life. SparkPeople now has one of the largest and most popular diet/fitness/health websites in the world with approximately 12-15 million unique visitors per month.

Other SparkPeople websites include SparkRecipes.com and SparkTeens.com and SparkAmerica.com launching in October, 2013.

Claire-McDonnell-Photo

Claire McDonnell
True Link Financial

Claire McDonnell
True Link Financial

Claire McDonnell is the Co-Founder of True Link Financial, a financial technology company dedicated to helping boomers protect their older loved ones’ financial well-being and independence. True Link enables older adults to spend their money safely without falling prey to scams, misleading marketing, or outright fraud via a caregiver-managed spending monitor, mobile alerts, and debit card. At True Link, Claire leads product and operations with a focus on user-centric design. Prior to True Link, Claire founded Awardly, a mobile wellness rewards platform. Earlier in her career, she was a Runway Entrepreneur focused on new product development at Innovation Endeavors, Eric Schmidt’s venture capital firm, a management consultant with The Bridgespan Group, Bain & Company’s social sector affiliate, and a member of the marketing and operations teams at Teach For America. Claire founded True Link because of her family’s challenges with this issue as her grandmother aged.

Cynthia-Mackey

Cynthia Mackey
Winning Strategies LLC

Cynthia Mackey
Winning Strategies LLC

CEO

Cynthia Mackey is a technologist with a marketing focus having 15+ years experience providing web design, development and online marketing services through Winning Strategies LLC, a digital marketing agency she founded. Her corporate experience spans the entire supply chain from manufacturing to product marketing
and sales. Recent work has focused on assisting startups and traditional businesses in integrating traditional marketing strategies with emerging digital tactics. She is an award-winning trainer, and has taught numerous
workshops, seminars and webinars throughout California. Cynthia and her team launched Babyboomer Business Online Institute in 2013, to provide education for non-tech savvy business owners struggling with technology advances and business requirements.

Dan-Furlong-Photo

Dan Furlong
Mobiplex

Dan Furlong
Mobiplex

Dan Furlong is an avid golfer who enjoys playing all over Northern California’s beautiful courses. He understands both the golf and fitness aspects of the boomer marketplace. In addition to being a golfer, Dan played rugby at St. Mary’s College in Moraga, Ca. He was also a participant in two Powerade commercials and GSP Rushfit, an infomercial DVD workout program. Dan is also a graduate of The George Washington Law School and is a consultant for Mobiplex.

David Inns

David Inns
GreatCall, Inc.

David Inns
GreatCall, Inc.

President & CEO
GreatCall, Inc.

David is currently President and CEO of GreatCall Inc.  GreatCall provides a wide range of mobile health and safety services to older consumers.  Since the launch of the Jitterbug platform in 2006, GreatCall has been innovating in services ranging from mobile access to live registered nurses, medication adherence and wellness coaching to mobile personal emergency response.  GreatCall’s services are available on proprietary devices designed for simplicity as well as on iOS and Android platforms. A leader in innovation, GreatCall’s “Jitterbug” was the first mobile service designed for older consumers and “5star Urgent Response” was one of the first mobile PERS solutions in the world.
Before joining GreatCall, David was Vice President, Consumer Markets for Bell Mobility in Canada where he ran the $1.6 billion consumer market P&L. He was also Vice President, Consumer Marketing for Bell Canada where he ran the $4 billion wireline P&L. David was a Partner at DiamondCluster International in the Chicago and San Francisco offices.  David holds a B.Sc. in Electrical Engineering from the University of Western Ontario. He has an MBA from the J.L. Kellogg Graduate School of Management at Northwestern University and is also a licensed member of the Association of Professional Engineers.

DavidWeigelt-Photo

David Weigelt
Immersion Active

David Weigelt
Immersion Active

David Weigelt is President and CEO of Immersion Active, the digital marketing agency focused solely on the 50–plus markets. As the leading authority on marketing to Boomers and seniors online, David and his team’s strategic campaigns are directly responsible for over $1 billion in successful online transactions.

David is the co–author of Dot Boom: Marketing to Baby Boomers Through Meaningful Online Engagement, a book praised by executives at Microsoft, PBS and Humana for its innovative mix of “behavioral theory and cutting edge Internet marketing strategy.”

David sees himself as just one part of a very important ecosystem with a very important mission – changing the face of aging. As such, some of David’s contributions include Silver Tsunami, the leading ebrief on the mature markets and the IMMN webinar series; as well as speaking nationally and internationally on the topic of online marketing to boomers and seniors. He was a founding board member of the International Mature Marketing Network (IMMN) and is an active member of The Society, an international group of thought leaders on aging.

Deb-Citrin-Photo

Deb Citrin
Phillips Home Monitoring

Deb Citrin
Phillips Home Monitoring

Deb Citrin is the Senior Director of Strategy and Business Development for Philips Home Monitoring, a business unit within Philips Home Healthcare Solutions which is focused on developing and providing solutions that help seniors and caregivers of at-risk seniors enable successful aging in place. Its offerings include the market leading Philips Lifeline medical alert service that includes automated fall detection with its AutoAlert feature. Prior to this role, Deb served as Sr. Director of Healthcare Marketing for the Philips Lifeline business.
Deb has nearly 20 years of experience in identifying and marketing solutions to assist populations to age successful and with independence and is passionate about making the aging experience better for older adults. She was a member of the ASA Leadership Council in 2004 -2006 representing Lifeline.

Dec-2012-Headshot---Deborah

Deborah Fisher
Response Mine Interactive

Deborah Fisher
Response Mine Interactive

As a recent inductee to the Boomer segment, Deborah Fisher regularly shares thoughts and experiences as a Boomer, and more specifically the Sandwich generation. She is devoted to discussing her personal journey as a 50+ year-young, single, marketing and advertising executive who has worked hard in order to get to her empty nest.

Deborah is the Vice President of Marketing at Response Mine Interactive, an award winning digital agency that takes hard-core direct response techniques and media organization to the world of internet marketing. With more than 20 years’ experience in digital asset development and digital media marketing, Deborah has focused her career on strategic planning within social, paid search, display advertising, rich media and SEO.

Don-Jones-Photo

Donald Jones
Qualcomm Life

Donald Jones
Qualcomm Life

Donald Jones serves as vice president of Global Strategy & Market Development at Qualcomm Life, Qualcomm’s healthcare subsidiary. He is responsible for Qualcomm’s market development of wireless technologies and platforms in the health, fitness and life sciences markets, and is recognized as a leader in the field. Jones is also Chief Digital Officer at the Scripps Translational Science Institute, working with Eric Topol, MD, on the digital convergence of genomics and wireless health. He is founder and Chairman of the Wireless Life Sciences Alliance (WLSA), a 501c (6) trade organization (www.wirelesslifesciences.org). In 2011, Jones designed the $10 million Qualcomm Tricoder Xprize, a global competition currently underway to design a consumer usable device which can make medical diagnoses (www.qualcommtricorderxprize.org).

Jones is a Member of the World Economic Forum Health and Healthcare Industry Project Working Group. He is on the boards of the Alliance Healthcare Foundation (www.alliancehf.org) and the American Telemedicine Association (www.atmeda.org). Jones was a founding board member of the West Wireless Health Institute (now the West Health Institute www.westhealth.org). He was formerly the COO of Medtrans, now EMSC, the world’s largest emergency medical services company (www.emsc.net). He was founder and Chairman of EMME (www.emme.com.mx), Mexico’s largest consumer membership healthcare company. In 2010, the San Diego Transcript named Jones one of ‘San Diego’s Top Influential’s and Fierce Health IT named Jones one of the 10 Disruptive Forces in Health IT. In early 2010, Jones was named to the Consumer Innovations Solutions Board at Sanofi Pharmaceuticals.

Jones holds a bachelors’ degree in biology and bio-engineering from the University of California, San Diego, a Juris Doctor from the University of San Diego and an MBA from the University of California, Irvine. Jones holds multiple issued and pending patents in the use of cell phones in incentive reward programs, asynchronous media communications and health care.

Marilyn-Ditty

Dr. Marilyn Ditty
Age Well Senior Services, Inc.

Dr. Marilyn Ditty
Age Well Senior Services, Inc.

Dr. Marilyn Ditty is widely acknowledged as a distinguished expert in the field of gerontology and is a devoted advocate for senior citizens on the local, state, federal and international level. She currently serves as Executive Director of Age Well Senior Services, Inc., a nonprofit public benefit charitable organization that provides vital services to the elderly in South Orange County. Dr. Ditty also serves as an Adjunct Professor of Public Administration in the doctoral program at the University of La Verne, and also, instructs master level courses in Gerontology. In addition, she is an Associate Professor in Gerontology at Saddleback College in Mission Viejo, California.

Wen-Dombrowski-2012

Dr. Wen Dombrowski
Connected Health

Dr. Wen Dombrowski
Connected Health

Dr. Wen Dombrowski, MD, MBA is the Chief Medical Information Officer and Vice President of Connected Health for the Visiting Nurse Association Health Group where she oversees care innovation, telehealth, analytics, I.T., and online engagement. Dr. Dombrowski is a physician leader in social media, informatics, home care, community health, and care coordination. Her prior work experience includes clinical and administrative positions with Metropolitan Jewish Health System, Morris Heights Health Center, the Visiting Nurse Service of New York Choice Health Plan, and independent consulting.

Eric-Taub

Eric Taub
Journalist

Eric Taub
Journalist

Eric Taub has been writing about the intersection of technology and society for over 20 years. He is a regular contributor to The New York Times, having been one of the original writers for the newspaper’s famed Circuits technology section. He currently writes about healthcare, consumer electronics, and automotive technology, among other topics.

