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Education

Welcome to

CE Attendance Policy Continuing Education Credits Education Program

ANNUAL CONFERENCE & EXPOSITION HERSHEY LODGE, HERSHEY, PA JUNE 21-23, 2017

OVERVIEW LeadingAge PA’s 2017 Annual Conference & Exposition will empower aging services leaders with the information they need to advance their strategic initiatives, evolve, and stay competitive in the provision of long-term services and care to Pennsylvania seniors. Our conference provides a forum to assist aging services leaders in defining their strategic direction; enhancing their financial viability; maximizing their service and efficiency; navigating trends in long-term care; and enhancing performance. CONNECT – our conference theme – will emphasize and provide direction for participants on the importance and value of connecting to form mutually beneficial partnerships and alliances; address workforce issues; navigate new payment models; explore new technology; effectively advocate; and communicate value.

Education Session Schedule

WHO SHOULD ATTEND?

General Sessions

Bring your team! Our conference has been designed to meet the educational needs of aging services professionals including executive officers, administrators, senior executives, governing board members and trustees, finance professionals, nursing leaders, quality and safety officers, compliance officers, housing professionals, department managers, public relations, communications and marketing directors, human resource directors, information technology directors, and activities professionals.

Pre-Conference Workshop

Exposition Exhibitor List

ATTENDEES – REGISTER HERE!

EXHIBITORS – REGISTER HERE!

Partners

General Information

Jointly provided by

Hotel Information

CONNECT: Networking Reception Golf Tournament

• Examine collaboration with acute care and other healthcare providers and community-based organizations as an effective means for improving outcomes and ensuring future financial viability and sustainability.

• Outline recent significant changes in healthcare delivery in the acute care setting and its impact on post-acute care providers.

Registration Categories

Special Events

• Evaluate the impact that evolving demographics, changing consumer preferences, economic realities, and healthcare reform are having on the aging services environment.

• Explain what managed care organizations are evaluating as a result of the shift to a capitated Medicaid Managed Care model.

Registration Information

Registration Fees

CONFERENCE OBJECTIVES

About LeadingAge PA: LeadingAge PA is a trade association representing more than 360 not-for-profit providers of senior housing, healthcare and community services across the commonwealth. Our members provide multiple services and levels of care to seniors including: skilled nursing, assisted living, personal care, adult day services, LIFE programs, home healthcare, home care, hospice, independent living and affordable housing. LeadingAge PA advocates on behalf of our members at the state and local levels to influence positive change and affect a healthy vision for the delivery of quality, affordable and ethical care for Pennsylvania’s seniors. For more information about LeadingAge PA and our envisioned future of senior services, visit www.leadingagepa.org.

• Characterize the ways in which interdisciplinary collaboration across the continuum of care can foster person-centered care and improve resident outcomes. • Summarize practical strategies for enhancing performance, preventing hospital readmissions, and preparing for the new skilled nursing facility quality measures.

• Describe the key new statutory, regulatory, and case law provisions affecting continuing care retirement communities, personal care/assisted living and nursing facility operations, including proposed changes to the Centers for Medicare & Medicaid Services’ Requirements for Participation. • Explore the current generation of technology solutions that will change the experiences and interactions of the aging services consumer and workforce. • Strategically assess how your organization will continue to meet its mission in the future. • Discuss issues impacting the development, maintenance, design, and renovation of traditional senior housing projects. • Discover ways to use your brand to differentiate your community from the competition and transform your marketing message.

Thank you to our Partners:


CONFERENCE SCHEDULE AT A GLANCE Tuesday, June 20

Wednesday, June 21

7:00 a.m. 7:00 - 8:15 a.m. Film on Aging 8:00 a.m.

9:00 a.m. 9:00 a.m. - 12:00 p.m. Pre-Conference Workshop

8:30 - 10:30 a.m. Opening General Session featuring Jake Wood

10:00 a.m. 10:00 a.m. - 12:30 p.m. Exposition Open with Lunch 11:00 a.m.

12:00 p.m.

1:00 p.m.

12:30 - 6:30 p.m. Golf Tournament

12:30 - 2:00 p.m. Education Sessions (A)

2:00 p.m.

3:00 p.m.

2:30 - 4:00 p.m. Education Sessions (B)

4:00 p.m.

5:00 p.m.

6:00 p.m.

4:15 - 5:15 p.m. General Session featuring Isaac Lidsky 5:15 - 6:15 p.m. CONNECT! Networking Reception


HOME/REGISTER Thursday, June 22

Friday, June 23

7:15 - 8:15 a.m. Film on Aging

7:15 - 8:15 a.m. Film on Aging

8:30 - 10:30 a.m. General Session featuring James E. Orlikoff

8:30 - 10:00 a.m. Education Sessions (E)

10:00 a.m. - 12:30 p.m. Exposition Open with Lunch 10:30 a.m. - 12:00 p.m. Education Sessions (F)

12:30 - 2:00 p.m. Education Sessions (C)

2:30 - 4:00 p.m. Education Sessions (D)

4:15 - 5:15 p.m. General Session featuring Scott Belsky

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017

12:30 - 2:00 p.m. Education Sessions (G)


EXPOSITION EXPOSITION HOURS Wednesday, June 21 10:00 a.m. - 12:30 p.m.

Thursday, June 22 10:00 a.m. - 12:30 p.m. Enjoy complimentary lunch with exhibitors both days.

THE 2017 EXPOSITION WILL FEATURE MORE THAN 190 PROVIDERS OF SERVICES TO THE SENIOR CARE PROFESSION, INCLUDING: •A  rchitects

 harmacies and pharmaceutical manufacturers P • Financial service companies • Builders • Information technology providers • Marketing service providers • Food service companies • Medical equipment and service providers • Staffing agencies and many more! •

DON’T MISS VISITING THESE EXHIBITORS! (Exhibitors as of February 28, 2017)

360care

Barry Isett & Associates, Inc.

55 Living

Basic American Medical Products

Absolute Pharmacy, Inc.

BB&T Capital Markets

Absolute Rehabilitation & Consulting Services, Inc.

Benchmark Construction Company, Inc.

Accelerated Care Plus

Benecon

AdvantageCare Rehabilitation, Inc.

Bernardon

Aegis Therapies

Best Bath Systems

Affinity Health Services, Inc.

Bluespire Senior Living

Alert Pharmacy Services, Inc.

BP Gamma Medical

Alixa Rx – Total Pharmacy Solution

Brightbill Bodyworks, Inc.

Alliance Rehab/Symbria Analytics

Brightview Landscape Services

Anstey Hodge Senior

Brown Advisory

Apex Rehab Solutions

C&C Construction Management, Inc.

Appalachia Technologies

CARE first Pharmacy Services, LLC

Arnett Carbis Toothman, LLP

Capozzi Adler, P.C.

Arthur Funk & Sons, Inc.

Caremerge

Baker Tilly

CBIZ & Mayer Hoffman McCann, PC


HOME/REGISTER CCS Building Group

Flagship Rehabilitation Services

KDA Architects

Clark Food Service Equipment

Forbo Flooring Systems

KMRD Partners

CleanCare

Fulton Bank

Kennedy, PC Law Offices

CliftonLarsonAllen

Functional Pathways, LLC

Keystone Communications

Columbia Ancillary Services, Inc.

Generations Salon Services

Kinsley Construction, Inc.

Commercial Flooring Professionals, Inc.

Genesis Rehabilitation Services

Kramer + Marks Architects

Compass Group

Graham Company, The

L. R. Webber Associates, Inc.

Compliance Store, The

Grane Rx

Lancaster Pollard

Continuum CRM

Greenbrier Development, LLC

Latsha Davis & McKenna, PC

Contract Environments, Inc.

H & R Healthcare

LECESSE Construction

Contract Pharmacy Services, Inc.

Hamlin Capital Advisors

Lemus Construction, Inc.

Cornerstone Design-Architects

Harkins Builders, Inc.

Lenhardt Rodgers Architecture & Interiors

Creating Results, LLC - Strategic Marketing

Haven Behavioral Hospital of Eastern PA

Love & Company

Creative Bus Sales, Inc.

Healthcare Academy

M&T Bank

Cura Hospitality

HealthPRO Heritage

MatrixCare

Curavi Health

HealthSignals, LLC

Maven Medical, LLC

Cutler Associates, Inc.

Herbert, Rowland & Grubic, Inc.

MedaCure, Inc.

Cyber Cycle – Interactive Fitness

HersheyCare Pharmacy Services

Medicine Shoppe Long Term Care, The

DavCo Advertising, Inc.

Hill-Rom

Medline Industries, Inc.

DesignPoint, Inc.

HJ Sims

Merlino Design Partnership, Inc.

Diagnostic X-Ray Service, Inc.

Horizon Software International

MEYER

Diamond Pharmacy Services & Medical Supply

Houck Building Preservation Specialists

MHS Consulting

Digital Care Systems, Inc.

Hynum Law

MobilexUSA

Direct Supply, Inc.

IGS Energy

Modern SBC

Durkan Carpet

IMC Construction

Morefield Communications

Eastern Diversified Services, Inc.

Imperial Beverage Systems, Inc.

Mowery

eci Group

Integrated Security Systems, Inc.

Murray Securus

EAW Security

Interface

National DataCare Corporation

EG Stoltzfus Construction

Investors Bank

Noelker & Hull Associates, Inc.

Elwyn Specialty Care

Johnson, Kendall & Johnson

Northeast Protection Partners

Eventus Strategic Partners

Johnson’s Pharmaceutical Services, Inc.

Nutrition Management Services Company

EZ Way, Inc.

KCBA Architects

Omnicare CVS

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


EXPOSITION

(continued)

PFM Group, The

RKL

Symtech Solutions

Padden, Guerrini & Associates, PC

RLPS Architects

Tandus Centiva

Paul Risk Associates, Inc.

