LeadingAge Southeast

Event Schedule:

Please select any sessions you wish to attend

Monday, July 30, 2018

	Start Date	End Date	Start Time	End Time
Keynote: Reaching Your Next Summit	7/30/2018	7/30/2018	8:30 AM	10:00 AM	7/30/2018 8:30 AM - 10:00 AM Presenter: Manley Feinberg II, Adventurist and Author We often struggle to deliver more value under tightening business constraints and rising expectations. Add the complications of regulations, engaging a multi-generational workforce, constantly evolving technology, economic pressure, plus the chaos of day to day life and you have a serious challenge. After facing the same frustrations from the front lines to the executive level for more than 20 years, Manley believes the answer is in equipping individuals as leaders in their environment. During Manley’s eleven years with Build-A-Bear Workshop, his leadership direction helped take the revolutionary retail concept from 50 stores to over 400 worldwide with revenue growth from 55 million to over 474 million. With a focus on personal leadership, intentional relationships and peak performance, Manley will help equip you to lead on the edge, and realize more in your life and work every day. You’ll walk away with a renewed sense of focus, commitment and momentum to serve beyond the boundaries in your life and business.
Aging and the Perceived Sexuality Lightbulb	7/30/2018	7/30/2018	10:15 AM	11:15 AM	7/30/2018 10:15 AM - 11:15 AM Contrary to popular belief, our sexuality “light switch” does not magically turn off in our later years. Sexuality and intimacy remain critical aspects of successful aging and well-being for many older adults. This session will discuss current issues facing senior living and long-term care providers, including the importance of policy development and education and training for our interdisciplinary team members. Case studies will also be used to demonstrate holistic and resident-centered approaches to meeting some of the common challenges we are facing in senior living related to freedom of sexual expression and meeting the diverse needs of our residents. *Level:* Intermediate *Learning Objectives:* • Learn to define and articulate sexual health and the role of sex and intimacy in well-being. • Discuss current issues in aging and sexuality related to sexual intimacy in senior living/LTC. • Discuss legal considerations related to sexual consent and capacity. *Speakers:* Dr. Sara E. Hamm, DNP, MSEd, RN, Senior Vice President of Successful Aging & Health Services, Lifespace Communities; Kimberly C. Gordy, JD, Associate K&L Gates, LLP
Hiring and Managing Millennials in the Health Care Workplace	7/30/2018	7/30/2018	10:15 AM	11:15 AM	7/30/2018 10:15 AM - 11:15 AM Presenter: Jim Mathis, IPCS, CSP, Mdiv., The Reinvention PRO The Millennials are a huge part of a successful management strategy, but they present challenges that have never been faced. They use social media, are mobile in every possible instance, and have distinct management needs and language. Millennials will be running your facility one day! Laugh and learn as each generation is explored. Everyone can be a Generational Genius in placement and management of Millennials in the new world of healthcare. *Level:* Intermediate *Learning Objectives:* • How do you work with Millennials’ unique styles as they enter your workforce? • In which environments and circumstances are they most productive? What are the differences in world views and economic issues that characterize each generation in the workplace? • What are the four critical factors that drive this unique generation? What can you do to communicate better with this group to make a more productive workplace? *Speaker:* Jim Mathis, IPCS, CSP, Mdiv., The Reinvention PRO
Preventing Falls and a Decline in Function: An Innovative Approach to Restorative Nursing	7/30/2018	7/30/2018	10:15 AM	11:15 AM	7/30/2018 10:15 AM - 11:15 AM Presenter: Jeri Lundgren, RN, BSN, PHN, CWS, CWCN, CPT, President, Senior Providers Resource This session will discuss how decreased mobility is the primary cause of falls and a decline in function of residents. Traditional restorative nursing programs do little to address balance, strength and endurance issues that lead to immobility. This session will discuss exercise and restorative nursing programs that help to prevent falls and a decline in function by enhancing mobility, balance, strength, and endurance of residents. This session also will discuss how to capture the program on the Minimum Data Set (MDS) under Restorative Nursing. *Level:* Beginner *Learning Objectives:* • Recognize how immobility is the primary cause of falls and a decline in function in the elderly. • Identify exercise programs, restorative nursing interventions, and environmental factors that help your residents maintain or improve their mobility, strength and balance. • Describe how to capture the exercise program on the MDS under Restorative Nursing. *Speaker:* Jeri Lundgren, RN, BSN, PHN, CWS, CWCN, CPT, President, Senior Providers Resource
Risky Business	7/30/2018	7/30/2018	10:15 AM	11:15 AM	7/30/2018 10:15 AM - 11:15 AM Presenter: Dana Anders, Manager; Bill Bojan, Director; Sue Bunevich, Principal; CliftonLarsonAllen, LLP This presentation will address the broad range of business risk management, including enterprise risk management, board governance, and internal audit co-sourcing and outsourcing. Insights into the design, development and implementation of methodology, tools and processes for success will be provided during this presentation. *Level:* Intermediate *Learning Objectives:* • Different elements of enterprise risk management will be shared. • Board governance and internal audit co-sourcing and outsourcing will be reviewed. • Attendees will be provided insights of methodology, tools and processes. *Speakers:* Dana Anders, Manager; Bill Bojan, Director; Sue Bunevich, Principal; CliftonLarsonAllen, LLP
Winning the Hearts of Boomers, How To Be Irresistible to Seniors	7/30/2018	7/30/2018	10:15 AM	11:15 AM	7/30/2018 10:15 AM - 11:15 AM Presenter: Lisa Cini, President & CEO, Mosaic Design Studio Senior living will prove daunting for those providers unwilling to adapt a “concierge” service model and offer the latest in technology that helps residents and staff live fuller, healthier and more purposeful lives. In a time where we struggle to get WiFi throughout the building, it is time to wake-up! This presentation will share the current state-of-the-union related to quality of life in senior living and what we all need to do in order to be the preferred Boomer provider. *Level:* Intermediate *Learning Objectives:* • Share historical references and experiences on care, technology and design. • Summarize the state of senior living in relationship to technology and design. • Build the case for concierge services, innovative technologies and unique design features that Boomers will desire. Speaker: Lisa Cini, President & CEO, Mosaic Design Studio
Lunch with Awards Recognition	7/30/2018	7/30/2018	11:30 AM	12:45 PM	7/30/2018 11:30 AM - 12:45 PM
