The Business Forum on Aging
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The What's Next? Boomer Business Summit is an Official Designated Event of the 2005 White House Conference on Aging (WHCoA)
Agenda at a Glance
Wednesday, March 9, 2005

7:00 am – 7:00 pm
Loews Philadelphia
Boomer or Bust? Wrap up
 
$10,000 BOOMER BUSINESS PLAN COMPETITION
Hear the top five finalists present highlights of their concepts. Each will make a 15-minute presentation on Thursday afternoon, and the $10,000 Grand Prize will be announced. This is the first and only competition in the U.S. tailored to innovation in the 50+ market. Discover the most creative new concepts emerging from those companies and entrepreneurs serving this dynamic, growing market.
 
NETWORKING RECEPTION
 
Thursday, March 10, 2005

8:00 am – 7:00 pm, Loews Philadelphia Hotel
Reception and Announcement of Winner of $10,000 Business Plan Competition
7:00 am - 8:00 am
8:00 am - 9:30 am
11:30 am - 12:00 noon
9:30 am - 10:00 am
10:00 am - 11:00 am
12:00 noon - 1:30 pm
1:30 pm - 2:30 pm
2:30 pm - 2:45 pm
2:45 pm - 3:45 pm
3:45 pm - 4:15 pm
4:15 pm - 5:15 pm
5:25 pm - 6:00 pm
8:00 am - 10:00 am
10:30 am - 12:00 noon
Option #1
12:00 noon - 1:30 pm
1:45 pm - 2:45 pm
6:00 pm - 7:00 pm
Download:   Summit Highlights PDF
Registration, Continental Breakfast
What’s Next? Boomer Business Summit Bookstore
and Sponsor Showcase Open
Welcome Remarks and Keynote Presentations
 
An Introduction to the American Society on Aging and the BFA
Gloria Cavanaugh, President, American Society on Aging (ASA)
2005 Trends in the Boomer Market
Mary Furlong, Ed.D, CEO, Mary Furlong & Associates and Founder, ThirdAge and SeniorNet
Boomer or Bust?
Attendees will be able to view commercials targeting Boomers
Matt Thornhill, Founder & President, The Boomer Project
Keynote: A GLOBAL LOOK AT BOOMER DEMOGRAPHICS
Moderator: Mary Furlong, Ed.D., CEO, Mary Furlong & Associates, Founder, ThirdAge and SeniorNet
 
Joseph Chamie, former Director, United Nations Population Division, Department of Economic and Social Affairs - currently heads of Population Associates, Inc.
...A Woman's Perspective
Myrna Blyth, editor and author, former Editor-in-Chief of Ladies Home Journal and founding Editor-in-Chief of MORE Magazine and author, Spin Sisters
 
...A BusinessPerspective
Gordon Gurnik, EVP, Global Market Travel Development, RCI
Refreshment Break
What’s Next? Summit Bookstore and Sponsor Showcase Open
 
Latest Research on the Boomer Market
Moderator: Abigail Trafford, author of My Time: Making the Most of the Bonus Decades after Fifty and columnist, The Washington Post
Baby Boomers Online
David Schatsky, SVP, JupiterResearch, Jupitermedia Corporation

New Consumer Research: Boomer Trends & Insights into Healthy Aging
Steve French, Managing Partner, Natural Marketing Institute (NMI)
 
Desperate Boomers? Conquering Change in a Challenging Lifestage
Randy Ferguson, Senior Consumer Analyst, Iconoculture, Inc.
 
INSPIRATIONAL SESSION
Dayle Haddon, 50+ Model, author, The Five Principles of Ageless Living: A Woman's Guide to Lifelong Health, Beauty and Well-Being
AUTHOR'S LUNCHEON
Sponsored by the ASA's Business Forum on Aging
Moderator: Sandra Timmermann, Ed.D., Director, MetLife Mature Market Institute and Chair, Business Forum on Aging
 
Join the Author of Your Choice
 
*  Myrna Blyth, former editor of More Magazine, Spin Sisters
 
*  Susan B. Brecht, President, Brecht Associates, Inc., Analyzing Seniors' Housing Markets

*  Jed Diamond, Director, MenAlive!, The Irritable Male Syndrome
 
*  Mary Furlong, Ed.D, CEO, Mary Furlong & Associates, Founder, ThirdAge and SeniorNet, Silver and Gold: Entrepreneurship and the 40+ Market
 
Brent Green, President, Brent Green & Associates,  Marketing to Leading-edge Baby Boomers: Perceptions, Principles, Practices, Predictions 
 
*  Dayle Haddon, 50+ Model, author, The Five Principles of Ageless Living: A Woman's Guide to Lifelong Health, Beauty and Well-Being  

* Suzanne Levine, Inventing the Rest of Our Lives: Women in Second Adulthood
 
* John Migliaccio, President, American Institute of Financial Gerontology, 77 Truths About Marketing to the 50+ Consumer
 
* Hiroyuki (Hiro) Murata, President, Murata Associates, Inc., Author of The Business of Aging: 10 Successful Strategies for a Diverse Market
 
*  John R. Patrick, President, Attitude LLC, Net Attitude
 
* Jeri Sedlar, Don't Retire, REWIRE!
 