RLPS Interiors

TechWise Group

Penner Manufacturing

Reliant RenalCare

TENA Incontinence Care

PharMerica

Retirement Community Health Plan of PA

THW Design

PharmScript, LLC

Rohrer Bus Sales

Trinity Rehabilitation Services

Phoebe Rehabilitation Services

Sage Age Strategies

Turning Point Collection, LLC

Phoebe Services Pharmacy

Select Rehabilitation, Inc.

Unidine Senior Living Culinary Group

Phoenix Contract, Inc.

Senior Portal

Unified Alerts

Physician’s Mobile X-Ray

Senior TV

Varsity

Pioneer Solutions, Inc.

SFCS Architects

Vigil Health Solutions

Piper Jaffray

SigmaCare

VOICE

PointClickCare

Sodexo Seniors

Wagman Construction, Inc.

Poole Anderson Construction

Solutions Advisors

Warfel Construction Company

Prelude Services

Specialty Medical Products, Inc.

WGL Energy Services, Inc.

ProCare Medical

Spectra Medical, LLC

Wohlsen Construction Company

ProviNET Solutions

Spiezle Architectural Group

Wolfington Body Company, Inc.

Reese Engineering, Inc.

Standard Textile Company, Inc.

Ziegler

RehabCare

Stewart & Conners Architects, PLLC

RGS Associates, Inc.

Stewart & Tate Construction


LEADINGAGE PA PARTNERS

HOME/REGISTER

flagshiprehab.com

actcpas.com Arnett Carbis Toothman, LLP (ACT) is proud of its extensive history and unparalleled service to the senior living community. Serving the industry for over 50 years, we are committed to enhancing this focus for your success through our extensive menu of services: audit, tax, Medicare and Medicaid cost reports, operational/benchmarking analysis, clinical consulting, information technology, mergers/acquisitions/collaborations, strategic positioning, and more. If you are looking for a CPA firm that truly understands your business and how it fits into the entire healthcare delivery system, ACT is the firm for you.

claconnect.com

Flagship Rehabilitation Services is a leader in today’s senior healthcare marketplace providing comprehensive rehabilitation, compliance and management services to customers throughout Maryland, Pennsylvania, Virginia, the District of Columbia, and Oklahoma. Flagship is committed to providing ‘More Than Expected’, creating true partnerships, exceptional customer support and enhanced community revenues. At Flagship, we focus on best practices and cost effective and efficient delivery of care. Our number one goal is to maximize resident outcomes, functional independence and quality of life while creating real value for your organization.

hynumlaw.com The legal needs of healthcare are inconstant so it’s important to seek legal representation with experience. Hynum Law represents nursing and PCH facilities regarding collections, Medicaid eligibility, guardianships, compliance programs, contracts, licensure and survey appeals, human resources, reimbursement and payment appeals. Attorney Michael Hynum obtained NHA licensure in 1993 and served as a nursing home and personal care home administrator for many years. Combined, the attorneys at Hynum Law have over 40 years of experience.

CliftonLarsonAllen (CLA) helps aging services organizations address the significant issues facing healthcare that matter to their business. From offices coast to coast, we deliver the professional services of our integrated wealth advisory, outsourcing, and public accounting capabilities. Tailoring our broad capabilities to the needs of senior living providers, CLA offers an array of service capabilities: information security, HIPPA compliance, benchmarking, market research, operations assessment and performance improvement, strategic capital planning, mergers and acquisitions, due diligence, valuation, reimbursement, audit, tax, and more.

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


LEADINGAGE PA PARTNERS

loveandcompany.com

lrwebber.com L.R. Webber Associates, Inc. provides reliable, efficient and competitive employee benefits programs to assist organizations with design, implementation, enrollment and servicing. Our services provide employee claims and coverage support while reducing HR administration and cost burdens. We offer discounts on Employee Benefit Services which include: benefits review advisory services, education services, vendor negotiations, benefits plan support compliance, and benefits plan outsourcing; and on our Retirement Benefits Plan Services, which include: plan administration and record keeping, 401(k)/403(b) plans, employee education/enrollment, plan documentation/communication, fiduciary investment reviews, and vendor analysis and benchmarking.

ldylaw.com Regulatory and reimbursement changes, compliance oversight, and affiliation and integration efforts dominate today’s healthcare landscape. As General Counsel for LeadingAge PA, Latsha Davis & McKenna, PC focuses on these matters and other legal issues important to LeadingAge PA members, serving as transaction, affiliation, regulatory, corporate, tax exemption and labor counsel. We are recognized in the post-acute community for our practical, business-oriented approach, our reputation for integrity and quality of service, and our ongoing commitment to education and training. As your organization positions itself in this rapidly changing environment, we stand ready to assist.

Love & Company is a 37-year-old senior marketing firm that works almost exclusively with not-for-profit senior living organizations. We’ve helped fill start-up and mature communities, increase healthcare revenue, market expansions and startups, and reposition communities to prepare for the coming boomers. Our specialties include research and market intelligence services, strategic marketing planning and management, creative and branding services, digital and integrated media services, sales training and management, and health services marketing.

ziegler.com Ziegler is one of the nation’s leading underwriters of financing for not-for-profit senior living providers. Ziegler offers creative, tailored solutions to its senior living clients, including investment banking, financial risk management, merger and acquisition services, investment management, seed capital, FHA/HUD, capital and strategic planning, sponsorship transitions, as well as senior living research, education and communication.


HOME/REGISTER

mtb.com

Capozzi Adler, P.C. -Attorneys at Law-

www.capozziadler.com

M&T Bank has served the healthcare industry for over 30 years, supported by a team of dedicated professionals in the M&T Healthcare Banking Group. M&T’s Healthcare Banking Group is dedicated to working exclusively with CCRCs, hospitals, and other healthcare providers to develop solutions tailored to their specific banking needs. M&T offers a broad array of financial solutions including tax exempt and taxable bank financing and underwriting, treasury management services, deposit services, card programs, and investment options through Wilmington Trust.

capozziadler.com Capozzi Adler – serving the legal needs of healthcare and senior living providers since 1997: • Medicaid Reimbursement Appeals • Civil & Commercial Litigation • Collections & Medicaid Eligibility • Corporate Compliance • LTC & Assisted Living Regulations • Medicare Litigation • Government Investigations & Audits; Healthcare Fraud and Defense

murrayins.com Murray Securus is an employee-owned company founded in 1930. We are the region’s largest independent insurance broker offering solutions for risk management, insurance, health benefits, third-party administration, wealth management and human resources.

• Employment & Labor • Sales & Acquisitions • Admission Agreements • Licensure Issues • CCRCs • Guardianships • Medical Marijuana Law Licensure and Compliance

lrwebber.com The Retirement Community Health Plan of PA offers a selffunding option for LeadingAge PA members to control benefit costs, while providing flexibility, support and service to their facility and its employees. The consortium-based model allows each member facility to choose the benefit plan design and employee contribution structure that best suits its needs while paying its own rate based on the organization’s demographics and historical claims experience.

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


LEADINGAGE PA PARTNERS brands within the senior living marketplace - Morrison Community Living, Bateman Community Living and Flik Lifestyles. Why three? To create a strong and specialized focus on the expanding and diverse demands of the resident populations entering our clients’ communities.

curahospitality.com affinityhealthservices.net Affinity Health Services, Inc. provides senior community management and consulting services specializing in continuing care retirement communities, skilled nursing and personal care homes. Affinity provides full management services and consulting for reimbursement, regulatory compliance (PCH and SNF) marketing, financial management and forecasting, clinical services and operational assessments. We service clients in non-profit, for-profit, hospital based and government owned organizations. We pride ourselves in our ability to achieve balance between care and financial stability.

bakertilly.com Baker Tilly is a nationally recognized, full-service accounting and advisory firm whose specialized professionals connect with clients and their businesses through refreshing candor and clear industry insight. With approximately 2,700 employees across the United States, Baker Tilly is ranked as one of the 15 largest accounting and advisory firms in the country. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 countries, with 28,000 professionals.

compass-usa.com Compass Group is the leading foodservice and support services provider built proudly through the creation of a specialized family of brands and individual companies serving clients and customers in over 600 senior living communities in addition to award-winning restaurants, corporate cafes, schools, arenas, museums, hospitals, remote sites, and more. Compass built three

Cura Hospitality is an innovative dining service and hospitality provider dedicated to our mission of enhancing life around great food. We specialize in senior dining, bringing resident-centered programs and a range of wellness offerings to CCRCs in the midAtlantic region. Cura offers a unique, custom approach to each senior community that we serve, ensuring that the dining program largely contributes to the community’s overall brand difference and engages residents, family, staff and guests.

fultonbank.com Fulton Bank, founded in 1882, has grown to an organization with $18 billion in assets, blessed with many enduring banking and investment relationships with not for-profit senior living organizations. Through our relationship model, we provide banking services by people integrated into your community, through an organization with the capacity, products, services and expertise of a larger financial institution.

hjsims.com Established in 1935, HJ Sims is a full service investment bank specializing in structuring and underwriting senior living and long-term care financings, including tax exempt and taxable bonds, mezzanine loans, equity, seed money, bank financing, and FHA-insured loans. HJ Sims also provides advisory services in the areas of capital planning, restructuring and mergers and acquisitions. With over $22 billion worth of financings, we’re the ones to talk to.


