2013 What's Next Boomer Business Summit

Agenda

• • March 12, 2013
    • 7:00 am - 6:00 pm

      REGISTRATION OPEN
      COFFEE AND REFRESHMENTS

    • 7:00 am - 6:00 pm

      TABLE TOP EXHIBITS OPEN
      BOOKSTORE OPEN

    • 8:00 am - 8:55 am

      Ask the Analysts

      Money, Retirement and the Generations

      The future of Social Security, and why it matters to Boomers, GenXers and Millennials. For most Americans, Social Security is the most important foundation of retirement security, yet misconceptions abound about this critical program. We'll clear away the fog surrounding Social Security's financial outlook, and explore the latest inter-generational research on attitudes about the program.

      The composition of the American Family is changing --with more single and single parent households, blended families and domestic partnerships. But while family characteristics have changed, many values such as generational love and responsibility remain constant. Join Sandy as she analyzes top line findings from several recent MetLife Mature Market Institute research studies and draws implications for business and marketing.

      Deborah Jacobs, Senior Editor, Forbes Media
      Mark Miller, Retirement Revised
      Sandy Timmermann, Vice President and Director, MetLife Mature Market Institute

      Trends, Tech and Media in the Boomer Senior Market

      Analysts will discuss the latest data about technology adoption, including aging in place, use of Internet, smart and cell phone, telehealth/remote monitoring, caregiving, communication and engagement applications, home care technology and next generation emergency response systems.

      Gary Kaye, Founder & Chief Content Officer, In The Boombox
      Laurie Orlov, Founder, Aging in Place Technology Watch
      Julie Northcutt, Owner and Founder, Caregiverslist
      Bill Prenovitz, Service Innovation, Philips Home Healthcare

      The Future of Global and Digital Boomer Consumers

      Many entrepreneurs and corporations are looking globally to build their brand and find customer engagement with their audience. Discover global trends about the boomer consumer and gain the insight and data about how boomers and the digital media landscape have evolved. The changes and shift in media use are staggering.

      Greg O’Neill, Director, National Academy on an Aging Society
      Mary Meehan, Co-founder, Iconoculture and Co-founder, Panoramix Global
      Mike Lee, Senior Advisor, Digital Strategy, AARP

      The Future of Health and Wellness

      Based on new data from a variety of NMI proprietary consumer research, including its Healthy Aging/Boomer Database®, this session will explore the latest consumer and market trends relative to health & wellness. Areas of focus will include multifaceted drivers of a healthy lifestyle, caregiving, healthcare, lifestyle and leisure activities, financial challenges, jobs and retirement and much more. Learn how Boomers approach health & wellness and their redefinition to healthy aging. Come explore the aging trends of today and how they will impact the market tomorrow.

      Cheryl Matheis, Senior Policy Strategist and Executive, AARP
      Steve French, Natural Marketing Institute
      Robyn L. Golden, LCSW, Director of Health and Aging, Rush University Medical Center

    • 9:00 am - 9:30 am

      NETWORKING BREAK

    • 9:30 am - 11:00 am

      KEYNOTE SESSIONS

      Building and Scaling Your Boomer Business

      More than any other author and cultural observer, Gail Sheehy has defined the passages of adult life and the passages of caregiving. She will moderate the session which will feature Jody Holtzman providing an overview of the Longevity Economy and the business opportunities in the 100 billion dollar marketplace. Mary Furlong, will share perspectives of lessons learned from 2002-2013 on building and scaling a boomer business and a vision for what the next seven years may bring.

      Gail Sheehy, Author, Passages in Caregiving
      Jody Holtzman, Senior Vice President, Thought Leadership, AARP
      Mary Furlong, President & CEO, Mary Furlong & Associates

      Life Re-Imagined

      Myrna Blyth hosts a panel on Life Reimagined and features Amy Hilliard and her entrepreneurial journey in building ComfortCake® and other boomers in the process of reinvention.

      Amy Hilliard, Founder & CEO, The ComfortCake® Company
      Myrna Blyth, Editorial Director, AARP

    • 11:10 am - 12:00 pm

      Mobile Apps Showcase

      Our five mobile apps finalists will compete before a panel of judges comprised of leaders in the fields of aging, product development and venture capital. The winner will receive a cash prize plus meetings with potential investors and CEOs who have successfully taken aging products to market.

