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A CONFERENCE YOU CAN’T-MISS
The LeadingAge Annual Meeting is a one-of-a-kind conference experience you won’t
want to miss! See what’s in store for 2023.
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A CONFERENCE YOU CAN’T-MISS
The LeadingAge Annual Meeting is a one-of-a-kind conference experience you won’t
want to miss! See what’s in store for 2023.
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A CONFERENCE YOU CAN’T-MISS
The LeadingAge Annual Meeting is a one-of-a-kind conference experience you won’t
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A CONFERENCE YOU CAN’T-MISS
The LeadingAge Annual Meeting is a one-of-a-kind conference experience you won’t
want to miss! See what’s in store for 2023.
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A CONFERENCE YOU CAN’T-MISS
The LeadingAge Annual Meeting is a one-of-a-kind conference experience you won’t
want to miss! See what’s in store for 2023.
‹›
LEARN. NETWORK. DISCOVER.
The aging services field is getting more complex. To best serve older adults,
you need to provide the most innovative programs and services. You also need to
know what’s new and what’s working for others to effectively meet the
expectations of your current and future clients and residents. At the LeadingAge
Annual Meeting, you’ll engage with the foremost experts, discover programs and
best practices, experience innovative products and services in E2 (Experience
Expo), and so much more.
LEARN MORE
E2 : EXPERIENCE EXPO
E2 is comprised of seven learning communities with more than 400 interactive
exhibits delivering hands-on experiences of life-changing products and services.
Eateries, community lounges, and interactive content allow attendees to explore
solutions across the field of aging.
LEARN MORE
EXPLORE WHAT’S IN STORE
The LeadingAge Annual Meeting is unlike any other conference you’ll attend. It
offers you the opportunity to tailor your experience to match your interests,
job functions, areas of specialization—and those of your organization.
Ready to explore all of the interesting and enriching activities we have
planned? Browse our all-new Experience Guide or download as a PDF and begin
planning your time in Chicago!
Explore Now
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SESSIONS
Monday, November 06, 2023
Tuesday, November 07, 2023
Wednesday, November 08, 2023
All Days
Sunday, November 05, 2023
Monday, November 06, 2023
Tuesday, November 07, 2023
Wednesday, November 08, 2023
All Days
Sunday, November 05, 2023
Monday, November 06, 2023
‹›
Filter By:
Track
Aging Services Technologies
Design Strategies & Solutions
Diversity, Equity & Inclusion
Governance & Leadership Development
Growth & Mission Advancement
Marketing & Communications
Operations & Performance Improvement
Person-Directed Well-Being
Policy, Compliance & Legal Issues
Recruitment, Retention & Culture
* Sunday, November 05, 2023
1:00-2:00 p.m
1-A. Let’s Get Technical!
SUNDAY, NOVEMBER 05, 2023
1-A. Let’s Get Technical!
No matter what cutting-edge technology innovations you plan to implement in
your organization, your chances for success will come down to one word:
infrastructure. Does your organization have the building blocks in place to
use technology? Does your technology infrastructure work smoothly on a
day-to-day basis? This technical session will explore best practices for
creating and sustaining a modern aging services community by ensuring the
integrity and reliability of your network and telecommunications
infrastructure, data management, and environmental monitoring. Presenters
will prepare you to use these best practices to meet the technology needs of
your residents and staff while protecting your systems from cyber threats.
* David Finkelstein, CIO, RiverSpring Living
* Kurt Rahner, VP of Information Technology, The Kendal Corporation
* Scott Code, Vice President, CAST, LeadingAge
15-A. Redeveloping for the Middle Market: The Secret to Success
SUNDAY, NOVEMBER 05, 2023
15-A. Redeveloping for the Middle Market: The Secret to Success
Imagining, planning, and implementing a 10-year, $250 million campus
redevelopment is not for the faint of heart. But such a project can succeed
with the right partners, engaged residents, meticulous planning, and
cost-control strategies. This session will feature the inspiring story of
Wesley Des Moines, a 70-year-old senior living community in Washington state
that redeveloped its campus to meet the needs of a younger, middle-income
market. Presenters will outline key steps in the redevelopment process,
including their decision to add 100 independent apartments to the campus
while reducing skilled nursing care beds by half. Learn the financial
benefits of transitioning from health care to independent living and gain
tips for reaching your middle-income market by converting residency contracts
from life care to market rate rental.
* Christine Tremain, Vice President of Marketing and Development, Wesley
* Jill Krance, Principal and Partner, Insite Architects
* Marc Streleski, Senior Project Manager, Walsh Construction Co./WA
* Stephen Nornes, Senior Project Development Manager, Senior Housing
Partners
28-A. Providing Equitable, Person-Centered Care for Veterans
SUNDAY, NOVEMBER 05, 2023
28-A. Providing Equitable, Person-Centered Care for Veterans
Understanding the unique experiences and needs of military Veterans is
critical to providing them with equitable and quality care across all care
settings. During this session, leaders from the Veterans Health
Administration will outline how their agency is prioritizing the delivery of
quality, person-centered care for all Veterans. Presenters will explore the
unique needs of older adult Veterans experiencing post-traumatic stress
disorder, those living with dementia, and suicide risks. They will also
present strategies for creating affirming and welcoming environments for the
growing number of older Veterans who identify as LGBTQ+. Participants will
learn how to implement policies and procedures to help their organizations
prepare for and provide inclusive, age-friendly care for our growing and
changing older adult population, both Veteran and civilian.
* Kimberly Church, Age-Friendly Systems National Lead, United States
Department of Veterans Affairs
* Amanda Merski, National Program Manager, Community Nursing Home Quality &
Oversight, United States Department of Veterans Affairs
40-A. Helping Your Board Change Before It Must
SUNDAY, NOVEMBER 05, 2023
40-A. Helping Your Board Change Before It Must
It’s not always easy to understand the changing and complex environment in
which aging services organizations operate. As a result, an increasing number
of organizations wait too long to hold critical discussions about their
future, acting only when serious issues can no longer be ignored. To ensure
organizations “change before they must,” aging services CEOs must provide
board members with the information they need to engage in critical
discussions and make decisions about organizational change. This session will
highlight the techniques several LeadingAge member organizations use to help
their boards embrace change. Participants will take home tools to help their
boards evaluate current trends and review future scenarios for financial and
organizational health. Don’t miss this chance to help your board move from
understanding to action.
* Stephen Fleming, President & CEO, The Well-Spring Group
* Tim Webster, President and CEO, Brightspire
* Diane Burfeindt, Managing Principal, Trilogy Connect
54-A. PACE and the Power of Partnerships
SUNDAY, NOVEMBER 05, 2023
54-A. PACE and the Power of Partnerships
Nearly 26 million Americans aged 50 and older live alone, up from 15 million
in 2000. This demographic trend points to the need for a new approach to
supporting a growing population of older adults who are aging in the
community. The Program of All-Inclusive Care for the Elderly (PACE) provides
a viable way to support these older adults, especially when PACE providers
work with community partners to ensure that PACE participants have access to
quality housing and healthcare. This session will highlight the integral role
that organizations providing housing support and assistance play in the
success of PACE programs. You’ll also learn how PACE programs work with
healthcare providers to coordinate participant care, prevent unnecessary
hospitalizations, and ensure that participants receive the support they need.
* Stephen Gordon, CEO, Edenbridge PACE
* Aileen Tinney, CEO/President, Keswick Multi-Care
55-A. Strategies for Securing Your Market Share and Your Future
SUNDAY, NOVEMBER 05, 2023
55-A. Strategies for Securing Your Market Share and Your Future
Is your organization striving to maintain its market share and remain
relevant to consumers? Then it must undertake new developments, implement
significant expansions, and grow its home and community-based services. This
session will highlight growth trends expected to affect the next generation
of senior living communities. Presenters, including representatives of
LeadingAge Gold Partner Greystone, will explore how providers are
repositioning and expanding existing assets so they can respond to the
changing consumer mindset. Don’t miss this opportunity to identify a path to
growth that will help ensure your organization can continue making a
difference in the lives of older adults well into the future.
* Stuart Jackson, Executive Vice President, Greystone
* Brad Straub, Executive Vice President, Greystone
74-A. Turn Your Dining Program into Your Best Marketing Tool
SUNDAY, NOVEMBER 05, 2023
74-A. Turn Your Dining Program into Your Best Marketing Tool
Never underestimate the power of food in your senior living community. Your
dining program—what you serve, how you serve it, and how you tell your
culinary story—says a lot about your entire organization. It can
differentiate your community from the competition, elevate resident
satisfaction levels, and build a good workplace culture for your team. In
addition, putting cultural dishes on the menu can help reinforce your
community’s diversity, equity, and inclusion initiative. This session will
present ways to develop your dining brand and choose menu items that will
enhance your organization’s overall dining experience. Discover how you can
turn your dining program into your best marketing tool.
* Amanda Goldman, Healthcare Industry Sales Strategist, Gordon Food Service
* Matt Tremblay, Senior Culinary Director of Procurement, Northbridge
Companies
* Wendy LaBate, SVP Operations, AbleHearts
* Dana Fillmore, RD, Healthcare Marketing Manager, Gordon Food Service
75-A. Learn How to Shine in the Media Spotlight
SUNDAY, NOVEMBER 05, 2023
75-A. Learn How to Shine in the Media Spotlight
CEOs of aging services organizations carry out many tasks for which they’ve
been well-trained. But in recent years, CEOs have found themselves saddled
with a new responsibility that tests their comfort levels and their
self-confidence. They must regularly represent their organizations—and, by
extension, the field of aging services—in the news media. Establishing good
media relations is critical for your organization’s future, but it’s not
easy, even for the most seasoned executives. This session will introduce you
to the skills you need to give good interviews, speak in public, and deliver
your messages with maximum impact. Presenters will use role-playing to help
you put what you learn into practice. Take home tips to help you shine in the
media spotlight.
* Colleen Knudsen, Media Relations Manager, LeadingAge
* Susan Donley, Senior Vice President, Marketing and Communications,
LeadingAge
* Gwen Fitzgerald, Director, Public Messaging, LeadingAge
* Lisa Sanders, Sr. Director, Media Relations & Editorial, LeadingAge
89-A. Building a Sustainable Service Coordinator Budget
SUNDAY, NOVEMBER 05, 2023
89-A. Building a Sustainable Service Coordinator Budget
Research shows that service coordinators working in affordable senior housing
communities help improve the wellness and resiliency of residents. But
securing funding to employ a service coordinator isn’t always easy. This
session will provide an overview of the service coordinator workforce
landscape, policies that determine funding availability for service
coordinators, and processes involved in securing that funding. In addition,
learn best practices for building and submitting service coordinator budgets
that are more likely to receive approval from the U.S. Department of Housing
and Urban Development (HUD) and understand how you can meet HUD expectations
for service coordinator funding and financial reporting.
* Jennifer Truppa, Director of Social Services and Quality Assurance,
Embrace Living Communities
* Melissa Harris, Director of Government Affairs, American Association of
Service Coordinators
90-A. Enhancing Diversity While Outsourcing Facilities Management
SUNDAY, NOVEMBER 05, 2023
90-A. Enhancing Diversity While Outsourcing Facilities Management
Executives of single-site life plan communities are experts at providing care
and services to older adults but not necessarily experts at providing care
for community buildings. For this reason, it made sense for Bayview, a life
plan community in Seattle, to outsource the management of its facilities
department to Northwest Center, a nonprofit organization serving people with
disabilities. This session will highlight the partnership between Bayview and
Northwest Center, which supports its work by operating a portfolio of
businesses, including one offering comprehensive building services.
Presenters will describe how Northwest Center’s management increased the
efficiency of Bayview’s facilities department, improved staff and resident
satisfaction, reduced turnover, and enhanced Bayview initiatives to promote
diversity, equity, and inclusion.
* Tess Connor, Chief Growth Officer, Northwest Center
* Nancy Weinbeck, CEO, Bayview
* Phillip Smith, Facilities Director, Bayview
* Gene Boes, President and CEO, Northwest Center
107-A. SAIDO: How a Cognitive Intervention Influences Caregiver Satisfaction
SUNDAY, NOVEMBER 05, 2023
107-A. SAIDO: How a Cognitive Intervention Influences Caregiver Satisfaction
An evidence-based intervention called SAIDO Learning engages individuals with
memory impairment in structured mental exercises designed to disrupt their
dementia symptoms. During this session, two providers and a researcher will
describe their recent study of how the SAIDO Learning program affects
caregivers who help individuals complete their daily exercises. Presenters
will share findings from caregiver interviews they conducted to determine
whether SAIDO Learning contributes to caregiver job satisfaction, gives
caregivers a deeper knowledge of the individuals with whom they are working,
and impacts the services caregivers provide. Find out how to raise the level
of staff engagement in memory care programming using a widely available
engagement tool.
* Jill Ricker, Director of Operations, SAIDO, Covenant Living Communities
and Services
* Michele Shropshire, PhD, RN, Assistant Professor, Illinois State
University, Mennonite College of Nursing
* Christina Matzke, President & CEO, Sunset Senior Communities
122-A. A Leader’s Guide to Compliance and Process Improvement
SUNDAY, NOVEMBER 05, 2023
122-A. A Leader’s Guide to Compliance and Process Improvement
Now that the updated Requirements of Participation are in place, it’s time
for your organization’s nursing home administrator and director of nursing to
work together on a system-by-system review of critical processes relating to
your organization’s compliance and quality outcomes. During this session,
compliance experts will educate you about key strategies and tools for
compliance and process improvement. They’ll present three compliance systems
for your review and discuss key leadership strategies for successful
compliance outcomes. In addition, participants will take home a streamlined
resource that includes leadership guidance for achieving compliance, a system
implementation checklist, policies and procedures, and a training plan to
help your team carry out compliance activities. Join this interactive session
to learn key strategies for compliance and process improvement.
* Susan LaGrange, Chief Nursing Officer, Pathway Health Services Inc.
* Lisa Thomson, Chief Operating Officer, Pathway Health Services Inc.
123-A. Policy Update: Providing Care at Home Through Medicare
SUNDAY, NOVEMBER 05, 2023
123-A. Policy Update: Providing Care at Home Through Medicare
According to AARP, nearly 90% of adults over 65 want to remain in their homes
as they age. Much has been written about the strategies needed to address
this preference. But are those strategies reflected in current federal
policy? This session will answer that question by providing an update on
Medicare payment and regulatory policies that shape the ability of home and
community-based service agencies to care for older adults at home. Let the
LeadingAge Policy Team brief you on their advocacy activities around home
health, hospice program integrity, payment rules, and other opportunities to
reform and expand the home health and hospice sectors. Listen while team
members update you on what’s happening in Congress and at the Centers for
Medicare & Medicaid Services.
* Mollie Gurian, Vice President, Home Based and HCBS Policy, LeadingAge
* Katy Barnett, Director, Home Care & Hospice Operations and Policy,
LeadingAge
138-A. Tools to Help You Adapt to a Changing Labor Environment
SUNDAY, NOVEMBER 05, 2023
138-A. Tools to Help You Adapt to a Changing Labor Environment
Do you sometimes feel powerless to solve the labor crisis in your community?
Then you’ll be interested in this session, which will offer proven solutions
for improving recruitment and retention and strengthening your workforce.
Presenters will include representatives of two LeadingAge provider
organizations and an executive at KARE, a LeadingAge Gold Partner that
connects caregivers, nurses, and staff with senior care communities and
nursing homes. Don’t miss this opportunity to review data on what drives the
career decisions of frontline professional caregivers and gain tips and tools
to help you adapt to the changing labor environment and stabilize the
workforce in your community. You’ll soon be ready to translate great ideas
into decisive action.
* Laura Cambria, Senior Vice President, Operations, KARE
* Dana Ullom-Vucelich, Chief Human Resources Officer, Ohio Living
* Laurence Gumina, CEO, Ohio Living
* Terry Rogers, CEO, Westminster Communities of Florida , Inc.
2:45-3:45 p.m
2-B. Bringing Broadband to Affordable Housing: Challenges and Solutions
SUNDAY, NOVEMBER 05, 2023
2-B. Bringing Broadband to Affordable Housing: Challenges and Solutions
Affordable senior housing communities have long recognized the value of
providing internet access to their residents. Unfortunately, these
communities face significant infrastructure and financial barriers as they
try to give residents access to affordable and robust broadband service,
internet-enabled devices, digital literacy training, quality technical
support, and interactive, web-based content. This session will offer
solutions that housing communities can use to overcome these barriers.
Presenters will share details about two federal programs providing $44
billion in funding to enhance connectivity and digital inclusion efforts
across housing portfolios and communities. They will also explore steps for
building a coalition of cross-sector stakeholders that could develop
long-term approaches to increasing connectivity by removing regulatory and
operational barriers.
* Ginna Baik, Senior Business Development Manager for Senior Living, Alexa
for Senior Living
* Sean Gerner, Senior Program Director, EducationSuperHighway
* Michelle Norris, Exec. VP External Affairs & Strategic Partnerships,
National Church Residences
16-B. How Buildings Can Foster Inclusion for People with Dementia
SUNDAY, NOVEMBER 05, 2023
16-B. How Buildings Can Foster Inclusion for People with Dementia
Removing stigma and fostering inclusion can help people with dementia live
well in a senior living community. The design of community buildings must
play a critical role in advancing this vision. This session will highlight
two innovative building designs that support people living with dementia,
their care partners, families, and the broader community. One design promotes
freedom of movement and individual choice through free-flowing indoor and
outdoor spaces. Another design places a memory care neighborhood at the heart
of an independent living expansion, allowing all residents to use campus
amenities, participate in campus programs, and engage with one another.
Presenters will offer strategies for conducting an inclusive design process
and discuss the value of sharing memory care resources with the broader
community.
* Josh Van Den Berg, Chief Strategy Officer, Wisconsin Masonic Home, Inc.
* Dustin Julius, Designer, RLPS Architects
* Maley Hunt, COO & Residential Services Administrator, LiveWell
17-B. Harness the Power of Personalization in Life Plan Communities
SUNDAY, NOVEMBER 05, 2023
17-B. Harness the Power of Personalization in Life Plan Communities
Like any new homeowner, older adults moving into a newly constructed or
renovated life plan community want to personalize their new residences to fit
their unique tastes and preferences. The ability to customize a new home is
an important selling point that can accelerate a life plan community’s
occupancy. But personalization can also present challenges to team members
responsible for managing thousands of resident selections and customizations
while also working to honor project timelines and control administrative
costs. This session will offer clear guidance to help you enhance the
resident buying experience through personalization without causing project
delays or risking budget overruns. Take home actionable steps to help you
strengthen the competitive advantage of your next new construction or
renovation project.