He is also a corporate consultant to companies involved in consumer electronics and digital health, having worked for Apple, IBM, Panasonic, and others. Additionally, he is partnered in a new healthcare startup venture.

Eric is the author of two best-selling business books: one about the Ford Motor Company, and the other chronicling the often-arcane process of making a Hollywood motion picture. His latest work, Does This Plug into That? Simplify Your Electronic Life explains technology to people who don’t understand technology. It was published in January, 2014.

Gad-Photo_high-res

Gad Shaanan

Gad Shaanan

Gad Shaanan is an entrepreneurial visionary, innovative designer and evolutionary engineer who has dedicated his life to creating winning products and inventing opportunities. Born with a critical eye and deep curiosity about how things work, Gad has launched and overseen the production of a myriad of products that millions of people use every day. From an entry-level cell phone to kitchen utensils to rear-projection televisions and commuter trains, he designs for maximum ease of use and maintenance. In doing so, he has proven the value of positive emotional connection between brand, product and consumer.
Gad is the holder of numerous patents. He is a trusted advisor to Fortune 500 companies and a competitive strategist whose disciplines include marketing, product development, engineering and design.

Gail-Sheehy-Photo

Gail Sheehy
Author

Gail Sheehy
Author

Gail Sheehy is the author of sixteen books, including the classic New York Times bestseller Passages, named by the Library of Congress one of the “ten most influential books of our times”. As a literary journalist, Sheehy was one of the original contributors to New York magazine, and has been a contributing editor to Vanity Fair since 1984. She is a seven-time recipient of the New York Newswomen’s Club Front Page Award for distinguished journalism and won the Washington Journalism Review Award for Best Magazine Writer in America. A popular lecturer, she was named AARP’s Ambassador of Caregiving in 2009. Her inspiring memoir, DARING: My Passages, will be published next fall by Harper Collins. It chronicles her trials and triumphs as a groundbreaking “girl” journalist from the 1960s and ‘70s, who grew into an iconic guide for women and men who seek to have it all.

Gavin-Teo-Photo

Gavin Teo
Comcast Ventures

Gavin Teo
Comcast Ventures

Investment Professional
Comcast Ventures

Gavin Teo is an investment professional with Comcast Ventures, based in San Francisco. Gavin identifies, evaluates and executes new investments in digital healthcare, and supports Comcast Ventures portfolio companies on product and growth strategy.

Prior to joining Comcast Ventures, Gavin worked in Product Management at Zynga, where he was responsible for building growth features for FarmVille, and later for developing Zynga’s international roadmap. Preceding Zynga, Gavin worked at Microsoft Xbox and for Bain & Company, where he advised healthcare clients on technology and growth strategy.

Gavin graduated magna cum laude from Claremont McKenna College with a degree in Economics. He earned an MBA from The Wharton School, where he graduated as a Palmer Scholar and served as President of the Family Business Club.

Jack-York

Jack York
It’s Never 2 Late

Jack York
It’s Never 2 Late

Founder

Jack York (Centennial, Colorado) founded It’s Never 2 Late in the summer of 1999 after spending 14 years in the Silicon Valley.  He retired from that industry as vice-president of strategic sales for Vishay Intertechnology.  In 1998, he began donating computers to assisted living centers in California with his other business partners.  This endeavor became a labor of love, and the enthusiasm that the seniors showed in jumping into the computer world motivated him to establish It’s Never 2 Late.  Jack speaks throughout the country, and internationally, on how adaptive technology should be accessible to all older adults in senior living communities.

It’s Never 2 Late specializes in constructing adaptive computer labs for older adults in all stages of life.  Their unique combination of adaptive technology, plus ease of use software, allows individuals, regardless of any physical or cognitive disabilities, to be able to take advantage of the health and connectivity benefits of the Internet.  They have connected thousands of seniors to technology, working in nursing homes, assisted living communities, independent living communities and adult day programs. They have set up over 1400 programs in all 50 US states, Canada, Australia and Northern Ireland. Their work has been recognized by Fox News, National Public Radio and the Wall Street Journal, and multiple senior living publications.

 

Janet-Taylor-Photo

Janet Taylor, MD, MPH

Janet Taylor, MD, MPH

Dr. Janet is a Community Psychiatrist in NYC. She is on the frontline battling the emotional and economic impact of mental illness. She holds a M.D. from the University of Louisville, completed her psychiatric residency at New York Medical College and obtained an MPH from Columbia University “s Mailman School of Public Health. She has a column in Family Circle Magazine, “Ask Dr. Janet”. Dr. Janet is also frequently featured on CBS “Early Show” and NBC “The Today Show” and GMA. She is a former host of the Discovery Health/OWN series, “Facing Trauma” and was the Guest Care Director for “The Jeremy Kyle Show”. Dr. Taylor is the Chief Visionary of Wired4Wisdom.

Jeff-Makowka

Jeff Makowka
AARP

Jeff Makowka
AARP

Jeff Makowka has over a decade of experience in strategic analysis, management consulting and market research. For over 5 years, Jeff has been focused on the wants and needs of the 50+ both domestically and internationally. As Senior Strategic Advisor in AARP’s Thought Leadership group, he supports the organization’s new brand positioning around a focus on living not just aging and for people 50+ to live their best life.
Prior to this role, Jeff held the position of Senior Manager, Global Member Value in AARP’s Membership Development group. Before his work at AARP, Jeff was a Project Manager and Senior Business Analyst in the Monetizing Knowledge Practice at Edgewater Strategy Services. Before working at Edgewater, Jeff held positions as a Research Associate and Web Business Analyst with Jupiter Media Metrix.

Jeh-Kazimi-Photo

Jeh Kazimi
Breezie

Jeh Kazimi
Breezie

Jeh is a serial entrepreneur and the founder of Breezie – an interface-as-a-service platform that makes it possible for digitally isolated older adults to enjoy the social, commercial and health benefits of being online.
This innovative, UK-based company is pioneering the use of smart analytics to develop personalized, touch screen interfaces for older adults. These smart interfaces can be created and managed by family or care givers remotely and can seamlessly integrate a wide range of aging-in-place technologies and third party health services.
Jeh started this venture based on his personal need to make it simple for his parents to get online – but found most available solutions were severely limiting or downright patronizing.
Jeh did his engineering at MIT-India and is a Sloan fellow from London Business School. He has more than 15 years of entrepreneurial experience and prior to founding Breezie, he worked for many years in early stage venture capital and a wide range of sectors from retail and telecoms to utilities across Asia, Europe and the US.

Jessica-Brumbach

Jessie Brumbach
Home Instead, Inc.

Jessie Brumbach
Home Instead, Inc.

Jessie Brumbach, Chief Brand Officer at Home Instead, Inc., oversees the marketing division and its efforts to build brand awareness; generate media attention for the organization and senior care related issues; and generate prospective franchise owner leads.
Jessie joined the Home Instead Senior Care staff in 2007 as marketing director. She was previously employed by Cox Communications, where she worked for 15 years in various roles including consumer and business-to-business marketing and advertising; product management; and media sales management. Jessie also worked in film marketing and publicity at Universal Pictures and MGM and lead marketing and sales efforts at the Hollywood Bowl and Los Angeles Philharmonic.
Jessie is honored to be a part of Home Instead Senior Care team. “The idea that we can enhance the lives of seniors and their families by our CAREGiversSM connecting with people makes the work intrinsically meaningful. With the upcoming increase in the aging population, the service we provide will continue to be a huge need across the globe.”

Jodi-Lipson-Photo

Jodi Lipson
AARP

Jodi Lipson
AARP

Jodi Lipson, director of AARP’s Book Division, oversees the strategic direction and day-to-day operations of AARP’s print and e-books. She collaborates with publishers, agents, authors, sponsors, and vendors to publish more than a dozen books a year; launched AARP’s first e-books; and navigates new terrain promoting books via social media as well as traditional channels. Her projects have reached more than half a million readers; received broad media coverage, including the Wall Street Journal, New York Times, TODAY Show and Huffington Post; garnered awards for content and design; and reached Amazon’s top 100 best-seller lists.

Jody-Holtzman

Jody Holtzman
AARP

Jody Holtzman
AARP

Senior Vice President, Thought Leadership
AARP

Jody Holtzman, Senior Vice President, Thought Leadership at AARP, has more than two decades of experience helping companies develop and implement competitive strategies and achieve their strategic market goals. At AARP he leads AARP’s new Thought Leadership efforts which support the organization’s new brand positioning around a focus on living not just aging and for people 50+ to live their best life. Previously, Jody led AARP’s research, competitive intelligence and strategic analysis functions. A central focus of this research is to understand the needs, wants and preferences of AARP members and prospective members, their intent to join and renew their memberships, as well as their views regarding AARP’s social mission and policy goals. Prior to that, Jody was AARP’s first Director of Strategic Analysis and Intelligence where his team provided forward looking and actionable insight about AARP’s external environment in support of senior management decision-making. Jody is a member of AARP’s Leadership Team and Brand Council.

John-Gallina

John Gallina
Purple Heart Homes

John Gallina
Purple Heart Homes

John Gallina is a co-founding partner with Purple Heart Homes, a non-profit 501(c)3 dedicated to making life easier for veterans that have served our country.

Gallina (age 35) and his partner Dale Beatty (age 35) reached across generational lines to help older veterans that have aged in place in their homes. As veterans have aged injuries they experienced fighting for our country have made it more difficult to climb steps without pain, or they are bound to a wheel chair in their older homes with narrow doors and hallways.

Purple Heart Homes mission is to provide housing solutions for disabled veterans substantial in function, design and quality, which is done by assessing the needs in older veterans existing homes to make any necessary modifications to provide a safe and accessible barrier free environment.