Designing for Disaster: Repositioning Your Campus Infrastructure for Times of Crisis	7/30/2018	7/30/2018	1:00 PM	2:00 PM	7/30/2018 1:00 PM - 2:00 PM Presenter: Art Bryant, Development Logistics Group; Nathan Frewin; Steven Kidwell, SFCS Architects This session is designed to share research information and examples to work with design challenges for existing and new communities. The session will touch on architectural and engineering issues, power and communications, as well as environment and disaster preparedness plans, all to further educate those campuses challenged by aggressive weather conditions. *Level:* Intermediate *Learning Objectives:* • Learn about typical vulnerabilities of older buildings at senior living communities throughout the state of Florida. • Understand the increasing requirements of Florida’s building codes and how both new projects and renovations can incorporate design ideas and approaches for a “hardened” response to weather events. • Apply suggestions for improvements to building structures, envelope, systems and infrastructures to be able to provide a safe and appropriate environment for frail and elderly residents. • Update communities on emergency communication and the implementation of Bi-Directional Amplification requirements. *Speakers:* Art Bryant, Development Logistics Group; Nathan Frewin; Steven Kidwell, SFCS Architects
Leveraging Effective Partnership Through Your GPO	7/30/2018	7/30/2018	1:00 PM	2:00 PM	7/30/2018 1:00 PM - 2:00 PM This session will include a discussion on the workings of your Association’s Group Purchasing Organization (GPO), and how to maximize your savings through Value First and the vendor partners. *Level:* Intermediate Learning Objectives: • Identify savings through the Value First program. • How you can access 400 contracted vendors. • How the request for proposal (RFP) process can work for your community. *Speakers:* Chet Chandler, VP Strategic Accounts, Value First; Mario Deluca, Corporate Director – Residential Experience, Westminster Communities of Florida *Moderator:* Robert “Bobby” Bernal, Director of Business Development – Value First Representative, LeadingAge Florida
Medical Error Prevention, Part 1	7/30/2018	7/30/2018	1:00 PM	2:00 PM	7/30/2018 1:00 PM - 2:00 PM Presenter: Mary Lewis, PhD, DNP, EdD, MBA, MSN, ARNP-BC, Nurse Practitioner, Cypress Cove Medical errors have become the third leading cause of death in the United States. This presentation will discuss the most common situations where errors can occur and provide options for prevention of errors from the healthcare provider, administrator, and patient or consumer points of view. *Level:* Intermediate *Learning Objectives:* • State the extent of medical errors in 2018 in the United States. • List at least five at-risk situations where errors can occur. • Describe medical error reporting quality assurance processes. • Discuss at least 10 ways to prevent errors in various medical settings. *Speaker:* Mary Lewis, PhD, DNP, EdD, MBA, MSN, ARNP-BC, Nurse Practitioner, Cypress Cove
Selling (No, Not Marketing) Senior Living Services!	7/30/2018	7/30/2018	1:00 PM	2:00 PM	7/30/2018 1:00 PM - 2:00 PM Presenter: Michael Marlow, Marketing and Sales Training Manager, Life Care Services This presentation covers the critical role of selling in the senior living industry. Using a combination of learning mediums, including real-life case studies, stories about how these behaviors affect occupancy, and highly interactive, illustrative and FUN exercises, the attendee is guaranteed to stay engaged. Everyone that attends this session is sure to learn a new way to sell senior living services! *Level:* Intermediate Learning Objectives: • Learn atypical selling behaviors and skills to quickly establish relationships of trust to grow occupancy and revenue. • Understand effective communication skills to apply to situations in participant’s professional and personal lives. • Discuss unique ways to first fully understand, and then, to successfully address the needs of all of our customers, both internal and external. Speaker: Michael Marlow, Marketing and Sales Training Manager, Life Care Services
UPCS/REAC Updates and Changes	7/30/2018	7/30/2018	1:00 PM	2:00 PM	7/30/2018 1:00 PM - 2:00 PM Presenter: Kevin Grail, CPM, CPO, President, Grail Management Group With all the recent changes to the REAC inspection, the only way we can hope to score well is by understanding what the newest protocol requires. *Level:* Advanced *Learning Objectives:* • Understand the new 95-page Compilation Bulletin to help increase your REAC Score. • Be better prepared for your upcoming inspections. Speaker: Kevin Grail, CPM, CPO, President, Grail Management Group
Are You Prepared? What To Do if Faced with Legionella and Other Water Pathogens	7/30/2018	7/30/2018	2:15 PM	3:15 PM	7/30/2018 2:15 PM - 3:15 PM When faced with an outbreak of Legionella disease, the stakes are high and it is key that your community is prepared and able to react quickly. Now mandated by CMS, water safety plans are a necessity for skilled nursing homes. Learn how a CCRC dealt with a confirmed case of Legionella and how it shaped their approach in developing a water management plan. Hear how an organization managed operations and attention of the media while keeping their residents, family members and team members informed and safe. This session will demonstrate the importance of effective management and control of water systems and the need for a robust emergency plan. *Level:* Advanced *Learning Objectives:* • Understand the elements needed for an effective water management plan. • How to safeguard residents, family members and team members in the event of a water pathogen crisis. • How to manage crisis communication and media attention. *Speakers:* Dr. Janet Stout, Ph.D., President and Director, Special Pathogens Laboratory; David Randazzo, NHA Regional VP of Operations, Westminster Communities of Florida
Medical Error Prevention, Part 2	7/30/2018	7/30/2018	2:15 PM	3:15 PM	7/30/2018 2:15 PM - 3:15 PM Presenter: Mary Lewis, PhD, DNP, EdD, MBA, MSN, ARNP-BC, Nurse Practitioner, Cypress Cove Medical errors have become the third leading cause of death in the United States. This presentation will discuss the most common situations where errors can occur and provide options for prevention of errors from the healthcare provider, administrator, and patient or consumer points of view. *Level:* Intermediate *Learning Objectives:* • State the extent of medical errors in 2018 in the United States . • List at least five at-risk situations where errors can occur. • Describe medical error reporting quality assurance processes. • Discuss at least 10 ways to prevent errors in various medical settings. *Speaker:* Mary Lewis, PhD, DNP, EdD, MBA, MSN, ARNP-BC, Nurse Practitioner, Cypress Cove
Recruiting, Engaging, and Retaining Tomorrow’s Workforce	7/30/2018	7/30/2018	2:15 PM	3:15 PM	7/30/2018 2:15 PM - 3:15 PM While many employees are drawn to careers in senior living because of their passion for providing and serving in this field, it is clear there are demographic challenges and significant competition facing areas of this sector. Recruiting, engaging and retaining a workforce equipped to meet these challenges in the coming years will be a key to meeting the future needs of older adults. This session will focus on tactics to drive better outcomes in all three areas—recruitment, engagement and retention—of today’s ever-challenging workforce. *Level:* Intermediate *Learning Objectives:* • Consider why job growth projections for the senior living field will demand innovation to source employees who have many job options. • Understand how employee engagement, and issues of diversity and culture can greatly impact both the employee and the resident experience. • Learn how to effectively reward and recognize the varied individual employee motivators in today’s multi-generational workplace. *Speakers:* Todd Andrews, Regional Vice President, Sodexo Seniors; Andrew Dujon, President and Chief Executive Officer, Waterman Communities, Inc.
