The Guest Speakers for the Southeast Finance Conference 2018

finance design operations programming technology insurance
Finance Design Operations Programming Technology Insurance


Keith Seeloff

Keith Seeloff (Partner – Dixon Hughes Goodman)

Keith Seeloff is the leader of the Senior Living Practice and has more than 30 years of experience in the healthcare industry, with a focus on the senior living industry. Keith and his team provide business and financial advisory services such as strategic planning, financial forecasting, market demand analysis, third party reimbursement, operational audits and systems review. He has been a key participant in more than 100 continuing care retirement community (CCRC) development projects, including startup communities, existing campus repositioning and obligated group financings.

Keith has conducted financial analyses of merger and acquisition transactions and financing structures to include valuations, due diligence, projection and market feasibility analyses for proposed and existing CCRCs, assisted living facilities, skilled nursing facilities and other retirement housing projects.Prior to joining Dixon Hughes Goodman, Keith worked for a Big Four accounting firm as a consultant in the long-term care industry and as an auditor for a Medicare Intermediary. Keith is a member of AICPA and LeadingAge. He is an accomplished presenter on topics affecting acute care facilities, skilled nursing providers and home health agencies. Keith holds a B.S. degree in accounting from Ball State University.


Keith Seeloff


Vicki Hitzges (From the Front Row to Your Bottom Line)

Vicki delights audiences.  Her techniques come from her long career as a highly regarded motivational keynote speaker and broadcast journalist. She was the first woman and youngest person to hold the title of Dallas Bureau Chief at KTVT in Dallas, at the time, the largest, independent TV station in the nation.  She also anchored the news for the NBC affiliate (KRIS) in Corpus Christi, Texas where she won the prestigious National Headliner Award from the Press Club in Atlantic City.  She also co-hosted the popular, Dallas Cowboy’s weekly TV show, Special Edition, back in Dallas before becoming a successful publicist.  In that role, her clients included BeautiControl Cosmetics and the world’s top motivational speaker, Zig Ziglar.  Impressed with her creativity, Zig invited Vicki to be one of the few speakers he would personally mentor.

As a motivational speaker, Vicki honed her platform skills using a conversational style to reach audiences with stories and humor – never Power Point.

She speaks across the world to associations, companies and universities who want a proven, strong message about teamwork in the workplace and excellent customer service. She’s been interviewed by publications ranging from Entrepreneur magazine to the Chicago Tribune to the Dallas Morning News.  She’s also been a guest on radio and TV programs internationally including a segment on the British Broadcasting Corporation (BBC) where frustrated hosts called for motivational advice for the team Manchester United.  (After the call, the famed soccer team won.) Vicki holds a Certified Speaking Professional designation – an earned title given to less than 10% of speakers internationally and only a few hundred women.

She’s authored two books, the first of which sold out the first day it was on the market.  Now in multiple printings, it’s sold around the world.  That book, Attitude is Everything – 10 Steps to Staying Positive sells strongly as does her second book, Stuck on Stop – How to Quit Procrastinating.


PANEL MODERATOR: Zvi Rhine (Global Healthcare REIT)

Zvi has 20 years of experience in the securities and investment industries. He is the President and CFO of Global Healthcare REIT. Global Healthcare REIT owns healthcare properties and leases them to proven facility operators in the senior care industry. He is also the principal and managing member of Sabra Capital Partners which he founded in 2012, a multi-strategy hedge fund that focuses on event-driven, value and special situation investments primarily in North America. Prior to founding Sabra Capital Partners, he worked at Hilco Real Estate concentrating on asset-backed investments and sale-leaseback transactions. From 2005 to 2008, he was a Director of Boone Capital, an event-driven hedge fund concentrating on small to mid-cap companies. Mr. Rhine has also worked in various investment capacities for Banc of America Securities and US Bancorp Piper Jaffray. Zvi is a graduate of the University of Illinois where he was the recipient of The Bronze Tablet for being in the top 1% of his graduating class.

