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The Eldercare Workforce Alliance is a project of The Advocacy Fund. The positions of the Eldercare Workforce Alliance reflect a consensus of 75 percent or more of its members, and do not necessarily represent the position of individual Alliance member organizations. August 16, 2013 Helen Lamont, Ph.D. HHS Office of the Assistant Secretary for Planning and Evaluation Room 424E, Humphrey Building 200 Independence Avenue, SW Washington DC, 20201 Dear Dr. Lamont: The Eldercare Workforce Alliance, a group of 28 national organizations joined together to address the immediate and future workforce crisis in caring for an aging America, is grateful for your work to strengthen the workforce caring for individuals with Alzheimer’s disease and related dementias (ADRD). As you know, the Institute of Medicine, in its critical report Retooling for an Aging America: Building the Health Care Workforce, called for immediate investments in preparing our health care system to care for older Americans and their families. In response, we formed the national Eldercare Workforce Alliance representing consumers, family caregivers, the direct-care workforce, and healthcare professionals – to propose practical solutions to strengthen our eldercare workforce and improve the quality of care. We are committed to addressing the workforce shortage and applaud work of the Advisory Council on Alzheimer’s Research, Care, and Services, especially the attention paid to supporting a well-trained workforce. The panel is critical in meeting the needs of individuals and caregivers coping with the consequences of Alzheimer’s disease. Despite the critical role of services and supports, we know that the workforce is not able to meet the demands of our growing older adult population, especially given the challenges and projected surge of older Americans with ADRD. We are pleased to support the nominees of Alliance member organizations listed on the attached page and whose curricula vitae and resumes are included with this letter. Thank you for considering these nominees. We believe that access to quality health care for older adults with cognitive impairment is vital to healthy aging and we commend you for your efforts. As the work of the committee continues, we welcome opportunities to work with you. Sincerely, Nancy Lundebjerg, MPA Michèle J. Saunders, DMD, MS, MPH EWA Co-Convener EWA Co-Convener 212-308-1414 210-567-7439 [email protected] [email protected] 40 Fulton Street 18 th Floor New York, NY 10038 212-822-3578 www.eldercareworkforce.org

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Page 1: Health Care Workforce - N-AGE · The Eldercare Workforce Alliance is a project of The Advocacy Fund. The positions of the Eldercare Workforce Alliance reflect a consensus of 75 percent

The Eldercare Workforce Alliance is a project of The Advocacy Fund.

The positions of the Eldercare Workforce Alliance reflect a consensus of 75 percent or more of its members, and do not necessarily represent the position of individual Alliance member organizations.

August 16, 2013 Helen Lamont, Ph.D. HHS Office of the Assistant Secretary for Planning and Evaluation Room 424E, Humphrey Building 200 Independence Avenue, SW Washington DC, 20201 Dear Dr. Lamont:

The Eldercare Workforce Alliance, a group of 28 national organizations joined together to address the immediate and future workforce crisis in caring for an aging America, is grateful for your work to strengthen the workforce caring for individuals with Alzheimer’s disease and related dementias (ADRD).

As you know, the Institute of Medicine, in its critical report Retooling for an Aging America: Building the Health Care Workforce, called for immediate investments in preparing our health care system to care for older Americans and their families. In response, we formed the national Eldercare Workforce Alliance – representing consumers, family caregivers, the direct-care workforce, and healthcare professionals – to propose practical solutions to strengthen our eldercare workforce and improve the quality of care.

We are committed to addressing the workforce shortage and applaud work of the Advisory Council on Alzheimer’s Research, Care, and Services, especially the attention paid to supporting a well-trained workforce. The panel is critical in meeting the needs of individuals and caregivers coping with the consequences of Alzheimer’s disease.

Despite the critical role of services and supports, we know that the workforce is not able to meet the demands of our growing older adult population, especially given the challenges and projected surge of older Americans with ADRD. We are pleased to support the nominees of Alliance member organizations listed on the attached page and whose curricula vitae and resumes are included with this letter.

Thank you for considering these nominees. We believe that access to quality health care for older adults with cognitive impairment is vital to healthy aging and we commend you for your efforts. As the work of the committee continues, we welcome opportunities to work with you.

Sincerely,

Nancy Lundebjerg, MPA Michèle J. Saunders, DMD, MS, MPH EWA Co-Convener EWA Co-Convener 212-308-1414 210-567-7439 [email protected] [email protected]

40 Fulton Street

18th Floor New York, NY 10038

212-822-3578

www.eldercareworkforce.org

Page 2: Health Care Workforce - N-AGE · The Eldercare Workforce Alliance is a project of The Advocacy Fund. The positions of the Eldercare Workforce Alliance reflect a consensus of 75 percent

The Eldercare Workforce Alliance is a project of The Advocacy Fund.

The positions of the Eldercare Workforce Alliance reflect a consensus of 75 percent or more of its members, and do not necessarily represent the position of individual Alliance member organizations.

The Eldercare Workforce Alliance urges you to consider the following nominees, put forth by the listed member organizations: Harry Johns, Alzheimer’s Association Carol Steinberg, Alzheimer’s Foundation of America Michael Wasserman, American Geriatrics Society

Page 3: Health Care Workforce - N-AGE · The Eldercare Workforce Alliance is a project of The Advocacy Fund. The positions of the Eldercare Workforce Alliance reflect a consensus of 75 percent

Harry M. Johns, MBA

President and Chief Executive Officer, Alzheimer’s Association

Chicago, IL

Harry Johns leads the Alzheimer’s Association, the world’s leading voluntary health

organization in Alzheimer’s care, support, and research. The Alzheimer’s Association has

led the Alzheimer’s movement since 1980: promoting and funding innovative research;

speaking out for greater public awareness and the need for increased research, prevention,

and care; and actively engaging with the global, national, and local communities to support

and expand outreach that ensures greater knowledge, safety, and resources for people with

Alzheimer’s and their families.

