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Transcript of Celebrating Our Story - Amazon Web...
Celebrating Our Story50 years of caring
2013 LeadingAge PA Annual Conference & ExpositionJune 19– 21 | Hershey® Lodge | Hershey, PA
LeadingAge PA Premier Partner
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1963 2013
A Message from the President
I am pleased to invite you to attend LeadingAge PA’s Annual Conference & Exposition — “Celebrating our Story: 50 Years of Caring.”
Founded in 1963, the Pennsylvania Association of Non-Profit Homes for the Aging—now LeadingAge PA—was
established to provide education and a voice of advocacy for not-for-profit long-term care providers. Pennsylvania not-for-profit providers have always been leaders. In fact, the concept of continuing care retirement communities was developed and nurtured by LeadingAge PA members. Over the years, our members have developed a wide range of services from high tech nursing care to innovative home and community based services. Though times have certainly changed since 1963, our goal of advocating on behalf of members and ensuring they are equipped to meet the future demands they face as not-for-profit providers remains true.
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1963 2013
Building on our core competencies of advocacy and strategic knowledge, this year’s education emphasizes ways to strategically assess your organization, increase operational efficiency and develop new services to meet the expectations of present and future residents.
In addition to participating in our educational program, we also invite members to raise a glass and join us for “Cheers to ’63,” our retro-inspired anniversary party complete with ‘celebrity’ icons, music from the day and a 50th anniversary themed cake contest.
Please make plans to join us for a truly exceptional and memorable event this year in Hershey as we celebrate the achievements of the past fifty years and look forward to the promise of more to come.
Ron BarthLeadingAge PA President/CEO
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6:00 – 10:00 p.m. “Cheers to ’63” Party
Conference Schedule At-a-glance
*Requires an additional feeThurs. Evening free for exhibitor or chapter events
Wednesday, June 19
4:00 – 5:00 p.m. Afternoon General Session featuring Larry Minnix
Thursday, June 20
4:30 – 5:30 p.m.Afternoon General Session featuring Jeremy Bloom
Tuesday, June 187:00 a.m.
8:00 a.m.
9:00 a.m.
10:00 a.m.
11:00 a.m.
12:00 noon
1:00 p.m.
2:00 p.m.
3:00 p.m.
4:00 p.m.
5:00 p.m.
6:00 p.m.
7:30 – 8:30 a.m.Continental Breakfast
8:30 – 10:30 a.m.Opening General Sessionfeaturing John Legend
10:00 a.m. – 12:30 p.m.Exposition Open Lunch with Exhibitors
7:15 – 8:15 a.m.Films on Aging 7:30 – 8:30 a.m.
Continental Breakfast
7:15 – 8:15 a.m.Films on Aging
2:30 – 4:00 p.m.Concurrent Education Sessions (D)
8:30 – 10:30 a.m.Morning General Session featuringDavid McCullough
12:30 – 2:00 p.m.Concurrent Education Sessions (C)1:00 – 5:00 p.m.
55-P. Pre-Conference Workshop*
12:00 noon Golf Tournament Lunch1:00 p.m. Shotgun Start
12:30 – 2:00 p.m.Concurrent Education Sessions (A)
2:15 – 3:45 p.m.Concurrent Education Sessions (B)
10:00 a.m. – 12:30 p.m.Exposition OpenLunch with Exhibitors
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Friday, June 217:00 a.m.
9:00 a.m.
10:00 a.m.
11:00 a.m.
12:00 noon
1:00 p.m.
2:00 p.m.
3:00 p.m.
4:00 p.m.
5:00 p.m.
6:00 p.m.
8:00 a.m.
7:15 – 8:15 a.m.Films on Aging
10:30 a.m. – 12:00 p.m.Concurrent Education Sessions (F)
12:30 – 2:00 p.m.Concurrent Education Sessions (G)
8:00 – 9:00 a.m.Continental Breakfast 8:30 – 10:00 a.m.
Concurrent Education Sessions (E) Registration Hours
TuESdAy, JunE 18
12:00 – 5:00 p.m.
WEdnESdAy, JunE 19
7:00 a.m. – 5:00 p.m.
THuRSdAy, JunE 20
7:00 a.m. – 5:00 p.m.
FRidAy, JunE 21
7:00 a.m. – 12:00 noon
Where to find it...
Education Continuing Education Credits ......29
Education Program ......................16
Education Schedule ......................12
Films on Aging .............................16
General Sessions ..........................10
LeadingAge PA’s NorthStar Vision ..........................14
Pre-Conference Workshop ............15
Exposition
Exhibitor List .................................6
Sponsors ........................................8
General information
Hotel Information ........................33
Registration Information .............30
Registration Fees ..........................32
Registration Form ........center insert
Special Events Golf Tournament ..........................36
“Cheers to ’63” Party ....................34
LeadingAge PA, an association of Pennsylvania not-for-profit senior services, represents more than 350 not-for-profit private, religious, fraternal, community and government-sponsored providers of a variety of long-term care and housing services for the elderly in Pennsylvania. LeadingAge PA members serve more than 62,000 persons in facility-based settings and tens of thousands more in their own homes or other community settings.
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Advanced Pharmacy
AdvantageCare Rehabilitation
Aegis Therapies - Golden Ventures
Affinity Health Services, Inc.
Alert Pharmacy Services, Inc.
Alliance Rehab - HVA
Alpha Diagnostics and Clinical Labs
Amerinet
AOD Software - Advanced Answers On Demand
Apex Rehab Solutions
Arthur Funk & Sons, Inc.
Arthur Shuster Interiors
Barry Isett & Associates, Inc.
Basic American Medical Products
BB&T Capital Markets
Beers & Hoffman, Ltd. Shonk, Kerekgyarto & Schwear Architecture
Benchmark Construction Company, Inc.
Benchmark Therapies
Berks Ridge Company Enterprises, Inc.
Bernardon Haber Holloway Architects, PC
Best Bath Systems
BioCodex, Inc.
Blue Bird Bus Sales of Pittsburgh, Inc.
Blue Sky Therapy Management
Blue Vase Global
BNY Mellon
Brightbill Bodyworks, Inc.
Brockie Pharmatech
Carbis Walker, LLP
Care First Pharmacy Services
Care2Learn.com, Inc.
CB Structures, Inc.
CCS Building Group
Clark Food Service Equipment
CliftonLarsonAllen
Columbia Ancillary Services, Inc.
ComforTek Seating
Complete HealthCare Resources
Comprehensive Reimbursement Services
Contract Environments, Inc.
Contract Pharmacy Services, Inc.
Cornerstone Design
Creating Results, LLC
Creative Laundry Systems
LeadingAge PA ExpositionThe 2013 Exposition will feature more than 190 providers of services to the senior care profession, including:
Exposition HoursWednesday, June 1910:00 a.m. – 12:30 p.m.
Thursday, June 2010:00 a.m. – 12:30 p.m.
(Enjoy complimentary lunch with exhibitors both days.)
❉ Architects
❉ Pharmacies and pharmaceutical manufacturers
❉ Financial service companies
❉ Builders
❉ information technology providers
❉ Marketing service providers
❉ Food service companies
❉ Medical equipment and service providers
❉ Staffing agencies and much more!
don’t miss visiting these companies!2013 exhibitors joining us
(as of March 8, 2013):
LTC Consulting Services
M&T Bank
Martino & Binzer
Maven Medical, LLC
McKesson Medical Surgical
MDI Achieve
MedOptions
Merlino Design Partnership, Inc.
Millennium Pharmacy Systems, Inc.
MobilexUSA
Monarch Risk Management, LP
MORRISON
Noelker & Hull Associates, Inc.
Northeast Protection Partners, Inc.
NTT DATA (formerly Keane Care)
Nutrition Management Services Company
OMNICARE
OnHealthcare
Optimus EMR, Inc.
Osborne Associates, Inc.
Padden, Guerrini & Associates, PC
ParenteBeard, LLC
Paul Risk Associates, Inc.
Penner Manufacturing
Perkins Eastman Architects, PC
PharMerica
PharmScript, LLC
Phoebe Services Pharmacy
Phoenix Contract, Inc.
Piper Jaffray & Co.
PointClickCare
ProCare Medical
Prelude Services QUnique Corporation
R. S. Mowery & Sons, Inc.
RDL Architects, Inc.
Real Time Medical Systems, Inc.
Reese Engineering, Inc.
Rehab Consultants
RehabCare
Reinsel Kuntz Lesher, LLP
Remedi SeniorCare Pharmacy
Retiring By Design
RGS Associates, Inc.
Rhoads & Sinon, LLP
RLPS Architects
Rohrer Enterprises, Inc. DBA/Rohrer Bus Sales
Secure Results, LLC
Select Rehabilitation, Inc.
Senior Planning Services
Senior TV
SFCS, Inc.
Shelly’s Medication Service
SmartLinx Solutions, LLC
Smith, Elliott, Kearns & Company, LLC
Cura Hospitality
Deffet Group, Inc.
DesignPoint, Inc.
Diamond Pharmacy Services
Direct Supply
Discover Rx
Donia & Associates
Eastern Diversified Services, Inc.
Encore Rehabilitation Services
Eventus Strategic Partners
Evercare
EZ Way, Inc.
Flagship Rehabilitation Services
Franklin Flooring, Inc.