* Brendan Baloh, Vice President, The Whiting – Turner Contracting Company
* Michelle Montroy, AVP, Development, Mather
* Suzanne Allen, Managing Partner, BlueFingerprint
29-B. Addressing Disparities Through COVID Vaccination
SUNDAY, NOVEMBER 05, 2023
29-B. Addressing Disparities Through COVID Vaccination
Older adults of racial and ethnic communities experienced disproportionately
higher rates of morbidity and mortality during the COVID pandemic than did
their white counterparts. Further, this population of older adults was less
likely to get the COVID-19 vaccine due to physical, language and economic
barriers, lack of insurance and limited access to healthcare. To address this
vaccine disparity, Community Catalyst, a health advocacy organization,
partnered with LeadingAge and community-based organizations to address
vaccine hesitancy and support national efforts to increase rates of COVID
vaccination among vulnerable older adults. Presenters at this session will
describe their role in the federal Partnering for Vaccine Equity Program,
funded by the Centers for Disease Control and Prevention, and the program’s
impact on racial and ethnic communities across the United States. They will
also outline their methods for addressing COVID-19 vaccine hesitancy in older
adults and raising awareness about COVID-19 and influenza vaccinations among
direct care professionals working with older adult populations.
* Sheree Keitt, Program Director, Community Catalyst
* Nicholle Cross, Strategic Manager, Vaccine Equity and Access Program,
Community Catalyst
* Tiffany Young, Senior Research & Evaluation Scientist, Lenell and Lillie
Consulting
41-B. Support Your Leadership Team During Executive Transitions
SUNDAY, NOVEMBER 05, 2023
41-B. Support Your Leadership Team During Executive Transitions
The field of aging services will soon have the largest cadre of newly minted
C-level executives and leadership teams in its history. Integrating these new
executives into well-established teams requires a support system that helps
team members grow and develop as leaders who can drive organizational
success. This session will highlight new approaches to creating
well-developed transition and coaching plans for leaders throughout your
organization. Participants will discover how to build higher-functioning
teams, improve retention of new executives and existing team members, and
facilitate individual and organizational growth. Listen as speakers describe
their personal experiences with transition and leadership support
initiatives, identify best practices in executive onboarding, and share
resources to help your leadership team grow and develop.
* Ann Gillespie, CEO, Collington – A Kendal Affiliate
* Elizabeth Feltner, Chief Executive Officer, Deffet Group, Inc.
* Erica Thrash-Sall, CEO, Horizon House
* Nancy King, Strategic Advisor, NKK, LLC
42-B. Support, Elevate, and Inspire Your Frontline Caregivers
SUNDAY, NOVEMBER 05, 2023
42-B. Support, Elevate, and Inspire Your Frontline Caregivers
Frontline professional caregivers are resilient, innovative, and hardworking.
Yet, many of these caregivers have complex and challenging lives outside of
work and need individual encouragement and support to envision and attain
their goals. Unfortunately, few organizations in the field of aging services
have clear and equitable systems to provide this support. During this
session, staff from the LeadingAge LTSS Center @UMass Boston and executives
of two Minnesota-based provider organizations will help you discover how peer
mentors, workforce development experts, and quality improvement models can
help you support, elevate, and inspire every team member in your community.
* Robyn Stone, SVP, Research/Co-Director, LTSS Center, LeadingAge
* Jenna Kellerman, Director of Workforce Strategy & Development, LeadingAge
* Christy Brinkman, Senior Administrative Leader, Essentia Health Oak
Crossing
* Amanda Gruber, Director of Life Enrichment, Three Links Care Center
56-B. There’s More Than One Way to Serve the Middle Market
SUNDAY, NOVEMBER 05, 2023
56-B. There’s More Than One Way to Serve the Middle Market
There’s more than one way to provide housing and services to middle-income
older adults who can’t afford to live in life plan communities but don’t
qualify for subsidized housing. During this session, representatives of
United Church Homes in Marion, OH, will share how they brought three types of
middle-market projects to life through an acquisition, a joint-venture
collaboration, and a ground-up development. Presenters will discuss the
features of successful middle-market projects and offer tips for creating an
“a la carte” menu of services that might feature service coordination, meals,
transportation, social engagement activities, technology, or emergency
response systems. Participants will view clips from a documentary about a
middle-market project for the 55+ LGBTQ population that was designed by the
community it will serve.
* Kenneth Young, Sr. Exec. V.P. Chief Development & Legal Officer, United
Church Homes
* Terry Spitznagel, Senior Vice President, Chief Growth Officer, United
Church Homes
* Nathan Bollinger, Director of Asset Development, United Church Homes
57-B. Stay or Go: What Should You Do with Your SNF?
SUNDAY, NOVEMBER 05, 2023
57-B. Stay or Go: What Should You Do with Your SNF?
Skilled nursing facilities (SNFs) are struggling to remain viable after the
COVID-19 emergency, and many organizations wonder if they should even stay in
the nursing home business. If you’re looking for a way to avoid making this
difficult decision, consider attending this session. Presenters will inspire
you to rethink your nursing home component through resizing or creative
repositioning. Hear directly from providers that faced this challenge
head-on. They’ll show you how to consider available options, engage your
board and staff, define a path forward, and deploy your strategy. Learn the
pros and cons of downsizing, repositioning, or exiting a SNF. Head home with
a framework to help you assess the current state of your SNF and explore a
path forward.
* Andy Edeburn, Managing Partner, Elder Dynamics
* Jerry Griffing, CEO, Lutheran Haven
* Ron Walvoort, Chief Executive Officer, Pine Haven Christian Home
76-B. Reframing Aging and Nursing Home Care
SUNDAY, NOVEMBER 05, 2023
76-B. Reframing Aging and Nursing Home Care
Nursing homes provide critical support and services. Yet, ageism and implicit
biases toward nursing homes often impede public support for policy changes
that could bring about needed reforms. Effectively communicating about aging
and nursing homes is a critical step in changing these attitudes. But first,
we need to understand how the public thinks about nursing homes. Using proven
framing techniques from the National Center to Reframe Aging, and a recent
brief from the Frameworks Institute, this session will explore how framing
aging-related issues and solutions more effectively can help us better
understand and counteract ageism and bias and garner support for age-friendly
policies and programs. Let presenters show you how you can change perceptions
of aging and older adults through effective communication.
* Hannah Albers, Program Director, National Center to Reframe Aging,
Gerontological Society of America
* Trish D’Antonio, Senior Director of Professional Affairs and Membership,
The Gerontological Society of America
* Moira O’neil, Senior Vice President of Research Interpretation, FrameWorks
Institute
91-B. Why HCBS Providers Need a Performance Management System
SUNDAY, NOVEMBER 05, 2023
91-B. Why HCBS Providers Need a Performance Management System
Reimbursement for home and community-based services (HCBS) is shifting
rapidly from a fee-for-service to a value-based care model. Given this sea
change, HCBS providers must learn how to tell their stories to funders,
consumers, payers, team members, and other stakeholders—and back up those
stories with impactful, supporting data. This session will show you how to
carry out data-informed performance improvement efforts. Learn the critical
steps involved in building and implementing a successful performance
management system. You’ll quickly appreciate how tracking key benchmarks and
identifying relevant outcomes and trends can help your organization manage
its strategic planning, marketing, advocacy, clinical performance, and
business operations. This session will focus on adult day services, but the
information will also apply to other HCBS service lines.
* Jed Johnson, Managing Director – Aging Services, CARF International
* Merle Griff, CEO, SarahDay Care Centers, Inc.
92-B. Renewable Energy Solutions for Life Plan Communities
SUNDAY, NOVEMBER 05, 2023
92-B. Renewable Energy Solutions for Life Plan Communities
Imagine if your life plan community generated 2.3 million kilowatts of clean
energy annually—the equivalent of 364 cars off the road, 2,002 acres of
forest preserved, and 190,328 gallons of gasoline unused. That’s what The
Village at Orchard Ridge, a National Lutheran Community in Winchester, VA,
hopes to achieve through the solar panels and electronic vehicle charging
stations it is installing on its campus. This session will provide details
about the commitment of National Lutheran Communities & Services to pursue
100% clean, renewable energy solutions. Explore the financial benefits that
solar projects can offer life plan communities and residents. Let presenters
tell you how to plan, build, and finance a solar project with minimal
disruption to community operations and resident life.
* Richard Mazza, President, Coach Lane Advisors, LLC
* Susan Dailey, Resident Board Member, National Lutheran Communities &
Services
* Cyndi Walters, CEO/President, National Lutheran Communities & Services
* John Loop, Executive Director, The Village at Orchard Ridge
* David Eisenbud, Senior Director of Business Development, Distributed Solar
Development (DSD) Renewables
108-B. Ensuring Behavioral and Mental Health Across the Continuum
SUNDAY, NOVEMBER 05, 2023
108-B. Ensuring Behavioral and Mental Health Across the Continuum
The Substance Abuse and Mental Health Services Administration reports that
20% of older adults will experience mental health issues, and up to 4.8% will
have a serious mental illness diagnosis during their lifetimes. Clearly,
behavioral and mental health must be a part of the conversation as we think
about the future of aging services. During this session, you’ll hear from
providers across the continuum who have implemented interventions to serve
older adults with behavioral and mental health needs, whether they live in
the community, in residential care settings, or in affordable housing.
* Alex Piriz Mookerjee, Executive Director, Westminster Communities of
Florida , Inc.
* Deidre DeLeo, Director Behavioral Health, Crisis and Assessment Programs,
VNS Health
* Mollie Gurian, Vice President, Home Based and HCBS Policy, LeadingAge
124-B. Attorney General Interventions in Senior Care Transactions
SUNDAY, NOVEMBER 05, 2023
124-B. Attorney General Interventions in Senior Care Transactions
In recent years, state attorneys general have increased their oversight of
business transactions involving aging services providers. While legal and
regulatory issues and solutions vary from state to state, attorneys general
are applying greater scrutiny and often imposing restrictions on mergers,
affiliations, leases, and other changes in control. The process can be
protracted, and the conditions imposed by attorneys general can narrow the
market of eligible buyers or affiliates. During this session, seasoned
attorneys from multiple states will offer their perspectives on this national
trend, analyze the underlying policy issues motivating state officials, and
discuss the potential uncertainties and procedural challenges that providers
will encounter when seeking to transfer control or ownership of care
settings.
* Pamela Kaufmann, Partner, Hanson Bridgett, LLP
* Glenn Fox, Exec VP and General Counsel, Acts Retirement-Life Communities,
Inc.
* Paula Sanders, Principal, Post & Schell, P.C.
139-B. What Are You Getting Wrong about Employee Retention?
SUNDAY, NOVEMBER 05, 2023
139-B. What Are You Getting Wrong about Employee Retention?
Providers of aging services agree that they have workforce retention
problems, but they are uncertain about the underlying causes of those
problems. This uncertainty stems from the fact that leaders in the field of
aging services view the workforce crisis differently than professional
caregivers do. This session will identify what senior living leaders get
right when trying to attract and retain top talent—and what they get wrong.
Presenters will examine provider misconceptions about why professional
caregivers make the employment decisions they do. You’ll take home tips to
help you go beyond your own misconceptions so you can focus on the key issues
driving retention challenges.
* Charles Turner, CEO, KARE
4:30-5:30 p.m
3-C. The Future of Business: Transformation in the Digital Era
SUNDAY, NOVEMBER 05, 2023
3-C. The Future of Business: Transformation in the Digital Era
To remain competitive in a rapidly evolving business environment,
organizations in the field of aging services must transform themselves by
embracing new technologies, implementing new processes, and adopting new
business models. This session will transport you to the future. Presenters
will discuss emerging digital transformation trends and examine how
organizations can leverage technology to drive efficiencies and innovation.
They’ll also explore the challenges and opportunities associated with digital
transformation and provide insights into best practices for navigating this
complex landscape. Whether you’re a CEO, a manager, or an IT professional,
you’ll walk away with valuable insights about the future of business and what
it takes to succeed in a digital era.
* Dusanka Delovska-Trajkova, CIO, Ingleside
* Scott Code, Vice President, CAST, LeadingAge
* Travis Gleinig, VP of Innovation & CIO, United Methodist Communities
* Ravindar Chockalingam, VP Project Management and Process Transformation,
ArchCare
4-C. Sustainability in Aging Services: A New Framework for Delivering Care-
CANCELED
SUNDAY, NOVEMBER 05, 2023
4-C. Sustainability in Aging Services: A New Framework for Delivering Care-
CANCELED
More than 80% of nursing homes face clinician shortages, and 90% of nurses
believe these shortages can negatively affect the quality of care. This
session will offer various perspectives on workforce challenges, and unique
solutions to improve aging services and care delivery. Ted Jeanloz, CEO of
LeadingAge Gold Partner, connectRN will host leaders and partners in a
discussion of the challenges associated with clinician quality and
well-being, continuity of care, pay and benefits, risk assessment, and
technology. Panelists will outline the benefits of implementing a sustainable
staffing model and explore the role and importance that innovation will play
in securing the future of aging services.
18-C. Making Private Rooms Work Everywhere
SUNDAY, NOVEMBER 05, 2023
18-C. Making Private Rooms Work Everywhere
Nursing home residents have long expressed their preference to live in
private rooms. Now, as more regulators and payers endorse this preference,
many providers are making private-room options work operationally,
financially, and clinically. This session will explore providers’ growing
interest in private rooms and will highlight organizations that have
intentionally incorporated private rooms into a variety of care settings.
Presenters will offer an in-depth case study of a new rehabilitation and
health center in Manhattan featuring all private rooms and a focus on
person-directed care. Don’t miss this opportunity to compare multiple types
of private-room nursing home models, explore the financial and operational
viability of these models, and evaluate your organization’s ability to
implement private-room nursing services in urban cores, rural towns, and
everywhere in between.
* Susan Ryan, Senior Director, The Green House Project
* Jeffrey Farber, President & CEO, The New Jewish Home
30-C. First Steps: How a Life Plan Community Began Its DEI Journey
SUNDAY, NOVEMBER 05, 2023
30-C. First Steps: How a Life Plan Community Began Its DEI Journey
In 2019, Trinity Woods, a faith-based, single-site life plan community in
Tulsa, OK, faced a stark reality: not one person of color lived at Trinity
Woods, and its board of directors and leadership team lacked diversity. A
sequence of events, including the 2021 centennial of the Tulsa Race Massacre,
created a heightened awareness of racial injustice that dramatically
influenced the direction of Trinity Woods. This session will explore the
community’s efforts to expand its commitment to diversity. Presenters will
describe how the life plan community provided housing and support to Afghan
refugees, increased the ethnic diversity of its board, trained team members
to recognize their implicit bias, and took steps to increase the diversity of
the people it serves.
* Steve Dickie, CEO, Trinity Woods
* Weldon Tisdale, Chaplain, Trinity Woods
* Jerome Steele, CFO and VP of Finance, Trinity Woods
43-C. LeadingAge and UNCF: Creating the Next Generation of Leaders- CANCELED
SUNDAY, NOVEMBER 05, 2023
43-C. LeadingAge and UNCF: Creating the Next Generation of Leaders- CANCELED
In 2020, LeadingAge and the United Negro College Fund (UNCF) formed a
partnership aimed at increasing awareness of careers in the field of
long-term services and supports (LTSS) among underrepresented racial and
ethnic groups. This session will explore the new LeadingAge/UNCF partnership
and its efforts to improve the racial and ethnic diversity of mid- and
senior-level management teams in the LTSS field. Presenters will give you
details about an employer-based fellowship program the partners are piloting,
describe the benefits of partnerships between historically Black colleges and
universities and providers of aging services, and introduce you to the many
ways you can participate in creating the next generation of senior leaders in
aging services.
58-C. Building Your Pathway to Growth in Volatile Times
SUNDAY, NOVEMBER 05, 2023
58-C. Building Your Pathway to Growth in Volatile Times
Providers of aging services must demonstrate perseverance and tenacity as
they set and achieve growth goals for their organizations within a rapidly
changing and sometimes volatile business environment. This session will
explore the multifaceted pathways to growth available through new
construction, affiliations, acquisitions, joint ventures, and other strategic
partnerships. Two senior living providers will describe their strategic
growth strategies; how their boards participated in selecting those
strategies; the timelines associated with specific growth pathways; and the
pitfalls, detours, and successes they encountered along the way. Discover the
link between your growth pathway and your organization’s vision, mission,
values, and culture. Don’t miss this opportunity to explore the innovative
and multifaceted growth opportunities available to your organization.
* Beverly Asper, Director, Baker Tilly
* Brian G. Lawrence, President & CEO, FellowshipLife Inc
* Mary Kay McMahon, President/CEO, Fellowship Community
59-C. A Resident-Driven Capital Campaign
SUNDAY, NOVEMBER 05, 2023
59-C. A Resident-Driven Capital Campaign
Residents of your senior living community are also potential donors to your
organization’s philanthropic efforts. But tapping the generosity of the
people you serve can be challenging and requires a sensitive approach. During
this session, members of the executive team of a single-site life plan
community in Worcester, PA, will explain how they engaged members of the
resident population, board, and management team in their organization’s first
comprehensive capital campaign. You’ll meet the resident who made a
multi-million-dollar gift to that campaign and the artist who developed
recognition materials that honored the organization’s culture while building
community excitement and increasing donations. Learn the basics of launching
a capital campaign and assess whether such a campaign could be effective in
your organization.
* Arlene McLean, Resident, Meadowood
* Jody LaVerdure, Director of Development and Community Relations, Meadowood
* Paul Nordeman, President & CEO, Meadowood
* Karen Singer, , Karen Singer Tileworks, Inc
77-C. Fostering a Positive Selling Culture in Your Organization
SUNDAY, NOVEMBER 05, 2023
77-C. Fostering a Positive Selling Culture in Your Organization
Your organization’s brand promise doesn’t live in its marketing materials.
Instead, it is expressed through the actions of every team member. The
hospitality industry already understands that everyone in the organization,
regardless of their role, is ultimately “in sales.” This session will help
providers of aging services adopt that philosophy and, in the process, foster
a positive selling culture that comes alive through daily actions. Don’t miss
this chance to learn how to ensure that your employees embody your brand
promise, that residents are empowered to participate in referral programs,
and that new hires and existing team members have a sales mindset. Hear about
hiring, operational, customer service, and dining interventions that have
been proven to boost sales.
