Sessions

Sessions

All times are in Eastern Standard Time (EST).
Use the drop-down menu button below to sort sessions and view descriptions. 
To view the list of sessions by time, expand the sections below.

  • Sunday, October 24, 2021

    3:00 p.m. - 4:00 p.m. (A)

    1-A. Accelerating Technology Innovation after COVID
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    1-A. Accelerating Technology Innovation after COVID

    COVID-19 accelerated the adoption of technology designed to help aging services providers navigate the pandemic. The high rate of technology adoption, spending, and innovation will continue after the pandemic, but we’ll see a shift to advanced technologies designed to address our greatest needs while maximizing current solutions. A multisite aging services organization and a hospice provider will join leading experts to explore research on technology adoption and spending and to provide insights into the potential role telehealth, artificial intelligence, resident engagement solutions, and workforce technologies can play in transforming future models of care and ways of doing business.

    Speakers:

    • Kent Anderson, CEO/President, FACHE, Ohio's Hospice
    • Laurence Gumina, CEO, Ohio Living
    • Scott Collins, CEO, Link-age
    • Thomas Meyers, Managing Director, Ziegler
    2-A. Advanced Data Analytics: A Guide for Providers
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    2-A. Advanced Data Analytics: A Guide for Providers

    Leveraging the data in your organization’s electronic health record, financial, telehealth, and assessment systems is critical to helping you gain a comprehensive understanding of what is happening in your organization and your market, and why. Using the right data analytics tools and capabilities, some of which may already be embedded in your existing technology systems, can help provide you with important insights and prevent you from falling behind. This session will help you understand the data analytics field and sift through commercially available solutions. Hear real-life case studies of providers that implemented data analytics in their organizations.

    Speakers:

    • Majd Alwan, SVP of Technology and Business Strategy/Executive Director, CAST, LeadingAge
    • Scott Code, Senior Director, CAST, LeadingAge
    13-A. Reaching the Middle Market: A Step-by-Step Guide
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    13-A. Reaching the Middle Market: A Step-by-Step Guide

    Landis Communities, a traditional life plan community in Lititz, PA, expanded its mission in 2013 to serve middle-income older adults looking for affordable housing options. Representatives from the organization will describe how they set out to create stand-alone communities that would take advantage of existing adjacent amenities and minimize the need to construct traditional common spaces. Follow along as presenters outline the steps involved in evaluating the market for affordable housing, building relationships with local partners and city planners, addressing challenges involved in urban community planning, using building design to reduce costs and maximize efficiencies, and identifying innovative financing solutions.

    Speakers:

    • Beverly Asper, Director, Baker Tilly
    • Dustin Julius, Designer, RLPS Architects
    • Elizabeth Soto, Consultant / Cross-Cultural Trainer, Landis Communities
    • Evon Bergey, Vice President of Community Initiatives, Landis Communities
    • Michel Gibeault, Vice President of Business Development, High Construction Company
    14-A. Poised for Change: Market Trends for 2022 and Beyond
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    14-A. Poised for Change: Market Trends for 2022 and Beyond

    Every two years, global design firm Perkins Eastman conducts a “State of the Industry” survey to pinpoint the latest trends in the senior living field. The survey results include the perspectives of nonprofit providers about the pandemic, potential future disruptors, senior living models, consumer preferences, and growth projections. This session will focus on key survey takeaways, which portray a field poised for major change in response to the pandemic, the new federal administration, cultural shifts, and changing consumer behavior. Panelists with backgrounds in architecture, gerontology, development consulting, finance, and life plan community management will bring varied perspectives to the discussion.

    Speakers:

    • Alexis Denton, Architect, Perkins Eastman
    • Ben Gilchrist, President & CEO, Southminster
    • Francesco Rockwood, Co-Founder, Rockwood Pacific
    • Joseph Hassel, Principal, Perkins Eastman
    23-A. Exploring Ageism and Intersecting Identities
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    23-A. Exploring Ageism and Intersecting Identities

    Every person lives with multiple, intersecting identities, including gender identity and expression, race, ethnicity, age, or physical condition. This session will consider how prejudices related to these intersecting identities might impact the lived experience of elders, staff, and family members of elder-serving organizations. Explore how actions like segregating residents by age and ability, banning walkers from dining rooms, or marketing to younger elders could contribute to prejudice and stigma in senior living. Consider how stigma manifests itself for residents who live with dementia, identify as LGBTQ+, or have other intersecting identities. Explore ways providers and individuals can disrupt ageism.

    Speakers:

    • Jill Vitale-Aussem, President and CEO, Christian Living Communities
    • Mia Mullen, Associate Director, Strategic Initiatives, LeadingAge
    • Tracey Gendron, Associate Professor, Gerontology, Virginia Commonwealth University, Department of Gerontology
    33-A. Cultivating Board Innovation and Strategic Thinking
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    33-A. Cultivating Board Innovation and Strategic Thinking

    Nonprofit senior living management teams expect their boards to be forward-thinking, strategic, and innovative, while instilling these same attributes throughout the organizations they serve. This session will feature tools that boards can use to remain focused on their organization’s mission, respond to unexpected changes, and carry out strategic planning. A provider of aging services and board chair, and representatives of two professional services firms, will define board member responsibilities, outline ways to foster innovation and strategic thinking at the board level, and present strategies to help boards remain effective while adapting to change and disruption.

    Speakers:

    • James Bodine, Executive Vice President, HJ Sims
    • Jennifer Schwalm, Partner, Baker Tilly
    • Len Weiser, President/CEO, White Horse Village
    • Shirley Weaver, Board Director, White Horse Village
    34-A. Leadership Transition: An Opportunity for Stability
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    34-A. Leadership Transition: An Opportunity for Stability

    Leadership transitions offer opportunities for an organization to review, revise, and rethink its mission, vision, and strategy. A holistic succession planning process—one that looks beyond the CEO to the board and senior leadership team—can help ensure organizational stability and build a pathway to continued sustainability. This session will focus on the opportunities that succession planning provides for organizational growth and development. Participants will be introduced to key steps in the succession process, including preparing, planning, executing, and onboarding. In addition, participants will review what boards get right when it comes to succession planning, and what practices need to change.

    Speakers:

    • Kathryn Glover, Founder, Open Gate Solutions
    45-A. Continuing Care at Home: A Catalyst for Change
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    45-A. Continuing Care at Home: A Catalyst for Change

    The Continuing Care at Home (CCaH) model isn’t new, but CCaH programs are poised to help senior living organizations become catalysts for change after the COVID-19 pandemic. Two CCaH program leaders will explore how CCaH programs can address consumers’ post-pandemic desire to age in community, why CCaH programs haven’t grown as quickly as anticipated, and the benefits and challenges associated with starting a new program. Presenters will address the need to educate governing boards about how CCaH programs can help an organization advance its mission, expand its revenue base, and create a bridge to existing campus-based services and programs.

    Speakers:

    • Amanda Young, Director, Lutheran Homes of South Carolina, Inc.
    • Lisa Hoffman, Executive Director, Phoebe Allentown
    • Rob Love, President & CEO, Love & Company, Inc.
    46-A. Create a Plan for Your Planned Giving Program
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    46-A. Create a Plan for Your Planned Giving Program

    Join this fun, informative, and interactive session to learn all you need to know about starting or improving your organization’s planned giving program. Delve into how United Church Homes and Services in Newton, SC, engaged a diverse team and followed a strategic process to gain 146 new legacy donors in nine years with only two full-time development team members. Get help as you create your own plan to identify and connect with legacy prospects, tell the story of why your work is worthy of a legacy gift, and engage your donors after legacy gifts are secured.

    Speakers:

    • Brad Thie, Director of Thriving Rural Communities, Duke Divinity School
    • Lee Syria, President and CEO, United Church Homes and Services
    • Nancy Beard, Foundation President, United Church Homes and Services
    60-A. Reaching Older Renters: Digital Marketing Demystified
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    60-A. Reaching Older Renters: Digital Marketing Demystified

    Confused about how to reach older renters through the constantly evolving landscape of digital marketing? This session brings together three experts who can help you understand the latest trends in digital marketing and find the best communication channels for reaching older adults. Listen as a property management executive, a Google partner manager, and an expert in digital marketing share their knowledge and answer your questions about what it takes to make a sustained impact on the diverse older adult audience. Walk away with a game plan for implementing a successful digital marketing strategy.

    Speakers:

    • Erika Gjovik, Vice President, Senior Housing Asset Management, Healthpeak Properties, Inc.
    • Kristen Fox, Strategic Partner Manager, Google Consumer Solutions, Google, Inc.
    • Tauni Manasse, Vice President, LeaseLabs, a RealPage Company
    61-A. How to Incorporate Actuarial Analyses into Marketing Efforts
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    61-A. How to Incorporate Actuarial Analyses into Marketing Efforts

    Life plan communities face challenges when setting contract prices and fees that are both marketable to prospective residents and economically feasible for the community. Community executives and an actuary will offer tips for addressing these challenges by using key actuarial measures—including life expectancies, morbidity rates, and withdrawal rates—to set contract pricing. Discover how to use these measures in your marketing campaigns to convey a sense of security to prospective residents, underscore the fee structure’s fairness, and illustrate the community’s long-term financial viability. Discover how accounting and marketing departments can work together to communicate actuarial measures to prospective residents.

    Speakers:

    • David Shaw, Managing Consultant, A.V. Powell & Associates LLC
    • Eric Mineart, VP Marketing Strategy & Customer Experience, Pacific Retirement Services
    • Josh Blackson, VP of Accounting, Corporate Controller, Pacific Retirement Services
    71-A. Can Good Short-Term Decisions Become Bad Long-Term Decisions?
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    71-A. Can Good Short-Term Decisions Become Bad Long-Term Decisions?

    The average resident will live in a life plan community for 12 years. That means decisions made this year can have repercussions a decade from now. For this reason, life plan community decision-makers must pay close attention to the long-term implications of short-term decisions. Two operational advisers and two life plan community leaders will explore 10 decisions that looked good when they are first implemented but turned out to be mistakes. Presenters will share principles to help boards and team members balance short-term and long-term needs, and will review examples of good decision-making for sales, marketing, pricing, and campus needs.

    Speakers:

    • Christopher Keysor, CEO, Lenbrook Atlanta
    • Dana Anders, Principal, CLA
    • David Williams, Attorney, Butler Snow LLP
    • Mario Mckenzie, Partner, CLA
    72-A. Using Data to Tell Your Story to Prospective Partners
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    72-A. Using Data to Tell Your Story to Prospective Partners

    Providers of care in the home and community can leverage data to make themselves more attractive care partners for health plans, value-based contracting entities, or other providers. A representative of Visiting Nurse Health System (VNHS) in Atlanta, which delivers hospice, home health, and home and community-based services, will explain how her organization worked with a provider of Medicare claims data to help VNHS gain the confidence of referral sources and build trusting relationships with potential partners.

    Speakers:

    • Dorothy Davis, CEO/President, Visiting Nurse Health System, Inc.
    • Ian Juliano, CEO, Trella Health
    87-A. Rebuilding Person-Centered Dementia Care in a Pandemic
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    87-A. Rebuilding Person-Centered Dementia Care in a Pandemic

    People living with dementia, their families, friends, and care partners have been strongly affected by the isolation and disengagement prompted by COVID-19 social distancing restrictions. Those who cannot comprehend the reasoning behind restrictions often experience the most harmful effects. Internationally known dementia care educator Teepa Snow will explore the emotional stress that has occurred during the pandemic and share strategies for resuming humane, person-centered care for all members of our traumatized care system. Participants will discover how to reduce distress and optimize an individual’s sense of safety, acceptance, and inclusion, and how to promote relationship rebuilding and community re-engagement.

    Speakers:

    • Teepa Snow, MS, OTR/L, FAOTA, Positive Approach to Care
    88-A. Emotional Wellbeing—A Systems Approach
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    88-A. Emotional Wellbeing—A Systems Approach

    After more than a year of loss, trauma, and grief, providers of aging services are acknowledging the toll that COVID-19 has taken on team members, elders, and family members. This session will explore sustainable strategies for supporting the emotional well-being of all members of a senior living community. Consider how a holistic approach to wellness and well-being acknowledges the fundamental connection between mind, body, and spirit. Take home strategies for integrating this holistic approach into the life of your community. Explore ways to address workforce retention, social isolation, and satisfaction by positively influencing the emotional well-being of every community member.

    Speakers:

    • Kelly Carney, Board Certified Geropsychologist, Independent Consulting Services
    • Kirsten Jacobs, Sr. Director Shared Learning Initiatives, LeadingAge
    102-A. HUD Physical Inspection Standards after COVID
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    102-A. HUD Physical Inspection Standards after COVID

    The U.S. Department of Housing and Urban Development (HUD) spent four years moving toward new National Standards for the Physical Inspection of Real Estate (NSPIRE). These standards emphasize living units and de-emphasize common areas, grounds, and exteriors. Will HUD continue on this path, or design a new approach that is more consistent with the post-pandemic need for continued social distancing? Get updates on new rules for HUD’s Real Estate Assessment Center (REAC), what managers and owners of HUD-financed affordable housing need to know about REAC's return to operations after COVID-19, and the status of HUD's new NSPIRE requirements.

