Tag Archives: senior living

Now hiring: Corporate Controller

April 16, 2019

The LifeSpire of Virginia home office is currently recruiting for a full-time Corporate Controller to help lead the home office accounting team. This important financial management position reports to the Chief Financial Officer, and is responsible for all aspects of accounting information, production, compliance, and management pertaining to LifeSpire and its affiliates.  In addition, this position monitors and manages the companies’ cash position and our non-profit Foundation’s business affairs and is a valued accounting and financial consultant and resource to LifeSpire’s senior leadership and communities.  In performing these responsibilities, this position leads and manages an accounting team of seven FTEs.


  • Accounting degree required; CPA preferred.
  • Must have at least 7 years’ relevant experience, including as controller or with accounting management experience, preferably in a decentralized operating environment.
  • Experience in healthcare, senior living, and/or not-for-profit is preferred
  • Must have proficiency in Microsoft Office and at least one accounting software application.
  • Excellent interpersonal and professional oral/written communication skills are required. Project management experience is a plus.
  • Must be a team-oriented and self-motivated leader.  Management experience preferred.
  • Must have demonstrated ability to apply sound accounting and business principles and organize and manage multiple deliverables, deadlines and priorities in a fluid environment.


  • Effectively and efficiently manage the following centralized major functional areas:
  • General Ledger & Financial Reporting
  • Bank reconciliations & cash monitoring/management
  • Accounts Payable
  • Accounts Receivable & Third Party Billing
  • Fixed Assets
  • Payroll
  • Tax and Third Party Reporting
  • Produce i) monthly income statements and balance sheets for all affiliated not-for-profit corporations, ii) quarterly and annual consolidated GAAP Income Statement, Balance Sheet, Statement of Changes in Cash Position, and annual footnote disclosures.
  • Establish and maintain effective working and advisory relationships with community Executive Directors, department heads and administrative staff, consistent with providing efficient and mutually effective support.
  • Establish and manage internal controls within LifeSpire.  Produce, implement and maintain accounting-related policies and procedures, consistent with GAAP, GAAS, governance directives, and good stewardship, to support safeguarding of assets, accurate/timely financial reporting, and regulatory compliance.
  • Manage & coordinate i) LifeSpire’s annual independent audit and production of audited financial statements, and ii) other/regulatory external audits, as necessary.
  • Maintain not-for-profit and Foundation accounting and reporting, including donor accounting and management of restricted & unrestricted donations.
  • Assist in the preparation of annual discloser statements and quarterly EMMA filings.
  • Manage the relationship with LifeSpire’s actuarial consultants, and the calculation/recording of Future Service Obligations; including the use of actuarial software (LifeCalc) & the accounting for and amortization of deferred entrance fees.
  • Maintain all companies’ charts of accounts (utilizing Matrix Care integrated software) and their interface with our reports library (utilizing F9 report writer).
  • Mange the accounting and reporting pertaining to LifeSpire’s diverse investment portfolio, including alternative investments.
  • Manage retirement plan accounting and compliance, including annual non-discrimination testing.
  • Ensure appropriate accounting for various types of existing and potential CCRC contract arrangements.
  • Manage and coordinate multiple bank accounts and processes, including electronic transfers; maintain bank accounts/relationships as needed.
  • Review and approve invoices prior to release of A/P disbursements.
  • Assist in the review and preparation of the annual 990 tax returns.
  • Manage LifeSpire’s record retention policy and process.
  • Develop, maintain and manage accounting-related policies and procedures pertaining to areas of responsibility.

This job offers a competitive salary and an excellent benefits package. The full-time benefits package includes options for health, dental, and life insurance, retirement plan, and generous paid time off.  EOE.

Qualified applicants may apply by sending a resume to: jobs@lifespireliving.org

Markwith named Chief Financial Officer

By Ann Lovell

RICHMOND, Virginia—LifeSpire of Virginia, which manages four continuing care retirement communities throughout Virginia and Lakewood at Home, a membership-based program for seniors in Richmond, is pleased to announce that Chris Markwith has been selected as the organization’s Chief Financial Officer. In this role, Markwith will be responsible for directing overall financial operations for LifeSpire, its communities, foundation offices and Lakewood at Home. For the past year, Markwith served as the organization’s controller. His expected transition date to the CFO role is June 1, 2019.

