2018 spring conference & annual business · pdf fileput your group code in and hit...

2018 Spring Conference & Annual Business MeetingKalahari Resort & Convention Center, Wisconsin Dells, Wisconsin

May 2 – May 4, 2018

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The LeadingAge Wisconsin 2018 Spring Conference & Annual Business Meeting

Life On Purpose

Be engaged.Make a difference.Become who you are meant to be.

The real purpose of anyone’s life is to be fully involved in living, to embrace the adventure and live well at every age. We know what you do is more than providing a place to live with programs and services. You help people on their journey to live a life with intention.

A Life On Purpose

LeadingAge Wisconsin members are re-writing the rules of aging. They are leveraging new tech-nologies, forming new partnerships, and taking a fresh look at everything they do.

Join usMay 2-4, 2018Kalahari Resort & Convention CenterWisconsin Dells

As we take on the vast opportunities and great challenges in the pursuit of engaged, purpose-ful lives.

This conference continues our unparalleled commitment to high quality education that serves the interests and needs of all aging service providers -- long-term care, assisted living, se-nior housing, and community service programs. The conference will feature eight pre-conference seminars and 37 educational sessions focusing on issues such as:

• The changes and challenges of health care• New roles, new players, new payment

systems• Collaborations and partnerships• Strategic leadership in integrated health

systems• Complexities in managed care• Regulatory and reimbursement issues• Clinical considerations• Quality improvement and quality assurance• Workforce strategies• The increasing acuity of residents • Social media in sales and marketing

LocationThe LeadingAge Wisconsin 2018 Spring Confer-ence & Annual Business Meeting will be held at the Kalahari Resort & Convention Center, 1305 Kalahari Drive, Wisconsin Dells, WI 53965. Please direct all room reservation requests and related questions to the Kalahari directly. Over-night accommodations are available on a first-come-first-served basis.

Kalahari, 1305 Kalahari Drive, Wisconsin Dells, WI 53965; Phone: 608-254-5466; Room Rates: $115 single/double.

To make a room reservation, go to https://stay.kalahariresorts.com/wisconsin#groupSignIn. Your group code is: 20596 Put your group code in and hit continue. Follow instructions on the website to reserve your rooms.

The above quoted rates apply only if you make your room reservations by April 1, 2018 and re-quest a room within the LeadingAge Wisconsin block. Reservations made after that date will be subject to availability and will be charged at the standard room rate.

Registration & FeesTo register for the LeadingAge Wisconsin 2018 Spring Conference and Annual Business Meeting, register online (see details below and on page 16) or complete the enclosed registration form(s) and return it, with the appropriate remittance, to: LeadingAge Wisconsin, 204 South Hamilton Street, Madison, WI 53703.

LeadingAge Wisconsin Members/Subscribers Entire Conference $265 per personMay 2 pre-cons *$ 60 per organizationMay 3 only $200 per personMay 4 only $130 per person

Non-MembersEntire Conference $290 per personMay 2 pre-cons *$100 per organizationMay 3 only $225 per personMay 4 only $155 per person

*Only if individuals from your organization will be attending any or all of the pre-conference seminars (PC1, PC2, PC3, PC4, PC5, PC6, PC7 and/or PC8). Registration for any/all of the pre-conference seminars must be completed sepa-rately on the enclosed pre-conference seminar registration form.

If you mail your registration form after April 11, 2018, you must pay a late fee, which will in-crease each of the above listed fees by $25.

Refund Policy: Refunds will be made only if requested by April 24, 2018.

Concurrent Educational Sessions: In order to assist us in planning for room sizes for the various concurrent educational sessions and to ensure that we have enough supportive materials and

appropriate audio/visual equipment, please indi-cate on the registration form the code number of the session each registrant plans to attend during each time slot listed.

To Register: Complete the enclosed registra-tion form(s) and mail it with full payment to LeadingAge Wisconsin, 204 South Hamilton Street, Madison, WI 53703. If you prefer to pay by credit card, email ([email protected]) or fax (608-255-7060) your completed forms to LeadingAge Wisconsin and call 608-255-7060 to provide your credit card information.

Online RegistrationYou can register for this event online:

Conference Overview: www.cvent.com/d/qtqbp3

Conference Agenda: www.cvent.com/d/qtqbp3/6X

Conference Registration: www.cvent.com/d/qtqbp3/4W

Or from your mobile device:

Mobile Conference Hub: www.cvent.com/d/qtqbp3/5C?dvce=2

Mobile Conference Summary: www.cvent.com/d/qtqbp3?dvce=2

Mobile Conference Agenda: www.cvent.com/d/qtqbp3?dvce=2

Mobile Registration: www.cvent.com/d/qtqbp3/4W?dvce=2

Online Registration Sponsored ByBaker TillyMadison, WI608-240-672

Conference QuestionsIf you have questions regarding the LeadingAge Wisconsin 2018 Spring Conference & Annual Business Meeting, please contact:

LeadingAge Wisconsin204 South Hamilton StreetMadison WI [email protected]

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Wednesday, May 2, 2018

8:00 a.m. to 5:00 p.m.Registration Open

9:30 a.m. to 11:30 a.m.LeadingChoice Board of Directors Meeting(Members Only)

9:30 a.m. to 11:30 a.m.Directors of Nursing Network MeetingFinance Directors Network MeetingSocial Service Directors Network MeetingHuman Resource Directors Network MeetingEchelon MeetingSenior Housing Network Meeting

11:30 a.m. to 1:15 p.m.LeadingAge Wisconsin Board of Directors Meeting

Concurrent Pre-Conference Seminars (Registration for all pre-conference seminars is separate from the conference registration. You must register for these sessions on the pre-conference sem-inar registration form if you wish to attend.)

1:30 p.m. to 4:45 p.m. (with a 15 minute break) PC1 Preserving Life on Purpose: The Role of Long-Term Care Provider Owned Health Plans

As health plans expand their influence on the man-agement of less healthy more vulnerable popula-tions, long-term care providers and the individuals they serve are losing the ability to control their own destiny. The insertion of a “middle man” in access to care, care decisions, and reimbursement further disenfranchises providers and their residents, plac-ing self-determination and individualized care fur-ther out of reach. Learn how integration of long- term care provider owned health plans align with core business models to restore access, choice, and the ability to live Life on Purpose.

Instruction Level: Basic to Intermediate

Learner Objectives:1. Discuss how health plan ownership aligns

with long-term care, senior housing, and assisted living missions and core busi-nesses.

2. Identify the direct benefits to residents of integrated health plan models.

3. Outline the steps in assessing the viability of health plan ownership/integration for your organization.

Relevant For: Organizational Executives and Board Members

Presenters:Jill Sumner, Executive Vice President, AllyAlign Health, Washington DC; Anne Tumlinson, CEO/Owner, Anne Tumlinson Innovations (ATI), Washington, DC

1:30 p.m. to 4:45 p.m. (with a 15 minute break) PC2 DOLLAR$ & SENSE of Technology in Senior Living

Join Parasol Alliance, a technology company ex-clusive to the senior living environment, in an engaging roundtable discussion on the anatomy of information technology (IT) in senior living. The Parasol Alliance team will help participants identify whether their senior living community is strategically budgeting for technology initiatives. In addition, participants will learn what the com-ponents and functions of an IT team are and how aligning the appropriate strategy and functions will maximize resources to prevent future technol-ogy monetary pitfalls. There will be a round table discussion for each main area of IT – networking and security, business systems, help desk, and chief information officer (CIO)/Strategy. Participants will rotate among the tables to meet with live IT resources providing these services.


Learner Objectives:1. Develop a plan for your IT department

with emphasis on staffing, components, and functions.

2. Discuss the advantages of implementing an IT strategy rather than making ad-hoc technology decisions.

3. Assess how addressing IT from a strategic approach will enable your community to meet your IT initiative & budgetary goals.


Presenters:Amber Redmann, Founder & CEO, Parasol Al-liance, Chicago, IL; Ryan Preuss, Senior Systems Engineer, Parasol Alliance, Milwaukee, WI; Laura Bateman, Business Systems Manager, Parasol Alliance, Chicago, IL; Kristy Edwards, Systems Engineer & Systems Support Manager, Parasol Alliance, Chicago, IL; Heather Miller, Network Engineer, Parasol Alliance, Chicago, IL; Tim Graham, Project Manager-PMP, Parasol Alliance, Chicago, IL; Leslee Schafer, Director of Business Development, Parasol Alliance, Chicago, IL

1:30 p.m. to 3:00 p.m. PC3 Financing on Purpose: What You Need to Know

Have an upcoming capital project? Contem-plating a borrowing in the near future? Or just want to learn more about the various financing options available? If so, this session is a must. Hear from a panel of borrowers as they discuss how they financed and refinanced vital capital projects on their campus.

Schedule

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Diamond Conference SponsorWelcoming Reception Hors d’oeuvres

Wednesday, May 2, 2018 -- 5:00 p.m. to 7:30 p.m.

Sponsored By

Wipfli LLPAccountants, CPAs, and Consultants

10000 Innovation Drive, Suite 250Milwaukee, WI 53226

414-431-9300 • www.wipfli.comWipfli’s healthcare practice serves nursing homes, skilled nursing facilities, home health agencies, and senior housing communities. In addition to auditing, tax, and Medicare and Medicaid cost reporting, Wipfli offers consulting services to assist senior services organizations in reimburse-ment optimization, feasibility studies, operational/staffing reviews, expense management, and survey liability.

Instruction Level: Basic

Learner Objectives:1. Outline the decision-making process for

selection of the financing team members and the plan of finance.

2. Analyze the pros and cons and dos and don’ts of each financing presented, and dis-cuss what each borrower would do differ-ently (if any).

3. Discuss the impact of interest rates, collat-eral, covenants, prepayment terms, reserve requirements, repayment schedule, report-ing requirements, and flexibility will have for your financing project or additional borrowings going forward.


Presenters:Moderator: Dennis Reilly, Executive Direc-tor, Wisconsin Health & Educational Facilities Authority (WHEFA), Brookfield, WI. Panelists: Lynn Olson, CEO, Cedar Community, West Bend, WI; Mark V. Sperka, Chief Financial Of-ficer, LindenGrove Communities, Waukesha, WI; Justin Munzel, Chief Financial Officer, St. Camil-lus Health System, Inc., Wauwatosa, WI; Paul Treffert, Executive Director, Sheboygan Senior Community, Inc., Sheboygan, WI

3:15 p.m. to 4:45 p.m.PC4 Purposeful Risk Management: Quality Assurance in a World of Information

The session will focus on quality assurance and risk management, specifically addressing the hows and whys of providing information to third parties, including the state and plaintiff counsel, and the delicate balance of documentation – when is “too little” and what is “too much”?

Instruction Level: Intermediate to Advanced

Learner Objectives:1. Analyze how the release of too much infor-

mation leads to increase in litigations.2. Outline steps to keep your investigations

privileged and confidential.3. Discuss how proper and effective root

cause analysis activity need not increase your risk.