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Harry M. Johns 420 E. Waterside Drive, #1901

Chicago, Illinois 60601

312-335-4071 office

312-731-6820 mobile

[email protected]

PROFESSIONAL EXPERIENCE

ALZHEIMER’S ASSOCIATION Chicago, IL

President and Chief Executive Officer 2005-Present

Lead the world’s largest Alzheimer’s organization, with revenues of more than $280

million, more than 80 Chapters and nearly 300 offices nationwide. Responsible and

accountable for all organizational strategy, operations and outcomes, including: mission

delivery through advocacy and public policy, care and support for persons with dementia

and their families, information, communications, research and other medical-scientific

endeavors as well as revenue development. Report to the Alzheimer's Association Board

of Directors.

Led nationwide organizational discussion, planning and implementation of significant

organizational changes to advance internal coordination and maximize revenue

development for the organization, facilitating increased reach of programs and

focusing attention on Alzheimer's disease externally like never before. The changes

were adopted with strong consensus and have positively altered the strategic pursuits

and operational success of the Alzheimer’s Association.

Led changes across the organization, including Alzheimer’s Association chapters,

that have aligned the entire organization on the basis of a single nationwide strategic

plan, collaboratively developed, with measurable outcomes and accountability to

advance the mission. Plan goals and primary activities include raising attention to

Alzheimer's, increasing reach of care and support to people with the disease, their

families and their caregivers, advocating for public policy changes, and advancing

research directly through international Association programs.

Oversee the broadest and deepest set of program offerings for persons with dementia,

their caregivers and families in the United States and the development of new

programs to better meet the needs of constituents through an Association-wide

common program plan and the multi-year strategic plan. Programs provided by the

Association range from those for individuals with early stage Alzheimer's to

programs designed to support caregivers of loved ones at a late stage of disease.

They also include online communities and programs as well as a one-of-its-kind free

24/365 helpline serving 250,000 Americans per year, care consultation, wandering

support, and many other services for those facing the effects of dementia.

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Oversee management of the largest private non-profit research program in

Alzheimer's disease, operating internationally to provide direct grant funding to

researchers, to convene researchers from all sectors in a variety of forums to advance

outcomes through sharing of data, to develop collaborations among researchers both

domestically and internationally, to develop tools to facilitate the Alzheimer's disease

research community in achieving more rapid outcomes and to identify and address

gaps in research functions that would otherwise not be filled.

Initiated and continue to oversee the first ever nationwide paid and earned media

campaign to raise public understanding of the realities of Alzheimer’s disease and the

consequences of inaction, as well as communicate the nationwide availability of best

in class support from the Alzheimer's Association. The campaign has made

significant gains in media coverage and has quantifiably increased both public

attention to Alzheimer's disease and reach, including more than 1.3 million monthly

visitors to the Association's award-winning website, alz.org, and demand for services

from Alzheimer's Association chapters nationwide.

Led changes in what is now the Alzheimer’s Association International Conference,

with the Association taking on full leadership, converting from a biannual to an

annual format to advance the exchange of Alzheimer science more rapidly and to

solidify the meeting as the leading science platform for media reporting of

Alzheimer's advances. Participation in this world's largest Alzheimer's research

gathering now annually includes approximately 5,000 researchers and others from

across sectors, supported by government, private industry and non-governmental

organizations from more than 60 countries.

Initiated a new emphasis on the importance of public policy to change the course of

Alzheimer's disease. Through this emphasis, the organization successfully led public

efforts to work with federal leaders to include Alzheimer's treatments in the Medicare

Part D formulary, to have early onset Alzheimer's included in the Compassionate

Allowance Initiative of the Social Security Administration and to enact the National

Alzheimer's Project Act.

With the National Institute on Aging, spearheaded the creation of the first new criteria

and guidelines for the diagnosis of Alzheimer’s disease in 27 years. Published the

criteria, including ready-to-use clinical diagnostic criteria in Alzheimer’s and

Dementia: The Journal of the Alzheimer’s Association, the highest impact journal in

the Alzheimer’s scientific space and among the top three of all clinical neurology

journals, according to Thompson Reuters.

Oversee critical lead investments in Alzheimer’s research, including the first-ever

whole genome sequencing of individuals with Alzheimer’s, the World Wide

Alzheimer’s Disease Neuroimaging Initiative (WW-ADNI) and Global Alzheimer's

Association Interactive Network (GAAIN), which aim to make Alzheimer's disease

research available from the world's foremost Alzheimer's researchers. Fund best-of-

field, peer-reviewed research worldwide as the world’s largest nonprofit funder of

Alzheimer’s research

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Mobilized hundreds of thousands of community volunteers to the Alzheimer's cause

through one of only two major walk / run / ride fundraising events in America to

continue to grow during the economic downturn. Oversaw recruitment of hundreds

of thousands of grassroots advocates to support public policy changes, now adding

tens of thousands of new advocates every year.

Called for the creation and supported the initiation of the National Study Group on

Alzheimer’s Disease, a panel of eminent bi-partisan leaders who recommended the

creation of a National Alzheimer’s Project and an inter-agency strategic planning

process.

Launched the first Alzheimer’s clinical studies matching service, Alzheimer’s

Association TrialMatch™, to promote increased public awareness and participation in

clinical studies.

AMERICAN CANCER SOCIETY, NATIONAL HOME OFFICE Atlanta, GA

Executive Vice President, Strategic Initiatives 1998-2005

Managed staff of 500 and budget of $130 million. Responsible for overall strategy

development and execution of all constituent related operations, including four of the

organization’s five nationwide strategic directions: information, community programs,

advocacy and income development. Additionally responsible for enterprise-wide

marketing, communications and information technology. Member of executive team of

four managing the nation's largest health non-profit organization.