Gallina has built custom homes, high end homes and luxury town homes. He has been in the building industry since he was 19 years old. He worked as a construction supervisor for KT Isenhour Construction, JD North Construction,

Gallina and co-founder Dale Beatty both enlisted in October 2003 in the North Carolina National Guard.

They were both deployed to Iraq in January 2004. On November 15, 2004 Gallina and Beatty were on a mission near Bayji, Iraq when the vehicle they were riding in hit an anti-tank mine that exploded leaving Beatty a double amputee below the knees and Gallina suffered serious head and back injuries. Both were members of the North Carolina National Guard – 30th BCT – and served with Charlie Battery 1st Bn 113th FA, stationed in Statesville, NC.

JonnyPrice-Photo

Jonny Price
Kiva

Jonny Price
Kiva

Jonny first came to Kiva in 2009 as a volunteer on a five-month externship from his management consulting firm Oliver Wyman. After six years at Oliver Wyman, first in London and then in San Francisco, he joined Kiva full-time in September 2011, to lead the Kiva Zip pilot project.

Julie-Halpert

Julie Halpert
Freelance Journalist

Julie Halpert
Freelance Journalist

Julie Halpert is a freelance journalist with more than two decades of experience writing for many national publications, including The New York Times, Newsweek, Family Circle, Parents, CNNMoney.com, Fortune.com, and AARP Bulletin. She is also the co-author of Making Up With Mom (http://www.makingupwithmom.com/), which focuses on generational differences between women and their mothers and how to resolve them. She has recently started blogging for The Huffington Post. She has focused extensively on issues of aging, writing about how boomers will reinvent themselves during retirement and the struggles that older Americans face in a challenging economy. These are issues she has covered for The Fiscal Times. She has also written about the types of cars that will attract older buyers for AARP Bulletin. She has reported on the air for many public radio programs, including The Environment Report, Marketplace and Living on Earth. You can check out the range of her expertise, and her blog, at: http://juliehalpert.com/

Karen-Rice-Photo

Karen Rice
Constant Contact

Karen Rice
Constant Contact

Regional Development Director
Constant Contact

Karen Rice is the Regional Development Director for Northern California.  She has more than 20 years of experience working with nonprofit organizations, companies and government agencies developing and implementing successful marketing, event management and public relations campaigns.  A former small business owner herself, Karen understands both how easy it is for marketing activities to fall to the bottom of a to-do list and how important it is to make time for the things that work; email marketing works.  Her practical approach to teaching email and social media marketing best practices is highly prescriptive and designed with the busy entrepreneur in mind.

Katy-Thomas-Fike-Photo

Katy Fike
Innovate50

Katy Fike
Innovate50

Katy Fike Ph.D. is the founder of Innovate50 Consulting and the co-founder of Aging2.0, a global innovation network and startup accelerator program. Katy is a PhD gerontologist, strategy consultant, former investment banker, systems engineer and blogger. She is a sought after speaker on topics related to innovation and aging and has been featured in national media including The Huffington Post, BusinessWeek, Forbes, Tech Crunch and Bloomberg TV. Katy is on the Board of Directors of the American Society on Aging and the Family Caregiver Alliance and earned her PhD in gerontology from the USC Davis School of Gerontology.

Kelly-Hudson-1

Kelly Hudson
Scrap Diva Retreats

Kelly Hudson
Scrap Diva Retreats

Kelly Hudson earned a Master’s degree in Business Administration from Santa Clara University. She opened Scrap Diva Retreats shortly after graduation and turned her lifelong passion for scrapbooking into a successful business. Scrap Diva Retreats is a vacation resort located in Murrieta, California. It is nestled high atop the Santa Rosa Plateau and affords attendees breathtaking mountain and valley views from the enormous1,000 square foot craft room. It is frequented by a community of baby boomers who love to scrapbook and spend their leisure time creating artwork with their friends. Scrapbooking is the perfect past time for baby boomers because it provides retirees with an outlet to record precious memories of loved ones. Since 2012, over 300 women have attended retreats and events at Scrap Diva Retreats.

Kelly-Lewis-Brezoczky-Photo

Kelly Lewis Brezoczky
Butterfly Health

Kelly Lewis Brezoczky
Butterfly Health

Kelly Lewis Brezoczky is the CEO and Founder of Butterfly Health, Inc. and a successful consumer products veteran who has more than twenty years of consumer insight and health innovation experience.

Butterfly Health is a dynamic company with a big mission. Its singular focus is a common condition affecting tens of millions of people over 40 called accidental bowel leakage (ABL).

In January 2014, Butterfly Body Liners were launched nationally in Target stores. The patented Butterfly Body Liners were recently selected as an Edison Award finalist, competing alongside other innovative products from Kimberly Clark and Braun. Butterfly also received the prestigious 2014 Visionary New Product Award at the Nonwovens Industry (INDA) Vision Consumer Products conference.

Butterfly Health is an American job creator and is partnered with a world-class, Wisconsin manufacturer. In just two years, the company has raised over $20 million in funding from Canaan Partners, Invus Financial Advisors, City National Bank and private investors.

Kevin-Bracken-Photo

Kevin Bracken
Gymsurfing

Kevin Bracken
Gymsurfing

Kevin Bracken is currently the CEO of Gymsurfing, creating software that lets travelers find a gym and buy discount fitness club passes wherever they are in North. His passion in business is finding unique solutions to modernize old industries, especially in the travel, entertainment and hospitality space. Kevin Bracken has been described as having “undeniably impressive hustle” by The Next Web.com and having “touched over a million lives” by TV’s Jake Sasseville.

In 2005, he co-founded Newmindspace, which quickly grew to become one of the premiere events organizations in New York City and Toronto. Since then, his events have been emulated in 150 cities around the world through his global event properties.

He has designed and executed viral marketing campaigns for international brands like Perrier, Dos Equis, Nestlé, Bacardi, GrubHub, World Wildlife Fund, Virgin Mobile and more. He specializes in generating publicity though massive or unique events. His work has been featured in The New York Times, The Globe and Mail, The National Post, MTV, the Travel Channel and hundreds of other media channels from Brazil to India to Japan.

Kevin-Casey-Photo

Kevin Casey
New Avenue

Kevin Casey
New Avenue

Kevin is the founder and CEO of New Avenue. The company’s mission is to help 1,000,000 homeowners per year expand their single-family home so that grandparents, parents and grandchildren can embrace a more connected, secure and social lifestyle. New Avenue is the leading online platform for creating accessory dwellings and the company’s online project management system takes the painfully complex process of managing an architect and contractor and makes it fun and easy.
Casey’s experience includes various roles in community development, technology and finance. He obtained an MBA from the Haas School of Business at UC Berkeley, researched economic and community development as a Fulbright Scholar in Indonesia, and holds a B.A. in Economics and Anthropology from Fordham University. Early in his career he was a Vice President responsible for the design and project management of Oracle business intelligence systems for US Trust and Charles Schwab.
The anthropologist in him believes that our homes and our communities should address our emotional and social needs, and he founded New Avenue to offer an alternative to the broken financial and home building industries that have lost touch with this mission (and also happened to create the biggest financial crisis since the Great Depression). With a father who is an urban planner and a grandfather who was a modular builder, he learned enough about construction to understand that the greatest challenges in development are education, communication, and planning.

Kevin-Dodson-Photo

Kevin Dodson
Beckon

Kevin Dodson
Beckon

Kevin Dodson is VP of Strategy and Partnerships for Beckon, which is redefining how companies manage, measure, and optimize marketing spend and performance across all channels. Beckon’s Software-as-a-Service (SaaS) solutions give the world’s best brands visibility and insight into what’s working and what’s not, and enable them to beautifully communicate the business impact of everything marketing does.
Kevin has over 20 years of experience in marketing strategy, analytics and product management. Prior to Beckon, Kevin co-founded two startups and was the VP of Product for Quigo Technologies (acquired by AOL), a contextual advertising network. He also co-founded the marketing analytics practice while at Razorfish and has helped both large enterprises and startups more effectively use marketing and customer data to build, launch, and grow products.

Kian-Saneii-Photo

Kian Saneii
Independa

Kian Saneii
Independa

Kian Saneii brings more than 25 years of leadership experience to Independa as CEO. Independa offers senior living organizations an integrated, easy to use technology-enabled independent-living solution, including an option for the world’s first and only TV with embedded enterprise eldercare services. This is offered through Independa’s strategic partnership with LG Electronics, global leaders in Commercial TVs. Independa’s award winning solutions are redefining independence for the elderly with a unique and compelling blend of proactive technologies, helping organizations and family caregivers extend and enhance the independence of care recipients at their residence of choice. Prior to Independa, Saneii was GM of Websense Wireless from 2005-2008. From 2001-2005 Saneii held roles as VP Marketing and VP Business Development at Websense, responsible for all aspects of global marketing, strategy, mergers and acquisitions, OEM sales, and business development through new strategic channels. Before joining Websense, Saneii served as Senior Vice President, Worldwide Marketing and Business Development for IMA, Inc and IPNet Solutions, 1997-2001. From 1985 – 1997, Saneii served in management positions at AT&T Bell Laboratories, DIS Research and FileNet Corporation (acquired by IBM). Saneii earned a Bachelor of Science in Computer Science with Honors, from New York University, Cum Laude, Phi Beta Kappa, NYU President’s Award; also a Master of Computer Science from Rutgers University.