Relevant For: Organizational Executives and Board Members, Skilled Nursing, Assisted Living

Presenters:Chris Kenyon, Partner, Senior Account Executive & Managing Director of Senior Living & Social

Wednesday, May 2, 2018 (continued)

Services Practice, M3 Insurance, Madison, WI; Wanda Plachecki, Executive Director, La Crosse County Long-Term Services, West Salem, WI

1:30 p.m. to 3:00 p.m. PC5 Life on Purpose: Strategies for Operationalizing Person-Centered Care

A full and satisfying life lived with intention, purpose, and meaningful engagement -- this is our goal for our residents and tenants. We en-deavor to provide care that honors personhood and respects individual preferences. Embracing this philosophy is both exciting and challenging for the caregivers and leadership team. In this interactive session, we will move beyond the basics as we address these challenges and ex-plore how to be successful. Come and engage in a high level discussion and learn from real life scenarios as we explore tips for operationalizing person-centered care.

Instruction Level: Advanced

Learner Objectives:1. Discuss the inherent challenges faced by

the caregiver staff and learn how to address these challenges.

2. Explore how the leadership team can sup-port both the residents and the caregivers.

3. List practical tips and strategies for success-fully creating and managing an environ-

ment where residents and tenants direct their cares on a daily basis.

Relevant For: Skilled Nursing, Assisted Living

Presenter:Amy Ruedinger, RN RAC-CT, Founder and Presi-dent, Pinnacle Innovative Healthcare Solutions, LLC, Black Creek, WI

3:15 p.m. to 4:45 p.m.PC6 Technology that Improves CHOICE and EFFICIENCY in Dining

Meal times often are the most important part of the day for residents and one of the largest ex-penses for a community. Learn how to leverage the latest technology to enhance person-centered services while also improving the bottom line by reducing waste and eliminating uncounted meals. Instruction Level: Intermediate

Learner Objectives:1. Discuss how technology can enhance and

enable person-centered care.2. Examine how leadership champions are

critical to embracing culture change in your organization.

3. Explore how person-centered processes can have bottom line benefits.


Schedule

Diamond Conference SponsorWelcoming Reception Beverages

Wednesday, May 2, 2018 -- 5:00 p.m. to 7:30 p.m.

Sponsored By

M3 Insurance828 John Nolen DriveMadison, WI 53713

800-272-2443 • www.m3ins.comM3 Insurance provides insurance and risk management services designed specifically for senior living and social service organizations. To have an understanding of this profession, you must have knowledge of government and health care regulations while possessing deep insights into the risks that surround the business. With more than 25 years of experience working with this profession, M3 is dedicated to creating and executing customized strategies and insights that make an impact on your operations. From compliance and safety to employee benefits, our made-to-order approach can truly transform your organization and empower you to be leaders in the profession.

3

4

Presenters:Janet Byrnes, Assistant Administrator, Lyng-blomsten, St. Paul, MN; Matt Stenerson, Co-Founder and Chief Technology Officer, eMenu-CHOICE, St. Paul, MN

1:30 p.m. to 3:00 p.m. PC7 How to Create Life On Purpose By Bringing Joy to People with Dementia through Personalized Music

Come to this exciting presentation to see the power that personalized music can have on in-dividuals with dementia and their caregivers. Hear how Wisconsin got started and is leading the nation with Music & Memory. Find out the exciting programs that are happening in nursing homes, assisted living communities, and peo-ple’s homes. Personalized music can help people be fully involved in living, to embrace the adven-ture, and live well at every age. Learn how the Music & Memory program can help a caregiver be knowledgeable, prepared, and positive when caring for a person with dementia.

Instruction Level: Intermediate

Learner Objectives:1. Discuss how Wisconsin got its start with

Music & Memory and how the state has be-come a national leader.

2. Analyze how Music & Memory can create Life on Purpose for those struggling with Dementia

3. Analyze what Wisconsin is finding from the research and stories related to Music & Memory.


Presenters:Kevin Coughlin, Policy Initiative Advisor - Executive, Wisconsin Department of Health Services (DHS), Division of Medicaid Services, Madison, WI; Julie Hyland, Director, Wisconsin Music & Memory Student Program, Wisconsin Department of Health Services, Madison, WI 3:15 p.m. to 4:45 p.m.PC8 Music by Design: Success in Music & Memory Related Programming

Attend this session and hear the story of Oak-wood Village integrating Music & Memory into Life Enrichment, how it became streamlined and accessible to seven unique households, and lessons learned over six years. You will learn strategies for success, acquire practical resourc-es, and participate in hands-on exploration of how music affects us. By the end of this session, you will be equipped to design a high impact music program with positive results. Instruction Level: Intermediate

Learner Objectives:1. Outline what to expect when implement-

ing a Music & Memory type program -- from celebrating triumphs to overcoming struggles.

2. Discuss how to use recorded music to en-hance seniors’ quality of life in long-term care, including adapting the program to a

Wednesday, May 2, 2018 (continued)

Schedule

variety of household cultures and a basic understanding of how music affects elders.

3. List simple steps to develop and inte-grate Music & Memory into activity pro-gramming, including how to streamline the work for best use of time and how to achieve “buy in” with staff so that they know how and why it is effective.


Presenters:Melissa Cole MT-BC, WMTR, HP-MT, Music Therapist, Oakwood Village University Woods and Oakwood Village Prairie Ridge, Madison WI; Christa Iverson ADC, BC-AP, Life Enrich-ment Coordinator AL/HRC, Oakwood Village Prairie Ridge, Madison WI

4:30 p.m. to 5:30 p.m.Ask Me about I-LEAD

LeadingAge Wisconsin invites new and poten-tial leaders to attend a special reception to learn about I-LEAD. You will have the opportunity to talk with the I-LEAD coaches, facilitators, current fellows, recent graduates, and I-LEAD sponsors about the role, function, and value of this leadership development program.

5:00 p.m. to 7:30 p.m.Welcoming Reception

Beverages Sponsored ByM3 InsuranceMadison, WI 800-272-2443

Hors d’oeuvres Sponsored By Wipfli LLPMilwaukee, WI414-431-9300

Important NotePre-Conference Seminar Registration

Registration for any of the pre-conference seminars must be completed on the pre-conference session registration form, which is included in this conference booklet. This is separate from the conference registration form, and registering for the conference does not register you for these special pre-confer-ence sessions.

There is one organizational fee ($60 for members/subscribers; $100 for non-mem-bers) to register your organization for the pre-conference seminars. Once you register and pay this organizational fee, you may send as many individuals as you deem ap-propriate from your organization to any/all of these eight pre-conference sessions.

On the pre-conference registration form, please list the individuals from your organi-zation who will be attending any of these pre-conference sessions, and mark the sessions each individual will attend. Please remem-ber, conference registration must be com-pleted separately on the appropriate registra-tion form; separate registration fees do apply.

Attention all nursing home administrators: You should have been notified that NAB has devel-oped a national CE Registry for all licensed NHAs to be used for electronically reporting CEU credits. As a sponsor of NAB, LeadingAge Wisconsin will begin reporting all credits earned to the registry, as required, starting immediately. If you haven’t done so, please sign up with NAB’s CE Registry as soon as possible in order for this process to work.

How to sign up: Signing up is free and only takes 3 minutes. Individuals can simply visit https://www.nabweb.org/manage-my-account. If you do not currently have a NAB user account, you will need to choose “Not a Member? Sign up!” Once signing up for a NAB account, you will see a link to access your CE Registry.

What does this mean? This registry will replace paper certificates issued by sponsors of NAB, including LeadingAge Wisconsin. Simply visit the NAB CE Registry to access your NAB CEU information. No more stressful renewal time and looking for that one missing CE certificate!

For more information, visit https://www.nabweb.org/filebin/pdf/NAB_CE_Registry_Fly-er_171102.pdf for an informational flyer, or visit https://www.nabweb.org/ceregistry.

7:00 a.m. to 5:00 p.m.Registration Open

7:00 a.m. to 8:00 a.m.Continental Breakfast Sponsored ByValue FirstMadison, WI608-255-7060

8:00 a.m. to 8:15 a.m.Conference Opening

8:15 a.m. to 9:15 a.m.Keynote Address

The Inspirational Leader and the Power of Purpose

Every day, care profession-als go to work and make astounding differences in the lives of others. Unfor-tunately, the never-ending challenges and changes we face in healthcare dis-

connect us from seeing our own impact. Using humor and stories, this program helps attend-ees create line of sight between the tasks and responsibilities of their job and the real-world impact they have. Interactive, inspiring, and uplifting, this program will leave attendees ener-gized about their work while equipping leaders

with tactics to inspire their own teams after the conference.


Learner Objectives:1. List tactics to inspire greater effort from em-

ployees.2. Explore how to meet the complex emotional

and psychological needs of employees in the workplace.

3. Discuss how you can stay engaged and ener-gized in the work you do to lead your team and care for others.

Relevant For: Organizational Executives and Board Members, Skilled Nursing, Assisted Liv-ing, Senior Housing

Presenter:Joe Mull, MEd, President, Joe Mull & Associates, Pittsburgh, PA

Keynote Address Sponsored ByZieglerChicago, IL800-366-8899

9:15 a.m. to 10:00 a.m.Annual Business Meeting

Winners of the Safe Resident Assistance Program awards (sponsored by the West Bend Charitable Grant Foundation) will be announced.

LeadingAge Wisconsin 2018 Annual Business Meeting

According to the LeadingAge Wisconsin By-laws, at the Annual Business Meeting, each pro-vider member -- the owning corporation of the individual facility(s) -- with fifty (50) or more beds/units is entitled to two (2) voting represen-tatives designated by the corporation’s board of directors. Any provider member with less than fifty (50) beds/units is entitled to one (1) voting representative authorized by the corporation’s board of directors.

10:00 a.m. to 10:15 a.m.Refreshment Break Sponsored ByWisconsin Health & Educational Facilities Authority (WHEFA)Brookfield, WI262-792-0466

10:15 a.m. to 11:15 a.m.Concurrent Educational Sessions

A01 Purposeful Partnerships: How to Work with Hospitals to Achieve Aligned and Meaningful Goals

As hospitals face increasing accountability for care delivered outside of their four walls, post-acute care providers need to clearly demonstrate how they can help. They have to know what’s re-ally important to hospitals in their markets and how to talk to them about it. Learn how to create a compelling case for your organization and foster strong partnerships with hospitals.


Learner Objectives:1. Identify hospital hot buttons.2. Identify the data elements needed to tell

your story.3. Discuss how to structure a compelling

case for your organization with your area hospital(s).

Relevant For: Organizational Executives and Board Members, Skilled Nursing, Assisted Liv-ing

Presenters:Jill Sumner, Executive Vice President, AllyAlign Health, Washington DC; Anne Tumlinson, CEO/Owner, Anne Tumlinson Innovations (ATI), Washington, DC

Thursday, May 3, 2018

Schedule

Diamond Conference SponsorKeynote Address

The Inspirational Leader and the Power of PurposeFeaturing Joe Mull

Thursday, May 3, 2018 -- 8:15 a.m. to 9:15 a.m.