* Don Shulman, President/CEO, Association of Jewish Aging Services (AJAS)
* Don Warfield, Vice President Marketing & Culinary Coaching, 3rdPlus
* Scott Daniels, Vice President of Culinary and Operations, 3rdPlus
* Derek Dujardin, Creative Director, 3rdPlus
93-C. Prepare to Thrive in Accountable Care
SUNDAY, NOVEMBER 05, 2023
93-C. Prepare to Thrive in Accountable Care
The Centers for Medicare & Medicaid Services wants to enroll 100% of original
Medicare beneficiaries and most Medicaid beneficiaries in accountable care
relationships by 2030. How will this goal impact your organization? This
session will bring you up to speed on the changes we are likely to see as
Medicare fee-for-service ceases to exist in its current form. Find out why
you should pay attention to CMS pilot programs like the Value-Based Insurance
Design Model for Hospice, the Medicare Shared Savings Program, and the
Accountable Care Organization (ACO) Realizing Equity, Access, and Community
Health (REACH) model. Dig deeper into one innovation that uses end-of-life
doulas to bridge the gap between hospice services and curative medical
treatment. Take this opportunity to prepare to thrive in accountable care.
* Mary Hsieh, CEO, Consultant, Transpectus Health
* Dana McHugh, Executive Director – FAHA H&S, LeadingAge Florida
109-C. Helping Team Members and Clients Recover from Moral Injury
SUNDAY, NOVEMBER 05, 2023
109-C. Helping Team Members and Clients Recover from Moral Injury
Moral injury, a profound form of suffering, reached epidemic proportions
during the pandemic among first responders and those working in healthcare
and aging services. First identified among veterans, moral injury occurs when
individuals violate or witness violations of their deeply held values and
beliefs. For example, caregivers might feel distressed over their roles in
allocating limited resources during the pandemic. Drawing on an
evidence-based program for veterans, this session will define moral injury,
explain how it differs from trauma and post-traumatic stress disorder, and
provide ways to determine if someone might be experiencing this condition. In
addition, the presenter will offer strategies that social service providers
can use to alleviate moral injury in their clients and themselves.
* Rita Nakashima Brock, Senior Vice-President & Director of Shay Moral
Injury Center, Volunteers of America
125-C. Policy and Operations Update: Affordable Housing
SUNDAY, NOVEMBER 05, 2023
125-C. Policy and Operations Update: Affordable Housing
More than 2.5 million older adults receive some form of housing assistance
through a variety of federal programs. This session will focus on
Congressional actions to fund affordable housing, expand the number of
service coordinators working in federally assisted housing, and improve
existing housing conditions. Members of the LeadingAge Policy Team will
review the provisions of key housing bills supported by LeadingAge and
evaluate the likelihood of their enactment. Presenters will share the latest
regulatory and operational updates from the U.S. Department of Housing and
Urban Development regarding inspections, new funding opportunities, fair
housing, housing-based services, the internet, the Rental Assistance
Demonstration, and implementation of the 2016 Housing Opportunity through
Modernization Act. They will also explore hot topics in affordable housing
and new housing-related research.
* Linda Couch, Vice President, Housing and Ageing Services Policy,
LeadingAge
* Juliana Bilowich, Director, Housing Operations & Policy, LeadingAge
140-C. Reducing Turnover Through Recognition and Appreciation
SUNDAY, NOVEMBER 05, 2023
140-C. Reducing Turnover Through Recognition and Appreciation
Lack of recognition and appreciation are among the top reasons for high
turnover. This session will focus on the types of recognition and
appreciation employees want and how these preferences can be incorporated
into an organization’s culture. Presenters will review key labor statistics
related to turnover in aging services and share cost-effective, proven
retention strategies, including career ladders and professional development.
Learn how to create a fun-filled work environment where team members are
connected and their ideas are respected. Delve into generational differences
in recruitment and retention so you’ll know how to involve each generation in
a person-centered recognition program. Tap into your creativity and
compassion so you can appreciate and recognize the unique skills of your
clinical team.
* Dr. Kathleen Weissberg, Director of Education, Select Rehabilitation, LLC
141-C. Blame-Free Learning: How to Create a Culture of Safety
SUNDAY, NOVEMBER 05, 2023
141-C. Blame-Free Learning: How to Create a Culture of Safety
Researchers and safety experts emphasize the significant role that
organizational culture plays in the success of resident and workforce safety
initiatives. This session will share lessons learned from a multisite aging
services organization that recently completed a “Culture of Safety
Assessment” adapted from the Agency for Healthcare Research and Quality. The
survey tool helps organizations identify opportunities for safety improvement
and develop action plans to lift employee morale and improve the quality and
outcomes of resident care. Presenters will describe how a safety culture
creates a learning environment where all employees participate in
problem-solving and learn from their mistakes. You’ll discover how to respond
to team member involvement in unintended resident harm through nonjudgmental
dialogue, genuine care for staff members, and a blame-free learning
environment.
* Celena Romero, Senior Risk Management Analyst, ECRI Institute
* Tom Garberson, General Counsel, Eskaton
* Monday, November 06, 2023
11:00 a.m-12:00 p.m
5-D. How End-Users Can Improve Your Technology Systems
MONDAY, NOVEMBER 06, 2023
5-D. How End-Users Can Improve Your Technology Systems
Technology developers must consider the needs and preferences of end-users
when designing their systems and solutions. That was the goal of a recent
collaboration between the Cubigo technology company and Ingleside, a
Washington, DC-based aging services organization. The two partners joined
forces to improve accessibility within the Cubigo platform, which integrates
software, hardware, and intelligence to improve life and work in senior
living communities. This session will provide details about the
collaboration, how Cubigo improved its system based on end-user feedback, and
how those updates enhanced the resident, family, and team member experience.
Learn the benefits of allowing end-users to join your next technology
project. Take home tips for working with vendors to improve your
organization’s technology systems.
* Geert Houben, CEO, Cubigo
* Liz Keller, Resident Technology Engagement Manager, Ingleside
* Dusanka Delovska-Trajkova, CIO, Ingleside
19-D. Biophilic Design: Connecting to the Outdoors and Others
MONDAY, NOVEMBER 06, 2023
19-D. Biophilic Design: Connecting to the Outdoors and Others
A growing number of senior living communities are taking steps to address
biophilia, the human instinct to connect with nature and other living beings.
Communities practicing “biophilic design” ensure that residents have deep and
meaningful connections to outdoor and architectural spaces that support and
encourage enhanced socialization. This session will present multiple examples
illustrating how biophilic design concepts can elevate daily life in senior
living environments. Presenters will walk you through the design process and
demonstrate how biophilic design decisions are influenced by residents’
everyday life, including their care needs, routines, paths of travel, and
social activities. Find out how an environment enriched with biophilic
features can improve your community’s marketability and provide an enhanced
experience for residents, families, and staff.
* LuAnn Holec, Principal Owner, Thoma-Holec Design
* Joe Sweitzer, Senior Project Manager, NAVIGATE Building Solutions
* Andrew Alden, Senior Associate / Senior Project Designer, AG Architecture
* Clare Hahneman, Senior Business Development Project Manager, Ecumen
31-D. Culturally Responsive Person-Centered Practices
MONDAY, NOVEMBER 06, 2023
31-D. Culturally Responsive Person-Centered Practices
Person-centeredness has become a hallmark of state and federal policy
governing aging services. Still, providers of aging services need more
information about the direct impact person-centered practices can have on
older adults receiving long-term services and supports. This session will
fill that information gap. Presenters will cite recent research examining the
connection between person-centered support and quality-of-life outcomes. In
addition, they’ll explore the role that organizational culture plays in
person-centered practices for older adults who identify as LGBTQ.
Participants will gain a new appreciation for the need to honor an
individual’s culture while providing person-centered services, and how state
systems can advance person-centered approaches with an eye toward equity and
diversity.
* Saska Rajcevic, Project Manager, Human Services Research Institute
* Stephanie Giordano, Co-Director National Core Indicators, Human Services
Research Institute
* Rosa Plasencia, Director of National Core Indicators–Aging and
Disbabilities, ADvancing States
* Elise Hernandez, Director, Research and Impact, SAGE | Advocacy and
Services for LGBT Elders
44-D. Intentional Leadership Development for Succession Planning
MONDAY, NOVEMBER 06, 2023
44-D. Intentional Leadership Development for Succession Planning
Succession planning in nonprofit senior living organizations has
traditionally focused solely on replacing chief executives who are leaving
the field of aging services due to retirement or burnout. This session will
offer you a new, proactive way to manage executive transitions through a
succession planning process that gives your organization’s existing leaders
access to career ladders and allows you to create a diverse,
intergenerational leadership team that is ready to work with a new CEO.
LeadingAge members will describe the processes they used to identify and
advance current leaders. A succession planning expert will share best
practices for melding leaders from diverse backgrounds and levels of
experience into a well-established leadership team ready to advance your
organization’s priorities without disrupting its culture or mission.
* Kevin Schwab, Chief Executive Officer, Givens Communities
* Christian Grunder, HR Director, Givens Communities
* Elizabeth Feltner, Chief Executive Officer, Deffet Group, Inc.
* Dee Brown, SVP, Human Resources, Covenant Living Communities and Services
60-D. A Proactive Approach to Providing Supportive Services and Service
Coordination
MONDAY, NOVEMBER 06, 2023
60-D. A Proactive Approach to Providing Supportive Services and Service
Coordination
Affordable housing is a critical platform for providing supportive services
and service coordination to help older residents remain healthy and
independent for as long as possible. During this session, representatives of
United Church Homes will provide an overview of how their organization grew
its housing-based service coordination program to serve more than 4,000
residents in 15 states. Presenters will discuss their proactive approach to
developing and implementing an outcomes-based service coordination model,
including how they link residents with community supports, address social
determinants of health that can negatively influence health outcomes, and
develop partnerships with community-based providers to improve residents’
health and social experiences. Discover how to offer a variety of
housing-based services, including service coordination, congregate meals,
transportation, social engagement, technology, and emergency response
systems.
* Terry Spitznagel, Senior Vice President, Chief Growth Officer, United
Church Homes
* Daniel Fagan, Director of Population Health, United Church Homes
78-D. Post-COVID: Repositioning to Secure New Revenue
MONDAY, NOVEMBER 06, 2023
78-D. Post-COVID: Repositioning to Secure New Revenue
Multi-site senior living organizations maintained a laser-like focus on the
health and safety of residents and staff during the emergency phase of the
coronavirus pandemic. But when COVID-19 finally began shifting toward endemic
status, the most successful organizations shifted too. This session will
highlight The Ohio Masonic Home’s efforts to recover from pandemic-related
challenges and secure new revenue opportunities. Presenters will describe how
the organization reached out to experts, conducted internal reviews, and
created a customized repositioning plan to improve its sales, marketing, and
development processes. Find out how your organization can create a similar
repositioning plan that helps it balance its mission and margins, identify
development opportunities, stay relevant in the marketplace, and quickly
improve its bottom line.
* Amy LaGrant, Founder, BrandMETTLE, LLC
* Scott Buchanan, CEO, The Ohio Masonic Home
* John Mehrkens, Principal, Baile Senior Development
79-D. Meet Your Hidden Audience
MONDAY, NOVEMBER 06, 2023
79-D. Meet Your Hidden Audience
Every provider of aging services has a “hidden audience” of older adults who,
along with family members, spend hours researching senior living options but
never call a sales director or arrange a tour. How can providers engage with
these hidden consumers in a personal, unbiased, and respectful way? This
session will answer that question. Presenters will share information about
the demographics, habits, concerns, preferences, and readiness of hidden
consumers and will offer guidance on how to reach those consumers through
marketing messages and one-on-one outreach. You’ll discover how your hidden
audience differs from traditional senior living consumers and how you can
tailor sales strategies so hidden consumers reveal themselves. Take home
simple, powerful tools and techniques for activating leads and nurturing
relationships with your hidden audience.
* Nate O’Keefe, CEO & Founder, Roobrik, Inc.
* Nicole Pretre, President & Chief Executive Officer, Cedar Community
94-D. Monitoring Quality Outcomes to Protect Reimbursement
MONDAY, NOVEMBER 06, 2023
94-D. Monitoring Quality Outcomes to Protect Reimbursement
Reimbursement for post-acute care is more dependent on quality outcomes than
ever before. What does that mean for providers? First, your quality outcomes
will be closely scrutinized by accountable care organizations, Medicare
managed care plans, consumers, and the Centers for Medicare & Medicaid
Services. Second, that scrutiny will most certainly impact the reimbursements
your organization receives. This session will offer a strategy to help you
focus on quality outcomes related to reimbursement by maintaining clear
communication between your reimbursement and quality teams. Leaders from
Covenant Living Communities and Services, will share the collaborative
program they use to monitor quality metrics and reimbursement data. Learn how
they implemented their program so you can establish yours.
* Peggy Connorton, AVP, Healthcare Regulation, Compliance, Quality, Covenant
Living Communities and Services
* Elizabeth McLaren, SVP Revenue Cycle ,Reimbursement and HCBS, Covenant
Living Communities and Services
95-D. Fighting Inflation: A Guide for Life Plan Communities
MONDAY, NOVEMBER 06, 2023
95-D. Fighting Inflation: A Guide for Life Plan Communities
News about inflation is dominating the media and the nation’s psyche. And no
wonder! Rising costs are having a dramatic impact on every American, and
senior living organizations are not exempt. This session will explore how
inflation affects life plan communities and how they can mitigate its effects
on their bottom lines. Financial experts will examine the inflation-related
pain points that life plan communities are experiencing. Take a close look,
for example, at how strategic growth initiatives are faring in the face of
skyrocketing construction costs, rising wages, and high interest rates.
Discover how some life plan communities are addressing inflation by reducing
costs and adjusting revenue streams without jeopardizing their viability.
Pinpoint which inflation-busting strategies are proving to be most effective.
* Dee Pekruhn, Director, Life Plan Communities Services & Policy, LeadingAge
* Stuart Jackson, Executive Vice President, Greystone
* Dana Anders, Principal, CLA
* Chad Sneed, CFO, Lutheran Senior Services
* Dan Hermann, President & CEO, Head of Investment Banking, Ziegler
110-D. Respect and Transparency: Communicating with Family Caregivers
MONDAY, NOVEMBER 06, 2023
110-D. Respect and Transparency: Communicating with Family Caregivers
Encouraging family members to advocate for the well-being of a relative is an
important mission for providers of aging services, especially when residents
cannot participate fully in their own care. However, some family members may
have unrealistic expectations regarding the actions that staff members can
take to resolve issues that arise. During this session, experts in family
support services will share best practices for respectful and transparent
communication with family care partners. Presenters will offer tips for
working collaboratively with families to build trust, manage expectations,
and create a team that is dedicated to the well-being of residents. Learn how
to listen actively to families and respond to their concerns. Gain tips for
coaching team members as they interact and work with family members.
* Hollie Glover, Director of Education, James L. West Presbyterian Special
Care Center
* Jaime Cobb, V.P. Dementia & Caregiver Education, James L. West
Presbyterian Special Care Center
111-D. Are You Ready to Implement an Evidence-Based Program?
MONDAY, NOVEMBER 06, 2023
111-D. Are You Ready to Implement an Evidence-Based Program?
Adopting evidence-based practices is essential to improving quality in senior
living communities, but provider organizations are not always ready to
implement these practices effectively. This session will highlight how a
university and a multi-site senior living organization worked together to
implement the Individualized Positive Psychosocial Intervention (IPPI). This
evidence-based program has been shown to enhance the well-being of people
living with dementia while reducing their negative emotional and behavioral
responses. Presenters will explain how a university-based researcher engaged
with staff, residents, and family members at nine nursing homes to ensure
that IPPI would be implemented successfully. Discover the elements of
organizational readiness to adopt an evidence-based program and learn how to
improve program implementation by engaging with and soliciting input from
people involved in the program.
* Katy Abbott, Executive Director, Scripps Gerontology Center and Professor
of Gerontology, Scripps Gerontology Center at Miami University
* Amy Kotterman, Director of Customer Experience, United Church Homes
126-D. HCBS and Aging Services: The New Medicaid Rules and You
MONDAY, NOVEMBER 06, 2023
126-D. HCBS and Aging Services: The New Medicaid Rules and You
It’s been a big year for providers of home and community-based services
(HCBS). The home and community-based settings rule took effect, states began
unwinding the Medicaid continuous enrollment provision, and the
administration released proposals to improve the Medicaid system. This
session will feature a conversation about Medicaid HCBS that centers on
providers of aging services and why they should be treated differently under
the HCBS settings rule. Members of the LeadingAge Policy team will offer
updates on how the proposed Medicaid rules could impact your organization.
They’ll describe the most recent activity around unwinding, and report on
legislative efforts to expand HCBS, achieve integrated care for dually
eligible individuals, and improve the Program of All-Inclusive Care for the
Elderly.
* Georgia Goodman, Director, Medicaid, LeadingAge
* Mollie Gurian, Vice President, Home Based and HCBS Policy, LeadingAge
142-D. Build and Sustain an Inclusive Employee Wellness Program
MONDAY, NOVEMBER 06, 2023
142-D. Build and Sustain an Inclusive Employee Wellness Program
Successful employee wellness programs have the potential to boost morale,
increase retention and productivity, decrease health insurance costs, and
promote inclusion in the workplace. But how do organizations build a
sustainable wellness program that addresses each employee’s individualized
wellness needs? Representatives of A.G. Rhodes in Atlanta will share how they
created and branded their organization’s wellness program, which focuses on
physical, financial, spiritual, social, nutritional, and mental well-being.
Discover how the wellness program allows community leaders to discuss burnout
and stress management and promote mental health awareness. Learn how to
create, enhance, and sustain a wellness program to meet the demands of an
increasingly diverse workforce.
* Mary Helton, Chief Human Resources Officer, A.G. Rhodes Health & Rehab
* Kim Beasley, Director of Communications and Outreach, A.G. Rhodes Health &
Rehab
* Sonya Williams, Director of Life Enrichment and Culture Change, A.G.
Rhodes Health & Rehab Cobb
143-D. Retention Roadmap for Senior Care Leaders
MONDAY, NOVEMBER 06, 2023
143-D. Retention Roadmap for Senior Care Leaders
Employee turnover continues to burden senior living communities, affecting
their bottom lines and, in some cases, threatening their quality of care.
Fortunately, effective leaders have found ways to improve the situation.
During this session, a workforce retention expert and a senior living leader
will present strategies for extending the tenure of employees working in your
community. Presenters will walk you through an audit to help you assess where
to focus your retention efforts and to help you prioritize retention
initiatives that can help you earn the greatest return on investment with the
smallest commitment of time. You’ll leave this session energized to make
retention a reality in your organization and equipped with a roadmap for
implementing retention initiatives.
* Cara Silletto, President & CEO, Magnet Culture, formerly Crescendo
Strategies
* Leigh Anna Compton, Director of HR, Still Hopes
2:45-3:45 p.m
6-E. Preserving Independence Through Remote Monitoring
MONDAY, NOVEMBER 06, 2023
6-E. Preserving Independence Through Remote Monitoring
Living independently for as long as possible is a clear preference for
residents of life plan communities and participants in the Program of
All-Inclusive Care for the Elderly (PACE). It is also the preference of
providers seeking to help residents and clients avoid disruptive moves to
more expensive levels of care. Remote monitoring solutions can address both
preferences by increasing the safety, well-being, and independence of older
adults. This session will explore how a remote monitoring solution positively
affected health outcomes for participants in a Maryland-based PACE program.
