Category: Roundtable

Artificial intelligence is quickly becoming part of the conversation across the aging services landscape, and CCaH organizations are beginning to explore what it might mean for marketing, operations and strategic decision-making. While many teams are still in the early stages of adoption, the pace of innovation is accelerating, making it increasingly important for leaders to understand where AI is headed and how it might support their work.

That was the focus of a recent presentation by Zack Collevechio, Senior Data Scientist at WildFig and Pavone Group, during Varsity’s most recent Age-in-Place Roundtable. Below are a few Fresh Perspectives from his discussion.

THE AI LANDSCAPE IS MOVING FAST – Major technology companies like OpenAI, Anthropic and Google are releasing new AI models at a rapid pace. Many of the most advanced tools available today didn’t exist just a few months ago, which means the capabilities of AI are improving almost continuously.

NOT ALL AI TOOLS ARE THE SAME – Platforms like ChatGPT, Claude and Google’s Gemini each have different strengths. Some models are better for research, others for writing or media generation. Teams may benefit from experimenting with multiple tools rather than relying on a single platform.

AI CAN HANDLE MORE COMPLEX TASKS – While many people still think of AI as a chatbot that writes emails or blog posts, today’s models can analyze large documents, summarize complex information and support more advanced workflows.

CONTEXT, MEMORY AND AGENTS ARE CHANGING THE GAME – New AI capabilities include larger context windows (which allow tools to process far more information), built-in memory that remembers preferences and templates, and “agentic workflows” where AI can complete tasks more independently.

EXPERIMENT, BUT VERIFY – AI is a powerful tool, but it’s not perfect. Hallucinations can still occur, particularly with niche topics, so human review and fact-checking remain essential.

PRIVACY AND DATA PROTECTION MATTER – Free AI tools may use prompts and inputs to train their models, while paid subscriptions often offer stronger privacy controls. Organizations should consider how data is handled when selecting tools.

Nearly half of LGBTQ+ older adults report feeling socially isolated, a reality that highlights the importance of creating senior living environments where people feel safe, respected and connected. For communities committed to person-centered living, inclusion must be more than a statement. It needs to show up in policies, programming and everyday interactions.

Karen Cushing, Director of SAGECare Business Development, joined Varsity’s weekly Roundtable to discuss how senior living communities can build truly affirming environments for LGBTQ+ older adults. She shared practical insights on cultural competency, inclusive policies and meaningful Pride programming. Below are a few Fresh Perspectives from her discussion.

ISOLATION IS ONE OF THE BIGGEST RISKS

Loneliness remains a major challenge for LGBT older adults, especially for those who lost partners and friends during the HIV/AIDS crisis or were estranged from family. Programs like SAGEYou show how virtual communities, shared activities and conversation-based programming can help rebuild connection.

INCLUSION STARTS WITH LISTENING, NOT ASSUMING

Cultural competency isn’t about memorizing terminology. It’s about listening carefully, avoiding assumptions and mirroring the language people use to describe their relationships and identities. Feeling heard is often the first step toward trust.

VISIBLE SIGNALS MATTER MORE THAN YOU THINK

Small indicators—like pronouns on name badges, rainbow pins or SAGECare credential decals—can instantly signal that a space is safe and welcoming. These visual cues help residents, families and staff feel comfortable being themselves.

POLICIES CREATE THE FOUNDATION FOR BELONGING

Inclusive environments aren’t built on programming alone. Clear non-discrimination policies, inclusive HR practices, thoughtful hiring language and resident education all work together to create accountability and reinforce a culture of respect.

PRIDE PROGRAMMING SHOULD PRIORITIZE CONNECTION 

The most effective Pride initiatives focus less on entertainment and more on conversation and shared experiences. Programs like SAGE Table—where participants use simple prompts to spark dialogue—have proven highly successful at building understanding and relationships.