      Judges:
      Brian Clark, United Healthcare
      Jody Holtzman, AARP
      Mikki Nasch, AchieveMint
      John Reinhart, Innovate LTC
      Suzie Mitchell, Clear Writing Solutions
      John Hopper, Link-age Ventures
      Neil Borg, Ziegler (ADD)

    • 11:10 am - 12:00 pm

      BREAKOUT SESSIONS

      Building Successful Channel Partnerships

      Business-to-business partnerships can extend a company’s products and services portfolio, adding intrinsic value, while extending both companys' market reach, driving lower cost end customer acquisition. Discover how successful companies choose their channel partners, the key factors and barriers they must consider, the process to develop a scale-able model, and how they outweigh start-up and opportunity costs with concrete financial success.

      Sally Abrahms, Award-winning Writer in Aging & Baby Boomers
      Laura Mitchell, Vice President, Marketing, GrandCare Systems
      Madeline Pantalone, Vice President of Strategy and Business Development, GreatCall, Inc.
      Scott Cameron, Senior Business Development Manager, CenturyLink

      Engaging the Younger Boomer Consumer: At her Stage of Life, she's a Long Way from Old

      Many marketers make the mistake of thinking "Boomer" means "Senior," but an increasing number of companies have recognized that their growth depends on capturing business from consumers aged 45-60. Whether you call her a "younger Boomer," or "45+" or "50+", how to engage this shopper is keeping a lot of global marketers up at night. This panel discussion will present case studies from leading companies and agencies reaching out to this woman based on her lifestage more than her age - and more than stereotypes of what it means to be a Boomer. Included:
      • Case studies from top marketers.
      • Research findings that will help you better understand and engage the younger Boomer.
      • An insiders’ perspective for avoiding mistakes and motivating each segment of this important target customer.
      

      Stephen Reily, Founder, VibrantNation.com
      Elizabeth Metz, Brand Director, Kimberly-Clark Corporationn
      Jerry Bowden, Deputy General Manager, Edelman
      Todd Mason, Founder and CEO, GenAge Marketing

      Entrepreneurship and Life Reimagined

      Boomers have a bonus round of thirty more years. Many are reimagining their lives and crafting new paths. Discover new tools and community to help you navigate this process. Also, learn how boomer entrepreneurs are building businesses that provide income and fulfillment. Discover the brands, the tools and the resources that help them succeed. If you are about to pivot in your business career, attend this session. You will gain the tools to reinvent, repurpose and explore entrepreneurship as a next phase.

      Julie Halpert, Freelance Journalist, The Fiscal Times
      Beth Dailey, Marketing Director, AARP
      Dorian Mintzer, Founder, Boomers and Beyond Special Interest Group and Owner, Revolutionize Retirement
      Kathleen Rich-New, Author of Plan B

    • 12:00 pm - 1:40 am

      LUNCH WITH THE EXPERTS

      Analysts, Authors, Bloggers, and Boomer Market experts will host table for discussions that drill down into the issues you care about most. Join your fellow attendees for engaging conversations and deep insight. This experience alone is worth the price of conference admission! Don’t miss it!

    • 1:45 pm - 2:35 pm

      BREAKOUT SESSIONS

      Five Business Opportunities that target the far end of the Longevity Economy

      Every dissonance in aging is a business opportunity. The boomers as caregivers are managing chronic health conditions as well as stress. Seniors are living longer than ever before. Discover how corporations are identifying the business opportunities of the longevity marketplace and creating solutions to meet the needs of large numbers of customers. Learn how large businesses are segmenting the hearing loss, weight loss, mobility, transportation, and stress management markets. Discover the differences of marketing to boomers and seniors and marketing online and through mobile devices. Learn how to find, engage, and retain customers in these different niches.

      Mary Furlong,, President & CEO, Mary Furlong & Associates
      Jerry Ruzicka, President, Starkey Hearing Technologies
      Dr. Carmella Sebastian, Senior Medical Director, Florida, Blue Cross/ Blue Shield
      Mary Alexander, Director of Innovation and Strategic Alliances

      Marketing Through Mobile: Future of E-commerce, Gaming and the Mobile Wallet

      The mobile phone has become a remote control device that powers a healthy life and a vital tool for caregivers and entrepreneurs. Learn how gaming, the mobile wallet and mobile video change the way boomers live, play and work and spend and how businesses maximize ROI with mobile messaging.