Initiated Everyday Choices, an ongoing collaboration of the American Heart

Association, the American Diabetes Association and the American Cancer Society to

promote nutrition, physical activity and other prevention practices common to cancer,

heart disease and diabetes.

Supervised the implementation of customized state-of-the science decision tools for

those affected by cancer, including a clinical trials matching and participation

program including both government and private trials.

Supervised development of nationwide advocacy network, then rated as one of

Washington’s most influential health advocacy networks. Network produced tens of

thousands of messages from constituents in support of cancer issues, supporting

successful passage of colorectal and clean indoor air legislation.

Increased organizational income by more than $200 million through field deployment

of fundraising events, implementation of a planned giving business unit and improved

marketing. Managed the deployment of new nationwide integrated fundraising plan

and associated national staff.

Managed the growth of information services to lead the category in both telephone

and web delivery of cancer content, serving more than 6.4 million contacts annually.

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Created and managed development of market leading, self-funded, toll-free tobacco

cessation counseling line, American Cancer Society branded and unsurpassed in its

efficacy, with quit rates as high as 30%.

Directed development and deployment of the organization’s first nationwide paid

advertising campaign, supporting increased knowledge of Society programs and

driving increased contacts to telephone and web-based programs.

General Manager, Health Content Products 1994-1998

National Vice President, Business Strategies

Managed staff of more than 100. Responsible for building health content development

and delivery operations; member of field operations team charged with redesigning and

reorganizing field operations. Reported to Executive Team, COO.

Created concept and business plan, acquired $7 million in start-up funds, achieved

100% voluntary participation, and led development of a high touch constituent

information center, consolidating inbound 800 calls from more than 200 locations to

one facility operating 24/365.

Developed strategies and plans, including financial, geographic, political and human

resource analysis for voluntary consolidation of separately incorporated field

divisions from 57 to 17, reducing costs by at least $20 million. Worked with team of

four, successfully implementing strategies.

AMERICAN CANCER SOCIETY, FLORIDA DIVISION, INC. Tampa, FL

Vice President for Marketing and Development 1988-1994

Responsible for strategy and implementation, including Division-wide marketing and

income for then second largest incorporated division of the American Cancer Society

with total revenues of $28 million. Managed staff of 32. Reported to the Division

Executive.

Developed and implemented strategies achieving new income of $11.2 million.

Led reorganization of management areas by media markets.

AMERICAN CANCER SOCIETY, ARIZONA DIVISION, INC. Phoenix, AZ

Director of Development 1985-1988

District Executive Director 1983-1985

Field Representative 1982-1983

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Reported progressively, with both functional and P&L responsibilities. Increased income

in every position, including consecutive division increases of 25%, 26% and 33%. Also

responsible for public policy while serving as Director of Development.

JL CONSULTING, INC. Centralia, IL

Principal 1979-1982

Economic development consultant. Successfully navigated agency processes on behalf

of Illinois companies and communities.

PAUL SIMON, Member of Congress Washington, D.C.

Special Projects Assistant 1978-1979

Responsible for acquiring federal funding support for Simon’s Southern Illinois District.

Acquired $14 million (14% of nationwide funding for comparable areas) in Urban

Development Action Grants.

SERVICE

ADVISORY COUNCIL ON ALZHEIMER’S RESEARCH, CARE, AND

SERVICES

Member, Research Subcommittee

The Advisory Council on Alzheimer’s Research, Care and Services makes

recommendations to the Secretary of Health and Human Services (HHS) for priority

actions to improve the health outcomes of people with Alzheimer’s Disease and Related

Disorders and reduce the financial burden of these conditions on those with the diseases,

their families and society.

RESEARCH!AMERICA

Member, Board of Directors, Executive Committee and Audit Committee

Chair, Audit Committee

Past Chair, Advocacy Awards Selection Committee

Past Co-Chair, Advocacy Awards Dinner

Research America is the nation’s largest not-for-profit public education and advocacy

alliance committed to making research to improve health a higher national priority.

Member organizations represent a vast array of medical, health and scientific fields that

work together to prioritize national research to improve health.

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NATIONAL HEALTH COUNCIL

Past Member, Board of Directors

The Council is the only organization of its kind that brings together all segments of the

health care community to provide a united voice for the more than 133 million people

with chronic diseases and disabilities and their family caregivers. Made up of nonprofits,

associations and pharmaceutical, medical device, and biotechnology companies.

EDUCATION

KELLOGG GRADUATE SCHOOL OF MANAGEMENT

NORTHWESTERN UNIVERSITY Evanston, IL

Master of Business Administration 1992

Chosen as graduation speaker by peers

ECKERD COLLEGE St. Petersburg, FL

Bachelor of Arts 1990

Chosen as graduation speaker by faculty

Recipient of the William H. Kadel Alumni Medal for Outstanding Career

Achievement in 2008

Page 10: Health Care Workforce - N-AGE · The Eldercare Workforce Alliance is a project of The Advocacy Fund. The positions of the Eldercare Workforce Alliance reflect a consensus of 75 percent

322 Eighth Ave., 7th fl, New York, NY 10001 · 866.AFA.8484 · www.alzfdn.org

Carol Steinberg Carol Steinberg is currently serving as acting chief executive officer of the Alzheimer’s Foundation of America (AFA), a national nonprofit organization dedicated to providing optimal care to individuals with dementia and their families. Prior to this appointment in January 2013, she was executive vice president of AFA since the organization’s founding in February 2002, contributing significantly to its growth and helping to guide the development of its programs and initiatives over the past decade. Ms. Steinberg oversees all foundation operations, including executive and administrative functions, staff oversight, advocacy, programs and services and communication strategies. In addition, she has been responsible for the direction and content of care ADvantage, AFA’s quarterly magazine for caregivers of people with Alzheimer’s disease and related illnesses, since its inception. Ms. Steinberg joined AFA after an extensive career as an award-winning freelance journalist, including being a regular contributor to The New York Times.