EMPOWERING CONSUMERS IS THE NEXT FRONTIER

SAGECare is increasingly focused on helping LGBT older adults advocate for themselves through tools like consumer checklists and resource guides. Giving people the right questions to ask providers helps ensure they find communities that truly support them.

HELPFUL LINKS

Karen’s Roundtable presentation – Compassion with Pride

Pride Month Programming Guide – Don’t Hide Your Pride

Resource – LGBT History Month – Oct

Guide – Standing with LGBTQ+ Older Adults

SAGECare Newsletter – Sign up here

Discovery chat – Sign up here to book at 15 or 30 minute call with Karen

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here.

Occupancy is rising, development remains constrained and the first wave of baby boomers is turning 80 — forces that are quietly redefining senior living’s trajectory. The real story isn’t just momentum, it’s what the data reveals about where the market is headed next. 

On Varsity’s weekly Roundtable, Lisa McCracken, Head of Research & Analytics at the National Investment Center for Seniors Housing & Care (NIC), translated NIC’s latest research into clear signals for operators and marketers. Below are a few Fresh Perspectives from her discussion.

DEMAND FOR SENIOR LIVING OUTPACING SUPPLY GROWTH – Occupancy isn’t rising because we suddenly cracked the marketing code. It’s rising because inventory growth is at historic lows while the 80+ population accelerates. The supply-demand gap is doing heavy lifting.

90% IS THE NEW PSYCHOLOGICAL MILE MARKER

With national occupancy nearing 90 percent and record occupied units for 13–14 straight quarters, the industry is regaining confidence. Crossing that threshold signals strength — even if 91.7 percent remains the ultimate benchmark.

PENETRATION IS COMPLEX, NOT DEMOGRAPHIC

Age and income alone don’t determine market success. Cultural norms, policy, labor dynamics, ADLs and local economics all influence penetration. A one percent gain nationally would be massive — but it requires nuance, not shortcuts.

VALUE MUST BE PROVEN, NOT PRESUMED

Feeling impactful isn’t enough. Claims-based research shows residents live longer, have lower mortality and fewer hospitalizations than peers — data that strengthens positioning with payers and prospects alike.

ER VISITS TELL A STORY

Senior housing residents visit the emergency department more often, but are hospitalized less. That tension reveals both opportunity and operational blind spots — and points to the next frontier of improvement.

DEVELOPMENT IS A SLOW SWITCH

Even if capital loosens and construction starts rebound in 15–18 months, extended development timelines mean new supply won’t arrive quickly. Today’s drought could shape market dynamics for years.

DATA IS THE BRIDGE

From value-based care toolkits to expanded market coverage, NIC’s role isn’t just reporting numbers, it’s connecting silos, informing strategy and helping a small but essential sector prepare for a very big future.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Last week, Varsity’s Roundtable was Live from Greystone’s Sales Adventure and featured  John Spooner, Co-CEO of Greystone, and Melissa Heiss, Regional Sales Manager. As guests on Varsity’s weekly Roundtable, John and Melissa shared candid insights on what it takes to build high-performing sales teams and drive sustained interest in today’s increasingly sophisticated senior living market.

From loss aversion and the “invisible cage” of comfort to the power of radical candor and personalized follow-up, the conversation explored how sales and marketing must work together to create real momentum. Below are a few Fresh Perspectives from their discussion.

LOSS AVERSION IS THE REAL COMPETITOR

Prospects aren’t just comparing communities. They’re weighing the certainty of today against the uncertainty of tomorrow. Understanding that people fear loss more than they value gain changes how we guide the conversation.

COMFORT IS THE INVISIBLE CAGE

Whether it’s a prospect resisting a move or a salesperson avoiding a tough question, comfort can quietly stall progress. Growth requires stepping outside routines before you’re forced to.

VALUE PROPOSITION IS PERSONAL, NOT UNIVERSAL

“We’ve been here 40 years” isn’t a value proposition. It’s a credential. The real work is discovering what matters to that specific prospect and aligning the message accordingly.

