EXECUTIVE LEADERSHIP • FINANCIAL STRATEGIES • REIMBURSEMENT
LEADERSHIP 2 0 1 1 INSTITUTE
A U G U S T 2 4 - 2 6 , 2 0 1 1 • G R A N D T R AV E R S E R E S O R T • A C M E , M I
LEADERSHIP 2 0 1 1 INSTITUTE G R A N D T R AV E R S E R E S O RT • A C M E , M I This year we return to beautiful Grand Traverse Resort for our Annual Leadership event. Each year we specifically design our summer experience to provide opportunities for thoughtful discussion and a little respite as well. This conference is designed for executive leaders, finance officers, program and billing staff and offers four main interests over three days: Leadership, Finance, Program Strategies and Billing. We have developed three general sessions that will focus on Michigan innovations both at the public policy level and at the individual not for profit community level. Connect with your peers while earning up to 18 Continuing Education Credits at the Midwest’s largest full-service, year-round resort and conference center. Golf the The Wolverine – one of Michigan’s most beautiful courses while supporting the Aging Services of Michigan Political Action Committee. Come join us — Grand Traverse Resort will leave you feeling renewed and refreshed.
GENERAL SESSIONS Capital Markets Update
Powerful Forces Shaping the Future
Wednesday, August 24 8:30 - 10:00 a.m.
Thursday, August 25 8:30 - 9:45 a.m.
Economists tell us the economy is continuing to recover but seemingly with fits and starts. The capital markets have been thawing but also in an uneven fashion. How have senior living providers in Michigan as well as nationally fared through the downturn? Join Tom Meyers and Mike Taylor from Ziegler as they look at how all of these market conditions are unfolding nationally as well as in Michigan.
Powerful economic forces and new policies are changing the health care system. This session will describe the trends, issues, and policy directions and how these forces create opportunities nationally and in Michigan to improve health care and long term care.
F E AT U R I N G
F E AT U R I N G
Tom Meyers
Dr. Vernon Smith
Ziegler
Health Management Associates
ACO Readiness Panel Friday, August 26 8:30 - 10:00 a.m. Join Dr. Kathleen Griffin and our member panel as we review the current state of Accountable Care Organization development. Discussion will include updates from Aging Services of Michigan members who are moving toward ACO Readiness.
Dr. Kathleen Griffin M O D E R AT I N G
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WELCOME Schedule of Events Wednesday, Aug. 24 8 a.m. ...............Registration and Continental Breakfast 8:30 a.m. .................Keynote Session with Tom Meyers 10:15 a.m. ....................Concurrent Workshop Sessions
The Aging Services of Michigan Educational Foundation has as its mission to support the learning needs of the not for profit member provider. This year we have worked to develop a leadership and reimbursement event that will update participants on industry issues nationally, but with a focus on Michigan in particular.
12 p.m..............................................Networking Lunch 1 p.m............................Concurrent Workshop Sessions 2:15 p.m.......................Concurrent Workshop Sessions 3:30 p.m.......................Concurrent Workshop Sessions 6:00 p.m. .......................................Family Dinner Event
One of the best ways to assist in learning is to provide networking and discussion opportunities among our members. Dr. Kathleen Griffin will again join us to discuss current events in Accountable Care Organization development and will moderate a panel of members who have started working toward ACO Readiness. We have also asked the Michigan Department of Community Health to provide us an update on their restructuring and the status of their work toward an integrated system of care for seniors and dual eligibles. Dennis Russell from the not-for-profit MHS Alliance has been invited to discuss Oregon’s experience with a long-term managed care system. And as usual we have tried to sprinkle a few fun events to help everyone relax in the beautiful Traverse Bay area. Come join us — we are sure you will enjoy the experience.