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[1]  

CAROL STEINBERG 40 Stoner Ave., Apt. 1F Great Neck, NY 11021 

Tel: (cell) 516‐236‐7101 (office) 866‐232‐8484 [email protected] 

 

PROFESSIONAL EXPERIENCE 

Alzheimer’s Foundation of America (AFA), New York, NY     (February 2002‐Present) 

 

Chief Executive Officer                                                                               (January 2013‐Present) 

 

Provide ongoing executive, administrative and financial oversight and strategy‐building for 

this leading national nonprofit organization focused on care for individuals with dementia 

and their family and professional caregivers, with $5 million in revenues and 1,600 member 

organizations nationwide. 

Serve as liaison with board of trustees, and medical and other advisory boards composed of 

nation’s top dementia experts; and oversee management team.  

Set public policy, ensuring provisions for development and funding of care‐related 

initiatives, and engage in top‐level advocacy efforts to advance agenda. 

Provide input into Leaders Engaged on Alzheimer’s Disease (LEAD), in AFA’s role as co‐

convener of 60‐member coalition charged with accelerating progress in research and care. 

Identify and structure strategic alliances to foster AFA’s mission and services. 

Advance and oversee execution of AFA’s myriad programs/services, including its pivotal 

early detection initiative; grant‐making programs to expand community services and provide 

family respite care; membership structure; and development efforts to build organization’s 

presence and capabilities to meet stakeholders’ needs. 

Serve as chief spokesperson to raise visibility of AFA and Alzheimer’s cause in general, and 

ensure brand integrity, through top‐tier media interviews, public speaking engagements, 

blog authorship and other internal/external information sources; and executive editorial 

oversight of all AFA publications, including care ADvantage, the nation’s first magazine for 

caregivers of people with Alzheimer’s disease and related illnesses. 

 

Executive Vice President    (February 2002‐January 2013)   

Editor‐in‐Chief, care ADvantage magazine   (November 2005‐Present) 

   

Collaborated with CEO to implement organization’s mission, build infrastructure, develop 

business strategies and foster strategic partnerships with major organizations/companies to 

grow AFA from inception into the second largest national advocacy organization related to 

Alzheimer’s disease. 

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[2]  

Oversaw foundation operations, including handling myriad executive, operations and 

administrative functions, and program development. 

Handled various aspects of staff/consultant recruitment and supervision. Directly manage 

communications, development and social services teams, and various public relations, writing, 

development and Web consultants. Interacted with various advisory boards. 

Participated in advocacy efforts in Congress, including input into policy development and 

Congressional briefings; and content submissions and editorial review and editing of white 

papers (“No Time to Waste,” “Time to Act is Now,” “Time to Build”) related to nation’s historic 

Alzheimer’s plan, government funding and other issues. 

Identified, wrote, edited, prepared and reconciled budgets for grant proposals to potential 

funders for AFA’s programs, resulting in millions of dollars in corporate and government grants. 

Developed, rolled out and supervised several national initiatives, including National Memory 

Screening Day, held annually since 2003 with the participation of 2,400 sites in 2012; AFA ‘s 

award‐winning AFA Teens division to educate and engage the younger generation;  National 

Brain Game Challenge featuring renowned puzzle master Merl Reagle; and the “Together for 

Care” Telethon, the nation’s first—and Telly award‐winning—telethon   for Alzheimer’s disease,  

which aired on NBC affiliates in major  markets in December 2010. 

Oversaw organization’s communications and public relations strategies and craft messaging to 

promote AFA’s mission, brand and programs, and to raise awareness of Alzheimer’s disease. 

Includes serving as spokesperson, creating strategic, multi‐platform campaigns (including social 

media), writing/editing press releases, targeting local and national media, writing blogs 

(Huffington Post, HealthCentral), developing PSAs and promotional videos, and interacting with 

celebrity spokespeople and AFA advisory boards. Public relations efforts have resulted in top‐

tier national media coverage, including The New York Times, The Wall Street Journal, USA 

Today, PBS NewsHour, the “Today” show, “O” magazine and CNN Radio. 

Developed “personality” and content, and oversee creative development of AFA’s network of 

interactive Web sites, including award‐winning www.carecrossroads.org. 

Wrote, edited and oversaw all printed materials, including direct fundraising appeals, 

Congressional testimony, marketing collateral, brochures and white papers, as well as 

production of AFA’s DVD educational series for family caregivers.  

Assumed overall editorial responsibility for care ADvantage, the nation’s first magazine for 

caregivers of people with Alzheimer’s disease and related illnesses, published quarterly by AFA. 

Directed editorial content, assigned, edited and wrote articles, and supervised graphic design. 

 Long Island Alzheimer’s Foundation (LIAF), Port Washington, NY          (February 2001‐March 2004) 

Executive Vice President  (September 2003‐March 2004) 

Director of Public Relations and Development   (February 2001‐August 2003) 

 

Devised full‐scale public relations campaign to heighten awareness of Alzheimer’s disease and 

LIAF’s services, including successful placements in The New York Times, Newsday, ABC News and 

Bloomberg Radio. 

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[3]  

Conceived of and wrote promotional literature, including annual reports, brochures and 

newsletter articles.   

Handled administrative functions, including staff recruitment and supervision. 

Identified potential public, private and corporate funding sources, wrote grant proposals and 

sponsorship letters, and provided follow‐up. Successful efforts (in a two‐year period) included 

securing approximately $500,000 in private/legislative grants and corporate sponsorships. 