HOME/REGISTER

jkj.com Johnson, Kendall & Johnson (JKJ) is an insurance and risk management firm handling insurance programs for senior living clients for over 40 years. Our growth in the senior living industry has come from: (1) risk control services and training initiatives; (2) exclusive JKJ insurance programs; (3) JKJ University; (4) participation in the industry’s associations, conferences and conventions, and; (5) a client list of 175 retirement communities and nursing homes in 14 states.

piperjaffray.com Piper Jaffray is a leader in senior living finance in Pennsylvania and nationwide. Our bankers have a long track record working closely with Pennsylvania senior living providers. We help our clients achieve their strategic objectives through our comprehensive financing solutions, advisory services, loan placement capabilities, in-depth senior living industry knowledge, and strong debt distribution channels. Our team focuses on nonprofit organizations and tailors financing solutions to meet their unique goals and objectives.

kennedypc.net Since 2001, Kennedy, PC Law Offices has represented almost exclusively the long-term care provider community. The firm’s clients enjoy personal attention backed by highly focused and extensive experience. Kennedy, PC practice area’s include representing providers in Medicaid eligibility appeals, guardianships, private pay collections, and/or estate matters. In addition to assisting our clients in receiving payment for service rendered, Kennedy, PC represents providers on a number of other regulatory issues, including survey and enforcement, adverse event management, CCRC issues, and change of ownership issues.

rsmowery.com Mowery, located in Mechanicsburg, PA, provides general construction, construction management and design/build services. Specialties include senior care communities; medical facilities; warehouse/distribution facilities; private education; auto dealerships; and office complexes. No project is too large or small – we can help plan, design and construct your vision. Mowery is proud to provide reliable, high-quality work for local, regional and national clients for over 93 years.

rklcpa.com RKL’s Senior Living Services Consulting Group helps providers thrive amidst the ever-changing regulatory, strategic and financial challenges of the industry. Members of the RKL Senior Living Services team draw upon their healthcare industry background and consulting expertise to offer the operational, financial, clinical, reimbursement and compliance services that position retirement and long-term care facilities for sustainable success.

rlps.com RLPS Architects, founded in 1954, serves clients throughout the United States. The firm specializes in senior living, providing master planning, architecture and interior design services. Completed work includes more than 125 retirement communities and 1,525 seniors’ housing and care center projects. We have made senior living our life’s work and remain passionate about providing person-centered environments that “quietly” support the programs and missions of the organizations we serve.

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


GENERAL SESSIONS WEDNESDAY, JUNE 21 8:30 - 10:30 a.m.

The One and the Nine: Building Teams and Organizations that Win featuring Jake Wood

For every 100 people in a typical organization or on your team, there are 10 people who shouldn’t even be there, 80 who at their best have a neutral impact, 9 who perform exceptionally, and one who is a true leader capable of taking command and creating a winning team or culture. This reality is forcing organizations to rethink what they know about leadership, change management and risk and what’s required in order to adapt and thrive. Jake Wood is cofounder and CEO of Team Rubicon, a non-profit organization that utilizes the skills of military veterans to deploy disaster response teams worldwide. A recipient of the Navy-Marine Commendation Medal and a leading veterans’ advocate, he has briefed President Obama on veterans’ issues, met with former Presidents Bush and Clinton on disaster response and testified before the Senate. Using his own remarkable journey as an athlete, Marine Scout Sniper, and non-profit leader, Jake shows organizations how to find and build the teams needed to win life’s battles and become the “one” others look to.

WEDNESDAY, JUNE 21 4:15 - 5:15 p.m.

What Reality Are You Creating for Yourself? featuring Isaac Lidsky

Reality isn’t something you perceive; it’s something you create in your mind. Isaac Lidsky learned this profound lesson firsthand, when unexpected life circumstances yielded valuable insights. In this introspective, personal talk, he challenges us to let go of excuses, assumptions and fears, and accept the awesome responsibility of being the creators of our own reality. Isaac Lidsky is a visionary thought leader, author, and entrepreneur who shares with others his empowering approach to living and leading. His eclectic resume includes the portrayal of “Weasel” on Saved by the Bell: The New Class, magna cum laude graduate of Harvard Law, and service as law clerk for Supreme Court Justices Sandra Day O’Connor and Ruth Bader Ginsburg. He also founded a tech startup and sale for $230M; turned a failing construction subcontractor into a highly profitable construction services company; and founded Hope for Vision, a non-profit that funds the development of treatments and cures for blinding diseases. His first book, Eyes Wide Open: Overcoming Obstacles and Recognizing Opportunities in a World That Can’t See Clearly was released March 2017.


HOME/REGISTER THURSDAY, JUNE 22 8:30 - 10:30 a.m.

Connecting the Dots: How the Macroeconomics of Healthcare and Shifting Demographics are Changing the Future of Aging Services featuring James E. Orlikoff

The pace of change in healthcare is staggering. A massive shift in the country’s demographics will put new pressures and demands on the traditional aging services business model. Issues such as financial viability; improving quality of care while controlling costs; engaging and integrating healthcare partners in transformation; and determining whether to stand alone or affiliate are just some of the complex issues facing aging services over the next decade. Find out what all of this means to you and what contributions you can make to prepare and support your organization through change. James E. Orlikoff is a consultant and author with over 35 years specializing in governance and leadership, strategy, quality, and organizational development. Named as one of the 100 most powerful people in healthcare by Modern Healthcare magazine, he is President of the consulting firm Orlikoff & Associates, Inc., serves as the national advisor on governance and leadership to the American Hospital Association and Health Forum, and is senior consultant to the Center for Healthcare Governance. The author of fifteen books, his work, Board Work: Governing Health Care Organizations, was the winner of the ACHE James A. Hamilton Book of the Year award.

THURSDAY, JUNE 22 4:15 - 5:15 p.m.

Making Ideas Happen featuring Scott Belsky

Great ideas only see the light of day when creative people and teams are able to get organized, harness the forces of technology and community, and become better leaders of themselves and others. Research has shown that the world’s most productive creative people and teams share a common series of best practices. When organizations focus on these tenets promoting the value of design and pursuing ideas as responsibility and not just as opportunity, bold creative projects become reality and are pushed to completion. Scott Belsky is an entrepreneur, author and investor committed to helping organizations leverage the power of technology and community to empower creative potential within their workplace and build highly productive individuals and teams. Best known for co-creating the online portfolio platform Behance, he is a frequent contributor on MSNBC and has worked with leading companies and organizations including General Electric, Proctor & Gamble, Facebook, and the U.S. Government. His book, Making Ideas Happen, is a national bestseller and he’s been recognized by Fast Company as one of the “100 Most Creative People in Business.”

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


EDUCATION SESSION SCHEDULE All sessions are listed below by education track. For a listing by day/time, click here.

Strategic Positioning Marketing & Consumer Preferences Operational Excellence Public Policy & Legal Issues

Senior Living Design

Leadership & Workforce Development

B 2:30 - 4:00 p.m.

1-A: The Slippery Slope Between Functional and Frail: Are You Failing Your Independent Living Residents?

2-B: CMS Demonstration Project: UPMC’s Initiative to Reduce Potentially Avoidable Hospitalizations among Nursing Facility Residents (RAVEN) 9-B: Revenue, Revenue, REVENUE!

8-A: Using Management Metrics to Improve Quality and the Bottom Line 15-A: Creating Community Partnerships to Navigate Healthcare Payment Reform 22-A: Crisis Communications: Creating a Culture of Preparedness 28-A: DOH Nursing Facility Update

16-B: TelemedicineEnabled Bedside Medicine: A Liberty Lutheran Case Study 23-B: Snail Mail Still Leads the Marketing Race 29-B: Surviving in the Increased Survey Enforcement Environment 36-B: Community HealthChoices: The Future of Medicaid Managed Care in Pennsylvania

35-A: The New World Order: What Have We Learned from the First Years of Healthcare Reform? 42-A: Centers for Healthy 43-B: EngAGING Living: How a New Building Technology: The Evolution Typology is Providing of Home Whole-Person Wellness to Seniors 49-A: Employment and 50-B: Resident Storytelling Labor Law: A Year and Employee Engagement in Review

THURSDAY, JUNE 22

Financial Management

WEDNESDAY, JUNE 21

Culture, Care & Service Innovations

A 12:30 - 2:00 p.m.

C 12:30 - 2:00 p.m. 3-C: RistCall: Wireless Technology to Improve Resident Outcomes and Staff Experience

10-C: Triple Check: A Process to Prevent False Claims 17-C: Housing as a Platform: Strategies for Success 24-C: Live Life Vibrantly: How to Create a Culture of Hospitality 30-C: Increasing Safety through Staffing and Scheduling 37-C: 2017 Long-Term Care Provider Legal Update

44-C: Repositioning Outdated Apartments to Meet Current Market Trends 51-C: Ten Things Every Board and CEO Should Do to Prepare for Executive Transitions – and a Few Things NOT to Do!


HOME/REGISTER

E 8:30 - 10:00 a.m.

F 10:30 – 12:00 p.m.

G 12:30 – 2:00 p.m.

5-E: The Potential of Mental Health Services to Facilitate Transformation in Long-Term Care

6-F: Slips, Trips, and Broken Hips: Safety in Dementia Care

11-D: Negotiating Rates and Contracts with Managed Care Organizations

12-E: The Bundled Payment Puzzle: How Does Post-Acute Care Fit?

18-D: Inspire, Iterate, and Innovate: Creating an Innovation Flywheel in Any Organization 25-D: Prospect to 365: Creating a Journey from Prospect to Resident 31-D: Are We Listening to Our Acute Care Partners?

19-E: Mission and Money: Using Financial Information to Advocate Mission

13-F: Senior Living Financial Valuation & Applications: Foundations for Organizational Growth and Evolution 20-F: What to Build? The Anatomy of a FutureOriented Expansion

7-G: Embracing PersonCentered Care While Addressing Regulations and Achieving a Five-Star Quality Rating 14-G: HCBS Mergers and Acquisitions: Due Diligence and Planning

4-D: Culture Change is Not for the Faint of Heart

38-D: Public Policy & Advocacy Update

45-D: How Innovative SMARThome Technology and Design Helps Seniors Maintain Independence and Age in Place 52-D: Move to the Orange Zone: Leveraging Employee Engagement to Foster Strategic Growth and Success

FRIDAY, JUNE 23

D 2:30 - 4:00 p.m.

