Sales Summit 2025

Casey Jackson

Founder and Executive Director, Institute for Individual and Organizational Change

Casey's trainings align with the Evidence-Based Practice implementation of Motivational Interviewing. He is the lead author of the Motivational Interviewing Competency Assessment (MICA) for coding and coaching individual practitioners.

Lacy Jungman

Chief Marketing Officer, Heritage Communities

Lacy has nearly 20 years of experience driving sales, marketing, and customer engagement strategies. With Heritage Communities, she works cross-functionally to lead company-wide marketing efforts, enhance sales performance toward revenue goals, and identify opportunities for growth across the portfolio.

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Nick Jasmon

VP of Business Development, American Healthcare Management Group

Nick has more than nine years of senior living sales, marketing, operations, and market analysis experience with a focus on fostering relationships and driving ROI. He has extensive experience in working within family systems, succession planning, and role development.

Kristin Kutac Ward

President & Co-founder, Austera Group

Kristin has 30 years of leadership and entrepreneurial experience, with a depth of expertise in all facets of senior living. With Austera Group, she provides a holistic perspective and strategic approach to maximize the potential of communities and companies.

Nathan Jones

CEO & Founder, Dash Media

In 2022, Nathan launched Dash Media, a storytelling agency dedicated to helping senior living organizations maximize their reach through video and social content. By the end of 2024, Dash Media’s accounts and its clients’ accounts had reached nearly 300 million people.

Kelly Singleton Myers

Co-founder, KJB Sales Consulting

With over two decades of experience in senior living and healthcare, Kelly is passionate about transforming how we approach sales in a field that profoundly impacts people’s lives. She is a former Senior Vice President of Sales at Sunrise Senior Living and author of The More You Know, The More You Close.

Aaron Catoe

Chief Revenue Officer, 12 Oaks Senior Living

Aaron has more than 25 years of senior housing experience in operations, leasing, marketing, leadership, and staff development. He is formally certified in the Character and Competence Model through the Townsend Institute of Leadership and Counseling.

Christie Freeze

Senior Living Industry Principal, HeartLegacy | SalesMail

Christie has more than a decades’ experience in senior living including in sales enablement. She is author of Roadmap for Eldercare: A Simple Guide Equipping You with Tools and Resources for Eldercare and host of The Senior Living Sizzle.

Sarah Sheridan

Lead Client Strategist, Smart Girl Digital

Sarah brings expertise in digital marketing strategies tailored for the senior living sector. Sarah was Marketing Automation Specialist at Sherpa CRM and has held positions at Allegro Senior Living including Vice President, Marketing and Director, Digital Communications.

Matt Jesperson

Managing Director, Advisory Services, Aline

With 24 years of senior living experience spanning the United States, Canada, and the United Kingdom, Matt has served as Chief Customer Officer for Aline and Sherpa CRM, Partner & Chief Marketing Officer at Havensworth Senior Living, and Partner & Vice President of Marketing and Operations at Courtyard Senior Living.

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Anya Fisher

LCSW, Licensed Therapist

Anya is a licensed therapist and former sales counselor for The Gatesworth Communities where she practiced connection, empathy and meaningful creative follow-up for more than three years.

