FORCAST Users Group Conference 2026
Atlanta, Georgia
July 23-24
The FORCAST Users Group Conference 2026 (UG2026) was held on Thursday, July 23 and Friday, July 24 in Atlanta, GA. Thursday’s educational sessions focused on hot topics followed by an interactive deep dive into FORCAST on Friday. Participants earned 7.0 CPE credits in the field of Specialized Knowledge on Thursday and 2.5 CPE credits in the field of Specialized Knowledge on Friday. A networking dinner was held Thursday evening.
UG2026 CONFERENCE AGENDA
Thursday, July 23 Educational Sessions | 8:30AM – 5:30PM | 7 CPE credits- Safeguarding Solvency: The Role of the Actuarial Study
- Explain how an actuarial study protects a life plan community against the financial uncertainty of residents’ future life events.
- Assess the financial solvency of a life plan community from multiple perspectives with a long-term financial view.
- Utilize actuarial studies as a management tool to assess financial solvency and communicate that assessment with key stakeholders.
- Deep Dive into Predicting and Preventing Financial Distress
- Understand what causes the failure of nonprofit senior living organizations.
- Identify the lessons to be learned from those failures.
- Rethink management metrics and the data/information that Boards receive.
- Refreshing Contract Options
- Evaluate current contract options for actuarial equivalency and desired margins.
- Recognize the contract changes that other communities are implementing.
- Utilize FORCAST to develop appropriate fees for new contract options.
- Maximizing Actuarial Planning During the Budget Process
- Describe how A.V. Powell can optimize the budget process.
- Identify the key budget assumptions that impact actuarial results.
- Apply actuarial information to support decision-making by the Board and Management Team.
- Modeling Expansions and New Developments in FORCAST
- Demonstrate the impact on actuarial ratios of a 64-unit independent living expansion, including a 56,000+ sq. ft. Center for Vibrant Living and 15,000 sq. ft. of new office, retail, restaurant, and common area.
- Determine the appropriate number of independent living expansion units to build and assess the associated health care needs.
- Developing a CCaH Program: From Concept to Practice
- Identify the gap between consumer demand for aging-in-place options and actual CCaH adoption, using market and enrollment data to evaluate growth potential.
- Describe the shift from traditional product-driven marketing to a consumer-first positioning strategy that builds trust within the community.
- Apply key operational lessons, including interdisciplinary staffing, member assessments, caregiver partnerships, and emergency response protocols, to structure a well-run CCaH program.
- Analyze the challenges CCaH organizations face across the development, marketing, and operating phases, drawing on real-world data from CCaH operators.
- Assess their own organization’s readiness, motivations, and strategic fit for launching or expanding a CCaH program.
- Hosted at 5Church Buckhead
- Mastering Advanced Financial Screening
- Analyze FINAID summary reports to quantify the financial aid risk and potential reserve liability a prospective resident presents to the community’s benevolence fund.
- Navigate the new FINAID interface to calculate a prospective resident’s long-term financial viability.
- FORCAST 101
- Automate the import of resident data into FORCAST.
- Generate standard financial reports using FORCAST’s reporting tools.
- AVP Applications in a Changing World
- Identify the most important consideration for deploying AVP applications.
- Compare the strengths and weaknesses of cloud-based deployment paths.
- Determine which deployment approach is best for you.
- Describe how to reduce FORCAST/FIRST data entry burden.
- Ensuring the Solvency of Life Care Contracts
- Identify the risk pooling components embedded in continuing care contracts.
- Analyze the challenges industry practices present for funding refundable entry fee contracts.
- Evaluate whether GAAP metrics substantially align with actuarial standards.
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.
Advance Preparation: Laptops are encouraged but not required.
Program Level: Intermediate
Delivery Method: Group Live
Attire: Business Casual
Contact Thandi Nunn at thandi.nunn@avpowell.com or 404.845.0360 x876 for more information. View additional conference information and refund policy here.
Guest Speakers
Troy Cannaday
Executive Director
Carlyle Place
Chuck Gaskins
Chief Financial Officer
The Sharon at SouthPark
Steve Hopkins
Founder & Chief Executive Officer
Jordan River Group & Jordan River Living
Marsha Kauffman
Chief Financial Officer /
Chief Information Officer
Willow Valley Communities
Katherine Pearson
Professor of Law
Penn State Dickinson Law
Scott Townsley
Managing Principal
Third Age, LLC
“The A.V. Powell Users Group conference is extremely valuable — the team puts tremendous effort into creating an agenda that is both informative and thought-provoking. The networking opportunities are fantastic as well.”
— Candy Bowling, CFO, The Mayflower at Winter Park
7-Time UG Conference Attendee
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
The JW Marriott Atlanta Buckhead served as the venue for UG2026.