PANELIST: Thomas Kimsey (Thomas USAF)

Mr. Kimsey currently functions as President & CEO of Thomas USAF Group’s  Loan Origination and Underwriting Division and is a frequent speaker on Rural Development forums. Mr. Kimsey manages and oversees more than $100 Million in loan origination and underwriting annually. With over 28 years in SBA and USDA lending, Mr. Kimsey has established his industry footprint nationwide and is recognized by associates for his leadership skills, his involvement in the community and his passion and determination to best serve client’s needs. He excels by working directly with business owners, partner banks and the SBA/USDA, giving him a firsthand insight to facilitate deals.

When you think Health Care, think Thomas USAF Group, LLC!  Over the years, Thomas USAF Group, LLC has originated, processed, and underwritten 70 Nursing Home and Assisted Living Facility loans totaling $306,000,000 in 12 states which created or saved over 5,000 jobs.  Let the lending experts help you with your Senior Living and Health Care loan needs.  Thomas USAF Group, LLC’s major advantages are 1) speed (less than 3 months to close) 2) Construction financing 3) long-term financing for start-ups 4) we help large borrowers overcome credit challenges.

Thomas USAF Group, LLC (TUSAF) consists of experienced CPA’s, bankers, loan underwriters and analysts that feed direct working relationships with lenders throughout the country over the past 30 years. Thomas USAF Group has made a name for itself in the industry by being the most experienced in high quality USDA B&I and CF loans, SBA 504 2nd mortgages and SBA 7(a) loans.

PANELIST: Dominic Romeo (PruittHealth)

Dominic Romeo manages finance for a large post-acute care health system.  He has served in a financial leadership roles for organizations including Emory University and Marsh & McLennan.  Dom is a Certified Public Accountant and earned an MBA from the Georgia State, Robinson School of Business.  He is a Licensed Nursing Home Administrator, a member of the AICPA and the Georgia Society of CPAs. 

PANELIST: Marcus Van Ameringen, MBA (Colliers International)

Marcus Van Ameringen is Vice President Seniors Housing Investment Sales in Atlanta with over 20 years senior level experience in Assisted Living, Independent Living and Skilled Nursing Marketing, Operations and Development. Focused on brokerage, he facilitates the buying and selling of Independent, Assisted Living and Skilled Nursing properties.  As a corporate manager, Mr. Van Ameringen served as VP Sales & Marketing for three Senior Living/Long Term Care Companies driving revenue, product mix and sales strategy. The companies he has served range from $40 million to $2 billion in annual revenues. Specific roles and companies include: SVP Marketing, Wellington Healthcare LP; VP Marketing Capital Care Management; VP Independent & Assisted Living, Ethica Healthcare & Retirement; Director Market Research, Life Care Centers of America. In these corporate capacities he restructured the entire sales and marketing functions generating millions of dollars of new revenues (Medicare, Managed Care, Private Pay), implemented customer service as a “product” (quantifiable, metric driven), created hospitality programs, and initiated new business niches to grow top line revenues. As founder of Marcus & Associates Senior Living, LLC, Marcus provided sales and marketing, and operational consulting to Assisted Living and Skilled Nursing providers for five years boosting NOI through strategic pricing, market intelligence, niche positioning and targeted marketing.  Marcus graduated with an MBA from Owen Graduate School of Management, Vanderbilt University and BA from Auckland University, New Zealand.

DISCUSSION GROUP: Thomas Schipper (Connexion Senior Living)

For 14 years and with a lot of help and support from many family and friends, Thomas helped found and manage Pacific Gateway Capital (“PGC”) a multi-family office based in Greenville, SC.  Alternative investments included investing capital, resources, and expertise in healthcare/pharmaceutical, hospitality, and select other industries throughout the Southeastern US as well as Mainland China.  With each investment, PGC is actively involved in management and look to partner with people or businesses that share the company’s values.

In addition to PGC, Tom helped co-found Connexion Senior Living (“CSL”) as well as Whitehall Development Group (“WDG”).  Tom’s three partners and he created a unique/integrated partnership to develop senior housing, medical, multi-family, and other commercial real estate.  Through a new build strategy, CSL partners with management companies to focus on secondary and tertiary markets in Virginia and the Carolina’s.  WDG focuses on medical, multi-family, and other commercial real estate opportunities that often complement CSL’s senior housing projects.