Developed and secured foundation funding for innovative in‐home respite care program.   

Developed and implemented major annual fundraising event—“The Memory Paddle 

Challenge”—that drew widespread local and national media coverage, new corporate sponsors 

and individual donors. 

Freelance Journalist (Specializing in Business)    (January 1984‐January 2001)     

Regular contributor, The New York Times 

Contributing editor, Physicians Financial News 

Contributor, Jewish World 

 

Wrote articles that appeared in Business Start‐Ups, Exec: The Executive’s Guide to Electronic 

Business, Fact, Fifty‐Plus, FranchisePlanet.com, GlobalFranchise, Jewish World, Legal Assistant 

Today, Physicians Financial News, Savvy Woman, SoHo News, Success, Sylvia Porter’s Personal 

Finance, The New York Times, USA Today, Venture, Woman’s World, World Trade. 

Ghostwrote business‐related book. 

Expert on franchising: monthly columnist for Success, USA Today, Venture, World Trade. 

EDUCATION 

Brooklyn College of the City University of New York B.A. English, Magna Cum Laude, Dean’s List, Journalism Honors 

Internship at the Daily News Managing editor, Brooklyn College student newspaper, Kingsman 

 

AWARDS 

Press Club of Long Island, Business Reporting (two‐time winner) Press Club of Long Island, Feature Reporting 

Press Club of Long Island, Best Feature Council of Jewish Federations, Smoler Award for Excellence in North American Jewish Journalism 

American Jewish Press Association, Human Interest Feature Writing National Mature Market Media Awards Winner (2012)—www.carecrossroads.org 

 

AFFILIATIONS 

American Society of Journalists and Authors 

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Michael Wasserman, MD, is a Geriatrician and former co-founder of Senior Care of

Colorado. In addition to caring for many patients with Alzheimer’s Disease, he has actively

spoken on the topic for many years and has participated in clinical research. He has also

been active for many years lecturing to caregivers on behalf of the Colorado Alzheimer’s

Association. In 2008, Dr. Wasserman was instrumental in developing the MESA project

(Medicare Experts/Senior Access) which brought expertise to physicians in rural

Colorado in regards to caring for the elderly with Alzheimer’s Disease. He served as

Co-Chair of the Colorado Alzheimer’s Coordinating Council, which developed a state plan

for addressing the growing number of people with the disease. Dr. Wasserman is also a

member of the State of Colorado’s Long Term Care Advisory Committee, which focuses on a

population in the state that includes a large number of people with Alzheimer’s Disease. He

also served as Colorado’s lead delegate to the 2005 White House Conference on Aging.

In 2001, Dr. Wasserman co-founded Senior Care of Colorado, which became the

largest privately owned primary care geriatric practice in the country. He previously was

President and Chief Medical Officer for GeriMed of America, a Geriatric Medical

Management Company located in Denver, Colorado. Dr. Wasserman is a graduate of the

University of Texas, Medical Branch. He completed an Internal Medicine residency at

Cedars-Sinai Medical Center and a Geriatric Medicine Fellowship at UCLA. He spent five

years with Kaiser-Permanente in Southern California where he developed a Consultative

Geriatric Medical model. He is past chair of the American Geriatric Society’s Managed Care

Task Force and presently serves on the Public Policy Committee. He was formerly a Public

Commissioner for the Continuing Care Accreditation Commission. Dr. Wasserman remains

active in the community and has served on the Board of Directors for Denver Hospice for

the past 13 years.

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CURRICULUM VITAEMichael R. Wasserman, M.D.

Cell Phone 720-412-5202e-mail: [email protected]

PRESENT POSITION: Geriatrician

FACULTY APPOINTMENT:1995-present, Assistant Clinical Professor, University of Colorado Denver, School of Medicine, Division of Geriatric Medicine, Aurora, Colorado.

EDUCATION:1992 Diplomate, Geriatric Medicine, American Board of Internal Medicine1988-89 UCLA School of Medicine, Fellowship, Geriatric Medicine1988 Diplomate, Internal Medicine, American Board of Internal Medicine1985-88 Cedars-Sinai Medical Center, Residency, Internal Medicine1981-85 University of Texas, Medical Branch, M.D.1980-81 UC Irvine, Graduate School, Chemistry1978-80 UC Irvine, B.S., Chemistry1976-77 UC San Diego

GRANTS:2008-20012, $1.6 million in two awards for The Colorado M.E.S.A. (Medicare Experts/Senior Access) Initiative. This grant project, funded by the Colorado Health Foundation, was an innovative collaboration between Senior Care of Colorado and the Alzheimer's Association Colorado Chapter. The project's goals were to increase the quality and accessibility of healthcare for seniors under the Medicare program and to increase the confidence and satisfaction of primary care physicians in treating seniors with some of the most difficult and co-existing health conditions throughout the state of Colorado.

ADMINISTRATIVE POSITIONS AND RESPONSIBILITIES:Medical Director, Berkley Manor, Denver, CO, 2009-20122001-2010, Co-founder, Co-owner, Senior Care of Colorado, P.C.2006-2009, Owner, Common Sense Medical Management, Aurora, ColoradoMedical Director, Manor Care, Denver, Co, 2006-2007Medical Director, Life Care of Aurora, Aurora, CO, 2001-2004Medical Director, Garden Terrace (Alzheimer’s Center of Excellence), Denver CO, 2000-2004Medical Director, TLC-Staffbuilders, Denver, CO, 2002-2004Medical Director, Sable Care Center, Aurora, CO, 2002-2003 Medical Director, Information Systems, GeriMed Of America, Englewood, CO, 2001President and Chief Medical Officer, GeriMed of America, Englewood, CO, 1998-2000Vice-President of Medical Affairs, GeriMed of America, Denver CO, 1996-1998Medical Director, Manor Care/MedBridge, Denver CO, 1996-1998Medical Director, Transitional Care Unit, Aurora Regional Medical Center, Aurora, CO, 1994-1997Medical Director, MedWise® (Primary Care for Seniors) @ ARMC, Aurora, Colorado, 1994-1996.Medical Director, Paramount Physician’s Network, Denver, CO, 1995-1997Medical Director, Bella Vita Towers Nursing Facility, Denver, CO, 1994-1996Director of Geriatric Medicine, Columbine Psychiatric Center, Littleton, CO, 1994-1996Physician Advisor to Case Management, Aurora Regional Medical Center, 1994-1995Medical Advisor to Discharge Planning, Conceptualized, developed,and carried out “Care Coordination Rounds” which had a profound impact on hospital utilization rates for all adult patients, Kaiser-Permanente, Woodland Hills, 1990-1994.