    Speakers:

    • Scott Precourt, President & CEO, U.S. Housing Consultants & InspectCheck
    113-A. How Paying a Living Wage Benefits Everyone
    Sunday, October 24, 2021
    3:00 p.m. - 4:00 p.m. (A)

    113-A. How Paying a Living Wage Benefits Everyone

    America’s 3.5 million direct care professionals play a critical role in supporting older adults and people with disabilities. However, these caregivers are not valued and often struggle with economic insecurity. This session will highlight a new LeadingAge study documenting the benefits that paying professional caregivers a living wage would yield for caregivers, providers, care recipients, and local economies. Hear how one LeadingAge member operationalized a living wage program and how federal action could help build a strong, direct care workforce. Review a LeadingAge blueprint that spurred a national conversation about the need to support and grow the direct care workforce.

    Speakers:

    • Natasha Bryant, Managing Director/Senior Research Associate, LTSS Center, LeadingAge
    • Robyn Stone, SVP, Research/Co-Director, LTSS Center, LeadingAge
    • Ruth Katz, SVP of Public Policy and Advocacy, LeadingAge

    4:30 p.m. - 5:30 p.m. (B)

    3-B. The Digital Divide: Achieving Inclusion and Equity for All
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    3-B. The Digital Divide: Achieving Inclusion and Equity for All

    Research shows that 22 million older adults lack access to broadband internet at home, and that digital disengagement is associated with an older person’s race, disability, health status, educational attainment, immigration, rural residence, and income. Delve into the causes of the digital divide and explore the policy, funding, connectivity, and technology issues that must be addressed before we can achieve digital inclusion and equity for older adults. Hear more about research, best practices, and strategies for increasing, scaling, and sustaining digital access for older adults living in a variety of settings.

    Speakers:

    • Davis Park, Executive Director, Front Porch Center for Innovation and Wellbeing, Front Porch
    • Ginna Baik, Senior Business Development Manager for Senior Living, Amazon
    • Thomas Kamber, Executive Director, Older Adults Technology Services (OATS)
    15-B. Engaging Stakeholders in a Community Expansion
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    15-B. Engaging Stakeholders in a Community Expansion

    When Harbor’s Edge in Norfolk, VA, undertook a vertical expansion of its urban campus, it engaged a variety of stakeholders in a participatory planning process that generated excitement and influenced the design. Urban planner and Harbor’s Edge resident Ray Gindroz will be joined by an architect, designer, and construction expert to describe how their high-rise, waterfront life plan community engaged stakeholders, how the design evolved in response to stakeholder feedback, and how this approach generated and maintained excitement about the project well into construction. The team will share lessons that can be applied to any building or expansion project.

    Speakers:

    • Cheryl Browne, Creative Brand Manager, W.M. Jordan Company
    • Michael DuBose, Project Executive, W.M. Jordan Company
    • Raymond Gindroz, Resident, Harbor's Edge Retirement Community
    • Rocky Berg, , three
    24-B. Promoting Diversity in Aging Services
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    24-B. Promoting Diversity in Aging Services

    In early 2021, LeadingAge researchers surveyed LeadingAge members to learn about their diversity, equity, and inclusion (DEI) initiatives, metrics, challenges, benefits, and planned activities. This session will share findings from that survey and consider the DEI journey from the provider and leader perspectives. Presenters will examine the importance of partnerships in helping organizations recruit diverse talent, and will describe a proposed collaboration between LeadingAge and UNCF designed to raise awareness of career opportunities in aging services among students of Historically Black Colleges and Universities and other minority-serving institutions, and create a diverse pool of candidates for mid-level and C-suite positions.

    Speakers:

    • Erica Thrash-Sall, Executive Director, McFarlan Village Home
    • Julian Thompson, Strategist, Institute for Capacity Building, United Negro College Fund (UNCF)
    • Natasha Bryant, Managing Director/Senior Research Associate, LTSS Center, LeadingAge
    • Robyn Stone, SVP, Research/Co-Director, LTSS Center, LeadingAge
    • Suzanne Pugh, President & CEO, Aldersgate
    35-B. Good Governance: What Influences Success?
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    35-B. Good Governance: What Influences Success?

    Retired LeadingAge CEO Larry Minnix will share best practices in successful senior living governance and top influencers of success for nonprofit boards of directors. Two accounting experts and a seasoned life plan community CEO will join the panel to discuss the need for boards to examine their structures, compositions, and practices on an ongoing basis, and to make needed changes based on that assessment. Presenters will explore ways boards can mitigate risk, exercise fiscal responsibility, and establish a strategic planning initiative to carry their organizations into the future, even in this post-pandemic period of high risk and uncertainty.

    Speakers:

    • Keith Seeloff, Partner, Dixon Hughes Goodman LLP
    • Meredith Benedict, Senior Manager, Dixon Hughes Goodman LLP
    • Timothy Johnson, President and CEO, Frasier
    • William Minnix, Former CEO,
    47-B. From Care to Engagement: A New Value Proposition
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    47-B. From Care to Engagement: A New Value Proposition

    2Life Communities, an affordable housing organization in Boston, MA, and Williamsburg Landing, a life plan community in Williamsburg, VA, have both embraced a new engagement model focused on elevating residents’ purpose, creating meaningful social connections, and enhancing wellness through more intentional coordination and navigation. Listen as executives from both organizations describe studies documenting the importance of purpose, social connection, and wellness coordination for longevity and happiness; discuss the obstacles that keep senior living organizations from adopting this new value proposition; and share tools and strategies they used to pivot their organizations from a care model to an engagement model.

    Speakers:

    • Gregory Storer, President/Chief Executive Officer, Williamsburg Landing, Inc.
    • John Franklin, Founder and Principal, Pearl Creek Advisors, LLC
    • Sharon Brooks, Chief Marketing Officer, 2Life Communities
    48-B. Revenue Opportunity: Primary Care Partnerships
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    48-B. Revenue Opportunity: Primary Care Partnerships

    Primary care practice models are proliferating under value-based payment systems implemented by Medicare Advantage plans and the Center for Medicare and Medicaid Innovation. These models have the potential to impact service delivery patterns and narrow provider networks. To remain competitive, providers of senior housing and aging services should consider partnering with primary care companies to generate new revenue or expand revenue from existing business lines. This session will help providers explore opportunities to improve care and add services and revenue through partnerships with primary care companies, which are looking for help to scale their services and make them more efficient.

    Speakers:

    • Anne Tumlinson, Founder, Daughterhood/Anne Tumlinson Innovations
    49-B. Post COVID-19: Opportunities in the Home and Community
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    49-B. Post COVID-19: Opportunities in the Home and Community

    COVID-19 highlighted an already growing desire for older adults to receive care at home and in their communities. Join leaders in the home and community-based care field as they discuss their vision for expanding their services in a post-COVID world. Presenters will pinpoint the services at the center of their expansion strategies, describe the types of partnership opportunities they are exploring across the aging services continuum, and provide guidance on how other LeadingAge members might expand their home and community-based services, either alone or in partnership with others.

    62-B. Getting Started with Marketing Automation
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    62-B. Getting Started with Marketing Automation

    Life plan communities can nurture sales leads more successfully by automating repetitive marketing tasks. Two digital strategy experts will introduce you to easy approaches for implementing marketing automation at your community. They’ll also explain how marketing automation can drive return on investment while reducing costs and increasing the effectiveness of marketing and sales. Whether you’re a single-site or multi-site organization, you’ll walk away with great tips for creating and automating relevant and timely content across multiple communications platforms, identifying customer behaviors and trends you can use to guide engagement efforts, and delivering a customized message that promotes your unique brand.

    Speakers:

    • Dylan Pattenaude, National Director of Digital Services, Covenant Living Communities and Services
    • Fran Palma, Sr, VP of Digital Strategies, Covenant Living Communities and Services
    63-B. Attract and Reassure Residents Through Storytelling
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    63-B. Attract and Reassure Residents Through Storytelling

    Life plan communities face the challenging task of shoring up confidence among current and future residents in the wake of COVID-19. Storytelling can help you attract new residents and reassure current residents and their families that they can take comfort in your community’s commitment to its mission. Two communications experts will dissect the “PEARLS” of a good story: one that is Person-focused, Eccentric, Accessible, Refreshing, Local, and Sharable. Discover how to align your story with your organization’s mission, values, and vision; get tips on choosing the right communications strategy to spread your message; and hear what effective storytelling sounds like.

    Speakers:

    • Mike Gross, President, AKCG - Public Relations Counselors
    • Roberta Voloshin, Vice President of Marketing and Communications, United Methodist Communities
    73-B. Using a Predictive Model to Transform Your Life Plan Community
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    73-B. Using a Predictive Model to Transform Your Life Plan Community

    How can life plan communities promote healthy lifestyles and reduce health care utilization among their members? Continuing Care at Home (CCaH) programs can offer some direction. Hear the story of a CCaH provider that used a predictive model to identify the interventions that are most effective in delaying the need for higher levels of care, and the individuals who are most likely to benefit from those interventions. Participants will receive a detailed road map for using assessment tools, interventions, and metrics to enhance and tailor existing health and wellness programs while improving market position based on reduced health care utilization.

    Speakers:

    • Andrew Dalton, Principal & Consulting Actuary, Milliman, Inc.
    • Carol Barbour, President & CEO, Friends Life Care
    74-B. Implementing a Compliance and Ethics Program: Tools for Your Journey
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    74-B. Implementing a Compliance and Ethics Program: Tools for Your Journey

    Phase III of the Conditions of Participation requires that senior living organizations implement an operating compliance and ethics program featuring standards and supporting policies/procedures designed to minimize fraudulent and criminal activity and protect individuals reporting suspected violations from reprisal. This session will feature a unique dramatization illustrating complex fraud, personal behavior, care delivery, and ethical challenges that care settings encounter. Presenters will describe the mechanisms required for an effective compliance program, including an ethics committee that deals with bioethical and business/corporate compliance issues. Each participant will receive an ethics and compliance framework, including decision tools, policies, protocols, and educational materials.

    Speakers:

    • Diane Hislop, RN, Larksfield Place
    • Jennifer Maina, Vice President of Clinical Excellence & Innovation, Oakwood Lutheran Senior Ministries
    • Reginald Hislop III, Chief Executive Officer, Oakwood Lutheran Senior Ministries
    89-B. ContinuWell: A New Approach to Wellness
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    89-B. ContinuWell: A New Approach to Wellness

    Individuals are diverse in their interests, needs, and experiences—and in their path to wellness. That’s why Mather, a multi-site organization in Evanston, IL., adopted a research-based approach to wellness called “ContinuWell,” which fosters autonomy, achievement, and affiliation while recognizing that wellness looks different to each person. Presenters will describe the ContinuWell model and how it can be implemented in senior living communities, explore how the model embraces a whole-person philosophy through the lens of the individual, and outline the many factors—including emotional health, intellectual stimulation, environment, social engagement, and spirituality—that contribute to quality of life.

    Speakers:

    • Caroline Edasis, Director of Senior Living Community Engagement, Mather
    • Catherine O'Brien, Director, Institute on Aging, Mather
    • Meredith Boyle, Senior Vice President, Strategic Initiatives, Mather
    90-B. Humor and Resilience: Laughing While Living with Dementia
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    90-B. Humor and Resilience: Laughing While Living with Dementia

    Humor has been linked to greater life satisfaction and resilience for older adults, and tends to be a remaining strength of many people living with dementia. It also has been demonstrated to reduce burnout and turnover among professional and personal care partners. So, let’s start laughing! This session will explore laughter from cross-cultural perspectives and will describe the benefits of humor for adults living with dementia and their care partners. International Alzheimer’s advocate Brian LeBlanc and his life/care partner Maureen Rulison will share their own experiences with laughter and provide practical applications for adaptive humor.

    Speakers:

    • Brian LeBlanc, International Dementia Advocate & Co-Founder, We Are Dementia Strong
    • Kelly Gilligan, Co-owner, Inspired Memory Care, Inc.
    • Maureen Rulison, Owner, Dementia Strong
    • Nettie Harper, Co-Owner, Inspired Memory Care, Inc.
    103-B. Affordable Senior Housing Update
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    103-B. Affordable Senior Housing Update

    A new administration, a new Congress, and a global pandemic have ushered in numerous changes to and proposals for the nation’s affordable senior housing portfolio. This session will explore new and ongoing affordable senior housing opportunities and challenges. LeadingAge team members will offer updates on a range of issues they’re working on with the U.S. Department of Housing and Urban Development (HUD) and on Capitol Hill: funding, inspections, service coordination, as well as production and preservation of affordable housing, including housing financed through the low-income housing tax credit. Get ready for a rapid-fire session on a wide range of issues.

    Speakers:

    • Juliana Bilowich, Director, Housing Operations & Policy, LeadingAge
    • Linda Couch, Vice President, Housing Policy, LeadingAge
    114-B. Engaging with the New CNA Workforce
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    114-B. Engaging with the New CNA Workforce

    Certified nursing assistants (CNA) provide an estimated 90% of direct care in the nation’s 15,500 nursing homes. Yet, they are paid relatively low wages and receive few benefits. This session will examine how the pandemic has changed the CNA workforce, now and for the future. Two CNAs will discuss their experiences on the COVID-19 frontlines. The CEO of the National Association of Health Care Assistants will offer insights into what providers can do to connect with CNAs on a deeper level and help them heal after the pandemic, and how providers can recruit and engage with the new CNA workforce.