Senior Living Acquisitions and Financing Strategies	7/30/2018	7/30/2018	2:15 PM	3:15 PM	7/30/2018 2:15 PM - 3:15 PM Presenter: Robert D. Gall, HJ Sims; Dana Anders, Manager, CliftonLarsonAllen, LLP Learn and understand recent financing strategies that have been used to assist in the acquisition of senior living communities. Financial professionals and experienced non-profit financial leaders will share their knowledge and experience with gaining investor acceptance and board-level support to a successful transaction outcome. *Level:* Intermediate *Learning Objectives:* • Understand current trends in the acquisition of senior living communities. • Overview of financing strategies that can be used to provide the most effective cost of capital. • In-depth review of recent acquisition financing. Speakers: Robert D. Gall, HJ Sims; Dana Anders, Manager, CliftonLarsonAllen, LLP
Website ADA Compliance—A Technical and Legal Exploration	7/30/2018	7/30/2018	2:15 PM	3:15 PM	7/30/2018 2:15 PM - 3:15 PM This session will examine and discuss the technical specifications and requirements to meet adequate levels of Americans with Disabilities Act (ADA) compliance for your senior living website. We’ll examine how best to protect your organization from potential legal risk, while providing the best online experience for those who visit your website. Level: Intermediate *Learning Objectives:* • Understand the technical specifications and requirements for your website to meet various levels of the ADA certification. • Review legal case precedent that involves a current court case in which a senior living organization has been cited for not being ADA compliant. • Learn how to mitigate the risks of being targeted for settlements. • Share a comprehensive checklist for specific levels of ADA compliance. *Speakers:* David Erickson, Senior Vice President and General Counsel; Fran Palma, Senior Vice President Digital Strategy, Covenant Retirement Communities
Advanced Care Planning: A Community Approach	7/30/2018	7/30/2018	3:30 PM	4:30 PM	7/30/2018 3:30 PM - 4:30 PM Advanced care planning will be reviewed in context of dilemmas in our current health care environment, current barriers and limitations to effective advanced care planning. Discussion will occur of how we change the culture. Honoring Choices Florida is a program in NE Florida that can be replicated. The presentation will review how a community developed an ACP program, and outcomes reviewed from an effective program. *Level:* Intermediate *Learning Objectives:* • Identify strategies to develop a community ACP program. • Increase knowledge and understanding of outcomes of an effective ACP program. • Identify barriers and limitations to effective advanced care planning. *Speakers:* Linda Ashley, MSW, Resident, Penney Retirement Community; Jamie Buller, Director of Advance Care Planning, Community Hospice & Palliative Care
Ancient and Modern Strategies to Make You and Your Residents Healthier and More Functional	7/30/2018	7/30/2018	3:30 PM	4:30 PM	7/30/2018 3:30 PM - 4:30 PM Presenter: Lana Gelb, MS, Wellness Consultant, Ageless Grace Join Lana Gelb, MS, Wellness Consultant as you take a journey through your miraculous body and learn ancient remedies and modern strategies to make you and your residents healthier. Discover simple ways to implement ancient Biblical and plant remedies and modern science, Neuroplasticity and Psychoimmunology, to implement into your facility right away. *Level:* Intermediate *Learning Objectives:* • Experience simple techniques to implement ancient remedies and modern science to improve physical and mental aging. • Understand the concept of Neuroplasticity. *Speaker:* Lana Gelb, MS, Wellness Consultant, Ageless Grace
Creative Solutions to Attract the Middle Market	7/30/2018	7/30/2018	3:30 PM	4:30 PM	7/30/2018 3:30 PM - 4:30 PM Current ideas from the technology industry will be shared along with historic concepts established by mixed use communities to provide creative solutions that focus on the next generations of seniors. These concepts can be used to reduce startup costs, reduce operational costs, and increase revenue. In turn - to target a larger portion of seniors… “The Middle Market”. *Level:* Advanced *Learning Objectives:* • Reduce startup/construction and operational costs. • Increase revenue. *Speaker:* David Fik, President, Lantz Boggio Architects
Operating Moderately Priced Life Plan Communities	7/30/2018	7/30/2018	3:30 PM	4:30 PM	7/30/2018 3:30 PM - 4:30 PM Presenter: Rob Matschner, Shareholder; Scot Aurelius, Shareholder, Moore Stephens Lovelace, P.A. This session will explore the moderate-priced Life Plan Community model and provide some guidance on ratios, benchmarks, budgets, and operating structures. Learn from those who are successfully operating moderate-priced Life Plan Communities including challenges and successes. *Level:* Intermediate Learning Objectives: • Understand the financial and operating structure for a moderate-priced life care model. • Develop appropriate ratios and benchmarks for the moderate-priced life care model. • Learn from other providers about the challenges and successes encountered in operating a moderate-priced life care model. *Speakers:* Rob Matschner, Shareholder; Scot Aurelius, Shareholder, Moore Stephens Lovelace, P.A.
The Calm Before the Storm: Leadership Lessons from Hurricane Irma	7/30/2018	7/30/2018	3:30 PM	4:30 PM	7/30/2018 3:30 PM - 4:30 PM Presenter: Bruce Berlin, Campus Executive Director, ACTS Retirement-Life Communities (Indian River Estates) Storms come in many forms in our field, not just as hurricanes. Fires, outbreaks of infectious diseases, downturns in the economy, and even severe staff shortages can create storm-like emotions for staff and residents. In order to safely and successfully help residents and staff navigate through a storm, a five-step process will be reviewed in this session. How to effectively lead staff and residents through a hurricane or any “storm” by defining expectations and instilling confidence in everyone will be shared. *Level:* Intermediate *Learning Objectives:* • Effectively prepare and lead your community through a hurricane. • Apply this five-step process to leading your staff through any “storm.” • Effectively show appreciation to staff and residents who are part of enduring a “storm.” *Speaker:* Bruce Berlin, Campus Executive Director, ACTS Retirement-Life Communities (Indian River Estates)
Exposition Welcome Reception	7/30/2018	7/30/2018	4:30 PM	7:00 PM	7/30/2018 4:30 PM - 7:00 PM

Tuesday, July 31, 2018

	Start Date	End Date	Start Time	End Time
A (r)Evolution is Coming! 10 Trends Transforming Senior Living	7/31/2018	7/31/2018	8:00 AM	9:00 AM	7/31/2018 8:00 AM - 9:00 AM If there is one thing we can all depend on in this world, it is change. And the senior living field is no exception. Year after year providers have been adapting to the economy, market demands, technology and the (r)Evolution of care and service models. What will be the hot buttons over the next decade? By looking at trends and patterns to forecast the future now, you will be better prepared to stay a step ahead of the competition. Join the discussion as experts share the 10 ways the senior living field will evolve over the next decade. *Level:* Intermediate *Learning Objectives:* • Understand emerging trends and changing market expectations. • Gather information to support strategic planning and to garner board support. • Learn how the financial experts perceive the senior livingmarketplace. *Speakers:* Eric Harmann, Senior Associate, AG Architecture; Alan Wells, CPA, President, Eventus; Brandon Powell, Managing Director, Ziegler
Developing Patient-Driven Payment Model (PDPM) Strategies to Help You Thrive Through the SNF Medicare Reimbursement Overhaul	7/31/2018	7/31/2018	8:00 AM	9:00 AM	7/31/2018 8:00 AM - 9:00 AM Jump in the fast lane of the Patient-Driven Payment Model (PDPM) learning curve to understand the components behind this new reimbursement structure, along with the clinical and financial impact it will have on SNFs. Learn the key metrics in the resident diagnosis and MDS assessment in order to evaluate current processes and determine strategies around length of stay and MDS assessment to have optimal impact with PDPM. *Level:* Intermediate *Learning Objectives:* • Understand the detail of the rate components-related resident diagnosis/conditions, case-mix and adjustment factors. • Utilize the tools provided to calculate the facility’s PDPM rate for each resident. • Evaluate current processes and determine strategies around length of stay and MDS assessment to have optimal impact with PDPM. Speakers: Boris Kushnir, Senior Manager, Moore Stephens Lovelace, P.A.; Brady Dalrymple, MBA, Business Owner, Squared Business Solutions; Katie Tira, RN, Clinical Operations Specialist, Squared Business Solutions
Five Costly Mistakes Health Care Leaders Make that Kill Profitability	7/31/2018	7/31/2018	8:00 AM	9:00 AM	7/31/2018 8:00 AM - 9:00 AM Presenter: Rick Dalrymple, CEO, RJD Risk Management, Inc. This session will help business leaders understand the financial impact of operational blind spots that kill profitability. Businesses could face a barrier of evaluations that affects their access to capital and resources. Knowing your RiskScore, a forensic capability to overcome business fundamentals of bad hires, employee lawsuits and worker’s compensation claims, is a tool to make more effective decisions. Level: Intermediate *Learning Objectives:* • Know the five costly operational mistakes that kill profitability. • Tips, tools and insights to reduce risk. • Learn trends facing health care businesses. *Speaker:* Rick Dalrymple, CEO, RJD Risk Management, Inc.