26-E: Branding: Key to Your Leadership Legacy

21-G: LeadingAge PA Data & Resources: Getting the Most Out of Your Membership

27-F: New Insights for the New World of Digital Marketing 34-G: Laying a Foundation 32-E: Healthcare HIPAA 33-F: New SNF Quality and Cybersecurity Update Measures: Strategies for Success: Developing to Boost Your Facility’s a Plan to Meet CMS’ New Quality of Care Regulations Performance 41-G: Follow Us on 39-E: New and Diverse 40-F: Ensuring Compliance #SocialMedia: Partnerships Past the and Minimizing False Risk, Privacy, Hospital Doors Claims with Your and Compliance Rehab Partners 46-E: In Search of 47-F: New Strategies for 48-G: Exploring a New Sustainability: Using ValueEnergy Efficiency in Model for Intergenerational Driven Building Design Senior Housing Living Strategies to Ensure LongTerm Success 53-E: Empowering 54-F: LeadingAge PA Employee Engagement: Compensation and Benefits Two Case Studies Survey: 2017 Findings

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


PRE-CONFERENCE WORKSHOP TUESDAY, JUNE 20 9:00 a.m. - 12:00 p.m.

Pre-Conference Workshop (P) N

55-P. Developing Leadership Strengths and Improving Engagement in Your Workforce Are you interested in improving staff engagement as well as retaining the folks you already have? Do you want to be a leaner, stronger, hungrier leader? Whether you’re a new manager, part of the “old guard”, or aspire to increased responsibility, this session will bring you up to speed on the latest and greatest management and human performance improvement theories. More than just a review, your knowledge and skills will be tested against the best practices of Collins, Buckingham, Lencioni, Drucker, Dr. Suess, and many others. If Dr. Seuss is the only familiar author on the list, this session is mandatory! Improving staff engagement begins by recognizing that the “present moment” is calling, and it misses you. Most of our days are filled with the beeps, tweets, dings, and rings that are the notes in the soundtrack of today’s technology driven world. The daily demands of our ever changing industry, in addition to our gadget dependency, compete with our ability to model the most effective behaviors and attitudes. These activities and conversations will encourage you to become a model of clarity, commitment, competence, and confidence. Additionally, this session will reintroduce you to your sanity by offering tips and ideas for how to stay engaged, while also encouraging high engagement from others. Leave this experience as a more powerful leader, supervisor, and/or colleague with a refreshed perspective on your ability to influence everyone around you. • Explain current management techniques and human performance improvement theories to improve your leadership abilities. • Demonstrate methods for staying engaged and focused on the competencies necessary for full-out effort and engagement. • Identify the attitudes and values that impact the success and challenges associated with poor performance, call outs, and challenging staff behaviors. Are you ready?!? Christopher Ridenhour, Director of Employee Engagement Training, Liberty Lutheran


EDUCATION PROGRAM

HOME/REGISTER

The program is listed by day/time order. For a listing of sessions by education tracks, click here.

Sessions denoted with an N are for nursing continuing education contact hours and sessions on governance-related issues are identified with a T. WEDNESDAY, JUNE 21 7:00 - 8:15 a.m.

Film on Aging Landscapes of Longevity • Summarize the physical aspects of landscape that enable healthy communities and the importance of a “sense of place” in fostering well-being. • Explain the role that cultural landscapes and public space play in fostering healthy aging. • Describe insights and strategies for design schemes in the United States that could serve to nurture a culture of increased vitality, health, and longevity. 8:30 - 10:30 a.m.

Opening General Session featuring Jake Wood N Click here for more information.

10:00 a.m. – 12:30 p.m.

Exposition Open with lunch. 12:30 – 2:00 p.m.

Education Sessions (A) 1-A. The Slippery Slope Between Functional and Frail: Are You Failing Your Independent Living Residents? N • Distinguish normal versus accelerated aging and tools for identification of independent living facility (ILF) residents as fit, pre-frail, or frail.

• Identify rehabilitation and wellness programming designed to serve the independent population and prevent rapid decline leading to the transfer to long-term care. Pat Alderson, Corporate Director of Rehabilitation Services, and Connie Rasmussen, Regional Director of Rehabilitation Services, ACTS Retirement-Life Communities, Inc.

8-A. Using Management Metrics to Improve Quality and the Bottom Line N • Recognize dashboard/trend reports as a way to measure the quality and cost of care in the long-term care setting. • Discuss the importance of evaluating trends and metrics to improve quality and the bottom line. • Outline steps to take for starting the use of management metrics in your organization. Keith E. Frndak, President & CEO, Concordia Lutheran Ministries

15-A. Creating Community Partnerships to Navigate Healthcare Payment Reform T • Cite how healthcare reform initiatives and incentives will impact post-acute care and other providers as they partner in care and service delivery. • Critique the barriers encountered while achieving a “win/win” solution between acute care and post-acute care to best serve interests of individuals while managing risk and maintaining sustainability. • Determine the factors that may lead to market consolidation and how that could impact future strategy, operations and financial profile. Eva Bering, COO, Landis Communities; Rusty Quynn, Managing Director, BB & T Capital Markets; and Stacey G. Youcis, Senior Vice President, Lancaster General Health

• Recognize opportunities to educate community leadership, as well as rehabilitation and fitness professionals, on higher level resident identification of skilled needs based on validated measures.

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


EDUCATION PROGRAM 22-A. Crisis Communications: Creating a Culture of Preparedness NT • Explain how today’s traditional and social media landscapes demand new methods of crisis preparedness and planning. • List a variety of actionable concepts for improving crisis preparedness, with a keen eye toward overcoming the cultural and operational barriers to effective communication. • Prepare a strong, actionable crisis response plan and testing protocols to spot and resolve vulnerabilities. Christopher Lukach, President, Anne Klein Communications Group, LLC; and Adam Marles, Senior Vice President, Advancement and Strategic Initiatives, Phoebe Ministries

28-A. DOH Nursing Facility Update NT • Discuss trends in nursing facility deficiencies, including the most recently cited tags. • Discuss areas of concerns the Department of Health (DOH) is finding in nursing facilities so that facilities can seek to ensure compliance in these areas. • Discuss the status of DOH regulations and guidance including the Civil Penalty Assessment Guidelines. Department of Health representative TBA

35-A. The New World Order: What Have We Learned from the First Years of Healthcare Reform? N • Explore how/why exceptional care delivery can be the foundation for building long-lasting, resilient relationships with upstream and downstream partners. • Recognize how technology is the platform on which successful healthcare reform initiatives are based.

• Inventory the positive outcomes seen by multiple CHL case studies that are delivering programs that support the eight dimensions of wellness. Emily Chmielewski, Senior Design Researcher, Perkins Eastman; and Lisa McCracken, Senior Vice President, Senior Living Finance Research & Development, Ziegler

49-A. Employment and Labor Law: A Year in Review • Recall new regulations, statutes, and case law developments in employment and labor law. • Illustrate common workplace legal pitfalls relating to employment and labor law. • Define best practices to ensure compliance and prevent and defend against employment and labor law-related legal claims. Glenn R. Davis, Attorney/Shareholder, and Andrew P. Dollman, Attorney, Latsha Davis & McKenna, PC

2:30 – 4:00 p.m.

Education Sessions (B) 2-B. CMS Demonstration Project: UPMC’s Initiative to Reduce Potentially Avoidable Hospitalizations among Nursing Facility Residents (RAVEN) N • Outline the Centers for Medicare & Medicaid Services’ (CMS) demonstration project to reduce potentially avoidable hospitalizations among nursing facility residents and how the key intervention components of RAVEN could impact your facility. • Study telemedicine’s role in reducing potentially avoidable hospitalizations and the key challenges faced during telemedicine implementation and utilization across multiple partners.

Kristy Yoskey, Vice President of Clinical Strategy, HealthPRO-Heritage

• Evaluate educational offerings from The Jewish Healthcare Foundation’s work within the RAVEN initiative that have supported staff culture change within partner facilities, with particular focus on avoiding hospitalizations.

42-A. Centers for Healthy Living: How a New Building Typology is Providing Whole-Person Wellness to Seniors N

April L. Kane, RAVEN Co-Director, UPMC Community Provider Services; Steven M. Handler, Associate Professor, University of Pittsburgh; and Nancy D. Zionts, COO/Chief Program Officer, Jewish Healthcare Foundation

• Evaluate the breadth and scale of the impact that healthcare reform has had on the post-acute care industry.

• Describe how centers for healthy living (CHLs) can support seniors’ wellness in a meaningful way. • Explore the programming and design elements of a CHL.


HOME/REGISTER 9-B. Revenue, Revenue, REVENUE! • Summarize what managed care organizations (MCOs) are evaluating as a result of the shift to a capitated Medicaid Managed Care model and how to maximize leverage in negotiations with MCOs and the interplay with Department of Human Services regulations. • Evaluate how long-awaited rule-making from the Consumer Financial Protection Bureau, Federal Communications Commission and other governmental agency orders, as well as recent case law, influence efforts to manage receivables. • Describe important factors to consider in updating existing compliance programs to include the new reimbursement system, as well as training, with respect to consumer interaction during collection efforts. Michael Hynum, President and Managing Partner, and Eric Bialas, Associate Attorney, Hynum Law

16-B. Telemedicine-Enabled Bedside Medicine: A Liberty Lutheran Case Study T • Assess the application of telemedicine technology to create greater access to patient care and transform the system of care within the long-term care setting. • Examine cost-effective strategies to provide advanced medical care on site in nursing homes and assisted living facilities while positioning facilities to be in network, grow admissions and enhance their Five-Star Quality Rating. • Appraise the impact of a dedicated after hour physician group on nursing skills and their clinical confidence. David Chess, Chief Medical Officer, TripleCare; and John Barnum, Chief Financial Officer/Senior VP, Liberty Lutheran

29-B. Surviving in the Increased Survey Enforcement Environment • Critique changes in the regulatory environment, including the Centers for Medicare & Medicaid Services’ (CMS) new requirements of participation, changes to the Department of Health (DOH) survey process, increased federal penalties, and the potential impact on operations within the long-term care environment. • Analyze consequences of increased civil money penalties (CMPs) from CMS and DOH and other considerations for completing plans of correction. • Explain how to implement proactive changes to avoid serious facility survey outcomes and catastrophic penalties. Paula G. Sanders, Principal and Co-Chair, Health Care Practice Group, Post & Schell, PC

36-B. Community HealthChoices: The Future of Medicaid Managed Care in Pennsylvania T • Describe the current implementation status of the Community HealthChoices (CHC) program and its effect on the coordination of behavioral health services. • Discuss examples of relationships between providers and insurers as well as techniques and processes to reduce costs, advance quality and improve health outcomes. • Explore the status of readiness review for CHC providers not yet in the implementation phase and what providers can do to prepare. Kevin Hancock, Chief of Staff, Office of Long-Term Living, Department of Human Services

23-B. Snail Mail Still Leads the Marketing Race

43-B. EngAGING Technology: The Evolution of Home N

• Examine how sophisticated data can find more age and income qualified leads and increase the return on investment (ROI) of direct mail campaigns.