    Speakers:

    • Lori Porter, Founder & CEO, National Association of Health Care Assistants
    • Sheena Bumpas, Certified Nursing Assistant, Wilkins Health & Rehabilitation Community
    • Sherry Perry, Certified Nursing Assistant, National Association of Health Care Assistants
    115-B. Rapid Evaluation Teams: Supporting Caregivers and Recipients
    Sunday, October 24, 2021
    4:30 p.m. - 5:30 p.m. (B)

    115-B. Rapid Evaluation Teams: Supporting Caregivers and Recipients

    How can senior living organizations ensure that emergency situations—like an unresponsive resident/client—are met with appropriate, coordinated responses from care teams? LeadingAge Minnesota answered this question by developing the Rapid Evaluation Team (RET) process, a proactive response system that helps team members assess and intervene before a situation becomes an emergency. Presenters will explain how to implement an effective RET that reduces unplanned hospitalizations, improves health outcomes, and bolsters caregiver confidence. Equip yourself with tools to strengthen your organization’s response processes, and hear from a director of nursing who successfully implemented a RET within her organization.

    Speakers:

    • Amanda Thorson, DON, Carris Care Center & Therapy Suites
    • Julie Apold, VP of Quality and Performance Excellence, LeadingAge Minnesota

  • Monday, October 25, 2021

    8:00 a.m. - 9:00 a.m. (C)

    4-C. Technologies We Need Now More Than Ever
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    4-C. Technologies We Need Now More Than Ever

    Telehealth, resident/family engagement software, and enterprise-wide business intelligence applications were in use well before the coronavirus pandemic. But COVID-19 taught us just how vital these technologies are to the aging services field. Three tech experts and a provider will explore how they leveraged these technology solutions to fight COVID, and the role these vital technologies could play in a post-COVID world. You’ll learn how telehealth can promote better preventative health, how a resident/family engagement solution can help you create a connected care community, and how you can make key decision using the data you generate each day.

    Speakers:

    • Josh King, VP of Information Technology, Lutheran Senior Services
    • Keith Stewart, Chief Growth Officer, K4Connect
    • Lyle Berkowitz, Chief Medical Officer, QliqSOFT
    • Steven VanderVelde, Senior Living Enterprise Architect, PMP, ProviNET Solutions
    16-C. Challenge, Change, and Contemplation: The Future of Senior Living
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    16-C. Challenge, Change, and Contemplation: The Future of Senior Living

    As the COVID-19 threat begins to recede, providers of aging services must start defining the future of their communities and our field. Dr. Louise Aronson, author of Elderhood: Redefining Aging, Transforming Medicine, Reimagining Life, will join this panel of experts to offer thoughts about what organizations, providers, and communities can do to “futureproof” our field. Topics will include the future viability of assisted living and nursing homes, the need to address medical and social needs of older adults, and the significant business opportunities related to older adults, including the opportunity to meet the needs of underserved and marginalized individuals.

    Speakers:

    • Louise Aronson, Professor of Medicine, University of California San Francisco
    • Melissa Pritchard, Senior Vice President, SFCS Architects
    • Timothy Mueller, President, SFCS Architects
    17-C. Healthy Design: Building to Prevent Infection Spread
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    17-C. Healthy Design: Building to Prevent Infection Spread

    As research about the coronavirus began to evolve, senior living leadership and management, along with architects and engineers, sprang into action to devise strategies that could help prevent disease transmission in senior living communities. An architect, building design expert, and provider will discuss how a holistic approach—encompassing architecture, engineering, and operational strategies—can help prevent and contain the spread of infectious diseases. Presenters will catalogue building-related health concerns, offer strategies for creating healthier buildings, and explore the challenges associated with implementing new operational or design strategies, including their impact on costs, building system lifecycles, residents, and staff.

    Speakers:

    • Alejandro Giraldo, Associate/Senior Designer, THW Design
    • Ed Ward, Vice President of Operations, Kisco Senior Living
    • Tim Scharf, Principal, Reese Hackman
    25-C. Honoring Cultural Preferences: Lessons from Alaska
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    25-C. Honoring Cultural Preferences: Lessons from Alaska

    Honoring the cultural preferences of nursing home residents is an admirable goal, but it can sometimes be more complicated than it first appears. Valdeko Kreil, former administrator of Utuqqanaat Inaat, a nursing home in Kotzebue, AK, will describe his organization’s eight-year journey to bring traditional native foods back into the diet of Inupiat residents. The nursing home worked with federal, state, and local authorities, and two universities, to overcome regulatory restrictions on serving wild game and seal oil. Kreil will use his personal experiences to identify obstacles to meeting the cultural preferences of residents and discuss strategies for overcoming these obstacles.

    Speakers:

    • Valdeko Kreil, NHA, Utuqqanaat Inaat
    26-C. Best Practices for Welcoming LGBTQ+ Older Adults
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    26-C. Best Practices for Welcoming LGBTQ+ Older Adults

    Lesbian, gay, bisexual, transgender, and queer (LGBTQ+) older adults ask themselves several questions when seeking residential living options: Will I be welcomed? Will I have to go back in the closet? Will I receive equal treatment? This session will present best practices, policies, and procedures to help senior living communities create a welcoming environment for LGBTQ+ older adults and alleviate their fear and apprehension. Presenters will introduce the Long-Term Care Equality Index (LEI), a tool for creating a network of LGBTQ+-welcoming communities; share the experiences of LeadingAge members participating in the LEI; and help attendees assess their community’s LGBTQ+ inclusivity.

    Speakers:

    • Dan Stewart, Associate Director, Aging Equality Project, Human Rights Campaign Foundation
    • Jerry Brown, Senior Director Covia Affordable Communities, Front Porch
    • Sherrill Wayland, Manager of National Projects, SAGE | Advocacy and Services for LGBT Elders
    36-C. Moving Boards from Passivity to Engagement
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    36-C. Moving Boards from Passivity to Engagement

    Having a long-tenured and successful CEO is a good thing for a nonprofit senior living organization, but it can also encourage the board of directors to take a more passive role in governance. Given the rapidly changing senior living market, boards must exercise a higher level of engagement. CEOs, board members, and board development professionals will present case studies of organizations that reexamined how their boards function, and took steps to ensure that the board, CEO, and senior leadership team function at maximum potential. Presenters will offer tips for reinvigorating board meetings, cultivating meaningful education sessions, and developing a diverse board.

    Speakers:

    • Christopher Fields, President, Friends Fellowship Community, Inc.
    • Dan Deffet, Managing Partner, Deffet Group, Inc.
    • Elizabeth Feltner, Chief Operating Officer, Deffet Group, Inc.
    • Michael Logan, CEO, Masonic Pathways
    37-C. Answering Your Questions about Mergers and Acquisitions
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    37-C. Answering Your Questions about Mergers and Acquisitions

    Senior living organizations have many incentives to merge with or acquire another organization. But how do you actually merge professional staffs and boards of directors? How do you carry out due diligence and ensure compliance with state regulations ? How do you explain it all to employees, residents, families, and donors? You’ll get answers to all of these questions from James Newbrough, CEO of Cleveland-based Menorah Park, which merged with nearby Montefiore in July 2020. Newbrough will present a detailed case study of that merger, and Bruce Hennes, CEO of Hennes Communications, will discuss why communication was an integral part of the execution plan.

    Speakers:

    • Bruce Hennes, President and CEO, Hennes Communications
    • Jim Newbrough, CEO, Montefiore Home
    50-C. Using Philanthropy to Achieve Strategic Goals
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    50-C. Using Philanthropy to Achieve Strategic Goals

    Philanthropy is a vital source of funding that can be leveraged far beyond benevolent care. This session will highlight how Asbury Foundation aligned its efforts with Asbury Communities’ strategic plan to fund innovative resident programs, capital enhancements, and team member development. Presenters will make the case for using philanthropy as a vehicle for achieving an organization’s key objectives, and guide participants through the strategic planning alignment process. They will also examine innovative philanthropic programs that support departments like human resources, sales, and wellness. You’ll take home data about the importance of philanthropy that you can share with your leadership team.

    Speakers:

    • Cedric Richner III, CFRE, Managing Principal, Marts&Lundy
    • Doug Leidig, President & CEO, Asbury Communities, Inc.
    • JD Shuman, President & CEO Asbury Foundation, Asbury Communities, Inc.
    51-C. A Single-Site’s Transformation into an Integrated System of Services
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    51-C. A Single-Site’s Transformation into an Integrated System of Services

    Cypress Cove, a single-site life plan community in Ft. Myers, FL, has passed up numerous opportunities to affiliate with larger systems since it opened in 1999. Instead, organizational leaders focused on the community’s mission, while adding to its capacity. A suite of services, launched under the brand name “Cypress at Home,” now offers care coordination, medical care, home health, and hospice programs to older adults living at home. Cypress Cove executives and a resident/board member will tell their community’s story while exploring tools to help other single-site life plan communities diversify their services and build an aging services “system.”

    Speakers:

    • Donna Miceli, Board of Directors, Cypress Cove at HealthPark Florida
    • Mary Franklin, Executive Director, Cypress Cove at HealthPark Florida
    • Michael Moss, Vice Presiden of Sales and Marketing, Cypress Cove at HealthPark Florida
    • Tim Ficker, Executive Vice President, LifeStar Advisory Services
    • Troy Churchill, President & CEO, Cypress Living
    64-C. Opening Doors to Aging Services: Understanding Public Perceptions of Our Field
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    64-C. Opening Doors to Aging Services: Understanding Public Perceptions of Our Field

    Each day, the field of aging services encounters public misperceptions that are rooted in ageism and exacerbated by the pandemic. This session will introduce you to LeadingAge’s new communications initiative, which is designed to change public attitudes about our field. Presenters will describe the robust research and discovery process that informed the initiative, review public perceptions/misperceptions of aging services, and reveal the representatives of our field who the public finds most credible. Don’t miss this chance to understand public perceptions of aging services more deeply so you can help to improve those perceptions.

    Speakers:

    • Gwen Fitzgerald, Director, Public Messaging, LeadingAge
    • Susan Donley, Senior Vice President, Marketing and Communications, LeadingAge
    75-C. Metrics that Matter: Using the Right Data to Drive Success
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    75-C. Metrics that Matter: Using the Right Data to Drive Success

    Get out from under the mountain of data that can leave you feeling overwhelmed. Discover how to build a metrics-driven organization that has greater clarity about what drives its success. Join a financial planner/analyst and a life plan community CEO to identify the financial and operational metrics that directly impact your bottom line. Presenters will enlighten you about ways to use those metrics to gain meaningful insights, empower your leaders, drive greater accountability, and make it easier to share performance data with your board. Hear how the right metrics allowed one community to adapt to the impact of COVID-19.

    Speakers:

    • Brett Logan, Senior Vice President/Sr. Director of Operations Management, LCS
    • Josiah Carter, Sr. Director of Financial Planning & Analysis, LCS
    76-C. Lessons from the Home Health Value Based Purchasing Pilot
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    76-C. Lessons from the Home Health Value Based Purchasing Pilot

    The five-year Home Health Value Based Purchasing (HHVBP) pilot, conducted in nine states, has proven to be successful in improving quality and managing cost of care for home health clients. An expansion of the HHVBP initiative has been approved by the U.S. Department of Health and Human Services and could start in 2022. Presenters will identify the results of and lessons learned from the HHVBP pilot, identify key steps organizations can take to prepare for the HHVBP expansion, and explain how paying for value based purchasing can increase your organization’s revenue and help you manage costs.

    Speakers:

    • Christopher Attaya, VP of Business Intelligence, Strategic Healthcare Programs, LLC
    • Sue Payne, Home Care Strategies Advisor, Corridor Group
    91-C. Creative Engagement in Congregate Settings
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    91-C. Creative Engagement in Congregate Settings

    A partnership between LeadingAge and TimeSlips, an international network of artists and caregivers committed to bringing joy to late life, yielded inspiring stories of intergenerational connections. Through that partnership, Timeslips worked with university faculty, administrators, and students across the country to train more than 125 students in creative engagement techniques that brought new communication tools and a feeling of connection to student and elder participants alike, even during the COVID-19 pandemic. Discover how undergraduate students connected with elders in senior living communities, and hear about lessons learned, successes achieved, and what happens when everything you have planned has to pivot.

    Speakers:

    • Kari Hanson, Project Manager, TimeSlips
    92-C. Housing-Based Services: Impact on Health and Well-Being
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    92-C. Housing-Based Services: Impact on Health and Well-Being

    Right Care, Right Place, Right Time (R3), a housing plus services program in Massachusetts, featured two on-site wellness teams that coordinated a package of enhanced services for residents of five affordable senior housing communities. The program had two goals: to help residents live independently for longer, and to lower health care spending by reducing unnecessary health care utilization. Presenters will draw on their evaluation of the R3 program to highlight the potential role service-enriched housing can play in improving health, quality of life, and access to health-related services and supports among older affordable housing residents, while also reducing healthcare costs.