Presenters will describe their implementation process, offer an overview of
the latest remote monitoring products, and detail the technology
infrastructure needed to support them.
* Shaun Smith, President Integrated Services, Asbury Communities, Inc.
* Nick Patel, President, ThriveWell Tech
* Majd Alwan, Chief Strategy and Growth Officer, ThriveWell Tech
20-E. Design Strategies to Address Staffing Shortages
MONDAY, NOVEMBER 06, 2023
20-E. Design Strategies to Address Staffing Shortages
As the baby boom generation ages, senior living providers feel increased
pressure to maintain a high level of care and service, even as they watch
their workforce shrink dramatically. The solution to these workforce-related
challenges may be as simple as taking a second look at your building’s design
and amenities. This session will showcase building design features that can
help you attract and retain quality caregiving professionals, improve staff
efficiency, and maintain a high level of service with fewer staff. Consider
ways your building can help you support food service, care delivery, building
maintenance, and operations staff. Review metrics on how many FTE hours can
be saved by adopting robotics and other forms of technology—and how those
savings can be used to increase staff compensation.
* Matt Schuler, Dir. of culinary development, Scopos Hospitality Group
* Margaret Yu, Architectural Designer/Business Development, RLPS Architects
* Mark Beggs, President & CEO, Edenwald
32-E. Long-Term Equality Index: How Welcoming Are You?
MONDAY, NOVEMBER 06, 2023
32-E. Long-Term Equality Index: How Welcoming Are You?
Most providers of aging services want LGBTQ older adults to feel welcome in
their communities. However, many are unsure how to protect their LGBTQ
residents from discrimination, develop gender-affirming policies for
transgender residents, or create LGBTQ-inclusive marketing materials. This
session will focus on the Long-Term Care Equality Index (LEI), a tool that
promotes the adoption of LGBTQ-inclusive policies and practices in senior
living. LEI staff, and providers who are participating in LEI, will discuss
the need for LGBTQ-inclusive senior living communities and use findings from
the 2022 LEI survey to explore how senior housing communities are welcoming
LGBTQ older adults and what gaps still exist. Presenters will also share
resources to help you ensure LGBTQ residents feel at home in your community.
* Katie Fasullo, Corporate Director of Population Health and Health Equity,
Chicago Methodist Senior Services
* Dan Stewart, Associate Director, Aging Equality Project, Human Rights
Campaign Foundation
45-E. Let’s Talk About It: Conversations CEOs Should Be Having
MONDAY, NOVEMBER 06, 2023
45-E. Let’s Talk About It: Conversations CEOs Should Be Having
What’s the most critical conversation in an aging services organization? It’s
the one that should be taking place between CEOs and the employees who report
directly to them. These candid conversations allow team members to tell the
CEO how they really feel about their job, their organization, and their
leaders. This session will explore why these life-changing conversations
aren’t occurring nearly as often as they should be and why this situation
could damage your organization’s culture and cause valuable employees to
leave. Obtain insights and tools to help you remain open to hearing what your
employees want to tell you. Listen as leaders who have participated in these
conversations share what works, what doesn’t work, and what they have
learned.
* Matt Garcia, Chief People and Central Iowa Operations Officer & Executive
Director, WesleyLife
* Julie Thorson, President/CEO, Friendship Haven
61-E. Market Challenges: An Opportunity for Your Organization
MONDAY, NOVEMBER 06, 2023
61-E. Market Challenges: An Opportunity for Your Organization
Many senior living organizations have put expansion plans on hold as they
weather the storms caused by astronomical construction costs, disruptive
supply chain issues, historic labor shortages, and the lingering effects of
COVID-19. But it doesn’t have to be this way. Current market challenges may
actually create exciting opportunities for organizations to plan for the
future by reflecting on their missions, working with new partners, and
realigning and repositioning assets. During this session, representatives of
Presbyterian Senior Living in Pennsylvania and Parker in New Jersey will
describe how they launched master planning initiatives designed to lead them
toward a sustainable future. Panelists will outline the critical components
of their planning processes and explain how they are creating engaging living
environments to match the expectations of future clients.
* Dan Davis, President & CEO, Presbyterian Senior Living
* Beth Sparling, COO, Parker Health Group, Inc.
* Steve Leone, Principal, Spiezle Architectural Group
* James Bodine, Executive Vice President, HJ Sims
62-E. Expanding Access to Aging Services in Rural America
MONDAY, NOVEMBER 06, 2023
62-E. Expanding Access to Aging Services in Rural America
A national collaborative led by Lutheran Services in America is working to
make sustainable community-based services and supports more widely available
to underserved older adults in rural communities of Minnesota, Montana, North
Dakota, and South Dakota. This session will provide an overview of the Rural
Aging Action Network and how it builds partnerships with local organizations
to connect low-income older adults with services and supports in their homes
and communities of choice so they can age in place with dignity and respect.
Join researchers from the LeadingAge LTSS Center @UMass Boston and the
director of aging initiatives at Lutheran Services in America for a close-up
look at this grassroots initiative.
* Ashley Washington, Director, Aging Initiatives, Lutheran Services in
America
* Robyn Stone, SVP, Research/Co-Director, LTSS Center, LeadingAge
* Molly Wylie, Research Associate, LeadingAge
80-E. This Dynamic Duo Can Boost Recruitment and Consumer Confidence
MONDAY, NOVEMBER 06, 2023
80-E. This Dynamic Duo Can Boost Recruitment and Consumer Confidence
What’s the secret to improving employee recruitment and earning consumer
confidence? Often, it comes down to changing how these two groups perceive
the field of aging services and the organizations that provide services and
supports. This session will show you how a strong collaboration between your
marketing and human resources teams can help change perceptions of our field
among prospective employees and the general public. Presenters will explain
how market research conducted by LeadingAge was used to develop communication
strategies, messages, and tools to help bolster public perceptions of the
critical work you do. Explore LeadingAge’s “Opening Doors to Aging Services”
initiative and take home a roadmap for telling an authentic story about the
quality care and meaningful careers available in our field.
* Gwen Fitzgerald, Director, Public Messaging, LeadingAge
* David Caudle, Executive Creative Director, Tandem Senior Living Advisors
* Courtney Barth, Vice President, Advancement & Marketing, Rogerson
Communities
* Jenna Kellerman, Director of Workforce Strategy & Development, LeadingAge
96-E. Get NSPIREd about Meeting HUD’s New Inspection Standards
MONDAY, NOVEMBER 06, 2023
96-E. Get NSPIREd about Meeting HUD’s New Inspection Standards
Providers of affordable housing and the U.S. Department of Housing and Urban
Development (HUD) are moving forward with the most significant property
compliance overhaul in 20 years. Don’t miss this opportunity to hear about
the new National Standards for the Physical Inspection of Real Estate
(NSPIRE). You’ll get the latest operational updates on the NSPIRE
implementation, including inspection schedules, scoring, and online
reporting. A housing provider will offer their perspective on the new NSPIRE
standards and will describe the challenges their organization faced in
meeting the new requirements. You’ll leave this session with more insight
into HUD’s expectations and more confidence about the steps you can take to
ensure a successful inspection.
* Tim Braunscheidel, Chief Operations Officer, CSI Support & Development
COOP
* Ashley Sheriff, REAC Deputy Assistant Secretary, Real Estate Assessment
Center, HUD
97-E. How the Five-Star System Impacts Occupancy and Equity
MONDAY, NOVEMBER 06, 2023
97-E. How the Five-Star System Impacts Occupancy and Equity
It’s been 25 years since the Centers for Medicare & Medicaid Services created
the Five-Star Quality Rating System to help consumers, their families, and
caregivers compare nursing homes more easily. This session will mark the
system’s silver anniversary by assessing its impact on occupancy and equity
in healthcare settings. Presenters will identify how they expect recent
changes to the Minimum Data Set 3.0 to impact the Five-Star system. You’ll
take home tips for developing a quality strategy that will help you achieve
Five-Star success despite recent changes in inspection surveys, staffing, and
quality measures.
* Steven Littlehale, Chief Innovation Officer, Zimmet Healthcare Services
Group, LLC
112-E. Operating the Small House Model in 24-hour Care Settings
MONDAY, NOVEMBER 06, 2023
112-E. Operating the Small House Model in 24-hour Care Settings
The small house model strives to create nursing home living spaces with a
cozy, homey feel and a person-centered approach to caring for older adults
who need long-term caregiving. During this session, representatives of
Oregon-based Rose Villa Senior Living will describe their 10-year journey to
apply the small house model to a 24-hour supportive living neighborhood.
Presenters will share the benefits and challenges of transitioning to a
brand-new supportive living environment, the lessons they learned, the
surprises they encountered, and the design decisions they made to align with
or depart from the traditional small house model. Don’t miss this opportunity
to gain practical insights you can apply to your own planning as you strive
to offer more options to residents who need 24-hour long-term caregiving.
* Vassar Byrd, President and CEO, Rose Villa Senior Living
* Erin Cornell, Director of Health Services, Rose Villa Senior Living
113-E. Prepare for Health Emergencies with Collaborative Research
MONDAY, NOVEMBER 06, 2023
113-E. Prepare for Health Emergencies with Collaborative Research
COVID-19 may have moved out of its emergency phase, but the lockdowns imposed
in long-term care settings during the height of the pandemic left a lasting
impression. This session will share the results of an 18-month research
project aimed at helping residents, family members, providers, and staff at
four senior living communities work together to better understand the impact
of COVID-related social isolation so they could prepare for future health
emergencies. Presenters will discuss education and research topics that
researchers identified in collaboration with residents, families, and other
partners. The session will include a discussion of how leaders in the field
of aging services can plan for health emergencies, safety initiatives, and
quality improvement programs in partnership with residents and families.
* Sonya Williams, Director of Life Enrichment and Culture Change, A.G.
Rhodes Health & Rehab Cobb
* Penny Cook, Chief Culture Officer, Center for Innovation
* Bev Johnson, President/CEO, Institute for Patient and Family Centered Care
127-E. Thriving in the New World of Medicare Advantage
MONDAY, NOVEMBER 06, 2023
127-E. Thriving in the New World of Medicare Advantage
Medicare Advantage programs enrolled 50% of all Medicare beneficiaries in
2023. This significant growth triggered troubling trends, including rising
care denials for enrollees and declining payments for providers. The Centers
for Medicare & Medicaid Services is trying to address issues related to
Medicare Advantage coverage determinations, prior authorizations, and
deceptive marketing and communication practices. But questions remain about
the agency’s ability to turn the tide. This session will explore the impact
of Medicare managed care on providers of aging services and Medicare
beneficiaries. Presenters will explore regulatory and Congressional activity
designed to address challenges within Medicare Advantage. Several providers
will be on hand to share their strategies for combatting those challenges and
thriving in the new world of Medicare Advantage.
* Nicole Fallon, VP, Integrated Services and Managed Care, LeadingAge
* Anthony Evans, President, Pure Healthcare
144-E. Evidence-Based Workforce Training: A Tool to Tackle Turnover
MONDAY, NOVEMBER 06, 2023
144-E. Evidence-Based Workforce Training: A Tool to Tackle Turnover
A well-trained team is a critical component of a healthy senior living
community. Yet not all communities use evidence-based programs to train team
members who interact with and support older adults throughout all stages and
conditions associated with aging. This session will explore an interactive
curriculum that gives trainees the skills they need to care for older adults
living with behavioral health issues, dementia, and the adverse effects of
ageism. Presenters will describe the skills training program, which teaches
participants how to demonstrate respect, reduce the impact of stigma, and
conduct purposeful communication. Hear results from three independent
evaluations of the program and explore its impact on turnover, staff
satisfaction, and older adults’ perceptions of their caregivers.
* Amanda Krisher, Senior Director, Engage withu00ae
* Coley Rainbolt, Nursing Home Administrator, Wind Crest
4:30-5:30 p.m
7-F. Driving Digital Transformation Through Stakeholder Engagement
MONDAY, NOVEMBER 06, 2023
7-F. Driving Digital Transformation Through Stakeholder Engagement
Successful digital transformation in skilled nursing settings requires an
interdisciplinary approach that ensures positive outcomes for residents and
team members alike. This session will feature RiverSpring’s interdisciplinary
approaches to implementing a variety of technologies, including interactive
nurse call systems, fall reduction solutions, rehabilitation robots, and
virtual reality headsets. You’ll hear about the steps involved in engaging
all stakeholders—including frontline caregivers, managers, IT staff, and
vendors—in technology projects from the beginning. Presenters will also
address the use of artificial intelligence, the benefit of initiating small
pilot programs, and the importance of measuring success.
* David Pomeranz, Chief Operating Officer, RiverSpring Living
* David Finkelstein, CIO, RiverSpring Living
* David Siegelman, Vice President, Rehabilitation Services, Hebrew Home at
Riverdale – RiverSpring Living
* Angela Belfer, Clinical Project Manager, RiverSpring Living
21-F. Can Design Impact Social Health in Affordable Housing?
MONDAY, NOVEMBER 06, 2023
21-F. Can Design Impact Social Health in Affordable Housing?
Awareness is growing about the power of social connections to improve the
health and well-being of older adults living in affordable senior housing
communities. But, until now, housing designers and owners have not had access
to robust criteria and clear metrics to help them evaluate how specific
design elements impact social health. This session will highlight findings
from a six-month study designed to fill this gap. Members of the research
team will explain how they worked with two affordable senior housing
communities to develop a set of criteria for design elements that can support
social connection while keeping residents safe during an infectious disease
outbreak. Session participants will take home an actionable, evidence-based
design framework they can apply to new or existing housing projects.
* Katrina Summersett, Director of Risk Management & Quality, Presbyterian
Villages of Michigan
* Maggie Calkins, President, IDEAS Institute
* Upali Nanda, Global Director of Research, CADRE
33-F. No Two Brains are Alike: Seeing Mental Health Through a DEI Lens
MONDAY, NOVEMBER 06, 2023
33-F. No Two Brains are Alike: Seeing Mental Health Through a DEI Lens
The term “neurodiversity” is not often mentioned during discussions about
diversity, equity, and inclusion (DEI)—but it should be. Neurodiversity
refers to the fact that individuals think, learn, process information, and
behave in diverse ways because no two brains are alike. This session will
explore why neurodiversity should play a central role in our conversations
about workplace health. Presenters will discuss why organizations seeking to
create an inclusive and welcoming work environment must promote the
psychological safety of all team members, including those living with autism,
ADHD, and mental health conditions. CEOs on the panel will speak candidly
about the challenges they face as they navigate their neurodiversity while
reassuring other team members that they are not alone.
* Carrie Shaw, CEO/President, Embodied Labs
* Marvell Adams Jr., Founder & CEO, Communities of Inclusion & Belonging,
Inc.
46-F. Best Practices for Conducting a CEO Search – CANCELED
MONDAY, NOVEMBER 06, 2023
46-F. Best Practices for Conducting a CEO Search – CANCELED
Filling a vacant CEO slot can be challenging and time-consuming for the board
of directors of a life plan community. But following a structured approach
can help your organization select the right person for the job while ensuring
that all stakeholders feel included in and informed about the process. This
session will provide a detailed overview of the critical steps in a CEO
search, such as selecting a search committee and executive search partner;
checking in with key stakeholders, including community residents, to
ascertain what they are looking for in a new CEO; interviewing candidates and
conducting a final discernment process; making an offer; announcing the new
CEO; and implementing a transition and onboarding plan—all while keeping
residents and staff in the loop.
47-F. Career Pathways for Frontline Caregivers in Aging Services
MONDAY, NOVEMBER 06, 2023
47-F. Career Pathways for Frontline Caregivers in Aging Services
Most frontline professional caregivers in the field of aging services want to
advance in their careers. But only some of these caregivers are interested in
becoming registered nurses. Fortunately, there are alternative career
pathways they can pursue. This session will explore those pathways. Team
members from the LeadingAge LTSS Center @UMass Boston, and a leader at Rush
University Medical Center’s Social Work and Community Health department, will
explore how providers of aging services can create career pathways to help
frontline professional caregivers pursue jobs in social work or other social
services roles, including care managers and service coordinators. You’ll hear
from providers who created non-traditional career pathways and from direct
care professionals who have followed those pathways.
* Robyn Stone, SVP, Research/Co-Director, LTSS Center, LeadingAge
* Jenna Kellerman, Director of Workforce Strategy & Development, LeadingAge
* Bonnie Ewald, Managing Director, Center for Health and Social Care
Integration, Rush University Medical Center
63-F. Philanthropy Benchmarks in Aging Services: What You Need to Know
MONDAY, NOVEMBER 06, 2023
63-F. Philanthropy Benchmarks in Aging Services: What You Need to Know
Fundraising can enhance your organization’s ability to transform lives,
fulfill its mission, and compete in the marketplace. But, in today’s market,
fundraisers must work smarter to achieve success. This session will present
the latest findings from the Philanthropy in Aging Services Study, designed
to help leaders of organizations serving older adults make informed decisions
about their fundraising strategies and approaches. Presenters will highlight
key metrics for fundraising programs, summarize new research on
transformative giving, and present case studies from philanthropy
practitioners across multiple organizations. Find out how your organization’s
fundraising compares with philanthropy programs in other aging services
organizations, identify appropriate methods and measurements for fundraising,
and evaluate the best next steps for fundraising at your organization.
* Irina Thompson, Consultant, Marts & Lundy
* Z. Allen Abbott, Vice President of Philanthropy, Baptist Senior Family
* JD Shuman, President & CEO Asbury Foundation, Asbury Communities, Inc.
* Cedric Richner III, CFRE, Senior Consultant, Marts & Lundy
64-F. Insights from Continuing Care at Home Pioneers
MONDAY, NOVEMBER 06, 2023
64-F. Insights from Continuing Care at Home Pioneers
Older adults want to age in their own homes, and more organizations are
interested in establishing continuing care at home (CCaH) programs to meet
this need. What does it take for an organization to succeed in offering the
30-year-old CCaH model? During this session, CEOs from some of the first CCaH
programs will answer that question. They’ll tell you about their experiences
establishing, managing, and growing CCaH. They’ll share their insights about
the key drivers of successful CCaH programs and their visions for the future
of those programs. They’ll also discuss how technological advances can help
accelerate the growth of continuing care at home and how CCaH programs
complement traditional brick-and-mortar life plan communities rather than
competing with them.