Markwith succeeds Joe Kelley who will retire in October 2019 after more than 10 years of service with LifeSpire, spanning a career of more than 40 years.

“Our search for a CFO brought in candidates from all over the country,” said Jonathan Cook, LifeSpire’s President and CEO. “Chris came to us a little over a year ago with prior experience as a CFO but little experience in senior living. Over the past year, Chris has proven that he has the skills, abilities and commitment to our mission that will continue to move the organization forward. I am confident he will be a great asset to our organization in this new role.”

Markwith has more than 25 years’ experience in progressive leadership roles in auditing, finance and operations for a number of organizations including the Commonwealth of Virginia, Signet Banking Corporation (now Wells Fargo), MCV Physicians, ChildFund International, Patient Services, Inc., and Health Savings Adminstrators, LLC.

Markwith, a certified public accountant, is a graduate of the University of Mary Washington, with a bachelor’s degree in business administration. He also earned a master’s degree in business administration from Virginia Commonwealth University.  He and his wife, Ann, have two children, Kayla and Wyatt. The family resides in Powhatan.


Ann Lovell is Corporate Director of Communications for LifeSpire of Virginia, formerly Virginia Baptist Homes. For more information, email alovell@lifespireliving.org or call (804) 521-9192.

LifeSpire of Virginia operates four continuing care retirement communities in Virginia: The Chesapeake in Newport News, The Culpeper in Culpeper, The Glebe in Daleville and Lakewood in Richmond along with Lakewood at Home, a home-based membership program for seniors in Richmond.


Leonard named Director of Development

RICHMOND, Virginia — LifeSpire of Virginia is pleased to announce that Jodi Leonard has been named Director of Development for the VBH Foundation, LifeSpire’s benevolent arm, effective, January 1, 2019. In her new role, Leonard will lead the annual planning, relationship building, and fundraising administration, which includes the annual golf tournament.

Leonard joined the VBH Foundation in November 2015 as Annual Fund Manager where she quickly became a trusted member of the team, said Patricia Morris, Vice President of the VBH Foundation.  Residents and community staff welcomed her and have consistently praised both her genuine personality and her effectiveness.

“Jodi is creative, fearless, sensible, and compassionate in her approach to fundraising, and she loves working with seniors,” Morris said.

Prior to joining LifeSpire, Leonard served nonprofit fundraising as director of development for Safe Harbor in Henrico, Virginia; as database and special events coordinator for Mercy Medical Center in Rockville Centre, New York; and as database systems coordinator at Long Island Jewish Medical Center in New Hyde Park, New York. She has a degree in Business Administration and a certification in fundraising from University of Richmond’s Institute on Philanthropy. She also completed a Leadership Intensive Training for New and Emerging Directors from the Virginia Sexual and Domestic Violence Action Alliance. Leonard currently serves on the finance and gala committees for Action Alliance.


For more information, contact Ann Lovell, Corporate Director of Communications, at (804) 521-9192 or alovell@lifespireliving.org.

LifeSpire of Virginia manages four continuing care retirement communities across Virginia, including The Culpeper in Culpeper, The Glebe in Daleville, The Chesapeake in Newport News, and Lakewood in Richmond. The VBH Foundation is LifeSpire’s benevolent arm, which raises funds to help LifeSpire seniors stay in their homes when they outlive their financial resources.  

Now Recruiting: Chief Financial Officer

LifeSpire of Virginia is seeking a Chief Financial Officer (CFO) to lead and manage the financial matters of the organization. The CFO also manages the information technologies team of the organization. The CFO directly supervises the Information Technology Director and the Controller. The CFO also works closely with the Board of Trustees in matters of investment, audit, finance, and strategic planning.

LifeSpire of Virginia is a not-for-profit (NFP) organization located in Richmond, Virginia. It is the parent company of four NFP continuing care retirement communities within the state of Virginia.  Our communities are The Culpeper, The Chesapeake, The Glebe, and Lakewood.