Freedom Outdoor Furniture
Fulmedia Interactive
Functional Pathways, LLC
Genesis Rehab Services
Grane Rx
Greenbrier Development, LLC
Greystone Communities, Inc.
Hamlin Capital Advisors
Harkins Builders, Inc.
Health Care Software, Inc. (HCS)
Healthcare System Connections
HealthMEDX, LLC
HealthPRO Rehabilitation
HealthSense, Inc.
HealthSignals, LLC
Heritage Healthcare
HersheyCare
Hertz Supply Company, Inc.
Hill-Rom
HJ Sims
Home Technology Systems, Inc.
Horizon Software International
Horst Construction
Houck Services, Inc.
HPSI Purchasing Services
HydroWorx
ICP, Inc. (Institutional Care Pharmacy)
It’s Never 2 Late
Innovatix, LLC
Intellitec Solutions
Interface
Joerns Healthcare
Johnson, Kendall & Johnson, Inc.
K&W Engineers and Consultants
KDA Architects
KOPPS - King of Prussia Pharmacy Services
L. R. Webber Associates, Inc.
Lancaster Pollard & Company
LCS
LECESSE Construction
Lenhardt Rodgers Architects
Linked Senior
Love & Company
Sodexo Senior Living
Spiezle Architectural Group
Standard Textile Company, Inc.
Stanley Healthcare Solutions
Stevens & Lee
Stewart + Conners Architects
Streamline Verify
Techwise Group
The Benecon Group
The Graham Company
THW Design
Touchtown, Inc.
Triangle Communications, Inc.
Trinity Pharmacy Services
Turning Point Collection, LLC
Unidine Corporation
Unified Alerts, LLC
United Disabilities Services
Vantage Care Apothecary
Varsity
Wagman Construction, Inc.
Warfel Construction Company
Wells Fargo Insurance Services
Windmill Software
Wohlsen Construction Company
Wolfington Body Company, Inc.
Ziegler
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LeadingAge PA gratefully acknowledges the generous support of our sponsors.
Alert Pharmacy Services, Inc. Learning Journal
Asbury Communities Thursday Morning General Session Speaker
The Benecon GroupHuman Resources Development TrackWednesday Morning Lobby BreakfastGolden Anniversary Sponsor
Blue Vase Global Golden Anniversary Patron
CCS Building Group Golden Anniversary Patron
CAPOZZI ADLER, PCPublic Policy & Legal Issues TrackGolden Anniversary Partner
Carbis Walker, LLP Registration Giveaway
CliftonLarsonAllenPensWednesday Afternoon General Session SpeakerGolden Anniversary Partner
Cura HospitalityLeadingAge PA Booth CookiesGolden Anniversary Partner
Evercare Wednesday Exhibit Hall Refreshment Break
Flagship Rehabilitation ServicesFriday Luncheon BagsGolden Anniversary Sponsor
The Graham Company Golden Anniversary Sponsor
HealthSignals, LLC Golden Anniversary Patron
Horst Construction Management & Operations Track
Latsha Davis & McKenna, PCLearning JournalGolden Anniversary Partner
Linked Senior Golden Anniversary Sponsor
Love & Company Learning Journal
L. R. Webber Associates, Inc. Golden Anniversary Partner
M & T Bank
Learning JournalMarketing & Public Relations TrackThursday Exhibit Hall Refreshment BreakGolden Anniversary Partner
Maven Medical, LLC Exhibit Hall Giveaway
McKesson Medical Surgical Golden Anniversary Patron
Padden, Guerrini and Associates, PC Golden Anniversary Patron
ParenteBeard, LLC Name Badge Cards
Piper Jaffray & Company Lanyards
Prelude ServicesInternet KiosksGolden Anniversary Sponsor
RLPS Architects Aging & Design Track
Reinsel Kuntz Lesher, LLPThursday Afternoon General Session SpeakerGolden Anniversary Sponsor
Remedi Senior Care Culture, Care & Innovations Track
Stevens & LeeSpeaker PromotionGolden Anniversary Partner
Sodexo Senior Living Leadership & Strategic Positioning Track
Unidine Corporation Golden Anniversary Sponsor
ZieglerLearning JournalOpening General Session SpeakerGolden Anniversary Sponsor
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Annual Conference Sponsors
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LeadingAge PA Star Partners
Premier Partner
L.R. Webber Associates, Inc.
5-Star
The Benecon Group
CAPOZZI ADLER, PC
CliftonLarsonAllen
Latsha, Davis & McKenna, PC
M & T Bank
ParenteBeard, LLC
Sodexo Senior Living
Value First
Ziegler
4-Star
Carbis Walker, LLP
Prelude Services
Reinsel Kuntz Lesher, LLP
Stevens & Lee
3-Star
Alert Pharmacy Services, Inc.
Asbury Communities
BB & T Capital Markets
Blue Sky Therapy Management
Blue Vase Global
Cura Hospitality
Dickie, McCamey & Chilcote, PC
Flagship Rehabilitation Services
The Graham Company
Horst Construction
Johnson, Kendall & Johnson, Inc.
Love & Company
Maven Medical, LLC
McKesson Medical Surgical
MDI Achieve
Padden, Guerrini & Associates, PC
Piper Jaffray & Company
RLPS Architects
Select Rehabilitation, Inc.
Wagman Construction, Inc.
Warfel Construction Company
Wohlsen Construction Company
Sponsor and/or commercial support, exhibits, or the presentation of research conducted by a commercial company is not permitted to affect the design and scientific objectivity of any educational activity. LeadingAge PA does not permit representatives with commercial interests/sponsorship to engage in sales or promotional activities in continuing nursing education sessions.
John Legend Sharing our Gifts Wednesday, June 19 8:30 – 10:30 a.m.
Within the world of aging services and beyond, talented and successful people have a chance to leverage their gifts to benefit others. Giving back makes it possible to fill the economic, educational and opportunity gaps for the less fortunate, offering them ways to grow and achieve. Not-for-profit organizations understand better than most that the “haves” help level the playing field for the “have nots” by raising awareness, lifting spirits, sharing talents or devoting time. No matter one’s
strength, good fortune can serve as a catalyst to better the lives of others to truly make a difference.
John Legend, a critically-acclaimed multi-platinum selling singer and songwriter, is known for his dedicated work as a philanthropist and social activist. The winner of nine Grammy Awards and two NAACP Image Awards, he also was named one of Time Magazine’s 100 Most Influential People. In 2007, he launched the “Show Me Campaign,” a nonprofit organization fighting poverty and promoting education reform around the world. Legend has been recognized several times for his activism including the 2010 BET Humanitarian of the Year award. Hear him discuss his reasons for giving and encourage others to do the same.
Larry Minnix Celebrating our Story Wednesday, June 19 4:00 – 5:00 p.m.
Since the early days of our founding fathers, LeadingAge PA members have found ways to advance housing, services and care for seniors. Throughout the Commonwealth—from its steel ports, coal regions and railroad towns to its farmlands and historic cities—members have worked to be involved and change lives. Building bridges and creating partnerships, they have lead, inspired, innovated and advocated. With tenacity and passion, Pennsylvania not-for-profit providers have, and continue to, stand up for seniors, answer a call
to serve and envision a preferred future for seniors. Their efforts and agility will serve as valuable assets in the years to come.
Larry Minnix has served as president and CEO of LeadingAge since 2001. For more than 35 years, Minnix has been a passionate advocate for leadership and innovation in not-for-profit aging services. He has translated his passion into practice as LeadingAge’s CEO. During his tenure, he established the LeadingAge Center for Aging Services Technologies (CAST), developed programs to address important issues like workforce retention and regulatory reform, and is currently advocating for long-term care financing reform. He was named on the Nonprofit Times 2008, 2009 and 2010 “Power and Influence Top 50” lists. Join him as he celebrates the stories, members and vision of LeadingAge PA.
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General Sessions
Jeremy Bloom Enriching our LivesThursday, June 20 4:30 – 5:30 p.m.
The work of LeadingAge PA members goes beyond quality senior care, housing and services to the business of fulfillment. They strive to ensure not only that seniors needs are met, but their dreams realized. In practice, this means continually filling and refilling their bucket lists. It means helping seniors reach for the sky, accomplish their goals and live life with purpose. In big and small ways, honoring the lives of seniors and considering each person’s wishes has always been an
integral part of members’ efforts. Members continue each day with an aim to enrich lives and expand the world of possibility for seniors.
Jeremy Bloom, two-time Olympic Skier and former NFL football player, established Wish of a Lifetime (WOL) in 2008. He launched the organization with a vision to initiate a cultural change by granting the wish of a lifetime to deserving seniors throughout the United States. Bloom named the foundation in living honor of Bloom’s grandmother, Donna Wheeler, and his grandfather Jerry Bloom, and hoped it would be known for its purpose and impact on others. WOL Foundation is built on the premise that senior citizens should be respected, honored and aided in our society. Gather for an afternoon of celebration as we hear how wishes do come true.
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david McCullough Honoring our HistoryThursday, June 20 8:30 – 10:30 a.m.
History has long served as our teacher and guidepost, telling us not only where we have been, but how far we have come and the steps we took along our journey. The past is not a time in which to become mired, but rather a place to seek inspiration and leadership lessons from those who have gone before us. As an organization that has grown in strength and vision for over a half century, LeadingAge PA has a chance to reflect on the wisdom it has accumulated over
the years to propel it and its members forward to meet the promise to serve seniors in Pennsylvania.