• Relate the background and details of a state-of-the-art memory care cottage and its positive impact on service delivery and senior care.

• Recognize through case studies the success of messaging focused on the lifestyle experience of life plan communities.

• Recite new and innovative technologies within the senior living setting that improve the care delivery experience for staff and caregivers and the quality of life for residents in memory care.

• Express how senior living prospects can be moved through the sales funnel using e-mail and digital ads that have a very low ROI. Angela Hamilton, Executive Vice President, Anstey Hodge Senior; and Mark Ingram, CMO, SENIOROI

• Outline the range of designs for memory care environments and which designs and operational strategies are most effective. Joy Bodnar, COO, Cross Keys Village; and Curtis Jennings, Associate, SFCS

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


EDUCATION PROGRAM 50-B. Resident Storytelling and Employee Engagement N

10:00 a.m. - 12:30 p.m.

Exposition

• Describe the benefits of a corporate workforce that is closely connected to the organization’s mission.

Open with lunch.

• Explain ways to connect employees to the organization’s mission in a way that heightens their sense of purpose and strengthens their contributions.

Education Sessions (C)

• Analyze the benefits of adopting a corporate storytelling approach as a way to explain complex business concepts. Niamh Fabiszewski, Director of Application Services, and Jeremy Neely, Vice President, Operations - Northeast Region, ACTS Retirement-Life Communities, Inc.

4:15 - 5:15 p.m.

General Session featuring Isaac Lidsky N Click here for more information.

THURSDAY, JUNE 22 7:15 - 8:15 a.m.

12:30 - 2:00 p.m.

3-C. RistCall: Wireless Technology to Improve Resident Outcomes and Staff Experience • Appraise RistCall technology capabilities, the scope of pilot and its impact on resident safety, experience, and improvement of nursing work flow. • Explain the deployment process of wearable wireless communication devices to skilled nursing facility (SNF) residents and staff and the resulting culture/behavior change movement. • Review improved quality, safety, and patient satisfaction metrics, to include decreased response time, reduced resident falls, resident and staff satisfaction, and increased efficiency of nursing workflow. Mary Anne Foley, COO, and Abby Miles, Business Analyst, Jewish Association on Aging; Srinath Vaddepally, CEO & Founder, and Ameya Bhat, Cofounder, Product Management & Strategy, RistCall, LLC.

10-C. Triple Check: A Process to Prevent False Claims N

Film on Aging Sum Total of Our Memory • Identify the symptoms of dementia and the progression of the disease. • Discuss the diagnosis of Alzheimer’s, surrounding stigmas, and helpful approaches for caring for patients and loved ones affected by the disease. • Recognize the challenges, complexities, and changing roles of caregivers in families of patients affected by Alzheimer’s. 8:30 - 10:30 a.m.

• Define the Triple Check process as a pre-submission claims review process to reduce claim denials and foster a highly effective team approach to the claims submission process. • Differentiate the sections of Medicare claims used to bill for services in skilled nursing and long-term care facilities. • Identify the most effective team members and time period for completion of the Triple Check process and supporting items and documents that should be included. Sophie Campbell, Director, Clinical Advisory Services, Baker Tilly

General Session

17-C. Housing as a Platform: Strategies for Success

featuring James E. Orlikoff N

• Summarize the stages of the senior housing development process, including pre-development, closing on financing, construction, and compliance.

Click here for more information.

• Articulate the importance of providing supportive social services around the changing needs of each property’s residents while ensuring compliance and quality assurance throughout the lifespan of the development.


HOME/REGISTER • Describe the financing options currently available for affordable senior housing developments; what to look for in a property management company; and the role of the owner throughout operations. Heather Huot, Manager of Housing Social Services and Operations, and Sara Popkin, Director of Housing Social Services, Catholic Health Care Services; and Suzanne O’Grady Laurito, Senior Project Developer, Office for Community Development of Catholic Human Services

24-C. Live Life Vibrantly: How to Create a Culture of Hospitality • Compare hospitality-based senior living models and the expectations of the next generation of seniors.

• Describe the key new statutory, regulatory, and case law provisions affecting continuing care retirement communities, personal care/assisted living and nursing facility operations, including proposed changes to the Requirements of Participation. • Characterize how to structure operations and provider relationships consistent with recent changes in law. Kimber L. Latsha, Managing Shareholder, and David C. Marshall, Attorney/Shareholder, Latsha Davis & McKenna, PC

44-C. Repositioning Outdated Apartments to Meet Current Market Trends

• Summarize four design trends that encompass new models of housing, care and services intended to create a new culture of hospitality.

• Examine the architecture and planning aspects of senior living building re-design for a new market, including materials selection and process and establishing an easily repeatable process and package.

• Apply new ways of thinking in terms of programs, housing and care environments that encompass the mind-body-spirit approach to senior living.

• Explore the key marketing and sales components necessary to reposition outdated senior living apartments for occupancy.

Steve Lindsey, Chief Executive Officer, Garden Spot Village; Kim Daly Nobbs, Chief Marketing Officer, Willow Valley Living; and Eric McRoberts, Partner, RLPS Architects

30-C. Increasing Safety through Staffing and Scheduling N • Explain problems with agency services staffing and scheduling programs that can lead to potentially dangerous conditions including gaps in scheduling, poor morale, diminished job satisfaction, high turnover, and low team cohesion. • Evaluate the concept of “responsive staffing” to meet predictable and unpredictable needs, shift by shift. • Examine responsive staffing and scheduling program design and practices to increase effectiveness, manage risk, improve quality, and increase resident safety. Victor Rose, PSRQ-Aging Services Operations Manager, and Jean Harpel, Senior Risk Management Analyst and Consultant, ECRI Institute

37-C. 2017 Long-Term Care Provider Legal Update N

• Outline complex logistical and community considerations when repositioning senior living apartments. Jonathan Grant, Vice President, Operations, Mid-Atlantic Region, and Lori Woodward, Senior Vice President, Sales and Marketing, ACTS Retirement-Life Communities, Inc.; and Jeremy Philo, Principal, Kramer+Marks Architects

51-C. Ten Things Every Board and CEO Should Do to Prepare for Executive Transitions – and a Few Things NOT to Do! T • Recognize the need for a proactive approach to executive transitions within the senior services field. • Evaluate instances where an executive search firm should be engaged in the transition process and the various types of executive searches from which an organization can choose. • Demonstrate how to update executive position descriptions and compensation packages in order to attract top talent. Tim Ficker, Managing Director, MHS Consulting

• Identify current areas of potential compliance risks in the post-acute healthcare environment, as identified by federal and state governmental agencies, in order to adequately prepare for enforcement efforts.

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


EDUCATION PROGRAM 2:30 - 4:00 p.m.

Education Sessions (D) 4-D. Culture Change is Not for the Faint of Heart N • Describe how a commitment to person-centered care improves business and clinical outcomes. • Identify strategies for gaining organizational leadership commitment and starting on the journey to person-centered care and culture change. • Demonstrate how to sustain organizational culture change when confronted with barriers. Laura Roy, Executive Director, and Elizabeth Garrett, Associate Director/ NHA, Lutheran SeniorLife Passavant Community; and Gary Gibson, Director of Pastoral Care, Presbyterian SeniorCare

11-D. Negotiating Rates and Contracts with Managed Care Organizations • Describe alternative methods to determine per diem costs on which to base negotiated rates with managed care organizations.

• List the milestones and touch-points the customer will experience from prospect to resident in a retirement community setting. • Study the senior living resident move-in-process from beginning to the one-year anniversary. Jonathan Grant, Vice President, Operations, Mid-Atlantic Region, and Jeremy Neely, Vice President, Operations - Northeast Region, ACTS Retirement-Life Communities, Inc.

31-D. Are We Listening to Our Acute Care Partners? N • Examine recent significant changes in healthcare delivery in the acute care setting and its impact on post-acute care providers. • Explore the significance of the expectations of payors and referral partners on the operating environment of post-acute care providers. • Explore strategies for innovative and necessary adjustments to post-acute care delivery. Denise McQuown-Hatter, President/CEO, Affinity Health Services, Inc.; and Eric T. Lawlor, Executive Vice President, Ohio Valley Hospital

• Recognize appropriate presentation of cost reporting data to maximize negotiated rates.

38-D. Public Policy & Advocacy Update NT

• Indicate how to include other payment sources in negotiated rates.

• Review pending state legislation, regulations, and policies affecting senior services in Pennsylvania, including the Pennsylvania state budget.

Timothy Ziegler, Reimbursement Analyst, Capozzi Adler, P.C.