KristenLevine

Kristen Levine
Fetching Communications

Kristen Levine
Fetching Communications

Kristen Levine is the authority on pets and people living their best lives together. She’s a 25 year pet industry veteran and founder of Fetching Communications, the first marketing agency to exclusively serve the pet and veterinary marketplace.
An author, speaker and boomer marketplace advisor to the pet industry, her current collaborations include projects with Comcast, Bissell, HSN, Toyota and Snaptracs. She writes for longevity blogs including VibrantNation.com and NextAvenue.com (http://nextavenue.com/) and just launched a boomer-centric travel series for Fido Friendly Magazine (http://www.fidofriendly.com/). Read more about Kristen’s pet and Boomer marketplace opportunities at KristenLevine.com (http://kristenlevine.com/).

Laura-Mitchell-Photo

Laura Mitchell
GrandCare Systems

Laura Mitchell
GrandCare Systems

Laura is a founding member of GrandCare Systems. A significant part of her initial role was to bring the product to market in 2006 through the development of a nation-wide distribution network. Laura specializes in Social Media and non-traditional, guerilla marketing strategies, furthering GrandCare brand recognition throughout the digital health industry, and has been featured in Forbes for her work.

She travels nationwide, providing educational presentations on digital home health, social media, using technology to mitigate hospital readmissions, and go-to-market strategies. Venues include the AARP National Convention, AHIMA, NAHB, Connected Health Symposium, ASA, CEDIA, CEA Industry Forum, and CES. She has also authored various magazine articles on the digital health market and go-to-market strategy.

Laura was a key organizer for the EHX and CEDIA Future Home Pavilion Educational Tracks. In 2008, she created the industry-wide Aging and Technology webinars. She was the recipient of the What’s Next 2011 Boomer Business Innovation Award for Excellence in Leadership and Innovation and was awarded the 2012 Dealerscope’s “40 Under 40” Award.

Laurie-Orlov

Laurie M. Orlov
Aging in Place Technology Watch

Laurie M. Orlov
Aging in Place Technology Watch

Founder
Aging in Place Technology Watch

Laurie M. Orlov, a tech industry veteran, writer, speaker and elder care advocate, is the founder of Aging in Place Technology Watch, a market research firm that provides thought leadership, analysis and guidance about technologies and related services that enable boomers and seniors to remain longer in their home of choice.

Levi Wardell

Levi Wardell
Interactive Strategies

Levi Wardell
Interactive Strategies

If you could blend an adrenaline rush, a dozen years of digital marketing experience, a dash of sarcasm and a slight touch of OCD, you would get our Levi Wardell, currently the Director of Online Marketing at Interactive Strategies.

He may not be the loudest in the bunch, but Levi is one of the most zealous marketers you’ll find in the digital space. After all, he has dedicated his life to fighting the Google machine for the good of his clients and drinking from the social media fire hose on a daily basis. When he’s not sitting in front of his computer (often times yelling at it), he’s probably out at a speaking engagement teaching folks about the latest and greatest in the industry.

Since he realized that writing code didn’t suit his fancy in the late 90’s, Levi has been fortunate enough to work with some of today’s leading brands in the non-profit, government, small business and Fortune 500 arenas. Organizations include the National Association of Wholesale Distributors, American Institutes for Research, Agora Publishing, The Washington Redskins, Brooks Brothers, Discovery Education, Next Day Blinds, The Ad Council and others.

To get specific, Levi’s proficiencies include strategic cross-channel campaign development, content marketing, SEO, PPC, conversion optimization, social media marketing, email marketing, mobile optimization, user-metric analysis, interactive media, information architecture and user-experience strategy.

With as much time as he spends “on the grid”, it is no wonder he finds relaxation off-line. If you want to find Levi off-hours, look up. Levi’s been known to jump out of a perfectly good airplane from time to time. When he’s not falling at terminal velocity, he also enjoys photography, driving American muscle cars and spending time with his equally fanatical wife and son.

Lisa-Landers-Photo

Lisa Landers

Lisa Landers

Linda Landers is a recognized thought-leader in the marketing to women space, having spent 20 years creating brand-building campaigns that resonate with female consumers. But it’s not just the career that has provided her with the wealth of experience she brings to each project. She understands the woman-mom-wife-career thing – it’s who she is and what she lives each day. Ask Linda and she’ll tell you it’s equal partsmarketing, motherhood and mayhem.

Linda and her team have launched new products, sustained heritage products and resurrected older products for such brands as Procter & Gamble (Ivory, Pampers, Old Spice), Seneca Farms, Heritage Foods, 8th Continent Soymilk, Hilton Hotels, United Airlines, BabyFirstTV, American Suzuki Motor Corporation, Four Seasons Hotels & Resorts, University of Phoenix and Kashi.

As a baby boomer, mother and working professional, Linda understands that one size doesn’t fit all when marketing to women, and works with clients to create programs that utilize both traditional and social media communications strategies based on sound research and positioning. She leads a dynamic team who bring their passions to each client’s campaign every day.

lori-bitter

Lori Bitter
The Business of Aging

Lori Bitter
The Business of Aging

Publisher

GRAND

Lori Bitter provides strategic consulting, research and product development for companies seeking to engage with mature consumers at The Business of Aging. She also serves as publisher of GRAND – the digital magazine for grandparents. Lori is the former president of Continuum Crew and Crew Media, owner of Eons.com. She was president of J. Walter Thompson’s Boomer division, JWT BOOM, the nation’s leading mature market advertising agency, and led client service for Age Wave Impact. Lori was recently featured in Forbes magazine, Ad Age’s mature consumer supplement, and named to Entrepreneur Magazine’s 100 to Watch List. Lori holds a MS in Advertising and is a former Associate Professor of Advertising and PR. She is currently working on a book about the Grandparent Economy, due in early 2013.

Madeline-Pantalone

Madeline Pantalone
GreatCall, Inc.

Madeline Pantalone
GreatCall, Inc.

Vice President of Business Development

Madeline has more than 25 years of experience in strategic planning, business development, marketing, UI design, product development and program management. Currently she is Vice President of Business Development for GreatCall, an innovator in cellular products and mobile health and safety apps for boomers and seniors. Previously she worked with technology start ups, and held executive positions with a number of Fortune 200 companies and regional medical centers. Madeline has a B.A. in Mathematics and a M.B.A. from U.C.L.A.

Mark-Miller

Mark Miller
Journalist

Mark Miller
Journalist

Mark Miller is a journalist and author focused on retirement and aging.
He is a retirement columnist for Reuters, Morningstar and WealthManagement.com, and is a regular contributor to the AARP Magazine. From 2008 to 2011, he wrote the weekly syndicated column Retire Smart for Tribune Media Services.
Mark is the author of The Hard Times Guide to Retirement Security: Practical Strategies for Money, Work and Living (John Wiley, 2010). He also contributed chapters to The Silver Market Phenomenon: Business Opportunities in an Era of Demographic Change (Springer, 2008) and 65 Things to Do When You Retire, 65 Notable Achievers on How to Make the Most of the Rest of Your Life (Sellers Publishing, 2012).
Mark edits and publishes RetirementRevised.com, which has bee featured as one of the best retirement planning sites on the web by Money Magazine.

Mary-Furlong

Mary Furlong
Mary Furlong & Associates

Mary Furlong
Mary Furlong & Associates

President & CEO

Mary Furlong, Ed.D., MFA’s president and CEO, is a leading authority on the baby boom generation as it moves toward and beyond age 50. Through her three companies she has raised over 130 million in venture financing and corporate sponsorships for companies with products and services to serve the needs of the boomer/senior marketplace. In March 2011 Mary received an award as one of the top 100 Women of Influence by the Silicon Valley Business Journal and is also the author of “Turning Silver into Gold: How to Profit in the New Boomer Marketplace”.

Melanie-Rae-Photo

Melanie Rae
Guided Business Plan

Melanie Rae
Guided Business Plan

Simplifying business concepts is the foundation of Guided Business Plan, an entrepreneur-education firm that Melanie Rae founded. She wrote the GUIDED Business Plan™ with an easy, step-by-step approach that motivates new and existing business owners to create a comprehensive plan of action. She followed that up with the GUIDED Social Media Plan™ to make it easier for 30+ year olds to understand how the time investment in online marketing translates to business growth. She is an avid LinkedIn® user who has attracted over 6,000 members to join the two groups she started. Business development centers across the U.S. utilize her workbooks and curricula including the newest title, GUIDED Pre-RFP Plan™ that inspires microenterprises to pursue government contracting.

m_carroll-4910

Michael Carroll
Optum

Michael Carroll
Optum

Michael Carroll collaborates across the Optum health services and UnitedHealthcare health benefits businesses to develop and manage long-term, multi-dimensional strategic alliances that advance the company’s growth, brand and social responsibility goals. His responsibilities include management of innovative distribution partnerships in the financial services and trade association sectors, development and activation of broad sponsorship strategies with professional sports and entertainment organizations and deployment of a client engagement discipline that complements relationship and business development priorties.

Prior to joining Optum, Michael was a leader in UnitedHealthcare’s Medicare and Retirement division responsible for marketing strategies across the portfolio of products and services, including Medicare Advantage / Medicare Part D / Medicare Supplement plans, Hospice plans and caregiving solutions.  He also spearheaded the “Do Good. Live Well” corporate social responsibility platform for UnitedHealthcare – a collaboration with the Entertainment Industry Foundation (EIF) designed to inspire a new era of service in the U.S. and to demonstrate the powerful connection between volunteerism and improved health and well-being (www.DoGoodLiveWell.org).

Before joining UnitedHealth Group, Michael spent seven years in the financial services sector, most recently as vice president of product management in the credit card division of U.S. Bank.  During his tenure at U.S. Bank, Michael collaborated with Harley-Davidson, Korean Air and Recreational Equipment, Inc. (REI) to manage successful and profitable co-branded credit card programs. His previous experience includes leadership positions in the marketing and retail industries.