David McCullough, a Pittsburgh native, author, editor and teacher, has mastered the art of narrative history. He is a two-time winner of both the Pulitzer Prize and the National Book Award and a recipient of the Presidential Medal of Freedom. His most recent book, The Greater Journey: Americans in Paris is a New York Times best seller. His other notable works include 1776, John Adams and Truman. A familiar presence on public television, he has been host of Smithsonian World, The American Experience and narrator of numerous documentaries including Ken Burns’s The Civil War. Listen as he tells tales of people who have exemplified courage, leadership, achievement and moral character.
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Wednesday, June 19 Thursday, June 20 Friday, June 21A
12:30 – 2:00 p.m.B
2:15 – 3:45 p.m.C
12:30 – 2:00 p.m.d
2:30 – 4:00 p.m.E
8:30 – 10:00 a.m.F
10:30 a.m. – 12:00 p.m.G
12:30 – 2:00 p.m.
Aging & design
1-A.Paint and Powder:
Interior Environment Renovations
2-B.Senior Housing: The
New Face of Mixed-Use Communities
3-C.Household Design: A Post-Occupancy
Evaluation
4-D.Designing
Environments for Memory Support
5-E.Reinventing Dining and Social Spaces in Today’s
Marketplace
6-F.A Team-Driven
Approach to Project Development
7-G.Navigating Regulatory
Barriers to Person-Centered Renovations
Culture, Care & Service innovations
8-A.Virtual Technology to Support Independence
9-B.How to Address
Bullying Among Senior Populations
10-C.Personalized Dementia Care on a Large Scale
11-D.Culture
Transformation: Promoting Wellness and Successful Aging
12-E.Non-Pharmacologic Interventions for
Dementia Care
13-F.A CCRC’s Culture Change Journey
14-G.Interdisciplinary
Initiatives in Long-Term Care
Financial & development Strategies
15-A.Trends in Senior Living
16-B.Planned Giving Success
17-C.Maximizing Your
Investment Portfolio
18-D.Are Green Houses Financially Viable?
19-E.Repositioning Nursing
Homes in Today’s Marketplace
20-F.Mergers and
Acquisitions: Issues to Consider
Human Resources development
21-A.Creating a Culture of Customer Service and
Hospitality
22-B.Leadership
Development for Nursing Supervisors
23-C.Employment Law
Update
24-D.Civility in the
Workplace
25-E.Retirement Plan
Regulations: New Disclosure Requirements
26-F.Employee Health
Benefits: Options and Outcomes under Health
Care Reform
Leadership & Strategic Positioning
27-A.Planning for a
Robust Future: An Entrepreneurial
Approach
28-B.Strategies for Effective Leadership Transition
29-C.Governing through Uncertain Times
30-D.A Leader’s Role in Change Initiatives
31-E.Positioning Your
Organization for the ACO Environment
32-F.Making Innovation
Work
33-G.Expanding into the
HCBS Market
Management & Operations
34-A.A Quality Improvement
Program to Reduce Hospital Readmissions
35-B.Trends in Skilled Care
Reimbursement
36-C.Disaster Planning:
Evaluation and Training
37-D.Data Driven Action
Plans for the Future of CCRCs
38-E.Software Solutions to Support Financial and
Clinical Practices
39-F.Energy and
Sustainability Best Practices
40-G.Creating a Culture of Safety through
Accountability Partnerships
Marketing & Public Relations
41-A.Social Silver Surfers: What Seniors Want
Online
42-B.Marketing and Sales for
the New Normal
43-C.What You Need to
Know about Today’s Mature Market
44-D.Using Marketing
Assessments to Rebuild Occupancy
45-E.Competitive
Collaboration
46-F.Employees as Customer
Service Brand Ambassadors
Public Policy & Legal issues
47-A.National Labor
Relations Act Update
48-B.Legal Challenges with Developing CCRCs at
Home
49-C.Quality Assurance and Performance
Improvement Forum
50-D.2013 Legal Update
51-E.Assisted Living Residences and
Personal Care Home Issues Forum
52-F.Protecting Your PA
Tax-Exempt Position
53-G.Surviving the Medicaid
Maze
Education Schedule
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Wednesday, June 19 Thursday, June 20 Friday, June 21A
12:30 – 2:00 p.m.B
2:15 – 3:45 p.m.C
12:30 – 2:00 p.m.d
2:30 – 4:00 p.m.E
8:30 – 10:00 a.m.F
10:30 a.m. – 12:00 p.m.G
12:30 – 2:00 p.m.
Aging & design
1-A.Paint and Powder:
Interior Environment Renovations
2-B.Senior Housing: The
New Face of Mixed-Use Communities
3-C.Household Design: A Post-Occupancy
Evaluation
4-D.Designing
Environments for Memory Support
5-E.Reinventing Dining and Social Spaces in Today’s
Marketplace
6-F.A Team-Driven
Approach to Project Development
7-G.Navigating Regulatory
Barriers to Person-Centered Renovations
Culture, Care & Service innovations
8-A.Virtual Technology to Support Independence
9-B.How to Address
Bullying Among Senior Populations
10-C.Personalized Dementia Care on a Large Scale
11-D.Culture
Transformation: Promoting Wellness and Successful Aging
12-E.Non-Pharmacologic Interventions for
Dementia Care
13-F.A CCRC’s Culture Change Journey
14-G.Interdisciplinary
Initiatives in Long-Term Care
Financial & development Strategies
15-A.Trends in Senior Living
16-B.Planned Giving Success
17-C.Maximizing Your
Investment Portfolio
18-D.Are Green Houses Financially Viable?
19-E.Repositioning Nursing
Homes in Today’s Marketplace
20-F.Mergers and
Acquisitions: Issues to Consider
Human Resources development
21-A.Creating a Culture of Customer Service and
Hospitality
22-B.Leadership
Development for Nursing Supervisors
23-C.Employment Law
Update
24-D.Civility in the
Workplace
25-E.Retirement Plan
Regulations: New Disclosure Requirements
26-F.Employee Health
Benefits: Options and Outcomes under Health
Care Reform
Leadership & Strategic Positioning
27-A.Planning for a
Robust Future: An Entrepreneurial
Approach
28-B.Strategies for Effective Leadership Transition
29-C.Governing through Uncertain Times
30-D.A Leader’s Role in Change Initiatives
31-E.Positioning Your
Organization for the ACO Environment
32-F.Making Innovation
Work
33-G.Expanding into the
HCBS Market
Management & Operations
34-A.A Quality Improvement
Program to Reduce Hospital Readmissions
35-B.Trends in Skilled Care
Reimbursement
36-C.Disaster Planning:
Evaluation and Training
37-D.Data Driven Action
Plans for the Future of CCRCs
38-E.Software Solutions to Support Financial and
Clinical Practices
39-F.Energy and
Sustainability Best Practices
40-G.Creating a Culture of Safety through
Accountability Partnerships
Marketing & Public Relations
41-A.Social Silver Surfers: What Seniors Want
Online
42-B.Marketing and Sales for
the New Normal
43-C.What You Need to
Know about Today’s Mature Market
44-D.Using Marketing
Assessments to Rebuild Occupancy
45-E.Competitive
Collaboration
46-F.Employees as Customer
Service Brand Ambassadors
Public Policy & Legal issues
47-A.National Labor
Relations Act Update
48-B.Legal Challenges with Developing CCRCs at
Home
49-C.Quality Assurance and Performance
Improvement Forum
50-D.2013 Legal Update
51-E.Assisted Living Residences and
Personal Care Home Issues Forum
52-F.Protecting Your PA
Tax-Exempt Position
53-G.Surviving the Medicaid
Maze
LeadingAge PA’s NorthStar was developed in 2006 to create a compelling vision
for the future of senior services and care in the Commonwealth. The NorthStar
serves as a navigational tool and assists organizations in shaping their own
strategic planning processes. Organizations that continue to keep their eyes on
the NorthStar will be better positioned to anticipate changes and advances in
their profession while helping to achieve the desired future of senior services.
LeadingAge PA recognizes that the NorthStar must
remain relevant moving forward and has made
important revisions which will be introduced and
prominently highlighted throughout our 2013
Annual Conference. We urge you to learn and
share LeadingAge PA’s updated NorthStar
and its outlined envisioned future. With
NorthStar as our guide, we are confident
the best is yet to come for not-for-profit
senior services providers!
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LeadingAge PA’s northStar VisionNorthStar: Charting our preferred future for senior services and care
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Education ProgramThe Education Program lists sessions in day and time order; for a list of sessions by education track, refer to the Education Schedule on p.12.
Sessions of special interest to trustees are identified with a T symbol.Those of relevance to nurses are identified with an N .
Pre-Conference WorkshopTuesday, June 181:00 – 5:00 p.m.55-P. Collaborative Relationships: Senior Living Opportunities and Strategies T
A multitude of external factors including evolving demographics, changing consumer preferences, economic realities and health care reform are greatly affecting senior living providers today. To position themselves for the future, providers have not only focused more intensely on operational efficiencies, but also on their strategic direction. Forward-thinking organizations are exploring collaborative relationships as a way to advance their missions to serve seniors and remain agile in the dynamic aging services environment.
❉ Discuss ways to engage management, board and other key constituents in assessing your organization’s strategic position and identifying areas where collaborative relationships could help shape your future strategic planning.
