Strategy, finance, operations, and AI guidance for nonprofit and mission-driven senior living organizations — drawn from a decade and a half inside Life Plan Communities, on both the Carolina and New Hampshire coasts.
Odiorne Advisory Services partners with nonprofit and faith-based senior living organizations on the decisions that shape the next decade — capital projects, succession transitions, financial restructuring, operational reinvention, and the thoughtful adoption of new technologies including AI.
The work is grounded in fifteen years of CFO and director-level practice inside Life Plan Communities in North Carolina and New Hampshire, and oriented toward what comes next.
The firm is named for Odiorne Point on the New Hampshire seacoast — land stewarded across generations, taken for wartime defense, and returned to the public as preserved coast. The same long, patient, multigenerational work guides what we do for our clients.
Each engagement brings the discipline of a CFO, the breadth of a long career inside senior living, and the curiosity of someone who reads what's next in the field.
Long-range planning, mission-aligned growth, repositioning studies, and board strategic retreats. Plans that survive contact with the next decade.
Long-range financial forecasting, capital structure, bond issuance support, financial modeling, and audit readiness for nonprofit communities.
Operational excellence reviews, process optimization, census and revenue management, and department-level performance improvement.
Workforce strategy, compensation analysis, leadership development, succession planning, and the culture work that makes the rest possible.
New community development, major capital projects, renovation and expansion oversight, and construction-phase risk management.
Thoughtful adoption of AI tools in senior living. Vendor evaluation, use-case identification, governance frameworks, and staff readiness.
Board education, committee structure design, strategic retreat facilitation, and executive evaluation support for nonprofit communities.
Interim CFO leadership during transitions or capital projects. Specialized financial leadership for organizations between full-time CFOs.
Listen broadly before recommending. Boards, executives, residents, staff, and family members each see the organization differently. Good advisory begins with the conversation, not the framework.
Every recommendation must defend itself against the organization's stated mission. Capital decisions, technology adoption, and cultural change are tested against why the community exists in the first place.
Senior living organizations think in twenty- and thirty-year arcs. So do we. Recommendations are framed for the decision-maker today and the resident in 2045.
Founded by Jaime Conley after fifteen years in CFO and director-level roles at Life Plan Communities in North Carolina and New Hampshire — including Givens Estates in Asheville and RiverMead in southern New Hampshire. Educated at the University of North Carolina, formerly with the State of North Carolina as a financial auditor and at UNC Wilmington as an accounting instructor.
Read the Full StoryInitial conversations are exploratory and free. We'll listen to what your organization is navigating, share whether and how the firm can help, and decide together whether to go further.
The easiest first step is a short, exploratory call. Tell us briefly what your organization is navigating, and we'll see whether the firm is the right fit.
Email to ScheduleA direct booking link will be added soon.