    Speakers:

    • Edward Miller, Professor of Gerontology and Public Policy, University of Massachusetts; Boston Campus Gerontology Institute
    • Marc Cohen, Director, Center for Long Term Services and Supports, University of Massachusetts; Boston Campus Gerontology Institute
    • Pam Nadash, , University of Massachusetts; Boston Campus Gerontology Institute
    104-C. Policy Expert Panel
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    104-C. Policy Expert Panel

    Aging services policy traditionally moves slowly and deliberately. Not so during the pandemic, when federal and state officials issued new guidance and regulations almost daily, and Congress passed some of the most sweeping relief and reform bills we’ve seen in decades. Through it all, LeadingAge’s policy team tracked administrative and legislative trends and reported them to members in real time. Listen as these policy experts share their analysis of and political insights into what happened during the pandemic, what’s going on in Congress and the administration right now, what’s on the horizon, and what it all means for you.

    Speakers:

    • Ruth Katz, SVP of Public Policy and Advocacy, LeadingAge
    116-C. Make Your Organization a Place Where People Want to Work
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    116-C. Make Your Organization a Place Where People Want to Work

    Is your organization a place where people want to work? Come to this session ready to be challenged by this and other questions. Thought leader Cara Silletto and a senior living provider will prepare you to create a long-term plan for managing workforce challenges. They’ll help you see why today’s workers are different, and how adapting to those differences can help you retain essential talent. Explore proven retention initiatives and take home strategies for competing effectively with other employers in your area, budgeting for the cost of employee turnover, and creating a more supportive team to manage your workforce.

    Speakers:

    • Cara Silletto, , Magnet Culture, formerly Crescendo Strategies
    • Kristine Mellgren, Director of Human Resources, Trinity Terrace
    • Lyndell Smith, Vice President Human Resources, Pacific Retirement Services
    117-C. Offering Trauma Informed Care in Your Organization
    Monday, October 25, 2021
    8:00 a.m. - 9:00 a.m. (C)

    117-C. Offering Trauma Informed Care in Your Organization

    Phase 3 of the Requirements of Participation requires long-term and post-acute care organizations to develop a Trauma-Informed Care (TIC) plan that focuses on understanding, recognizing, and responding to the effects of trauma on residents and team members. TIC helps trauma survivors rebuild a sense of confidence, control, and empowerment. This session will offer an understanding of trauma, and how it can precipitate mental health, substance use, or physical health conditions. Participants will take a deeper look at how TIC can help address trauma, including compassion fatigue among nurses, and improve the mental health of the care team.

    Speakers:

    • Jayne Warwick, Senior Director, Medical Records Compliance, PointClickCare

    3:00 p.m. - 4:00 p.m. (D)

    5-D. Promoting Wellness in a Socially Distanced World
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    5-D. Promoting Wellness in a Socially Distanced World

    La Vida Llena Retirement Community in Albuquerque, NM, adapted to COVID-19 social-distancing restrictions by creating an affordable, web-based virtual platform that helps residents address the six dimensions of wellness. Using a free software application, the life plan community created a Wellness-on-Demand platform featuring 78 different programs, including resident-driven talk shows, education sessions, and art show presentations; fitness classes and exercise videos; online shopping services; and virtual museum tours from around the world. Join others in exploring how Virtual Wellness on Demand was developed, how it works, and how your life plan community can create a similar platform.

    Speakers:

    • David Jackson, Director of Life Enrichment Services, La Vida Llena Retirement Community
    18-D. Food Service Design: Keeping Residents Safe and Satisfied
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    18-D. Food Service Design: Keeping Residents Safe and Satisfied

    What will food service design look like after the pandemic? A culinary expert, architect, and life plan community leader will share design strategies for back- and front-of-house food service environments, based on current food service trends and a stepped-up focus on food safety. Presenters will examine the latest food service trends, including a phase-out of self-service buffets, greater transparency on food sourcing, frequent health inspections, and consumer preferences for multiple food delivery options. Consider how you can take a collaborative approach to food service design that lets you achieve greater flow, function, and aesthetics while keeping residents safe and satisfied.

    Speakers:

    • Craig Kimmel, Partner, RLPS Architects
    • Jeff Weatherhead, COO, Aldersgate
    • Kathleen Warner, Principal & Director of Interior Design, CJMW Architecture
    • Matt Schuler, Dir. of culinary development, Scopos Hospitality Group
    27-D. DEI Efforts in States and Communities
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    27-D. DEI Efforts in States and Communities

    During Summer 2021, LeadingAge member organizations participated in the Summer Enrichment Program, a 10-week immersive internship that offered undergraduate and graduate students of color the opportunity to obtain real-world experience in aging services organizations. This session, designed to highlight efforts to increase diversity, equity, and inclusion (DEI) in the field of aging services, will feature LeadingAge members who participated in the Summer Enrichment Program and in other DEI efforts at the state and community levels. Presenters will describe DEI activities that session participants can replicate in their own states and communities.

    Speakers:

    • Altonia Garrett, Executive Director of the Center for Equity, Inclusion, and Diversity and Vice P, Capital Caring Health
    • Dorothea Bell, Executive Vice President of Human Resources, Wartburg
    • Erica Thrash-Sall, Executive Director, McFarlan Village Home
    • Keith Everett, Chief Officer for Performance, Compliance, and Cultural Operation, Capital Caring Health
    28-D. HIV and Aging: Confronting Myths and Reducing Stigma
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    28-D. HIV and Aging: Confronting Myths and Reducing Stigma

    Thanks to modern medical treatments, people with HIV can live long and healthy lives. Yet, they still face considerable stigma, experience health disparities, and struggle to find affirming care. Tim Johnston, director of national projects at SAGE, will debunk common myths surrounding HIV, and will share strategies for educating staff so they can support long-term HIV survivors who are beginning to access aging services. Johnston will examine the population, including women and members of the Hispanic and Black communities, and will share lessons learned during the HIV/AIDS epidemic that can be applied today.

    Speakers:

    • Tim Johnston, Director of National Projects, SAGE | Advocacy and Services for LGBT Elders
    38-D. Tips and Tools for Governance and Compliance
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    38-D. Tips and Tools for Governance and Compliance

    What are the most crucial steps in implementing an effective compliance program? What indicators should the board of directors be monitoring and what questions should board members be asking? What information should the board be requesting from management, and what information should management be providing without being asked? This session will explore the government’s heightened expectations for a governing body to exercise oversight of its community’s compliance and ethics programs. Presenters will provide templates and tools to help your board successfully implement and oversee a compliance program and navigate the natural tension between operations and board oversight in this arena.

    Speakers:

    • Jane Mack, President/CEO, Friends Services Alliance
    • Karla Dreisbach, Vice President of Compliance, Friends Services Alliance
    • Paula Sanders, Principal, Post & Schell, P.C.
    39-D. Using Appreciative Inquiry to Reinvent Your Organization
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    39-D. Using Appreciative Inquiry to Reinvent Your Organization

    Senior living communities emerging from the COVID-19 pandemic are confronted with a conundrum: Do they go back to old thinking and practices or do they use the lessons learned during the pandemic to reinvent themselves? This session will introduce attendees to the Appreciative Inquiry (AI) model and how it can help senior living communities focus on their positive, life-giving aspects and put changes into place that heighten their energy, sharpen their focus, and inspire their creative actions. Participants will explore how the AI process can drive employee-driven improvement, ensure post-pandemic growth, enrich resident-family relationships, and improve service delivery methods.

    Speakers:

    • Francis Battisti, Principal, Battisti Managment Affiliates
    • Harry Hobson, President/CEO, Plymouth Harbor on Sarasota Bay
    52-D. Home Away from Home: Putting Down Roots in a Secondary Market
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    52-D. Home Away from Home: Putting Down Roots in a Secondary Market

    Why would an Ohio-based affordable housing organization put down roots 500 miles away in Atlanta, GA? Representatives of National Church Residences will share their organization’s journey to become one of the largest nonprofit developers of affordable housing in Georgia. Ascertain how the organization identified Atlanta as an area of growth, review strategies it used to implement this vision, and hear about the struggles it encountered along the way. Presenters will offer tips for identifying an appropriate secondary market, offer tools for deepening an organization’s presence in that market, and share strategies for developing partnerships in public, private, and philanthropic circles.

    Speakers:

    • Dennis Richards, Senior Director of Development, Atlanta Region, National Church Residences
    • Michelle Norris, Exec. VP External Affairs & Strategic Partnerships, National Church Residences
    • Sojourner Marable Grimmett, Senior Director of External Affairs & Strategic Partnerships, National Church Residences
    53-D. Re-Engineering Your Business Model Post-COVID
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    53-D. Re-Engineering Your Business Model Post-COVID

    COVID-19 has changed the way senior living organizations operate and the levels of service and safety residents expect. Many providers have adapted to these changes in the short-term, but long-term effects remain to be seen. How will you modify your service mix to meet consumer needs and preferences? How will those modifications affect your margins? Let two finance and investment experts and a senior living executive suggest ways to reshuffle your service mix, rebalance your business model, and adjust your long-term strategy to fit the aging population’s evolving needs—all while maintaining your margins and keeping up with market trends.

    Speakers:

    • Brad Straub, Executive Vice President, Greystone
    • Jim Petty, Sr. VP Strategy & Business Development, Acts Retirement-Life Communities, Inc.
    • Stuart Jackson, Senior Vice President – Client Services, Greystone
    65-D. Opening Doors to Aging Services: Introducing the Public to Our Field
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    65-D. Opening Doors to Aging Services: Introducing the Public to Our Field

    Public misperceptions about the field of aging services can be disheartening for mission-driven organizations that take pride in providing high-quality care to older adults. LeadingAge’s new, research-backed communications initiative is designed to change public attitudes and reintroduce the field of aging services. This session will offer tips for using LeadingAge’s complete toolkit of strategies, messages, and other resources; identify the best ways to ensure your communications are part of LeadingAge’s unified approach; and provide new ways to present your services in order to improve perceptions and demonstrate value. Discover how you can help change public perceptions of aging services.

    Speakers:

    • Gwen Fitzgerald, Director, Public Messaging, LeadingAge
    • Susan Donley, Senior Vice President, Marketing and Communications, LeadingAge
    77-D. Building Better Programs Through Data: Lessons from Title VI
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    77-D. Building Better Programs Through Data: Lessons from Title VI

    Title VI of the Older Americans Act provides funding for nutrition and supportive services programs for 400 federally recognized American Indians, Alaskan Natives, and Native Hawaiians communities. A senior analysist at the Administration for Community Living (ACL) and two researchers will describe a five-year evaluation of the Title VI program and describe how ACL engaged and empowered local grantees to use data and evaluation to improve services. Participants will learn how to follow ACL’s example in harnessing the power of data to support and guide programming, communicate with stakeholders, strengthen funding streams, and engage their own staff.

    Speakers:

    • Collette Adamsen, Director, National Resource Center on Native American Aging, University of North Dakota, Center for Rural Health, School of Medicine and Health Sciences
    • Gretchen Clarke, Research Science Manager, ICF International
    • Kristen Hudgins, Senior Social Science Analyst, Office of Performance and Evaluation, Administration on Aging/Administration for Community Living
    78-D. Getting Paid: Skills for Negotiating Managed Care Contracts
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    78-D. Getting Paid: Skills for Negotiating Managed Care Contracts

    Does getting paid by managed care plans or through alternative payment models have you frustrated? Let an attorney and a health care consultant teach you how to negotiate a managed care contract and get paid based on that contract. This session will help you understand how the payment processes for managed care and alternative payment models differ from Medicare fee-for-service. Presenters will help you identify the contracting skills you’ll need to do business under these models. Take home best practices that will help you maximize your payments, avoid common mistakes, and successfully make a claim and get paid.

    Speakers:

    • Debra Silverman, Partner/Director, Garfunkel Wild P.C.
    • Kim Conner, Business Office Consultant, Pope and Conner Consulting Inc.
    93-D. Dementia-Inclusive Communities: The Resident’s Perspective
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    93-D. Dementia-Inclusive Communities: The Resident’s Perspective

    Dementia-inclusive communities support individuality, dignity, and a sense of belonging. There is no separate area for residents living with dementia. Instead, all residents are neighbors and every part of the community works together to create an environment that supports the well-being of each person. Residents living with dementia at Carol Woods Retirement Community in Chapel Hill, NC, and their care partners, will describe their experience living in a dementia-inclusive community, including its benefits and challenges, elements of compassionate and helpful support, principles and practices necessary to make a dementia-inclusive approach work, and why dementia-inclusive communities matter.

    Speakers:

    • Jen Wilson, Vice President of Well-Being, Carol Woods Retirement Community
    105-D. Life Plan and Assisted Living Policy Update
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    105-D. Life Plan and Assisted Living Policy Update

    This session will present an overview of the latest federal policy issues affecting life plan communities and assisted living organizations. The panel will cover a range of topics, from liability reform and minimum wage conversations to vaccination access and fair housing. LeadingAge provider members will share strategies for delivering the best care and services while complying with complex policy requirements.