❉ Understand ways to evaluate potential collaborative opportunities, from pooling expertise, generating of economies of scale and partnering in joint development projects, to pursuit of an affiliation/merger or acquisition.
❉ Hear from a diverse panel of providers and industry experts about key legal, financial, business and mission considerations for collaborative opportunities.
James Bodine, Managing Director, BB&T Capital Markets, Philadelphia, PA; Edward Brubaker, President & CEO, Living Branches, Lansdale, PA; Luanne Fisher, President & CEO, Liberty Lutheran Services, Ambler, PA; Kimber Latsha, Managing Shareholder, Latsha Davis & McKenna, Mechanicsburg, PA; Steven Reiter, President & CEO, New Dawn Christian Community Services, Myerstown, PA; Carson Ritchie, President & CEO, Church of God Home, Carlisle, PA
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Wednesday, June 197:15 – 8:15 a.m.
Films on AgingWhat Time is LeftIn this documentary, the filmmaker captures the emotional journey of caring for his two grandmothers living in the same retirement community. One grandmother talks about her wishes to die with dignity if her mental and health status deteriorates. The other grandmother has advanced dementia. Her family struggles to accept the declining quality of her life. The film offers a deeper understanding of the profound challenges that caregivers face when caring for loved ones as they age.
8:30 – 10:30 a.m.
Opening General SessionSharing our Gifts featuring John Legend
10:00 a.m. – 12:30 p.m.
Exposition Open
12:30 – 2:00 p.m.
Education Sessions (A)
1-A. Paint and Powder: Interior Environment Renovations
❉ Understand both the importance of first impressions and their impact on the perception and marketability of a retirement community.
❉ Learn how to identify deficiencies within your interior environment and develop a multiphased renovation plan based on specific goals, budgets and timeframes.
❉ Gain an understanding of the various possibilities and processes available for interior environment renovations.
Derek Perini, Associate, and Gregory Scott, Partner, RLPS Architects, Lancaster, PA
Visit www.LeadingAgePAconference.org to view our event site.
8-A. Virtual Technology to Support Independence
❉ Consider how virtual technology can return autonomy to seniors, promote social interaction, empower caregivers and eliminate barriers.
❉ Realize how to use technology applications to improve staff efficiency and increase time spent with residents.
❉ Take home tangible ideas of technology applications you can put to work in your senior living community immediately.
Timothy Mueller, President, SFCS, Charlotte, NC; Melissa Pritchard, Associate Vice President, SFCS, Roanoke, VA
15-A. Trends in Senior Living T
❉ Analyze key drivers for senior living providers and their impact on operations, pricing, business lines and affiliations.
❉ Explore the influence of capital market trends on providers, including the banking climate, credit ratings, the economy and interest rates.
❉ Examine the latest research on aging plants and other emerging trends affecting providers.
Steven Jeffrey, Director, Ziegler, Columbia, MD
21-A. Creating a Culture of Customer Service and Hospitality
❉ Demonstrate the vital role of customer service and hospitality to enhance the quality of life for residents, visitors and staff.
❉ Review examples of customer service initiatives that have been implemented successfully in other communities.
❉ Learn how to empower staff to create “magic moments” of service that contribute to the positive culture of your organization.
Eric Moore, Director of Dining Services, North Hill, Needham, MA
17SAVE MONEY—Reserve your hotel by May 3 to receive the group rate.
34-A. A Quality Improvement Program to Reduce Hospital Readmissions N T
❉ Understand the regulatory and operational impact of unnecessary hospitalizations on long-term and acute care providers.
❉ Find out about a quality improvement program (INTERACT) designed to improve early identification, evaluation and communication about the health changes of nursing home residents.
❉ Discuss ways to integrate INTERACT tools into existing health information technology to reduce the frequency of avoidable hospitalizations.
Brian Dimit, Director of Industry Marketing, PointClickCare, Mississauga, ON
41-A. Social Silver Surfers: What Seniors Want Online
❉ Recognize the evolving opportunities and pitfalls of using online marketing and social media to market your community.
❉ Discover the online content most relevant to seniors and how they prefer to interact on social networks.
❉ Gain the skills and tools needed to measure and improve the effectiveness of your online marketing efforts.
Todd Harff, President, Creating Results, Strategic Marketing, Woodbridge, VA; Erin Read, Director of Strategic Marketing, Creating Results, Strategic Marketing, Providence, RI
47-A. National Labor Relations Act Update
❉ Review how current developments and proposed changes to the National Labor Relations (NLR) Act will impact workplace policies and procedures.
❉ Examine recent NLR board rulings related to electronic communications, solicitation, use of cellular phones and social media, and other operational areas.
❉ Obtain employer strategies to effectively comply internally with changes proposed by the NLR board.
Louis Capozzi Jr., President, and Dawn Richards, Associate Attorney, CAPOZZI ADLER, Camp Hill, PA
27-A. Planning for a Robust Future: An Entrepreneurial Approach T
❉ Identify the key components of entrepreneurship that not-for-profit organizations can apply to build viable futures.
❉ Devise ways to encourage innovation in your organization and use it to create sustainable business models to fulfill and extend mission.
❉ Consider the incremental changes necessary to move beyond the status-quo to a culture that excels at innovation.
Scott Townsley, Principal, CliftonLarsonAllen, Plymouth Meeting, PA
LeadingAge PA is really helping to
equip us as members so that we have the
knowledge and skills we need to survive and thrive in the future.”
Fran Kuhns
18
2:15 – 3:45 p.m.
Education Sessions (B) 2-B. Senior Housing: The New Face of Mixed-Use Communities T
❉ Discuss the trend towards more mixed-use developments that embrace the larger community, both programmatically and physically.
❉ Learn how CCRCs are using the “satellite” campus concept to leverage existing facilities to open new market sectors.
❉ Analyze the site and building design issues relative to such projects, including ways the use of existing infrastructure can lower development costs.
Thomas Barton, III, Principal & CEO, BartonPartners, Norristown, PA; Susan Brecht, President, Brecht Associates, Philadelphia, PA; Joe Wagman, CEO, Wagman Construction, York, PA
9-B. How to Address Bullying Among Senior Populations
❉ Recognize the prevalence of bullying in senior living communities, what it looks like, how it manifest and impacts the resident culture.
❉ Explore effective ways to intervene when bullying happens as well as techniques to build empathy and create an empowered bystander.
❉ Examine practical approaches to implementing a proactive bullying prevention program in your community.
Pamela Countouris, Bullying Prevention Specialist and Dorothy Devlin, Bullying Prevention Specialist, TCB Training and Consulting, Pittsburgh, PA
16-B. Planned Giving Success T
❉ Understand how to establish a planned giving program through ongoing donor development and an effective operating structure.
❉ Consider potential gift opportunities that can lead to significant donations to your organization over time.
❉ Obtain useful tools for developing a planned giving strategy that meets the specific needs of your organization.
Rev. William McMorran, Senior Partner, Green Oak Consulting Group, Los Angeles, CA
22-B. Leadership Development for Nursing Supervisors N
❉ Recognize the benefits of implementing a nurse leadership program, including supervisory retention and quality of care outcomes.
❉ Discuss the value of mentoring for the development of critical thinking skills, change management expertise and emotional intelligence.
❉ Study opportunities to develop a leadership program in your organization to prepare nurses for their critical role in care delivery.
Sophie Campbell, Director of Quality, Education and Compliance, and Elaine Hatfield, Chief Nursing Officer, UPMC Senior Communities, Pittsburgh, PA
Wednesday, June 19
Visit www.LeadingAgePAconference.org to view our event site.
Lisa Sofia
19
28-B. Strategies for Effective Leadership Transition T
❉ Gain an understanding of how the departing executive, the new executive and the board all contribute to a healthy executive transition.
❉ Hear how three leaders and their organizations strategically designed transition plans for both incoming and outgoing leadership roles.
❉ Learn strategies for managing transitions in a way that ensures ongoing effective operations and assists new leaders in assimilating quickly into CEO roles.
Karen Lehman, Executive Director, Pennswood Village, Newtown, PA; Dennis Russell, Senior Vice President, MHS Alliance, Goshen, IN; Rick Stiffney, President & CEO, MHS Alliance, Goshen, IN
35-B. Trends in Skilled Care Reimbursement
❉ Analyze how federal and state policy reimbursement changes will impact skilled nursing providers.
❉ Explore the array of reimbursement changes under development and demonstration, including bundling, value-based purchasing, dual eligible managed care and new models for Part A and B therapy.
❉ Assess state and national quality measurement data to benchmark organizational performance against a peer group of providers.
Sheila Lambowitz, Director, Medicare & Medicaid Innovation, Zimmet Healthcare Services Group, Morganville, NJ
42-B. Marketing and Sales for the New Normal
❉ Review quantitative and qualitative observations on trends in numerous nationwide marketplaces.
❉ Examine successful marketing and sales approaches that communities are using for overcoming “new normal” challenges.
❉ Dialogue about various methods to measure marketing campaign success and establish benchmarks for each outreach tactic.
Robert Adams, Vice President, Sharon Brooks, President & CEO, and Wayne Hicks, Senior Vice President, SB & A/Brooks Adams Research, Richmond, VA
48-B. Legal Challenges with Developing CCRCs at Home T
❉ Discuss the important regulatory and operational challenges associated with CCRCs at Home programs.