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Physician-in-Charge, Department of Continuing Care Services, Valley’s Member Service Area, Kaiser-Permanente, Southern California, 1994.Kaiser-Permanente Site Evaluations: Hawaii, Fontana, Los Angeles, San Diego, West Los Angeles; Evaluating Utilization and Geriatric Medical Care Issues at each facility with a broad array of recommendations, 1992-93. Physician-in-Charge, Home Health, Kaiser-Permanente, WH, 1990-1994.Co-Director, National Student Research Forum, Galveston, TX 1985.

COMMITTEE AND TASK FORCE RESPONSIBILITIES:Audit Committee, American Geriatric Society, 2013-presentPublic Policy Committee, American Geriatric Society, 2008-presentColorado Alzheimer’s Coordinating Council, Co-Chair, 2009-2010Long Term Care Advisory Committee, Colorado Department of Health and Human Services, 2008-2011P&T Committee, United Healthcare, 2010-2011P&T Committee, QA Committee, Colorado Access, 2006-2008Senate Bill 173 Long-Term Care Advisory Committee, 2005-2006CARF/CCAC International Advisory Committee on Person-Directed LTC Standards, 2005Public Commissioner, Continuing Care Accreditation Commission, 1/2000- 2004.Editorial Advisory Board, Senior Care Management, 1998-2001.Member, Program Committee, American Geriatric Society Annual Meeting, 1999-2000.Member, Health Systems Committee, American Geriatric Society, 1998-1999.Chairman, American Geriatric Society Managed Care Task Force, 1995-1998.Member, Hartford Geriatric Interdisciplinary Team Training Project, 1996-1999.Co-Chairman, Columbia Homecare Professional Advisory Committee, Aurora Regional Medical Center, 1995-1997.Member, GUIDE, Long Term Care Task Force, Denver, CO, 1994-1996.Member, Quality Management Committee, Aurora Regional Medical Center, 1995-1997.Member, Utilization Review Committee, Camelia Care Center, 1994-1997.Co-Chairman, Continuing Care Services Task Force, K-P, WH, 1994.Co-Chairman, Bioethics Committee, K-P, WH, 1990-93.Co-Chairman, Alternative Care Committee, K-P, WH, 1991-93 (Helped to expand the role of Home/Outpatient IV Therapy, and develop a forum for the initiation of innovative programs).Chairman, Regional Geriatric Drug Therapy Advisory Committee, K-P, 1991-93.Member, Regional Elder Care Model of Care Task Force, K-P, 1993.Member, Regional Elder CQI Project Team, K-P, 1992-1994. (Evaluating the differences in Utilization Rate for members over the age of 65 throughout the Southern California Region). Member, Regional Bioethics Committee, K-P, 1992-93; Chairman, Education Subcommittee (developed an educational program to train physicians to discuss advance directives and intensity of care issues with patients).Member, Utilization Review Committee, WH, 1989-93; Chairman, CHF Readmission Task Force; Chairman, Stroke Task Force.Member, Exceptional Contribution Awards Committee, K-P, WH, 1991-1993.Chairman, Home Health Budget Task Force, K-P, WH, December 1991

AWARDS:Francis T. Ishida Award for Customer Service, Centers for Medicare & Medicaid Services, 2003Life Care Centers of America Physician of the Year Award, Rocky Mountain Region, 2002 Award for Excellence in Nutrition, Colorado Dietician’s Association, 1997.Exceptional Contribution Award, Southern California Permanente Medical Group, 1991CAHSAH Home Care Physician of the Year Award Nominee, 1991,1992.UpJohn Achievement Award, The University of Texas Medical Branch, 1985.

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COMMUNITY ACTIVITIES:Member, Board of Directors, Foundation for Health and Aging, 2013-presentWish of a Lifetime Foundation, Accompanied WWII veteran to Okinawa to pay respects to his fallen brother, September 2012.Member, Board of Directors, The Denver Hospice, 1997-2012.Alzheimer’s Association, Caregiver Seminars, 2002-2011Co-Chair, Silverprint Colorado, 2007-2008, member, Professional Training and Public Awareness Committee 2007-2008Lead Delegate, 2005 White House Conference on AgingVice-Chairman, Board of Directors, Hospice of Metro Denver, 1999.Channel 9 Health Fair, Aurora, CO, April 1995.Seminars including “Cholesterol in the Older Adult”, “Hypertension and Aging”, “Memory Loss and Aging”, various locations throughout Aurora, CO, 1995.Member, Local School Leadership Council, Castlebay Elementary School, 1992-1994.Board of Directors, ONE (Organization for the Needs of the Elderly), 1989-1992: Executive Committee, Member; Fund Development Committee, Chairman; Long Range Planning Committee, Member; Co-Chairman, 1991 ONE Celebrity Golf Tournament.United Way Area Coordinator, Southern California Permanente Medical Group, Woodland Hills, 1991-1994.