    106-D. Skilled Nursing Policy Update
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    106-D. Skilled Nursing Policy Update

    Throughout the COVID-19 pandemic, nursing homes have had to adjust to ever-changing regulations and guidance from the Centers for Medicare & Medicaid Services (CMS) and recommendations from the Centers for Disease Control and Prevention (CDC). During this session, CMS and CDC officials will explain how CDC recommendations have shaped CMS regulations and guidance, and how they expect nursing home operations to evolve as we learn to live with COVID-19 and prepare for other emerging infectious diseases. Let presenters brief you on issues that are important to nursing home operators, including survey trends, frequent citations, and infection control best practices.

    Speakers:

    • Holly Norelli, Deputy Director, Division of Nursing Homes, Centers for Medicare & Medicaid Services (CMS)
    • Janine Finck-Boyle, VP of Regulatory Affairs, LeadingAge
    • Jodi Eyigor, Director, Nursing Home Quality & Policy, LeadingAge
    • Nimalie Stone MD, MS, Senior Advisor for Long-term Care Partnerships, Centers For Disease Control and Prevention
    118-D. Engaging and Strengthening the Workforce: What’s Your Best Option?
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    118-D. Engaging and Strengthening the Workforce: What’s Your Best Option?

    Communication and financial support have been the keys to building a more engaged workforce at Byron Health Center in Fort Wayne, IN. Community leaders will be on hand to introduce you to “Beekeeper,” an online communication system that connects team members. They’ll also share details about a financial stewardship program that helped team members reduce their debt and purchase their first homes. Discover why the community took these approaches, how the programs were implemented, and the outcomes they produced. Take home a proven plan that will help you discern what programming might be the best option for your workforce.

    Speakers:

    • Deb Lambert, CEO, Byron Health Center
    • Sarah Starcher, Executive Director, Byron Health Center
    119-D. Employee Retirement Readiness Benefits Everyone
    Monday, October 25, 2021
    3:00 p.m. - 4:00 p.m. (D)

    119-D. Employee Retirement Readiness Benefits Everyone

    Helping employees manage their retirement is an important obligation for plan sponsors and can benefit both employees and employers. This session will offer pragmatic solutions for fostering retirement decision-making, easing employee anxiety, and reducing the costs that employers incur when employees defer retirement dreams. Find out how to align your retirement plan with employee and employer interests, implement a robust financial wellness program, help employees plan for a steady retirement income, and fulfill your fiduciary duty. Explore multi-employer defined contribution plans that can deliver a high-quality solution to employees while yielding significant savings for employers.

    Speakers:

    • Amber Kendrick, VP Retirement Plan Consulting, Procyon Partners
    • James P Jeffery, Managing Director, Solaris Advisors, LLC
    • Thomas Gahan, Founding Partner, Senior Managing Director, Procyon Partners

  • Tuesday, October 26, 2021

    8:00 a.m. - 9:00 a.m. (E)

    6-E. Should Your Team Members Carry Smart Devices?
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    6-E. Should Your Team Members Carry Smart Devices?

    Handheld, Wi-Fi-enabled devices can help your administrative and care team members access a growing number of cloud-based technology systems. But how will you ensure that team members use those devices for their intended purposes, care for them properly, and reap all the benefits these devices promise? Get answers from Baptist Community Services in Amarillo, TX, which adopted handheld devices for use with its electronic health records, nurse call, and resident monitoring systems. Decide if hand-held devices are right for you; explore the challenges involved in planning, setup, and implementation; and hear tips for successful adoption.

    Speakers:

    • Deborah Ozuah, Clinical Educator, Baptist Community Services
    • Jacquie Brennan, Vice President of Operations, Vigil Health Solutions Inc.
    • Joseph Thompson, Senior Technical Support Analyst, Baptist Community Services
    7-E. Technology Support and Training for Residents and Clients
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    7-E. Technology Support and Training for Residents and Clients

    Providers of aging services deployed a large number of technologies to mitigate the impacts of COVID-19. As the number of consumer-facing technologies grew, so did the need to provide residents and clients with technology support. This session will describe various types of technology support and training, and explore potential business models for providing residents and clients with the support they need to use social connectedness, engagement, telehealth, and other technologies. Gain tips for choosing the right support and training model for your organization. Discuss case studies, success factors, and lessons learned by organizations that implemented technology support and training programs.

    Speakers:

    • Brett Ortega, VP, Community Technology, HumanGood Inc.
    • Joe Velderman, Vice President of Innovation, Cypress Living
    • Majd Alwan, SVP of Technology and Business Strategy/Executive Director, CAST, LeadingAge
    • Scott Code, Senior Director, CAST, LeadingAge
    19-E. Breaking New Ground in Designing for Dementia
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    19-E. Breaking New Ground in Designing for Dementia

    Findings from the World Alzheimer Report 2020 will provide a backdrop for this discussion of communities around the globe that took groundbreaking approaches to designing built environments for people living with dementia. John Zeisel, a researcher and practitioner in the field of non-pharmacologic dementia care, will discuss design strategies that focus on the whole person, and design adaptations that increase quality of life by decreasing anxiety and confusion often caused by the physical environment. The session will highlight four projects, including Abe’s Garden in Nashville, TN, that opened new avenues of thought and creativity in dementia-related design.

    Speakers:

    • Chris Kincaid, Executive Director, Abe's Garden
    • John Zeisel, Founder, Hearthstone Alzheimer Care, Ltd. & I'm Still Here Foundation
    29-E. How to Start Talking about Diversity, Equity, and Inclusion
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    29-E. How to Start Talking about Diversity, Equity, and Inclusion

    Every LeadingAge member organization should be exploring issues of diversity, equity, and inclusion (DEI), given the growing diversity of the older population, the prevalence of minorities in the workforce, and the general lack of diversity among residents. However, many of us feel ill-equipped to start DEI conversations or initiatives. Leaders at four member organizations will share practical suggestions for engaging employees, residents, and board members in conversations and actions to help your organization build a more diverse and inclusive culture. The panel will also identify some of the obstacles you may encounter along the way.

    Speakers:

    • Jennifer Jimenez Marana, Director of Diversity and Inclusion, Broadmead
    • Marvell Adams Jr., COO, The Kendal Corporation
    • Nancy King, President of Senior Options, LLC, Senior Options
    • Suzanne Pugh, President & CEO, Aldersgate
    40-E. Now What? Moving to the Future with Strategic Foresight
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    40-E. Now What? Moving to the Future with Strategic Foresight

    Many organizations have lifted their gaze from the immediate challenges of COVID-19 and are asking, “Now what?” This session will share an approach for using strategic foresight to take stock of your organization’s pre-COVID strategies, identify what is still relevant and what requires change, reflect on anticipated trends and emerging issues in your organization and our field, and generate visionary and informed plans for the future. Participants will engage with LeadingAge's new strategic foresight self-guided tools, which are designed to help board members and staff leaders work together to anticipate and navigate the road ahead.

    Speakers:

    • Olivia Mastry, Founder, The Collective Action Lab
    54-E. Planned Giving: The Key to Fund Development
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    54-E. Planned Giving: The Key to Fund Development

    Planned giving can be a key strategy to help life plan communities prepare for future unknowns. This session will help participants undertake a radical rethinking of traditional planned-giving models. Presenters will review planned-giving options currently being used at standalone communities and multisite organizations, and will offer best practices for building a substantial, long-term giving program that focuses on assets over cash, can respond to donor fatigue and donor gratitude, and can inspire new gifts. Participants will take home tips for making substantial resources available for the future by creating a meaningful legacy program today.

    Speakers:

    • Katharine Miller, Executive Director, Front Porch
    • William McMorran, Sr. Partner, Green Oak Consulting Group
    55-E. Preserving the Nonprofit Legacy by Talking about Growth
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    55-E. Preserving the Nonprofit Legacy by Talking about Growth

    Over the past decade, the pace of growth in the for-profit sector of the senior living field has been significantly more robust than in the nonprofit sector. This session will raise awareness among nonprofit senior living organizations about the need to take deliberate action to remain relevant in an increasingly competitive for-profit environment. Representatives from Ziegler will share data and growth trends for nonprofit life plan communities. Three CEOs will offer examples of how their nonprofit organizations are progressing toward strategic goals that include growth through affiliations and acquisitions, campus expansions or new development, and home and community-based service lines.

    Speakers:

    • Dan Hermann, President & CEO, Head of Investment Banking, Ziegler
    • Gerald Grant, CEO, Acts Retirement-Life Communities, Inc.
    • Lisa McCracken, Director of Senior Living Research and Development, Ziegler
    • Terri Cunliffe, CEO/President, Covenant Living Communities and Services
    • Torsten Hirche, President, CEO, Transforming Age
    66-E. Sharpening Your Brand to Attract Partners and Employees
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    66-E. Sharpening Your Brand to Attract Partners and Employees

    A powerful brand expresses an organization’s clear vision and sense of purpose, and showcases vital points of differentiation that can’t be fully duplicated by competitors. Hear from a branding expert about how an effective brand can help your organization enhance growth, recruit and retain a talented workforce, and develop partnerships with other providers. The president/CEO of AuthoraCare Collective, created through a merger of two North Carolina hospice and palliative care organizations, will share how her organization reframed its purpose to bring new cohesiveness to its culture. Presenters will share digital strategies and tactics for promoting your brand to varied audiences.

    Speakers:

    • Kristen Yntema, President and CEO, AuthoraCare Collective
    • Stan Massey, Chief Strategy Officer, Transcend Strategy Group
    67-E. Embracing Digital Marketing to Influence Occupancy
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    67-E. Embracing Digital Marketing to Influence Occupancy

    Older adults moved online in record numbers during the pandemic, unleashing pent-up demand for evaluating living options trough digital media. This demand is poised to positively influence occupancy in 2022, but providers must embrace digital marketing and media activities and employ an optimized team structure to achieve success. A life plan community marketing executive will describe how her organization’s new reliance on digital marketing resulted in increased inquiries and tours that exceeded industry averages in 2020. Marketing professionals will share their digital tactics for gauging the intent of prospective residents and using key performance indicators to optimize online inquiries.

    Speakers:

    • Julia Zauner, Vice President of Marketing and Communications, Springpoint Senior Living
    • Kurt Krejny, SVP, Platforms, Attane
    79-E. Service Coordinators: A Lifeline for Older Residents
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    79-E. Service Coordinators: A Lifeline for Older Residents

    Service coordinators play a key role in supporting older residents of affordable senior housing communities. Many affordable housing organizations are interested in enhancing their service coordinators' capacity to assist residents who are facing increasing and increasingly complex social and health challenges. A panel of advocates, researchers, and providers will update you on the policy landscape for service coordinators in affordable senior housing communities and discuss potential models and partnerships for strengthening and expanding the support that service coordinators can provide to older residents.

    Speakers:

    • Alisha Sanders, Senior Director of Housing and Services Research, LeadingAge
    • Juliana Bilowich, Director, Housing Operations & Policy, LeadingAge
    • Linda Couch, Vice President, Housing Policy, LeadingAge
    • Robyn Stone, SVP, Research/Co-Director, LTSS Center, LeadingAge
    80-E. How Will Future Trends Impact Your Business Planning?
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    80-E. How Will Future Trends Impact Your Business Planning?

    Since 1982, the actuary consulting firm AV Powell & Associates has been collecting and analyzing demographic and health care utilization data about nearly 300,000 continuing care contract holders representing approximately 2 million life years. During this session, AV Powell representatives will present results from their latest analysis of data covering trends in life plan community entry age, double occupancy, gender, life expectances, health care utilization, and population flow projections for 2001 to 2010 and 2011 to 2020. Participants will gain an understanding of how anticipated future trends will impact business planning by influencing pricing and reserve requirements.

    Speakers:

    • AV Powell, Founder & CSO, A.V. Powell & Associates LLC
    • Cole Naughton, Consulting Actuary, A.V. Powell & Associates LLC
    95-E. Strategies for Supporting Healthy Aging
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    95-E. Strategies for Supporting Healthy Aging

    Join a neuroscientist and co-author of the World Health Organization’s new guidelines for integrated care for older people as she explores how you can support healthy aging among residents and clients. You’ll take home practical examples of the difference you can make in six priority areas: vision loss; hearing loss; balance, falls, and frailty; depression; malnutrition; and cognitive decline. Explore the latest research on healthy aging, and learn how to use person-centered health and social care to help older adults optimize their functional abilities and prevent, slow, or reverse declines in physical and mental capacity.

    Speakers:

    • Kelly Tremblay, Aging Advocate, Audiologist, Neuroscientist, LendAnEar Consulting
    96-E. Aligning Your Organization to Empower Residents
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    96-E. Aligning Your Organization to Empower Residents

    In the wake of the COVID-19 pandemic, the value proposition for life care communities must shift from the current “care model,” which focuses on helping residents survive, to a “citizen model” that empowers residents to thrive. Organizations that adopt this new vision have the potential to enhance their mission, improve their margins, and spawn new business models designed to improve the well-being of older adults. Hear how one life plan community made this vision a reality, measure the tangible benefits of pivoting toward a citizen empowerment model, and get tips for implementing strategic culture change in your organization.

