Jeff Trendel brings a former regulator’s perspective to continuing care advisory work, training, and education.
That perspective draws on an uncommon combination of experience. Jeff licensed and regulated continuing care providers, reviewed their filings, analyzed their financial condition, and led both the task force and the drafting of North Carolina’s revised continuing care retirement communities law.
Jeff can explain in plain terms what regulators look for in filings and financial reports, which warning signs deserve a closer look, and what boards can ask management when those signs raise questions about the provider’s ability to keep its promises to residents. That perspective can help boards and executives act on concerns earlier and give residents and associations better questions to bring to the discussion.
Jeff spent nearly three decades with the North Carolina Department of Insurance. Financial analysis was central to his work, from his time as a financial analyst through his 21 years as Deputy Commissioner.
Trendel also offers education and support for resident associations, policy briefings and member education for trade associations, and training and regulatory development support for state agencies.
Explore education and policy servicesTrendel can help your team prepare filings, reports, and responses to information requests for the provider’s review and submission. An assignment might also involve a financial briefing for directors, an orientation for new board members, or a review of the questions raised by a proposed affiliation.
Jeff will work with you to define the service you need and agree on what a useful result would look like. That shared understanding guides the work from the first conversation through delivery.
Jeff Trendel’s approach draws on years of working with continuing care providers, boards, residents, and resident associations across North Carolina during his regulatory career. Those relationships shaped how he listens, asks questions, and considers what a decision will mean for the people who live in the community.
In an advisory engagement, Jeff can work alongside boards, leadership teams, and their advisers to explain what the evidence supports, where questions remain, and what may need a closer look. He values working relationships that make it possible to discuss difficult issues early and candidly.
Meet Jeff TrendelPreparing for a regulatory discussion, planning education for your board or staff, or weighing a decision that could affect residents? Tell Jeff what’s ahead and what you’d like to understand better. An initial conversation can help clarify the question and where his experience might help.
Contact JeffConnect directly by email, phone, text, or LinkedIn.