❉ Understand the corporate structuring and tax-exemption implications involved in developing a CCRC at Home program.
❉ Hear about the contractual options related to the establishment of entrance/monthly fees and the nature of services to be offered as residents move through the continuum.
Kimber Latsha, Managing Shareholder, and Peter Wilson, Senior Associate, Latsha Davis & McKenna, Mechanicsburg, PA
4:00 – 5:00 p.m.
General SessionCelebrating our Story featuring Larry Minnix
There are some really smart, sensitive,
caring, compassionate individuals out there
who are really dedicated to senior services. I would not have had the opportunity to meet them. I would not have had the opportunity to grow and think more globally.”
SAVE MONEY—Reserve your hotel by May 3 to receive the group rate.
6:00 – 10:00 p.m.
Cheers to ’63 Partysee page 34 for details
20 Visit www.LeadingAgePAconference.org to view our event site.
Thursday, June 20
10-C. Personalized Dementia Care on a Large Scale N
❉ Recognize how a relationship-based culture can impact the quality of life and interactions between residents, co-workers and families.
❉ Learn strategies to overcome the barriers presented by a changing medically complex population in the social model of care.
❉ Understand the critical need to adjust the physical environment with the changing needs of residents with dementia.
Katherine Baumgardner, Home Life Coordinator, Veronica Gibbone, Administrator, Kimberly Griffies-Edwards, Director of Nursing, and Megan McCall, Social Service Coordinator, Immaculate Mary Home, Philadelphia, PA
17-C. Maximizing Your Investment Portfolio T
❉ Learn how to categorize various types of assets held by senior living communities to illustrate representative asset classes.
❉ Hear how one organization realigned its balance sheet to develop an integrated asset allocation and investment strategy.
❉ Learn how your investment portfolio plays a key role in evaluating various capital planning options available in today’s investment environment.
Stephanie Chedid, President, Cleary Gull Advisors, Milwaukee, WI
23-C. Employment Law Update
❉ Get the latest information about new employment and labor law regulatory, statutory and case law developments in Pennsylvania.
❉ Analyze recent legal developments in the areas of discrimination, FMLA leave and the use of drug and alcohol testing.
❉ Gain an understanding of ways to avoid common workplace pitfalls, ensure compliance and defend against legal claims.
Glenn Davis, Attorney/Shareholder, and Angela Thomas, Attorney/Shareholder, Latsha Davis & McKenna, Mechanicsburg, PA
7:15 – 8:15 a.m.
Films on AgingConsider the Conversation
This remarkably engaging film intimately explores various end-of-life issues as seen through the eyes of patients, family members, doctors, nurses, social workers, clergy and renowned experts in the field. Produced by a veteran hospice educator and a State Teacher of the Year, the film serves as a catalyst to help people and their loved ones discuss the all-important, but oft-neglected topic about how they wish to live out the rest of their life.
8:30 – 10:30 a.m.
General SessionHonoring our Historyfeaturing David McCullough
10:00 a.m. – 12:30 p.m.
Exposition Open
12:30 – 2:00 p.m.
Education Sessions (C)
3-C. Household Design: A Post-Occupancy Evaluation
❉ Review post-occupancy findings of several communities who have integrated household design into their communities.
❉ Discuss outcomes related to operating costs, quality of care, staff recruitment and retention as well as regulations and building codes.
❉ Share lessons learned from existing household models, including how changes impacted staff, residents and the community.
Vernon Feather, Senior Vice President, SFCS, Roanoke, VA; Aundrea Leonard, COO, Rockhill Mennonite Community, Sellersville, PA; Ron Sawatsky, Rockhill Mennonite Community, Souderton, PA
There is no question LeadingAge PA has
changed who I am as a professional.”
21SAVE MONEY—Reserve your hotel by May 3 to receive the group rate.
36-C. Disaster Planning: Evaluation and Training
❉ Evaluate the timeliness of your disaster preparedness plans and ensure emergency drills both test and teach.
❉ Discover ways to make sure that the theory of the paper plan and the reality of implementation result in effective responses.
❉ Learn how to train staff members on important federal and state requirements as well as emergency and disaster preparedness resources.
Ted Leister, Assistant Administrator, Lutheran Community at Telford, Telford, PA; Ray Miller, Director of Risk Management and Safety, Direct Supply, Milwaukee, WI
43-C. What You Need to Know about Today’s Mature Market T
❉ Review the findings from a total immersion study that placed researchers in a retirement community for one month.
❉ Hear how this generation of seniors is healthier, more educated, informed and engaged than their counterparts were five years ago.
❉ Consider how to use these findings as a framework for your current and future strategic planning and marketing efforts.
Derek Dunham, Mature Market Strategist, Varsity, Harrisburg, PA
49-C. Quality Assurance and Performance Improvement Forum
❉ Receive an update on nursing facility survey and certification initiatives and hear about trends from staff from CMS Region III and the PA Department of Health.
❉ Discuss the status of Pennsylvania’s Independent Informal Dispute Resolution (IIDR) process and the results to date.
❉ Receive an update on quality assurance activities being supported and advanced by CMS and the PA Department of Health.
Nicole Grear, Public Policy Analyst, LeadingAge PA, Mechanicsburg, PA, Barbara Connors, Chief Medical Officer, Region III, Centers for Medicare and Medicaid Services, Philadelphia, PA; Susan Williamson, Director, Division of Nursing Facility Licensure, Pennsylvania Department of Health, Harrisburg, PA
29-C. Governing through Uncertain Times T
❉ Examine the impact of health care reform, a volatile economic climate and rapidly changing consumer demographics on senior living organizations.
❉ Understand the importance of making informed governance decisions that address the internal and external factors that affect your organization.
❉ Take away practical solutions for boards to monitor performance and take advantage of growth opportunities.
Joseph Brucella, Senior Vice President, LCS, Old Saybrook, CT; Larry Minnix, President & CEO, LeadingAge, Washington, DC; Aaron Rulnick, Principal, HJ Sims, Potomac, MD
Gary Clouser
22
2:30 – 4:00 p.m.
Education Sessions (d)
4-D. Designing Environments for Memory Support
❉ Learn how to achieve cost savings when repositioning or renovating a memory support environment.
❉ Explore dementia care interior environments that promote safety, encourage engagement and support independence.
❉ Examine key elements to include in an outdoor courtyard to allow unsupervised access to the outside.
Jack Carman, President, Design for Generations, Medford, NJ; Sandra Hodge, Director of Interiors, JSA, Portsmouth, NH; Jocelyn Martin, Director of Business Development, CCS Building Group, Willow Street, PA
11-D. Culture Transformation: Promoting Wellness and Successful Aging
❉ Analyze research that indicates that older adults can age more successfully when presented with opportunities for continued growth.
❉ Hear how senior living organizations have effectively shifted their cultures to focus on successful aging.
❉ Understand how to create an organizational culture that promotes resident empowerment and independence.
Matthew Day, Operations Specialist, Masterpiece Living, Palm Beach Gardens, FL; Yolanda Johnson, Executive Director, Glen Meadows Retirement Community, Glen Arm, MD; Jeraldine Kohut, Corporate Director of Resident Programs, Presbyterian Senior Living, Dillsburg, PA; Mary Ann Poling, Executive Director, Westminster Village Dover, Dover, DE
Visit www.LeadingAgePAconference.org to view our event site.
18-D. Are Green Houses Financially Viable? T
❉ Review financial, operational and development comparisons between traditional household models and Green Houses.
❉ Consider recent survey research on the impact of consumer attitudes and their effect on census in operating Green Houses.
❉ Discuss key financial performance indicators as well as potential feasibility pitfalls of household and Green House models.
David Farrell, Director, Green House Project/NCB Capital Impact, Arlington, VA; Jarrod Leo, Vice President, MHS Consulting, Camp Hill, PA; Martin Siefering, Principal, Perkins Eastman Architects, Pittsburgh, PA
24-D. Civility in the Workplace
❉ Identify the key drivers of a respectful workplace culture where co-workers contribute to the welfare of others.
❉ Recognize the critical role of supervisors in responding to disrespectful or toxic behaviors that occur between co-workers.
❉ Obtain methods to effectively help employees recognize the importance of trust, respect and relationships among co-workers.
Denton Hartman, Director of Staff Development, Menno Haven, Chambersburg, PA
Thursday, June 20
Amyyoung
23
30-D. A Leader’s Role in Change Initiatives N
❉ Understand the science behind motivation and ways leaders can reduce fear, apprehension and resistance to change.
❉ Learn how to model the necessary behaviors and motivate those around you to embrace new paradigms.
❉ Realize a leader’s role in creating an organizational culture that demonstrates a greater acceptance for change initiatives.
Christopher Ridenhour, Director, Core Competency Training, Liberty Lutheran Services, Philadelphia, PA
37-D. Data Driven Action Plans for the Future of CCRCs T
❉ Consider the importance of consumer and staff satisfaction in the continuous quality improvement process.
❉ Discuss how to use community needs assessments to determine the most effective social accountability programs for your organization.
❉ Hear from CCRC providers who are using satisfaction research and needs assessment data to drive their organization’s strategic planning.
Becky Lockner, Director of Senior Living Development & Innovation, Holleran, Mountville, PA
SAVE MONEY—Reserve your hotel by May 3 to receive the group rate.