How Technology Can Help Attract, Engage, and Retain Employees	7/31/2018	7/31/2018	8:00 AM	9:00 AM	7/31/2018 8:00 AM - 9:00 AM Presenter: Michele McFadden, Vice President of Product Management and Strategy, SmartLinx Solutions Employee turnover in senior care is nearing crisis proportions. It is imperative that organizations not only acquire top talent – they must engage and retain that talent. Learn how your organization can weather the storm through the use of technology to attract, engage and retain top talent. *Level:* Intermediate *Learning Objectives:* • Discover what technologies are available to ease the burden on overwhelmed HR staff. • Learn how applicant tracking can broaden the net in finding quality candidates, and streamline the recruiting process through onboarding. • Understand how the recruiting/onboarding process and employee engagement impact retention. *Speaker:* Michele McFadden, Vice President of Product Management and Strategy, SmartLinx Solutions
Regulatory Updates that Impact Tenant Selection Plans and Limited English Proficiency Plans	7/31/2018	7/31/2018	8:00 AM	9:00 AM	7/31/2018 8:00 AM - 9:00 AM Presenter: Jenny DeSilva, Director, Blueprint Housing Solutions This session is designed for compliance managers and site level staff tasked with ensuring written Tenant Selection Plans and Limited English Proficiency (LEP) Plans are compliant and ready for examination during a Management and Occupancy Review. This session will highlight recent edits to these documents triggered by the federal Department of Housing and Urban Development’s (HUD) LEP guidance to the industry, Violence Against Women Act (VAWA) regulations, Student Rule Eligibility exceptions, Social Security Number requirements, guidance on the use of arrest records in screening activities, and more. *Level:* Intermediate *Learning Objectives:* • Understand the leasing impact new HUD occupancy regulations have on the property’s operation. • Be able to identify required modifications to existing written policies and procedures to ensure compliance. • Be able to appropriately and accurately implement modified leasing practices consistently at the site. Speaker: Jenny DeSilva, Director, Blueprint Housing Solutions
Plenary Session with Guest Speaker, Annual Business Meeting, and Awards Recognition	7/31/2018	7/31/2018	9:15 AM	11:15 AM	7/31/2018 9:15 AM - 11:15 AM Participate in the election of Board Members for the positions of At-Large Trustee and Associate Member Trustee. The Board Members who have been elected in the Central, North, Southeast and Southwest Regions will be installed in their positions. Each year, the Membership Committee recognizes outstanding members and communities who have gone above and beyond to serve their communities, employers and residents. Join us to recognize these outstanding LeadingAge Florida members.
Exhibit Hall, Lunch, and Silent Auction	7/31/2018	7/31/2018	11:30 AM	2:30 PM	7/31/2018 11:30 AM - 2:30 PM The convention exposition offers attendees the opportunity to meet senior living suppliers that want to connect with you. Whatever you need, LeadingAge Florida is creating an exhibit experience that will help you to identify the businesses that help you provide the best possible care for your residents and staff. Featuring more than 140 exhibitors offering cutting-edge technologies, products and services, the exposition is where you want to be. Take a journey through the hall, aisle by aisle, so that you don’t miss a thing. Play B-I-N-G-O, visit the Silent Auction and collect useful promotional items, all while you talk to representatives of business suppliers whose goal is to make your jobs easier, more streamlined and more fulfilling for the seniors you serve.
Changing Times for Not-for-Profit Life Plan Communities: Transparency, Regulations, Financing	7/31/2018	7/31/2018	2:45 PM	4:15 PM	7/31/2018 2:45 PM - 4:15 PM Presenter: Rich Scanlon, Managing Director; Brandon Powell, Managing Director, Ziegler It is clear that the not-for-profit senior living sector is under a great deal of scrutiny, particularly in Florida. Resident groups continue to call for greater transparency and increased oversight at the state and federal levels. Regulatory bodies are questioning approaches that have successfully been in place for decades. Not-for-profits need to understand these trends and how they impact the overall future of Life Plan Communities. This session will take a big-picture look at the threats and discuss how to best position a community moving forward. *Level:* Advanced *Learning Objectives:* • To review how operating a Life Plan Community in Florida will look different in the next 10-20 years as compared to the past 20. • To touch on hot-button topics that are defining the “new normal” for not-for-profit providers. • To give attendees tools and guidance on how to navigate the changing waters to ensure long-term viability. *Speakers:* Rich Scanlon, Managing Director; Brandon Powell, Managing Director, Ziegler
Emerging Technologies Transforming Healthcare	7/31/2018	7/31/2018	2:45 PM	4:15 PM	7/31/2018 2:45 PM - 4:15 PM Emerging technologies, such as telemedicine, robotics, and voice-activated devices, hold great promise to improve the aging experience and keep seniors in their homes for as long as possible. Learn how to evaluate quality, security and value in this fast-changing marketplace. *Level:* Intermediate *Learning Objectives:* • Identify the strengths and weaknesses of aging technologies. • Directly experience the use of voice-activated and care robot devices. • Explore the ethical issues associated with aging technologies. • Understand the market forces driving the development of aging tech products and services. *Speaker:* Michael O. Bice, Health Informatics Consultant; Board Member, Bon Secours; Chair, Quality Committee, Moffitt Cancer Center; and Immediate Past Chair, Saint Petersburg Free Clinic
Expanding Lifelong Learning Opportunities through Partnership	7/31/2018	7/31/2018	2:45 PM	4:15 PM	7/31/2018 2:45 PM - 4:15 PM This session will delve into the development and perpetuation of a progressive, evolving and mutually beneficial relationship between continuing care retirement communities and Eckerd College, where both students and residents benefit and learn from each other in formal, informal, large and small group programs. This is not about bingo and sing-alongs, but rather dynamic and meaningful programs where purposeful relationships are formed resulting in relevant conversations and outcomes, without age-related boundaries or judgment. Level: Intermediate *Learning Objectives:* • Participants will be able to identify and articulate opportunities for partnerships with colleges and universities. • Participants will learn critical elements in expanding upon the partnership agreement to engage both residents and students in lifelong learning opportunities. • Participants will learn specifically about Westminster Communities and Eckerd College’s innovative Lifelong/Later Life Learning program, and how to create a program where residents and students socialize, interact, share similar interests, research together, play together, teach each other, and visit each other in their homes and on their campuses, with detailed documentation about the particular steps taken. Speakers: Dr. Ronald Porter, Ph.D., Director of Service Learning, Eckerd College; Mark Beggs, Executive Director; Bettina Schuller, Academic Lifestyle Facilitator, Westminster Communities of Florida
