Hello Dave,
My suggestions for your consideration are:
- A repeat of the presentation NaCCRA had in San Diego by Ziegler. [I can send to you her slides, if you would like them.]
- An accountant from one of the auditing firms serving the not-for-profit CCRC industry to describe the many changes to the audited financial statements since the issuance by the Financial Accounting Standards Board (FASB) of their Accounting Standards Update (ASU) Revenue from Contracts with Customers (Topic 606). The FASB has issued many more ASUs since then. These ASUs have significantly changed the the content of audited financial statements.
- The Florida Insurance Commissioner, or someone from his office, to talk about his quarterly tracking of CCRC finances. He presented testimony and testified before the U.S. Senate Committee on Aging during July 2010. [I can send his testimony to you, if you like.]
- Someone from the IRS to discuss enforcement of their rules governing CCRCs. There are some great provisions built into their rules, or more specifically their revenue rulings, to protect residents.
Stay home, stay safe, stay well,
Gerard