* Carol Barbour, CEO/President, VigR Health
* Jonathan Cook, President/CEO, LifeSpire of Virginia
* Lynne Giacobbe, Chief Executive Officer, Kendal at Home
* Scott Stevenson, President & CEO, Phoebe Ministries
* Anthony Argondizza, President & CEO, Springpoint Senior Living
* Lisa Hoffman, Executive Director, Pathstones by Phoebe
81-F. How Sales and Marketing Can Influence Organizational Culture
MONDAY, NOVEMBER 06, 2023
81-F. How Sales and Marketing Can Influence Organizational Culture
How can you combine cutting-edge marketing techniques and culture change
initiatives to transform your organization’s position in the marketplace?
This session will answer that question. Hear how Trinity Woods in Tulsa, OK,
used new marketing processes and a relationship-based sales training
philosophy to address its census challenges. The organization began its
transformation by teaching its sales team how to build a better rapport with
prospective residents and shorten the sales cycle. In the process, Trinity
Woods unintentionally discovered opportunities to change the culture of its
organization. Presenters will help you understand how a relationship-based
sales philosophy can affect your organization’s census and culture. Discover
how sales and marketing can work together to support a healthy bottom line
and a healthy organization.
* Bonnie Polak, Vice President of Philanthropy & Community Engagement,
Trinity Woods
* Kimberly Hulett, President, Creating Results, Inc.
82-F. Speak with Confidence, Clarity, and Credibility in a Crisis
MONDAY, NOVEMBER 06, 2023
82-F. Speak with Confidence, Clarity, and Credibility in a Crisis
Providers of aging services are no strangers to scrutiny, but COVID-19 and
its aftermath have brought them more attention than ever. Residents,
families, staff, regulators, and the public are watching these providers
closely, and demanding honest, proactive, and effective communication. This
session will provide examples and practical tips to help you improve your
communications, even if you don’t have someone on staff to handle public
relations. Get the help you need to establish a consistent communication
pattern, whether you are dealing with a large-scale crisis, releasing a
routine operational update, or sharing an upbeat, feel-good story. Take home
best practices and lessons to help you speak with confidence, clarity, and
credibility, especially in times of uncertainty and confusion.
* Deke Cateau, Chief Executive Officer, A.G. Rhodes Health & Rehab
* Mary Newton, PR & Communications Consultant, M. Newton Communications
98-F. Understanding and Navigating RAD for PRAC
MONDAY, NOVEMBER 06, 2023
98-F. Understanding and Navigating RAD for PRAC
In September 2019, the U.S. Department of Housing and Urban Development
issued a notice updating the Rental Assistance Demonstration (RAD) program so
owners of affordable housing communities could convert a Project Rental
Assistance Contract (PRAC) to a 20-year Section 8 contract. This conversion
process paves the way for a housing provider to take on new financing, keep
surplus cash flow, and receive rent increases in exchange for providing
additional support services. This session will explain the ins and outs of
RAD for PRAC, including the program’s benefits and limitations, its
rent-setting rules, and features that often confuse owners and complicate the
conversion process. Learn how to navigate the RAD for PRAC program to your
best advantage.
* Gates Kellett, Principal, Gates Development Group, LLC
114-F. Adult Day: Using Art to Reduce Boredom and Isolation
MONDAY, NOVEMBER 06, 2023
114-F. Adult Day: Using Art to Reduce Boredom and Isolation
Looking for ways to enhance quality of life and spark joy for older adults
living with cognitive and physical challenges? Check out this session,
featuring an innovative program that significantly reduces isolation and
boredom among clients of four “Day Clubs” managed by Oakwood Creative Care
(OCC) in Mesa, AZ. Learn how visual artists, musicians, dancers, historians,
storytellers, poets, and fitness instructors offer workshops, classes, and
community engagement opportunities at OCC’s licensed adult day health
programs. Presenters will explain how OCC’s Day Clubs have helped 65% of
members increase their cognitive function in the first six months of
attendance and how the program has helped 96% of family caregivers reduce
their stress.
* Tara Krantzman, Chief Operations Officer, Oakwood Creative Care Town
Center
* Sherri Friend, President and CEO, Oakwood Creative Care Town Center
128-F. Tax-Exempt Status: Errors, Risks, and Compliance
MONDAY, NOVEMBER 06, 2023
128-F. Tax-Exempt Status: Errors, Risks, and Compliance
Aging services providers with tax-exempt status must comply with a complex
set of laws and regulations governing their care delivery and business
operations. Ensuring compliance with these rules is more critical than ever,
as mistakes can cost a provider its entire operation. This session will
explore some of the most common tax-exempt-status mistakes made by nonprofit
aging services organizations and share strategies for limiting the liability
exposure associated with those errors. Presenters will identify common
mistakes related to bylaws and governance, explain how to use
donor-designated and board-restricted funds appropriately, and explore how to
maximize distributions from alternative funding sources like investments and
trusts. Get tips for organizing your operations, governance structures, and
insurance coverage to minimize liability exposure and satisfy public-support
assessments.
* Terri Harris, Partner, Fox Rothschild
* Richard S. Caputo, Partner, Fox Rothschild
129-F. The Beginner’s Guide to Hiring Refugees
MONDAY, NOVEMBER 06, 2023
129-F. The Beginner’s Guide to Hiring Refugees
With 125,000 refugees expected to enter the U.S. next year, and over 1.1
million asylum-seekers awaiting adjudication of their claims, LeadingAge
members are understandably interested in tapping into this rapidly growing
pool of potential caregivers in the field of aging services. But how? This
session will answer your questions about how resettlement programs work, the
policy barriers that may interfere with your hiring plans, and the strategies
that can help more refugees and asylees connect with jobs in aging services.
Presenters will outline the steps providers must follow to employ refugees
and asylees. They will also review recent policy developments that could
affect the process.
* Ruth Katz, SVP of Public Policy and Advocacy, LeadingAge
* Lindsay Hutter, Chief Strategy and Marketing Officer, Goodwin Living
* Robin Wolzenburg, Vice President of Housing & Clinical Services,
LeadingAge Wisconsin
145-F. Improve Staff Retention through Creative Confidence
MONDAY, NOVEMBER 06, 2023
145-F. Improve Staff Retention through Creative Confidence
Retaining team members can be as simple as unlocking their creative potential
and encouraging confident, innovative problem-solving. But how? This session
will help you improve staff retention by fostering your team’s creative
confidence. Representatives of Front Porch, a LeadingAge member in
California, will show you how to create a co-learning culture where team
members trust their own ideas, persevere when things don’t work out, see
mistakes as learning opportunities, become great problem-solvers, and,
ultimately, stay on the job longer. Presenters will use interactive tools and
practical strategies to help you tap into your own creative confidence and
promote that same confidence among team members. Discover the benefits of
empowering staff to use their creative spirit within a co-learning workplace.
* Katie Wade, Social Call Director, Front Porch
* Jessica McCracken, Director, Creative Spark, Front Porch
* Tuesday, November 07, 2023
8:30-9:30 a.m
8-G. Tackling Technology-Related Risks with Targeted Training
TUESDAY, NOVEMBER 07, 2023
8-G. Tackling Technology-Related Risks with Targeted Training
Technology can help you increase efficiency in your senior living community.
But the proliferation of mobile and internet-connected devices, including
telehealth, can also raise privacy and data security issues. This session
will help you learn how to identify technology-related risks in your
organization and how to mitigate those risks through staff training.
Presenters will give you the tools you need to train employees so they can
adopt and implement systems properly and reduce risks associated with
security breaches and threats to systems and data. You’ll return home with a
better understanding of how to develop engaging training methods to help your
team members view technology as a benefit, not a chore.
* Jennifer Griveas, Chief Human Resources Officer & General Counsel, Eliza
Jennings
* Michael Gray, Director of Information Technology, Eliza Jennings
22-G. Weathering the Storm: Design Strategies for Disasters
TUESDAY, NOVEMBER 07, 2023
22-G. Weathering the Storm: Design Strategies for Disasters
Weather-related events like hurricanes, tornadoes, and floods can disrupt the
operations of senior living communities, compromise or destroy buildings in
an instant, and turn residents’ lives upside down. This session will
highlight strategies to help your buildings endure and recover from
catastrophic events. Building professionals and organizational leaders will
present examples of how senior living communities are addressing heat and
drought in Texas, seismic and power challenges in California, and hurricane
and flooding threats in Florida. Learn more about the natural and human-made
disasters that could strike your community, review the basic principles of
resilient building design, and take home advice to help protect your
buildings from threats.
* Grant Warner, Principal, HKS Inc.
* Patrick Crump, President & CEO, Morningside Ministries
* Brent Bartell, Principal, Hart Gaugler + Associates
34-G. Getting Unstuck: A Guide for Sustaining Diversity Efforts
TUESDAY, NOVEMBER 07, 2023
34-G. Getting Unstuck: A Guide for Sustaining Diversity Efforts
Are you concerned that your organization hasn’t done enough to implement a
diversity, equity, inclusion, and belonging (DEIB) initiative? Frustrated
that your DEIB council hasn’t been as active as you would like? Confused
about how to restart your DEIB journey? You are not alone. DEIB initiatives
take time and energy, and sometimes they get stuck. This session will present
case studies of aging services organizations that have overcome barriers to
move their DEIB initiatives forward. Presenters will use the Appreciative
Inquiry 5-D Cycle framework to guide participants as they prepare to develop
DEIB initiatives and measure their success in sustaining diversity efforts.
Participants will take home strategies and techniques for integrating
diversity efforts into organizational culture, structure, and strategic
planning.
* Marsha Wesley Coleman, Dir of Leadership Development & Training, Friends
Services Alliance
* Jennifer Jimenez Marana, CEO/Founder, Marana Consulting
48-G. Getting Your Board Ready for Oversight, Insight, and Foresight
TUESDAY, NOVEMBER 07, 2023
48-G. Getting Your Board Ready for Oversight, Insight, and Foresight
Your aging services organization must stay one step ahead of changing
circumstances if it’s going to succeed in a complex and often uncertain
operating environment. But how? This session will explore practical
strategies to help you give your governing board and executives the tools
they need to work collaboratively as they plan and prepare for the future.
Let experts in the field of aging services help you understand the difference
between strategic and operational planning and why both are necessary. Find
out how to equip board members and leaders to measure your organization’s
impact, manage its risk and compliance, and navigate the ever-changing
regulatory landscape. You’ll walk away with a better understanding of
boardroom best practices and recommendations for improving board management.
* Dottie Schindlinger, VP, Thought Leadership, Diligent
65-G. Wisconsin Wisdom: The Secret to Competitive Advantage
TUESDAY, NOVEMBER 07, 2023
65-G. Wisconsin Wisdom: The Secret to Competitive Advantage
Are you looking for a process to help define your organization’s competitive
advantage in today’s market and reposition your campus to maintain a
competitive edge? Then you’ll want to hear from the four Wisconsin-based
providers of aging services participating in this panel discussion. These
organizational leaders will tell you about their vision for the future of
their campuses; how they approached building renovation, repositioning, and
new construction; the partnerships they created or pursued to enhance
services; their creative solutions to address employee recruitment and
retention; and how they foster effective relationships and communication to
garner approval for new projects. Don’t miss this opportunity to hear from
leaders with diverse skills and backgrounds, including experience in sales
and marketing, development, healthcare, fundraising, and hospitality.
* Jennifer Sodo, Senior Living Market Leader, Eppstein Uhen Architects
* Nicole Pretre, President & Chief Executive Officer, Cedar Community
* Teresa Gatto, COO, Clement Manor, Inc.
* Brian Robinson, Director of Leisure Services, Fairhaven Retirement
Community
66-G. Your Accountable Care Future: Strategies for Success
TUESDAY, NOVEMBER 07, 2023
66-G. Your Accountable Care Future: Strategies for Success
The Centers for Medicare & Medicaid Services is making progress in pursuing
its goal to enroll all Medicare beneficiaries in accountable care
relationships by 2030. As of 2023, 22% of all Medicare fee-for-service
beneficiaries—about 13.2 million people—have been assigned to an Accountable
Care Organization (ACO). This session will provide an overview of the
different types of ACOs and their varied waivers and expectations. Hear from
providers of aging services who are taking unique and collaborative
approaches to working with ACOs. Learn how to avoid potential ACO-related
pitfalls and seize the opportunities ACOs can present.
* Andy Edeburn, Managing Partner, Elder Dynamics
* Andrea Osborne, SVP, ACO Operations & Delegated Services, VillageMD
* Nicole Fallon, VP, Integrated Services and Managed Care, LeadingAge
83-G. Authentic Stories Can Elevate Your Brand
TUESDAY, NOVEMBER 07, 2023
83-G. Authentic Stories Can Elevate Your Brand
Providers of aging services have many unique and creative opportunities to
change public misconceptions about senior living and break down decades-old
stereotypes about aging. The secret to bringing about this transformation is
simple: providers must tell authentic stories about living and working in
senior living. During this session, you’ll learn how the unique stories of
current residents and staff can help you reach new customers, attract
talented team members, and elevate your brand. Presenters will teach you how
to select resident and staff stories that illustrate why your community or
organization is a great place to live and work. They’ll also introduce you to
new strategies for sharing your community’s stories in ways that support a
variety of sales, marketing, and hiring needs.
* Kelly Stranburg, Account Executive, FullCount
* Chris Mohrman, Vice President Marketing, WelcomeHome Software
99-G. Energize Your Team by Connecting the Hospitality Dots
TUESDAY, NOVEMBER 07, 2023
99-G. Energize Your Team by Connecting the Hospitality Dots
Are staff turnover and competing priorities causing your customer service to
suffer? This session will help you energize team members to provide a better
experience for your residents and revitalize your culture. Find out how
Brightspire Senior Living in Colfax, NC, created a set of clear service
standards that encouraged team members to establish positive first
impressions, communicate compassionately, and deliver anticipatory service.
Learn how to use adult learning principles to design an effective hospitality
curriculum that connects the dots between service standards and employees’
daily activities on the job. Take home best practices to help you create a
sustainable hospitality program that your team will deliver enthusiastically
for years to come.
* Donna Cutting, Founder & CEO, Red-Carpet Learning Systems
* Mark Collins, Vice President of Human Resources, Brightspire
* Kelli Underhill, Director of Workforce Development, Brightspire
100-G. Moving Forward: An Update on Nursing Home Quality
TUESDAY, NOVEMBER 07, 2023
100-G. Moving Forward: An Update on Nursing Home Quality
During last year’s Annual Meeting, leaders of the Moving Forward Nursing Home
Quality Coalition reported on their early efforts to prioritize
recommendations for improving nursing home quality from a 2022 National
Academies of Sciences, Engineering, and Medicine report. This year, Coalition
leaders will return to the Annual Meeting to share their action plans to
advance those recommendations and the work they’ve done to execute them. The
Coalition’s 9 action plans include efforts to expand financing physical plant
transformations, build robust CNA career pathways, develop new targeted
survey approaches, and increase the person-centeredness of care through
innovative tools, measures and processes. Learn more about specific Coalition
action plans, catch up on the Coalition’s goals for 2024, and discover how
you can get involved.
* Isaac Longobardi, Director, Nursing Home Coalition, LeadingAge
* Ruth Katz, SVP of Public Policy and Advocacy, LeadingAge
* Sumire Maki, Program Manager, Moving Forward Coalition, LeadingAge
115-G. IWISH: Delivering Support Services in Affordable Housing
TUESDAY, NOVEMBER 07, 2023
115-G. IWISH: Delivering Support Services in Affordable Housing
The Integrating Wellness in Supportive Housing (IWISH) program was
implemented by the U.S. Department of Housing and Urban Development from 2017
through September 30, 2023. IWISH uses HUD-assisted housing communities as a
platform for delivering supportive services to older residents. This session
will share boots-on-the-ground information about how the IWISH pilot
benefitted residents receiving services. Presenters will report on resident
outcomes and evaluate additional data collected during the last years of the
pilot. You’ll hear about the challenges and successes of implementing IWISH
in diverse communities, program components that should be continued, and
alternative sources for continued funding of an IWISH program.
* Brenda Carney, National Service Coordinator Manager, CSI Support &
Development COOP
* Alisha Sanders, Director of Program Design, Evaluation & Strategy,
Volunteers of America National Services
130-G. Employee Benefits: How to Boost Recruitment and Avoid Fines
TUESDAY, NOVEMBER 07, 2023
130-G. Employee Benefits: How to Boost Recruitment and Avoid Fines
Recent legal and regulatory changes affecting employee benefits can burden
providers of aging services by inflating operating costs, increasing fines
and penalties, and distracting you from carrying out your organization’s
mission. Presenters of this session will describe the regulatory hurdles
providers have encountered while implementing their organizations’ employee
benefits plans, and the tools your organization will need to overcome similar
hurdles. Compliance experts will explain why they expect the COVID-19
pandemic to impact compliance for the foreseeable future. They’ll also review
changes in Affordable Care Act regulations and new mandates from the Biden
administration. Learn how to create an optimal benefits program that boosts
recruitment and retention while helping you avoid costly pitfalls.
* Rory Akers, Associate Director, Sr. ERISA Compliance Attorney, Lockton
Insurance Brokers
* Ron Patti, COO, United Methodist Homes – Hilltop Campus
* Aaron Marsden, Producer Partner, Lockton Insurance Brokers
* Joanna Mayer, Benefits Director, National Church Residences
146-G. Attracting Purpose-Driven People to Your Purpose-Driven Organization
TUESDAY, NOVEMBER 07, 2023
146-G. Attracting Purpose-Driven People to Your Purpose-Driven Organization
Did you know that today’s employees, regardless of age, are focused on
finding purpose and giving back? This workforce revolution puts providers of
aging services in a great position to use their purpose-driven cultures to
attract purpose-driven employees. During this session, a workforce consultant
and two providers of aging services will use data, research, and case studies
to describe and help you tap into the new purpose-driven economy. Learn how
your community’s culture can help it stand out as a purpose-driven
organization and attract a workforce similarly focused on purpose. You’ll
think differently about the “staffing crisis” when you discover how to
position your organization to attract and retain the best employees in this
new era of purpose-driven work.
* Denise Boudreau, President, Drive
* Jayne Keller, Chief Operating Officer, Christian Living Communities
* Carol Silver-Elliott, President & CEO, Jewish Home Family
147-G. Introducing Aging Services Professionals to Their Aging Selves-
CANCELED
TUESDAY, NOVEMBER 07, 2023
147-G. Introducing Aging Services Professionals to Their Aging Selves-
CANCELED
Professional caregivers in the field of aging services spend their days
working with or on behalf of older people. But they often don’t think about
how they feel about their own aging or how those feelings impact their work.
This session will explore how an awareness of ageism can help senior living
organizations create workplaces built around positive feelings about growing
older. Let presenters show you how to create workplaces that encourage
person-centered practices and foster an understanding of the values, needs,
and preferences of residents, clients, and employees. You’ll return home with
a new appreciation for how we can be successful and healthy in later life,
even while living with decline, disability, and loss.