8 a.m. ..........................................Continental Breakfast 8:30 a.m. ...............Keynote Session with Vernon Smith 10:00 a.m. ....................Concurrent Workshop Sessions 12:00 p.m.........................................Networking Lunch 1 p.m......Concurrent Workshop Sessions and Golf Event 2:15 p.m.......................Concurrent Workshop Sessions 3:30 p.m.......................Concurrent Workshop Sessions 7:00 p.m........................................................Reception
Friday, Aug. 26 8:00 a.m. .....................................Continental Breakfast 8:30 a.m. .....................................ACO Readiness Panel 10:15 a.m. ....................Concurrent Workshop Sessions 12:00 p.m. .......Leadership Lunch and Mini-Trade Show 1:30 p.m.......................Concurrent Workshop Sessions 2:45 p.m.......................Concurrent Workshop Sessions
Table of Contents
Dates to Remember...
Keynote Speakers...........................................3
Make your room reservation by July 25 to receive the Aging Services of Michigan group rate Register for the Institute by August 17 Sign up for the Scramble on the Greens by August 17 2011 LEADERSHIP INSTITUTE
Thursday, Aug. 25
Executive Leadership Series ...........................5 Workshops-at-a-Glance...................................6 Session Descriptions ..................................8-10 Registration Information...............................11 Golf Scramble on the Greens .......................12
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ONE VOICE. ONE MISSION.
Aging Services of Michigan
EXECUTIVE LEADERSHIP SERIES 2011-2012: PARTNERING AND PERFORMING This past year many Aging Services of Michigan members along with the Association invested much time, effort, and resources in creating an innovative experience that took the first steps toward preparation for health care reform and the new long term supports and services environment. For this next year, we hope to continue this series and include as many members as possible in this unique and dynamic forum. Our main themes for this past year, Partnering and Performance, will continue to be the focus of this year’s work as well. We will take a few moments during the Executive Leadership event to communicate our plans and opportunities for next year. Watch for these announcements in the Latest Wrinkle as well!!
For more information, please contact Deanna Mitchell at (517) 323-3687
“The dogmas of the quiet past are inadequate for the stormy present. The occasion is piled high with difficulty, and we must rise with the occasion. As our case is new, so we must think anew and act anew.” —Abraham Lincoln
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Wednesday, August 24, 2011 8 a.m.
A
B
C
D
E
The Informed Executive
The Economy and Financial Markets
Industry Trends
Government Lending Programs
Medicaid Update
Medicare Proposed/Final Rule Recommendations
3:30 to 4:30 p.m. 6 to 9 p.m.
PACE Development
Family Dinner Event
2
2:15 to 3:15 p.m.
Networking Lunch
PROGRAM STRATEGIES/ BILLING
State of Senior Living Capital Markets
1
Registration and Continental Breakfast
FINANCE: ZIEGLER CFO WORKSHOP
1 to 2 p.m.
8:30 to 10:00 a.m. 10:15 to 11:45 a.m. 12 to 1 p.m.
Thursday, August 25, 2011 8 a.m.
8:30 to 9:45 a.m.
F
G
Understanding Medicare Benefit Periods/ Medicare Myths
1 to 2 p.m.
2:15 to 3:15 p.m.
H
I
3:30 to 4:30 p.m. 7 to 9 p.m.
J
No Finance Events This Afternoon
Auditing Medicare Understanding Processes in Beneficiary the Billing Notices Office
Audits and Denials
Golf Friday, August 26, 2011 8 a.m.
8:30 to 10 a.m.
K
2
L Michigan Managed Care and LTC Systems Update
Compliance and the MDS 3.0
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Leadership Lunch Mini-Trade Show
PROGRAM STRATEGIES
ACO Readiness Panel
1
Continental Breakfast
LEADERSHIP
10:15 to 11:45 a.m. 12to1:30p.m. 1:30 to 2:30 p.m.
2:45 to 3:45 p.m.
4 to 5p.m.