Sponsored By

Ziegler 200 S. Wacker Drive, Suite 2000

Chicago, IL 60606800-366-8899 • www.ziegler.com

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

5

A02 Purposeful Preparation for Mega Rule Phase 3

This session will provide the participant with helpful information to prepare for implementing Phase 3 regulations related to the State Operations Appendix PP for long-term care. While it may seem that the first two phases included the most work, Phase 3 includes comprehensive program-matic changes that will require extensive training for staff members. Join us for this information packed session to help prioritize the next steps for compliance!


Learner Objectives:1. List the required elements of Phase 3 and

discuss how they affect long-term care’s current policies and practices.

2. Analyze the components of the regulations that are new and those that are in addition to what is already in place.

3. Develop a plan to prepare staff members for the next phase of regulatory guidance for long-term care.

Relevant For: Skilled Nursing

Presenter:Leah Killian-Smith, Director of Quality and Government Services, Pathway Health Services, Inc., Lake Elmo, MN

A03 Onboarding on Purpose: Learn How to Create a Lasting Employee Experience

Studies show that newly hired employees recog-nize whether they are going to stay long-term in the first few months based on their onboarding and orientation phase. Leaders must be equipped to welcome, acclimate, and foster these new em-ployees. This session will take a critical look at the transition from recruiting to onboarding and will provide strategies for increasing engagement during the first 90 days and boosting long-term retention and performance. Instruction Level: Intermediate

Learner Objectives:1. List five successful strategies for integrating

new employees into your organization and maximizing their retention and engagement.

2. Discuss how to gain the buy-in and support for onboarding from your executives and line managers.

3. Outline key phases and activities new em-ployees should experience during the first 90 days and beyond.

4. Identify what really belongs in your new employee orientation program.

5. List pitfalls to avoid when onboarding new hires.

Relevant For: Skilled Nursing, Assisted Living, Senior Housing

Presenter:Brooke Zabel, PHR, SHRM-CP, Vice President of Human Resources, Knute Nelson, Alexandria, MN

A04 Cracking the Code: Deciphering the Emergency Preparedness Rule

The new federal emergency preparedness rule became a reality here in Wisconsin on Novem-ber 16, 2017. During this presentation, we will overview Centers for Medicare and Medicaid Services (CMS) policy, training, and implementa-tion strategy. We also will spend time on current surveyor assignments and resources. Finally, we’ll discuss some updated interpretive guidelines in how to best prepare for future surveys.


Learner Objectives:1. Identify policies and procedures within

your facility that need to be upgraded or strengthened.

2. Outline specific changes that should be made to improve the overall safety of your facility’s emergency preparedness program.

3. Demonstrate to stakeholders the importance of implementing the rule considering indus-try best practices.


Presenter:David Soens, PE, Life Safety Fire Authority, Wis-consin Division of Quality Assurance, Madison, WI

A05 Introduction to Purposeful Ethical Decision Making

This highly interactive one-hour introductory session will present a practical model for the iden-tification, analysis, and resolution of ethical issues as they arise in assisted living and long-term care.

Level: Intermediate

Learner Objectives:1. Outline a pragmatic method of moral

reasoning.

Thursday, May 3, 2018 (continued)

Schedule

6

Diamond Conference SponsorContinental Breakfast

Thursday, May 3, 2018 -- 7:00 a.m. to 8:00 a.m.

Sponsored By

Value First204 South Hamilton Street • Madison, WI 53703

608-255-7060 • www.valuefirstonline.com

Value First is a group purchasing organization (GPO) that leverages the buying power of long-term care communities to provide significant savings on food, medical, janitorial, office supplies, capital equipment, and new construction materials. In collaboration with Provista, a supply chain partner with more than 200,000 customers, contracts are negotiated with suppliers based on over $100 billion of shared purchasing volume. More volume means bigger discounts.

LeadingAge Wisconsin members who participate in the Value First purchasing program pay no annual fee, select only the suppliers that best fit their needs, and support LeadingAge Wisconsin with their purchases. Unlike any other GPO, Value First is an extension of LeadingAge Wisconsin that specializes in supporting the purchasing needs of LeadingAge Wisconsin members.

2. Demonstrate the application of this practical ethical method with relevant case studies.

3. Demonstrate your capacity to identify, ana-lyze, and resolve real world ethical problems in rational and effective ways.


Presenter:Michael A. Gillette, PhD, President, Bioethical Services of Virginia, Inc., Lynchburg, VA

A06 Social Media Marketing on Purpose: It’s About Connecting, Not Collecting

Learn which online tools and strategies work best to generate leads, referrals, visibility in searches, and sales while also focusing on building rela-tionships and sharing your “Why.” Leave with a checklist you can use right away to manage your social media marketing and track results.


Learner Objectives: 1. Discuss how to use social media effectively

to reach more people who are a fit for your organization.

2. Define the 9-1-1 Code that determines what to post to serve and attract your ideal clients or workforce.

3. Define Social Media CPR, and list the three most powerful steps you can take each day online to build relationships and gain referrals.

Relevant For: Senior Housing

Presenter:Karen Clark, Speaker/Author, My Business Pres-ence, San Francisco Bay Area, CA

11:15 a.m. to 11:30 a.m.Refreshment Break Sponsored ByWisconsin Health & Educational Facilities Authority (WHEFA)Brookfield, WI262-792-0466

11:30 a.m. to 12:30 p.m.Concurrent Educational Sessions

B07 Pursuing a Collaborative Post-Acute Care Agenda

Readmission penalties, bundled payments, and population health initiatives are moving hospitals and post-acute care providers into partnerships to ensure appropriate post-discharge care for their patients. In 2017, the Wisconsin Hospital Associa-tion (WHA) Post-Acute Work Group examined

the post-discharge challenges and opportunities of hospitals, health systems, and post-acute care providers. This session will provide an overview of the Work Group’s recommendations.


Learner Objectives:1. Analyze why finding appropriate and acces-

sible post-acute care for challenging patients is a stateside issue.

2. List the major barriers to providing purpose-ful post-acute care for patients.

3. Identify the ideas developed by WHA’s Post-Acute Work Group for improving a patient’s transition to post-acute care.


Presenters:Greg Banaszynski, President, Eastern Region, Ac-tivate Healthcare, Fort Atkinson, WI; Laura Rose, Vice President, Policy Development, Wisconsin Hospital Association, Madison, WI; Jennifer Bieno, Vice President of Aging Services, Divine Savior Healthcare, Portage, WI; Ryan Shear, Vice President of Senior Services, Reedsburg Area Medical Center, Reedsburg, WI; Ron Schaetzl, Vice President of Operations and Administrator, St. Clare Hospital and Health Services, Baraboo, WI

B08 Where Is Your Medical Director? Best Practices for the Future

How do you want to engage your medical direc-tor? Most medical directors, administrators, and nurses know the role of the medical director and how to prepare for the future. Learn best practices and how to encourage increased engagement.


Learner Objectives:1. Define the role of a medical director.2. Discuss how to engage a medical director.3. List outcomes related to engagement of your

medical director.


Presenter:V. Simon Mittal, MD, CEO, LTC Professionals, PLLC, Maplewood, MN

B09 From Truck Driver to Care Giver

After retiring at age 56 from UPS, Charles Schoen-feld provided care to persons with Alzheimer’s and dementia. His memoir, A Funny Thing Happened on My Way to the Dementia Ward, shares a unique perspective -- the viewpoint of a male CNA. Laugh, cry, and connect during this discussion about the benefits of human kindness.


Schedule

7

Diamond Conference SponsorRefreshment Breaks

Throughout Thursday, May 3, 2018

Sponsored By

Wisconsin Health & Educational Facilities Authority (WHEFA)18000 W. Sarah Lane, Suite 300

Brookfield, WI 53045-5841262-792-0466 • www.whefa.com

In order for non-profits to access tax-exempt financing, a governmental entity must issue bonds on their behalf. WHEFA is such an entity. Created by the Legislature in 1973 (Chapter 231, Wis-consin Statutes), WHEFA is a conduit issuer of tax-exempt revenue bonds for all non-profit or-ganizations in the State of Wisconsin. WHEFA assists Wisconsin non-profit institutions to obtain access to low-cost capital in order to finance or refinance their building and equipment improve-ments and expansion needs.


Learner Objectives:1. Demonstrate your understanding of the

Alzheimer’s epidemic with related statistics.2. Discuss what you can do to erase stigmas

associated with diseases of the brain. 3. Practice skills to help care for someone with

Alzheimer’s or dementia.4. From a non-clinical perspective, discuss the

point of view of a caregiver.


Presenter:Charles Schoenfeld, Author/Speaker/Advocate for Seniors, Wausau, WI

B10 Life After Lightening

After lightning strikes your building, the fire has been extinguished, and the most important ques-tion has been answered, then what? Join us for our first hand account of what we got right and what we wished we would have known about ten-ant placement, facility recovery, and reopening to a full house.


Learner Objectives:1. After a fire in your building, discuss what to

expect in the first 48 hours and when tenants “come home.”

2. List strategies to increase efficiencies in securing placement and maintaining your relationship with tenants and families.

3. Discuss the role of insurance, third party project managers, and opportunities for facility enhancement.


Presenters:Karen Sepich, Community Services Administra-tor, Bethany St. Joseph Corporation, La Crosse, WI; Sandy Strittmater, Director, Prairie Home in Holman, WI and Ona Main Apartments, Onalaska, WI

B11 Autonomy and the Limits of Liberty

This case-based interactive session will examine circumstances in which service providers and recipients of services disagree about the details of a service plan. We will discuss the appropriate role of autonomy and define its limits. We will consider case studies in which individuals should be permit-ted a dignity of risk, cases in which paternalistic intervention is justified, and situations in which

autonomy may be limited in order to protect others from harm or offense.


Learner Objectives:1. Define the relevant concepts of autonomy and

informed consent.2. Define the ethical justification and limit of pa-

ternalistic intervention to prevent harm to self.3. Define the ethical justification and limit of

justice-based intervention to prevent harm to others.



B12 Connecting People with Purpose: The Power of Your Culture

In today’s evolving workplace, one thing must remain consistent -- an organization’s culture. This session will help you think about your culture and how it affects every facet of your business. The way in which employee’s feel about their work is a direct link to continued and sustained success.


Learner Objectives: 1. Discuss how relationships, communication,

and career development play a vital role in culture.

2. List key elements that drive how employees feel about their work, their customers, and their organization.

3. Outline real best practices that will improve leadership effectiveness, workforce engage-ment, and other organizational processes.

Relevant For: Assisted Living, Senior Housing

Presenter:Brooke Zabel, PHR, SHRM-CP, Vice President of Human Resources, Knute Nelson, Alexandria, MN

12:30 p.m. to 1:15 p.m.Lunch Sponsored ByWipfli LLPMilwaukee, WI414-431-9300

1:15 p.m. to 2:45 p.m.Concurrent Educational Sessions

C13 Purposeful Care & Support: The Benefits of Member-Centered, Creative Care Planning

Family Care began as an intentional and thought-ful way to support older adults and persons with disabilities. Learn how the program has evolved, how resources are allocated, and the critical importance of providers in maintaining indepen-dence for members.