    Speakers:

    • Jill Vitale-Aussem, President and CEO, Christian Living Communities
    • John Franklin, Founder and Principal, Pearl Creek Advisors, LLC
    • Ryan Frederick, Founder & CEO, SmartLiving 360
    • Verna Cavey, Resident/Educator, Clermont Park, CLC
    107-E. Clearing the Regulatory Fog After COVID
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    107-E. Clearing the Regulatory Fog After COVID

    Throughout the coronavirus pandemic, the Centers for Medicare & Medicaid Services (CMS) has issued blanket waivers of its post-acute regulations and interim final regulations governing health care and nursing home reporting and communications. CMS also proposed regulations to finalize several elements of Phase 3 of the Requirements of Participation. This session will help you clear the regulatory fog so you understand the changes made during the pandemic, which blanket waivers remain and which ones have ended, and the interplay between the Phase 3 Requirements of Participation and the skilled nursing regulatory changes made during the pandemic.

    Speakers:

    • Sean Fahey, Attorney, Hall Render Killian Heath & Lyman PC (IN Office)
    • Todd Selby, Shareholder, Hall, Render, Killian, Heath & Lyman, PC (CO Office)
    108-E. PACE Policy Update
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    108-E. PACE Policy Update

    Will Congress allow Programs of All-Inclusive Care for the Elderly (PACE) to be reimbursed for conducting audio-only telehealth visits? Will the Centers for Medicare & Medicaid Services (CMS) update PACE rules in Medicare Advantage regulations? Which state Medicaid programs have the most efficient approach to certifying PACE programs? This session will answer these burning questions and assess the landscape of PACE organizations during and beyond COVID-19. CMS officials and Congressional staff who work on PACE operational and financing issues will address legislative priorities and share insights on current and new regulations affecting PACE organizations and the people they serve.

    120-E. Overcoming Social Distancing with Person-Centered Care
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    120-E. Overcoming Social Distancing with Person-Centered Care

    Providers of aging services weren’t prepared to keep residents engaged and active while complying with pandemic-related social distancing restrictions. Hear from a post-acute provider that met this challenge by implementing a Montessori approach and Tailored Activity Programs (TAP) to create worthwhile and meaningful roles, routines, and activities for residents while improving employee satisfaction. Presenters will describe the impact of Montessori and TAP programming on quality of care and employee retention/satisfaction, and will share tips for developing a good workplace culture, addressing the needs of varying shifts and employee levels, overcoming barriers and challenges, and measuring satisfaction and return on investment.

    Speakers:

    • Dr. Kathleen Weissberg, Director of Education, Select Rehabilitation, LLC
    • Kathleen Roberts, Director of Dementia Care Strategy, Living Branches
    121-E. Job Resignation in Nursing Homes: Lessons from COVID-19
    Tuesday, October 26, 2021
    8:00 a.m. - 9:00 a.m. (E)

    121-E. Job Resignation in Nursing Homes: Lessons from COVID-19

    At the height of the coronavirus pandemic, LeadingAge conducted a study to determine how COVID-related work stress and employer supports influenced the decision of professional caregivers in nursing homes to leave their jobs. Session presenters will describe their study, including findings indicating that high levels of stress increase the risk of resignation among care staff, while high-quality communication can lower that risk. Discover the study’s implications for providers, take home lessons about the importance of employer communication and caregiver preparation during any public health crisis, and identify how employers can reduce turnover by addressing employee challenges.

    Speakers:

    • Natasha Bryant, Managing Director/Senior Research Associate, LTSS Center, LeadingAge
    • Robyn Stone, SVP, Research/Co-Director, LTSS Center, LeadingAge
    • Verena Cimarolli, Director, Health Services Research and Partnerships, LeadingAge

    3:00 p.m. - 4:00 p.m. (F)

    8-F. Plan Your Response to Cybersecurity Threats
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    8-F. Plan Your Response to Cybersecurity Threats

    In the wake of the COVID-19 pandemic, health care providers are facing new and more frequent cyberattacks and security breaches. You can avoid the expense and compliance headaches that come with these data breaches. But first, you must understand the threats and create a strong prevention plan and response strategy that involves both IT professionals and less tech-savvy team members. This session will help you do just that. Identify the top threats to data security, get tips on the most effective auditing and monitoring strategies, and learn the best ways to ensure data privacy and technology compliance.

    Speakers:

    • Jennifer Griveas, Chief Human Resources Officer & General Counsel, Eliza Jennings
    • Michael Gray, Director of Information Technology, Eliza Jennings
    9-F. Connectivity is Key: Does Your Network Measure Up?
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    9-F. Connectivity is Key: Does Your Network Measure Up?

    Reliable Wi-Fi is a top amenity for your residents and it's also crucial for your operations. Residents want to use their electronic devices to socialize, work remotely, shop online, and watch favorite shows. Similarly, your organization needs a strong Wi-Fi network to support care- and safety-related operations. Achieving these goals requires a property-wide, fully managed, and purpose-built Wi-Fi network that provides a good user experience. Hear from two senior living communities that have successfully implemented a managed and secure Wi-Fi network, gain insight into the critical components of their transition, and learn how to maintain reliable and seamless Wi-Fi connectivity.

    Speakers:

    • Bryan Rader, Executive Vice President, Sr Living, Single Digits for Senior Living (formerly Inviacom)
    • Heather March, Executive Director, Croasdaile Village Retirement Community
    • Rick Ware, Senior IT Director, Friendship Village Senior Living Communities
    20-F. Designing WITH People Who Live With Dementia
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    20-F. Designing WITH People Who Live With Dementia

    Design of the physical environment can have a profound effect on people living with dementia. That’s why organizations implementing new developments must listen to and partner with people living with dementia throughout the planning process to find out how and where they want to live and how the built environment can reflect those preferences. Join CEOs from two communities with unique approaches to supporting people with dementia, and hear from people living with dementia about how they participated in shaping the design of the places where they live and how these environments affect their daily lives.

    Speakers:

    • Eric McRoberts, Partner, RLPS Architects
    • Gregory Storer, President/Chief Executive Officer, Williamsburg Landing, Inc.
    • Michael Smith, President and CEO, LiveWell
    30-F. How Do We Move Toward Racial Equity?
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    30-F. How Do We Move Toward Racial Equity?

    Join Glenn Harris, president and CEO of RaceForward, as he describes what racial equity look likes in practice, and how providers of aging services can begin operationalizing and organizing for racial equity within their organizations. RaceForward is dedicated to building awareness of racial justice and addressing racial justice issues through transformative leadership, ideas, and information. This session supports LeadingAge’s long-standing commitment to diversity, equity, and inclusion (DEI), and its desire to tell the DEI story in Atlanta, a city that was the epicenter of the Civil Rights Movement in the 1960s and the voting rights movement in 2021.

    Speakers:

    • Glenn Harris, President, Race Forward
    41-F. How to Create an Inclusive Leadership Culture
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    41-F. How to Create an Inclusive Leadership Culture

    Will baby boomers make our service delivery system obsolete? How do we maintain financial sustainability with declining government funding? How do we create a more inclusive culture? CEOs don’t have to answer these and other big questions by themselves. This session will introduce you to “Distributed Authority,” a way to empower your organization’s leaders, down to the front line, to solve problems together. An organizational coach will identify the three ingredients of Authority Distribution and describe how to implement them, while two LeadingAge CEOs will discuss how they are striving to create an inclusive leadership culture in their organizations.

    Speakers:

    • Brad Zimmerman, Co-Founder and Partner, Phoenix Performance Partners
    • Dave Gehm, President & CEO, Wellspring Lutheran Services
    • Jill Wilson, President & CEO, Otterbein SeniorLife
    42-F. Governance and Operations: Where Should Boards Focus?
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    42-F. Governance and Operations: Where Should Boards Focus?

    Fulfilling its fiduciary responsibility requires that a board of directors is aware of its organizations’ day-to-day business, but boards must avoid the temptation to focus too much of their finite time on operations. This session will highlight ways to keep the board focused squarely on its governance function. Participants will explore the basic responsibilities of a nonprofit board, including the "duty of foresight"; learn how to make sure the board’s composition reflects the organization’s strategic focus areas; and get tips for using board processes—including agenda management, information flow, and meeting evaluations—to keep the board’s work on track.

    Speakers:

    • Jane Mack, President/CEO, Friends Services Alliance
    56-F. Designing Affordable Housing to Support Engagement and Health
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    56-F. Designing Affordable Housing to Support Engagement and Health

    Follow 2Life Communities’ journey to redevelop J.J. Carroll, a 64-unit affordable housing community in Brighton, MA. Representatives of the Boston-based affordable housing developer will describe how the redesigned J.J. Carroll preserves residents’ connections with neighbors, offers neighborhood-oriented retail space and a Program of All Inclusive Care for the Elderly (PACE), and promotes resident health and well-being. Participants will take home tools for affordable housing development, discover community-based design features that combat social isolation while preventing the spread of infectious diseases, and explore innovations in housing and healthcare integration that prevent and postpone nursing home placements.

    Speakers:

    • Jonathan Evans, Principal, Mass Design Group
    • Lizbeth Heyer, Chief of Real Estate and Innovation, 2Life Communities
    • Robert Wakefield, Jr., CEO, Element Care
    57-F. Why Single-Site Life Plan Communities Continue to Thrive
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    57-F. Why Single-Site Life Plan Communities Continue to Thrive

    How will single-site life plan communities fare in a market that continues to present opportunities for mergers, acquisitions, and affiliations? Representatives of Lenbrook, a single-site life plan community in Atlanta, will identify key factors that helped their community thrive, its advantage over multisite organizations, and recent innovations that helped it respond to consumer needs and preferences. Presenters will explore factors contributing to the success of single-site life plan communities, and the commonalities that high-performing single-site communities share. They will also explore the long-term effects of the pandemic on the senior living field and on single-site life plan communities.

    Speakers:

    • Aaron Rulnick, Managing Principal, HJ Sims
    • Christopher Keysor, CEO, Lenbrook Atlanta
    • Felecia Sveda, Vice President of Hospitality Services, Lenbrook Atlanta
    • Nick Roberts, Vice President, HJ Sims
    68-F. Overcome Your Post-Pandemic Marketing Challenges
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    68-F. Overcome Your Post-Pandemic Marketing Challenges

    The coronavirus pandemic brought about a fundamental shift in how older adults view senior living. These views will persist beyond the pandemic and could affect future occupancy and sales. This session will draw on data from national- and community-level resident surveys to illustrate pandemic-related marketing challenges and shed light on how communities can adapt their outreach to reach out to and build connections with prospective residents. Presenters will guide attendees in creating a community identity that can become a springboard for building consumer trust. Participants will gain insight into marketing approaches that can be most successful in changing times.

    Speakers:

    • Emily Jimerson, Senior Associate, SFCS Architects
    • Hoppy Sell, President, Spectrum Consultants, Inc.
    • Rob Love, President & CEO, Love & Company, Inc.
    • Tye Campbell, , SFCS Architects
    81-F. Using PDPM to Thrive During and Beyond the Pandemic
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    81-F. Using PDPM to Thrive During and Beyond the Pandemic

    Many providers of aging services are struggling just to stay afloat, given increased costs and census loss associated with the COVID-19 pandemic. Successful skilled nursing facilities have improved their bottom line during 2020 and 2021 by implementing strategies to increase accuracy of Patient Driven Payment Model (PDPM) rates. A health consultant and self-described “PDPM nerd” will help you understand how your organization can use these strategies to improve reimbursement, increase census, configure electronic medical records to drive accurate PDPM rates, streamline workflow for administrative and frontline staff, and meet the ongoing needs of your community.

    Speakers:

    • Josh Bagley, Administrator, Goodwin House Alexandria
    • Melissa Brown, Chief Operating Officer, Gravity Healthcare Hacks Podcast
    82-F. After the Pandemic: Moving Forward by Looking Back
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    82-F. After the Pandemic: Moving Forward by Looking Back

    COVID-19 continues to challenge the field of long-term services and supports (LTSS) as providers across the country continue working hard to manage the pandemic. This session will examine how providers have battled the pandemic to date: what worked, what didn’t, and what could be done differently. Presenters will explore how to develop relationships that can help you prevent and manage COVID-19 cases, deliver care in accordance with residents’ wishes, communicate with all stakeholders, and make plans for potential future waves of COVID-19. Take home insights and guidance on how to use lessons from the past to move forward effectively.

    Speakers:

    • Jayne Warwick, Senior Director, Medical Records Compliance, PointClickCare
    97-F. Yoga: It’s Not Just for Residents Anymore
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    97-F. Yoga: It’s Not Just for Residents Anymore

    Yoga is a versatile tool that comes in many forms and can enhance leadership, enrich stress management, and facilitate trauma-informed care in senior living communities. Yoga also can support resilience, peace, and positive energy among residents and team members. Two certified yoga instructors—one a physician and hospice provider and the other a nursing home administrator—will help you understand the various kinds of yoga practice and what it takes to introduce yoga to a community in a way that supports everyone. Participants will experience a short demonstration of chair yoga as a form of self-care.

