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over 40 Years of Service

FORCAST Users Group Conference 2024

Join us for the FORCAST Users Group Conference 2024 (UG2024) on Thursday, July 25 and Friday, July 26 in Atlanta, GA. Thursday’s educational sessions will begin at 8:30am with a focus on hot topics followed by an interactive deep dive into FORCAST on Friday. Friday’s interactive sessions will conclude by 12pm.

Earn up to 9.25 CPE credits! 
Enjoy a networking dinner on Thursday evening.

Thursday, July 25 Educational Sessions  8:30am – 5:30pm – 7.0 CPE credits
  • Communicating actuarial results: The CFO Perspective   
    • Effectively communicate actuarial information to your Board and managers.
    • Understanding the key actuarial measures in your compilation report.
    • Learn how to engage AVP  in your budget planning and fee increase decisions.
    • Explore how to integrate actuarial results with your strategic planning.
  • Comparing solvency definitions     
    • Identify the standard measures of solvency for Life Plan Communities.
    • Understand the criteria and terminology used as the basis for “Satisfactory Actuarial Balance.”
    • Explore the cross-walk between GAAP and ASOP#3 balance sheets.
    • Examine measures of solvency using case examples.
  • Modeling expansion options in FORCAST   
    • Hear the impact on actuarial ratios with an independent living expansion.
    • Learn how many independent living expansion units you should build and the health care needs associated with this expansion.
  • Actuarial projection of benevolence liabilities   
    • Understand the actuarial methodology involved in estimating benevolence liabilities.
    • Evaluate the liability projections and test sensitivity to alternate assumptions.
    • Implement strategic policies for managing benevolence risk.
  • Aging in place – impact on utilization and cash flows    
    • Evaluate external factors that impact communities’ decisions to configure or reconfigure capacity in assisted living, memory care, and skilled nursing.
    • Learn what data is needed to improve setting assumptions for actuarial projections and your health care needs.
    • Discuss best practices for health care capacity design to ensure financial sustainability and operational success.  
    • Investigate the financial implications of changing the location of care for your residents.
    • Review recent case study with a reduction in skilled nursing capacity.
  • Leveraging FORCAST – another tool for the budgeting toolbelt
    • Provide an overview of the dashboard metrics provided in actuarial compilation reports.  
    • Explore how FORCAST can be another resource in preparing. operating and capital budgets by changing key assumptions.
    • Understand how to evaluate the impact of assumption change(s) on the dashboard metrics.
  • Stress testing your actuarial position 
    • Understand the metrics that determine your actuarial position.
    • Discover primary assumptions that influence results.
    • Develop meaningful stress testing scenarios.

Networking Dinner on Thursday, July 25 6:30pm – 9:30pm
  • Hosted at The Oceanaire Seafood Room

Friday, July 26 Interaction Sessions 9:00am – 1:00pm – 2.25 CPE credits
  • Understanding actuarial and operational data and trends
    • Explore the fascinating statistics and metrics available from actuarial analysis and operational benchmarking performed by A.V. Powell & Associates.
    • Discover demographic, actuarial, and operational trends among senior living organizations.
    • Learn how to compare your organization’s actuarial and operational performance to others.
  • FORCAST data security 
    • Discover the security features available in ShareFile, such as:
      a. HIPAA-compliant data sharing
      b. Activity logs for all transactions
      c. IP address monitoring 
      d. Two-factor authentication
    • Sneak peek of what’s to come! Preview of FORCAST  v9
  • FORCAST 101 
    • Automate import of resident data with ease and efficiency.
    • Improve proficiency with FORCAST reporting tools.
    • Import FINAID  to FORCAST
    • Determine the actuarially equivalent entry fee premium for refundable contracts 
  • FORCAST demonstrations and FAQs

UG2024 registration is closed. Contact Thandi Nunn if you wish to attend

A.V. Powell & Associates LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


Venue Information

UG2024 will be held at the Hyatt Centric Midtown Atlanta. We have secured a room block for conference attendees and their guests. Stay in the vibrant arts district at the corner of 10th and Peachtree Street and enjoy the pedestrian-friendly neighborhood of Midtown Atlanta. UG2024 attendees can secure a rate of $174 per night on standard rooms through June 20.

For those who wish to extend their reservation beyond the conference dates, please contact Thandi Nunn to receive the UG2024 rate for your entire stay.

King bed or Two Queen beds $174 per night

Prerequisites: This conference is intended for those who are already familiar with the FORCAST software. If you or your staff require basic FORCAST training, please contact your account manager.

Advanced Preparation: Laptops are encouraged but not required.

Program Level: Intermediate

Delivery Method: Group Live

Contact Thandi Nunn at thandi.nunn@avpowell.com or 404.845.0360 x876 for more information. View additional conference information and refund policy here.