As a father of two, Tom is active in tea parties, impromptu plays, ballet, art, golf, soccer, and much more.  Tom and his family reside in Greenville, SC and spend a great deal of time in the North Carolina Mountains as well as the Carolina Coast.  Tom is an avid Demon Deacon fan, as the mascot of Wake Forest, and graduated from Wayne Calloway school of business at Wake Forest University.


Bobby Guy (Polsinelli)

Bobby Guy believes that the uncertainty surrounding the US healthcare market presents the greatest investment opportunity in healthcare for the last half century. He is a healthcare deal lawyer, and he spends his time focused on fixing, buying and selling healthcare companies. Since 2016, he has led the two largest skilled nursing spinoffs in the country, structuring the sales of approximately 400 facilities to more than 30 buyers in 25 states in those deals. He represents clients across the healthcare sector, including:

  • Senior living providers, developers, and REITs
  • Hospitals and acute care facilities
  • Life science companies
  • Private equity fund investors

With the firm belief that proprietary market intelligence is one of the most important services that a lawyer can provide to clients, in 2014 Bobby co-developed a financial research index comparing distress in the healthcare services sector to distress in the overall U.S. economy. For more information on our distress index findings, please visit Polsinelli/TrBK Distress Indices or go to

Bobby chairs the national Healthcare Dealmaker’s Conference in Dallas each May, and he is a frequent speaker and author on healthcare investing and healthcare-related topics. He has appeared on Fox News, and has been published or quoted in The New York Times, The Wall Street Journal, CNN Money, The Deal, McKnight’s Senior Living, Healthcare Mergers & Acquisitions, Senior Housing News, HealthLeaders, The Journal of Corporate Renewal, and HFM, among others.

Robert Dempsey (Polsinelli)

Robert Dempsey is a deal lawyer who focuses on buying and selling health care and senior living companies including companies that may be struggling. His extensive understanding of the health care industry allows him to offer advice in connection with development activities and to assist clients in developing feasible strategies to enhance the strength of their health care offerings. Robert structures and closes deals in the health care services and senior living industries by taking into account not only traditional corporate issues, but also the additional layers of licensure, provider enrollment and other regulatory considerations that are integral to transactions in the highly regulated health care and senior living industries.

The majority of Robert’s practice is focused on advising buyers and sellers of middle market health care services and senior living companies. Most of which have business operations including multiple locations in multiple states.  Robert will often counsel clients on their business formation and structuring, merger and acquisition, divestiture, joint venture and other vital transactions. Robert has focused much of his practice on a broad range of providers, including:

  • Acute care hospitals
  • Continuing care retirement communities
  • Assisted living communities
  • Nursing homes
  • Home health agencies
  • Nursing homes
  • Physician practices

Howard Wilson (The Cottages on Mountain Creek)

Mr. Wilson has worked for many international firms during his career, which include Crossway Capital centered in Australia, Equility Capital out of London, and Prosperity Investment out of Germany. He has founded and partnered firms such as NuQuest, Inc. and The Cottages on Mountain Creek, where he is currently serving as the Chief Operations Officer responsible for medium and long-term corporate planning, as well as day-to-day management oversight of clinical and resident care staff for behavioral health services.

Mr. Wilson’s extensive financial responsibilities in the past included sourcing viable projects in a wide spectrum of industries requiring at least $100 million USD. He has vast experience in corporate governance, regulatory compliance, strategic planning, financial projections, identifying and signing client companies that needed guidance on capital raising, as well as exposure to planning growth for technology, oil, and energy companies worldwide.



Paul Stegenga (Stegenga + PARTNERS)

Mr. Stegenga is a nationally recognized Architect, who has been a leader in seniors housing, assisted living, and skilled nursing communities for 30 years, with projects in thirty-eight States and the USVI.   As a practicing Architect, Mr. Stegenga’s specialization benefits others and the world around him, collaborating with communities that will serve a greater purpose by promoting the health of individuals and organizations.  His design practice supports “quality of life” and the right to live, work, and play as independently as possible.