44-D. Using Marketing Assessments to Rebuild Occupancy
❉ Find out how one organization conducted a sales assessment and market study to inform future marketing strategy.
❉ Explore ways to effectively involve residents and staff in your marketing efforts and build support throughout the process.
❉ Take home sales and marketing practices that will improve the marketability of your community.
Jennifer Doone, Director of Marketing, Pennswood Village, Newtown, PA; James Kelly, Vice President of Sales & Marketing, Love & Company, Frederick, MD
50-D. 2013 Legal Update
❉ Review recent developments in Medicare and Medicaid enrollment, reimbursement, fraud and abuse/compliance, and survey enforcement.
❉ Listen to the latest issues involving real estate/sales and use tax exemption as well as other important issues affecting CCRC operations.
❉ Review the implementation of PSAEs, developments in acute/post-acute provider relationships and the use of physician extenders in NFs to prevent re-hospitalizations and enhance care.
Kimber Latsha, Managing Shareholder, and Peter Wilson, Senior Associate, Latsha Davis & McKenna, Mechanicsburg, PA
4:30 – 5:30 p.m.
Closing General SessionEnriching our Livesfeaturing Jeremy Bloom
They have helped me develop my
leadership skills and also helped me develop
skills of those who work with me as leaders in senior living services.”
24 Visit www.LeadingAgePAconference.org to view our event site.
Friday, June 21
7:15 – 8:15 a.m.
Films on AgingLive Outside the Stigma
Richard Taylor, Phd (Psychology), has lived with the symptoms of early-onset dementia for the past 10 years. In this film, Dr. Taylor speaks from his heart about the myths and stigmas about dementia and appeals for a more humane, compassionate and psychosocial approach to caring for people who have the disease. He shares his heartfelt insights and frustrations about how our society can change the way it responds to people with this devastating illness.
8:30 – 10:00 a.m.
Education Sessions (E)
5-E. Reinventing Dining and Social Spaces in Today’s Marketplace❉ Understand how dining venue choices, community spaces and
contemporary fitness areas impact occupancy levels.
❉ Learn how one community reinvented existing community spaces into areas that invite participation and encourage use and socialization.
❉ Obtain the tools necessary to successfully reinvent tired existing space into vibrant areas while preserving operational and financial stability.
Chris Anthony, Director of Dining Nutrition Services, and Bruce Hartshorne, Executive Vice President, Operations, Tel Hai Retirement Community, Honey Brook, PA; John Houck, Project Architect, RLPS Architects, Lancaster, PA
12-E. Non-Pharmacologic Interventions for Dementia Care N
❉ Recognize common intrinsic and extrinsic triggers that increase the likelihood of challenging behaviors in residents with dementia.
❉ Study non-pharmacological, person-centered approaches to managing dementia-related behaviors in skilled nursing, assisted living and other settings.
❉ Identify the responsibilities of nursing staff, including assessing medication regimens and acting as advocates for residents with dementia.
Ruth Bish, Nurse Educator, Consultant, Kendal Outreach, Du Bois, PA; Karen Russell, Regional Coordinator, The Kendal Corporation, Kennett Square, PA
19-E. Repositioning Nursing Homes in Today’s Marketplace T
❉ Examine the expanding financial alternatives currently available to reposition new and existing nursing homes.
❉ Hear how two Pennsylvania providers used incremental approaches and economies of scale to affordably finance skilled nursing repositioning projects.
❉ Discuss design solutions to transform an institutional care facility into a residential care residence in an economical and timely manner.
Michael Martin, Managing Partner, RLPS Architects, Lancaster, PA; Dan McKee, CFO, Lutheran Community at Telford, Telford, PA; Aaron Rulnick, Principal, HJ Sims, Potomac, MD
25-E. Retirement Plan Regulations: New Disclosure Requirements
❉ Receive a detailed overview of the new disclosure rules and requirements for retirement plan service providers.
❉ Understand the roles, risks and responsibilities that employers and employees need to be aware of to remain compliant.
❉ Consider the role of fiduciaries with respect to plan-related decisions regarding investments, service providers, plan and general ERISA compliance issues.
Booker Moore, President & CEO, and Thomas Muldoon, Director, Retirement Investment Services, L. R. Webber Associates, Duncansville, PA
25SAVE MONEY—Reserve your hotel by May 3 to receive the group rate.
38-E. Software Solutions to Support Financial and Clinical Practices
❉ Study a multisite organization’s successful implementation of an integrated financial and clinical information system.
❉ Discuss ways workflow practices were updated and standardized as a result of the software conversion.
❉ Evaluate how well your organization is tracking and measuring financial performance and clinical outcomes.
Jeff Boland, Partner, Reinsel Kuntz Lesher, Lancaster, PA; Chip Burns, President & CIO, and Michael Connell, CFO, Asbury Communities, Germantown, MD
45-E. Competitive Collaboration
❉ Hear how 17 competing CCRCs collaborated to create a group open house to promote their communities and recruit future customers.
❉ Learn how these CCRCs promoted the joint special event through multiple marketing channels, including direct mail, web, public relations and ads.
❉ Explore ways the combined purchasing power of several communities resulted in ongoing synergy and noteworthy results.
Connie Buckwalter, Director of Marketing, Mennonite Home Communities, Lancaster, PA; Susan Doyle, Director of Marketing, Homestead Village, Lancaster, PA; Deb Laws-Landis, Director of Community Relations, Landis Homes, Lititz, PA; Clair Leaman, Senior Account Executive, DavCo Advertising, Kinzers, PA; Christina Gallagher, Director of Marketing, St. Anne’s Retirement Community, Columbia, PA
51-E. Assisted Living Residences and Personal Care Home Issues Forum
❉ Understand the key regulatory differences between assisted living residences and personal care homes.
❉ Analyze the major regulatory areas in which the two settings differ, including service packages, excludable conditions, supplemental health care services and informed consent.
❉ Consider the impact of the regulatory changes on providers since January 2011 with a focus on assisting providers in assessing which license best applies to their operations.
Nicholas Luciano, Legislative Counsel, LeadingAge PA, Mechanicsburg, PA; Ron Melusky, Director, Office of Adult Residential Licensure, Department of Public Welfare, Harrisburg, PA
31-E. Positioning Your Organization for the ACO Environment T
❉ Discover critical strategies to enhance your desirability as a partner in the new managed care and ACO environment.
❉ Recognize the importance of tracking quality improvement outcomes over time to share with potential acute care partners.
❉ Realize effective ways to share key information with large health care systems and position your organization as a strategic partner.
Kenneth Brubaker, Director of Geriatrics, Lancaster General Health System, Mount Joy, PA; Vicki Gillmore, Executive Director, Masonic Village at Elizabethtown, Elizabethtown, PA
I developed the passion that I have today.
A passion that is far greater than had I not
been exposed to their [LeadingAge PA’s] example.”
Jim Bernardo
I have met so many good friends, colleagues,
business associates. I really feel like I have a whole host of contacts as
we face the challenges in senior living. I don’t have to face those alone.”
26
10:30 a.m. – 12:00 p.m.
Education Sessions (F)
6-F. A Team-Driven Approach to Project Development T
❉ Examine the ideas and principles behind a non-linear approach to the traditional project planning process.
❉ Discuss areas of opportunity for collaboration among all project stakeholders and a holistic approach to project development.
❉ Take a look at how one PA community successfully integrated project goals with design, marketing, construction, financing and operations.
Brad Boal, Senior Associate & Project Manager, Noelker and Hull Associates, Chambersburg, PA; Rodney Fenstermacher, Corporate Director of Construction & Environmental Services, Presbyterian Senior Living, Dillsburg, PA; Jeffrey Sturla, Vice President of Preconstruction, Benchmark Construction Company, Ephrata, PA
13-F. A CCRC’s Culture Change Journey N
❉ Hear how one organization decided to partner with an experienced culture change provider to help transform its organizational culture.
❉ Compare and contrast the different methodologies used to implement a culture change initiative across all levels of a CCRC.
❉ Learn how to develop the infrastructure needed to support sustainable culture change transformation in residential living, assisted living and skilled care settings.
Janet Dykstra, Director of Nursing, Wilson Health Care Center; Christy Kramer, Administrator, Asbury Methodist Village, Gaithersburg, MD; Jim Kinsey, Consulting Services Specialist, Planetree, Mechanicsburg, PA
Visit www.LeadingAgePAconference.org to view our event site.
20-F. Mergers and Acquisitions: Issues to Consider
❉ Receive an overview of factors to consider when looking into merger and/or acquisition opportunities for your organization.
❉ Discuss the reimbursement and tax considerations that accompany merger and acquisition agreements.
❉ Explore strategies to employ when choosing affiliation opportunities to ensure the continued viability of your organization.
Jeffrey Davis, Vice President of Finance & CFO, Presbyterian Senior Living, Dillsburg, PA; Keith Frndak, President & CEO, Concordia Lutheran Ministries, Cabot, PA; James Hunt, Managing Partner, and Jeff Petrell, Partner - Director of Tax Services, Carbis Walker, New Castle, PA
26-F. Employee Health Benefits: Options and Outcomes under Health Care Reform
❉ Learn about the impact of the new health care reform law on employee health insurance benefits programs.
❉ Understand the pros and cons of offering employee coverage, participating in state exchanges or paying penalties for non-participation.
