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Agenda
AHCA/NCAL Independent Owner (IO) Leadership ConferenceFor Profit Owners and Not for Profit Operators of Ten or Fewer Facilities
March 14 – 16, 2012
Wednesday, March 14, 2012
| 11:30am – 1:00pm |
IO Key Member Training
AHCA Staff Speakers: MaryAnne Sapio, Stacie Aman, Matthew Smyth |
| 1:30pm – 3:00pm |
NCAL Spring Conference Closing Session /AHCA/NCAL IO Conference Opening Session
Speaker: Mike Shepard, NCAL Board of Directors, Chair
Passion: Do What You Love, Love What You Do
Speaker: John Powers, Emmy Award Winner and Best-Selling Author
In this program, motivational speaker John Powers offers simple but highly effective suggestions on how to immediately begin enriching your life in a passionate and highly-productive way. Learn to use common sense, effective communications, and creative solutions to help maintain the customer's trust in your organization. |
| 3:00pm – 3:15pm |
BREAK |
| 3:15pm – 4:45pm |
“Owner to Owner” Town Hall
Facilitator: Jeff Call, Focus & Execute
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| 5:30pm – 7:00pm |
Reception |
Thursday, March 15, 2012
| 7:30am – 8:30am |
Continental Breakfast and Registration |
| 8:30am – 9:45am |
Welcome & Quality/Advocacy Update
Speakers: Tom Coble, IO Council, Chair; David Kyllo, NCAL, Executive Director; Governor Mark Parkinson, AHCA, President & CEO; Neil Pruitt, Jr., AHCA Board of Governors, Chair |
| 9:45am – 10:00am |
AHCA/NCAL Preferred Products and Services Program
AHCA Staff Speaker: Toni Fatone |
| 10:00am – 10:15am |
BREAK |
| 10:15am – 11:45am |
Concurrent Sessions
Managed Care: A Changing Landscape
Speakers: Tom Coble, Elmbrook Management Company; Steven Gregory, AHCA
This session will explore the future of managed care, and how managed care is moving in new directions and evolving into Accountable Care Organizations (ACOs), bundled payment systems, and integrated care programs.
Finance Track – 1
The Future of Financing for Long Term Care
Speaker: Michael Hargrave, National Investment Center for the Seniors Housing & Care Industry
The long term care industry has long sought additional strategic capital. With the reality of reduced reimbursement facing the industry as well as continued external pressure on debt sources, however, it is fair to ask if strategic capital could become even scarcer. This session will discuss the capital sources available to the sector, their current appetites and their likely strategies in the coming years. The session will also leverage insights from the NIC MAP database to highlight current trends with regard to market fundamentals and transaction activities as well as profile select sales transactions.
Not for Profit Track – 1
Building a Mission-Driven Organization
Speaker: Joanne Smikle, Smikle Training Services
It is not the statement that matters, it’s the mission. Write it anyway you want and the bottom-line is still the same: the most credible long term care (LTC) organizations are guided by the principle tenets articulated in the mission. Learn how to develop, implement and evaluate a communication plan that reinforces the strategic intent inherent in the mission. Using a blended learning approach, this interactive session incorporates case studies drawn from a variety of mission-driven LTC companies.
Health Care Reform – 1
Employer Responsibilities and Requirements Under Health Care Reform
Speaker: Nancy Taylor, Greenberg Traurig, LLP
The new health care reform law sets forth a number of significant employer requirements and responsibilities. Attendees will hear an overview of current and soon-to-be enacted provisions of the law that relate to employers requirements and responsibilities. The presentation will focus on helping owners and operators properly navigate these requirements to ensure they are best meeting their business needs, meeting the needs of their employees, and in compliance with the new health care reform law.
Quality Track – 1
Owning the Future: How IOs Can Prepare to Lead
Speakers: Chris Schmidt, Schmidt Wallace Healthcare and Timothy Case, AHCA/NCAL National Quality Award
Participants will first learn how early adoption of resources for quality has driven one IO’s success. Second, learn how new resources for quality offer other IOs the opportunity to replicate this success. An IO, will address how his organization has effectively used the Baldrige criteria, AHCA/NCAL National Quality Award, the Alabama Quality Award, and their associated educational resources as key management tools to great success. The session will also showcase how new educational resources within this program provide levels of facility support previously only seen within the corporate structures of large multi-facility organizations. |
| 11:45am – Noon |
BREAK |
| Noon – 1:00pm |
Networking Lunch with Sponsor Recognition |
| 1:00pm – 1:15pm |
BREAK |
| 1:15pm – 2:45pm |
General Session – From Administrator to Resident: A Unique Perspective on Quality of Care
Speaker: Philip DuBois, Second Best Ministries
Philip DuBois was a nursing home administrator. In April 2007, Philip and members of his family were involved in a serious car accident resulting in the death of his wife, uncle and cousin as well as the serious injury of Philip, his two aunts and his son. After two weeks of inpatient treatment, Philip became a skilled rehabilitation resident of his own nursing home for two months. Philip shares the lessons he learned from that experience, such as patient perception of quality of care, how the demeanor of the caregiver impacts perception of quality of care, subjective factors that can impact scores, how to create an environment that promotes healing, and practical aspects of person-centered care from the perspective of someone who has been on both sides. |
| 2:45pm – 3:00pm |
BREAK |
| 3:00pm – 4:30pm |
Concurrent Sessions
Finance Track – 2
What is Your Exit Strategy?
Speaker: Jason Stroiman, Evans Senior Investment
If you are planning on selling today or in 15 years, it is important to evaluate and understand your exit strategy. Hear an update on current activity within the Mergers and Acquisition market of Seniors Housing. Upon leaving the session, participants will have a thorough understanding of what prices are being paid for properties and how buyers are getting deals done.