Schedule

8

Diamond Conference SponsorLunch

Thursday, May 3, 2018 -- 12:30 p.m. to 1:15 p.m.Sponsored By

Wipfli LLPAccountants, CPAs, and Consultants

10000 Innovation Drive, Suite 250Milwaukee, WI 53226

414-431-9300 • www.wipfli.comWipfli’s healthcare practice serves nursing homes, skilled nursing facilities, home health agencies, and senior housing communities. In addition to auditing, tax, and Medicare and Medicaid cost reporting, Wipfli offers consulting services to assist senior services organizations in reimburse-ment optimization, feasibility studies, operational/staffing reviews, expense management, and survey liability.

Learner Objectives:1. Define “member-centered.”2. Discuss how Family Care organizations

measure quality.3. List creative strategies for addressing the

workforce crisis.


Presenters:Maria Ledger, CEO, My Choice Family Care Inc., Wauwatosa, WI; Katie Mnuk, Chief Executive Officer, Lakeland Care Inc., Fond du Lac, WI

C14 Behavioral Health: Assisting Your Residents with Developing Individualized Care and Living Life on Purpose

Although behavioral health is an area that most facilities have dealt with, the new Requirements of Participation (RoP) have put increased emphasis on this area. This session was developed to inform you of the requirements of Behavioral Health and how the surveyors might be evaluating your compliance. Besides the regulations, we want to help you in developing programming in your facility. Clark County Rehab & Living Center has been caring for specialized behavioral residents long before the new requirements were published. The director of nursing and director of social services will be sharing with you practical ways they have been developing individualized care for their residents as well as managing difficult behaviors. These tips will be useful to you as you return to your facility and think about how you meet these requirements.


Learner Objectives: 1. Identify the Behavioral Health requirements

in place and being implemented in 2019.2. Discuss some practical steps in implement-

ing processes to meet these requirements.3. Discuss how you will train your staff for

compliance to the 2019 formalized training component.

4. Identify tools available to assist you in being successful in your own facility program-ming.


Presenters:Patricia J. Boyer, MSM, RN, NHA, Director of Clinical Services, Wipfli LLP, Milwaukee, WI; Karen Simington, Director of Nursing, Clark County Rehab and Living Center, Owen, WI; An-gela Greschner, Director of Social Services, Clark County Rehab and Living Center, Owen, WI

C15 Power of Non-Traditional Recruiting

Analyze your current practices to determine new non-traditional sources of recruiting. Understand how organizations have engaged their families in recruiting new staff members. Identify key people in your community who will become your best referral relationships. This session will be an interactive experience that will provide effective new approaches to recruiting a quality staff.


Learner Objectives: 1. Analyze why newspaper classified ads and

postings on the internet are the least effective forms of recruiting quality people.

2. Discuss why recruiting when you do not have job openings might be your most suc-cessful strategy.

3. Using actual case studies, discuss how non-traditional recruiting might be your best strategy for the retention of a quality staff.

Relevant For: Skilled Nursing, Assisted Living, Se-nior Housing

Presenter:Bruce R. Matza, Principal, Innovations in Man-agement, Woodbury, MN

C16 Evacuations When Time Matters

On September 10, 2017, Hurricane Irma struck the Florida Keys as a Category 4 hurricane. The hurricane came with winds up to 185 miles per hour, a 10 foot storm surge, 12 inches of rain, and 7 trillion watts of energy (twice as much as all bombs used in World War II). Florida officials ordered 6.5 million people to evacuate. As most people were rushing away from the storm, Ed-ward Bonilla and Amanda Eastman were racing into it. As a paramedic and an emergency medical technician (EMT), they were called in to evacuate a skilled nursing facility and a hospital. In hearing their harrowing story, you will learn the pros and cons of evacuating residents in a safe but timely matter to get them to safety. You also will learn from their evacuations what could be done dif-ferently or what worked well to move residents/patients to safety.


Learner Objectives:1. List the pros and cons of evacuations.2. Discuss how you can better prepare your

organization for an emergency evacuation.

Relevant For: Skilled Nursing, Assisted Living, Se-nior Housing

Presenters:Edward Bonilla, Owner/CEO, Florida Keys Ambulance, Tavernier, FL; Amber Eastman RN, EMT, Florida Keys Ambulance, Tavernier, FL

C17 Providers’ Rights and Responsibilities

This session will help providers consider their ethical responsibilities when dealing with difficult recipients of care. We will consider appropriate staff responses to physical risk and emotional trauma by examining cases involving unsafe working conditions, aggressive clients, and of-fensive language.


Learner Objectives: 1. Examine the ethics of responsibility when

individuals either have or lack capacity to control their own behavior.

2. Clarify the appropriate institutional re-sponse to staff risk.

3. Outline the conditions under which staff members may or may not demand accom-modations when their personal values con-flict with their professional responsibilities.

Relevant For: Assisted Living, Skilled Nursing


C18 It’s My Stuff! A Journey of Recovery

People with hoarding disorder (HD) are not lead-ing a life of intention. More likely, individuals with HD are leading a life of avoidance in which they are mindlessly acquiring stuff. HD behaviors are trauma based. Their behavior helps them to avoid painful feelings. A better understanding of HD is helpful to friends, family, service providers, and to the person with the hoarding disorder. Lorraine Gilmore has the hoarding disorder and has successfully worked to put it into remission. She will share that journey in a way that will give you a better understanding of HD and share how a person can work on letting go of their stuff.


Learner Objectives:1. Provide an in-depth definition of hoarding

disorder. 2. Discuss a journey in recovery for an indi-

vidual with hoarding disorder.3. Suggest solutions to help an individual with

hoarding disorder.



Schedule

9

2. Analyze MCO rate setting methodologies.3. Develop systems in assisted living to address

MCO reimbursement for acuity-based rate structures.


Presenters:John Kramp, Attorney, Health Care Practice, Reinhart Boerner Van Deuren s.c., Milwaukee, WI; Jim Williams, MA, NHA, Director of Mem-ber Enrichment, LeadingAge Wisconsin, Madi-son, WI

D20 OMG! Is the Survey Process Actually Heading in the Right Direction – Resident Centered?!

In this session, you will hear from an adminis-trator and a director of nursing, both of whom recently experienced the new hybrid long-term care survey process, which became effective No-vember 28, 2017. Learn candidly what you may experience, what surprises may be in store for you, and what you will want to know before surveyors enter your building.


Learner Objectives:1. List ideas and suggestions to prepare your

team for the new survey process.

2. Discuss what the new hybrid approach is seeking to accomplish.

3. Compare and contrast the new survey pro-cess with the old process.


Presenters:Megan M. Corcoran, NHA, Administrator, Wisconsin Veterans Home, Chippewa Falls, WI; Brenda L. Reierson, RN, BSN, DON-CLTC, Director of Nursing, Divine Savior Healthcare-Tivoli, Portage, WI

D21 Model for Collaborative Decision-Making

Your staff is engaged in a discussion important to residents and families. Some people don’t partici-pate. Others take the group off the subject. Still others act like they have all the answers. When the meeting concludes, everyone is exhausted, and nothing is decided. You need a model for collaborative decision-making.


Learner Objectives: 1. Analyze the very predictable pattern of

behavior with people in a group decision-making situation.

2. Discuss how you can best respond to those different behaviors in a manner that can lead to a more collaborative outcome.

Presenter:Lorraine Gilmore, ClearPath Peer Educator, Marl-borough Community Development Corporation, Marlborough, MA

2:45 p.m. to 3:00 p.m. Refreshment Break Sponsored ByWisconsin Health & Educational Facilities Authority (WHEFA)Brookfield, WI262-792-0466

3:00 p.m. to 4:30 p.m.Concurrent Educational Sessions

D19 Negotiating Family Care Rates

Negotiating reimbursement rates with managed care organizations (MCOs) is increasingly chal-lenging. While skilled nursing facility rates are based on resource utilization groups (RUGs), a uniform methodology used across the state, as-sisted living rates are MCO specific and not uni-form. Providers need a good understanding of the MCO contract structure and a consistent approach to negotiating resident specific rates.


Learner Objectives:1. Identify and discuss the sections of the

MCO contract which pertain to provider reimbursement.


Schedule

10

Diamond Conference SponsorBeverages throughout the Evening of Entertainment

Thursday, May 3, 2018 -- 5:00 p.m. to 11:00 p.m.

Sponsored By

CliftonLarsonAllen LLP10700 West Research Drive

Suite 200Milwaukee, WI 53226

414-721-7580 • www.CLAconnect.com

CliftonLarsonAllen LLP is one of the nation’s top 10 certified public ac-counting and consulting firms. Structured to provide clients with highly specialized healthcare insight, the firm delivers assurance, tax, and au-diting capabilities. CliftonLarsonAllen offers unprecedented emphasis on serving privately held businesses and their owners, as well as non-profits and governmental entities. The firm has a staff of more than 3,600 profes-sionals, operating from more than 90 offices across the country. For more information about CliftonLarsonAllen, visit www.CLAconnect.com.

Diamond Conference SponsorHors d’oeuvres for the Hospitality Reception


Sponsored By

Hoffman Planning, Design & Construction122 E. College Avenue, Suite 1G

Appleton, WI 54911920-380-2170 • www.hoffman.net

Hoffman Planning, Design & Construction, Inc. is a Design-Build firm whose mission is to make a positive impact on people’s lives and their environment by providing creative ideas and responsible solutions. Through our integrated project delivery method, Total Project Management — which incorporates a sustainable approach throughout — we offer senior living providers efficient, healthy, and cost-effective building solutions that respect the environment while supporting their organization’s mission. Creating inviting designs that consider the latest trends in senior housing, we help position providers for market success by balancing programmatic, phasing, and financing considerations.

3. Participate in breakout groups with your actual experiences to practice and take home the collaboration skills of this workshop.

Relevant For: Organizational Executives and Board Members, Skilled Nursing, Assisted Living, Senior Housing

Presenter:Bruce R. Matza, Principal, Innovations in Man-agement, Woodbury, MN

D22 Cyber-Security: A Good Offense Is the Best Defense

In a 2018 legal survey, in-house lawyers ranked cyber-security as the second most difficult legal challenge facing their organizations. This presen-tation will describe recent cyber-attacks targeting healthcare entities, the impacts of those attacks on healthcare providers, and a legal framework for mitigating any harm caused by such attacks.


Learner Objectives:1. Discuss the types of recent cyber-security

attacks encountered by healthcare entities.2. List legal requirements for maintaining

secure IT environments.3. Outline a legal framework for mitigating

harm from cyber-security attacks.


Presenter:Andrew J. Schlidt III, Shareholder, Godfrey & Kahn, Milwaukee, WI

D23 Dealing With Addictions

This case-based interactive session will examine a variety of circumstances in which individuals make risky decisions based upon an identified addictive behavior. Is it ethical to restrict fund-ing to an individual with a shopping addiction? May we forcibly empty the apartment of someone with hoarding disorder? Should someone who is alcohol dependent be moved to a setting where alcohol is not available? This session will rely on information developed throughout the day to provide substantive answers to these difficult questions.


Learner Objectives:1. Discuss basic information on addictive

behavior.2. Apply concepts of paternalism and dis-

tributive justice to circumstances involving addition.