Mr. Stegenga serves on numerous board appointments and belongs to a variety of national, state and community associations, including; the Georgia Senior Living Association, the Georgia Nursing Home Association, the Georgia Hospital Association, the Georgia Alliance of Community Hospitals, the American Hospital Association, the American College of Healthcare Executives, Argentum and Leading Age.

Lorraine S. Enwright, NCIDQ (THW Design)

Lorraine is Director of Design at THW Design, an award winning Atlanta based Architectural design firm and leader in the Senior Living Industry.  She has been designing intuitive environments for the Senior Living, Mental Health, Hospitality and Residential markets for over 25 years.  She applies this significant cumulative design experience to evidence based design solutions for senior communities, as well as custom residences for seniors seeking to extend their independence in their own homes.  With an innate understanding of scale, character, social connectivity and the emotional well-being associated with thriving environments, Lorraine approaches each project with a passion for the seniors’ “sense of place”, vitality and wellness.  As a holistic designer in both architectural and interior design, Lorraine works collaboratively with all the design disciplines at THW (Land planning, Architecture and Interior Design), and strives to create well-conceived, experiential environments from the outside to inside.  She has a deep belief that rooted deep within the human spirit, is the desire to thrive where we dwell and that an individual’s connection to their environment can be transforming when it reflects their intuitive nature.

Roger Harper (RHarper Consulting)

Mr. Harper brings over twenty-five years of mixed-use, multi-family and senior housing experience to RHarper Consulting Group.

Roger spent  three years with Bristol Development Group and managed all phases of project development and marketing for over 1,000 multi-family units.  Roger was involved in two major mixed-use projects in Nashville; Icon in The Gulch and Velocity in The Gulch. In addition he oversaw develpment execution of condominium coversions, mixed-use and other multi-family projects.

Prior to his involvement with Bristol Development Group, Roger spent eight years with Greystone Communities helping begin their real estate development operations before leaving to help found Southern Assisted Living, Inc.

Southern Assisted Living, Inc. built and acquired 45 assisted living communities in the Carolinas and Virginia.  In addition to overseeing the real estate development activity at Southern Assisted Living, Inc., Roger also played a key role in operations of the company’s portfolio.

Prior to Greystone Communities, Roger worked with Oxford Development and Drexel Properties in Dallas, Texas .

Roger holds a Masters in Business Administration from Texas Christian University and a Bachelor of Science in Mathematics from the University of Texas at Arlington.


Terry Sullivan, M.D.

Dr. Sullivan received his M.D. from Georgetown University, Washington D.C, as well as is his degree. Dr. Sullivan did his residency at Waterbury Hospital, in Waterbury, Connecticut and received his Occupational Medicine and Masters in Public Health Program from the University of Michigan and is Board Certified in Internal Medicine.

Dr. Sullivan has extensive experience as an executive physician with a strong business/public policy background. In addition, experience and knowledge includes to include long-term care, rehabilitation hospitals, acute-care hospitals, insurance, pharmaceutical, the medical delivery system, public health policy and the corporate health environment.  Dr. Sullivan has proven ability in the leadership, management and strategic policy development for healthcare systems and a solid track record in developing successful businesses which produce outcomes that build relationships and credibility with key customer groups.


Margaret Ann Wylde, PhD (ProMatura Group, LLC.)

Dr. Wylde founded the ProMatura Group, a research and advisory company, in 1984.  Clients include investors, developers, for-profit and not-for-profit owners, operators, cities, counties, and states; and industry associations in the Americas and Europe. ProMatura has offices in Oxford, MS; London, UK; and Toronto, Canada.

ProMatura’s 50+ employees provide defensible, usable solutions based on defensible data and experience.  ProMatura’s products include feasibility studies, site analyses, predictive analytics, community audits, sales counselor assessments, satisfaction surveys yielding quality improvement plans,   design and programming consultation.  ProMatura’s consumer community planning research defines the lifestyle, residences, amenities, services, payment plans, and pricing that will yield the fastest sales pace and the highest market share. ProMatura’s consumer verified programs ensure communities provide the lifestyle and experience their customer’s desire. ProMatura’s intelligence yields exceptional, successful communities.