M
N
O
The Oregon Experience
Creating Your Roadmap for the Future
Compliance and the MDS 3.0
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Reception
Fund Development
Networking Lunch
2
New Opportunities in Aging Services
PROGRAM STRATEGIES/ BILLING
Continental Breakfast
1
FINANCE
10 a.m. to 12 p.m. 12 to 1 p.m.
BUSINESS PARTNER OPPORTUNITIES Plan to join us at the 2011 Summer Leadership Institute, August 24-26, 2011 at the Grand Traverse Resort in Acme, Michigan. Don’t miss the opportunity to get involved this year by becoming a conference sponsor and participating in the Leadership Lunch and Mini-Trade Show. We have a variety of sponsorships available this year. Business Partners who sponsor at least $1000 toward the conference will be able to participate in the Mini-Trade Show taking place on Friday, August 26 and will also receive one 8-foot skirted table, lunch for two company representatives, and the opportunity to attend all education sessions on Friday only. Space is limited to 15, so hurry and call today to reserve your sponsorship and secure your spot in the Mini-Trade Show.
CONFERENCE SPONSORSHIP OPPORTUNITIES
GOLF OUTING SPONSORSHIPS OPPORTUNITIES
Welcome Gift $2,000 (2 available) Continental Breakfast $2,000 (3 available) Lunch $2,000 (2 available) Wednesday Dinner $2,000 Thursday Reception $2,000 Leadership Lunch and Mini-Trade Show $3,000 Friday Leadership Dinner $5,000
Beverage Cart $1,000 (2 available) Golfers Reception $2,500 Golfer Gifts $250 (4 available)
For more information, contact Sheri Deisler at 517-323-3687
For more information and to register, visit
www.AgingMI.org 2011 LEADERSHIP INSTITUTE
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1E Government Lending Programs: a 360 Degree View for 2011 This session will update the status of the 232 LEAN program, and include overviews for Affordable Housing programs and a summary of GNMA Securities – how they work, who buys them, and why rates are at historic lows. Speaker: Bill Mulligan, Ziegler
Wednesday, August 24, 2011 General Session 1A State of Senior Living Capital Markets Economists tell us the economy is continuing to recover but seemingly with fits and starts. The capital markets have been thawing but also in an uneven fashion. How have senior living providers in Michigan as well as nationally fared through the downturn? How will the economic challenges of many state and local governments impact the ability of senior living providers to access fixed interest rate capital? What are banks doing now that the liberalized provisions of the bank qualified provisions of ARRA have sunset? How will the estimated $14 billion of nonprofit hospital and senior living letter of credit renewals impact the bank credit market in 2011? Join Tom Meyers and Mike Taylor from Ziegler as they look at how all of these market conditions are unfolding nationally as well as in Michigan. Speaker: Tom Meyers, Ziegler Mike Taylor, Ziegler Capital Management
Program Strategies/Billing Track: 2B Medicaid – Historical Trends and the Underlying Causes How will we understand what lies ahead? Betsy Rust and Beth Sullivan from Plante&Moran will provide historical information to help understand the volume and cost of skilled nursing services provided through Michigan Medicaid. The history of Medicaid in Michigan will also be used as a backdrop for discussion of the more recently proposed changes to Medicaid. These comparisons will take into consideration key measures by provider type, size, and geography. The speakers will also offer potential new trends based on the proposed changes to Medicaid for discussion purposes to help each participant to consider how their organization might be impacted. Speaker: Betsy Rust, Plante&Moran Beth Sullivan, Plante&Moran
Finance Track/CFO Workshop 1B The Informed Executive: Insights from the Ziegler CFO HotlineSM Senior living providers consistently aim to benchmark organizational performance against that of their peers. Among the multitude of research tools that benefit these organizations is the Ziegler CFO HotlineSM, a survey-based service that receives and answers a variety of questions from hundreds of senior living CFOs across the nation. Join Tom Meyers and Mike Taylor from Ziegler as they discuss some of the most recent and popular CFO Hotline topics, as well as insights gained from the results. Attendees will learn how to leverage others’ shared experiences for the benefit of their own organization’s strategic operations. Speaker: Tom Meyers, Ziegler Mike Taylor, Ziegler Capital Management
