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A.V. POWELL & ASSOCIATES' consultants have been prolific
writers and researchers. A bibliography of our most recent articles,
presentations, and research is listed below. The underlined document
titles can be downloaded in the PDF format by clicking on the
desired title. Other documents are available upon request from
the offices listed on our contact
page.
You will need Acrobat Reader to read and print these files on
your computer. Click the "Get Acrobat Reader" icon to
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Recent presentations:
- "Evaluating
the Impact of Increasing Longevity for Funding Continuing Care
Contracts," FAHA 2005
- "122 Tax
Court Ruling Number 8Demystifying Methods to Determine Prepaid
Medical Deductible Amounts for CCRC Residents," Session
37-D, AAHSA 2004
- "Financial
RatiosThe Basics and Beyond," Session 33-B, AAHSA
2004
- "Financial
Success or Solvency: How Do You Measure It and What Should You
Set as Benchmarks?" Ziegler 7th Senior Living Strategy
+ Finance Conference, 2004
- "Using
Actuarial Science to Avoid Planning Failures," AAHSA
Conference on Organizational Excellence, 2004
- "FSOFact or Fiction," PICPA Healthcare Conference,
2004
- "Actuarial
Reports: What Can They Tell You? What Should You Learn?"
Ziegler National Senior Living CFO Workshop, 2004
- "Estimating
and Managing Benevolence Assistance Liabilities: An Often Hidden
Risk for Retirement Communities," Session 46-F, AAHSA
2003
- "Managing
Financial Resources with Changing Consumer Expectations,"
Session 40-D, AAHSA 2003
- "Benevolence Assistance Liabilities: A Hidden Risk for
CCRC Operators," PICPA Healthcare Conference, 2003
- "Future
Service Obligation (FSO): Fact or Fiction?" Ziegler National
Senior Living CFO Workshop, 2003
- "CCRCs:
Financial Challenges and Strategies (Risk Management of Financial
Aid)," Session 51H, AAHSA 2002
- "Key
Financial Statistics for CCRCs and Projecting Apartment Turnover,"
PICPA Healthcare Conference, 2002
- "Advanced
Ratios: Using Ratios to Measure Internal Operations Performance,"
Session 29D, AAHSA 2001
- "Evaluating
CCRC Solvency," FORCE Financial's 18th Annual Financial
Institutions Conference, 2001
- "Capital
Repair and Replacement and Integrated Strategic Planning,"
Session 117E, AAHSA 2000
- "Healthcare
that Works," Session 76A, AAHSA 2000
- "Advanced
Actuarial Issues for CCRCs: Actuarial Appraisals, Open-Group Valuations,
and Future Research," FORCE Financial's 17th Annual Financial
Institutions Conference, 2000
- "Actuarial
Science and the CCRC: A Useful Framework for Making Decisions,"
Life Services Network of Illinois Annual Meeting, 2000
- "Entrance
Fee Refunds--Attractive in the Market, Difficult to Manage,"
B.C. Ziegler and Company 2nd Annual Senior Living Finance Conference,
1999
- "New
Millennium Survival ToolActuarial Science?" Florida
Association of Homes for the Aging Annual Convention, 1999
- "The
Future of Stand-alone CCRCs," 3rd Annual FORCE Directors
and Officers Leadership Conference, 1999
- "Competing
or Complimentary Financial Standards," Session 15A, AAHSA
1998
Published articles from trade journals:
- "Learning about CCRC Solvency,"
D&O Forum, Fall 2001
- "Insurable Risks for Continuing
Care Contracts: Refund Longevity Risks," D&O Forum,
Spring 2001
- "What's the Perfect Continuing
Care Contract for your Organization?" D&O Forum,
Summer 2000
- "What Financial Information
Do You Need for Prudent Decision-making?" D&O Forum,
Winter 1998-99
- "Are CCRC Fees Qualified Medical
Expenses?" D&O Forum, Fall 1998
- "CCRC
Financial Aid Risks," D&O Forum, Summer 1998
- "Actuarial
Data Requirements for CCRCs," Chapter 8, The Continuing
Care Retirement Communities 1998 Profile, AAHSA
- "Flexible Pricing for CCRCs," Contemporary Long Term
Care, October 1997
- "CCRC Resident Demographics
and Health Care Utilization: An Analysis," D&O Forum,
Winter 1997
- "Flexible Pricing Can Make Your CCRC More Marketable: A
Response to LTC Insurance," D&O Forum, Summer 1997
- "Flexible Pricing Can Make Your CCRC More Marketable: Monthly
Fee/Entrance Fee Exchange," D&O Forum, Fall 1996
- "Flexible Pricing Can Make Your CCRC More Marketable: Alternative
Health Care Provisions," D&O Forum, Summer 1996
Proprietary research articles:
- "Analysis of CCRC Residents: Demographics and Utilization,"
1999
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