Not Just Trading Spaces: Individual and Large Group Moves, and the Effects of Transition Trauma	7/31/2018	7/31/2018	2:45 PM	4:15 PM	7/31/2018 2:45 PM - 4:15 PM Repositioning campuses often involves construction projects that require moving large groups of existing or new residents, and keeping them engaged and involved in the project. Learn about the theory of “Transition Trauma” and its effects during this stressful time. This session will highlight case studies of those who have completed such projects from across the country and their approaches to creating the best customer experience during relocation due to construction projects. *Level:* Intermediate *Learning Objectives:* • Have a new awareness and sensitivity to the gerontological theory of “Transition Trauma.” • Learn specific tools of how to minimize the stress of relocation and design a process that creates an enhanced move-in experience. • Learn about large group moves and how they differ from individual moves in managing expectations, staging, and timing. *Speakers:* Gloria Bersani, Director, MySolutions, Lutheran Life Communities; Mary Jo Zeller, Director, My Solutions, The Arlington of Naples
Service Coordinators Roundtable Discussion	7/31/2018	7/31/2018	2:45 PM	4:15 PM	7/31/2018 2:45 PM - 4:15 PM Join this session in which Service Coordinators have the opportunity to ask questions and learn from their peers. *Level:* Intermediate *Learning Objectives:* • Identify successful strategies used in assisting residents to connect with service organizations. • Describe current issues for Service Coordinators. • Relate examples of successful relationships with partners. *Facilitator:* Janet Stringfellow, President/CEO, Volunteers of America of Florida, LeadingAge Florida Housing Chair
Enhancing Your Residents’ Dining Experience Through Culinary Education	7/31/2018	7/31/2018	4:30 PM	5:30 PM	7/31/2018 4:30 PM - 5:30 PM Presenter: Shawn McGregor, MBA, Area Executive Chef, Healthcare Services Group Join this session to discover how to enhance your residents’ dining experience. Hear from Florida Area Executive Chef, Shawn McGregor, with Healthcare Services Group. Chef will share the programs and culinary education they provide to facilities. Chef McGregor’s certifications include Master Certified Food Executive, Certified Dietary Manager and Certified Food Protection Person, Servsafe Certified Proctor and Instructor and near completion as a Certified Executive Chef. *Level:* Intermediate Learning Objectives: • Discover how to enhance your residents’ dining experience. • Learn about current culinary programs and education. *Speaker:* Shawn McGregor, MBA, Area Executive Chef, Healthcare Services Group
Finders Keepers	7/31/2018	7/31/2018	4:30 PM	5:30 PM	7/31/2018 4:30 PM - 5:30 PM Presenter: Cheryl Boldt, RN, LHNA, Senior Consultant, Maun-Lemke Speaking and Consulting, LLC Join us as we explore the wonderful world of Front-Line Team Member involvement in FINDING, but more importantly, KEEPING team members in long-term care settings. By the end of this session, participants will be able to educate facility team members on the process and rationale for the “RSR Absolutes” to assure sustained success at finding and keeping great team members. *Level:* Intermediate *Learning Objectives:* • Educate facility team members on the process and rationale for the “RSR Absolutes.” • Develop a team-based plan to implement the “RSR Absolutes.” • Establish a Scorecard/Scoreboard that will help you track progress weekly. • Implement systems that will infuse fun and celebration of RSR improvement efforts. *Speaker:* Cheryl Boldt, RN, LHNA, Senior Consultant, Maun-Lemke Speaking and Consulting, LLC
Innovative Memory Care Solutions That Support Meaningful Living	7/31/2018	7/31/2018	4:30 PM	5:30 PM	7/31/2018 4:30 PM - 5:30 PM Every 66 seconds, someone in the U.S. develops Alzheimer’s disease. Preparing for the memory care needs of this large number requires innovation in consideration of memory care’s special needs. This presentation will examine the freestanding memory care models versus a model embedded within a senior living product line. *Level:* Advanced *Learning Objectives:* • Understand the state of memory care during the last five to 10 years. • Create holistic, quality-of-life design solutions. • Help operators and owners create memory care spaces specifically designed for memory therapy. • Realize advantages of freestanding memory care design. *Speakers:* Jay Keopf, AIA, Senior Director, Corporate Development , Brookdale Senior Living; David Minnigan, AIA, IIDA, LEED, AP, Principal, Earl Swensson Associates
Let Data Drive Your Future: The Seniors Quality Leap Initiative—a North American Collaborative	7/31/2018	7/31/2018	4:30 PM	5:30 PM	7/31/2018 4:30 PM - 5:30 PM Members of the Seniors Quality Leap Initiative (SQLI) use the analysis and comparison of existing data to drive evidence based improvement of resident health and well-being. SQLI is a collaborative of 13 high-performing providers of skilled and long-term care and 10 strategic and academic partners in the United States and Canada. Areas of focus for quality improvement by SQLI members will be identified. *Level:* Intermediate *Learning Objectives:* • Describe SQLI, and identify SQLI members and strategic partners in the United States and Canada. • Describe the sources of data used by SQLI to drive evidence-based practice and identify areas of focus for quality improvement by SQLI members. • Describe the use of data to improve quality of care on Westminster Communities of Florida campuses. *Speakers:* Garry D. Hennis, COO, Senior Vice President for Operations; Sandra Knoble, Director, Quality Initiatives; James Polaski, Vice President Operations, Western Region, Westminster Communities of Florida; and Paul R. Katz, MD, Professor and Chair, Department of Gerontology, College of Medicine, Florida State University
The Power of Pricing Analyses: Revenue Management Planning for Long-Term Success	7/31/2018	7/31/2018	4:30 PM	5:30 PM	7/31/2018 4:30 PM - 5:30 PM Presenter: Brad Straub, Senior Vice President, Greystone Pricing is important and challenging for CCRCs. If providers stick with dated pricing structures year-to-year, they may find themselves at a competitive disadvantage locally. What better way to lay the foundation for a strong business than by perfecting pricing? This session will provide a thorough framework for how non-profit providers can pursue analyses and reap the many benefits of optimizing community pricing. *Level:* Intermediate *Learning Objectives:* • To begin the process of assessing your current situation by identifying key metrics and gathering appropriate pricing information. • To develop a plan for analyzing competitors and how your pricing compares. • To make authoritative decisions about pricing adjustments and changes to sales tools, incentives and contract offerings. *Speaker:* Brad Straub, Senior Vice President, Greystone
LeadingAge Florida’s 55th Birthday Celebration	7/31/2018	7/31/2018	6:30 PM	9:00 PM	7/31/2018 6:30 PM - 9:00 PM You can start with the TWIST from the ‘60s; then do THE HUSTLE in the ‘70s. Bust the MOONWALK to the ‘80s, and VOGUE through the ‘90s. Or, you may just want to WALK IT OUT and join us in the 2000s. Whichever decade you choose, join us at the “Dancing through the Decades” party to celebrate the 55th birthday of LeadingAge Florida! Dress in your favorite decade attire and don’t meet us there—beat us there on Tuesday evening in the beautiful Gaylord Palms Atrium for this fun evening!