2:45-3:45 p.m
9-H. Grow Revenues and Drive Efficiencies with Connected Data
TUESDAY, NOVEMBER 07, 2023
9-H. Grow Revenues and Drive Efficiencies with Connected Data
Providers of aging services collect a treasure trove of data that could
enhance their organizations’ operations, quality of care, and resident
satisfaction scores. However, this data is often siloed and fragmented,
making it less useful than it could be. This session will show you how to
establish a connected information and analytics hub that can rapidly gather
data from multiple internal and external sources, consolidate that data
across functions, and provide insights to help improve your organization’s
operations. Discover how a connected system can help you speed up the hiring
process, increase retention rates, optimize staffing, improve clinical
outcomes, expand your strategic planning capabilities, and improve
compliance. Don’t miss this opportunity to explore the benefits of unified
data and learn how to help your organization achieve it.
* Nicholas Carr, Director of Finance, Parker Health Group, Inc.
* Jim Dellapa, CIO, Parker Health Group, Inc.
* Scott Code, Vice President, CAST, LeadingAge
* Judy Collett-Miller, Director of Technology Innovation, Parker Health
Group, Inc.
* Venkat Pydimarri, Head, Healthcare, OwlHealth&Care Technologies Ltd.
23-H. Blueprints for the Future of Aging Services: Perspectives from CEOs
TUESDAY, NOVEMBER 07, 2023
23-H. Blueprints for the Future of Aging Services: Perspectives from CEOs
Does the senior living community where you work today align with your vision
of the community where you’d like to live in the future? What would it take
to bridge the gap between your aspirations and current realities in the field
of aging services? During 2023, 10 visionary chief executives of LeadingAge
member organizations pondered these and other questions during a series of
conversations designed to create a blueprint for the future of our field.
This session will feature a panel discussion among CEOs who participated in
those dialogues. Panelists will summarize their previous conversations and
discuss ways leaders in the field of aging services can spur innovation by
developing new senior living models that balance cutting-edge visions with
the realities of implementation.
* Ben Gilchrist, President & CEO, Southminster
* Gretchen Cobb, Chief Operating Officer, Royal Oaks Retirement Community
* Merintha Pinson, Senior Associate, Perkins Eastman Architects PC
* Timothy Johnson, Immediate Past CEO, Frasier
* Daniel Cinelli, Senior Principal, Perkins Eastman Architects PC
35-H. How to Address the Older Adult Housing and Homelessness Crisis
TUESDAY, NOVEMBER 07, 2023
35-H. How to Address the Older Adult Housing and Homelessness Crisis
Many older adults are projected to enter their later years living on fixed
incomes and relying on support from smaller family networks than previous
generations. These projections suggest that older adults are living under a
growing threat of homelessness as they age. This session will focus on the
challenges facing older adults at risk for homelessness and how those
challenges can be mitigated. Presenters from Serving Seniors, a nonprofit
agency providing housing and case management to low-income older adults, will
discuss policy and infrastructure-related solutions that can address and
prevent the housing and homelessness crisis. In addition, presenters will
review findings and recommendations from their 2021 Senior Homelessness Needs
Assessment and discuss how community partners used those findings to address
older adult homelessness in San Diego.
* Paul Downey, President & CEO, Serving Seniors
* Melinda Forstey, COO, Serving Seniors
* Christina Selder, Director of Community Engagement + Government Relations,
Serving Seniors
49-H. What’s a Learning Organization—and How Can You Become One?- CANCELED
TUESDAY, NOVEMBER 07, 2023
49-H. What’s a Learning Organization—and How Can You Become One?- CANCELED
The New York State Veterans Home at Oxford, NY, recently adopted a Learning
Organization Model to address multiple challenges, including declining
census, staff shortages, and low staff morale. The model, which will be
described during this session, offers organizations the ability to become
more flexible and professional—and boost employee satisfaction—by building a
culture in which individuals continually create, acquire, and transfer
knowledge and become more engaged, adaptable, and competent. Presenters will
explore three building blocks of a Learning Organization: a supportive
environment, concrete learning processes, and leadership that reinforces
learning. Explore how the New York State Veterans Home became a Learning
Organization and discover how to assess your organization’s readiness to
follow in its footsteps.
67-H. Growing One Organization by Rescuing Another
TUESDAY, NOVEMBER 07, 2023
67-H. Growing One Organization by Rescuing Another
Rising development costs can make it challenging for a senior living
organization to expand into new markets. But that’s no reason to put
expansion plans on the back burner. Instead, consider following the example
of Ohio Masonic Home (OMH), which expanded its operations into a new region
by purchasing—and rescuing—a life plan community in bankruptcy. This session
will highlight how OMH stabilized its new asset by launching a collaborative
master planning process that corrected operational inefficiencies baked into
the physical layout. Presenters will share the strategies they used to
improve their new community’s occupancy and financial performance. They’ll
also explain the logistical and cultural challenges they faced when they
decided to replace a dysfunctional skilled nursing building while continuing
to care for its residents.
* Jason French, President, Western Reserve Masonic Community
* Suzanne Meltzer, Senior Design Architect, RDL Architects, Inc.
* John Mehrkens, Principal, Baile Senior Development
68-H. Hospital at Home: Acute Care Reimagined
TUESDAY, NOVEMBER 07, 2023
68-H. Hospital at Home: Acute Care Reimagined
During the COVID-19 pandemic, the Centers for Medicare & Medicaid Services
and state health officials eased some regulatory restrictions to help
healthcare organizations build their capacity, increase access to care, and
reduce burdens on a strained workforce. These regulatory changes paved the
way for a new program that provides acute-care services to patients in their
homes. This session will present the story of Nascentia Health, a home care
provider based in Syracuse, NY, which worked with a hospital partner to
develop an Acute Hospital Care at Home (AHCaH) program. Presenters will
explain how the AHCaH program works and the steps necessary to create and
execute the program. Learn how to weigh the benefits and risks of an AHCaH
program, choose the right partners, and measure outcomes.
* Andrea Lazarek-LaQuay, Chief Clinical Officer, Nascentia Health
84-H. You Can Evolve from Media Naysayer to Expert News Source
TUESDAY, NOVEMBER 07, 2023
84-H. You Can Evolve from Media Naysayer to Expert News Source
Do you break out in a cold sweat when a reporter calls? Secretly wish you
could dodge that interview with the local radio station? You’re not alone.
Engaging with reporters is frequently viewed as unpleasant and even
distasteful by many providers of aging services. But there’s no need to fret.
Instead, learn to view your encounters with the press as worthwhile
activities that can have positive outcomes. During this session, you’ll hear
from LeadingAge members whose attitudes toward media engagement have evolved
from negative or passive to positive and proactive. Presenters will tell you
how they evolved from media naysayers to expert news sources—and how you can
follow in their footsteps.
* Stuart Almer, President and CEO, Gurwin Jewish Nursing & Rehabilitation
Center
* Tina Sandri, CEO, Forest Hills of DC u2013 Inclusive Senior Living
* Dorothy Davis, CEO/President, Visiting Nurse Health System, Inc.
* Brian Gavin, SVP Communications & Marketing, Volunteers of America
* Lisa Sanders, Sr. Director, Media Relations & Editorial, LeadingAge
101-H. Value-Based Care: Getting a Seat at the Table
TUESDAY, NOVEMBER 07, 2023
101-H. Value-Based Care: Getting a Seat at the Table
Senior living communities are viewed as prime locations for delivering
home-based healthcare through value-based care models. This session will
explore why senior living is getting so much attention from payers
participating in these models. Presenters from LeadingAge Gold Partner
PointClickCare will suggest ways to take advantage of that attention, whether
you are interested in partnering with payers, becoming a payer, or serving as
a care coordination agent for your residents. They’ll also introduce you to
the “Triple AIM,” which calls for improving the experience of care and the
health of populations while reducing costs. Find out why you should care
about this approach, how you can participate in value-based care, and how
that participation can help support your organization’s mission.
* Murry Mercier, Senior Living Market Director, PointClickCare
* Steven Buslovich, MD, VP – Senior Care, VBC, PointClickCare
* Stephanie Boreale, National Director of Health Strategy, Watermark
Retirement Communities
102-H. Managing Continuing Care at Home from Start-Up to Maturity
TUESDAY, NOVEMBER 07, 2023
102-H. Managing Continuing Care at Home from Start-Up to Maturity
When organizations establish continuing care at home (CCaH) programs, they
typically focus on the requirements for a successful start-up and pay less
attention to the requirements for maintaining ongoing program viability.
During this session, representatives from CCaH programs at different stages
of development will help you focus on both sets of requirements. Presenters
will discuss their challenges while establishing a CCaH program, such as
complying with state regulations and educating consumers about a new concept.
They’ll also discuss ways to reach and maintain sustained program viability,
manage the changing desires of consumers, and help CCaH members transition
from home to a life plan community when they are ready. Discover innovative
ways to grow your CCaH program so it remains strong today and into the
future.
* Nicole Holtsclaw, Executive Director, Sun Health
* Cecily Laidman, Executive Director, Springpoint Choice
* Brad Paulis, Partner, Continuing Care Actuaries
116-H. Fun and Engagement for All—Including Those with Mental Illness
TUESDAY, NOVEMBER 07, 2023
116-H. Fun and Engagement for All—Including Those with Mental Illness
Fun and engagement are the philosophies that drive Byron Wellness Community’s
unique approach to serving residents with severe and chronic mental health
issues, dementia, intellectual and developmental disabilities, and traumatic
brain injuries. During this session, the chief executive officers of this
stand-alone community in Fort Wayne, IN, will explain how their organization
creates a warm and inviting environment for residents through its innovative
approach to language, activities, training, dress code, and community
partnerships. Hear about Bryon’s philosophies of delivering care and meeting
resident preferences. Discover how the community works to hire employees who
are willing to step outside their preconceived notions of aging services and
focus on creating positive days for residents. Take home tips for
implementing Byron’s innovations in your organization.
* Sarah Starcher-Lane, COO/Executive Director, Byron Health Center
* Deb Lambert, CEO, Byron Health Center
131-H. Advocacy Messages: Telling Your Story to the Right People- CANCELED
TUESDAY, NOVEMBER 07, 2023
131-H. Advocacy Messages: Telling Your Story to the Right People- CANCELED
Despite the global pandemic, nationwide staffing shortages, and legislative
mandates, senior living organizations continue to provide high-quality care,
offer meaningful employment opportunities, and meet vital community needs.
That’s why providers of aging services must tell their stories to elected
officials, policymakers, and community leaders who can help them continue
offering high-quality services and supports to older residents and clients.
This session will provide practical guidance for organizations seeking to
build an effective advocacy program that reaches the right people with the
right messages at the right time. Representatives of one LeadingAge member
organization will share their approach to advocacy communication. Learn how
to develop and deliver an effective advocacy messaging program that doesn’t
require significant time and resources.
132-H. Policy Update: Nursing Homes
TUESDAY, NOVEMBER 07, 2023
132-H. Policy Update: Nursing Homes
Nursing homes have spent more than three years fighting COVID-19. At the same
time, nursing home executives have been navigating a severe workforce crisis,
regulation changes, supply-chain challenges, and a variety of nursing
home-related proposals on Capitol Hill. This session will help nursing home
providers take a deep breath and consider how they will transition from “What
We’ve Been Through” to “What Comes Next.” Presenters will review the policies
and market forces shaping nursing home operations and explore the steps you
can take to position your nursing home for the journey ahead. You’ll walk
away with a better understanding of survey trends, regulatory changes, and
how you can make a difference at the federal level.
* Janine Finck-Boyle, VP of Regulatory Affairs, LeadingAge
* Evan Shulman, Director, Division of Nursing Homes Survey and Certification
Group, Centers for Medicare and Medicaid Services
* Jodi Eyigor, Director, Nursing Home Quality & Policy, LeadingAge
148-H. Find Academic Partners to Help You Attract and Retain Talent
TUESDAY, NOVEMBER 07, 2023
148-H. Find Academic Partners to Help You Attract and Retain Talent
Eaton Senior Communities (ESC) in Lakewood, CO, has been working with
educational institutions for over 15 years to provide internship
opportunities for undergraduate students. This session will describe how the
initiative helped ESC attract and retain talent to work in its affordable
housing community, which offers residents a multitude of supportive services.
Explore ESC’s program from the perspectives of the organization, former
interns, educational partners, and residents. Learn how ESC created a
framework that allows students from a variety of disciplines to gain
practical experience throughout the organization. Let presenters tell you
about their successes and the lessons they learned. Take home ideas for
developing academic partnerships and creating internship opportunities within
your organization.
* Garrett Chism, Faculty, Metropolitan State University of Denver
* Sarah Schoeder, Director of Wellness Initiatives, Eaton Senior
Communities, Inc.
* Diana Delgado, President & CEO, Eaton Senior Communities, Inc.
* Brianna Haskins, Director of Community Development, Eaton Senior
Communities, Inc.
149-H. Looking to Improve Retention? Consider Onsite Staff Housing
TUESDAY, NOVEMBER 07, 2023
149-H. Looking to Improve Retention? Consider Onsite Staff Housing
Offering affordable, onsite housing to your community’s team members can
improve staff retention, stabilize staffing levels, and support the people
who work for you. This session will highlight the experience of Lake
Minnetonka Shores, a Minnesota-based senior living community that has offered
low-rent apartments to team members for many years with great success and
some difficulty . Presenters will describe the benefits and challenges of
providing staff housing and offer tips to help you start a housing
initiative. You’ll go home with a new understanding of the potential of your
return investment you’re likely to receive from a staff housing project and
analytics that can help you navigate the decision process.
* Rob Lahammer, Vice President of Engagement and Advocacy, Presbyterian
Homes and Services
4:30-5:30 p.m
10-I. Interoperability: What is It and How Do We Achieve It?
TUESDAY, NOVEMBER 07, 2023
10-I. Interoperability: What is It and How Do We Achieve It?
Interoperability helps long-term and post-acute care (LTPAC) providers ensure
that the right information about the right person is available to the right
providers at the right time. Interoperability occurs when data systems in
different care settings communicate with one another so that care transitions
are as seamless as possible. During this session, leaders from the Centers
for Medicare & Medicaid Services (CMS) will discuss how they are working with
providers and health information technology experts to advance interoperable
data exchange in LTPAC settings. Participants will gain insights into CMS
policies and activities to promote interoperability. In addition, they will
learn how to discuss care coordination, standardized data, provider burden,
and other interoperability-related issues with policymakers.
* Lorraine Wickiser, Interoperability Lead for Post-Acute Care, Center for
Medicare & Medicaid Services (CMS)
* Dave Hill, Project Manager, Tech & Business Development Lead, The MITRE
Corp
* Elizabeth Palena Hall, Long-Term and Post-Acute Care Lead, CMS (Centers
for Medicare and Medicaid Services)
11-I. Technology Solutions to Combat Workforce Challenges
TUESDAY, NOVEMBER 07, 2023
11-I. Technology Solutions to Combat Workforce Challenges
Every aging services provider knows from experience that workforce pressures
exert a significant influence on the operations, financial health, and
strategic positioning of their organizations. But the same providers may not
be aware that technology solutions could help their organizations address
their recruitment and retention challenges. This session will highlight
technology solutions that support workforce management, recruitment,
staffing, scheduling, and training. Presenters will describe solutions that
are currently available on the market and emerging technologies, including
robotics, that are in the early stages of product maturity. In addition, they
will review how senior living organizations make decisions about when they
will invest in technology solutions, what solutions they will purchase, and
how much they will spend.
* Thomas Meyers, Managing Director, Ziegler
* Mary Lynn Spalding, President & CEO, Christian Care Communities
* Peter Corless, Executive Vice President of Enterprise Development, OnShift
24-I. How Building Design Can Support a Culture of Belonging
TUESDAY, NOVEMBER 07, 2023
24-I. How Building Design Can Support a Culture of Belonging
The structure of our physical spaces impacts our emotions and behavior,
whether we know it or not. That’s why architecture has such power to
transform senior living communities and why it’s so important that each
building’s design is aligned with a community’s culture and instills a sense
of belonging in residents. This session will underscore the importance of
continually revisiting and reevaluating our design strategies to ensure that
they are creating an environment of inclusion, support, and opportunity for
personal growth. Learn to consider how to help residents use buildings to
improve their lives and how to innovate with empathy toward future residents.
Discover how architectural innovation can support a community’s cultural
transformation and how challenging our design processes can unlock new
concepts and visions.
* David Fik, President, Lantz Boggio / Architects
* Jill Vitale-Aussem, President and CEO, Christian Living Communities
36-I. Help Your Community Become Dementia Friendly
TUESDAY, NOVEMBER 07, 2023
36-I. Help Your Community Become Dementia Friendly
Aging services providers can play a pivotal role in helping their local
communities become “dementia friendly.” How? Through Dementia Friends, a
no-cost education and awareness program designed to change how communities
think, act, and talk about dementia. During this session, you’ll discover how
the Dementia Friends program can help your organization become a leader of
dementia-inclusive initiatives in your community. Find out how you can work
with local partners to develop dementia-inclusive activities that are
culturally responsive, feature cross-sector collaboration, and help families
and professionals understand and anticipate the changing needs of individuals
living with dementia. Presenters will report on program outcomes and share
practical ways providers can implement the Dementia Friends program and adapt
it for use with diverse communities.
* Salli Bollin, Executive Director, MemoryLane Care Services
* Marty Williman, Program Director, Ohio Council for Cognitive Health
50-I. Helping Your Board Lead During Challenge and Change
TUESDAY, NOVEMBER 07, 2023
50-I. Helping Your Board Lead During Challenge and Change
In the wake of the COVID-19 pandemic, senior living organizations are focused
squarely on big challenges, like retaining or rebuilding their teams,
navigating an unpredictable economic climate, and making difficult strategic
choices. How an organization’s board of directors leads—or fails to
lead—during these times of change can make or break an organization. This
session will show you how to strengthen your board through strategic
recruitment and ongoing attention to board development. Discover how to
recruit board members whose skills align with your organization’s needs and
then provide those board members with continuing education, so they
understand the organization’s work, priorities, and challenges. Delve into
the board’s important communication role, and gain tips for helping board
members deliver clear messages that resonate with important audiences.
