Population Health Management Summit

Learn how to lead and grow during today’s challenging environment—so that you won’t be left behind! Nationally renowned industry experts and innovators will share how to not only survive but thrive by focusing on population health and value-based care.

Come network with your peers and glean as much knowledge as you can from our collective brain trust of leaders in the field. 

If you are a leader in long term or post-acute care, join AHCA/NCAL for the 2022 Population Health Management (PHM) Summit!


Keynote Speakers

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Opening Keynote Speaker

Soren Kaplan

Business Model Innovation

Soren Kaplan reveals the future of business-model innovation with a focus on the strategies and steps for identifying, developing, and driving innovative business models that generate new revenue streams, create competitive differentiation, and add a step-change in value to the market. He will talk about emerging technology trends changing the face of every industry, provide insight into the three dimensions of business models – value, differentiation, and revenue, and review tools and strategies for business-model innovation.

Kaplan is the bestselling and award-winning author of Leapfrogging and The Invisible Advantage, an Affiliate at the Center for Effective Organizations at USC’s Marshall School of Business, a writer for FastCompany and Inc. Magazine, a globally recognized keynote speaker, and the Founder of InnovationPoint and upBOARD. He has been recognized by the Thinkers50 as one of the world’s top thought leaders in business strategy and innovation.

Closing Keynote Speaker

Jonathan Blum

CMS Update

Jonathan Blum, Principal Deputy Administrator/Chief Operating Officer of CMS oversees CMS’s program policy planning and implementation and day-to-day operations of the entire agency. In a Q & A format, he will touch upon CMS' broad vision for population health management (PHM) as well as CMMI’s key priorities.

Blum has been with CMS since 2009 and has more than 25 years of public- and private-sector experience working in health care policy and administration. He previously served as the Deputy Administrator and Director of the Center of Medicare from 2009 – 2014, leading the agency’s Medicare payment and delivery reform strategies and the policy and program management of the Medicare program. In addition to his positions at CMS, he has worked as a strategy and management consultant, a Vice President for Medical Affairs at CareFirst BlueCross BlueShield, professional staff at the Senate Finance Committee, and a program analyst at the Office of Budget and Management.

Other Highlights

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Anne Tumlinson
CEO, ATI Advisory
Refueling the Population Health Management Engine:
Preparing for a Decade of Rapid Change

Tim Engelhardt
Director, CMS Medicare-Medicaid Coordination Office
State Trends Around LTSS and Medicare Integration

Conference Agenda

 ‭(Hidden)‬ Monday, December 6

  • 10:30am
    Registration Open/Visit with Sponsors

    Note: Lunch on your own.

  • 1:00 pm – 1:15 pm
    Welcome Remarks

    Mark Parkinson, President and CEO, AHCA/NCAL

  • 1:15 pm – 2:15 pm
    General Session: Business Model Innovation

    ​Keynote: Soren Kaplan, Ph.D., Bestselling and award-winning author of Leapfrogging and The Invisible Advantage, and an Affiliate at the Center for Effective Organizations at USC’s Marshall School of Business

    Dr. Kaplan will reveal the future of business-model innovation with a focus on the strategies and steps for identifying, developing, and driving innovative business models that generate new revenue streams, create competitive differentiation, and add a step-change in value to the market. He will also talk about the emerging technology trends changing the face of every industry, provide insight into the three dimensions of business models – value, differentiation, and revenue, and review tools and strategies for business-model innovation.

  • 2:30 pm – 3:30 pm
    General Session: Refueling the Population Health Management Engine: Preparing for a Decade of Rapid Change

    Anne Tumlinson, CEO, ATI Advisory
    Public programs and private investors are providing unprecedented levels of resources to healthcare innovators and disruptors. COVID has created a “wild west” for healthcare, where many conventions are breaking down, allowing for a new and improved approach to population health management to emerge. In this presentation, Tumlinson will reveal where policy and capital are making their biggest bets and why. She will describe how these trends will affect senior care operators and where the biggest challenges and opportunities will emerge.

  • 3:45 pm – 4:45 pm
    Concurrent Breakout Sessions

    ​Attendees will choose one session for this time block.

  • OPTION 1: State of the State: Special Needs Plans

    Jill Sumner, Vice President of Population Health Management, AHCA/NCAL
    Betsy Rust, Partner, Plante Moran
    Stephen Taylor, Principal, CliftonLarsonAllen
    Special Needs Plans, in particular, Institutional Special Needs Plans (I-SNPs) continue to be a hot topic and one of the only vehicles for LTC and PAC providers to lead in risk, better capturing the healthcare premium dollar while effecting better care and health outcomes for the frailest citizens. Join this session to learn about the current and future state of SNPs and hear from industry professionals on considerations when vetting the opportunity.