Wednesday, August 1, 2018

	Start Date	End Date	Start Time	End Time
Casting Light on Circadian Rhythm	8/1/2018	8/1/2018	8:30 AM	10:00 AM	8/1/2018 8:30 AM - 10:00 AM This session will explore the various physiological changes to the eye due to aging and other diseases. The presentation will cover the various challenges posed by the natural decline of visual acuity and the compounding effects of dementia/Alzheimer’s disease. The result of such a combination leads to a complex syndrome known as “sundowning.” Understanding the characteristics of natural and artificial daylight and the effects of cognitive impairment is critical to enhance the wellness of memory care residents. Level: Intermediate *Learning Objectives:* • Learn what circadian rhythms are, why they are important and how Dementia adversely impacts our biological clock. • Learn how to harness both natural and artificial light to help optimize quality patterns of daily living, and enhance the wellness of memory care residents. • Presenters will showcase studies that give recommendations for any budget to support circadian rhythms in memory care and assisted living communities. *Speakers:* Brandi Burgess, Smith Care Center Social Worker, Plymouth Harbor; Joe Devore, VP Health Services, Plymouth Harbor; Stephanie Leathers, Administrator of Assisted Living and Memory Care, Plymouth Harbor; Lorraine Enwright, Director of Design, THW Design
HUD Housing Operations and Federal Funding Update	8/1/2018	8/1/2018	8:30 AM	10:00 AM	8/1/2018 8:30 AM - 10:00 AM Presenter: Linda Couch, Vice President, Housing Policy, LeadingAge Attend this session to hear about the latest national developments related to HUD programs, contract administration rebid, contract renewals, service coordinators, and more. Review the latest notices and operational guidance. Understand recent regulatory changes and hear what reviewers are finding most often during their MOR compliance reviews. An update on the status and outlook for funding of federal affordable housing programs serving older adults will be shared. HUD’s priorities for the use of federal funds and proposals to change rent. Available capital resources for new construction, including Section 202 funds, the national Housing Trust Fund and HOME programs will be identified, as well as recent changes to the Low Income Housing Tax Credit program. *Level:* Intermediate *Learning Objectives:* • Hear about the latest national developments related to HUD programs, contract administration rebid, contract renewals, service coordinator program reporting, and more. • Describe HUD’s priorities for the use of federal funds as well as policy and budget proposals to reduce expenditures. • Identify available capital resources for new construction, including the national Housing Trust Fund and HOME programs. *Speaker:* Linda Couch, Vice President, Housing Policy, LeadingAge
Idea ExChange – Continuing Care/Life Plan Community Roundtable Forum	8/1/2018	8/1/2018	8:30 AM	10:00 AM	8/1/2018 8:30 AM - 10:00 AM This popular session gives executive staff and trustees the opportunity to exchange ideas about a variety of interesting topics, such as the ever-changing service delivery models to meet the preferences of tomorrow’s customers, governance, technology and other tools to improve efficiency, staff recruitment and retention in an increasingly competitive market, regulatory challenges, and retaining a piece of the Medicare post-acute market. To encourage relationship-building among new and long-time members, attendees will participate in table topic discussions that allow up to 15 minutes of conversation before trading tables where a fresh set of topics can be discussed. Each table will include an assigned facilitator to assist the group and help maximize the value for the time spent sharing new ideas and information. Before wrapping up the session, group facilitators will summarize their table’s comments and recommendations and will allow questions and discussion from attendees as time permits. You will receive a list of the table topics before the convention. Don’t be shy -- come prepared for an interesting interactive session! *Level:* Intermediate *Learning Objectives:* • List three emerging trends that will affect your community’s future. • Describe new business models and creative initiatives undertaken or under consideration by CCRCs. • Learn how others are dealing with common challenges and opportunities that affect the day-to-day operation of a CCRC. • Identify at least one new idea, concept or policy worth considering for your community. *Moderator:* Rich Scanlon, Senior Managing Director, Ziegler *Facilitator:* Joel Anderson, Chief Executive Officer, Village on the Isle; LeadingAge Florida CCRC Chair *Staff Resource:* Mary Ellen Early, Public Policy Liaison, LeadingAge Florida
Journey to Wellness: Integrating Employee Wellness into an Organization’s Cultural Framework	8/1/2018	8/1/2018	8:30 AM	10:00 AM	8/1/2018 8:30 AM - 10:00 AM Presenter: Amy Riley, OTA, Director of Business Development; Dr. Kathleen Weissberg, OTD, OTR/L, Education Dire Every wellness program contributes to healthier communities and reduced healthcare costs. This session explores the journey of two providers that undertook an employee wellness challenge and how rehabilitation practitioners assisted in integrating person-centered wellness programs into their culture. The session explores a partnership between site, leadership, rehab and employees, and how cultivating this partnership was essential in program implementation. Lessons learned are presented, including what worked (and what didn’t), measures of satisfaction/ROI, sustainability, interesting offerings and ways to incorporate all dimensions of wellness. *Level:* Intermediate *Learning Objectives:* • Explore the essential elements of a comprehensive employee wellness program that addresses the varying needs of an organization’s workforce. • Discuss ways to engage your leadership team and staff to encourage an organization-wide culture of wellness. • Hear how two organizations successfully engaged staff to develop healthy habits, and keep employees motivated and engaged. • List ways to incorporate the six dimensions of wellness into a corporate wellness program. *Speaker:* Amy Riley, OTA, Director of Business Development; Dr. Kathleen Weissberg, OTD, OTR/L, Education Director, Select Rehabilitation
Pharmacy Hot Topics: Opioid Epidemic, Controlled Substances and Medication Management	8/1/2018	8/1/2018	8:30 AM	10:00 AM	8/1/2018 8:30 AM - 10:00 AM The opioid crisis has been declared a national “state of emergency.” An explanation and discussion of the new stringent requirements related to handling and storage of controlled substances will ensure your facility is in compliance and doing its part in fighting this epidemic. *Level:* Intermediate Learning Objectives: • Understand new Conditions of Participation requirements related to storage and use of controlled substances. • Understand the DEA and CMS laws and rules for scheduled drugs, and implement strategies to reduce diversion of drugs in your facility. • Implement a program to manage the delivery of pain medications and reduce the use of opioids. *Speakers:* Blanca Morales, RPh, Pharmacy Director, Partner; Kelley C. Rice-Schild, Partner, Partner Care Pharmacy Services
