Event Programme

Don't Miss a Thing

  • Day 1 - 30 May 2019
  • Day 2 - Management Stream
  • Day 2 - Care Stream
  • Day 2 - Trustee Stream
  • Hall A and B
  • Exhibition
08:30 AM - 10:15 AMSpeed Networking


Be ready for some smooth talking, fun and swapping business cards.  You will get 2 minutes to share highlights about yourself and then actively listen to the other person whilst they share theirs.  Then one of you will move on and you’ll get another person to speak to.

This is an interactive session to break the ice and get to know the other delegates that you will be sharing the next 2 days journey with.

10:45 AM - 11:45 AMLaunching your own path of “Getting Things Done” By William Elliott

William Elliott, who is trained in the “Getting Things Done” (GTD) methodology, will focus on this methodology developed by the best-selling author, David Allen, which aims to promote stress-free performance at work and in life. The premise of this method is that productivity is directly proportional to the ability to relax. A clear mind with organized thoughts allows the individual to deliver effective results. While in the short time available these concepts cannot be fully developed, however the session aims through practical examples to sensitize delegates to the value of self-understanding and self-management for success in managerial positions.

12:15 PM - 12:45 PMCustomer Experience as a Competitive Advantage in the Retirement Village industry By Julia Alpheldt

In today’s connected world, customer experience (CX) is no longer a nice-to-have, but rather it is a key point of differentiation. Consumers across globe are empowered to make informed decisions about when and where they spend their money. Consumers seek experiences over products, and now have the social platforms to hold brands to account when they under deliver. These changes have impacted all industries, and retirement villages are no exception. Julia will share insights into CX trends in the retirement village industry and how brands in this sector can leverage customer experience to thrive. 

01:45 PM - 02:15 PMDoing and Being’ vs ‘Being kept Busy’ – through a Person-Centred Lens By Rayne Stroebel

Loneliness, as well as boredom and helplessness, are frequently seen when working with older people. Not only within the residents living in the care centres, but also those living in assisted living and those living independently in their own flats or cottages.  It does, however, appear as if there is a quick and easy solution: just keep them busy!  Bingo, movie night, library hour or a weekly outing to the local shopping mall are just some ideas…

 From experience, there are usually a core group of residents participating in the activities on offer for older people at any one facility – the same group of residents attending one activity after another – and some truly benefit from these offerings. 

 The question, is: what about the rest? 

 Person-centred care offers a lens through which each person can be supported to find meaning, joy, security and growth, irrespective of their physical or cognitive ability. 

 The aim is not to create an artificial environment where different entertainment options are on offer 24 hours a day. The aim is to get to know each individual and honour them for who they are and how they wish to be.  Lessons learnt together with some useful tools to achieve this aim will be shared:  it’s not a quick fix, but offers an opportunity for authentic relationships to support a life worth living.

02:15 PM - 02:45 PMChallenges and Opportunities of the Older Person’s Act By Syd Eckley

The legal and operational environment of the retirement industry in South Africa is presently uncertain and open for exploitation, mismanagement and consequently risk. This was one of the main findings of the extensive study by the SA Human Rights Commission in 2016 who recommended a total revision of existing legislation to include accreditation standards and registration requirements for the whole retirement village industry. In 2017 an independent research study under the auspices of the Department of Planning and Monitoring evaluated the realisation of the Older Person’s Act. One of the key recommendations was to amend the Older Person’s Act to include the registration of all private housing schemes for retired persons. This recommendation was accepted by Government and is set to be implemented as part of an amendment of the Older Person’s Act, hopefully in 2019.


In this presentation we will explore the principles, objects and scope of practice of the Act. This will assist management of a village to understand both obligations and opportunities that the Act presents. Very specifically, in depth attention will be given to Managers to develop an appreciation of the ever- changing world of retired persons living in an environment that needs to create, emotional and financial, peace of mind. The scope of management practices used abroad will provide much food for thought in the management of a village and could serve as a benchmark for South Africa.