2C/D Medicare Proposed/Final Rule Ramifications The MDS 3.0 has changed the face of therapy for Medicare Part A residents. We will review the proposed SNF PPS rule, or if released in time, the final SNF rule for FY 2012. This session will take an in-depth view of the changes and discuss strategies for correctly billing therapy services on the Medicare claim. We will discuss the new proposed OMRAs, including Change of Therapy (COT) and End of Therapy (EOT-R). This session will be presented jointly by a therapy company and a reimbursement/regulatory consultant. Speaker: Betsy Anderson, FR&R Healthcare Consulting Donna Diedrich, Aegis Therapies 2E PACE Program Development The Program of All Inclusive Care of the Elderly has expanded slowly over the past decade and many communities have been entertaining the idea of initiating this successful program. Join Reed Vanderslik as he presents the journey of Porter Hills Retirement Community toward development of Life Circles in Muskegon. Reed will focus on the process of development, costs, and outcomes. Speaker: Reed Vanderslik, Porter Hills Retirement Community
1C State of the Economy and the Financial Markets: Impacts to your Investment Portfolio Recent market volatility can affect historical market and projected rate of return assumptions for an asset allocation model. Learn how your organization can integrate asset management strategy and investment policy. Participants in this session will gain insights about how other senior living organizations are dealing with current investment market conditions. Speaker: Matt O’Neill – Ziegler Lotsoff Capital Management 1D Industry Trends: A Renewed Interest in Operations and its Effects on Access to Capital The Senior Living Industry continues to experience significant change and uncertainty. This session will review the key industry trends worth notice along with the operational aspects that should be considered as well. Included in this session will be a discussion about the new accounting standards that will affect senior living providers. Speaker: Rob Long, Plante&Moran
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SESSION DESCRIPTIONS 2H Auditing Medicare Processes in Your Business Office Every consultant recommends periodic annual audits in the business office, but many are uncomfortable with what is needed to do these. In this session, Janet Potter from FR&R will discuss the overall process and provide you with tools for your own self audit. Information on reviewing accounts receivable, ensuring necessary documentation, confirming certifications are in place, and a review of Part A and Part B claims will be included. The audit goal of finding weaknesses or errors in your system before external auditors find them can save a facility thousands of dollars. Speaker: Janet Potter, FR&R Healthcare Consulting Anna Hintz, FR&R Healthcare Consulting
Thursday, August 25, 2011 General Session 1F New Opportunities in Aging Services Powerful economic forces, new public policies, and ongoing trends in service delivery are shaping the health care system in ways we have never seen before. Health reform is bringing significant changes, new opportunities and also risks for those who provide long term and health care services and supports for the aging. Michigan is among a group of states seeking to be a leader in care and access for persons enrolled in both Medicaid and Medicare. However, both federal and state governments face increasingly difficult fiscal constraints, and the political environment has created great uncertainty about the future. This session will describe the trends, issues, and policy directions and how these forces create opportunities for the future to improve health and long term services and supports. Speaker: Dr. Vernon Smith, Health Management Associates
2I Understanding Beneficiary Notices Is your facility correctly giving beneficiary notices to each resident? This session will review the Advance Beneficiary Notice, SNF Advance Beneficiary Notice, NONMC, generic and detailed notices, as well as denial letters. A discussion of how each is to be used, time frames, proper notification methods, potential provider liability and consequences of failure to issue notices on time. The role of the interdisciplinary team in the beneficiary notice process will be included, along with methods and tools for improving facility communication. Speaker: Janet Potter, FR&R Healthcare Consulting Anna Hintz, FR&R Healthcare Consulting