3. Define an appropriate organizational re-sponse when privacy issues conflict with beneficent concerns.



D24 The Secret Sauce to Cultivating True Resident Engagement

Resident Engagement is creating a culture where resident voices are heard, connections are rich, fulfillment of life goals are achieved, and well-being is enhanced. This session will explain the Holleran Engagement Index and Engagement Domains and how communities can utilize these tools to support the successful aging of its residents.


Learner Objectives:1. Define the benefit of measuring resident en-

gagement, and identify the key drivers that contribute to overall resident engagement.

2. Explore an assessment framework and engagement categories which impact an organization’s initiatives and success.

3. Outline the latest industry trends and ways to proactively manage resident engagement for the future.


Presenter:Erin Price, Research Analyst & Client Relations Manager, Holleran, Wrightsville, PA

5:00 p.m. to 6:00 p.m.Hospitality Reception

Hors d’oeuvres Sponsored ByHoffman Planning, Design & ConstructionAppleton, WI 920-380-2170

Beverages throughout the Evening Sponsored ByCliftonLarsonAllen LLPMilwaukee, WI414-721-7590


Schedule

11

Diamond Conference SponsorYour Host for the Dinner & Evening of Entertainment


Specialized Medical Services, Inc. 5343 N 118th Court

Milwaukee, WI 53225414-476-1112 • www.specializedmed.com

Specialized Medical Services (SMS) offers a full range of consulting services including:

• Third party billing (Medicaid, Medicare, Med Advantage, and insurance)•Accounts receivable •Business office assessment and management•Medicare and MDS training including VBP, QRP, QMs, 5 Star rating, and PBJ• Survey preparation and response•Clinical support including wound care, restorative nursing, incontinence programs• Interim MDS coordinators

SMS also is the nation’s largest provider of oxygen and respiratory therapy services to the long-term care community.


Schedule

12

Diamond Conference SponsorEntertainment Featuring

Ryan Martin (Magician) and The Presidents (Band)Thursday, May 3, 2018 -- 6:00 p.m. to 11:00 p.m.

Sponsored By

Martin Bros. Distributing 6623 Chancellor DriveCedar Falls, IA 50613

800-847-2404 • www.martinsnet.comMartin Bros. is an independent full-line foodservice distributor. As a full-line distributor, we are able to offer our customers not only an extensive inventory of food products, but also janitorial/cleaning sup-plies, large equipment, small wares, and even medical supplies. We are a customer-centric, employee-owned company that has been built on the foundation of strong family values. Our mission is to serve our customers with innovative solutions and superior service. Health-care customers can expect support that goes above and beyond quality products, including customized menu services, cost control resources, innovative educational opportunities, culinary and dining enhance-ment resources, and theme events.

Diamond Conference SponsorDinner


Sponsored By

Compeer Financial2600 Jenny Wren TrailSun Prairie, WI 53590

612-419-4927www.compeer.com

Compeer Financial is a member-owned, Farm Credit cooperative serving and supporting agriculture and rural communities in Illinois, Minnesota, and Wisconsin. Headquartered in Sun Prairie, Wisconsin, Compeer Financial exists to champion the hopes and dreams of rural America. We believe in building a stronger rural America, one com-munity at a time. Our Mission Financing team is uniquely positioned to help rural communities prosper by securing financing for their essential community infrastructure needs, including senior living facilities. For more information, contact Bob Madsen or Todd Kampa at 844-426-6733, or visit us at Compeer.com.

ent, LeadingAge Wisconsin will allow magic to happen throughout our Evening of Entertainment.

While Ryan mingles in the crowd dazzling you with his close up magic, The Presidents will take the stage to amaze you with their music.

Four score and seven years ago a monumental collection of musical pow-ers united in Wisconsin’s Fox Valley with the mission of helping people have a good time. Since that fateful day, The Presidents have become one of the most requested party bands in the state. Combining a high energy show with an eclectic mix of classic to contemporary party rock songs, The Presidents have the perfect mix of repertoire, talent, and charisma to rock your socks off.

6:00 p.m. to 11:00 p.m.Your Host for the Dinner& Evening of EntertainmentSpecialized Medical Services, Inc.Milwaukee, WI414-476-1112

6:00 p.m. to 7:30 p.m.Dinner Sponsored ByCompeer FinancialSun Prairie, WI612-419-4927

6:00 p.m. to 11:00 p.m.Entertainment Sponsored ByMartin Bros.Cedar Falls, IA800-847-2404

Join us for an evening of jaw dropping wonder and toe tapping fun as Ryan Martin stuns you with his magic and The Presidents delight you with their music.

For Ryan Martin, magic is about dreaming. It’s about connecting with people. Magic is about creating wonder. It’s about seeing faces light up with a smile. Magic is about sharing incredible moments that will stay for years to come. Ryan’s job is to create enchanted evenings of magic and joy with wonderful people (people like you). Ryan’s goal is to change the world one person at a time, inspiring them to believe in themselves and encouraging them to dream. There are no boundaries, there are no limits when people come together. That’s when magic happens. Through Ryan’s tal-

Friday, May 4, 2018

Schedule

7:00 a.m. to 11:30 a.m.Registration Open

7:00 a.m. to 8:15 a.m.Breakfast Buffet


E25 If You’re Not at the Table, You’re Probably on the Menu: Preparing for Sponsorship Transitions

For-profit providers are growing at a faster pace than their non-profit peers due to streamlined decision-making processes. It is important for non-profits to be proactive so that they, too, can be considered when affiliation/sponsorship/merger opportunities arise. This session will explore the market dynam-ics and how nonprofits can prepare themselves for future opportunities.


Learner Objectives:1. Analyze the importance of looking to the

future, and discuss where your community will fit into that picture.

2. Identify tools to help you prepare your board to have productive discussions regarding affiliation opportunities.

3. Practice using the presented tool with case studies and examples.


Presenter:Brendan Malone, Senior Vice President, BB&T Capital Markets, Chicago, IL

E26 Purposeful Transformation: IMPACT Act, Value-Based Purchasing & Alternative Payment Models

Post-acute care continues to see major changes in 2018 driven by another wave of publicly reported quality measures under the IMPACT Act, the skilled nursing facility Value-Based Purchasing Program, another round of voluntary bundling, and accountable care organizations moving fur-ther into risk. Providers must position themselves for success in this shifting environment with continued emphasis on improving quality and lowering costs.


Learner Objectives:1. Analyze the public policy context for

changes affecting post-acute care providers.

2. Discuss alternative payment methods and forthcoming publicly reported measures affecting skilled nursing facilities.

3. Develop a plan to make operational and strategic decisions necessary to succeed in a value-based environment.


Presenter:Brian Ellsworth, MA, Director, Payment Transfor-mation, Health Dimensions Group, Higganum, CT

E27 Secrets Your Employees Aren’t Telling You (Part One)

Ever wonder what your team members are saying about your organization when you aren’t around? It’s not what you think! Benefit from the insight-ful feedback of thousands of employees who have shared what goes right in their organization and what could go better. Guaranteed the same bright spots and downsides can be found in your own organization and that they are impacting your customers’ experience as well as your bottom line! Once you find out the secrets, learn the essential actions to address them and positively impact satisfaction, engagement, finances and clinical outcomes, and your bottom line. (This discussion will continue in Session F33.)


Learner Objectives: 1. Identify the importance of engaged employ-

ees to the organization’s key metrics. 2. Explore the most common bright spots and

drawbacks in organizations as identified by thousands of employees and residents.

3. Apply actionable recommendations shared by the presenter and fellow attendees in their own organization.


Presenter:Denise Boudreau-Scott, Owner & President, Drive, Manasquan, NJ

Session E27 Sponsored ByMarsh & McLennan AgencyNew Berlin, WI262-785-8833

E28 Identifying Elder Abuse and Exploitation by Resident Family Members: Some Tips for Facility Staff

Identifying elder abuse and financial exploita-tion is a challenging problem for long-term care staff. Yet those staff members can be important sources of information about potential abuse by family members. There are various forms that exploit the vulnerabilities of older adults, and they can be difficult to detect. We will explore the various types of elder abuse with an emphasis on financial exploitation. Also, we will provide tips for potential red flags of abuse and exploitation and address factors associated with abuse. We will take a closer look at the types of fraud and financial abuse that are directed at older adults, including common persuasion tactics.


Learner Objectives:1. Discuss the various types of family elder

abuse and financial exploitation. 2. Identify common risk factors for elder abuse

and exploitation, including unique vulner-abilities of older adults.

3. Recognize and identify the most common forms of fraud and financial abuse.

Relevant For: Skilled Nursing, Assisted Living, Senior Housing, Community Service Programs

Presenter:David Zimmerman, PhD, Elder Justice Founda-tion, Madison, WI

E29 Dementia: One Size Does Not Fit All -- Why Subtype Matters

Dr. Boyle will present an overview to dementia diagnosis, including the common subtypes of dementia. She will discuss how different sub-types may present differently and need different management and caregiving approaches. She will engage the audience with case discussions and audience questions to illustrate these points. Instruction Level: Intermediate

Learner Objectives:1. Discuss a diagnostic approach to dementia.2. Explore different features across the more

common dementia subtypes.3. Analyze how treatment needs and caregiv-

ing approaches can differ depending on dementia subtype.


Presenter:Lisa L. Boyle MD, MPH, Geriatric Psychiatry Fellowship Program Director, Clinical Associate Professor of Psychiatry, University of Wisconsin School of Medicine and Public Health Psychia-

13

Friday, May 4, 2018 (continued)

Schedule

trist, William S. Middleton Memorial Veterans Hospital, Madison, WI

E30 Bed Bugs -- Two Sessions in One

(1) Sleeping Tight without the Bites: Bed Bug Biology, Detection, and Management Practices for Senior Living Facilities

Bed bugs aren’t just part of nursery rhymes anymore. Over the last few decades, they have become significant pests in a variety of situations. In this presentation, we’ll cover key aspects of bed bug biology, examine ways to detect bed bugs, and discuss best management practices for senior living facilities.


Learner Objectives:1. Discuss key points about the life cycle and

habits of bed bugs which allow them to spread and make them challenging to detect and control.

2. Explore techniques and technologies used in the bed bug inspection process.

3. List the steps to take if/when bed bugs are detected in your facility.


Presenter:PJ Liesch, Extension Entomologist, University of Wisconsin, Madison, WI

(2) Legal Implications of Bed Bugs in Your Facility

People already are “buzzing” about this informa-tive session about legal considerations when you have bed bugs in your facility. What procedures should be implemented? What are the possible violations? Are bed bugs reportable to DQA? Can a bed bug infestation be considered abuse or neglect? In this session, you will learn everything you ever wanted to know about the legal aspects of having bed bugs in your facility.


Learner Objectives:1. Identify the proactive measures to take when

your facility has a bed bug infestation.2. List the steps you should take if DQA be-

comes involved.3. Discuss the violations that can result from a

bed bug infestation at your facility.


14

Diamond Conference SponsorSessions E27 and F33

Featuring Denise Boudreau-Scott

Friday, May 4, 2018 8:15 a.m. to 11:30 a.m.

