AI for Senior Living: Practical Tools, Compliance, and Competitive Advantage

In-Person Event 

November 18, 2026 | 9:00AM-4:30PM | Quest Conference Center, 9200 Worthington Road, Suite 400, Westerville OH 43082

Artificial intelligence is becoming part of everyday operations across aging services, creating new opportunities as well as important questions about privacy, compliance, governance and responsible use. This full-day program will help Ohio aging services providers better understand where AI can support their work, how to evaluate potential uses and what organizations should consider before expanding adoption. The day will include an extended legal and compliance discussion specific to Ohio and a member panel focused on real-world provider experience.

Participants will explore:

• Current and emerging AI uses across care, workforce, operations, communications and administrative functions.
• How to identify appropriate AI use cases, evaluate vendors and move from pilot projects to broader implementation.
• Data management, cybersecurity, privacy and organizational governance considerations.
• Federal and Ohio legal and compliance issues, including employee use, documentation, confidential information, vendor agreements and organizational policies.
• How Ohio aging services providers are currently using AI, what they have learned and where they are exercising caution.
• Steps organizations can take to establish responsible AI practices and determine appropriate next priorities.

Agenda for the Day:

8:30-9 a.m. | Check-In, Breakfast and Networking: Attendees can check in, enjoy breakfast and connect with peers before the program begins.

9-9:10 a.m. | Welcome and Introduction Opening remarks and an overview of the day’s goals, with a focus on how artificial intelligence is being used across aging services and what Ohio providers should consider as adoption grows.

9:10-9:40 a.m. | The AI Opportunity An introduction to where AI is today, where it is headed and why it matters for aging services organizations. The discussion will address workforce pressures, rising costs, changing expectations and the growing role of generative and agentic AI.

9:40-10:30 a.m. | AI Use Cases Across Aging Services A look at current and emerging uses of AI across resident and patient services, workforce management, training, documentation, communications, marketing and administrative functions.

10:30-10:45 a.m. | Break

10:45-11:10 a.m. | Implementing AI Use Cases A practical discussion of how organizations can move from interest to implementation, including selecting appropriate use cases, developing an AI roadmap, evaluating vendors, budgeting and considering return on investment.

11:10-11:30 a.m. | Managing Your Data and Predictive Analytics An overview of the role data plays in successful AI adoption, including how organizations collect, manage and use information to support analytics and decision-making.

11:30 a.m.-12:30 p.m. | Lunch and Networking

12:30-1 p.m. | Managing Cybersecurity in the Age of AI A deeper look at the cybersecurity risks that accompany AI adoption, including protection of organizational and resident or patient information, inappropriate use of AI tools, emerging scams and threats, third-party risk, and safeguards organizations should consider before introducing new technology.

1-1:30 p.m. | Why Governance Models and Employee Policies Matter A look at organizational oversight of AI, including governance structures, staff expectations, training and policies that establish appropriate boundaries for use.

1:30-2:30 p.m. | Compliance, Privacy and Risk in Ohio Jen Grieveas and Ben Mounts will lead an expanded discussion focused on the legal and compliance issues Ohio aging services providers should consider when using AI. Topics will include privacy and confidential information, documentation, employee use, vendor relationships, data security, organizational policies, human oversight and federal and Ohio requirements. The session will include time for provider questions and discussion of real-world scenarios.

2:30-2:45 p.m. | Break

2:45-4:15 p.m. | Ohio Provider Panel: AI in Practice Alexander Catchings will moderate a member panel featuring Jen Grieveas, Ben Mounts, Mike Gray and potentially Tony Conaway of BHI. Panelists will discuss how their organizations are approaching AI, where they are using it, where they remain cautious, lessons learned, staff and leadership considerations, and priorities for future use. Audience questions will be incorporated throughout the discussion.

4:15-4:30 p.m. | Recap, Final Thoughts and Q&A The day will conclude with key takeaways, final questions and considerations organizations can take back to their teams.