Leadership/Finance Track 1G Fund Development: Helping to Secure Your Organization’s Future This session will explore the key issues faced by continuing care retirement communities to move toward a sustainable develop program. Richner and Richner will share their experiences with Michigan clients to demonstrate what can be achieved with appropriate focus and sustained effort. Topics will include effecting a cultural change, impediments organizations are like to face in development programs, the ethics in a CCRC setting, and the Board Staff, and resident roles in launching and maintaining such a program. Speaker: Cedric Richner III, Richner and Richner LLC
2J Audits and Denials Understanding the audit and oversight process in long term care is critical to financial and clinical success. A short overview of the various audit contractors will be provided, along with considerations for technical and clinical denials with suggestions and recommendations for process improvement. Case reviews will be used to support the learning objectives. Speaker: Donna Diedrich, Aegis Therapies Betsy Anderson, FR&R Consulting Anna Hintz, FR&R Healthcare Consulting
Program Strategies/Billing 2G Understanding Medicare Benefit Periods and Medicare Myths Debunked Understanding the SNF benefit period (spell of illness) is vital to determining benefits available to the beneficiary in nursing home settings. Accurately determining the number of Medicare days currently available for a resident can prevent unpleasant collection issues down the road. This session will clearly explain how the benefit period is determined and what events and care can break a spell of illness. This presentation will review a number of case studies to help bring relevance to the topic as well as time for individual questions and answers. Bring your sticky benefit period situations for discussion.
Friday, August 26, 2011 General Session 1K ACO Readiness Panel Join our health care reform expert, Dr. Kathleen Griffin, as she provides a brief update to the current Accountable Care Organization proposed rules and moderates a discussion among Aging Services of Michigan members who are moving toward ACO Readiness. Discussion will include initiatives and planning from the 2010-2011 Executive Leadership Series focusing on organizational readiness for health care reform. Speaker: Dr. Kathleen Griffin, Health Dimensions Group Chris Chesny, MidMichigan Health, Invited Ray Rabidoux, Glacier Hills Senior Living Community Rob Stevens, Genesys Health System Larry Yachcik, Porter Hills Retirement Communities/Services Mark Stutrud, Lutheran Social Services of Michigan, Invited
There are many myths circulating about Medicare coverage and reimbursement in skilled nursing facilities. This session is designed to debunk some of the most common myths. A close look at the most common Medicare misconceptions and actual Medicare regulations and requirements will be discussed. Come to this session to determine if you have been taken in by a Medicare myth. Speaker: Janet Potter, FR&R Healthcare Consulting Anna Hintz, FR&R Healthcare Consulting
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SESSION DESCRIPTIONS 1L Michigan Managed Care Update: This session will provide an overview of Michigan Medicaid planning for dual eligibles with a focus on specific planning under the CMS Integrated Care Planning Grant, and other Michigan state initiatives. An overview of managed care models in other states will also be provided. Speaker: Chris Priest, Michigan Department of Community Health, Invited Kathleen Gifford, Health Management Associates
1N Creating Your Roadmap for the Future The Senior Care and Living Industry is continuing to evolve in anticipation of serving Boomers and in response to consumer, regulatory, and economic pressures including healthcare reform, the expansion of home and community based services, and the development of integrated models of care. In this session, we will discuss how to create a road map for success through the use of strategic planning, market studies, and financial analysis. Tools for analyzing market share and census building strategies across the continuum will be discussed. Speaker: Kerrie Denman, Plante&Moran
Friday, August 26, 2011
Program Strategies Track
1M The Oregon Experience Please join Dennis Russell MHS Alliance Consulting Associate and CEO of Friendsview Retirement Community in Oregon as he discusses the evolution of aging services in that state and its impact on providers. Fifteen years ago, Oregon was the first state awarded Medicaid waivers to provide greater access to home and community based options with a goal of reducing nursing home utilization by 50%. Dennis will share insights and lessons learned from this experience that included significant movement from nursing homes into home and community based settings. He will include the impact on reimbursement, acuity and strategies for “right sizing� clinical capacity. Speaker: Dennis Russell, Mennonite Health Services Alliance
