Faculty

Bri Stewart

Vice President of Sales Operations
Watercrest Senior Living Group

Bri Stewart is Vice President of Sales Operations at Watercrest Senior Living Group, where she leads strategic sales initiatives driving growth and exceptional customer experiences. With more than 14 years of leadership across senior living, hospitality, healthcare, and revenue strategy, she is known for building high-performing teams and delivering measurable results. Previously, Bri served as Chief Revenue Officer for a private equity-backed hospitality company and Senior Vice President of Sales and Brand for one of the nation's largest nonprofit senior living organizations. She began her career with Marriott and Hilton before earning a master's degree in Speech-Language Pathology before transitioning.

2027 Sessions

The Evolution of the Sales Director Role: From Tour Takers to Revenue Leaders and What Comes Next

Track Sponsored By: A Place for Mom
Session Description: The role of the Sales Director in senior living has undergone a dramatic transformation over the past three decades. What once centered on tours and occupancy tracking has evolved into a complex, data-informed, cross-functional leadership role responsible for driving revenue, influencing operations, and shaping the customer experience. This session takes participants on a journey through the evolution of the role—from the 1990s, 2000s, through today’s highly integrated, performance-driven environment. Using real-world comparisons, historical context, and interactive discussion, attendees will examine how expectations, skill sets, and success metrics have shifted over time. Rather than simply reflecting on change, this workshop challenges participants to evaluate whether their current organizational expectations, training systems, and leadership development practices have evolved at the same pace as the role itself. Through guided exercises and peer discussion, attendees will identify gaps between legacy expectations and modern requirements—and design a forward-looking model for what high-performing sales leadership should look like in the next phase of industry growth. This session is structured as a guided evolution exercise. Participants will begin by reviewing a “1990s Sales Director Profile,” a “2010s Transitional Profile,” and a “Modern Sales Director Profile.” In small groups, they will identify: • What has been added to the role over time • What has been lost or deprioritized • Where organizations are still operating with outdated expectations Participants will then engage in a future-state design exercise, where they will define what a “next-generation Sales Director” should look like. The session concludes discussing alignment with today's role demands.

Co-Presenter

Monday, May 24 1:45–2:30 PM
Sales & Marketing
Faculty

Michelle Anderson

Executive Vice President
Provision Senior Living

Michelle Anderson serves as Executive Vice President, leading growth strategy for more than 35 communities. With more than 25 years of leadership experience, she has built a reputation for driving sustainable occupancy growth, aligning sales and operations, leading successful new developments, turnarounds and acquisitions, and developing high-performing teams.
Michelle is passionate about creating practical, scalable strategies that improve organizational performance while enhancing the resident experience. A servant leader at heart, she’s committed to developing future leaders and advancing the senior living profession through collaboration, innovation and a steadfast belief that every older adult deserves a community where they can thrive.

Faculty

Bri Stewart

Vice President of Sales Operations
Watercrest Senior Living Group

Bri Stewart is Vice President of Sales Operations at Watercrest Senior Living Group, where she leads strategic sales initiatives driving growth and exceptional customer experiences. With more than 14 years of leadership across senior living, hospitality, healthcare, and revenue strategy, she is known for building high-performing teams and delivering measurable results. Previously, Bri served as Chief Revenue Officer for a private equity-backed hospitality company and Senior Vice President of Sales and Brand for one of the nation's largest nonprofit senior living organizations. She began her career with Marriott and Hilton before earning a master's degree in Speech-Language Pathology before transitioning.

From Fragmented to Connected: Using CRM and AI to Drive Revenue Growth

Track Sponsored By: A Place for Mom
Session Description: Session Summary This session will demonstrate how leading operators break down data silos with CRM and Al to align sales and marketing, accelerate the buyer journey, and deliver measurable, revenue-driving results. Session Description Senior living executives face mounting pressure to grow occupancy, control costs, and clearly demonstrate marketing ROI while many still struggle with fragmented systems and inconsistent sales performance. In this session, one operator shares how they partnered with Yardi to unify CRM and Al-driven sales and marketing tools into a single revenue engine, complemented by aggregated operator data provided by Yardi. Attendees will learn how connecting data across the buyer journey improves lead-to-move-in conversion, aligns sales and marketing teams, and enables board-ready reporting that clearly links activity, performance, and revenue outcomes. Attendee Engagement Using live Slido polls, attendees can benchmark their buyer journey metrics and reporting challenges against the operator case study and Yardi's aggregated industry data, followed by a practical takeaway framework they can apply immediately. Participant Interactivity One or two peer-oriented learning experiences will be included. SRG - Allie Goodwin and Katie Ellis

Co-Presenter

Tuesday, May 25 10:00–10:45 AM
Sales & Marketing
Faculty

Katie Ellison

Senior Director of Digital Marketing
SRG

Katie Ellison leads marketing for a 21-community senior living portfolio at SRG Senior Living, where she's spent the last several years figuring out how to make marketing data actually useful to the people running the business, not just reportable, but usable.

Before senior living, she spent years in hospitality marketing, working across hotel portfolios where the same tension existed: ownership wants results, operations wants support, and marketing is stuck translating between the two. That experience shaped how she thinks about this new phase of senior living, where owners are more involved in performance than ever and old assumptions, like "occupancy dropped, so send more leads," don't hold up the way they used to.

Katie will talk about what it actually looks like to build a real, working relationship with ownership around data. One where marketing isn't just answering questions, but helping ask the right ones.

