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From Uncertainty to Readiness: Crafting a Proactive Capital Needs Forecast

Webinar

Hosted by:

First American Equipment Finance

Tuesday, April 22, 2025

2:00 PM – 3:00 PM EST

Webinar Details:

With expansions, affiliations, and acquisitions driving growth in the senior living sector, financial planning is more critical than ever. However, organizations often overlook the capital expenditures needed to maintain and enhance existing facilities. This session will provide a structured approach to evaluating, prioritizing, and planning for capital replacements—helping organizations navigate tight budgets and rising construction costs.

Attendees will gain insights into the benefits of conducting a Capital Replacement Analysis (CRA) and how integrating these findings into long-term strategic growth plans can drive financial sustainability. The session will also explore tax-exempt financing considerations and strategies for aligning capital investments with broader growth initiatives.

Attendees will learn how to:

  • Assess and prioritize capital needs using a Capital Replacement Analysis (CRA)
  • Recognize the risks of a reactive approach and the advantages of proactive planning
  • Develop a structured rubric for prioritizing capital replacements
  • Apply best practices for capital forecasting with reliable, data-driven insights

Hosted by:

First American Equipment Finance

Tuesday, April 22, 2025

2:00 PM – 3:00 PM EST

Webinar Details:

With expansions, affiliations, and acquisitions driving growth in the senior living sector, financial planning is more critical than ever. However, organizations often overlook the capital expenditures needed to maintain and enhance existing facilities. This session will provide a structured approach to evaluating, prioritizing, and planning for capital replacements—helping organizations navigate tight budgets and rising construction costs.

Attendees will gain insights into the benefits of conducting a Capital Replacement Analysis (CRA) and how integrating these findings into long-term strategic growth plans can drive financial sustainability. The session will also explore tax-exempt financing considerations and strategies for aligning capital investments with broader growth initiatives.

Attendees will learn how to:

  •  Assess and prioritize capital needs using a Capital Replacement Analysis (CRA)
  • Recognize the risks of a reactive approach and the advantages of proactive planning
  • Develop a structured rubric for prioritizing capital replacements
  • Apply best practices for capital forecasting with reliable, data-driven insights

Featured Speaker

Rob Milam featured speaker

Rob Milam, CEO, zumBrunnen

Rob has over 25 years of diverse experience in the construction industry. He has worked in multiple market sectors and in all phases of construction management. During his career, Rob has worked on a broad range of facilities including senior living, residential, multi-family, industrial, office and healthcare.

After earning his degree in Building Construction from Auburn University, Rob worked for Batson Cook Construction and Choate Construction. Later, he established his own residential construction business, which he successfully managed for over 10 years, before joining the zumBrunnen team in 2007. Since that time, he has gained extensive experience and become an expert in property condition assessments, reserve studies, construction consulting and other specialized building-related services. As CEO of the firm, Rob oversees operations and business management, as well as marketing and business development. He also manages his own projects, working directly with clients in the field, and providing guidance and insights to the rest of the project management team.

Founded in 1989, zumBrunnen, Inc. is a full-service national construction consulting company. zumBrunnen provides objective third-party construction monitoring and reporting services for a broad range of clients. Additonally, zumBrunnen offers comprehensive facility assessments and capital budget studies for senior living facilities, private schools, churches, and other clients throughout the United States and in international markets.