03:15 PM - 03:45 PMInsights into how the NHI will impact Frail Care facilities By Dr Anbay Pillay

Dr Anban Pillay, Deputy Director General: National Health Insurance will share insights on the recent White Paper for facilities and medical aids and how they will affect you – as a service provider.

 The National Health Insurance (NHI) is a financing system that will offer all citizens of South Africa essential health care, regardless of their socioeconomic status. The NHI will offer all South Africans access to a defined package of comprehensive health services. The NHI service package will include all levels of care, from primary health care, to specialised tertiary care.

Refreshments / Exhibition
10:15 AM - 10:45 AMRefreshments / Exhibition
Refreshments & Exhibition
02:45 PM - 03:15 PMRefreshments & Exhibition
  • Hall B
  • Hall A and B
  • Exhibition
09:30 AM - 10:00 AMManagement succession planning for a successful business By Ashnie Muthusamy

Although the type of process and the extent of succession management may be different, organisations both large and small have some form of succession. Regardless of the size of your organisation, this session will provide you with guidelines on successfully implementing Succession Management taking cognisance of organisational culture, readiness and leadership maturity.

Ashnie will share:

  • understanding the business case for succession
  • quick tips on the dos and don’ts of succession
  • some suggestions on enhancing your process and how to improve your succession rollout
10:30 AM - 11:00 AMPANEL DISCUSSION By Vanessa Clouson, Gale Ure, Sorika de Swardt

Sectional Title and rental RVs experience the challenge of how to manage to move the resident to another level of care when the family says no. How does one go about determining consent and capacity? What are the potential legal implications and the risks involved for all parties?

11:00 AM - 12:00 PMA consultation with Syd Ecklerly By Syd Eckley

This is an open forum where you can ask Syd any burning questions you may have.  We will be using Facebook and Twitter to capture your questions.  He will then be able to see if there are overlaps and respond to your questions.  Delegates will also be able to see what questions are being posed through Twitter and Facebook feeds on the social media wall.

12:00 PM - 12:30 PMLeveraging the gifts of Enneagram to facilitate improved financial performance, organisational change and design, culture change, improved teamwork, communication and deeper individual insights. By Johan Raubenheimer

The Enneagram (iEQ9) is being used as basis for Individual and Leadership development, improved Team Functioning, Culture change, Change and Diversity management and continued Learning and Development through Coaching interventions and formal learning programmes which has already significantly enhanced organisational growth and improvement.

The Enneagram uncovers the patterns of behaviour that sub-consciously drive and motivate us to act in certain ways. In making these patterns and motivations conscious we are able to transcend them and develop richer, more supportive ways of being, enabling individuals to take responsibility for their own behaviour and growth as they improve their understanding of why they act and react in the way they do.

As a framework the Enneagram speaks to the journey of integration and self-mastery. It honours the uniqueness of each individual. It reveals what holds an individual back and offers insights into their inner strengths and higher selves. The Enneagram is thus a sense-making tool that enables development of self-knowledge and meta-awareness.

The Enneagram is a catalyst for organisational development at individual, team and organisational levels. Enneagram-based insight reflects deep motivators and change behaviours, giving it great power in the context of a complex adaptive system such as a team or organisation.

02:00 PM - 02:30 PMInsights on how to Improve your Debt Management By Wendy Kemp

Given the financial climate, South Africans face the realities of debt are increasing.  Wendy will share some steps on how to reduce your risk that include:

  • the importance of Knowing Your Customer
  • verifying your client’s Credit Worthiness;
  • securing sureties;
  • managing amounts outstanding vs terms & conditions when incapable to sign at the day of admittance of village or frail care;
  • Social Responsibilities; and
  • Clients refuse to pay staff overtime / double pay on weekends
03:00 PM - 03:30 PMUnderstanding the Property Professionals Bill By Nicolene Schoeman – Louw

The designation changing from “estate agent” to “property practitioner” together with the wide-encompassing definition of a “property practitioner” brings about that anyone remotely associated with property transactions will be affected by the new legislation – from mortgage originators financing property transactions to property portals. As such the presentation will focus on unpacking the current real estate landscape and explaining the landscape post the enactment of the Property Professionals Bill.