Key qualifications and personal characteristics for this position include:


  • Bachelor’s degree in Accounting, Finance, or Business Administration. Master’s in Accounting or MBA and CPA preferred
  • Superior communicator
  • 10+ years Healthcare accounting/finance experience with knowledge of major reimbursement programs
  • 10+ years of progressively responsible management experience, preferably in a service based not-for-profit organization
  • Proven experience within a CCRC or senior living environment
  • Proven leadership ability managing a diverse employee work group
  • Ability to delegate and operate strategically


The ideal candidate will be a competent, compassionate, and committed professional who is willing to enter into a long-term commitment of service to the organization and to do so within a team-oriented, collaborative, servant-leadership environment. The candidate will be a person of high integrity and ethical standards and have a personal reputation that would reflect well on the organization. Of equal importance will be a high standard of care and concern for current and future residents. The candidate will evidence a commitment to establishing community collaborations. As a relationship-oriented person, the CFO will be an excellent communicator and will maintain a visible presence among staff, residents, and clients.

This job offers a competitive base salary with a bonus incentive structure, as well as an excellent benefits package. The full-time benefits package includes options for health, dental, and life insurance, retirement plan, generous paid time off, and relocation assistance. EOE.

Qualified applicants may apply by emailing a resume to: Jonathan Cook, Chief Executive Officer, at jcook@lifespireliving.org and Leslie Caldwell, Executive Assistant, at lcaldwell@lifespireliving.org.

We are hiring: Human Resources Support Specialist

The LifeSpire of Virginia home office is currently recruiting for a full-time Support Specialist to support the Corporate Director of Human Resources with a variety of Human Resources functions at the corporate/home office.

Key qualifications and duties for this position are:


  • Bachelor’s degree in relevant field
  • Minimum 2 years professional experience in Human Resources, Payroll, or a related field
  • Experience using HRIS and Timekeeping software systems (ADP and Kronos, or similar programs)
  • Knowledge of basic Human Resources and Payroll regulations, law and processes
  • Ability to maintain positive working relationships and provide superior customer service to staff
  • Strong communication (both oral and written) and customer service skills
  • Strong computer skills (including proficiency with Microsoft Office programs)


  • Provide administrative support for all corporate HR functions, as assigned by the Corporate HR Director
  • Will be trained on all corporate payroll processes to serve as the payroll backup to support or cover all corporate payroll functions if necessary
  • Will assist Corporate Payroll Administrator as needed with some ongoing payroll tasks
  • Will be a proficient user of current HRIS and Timekeeping software systems to serve as the onsite specialist to train users, troubleshoot issues, and answer questions pertaining to those systems; provides ongoing support for database management to HR/Payroll
  • Provides analytical and technical support for coordination of benefit programs
  • Will be proficient with running and building reports within the HRIS and Timekeeping systems and sharing those reports with appropriate staff
  • Maintain high level of knowledge pertaining to all benefit plans so as to respond to benefit related questions from the communities
  • Serve as a liaison with various benefit carriers and actively work to resolve any issues with employee policies
  • Oversee administration of Cobra via 3rd party provider
  • Provide support to HR and Payroll to maintain compliance with regulations and required filings
  • Oversee data entry for Guidestone system and tracking of staff eligible for employer match
  • Provides administrative and technical support during annual Open Enrollment for all communities
  • Ensures that all benefit documents and summary plan descriptions are kept current and organized and distributed to staff appropriately and timely
  • Onboarding new home office staff and maintaining organization of home office personnel files
  • Position will provide ongoing customer service related to various HR and Payroll issues to management, home office staff, community HR staff, and HR and Payroll vendors
  • May require travel to community locations to provide support during annual open enrollment or help with community HR functions during a time of need
  • May be involved in home office training and new hire orientation programs
  • Will support HR in monitoring the tracking of employee hours for ACA requirements

This job offers a competitive salary and an excellent benefits package. The full-time benefits package includes options for health, dental, and life insurance, retirement plan, and generous paid time off.  EOE.

Qualified applicants may apply by sending a resume to: jobs@lifespireliving.org.


