In Appreciation of our Diamond Sponsors

For over fifty years, HealthDirect has been providing fully integrated pharmacy solutions to our partners in Long Term Care and Community Living settings. Our longevity and growth in the pharmacy services space is credited to our value, breadth of services, and trust amongst our partners. 

HealthDirect Pharmacy Services

We Deliver Value,
Not Just Medications

www.hdrxservices.com

Appleton Pharmacy: 920-739-5900

Brookfield Pharmacy: 262-395-4658

Eau Claire Pharmacy: 715-832-3780

La Crosse Pharmacy: 608-784-6500

M3’s Senior Living & Social Services Practice leads the way in benefits and business insurance for your industry. Our team helps you navigate changing regulations, exposures to litigation, and a challenging employment landscape.  

M3 Insurance Solutions for Business

m3ins.com
Insurance and Risk Management Services
800-272-2443

Value First is a group purchasing organization (GPO) that provides free, no obligation services for LeadingAge senior living communities that can reduce their operational costs through discounted pricing and rebates on food, medical, janitorial, office supplies, and capital equipment. Value First is owned by LeadingAge and 25 state affiliates. Value First specializes in supporting the purchasing needs of LeadingAge members based on our extensive experience and knowledge of senior living.

Value First

www.valuefirstonline.com
Group Purchasing
651-659-1442

Ziegler, a proud supporter of LeadingAge Wisconsin and its members, is a leading provider of financing for senior living organizations. Ziegler offers creative, tailored solutions to its clients, including investment banking, financial risk management, seed capital, FHA/HUD, capital and strategic planning, M&A services, and sponsorship transitions, as well as senior living research and education. 

Ziegler Investment Banking

ziegler.com 
Financial Services
414-978-6407

Wipfli’s healthcare practice serves organizations including home health, hospice, palliative care and senior living providers. Our professionals understand the financial reimbursement environment and the complexities facing healthcare today.

Wipfli LLP 

wipfli.com 
Accounting and Consulting
414-431-9300

CLA delivers integrated wealth advisory, outsourcing, audit, tax and consulting services to help clients succeed professionally and personally. Grounded in public accounting, our broad professional services allow us to serve clients more completely and offer our people diverse career opportunities. We believe professional relationships can be personal and those connections can last for generations.  

CliftonLarsonAllen LLP

www.claconnect.com
Accounting & Consulting Services
414-721-7580 

D.A. Davidson Senior Living and Structured Housing delivers innovative financing solutions for all capital needs including new construction, expansion, acquisition, and recapitalization. Advisory services include strategic planning, affiliations, mergers and acquisitions, dispositions and debt restructuring. The team executes taxable and tax-exempt debt solutions for the entire capital stack including securing public and private debt placements and raising both mezzanine debt and equity capital.”

D.A. Daidson & Co.

dadavidson.com
Full Service Investment Bank and Wealth Management
414-651-5559

Contact Reinhart Shareholder Bob Lightfoot at 608-229-2257 for issues related to: Regulations, surveys, licensing your facility, the sale or purchase of an assisted living or skilled nursing facility, employees, workplace, unions, operations, contracts, admission agreements, resident and/or family situations.

Reinhart Boerner Van Deuren 

https://www.reinhartlaw.com
Legal Services
608-229-2200

Senior Living Insurance Specialists -Providing all lines of coverage from; Property, Liability, Professional, Workers compensation, Cyber and Employee Health and Benefits to over 175 Wisconsin based Senior Living Facilities.

Marsh McLennan Agency

Marshmma.com
Insurance
262-797-6293

Colliers Securities is committed to providing a full spectrum of financing solutions for each client’s unique capital finance needs. Since 1977, we have served the financing needs of senior living and healthcare facilities, including new construction, renovations and expansions, as well as refinance vehicles for existing debt.  Nationally, we are a top-ten underwriter of senior living debt, as well as a leading provider of HUD, USDA, and Fannie Mae financing through our affiliate, Colliers Mortgage.

Colliers Securities

https://www.colliers.com
Finance
414-786-5990

Greenfield Rehabilitation Agency is a therapist-owned and operated company providing physical, occupational and speech therapy services to skilled nursing facilities and senior communities throughout Wisconsin. For over 50 years we have dedicated ourselves exclusively to Wisconsin and are committed to providing an exceptional experience for our patients and partners. Whether you need a full-service partnership or expert management services let us be your trusted local provider.