Faculty

Cassandra Grisar

Senior Director of Marketing and Brand Awareness
Brightwater Senior Living
Faculty

Candace Seidle

Manager of Consulting Practices
Yardi Systems

Since 2015, Candace has been a driving force behind Yardi's senior living solutions. With a deep understanding of both implementation and client support, she's leading the charge on Yardi’s Senior CRM, working to guide teams, partner with clients, and shape product evolution.
Candace is passionate about turning technology into tangible success for operators. She works hand-in-hand with senior living providers and Yardi’s development teams to champion innovation, most notably playing a key role in the 2023 launch of Senior CRM for Voyager 8. She strives to ensure every community gets the tools, insights, and support needed to thrive.

Faculty

Allie Smith-Goodwin

MBA
Vice President of Sales
SRG Senior Living

Allie Smith-Goodwin is an experienced executive operations and sales leader with over 20 years of experience in the senior living industry, spanning entrance fee community CCRCs to multiservice senior living product lines. She has supported sales and operations with some of the biggest providers in the field, consistently driving multimillion-dollar growth and operational excellence. Known for her strategic planning and team-building skills, Allie has led transformative initiatives that enhance customer satisfaction and retention. Recognized as a speaker at OHCA, SMASH, CALA, Senior Housing News conferences in addition to national senior living webinars, Allie is known for her ability to seamlessly integrate sales and operations strategies that enhance customer satisfaction, drive growth outcomes and employee retention, making her a trusted voice and innovative leader in today’s competitive business landscape.

Faculty

Bri Stewart

Vice President of Sales Operations
Watercrest Senior Living Group

Bri Stewart is Vice President of Sales Operations at Watercrest Senior Living Group, where she leads strategic sales initiatives driving growth and exceptional customer experiences. With more than 14 years of leadership across senior living, hospitality, healthcare, and revenue strategy, she is known for building high-performing teams and delivering measurable results. Previously, Bri served as Chief Revenue Officer for a private equity-backed hospitality company and Senior Vice President of Sales and Brand for one of the nation's largest nonprofit senior living organizations. She began her career with Marriott and Hilton before earning a master's degree in Speech-Language Pathology before transitioning.

From Silos to Shared Accountability: Creating an Operating Model that Aligns Sales, Wellness, and Operations for Sustainable Occupancy

Session Description: Occupancy growth is rarely a sales problem—or an operations problem. More often, it is an alignment problem. Many senior living organizations unintentionally create competing priorities between operations, wellness, and sales. Sales teams are focused on generating move-ins, while wellness is focused on resident care, and operations are focused on staffing, daily execution and expense controls. Without intentional alignment, accountability becomes fragmented, communication becomes reactive, and opportunities to improve occupancy are lost. This interactive workshop featuring case studies, facilitated discussion, and collaborative problem solving explores how executive leaders can create a shared operating model that aligns sales, wellness, and operations around common goals, shared metrics, and coordinated decision-making. Using real-world case studies, participants will analyze common organizational breakdowns, identify where accountability becomes disconnected, and develop practical strategies to improve collaboration across regional leaders, Executive Directors, Sales Directors, Wellness Directors, and support teams. Rather than focusing on organizational theory, this session provides practical frameworks for establishing clear ownership, effective meeting rhythms, cross-functional communication, and executive accountability that support both occupancy growth and operational excellence. Participants will leave with actionable tools that strengthen collaboration, improve execution, and create sustainable occupancy growth across their organizations.

Co-Presenter

Moderator

Wednesday, May 26 9:30–11:30 AM
Faculty

Jennifer Mohler

VPO, CDT, Licensed ALF Administrator
Vice President of Operations
REGENTRA Care

Jennifer Mohler is the Vice President of Operations for REGENTRA Care, where she leads the national expansion and operational strategy of an innovative regenerative wellness model for senior living. With more than 20 years of executive leadership experience, she specializes in scaling multi-site operations, developing high-performing teams, and driving organizational growth. Jennifer has led franchise launches, clinical research initiatives, operational integration, and the development of standardized systems that support scalable growth. She is passionate about transforming senior living through innovation, evidence-based wellness, and operational excellence that enhances quality of life for older adults.

Faculty

Bri Stewart

Vice President of Sales Operations
Watercrest Senior Living Group

Bri Stewart is Vice President of Sales Operations at Watercrest Senior Living Group, where she leads strategic sales initiatives driving growth and exceptional customer experiences. With more than 14 years of leadership across senior living, hospitality, healthcare, and revenue strategy, she is known for building high-performing teams and delivering measurable results. Previously, Bri served as Chief Revenue Officer for a private equity-backed hospitality company and Senior Vice President of Sales and Brand for one of the nation's largest nonprofit senior living organizations. She began her career with Marriott and Hilton before earning a master's degree in Speech-Language Pathology before transitioning.

Faculty

Marie Wester

MSN, RN
Vice President of Wellness
Bridge Senior Living

Marie Wester, MSN, RN, is a senior living clinical executive, Army veteran, and Vice President of Wellness with experience leading multi-site clinical operations, regulatory readiness, quality improvement, and leadership development. Known for practical problem-solving and steady leadership, Marie focuses on building systems that strengthen teams, improve outcomes, and support sustainable excellence. Her leadership approach blends accountability, operational discipline, and collaboration across clinical, operational, sales, and support teams. She brings a service-driven perspective to senior living, with a commitment to developing leaders, advancing care, and supporting communities in delivering consistent, high-quality outcomes.

Faculty

Michelle Anderson

Executive Vice President
Provision Senior Living

Michelle Anderson serves as Executive Vice President, leading growth strategy for more than 35 communities. With more than 25 years of leadership experience, she has built a reputation for driving sustainable occupancy growth, aligning sales and operations, leading successful new developments, turnarounds and acquisitions, and developing high-performing teams.
Michelle is passionate about creating practical, scalable strategies that improve organizational performance while enhancing the resident experience. A servant leader at heart, she’s committed to developing future leaders and advancing the senior living profession through collaboration, innovation and a steadfast belief that every older adult deserves a community where they can thrive.

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