2011 LEADERSHIP INSTITUTE
2K/L/M/N/O Compliance and the MDS 3.0: Operational and Financial Update Workshop This fast moving workshop will explore the key components of corporate and regulatory compliance. Payment programs are focused on compliance with the structure of facility processes dealing with admissions documentation, utilization review documentation as well as proper coordination of data between the MDS and billing data base. Discussion on integrated data and RUG distribution will include specific examples of audit results and current claims denial activity. A must do session for senior operational, fiscal and clinical managers with suggestions for policies, data review and reporting formats to evaluate processes and outcomes. Speaker: Leah Klusch, Alliance Training Center
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R E G I S T R AT I O N I N F O R M AT I O N Registration Information
Cancellation and Refund Policy
Make your hotel reservation online by visiting http://www.grandtraverseresort.com/promocode/index.cfm? promoCode=MAHSA11. Enter your planned check-in date and click on ‘Get Rates.’ The reservation cut-off date is July 25, 2011. After that date, room rates and availability cannot be guaranteed.
Persons who have registered and submit a cancellation request via email by Friday August 12 will receive a full refund. Cancellations must be submitted by email and will be acknowledged by return email. If you do not receive an acknowledgement after one week following submission of your cancellation, please contact us. We cannot accept cancellations by phone.
Full Conference Registration
Cancellations submitted less than 10 calendar days prior to the conference date and those registered but who did not attend will be required to pay a processing fee equal to 50% of the registration fee.
Includes admission to all conference events, including workshops, general sessions, all continental breakfasts and refreshment breaks, networking lunch each day and evening events on Wednesday and Thursday.
Registrants who find they are unable to attend may send a substitute and should notify Aging Services of Michigan of that plan in advance of the conference. Exceptions to the refund policy may be made as deemed appropriate by Aging Services of Michigan staff. Any requests for an exception must be made in writing.
Conference Registration Deadline Register on line by August 17. All non-members must pay in advance or on-site. We do provide discounts for multiple participants from a single facility, but please note that the discount includes only persons from one facility by geographic location.
Confirmation of Registration All pre-registered attendees will receive a confirmation email with conference details. If you have not received a confirmation by August 19, please contact Ken Robbins at the Aging Services of Michigan office at (517) 323-3687.
REGISTRATION FEES Member
Moderators Needed
Non-Member
First Registrant
$400
Additional Registrant
$350
All Registrants
$550
*Extra Tickets to the Dinner Event on Wednesday Night are $50 for Adults and $10 for children 12 and under.
Help us enhance the conference experience by moderating one or more workshop sessions. As a moderator, you will be trained by Aging Services of Michigan staff to introduce speakers, distribute and collect evaluations and validate CEU forms. Please indicate your willingness to volunteer when you register online or by contacting Ken Robbins at Ken@AgingMI.org.
Register online at AgingMI.org
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SCRAMBLE ON THE GREENS Join us for the Sixth Annual Scramble on the Greens Golf Fundraiser! This event is scheduled Thursday, August 25, with a 1:30 p.m. shotgun start. Grand Traverse Resort and Spa's newest course and Gary Player's signature course in Michigan was designed to be flexible and playable with four sets of tees to accommodate golfers of all abilities. The course is enjoyable for high-handicappers yet can be set up to be a true test for professional tournaments. The Wolverine has distinctive nines. The front nine is woven through water and wetlands. The back nine is constructed on rolling highland terrain with hardwoods and views of East Grand Traverse Bay.
THE WOLVERINE $150 PER GOLFER/ $575 PER FOURSOME SPONSORSHIP OPPORTUNITIES Golfer's Gift $250 (4 available) Beverage Cart $1,000 Golfer's Reception $2,500
Register online at AgingMI.org