* Abigail Trafford, The Washington Post Health Section, My Time
BREAKOUTS
 
#1  Health, Drugs and Fitness: Trends and Surprising Opportunities
Learn from top direct marketing experts how to successfully target and effectively reach the Boomer healthcare segment.
Moderator: Helen Dennis, Specialist on Aging, Employment & Retirement, Andrus Gerontology Center, University of Southern California
Panelists:
Anne Devereux, EVP, Managing Director, BBDO Health
Bob Nelson, Regional Sales Manager, Tyco Healthcare
Steve French, Managing Partner, Natural Marketing Institute
 
#2  What Does AARP Look for in Partners? Steps to Become One
AARP touches and services 36 million older consumers. Presented by companies that are AARP- preferred vendors, this panel will reveal insights on how to pitch ideas to AARP.
Moderator: Laura Rossman, VP, Lifestage Products & Integrated Marketing, AARP Services, Inc.
Panelists:
Philip Charles-Pierre, Senior Director, Travelocity Partner Network
Lowell G. Daun, DDS, VP, Delta Dental Insurance Company 
 
#3  What Men Want at Mid-Life
Men go through menopause too! Discover aspects of the male psyche at midlife through the latest research and consumer insights by these expert panelists.
Moderator: Michael Sarfatti, Managing Director, SmartSilvers Alliance
Panelists:
Brent Green, President, Brent Green & Associates,  Marketing to Leading-edge Baby Boomers: Perceptions, Principles, Practices, Predictions 
Jed Diamond, Director, MenAlive!, The Irritable Male Syndrome
 
#4  Technology and Aging: Exciting New Developments that Enhance the Quality of Life
The technology panel will discuss the untapped potential of technology in assisting the Boomer demographic to copy with the aging process - creating smart, aware and intuitive devices and systems could be the key to maintaining quality of life, mobility and independent living.
Moderator: Susan Ayers Walker, Chair, MIT/Stanford Venture Lab
Panelists:
John R. Patrick, President, Attitude, LLC
Russell Bodoff, Executive Director, American Association of Homes & Services for the Aging (AAHSA)
Javier Piraneque, Product Manager, Homebeat Products, Eaton Corporation
 
Refreshment Break
What’s Next? Boomer Business Summit Bookstore and Sponsor Showcase Open
Breakouts
 
#5  The Growing Business of Eldercare: Marketing to Seniors and Caregivers
There are 44.4 million American caregivers and that number is rising. A typical caregiver is a 46 year-old woman. Caregiving will be a top issue for the next 20 years. Learn how to develop products and services to fill this growing need. Discover how to reach caregivers and how these panelists have successfully done just that.
Moderator: Diane Piktialis, Ph.D., Work-Life Product Director, Ceridian
Panelists:
Deb Citrin, Vice President, Marketing, Lifeline Systems, Inc.
James B. Weil, Managing Director, Successful Aging, LifeCare, Inc.
 
#6  Tapping the Luxury Markets: Passion, Play and Travel
Households headed by someone 40 or over hold 91% of America's net worth (Kenneth Gilpin, The New York Times). And Boomers have annual spending power of more than $2 trillion. The panel unveils promising opportunities in travel, housing, gifts and entertainment.
Moderator: Linda Jenkinson, CEO and Founder, LesConcierges, Inc.
Panelists:
Gordon Gurnik, EVP, Global Market Travel Development, RCI
 
#7  What Women Want at Midlife
This talented panel explains in-depth the hearts, minds and souls of women in midlife. There are surprising business opportunities for those serving women in the "30-year bonus round" of their lives.
Moderator: Myrna Blyth, former editor of MORE Magazine and author, Spin Sisters
Panelists:
Jeri Sedler, Don't Retire, REWIRE!
Suzanne Levine, Inventing the Rest of Our Lives: Women in Second Adulthood
Abigail Trafford, The Washington Post Health Section, My Time
Dayle Haddon, 50+ Model, author, The Five Principles of Ageless Living: A Woman's Guide to Lifelong Health, Beauty and Well-Being  
 
#8  Financial Services: Market Opportunities in Wealth and Risk Management
Co-presenters:
Sandra Timmermann, Ed.D., Director, MetLife Mature Market Institute
John Migliaccio, President, American Institute of Financial Gerontology, 77 Truths About Marketing to the 50+ Consumer
MEDIA TRENDS
Boomers consume vast amounts of media - TV, print and online. The media panelists will address the patterns and trends that affect media consumption choices - what TV shows they will watch, what printed materials they will read, what blogs they will create.
Moderator: Betsy Morgan, Vice President, Business Development, Viacom/CBS
Panelists:
Jeff Javis, President and Creative Director, Advance.net and Buzzmachine.com
Glenn Ruffenach, Editor, Encore, Wall Street Journal
Randall Stickrod, Editor-in-Chief, Boom Magazine
ASA Opening Session sponsored by AARP
What’s Next? attendees are invited to attend this dynamic session held at the Marriott.
TRACK ONE: MARKETING TO BOOMERS
 
How to Reach the Boomer with Direct Marketing
Brent Green, President, Brent Green & Associates, Inc.
 