What are the rights of sellers? Who will henceforth qualify as a property professional?

08:30 AM - 09:30 AMLiving a Brand By Andy Rice

This presentation will focus on emergent issues that contemporary brands must face.  Communities and markets are constantly evolving, and brands must revisit their strategies in order to keep apace of this fluid environment.   Andy will cover topics such as:

  • building a brand-led business
  • purpose-driven brand citizenship
  • customer and staff centricity
  • keeping the brand communications freshly consistent
  • the challenge of crisis management

and a sober view of the  opportunities for brands in the social and digital media space.

By the end of this presentation, you will have gained a new perspective about the discipline of branding, and you’ll have taken the first steps towards a strategy that will deliver unmatched competitive advantage.


10:00 AM - 10:30 AMRefreshments & Exhibition
12:30 PM - 01:30 PMLunch & Exhibition
02:30 PM - 03:00 PMRefreshments & Exhibition
  • Hall C
  • Hall A and B
  • Exhibition
09:30 AM - 10:00 AMManaging the Assessment, Meaningful Lifestyle Programmes and Holistic Integrated Social Care of Older Persons in Retirement Villages and Old Age homes By Liezle Hartman

The aim of this presentation is to investigate the various stumbling blocks and the possible solutions as currently being piloted at Retire@Midstream.  The tasks of the Manager of a facility that cares for the elderly is well known for its variety in skill demands that often supersedes the experience and expertise of most Retirement Village Managers.  Many Managers are appointed for their financial, marketing and corporate excellence whilst others may have excelled in the clinical field with the more human science approach. Seldom does one person have all the skills and knowledge that a position like this requires?   The list below is not at all exhaustive but is an indication of some of the challenges experienced by the manager:

  • The skill, personality and expertise of the manager
  • Acceptance of the process of aging by the older person and the family
  • Persons being equipped to conduct pre-assessment of the needs of the older person
  • Appropriate self-screening and standardized assessment tools
  • Uncooperative family members and resistance to the process from other sources
  • Making of fundamentally correct judgments and recommendations of the assessment facts.
  • Restrictions imposed by Legislation, Memorandum of Incorporation, house rules etc.

   The presenter will discuss possible ways of addressing the challenges as follows:

  • Capacity building of the Manager.
  • General anti-stigma and Psyche-education programs regarding the cycle of life
  • Appointment of correct skills mix at your facility and building the capacity of current staff members.
  • Utilization of appropriate screening and assessment tools.
  • Utilization of family meetings, care plans and care pathways to make the family members and older person part of the team.
  • Psycho-education and feedback on assessment outcomes and the usefulness of care packages in maintaining an independent and meaningful living.
  • Research, audit and publication of assessment and screening outcomes with their associated recommendations and care packages.
10:00 AM - 10:30 AMIntergenerational Care Concept By Louise Nix

 Today young and old are increasingly cared for in isolated age groups. Many children rarely mix with the elderly or less able. Equally, many older people can feel lonely and disconnected from society. There is an increasing move worldwide to house pre-schools within grounds of retirement facilities to enable regular, structured, intergenerational interactions to take place.

 Children benefit from engaging with older adults who have a lifetime of skills & experience to pass down and who also have time and patience to be truly in the moment. Equally important, studies have shown improvements in physical fitness and mental health of the elderly involved, an improved sense of self-worth and purpose and reduced feelings of isolation and depression. 

 In January 2018, CPOA partnered with Twinkles playschool to embark on a pilot project for the intergenerational care concept. This was the first playschool in South Africa to offer intergenerational activities as part of the children’s weekly routine as well as allow for positive interaction with the elderly.

 This presentation will show you the valuable lessons that have been learnt, the wonderful outcomes as well as the important aspects that need to be evaluated and considered.

