2026 Agenda
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March 23, 2026
Monday
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March 24, 2026
Tuesday
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March 25, 2026
Wednesday
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2:00 PM-7:00 PM
Registration
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WherePortman Promenade
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2:00 PM-7:00 PM
Sponsor Exhibits Set-Up
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WherePromenade Foyer
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5:00 PM-7:00 PM
Welcome Reception – Presented by Axxess
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Presented by: AXXESS
Connect with home health, home care, hospice leaders, investors, and dealmakers to kick off the HHCN Capital + Strategy Conference. Share insights, spark relationships, and set the tone for strategic conversations.WhereProvidence Promenade
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7:45 AM-6:00 PM
Registration
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WherePortman Promenade
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8:00 AM-9:00 AM
Breakfast
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WherePromenade Foyer
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9:00 AM-9:10 AM
Opening Remarks
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Gather for a warm welcome from the Home Health Care News team, as they set the stage for the high-impact sessions, networking opportunities and industry insights set to unfold.WhereGrand Ballroom A
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9:10 AM-9:40 AMC-Suite View On Dealmaking Amid Payment Shifts, Evolving At-Home Care Landscape
By Jen Lentz CEO, Avid Health at Home, Mike Trigilio CEO, HouseWorks, David Kerns CEO, The LTM GroupLearn more
Dealmaking in at-home care is becoming increasingly complex as payers, policymakers and market forces reshape the sector at unprecedented speed. Shifting reimbursement models, midterm politics and the potential for stroke-of-the-pen risk due to regulatory changes are creating new layers of uncertainty for investors, operators and strategic buyers. Leaders from home care and home health organizations will share how these pressures are influencing valuation, deal structure, risk assessment and operational integration.WhereGrand Ballroom A
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9:50 AM-10:20 AMOption 1De-Risking Growth: How Purpose-Built Tech Infrastructure Strengthens M&A Outcomes in Home Health – Presented by Axxess
By Rexanne Dominico President and CEO, Interim HealthCare, Matt McMurphy Reliant, Tom Codd AxxessLearn more
Executives explore how compliance centric, interoperable platforms reduce audit exposure, improve documentation accuracy, and stabilize operations — giving financial buyers greater confidence in scalability, post close integration, and long-term margin protection.WhereGrand Ballroom A
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9:50 AM-10:20 AMOption 2Surviving Diligence: Clinical Risk, CMS Look‑Backs and Negotiation Pressures in Post‑Acute M&A – Presented by Netsmart
By Jeff Kellam VP, Client Development, Netsmart, John Laham Principal, CLA, Michael Lloyd Mergers and Acquisitions Associate, Mertz Taggart, Dawn Cheek Director, Clinical Consulting, McBeeLearn more
In today’s volatile regulatory environment, Post-Acute M&A diligence is increasingly shaped by clinical risk, CMS look backs, and heightened audit scrutiny. This discussion—featuring a McBee clinical consultant and experts from CLA and Mertz Taggart—will explore how to assess documentation integrity, interpret key quality indicators, and quantify reimbursement exposure in both hospice and home health deals. Panelists will highlight the operational and financial pressures that surface during diligence and how they can impact negotiation dynamics. The session equips buyers, sellers, and advisors to navigate emerging pitfalls and protect deal value.WhereGrand Ballroom B
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10:20 AM-11:20 AM
Networking Break
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Take a moment between sessions to mingle with peers, exchange ideas, and build meaningful connections with professionals shaping the future of at-home care and investment strategies.
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11:20 AM-11:50 AMOption 1One Market, Three Models: Public, private, nonprofit providers on growth, capital and consolidation
By Dean Alverson CEO; LifeCare Home Health Family, Ari Medoff CEO, Arosa, Chris Dobbin Founding President, CEO and Director, Nova Leap HealthLearn more
While at-home care providers face many of the same challenges and priorities, strategy is also shaped by ownership models. Hear from leaders with public, private and nonprofit providers about their strategic priorities and their takes on the M&A landscape and capital markets.WhereGrand Ballroom A
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11:20 AM-11:50 AMOption 2Labor Market Intelligence As The Foundation For Expansion
By Steven Gonzalez CEO, HealthView, Aaron Marcum Visionary & Co-Founder of Riverside Home CareLearn more
De novo growth and successful M&A depend on a clear understanding of labor supply, wage trends and market-level clinical capacity. This session explores how leading home-based care operators assess workforce feasibility in target markets, translating labor dynamics into smarter investment decisions and sustainable growth.WhereGrand Ballroom B
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12:00 PM-1:00 PM
Lunch
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Refuel and recharge with the leaders in home health and hospice by enjoying lunch, where meaningful introductions and collaborative conversations are always on the menu.WhereUptown - Lower Level
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1:00 PM-1:30 PMAcquisition-Ready: The Compliance Blueprint Behind High-Value Home Care Agencies – Presented By Polsinelli
By Alex Veach Director of Transaction Services, Agenda Health, Angelo Spinola Home Health, Home Care & Hospice Chair, Polsinelli, Rich Tinsley Board Advisor, Help at HomeLearn more
In today’s home-based care market, compliance is no longer just a regulatory obligation — it is a core determinant of operational strength, scalability, and enterprise value.