      Michelle Bauer, Founder and Chief Strategist of Common Language, Inc.
      Jody Haneke, President, Haneke Design
      Jeff Hasen, Chief Marketing Officer, Hipcricket and Author of Mobilzed Marketing
      Mike Lee, Senior Advisor, Digital Strategy, AARP

      Pivotal Boomer Caregiving Issue: Life Disruption in an Alzheimer’s Nation

      It happens every 68 seconds – someone new develops Alzheimer’s disease. More 15 million Americans provide care for someone with dementia – 17 billion hours of unpaid care – a number that will double as boomers age and live longer. We know 1 of every 2 people will develop dementia after age 85, although diagnosis can come as early as age 40, 50 or 60. Just as AIDS defined the 1980s – Alzheimer’s will define the twilight of the boomer generation. Expert panelists explore the “pivotal” moments for a nation facing an epidemic for a disease that today cannot be cured, slowed or prevented. How are families disrupted? How is your career impacted if diagnosed? How are businesses disrupted? What does Alzheimer’s cost us as a nation and as individuals? What can we do to prepare?

      Sherri Snelling, CEO, Caregiving Club and Author of A Cast of Caregivers
      Randy Platt, Senior Vice President of Operations, Silverado Senior Living
      Eric Schubert, Vice President, Communications and Public Affairs, Ecumen Senior Housing
      Nancy Cullen, Senior Product Development and Mission Partnerships, Alzheimer’s Association

      Making Money from Media

      This Panel will share how internet business models can be made to work. It will also demonstrate how the media landscape has changed and how media and marketing companies are creating content and packages to reach the adult woman influencer and the boomer consumer. Channels include online, television, and print. Emphasis will be on how to deliver value to the end customer through media partnerships and distribution, as well as learning how to drive lead generations.

      Bob Rosenblatt, Free-Lance Writer MedicareNewsGroup.com
      Andy Cohen, CEO, Caring.comRevolutionize Retirement
      Stephen Chen, CEO and Founder, NewRetirment.com
      Nolan Snook, Multi Platform Marketing & Sales Strategy, CBS

    • 2:40 pm - 3:30 pm

      BusinessMarketing to Seniors

      Marketing to Boomers, Seniors and Caregivers

      Think customers 55 and older are all the same? Think again - too often marketers are relying on long-standing assumptions about retirees that are askew, treating a 55 year old the same as a 75 year old will just not get you the conversion you’re looking for. However, testing and optimizing will help you to proactively target both your demographic and psychographic, creating more intelligent marketing and more intelligent design. Join this thought leading marketing panel to discover the insights and strategies for marketing to boomers and seniors - Brent Wheeler, SVP of Customer Acquisition at Response Mine Interactive and Patrick Foote, VP of Marketing at Laser Spine Institute will share real-world insights about this dynamic demographic group, how they acquire and retain these active customers through defined creative, better offers and trusted support.

      Shannon Ingram, President GenAge Marketing
      Brent Wheeler, Senior Vice President of Customer Acquisition Services, Response Mine Interactive
      Patrick Foote, Vice President of Marketing, Laser Spine Institute
      Suzie Mitchell, Founder, Clear Writing Solutions

      Business Eco-System of Caregiving

      There are more than 44 million caregivers and it represents a 220 Billion dollar opportunity. Most of the expenses are covered by private pay. Business opportunity includes: insurance, housing, finances, in-home care, transportation, nutrition, health and wellness, and more. Discover how companies large and small are sizing and scaling the business ecosystem of the caregiving marketplace. Attendees will receive an infographic describing

      Gail Sheehy, Author, Passages in Caregiving
      Jeff Shoemate, VP of Innovation & Business Development, United Healthcare
      Sherwin Sheik, President and CEO, CareLinx
      Hal Chapel, Co-Founder and Chief Executive Officer, Lotsa Helping Hands

      Go to Market Strategies: How Entrepreneurs can use Retail, Non profit and Ecommerce

      This panel explores how companies go to market in retail in Europe and with trusted private, public partnerships. Europe has taken a lead with the launch of retail stores that provide functional and attractive products to meet the needs of the 50 plus consumer. Discover how an entrepreneur has reached across the ocean to find a home for their new product line. Also learn how to partner with a non profit organization with large distribution and an ecommerce solution.