  • OPTION 2: Opportunities and Challenges with Provider Networks in Value-Based Care

    Katie Colgan, Executive Director, Network Development, AHCA/NCAL
    Tim Grimes, Chief Executive Officer, Concentric Health
    As CMS and third-party payers continue to shift to value-based payment and care models, opportunities are less available for post-acute and long term care providers to lead or participate in such models. One barrier to such models is volume, which is overcome by creating or joining provider-led or owned networks. In this session, leaders in provider networks will explore the opportunities and challenges provider networks offer LTC and PAC providers, including different types of provider networks, driving payers to new models, contracting and program examples, quality and efficiency priorities in value-based care, and how AHCA/NCAL providers can lead the way in defining and creating better outcomes and revenues for our sector.

  • OPTION 3: Beyond I-SNPs: Growth Opportunities for PAC/LTC Organizations in Value-Based Care

    Fred Bentley, MPP, MPH
    Jason Feuerman, President, LTC ACO
    While the Institutional Special Needs Plan (I-SNP) model has generated significant excitement and investment in the SNF industry, new value-based care programs and alternative payment models have created compelling growth opportunities for long term and post-acute care organizations. Once thought to be an option solely for large health systems and physician groups, the accountable care organization (ACO) has emerged as a viable business proposition for senior care providers and their physician partners. Enterprising post-acute providers are also looking to the recently launched Direct Contracting (DC) model as a potential growth engine. 

  • OPTION 4: Building Blocks of Population Health Management: Primary Care
    Dr. Greg Johnson, Chief Medical Officer, Good Samaritan Society
    Dr. David Gifford, Chief Medical Officer, SVP Quality and Regulatory Affairs, AHCA/NCAL
    Population health is that elusive leg of the triple aim that conjures images of pyramids and Venn diagrams and sports terms like hierarchical condition category (HCC), per member per month (PMPM) spend and risk segmentation. We will discuss all of these and briefly define for participants what population health means and why primary care models are so critical to population health management in post-acute and long term care (PALTC). Participants will learn the key “ingredients” of a population health intervention and hear population health case studies of the three main primary care models: traditional primary care, SNFist, and institutional special needs plans (I-SNPs).
  • 4:45 pm – 5:30 pm
    Structured Networking Sessions

    ​Attendees will choose one session for the structured social networking sessions.

  • OPTION 1: Meet with SNP Administrative Partners

    Amy Kaszak, President, Special Needs Plans, AllyAlign Health
    Rick Grindrod, President/CEO, Provider Partners Health Plan
    Marc Hudak, Chief Growth Officer, Longevity Health Plans
    Hank Watson, Chief Development Officer, American Health Plans
    Meet and speak with the organizations that are partnering with SNF and AL providers to propel and support provider-owned special needs plans. Ask questions to understand your options more fully for ownership and/or collaboration.

  • OPTION 2: Mature Provider Led SNPs: You are Not Alone

    Richard Brockman, SIMPRA Advantage
    Been in the provider-owned special needs plans space for a while? Join your peers to share successes, lessons learned, challenges, ideas, and next steps.

  • OPTION 3: Provider-Owned Networks

    Ted LeNeave, Chief Executive Officer & Founder, Accura HealthCare
    Lisa Toti, President, Accura HealthCare
    Please join the group if you participate in or have an interest in provider-owned networks, which are advancing opportunities and outcomes for value-based care contracts across multiple states and growing.

  • 5:30 pm – 6:30 pm
    Networking Reception

 ‭(Hidden)‬ Tuesday, December 7

  • 8:00 am – 9:00 am
  • 9:00 am – 10:15 am
    Concurrent Breakout Sessions

    ​Attendees will choose one session for this time block.

  • OPTION 1: Assisted Living and Value-Based Care? Opportunities Through Intentional Partnerships
    Kevin Egge, Vice President, Strategic Partnerships, Ready Responders
    Sarah Keenan, Chief Clinical Officer and President, Bluestone Integrated Care
    Dr. Todd Stivland, Founder and CEO, BlueStone Physicians
    Primary care is critical for seniors, and access to proactive or timely primary care impacts hospitalizations, readmissions, and customer satisfaction. With the COVID-19 pandemic shining a spotlight on long term care and assisted living, the need to focus on outcomes and preventing hospitalizations is even more significant. In addition, Medicare Advantage growth and the expansion of supplemental benefits enables plans to cover nonmedical, in-home services.  This session will focus on opportunities for assisted living and housing providers to succeed through potential partnerships with primary care and other healthcare providers. Come hear from two innovative organizations with solutions and care models tailored to complex populations addressing key outcomes such as reducing hospitalizations, post-discharge planning, proactive and preventative primary care, and clinically integrated networks.
  • OPTION 2: The Financial Foundations of a Successful I-SNP

    Cathy Murphy Barron, Principal & Consulting Actuary, Milliman
    So you have decided to launch a Medicare Advantage (MA) Institutional Special Needs Plan (I-SNP).  Now what? How do you set yourself up for success? In this session we will discuss the keys to success, examine the operational considerations and strategies that all MA plans need to consider, such as Star rating, risk adjustment, provider contracting, and address the considerations specific to I-SNP plans, including the model of care, which supplemental benefits to offer, and considerations for successful value-based provider contracts.