Join a panel of experienced home care executives from organizations that actively acquire agencies as they share a buyer’s perspective on what truly drives acquisition decisions. Drawing from real-world transactions, panelists will discuss how regulatory discipline, billing integrity, documentation practices, and governance structures influence valuation, deal certainty, and post-close integration success. This executive-level conversation will provide operators with practical insight into how compliance frameworks directly impact performance, risk profile, and marketability — and what it takes to build an agency that sophisticated buyers are willing to pursue.WhereGrand Ballroom A
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12:00 PM-1:00 PM
HHCN+ Lunch
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WhereTryon Room
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1:40 PM-2:10 PMOption 1By The Numbers: A Data-Driven Look At Today’s Home-Based Care M&A Market
By Daniel Schwartz Partner, Larix Capital Partners, David Jackson CEO, Choice Health at Home, Mike Kotzen CEO; AmivieLearn more
From financing conditions to valuation shifts to policy ripple effects, today’s M&A and financing landscape is best understood through the numerical clues shaping buyer, seller and capital provider behavior. Panelists will share whichever data points they believe matter most – whether market-wide indicators, payer dynamics, deal pipeline volume, or company-specific trends. The result: a clearer sense of what the numbers say about momentum, timing and opportunity in home-based care.WhereGrand Ballroom A
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1:40 PM-2:10 PMOption 2Financing The Future Of Home-Based Care: Navigating Medicare, Medicaid And MA Pressures
By Aaron Stapleton Founder and CEO, Trinity In Home Care, Hillary Loeffler Vice President of Policy & Regulatory Affairs; The National Alliance for Care at Home, Joe Shannon Vice President of Business Development; HomeCentris HealthcareLearn more
From Medicare rate cuts to evolving Medicaid waivers and shifting Medicare Advantage contracting dynamics, home-based care providers are operating amid unprecedented payment pressure and policy uncertainty. This session brings together leaders who are adapting operating models, rethinking service line mix, strengthening data capabilities and leveraging technology to maintain margins and position for sustainable growth in a rapidly changing environment.WhereGrand Ballroom B
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2:10 PM-3:30 PM
Networking Break
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Take a moment between sessions to mingle with peers, exchange ideas, and build meaningful connections with professionals shaping the future of at-home care and investment strategies.
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3:30 PM-4:00 PMOption 1AI As A Growth Multiplier: Rethinking Expansion And Dealmaking In Home-Based Care
By Jeff Salter CEO; Caring Senior Service, David Bell Founder/CEO, Grandcare Health, Sherry Kesler Vice President, Post Acute Care Division; West Virginia University HealthLearn more
AI is rapidly evolving from a backend efficiency tool to a market disruptor capable of reshaping competitive advantage, cost structures and even valuation models in home-based care. This session explores how emerging AI capabilities – from automated onboarding to intelligent scheduling and documentation reduction – are influencing provider expansion strategies, integration plans and dealmaking.WhereGrand Ballroom A
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3:30 PM-4:00 PMOption 2Shaping The Story: Framing Operational Pillars Into A Clear Narrative For Buyers
By Rich Tinsley Board Advisor, Help at Home, Cameron Cordts Corporate Development Manager, Purpose Care, Dean Alverson CEO; LifeCare Home Health FamilyLearn more
Buyers increasingly scrutinize operational fundamentals like workforce stability, documentation rigor and measurable outcomes when evaluating home-based care assets. This panel breaks down how leaders can package these elements into a cohesive narrative that signals readiness, reduces diligence friction and strengthens the organization’s overall investment thesis.WhereGrand Ballroom B
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4:00 PM-6:00 PM
Networking Reception – Presented by KanTime
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Presented by: KanTime
Unwind after a full day of strategic sessions by reconnecting with fellow executives, investors, and industry experts to continue discussions and grow your network.WhereBrooklyn Village
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8:00 AM-11:30 AM
Registration
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WherePortman Promenade
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8:00 AM-9:00 AM
Breakfast
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WherePromenade Foyer
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9:00 AM-9:30 AMThe New M&A Map: Balancing Breadth And Depth In At-Home Care Growth
By Ralph Laughton CEO and Head of Strategic Partnerships; Heart, Body & Mind Home Care, Jason Growe CEO, LiveWell Partners, Matt Griffith New Day Chief Development and Strategy Officer, New Day Healthcare, Mark Hunt President, Elevate Home HealthLearn more
Today’s most successful M&A strategies focus on striking the right balance between expanding reach and deepening operational density. As reimbursement pressures rise, state regulations diverge, and integration challenges multiply, providers are learning that scaling wisely, not just widely, is the key to sustainable performance. In this session, industry leaders and dealmakers will explore how organizations are rethinking their approach to acquisitions and de novo growth.WhereGrand Ballroom A
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9:40 AM-10:10 AMThe Complexity Climb: Scaling Home Care To Meet Higher-Acuity Demands
By Bob Roth Managing Partner, Cypress Home Care, Ralph Laughton CEO and Head of Strategic Partnerships; Heart, Body & Mind Home Care, Megan Casey Senior Vice President, Live Well Home CareLearn more
As patient needs grow more complex, home care providers are increasingly delivering higher-acuity services. This evolution demands new operational models, deeper caregiver capabilities, stronger care coordination and enhanced technology infrastructure. In this session, leaders from across the complex home care ecosystem will break down what it takes to level up.WhereGrand Ballroom A
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10:10 AM-11:00 AM
Networking Break
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Take a moment between sessions to mingle with peers, exchange ideas, and build meaningful connections with professionals shaping the future of at-home care and investment strategies.
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11:00 AM-11:30 AMBuilding Capacity at Home: Streamlining Home-Based Care For a New Era
By Dan Borraga Senior Vice President of Operations, Interim HealthCare, Jared Hanson Senior Vice President, Home Health Division, Empath HealthLearn more
As demand for home-based care accelerates and workforce and reimbursement pressures continue to reshape the landscape, at-home care providers are reexamining how care is delivered and supported. This session explores how forward-thinking organizations are streamlining operations, reconfiguring care models and using smarter, tech-enabled approaches to do more with the resources they have. Panelists will share how these shifts are expanding capacity for care, improving outcomes and creating more resilient, scalable organizations – without sacrificing quality or access in a rapidly evolving market.WhereGrand Ballroom A