THE AGENDA

DEC. 1
5:00pm – 7:00pm	Cocktail Reception & Registration sponsored by Austera Group
DEC. 2
7:30am – 8:30am	Continental Breakfast sponsored by Smart Girl Digital
8:30am – 9:00am	Welcome and introductory remarks by David A. Smith and Reed Davis
9:00am – 9:40am	The Psychology of Change: Unlocking Prospect Motivation with Casey Jackson
	Casey Jackson reveals how to tap into the science of decision-making and the power of Motivational Interviewing to uncover what truly drives change. Learn how to move beyond objections, engage with ambivalence, and inspire meaningful commitments.
9:40am – 10:30am	Motivational Interviewing in Action with Casey Jackson
	Measure your effectiveness with Casey Jackson’s Motivational Interviewing Competency Assessment (MICA). This session gives you a practical framework using real-life scenarios to evaluate strengths, pinpoint growth areas, and elevate your ability to guide reluctant prospects through change with skill and confidence.
10:30am – 10:45am	Break sponsored by SalesMail
10:45am – 11:45am	Panel Discussion: You’ve Been Ghosted, Now What? Hosted by Sarah Sheridan
	Sales leaders share strategies for re-engaging leads who seem to vanish into thin air. This panel uncovers why prospects go silent and shares creative communication strategies to bring them back into the conversation.
11:45am – 12:45pm	Lunch sponsored by Budy
12:45pm – 1:30pm	Fun Meets Fundamentals: Using Humor and Connection to Reignite the Joy in Sales with Nick Jasmon
	Discover how blending humor with core sales principles can boost connection, break down resistance, and bring the fun back into the sales process. Nick shares practical ways to re-energize your approach while staying grounded in fundamentals that drive results.
1:30pm – 2:15pm	Leading from the Front: The Executive Director as Sales Champion with Lacy Jungman
2:15pm – 2:30pm	Break
2:30pm – 3:15pm	Beyond the Front Door: Why Home Visits Matter with Kelly Singleton Myers
	Meeting prospects where they are at (literally) builds trust and accelerates decision-making. Kelly shares why home visits remain one of the most powerful tools for creating meaningful connections, untangling emotional resistance and driving more move-ins.
3:15pm – 3:45pm	Uncovering the Story Behind the Prospect: Discovering Legacy, Themes, and Values with Kristin Kutac Ward
	Move beyond surface details to uncover the deeper stories that shape decisions. Kristin shares how exploring legacy, themes, and values creates stronger connections and inspires meaningful commitments with your prospects.
3:45pm – 4:30pm	It’s in the Telling: The Power of Stories with Nathan Jones
	Explore the history and relevance of storytelling – can the act of telling a story unlock self-guided change? Nathan shares authentic resident interviews and reveals why stories resonate so deeply. Learn how sales professionals can use storytelling to inspire action.
4:00pm – 5:00pm	Networking sponsored by Experience Fresh
DEC. 3
7:30am – 8:30am	Breakfast
8:30am – 8:45am	Welcome Back with David A. Smith and Reed Davis
8:45am – 9:30am	The Art of Inspiring: Motivate Yourself and Others with Aaron Catoe
	Aaron shares practical strategies for staying motivated and sparking inspiration in those around you, creating momentum that drives both personal growth and sales team success.
9:30am – 10:00am	Data That Drives Sales with Matt Jesperson
	“It’s not about having more data, it’s about having the right data.” Join Aline’s Matt Jesperson to discover how to unlock insights that motivate teams, inspire confidence, and drive results.
10:00am – 10:15am	Break
10:15am – 10:45am	Panel: Beyond Quotas — Inspiring Teams and Satisfying Stakeholders hosted by David A. Smith
	This panel explores the intersection of sales execution and investor priorities. What should sales teams expect in their daily work? What is most important for owners and investors to manage? By aligning field-level metrics with boardroom expectations, the discussion will highlight how to create accountability, inspire teams, and ensure that both sales performance and stakeholder goals move in the same direction.
10:45am – 11:45am	Creative Follow-Up: Breaking Down the ‘I’m Not Ready Yet’ Barrier with Anya Fisher
	Learn innovative ways to stay connected with prospects who hesitate to move forward. This session explores how proactive, personalized, creative follow-up builds trust, keeps momentum alive, and turns “not yet” into “yes.”
11:45am – 12:15pm	Creating the Unexpected: Tactics That Convert with Christie Freeze
	Discover how unconventional methods capture attention and spark action. Christie shares creative tactics that break through the noise, get you noticed, and convert more of your prospects into move-ins.
12:15pm – 12:30pm	Closing Remarks and Announcements by David A. Smith and Reed Davis

The 2025 Sales Summit is a confluence of talent, ideas, and collaboration in senior living sales.

WHY JOIN?

THE DETAILS

THE SPEAKERS