We’re Hiring: Executive Assistant to the President

LifeSpire of Virginia is currently recruiting for an Executive Assistant to support our CEO, COO, CFO and the Board of Trustees. This position maintains the calendars of the CEO, COO and CFO as well as assists with the planning and scheduling of meetings, conference calls and travel.  This position maintains all corporate documents, corporate vehicle information and Board correspondence and has frequent interaction with management (both corporate and community), staff and residents. The position also interacts with Board Members and various community organizations.  The position must demonstrate exemplary organizational skills, written communication skills and display sound professional judgment and discretion.  This position is entrusted with a variety of confidential information  

Key qualifications and duties for this position are:


  • Bachelor’s Degree in a related field preferred
  • Strong typing and computer skills
  • Proficient in Microsoft Office programs such as Word, Excel, Powerpoint, Outlook, etc.
  • Ability to maintain and strengthen positive working relationships with home office staff, community leadership, Board members, and outside vendors
  • 3+ years of Administrative work, preferably in supporting senior management.
  • Strong written and oral communication skills
  • Excellent attention to detail
  • Ability to use discretion in handling confidential information and work independently with limited supervision.
  • Ability to work effectively among changing and competing priorities.


  • Performs administrative tasks for the CEO, COO and CFO, including typing correspondence, updating monthly reports, preparing expense reports, and preparing Board notices.
  • Assists CEO in scheduling appointments, meetings, and conference calls. Also plans and organizes board meetings and makes whatever preparations are necessary.
  • Prepares the SCC report (annual disclosure documents) for LifeSpire/VBH and subsidiary corporations for required filings.
  • Revises resident contracts as directed for the communities and submits to SCC for approval.
  • Is trained as a back-up for preparing financial profile worksheets.
  • Responsible for managing all information for fleet of company vehicles. Includes: maintains calendar for reserving vehicles for home office drivers, notifying insurance agent of purchase/sale of vehicles; prepares DMV forms for title transfers and purchase/renewal of vehicle registrations, schedules state inspections and routine maintenance, and maintains current data (drivers licenses and driving records) of current approved drivers.
  • Maintains current list of Board of Trustees and revised bylaws.
  • Prepares memos for each of the residents in the communities with the value of their medical expense deduction as determined by the CFO.
  • Monitors inventory and orders all office supplies for the home office.
  • Coordinates office moves to include purchasing and moving of furniture.
  • Works with accounting staff to send out rate increase letters to all communities.
  • Publishes and distributes all intercompany communications to all home office staff.
  • Assists with the onboarding and training for all new home office staff
  • Files any and all EMMA filings on behalf of LifeSpire/VBH.
  • Maintains and is the key manager of Board Effect.
  • Maintains ongoing reporting for dashboards, strategic planning and other project reports.
  • Participates in senior management meetings to take notes and minutes for distribution.

This job offers a competitive salary and an excellent benefits package. The full-time benefits package includes options for health, dental, and life insurance, retirement plan, and generous paid time off.  EOE.

Qualified applicants may apply by e-mailing a resume to jobs@lifespireliving.org

We’re hiring: Corporate Director of Clinical Services

LifeSpire of Virginia is currently recruiting for a Corporate Director of Clinical Services. This person will be responsible for overseeing all clinical and health services at all four LifeSpire communities: Lakewood in Richmond, The Culpeper in Culpeper, The Chesapeake in Newport News, and The Glebe in Daleville.

This position will lead the implementation and training for all clinical programs and practices, ensure proper policies and practices are in place at all communities to meet state and federal regulatory compliance, and lead communication of best practices to promote consistent quality of services between clinical departments at all communities. Key qualifications and duties for this position are:


  • Licensed to practice as a Registered Nurse in Virginia.   BSN/MSN preferred
  • Minimum 5 years experience in a skilled nursing facility and minimum 2 years experience as a Director of Nursing or another leadership role
  • Experience with using and training staff on electronic medical records systems
  • Extensive knowledge of PPS, Medicare, and Medicaid systems and regulations
  • Thorough understanding of state survey process and all state/federal regulations across departments, and the corresponding clinical and financial impacts
  • Ability to develop and present reports, recommendations, and training programs to Executive Directors, Administrators, and Directors of Nursing at all locations
  • Ability to maintain and strengthen positive working relationships with leadership across communities
  • Previous experience with Answers On Demand (AOD) is preferred