Not for Profit Track – 2
THE GREEN HOUSE® Model – A Win-Win for Consumers and Providers
Speakers: Robert Jenkens, THE GREEN HOUSE Project and John Ponthie, Summit Health Resources
When surveyed, consumers prefer the Green House® model which offers more flexibility, privacy and resident-centered care in a smaller, home-like setting. New research in the National Investment Center (NIC) Journal explains that sustained improvements in resident satisfaction and clinical outcomes result from the model’s redesign of current nursing home practices. This session will present newly available data on the financial and operational feasibility of the Green House® program. Come and listen to a successful Green House® provider tell of his experiences in developing and operating a Green House® and learn about the following: 1) Consumer demand for Green House® based on surveys and focus group testing; 2) Financial viability of Green House® projects, including operating results, comparative business cases, and adopters’ experiences; and 3) The workflow of direct-care, clinical, and leadership staff and its impact on outcomes, operational efficiency, optimal resource allocations, and worker satisfaction.
Health Care Reform – 2
Corporate Compliance and Self-Disclosure of Overpayments in LTC
Speaker: Nathaniel Lacktman, Foley & Lardner
The new health care reform laws will soon require that all Medicare or Medicaid participating nursing facilities must implement compliance programs. This presentation on corporate compliance in LTC will highlight the following: 1) How to create and maintain an effective corporate compliance program at a senior living or nursing facility; 2) How smaller senior living or nursing facilities can implement cost-effective approaches to compliance; and 3) Hot topics under health care reform facing nursing facilities, particularly how to deal with the "60 day rule" requiring self-disclosure of identified overpayments.
Operations Track – 1
Accountability! Turn Limited Resources into Results
Speaker: Liz Jazwiec, Liz, Inc.
In this very personal presentation, Liz will reveal the lessons she learned about becoming a leader in difficult times. The participants will benefit from her perspective of healthcare management and what guidance, mentoring and direction is needed from all leaders in order to achieve results even when resources are limited. Moving from thinking like a “renter” to owner and finding passion in leadership begins the discussion followed by the elimination of the victim mentality at all levels of the organization. Then she swings into the heart of the matter, accountability. Using effective tools and her notorious humor, Liz will provide great take-aways and techniques. |
| 6:30pm – 9:00pm |
Networking Dinner |
Friday, March 16, 2012
| 8:00am – 9:00am |
Continental Breakfast and Registration |
| 9:00am – 10:30am |
Concurrent Sessions
Finance Track – 3
Sizing Up Today's Financing Options
Speaker: Chris Urban, Ambrose Capital Group
Given the upheaval in the financial and credit markets over the past couple of years, IOs need a “roadmap” to understand how to access the appropriate and available financing options in today’s market. Beyond identifying the various financing options (from HUD-insured mortgages to revolving lines of credit), the session will start with assessing financing needs and finish with an overview of how to present a loan package to today’s capital sources.
Not for Profit Track – 3
Leadership: What is needed to deliver quality care and service?
Speaker: Mary Tellis-Nayak, MyInnerView
Change has affected every aspect of our work: health care reform, ACOs, bundled payments, customer needs and desires, employee expectations, and the availability of money to meet these needs. The new world of eldercare calls for new leadership and requires different management skills. We now have the research that demonstrates not only the importance of leadership but that it is necessary for excellence in LTC. This session will look at leadership styles and help the participant to identify their own style of leadership/management. Participants will explore developing four behaviors which will help leaders gain support from their employees: Communication, Sharing Knowledge, Providing Feedback and Walking the Talk.
Operations Track – 2
New Alzheimer’s Diagnostic Criteria: Are You Prepared?
Speakers: Susan Gilster, Alois Alzheimer Center and Jennifer Dalessandro, Alois Alzheimer Center
For the first time in almost 30 years, a new clinical diagnostic criteria has been established for Alzheimer’s disease (AD). This 2011 update could double or triple the number of people diagnosed with cognitive impairment. This diagnostic change along with new federal legislation has raised national awareness and will place additional pressure on health care environments to provide effective and appropriate dementia care and services, and engage and support their families. This session will share information on how LTC and assisted living can address the expected influx: 1) changes in AD diagnostic criteria; 2) re-defining success in AD; 3) considerations for developing an effective dementia program; 4) staff selection and preparation; 5) working with families; and 6) measuring success.
Quality Track – 2
Does Size Really Matter? The IO Experience
Speaker: Steven Littlehale, PointRight, Inc.
IOs operate under the same regulations as others. Still the experience is notably different. Using CMS defined outcomes, such as Survey and Certification, Five-Star, Special Focus Facilities (SFF) along with professional liability claims history, these differences will be described and dissected. Then with this insight, we will review how to appropriately benchmark your performance. |
| 10:30am – 10:45am |
BREAK |
| 10:45am – Noon |
Closing General Session - Are You a Winner or a Whiner? Thriving Under Pressure
Speaker: Linda Talley, Linda Talley and Associates, Inc.
Why do people whine? You know the type. Take them to listen to their favorite concert and they’ll complain about the volume. Give them a gift and they’ll tell you that you should save your money. You probably know someone in the workplace that whines. “My boss never listens to me.” “I don’t have the education to go further.” Whether you know it or not, each of us has a “whiner” inside of us. Unfortunately, that whiner inside of us blocks us from creating what we really want—whether it be in our personal or business lives. We all want to be winners. Some of us just don’t think we deserve it, can ever capture it or will ever be considered as a winner. As AA says, that’s “Stinking Thinking!” Get rid of it because you are a grand prize! You are a valuable asset to any team. | |