    Speakers:

    • Sonja Richmond, Medical Director, Forest Hills of DC – Inclusive Senior Living
    • Tina Sandri, Executive Director, Forest Hills of DC – Inclusive Senior Living
    98-F. Bringing a Montessori Preschool to Senior Living
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    98-F. Bringing a Montessori Preschool to Senior Living

    Intergenerational programs have been shown to offer myriad benefits to both young and old participants. That’s been the case at Wesley, a LeadingAge member in Des Moines, WA, which collaborated with Bezos Academy, a tuition-free, Montessori-inspired preschool organization dedicated to educating underserved children. Representatives from both organizations will be on hand to explain how they established the first Bezos Academy preschool on the Wesley campus, and how other LeadingAge members could do the same. Review the program’s objectives, the benefits it offers to Wesley residents, how it was funded, and how it helped Wesley advance its social accountability program.

    Speakers:

    • Kevin Anderson, President & CEO, Wesley
    • Scott Edison, Partnerships, Bezos Academy
    109-F. A Bold Policy Vision for Long-Term Services and Supports
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    109-F. A Bold Policy Vision for Long-Term Services and Supports

    The coronavirus pandemic exposed the multi-decade neglect of long-term services and supports (LTSS) by national policymakers. Now it’s time for those policymakers to make tough but necessary decisions to ensure that the LTSS sector can respond to our nation’s changing demographics. This panel of LeadingAge experts will outline a vision for LTSS that fortifies mission-focused providers, gives consumers the security of knowing the nation has an LTSS plan that won’t bankrupt them or burden their families, and identifies a financing strategy to pay for that plan. We’ll discuss the politics of LTSS financing reform and explore steps for achieving change.

    Speakers:

    • Ruth Katz, SVP of Public Policy and Advocacy, LeadingAge
    122-F. Supporting Team Members During Trying Times
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    122-F. Supporting Team Members During Trying Times

    The coronavirus pandemic underscored a basic, long-standing truth about aging services organizations: employees are our greatest asset. But COVID-19 also raised awareness about another, sometimes overlooked, truth: our valued employees experience multiple stressors in their daily lives, even as they work to serve residents and clients. This session will focus on a variety of programs that can support employees during trying times, encourage self-care, and enhance retention. Presenters will discuss creative self-care programs that a Maryland-based life plan community offers its employees, including counseling, self-care activities, care packages and free meals, enhanced communication, and increased participation in organizational decision-making.

    Speakers:

    • Jennifer Jimenez Marana, Director of Diversity and Inclusion, Broadmead
    • Yolanda Johnson, Vice President of Human Resources, Broadmead
    123-F. Virtual Reality: Changing the Way Caregivers Learn
    Tuesday, October 26, 2021
    3:00 p.m. - 4:00 p.m. (F)

    123-F. Virtual Reality: Changing the Way Caregivers Learn

    Try out virtual reality (VR) technology and experience first-hand how VR can accelerate caregiver education and lead to a deeper understanding of aging and older adults. A VR expert will share how virtual reality is being used to develop cutting-edge training programs that conserve resources and promote employee satisfaction. Session attendees will experience the full VR training framework, which involves reflecting on your experience working with elders living with dementia and then stepping into the shoes of an older adult to experience first-hand what it feels like to encounter and attempt to cope with sensory, language processing, and language expression challenges.

    Speakers:

    • Carrie Shaw, Carrie Shaw, Embodied Labs
    • Dawn Selleck, CNA Training Instructor, Benedictine Living Community - Winona
    • Erin Washington, Head of Product, Embodied Labs
    • Jenna Barkeim, Registered Nurse/CNA Training Instructor, Benedictine Living Community - Winona
    • Kimberly Nahrgang, RN Staff Development Director/Training Center Coordinator, Benedictine Living Community - Winona

  • Wednesday, October 27, 2021

    10:30 a.m. - 11:30 a.m. (G)

    10-G. Internet Connectivity in Affordable Housing
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    10-G. Internet Connectivity in Affordable Housing

    Accessing the internet is a “prerequisite to full and meaningful participation in society,” according to the Federal Communications Commission. Unfortunately, older adults living in affordable senior housing communities often lack digital connectivity. As a result, they may have little or no access to healthcare and other supports, and limited interaction with family and friends. This session will review different approaches to providing connectivity, including programs that support and/or subsidize connectivity, business models that enable connectivity, and opportunities for providers to establish and support a connectivity infrastructure. Organizations that have supported resident connectivity in affordable senior housing will share their experiences.

    Speakers:

    • Majd Alwan, SVP of Technology and Business Strategy/Executive Director, CAST, LeadingAge
    • Scott Code, Senior Director, CAST, LeadingAge
    11-G. Bridging the Interoperability Gap in Post-Acute Care
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    11-G. Bridging the Interoperability Gap in Post-Acute Care

    What does true interoperability really mean? How close is your organization to achieving connected care? Post-acute care providers attending this session will get answers to these questions and gain insight into what their referral sources really care about when it comes to exchanging data and documentation electronically. Discover the role interoperability plays in a physician’s decision to refer patients to your care setting, find out what software vendors are doing to close the interoperability gap, and take home practical advice about what you can do today to advance your interoperability strategy and position your organization for success.

    Speakers:

    • Nick Knowlton, VP, Business Development, Brightree LLC
    21-G. Designing Spaces that Promote Engagement
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    21-G. Designing Spaces that Promote Engagement

    Well-designed amenity spaces can encourage activity and engagement in senior living. But pandemic-related restrictions on use of those spaces exacerbated social isolation and loneliness, and made it more difficult to maintain a sense of camaraderie among residents. Two architects and a senior living manager will discuss strategies for assessing and modifying your community’s sensory attributes to enhance feelings of home and a sense of belonging. They will share master planning and building design solutions that support safe gatherings, offer strategies for aligning operational decisions with the design of the physical environment, and impart planning and design concepts that promote engagement.

    Speakers:

    • Andrew Alden, Senior Associate / Senior Project Designer, AG Architecture
    • Eric Harrmann, Senior Associate, AG Architecture
    • Matt Mauthe, CEO, Marquardt Village
    31-G. Strategies for Providing Culturally Sensitive Care
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    31-G. Strategies for Providing Culturally Sensitive Care

    American Indian and Alaska Native (AI/AN) elders receive culturally appropriate care in nursing homes and assisted living communities operated by tribes and AI/AN organizations. These settings offer their residents support with activities of daily living while helping them maintain ties with their communities, families, cultures, and traditions. This session will highlight strategies for providing culturally sensitive care that non-tribal settings can use to enhance the well-being of elders. Participants will learn about a person-centered approach to care that honors traditions, promotes cultural activities, supports elders’ spiritual well-being, trains staff to provide culturally sensitive care, and leverages partnerships and community support.

    Speakers:

    • Deb Arbogast, Administrator, Medicine Wheel Village
    • Ina Weed, Human Resources Manager, Morning Star Care Center
    • Jared Denton, Regional Manager for Native American Facilities, Native American Health Management
    • Joseph Ray, Board Member, Laguna Rainbow Nursing Center
    • Ron Ross, CEO, Native American Health Management
    • Tami Reed, Administrator, Morning Star Care Center
    • Tiffany Shangreau, Administrator, Oglala Sioux Lakota Nursing Home
    • Wilma Two Lance Standing Bear, Member, Oglala Sioux Tribe
    43-G. What’s So Great About Emotional Intelligence?
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    43-G. What’s So Great About Emotional Intelligence?

    The events of the past year have underscored how resilient and empathetic leaders can enhance the well-being of an organization’s staff, residents, and families. Leaders who demonstrate emotional intelligence (EQ) in their daily practice are significantly better at communicating, inspiring, and supporting stakeholders, and in hiring, motivating, and retaining staff. This session will explore EQ’s key components and how incorporating EQ into a leadership approach can result in lower staff turnover, higher occupancy, increased resident satisfaction, and improved relations inside and outside the community. Participants will also learn to incorporate EQ into their messaging, marketing campaigns, and recruitment process.

    Speakers:

    • Andrew Applegate, President & CEO, Arbor Acres United Methodist Retirement Community, Inc.
    • Jeffrey Bilson, President, Druthers Agency Inc.
    58-G. Launching a Successful Life Plan Community during COVID
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    58-G. Launching a Successful Life Plan Community during COVID

    Join representatives from RiverWoods Group, Ziegler, and Greystone to explore how a New Hampshire-based senior living organization developed RiverWoods Durham, a life plan community that opened just before the pandemic. Discover how Riverwoods Durham secured low-cost capital and maintained a stable occupancy by establishing a strong and creative marketing effort and managing a disciplined development process. Presenters will offer tips for positioning a new life plan community for success, securing favorable financing terms, and leveraging organizational strength to efficiently and effectively open and operate a new life plan community—even in the midst of a health crisis.

    Speakers:

    • Brad Straub, Executive Vice President, Greystone
    • Cathleen Toomey, VP of Marketing, The RiverWoods Group
    • Keith Robertson, Managing Director, Ziegler
    • Kevin Goyette, CFO, The RiverWoods Group
    • Kim O'Keefe, Executive Director, RiverWoods Durham
    69-G. Milestone-Based Planning: Maximizing Results in Troubled Times
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    69-G. Milestone-Based Planning: Maximizing Results in Troubled Times

    External market instability—whether it is brought on by a pandemic or a community repositioning—can affect your organization’s ability to achieve occupancy, revenue, and growth goals. Aging services professionals can quickly and effectively respond to such market volatility by carrying out milestone-based planning. Let marketing and sales experts introduce you to milestone-based planning, and hear how Phoebe Ministries, a Pennsylvania-based senior living system, successfully navigated the COVID-19 pandemic using this approach. Walk through steps for developing and implementing milestone-based planning approaches in marketing and sales that will help you maximize results while weathering revenue and resource shortages.

    Speakers:

    • Brynn Buskirk, VP, Marketing and External Relations, Phoebe Ministries
    • Katie Beaver, Account Director, Creating Results, Inc.
    • Kimberly Hulett, President, Creating Results, Inc.
    83-G. Managing Mobility: Transportation, Health, and Quality of Life
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    83-G. Managing Mobility: Transportation, Health, and Quality of Life

    Access to reliable transportation is key to health and quality of life for a community’s older residents, family caregivers, staff members, and volunteers. Representatives of Kendal at Oberlin will be joined by a recognized transportation expert to help you assess your community’s transportation needs and take a holistic approach to managing mobility. Presenters will review innovative models for managing transportation services, including older driver safety initiatives, ride-hailing and car-sharing options, travel training, and initiatives to support family caregivers transporting loved ones. Participants will take home replicable strategies for reducing transportation and mobility barriers while addressing liability concerns.

    Speakers:

    • Barbara Thomas, CEO, Kendal at Oberlin
    • Jed Johnson, Managing Director - Aging Services, CARF-CCAC
    • Nora Adelmann, Senior Vice President, Governance & Stratgy, The Kendal Corporation
    84-G. Infection Preventionists in Nursing Homes
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    84-G. Infection Preventionists in Nursing Homes

    The coronavirus pandemic focused new attention on the role of infection preventionists—the professionals who make sure nursing home caregivers and care recipients are doing everything necessary to prevent infections in their care settings. This session will present a framework for implementing practices for infection prevention and control in nursing homes. Presenters will identify resources to help support an infection prevention program, and will encourage participants to talk with one another about the challenges nursing homes faced during the pandemic and the strategies they used to prevent the spread of COVID-19.

    Speakers:

    • Anna Peterson, Infection Preventionist, Presbyterian Homes and Services
    • Janine Finck-Boyle, VP of Regulatory Affairs, LeadingAge
    99-G. Connecting Individual and Environmental Wellness
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    99-G. Connecting Individual and Environmental Wellness

    John Knox Village in Pompano Beach, FL, ingrained the definition of well-being—the state of being comfortable, healthy, or happy—into its ethos as it moved through an award-winning planning effort that connected individual wellness with environmental wellness. Listen as residents, team members, and design professionals explain how the community used design and planning principles to capitalize on the community’s assets, elevate the experience of residents and team members, and provide opportunities for everyone to develop a sense of purpose, well-being, and social connectedness. Take home how-to steps, lessons learned, and best practices for achieving a wellness-oriented community and brand.

    Speakers:

    • Ellen Issacs, Resident, John Knox Village of Florida, Inc.
    • Hillary DeGroff, Associate, Perkins Eastman
    • Martin Siefering, Principal, Perkins Eastman
    • Monica McAfee, Chief Marketing and Innovation Officer, John Knox Village of Florida, Inc.
    100-G. How to Prepare Older Adults for Aging Solo
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    100-G. How to Prepare Older Adults for Aging Solo

    Whether by choice or circumstance, many older adults find themselves “aging solo” without the support system traditionally provided by family. Iona Senior Services in Washington, DC, offers Aging Solo classes to better equip older adults to make plans and decisions so they can prevent crisis situations that could arise when their ability to function decreases. A social worker and wellness coordinator from Iona will explore the aging solo concept, discuss the importance of and barriers to planning for aging, and introduce the Aging Solo curriculum, which participants can use to create their own programs and services.