Michael is a guest lecturer at the Leavey School of Business at Santa Clara University and the University of Minnesota School of Journalism and Mass Communication.  He is a graduate of the University of Saint Thomas in Saint Paul, Minnesota.

Nancy-Cullen

Nancy Cullen
Alzheimer’s Association

Nancy Cullen
Alzheimer’s Association

Nancy Cullen serves as the Sr. Director of Product Development and Mission Partnerships for the Alzheimer’s Association. The team’s objectives are to develop mutually beneficial relationships with companies and organizations to further the mission and assist with the business planning for the development of new products and services.

Prior to the above role, Nancy was the Sr. Director of Corporate Initiatives and Business Development at the Alzheimer’s Association where her strategic business relationships focused on employee education, workplace giving, sponsorships, cause marketing and product development. Prior to that role, Nancy was the Director of Biotechnology Marketing for Monsanto. She led the industry North American education campaign for consumer biotech acceptance. In addition she led Monsanto’s corporate reputation campaign. These campaigns were reflective of the partnerships formed with the Council for Biotechnology Information, BIO, Walt Disney World®, and the National Science Teachers Association. The campaign included advertising, public relations, grass-root marketing and educational exhibits to engage the public in open dialogue about the benefits of agriculture biotechnology.

Her scholastic achievements include a Master of Business Administration from Lake Forest, IL and a Bachelors of Business Administration with a major in Marketing from University of Dayton. She has expanded her international education by studying in Ireland, Paris, and Cambridge.

Naser-Partovi

Naser Partovi
Sanitas

Naser Partovi
Sanitas

Naser is Founder and CEO of Sanitas Inc., a startup company focused on developing outpatient management software for patients with chronic conditions.

Naser is also President of Salzburg Investments Inc. focusing on investment opportunities.

Naser was President and CEO of SKY MobileMedia, a leading provider of multimedia applications software for cellular handsets and new generation of connected multi-media devices.

Prior to joining SKY MobileMedia, Naser was Managing Director with San Diego based Enterprise Partners Venture Capital (EPVC). Naser joined EPVC in 2000 with an investment focus in Networking and Media Communications. He invested in and was on the Board of Directors of: Ascendent Systems (acquired by RIM), DragonWave (DWI.TO), NP Photonics, Quorum Systems (acquired by Spreadtrum, SPRD), ReliOn, GoBeam (acquired by Covad), WIDCOMM (acquired by Broadcom), Gigabit Optics (acquired by Oplink), and SKY MobileMedia. He also invested in Tarari which was acquired by LSI Logic.

Naser was Chairman of CommNexus, a non-profit network of hi-tech companies in San Diego during 2006-2007 and a member of the board of directors of CommNexus during 2001-2007. Naser was a member of the La Jolla Music Society Board of Directors from 2001 to 2006.

Naser has over 20 years of management, corporate development, and operating experience. Prior to joining EPVC, Naser was Vice President of Strategy and Business Development for Nortel’s Optical Networks where he was responsible for M&A and partnerships. Naser invested in a number of startup companies and was on the board of directors of Avici and AirFiber.

Naser started his career at Bell-Northern Research doing research in image processing, character recognition, speech recognition, and video compression.

Naser graduated from Canada’s McGill University with a Master’s degree in Electrical Engineering.

Pat-Burns-Photo

Pat Burns
SocialWhirled

Pat Burns
SocialWhirled

Since 2009 Pat Burns has held the position of Director of Communications and Investor Relations for SocialWhirled –an award-winning, cloud-based platform that allows for easy creation and management of marketing and advertising campaigns across the social-mobile-digital landscape – all from one product suite.

Pat is the bestselling author of Grandparents Rock® The Grandparenting Guide for the Rock-n-roll Generation and regional editor of GRAND Magazine. Pat is the proud grandmother of Dylan, Skye, Cosette and their newest family member from Ethiopia – Zeke.

Peter-Radsliff-Photo

Peter Radsliff
Presto Services

Peter Radsliff
Presto Services

Peter Radsliff is CEO of Presto Services, the leading provider of computerless email solutions for family caregivers with loved ones who don’t go online. Peter is also founder and board chairman of the Aging Technology Alliance, a non-profit trade organization. Previously, he was the leader of marketing and product development groups at Seagate Technology, Monster Cable and three other venture-backed start-ups, developing hundreds of new consumer technology products and online services. Peter has also taught graduate and undergraduate design courses at San Francisco State University.

Ravi-Photo

Ravi Komatireddy
Reflexion Health

Ravi Komatireddy
Reflexion Health

Ravi Komatireddy is the co-founder and Chief Medical Officer at Reflexion Health, a San Diego-based startup focused on creating software designed to deliver digital medical therapy. Their first product, the Rehab Measurement Tool, uses Microsoft’s Kinect motion tracking system to guide patients through their physical therapy. He is a Clinical Assistant Professor of Medicine at the University of California San Diego and actively practices as an Internal Medicine Hospitalist. He received a Masters in Clinical and Translational Investigation at the Scripps Translational Science Institute in San Diego where he was the first NIH sponsored physician-scholar in wireless and digital medicine.

Robert-McCray

Robert McCray
Wireless-Life Sciences Alliance

Robert McCray
Wireless-Life Sciences Alliance

President & CEO

Robert B. McCray is the President & CEO of the Wireless-Life Sciences Alliance, Chairman of Alliance Healthcare Foundation, Special Adviser to TripleTree LLC, Member of Midmark Corporation Board of Directors, Member of Board of Directors of CONNECT and an active adviser to several companies. Rob leverages over 25 years of experience as a business owner, senior operating executive, and legal and transactional adviser to private and public companies.

Previously, Mr. McCray served as Chairman, President and CEO of HealthCap, Inc., a successful venture capital-backed physician practice management company; as President, COO and early investor in Digital On-Demand, Inc., a technology company operating the ReDotNet music distribution system in major retail chains; as Managing Director of Caremark Physician Resources, a division of Baxter; and co-founder and Chairman of OnCall Medicine, Inc., a medical house calls company. Prior to his business career, Rob practiced healthcare regulatory and transactional law for 15 years and created a focused inter-disciplinary healthcare law firm and consultancy with a national client base.

Ryan-McBurney

Ryan McBurney
Interactive Strategies

Ryan McBurney
Interactive Strategies

Ryan McBurney, a Washington D.C. native and Syracuse University graduate, is a true lover of the unique power digital marketing provides brands – both big and small – to grow in an influential and cost-effective manner.

His passion for the industry led Ryan to work for a D.C. area startup within the mobile-technology industry where he honed his skills using cutting edge marketing technologies such as QR codes and augmented reality to further enrich the campaigns he developed. His passion for the social landscape soon found him seeking a larger audience. This brought him to various national agencies where he was able to further polish his digital skills and learn to develop cutting-edge campaigns, including email marketing for Tuesday Morning, an award-winning Facebook campaign for the be.group and various other multi-channel campaigns within an array of verticals.

Ryan joined Interactive Strategies as the Digital Marketing Manager where he helps the digital team develop, execute and manage effective online campaigns. On the weekends, Ryan is a Syracuse basketball fan, an armchair quarterback and a self-diagnosed iPad addict. He also hopes to be a Civil War re-enactor one day.

Sally Abrahms

Sally Abrahms
Award-Winning Writer

Sally Abrahms
Award-Winning Writer

Sally Abrahms is a Boston-based writer for consumer and corporate clients specializing in boomer and senior housing, caregiving, and 50+ work. She blogs on family caregiving for AARP and Intel-GE’s Care Innovations.

Sally publishes frequently in the AARP Bulletin and other national venues. Her work has appeared in TIME, Newsweek, The New York Times, The Wall Street Journal, USA Today, The Boston Globe, The Los Angeles Times, PARADE, and AARP the Magazine, and online at forbes.com, aarp.org, huffingtonpost.com, msnbc.com, PBS’s nextavenue.org, and encore.org.

Her corporate clients have included Johnson & Johnson, AARP, Harvard University, Yale School of Medicine, Transamerica, MobileHelp, CareLinx, Care Innovations, and MetLife.

Scott-Collins

Scott Collins
Linkage

Scott Collins
Linkage

President & CEO

Scott Collins is responsible for the strategic direction & growth of the company which connects its more than 460 member locations to a broad range of resources to ensure their ongoing success. Linkage collaborates with senior living providers & thought leaders throughout the country to explore new market opportunities beyond the campus as well as innovative ways of generating revenue and containing costs. Before joining Linkage, Mr. Collins was a Vice President & Senior Account Executive with GE Capital Commercial Asset Funding. Mr. Collins has also held senior management positions in the commercial real estate and textile industries.

Scott_Peifer-Photo

Scott Peifer
AgeTech West

Scott Peifer
AgeTech West

Scott Peifer serves as Executive Director of AgeTech West, a collaborative founded by LeadingAge California, LeadingAge Oregon and LeadingAge Washington to advance technology-enabled aging services. AgeTech acts as an educator, enabler and broker of strategic opportunities to support the success of senior living and aging service providers in leveraging technology.

Scott previously served as Associate Director of the Center for Aging Services Technologies (CAST), a program of LeadingAge (national). In this capacity, Scott led CAST’s state-level policy efforts by providing key resources and guidance to help aging service providers engage state policy makers, state health information exchanges and various technology initiatives. Before joining CAST, Scott was Director of Policy for the Alliance of Catholic Health Care, working with the Catholic Health Systems throughout California on health care reform and other policy issues.