RESEARCH:Principal Investigator, Lixivaptan Phase III Multi Center, Randomized, Double-Blind, Placebo controlled study to Evaluate the Safety and Tolerability of Oral Lixivaptan Capsules in Subjects with Euvolemic Hyponatremia Aurora, CO 2009-2010Principal Investigator, Exelon (Rivastigmine) Phase IV Open-Label Evaluation of Compliance and Tolerability of the Once-Daily 10cm Patch Formulation in Subjects with Probable Alzheimer’s Disease, Aurora, CO 2009-2010Principal Investigator, Procrit (Epotein Alfa) Phase II Open-Label, Randomized, Multi-Center, Controlled Study for the Treatment of Anemia of Chronic Kidney Disease in the Long Term Care Setting 2008-2009 Aurora, CO, 2008-2009Principal Investigator, "Evaluating the Effectiveness of a Geriatric Continuity Clinic", Kaiser-Permanente, Woodland Hills (Garfield Grant recipient, Budget of $190,000), 1993-1994.

SELECTED PRESENTATIONSHealth Care Changes Meet Main Street, 2013 Annual Meeting of the American Geriatrics Society, Dallas, TX, May 2013Alzheimer’s Disease and the New Clinical Guidelines: Primary Care’s New Frontier, USC Many Face Conference, March 2013The Business of Geriatrics: Not an Oxymoron, UCLA Fellows Lecture Series, January 2013Dementia’s Other than Alzheimer’s Disease, 23rd Annual Colorado Alzheimer’s Association Education Symposium, October, 2012Managing Your Long Term Care Private Practice, 2011 Annual Meeting of the American Medical Directors Association, Tampa, Fl March 2011Managing Your Long Term Care Private Practice, 2010 Annual Meeting of the American Medical Directors Association, Long Beach, CA, March 2010Key Strategies for a Successful Geriatrics Practice, 2009 Annual Meeting of the American Geriatrics Society, Chicago, IL, April 2009How to Survive in a Geriatrics Private Practice, 2008 Annual Meeting of the American Geriatrics Society, Washington, D.C., April 2008Changing the Paradigm for Herpes Zoster Disease, Denver, CO, 2006.Ageism in America, Geriatric Medicine and the Future of Health Care, TMCA, Aurora, CO, August 2006.

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Brain Disorders, Keynote for Brain Day, Alzheimer’s Association, Denver, CO, October 2005.Alzheimer’s 101, Alzheimer’s Association Meeting, Denver, CO, June 2005.What you need to know about informatics in a Geriatric Practice, 2003 Annual Meeting of the American Geriatrics Society, Baltimore, Maryland, May 2003Update on the Treatment of Alzheimer’s Disease, Geriatric Ground Rounds, VAMC, Denver, CO, October 2002; Rose Hospital Ground Rounds, May 2002, Denver, COMedicare Plus Choice: Tales from the Dark Side of the Force, 2002 Annual Meeting of the American Geriatrics Society, Washington, D.C., May 2002Negotiating with the MBA’s: The Advantages and Pitfalls of being a Geriatrician, 2002 Annual Meeting of the American Geriatrics Society, Washington, D.C., May 2002Appropriate Coding in a Primary Care Geriatrics Practice, 2002 Annual Meeting of the American Geriatrics Society, Washington, D.C., May 2002Medicare Plus Choice: The Physician Management Organization Outlook, 2001 Annual Meeting of the American Geriatrics Society, Chicago, May, 2001Full-Risk Capitation Model in Denver, Colorado, 2001 Annual Meeting of the American Geriatrics Society, Chicago, May, 2001Introduction to Glidepaths, UCHSC Grand Rounds, January 2001, SLU Symposium for Medical Directors in Nursing Homes, December 2000, Central Society for Clinical Research, Chicago, September, 2000What's in a Geriatrics' Practice: The AGS Voluntary Guidelines for Senior Care & Services, 1999 Annual Meeting of the American Geriatrics Society, Nashville, May, 1999Cancer and Medical Screening in the Geriatric Population, Springfield, Missouri, April, 1999.The Role of the Geriatrician in a Managed Care Organization, 1998 Annual Meeting of the American Geriatrics Society, Seattle, May, 1998The Future of Health Care Management of the Older Adult, OVAR-GEC Faculty Development Seminar, Lexington, KY, April 1998, Denver, CODelivering Primary Care for Seniors: New Directions in Managing Quality and Cost, The Geriatric Continuum 1998, New Orleans, LA, January 1998Subacute Care in the 90’s and Beyond, Bayshore Community Hospital, New Jersey, November 1997The HMO Approach to Quality and Quality Monitoring, The Borun Center for Gerontological Research, Reseda, CA, June 1997Managing the Transition from Fee-For-Service to Capitation: A View From the Trenches, 1997 Annual Meeting of the American Geriatrics Society, Atlanta, May, 1997Role of Practice Guidelines and Clinical Pathways in Geriatric Managed Care, moderator, 1997 Annual Meeting of the American Geriatrics Society, Atlanta, May, 1997Managed Care: Utilization Management Approaches, 1997 Annual Meeting of the American Geriatrics Society, Atlanta, May, 1997Implementing Guidelines for End-of-Life Care in HMO’s; Incorporating Guidelines in a Geriatrics Practice, 1997 Annual Meeting of the American Geriatrics Society, Atlanta, May, 1997 Incorporating Nutrition into Managed Care, Sixteenth Ross Research Conference on Medical Issues, Williamsburg, Virginia, November, 1996.The Big Questions: Utilization vs. Quality of Care, Colorado Gerontologic Society, November, 1995.Death and Dying: Bioethical Issues in Geriatrics, Aurora, CO, November, 1995.Managing Problem Nursing Home Patients, Colorado Healthcare Association, September, 1995.Nutrition and Managed Care , Meeting of the National Association of Managed Care Physicians, Norfolk, Virginia, November, 1995; Memphis District Dietetic Association, September, 1995.Threats to Success of A Geriatrics Program in A Managed Care Setting, 52nd Annual Meeting of the American Geriatric Society, Washington, D.C., May 1995.Practice Models in Geriatrics: From Private Practice to Managed Care, 52nd Annual Meeting of the American Geriatric Society, Washington, D.C., May 1995.The Real World of Clinical Geriatrics: Politics and Diplomacy, 52nd Annual Meeting of the American Geriatric Society, Washington, D.C., May 1995.