18-D. Inspire, Iterate, and Innovate: Creating an Innovation Flywheel in Any Organization NT • Articulate the critical need for innovation through a provocative discussion of largely unnoticed trends that are rapidly reshaping the field of senior living. • Describe the five skill sets that will enable anyone or any organization to become a successful innovator. • Outline the necessary components to create an innovation flywheel within your organization. Scott Townsley, Associate Professor, UMBC Aging/The Erickson School

25-D. Prospect to 365: Creating a Journey from Prospect to Resident • Detail the best practice of building a senior living prospect’s new home, including the new methodology of the unit selection process.

• Summarize key components of Community HealthChoices and their impact on LeadingAge PA member organizations. • Discuss LeadingAge PA’s advocacy efforts on behalf of nonprofit senior service providers in Pennsylvania. Anne Henry, Senior Vice President & Chief Government Affairs Officer, LeadingAge PA

45-D. How Innovative SMARThome Technology and Design Helps Seniors Maintain Independence and Age in Place • Interpret how to utilize SMARThome technology to enhance connectivity for social, physical, medical, and safety aspects to more removed cottage and apartment residents and home care customers. • Relate the implications of sustainable and aging-in-place SMARThome design that can complement the SMARThome technology.


HOME/REGISTER • Compare the pros and cons of SMARThome elements and determine the most productive and cost effective mix for each circumstance and resident. Conlan Swope, Operations Manager, Warfel Construction Company; Patrick Sampsell, Chief Environmental and Facilities Officer, Masonic Villages; Daniel Godfrey, Jr., Associate, RLPS Architects; and Travis Alderson, Principal in Charge, Alderson Engineering

52-D. Move to the Orange Zone: Leveraging Employee Engagement to Foster Strategic Growth and Success • Differentiate the benefit of measuring employee engagement versus satisfaction and the key drivers that contribute to overall employee engagement. • Review assessment framework and engagement categories and their impact on an organization’s initiatives and success. • Compare best practices of how other life plan communities have crafted initiatives resulting in a culture of engagement, commitment and pride. Connie Wolfe, Executive Vice President, Holleran Consulting

4:15 - 5:15 p.m.

General Session featuring Scott Belsky N Click here for more information.

FRIDAY, JUNE 23 7:15 - 8:15 a.m.

Film on Aging Snow Day: Life, Death and Skiing • Explain how positive social supports contribute to the psychological and physical wellness of elderly individuals. • Summarize the importance of group socialization in reducing stress, increasing physical health, and defeating psychological problems such as depression and anxiety. • Articulate the role that exercise and physical activity play in improving quality of life and mitigating the challenges associated with advancement in age.

8:30 - 10:00 a.m.

Education Sessions (E) 5-E. The Potential of Mental Health Services to Facilitate Transformation in Long-Term Care N • Identify the complex challenges in long-term care related to resident behavioral expressions, staff stress and care grounded in a medical model. • Characterize the ways in which interdisciplinary collaboration facilitated by mental health professionals can create “grassroots” culture change and foster person-centered care. • Assess the ways in which full collaboration with mental health providers can support direct care staff and improve resident outcomes. Kelly O’Shea Carney, Executive Director, Center for Excellence in Dementia Care, Phoebe Ministries

12-E. The Bundled Payment Puzzle: How Does Post-Acute Care Fit? N • Outline existing/proposed Centers for Medicare & Medicaid Services bundled payment models and program mechanics. • Explain bundled payments from the perspective of acute care providers. • Outline strategies and desired outcomes necessary to achieve success with bundled payments. James Hunt, Chairman, Executive Committee, Partner, Coordinator of Health Care Services, and Kristopher S. Pattison, Consultant, Clinical Consulting Services, Arnett Carbis Toothman, LLP

19-E. Mission and Money: Using Financial Information to Advocate Mission • Explore the use of new and existing financial tools to communicate your organization’s mission to internal and external stakeholders. • Recognize the important role of financial reports, dashboards, and scorecards in helping to align programs, operations, and staff towards a common goal. • Evaluate the use of financial information as a means to achieve results, track impact, manage an active and informed governance structure, and secure resources to plan for the future. Cathy Schweiger, Director, and Jeff Dielman, Director, CliftonLarsonAllen

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


EDUCATION PROGRAM 26-E. Branding: Key to Your Leadership Legacy • Study the connections between mission and organizational culture with the value of a strong brand. • Evaluate recent brand development and brand refresh projects that positively impacted mission, culture and brand awareness. • Recognize common mistakes made in branding and rebranding efforts that negatively impact mission and culture, while confusing the marketplace. Wayne Langley, President, Varsity; Laura Roy, Executive Director, Lutheran SeniorLife Passavant Community; and Russell Mast, Executive Director, Rydal Park, Presby’s Inspired Life

32-E. Healthcare HIPAA and Cybersecurity Update • Articulate the meaning of the term “cybersecurity” and why cybersecurity events and breaches are on the rise. • Detail cybersecurity trends, real risks, and recent breaches.

• Provide examples and case studies of senior living design projects that have successfully implemented value-driven strategies. Scott Fitzgerald, Senior Associate, Perkins Eastman; and Travis Alderson, Principal in Charge, Alderson Engineering

53-E. Empowering Employee Engagement: Two Case Studies N • Summarize the three most important skill sets of leaders of selfdirected work teams. • Cite the necessary steps to create self-directed work teams and the advantage of having fully engaged employees. • Outline techniques to help employees feel respected, appreciated and engaged. Joe Caracci, CEO, Monarch Risk Management; Chris Wright, COO, St. Paul’s Homes; and Philip Burkholder, Executive Director, United Zion Retirement Community

• Review cybersecurity program considerations and guidance, as well as HIPAA developments.

10:30 a.m. - 12:00 p.m.

Jeff Krull, Partner, Baker Tilly

6-F. Slips, Trips, and Broken Hips: Safety in Dementia Care N

39-E. New and Diverse Partnerships Past the Hospital Doors • Assess the value and importance of accountable care organizations (ACOs) and clinically integrated networks (CINs) in a post-acute care world and their view of skilled nursing facilities (SNFs) as the “new partner” in primary care. • Articulate the importance of big data and data analytics in shaping ACOs perception of SNFs. • Evaluate the importance of collaborating with ambulatory care coordinators in post-acute care transitions to break down care silos. Ann Marks, RN, BSN, CC

46-E. In Search of Sustainability: Using Value-Driven Building Design Strategies to Ensure Long-Term Success T

Education Sessions (F)

• Describe person-centered safety assessments for individuals with dementia living in facilities and in the community. • Discuss the importance of maintaining independence and selfdetermination while balancing health and safety concerns for patients with dementia. • Outline interventions and suggestions for improving safety of individuals with dementia, including low-cost options, emerging technology, and “tried and true” preventative measures in dementia care. Mary Austin, Vice President Health Services, NewCourtland Senior Services

13-F. Senior Living Financial Valuation & Applications: Foundations for Organizational Growth and Evolution

• Discuss why value(s)-driven building design strategies are compatible with the culture and mindset of Pennsylvania seniors and senior care providers.

• Recognize the fundamentals of financial valuation analysis within the senior living environment, including income approach and discounted cash flow analysis, as well as financing capacity, and how they are applied in various financing and strategic transactions.

• Review the process for identifying, evaluating, developing and implementing value(s)-driven building design strategies.

• Discuss factors impacting valuation and financing capacity, using illustrations from successfully completed transactions.


HOME/REGISTER • Produce strategies for enhancing valuation and capacity, both during the financing/business transaction, as well as on a prospective basis, to enable organizations to capitalize on future growth opportunities. James Bodine, Executive Vice President, HJ Sims

20-F. What to Build? The Anatomy of a FutureOriented Expansion T • Characterize the role that consumer research and a competitive pricing analysis - in addition to a traditional market study - can play in master planning for a life plan community. • Examine the value of weighing the long-term versus the shortterm benefits of a community expansion choice. • Determine how to test for the right market with the right depth and the need for the right product when considering a building expansion project. Paul Nordeman, President & CEO, Meadowood Senior Living; Rob Love, President & CEO, Love & Company; Michael Martin, Partner, RLPS Architects; and Michael Kivov; Founder/Partner; SK Advisors, LLC

27-F. New Insights for the New World of Digital Marketing • Outline actionable insights to target mature, online audiences via websites and social media marketing. • Explain how websites, online tools and social media influence senior housing decisions. • Identify specific approaches to improve the effectiveness of digital marketing efforts by reflecting and responding to the priorities and behaviors of older adults.

• List critical activities of daily living (ADL) and discharge planning elements that facilities should utilize to ensure safe and successful discharge to the community. Lisa Milliken, Education Director, Select Rehabilitation, Inc.

40-F. Ensuring Compliance and Minimizing False Claims with Your Rehab Partners • Recognize a provider’s contractual responsibility to ensure that it is not engaged in conduct that causes the submission of false claims to Medicare when contracting with a therapy provider. • Explain the importance of establishing a strong and mutually transparent relationship with your therapy provider in minimizing the risk of false claim allegations. • Discuss provider selection and therapy monitoring strategies to ensure compliance with state and federal regulations. Karla Dreisbach, Vice President of Compliance, and Angele Tran, Compliance Specialist, Friends Services for the Aging

47-F. New Strategies for Energy Efficiency in Senior Housing • Discuss the general principles of designing for energy efficient buildings. • Explain how different green building techniques can be applied to senior housing projects. • Articulate the next steps and progression of energy efficient building design in senior living, such as Passive House design. Howard Shergalis, Senior Living Director, and Kevin Dreyfuss-Wells, Senior Project Manager, RDL Architects

Erin Read, Director of Strategic Planning, and Patrick McShane, Vice President, Creating Results, LLC

54-F. LeadingAge PA Compensation and Benefits Survey: 2017 Findings

33-F. New SNF Quality Measures: Strategies to Boost Your Facility’s Performance N

• Review key findings from the 2017 LeadingAge PA Salary and Benefits Survey, including comparative benchmarks for key staffing positions.