* Annetha Hall, Board Chair, The Kendal Corporation
* Jane Mack, President/CEO, Friends Services Alliance
* Mike Gross, President, AKCG – Public Relations Counselors
69-I. Your Recipe for a Successful Home Care Business
TUESDAY, NOVEMBER 07, 2023
69-I. Your Recipe for a Successful Home Care Business
Access to home-based services and supports gives older adults more choice in
how and where they will spend their later years. That’s why consumers prefer
home care services and why those services often represent the starting point
of an older adult’s care path. This session will give you a head start on
developing a home care business that offers your organization a competitive
advantage in its market. Presenters will explain the basics of the home care
model and detail the financial, operational, and leadership structures most
conducive to success. You’ll head home with a new appreciation for how a
successful home care business can give you a prominent position in your
market’s continuum of care.
* Mark Goetz, President and CEO, HomeCare Advocacy Network
* Annette Greely, CEO/President, American Baptist Homes of the Midwest
70-I. Taking the Guesswork Out of Philanthropy
TUESDAY, NOVEMBER 07, 2023
70-I. Taking the Guesswork Out of Philanthropy
There’s no need to rely on guesswork when discerning whether a philanthropy
program will help your organization advance its mission. This session will
show you how to use data to find answers. The vice president for philanthropy
at the Givens Communities in Asheville, NC, and two life plan community
advisors, will describe the organization’s Culture of Giving study, which
documents resident and stakeholder attitudes about giving. The study helped
the Givens Communities test potential giving opportunities, develop an
aspirational case for support, and create a plan to grow a community culture
of giving. Let presenters show you how resident and stakeholder data can help
you develop and refine strategic initiatives, engage potential donors, and
confidently initiate or elevate a giving program.
* Brian Guengerich, Vice President of Philanthropy, Givens Communities
* Michelle Melton, Vice President, Marketing and Philanthropy, WellPointe
Advisors LLC
* David Ratchford, Strategy and Development Principal, WellPointe Advisors
LLC
* Kevin Schwab, Chief Executive Officer, Givens Communities
85-I. Develop a Sales Strategy Before Your Next Marketing Event
TUESDAY, NOVEMBER 07, 2023
85-I. Develop a Sales Strategy Before Your Next Marketing Event
With so many high-tech, sophisticated marketing strategies available in
senior living, why do providers of aging services return, time and time
again, to tried-and-true marketing events? Because they work! This session
will focus on the importance of hosting marketing events that are
strategically designed to increase new leads, generate appointments, move
prospects through the sales process more quickly, and increase move-ins.
Presenters will explain why it’s crucial to develop a sales strategy before
your marketing event so it’s not just a party. They’ll also offer tips for
choosing creative themes and topics for your next marketing event. Learn how
to engage your sales team before, during, and after a marketing event so
guests are more likely to take their next step in the sales journey.
* Barbara Matamoros, Director of Sales and Marketing, Forefront Living
* Kristine Graeber, First Vice President, Greystone
* Leslie Dominguez, Corporate Vice President, Greystone
103-I. Nutrition + Hospitality = Satisfaction and Retention
TUESDAY, NOVEMBER 07, 2023
103-I. Nutrition + Hospitality = Satisfaction and Retention
How can you create a dining program that meets residents’ nutritional
requirements while providing a family dining experience? Dan Levitt, a
gerontologist and chief executive officer at KinVillage Association in
British Columbia, Canada, has some ideas on how to reinvent the dining
experience within a clinical environment. During this session, find out how
KinVillage enhanced the resident experience by reimagining their approaches
to dining and hospitality. Learn tangible steps and case studies illustrating
dining changes that can profoundly affect resident health and employee
morale. And understand how the community’s increased focus on hospitality
boosted resident satisfaction and employee retention. You’ll leave this
session with great ideas for improving the dining experience for residents
and with an implementation plan to help you create that change.
* Dan Levitt, Chief Executive Officer, Kin Village Association
* Ellen Lowre, Vice President Nutrition, Wellness and Sustainability, CCL
Hospitality Group
* Alan Campbell, Senior Director, Marketing and Support Services, Compass
Group USA-PA
117-I. Let Professional Artists Transform Your Housing Community
TUESDAY, NOVEMBER 07, 2023
117-I. Let Professional Artists Transform Your Housing Community
Discover how the daily presence of professional artists can support the work
of aging service providers, improve the well-being of older adults,
strengthen communities, and help advance social change. During this session,
leaders of an arts organization and an affordable housing community will
share the results of their two-year experiment to create and integrates arts
activities into an affordable senior housing community that 450 older adults
call home. Musicians involved in the experiment built lasting relationships
with housing community residents by teaching music lessons; leading lectures,
discussion groups, and choirs; and hosting open rehearsals, performances, and
a Music Festival. Discover the importance of bringing musicians to housing
communities and the potential impact creative placemaking could have
throughout the aging services sector.
* Tiffany Nicolette, Vice President of Housing & Services, Comprehensive
Housing Assistance, Inc. (CHAI)
* Lauren Latessa, Executive Director, Iris Music Project
118-I. Systems, Spirituality, and Emotional Wellbeing
TUESDAY, NOVEMBER 07, 2023
118-I. Systems, Spirituality, and Emotional Wellbeing
What strategies are best suited to improving well-being in mind, body, and
spirit? The presenter of this session will help you find the answer to that
question in the wisdom of the great spiritual traditions, insights from the
world of mental health, and practices of healthy aging and positive
psychology. Kelly O’Shea Carney, a licensed psychologist with board
certification in geropsychology, will explore how wisdom from across
disciplines can improve the experiences, well-being, and quality of life of
all who live and work in long-term care settings. Carney will give you the
tools you need to promote holistic well-being among residents, staff, and
family members.
* Kelly Carney, Board Certified Geropsychologist, Vision Led Change
Consulting
133-I. SNF Regulations: Get the Clarity You Need to Succeed
TUESDAY, NOVEMBER 07, 2023
133-I. SNF Regulations: Get the Clarity You Need to Succeed
To ensure the future of their care settings, licensed senior living providers
need a clear understanding of the regulatory changes and survey trends that
impact their operations. Participants in this session will gain that clarity
when presenters review and evaluate key regulatory developments from the past
year, including the implementation of Phase 3 of the Requirements of
Participation and updated surveyor guidance. This is your chance to review
current survey trends, including the top citations issued nationally and
regionally. Delve into the status of rules mandating that skilled nursing
facilities (SNF) report COVID-19 vaccination status through the National
Healthcare Safety Network. Discuss common regulatory challenges and learn how
to anticipate and prepare for future regulatory developments and surveys.
* Sean Fahey, Attorney, Hall Render Killian Heath & Lyman PC (IN Office)
* Maddie Spearman, Attorney, Bradley Arant Boult Cummings
134-I. Washington Update: Policy Insights from LeadingAge
TUESDAY, NOVEMBER 07, 2023
134-I. Washington Update: Policy Insights from LeadingAge
You don’t have to be a “policy wonk” to stay current on federal policy
issues. You just need to spend an hour with the LeadingAge Policy Team.
During this session, those team members will tell you what you need to know
as we enter election season and the second session of the 118th Congress.
Presenters will fill you in on new guidance from the Centers for Medicare &
Medicaid and the U.S. Department of Housing and Urban Development, recent
executive orders and fact sheets from the White House, and the latest news
about pending legislation and Congressional hearings. You’ll walk away
knowing what’s going on in the White House, on Capitol Hill, and in federal
agencies—and what it all means for you and your organization.
* Mollie Gurian, Vice President, Home Based and HCBS Policy, LeadingAge
* Janine Finck-Boyle, VP of Regulatory Affairs, LeadingAge
* Linda Couch, Vice President, Housing and Ageing Services Policy,
LeadingAge
* Nicole Fallon, VP, Integrated Services and Managed Care, LeadingAge
* Ruth Katz, SVP of Public Policy and Advocacy, LeadingAge
150-I. Winning the Hearts of Employees by Winning Awards
TUESDAY, NOVEMBER 07, 2023
150-I. Winning the Hearts of Employees by Winning Awards
Do award-winning organizations have happier employees? This session will
answer that question by highlighting case studies of four senior living
organizations that are building award-winning brands that benefit team
culture and lead to business success. Presenters will explain how recognition
from trustworthy external organizations at the local, regional, and national
levels can help organizations increase employee morale and stakeholder
confidence, pique the interest of prospective residents, boost employee
confidence, achieve better retention and easier referrals, and attract a
higher caliber of talent. Hear about presenters’ experiences on the path to
award-winning distinction and learn how your organization can build an
award-winning culture that influences employee happiness, morale, and
success.
* Chris Harper, Vice President, Communication, The Arbor Company
* Kyle Rand, Co-Founder & CEO, Rendever
* Mica Rees, Chief Brand & Growth Officer, Ohio Living
* Joe Velderman, Vice President of Innovation, Cypress Cove at HealthPark
Florida
* Wednesday, November 08, 2023
8:30-9:30 a.m
12-J. Generative AI in Aging Services: ChatGPT and Beyond
WEDNESDAY, NOVEMBER 08, 2023
12-J. Generative AI in Aging Services: ChatGPT and Beyond
Does AI have a role to play in your organization? This session will help you
answer that question. Participants will hear from providers already using
Generative AI. These presenters will discuss the potential challenges of
implementing Generative AI in aging services, including the need to balance
AI with human interaction and the importance of governance to ensure that AI
is used responsibly and ethically. They will also share best practices for
ensuring transparency, accountability, and stakeholder engagement when
implementing this new technology.
* Scott Code, Vice President, CAST, LeadingAge
* Rama Chellappa, Bloomberg Distinguished Professor, Johns Hopkins, Johns
Hopkins University
* Joe Velderman, Vice President of Innovation, Cypress Cove at HealthPark
Florida
* David Lindeman, Director, Center for Technology and Aging, University of
California, Berkeley
25-J. The Changing Dynamics of Nursing and Dependent Care
WEDNESDAY, NOVEMBER 08, 2023
25-J. The Changing Dynamics of Nursing and Dependent Care
Expanded regulatory requirements, declining reimbursements, and workforce
challenges put pressure on nursing homes, especially those operating as part
of life plan communities. In response, many organizations are reducing
nursing beds or setting aside those beds for exclusive use by life plan
community residents. Unfortunately, this practice could adversely affect
middle-market consumers, reduce uncompensated care, and threaten the 501(c)3
status of many nonprofit organizations. Presenters at this session will
explore design strategies that could allow nursing home providers to respond
to changing market demand by flexing between long-term care nursing,
short-stay rehab, assisted living, and memory care. You’ll also discover how
good design can help older adults age in place while preserving the market
appeal of independent living residences.
* Melissa Pritchard, Managing Principal, SFCS Architects
* Lisa Legeer, Chief Strategy and Integration Officer, LifeSpire of Virginia
37-J. DEI in the C-Suite: Leading Candid Conversations about Racism
WEDNESDAY, NOVEMBER 08, 2023
37-J. DEI in the C-Suite: Leading Candid Conversations about Racism
Employees at all levels of a senior living organization must be involved in
its mission to become more diverse, equitable, and inclusive. C-Suite
executives, who are primarily white and male, must lead the way, but they
need help. During this session, a panel of senior living leaders will share
strategies and tools C-Suite executives can use to step outside their comfort
zones, engage in conversations about racism, and encourage others to do the
same. Presenters will explore how racism affects different groups and what
each group can do to address that racism. They’ll also offer tips for
creating a safe space in your organization for all team members—including
C-Suite executives—to speak candidly and courageously about institutional
racism and their role in dismantling it.
* Philippe Saad, Principal, DiMella Shaffer
* Kendra Roberts, Vice President of Operations, HumanGood Inc.
* Marvell Adams Jr., Founder & CEO, Communities of Inclusion & Belonging,
Inc.
51-J. Regulator Expectations are Changing: Is Your Board Ready?
WEDNESDAY, NOVEMBER 08, 2023
51-J. Regulator Expectations are Changing: Is Your Board Ready?
The federal government is increasing its oversight of the healthcare sector,
and nonprofit boards of senior living organizations are not exempt from
scrutiny. New requirements for governing boards, interlocking directorships,
and nursing home-associated risk are resulting in more stringent surveillance
by a variety of agencies, including the Centers for Medicare & Medicaid
Services and the Department of Justice. During this session, presenters will
recommend steps your board should take to meet new expectations from
government regulators. You’ll gain insights into evolving government
oversight in such areas as board-level compliance and ethics, quality and
performance improvement, and nursing home assessments. Take home the tools
you need to improve your board’s understanding of government requirements and
how to meet them.
* Paula Sanders, Principal, Post & Schell, P.C.
* Karla Dreisbach, Vice President of Compliance, Friends Services Alliance
71-J. University-Based Lifelong Learning: Lessons from Arizona
WEDNESDAY, NOVEMBER 08, 2023
71-J. University-Based Lifelong Learning: Lessons from Arizona
With more older consumers demanding intellectually stimulating activity
programs, senior living providers are considering ways to enhance their
lifelong learning programs through partnerships with nearby learning
institutions. This session will highlight the success of lifelong learning
initiatives at Mirabella at ASU, a life plan community located on Arizona
State University’s Tempe campus. Presenters will describe how they conceived
and developed their lifelong learning program and operationalized it. Learn
how to get university partners to prioritize programming for life plan
community residents and integrate older adults into the university’s culture.
Gain ideas for ensuring your life-long learning and engagement program
benefits your community and your educational partner.
* Eric Mineart, VP Strategy & Innovation, Pacific Retirement Services
* Lindsey Beagley, Director of Lifelong University Engagement, Arizona State
University
* Jason Erdahl, Executive Vice President, Ankrom Moisan Associated
Architects
* Darla Esnard, Principal, Ankrom Moisan Associated Architects
86-J. Tools for Winning the Resident Recruitment Marathon
WEDNESDAY, NOVEMBER 08, 2023
86-J. Tools for Winning the Resident Recruitment Marathon
The process of attracting prospective residents to your assisted living,
memory care, or life plan community is a marathon, not a sprint. After all,
your sales staff touches base with prospective residents as many as 28 times
over 400 days before rolling out the red carpet on move-in day. This session
will introduce you to sophisticated tools designed to help you identify,
educate, and engage with older consumers during the long sales cycle. Learn
about digital marketing and sales automation technologies that can help you
operate a more robust sales process and use marketing dollars more
efficiently. Let presenters introduce you to customer relations management
systems that can help you find, engage, nurture, and track digital leads in a
way that’s never been possible.
* Christa Daniello, Vice President, Sales, The Osborn
* Richard Sgaglio, Vice President, Marketing and Development, The Osborn
* Mona Hilton, CEO, Advantage Anywhere
104-J. Securing Funding for Improving and Greening Affordable Housing
WEDNESDAY, NOVEMBER 08, 2023
104-J. Securing Funding for Improving and Greening Affordable Housing
The nation’s affordable housing portfolio faces threats presented by its own
aging infrastructure and the effects of climate change. Housing providers
looking for ways to tackle these threats will get some help during this
session. Presenters will review the federal toolbox for housing preservation
and resiliency, including the Inflation Reduction Act, which provides $25
billion in funding that can be leveraged for affordable housing. You’ll
discover how you can use these funds to improve the cost, quality, and
comfort of affordable housing for residents and ensure that climate-related
investments provide equitable benefits for low-income households and
communities of color. Don’t miss this chance to protect and improve your
affordable housing portfolio over the long haul.
* Danielle Arigoni, Managing Director for Policy and Solutions, National
Housing Trust
119-J. A Dose of Resident Engagement Goes a Long Way
WEDNESDAY, NOVEMBER 08, 2023
119-J. A Dose of Resident Engagement Goes a Long Way
Resident engagement is an effective, foundational component of
person-centered care, especially for older adults living with dementia. Yet,
resident engagement remains the least managed side of senior living
operations. This session will explore how person-centered engagement and
programming can strengthen residents’ resiliency; provide opportunities for
older adults to enjoy active, engaged, and meaningful lives; and potentially
delay the need for higher levels of care. Presenters will introduce you to
strategies and resources designed to increase meaningful engagement and
enhance residents’ quality of life through non-pharmacological interventions.
They’ll help you move from a medical to a social model of dementia care by
focusing on engagement strategies that are rooted in residents’ life
histories, individual preferences, and current abilities.
* Alicia Fenstermacher, Vice President of Purposeful Living, Presbyterian
Senior Living
* Charles de Vilmorin, CEO & Co-founder, Linked Senior Inc.
135-J. Policy Update: Workforce Solutions and Strategies
WEDNESDAY, NOVEMBER 08, 2023
135-J. Policy Update: Workforce Solutions and Strategies
The staffing crisis affecting the continuum of aging services has reached
epic proportions. While the future is uncertain, we know one thing for sure:
If Congress and the executive branch do nothing to mitigate the workforce
crisis, our current challenges are unlikely to abate. This session will
provide details about policy proposals and initiatives aimed at opening
domestic and international worker pipelines through a variety of strategies,
including immigration reform. Presenters will also explore efforts to
professionalize the direct care workforce through increased wages, enhanced
training, and robust opportunities for advancement. Join the LeadingAge
Policy Team for this review of the latest workforce-related policy updates.
Find out what’s ahead and what you can do to make a difference at the federal
level.
151-J. Preventing Burnout by Building Empathy and Resilience
WEDNESDAY, NOVEMBER 08, 2023
151-J. Preventing Burnout by Building Empathy and Resilience
Caring for residents with serious medical or psychosocial conditions can be
traumatic and overwhelming for professional caregivers and can lead to
burnout and high turnover. This session will introduce you to an interactive
educational engagement strategy designed to help caregivers build empathy and
become more resilient as they do physically and emotionally demanding work.
Presenters will describe a curriculum that incorporates empathy-building
exercises featuring improvisational comedy and narrative medicine techniques.
Discover how this educational experience improves job satisfaction; reduces
burnout and turnover; strengthens bonds among caregivers, residents, and
family members; and celebrates the caregiver role. Hear about the experiences
of program participants and explore grant-funding options that can help you
tailor this educational program to your own community.
* Erica Badillo-Pagan, Director of Nursing, Elizabeth Seton Children’s
Center
* Alvin Moyer, MD, Elizabeth Seton Children’s Center
* Katherine Penyak, Legacy Of Life Coordinator, Elizabeth Seton Children’s
Center
10:00-11:00 a.m
13-K. Making Robotics a Reality, Not a Regret
WEDNESDAY, NOVEMBER 08, 2023
13-K. Making Robotics a Reality, Not a Regret
If you still view robots as science fiction characters, it’s time to update
your knowledge about how robotics and automation solutions are being
successfully implemented in senior living communities nationwide. This
session will introduce you to the growing number of robotics and automation
solutions that your peers are using to make their dining services,
housekeeping departments, and care settings operate more efficiently.
Presenters will introduce you to robotics and automation solutions currently
on the market and those still in development. They’ll help you evaluate your
organization’s need for specific solutions and offer tips to help you make
sure these technologies will produce a strong return on investment. You’ll
also take home expert advice for selecting and interacting with your robotics
equipment provider.