    Speakers:

    • Andy Miller, Senior Wellness Director, IONA Senior Services
    • Deborah Rubenstein, Director of Client Services, IONA Senior Services
    110-G. State Efforts to Finance Long-Term Services and Supports
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    110-G. State Efforts to Finance Long-Term Services and Supports

    The growing need for long-term services and supports (LTSS) poses significant challenges to individuals and governments. This session will document the federal government’s continuing failure to tackle these challenges, and will review six state initiatives aimed at filling the void by establishing social insurance programs to finance LTSS. Presenters will share lessons that government officials, consumer advocates, and LTSS providers can use to spur LTSS financing efforts in their states. Hear about a range of vetted approaches states could take to establish a social insurance program, including challenges associated with program startup, administration, monitoring, evaluation, and modification.

    Speakers:

    • Edward Miller, Professor of Gerontology and Public Policy, University of Massachusetts; Boston Campus Gerontology Institute
    • Eileen Tell, ,
    • Marc Cohen, Director, Center for Long Term Services and Supports, University of Massachusetts; Boston Campus Gerontology Institute
    111-G. Employee Benefits: Legal and Regulatory Update
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    111-G. Employee Benefits: Legal and Regulatory Update

    Tap into the knowledge and experience of an attorney, head of compliance, HR professionals, and a CEO to explore the legal and regulatory aspects of your employee benefits program. The discussion will focus on compliance challenges from the field and how the COVID-19 pandemic has and will continue to impact compliance for the foreseeable future. The panel will examine changes in Affordable Care Act regulations, mandates from the new administration, and costly pitfalls to avoid. Panel and audience members will tease out strategies related to workforce development, and explore how an employee benefits plan impacts recruitment and retention.

    Speakers:

    • Andrew Jeanneret, CFO, Asbury Communities, Inc.
    • Carol McKinley, President & CEO, Simpson Senior Services
    • James Silkworth, Vice President, Human Resources, United Methodist Homes - NY
    • Lee Sommars, Executive Vice President, Lockton Insurance Brokers
    • Mark Holloway, Senior Vice President, Director, Compliance Services, Lockton Insurance Brokers
    124-G. ReST: Addressing Moral Distress Through Peer Support
    Wednesday, October 27, 2021
    10:30 a.m. - 11:30 a.m. (G)

    124-G. ReST: Addressing Moral Distress Through Peer Support

    The Resilience Strength Time (ReST) program, sponsored by LeadingAge member Volunteers of America (VOA), is a free, confidential, group process that supports emotional resilience in people struggling with isolation, fatigue, frustration, anxiety, and a sense of inadequacy or failure. This session will describe the online VOA|ReST program and educate participants about how the program uses peer support to enable small groups of people to connect with each other, share their feelings, and recover from moral distress. Find out how to sign up for and use VOA|ReST when people you know need support.

    Speakers:

    • Rita Nakashima Brock, Senior Vice-President & Director of Shay Moral Injury Center, Volunteers of America

    12:00 p.m. - 1:00 p.m. (H)

    12-H. Leveraging Technology to Build Community During COVID
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    12-H. Leveraging Technology to Build Community During COVID

    Even though older adults were separated from each other during the COVID-19 pandemic, providers of aging services found innovative ways to ensure that residents and clients maintained social connections and reduced social isolation. Baltimore-based Keswick Community Health will share how it retrained campus staff, upgraded technology, and worked with local organizations to help at-risk older adults with low incomes engage with others. Gain insight into effective ways to promote technology utilization among older adults in urban settings by utilizing virtual and socially distanced environments. Discover how working with community partners can help you expand outreach to underserved older populations.

    Speakers:

    • Adam Decker, Educator & Operations Manager, Keswick Community Health
    • Maria Darby Johnson, COO, Keswick Community Health
    • Susan Bender, Director of Education, Keswick Community Health
    22-H. Improving Your Bottom Line with a Culinary Center of Excellence
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    22-H. Improving Your Bottom Line with a Culinary Center of Excellence

    Operating several disconnected kitchens and dining venues can be challenging for a life plan community. But centralizing food production in a culinary center of excellence can increase efficiency, simplify labor requirements, and increase resident satisfaction. Representatives of a large life plan community with 10 dining venues will describe how they established a central scratch kitchen that helped improve food quality across all care settings, reduce FTEs, improve employee retention, lower food costs, reduce use of processed foods, and cut food waste. Take home best practices you can use to make similar improvements.

    Speakers:

    • Jay Weingarten, Architect, RDG Planning & Design
    • Jeremy Fry, Executive Director Culinary Services, Menno Haven
    • Matt Schuler, Dir. of culinary development, Scopos Hospitality Group
    32-H. Creating Brave Spaces for Conversations about Diversity
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    32-H. Creating Brave Spaces for Conversations about Diversity

    How can your organization provide space for meaningful dialogue about important social issues without allowing varying viewpoints to cause friction and division? This session will share guidelines for creating Brave Spaces that foster trusting, open, and honest dialogue at the staff, board, and resident levels. Presenters will describe how they used these guidelines to create spaces where people could share feelings and opinions about race and work, and then begin working together to bring about change. Session attendees will join small groups to discuss how to apply Brave Spaces guidelines to their organization’s DEI efforts.

    Speakers:

    • Jennifer Jimenez Marana, Director of Diversity and Inclusion, Broadmead
    • Marsha Wesley Coleman, Dir of Leadership Development & Training, Friends Services Alliance
    44-H. How Boards Help Create Healthy and Ethical Organizations
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    44-H. How Boards Help Create Healthy and Ethical Organizations

    Nonprofit senior living organizations need strong governance so they can address the realities of today’s complex and changing service environment and remain competitive and relevant in the face of disruption, innovation, and risk. Presenters will share best practices for creating a healthy and ethical organization that has a clear mission, aligned strategies, managed risk, and strong controls. Attendees will walk away with a better understanding of board members’ oversight role as independent directors and champions for integrity and ethics. You’ll recognize how enhancing governance capability and outcomes can enhance your organization’s current and future health, reputation, and competitive success.

    Speakers:

    • Bill Bojan, Director - Governance Advisory & Business Risk Services Group, CLA
    • Denice Jasper, Board Member, Vista Prairie Communities
    • Jim Bettendorf, President & CEO, Vista Prairie Communities
    • Mario Mckenzie, Partner, CLA
    59-H. Linking Planning and Design for a Community-Based NORC
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    59-H. Linking Planning and Design for a Community-Based NORC

    Aldersgate returns to the LeadingAge Annual Meeting to provide an update on its five-year effort to carry out a strategic planning process focused on revisioning a conventional life plan community campus in Charlotte, NC, while creating a Naturally Recurring Retirement Community in a new, mixed-use, mixed-income intergenerational community. This session will revisit Aldersgate’s strategic planning process, including its strengths, weaknesses, modifications, and extensions. Presenters will highlight key steps that senior living organizations can take to link strategic planning with a physical master plan, and will offer tips for conducting inclusive and comprehensive outreach to current residents and the broader community.

    Speakers:

    • Suzanne Pugh, President & CEO, Aldersgate
    • Terry Shook, Partner, Shook Kelley, Inc.
    70-H. Predictive Analytics: Connecting Past Performance to Future Success
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    70-H. Predictive Analytics: Connecting Past Performance to Future Success

    Communities with an eye on the future must embrace a data-driven approach to their strategic plans. Consider how Maryland-based Ingleside and its three communities became more data-driven by making a commitment to understanding the efficacy of previous marketing communication initiatives, developing a dynamic dashboard for decision-making, quantifying the true impact of COVID-19 on community performance, employing predictive modeling around key performance indicators, and developing a consolidated website for efficiency and stronger search performance. Participants will discover how to connect descriptive analytics of past performance with future decision-making, and the connection between analytical insights and digital communication strategies.

    Speakers:

    • Derek Dunham, Vice President Client Services, Varsity
    • Katerina Trajkova, Marketing Specialist, Ingleside
    • Zackary Collevechio, Statistical Analyst, Wild Fig Data/Varsity
    85-H. Revitalize Your Community: Adopt an Entrepreneurial Spirit
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    85-H. Revitalize Your Community: Adopt an Entrepreneurial Spirit

    Some nonprofit communities are incorporating principles of “social entrepreneurship” into their culture, structures, and programming to stay competitive and energize their missions. Meet two representatives from nonprofit life plan communities that underwent extraordinary shifts during unprecedented times and overcame bureaucracy, risk-aversion, and “paralysis by analysis” to reinvent themselves. Leveraging these inspiring stories, two marketing professionals and two life plan community leaders will explore key principles of social entrepreneurship and offer lessons to help your organization adopt an entrepreneurial spirit that allows you to maximize success, implement solid branding and repositioning tactics, and engage your board in your success.

    Speakers:

    • Brooks Shelley, Director of Marketing and Brand Strategy, Aldersgate
    • Cynthia Thurlow Cruver, Principal, 3rdThird Marketing
    • Derek Dujardin, Creative Director, 3rdThird Marketing
    • Don Warfield, Vice President Marketing & Culinary Coaching, 3rdThird Marketing
    • Lisa Burkhart, Executive Director, Westerwood
    • Samantha Robbins, Board Member, Friendship Village Senior Living Communities
    86-H. Preserving Affordable Senior Housing: Is RAD Right for You?
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    86-H. Preserving Affordable Senior Housing: Is RAD Right for You?

    Housing communities that have Project Rental Assistance Contracts (PRAC) and participate in the Section 202 Supportive Housing for the Elderly Program are newly authorized to participate in the Rental Assistance Demonstration (RAD) at the U.S. Department of Housing and Urban Development (HUD). Converting to long-term, project-based Section 8 contracts through RAD can help these housing providers recapitalize and preserve their affordable communities. Is RAD right for you? This session will pull back the curtain on how PRAC conversion deals work, how to best position your property before conversion, and how to leverage HUD as your partner along the way.

    Speakers:

    • Juliana Bilowich, Director, Housing Operations & Policy, LeadingAge
    • Linda Couch, Vice President, Housing Policy, LeadingAge
    101-H. Debunking the Myths about Resident-Directed Communities
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    101-H. Debunking the Myths about Resident-Directed Communities

    Resident-directed communities are too often portrayed as complicated and something to be feared. An administrator and a resident at Christian Living Communities in Englewood, CO, will debunk those myths by offering a clear explanation of what resident-directed communities entail and how they benefit team members and residents alike. Participants will discover how the attitudes and practices of resident-directed communities instill a healthy balance of giving and receiving in residents; offer residents a sense of empowerment as active, valued, and fulfilled citizens; and enhance innovation and participation. Presenters will provide simple tools for initiating a resident-directed culture in your community.

    Speakers:

    • Moriah Bernhardt, Sr. Director of Programs, Christian Living Communities
    • Verna Cavey, Resident/Educator, Clermont Park, CLC
    112-H. COVID-19 Liability Protections, Claims, and Defenses
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    112-H. COVID-19 Liability Protections, Claims, and Defenses

    COVID-19 is bringing unprecedented challenges to the field of long-term services and supports (LTSS), including pandemic-related litigation. Three attorneys—two from LTSS communities and one from LeadingAge—will be on hand to discuss the types of pandemic-related claims affecting the LTSS field, and the potential application of state and federal civil liability protections, immunity, and other defenses to these claims. Attendees will receive guidance on how to mitigate and prepare to defend any future claims, and the relationship between this litigation, insurance rates, and insurance carriers moving forward.

    Speakers:

    • Cory Kallheim, Esq., VP, Legal Affairs and Social Accountability, LeadingAge
    • Glenn Fox, Exec VP and General Counsel, Acts Retirement-Life Communities, Inc.
    • Tara Clayton, Senior Claim Consultant, Willis Towers Watson
    125-H. Creative Engagement: Building a Purpose-Driven Culture
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    125-H. Creative Engagement: Building a Purpose-Driven Culture

    Taking a person-centered approach to workforce development can help you build a more empathetic and purpose-driven organizational culture. Leaders at Covia Communities in Walnut Creek, CA, will describe how they used a creative engagement program to support team building, problem-solving, and employee satisfaction. They’ll share principles, examples, and tips for creative engagement, and guide you through interactive exercises to help you see your organization and yourself in a new way. Discover how you can encourage a culture shift within your organization, and gain the tools you need to create a co-learning environment that supports professional growth among team members.

    Speakers:

    • Jessica McCracken, Vice President of Programming and Development, Front Porch
    • Katie Wade, Social Call Director, Front Porch
    126-H. How to Ensure Safe Care for Seniors
    Wednesday, October 27, 2021
    12:00 p.m. - 1:00 p.m. (H)

    126-H. How to Ensure Safe Care for Seniors

    Most instances of maltreatment analyzed by LeadingAge Minnesota in 2017 involved human error, risky behavior, and organizational system issues—not purposeful or reckless staff behavior. Based on these findings, LeadingAge Minnesota launched Safe Care for Seniors, which promotes key actions to improve quality and safety outcomes in care settings. A LeadingAge Minnesota executive and a patient safety expert will describe Safe Care for Seniors; explain the difference between workplace, at-risk, and reckless behaviors; and offer tips on how you can address each type. Discover how your organization can implement a culture of safety that supports staff while preventing adverse events.

    Speakers:

    • Barbara Olson, Chief Clinical Officer, The Just Culture Company
    • Julie Apold, VP of Quality and Performance Excellence, LeadingAge Minnesota