• Summarize practical strategies for enhancing performance, preventing hospital readmissions and emergency room visits, and preparing for the new skilled nursing facility (SNF) quality measures. • Detail the measure specifications for the new SNF quality measures and identify ways for all staff to safely incorporate mobility programs into daily programming.

• Explain the importance of continual assessment and examination of your organization’s compensation and benefits dollars. • Describe how to properly plan for your organization’s salary, benefits and compensation costs and how they relate to other for-profit providers in your market. Booker Moore, CEO, and Brad Webber, Sales and Marketing Manager, L.R. Webber Associates, Inc.

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


EDUCATION PROGRAM 12:30 - 2:00 p.m.

Education Sessions (G) 7-G. Embracing Person-Centered Care While Addressing Regulations and Achieving a Five-Star Quality Rating N • List opportunities to enhance Centers for Medicare & Medicaid Services Five-Star Quality Ratings through improved quality measures and health inspections as outcomes of personcentered care. • Manage how to comply with federal regulations for compliance while implementing effective person-centered care programs. • Investigate primary and basic components of an effective person-centered care program. Sophie Campbell, Director, Clinical Advisory Services, Baker Tilly; Ginny Johnson, NHA, Mennonite Home Communities; Carolyn Tenaglia, Regional Ombudsman Specialist, Office of the State Long-Term Care Ombudsman, PA Dept. of Aging; Ken Beiler, NHA, Wesley Enhanced Living at Stapeley; and Brad Norris, Director of Therapeutic Recreation, Homewood at Martinsburg

14-G. HCBS Mergers and Acquisitions: Due Diligence and Planning T • Explain the importance of the due diligence process. • Review best practices in conducting due diligence procedures. • Articulate the success and failures from due diligence transactions. Stephanie Kessler, Partner, and Jamie Spencer, Manager, RKL, LLC

21-G. LeadingAge PA Data & Resources: Getting the Most Out of Your Membership NT • Describe new and existing resources and tools available to help your organization communicate its value in the market. • Explore how to use data to define your organization’s strategic plans and to build relationships with managed care organizations, hospitals and other potential partners. • Explain how to access and interpret your organization’s market and quality data to develop the necessary metrics to compete in today’s managed care environment. Alicia Titus, Senior VP, Education & Research, Brandie Karpew, Manager, Policy Analytics, and Marianne Lake, Manager, Market Research, LeadingAge PA; and Susan Chenail, Senior Quality Improvement Analyst, EQUIP for Quality, LeadingAge NY

34-G. Laying a Foundation for Success: Developing a Plan to Meet CMS’ New Quality of Care Regulations N • Recognize major changes in the Centers for Medicare & Medicaid Services’ (CMS) Quality of Care regulations to include new requirements and amendments to existing requirements. • Develop an implementation plan to assist with adapting to major changes in CMS’ Quality of Care regulations. • Predict likely implementation timelines and budgetary impacts of CMS’ Quality of Care regulations. Christopher S. Lucas, Attorney, Law Offices of Christopher S. Lucas and Associates, LLC; and Candace M. McMullen, Chief Operating Officer, Homewood Retirement Centers of the UCC, Inc.

41-G. Follow Us on #SocialMedia: Risk, Privacy, and Compliance • Identify key elements of an aging services social media plan. • Discuss social media risks faced by aging services organizations. • Identify risk reduction strategies that can be employed to avoid potential violations of using social media in the long-term care setting. Paul A. Anderson, Director, Risk Management Publications, and Mary S. Rodger, Senior Risk Management Analyst and Consultant, ECRI Institute

48-G. Exploring a New Model for Intergenerational Living • Explore how intergenerational living can serve as a vibrant alternative to the traditional senior living environment. • Identify factors that lead to a successful intergenerational community. • Show how to incorporate elements that make any senior living community more desirable to the next generation of seniors. Douglas C. Hertsenberg, Principal, and Michael S. McCloskey, Associate Principal, Bernardon; and Cheri Clarke Doyle, Senior Vice President, Development Management, Trammell Crow


CONTINUING EDUCATION CREDITS

HOME/REGISTER

ACCREDITATION STATEMENT In support of improving patient care, AXIS Medical Education is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team. Education Sessions

General Sessions

Pre-Conference Workshop

1.5 hours (A, B, C, D, E, F and G sessions)

1.25 hours (Opening and Thursday morning general sessions)

2.75 hours (55-P)

Films on Aging

1.0 hour (Wednesday afternoon and Closing general sessions)

CE credits can only be obtained for one session per time frame.

1.25 hours (Wednesday) 1.0 hour (Thursday & Friday)

Please Note

Activity Professionals

Nursing Home Administrators

This program has been submitted to The National Certification Council for Activity Professionals (NCCAP) for review. The final list of approved sessions will be available at the conference.

This program has been submitted (but not yet approved) for Continuing Education for 21.0 total clock hours from NAB/ NCERS. Participants must pre-register and be scanned in at beginning of each session to receive a certificate.

Accounting Professionals Earn up to 21.0 CPE credits in the Specialized Knowledge and Personal Development Fields of Study. AXIS Medical Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of Sponsors through its website: www.nasbaregistry.org. Field of Study: 12.5 Specialized Knowledge Field of Study: 8.5 Personal Development Delivery Method: Group-Live Prerequisite: P rior knowledge in the area of non-profit long-term care/healthcare Program Level: Intermediate Advanced Preparation: None

Credit Designation for Nursing AXIS Medical Education designates this continuing nursing education activity for 17.75 contact hours.

Learners are advised that accredited status does not imply endorsement by the provider or ANCC of any commercial products displayed in conjunction with an activity.

Personal Care Home Administrators LeadingAge PA is a certified sponsor under NAB and therefore able to provide continuing education credits for PA personal care home administrators. According to the revised 2011 DHS (formerly DPW) Regulatory Compliance Guide for personal care home administrators, DHS will accept courses offered through the National Continuing Education Review Service of the National Association of Long Term Care Administrator Boards. A copy of all sessions with related Domains of Practice will be available in the Continuing Education Office. Be sure to pick up a copy and keep with your 2017 LeadingAge PA Certificate of Attendance.

Social Workers This activity is pending approval from the National Association of Social Workers. The final list of approved sessions will be available at the conference.

Human Resources Professionals This program has been submitted to the HR Certification Institute for review. The final list of approved sessions will be available at the conference. CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


CONTINUING EDUCATION CREDITS AXIS CONTACT INFORMATION

Anne Henry

Kathryn Spare

For information about the accreditation of this program please contact AXIS at 954-281-7524 or info@axismeded.org.

Lisa Hoffman

Donna Thompson

Janette Kessel

Alicia Titus

Anastasia Lawrence

Ronald Viggiani

DISCLOSURE OF CONFLICTS OF INTEREST AXIS Medical Education requires instructors, planners, managers, and other individuals and their spouse/life partner who are in a position to control the content of this activity to disclose any real or apparent conflict of interest they may have as related to the content of this activity. All identified conflicts of interest are thoroughly vetted by AXIS for fair balance, scientific objectivity of studies mentioned in the materials or used as the basis for content, and appropriateness of patient care recommendations. Members of the LeadingAge PA Annual Conference Task Force listed below have no financial relationships to disclose. To view a detailed list of financial relationships, or lack thereof, that faculty or their spouse/life partner may have with commercial interests related to the content of this educational activity, please visit www.leadingagepaconference.org prior to the event. A printed list of disclosures will be available to attendees at the onsite Continuing Education Office. Susan Arcadia

Brian Levesque

Heather Barnhart

Becky Lockner

Robert Bertolette

Vicki Loucks

LaDonna Burns

Lindsey Marchant

Sophie Campbell

Beth McMaster

Beth Cwiklinski

Matthew Miller

Kathleen Goff

Samantha Roos-Meiser

Beth Greenberg

Dee Morgillo

Larry Guengerich

Patrick Mullen

Elmer Heiland

Randy Sheaffer

Faculty (or their spouse/life partner) have declared no financial relationships with commercial interests related to the content of this educational activity.

AMERICANS WITH DISABILITIES ACT In compliance with the Americans with Disabilities Act, we will make every reasonable effort to accommodate your request. For any special requests, please contact Heather Barnhart at 717-790-3966 or hbarnhart@leadingagepa.org before the meeting dates.

DISCLAIMER Participants have an implied responsibility to use the newly acquired information to enhance patient outcomes and their own professional development. The information presented in this activity is not meant to serve as a guideline for patient management. Any procedures, medications, or other courses of diagnosis or treatment discussed in this activity should not be used by clinicians without evaluation of patient conditions and possible contraindications on dangers in use, review of any applicable manufacturer’s product information, and comparison with recommendations of other authorities.

DISCLOSURE OF UNLABELED USE This educational activity may contain discussion of published and/ or investigational uses of agents that are not indicated by the FDA. The planners of this activity do not recommend the use of any agent outside of the labeled indications. The opinions expressed in the educational activity are those of the faculty and do not necessarily represent the views of the planners. Please refer to the official prescribing information for each product for discussion of approved indications, contraindications, and warnings.


CE ATTENDANCE POLICY

HOME/REGISTER

To ensure attendees are exposed to the entire content of the session and benefit from the established learning objectives, CE credits cannot be granted to attendees who arrive more than a few minutes late or leave prior to the conclusion of the session. In order to accurately verify attendance for the entire duration of a session, attendees must document their arrival and departure from each session. Attendees are responsible for recording their attendance by using the CE readers in each session room.

SCAN IN – SCAN OUT “Scan” your name badge in front of the CE reader to record the time you arrive to/leave a session.

REQUIREMENTS FOR CREDIT • Attend/participate in the educational activity and review all course materials. • Complete the CE Attestation/Declaration form online by 11:59 pm ET August 23, 2017. Instructions for accessing the online evaluation/CE attestation/declaration portal will be provided to participants via e-mail within one week of the final day of the conference. If you do not enter the online portal by the above date, you will not be able to retrieve your CE certificate/general certificate of participation. • Upon successful completion of the online form, your CE certificate/general certificate of participation will be presented to you to print.