Defining your Organization: Connecting Culture, Purpose and Brand	8/1/2018	8/1/2018	10:15 AM	11:45 AM	8/1/2018 10:15 AM - 11:45 AM Connecting with your community’s key targets (both for residents and team members) is the lifeblood of any organization. In this presentation, practical tips to establish a powerful and differentiating brand position for your community will be shared. There are proven strategies and tactics that will ensure your success as you work toward inventing or reinventing a new brand firmly founded upon a long-standing vision to provide quality, compassion and innovative services wherever aging adults call home. Join us in learning how to connect your purpose, culture and brand to ensure your organization’s mission is forever sustainable. Level: Intermediate *Learning Objectives:* • Understand the connections between mission and organizational culture with the value of a strong brand. • Gain insights into a recent brand development and brand refresh project that positively impacted mission, culture and brand awareness. • Understand the critical steps in establishing a powerful brand position for your community. *Speakers:* Derek Dunham, Vice President Client Services, Varsity; Ronette Icso, Vice President of Sales & Marketing, Shell Point Retirement Community
Lagniappe—Building a Hospitality Culture	8/1/2018	8/1/2018	10:15 AM	11:45 AM	8/1/2018 10:15 AM - 11:45 AM Developing a hospitality-charged environment can help set your community apart from others in your marketplace. This session will review the use of “lagniappe” (a little something extra) as a tool to incorporate surprise and delight for the residents into the expectations for all departments. A large group discussion will be facilitated by the presenter. All attendees will leave the session with a starter-kit of ideas to take back to their communities to use as the basis for developing their own Hospitality Culture. *Level:* Intermediate *Learning Objectives:* • Identify and discuss the meaning of hospitality and lagniappe. • Provide examples of community success and challenges when engaging in lagniappe. • Engage attendees in brainstorming lagniappe examples for various community departments (housekeeping, maintenance, dining, caregivers, etc.). • Measure the cost of a successful hospitality-based community culture. *Speakers:* David Koelling, President; RonnDa Peters, Vice President, Marketing and Sales, Strategic Dining Services
Managing Your Benefits Plan with a Purpose	8/1/2018	8/1/2018	10:15 AM	11:45 AM	8/1/2018 10:15 AM - 11:45 AM Presenter: Val DeJesus, Director of Account Management, Sullivan It is time to do away with making reactionary decisions when it comes to your benefits program. This session will teach you how to stay on a path of purposeful decision-making. Follow this step-by-step guide to reach your ultimate organizational goal for employees, ensuring they are happy, healthy and proud to be an employee of your facility. *Level:* Intermediate *Learning Objectives:* • Determine what the overall goal is for your employees and how to use purposeful decision-making to achieve it. • Identify the key aspects of plan design that may have been overlooked. • Recognize the steps to take to mitigate plan costs in the long run. *Speaker:* Val DeJesus, Director of Account Management, Sullivan
Not The Usual Intergenerational Program	8/1/2018	8/1/2018	10:15 AM	11:45 AM	8/1/2018 10:15 AM - 11:45 AM Presenter: John Capes, Vice President/Executive Director, Moosehaven Moosehaven’s Transitional Living and Internship Program (TLIP) provides room and board, a paid internship program, and adult supervision and mentoring to select unaccompanied students in Orange Park. It is one component of a community-wide program to address unaccompanied youth in the Orange Park zip code. Beyond the obvious benefits of serving students in need, long-term relationships are being developed between these students and the residents, and also between students and staff, which are beneficial to all. *Level:* Intermediate *Learning Objectives:* • Intelligently consider whether a similar program can/should be developed, and use program design and materials that will be made available to attendees. • Identify community partners and resources necessary to establish a similar program. • Structure a committee to support the needs of the student beyond the TLIP services provided on campus, including social services, life skills services, tutoring, etc. Speaker: John Capes, Vice President/Executive Director, Moosehaven
Nursing Home Roundtable Discussion	8/1/2018	8/1/2018	10:15 AM	11:45 AM	8/1/2018 10:15 AM - 11:45 AM This interactive session will give attendees the opportunity to exchange ideas about a variety of current topics and hear from LeadingAge Florida experts on trending issues. Attendees will participate in roundtable discussions that will build relationships and allow for the sharing of ideas. Possible topics include “Phase 2 Requirements and Survey Implementation,” “Disaster Planning and Emergency Generator Rules,” “Operating in a Managed Care Environment.” Group facilitators will summarize their table’s comments. Time will be allotted for discussion and questions with LeadingAge Florida experts. *Level:* Intermediate *Learning Objectives:* • Identify and gain insight into emerging trends affecting your community. • Learn how others are reacting to these trends and implementing operational strategies. • Highlight major regulatory initiatives affecting future operations. *Moderator: Robert Goldstein, CEO, Menorah Manor and LeadingAge Florida Nursing Home Chair Facilitator*s: Connie Cheren, RN, MSW, Clinical & Compliance Specialist, LeadingAge Florida; Kimberly R. Smoak, MSH, QIDP, Chief of Field Operations/State Survey Agency Director, Agency for Health Care Administration; Dana McHugh, Consultant, Health Management Associates
Lunch and Networking	8/1/2018	8/1/2018	12:00 PM	1:00 PM	8/1/2018 12:00 PM - 1:00 PM
Fair Housing I: Focus on Disability Issues	8/1/2018	8/1/2018	1:15 PM	2:15 PM	8/1/2018 1:15 PM - 2:15 PM Presenter: Doug Chasick, CPM, CAPS, CAS, Adv. RAM, CLP, SLE, CDEI, President, The Fair Housing Institute, Inc. For the sixth consecutive year, disability issues, especially concerning animals and parking, have accounted for almost half of all fair housing complaints filed! With literally dozens of online “service animal certification organizations” and continuing confusion about the difference between a handicap parking space and a fair housing parking space, it’s a good time for a thorough review of best practices and real-world advice about how to manage your team to avoid complaints and litigation. *Level:* Intermediate *Learning Objectives:* • Review the steps to process a request for reasonable accommodations and modifications, including when to conduct an interactive meeting. • Examine the legal requirements and the latest interpretations of the obligations of housing providers to address requests for reasonable accommodations and modifications. • Understand how to request, review and analyze verifications including who are “reliable” verifiers and how to request further information. *Speaker:* Doug Chasick, CPM, CAPS, CAS, Adv. RAM, CLP, SLE, CDEI, President, The Fair Housing Institute, Inc.