PRICE IS THE OBJECTION WHEN VALUE IS UNCLEAR

When we fail to connect personally relevant value, prospects default to cost. Incentives don’t replace value — they accelerate decisions once value is established.

HOSPITALITY OUTSHINES CURB APPEAL 

Landscaping matters. But energy matters more. When prospects walk in and see life happening — yoga, lectures, happy hour — they experience betterment, not just amenities.

MARK UP THE BROCHURE

Pristine collateral gets forgotten. Personalized collateral gets remembered. Circle the floor plan. Highlight the poker club. Write notes in the margins. When they pick it up weeks later, it should feel like it was made just for them.

SUSTAINED INTEREST REQUIRES INTENTIONALITY

Prospects don’t go cold. They get distracted. Breaking through requires personalization, timely follow-up and tactical persistence — from “collateral mutilation” to the Golden Email.

RADICAL CANDOR BUILDS TRUST

Seniors don’t need scripted softness. They respond to adult-to-adult conversations that are honest, direct and aligned around next steps.

MARKETING AND SALES SHOULD PUSH EACH OTHER

Innovation doesn’t happen in comfort zones. Marketing should challenge sales with smarter strategies. Sales should challenge themselves to execute better. Momentum happens when both sides lean in.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Grief is woven into the aging journey, yet in senior living it’s often the quiet undercurrent few talk about openly. Beyond the loss of a loved one, residents may be grieving a move, a change in mobility, a shift in identity or the gradual loss of independence. When those transitions go unacknowledged, they can surface in unexpected ways, from withdrawal and isolation to frustration or agitation. On Varsity’s weekly Roundtable, we explored how creative expression can offer a powerful, compassionate response to that reality.

Alison Schroeder, Creative Arts Coordinator at Goodwin Living, joined Varsity’s weekly Roundtable for an insightful conversation on how art-based programming creates space for emotion, connection and resilience. Below are a few Fresh Perspectives from her discussion.

GRIEF ISN’T JUST ABOUT DEATH, IT’S BUILT INTO THE AGING JOURNEY

From losing a spouse to losing a driver’s license, identity or mobility, grief shows up everywhere in senior living. Communities that acknowledge those quieter losses — not just bereavement — create space for deeper healing.

ART IS THE ANTIDOTE TO LOSS

Grief is about losing. Art is about creating. That shift from absence to expression restores agency, purpose and momentum, especially when so much else feels out of control.

RITUALS EXIST FOR DEATH, NOT FOR TRANSITIONS

We have funerals for loved ones, but no ceremony for stopping driving or moving to assisted living. Creative programming can become the missing ritual that helps residents process life’s unmarked transitions.

PROCESS MATTERS MORE THAN PRODUCT

In memory care and skilled nursing especially, the goal isn’t a perfect painting, it’s engagement. Like exercise, creative practice builds emotional strength even if there’s no masterpiece at the end.

CELEBRATION IS A FORM OF THERAPY

Art shows, books, talks and festivals don’t just showcase talent, they validate identity. Publicly honoring residents’ creative work transforms private struggle into shared pride.

SUPPORT CREATES BREAKTHROUGHS

Creative transformation rarely happens alone. Whether it’s interns, therapists, fellow residents or staff, community collaboration amplifies impact and turns individual expression into collective healing.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

The biggest growth opportunity in senior living isn’t at the luxury end of the market — it’s in the middle. As affordability pressures rise and expectations evolve, more older adults are looking for options that feel intentional, flexible and human, without the price tag or tradeoffs of traditional models. Yet much of the industry still isn’t designed to meet them where they are.

That tension was the focus of a recent conversation on Varsity’s weekly Roundtable, where we welcomed Matt Thornhill of Cozy Home Community for a thoughtful discussion on rethinking senior living for the middle market. Below are a few Fresh Perspectives from his discussion.