11:00 AM - 12:00 AMHow to Keep your Staff Motivated? By Dr Oosthuizen

In this explosive presentation, Dr Oosthuizen will open a window into the minds of your team and give you some practical tools as to how to get the best out of them.  In 2007, Dr Cobus Oosthuizen, so convinced that his team’s research in sustainable transformation through Neuro-Mentoring will lead people to reach their potential, wanted to put it to the test in the most difficult environment thinkable in order to unequivocally say that this is not just a theory, but reality.

“I decided to target gangsters,” he said, “for if we can see real lasting growth in a low-performance person that has given up on life, and has very little motivation to achieve any goals, just think what impact it will have on our economy if we can teach this to managers, supervisors, team leaders and company owners!”

 In 2008, he embarked on a journey with three active gangsters, and within a very short time, these gangsters became integrated back into society as working employees, loving husbands and one even became a senior manager of his company!

 Dr Oosthuizen is a neuroscientist who undertakes research and development to assist companies to maximize their team.  Research shows that incentivising staff monetarily doesn’t always work.  So what does?  Dr Oosthuizen’s insightful and incredibly interesting presentation shows how you can influence your staff to get the most out of them.

12:00 PM - 12:30 PMHow to Develop an Effective Sex Education Programme By Dr Anthony Smith

Dr Anthony Smith, a member of the South African Sexual Health Association will be sharing his on the ground knowledge of sexual health in elderly people. The incidence of HIV and sexually transmitted disease is increasing in the age group of those greater than age 50. Knowledge about HIV transmission and methods of prevention and risk reduction in this demographic is increasingly important, especially in an environment of rapid social and technological change.

01:30 PM - 02:00 PMPerspectives on Substance Abuse in Aging By Sorika de Swardt

Sorika de Swardt will explore not only the reasons behind the escalation in addiction amongst older persons, but also the difficulties they find in accessing treatment and when they do access treatment, they find it not age-appropriate or specific rendering it ineffective. The management of two different case studies and their outcomes will be used to explore practical ways forward to assist in addressing this issue.

02:00 PM - 02:30 PMMeasuring and Benchmarking Quality Standards in Frail Care By Jacqui Stewart

The CEO of Council for Health Service Accreditation of Southern Africa (COHSASA) will share their insights on how to develop standards for frail care services and methods of implementing standards.  She will also discuss approaches to quality improvement to ensure that the improvement is sustainable.  Benchmarking and the benefit of accreditation will also be discussed.

03:00 PM - 03:30 PMHealthy Eating Affects Physical, Mental and Social Health By Marnel Coetzee

Marnel will share the affects of food on the physical being of the elderly person. She will discuss how nutrition plays such an important role in the wellbeing of an elderly person and the importance of hydration, and the impact of medication to the appetite and taste buds. She will also explore the texture, colour, taste, soft diets and finger foods in relation to dementia residents. To reduce loneliness retirement villages can strive to make meal times a more social event and Marnel will touch on aspects to enhance it such as ambiance, the layout and choice of a menu a la’Carte.

03:30 PM - 04:00 PMUnderstanding What it Means to be a Manager By Prof Craig Househam

Professor Househam will draw practical lessons from episodes in his career as Head of Department for Western Cape Dept of Health when faced with budgetary crises, service delivery challenges and political change. He will also outline the challenges he faced as a senior health service manager both in his personal and professional life during this time once gain drawing lessons for the participants from these experiences.

12:00 AM - 12:30 PMFind out how to develop an effective sex education programme By Dr Anthony Smith

Dr Anthony Smith, a member of the South African Sexual Health Association will be sharing his on the ground knowledge of sexual health in elderly people.  Knowledge about HIV transmission and prevention accompanied by appropriate reduction in behavioral risk practices are important in combating and reversing the spread of HIV .   The average prevalence of HIV in the elderly population aged 50 years and older is 7.1%.