Sponsored By

Marsh & McLennan Agency2725 S Moorland RoadNew Berlin, WI 53151

BUSINESS INSURANCE SOLUTIONSHEALTHCARE & SENIOR LIVING

SERVICES

SERVING THOSE WHO SERVE OUR AGING POPULATION

We have several offices throughout Wisconsin serving over 250 senior living facilities. We have the expertise and experience to under-stand your risk exposures and to provide solu-tions and assistance to make sure you get the protection you need.

As one of the largest agencies in the country, MMA has tremendous industry clout and ex-clusive access to senior living insurance com-panies.

Whatever your risk—from Property and Li-ability Coverage to Health and Welfare In-surance - our primary objective is to protect your bottom line by keeping your employees healthy and well.

For more information, please contact one of our senior living specialists.

Scott Naze, [email protected]

Kim Adey, Client [email protected]

Dave Hosack, Vice [email protected]

John Sarcia, Account [email protected]

Megan Zimmerman, Employee [email protected]

www.marshmma.com • 262-785-8833

WORLD CLASS. LOCAL TOUCH

Presenter:Bob Lightfoot, Shareholder, Health Care Law Practice Reinhart Boerner Van Deuren s.c., Madison, WI

9:45 a.m. to 10:00 a.m.Light Refreshment Break


F31 Purposeful Strategy in a Rapidly Changing World

Change is the only constant. The pace of change is escalating in speed and complexity. The health care environment is mature and consolidated while the senior living environment is growing and emerging. Changes and pressure on health care professionals to increase efficiency and control cost is the catalyst for the migration to population health management.

Population health management is altering care delivery in a dramatic way. Payers are transferring the financial risk and clinical accountability to providers, all the while, incentivizing increased coordination and technology to provide quality care at the most appropriate setting. This setting may be different from the traditional referral patterns.

As senior living organizations, we need to ask key questions such as:

• What are our core competencies? • Who are the right strategic partners? • How will savings be shared? • How will resident satisfaction be sustained? • How do we measure performance?

This session will help senior living organizations to understand these trends, to prepare and to po-tentially capitalize on new resultant opportunities.

Instruction Level: Advanced

Learner Objectives:1. Define and explore emerging trends impact-

ing senior living organizations.2. Identify how senior living organizations can

capitalize on opportunities in the changing environment.

3. Demonstrate, through case studies and anecdotes, how organizations nationally are responding to our rapidly changing world.


Presenters:Romy McCarthy, Managing Director, Senior Liv-ing Finance Team, Piper Jaffray & Co., Milwaukee, WI; Andy Edeburn, MA, Principal, Population Health, Premier Performance Partners, Premier, Inc., Charlotte, NC

F32 Is Now the Time for Telemedicine in Long-Term Care?

Telemedicine has become widely adopted since its inception more than 20 years ago. It has ap-plications in many settings with a variety of care models. This session will cover the offerings for long-term care, the facility and staff qualities that lead to success, and the financial considerations of the commitment.


Learner Objectives:1. Explore the telemedicine service options

that exist.2. Analyze facility preparedness to have a suc-

cessful program.3. Detail the return on investment when mak-

ing an investment in telemedicine.


Presenter:Mary Jo Gorman, MD, MBA, Interim-CEO, Tri-pleCare, New York, NY

F33 Secrets Your Employees Aren’t Telling You (Part Two)

(This is a continued discussion from Session E27.)



Presenter:Denise Boudreau-Scott, Owner & President, Drive, Manasquan, NJ

Session F33 Sponsored ByMarsh & McLennan AgencyNew Berlin, WI262-785-8833

F34 Addressing Sexual Harassment in the Long-Term Care/Assisted Living Setting

This session focus is on sexual harassment in the long-term care/assisted living setting, and discus-sion will address the complicated issues relating to a resident/tenant harassing an employee, including situations in which the resident is fully cognizant of their actions as well as situations in which the resident has dementia and is not cognizant of their actions.


Learner Objectives:1. Discuss the rights of the residents and the

rights of employees in instances of sexual harassment in skilled nursing/assisted living.

2. Identify some of the legal implications of this situation.

3. Explore what facilities and employees can do to protect themselves.


Presenters:Laurie Petersen, Shareholder and Board Mem-ber, Lindner & Marsack s.c., Milwaukee, WI; Sondra Norder, President & CEO, St. Paul Elder Services, Kaukauna, WI

F35 Strategies to Decrease Behavioral and Psychological Symptoms of Dementia (BPSD)

Psycho-social approaches are pivotal to helping the person with dementia who is under emotional and cognitive distress. An evaluation of triggers is essential, and a positive physical approach is recommended to effectively engage the person with dementia. Managing BPSD symptoms is always challenging, but increased understanding will facilitate better health outcomes. Instruction Level: Intermediate

Learner Objectives:1. Define BPSD.2. Identify the most frequently occurring chal-

lenging behaviors.3. Articulate evaluation of triggers of challeng-

ing behaviors.

Friday, May 4, 2018

Schedule

15

4. Discuss a positive approach as an interven-tion for BPSD.


Presenter:Suzanna Waters Castillo, PhD, MSSW, Distin-guished Faculty Associate, University of Wis-consin – Madison, Division of Counting Studies, Behavioral Health Unit, Madison, WI

F36 Antibiotic Stewardship in the Long-Term Care Setting: Preserving the Miracle

While antibiotics are undoubtedly beneficial in many circumstances, misuse of these medications is common and poses an under-appreciated risk of harm, and improving the use of antibiotics in older adults is a major public health priority. Antibiotic stewardship is a term used to describe procedures for ensuring that patients receive the right drug at the right time at the right dose for the right duration. This session will discuss the benefits and strategies of implementing antibiotic stewardship in long-term care and assisted living facilities.


Learner Objectives:1. Discuss the harms of antibiotic use in older

adults.2. Analyze the different influences on antibiotic

prescribing decisions in the long-term set-ting and assisted living setting.

3. List different strategies for improving an-tibiotic use in the long-term care/assisted living setting.


Presenter:Christopher J. Crnich, MD PhD, Chief of Medi-cine, Hospital Epidemiologist, William S. Middle-ton VA Hospital, Associate Professor of Medicine, Division of Infectious Diseases, University of Wisconsin School of Medicine and Public Health, Madison, WI

11:30 a.m.Adjournment

Register byApril 11, 2018to qualify for

early bird discounts.

New This Year

Online Registration

Registration for the LeadingAge Wisconsin 2018 Spring Con-ference is now available online!

This conference booklet includes registration forms for both the pre-conference sessions and the conference sessions; however, we now offer online registration for your convenience.

Why register online?

Save time – Now you can sign up online when and where it’s most convenient for you in just a few minutes without having to print, manually fill out, and send paper forms.

Improved service and support – LeadingAge Wisconsin will en-sure you have all the necessary information to immediately an-swer any payment related questions you might have.

Securely and conveniently pay online –Instead of writing a check or calling to provide credit card information, you may sim-ply enter your credit card details online to securely complete your transaction in seconds

Receive automated confirmation receipt – Once the payment is processed, you will receive a receipt confirming you are regis-tered for the 2018 Spring Conference and your payment has been securely processed and accepted. Access to early bird pricing – With flexible pricing options, you will be rewarded with the appropriate discounts for registering by our April 11th deadline.

Access to discounts – You don’t have to worry about forget-ting any special discounts. The online registration process will prompt you to enter any discount codes that apply to your spe-cific registration.

Receive e-mails and notifications – You will have the ability to be informed directly through your in box whenever a new con-ference feature is announced, without having to look for it.

Enter multiple and team registrations – Via online registra-tion, you can register for both the pre-conference sessions and the conference sessions without re-entering the same fields more than once, and you can register your whole team in one go.

16

You can register for this event online:

Conference Overview: www.cvent.com/d/qtqbp3Conference Agenda: www.cvent.com/d/qtqbp3/6XConference Registration: www.cvent.com/d/qtqbp3/4W

Or from your mobile device:

Mobile Conference Hub: www.cvent.com/d/qtqbp3/5C?dvce=2Mobile Conference Summary: www.cvent.com/d/qtqbp3?dvce=2Mobile Conference Agenda: www.cvent.com/d/qtqbp3?dvce=2Mobile Registration: www.cvent.com/d/qtqbp3/4W?dvce=2

Online Registration Sponsored By

Baker TillyMadison, WI608-240-672

Diamond Conference SponsorOnline Registration

Sponsored By

Baker Tilly10 Terrace Court

Madison, WI 53718608-240-6724

www.bakertilly.com

Baker Tilly is a nationally recognized, full-service accounting and advi-sory firm whose specialized professionals connect with clients through refreshing candor and clear industry insight. As senior living industry thought leaders, Baker Tilly’s more than 100 audit, tax, and consult-ing professionals help continuing care retirement communities, skilled nursing and assisted living facilities, and affordable housing projects for the elderly consider new strategies for the future. Our team offers finan-cial, operational, and strategic expertise covering the full spectrum of issues facing healthcare providers today.

17

Free App for Conference Registrants -- No More Papers to Juggle

Conference App

The LeadingAge Wisconsin Spring Conference will be smart!

Through the wonders of Smart content technology, our conference app will determine what attendees want to experience and deliver it within the app.

Conference registrants will be emailed information to download the free conference app. This conference app will offer unparalleled parity between devices, giving every attendee full use of the app no matter what mobile device they choose to use. Attendees can inte-grate their social media accounts, sync their conference schedules, set reminders for sessions, rate sessions, share contacts, send mes-sages, meet the sponsors, navigate the event, and more. Attendees easily will be able to navigate the conference from any mobile device.

Everything about the conference will be accessible through the app – schedules, maps, session handouts, attendee lists, even the confer-ence evaluation.

Please note: LeadingAge Wisconsin will not be printing handouts for the educational sessions and will not be providing confer-ence delegate kits. LeadingAge Wisconsin strongly encourages all conference participants to bring a computer, tablet, notebook, or smart phone – this will be your source for all information about the conference.

Register today and be watching your email for information about downloading your free conference app.

Diamond Conference Sponsor LeadingAge Wisconsin Conference App

Access All the Conference Information and Handouts From Your Mobile Device

Sponsored By

Piper Jaffray & Co.500 W. Silver Spring Dr., Suite K-200

Milwaukee, WI 53217414-847-6373 • www.piperjaffray.com

Piper Jaffray Companies (NYSE:PJC) is a leading investment bank and asset management firm serving clients across the U.S. and internationally. Founded in 1895, the firm is headquartered in Minneapolis with 40 offices across the U.S., including Mil-waukee. The Piper Jaffray & Co. senior living team helps clients achieve their strategic objectives through comprehensive invest-ment banking solutions, advisory services, loan placement ca-pabilities, in-depth senior living industry knowledge, trading expertise, and strong distribution channels. Our focus on client service has led to extraordinary results and long-term relation-ships. Learn more at www.piperjaffray.com.