PEOPLE DON’T WANT “SENIOR LIVING,” THEY WANT A BETTER NEXT CHAPTER

Most older adults delay moving because today’s options feel like a concession, not a choice. Communities that position themselves as proactive lifestyle upgrades — not reactive care solutions — unlock demand years earlier.

CONTROL BEATS INDEPENDENCE EVERY TIME

Boomers aren’t clinging to independence, they’re protecting agency. Rigid schedules, programmed fun, and institutional rhythms erode appeal. The future belongs to models that let residents pilot their own day while still offering support.

THE ‘FORGOTTEN MIDDLE’ IS A DESIGN PROBLEM, NOT JUST A FINANCIAL ONE 

Middle-market senior living doesn’t fail because of demand — it fails because it’s designed like scaled-down luxury or dressed-up affordability. Right-sized homes, shared resources, and smarter delivery models solve more than subsidies ever will.

COMMUNITY DOESN’T HAPPEN BY ACCIDENT, IT HAS TO BE ENGINEERED

Porches that face inward, smaller clusters, shared pavilions, and intentional onboarding tools all do the heavy lifting. If connection is left to chance, isolation wins. Design is the first community manager.

OWNERSHIP ISN’T THE GOAL, FLEXIBILITY IS

Whether rental or ownership, what matters is removing friction and risk. Nonprofit-owned, rental-first models lower the barrier to entry while still delivering stability, dignity, and real “home” energy.

SERVICES SCALE WHEN PEOPLE CLUSTER

Aggregating residents makes care coordination, wellness services, and even meals more affordable and efficient. Senior living delivered as a service, not a destination, flips the cost equation and expands access.

THE NEXT WAVE OF SENIOR LIVING WILL BORROW FROM EVERYWHERE ELSE

Universities, churches, municipalities, and healthcare systems aren’t competitors — they’re partners. Adaptive reuse, shared land, and co-branded ecosystems will drive growth faster than standalone campuses ever could.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

The fastest-growing digital audience isn’t Gen Z, it’s older adults who helped build the internet and now expect technology to work for them. As more consumers age online, the gap between how brands market and how older adults actually engage continues to widen, and the brands that close it will win attention, trust, and loyalty.

That was the focus of Varsity’s weekly Roundtable, where we welcomed Ginna Baik, Director of AgeTech at AOL, for a timely conversation on marketing to the OG’s of the internet. 

Drawing on nearly 16 years in age tech and her recent consumer-focused work, Ginna challenged common misconceptions about older adults and shared what truly resonates, from age-inclusive brand cues to integrated technology that removes friction and supports independence and connection. Below are a few Fresh Perspectives from her discussion.

DON’T AGE THE BRAND BY TRYING TO LOOK “SENIOR” 

Older adults don’t see themselves as old, and brands that lean into dated visuals, language, or stereotypes immediately lose relevance. Marketing that overemphasizes amenities, gray hair, or dependency unintentionally signals decline instead of vitality.

THE FASTEST-GROWING DIGITAL AUDIENCE IS ALREADY ONLINE — AND THEY EXPECT MORE 

The OGs of the internet were early tech adopters and now expect digital experiences to be intuitive, useful, and human. Treating technology as an add-on rather than a core lifestyle enabler creates friction and erodes trust.

ACTIVE AGERS CARE MORE ABOUT LIFESTYLE THAN AMENITIES 

Patios, fountains, and floor plans don’t sell the future. Longevity, wellness, independence, and connection do. Amenities matter, but only when they’re framed as tools that support how people want to live.

TECHNOLOGY SHOULD BE INTEGRATED, NOT CHECKED OFF 

A “technology page” isn’t a strategy. Smart homes, voice tools, and automation only create value when they’re woven into everyday life, workflows, and storytelling — not treated as a feature list.

AI IS VALUABLE WHEN IT REMOVES FRICTION, NOT WHEN IT ADDS FLASH 

The real promise of AI isn’t novelty, it’s optimization. When applied correctly, AI reduces manual work, supports staff, and improves outcomes — freeing people to focus on care, connection, and experience.