  • Work with all communities to oversee implementation of policies and practices in clinical departments
  • Advise changes to policies and practices to ensure federal and state regulatory compliance
  • Assist with vendor contracts and communications to benefit clinical practices at all locations
  • Advise Executive Directors, Administrators, and DONs on budgets and planning for capital improvements related to clinical operations
  • Drive corporate projects and initiatives to improve clinical efficiency, quality, and compliance and promote consistency across communities
  • Oversee QA/QI and LTC Risk Management in clinical areas
  • Oversee audits and mock surveys to ensure proper survey preparedness in all locations
  • Promote a corporate-wide resident-centered care philosophy
  • Provide clinical leadership support onsite at locations as needed
  • Support communities with development and implementation of clinical training programs

This job offers a competitive salary and an excellent benefits package. The full-time benefits package includes options for health, dental, and life insurance, retirement plan, and generous paid time off.  EOE.

Qualified applicants may e-mail a resume to jobs@lifespireliving.org.

We’re Hiring: Lakewood at Home

Lakewood, a luxury retirement community in Richmond’s west end, is very excited to launch our new business line of continuing care services in the home called Lakewood at Home! Lakewood and LifeSpire of Virginia (Lakewood’s parent organization) are seeking three key positions to run this new program.

LifeSpire is committed to being the employer of choice in our market.  We deliver excellent service, and we do so with enthusiasm!  Our team supports one another, and we have fun at work.  We have recently expanded our benefits to include tuition reimbursement and team member scholarships, and we have increased our retirement match for the past two years.

Lakewood at Home: Executive Director

The Executive Director will have the opportunity to build this new business line from the ground up! The Lakewood at Home program will include long-term care programs, transportation, care coordination and other ancillary services. We will provide these services with the same dedication, quality and hospitality that have made Lakewood a premier senior living residence and employer of choice for 40 years. The selected candidate will be responsible for building a team of professionals that will complement our current campus in Richmond.

The ideal candidate will have a demonstrated background in the health care field, with some experience with seniors preferred. Most importantly, our not-for-profit is looking for someone who has the ability to bring compassion and innovation to a well-run business environment. A bachelor’s degree in a related field is preferred.

Lakewood at Home: Sales Counselor

The Sales Coordinator will be responsible for marketing and selling memberships for Lakewood at Home. The Lakewood at Home program will include long-term care programs, transportation, care coordination and other ancillary services. We will provide these services with the same dedication, quality and hospitality that have made Lakewood a premier life plan community and employer of choice throughout its 40 year history.

The ideal candidate will have a demonstrated sales background with the ability to achieve sales goals. While not required, experience working with senior clients or a CCRC is preferred.

Lakewood at Home: Care Coordinator

The Care Coordinator will be responsible for ensuring that the delivery of care, programs and services to Lakewood at Home members are provided with the same outstanding quality the residents of our Lakewood campus receive.

The selected candidate will be responsible for all care coordination for this membership program.  The ideal candidate will be a social worker or licensed nurse and will preferably have experience working with seniors.


Qualified applicants may apply for these positions by e-mailing a resume to: jobs@lifespireliving.org.

*To request more information on the program and/or position, you may also email a request to jobs@lifespireliving.org.

LifeSpire elects new trustee


By Ann Lovell

Richmond, Virginia—LifeSpire of Virginia is pleased to announce the election of Sara Marchello to LifeSpire’s board of trustees. Marchello was elected at the trustee’s quarterly meeting March 6 in Richmond.

Marchello, who lives in Hampton, is associate provost and university registrar with The College of William and Mary in Williamsburg.

“We are pleased to welcome Ms. Marchello to the board of LifeSpire,” said Jonathan Cook, LifeSpire president and CEO. “Her specialized background uniquely equips her to guide our organization into a vibrant future where resident choice is paramount.”

Marchello holds a bachelor’s degree from Knox College and a master of science in teaching from the University of Chicago. She is a member of a number of professional associations and non-profit boards in the Hampton area. Marchello is married to Tom Morehouse and is the proud parent of Hampton native Libby Towell, who lives and works in Washington, DC.