      Susan Davis, Chairman and CEO, Susan Davis International
      Brooks Kenny, Chief Marketing Officer, Lotsa Helping Hands
      Rie Norregard, Co-founder and Creative Director, OMHU
      Benjamin Moser, Co-founder, Senior Design Factory

      BEYOND PERS -- Next Generation Response Systems

      "I've fallen and I can't get up" is yesteryear's emergency response industry's fear-based messaging. But recently new mobile entrants, recent industry mergers and acquisitions, and notable changes in technology mean that a once-stable industry is facing a future competitive landscape from multiple sources, including, but not limited to smart phone applications, wearable chronic disease monitoring devices, major health systems and insurers, as well as communication carriers – any and all adjacent business segments that view baby boomers and their parents as a market opportunity. This session features thought leaders from the industry and discusses this market disruption and future.

      Laurie Orlov, Founder, Aging in Place Technology Watch
      Tony Titus, Senior Vice President, Sales and Business Development, Numera
      Terry Dusterhoeft, President, Teralin Health
      Suzanne Viox, Executive Director, Linkage Connect

    • 3:30 pm - 4:10 pm

      Networking Break

    • 4:10 pm - 5:00 pm

      BREAKOUT SESSIONS

      Financing Start-Ups and Incubators

      2013: What’s New in the financing and growth landscape for Entrepreneurs and Young companies focused on the 50+?

      There is no doubt that the both the funding and growth landscape has changed in the last few years—the rise of incubators, accelerators, angels, super angels, ‘company builders’, micro VCs and crowd sourcing —have all disrupted the traditional business growth path for both entrepreneurs and investors. What are the new resources and development paths available for the new breed of lean companies. What are the new options for entrepreneurs and what are the benefits and costs of each. How are large organizations and corporations looking at these changes? And finally, what, if any are the special resources for young companies focused on the 50+ space. Our expert panel of representatives of many of these new and cutting edge organizations will give you an insider’s look on what is out there to help your venture be more successful.

      Jody Holtzman, Senior Vice President, Thought Leadership, AARP
      Scott Collins, President & CEO, Link-age
      Jenna Rose, Director of U.S. Operations, Healthbox
      John Reinhart, Founder & CEO, Innovate LTC

      The Grandparent Economy

      Two trends have converged to change the very nature of the American family and their spending patterns. The first is the burgeoning boomer demographic joining the ranks of grandparents, and the second is the economic circumstances young families have found themselves in. Research reveals new living situations, growth in spending by grandparents across every product category, and a shift in what grandparents plan to leave as a legacy.

      Amy Goyer, Family Expert, AARP
      Lori Bitter, President, The Business of Aging/Publisher GRAND Magazine
      Maxime de Jenlis, Senior Publisher, Bayard Presse
      Robert Stephen, Vice President, Home and Family Portfolio, AARP

      How To Build Online Communities and Make Them Work to Achieve Your Goals

      Companies that have leveraged social networks to build active and engaged online communities are achieving remarkable results from their online marketing efforts. Learn how some of the industry's top social marketing companies and non-profits are building online communities and utilizing their power to generate leads, drive sales, and grow their businesses or membership.

      Ryan McBurney, Director of Search & Social, GenAge Marketing
      Patti Shea, Social Communications & Strategy Manager, AARP
      Daniël de Levita, CEO, SeniorWeb

      The Future of Home, Work and Play: Travel, Pets, Lifestyle and Love

      Not surprisingly, Boomer consumers are outspending other generational cohorts on their homes and leisure pursuits, as well as things like career, life and health coaching to optimize themselves at work and into their active retirement. And they LOVE their pets - spending more than $52 billion on their furry children last year! In this session, you'll discover the massive opportunities for marketers targeting Boomers in hot segments such as online gaming, pets, home improvement, and wellness/self-improvement. Kristen Levine, President & Founder, Fetching Communications

      Joshua Iverson, Founder and President, iMediaSalesTeam
      Kristen Levine, Pet Lifestyle Expert and President & Founder, Fetching Communications
      Chet Millerd, Owner, Therapy Tubs & Home Living Solutions
      Carey Kyler, Vice President- Portfolio Strategy, AARP

    • 5:00 pm - 6:00 pm

      Networking Reception