❉ Discuss eligibility rules and timetables, discounts for participation in wellness programs and permissible fees for unhealthy behaviors.
Booker Moore, President & CEO, and Beckie Beck, Executive Vice President, L. R. Webber Associates, Hollidaysburg, PA
Friday, June 21
27
46-F. Employees as Customer Service Brand Ambassadors
❉ Learn ways to clearly define employee behaviors that result in a great workplace culture and customer service.
❉ Obtain tools and methods that can be used to introduce the idea of delivering a customer “experience” to residents and family members.
❉ Examine how one organization engaged its workforce across 36 communities to deliver a branded customer experience.
John Cochrane, President & CEO, be.group, Glendale, CA; Gregg Lederman, Managing Partner, Brand Integrity, Rochester, NY
52-F. Protecting Your PA Tax-Exempt Position T
❉ Review recent decisions by Pennsylvania Appellate Courts and their impact on not-for-profit aging providers’ property and sales tax exemptions.
❉ Understand each of the five prongs to qualify as an Institution of Purely Public Charity under both statutory and constitutional standards.
❉ Gain strategies for protecting your organization’s exempt status for current and future years, including payment in lieu of tax agreements.
Thomas Bowen, Attorney, State & Local Tax Chair, Stevens & Lee, Harrisburg, PA; Pamela Formica, CFO, Brethren Village, Lancaster, PA
SAVE MONEY—Reserve your hotel by May 3 to receive the group rate.
32-F. Making Innovation Work T
❉ Recognize the implications of economic and consumer demographic pressures for senior living providers.
❉ Discover new frameworks for innovation that aging services providers can use to adapt and thrive in a dynamic marketplace.
❉ Hear examples of how “ambidextrous organizations” are responding to a changing marketplace by fostering a variety of “disruptive innovations.”
Ryan Frederick, Principal, Point Forward Solutions, Baltimore, MD; Lori Peterson, Founder, Collaborative Consulting, Mill Valley, CA; Paul Winkler, President & CEO, Presbyterian Senior Care, Oakmont, PA
39-F. Energy and Sustainability Best Practices
❉ Consider how energy conservation measures can contribute to the well-being of staff, residents and family members.
❉ Find out ways energy can be actively managed to produce cost savings, budgeting certainty and sustainable benefits.
❉ Realize why consumers are using energy management and sustainable practices to drive their senior living decisions.
Gene Benton, Area General Manager, Sodexo Senior Living, Lusby, MD; Michael Chudecke, Regional Director - Energy & Construction, Sodexo North American Solution Center, Atlanta, GA
MatthewOathout
28
12:30 – 2:00 p.m.
Education Sessions (G)
7-G. Navigating Regulatory Barriers to Person-Centered Renovations
❉ Consider the design and construction challenges associated with renovating an occupied nursing facility, including the impact on staff and residents.
❉ Understand the importance of collaboration with code and license authorities about person-centered living spaces.
❉ Discuss how to navigate the regulatory requirements of the 2012 Life Safety Code to support culture change initiatives.
Beth Bossert, Administrator of Health Care Services, Masonic Villages of Grand Lodge of Pennsylvania, Elizabethtown, PA; Daniel Godfrey, Associate, RLPS Architects, Lancaster, PA; Charlie Schlegel, Life Safety Code Administrator, Pennsylvania Department of Health, Harrisburg, PA
14-G. Interdisciplinary Initiatives in Long-Term Care N
❉ Recognize the importance of implementing creative interdisciplinary initiatives to meet the needs of individuals with dementia and improve clinical outcomes.
❉ Consider the key components of resident-centered interdisciplinary practices and strategies for achieving effective team interventions.
❉ Hear about three programs that incorporate innovation and collaboration as a means of improving quality of life and resident satisfaction.
Kelly Carney, Executive Director, Dementia Care Center, Phoebe Ministries, Allentown, PA; Josh Crandall, Director of Partnership Development, Cura Hospitality, Orefield, PA; Sue Schlener, Director of Nursing, Phoebe Wyncote, Wyncote, PA
33-G. Expanding into the HCBS Market T
❉ Discover the broad array of home and community-based services (HCBS) that are part of the long-term care continuum.
❉ Analyze the issues to consider when developing an HCBS program, including who to partner with to successfully enter the market.
❉ Identify the lessons learned from one organization’s mistakes and successes in achieving HCBS strategic objectives.
Geoff Gehring, Assistant Vice President, and Joan Hatley, Director of Marketing, Senior Independence - OPRS, Columbus, OH
40-G. Creating a Culture of Safety through Accountability Partnerships
❉ Explore the impact a culture of safety has on finances, quality of care and resident and staff satisfaction.
❉ Consider how creating evaluation and accountability partnerships among team members can significantly reduce worker’s compensation claims and minimize future risk.
❉ Learn how to use regular objective assessments to develop staff’s critical thinking skills and hold everyone accountable to the organization’s culture of safety.
Philip Burkholder, Executive Director, United Zion Retirement Community, Lititz, PA; Joe Caracci, President/CEO, Monarch Risk Management, Lititz, PA
53-G. Surviving the Medicaid Maze
❉ Discuss specific admission practices designed to advise incoming residents of the Medicaid process and avoid issues when applications are filed.
❉ Understand the application and appeal process with a focus on how to use the legal process to prevent Medicaid denials.
❉ Realize the need to develop policies and procedures to effectively address the new Medicaid regulatory and legal landscape.
Bradley Schutjer, Co-Founder, Schutjer Bogar, Harrisburg, PA
Friday, June 21
Visit www.LeadingAgePAconference.org to view our event site.
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Education Sessions 1.5 hours each (A, B, C, D, E, F and G sessions)
Films on Aging 1.0 hour each
General Sessions 1.5 CE hours (opening and Thursday morning general sessions)
1.0 CE hour (Wednesday afternoon and closing general sessions)
Pre-conference Workshop 3.5 hours (55-P)
Continuing Education CreditsCE credits can only be obtained for one session per timeframe.
Certified Aging Services Professional (CASP)Retirement housing professionals may use continuing education credits from this meeting toward recertification renewal.
Finance ProfessionalsLeadingAge PA is registered with the Pennsylvania State Board of Accountancy. There are 25 credit hours available in the “specialized knowledge and applications” subject areas.
Human Resources ProfessionalsLeadingAge PA is not able to offer SHRM/HRCI pre-approved continuing education credits for HR professionals because provider status for pre-approved programs is only granted to national organizations. Human resources professionals attending the 2013 LeadingAge PA Annual Conference seeking recertification credits are advised to consult the HRCI Handbooks (www.hrci.org) regarding the self-submit process.
National Certification Council for Activity ProfessionalsLeadingAge PA has applied for approval of a selection of concurrent sessions for Activity Professionals. The final list of approved sessions will be available at the conference.
Nursing Home AdministratorsLeadingAge PA has applied for 22 continuing education clock hours by NAB/NCERS. The Pennsylvania State Board of NHAs has final authority on the acceptance of individual courses. Final information will be posted at www.LeadingAgePAconference.org as soon as it becomes available.
Nursing Continuing Education Contact Hours This activity has been submitted to the PA State Nurses Association for approval to award contact hours. PA State Nurses Association is accredited as an approver of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation.
PA Licensed Personal Care Providers (LPC)
As a NAB certified sponsor, LeadingAge PA can offer continuing education credits for PA personal care home administrators only in content areas from the domains of practice for residential care/assisted living core of knowledge. According to the revised 2011 DPW regulations for personal care home administrators, DPW will accept courses approved by the National Administrators Board/ National Continuing Education Review Service. A final list of applicable sessions will be available at the conference.
PA State Board of Social WorkersLeadingAge PA has applied for approval of a selection of concurrent sessions for social workers. The final list of approved sessions will be available at the conference.
SAVE MONEY—Reserve your hotel by May 3 to receive the group rate.
Continuing Education Policy
LeadingAge PA must abide by the rules and regulations of all applicable professional accrediting boards and agencies as a condition of continued approval as a continuing education (CE) provider. As such, credit cannot be provided to attendees who arrive to sessions late, leave early or are otherwise not present for the duration of presentation (the Q&A and interactive components are considered part of the credit hour content).
Credit can only be obtained for one session per timeframe. An electronic system is used to record and verify attendance at all sessions where CE credits are offered, and a certificate of attendance will be mailed within four weeks of the conference based on the session attendance data obtained onsite.
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Registration informationTo register on site, please come to the LeadingAge PA registration area, located in the Chocolate Lobby, during these hours:
Registration ConfirmationYour registration will be confirmed by e-mail if you have provided an e-mail address on your registration form.
If you do not receive your registration confirmation within two weeks of the date sent, or if you have other registration questions, please e-mail [email protected] or call us at 514-798-1936.
Badges and TicketsPlan ahead and save time! Attendees who register by May 3rd will have their conference badge and tickets mailed to them.
Registration PaymentWe are unable to process registration forms received without payment. You may pay your registration fees by American Express, MasterCard, VISA or check.
Check payments need to have clear indication of whom the check is covering payment for. If the check is covering multiple registrations, please indicate each individual’s name. Checks should be made payable to “LeadingAge PA.”
Special instructions for Faxed and Online RegistrationsCredit card payment is the ONLY method accepted for faxed and online registrations. Please do not mail the original form if you previously faxed your registration or registered online. This results in a duplicate charge to your credit card. LeadingAge PA cannot be responsible for interest charges that may result.