Wylde is a member of the Urban Land Institute serving as a Trustee, Governor, Advisory Board of the Terwilliger Center, Chair of the Lifestyle Residential Development Council, and former Chair of the Senior Housing Council and Building Healthy Places, served on the Americas Executive Committee and Building Healthy Places; serves on the Executive Board of the American Seniors Housing Association, and the Executive Advisory Board of Argentum.  Wylde received the Icon of the Industry Award from the 50+ Housing Council of NAHB for her “substantial and lasting impact on the seniors housing industry.”   She was the first woman to receive this honor.

The author of five books and scores of technical papers and articles, Wylde is also a contributor to trade and business publications and scholarly journals. Her publications include Right House, Right Place, Right Time: the Community and Lifestyle Preferences of the 45+ Housing Market (BuilderBooks, 2008); Boomers on the Horizon: Housing Preferences of the 55+ Home Buyer (BuilderBooks, 2002); and Building for a Lifetime: The Design and Construction of Fully Accessible Homes (The Taunton Press, 1994). Wylde is often sought out for her expertise by various news and trade publications, including the Chicago Tribune, the Wall Street Journal, the Overseas Property Professional magazine, the Senior Housing



Ed Handy (BrightPath GPS)

Edward Handy is an experienced professional in clinical and operational Healthcare Program Development. He spent twenty-nine years with the University of Vermont’s College of Medicine Department of Psychiatry (Assistant Professor of Clinical Psychiatry, with specialty in Community Psychiatry). His extensive expertise in designing and developing integrated behavioral health programs, includes in-patient and outpatient program design, Partial Hospital Programs, Outpatient Clinics, Faculty Practice Development, and Comprehensive Evidence-Based Clinical Continuums of Care, as well as clinical architectural design of psychiatric/neuro-behavioral units with coordinated outpatient components.

He was the Principal Clinical Program Designer for Park Royal Hospital in Fort Myers, FL—a free-standing psychiatric hospital which opened with 76 beds and has expanded to 104 beds. There, Edward provided clinical advisement on Curriculum Design (inpatient and outpatient units), Medical Attending Staff Development (Psychiatrists and Hospitalist: recruitment/contracting and By-law composition), and Regulatory Compliance (State, Federal and Hospital Accreditation).

Andrew Voss (Polsinelli)

Andrew Voss’ background as a licensed physical therapist enables him to provide practical solutions by integrating clinical experience with legal analysis.

He provides guidance in corporate and health care transactional matters for a broad range of providers, including:

  • Institutional health care providers
  • Public health care entities
  • Large single and multi-specialty physician groups
  • Specialty providers
  • Long-term care and post-acute care facilities

Andy understands that caring for patients is big business and gives realistic advice regarding the purchase and sale of hospitals and other health care entities.  He also counsels regarding fraud, abuse, regulatory, and compliance issues. He is knowledgeable in health care policies and best practices, including the privacy and security requirements under the Health Insurance Portability and Accountability Act.

CONFERENCE HOST!: Carol Reynolds, MAI, CCIM (Province Valuation Group)

Carol Reynolds is professionally recognized as an authority on valuation, operational overview, and market feasibility of senior housing and healthcare across the United States. These include psychiatric hospitals (adult and adolescent), rehabilitation hospitals, assisted living facilities, group homes and acute-care hospitals. Carol holds a BS in Real Estate from Georgia State University, obtaining her MAI (Member of the Appraisal Institute) in 2000 and her CCIM (Certified Commercial Investment Member) in 2002.


Lisa Legeer (DHG Healthcare)

Lisa Legeer is a Principal with DHG Healthcare and works with hospitals, health systems and post-acute care providers to develop and implement strategies to succeed as healthcare delivery evolves from fee-for-service (volume) to risk- and performance-based payment models (value). Lisa has more than 17 years of experience in the healthcare and senior living industry, providing strategic planning, operations assessment and performance improvement, market research, marketing, and other advisory services. Lisa has been involved in the development of numerous start-up communities, as well as expansion and repositioning projects. She is experienced in the preparation of market demand analyses for proposed and existing senior living and long-term care providers, including CCRCs, assisted living facilities, skilled nursing facilities and other retirement housing projects.