Scott previously served as Policy Director of Aging for Pennsylvania Governor Ed Rendell, leading the policy and legislative activities of the Pennsylvania Department of Aging, as a Legislative Director in the Pennsylvania State Senate and as lead staff of the California State Senate Subcommittee on Aging and Long-term Care. Scott began his policy experience in California, first working for the California Association of Homes and Services for the Aging (now LeadingAge California) as Associate Director, Affordable Senior Housing.

Steve-French

Steve French
Natural Marketing Institute

Steve French
Natural Marketing Institute

Industry Expert

Steve French has over 27 years of marketing, strategic consulting, and management experience across numerous industries. With his focus on healthy aging, wellness, and social sustainability, he works with many global clients on developing new business opportunities, strategic planning, and market research projects. He has pioneered a range of NMI consumer databases that analyze consumer attitudes and behavior, including NMI’s Healthy Aging/Boomer Database. As a recognized industry expert, his expertise is also utilized on a regular basis by global media, is an author of numerous reports and articles, and is a regular speaker at many industry events worldwide.

Steve-Moran

Steve Moran
Senior Housing Forum

Steve Moran
Senior Housing Forum

Publisher

Steve Moran is the publisher of Senior Housing Forum, the fasted growing web based publication on the senior living industry.  It is a site that tackles thorny issues, asks hard questions and challenges long held assumptions.  He has been involved in all aspects of senior living including:  Development, marketing and management.  He is also a business development officer for Vigil Health Solutions.  He is passionately positive about senior housing and assisted living, believing that the industry has only just scratched the surface of opportunities to improve the lives of seniors and their families.

Terry-Bradwell---Headshot

Terry Bradwell
AARP

Terry Bradwell
AARP

Terry Bradwell is a 10 year veteran of AARP, now serving as Executive Vice President & Chief Information Officer, focusing on innovation, technology and business strategy. In this role, Bradwell, a visionary, is “running IT as a business” – fundamentally transforming the IT organization from being a “cost center” to a “value center.” He leverages technology to drive business optimization, enabling high performance from the workforce.

Bradwell has held a number of senior leadership positions and has more than 20 years of domestic and international experience in information technology development, delivery and management. Prior to joining AARP, he worked as a Principle for IBM’s Media and Entertainment practice, with a primary focus of turning around troubled IT projects & corporate change management initiatives.

Tim_Conroy

Tim Conroy
Bosch Healthcare

Tim Conroy
Bosch Healthcare

Tim Conroy is currently Vice President North America Bosch Healthcare.  Previously Senior Vice President Sales and Clinical Quality Assurance for Palladium Privaty Equity supporting with specific focus on post acute and palliative care.  Nearly 20 years of experience in direct clinical care delivery, sales and operations management, and senior management in the population healthcare, home health, and hospice industry.

Tom-Davis-Photo

Tom E. Davis
Susan Davis International

Tom E. Davis
Susan Davis International

Tom E. Davis, Vice President, Susan Davis International, is an accomplished communicator and communications strategist who has worked in the United States and internationally with companies such as Amoco, Mobil, DuPont, Commonwealth Edison, Phillip Morris, and Bethlehem Steel, and has consulted in countries ranging from Japan to Kuwait. He has helped design strategic communications programs for multinational businesses, nonprofits, and government agencies, and provided communication training to hundreds of executives. He heads SDI’s military marketing team and has worked extensively with DOD as well as corporations doing business with DOD and numerous military nonprofit organizations.

Veronica-Combs-Photo

Veronica Combs
MedCity News

Veronica Combs
MedCity News

Veronica Combs is the editor in chief of MedCity News. She and her staff write about innovation in healthcare for a business audience of investors, entrepreneurs and industry executives. They cover everything from drugs and devices to apps and data analysis. She has 14 years of experience in digital publishing, including audience research, community management, and content strategy. Veronica believes that power belongs with the patient and that nothing should be taken too seriously.

Vicki-Thomas

Vicki Thomas
Purple Heart Homes

Vicki Thomas
Purple Heart Homes

Vicki Thomas is in her Encore Career serving as the Chief Communications Officer for Purple Heart Homes, a national non-profit based in Statesville, NC.

The mission of Purple Heart Homes is to provide housing solutions for Service Connected Disabled Veterans that served in all eras. The organization adapts foreclosed homes for wounded Veterans healing both individuals and communities in the process.

They also renovate homes older veterans own to make them safe and barrier free so they along with their caregivers can remain in their homes without having to consider costly alternatives.

Thomas mentored the Co-founders of Purple Heart Homes – Dale Beatty and John Gallina increasing financial support 600% in the first year of working together. She was successful getting them on the cover of TIME in cover story article written by Joe Klein entitled ‘the New Greatest Generation.’

Thomas is a 2013 winner of the $100,000 Encore.org Purpose Prize sponsored by Symetra for Future Promise for the work she has done for Purple Heart Homes.

Prior to her Encore Career Thomas owned her own marketing firm that was one of the nations first promotional firms created to serve companies and non-profit organizations targeting midlife consumers and beyond.

Thomas worked with healthcare companies, assisted living communities, insurance firms, money center banks and brokerage firms to increase product awareness, usage and deposit dollars from the 50+-market segment.

Thomas financed, produced, packaged and marketed the Dancin’ Grannies exercise video and promoted the unknown group to national critical acclaim. Thomas also co-produced the PBS award winning Golden Spirit, a special on Senior Olympic athletes and the PBS show Facing Retirement in Ohio.

Prior to forming her own marketing and promotional firm she was a marketing executive with the ABC Television Network in New York city.

She was also the head of marketing and advertising for Credit Union National Association.

She is married to husband Steve for 43 years. She enjoys sewing, gardening and spending valued time with her treasured friends and family.

Walter-de-Brouwer-Photo

Walter de Brouwer
Scanadu

Walter de Brouwer
Scanadu

Walter de Brouwer is a Belgian internet and technology entrepreneur, futurist, academic and scientist. He is the founder and CEO of Scanadu, a NASA Ames Research Center based company with the mission of making this the last generation to know so little about our health. After a life-altering family medical emergency, de Brouwer founded Scanadu in 2010 to revolutionize home medicine and build the tricorder once imagined in Star Trek. Prior to Scanadu, de Brouwer was CEO of One Laptop Per Child Europe and the founder of Starlab. De Brouwer earned a Masters degree in linguistics from the University of Ghent and a PhD in Semiotics from Tilburg University.

Wendy-Beerbower

Wendy Beerbower
EquityKey

Wendy Beerbower
EquityKey

Wendy Beerbower is the Vice President of Sales for EquityKey, launching this innovative product, designed to transform the economics of homeownership. As Boomers approach retirement, their need for liquidity increases. The founders of EquityKey realized that there simply had to be a better way to serve clients who had significant assets tied up in real estate, yet had no real way to access those assets without selling the property or taking on additional debt. The result was the EquityKey Agreement – a new way to unlock the value of real estate without loans, monthly payments or interest charges. EquityKey pays homeowners cash today in exchange for a share of their home’s future appreciation, unlocking the future value of real estate today.

With more than 25 years in senior sales executive roles for companies like Coldwell Banker and Move.com, Wendy is combining her years of sales leadership and real estate industry expertise, to introduce this transformational product to homeowners. Wendy has a BA in Economics from Rollins College and now lives in San Diego, where EquityKey is headquartered.

Conference Agenda

7:00 am

Registration Open/Continental Breakfast

Seaport Foyer

7:00 am

Press Room

Sponsored be: True Link, Zillner

7:00 am – 6:00 pm

Exhibits Open

Author Book Display Open

Exhibitors:

Beacon News
Breezie
Butterfly
CareLinx
Epsilon
GrandCare Systems
Independa, Inc.
LivWellHealth
Media Horizons
NAMPA
Presto
Rosetta Books
Spark People
StashAll
The Business of Aging
Winning Strategies
Zillner

8:00 am – 9:30 am

Ask the Analyst

A broad look at Commerce Trends – Who, Why, How Will They Buy?

Moderator: Julie Halpert
Speakers: Kevin Dodson, Dr. Gail Kirby, Jeff Makowka

Is mobile the answer to the right retail question? Its growth is projected to increase by 40% in 2014 with spending reaching an all-time high of $38 billion. Add to the mix the emerging data about retail and most marketers realize that we are in a new era – redefining multi-channel marketing. Tablets are leading the way, accounting for 17% of online sales with smartphones close behind at with 9%. Retailors – large and small – are realizing that online commerce is a key tactic, yet 60% of businesses report being unprepared for today’s tablet-smartphone proliferation. Learn about the trends that are driving major changes in retail: mobile, alternate distribution, product placement, pop-up retail, content curation, design, shifts in ad dollars, and more.

Boomer and Senior Housing Trends

Moderator: Sally Abrahms
Speakers: Cathy Smith, Brad Fuqua, Scott Peifer

The housing sector is not only on the rebound, but has moved to being one of the largest opportunities in the longevity economy. The current housing models of CCRC’s and stand-alone assisted living or nursing homes don’t fit the lifestyle, expectations, or interests of the boomer cohort. Boomers are demanding change, so developers and families are re-evaluating what’s out there. New concepts are emerging, from shared and multigenerational housing to co-housing to aging in place to the more home-like Green House nursing homes to intergenerational communities. Boomers are grappling with: Do I downsize? Move into the city? Stay right where I am? Follow the kids? Have Mom move in? Or, go somewhere I have a sense of community and purpose? What about my parents? And, who is going to take care of me when I need help? If I ever need long-term care, what do I want and how can I make sure I have a lot more options than my parents or grandparents? Most importantly, how do boomers monetize the equity in their homes to finance their “new” lifestyle and make sure they stay connected, keep having fun, and think ahead? Here are the latest boomer and senior housing trends, and answers to these important questions.