  • OPTION 3: State Trends Around LTSS and Medicare Integration
    Tim Engelhardt, Director, CMS Medicare-Medicaid Coordination Office
    Suzanne Gore, Principal, State Health Partners
    Allison Rizer, Principal, ATI Advisory
    Hear how states are approaching Medicare integration, in the context of LTSS program design, and the potential implications for providers. This session will include a discussion on state trends and emerging models (e.g., state interaction with Medicare plans beyond D-SNP, managed fee-for-service approaches, managed long-term services and supports), federal perspectives including CMS and Congress, and the potential roles for long term care providers to play in partnership with states and health plans.
  • 10:30 am – 11:45 pm
    General Session: High Performing Health Care Organizations – Why Should I-SNPs or ACOs care?

    David Gifford, Chief Medical Officer, SVP Quality and Regulatory Affairs, AHCA/NCAL
    Kiran Sreenivas, Director of Research, AHCA/NCAL
    This session will discuss the characteristics of high performing health care organizations beyond just good quality outcomes and how I-SNPs/ACOs can identify them, and why they should enroll them and promote existing providers to become high performing health care organizations. Data on outcomes between high performing SNFs and similar SNFs will be reviewed and will include time for a panel discussion with the audience.

  • 12:00 pm – 1:30 pm
  • 1:30 pm – 2:30 pm
    Concurrent Breakout Sessions

    ​Attendees will choose one session for this time block.

  • OPTION 1: Senior Housing as a Platform for Efficient Service Delivery & Improved Outcomes

    Sarah Dalton Ortlieb, Vice President/Executive Director COPC Senior Select with National Church Residences
    Jerrie O’Rourke, LISW-S, Corporate Director Senior Care Management, National Church Residences
    Tara Wenger, MSW, LSW (she/her) Senior Director of Support Services, National Church Residences
    This session will give an overview of how National Church Residences, the nation’s largest provider of affordable senior housing, leveraged existing Service Coordinator programs to launch initiatives supporting CMS programs and the triple aim. With a constant view of future trends, including a rising Medicare spend due to the aging population, we are realigning our initiatives to include new payment models forcing payers and providers to have more accountability and become integrated across the healthcare continuum.  We will review lessons learned that created a shift for our organization from a housing provider to an integrated housing and healthcare provider. This session will explore how service-enriched housing can support the shift to value-based care and payment models that support population health initiatives to optimize care, reduce costs and address social determinants of health.

  • OPTION 2: Nursing Home Without Walls: Expanding the Reach of LTC Population Health

    Tom Coble, President/CEO, Elmbrook Management Co.
    Mike Cheek, Senior Vice President, Reimbursement Policy & Market Strategy, AHCA/NCAL
    The onset of the COVID-19 pandemic has stakeholders including beneficiaries seeking approaches to enhance beneficiary access to a variety of health care services in their homes. Learn how providers can lead the charge in this evolving healthcare landscape and be centers of innovation integrating, coordinating, and managing care. In addition, hear about AHCA/NCAL’s advocacy approach on this concept.

  • OPTION 3: Medicare Advantage Marketing and Compliance: What You Need to Know

    Christine Reinhard, Division of Surveillance, Compliance and Marketing, CMS
    Jeremy Willard, Division of Surveillance, Compliance and Marketing, CMS
    Medicare Advantage plans are responsible for complying with rules and regulations that impact marketing and other aspects of plan operations.  Join staff from CMS for an overview of how the agency oversees these rules, with an opportunity for questions.

  • 2:45 pm – 3:15 pm
    General Session: Centers for Medicare and Medicaid Services

    Jonathan Blum, Principal Deputy Administrator & COO, CMS
    Blum will speak about CMS’ broad vision for PHM, the 10-year strategic plan announced on October 20, and CMS Innovation Center’s key priorities as they relate to long term and post-acute care.

  • 3:15PM - 3:30PM
    Wrap-up and Adjourn
    Ted LeNeave, Chief Executive Officer & Founder, Accura Healthcare, AHCA/NCAL Board Member

​Registration & Hotel Information

 ‭(Hidden)‬ Registration

Online Registration ends November 29


Download the registration form and register via mail or efax.