Conference App Banner Sponsors

Marsh & McLennan Agency2725 S. Moorland RoadNew Berlin, WI 53151

262-796-8833www.marshmma.com

Piper Jaffray & Co.500 W. Silver Spring Dr., Suite K-200

Milwaukee, WI 53217414-847-6373

www.piperjaffray.com

Value First204 S. Hamilton Street

Madison, WI 53703608-255-7060

www.valuefirstonline.com

CliftonLarsonAllen LLP10700 West Research Drive, Suite 200

Milwaukee, WI 53226414-721-7580

www.CLAconnect.com

Community Living Solutions2801 E. Enterprise Avenue, Suite 202

Appleton, WI 54913920-209-7511

http://communitylivingsolutions.com

Hoffman Planning, Design & Construction, Inc.122 E. College Avenue, Suite 1G

Appleton, WI 54911920-380-2170

www.hoffman.net

7:00 a.m. to 5:00 p.m.7:00 a.m. to 8:00 a.m.8:00 a.m. to 8:15 a.m.8:15 a.m. to 9:15 a.m.9:15 a.m. to 10:00 a.m.10:00 a.m. to 10:15 a.m.10:15 a.m. to 11:15 a.m.

11:15 a.m. to 11:30 a.m.

11:30 a.m. to 12:30 p.m.

12:30 p.m. to 1:15 p.m.

1:15 p.m. to 2:45 p.m.

2:45 p.m. to 3:00 p.m.

3:00 p.m. to 4:30 p.m.

5:00 p.m. to 6:00 p.m.

6:00 p.m. to 7:30 p.m.

6:00 p.m. to 11:00 p.m.

Registration OpenContinental BreakfastConference Opening

A01Purposeful Partnerships:

How to Work with Hospitals to Achieve

Aligned and Meaningful GoalsJill Sumner

Anne Tumlinson

A03Onboarding on Purpose:

Learn How to Create a Lasting

Employee ExperienceBrooke Zabel

A02Purposeful Preparation for Mega

Rule Phase 3Leah Killian-Smith

A05Introduction to Purposeful

Ethical Decision MakingMichael Gillette

A04Cracking the Code:

Deciphering the Emergency

Preparedness RuleDavid Soens

A06Social Media Marketing

on Purpose: It’s About Connecting,

Not CollectingKaren Clark

B07Pursuing a CollaborativePost-Acute Care Agenda

Greg Banaszynski,Laura Rose, Jennifer BienoRyan Shear, Ron Schaetzl

B09From Truck Driver

to Care GiverCharles Schoenfeld

B08Where Is Your

Medical Director: Best Practices for the Future

V. Simon Mittal

B11Autonomy

and the Limits of Liberty

Michael Gillette

B10Life After Lightening

Karen SepichSandy Strittmater

B12Connecting People

with Purpose:The Power ofYour CultureBrooke Zabel

C15Power of

Non-TraditionalRecruiting

Bruce Matza

C14Behavioral Health:

Assisting Your Residents with Developing Individualized Care

and Living Life on PurposePatricia Boyer

Karen SimingtonAngela Greschner

C17Providers’ Rights

and ResponsibilitiesMichael Gillette

C16Evacuations

When Time MattersEdward BonillaAmber Eastman

C18It’s My Stuff!A Journey of

RecoveryLorraine Gilmore

D19Negotiating

Family Care RatesJohn KrampJim Williams

D21Model for Collaborative

Decision-MakingBruce Matza

D20OMG! Is the Survey Process

Actually Heading in the Right Direction -- Resident Centered?

Megan CorcoranBrenda Reierson

D23Dealing

with AddictionsMichael Gillette

D22Cyber-Security:A Good Offense

Is the Best DefenseAndrew Schlidt

D24The Secret Sauce

to Cultivating TrueResident Engagement

Erin Price

Break

Lunch

Break

Dinner

Keynote Address - The Inspirational Leader and the Power of Purpose - Joe Mull

Thursday, May 3, 2018

Break

Hospitality Reception

Concurrent Session PlannerWednesday, May 2, 2018

8:00 a.m. to 5:00 p.m.

9:30 a.m. to 11:30 a.m.

9:30 a.m. to 11:30 a.m.

11:30 a.m. to 1:15 p.m.

1:30 p.m. to 4:45 p.m.

(There will be a 15 minute break beginning at 3:00 p.m.)

4:30 p.m. to 5:30 p.m.

5:00 p.m. to 7:30 p.m.

Registration Open

LeadingChoice Board of Directors Meeting (Members Only)Directors of Nursing

Network MeetingSocial Service Directors

Network MeetingFinance DirectorsNetwork Meeting

Human Resource DirectorsNetwork Meeting

EchelonMeeting

PC1Preserving Life on Purpose:

The Role of Long-Term Care

Provider Owned Health PlansJill Sumner

Anne Tumlinson

Ask Me About I-LEAD Reception

C13Purposeful Care & Support:

The Benefits of Member-Centered

Creative Care PlanningMaria LegerKatie Mnuk

Welcoming Reception

18

LeadingAge Wisconsin Board of Directors Meeting

Ryan Martin (magician) and The Presidents (band)

Senior HousingNetwork Meeting

PC2DOLLAR$ & SENSE

of Technologyin Senior Living

Amber Redmond Ryan Preuss

Laura BatemanKristy EdwardsHeather MillerTim Graham

Leslee Schafer

PC3Financing on Purpose:

What You Need to KnowDennis Reilly, Lynn Olson,

Mark Sperka, Justin Munzel, Paul Treffert

PC4Purposeful Risk Management:

Quality Assurance in a World of Information

Chris KenyonWanda Plachecki

PC5Life on Purpose:

Strategies for Operationalizing Person-Centered Care

Amy Ruedinger

PC6Technology that Improves

CHOICE and EFFICIENCYin Dining

Janet BrynesMatt Stenerson

PC7How to Create Life on Purpose by

Bringing Joy to People with Dementia through Personalized Music

Kevin CoughlinJulie Hyland

PC8Music by Design: Success

in Music & Memory Related Programming

Melissa ColeChrista Iverson

LeadingAge Wisconsin Annual Business Meeting

7:00 a.m. to 11:30 a.m.

7:00 a.m. to 8:15 a.m.

8:15 a.m. to 9:45 a.m.

9:45 a.m. to 10:00 a.m.

10:00 a.m. to 11:30 a.m.

11:30 a.m.

Registration Open

Breakfast Buffet

E25If You’re Not at the Table,

You’re Probably on the Menu:Preparing for

Sponsorship TransitionsBrendan Malone

E27Secrets Your Employees

Aren’t Telling You(Part One)

Denise Boudreau-Scott

E26Purposeful

Transformation: IMPACT Act, Value-Based Purchasing & Alternative

Payment ModelsBrian Ellsworth

E29Dementia:

One Size Does Not Fit All -- Why Subtype Matters

Lisa Boyle

E28Identifying Elder Abuse

and Exploitation by Resident Family Members:

Some Tips for Facility StaffDavid Zimmerman

E30Bed Bugs (Two Sessions):

Sleeping Tight...Legal Implications..

PJ LieschBob Lightfoot

F31Purposeful Strategy

in a Rapidly Changing WorldRomy McCarthyAndy Edeburn

F33Secrets Your Employees

Aren’t Telling You(Part Two)

Denise Boudreau-Scott

F32Is Now the Time for Telemedicine

in Long-Term Care?Mary Jo Gorman

F35Strategies to Decrease

Behavioral and Psychological Symptoms

of Dementia (BPSD)Suzanna Waters Castillo

F34Addressing

Sexual Harassment in the Long-Term Care/Assisted Living

SettingLaurie PetersenSondra Norder

F36Antibiotic Stewardship

in the Long-Term Care Setting:

Preserving the Miracle Christopher Crnich

Break

Adjournment

Friday, May 4, 2018

Concurrent Session Planner

19

BUSINESS INSURANCE SOLUTIONS / HEALTHCARE & SENIOR LIVING SERVICES SERVING THOSE WHO SERVE OUR AGING POPULATION

We have several offices throughout Wisconsin serving over 250 senior living facilities. We have the expertise and experience to understand your risk exposures, provide solutions and assistance to make sure you get the protection you need.

As one of the largest agencies in the country, MMA has tremendous industry clout and exclusive access to senior living insurance companies.

Whatever your risk—from Property and Liability Coverage to Health and Welfare Insurance - our primary objective is to protect your bottom line by keeping your employees healthy and well.

FOR MORE INFORMATION, PLEASE CONTACT ONE OF OUR SENIOR LIVING SPECIALISTS

Scott Naze • President • [email protected] Adey • Client Executive • [email protected]

Dave Hosack • Vice President • [email protected] Sarcia • Account Executive • [email protected]

Megan Zimmerman • Employee Benefits • [email protected]

www.marshmma.com (262) 785-8833WORLD CLASS. LOCAL TOUCH

To register for the LeadingAge Wisconsin 2018 Spring Conference and Annual Business Meeting, register online (see details below and on page 16) or complete the enclosed registration form(s) and return it, with the appropriate remittance, to: LeadingAge Wisconsin, 204 South Hamilton Street, Madison, WI 53703.

If you mail your registration form and fees by April 11, 2018, reg-istration fees are as follows:

LeadingAge Wisconsin Members/Subscribers Entire Conference $265 per personMay 2 pre-cons *$ 60 per organizationMay 3 only $200 per personMay 4 only $130 per person

Non-MembersEntire Conference $290 per personMay 2 pre-cons *$100 per organizationMay 3 only $225 per personMay 4 only $155 per person

*Only if individuals from your organization will be attending any or all of the pre-conference seminars (PC1, PC2, PC3, PC4, PC5, PC6, PC7 and/or PC8). Registration for any/all of the pre-conference seminars must be completed separately on the enclosed pre-conference seminar registration form.

If you mail your registration form after April 11, 2018, you must pay a late fee, which will increase each of the above listed fees by $25.

Registration fees include all educational sessions and social events, the Lead-ingAge Wisconsin Annual Business Meeting, access to conference handouts, the conference app, break refreshments, receptions, the evening of entertain-ment, and meals listed in this booklet.

Refund Policy: Refunds will be made only if requested by April 24, 2018.

Online Registration

You can register for this event online:Conference Overview: www.cvent.com/d/qtqbp3Conference Agenda: www.cvent.com/d/qtqbp3/6XConference Registration: www.cvent.com/d/qtqbp3/4W

Of from your mobile device:Mobile Conference Hub: www.cvent.com/d/qtqbp3/5C?dvce=2Mobile Conference Summary: www.cvent.com/d/qtqbp3?dvce=2Mobile Conference Agenda: www.cvent.com/d/qtqbp3?dvce=2Mobile Registration: www.cvent.com/d/qtqbp3/4W?dvce=2

Online Registration Sponsored ByBaker TillyMadison, WI608-240-672

Registration Information

Life on Purpose

IN RURALAMERICA.

Compeer Financial, ACA is an Equal Credit Opportunity Lender and Equal Opportunity Provider. ©2017 All rights reserved.

Augusta Health and RehabilitationAugusta, WI

For more information, please contact us at (844) 426-6733 or visit us at compeer.com

Proud to be a

Top 12 Sponsor.

Financing communities

COMPEER.COM | (844) 426-6733

20

General Information

Organization ___________________________________________________ Phone # _______________________ Address ___________________________________________________________________________________City, State, Zip Code ____________________________________________________________________________ If anybody attending from your organization requires special accommodation as specified under the ADA, please check here and attach a separate sheet explaining these needs in detail.