Part B Caseload Development	8/1/2018	8/1/2018	1:15 PM	2:15 PM	8/1/2018 1:15 PM - 2:15 PM Presenter: Corrie Dyson, MS, CCC-SLP, Clinical Excellence Coordinator, TMC Creating an effective Part B program can be challenging. The complex intersection of patient needs, regulatory requirements, staff experience and communication barriers can often provide obstacles to effective care provision. By identifying the current trends in your part B program, the initial steps can be taken to grow a program that provides quality care to all residents in need. *Level:* Intermediate *Learning Objectives:* • Identify common barriers to Part B caseload development. • Identify ways to assess the effectiveness of your current program. • Describe methods for improving performance through setting appropriate goals. Speaker: Corrie Dyson, MS, CCC-SLP, Clinical Excellence Coordinator, TMC
Preceptor Refresher, Part 1	8/1/2018	8/1/2018	1:15 PM	2:15 PM	8/1/2018 1:15 PM - 2:15 PM Presenter: Robert “Bob” Scharmann Renew your commitment to helping AIT’s pursue their career in health care. This training program will refresh your certification to serve as a Preceptor. This Preceptor Training meets the requirements of the Board of Nursing Home Administrators, as set forth in Rule 64B10-16.002 (5). *Level:* Advanced *Learning Objectives:* • Understand the role of the Mentor. • Discover techniques to improve an internship. • Learn how to maximize the AIT experience. *Speaker:* Robert “Bob” Scharmann
Technology 360: Strategy, Compliance, Operations	8/1/2018	8/1/2018	1:15 PM	2:15 PM	8/1/2018 1:15 PM - 2:15 PM Presenter: Daniel J. Cavolo, President, The Loyola Group, LLC This session will cover the process organizations should complete to prioritize strategic initiatives as it relates to technology. A process/methodology organizations can use to qualify new strategic projects, prioritize, budget, and maintain the investments will be reviewed. KPIs every organization should be reviewing daily in their operations as well as within their technology department will be discussed. Compliance is vital to ensuring resident, family, and staff information is secure. It is also important to walk the fine line of security with out impeding operations. We will outline steps organizations can take to qualify security projects and prepare for future capital and operational expenses to improve security. We will also review how organizations can train staff and work with vendors to maintain compliance. The session will provide a full overview of IT operations and discuss benchmarks related to service-level-agreements for different size of IT environments. Steps for evaluating IT staff and vendors and how to build effective and affordable IT support teams will be shared. *Level:* Intermediate *Learning Objectives:* • Outline a process for qualifying and prioritizing IT projects. • Identify multiple IT security projects communities should be addressing and budgeting for the future. • Learn how to benchmark your IT operation service-level-agreements vs. other communities your size.. *Speaker:* Daniel J. Cavolo, President, The Loyola Group, LLC
Utilizing Your Community’s Unique Social Wellness Network for Market Differentiation	8/1/2018	8/1/2018	1:15 PM	2:15 PM	8/1/2018 1:15 PM - 2:15 PM Social wellness is viewed as a key differentiator of Life Plan Communities in the Senior living field. To compete in today’s market, our communities need distinctive wellness centered messaging, and the ability to back-up claims with both quantitative and qualitative data. Discover how your community’s social network, ranging from “social influencers” to “socially isolated” individuals, impacts wellness culture, market differentiation and sales strategy. Today’s marketplace is talking to us – let’s listen and discover how to deliver personalization, engagement, and social connection. *Level:* Intermediate *Learning Objectives:* • Explore the kinds of social data that are available within an Electronic Wellness Record (EWR). • Discover the tools from data science that allow you to quantify the social functioning of residents, and utilize this information to highlight benefits to prospective residents. • Examine the social network of residents at Life Plan Communities, and discuss ways to improve engagement and social connectedness. *Speakers:* Kyle Robinson, Vice President Strategy, Spectrum Consultants, Inc.; Hoppy Sell, Vice President of Marketing, Spectrum Consultants, Inc.
Fair Housing II: Focus on Recent HUD and DOJ Areas of Interest	8/1/2018	8/1/2018	2:30 PM	3:30 PM	8/1/2018 2:30 PM - 3:30 PM Presenter: Doug Chasick, CPM, CAPS, CAS, Adv. RAM, CLP, SLE, CDEI, President, The Fair Housing Institute, Inc. Occupancy standards and National Origin? Section 508 and website accessibility? Criminal background and race? Yes, these are just some of the issues multifamily professionals are dealing with today thanks to our friends at HUD, DOJ, the courts, and the advocacy community! We’ll revisit the theory of Disparate Impact and how it is informing policies and decisions about marijuana, familial status, LGBTQ, occupancy standards, English language requirements and website accessibility and provide practical advice for ensuring compliance. Level: Intermediate *Learning Objectives:* • Identify common resident screening policies that can result in non-compliance, such as criminal background and credit checks, occupancy standards, marijuana use and examine best practices for compliance. • Identify the fair housing and ADA implications of website accessibility and how to comply with requirements. • Why conducting business in only one language or limiting the number of people occupying an apartment home can still be characterized as discriminatory and review effective management strategies to ensure compliance. *Speaker:* Doug Chasick, CPM, CAPS, CAS, Adv. RAM, CLP, SLE, CDEI, President, The Fair Housing Institute, Inc.
Learning from Recent Hurricanes and How to Be Prepared for Disasters	8/1/2018	8/1/2018	2:30 PM	3:30 PM	8/1/2018 2:30 PM - 3:30 PM This session will incorporate a case study detailing the real-life examples of what happened to senior living communities during the recent hurricanes. Attendees will learn insights on how to avoid problems during a disaster and what they should expect if their community is impacted by a storm. *Level:* Intermediate *Learning Objectives:* • Review of storm damage lessons. • Discussion on flood water issues. • Tips on Generators in senior living communities. *Speakers:* Lucas McCurdy, SVP; Scott McCurdy, Owner, Coastal Reconstruction
Post-Acute Care Strategies for Succeeding in Bundled Payments and ACOs	8/1/2018	8/1/2018	2:30 PM	3:30 PM	8/1/2018 2:30 PM - 3:30 PM As risk- and value-based payment models of healthcare delivery continue to evolve, learn how one organization created an aligned post-acute care network to assist acute care hospitals in succeeding in the mandatory Comprehensive Care for Joint Replacement (CJR) program, and how the organization and the network have advanced to contracting with regional Accountable Care Organizations (ACO). *Level:* Advanced *Learning Objectives:* • Understand how post-acute care performance is measured in bundled payment and other value-based payment models. • Learn about the components necessary to build or participate in a successful post-acute care network. • Identify specific strategies your organization can undertake to establish and grow partnerships with other post-acute care providers, acute care hospitals, therapy providers, and physician groups. *Speakers:* Lisa Legeer, Principal, DHG Healthcare; Jeannie McCabe, Vice President of Quality and Analytics, Catholic Health Services; Aristides Pallin, MBA, Chief Operating Officer, Catholic Health Services
Preceptor Refresher, Part 2	8/1/2018	8/1/2018	2:30 PM	3:30 PM	8/1/2018 2:30 PM - 3:30 PM Presenter: Robert “Bob” Scharmann Renew your commitment to helping AIT’s pursue their career in health care. This training program will refresh your certification to serve as a Preceptor. This Preceptor Training meets the requirements of the Board of Nursing Home Administrators, as set forth in Rule 64B10-16.002 (5). *Level:* Advanced *Learning Objectives:* • Understand the role of the Mentor. • Discover techniques to improve an internship. • Learn how to maximize the AIT experience. *Speaker:* Robert “Bob” Scharmann