* Katie Griffith, Principal CEO, Bright Solutions
* Bruce Shearer, Vice President of Technology, Presbyterian Senior Living
* Majd Alwan, Chief Strategy and Growth Officer, ThriveWell Tech
* David Finkelstein, CIO, RiverSpring Living
26-K. Meeting Consumer Expectations for Housing Design and Amenities
WEDNESDAY, NOVEMBER 08, 2023
26-K. Meeting Consumer Expectations for Housing Design and Amenities
A new wave of older consumers brings new expectations to the senior living
field. These consumers want to choose from a variety of housing options, and
they’re looking for communities that will respond to a variety of
preferences. This session will present a case study of Plymouth Place in La
Grange Park, IL, which responded to consumer expectations by conducting a
collaborative master planning process to determine the right mix of
marketable housing products and amenities for its campus. Presenters will
describe how they identified the successful components of Plymouth Place’s
existing campus while working to elevate its amenities to meet future market
expectations. They’ll introduce you to senior housing products and design
details most likely to meet consumer preferences and expectations.
* Daniel Collins, Associate Principal,
* Eric Harrmann, Senior Associate, AG Architecture
* James Biere, CEO, Plymouth Place, Inc.
* Laura Weyrauch, Board Member, Plymouth Place
38-K. The Pryde: A Housing Option for LGBTQ Older Adults
WEDNESDAY, NOVEMBER 08, 2023
38-K. The Pryde: A Housing Option for LGBTQ Older Adults
Underrepresented populations, including older adults who identify as LGBTQ,
don’t always feel welcome in traditional senior housing communities. This
session will focus on efforts to provide these older adults with housing
options designed specifically for them. Presenters will include the architect
of The Pryde, an LGBTQ-friendly senior housing community in Boston, the
president of LGBTQ Senior Housing Inc., a nonprofit organization that
facilitates access to welcoming, safe, and affordable housing for LGBTQ older
adults, and Pennrose, a national developer of affordable housing and
co-developer of The Pryde. Participants will hear about the partnerships that
made The Pryde possible, the project’s financial challenges and successes,
and its intentional design as an inclusive community that welcomes building
residents and those living nearby. Learn how project partners engaged members
of the Boston community in developing New England’s first LGBTQ-friendly
senior housing community.
* Aileen Montour, President & Chair, LGBTQ Senior Housing, Inc
* Karmen Cheung, Developer, Pennrose
* Philippe Saad, Principal, DiMella Shaffer
52-K. Coaching: A New Approach to Leadership Development
WEDNESDAY, NOVEMBER 08, 2023
52-K. Coaching: A New Approach to Leadership Development
It’s standard practice for aging services organizations to use consultants or
a train-the-trainer model to offer leadership development programs to groups
of team members. But a growing number of organizations are rethinking this
leadership development model. Instead, they’re investing in one-on-one
coaching that meets individual leaders “where they are” and focuses on the
continual evolution of the person being coached. This session will explore
the experience of one senior living organization in the early stages of
developing a coaching culture using internal and external coaches. Presenters
will describe how their organization’s coaching initiatives differ from
traditional leadership development programs. They’ll help you understand the
impact of coaching on leaders, teams, and organizational culture, and will
give you tips for implementing an efficient and cost-effective coaching
system.
* Nicole Maag, Chief of Residential Services, Brio Living Services
* Michelle Henderson, CHRO, Brio Living Services
72-K. Maximize and Measure Your Fundraising Efforts
WEDNESDAY, NOVEMBER 08, 2023
72-K. Maximize and Measure Your Fundraising Efforts
How do you decide which donors are most likely to support your organization?
How can you identify strategic partners to help you in your fundraising
efforts? And how will you know if your philanthropy program is effective and
efficient? Presenters of this session will help you answer these questions.
Let them guide you through the process of identifying and prioritizing donors
who can help you meet your goals and strategic partners who can help you
seize creative fundraising opportunities. You’ll become familiar with key
metrics to help you allocate your precious fundraising resources to
activities with the greatest impact. Head home with actionable ideas and
tools for maximizing and measuring your fundraising efforts.
* Nicole Pretre, President & Chief Executive Officer, Cedar Community
* Sarah Malchow, Chief Administrative Officer, Cedar Community
87-K. Four Clues to Solving the Mystery of Declining Occupancy
WEDNESDAY, NOVEMBER 08, 2023
87-K. Four Clues to Solving the Mystery of Declining Occupancy
In today’s competitive senior living market, the key to a healthy occupancy
rate often lies with the four Ps: Place, Product, Price, and Promotion. When
the census is down, most leaders look for an explanation by examining
Place—the organization’s external market. But if that market is healthy, it
probably means that one of the organization’s other Ps—buildings and
services, fees, or marketing and sales—is lagging. This session will take an
in-depth look at all four Ps and offer strategies for getting to the bottom
of declining occupancy by strategically assessing each P and then taking
appropriate action. Hear the story of one community that used the four Ps to
develop a creative, strategic repositioning plan that changed its future.
* Judy Budi, President and CEO, Graceworks Lutheran Services
* Greg Hensley, Senior Vice President, Plante Moran Living Forward
* Sally Heffernan, Senior Vice President, Plante Moran Living Forward
105-K. Enhance Care Transitions with Handover Communication
WEDNESDAY, NOVEMBER 08, 2023
105-K. Enhance Care Transitions with Handover Communication
What’s the difference between a handover and a handoff? You’ll find out
during this session, which will explore why care transitions are more
successful when clinical teams carefully hand over a resident’s care to other
care teams instead of sending them the equivalent of an end-of-shift handoff
report. Discover how North Hill, a life plan community in Needham, MA,
improved care transitions and decreased falls and medication errors by
increasing communication between its home health and skilled nursing care
teams. Discover why older people are especially vulnerable to fragmented,
inconsistent, and poorly planned handovers. Learn important lessons about the
positive outcomes that result from clear, concise communication during care
transitions.
* Shalini Patel, BSN, RN, Student, Boston College Graduate School of Social
Work
* Kalee Kite, BSN, RN, Doctorate student, Boston College Graduate School of
Social Work
* Kathleen Sousa, HCBS Administrator, North Hill
120-K. All In: A Team-Based Approach to Dementia Care
WEDNESDAY, NOVEMBER 08, 2023
120-K. All In: A Team-Based Approach to Dementia Care
The more people you welcome to your dementia care team, the more successful
that team will be as it strives to provide person-centered care for people
living with memory challenges. This session will show you how to foster
collaboration among team members, residents, and families and create a
proactive, person-centered approach to dementia care. Learn how to use
“neighborhood huddles” to ensure that all team members—from your
housekeeping, dining, life enrichment, nursing, environmental, and
administrative departments—can work with residents and families to create an
environment where life has a purpose and every voice matters. Take home the
tools you need to develop a team-based approach to dementia care.
* Ann Patterson, VP of Health Services, Broadmead
* Stacey Young, Director of Lifestyle and Dementia Programs, Broadmead
136-K. LIHTC: What Happens When the Compliance Period Ends?
WEDNESDAY, NOVEMBER 08, 2023
136-K. LIHTC: What Happens When the Compliance Period Ends?
Organizations participating in the Low-Income Housing Tax Credit (LIHTC)
program have started challenging the enforcement of important preservation
rights that arise when the LIHTC program’s 15-year compliance period ends. In
many instances, these so-called “15-year issues” have resulted in costly
litigation for providers seeking to preserve the affordability of their
housing portfolios. During this session, an attorney and aging services
providers will use two case studies to educate session participants about the
challenges associated with the LIHTC program, including rights of first
refusal, purchase option disputes, limited partner removal efforts,
refinancing challenges, and appraisal disputes. You’ll also gain tips for
identifying and addressing these challenges when they arise.
* David Davenport, Shareholder, BC Davenport, LLC
* Roger Myers, President & CEO, Presbyterian Villages of Michigan
* Christopher Cherry, Chief Financial Officer, Wesley Housing Development
Corp. of Northern Virginia
152-K. Let AmeriCorps Help You Grow Your Workforce
WEDNESDAY, NOVEMBER 08, 2023
152-K. Let AmeriCorps Help You Grow Your Workforce
In 2022, AmeriCorps and the Centers for Disease Control and Prevention
established Public Health AmeriCorps to support the recruitment, training,
and development of the next generation of public health leaders. The
AmeriCorps initiative addresses the public health needs of local communities
by advancing more equitable health outcomes for underserved residents and
creating pathways to high-quality public health-related careers through
onsite experience and training. During this session, presenters will describe
how Public Health AmeriCorps is helping to build a pipeline of professional
caregivers in the field of aging services. You’ll learn the benefits and
challenges of working with Public Health AmeriCorps and discover how your
community can tap the talents of AmeriCorps workers.
* Todd Schmiedeler, CEO, Thumbprint Consulting LLC
* Raymond Dickison Jr, President and CEO, Wesley Manor Retirement Community
11:30 a.m-12:30 p.m
14-L. Using Technology to Attract Staff and Residents
WEDNESDAY, NOVEMBER 08, 2023
14-L. Using Technology to Attract Staff and Residents
Looking for ways to differentiate yourself from other providers in the senior
living marketplace? This session will give you the inside track on technology
solutions that can help your organization stand out from the competition.
After a technology consultant shares high-level adoption trends, three chief
information officers will describe how their senior living organizations are
using technology solutions to attract new team members from related fields
and new residents who are currently living at home or in other residential
settings. Hear about their experiences with customer relations, payroll,
patient monitoring, wearable, automation, and staff convenience tools.
Explore lessons other providers have learned while adopting technology and
discover the capabilities your organization must have before it can implement
technology successfully.
* Steven VanderVelde, Director of Senior Living Partnership, ProviNET
Solutions
* David Lafferty, CIO, The RiverWoods Group
* Aaron Fields, Chief Information Officer, St. Ann’s Community
* Joel Snyder, CIO, Friendly Senior Living
27-L. Evidence-Based Design to Support People with Dementia
WEDNESDAY, NOVEMBER 08, 2023
27-L. Evidence-Based Design to Support People with Dementia
As the aging population grows and the incidence of dementia increases, older
adults and care providers will benefit from supportive features in the built
environment that improve self-sufficiency, safety, and service delivery.
Unfortunately, while evidence-based health design strategies are available,
that information is not always readily available to providers of aging
services. This session will describe recent work by gerontology students at
the University of Wisconsin-Milwaukee to create an open-access,
evidence-based design resource that can guide the implementation of
health-optimizing design strategies in all settings where older adults with
dementia live. Presenters will discuss common vulnerabilities associated with
aging and dementia, describe an evidence-based approach to planning and
evaluating the built environment, and share the open-access resource they
developed.
* Addie Abushousheh, Environmental Gerontologist, The Center for Health
Design, Inc.
* Murad Taani, Assistant Professor, University of Wisconsin-Milwaukee
College of Nursing
* Bayan Alqam, PhD Candidate & Student Research Analyst, University of
Wisconsin-Milwaukee College of Nursing
* Raghad Tawalbeh, PhD Candidate & Student Research Analyst, University of
Wisconsin-Milwaukee College of Nursing
39-L. Intergenerational Living: Planning for Diversity and Connection
WEDNESDAY, NOVEMBER 08, 2023
39-L. Intergenerational Living: Planning for Diversity and Connection
Intergenerational communities are heading for a resurgence due to their
ability to reduce social isolation and loneliness, fight ageism, boost
residents’ quality of life, and attract older adults seeking to age in
diverse, dynamic, and connected communities. This session will provide
essential information you can use to plan an intergenerational community.
Experts in finance, marketing, and architecture will join a senior living
provider to describe intergenerational communities around the globe.
Panelists will share their experiences developing these communities and offer
insights into the challenges of incorporating this living model into existing
communities or new developments. They’ll also share innovative tools to help
you design, finance, and market your intergenerational community.
* JinHwa Paradowicz, Associate Principal, Perkins Eastman Architects PC
* Kendra Roberts, Vice President of Operations, HumanGood Inc.
* Wolf Saar, , Perkins Eastman Architects PC
* Rob Love, President & CEO, Love & Company, Inc.
* Will Carney, Sr. Vice President, Ziegler
53-L. Getting Comfortable with Transformational Projects
WEDNESDAY, NOVEMBER 08, 2023
53-L. Getting Comfortable with Transformational Projects
Taking on one transformational project would challenge any organization’s
management and board of directors. So, when Resthaven, a 75-year-old,
single-site senior living organization in Holland, MI, took on two
transformational projects simultaneously, it knew it needed a foolproof
strategy for success. Join Resthaven’s CEO and board chair as they describe
how their community carried out a new campus expansion while also moving
ahead with plans to lease a new independent living building in an urban
setting. They’ll explain how an engaged team effort helped Resthaven reach
its goals during the pandemic and in the face of increased construction costs
and rising interest rates. Take home strategies for planning and building in
a volatile operating environment.
* Deedre Vriesman, President & CEO, Resthaven Care Community
* Lynn Daly, Executive Vice President, HJ Sims
* Nate Baumann, Partner and Financial Planner, LVZ Financial Planning
* Eric Krull, Executive Vice President, THW Design
73-L. Consumer Preferences and the Future of Nursing Homes
WEDNESDAY, NOVEMBER 08, 2023
73-L. Consumer Preferences and the Future of Nursing Homes
Consumer preferences, shrinking utilization, and reimbursement shifts impact
every nursing home nationwide. Senior living organizations must pay attention
to these changes and routinely evaluate their position in the marketplace,
assess their operations and financial strength, and consider opportunities
for repositioning and growth. During this session, two CEOs and a senior
living development advisor will share a proven campus repositioning process
to help you right-size your skilled nursing setting and position your campus
for long-term profitability. Presenters will explain market dynamics, present
data on the reduced utilization of skilled nursing beds, and review
projections of future demand for long-term services and supports. Learn how
to execute a successful campus repositioning process and find the resources
to manage and mitigate risk.
* Brian Pangle, President & CEO, Clark Retirement Community
* Dana Wollschlager, Principal, Plante Moran Living Forward
* Laurence Gumina, CEO, Ohio Living
88-L. Bringing the Ideal Resident Through Your Digital Front Door
WEDNESDAY, NOVEMBER 08, 2023
88-L. Bringing the Ideal Resident Through Your Digital Front Door
These days, 75% of prospective residents looking for a senior living
community start their search online. Not only that, today’s seniors and their
adult children have grown accustomed to marketing that speaks to their
specific interests. Are you ready to engage these new, digital-first
consumers? This session will breakdown the why, how, and when to utilize the
components of a full marketing funnel from both a community and agency
perspective to engage your ideal resident through persona development and
bring them happily through your digital front door with a personalized
experience. Take home actionable strategies that build on your website and
SEO by using performance tools and processes to refine prospect targeting,
lower costs, and increase conversions.
* Glenn Hadley, Senior Vice President of Strategy, Dreamscape Marketing, LLC
* James Kelly, Chief Sales and Marketing Officer, Brio Living Services
106-L. Increase Retention and Reimbursement by Reimagining Therapy
WEDNESDAY, NOVEMBER 08, 2023
106-L. Increase Retention and Reimbursement by Reimagining Therapy
A high-quality, person-centered therapy program should be the second-highest
revenue source in skilled nursing facilities (SNF), but many providers aren’t
seeing those results. This session will detail how therapy experts are
reimagining the delivery of therapy care in senior living and how providers
using new therapy models are reducing costs, increasing reimbursement, and
improving care quality. Presenters will share research showing how high-level
therapy strategies have impacted the accuracy and reimbursement of SNF
providers under the Patient Driven Payment Model (PDPM). They will also
outline how these therapy innovations have resulted in 95% retention rates
among therapy staff within two years of adopting new delivery models. Take
home ideas for implementing these strategies in your community.
* Carla Wilton, Chief Operating Officer, Immanuel Lutheran Communities
* Melissa Brown, Chief Operating Officer, Gravity Healthcare Consulting
121-L. Sense of Place: Getting to the Heart of the Resident Experience
WEDNESDAY, NOVEMBER 08, 2023
121-L. Sense of Place: Getting to the Heart of the Resident Experience
Ready to move beyond traditional satisfaction surveys and get to the heart of
how residents are experiencing your community? Then this session is for you.
Representatives of Front Porch, a LeadingAge member based in Glendale, CA,
will describe the six-month guided discussion series they established so
residents could share their perspectives about their community while
reconnecting with peers after two years of pandemic restrictions. Presenters
will share how Front Porch’s “Sense of Place” pilot influenced the experience
of community living for new and seasoned residents, supported organizational
advancement, and influenced marketing and retention. Learn what residents had
to say about a variety of topics, including their personal and community
priorities and changes, and their care for and pride in the place where they
live.
* Mary McMullin, Chief Strategy & Advancement Officer, Front Porch
* Rebecca Johnson, Senior Director for Resident Experience, Front Porch
* Patricia Willets, Resident, San Francisco Towers
137-L. Aging in Community: A Growing Focus for Section 202 Housing
WEDNESDAY, NOVEMBER 08, 2023
137-L. Aging in Community: A Growing Focus for Section 202 Housing
The Section 202 Supportive Housing for the Elderly Program is more focused
than ever on offering older adults the supportive services and design
elements they need to remain independent for as long as possible. This
session will provide an overview of the program’s new requirements for
supportive services in Section 202 communities, including building-design
components that address fall prevention, universal design, technology, health
and wellness, resource efficiency, and climate resilience. Housing providers
interested in pursuing a new Section 202 capital advance, and other providers
seeking new ways to support older adults, will take home a host of ideas for
implementing successful, supportive service models and measuring their
outcomes.
* Mark Oswanski, Vice President, Hampden Park Capital & Consulting, LLC
* Diane Smith, National Development Manager, CSI Support & Development COOP
(California)
* Chris Parts, Principal, Hord Coplan Macht Architects
153-L. What’s Your Organization’s Cultural IQ?
WEDNESDAY, NOVEMBER 08, 2023
153-L. What’s Your Organization’s Cultural IQ?
An organization’s success depends on its ability to establish a culture that
promotes the full engagement of residents, staff, and board members. During
this session, a resident board member and leaders from The Admiral at the
Lake in Chicago will explain how their organization is working to increase
its cultural intelligence so it can carry out high-quality communication,
achieve effective recruitment and retention, and create an atmosphere of
respect and safety. Presenters will share their commitment to ensuring The
Admiral’s continued vibrancy through more than 40 committees, an extensive
Residents’ Council structure, and strong partnerships among residents,
organizational leaders, and board members. You’ll return home with tips and
tricks for using consensus-building strategies to strengthen your community
and ensure greater stakeholder engagement.
* Nadia Geigler, CEO, The Admiral at the Lake
* Brit Vipham, Director of Project Management, The Admiral at the Lake
* Toni Smith, Resident and Board Member, The Admiral at the Lake
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