2014 Perspectives on Why Technology Adoption Matters

Moderator: Eric Taub
Speakers: Terry Bradwell, Mark Miller

All agree that a Digital Divide that separates the technology haves from the have-nots – how much does that matter for older adults? For those who have yet to participate online, the social and economic implications are in sharper focus each year as new devices, products and online services emerge. Consider health care access and information, links to long-distance family, access to educational opportunities, product purchase savings, and finding work. This session of thought leaders will consider implications of the divide and solutions to expanding participation.

Healthcare Big Data: Big data isn’t just the latest IT buzzword. Big data analytics is a reality that will impact your personal life, your business and the future of healthcare.

 

Brief Overview: Madeline Pantalone
Healthcare Organizations: Wen Dombrowski
Employers: Dan Openshaw
Investors: Gavin Teo
Technologists: Bill Broderick

Healthcare big data is a rapidly growing field, creating new business and investment opportunities. In the US, 55% of every healthcare dollar spent is employer-sponsored, and they care that employees receive the appropriate amount of care quickly and cost-effectively. To large corporations, boomers make up some of their most valuable employees, but are also a heavier-healthcare consuming segment due to relative age. Conversely, CMS, commercial insurers, and healthcare organizations that bear risk for the population health are literally on the hook. Join our panel of experts to discover healthcare big data and why you should care about it. Learn why it is important to healthcare organizations and their patients, how it will change the way in which consumers think about their health and make choices, and why it will change the way in which savvy employers approach the healthcare marketplace.

Health, Wellness, and Lifestyle Trends

Moderator: Veronica Combs
Speakers: Gregg Masters, Steve French, Bruce Daggy

Health and wellness is an important trend among boomers and those companies supporting them. New data from Natural Marketing Institute and AARP’s Oxford Study uncovers the latest consumer research and trends relative to health and wellness. Join us to hear from the experts cover the many drivers of healthy lifestyle: caregiving, healthcare, leisure activities, financial challenges, jobs and retirement. Discover how the mHealth revolution is empowering consumers to lead their own care plan with self tracking and personalized care and how fitness technology and platforms are leading the way.

Washington Town Hall Meeting: What You Should Know

Moderator: Mark Miller
Speakers: Bob Rosenblatt, Bob Blancato, Jim Firman, Barbara O’Connor, Greg O’Neill

MEDICARE – The Obama Administration will be pushing the implementation of the Affordable Care Act, which aims at trimming Medicare spending by insurers, hospitals and doctors. How will Medicare beneficiaries deal with this challenge to their pocketbooks?
TECHNOLOGY-Advances are coming rapidly in technology-talking pillboxes, robots to help you in and out of bed-but who will pay for them?

CONSUMERS-As government and business trim their spending, how can consumers protect themselves? What will be the role of non-profits in helping the elderly? How will the healthcare system handles millions of new Medicaid enrollees?

9:30 am – 9:50 am

Networking Break

10:00 am – 10:05 am

Positioning The Day

Mary Furlong

Thought leadership and eBooks

10:00 am

Spotlight on eBooks

Arthur Kiebanoff

10:05 am – 11:05 am

Keynote Session A: The Exploding Consumer Health Market… how big companies and entrepreneurs are engaging consumers and challenging established healthcare models

Introductions: Rob McCray
Speakers: Don Jones, David Inns

San Diego is home to the pioneers in the cellular wireless industry and a magnet for innovative companies focused on health and biotech. It was inevitable that these two industries joined forces to address the needs of an increasingly mobile and tech-savvy society. Join Qualcomm’s Don Jones and GreatCall’s David Inns as they share their insights regarding innovation in wireless and mobile products and services that will help us remain independent and active as we experience the effects of aging. They will offer two perspectives. Don is a pioneer in opening healthcare ecosystems to entrepreneurial companies leveraging wireless technologies. David has successfully grown GreatCall from a small telecom start-up to the leading provider of mobile health and safety services to older consumers. What are the keys to success for companies in the space? How will innovation change the way we think about our health?

11:05 am – 11:25 am

Keynote Session B: The Business Opportunities of the Longevity Marketplace

Jody Holtzman

People over 50 years old in the United States spend $3.1 trillion in consumer spending across all industry verticals, except health. In health, they spend another $1.6 trillion. The paradox is, that despite this huge level of consumer spending these same consumers are underserved with products and services that, put simply, could be a lot better. What is a business to do? What should a startup do? What does disruption look like and where are the opportunities? How does understanding the Longevity Economy help pull back the curtain on finding the opportunities? Where is the investment happening and who is making the investments? This presentation will bring together original research by AARP’s Thought Leadership group and others to answer these questions and help you avoid the question no one wants to hear from their Board of Directors or their investors – Why did you leave money on the table by ignoring the only humongous growth market that exists?

11:30 am – 12:10 pm

Breakout Sessions

Where Do Boomers Spend Their Disposable Income?

Moderator: Jeff Makowka
Speakers: Kristen Levine, Daniel Furlong, Kelly HUdson

Not surprisingly, Boomer consumers are outspending other generational cohorts on their homes and leisure pursuits, as well as things like career, life and health coaching to optimize themselves at work and into their active retirement. And they LOVE their pets—spending more than $53 billion on their furry children last year! In this session, you’ll discover the massive opportunities for marketers targeting Boomers in hot segments such as online gaming, pets, and wellness/self-improvement.

User Interface Design – Guidelines for Boomers

Moderator: Lori Bitter
Speakers:Sami Hassanyeh, Claire McDonnell, Jeh Kazimi

Listen to three of the leading experts on user interface design share best practices and tips in engaging the boomer audience. Discover what AARP has learned about member interest, engagement and device selection. Learn about the user interface design decisions that emerging entrepreneurs are selecting for launch.

Trends in Marketing: eBooks, Print On Demand and Social Media

Moderator: Gail Sheehy
Speakers: Arthur Klebanoff, Mike Lee, Jodi Lipson

Amazon is the most important e-tailer in the world. Kindle is the highest priority digital initiative. See why alliances with Kindle and other etailers can benefit content creators, create sales, and lead distribution to reach international markets. Learn how eBook strategies can be integrated with print on demand for an integrated eBook and print campaign. This is critical to brands expanding thought leadership platforms and leveraging social media to create new channels for their content. Learn why eBook publishing and print on demand are a critical component of the new direct response business model.

Weight Loss, Diabesity, and Fitness Trends

Moderator: Deb Citrin
Speakers: Chris Downie, Brian Clark, Vijay Nadkarni

New global health platforms have emerged that are reaching millions of people and helping to change health management and compliance. Discover how brands are entering this market and using cross platform marketing, influencer programs, and product placement to succeed.

Power “Speed Dealing” Session

Organized by Katy Fike, Aging 2.0, Laura Mitchell, GrandCare, and Peter Radsliff of Presto Services Inc.

Are you an entrepreneur/vendor looking for investors, distribution partners and/or media coverage?
Are you an organization looking to tap into external boomer innovation technologies?
Are you an investor looking for deal flow?
Are you a writer looking to for story-worthy innovations?
Are you sick of relying on serendipity to drive your networking at conferences?
Introducing What’s Next Boomer Summit’s very FIRST “Speed Dealing” networking session.
The ultimate speed networking session to pair innovators with funding partners, providers with enabling boomer products and writers with fresh and interesting content. This structured “Speed Dealing” will facilitate short and meaningful conversations between mutually interested organizations, looking to establish collaborative relationships. Space is limited! Sign up on-site for this session at the Registration desk! Bring your business cards and elevator pitch!

12:15 pm – 1:25 pm

Lunch With The Experts

Sponsored by United Healthcare

Analysts, Agebeat Journalists, Authors, Bloggers, and Boomer Market experts will host lunch tables for discussions that drill down into the issues you care about most. Join your fellow attendees for engaging conversations and deep insight. This experience alone is worth the price of conference admission! Don’t miss it!

1:30 pm – 2:10 pm

Breakout Sessions

Raising Money And Brand Awareness Through Partnerships

Moderator: Alicia Heazlitt
Speakers: Brooks Kenny, Jim Firman, Marilyn Ditty, Nancy Cullen

Now more than ever, companies and organizations are looking at ways to stand out from the pack and showcase the products and services they provide. Taking the time to develop thoughtful partnerships across the sectors can do more than provide a halo effect for your organization – it can expand your reach and bring you leads in new and dramatic ways.  This session will provide examples of how non-profits are diversifying their revenue streams with corporate partnerships. Entrepreneurs and non-profit leaders will showcase new programs that are providing both social benefit and revenue. Non-profit leaders will learn how to identify potential partners and how to pitch an idea to them. For-profit corporations and entrepreneurs will learn what matters when working with non-profit partners.

Five Digital Marketing Tools to Help Entrepreneurs Grow Their Business

Moderator: Steve Moran
Speakers: Cynthia Mackey, Karen Rice, Melanie Rae

Move from traditional thinking about your marketing to new ways of thinking about how to position and communicate your brand. Challenge your current thinking about your website and move from a digital brochure to an app. Understand social platforms and e-commerce on a strategic level as you create your business plan and launch. Examples include LinkedIn, Facebook, Constant Contact, Twitter and Pinterest.

Our Military Veterans: Serving Those Who Serve

Moderator: Tom Davis
Speakers: Jeff Zimman, Tom Davis, Jahn Gallina, Vicki Thomas

For the first time, What’s Next is going to take an in depth look at the business opportunity and ecosystem of the military market. In San Diego alone, the military marketplace comprises one third of the local economy. Entrepreneurs and innovative companies and nonprofit have been entering this market with great success. They are providing tremendous value to our veterans with transitions to work improvement and support in transportation and housing. Discover what creative partnerships have been formed from some of our innovative and award winning thought leaders. Learn how and why the most trusted brands want to provide for those who have served our country so valiantly.