08:30 AM - 09:30 AMLiving a Brand By Andy Rice

This presentation will focus on emergent issues that contemporary brands must face.  Communities and markets are constantly evolving, and brands must revisit their strategies in order to keep apace of this fluid environment.   Andy will cover topics such as:

  • building a brand-led business
  • purpose-driven brand citizenship
  • customer and staff centricity
  • keeping the brand communications freshly consistent
  • the challenge of crisis management

and a sober view of the opportunities for brands in the social and digital media space.

By the end of this presentation, you will have gained a new perspective about the discipline of branding, and you’ll have taken the first steps towards a strategy that will deliver unmatched competitive advantage.

10:30 AM - 11:00 AMRefreshments & Exhibition
12:30 PM - 01:30 PMLunch & Exhibition
02:00 PM - 02:30 PMRefreshments & Exhibition
  • Room 8
  • Exhibition
09:30 AM - 10:00 AMWhat Makes for a Successful and Efficient HOA? By Jeff Gilmore

Estate managers are faced with many challenges across all types of residential communities. Apart from the normal challenges of security, technology, financial systems, communications, and landscaping, the last 5 years has seen an escalation of new legislation, legal cases where high court and Supreme Court judgments affecting all communities and owners in the communities have become more informed of their rights as a member of a Home Owners Association or Body Corporate.

 Jeff Gilmore, President of the HOA Association, will share the results of  recent studies conducted across all types of communities across the country that has produced results that all community managers need to be informed about and this session will cover the outcomes and possible solutions to these studies.

10:00 AM - 10:30 AMWhy Outsource HR? By Donald Houston-McMillan

Given our overbearing HR legislation coupled with an increasing litigious awareness from staff we have included the topic on outsourcing HR.   But why go the outsource route?  What are the factors to be considered?   

 This presentation will allow for 20 minutes of questions to maximize the knowledge transfer and interaction with the speaker.

11:00 AM - 11:45 AMHow to measure Frail Care Centres from a Non-healthcare Practioner Perspective? By Keith Bonsall

Frail care centres are very special entities within the context of service provision,  infrastructure and meeting the expectation of residents.   The comfort, security and quality of service to residents is critical to the nature of the business, particularly as it is largely a fixed income environment, all of which need to be appropriately balanced against the operating expenses, capital expenditure and cash flow.  The presentation will highlight areas where homeowner association members should focus, measurement tools and management processes that will deliver quality and cost-efficient services that meet, and hopefully exceed, expectations of residents and their families.

This presentation will provide you with checks and balances to ensure that your frail care isn’t a black hole bleeding the retirement village dry.

11:45 AM - 12:30 PMLevies and Levy Stabilization Funds By Vagn Nielsen

Have you ever heard of any residential community development having reserves in excess of R70m! A growing trend amongst many new free hold developments is to take the lead from established sectional title developments that commenced with building reserves before it became legislated. Vagn will discuss why and how developers should set up a levy stabilisation fund for the benefit and success of their developments.  While we see many excellent developments coming on stream, no provisions have been made in the rules to give such developments long-term sustainability. Lower levies will make any development more attractive to buyers. More and more buyers are asking to see the annual financial statements before signing on the dotted line and we are hearing the same question being asked over and over… what the position is with regards to charging special levies! These points and much more will be posed by Vagn and discussed.

01:30 PM - 02:30 PMA Synopsis of the Value of Strategy. Why is a Vision not a Cliché? By Anni Hoare

Anni, will discuss how to develop and establish primary goals for your retirement village.  How to define long and short-term goals to create sustainability, to maximize profitability and reach targets.  Emphasis on measuring performance. Establishing primary goals. Importance of building a comprehensive 1-page business plan. Establishing primary goals: Defining long and short-term goals to create sustainability, maximise profitability and reach targets.  Emphasis on measuring performance in not only major goals and achievements, but also day-to-day business that results in overall accountability.

02:00 PM - 03:00 PMExercise

Delegates will undertake a short exercise enabling clarification of the organisation vision and they will complete a 1-page business plan

10:30 AM - 11:00 AMRefreshments and Exhibition
Lunch and Exhibition
12:30 PM - 01:30 PMLunch and Exhibition