Registration Changes To make changes, please e-mail [email protected] or make changes directly on your confirmation letter and fax to 514-798-1941.
Cancellation/Refund Policy and Cancellation noticePlease submit all cancellation requests in writing by email to: [email protected]; fax to: 514-798-1941 or by mail to: LeadingAge PA Registrar, c/o Showcare Event Solutions, 1200 G Street, NW, Suite 800, Washington, DC 20005-6705.
On or before May 3, 2013 – full refund less $90 processing fee
May 4 – June 7, 2013 – 50% refund of total file
On or after June 8, 2013 – No refund
We cannot accept cancellations by phone.
Your cancellation will be acknowledged by e-mail. If you do not receive an acknowledgement within two weeks of sending in your cancellation, please call the LeadingAge PA Registrar to verify receipt.
Registration fees and any duplicate charges to your credit card will be refunded upon approval of refund. All check refunds will be processed 4 to 6 weeks after the meeting.
Due to the current hotel policies, LeadingAge PA is financially responsible for the expenses of those attendees who cancel without adequate notice. Our refund policy realistically reflects these additional expenses to the association.
Tuesday, June 18 12:00 – 5:00 p.m.
Wednesday, June 19 7:00 a.m. – 5:00 p.m.
Thursday, June 20 7:00 a.m. – 5:00 p.m.
Friday, June 21 7:00 a.m. – 12:00 noon
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Registration Options3 Ways to Register Online:
Save time—register online at www.LeadingAgePAconference.org and submit credit card information*
Mail:
Complete the registration form, include payment and mail to:
LeadingAge PA Registrar, c/o Showcare Event Solutions, 1200 G Street, NW, Suite 800, Washington, DC 20005-6705
Fax:
Complete your registration form, include credit card information and fax to: LeadingAge PA Registrar: 514-798-1941*
*No need to follow up with another copy by mail.
Full Participant– $399*❉ All general sessions and education sessions Wednesday
through Friday
❉ Exposition entry
❉ Continental breakfast and lunch each day
❉ “Cheers to ’63” Party
Multiple Full Participants– $349*❉ Register four or more people from the same facility/campus
and save $50 per person for full participant registration only
❉ Payment for all full participants from the same facility/campus must be sent in (faxed or mailed) together to receive this discount
❉ Package includes all benefits listed in the full participant category
Daily Participant– $199* (Wed–Thurs) $189* (Fri)❉ All general sessions and education sessions applicable
to day registered
❉ Exposition entry applicable to day registered
❉ Ticket to “Cheers to ’63” Party must be purchased separately.
Students/Retired Administrator– $149❉ Full Participant benefits—does not include continuing
education credits
❉ Ticket to “Cheers to ’63” Party must be purchased separately.
*Early registration Member fee only; see p. 32 for other fees.
VALuE PACK — Gain Access to the Complete Education ProgramSelect the Value Pack as part of your registration and gain access to the complete LeadingAge PA audio recordings and presentation materials (provided by speakers) at a discounted rate ($100).
This special price offer is only guaranteed as a pre-conference registration option.
The VALUE PACK includes:
❉ Conference registration applicable to the category/price you select
❉ $100 to access education session recordings and presentation materials via the Live Learning Center.*
*As released by speakers for inclusion; please allow 3 weeks post conference for processing. Orders are automatically processed as online streaming if not specified.
CATEGORy MEMBER FEES nOn-MEMBER FEES
Pre-Conference Workshop Tuesday, June 18 (fee per workshop)
55-P. Collaborative Relationships – Senior Living Opportunities and Strategies
Early Registration Fee (May 3)
Full Registration Fee (after May 3)
$99 $99 $149
Full Participant $399 $649
Multiple Full Participants(4 or more from the same facility/campus—save $50 per person) All participants must register at the same time.
$349 $599
daily Participant**
❉ Wednesday, June 19
❉ Thursday, June 20
❉ Friday, June 21
$199
$199
$189
$249
$249
$239
$289
$289
$279
Student/Retired Administrator** (Full Participant) Does not include continuing education credits.
$149 $149 $149
SPECiAL EVEnTS
Golf TournamentTuesday, June 18 $110 (per person)
“Cheers to ’63” PartyWednesday, June 19 $75 (per person) (1 ticket included with Full Participant categories)
**Special Event tickets are not included in this registration category.
Registration Fees
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Hotel informationHershey® LodgeWest Chocolate Avenue & University Drive Hershey, PA 17033 Tel: 717-533-3311 Fax: 717-533-9642
The Hershey® Lodge is the official
site for the 2013 LeadingAge
PA Annual Conference. The
center offers a full complement
of amenities, including three
restaurants, a spa, golf club and
full-service business center. The
rural Pennsylvania Dutch heritage
of the area is reflected in the high
post and beam ceilings, exposed
stonework and comfortable
furniture.
A massive fieldstone fireplace forms
the centerpiece of the spacious
lobby—a memorable place to meet,
gather and relax.
Important!
LeadingAge PA continuously strives to use your member dollars wisely. This effort continues at our Annual Conference. In order to ensure that members have enough hotel rooms at Hershey® Lodge, LeadingAge PA guarantees those rooms to the hotel. Rooms booked by attendees and then cancelled within days of the Conference become the financial responsibility of LeadingAge PA and in addition cause other members to stay in overflow hotels. Each year, the amount of rooms booked and cancelled has increased, therefore this year; LeadingAge PA is asking all conference attendees and exhibitors to please do the following:
❉ Block conservatively, only reserving rooms for those who are confirmed to attend the conference.
❉ If you must cancel, please do so at least 7 days ahead of your scheduled arrival date, giving us time to sell the room to another attendee, therefore minimizing any financial penalty, otherwise a one night charge plus tax will apply.
❉ An individual name will be required for every reservation. Room blocks will not be permitted under one name or one organization.
Make your Hotel ReservationTo make hotel reservations, contact the Hershey® Lodge at 717-533-3311 and request a room under the LeadingAge PA block. Make your reservations by May 3rd to receive the special LeadingAge PA group rate of $199, plus applicable taxes (single or double guest room). After this date, reservations will be accepted on a space and price available basis. Check-in time is 4:00 p.m. and check-out time is 11:00 a.m.
depositOne night’s deposit including tax is required for each room reservation. A credit card must be used for this purpose.
Hotel Changes or CancellationsTo make changes to your reservations, please call the hotel directly. To avoid cancellation charges, cancel no later than seven days prior to your arrival date otherwise a one night charge plus tax will apply.
Raise a glass to LeadingAge PA and join us for “Cheers to ’63”, our retro-inspired 50th anniversary party.
Wednesday, June 19 from 6:00 – 10:00 p.m. at The Hershey® Country ClubDon’t miss out on our celebration complete with ‘celebrity’ icons, music from the day and a 50th themed cake contest.
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Cheers to ’63!
Grab a cocktail and come prepared to:
❉ Linger at our retro Candy Bar complete with favorites from a bygone era.
❉ Drop your card in the bucket for a chance to score from our vintage prize table.
❉ Network with colleagues and friends.
❉ Spin the infamous LeadingAge PA wheel for your shot at some outstanding awards and prizes.
❉ Feast on 60s fare. Can anyone say ambrosia?
Be there or be square — we looking forward to seeing you at this very special event!
Please indicate your intent to attend by marking the “Cheers to ’63” Party box on the registration form. One ticket is included with all Full participant categories. An additional fee of $75 is required for other registration categories.
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Golf TournamentTuesday, June 18This year’s Golf Tournament will be held at the
Hershey Country Club East Course.
This par-71 East Course is a golf enthusiast’s
dream featuring raised greens, three man-made
lakes, and more than 100 bunkers. The East
Course stretches 7,061 yards, has a rating of
74.5 and a 136 slope. The course has hosted
several PGA Tournaments, including the recent
Nationwide Tour Reese’s Cup Classic.
Golf SponsorsSpecial thanks to the following companies for these golf sponsorships:
Gold Sponsor
The Benecon Group
Silver Sponsor
Brockie Pharmatech
M & T Bank
Prelude Services
Ziegler
Bronze Sponsor
Healthsense, Inc.
Golf Tees
Benchmark Construction Company, Inc.
CCS Building Group
Design Point, Inc.
HPFI Purchasing Consutant
LCS
Registration and lunch for this year’s tournament will begin at 12:00 noon followed by a shot gun start at 1:00 p.m. The cost is just $110 per participant and includes an enhanced bag drop, use of range and balls, full use of the Hershey Club House, greens fees, cart, lunch and refreshments, and a small awards reception. Golf clubs are available for a rental fee. Arrangements must be made directly with the Pro Shop.
PrizesTournament prizes awarded for various flights, as well as longest drive, closest to pin, by gender and more!
The first person who scores a hole-in-one on the specially designated par-three hole will win $10,000. Other hole-in-one winners will also be awarded prizes.
Golf CancellationsAny cancellations received prior to June 10 will receive a full refund; substitutions are accepted. On or after June 10, walk in substitutions will be accepted but no refunds will be allowed. All cancellations must be received in writing; refunds are issued after the conference.
1100 Bent Creek Boulevard Mechanicsburg, PA 17050
Non-Profit Org. U.S. Postage
PAIDPermit No. 356
York, PA