THE FUTURE OF SENIOR LIVING EXTENDS BEYOND THE COMMUNITY WALLS 

With the vast majority of older adults aging at home, growth depends on hybrid models, partnerships, and services that reach into the home. The opportunity isn’t just move-ins, it’s relevance.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Growth in senior living isn’t being held back by a lack of technology, it’s being strained by how that technology is used. As automation accelerates, many organizations are discovering that more outreach doesn’t automatically lead to more trust, more engagement or more move-ins. The real challenge is learning how to balance speed and scale with empathy, intention and human connection.

That tension was at the center of Varsity’s weekly Roundtable, which featured Lucas Hayes, founder and former President and CEO of Enquire. Drawing from his experience building one of the most widely adopted CRM and engagement platforms in senior living, Lucas shared why today’s growth strategies must shift from volume-driven tactics to trust-centered conversations. Below are a few Fresh Perspectives from his discussion.

THE REAL GROWTH PARADOX IS TOO MUCH AUTOMATION, NOT TOO LITTLE

AI has accelerated outreach, but more messages, more emails and more calls don’t translate to more move-ins. Excessive automation creates digital noise that overwhelms prospects at the exact moment they need clarity, calm and human reassurance.

AN INQUIRY IS A TRUST EVENT, NOT A LEAD EVENT

Most prospects reach out during moments of fear, guilt, health decline or caregiver burnout. That first interaction isn’t about speed or scripting, it’s about earning trust when emotions are high and decisions feel heavy.

INTENTIONAL CONVERSATIONS OUTPERFORM HIGH CALL VOLUME EVERY TIME

“Spray and pray” outreach has proven ineffective in senior living. Fewer, better conversations rooted in listening, personalization and curiosity create stronger momentum than aggressive call frequency or scripted pitching.

THE PHONE IS COMING BACK, BUT NOT THE WAY IT USED TO

Voice engagement is regaining importance because it signals real commitment and care. The future isn’t AI-powered robo-calls, it’s human conversations supported by automation that handles transcription, follow-ups and CRM documentation behind the scenes.

FACE-TO-FACE STILL CLOSES, BUT EMOTION DOES THE SELLING

Digital research and phone calls set the stage, but in-person tours remain the highest-converting step. Tours should be treated as emotional experiences that provide peace of mind, not feature-driven walkthroughs of amenities.

THE MOST IMPORTANT SALES METRICS ARE HARDER TO MEASURE, BUT MATTER MORE

Speed and volume still have value, but quality, clarity and anxiety reduction are what truly move prospects forward. Rethinking incentives around these person-centered outcomes is essential in a more human-centered sales era.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

For a growing share of adults, aging without children isn’t a hypothetical. It’s a planning reality that challenges many of the assumptions baked into financial, estate and senior living models today. Questions around decision-making, care and responsibility don’t disappear without heirs, they become more urgent. Yet too often, those questions go unaddressed until a crisis forces them into the open.

That was the focus of a recent conversation on Varsity’s weekly Roundtable, where we welcomed Dr. Jay Zigmont, Founder and Chief Visionary of Childfree Trust and Childfree Wealth. Dr. Zigmont shared insights on how life, financial and estate design must evolve for childfree and permanently childless adults. Below are a few Fresh Perspectives from his discussion.

THE “FIDUCIARY VOID” IS A GROWING PLANNING RISK, NOT A NICHE ISSUE

Roughly one-quarter of U.S. adults are childfree today, and that share is growing fast among younger generations. Without a default next of kin, decision-making gaps around medical care, finances and housing are becoming one of the most overlooked risks in retirement and aging planning.

AGING WITHOUT CHILDREN REQUIRES EARLIER, MORE INTENTIONAL PLANNING

For childfree clients, waiting until retirement age is often too late. Long-term care planning, including how care is funded and who makes decisions, needs to begin by the mid-40s to avoid crisis-driven outcomes and court involvement later on.