New in 2014 – Become a Growth Hacker in Your Organization

Moderator: Lisa Price
Speakers: Laura Mitchell, Kevin Bracken, Jeh Kazimi

In this first ever workshop featuring “Reverse Mentors,” participants will learn how to hack their way through brand building, lead generation and customer engagement. With a focus on building brand and PR presence in the digital marketplace, marketers in housing, home care, caregiving and related services will take away hot tips to hack their way to the top of their industry.

1:30 pm – 3:30 pm (2 Hour Session)

Consumers and Connected Health (CEO Session)

Moderator: Rob McCray
Speakers: David Inns, Gad Shaanan, Naser Partovi, Alan Greene, Ravi Komatireddy

Consumerism is the next major disruptive force in healthcare. Rob and his colleague Don Jones created the wireless health ecosystem starting in 2000. This session will explore how the Consumer Health market will grow to be larger than the traditional Health Care market. Participants will learn from the experiences of entrepreneurs in this space who will demonstrate their products and engage in a moderated conversation among themselves and with the audience about their work and keys to growing their businesses.

2:15 pm – 3:05 pm

Breakout Sessions

Trends in How To Leverage Your House to Maximize Your Financial Longevity Session: Innovations in the Economics of Home Ownership

Moderator: Steve Moran
Speakers: Wendy Beerbower, Kevin Casey, Girlie Rezzetti

The home is the largest financial asset for American families. Boomers regularly ask: Should I stay put or sell the family home? If I sell, where do I move and should I rent or buy? Do I add a cottage to my home for a family member needing care, a child returning home, a home office for a new entrepreneurial enterprise or an income property? If I want to free up cash from my home, what options are available besides traditional debt or sale of the property?

Learn from the innovators in this $16 trillion market to discover the trends in home financing and real estate for boomers and seniors?

Life Reimagined

Speakers: Dr. Janet Taylor

Boomers have a bonus round of thirty more years and many are reimagining their lives and crafting new paths. Discover new tools and communities to help you navigate this process while learning how boomer entrepreneurs are building businesses that provide income and fulfillment. Discover the brands, tools, and resources that help them succeed. If you’re about to pivot your career, attend this session to gain the knowledge to reinvent, repurpose, and explore entrepreneurship in the next phase.

Marketing to Boomers, Seniors, and Caregivers

Moderator: Peter Radsliff
Speaker: Brent Wheeler, Stuart Rosenthal, Patti Aspenleiter

Think customers 55 and older are all the same? Think again – too often marketers are relying on long-standing assumptions about retirees that are askew, treating a 55 year old the same as a 75 year old will just not get you the conversion you’re looking for. However, testing and optimizing will help you to proactively target both your demographic and psychographic, creating more intelligent marketing and more thoughtful design. Join this leading marketing panel to discover the insights and strategies for marketing to boomers and seniors and share real-world insights about this dynamic demographic group, how they acquire and retain active customers through defined creative, better offers and trusted support.

Targeting the Far End of the Longevity Economy

Moderator: Laurie Orlov
Speakers: Jack York, David Weigelt, Rachel Francine

As the boomers move through the age python, the oldest of them is now 67, many still working and looking forward to another 20 years or more. Most expect that these years will be spent living as independently as possible. But when the boomers look out into the future, what services and products will they really need? Based on the likelihood of living with chronic diseases like diabetes, arthritis, vision or hearing loss, or dementia, what is the assisted living environment of the boomer future and will boomers be able to afford to live there? Money matters — and today, the average age of move-in to assisted living communities, where 700,000 seniors live, has risen to the mid-80′s; the average age of assisted living residents now 89. As they age and their income shrinks, many seniors will live in nursing homes — where more than 10% of the 85+ population lives, mostly on Medicaid. What are the implications of these demographics, now and in the future, — products, services, technology, housing, and health?

3:10 pm – 3:40 pm

Networking Break

Hosted by HomeInstead Senior Care

3:45 pm – 4:25 pm

Breakout Sessions

Failure Takes a Front Seat: Lessons From the Edge of Success

Moderator: Mary Furlong
Speakers: Scott Collins, Vijay Nadkarni, Kat Stinchcombe

Strategies fail. Moving agiley from what isn’t working to what will and knowing when to exit are important leadership qualities. What are the top three mistakes you made and how did you resolve them? Which ones had the biggest impact? Not succeeding is the new success. And the lessons of failure are the new capital for business. Learn how leaders in the Longevity Economy have built, grown and launched companies that have achieved success on every level and then failed. Join a frank conversation of what worked and what didn’t. Hear about team choices, partnerships, funding, and so much more. Bring your questions and issues to challenge this panel of experienced entrepreneurs.

Tools for Entrepreneurs: How To Get Ahead in the Longevity Economy

Moderator: Mark Miller
Speakers: Karen Rice, Cynthia Mackey, Michael Brachman

Boomer entrepreneurs are the fastest growing segment in the entrepreneurship sector. There are a range of tools and software as a service products that can help entrepreneurs build a brand, manage and track sales, identify sales prospects, and manage the flow of work with teams that cross borders. Learn about seven essential tools that can give your business a competitive advantage.

Making Large and Small Partnerships Work

Moderator: Eric Taub
Speakers: Kian Saneii, Dr. Nandhu Nandhakumar

Entrepreneurs create investor decks that have “road maps’ and “go to market strategies” that outline the quarterly goals and objectives for a company. They sketch out the business ecosystem and identify the key business sectors that fit with their product or service. Getting a large company to pay attention and find a path to getting a deal done is no small task. This panel features entrepreneurs who have made deals with large corporate partners and worked hard to optimize the deal for both parties. It also features large corporate partners who will share how to approach and facilitate a deal. Practical tips on what to do and what not to do will be shared.

The Caregiving Business Ecosystem and Marketplace

Moderator: Brooks Kenny
Speaker: Sherri Snelling, Andy Cohen, Jessie Brumbach, Jeff Maltz

According to new national data from Pew Research, 39% of U.S. adults are caregivers, up from 30% in 2010. Increasingly, companies are trying to reach this growing demographic group and provide support, products and services to make their lives easier. But, there’s a catch. Reaching caregivers is tricky business. Caregivers are overwhelmed with messages, resources and responsibilities. They are fraught with worry about their loved ones health, their financial stability and their own households. Many are juggling work while caregiving. How will companies in such industry as housing, insurance, transportation and homecare reach this demographic? What partnerships are necessary to ensure a consistent and trusted message? Learn why companies large and small are sizing and scaling the business ecosystem of the caregiving marketplace.

Interactive Marketing: Social, Mobile, and Digital Media

Moderator: Pat Burns
Speaker: Ryan McBurney, Levi Wardell, Deborah Fisher

Companies that have leveraged social networks to build active and engaged online communities are achieving remarkable results from their online marketing efforts. Learn how some of the industry’s top social marketing companies and non-profits are building online communities and utilizing their power to generate leads, drive sales, and grow their businesses or membership.

4:30 pm – 5:20 pm

Breakout Sessions

2014 Perspectives on Why Technology Adoption Matters

Moderator: Eric Taub

Speakers: Terry Bradwell, Laurie Orlov, Jeh Kazimi

All agree that a Digital Divide that separates the technology haves from the have-nots – how much does that matter for older adults? For those who have yet to participate online, the social and economic implications are in sharper focus each year as new devices, products and online services emerge. Consider health care access and information, links to long-distance family, access to educational opportunities, product purchase savings, and finding work. This session of thought leaders will consider implications of the divide and solutions to expanding participation.

The Grandparent Economy

Moderator: Peter Radsliff

Speakers: Lori Bitter, Pat Burns, Linda Landers

Two trends have converged to change the very nature of the American family and their spending patterns. First is the burgeoning boomer demographic joining the ranks of grandparents, and the second is the economic circumstances young families have found themselves in. Research reveals new living situations, growth in spending by 65 million grandparents across every category, and a shift in what grandparents plan to leave as a legacy.

Funding and Scaling Your Business

Moderator: Mary Furlong
Speakers: Sherwin Sheik, Pamela Olvera, Michael Carroll, Kelly Lewis Brezoczky

Experienced entrepreneurs share their expertise and the steps needed to write a successful funding pitch to different types of investor audiences. See how to identify venture funds, corporate development investors, and angel investors who are funding the longevity economy. Understand the do’s and don’ts of using crowd sourcing platforms for funding your venture.

Growth Hack Workshop

5:30 pm – 6:30 pm

Rooftop Networking Reception

Sponsored by LG

Travel & Hotel Accommodations

Grand-Hyatt-Manchester-San-Diego-Event

The What’s Next Boomer Business Summit will be taking place at the Manchester Grand Hyatt in San Diego on Thursday, March 13, 2014.

MANCHESTER GRAND HYATT

Seaport Tower, Second Floor
One Market Place
San Diego, California, 92101

Hotel

Speaker and Sponsor hotel accommodations are being handled by Susan Davis International. Please contact Nina Foster at nfoster@susandavis.com for hotel information.

Transportation

Airports

San Diego International Airport – SAN
John Wayne Airport, Orange County – SNA
Los Angeles International Airport – LAX

Press Room

To receive a complimentary press pass to the event (including the press conference), arrange interviews or ask questions, please contact:

Lori Bitter
President/Senior Strategist, The Business of Aging
Lori@loribitter.com

Back to Top