Mail*: AHCA/NCAL Registration Office
2021 Population Health Management Summit
1201 L Street, NW, Washington, DC 20005

* Only check payment will be accepted via mail

Efax: 202-898-6302

​Provider Member
​Provider Non-Member
​Other (Non-members other than Providers, e.g. Health Plan staff, Consultants, and Attorneys)
​AHCA/NCAL State Affiliate Staff
*This registration category is exclusively for executives and staff of AHCA/NCAL affiliate state health organizations. Provider members and non-members must register under their respective categories and rates listed above.
Other Non-member Association and Not For Profit Community Organization

Attendee Eligibility
Participation in this conference is intended for long term care (LTC) member and nonmember providers, AHCA/NCAL state affiliate staff members, nonmembers other than providers (e.g. health plan staff, consultants, and attorneys), and other nonmember association and not for profit community organizations. AHCA /NCAL reserves the right to grant final approval to all registrants. Please note CE accreditation is available via this conference’s education sessions. Registration and attendance for companies and individuals who sell or market products and/or services to provider organizations are limited to sponsors only. Any attendee eligibility questions can be directed to meetings@ahca.org.

Conference Registration Payment
Payment fees for the conference and optional activities can be made by U.S. check, American Express, Visa, or MasterCard. AHCA/NCAL will not process your registration without full payment. To avoid duplicate charges to your credit card, DO NOT mail a copy of your registration form once it has been faxed or posted online.

Registration confirmations will be e-mailed to you via e-mail within 15 days of receipt.

Registration substitutions will be allowed up to two days prior to the conference. Changes and/or substitutions must be made in writing via fax to (202) 898-6302, or e-mail to meetings@ahca.org.

Registration cancellations received on or before November 5, 2021 will be refunded minus a $55.00 administrative fee. Any change or cancellation must be sent via e-mail to meetings@ahca.org. Refunds will be processed within 15 days following the end of the conference. Registration refunds will not be issued after Friday, November 5. Refunds, credits, or substitutions will NOT be granted on no-shows or onsite registrations.

Weather and Conference Attire
The average high temperature for late December in Washington, DC is 48°F, with a low of 30°F. Business-casual attire is suitable for all meetings, sessions, and receptions, but please remember to bring a sweater or jacket for air-conditioned rooms.

 ‭(Hidden)‬ Hotel & Travel Information

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1331 Pennsylvania Avenue NW, Washington, DC 20004

To make your guest room reservations, call 800.393.2503 and ask for the AHCA/NCAL Population Health Management Summit and ASHCAE Technical Session. You can also visit our exclusive group reservations web page. Reservations must be made by Friday, November 5, 2021 within the group block to receive the discounted rate.

Room Rates and Taxes
Take advantage of the special Group rate of $279.00 per night single or double occupancy, plus a 14.95% occupancy tax.

Early reservations are encouraged as there are a limited number of rooms available. AHCA/NCAL will not hold the room block beyond the hotel deadline mentioned above. Reservation requests made after this hotel deadline will be based on availability at the prevailing rate determined by the hotel.

Hotel Reservation Cancelations
At the time a hotel reservation is made, one (1) night’s room advance deposit will be charged to the credit card provided. Hotel will not hold any reservations unless secured by this deposit. The deadline to cancel room reservations without penalty is 72 hours prior to the day of arrival, local hotel time.

Cancellations made within 72 hours of arrival will forfeit one night’s room and tax. Any changes to the reservation arrival and departure dates past the Friday, November 5,2021 deadline are contingent upon resort availability and at the prevailing rate. Should you have any questions about the reservations process, please contact AHCA/ NCAL at meetings@ahca.org.

Location and Directions
JW Marriott Washington DC is located 4.3 miles from Ronald Reagan Washington National Airport (DCA). This hotel does not provide shuttle service. Estimated taxi fare is $20 (one way) and WMATA fee is $2.55 (one way). Directions and additional airport information is available here.

Valet parking is available for $63 daily, oversized vehicles are $73. Max height 6 ft 4 in. Late departures are $8. Tax on parking fees is 18%.

 ‭(Hidden)‬ Health & Safety

We value the health, safety, and well-being of our members and the residents they care for above all else. We have been closely monitoring the evolving situation with COVID-19 and the Delta variant, CDC guidance and local mandates. Based on these factors, the following health and safety protocol updates have been made to the 2021 Population Health Management Summit and the co-located meetings.

All those attending in person will be required to:

  1. Be fully vaccinated against COVID-19. To be considered fully vaccinated, you must be two weeks past your second dose in a 2-dose series (Pfizer or Moderna) or two weeks past a single-dose vaccine (J&J/Janssen).
  2. Wear a mask while in a public, indoor setting during any Committee Meeting or Conference event including all common areas, meeting rooms and event spaces.

Additional information regarding how to provide proof of vaccination is forthcoming. In the meantime, should you have any questions about this policy update, please direct your inquiries to meetings@ahca.org.