FRIENDS ARE A VALUABLE OPTION, BUT NOT A SCALABLE SOLUTION

Naming a trusted friend can work in the short term, but multi-year care needs, cognitive decline and complex paperwork create an unsustainable burden for most non-professionals. A professional fiduciary serves as a necessary backstop when personal networks can no longer carry the weight.

SENIOR LIVING COMMUNITIES ARE ABSORBING RISK THEY DON’T ALWAYS SEE

Allowing residents to move in without fully executed and current estate plans creates exposure for both residents and operators. Decision-making ambiguity isn’t just a legal issue, it’s an operational and ethical one that surfaces during medical events, transitions or decline.

CHILDFREE ADULTS REPRESENT BOTH AN UNDERSERVED AND HIGH-VALUE MARKET

Childfree adults, especially women, are among the highest net-worth demographic groups in the country. They are actively seeking intentional community, but current senior living messaging rarely reflects their lives, priorities or social structures.

PROFESSIONAL FIDUCIARY SUPPORT IS SHIFTING FROM LUXURY TO NECESSITY

What was once only accessible to ultra-wealthy households is becoming essential infrastructure for solo agers. Membership-based models that combine documentation, decision-making authority and emergency response signal a broader shift toward proactive, lifelong support rather than reactive crisis management.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit 

your name and email address here. 

Experience has become the most powerful differentiator in senior living, and it no longer begins after move-in. Today’s prospects and families expect to understand daily life, feel emotionally confident, and see proof of culture long before they make a decision. Technology now plays a central role in shaping those early impressions, helping communities move beyond selling floor plans to selling what life actually feels like.

That was the focus of a recent conversation on Varsity’s weekly Roundtable with Ryan Galea, CEO of Go Icon. Ryan shared how senior living communities can use technology to personalize the prospect journey, strengthen trust with families, and bring the resident experience to life earlier in the sales and marketing process. Below are a few Fresh Perspectives from his discussion.

EXPERIENCE IS NO LONGER POST-MOVE-IN, IT STARTS AT FIRST TOUCH

Life enrichment has shifted from a resident-only function to a front-line sales and marketing asset. The way a community engages prospects before move-in—through programming previews, apps, tours, and follow-ups—now shapes perception, trust, and conversion just as much as traditional marketing does.

WORD OF MOUTH HAS BECOME THE MOST EFFICIENT GROWTH ENGINE

Happy residents and families aren’t just a sign of success—they’re the strongest acquisition channel. When experience is strong, referrals increase, occupancy improves, and marketing costs drop. Experience isn’t a “soft” metric anymore; it’s measurable, scalable, and financially impactful.

THE ‘NETFLIX EFFECT’ HAS RAISED THE BAR FOR PERSONALIZATION

Prospects and families now expect communities to understand individual preferences, lifestyles, and values before move-in. Generic messaging falls flat. The communities that win are the ones that show—not tell—what daily life will look like for this person, not just any resident.

TECH IS MOST POWERFUL WHEN IT BUILDS EMOTIONAL CONFIDENCE

The best tools aren’t about automation for its own sake, they reduce anxiety, friction, and uncertainty. From family apps to preview experiences, technology works when it helps prospects feel informed, connected, and reassured during an emotional decision-making process.

SALES, MARKETING, AND LIFE ENRICHMENT CAN’T OPERATE IN SILOS ANYMORE

Programming choices, branding consistency, resident ambassadors, and feedback loops all influence sales outcomes. When marketing helps shape life enrichment—and life enrichment fuels marketing—the result is a more authentic, aligned, and compelling story for prospects.

TRUST IS BUILT THROUGH PROOF, NOT PROMISES

Social proof, real resident voices, personalized interactions, and thoughtful gestures like tailored gifting all reinforce credibility. Prospects don’t just want claims, they want evidence that a community listens, cares, and follows through.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here.