Greenfield Rehabilitation Agency

www.grawi.com
Rehabilitation/Therapy Services
262-409-8585

Martin Bros. is a customer-centric, employee-owned foodservice company specializing in senior living. Our customers are connected with innovative solutions and quality products from brands you trust. We help drive dining program results!

Martin Bros Distributing Co.

www.martinbros.com
Foodservice
800-847-2404

Hoffman Planning, Design & Construction has been assisting senior care organizations for 35 years. We collaborate with providers to deliver efficient, sustainable, and cost-effective facility solutions that support their organization’s mission and position them for long-term success. 

Hoffman Planning, Design & Construction, Inc.

hoffman.net 
Planning, Architecture, and Construction Management
800-236-2370 

Healthcare Services Group (HCSG) is the leading provider of labor and supply services for the healthcare spectrum, including senior living, assisted living, rehabilitation centers, and hospitals.

Healthcare Services Group

www.hcsgcorp.com
Housekeeping, Laundry, and Dining Services
215-639-4274 

Compeer Financial is a Farm Credit cooperative serving agriculture and rural communities. Based in Sun Prairie, Wisconsin, our team is uniquely positioned to help communities secure financing for their senior living facility infrastructure needs. Contact us at 844-426-6733 or visit Compeer.com.

Compeer Financial

www.compeer.com
Financial Services/Financing
844-426-6733

Our Aging Services Practice helps organizations navigate competing demands of providing quality care and the pressure to reduce costs. We specialize in business insurance, risk management, and employee benefits for companies in the sector. 

Brown & Brown

BBrown.com
Insurance
414-259-8415 

For over 50 years, our focus has been helping the people, families, and communities of Wisconsin build a future we all can be proud of. By working with Johnson Financial Group, you get an experienced team that strives to create exceptional experiences tailored to your needs, while providing simplicity and security. Johnson Financial Group is a privately owned, Wisconsin-based financial services company offering banking and wealth solutions through its subsidiaries, Johnson Bank and Johnson Wealth.

Johnson Financial Group

www.johnsonfinancialgroup.com
Financial Services
414-270-2273

Managing all the human resource functions including compliance and risk mitigation is a lot to handle on your own. As a Professional Employer Organization (PEO), we completely take on your human resources stress and burden. Let us help you with: Payroll, Workers' Compensation, HR Administration, Employee Benefits, Strategy & Compliance, and Technology for Care.

ProCare HR

procarehr.com
Management of HR Functions
612-503-1320

Select Rehabilitation provides physical, occupational and speech therapy services to patients across the country, and partners with clients to provide expertise in regulatory/reimbursement issues. 

Select Rehab

www.selectrehab.com
Therapy Services & Rehabilitation
847-441-5593

Founded in 1935, HJ Sims is a full-service investment bank which specializes in providing capital sourcing, bond underwriting, and advisory services to nonprofit providers. Our professionals are uniquely qualified to deliver the right expertise, the right strategies and the right solutions for clients, ensuring our clients’ projects are always Financed Right^®.

HJ Sims

https://hjsims.com
Banking/Financial Advisory Services
952-683-7507 

WHEFA is ready to assist Wisconsin’s nonprofit institutions to obtain access to low-cost capital in order to finance or refinance their capital improvement and expansion needs.  WHEFA is an advocate, educator and resource for all nonprofits in the Badger State. 

WHEFA

www.whefa.com 
Financial Advisory
262-792-0466 

Community Living Solutions is an integrated planning, design and construction services organization solely serving the senior living profession. We deliver solutions to enhance marketability, increase revenue, and maintain a strong financial health.

Community Living Solutions

Communitylivingsolutions.com
Exclusively Focused on Senior Living
Master Planning, Design, and Construction
920-969-9344

CCL Hospitality Group is a nationwide leader in culinary and support services with four distinct operating companies – Morrison Living, Unidine, Coreworks, and The Hub. We provide modern world-class hospitality infrastructure, talent, and innovation. We are shaping the industry’s future leaders with a culture of service focused on elevated hospitality offerings for community living across the country.

CCL Hospitality Group

https://www.compass-usa.com
Culinary and Support Services
608-277-2889

Value First
valuefirstonline.com
Group Purchasing

Trish Korsgren #651-659-1442