Ann Lovell is Corporate Director of Communications for LifeSpire of Virginia, formerly Virginia Baptist Homes. For more information, email alovell@lifespireliving.org or call (804) 521-9192.

LifeSpire of Virginia operates four continuing care retirement communities in Virginia: The Chesapeake in Newport News, The Culpeper in Culpeper, The Glebe in Daleville and Lakewood in Richmond.

Differences Between For-Profit and Not-For Profit CCRCs


By Brad Breeding

“What is the difference between a not-for-profit community and a for-profit community?” This is a popular question among prospective residents of continuing care retirement communities (CCRCs), also referred to as Life Plan Communities.

Many not-for-profit CCRCs are single site organizations, although some are part of a larger group. The distinguishing feature of a not-for-profit CCRC, as with other not-for-profit organizations, is that all of the money earned or donated goes towards pursuing the organization’s objectives, instead of to the owners. Not-for-profit CCRCs are typically structured as 501(c)(3) organizations, which, by definition, requires that they operate  for charitable purposes. Providing lifetime housing and health care services, even if a resident’s personal finances are depleted, is often core to that charitable purpose. Most not-for-profit CCRCs will maintain a foundation or endowment fund which, if properly funded, can greatly enhance the organization’s ability to provide such financial assistance.

Providing continued housing and services to those who have depleted their assets, due to no fault of their own, is a mission and not a guarantee. While the vast majority of not-for-profit CCRCs have been successful in fulfilling their mission, financial assistance is ultimately conditional on the community’s ability to provide funds while operating on a sound financial basis. In some cases a community may even require that financial subsidies be repaid by the heirs or the estate at death.

By contrast, for-profit communities are often owned by a larger parent organization and are typically more profit-driven than charitably driven. This is not inherently bad because, after all, leaders of a quality organization know that if they do not offer a desirable product and look after their residents then eventually there will be no profits. And while a for-profit CCRC may be more inclined to ask a resident to leave if they are no longer able to pay, most operators understand that it is good business practice to accommodate residents to the extent possible. They do not want a reputation in the community of being uncompassionate. In fact, some for-profit CCRCs also maintain separate charitable funds to provide financial aid for residents.

In theory, the chances of a resident requiring financial assistance from the community should be relatively low, regardless of whether it is a for-profit or not-for-profit provider. This is because most CCRCs go through a financial qualification process with new residents. A thorough process will help ensure a higher than average chance that the resident has enough money, under average circumstances. Furthermore, many providers offer a refundable entry fee, and in this case, if the resident runs out of money then their entry fee refund will almost always be used to offset healthcare expenses before any financial assistance will become available. Finally, for providers who accept Medicaid, residents may qualify for government assistance to cover healthcare expenses when they exhaust their funds.

LifeSpire of Virginia is a non-profit, faith-based provider that operates four continuing care retirement communities across Virginia. The Virginia Baptist Foundation raises funds to help LifeSpire’s life care residents who outlive their financial resources remain in their homes. In 2017, the VBH Foundation provided more than $1,100,000 in benevolence to 59 residents across all four communities.

To learn more about a LifeSpire of Virginia community, contact one of our retirement counselors today:

The Culpeper: Rose Wallace, Director of Marketing, RWALLACE@THECULPEPER.ORG, 540-825-2411.

The Chesapeake: Liz Gee, Director of Marketing, LGEE@THECHESAPEAKE.ORG, 757-223-1600

Lakewood: Donna Buhrman, Director of Marketing, DBUHRMAN@LAKEWOODWESTEND.ORG, 804-740-2900

The Glebe: Helen Burnett, Director of Marketing, HBURNETT@THEGLEBE.ORG, 540-591-2100 

Brad Breeding is co-founder and president of MYLIFESITE, a website designed to provide objective information about continuing care retirement communities. A certified financial planner, Brad’s extensive knowledge of the senior living industry, combined with his financial planning background, allows him to provide valuable insights about lifestyle, healthcare, and financial planning considerations for seniors. This article is legally licensed for use.