How to Make Search, Portal Placement and Blogging Work for You
Joe Cannella, Client Rep, Google Premium Advertising
Mary Furlong, Ed.D., CEO, Mary Furlong & Associates, Founder ThirdAge and SeniorNet
Michael Sarfatti, Co-founder and Managing Director, SmartSilvers Alliance
 
TRACK TWO: ENTREPRENEURSHIP 101
A series of discussions with entrepreneurs who have created businesses serving the 50+ market. 
Moderator:
Jan Sola, Ph.D., Associate Director, Executive Development Center, Leavey School of Business, Santa Clara University
 
How to Write a Business Plan that Gets Funding
Franne McNeil, Significant Business Results Coach, HR Energy
 
How to Pitch a Venture Capitalist
Jeff Zimman, CEO, Posit Science Corporation
Jamie Sharples, Founder and President, Level Travel
Natasha Ashton, Fonder and VP, Marketing, PetPlan-USA
Barbara Kleger, President, Senior Living Consultants, a division of KD Partners, LLC
 
TOWN HALL: PERSPECTIVES ON MARKETING TO BOOMERS
Summit attendees are encouraged to participate in this informal, interactive forum hosted by BFA members.
Sandra Timmermann, Ed.D., Director, MetLife Mature Market Institute
Vicki Thomas, President, Thomas & Partners Co., Inc.
Brent Green, President, Brent Green & Associates
AN INVESTOR'S PERSPECTIVE: HOW TO CAPITALIZE NEW BUSINESSES THAT TAP THE 50+ MARKET
Moderator: Mary Furlong, Ed.D., CEO, Mary Furlong & Associates, Founder, ThirdAge and SeniorNet
Panelists:
Frank Batten, Jr., Chairman & CEO, Landmark Communications, Inc. (owners of The Weather Channel, Auto Trader and the Las Vegas CBS affiliate
John (Launny) Steffens, Founder & CEO, Spring Mountain Capital. Former Vice Chairman, Merrill Lynch
David Yarnell, General Partner, Brand Equity Ventures (BEV)
Ilya Oshman, Vice President, General Manager, Pfizer Strategic Investments Group
Jon Staenberg, Partner, Rustic Canyon Partners
$10,000 BOOMER BUSINESS PLAN COMPETITION
The top five semi-finalists will give 15 minute presentations of their plans, followed by Q&A by the judges. The esteemed panels of judges include:
Frank Batten, Jr., Chairman and CEO, Landmark Communications
John (Launny) Steffens, Founder and CEO, Spring Mountain Capital, Former Vice Chairman of Merrill Lynch
Laura Rossman, VP, Lifestage Products and Integrated Marketing, AARP Sevices, Inc.
David Yarnell, Managing General Partner, Brand Equity Ventures
Ilya Oshman, VP, General Manager, Pfizer Strategic Investments Group
Jon Staenberg, Partner, Rustic Canyon Partners
Refreshment Break
6:00 pm - 7:00 pm
Breakouts
Pick up a box lunch and join one of these interactive sessions
(Box lunches will be available for purchase
Option #2
Reaching the Global Midlife Marketplace, Global Perspectives
Hiroyuki (Hiro) Murata, President, Murata Associates, Inc., The Business of Aging: 10 Successful Strategies for a Diverse Market
Linda Jenkinson, CEO and Founder, LesConcierges, Inc.
Option #3
Boomer Travel and Its Niche Markets
Travel and tourism is now the world's biggest industry worth over $500 billion. The well-educated, globally-mobile boomers are seeking new experiences, frontiers to explore and travel learning in-depth. This session will highlight the value of niche markets in travel and take you on a journey of discover of the boomer travel business.
Moderator: Ann Harwood, MBA, President, Adventures of the Spirit
Panelists:
Destination Travel: Marissa Lopez, Director, Northeast US, Mexico Tourism Board
Accessible Travel: James Sharples, President, Level Travel
Reaching the Gay Boomer Traveler: David Jeffreys, President Altus Group
2:45 pm - 3:00 pm
Refreshment Break
3:00 pm - 6:00 pm
6:00 pm - 6:30 pm
Introduction to the 2005 White House Conference on Aging (WHCoA)
The Honorable Dorcas R. Hardy, Chairman, White House Conference on Aging Policy Committee Presentation