Names, Titles, Email Address, and Pre-Conference Seminar Selection of ParticipantsComplete this section for all persons attending any of the pre-conference seminars on Wednesday, May 2, 2018.

You must specify which pre-conference seminar each participant will attendby using the discussion code numbers from page 18 (PC1, PC2, PC3, PC4, PC5, PC6, PC7, and/or PC8).

Check the seminar code # for each registrant (p. 18)

Name & Title of Participant PC1 PC2 PC3 PC4 PC5 PC6 PC7 PC8

1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Pay one organizational fee and bring as many individuals from your organization as you deem appropriate to attend the pre-conference seminars on Wednesday, May 2, 2018. Individuals will not be allowed to attend these seminars if they are not pre-registered.

Pre-Conference Seminar Organizational Registration Fees: LeadingAge Wisconsin Members/Subscribers: $60 per Organization if mailed by April 11, 2018 ($85 per organization if mailed after April 11, 2018) Non-Members: $100 per Organization if mailed by April 11, 2018 ($125 per organization if mailed after April 11, 2018)Total Amount of Pre-Conference Seminar Registration Fee Enclosed $ ____________

Complete and return this form no later than April 11, 2018 to:LeadingAge Wisconsin

204 South Hamilton Street, Madison, WI 53703Phone: 608-255-7060 ~ Fax: 608-255-7064

E-mail: [email protected] ~ www.LeadingAgeWI.org

Registration (registration for the 2018 Spring Conference must be completed separately on the enclosed form)

Email AddressWe must have your email address so that

we can email you information for accessingthe conference handouts.

Wednesday, May 2, 2018

Pre-Conference Seminar RegistrationYou also may register online. See page 16 for details.

Denise May | [email protected] | 608.255.7060Value First, Inc. is a group purchasing organization (GPO) owned by LeadingAge and twenty-five of its affiliates, including Wisconsin. As a GPO that’s committed to your mission, Value First leverages the buying power of LeadingAge members

across the country to get the best pricing on a comprehensive selection of high-quality products and services.

25% Savings =$1,851 annually

COFFEE

JANITORIALSUPPLIES


AIR FILTERS40% Savings =

$2,914 annually

Actual individual member savings.

WOUND CARERENTAL

EQUIPMENT12%-50% Savings =

$9-$57 per day

MONTHLY ELEVATOR SERVICE


OFFICESUPPLIES


MEDICALSUPPLIES


General Information

Organization ___________________________________________________ Phone # _______________________ Address ___________________________________________________________________________________City, State, Zip Code ____________________________________________________________________________ If anybody attending from your organization requires special accommodation as specified under the ADA, please check here and attach a separate sheet explaining these needs in detail._____ If anybody attending from your organization requires special menus for food functions, please check here and attach a separate sheet explaining these needs in detail.

Names, Titles, eMail Address, and Track Selection of ParticipantsComplete this section for all persons attending the entire conference (May 3-4, 2018).

For each time segment indicated, you must specify which breakout discussion each participant will attendby using the discussion code numbers from pages 18-19.

List the track code # for each registrant (pp. 18-19)

May 3 May 3 May 3 May 3 May 4 May 4 Fee Name & Title of Participant 10:15 to 11:30 to 1:15 to 3:00 to 8:15 to 10:00 to 11:15 12:30 2:45 4:30 9:45 11:30

1. $265 2. $265 3. $265 4. $265 5. $265 6. $265 7. $265 8. $265 9. $265 I. Total fee for participants attending the entire conference (May 3-4) $

Complete this section for all persons attending May 3 only.For each time segment indicated, you must specify which breakout discussion each participant will attend

by using the discussion code numbers from page 18.

Track code # for each registrant (p. 18)

May 3 May 3 May 3 May 3 Fee Name & Title of Participant 10:15 to 11:30 to 1:15 to 3:00 to 11:15 12:30 2:45 4:30

1. $200 2. $200 3. $200

II. Total fee for participants attending Thursday, May 3 only $

Please provide remainder of registration information and calculate fees on the reverse side of this form.

Registration (registration for pre-conference seminars must be completed separately on the enclosed form)

email AddressWe must have your email address so that

we can email you information for accessing the conference handouts and app.

eMail AddressWe must have your email address so that

we can email you information for accessingthe conference handouts and app.

The LeadingAge Wisconsin 2018 Spring Conference & Annual Business Meeting

Life On PurposeYou also may register online. See page 16 for details

Complete this section for all persons attending Friday, May 4 only.For each time segment indicated, you must specify which breakout discussion

each participant will attend by using the discussion code numbers from page 19.

Track code # (p.19)Name & Title of Participant May 4 May 4 Fee 8:15 to 10:00 to 9:45 11:30

1. $1302. $1303. $130III. Total fee for participants attending Friday, May 4 only $

Calculation of Registration Fees

A. Subtotal of registration fees for all participants from lines I, II, and III above $ _________B. Total number of registrants: __________ peopleC. Non-LeadingAge Wisconsin Members/Subscribers only: Number from Line B times $25 $ _________D. Calculated Registration Fee (Line A plus Line C) $ _________

If your registration form and total remittance are mailed after April 11, 2018, you must pay a late processing fee.If your registration form and total remittance are mailed after April 11, 2018,

please complete Line E and Line F below and pay the amount shown on Line F.

E. If mailed after April 11, 2018, number from Line B times $25 $ _________F. If mailed after April 11, 2018, number from Line D plus number from Line E $ _________

Registration for Meals, Receptions and ActivitiesIn order to plan efficiently and keep registration fees as low as possible,

LeadingAge Wisconsin needs to know exactly how many people will be attending each meal function, reception, and activity.Please indicate the number of registrants listed above who will participate in each of the following:

(Guests of paid conference registrants may purchase tickets for these activities at LeadingAge Wisconsin’s registration table.)

Of the people from your organization who are listed on this form as a paid registrant:_______ How many will attend the I-LEAD Reception on Wednesday, May 2?_______ How many will attend the Welcoming Reception on Wednesday, May 2?_______ How many will participate in the Continental Breakfast on Thursday, May 3?_______ How many will attend the Annual Business Meeting on Thursday, May 3?_______ How many will participate in the Luncheon on Thursday, May 3?_______ How many will attend the Hospitality Reception and Dinner on Thursday, May 3?_______ How many will participate in the Dinner on Thursday, May 3?_______ How many will attend the Evening of Entertainment on Thursday, May 3?_______ How many will participate in the Breakfast Buffet on Friday, May 4?

Please note that all meals and social activities are included in your registration fee. Since the registration fee is calculated as an all-inclusive package, there is no adjustment in the fee for attending or not attending any of these functions. Your cooperation in indicating the number of participants will enable LeadingAge Wisconsin to plan appropriately for each event. Thank you.

Complete and return this form no later than April 11, 2018 to:LeadingAge Wisconsin

204 South Hamilton Street, Madison, WI 53703Phone: 608-255-7060 ~ Fax: 608-255-7064 ~ E-mail: [email protected]

www.LeadingAgeWI.org

Email Address We must have your email address so that

we can email you information for accessing the conference handouts and app.

Continuing Education

LeadingAge Wisconsin has requested this educational program, including the pre-conference seminars, be approved for up to twelve (12.0) hours of continuing education for nursing home administrators. Our request has been submitted to (but not yet approved by) the NAB/NCERS. Call LeadingAge Wisconsin at 608-255-7060 for further information.

Important Note: If you haven’t already done so, please sign up with NAB’s CE Registry as soon as possible in order for the new electronic process to work. (See details on Page 4.)

Many sessions of this conference meet the requirements for continuing edu-cation for social workers as required by Chapter MPSW 8 of the Wisconsin Administrative Code.

Continuing education credit also will be available through the following professional organizations:

• National Certification Council for Activity Professionals

• Certifying Board for Dietary Manag-ers

• Wisconsin Dietetic Association’s Commission on Dietetic Registration

What to Wear

We encourage you to dress casually for all LeadingAge Wisconsin con-vention activities. May weather in Wisconsin Dells can be unpredictable; plan accordingly. Everyone responds differently to climate-controlled envi-ronments. The Kalahari does its best to provide a comfortable climate for our conference; however, sometimes it is warmer or cooler than you pre-fer. We hope you will take this into consideration when preparing for this

conference and wear clothing that can be layered.

Avoid Late Registration Surcharges

To qualify for the standard conference registration fee, your registration form and full remittance must be mailed to LeadingAge Wisconsin by April 11, 2018. If your registration is mailed after April 11, 2018, you will be charged a late registration surcharge of $25 per person.

Meal Tickets

Tickets for all meal functions are in-cluded in the registration fee for con-ference delegates. Because the registra-tion fee is calculated as an all-inclusive package, no discounts will be given to delegates who opt not to participate in meal functions or special activities. In order to keep your registration fees as low as possible, LeadingAge Wisconsin needs to know how many people will be attending each meal function. On your registration form, please indicate the number of registrants from your organization who will participate in each of these functions.

Special Needs

If you have dietary restrictions, or if you have a disability and would like special accommodation, please check the appropriate space on the registra-tion form and describe your request in writing on a separate sheet of paper. Send this information with your con-ference registration form.

Location

The LeadingAge Wisconsin 2018 Spring Conference & Annual Business Meeting will be held at the Kalahari Resort & Convention Center, 1305 Kalahari Drive, Wisconsin Dells, WI

53965. Please direct all room reserva-tion requests and related questions to the Kalahari directly. Overnight accommodations are available on a first-come-first-served basis.

Kalahari, 1305 Kalahari Drive, Wisconsin Dells, WI 53965; Phone: 608-254-5466; Room Rates: $115 single/double.

To make a room reservation, go to https://stay.kalahariresorts.com/wisconsin#groupSignIn. Your group code is: 20596 Put your group code in and hit continue. Follow instructions on the website to reserve your rooms.

The above quoted rates apply only if you make your room reservations by April 1, 2018 and request a room with-in the LeadingAge Wisconsin block. Reservations made after that date will be subject to availability and will be charged at the standard room rate.

Conference Questions

If you have questions regarding the LeadingAge Wisconsin 2018 Spring Conference & Annual Business Meet-ing, please contact:

LeadingAge Wisconsin204 South Hamilton StreetMadison WI [email protected]

www.ziegler.com/SeniorLiving

• Investment Banking

• Financial Risk Management

• Sponsorship Transitions, Dispositions, Mergers & Acquisitions

• Seed Capital

• FHA Mortgage Banking

• Capital & Strategic Planning

• Research, Education &Thought Leadership

©2018 B.C. Ziegler and Company | Member SIPC & FINRA

PROUD SPONSOR OF LEADINGAGE WISCONSIN

STEVE JOHNSONMANAGING [email protected] 978 6528

Investment banking services offered through B.C. Ziegler and Company. FHA mortgage banking services are provided through Ziegler Financing Corporation, which is not a registered broker/dealer. Ziegler Financing Corporation and B.C. Ziegler and Company are affiliated and referral fees may be paid by either entity for services provided.

ZIEGLER SENIOR LIVING FINANCE

Together we are making a continued commitment to senior living excellence through education and comprehensive, innovative financial services

WILL CARNEYMANAGING [email protected] 978 6542

2018 spring conference & annual business · pdf fileput your group code in and hit...

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