HOTEL INFORMATION Hershey® Lodge West Chocolate Avenue & University Drive • Hershey, PA 17033 Tel: 717-533-3311 (main) • 855-729-3108 (reservations) The Hershey® Lodge is the official site for the 2017 LeadingAge PA Annual Conference. The hotel offers a full complement of amenities, including three restaurants, a spa, a golf course and a full-service business center. The rural Pennsylvania Dutch heritage of the area is reflected in the high post and beam ceilings, exposed stonework and comfortable furniture. A massive fieldstone fireplace forms the centerpiece of the spacious lobby—a memorable place to meet, gather and relax.

MAKE YOUR HOTEL RESERVATION To make hotel reservations, use the online booking link https://aws.passkey.com/go/LeadingAgePA2017 today. You may also contact the Hershey® Lodge Reservations Office at 855-729-3108 and request a room under the LeadingAge PA block. Make your reservations by May 18 to receive the special LeadingAge PA group rate of $215 plus applicable taxes (single or double guest room). After this date, reservations will be accepted on a space and price available basis. Check-in time is 4 p.m., and check-out time is 11 a.m.

DEPOSIT One night’s deposit including tax is required for each room reservation. A credit card has to be used for this purpose.

HOTEL CHANGES OR CANCELLATIONS To make changes to your reservations, please call the hotel directly. To avoid cancellation charges, cancel no later than seven days prior to your arrival date; otherwise a one-night charge plus tax will apply.

RESERVE CONSERVATIVELY LeadingAge PA continuously strives to use your member dollars wisely. This effort continues at our Annual Conference. In order to ensure that members have enough hotel rooms at Hershey® Lodge, LeadingAge PA guarantees those rooms to the hotel. Rooms booked by attendees and then cancelled within days of the conference become the financial responsibility of LeadingAge PA and cause other members to stay in overflow hotels. LeadingAge PA is asking all conference attendees and exhibitors to please do the following: • Reserve conservatively, only reserving rooms for those who are confirmed to attend the conference.* • Please cancel at least 7 days ahead of your scheduled arrival date, giving us time to sell the room to another attendee. *An individual name will be required for every reservation. Room blocks will not be permitted under one name or one organization.

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


REGISTRATION INFORMATION REGISTER ONLINE Register online at www.LeadingAgePAconference.org using a credit card (VISA, MasterCard or American Express are accepted). Those wishing to pay by check will be invoiced. Please submit a copy of the invoice with check payment.

ON-SITE REGISTRATION HOURS (CHOCOLATE LOBBY) Tuesday, June 20

8:00 a.m. – 5:00 p.m.

Wednesday, June 21

7:00 a.m. – 5:00 p.m.

Thursday, June 22

7:00 a.m. – 5:00 p.m.

Friday, June 23

7:00 a.m. – 12:00 p.m.

REGISTRATION CONFIRMATION Your registration will be confirmed by e-mail. If you have registration questions, please e-mail LeadingAgePA@Showcare.com or call 514-798-1936. Please check your junk and/or spam folder for your confirmation prior to contacting the LeadingAge PA Registrar.

BADGES AND TICKETS Register early and save time! Attendees who register by May 5 will have their conference badges and tickets mailed to them. After May 5, badges can be picked up at on-site registration.

REGISTRATION PAYMENT Credit card and check payments are accepted for online registrations. You may pay by American Express, MasterCard, or VISA. Those wishing to pay by check will be invoiced. Please submit a copy of the invoice with check payment.

REGISTRATION CHANGES To make changes to an existing registration, please use the personalized link sent in your confirmation e-mail. You may also make corrections directly on your confirmation and e-mail it to LeadingAgePA@Showcare.com or fax it to 514-289-9844.

SUBSTITUTION POLICY If you register and then are unable to attend, you may send someone in your place at no additional charge. Substitutions must be submitted in writing by May 5. After this date, all substitutions will be processed at on-site registration. An e-mail must originate from the original attendee and/or company with a scanned

copy of the attendee’s conference badge in order to process a substitution. Please e-mail written notice authorizing the substitution to LeadingAgePA@Showcare.com. Please include the substituting individual’s full name, title, organization, mailing address and e-mail.

SPLIT/SHARE REGISTRATION POLICY Splitting or sharing a registration is not permitted for either a DAILY or FULL registration category. A DAILY registration must be used by the same person for each day or days that a person is registered. A FULL registration category is to be used by the same person for the entire conference, even if the person is able to attend only part of the program or conference. The DAILY categories were created for the organizations that would like to send different people on different days.

REGISTRATION CANCELLATION POLICY Cancellations received by:

Refund due:

On or before May 5 Full refund less $90 processing fee May 6 – June 9

50% refund of total file

On or after June 10

No refund

We cannot accept cancellations by phone. Please e-mail LeadingAgePA@Showcare.com to cancel your registration. Your cancellation will be acknowledged by e-mail. If you do not receive an acknowledgement within two weeks of sending in your cancellation, please e-mail LeadingAgePA@Showcare.com to verify receipt. Registration fees and any duplicate charges to your credit card will be refunded upon approval of your refund. Credit card refunds will be processed 4 to 6 weeks after the initial request. All check refunds will be processed 4 to 6 weeks after the meeting. No refunds will be issued for requests sent more than 6 weeks after the conference. LeadingAge PA is financially responsible for the expenses of those attendees who cancel without adequate notice. Our refund policy realistically reflects these additional expenses to the association.


HOME/REGISTER REGISTRATION CATEGORIES FULL PARTICIPANT (WEDNESDAY – FRIDAY)

PRE-CONFERENCE WORKSHOP

• Education Program (Wed. – Fri.)

• 55.P. Pre-Conference Workshop (Tues.)

• General Sessions (Wed. – Thurs.)

STUDENT/RETIRED ADMINISTRATOR

• Exposition (Wed. – Thurs.)

• All activities listed under the Full Participant category

• Continental Breakfast and Lunch (Wed. – Fri.)

• Ticket to CONNECT! Networking Reception is not included but can be purchased separately.

• CONNECT! Networking Reception (Wed.)

MULTIPLE FULL PARTICIPANTS (LEADINGAGE PA MEMBERS ONLY)

• No CE credits are available for this category.

Register four or more people from the same organization (including a parent organization) and save $50 per person off a Full Participant registration category. All participants must register at the same time to receive this discount. • All activities listed under the Full Participant category

DAILY PARTICIPANT (WEDNESDAY, THURSDAY AND/OR FRIDAY) • Education Program (applicable to the day registered) • General Sessions (if applicable to the day registered) • Exposition (if applicable to the day registered) • Continental Breakfast and Lunch (applicable to the day registered) • Ticket to CONNECT! Networking Reception is not included but can be purchased separately.

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017


REGISTRATION FEES CATEGORY

MEMBER FEES

NON-MEMBER FEES

Early Registration Fee (May 5)

Late Registration Fee (after May 5)

Tuesday, June 20 55-P. Pre-Conference Workshop

$99

$99

$199

Full Participant (Wed. – Fri.)

$429

$499

$679

$379

$449

N/A

Wednesday, June 21

$229

$279

$339

Thursday, June 22

$229

$279

$339

Friday, June 23

$219

$269

$329

$149

$149

$149

Pre-Conference Workshop

Multiple Full Participant (4 or more from the same organization - including a parent organization – save $50 per person off a Full Participant category registration) All participants must register at the same time Daily Participant*

Student/Retired Administrator* (Full Participant) Does not include continuing education credits.

*Special events tickets are not included in this registration category.

SPECIAL EVENTS Golf Tournament Tuesday, June 20 $125 (per person)/$500 (for foursome)

CONNECT! Networking Reception Wednesday, June 21 $40 (per person) (1 ticket included with all Full Participant categories)


NETWORKING RECEPTION WEDNESDAY, JUNE 21 5:15 – 6:15 p.m. Please indicate your intent to attend by marking the “CONNECT! Networking Reception” box when you register online. One ticket is included with all Full Participant categories. An additional fee of $40 is required for other registration categories.

Please join us! We invite you to attend our elegant networking reception and take advantage of the opportunity to: • Connect with colleagues, business partners, exhibitors, and friends • Enjoy wine, cheese, hors d’oeuvres and desserts • Make new contacts and build your network We look forward to seeing you!

GOLF TOURNAMENT • TUESDAY, JUNE 20 This year’s Golf Tournament will be held at the Hershey Country Club East Course. This par-71 East Course is a golf enthusiast’s dream, featuring raised greens, three man-made lakes, and more than 100 bunkers. The East Course stretches 7,061 yards and has a rating of 74.5 with a 136 slope. The course has hosted several PGA Tournaments, including the National Tour Reese’s Cup Classic. Registration and lunch for this year’s tournament will begin at 12:30 p.m., followed by a shotgun start at 1:00 p.m. The cost is $125 per participant and includes an enhanced bag drop, use of range and balls, full use of the Hershey Club House, greens fee, cart, lunch and refreshments, and a small awards reception. Golf clubs are available for a rental fee. Arrangements must be made directly with the Pro Shop.

This year’s event is a fundraiser to benefit the LeadingAge PA Scholarship Program! Prizes

Golf Cancellations

Tournament prizes will be awarded for various flights, as well as longest drive, closest to pin, by gender and more! The first person who scores a hole-in-one on the specially designated par-three hole will win $10,000. Other hole-inone winners will also be awarded prizes.

Any cancellations received prior to June 13 will receive a full refund; substitutions are accepted. On or after June 13, walk-in substitutions will be accepted but no refunds will be allowed. All cancellations must be received in writing; refunds are issued after the conference.

CONNECT l LEADINGAGE PA ANNUAL CONFERENCE & EXPOSITION l JUNE 21-23, 2017

2017 Connect Conference Registration  

LeadingAge PA 2017 Connect Registration Site