A.V. Powell & Associates LLC.

For the past twenty years, 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.

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Current research and forthcoming articles:

"Experience Study of CCRC Resident Demographics, Longevity, and Health Care Utilization from 1990 to 2000"
"Analysis of the Relationship between CCAC Financial Ratios and Actuarial Funded Status"

Recent presentations:

"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 Tool--Actuarial 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

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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