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Innovations in Geriatrics in Managed Care, American Society on Aging, Atlanta, Georgia, March 1995.Medication’s in the Elderly, StepOne Management, Denver, CO, January 1995.Geriatrician’s Roles in HMO’s, National Meeting of the American Geriatric Society, Los Angeles, CA, May 1994; Southern California Geriatric Society Meeting, Los Angeles, CA, February 1994.Geriatric Continuity Clinic, American Society of Aging, San Francisco, CA, March 1994.Care Coordination Rounds: Theory and Practice, Kaiser Interregional Utilization Management Meeting, Honolulu, Hawaii, October 1993.The Physicians Role in Lowering Hospital Utilization Rates: The Need for Comprehensive Geriatric Care and Breaking Paradigm's, Internal Medicine Grand Rounds, Kaiser-Permanente, Hawaii, February, 1993.Elder Care/Model for Geriatric Care in the HMO setting, Kaiser-Permanente Interregional Utilization Review Meeting, Portland, Oregon, June, 1992; UCLA Geriatric Rounds, 1992; Southern California Hospital Council Meeting, Long Beach, February, 1992; International Society for Retirement Planning, Los Angeles, January 1992; Southern California Geriatric Society Meeting, 1991.Monitoring Problem Medications in Nursing Home Patients, SCPMG NH Program, October 1991.Drugs in the Elderly, Hawthorne Community Hospital Grand Rounds, December 1990.Anticholinergic and Non-Steroidal Anti-Inflammatory Medications in the Elderly, K-P Regional Elder Symposium, December 1990.The Utility of Fever, White Blood Count and Differential in Diagnosing Bacterial Infection in the Elderly, Meeting of the American Geriatric Society, Anaheim, CA; Meeting of the Society of General Internal Medicine, Washington, D.C., 1988.Immune Response to Silicone Tubing, Meeting of the American Federation of Clinical Research, New Orleans, LA, 1985.

PUBLICATIONS:Merck Manual, Editorial Board, 2010-presentThe Consultant Pharmacist : "The Prevalence and Recognition of Chronic Kidney Disease and Anemia in Long-Term Care Residents". 27.9 (2012): 627-640.Health Outcomes Research in Medicine: “Association of Anemia with Pressure Ulcers, Falls, and Hospital Admissions among Long-term Care Residents”. November 2011 (Vol. 2, Issue 4, Pages e227-e240).Health and Quality of Life Outcomes: “Association of anemia with worsened activities of daily living and health-related quality of life scores derived from the Minimum Data Set in long-term care residents”. 2012, 10:129.Journal of the American Geriatrics Society: “Moving Beyond the American Medical Association”. 2009:1117-1118Questions on Wound Care, Auerhahn C, Capezuti L, Flaherty E, and Resnick B, eds. Geriatric Nursing Review Syllabus: A Core Curriculum in Advanced Practice Geriatric Nursing. 2nd edition. New York: American Geriatrics Society; 2007.Questions on Wound Care, Pompei P, Murphy JB, eds. Geriatrics Review Syllabus: A Core Curriculum in Geriatric Medicine, 6th ed. New York, NY: American Geriatrics Society; 2006.Merck Manual of Health & Aging, Beers M et al, Editorial Board. 2004Galantamine Demonstrates Clinical Effects in a “Real-Life” Clinical Setting, International Psychogeriatric Association meeting, Chicago, August 2003Journal of the American Geriatrics Society, November 2002: “The Development of Outpatient Clinical GlidepathsTM”Annals of Long-Term Care: “The AGS Position Statement on Ambulatory Geriatric Clinical Care and Services: A Call to Arms for Geriatricians”, January 2001.Continuum: The MedWiseTM Center - An Innovation in Primary Care Geriatrics, January-February 1998.Nutrition Influence in Inflammation: Its Role in Inflammatory Disease Management, Report of the 16th Ross Conference on Medical Research: “Preventive Nutrition and the Managed Care Paradox”, 1997.Clinical Geriatrics: “The Need for Geriatrics Education”, October 1997(Editorial).

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Clinical Geriatrics: “The State of Geriatric Managed Care”, June 1997(Editorial).Nursing Home Economics: “The Managed-Care Paradox”, January/February 1997.The “Short Clock Test for patients with Alzheimer’s Disease, 1996 Annual Meeting of the American Geriatrics Society, Chicago, May, 1996.Clinical Geriatrics: “Threats to Success of Geriatric Programs in the Managed Care Setting”, February 1996.Methylphenidate, an Effective Treatment for Vegetative Depression in the Elderly: A Case Report and Review of the Literature, 52nd Annual Meeting of the American Geriatric Society, May 1995.Clinical Geriatrics: “A Cutting Edge Primary Care Model for Geriatric Care”, May 1995.Clinical Geriatrics: “A Model for Geriatric Medical Care in the HMO Setting”, September, 1994.The Lancet, August 29, 1992: “Antibodies to Silicone elastomers and reactions to ventriculoperitoneal shunts.”EldeRx, July 1992: Benzodiazepine use in the Elderly.Annals of Internal Medicine, June 1, 1989: "Geriatric Consult Team" (Letter).Journal of the American Geriatrics Society, June 1989: "Fever, White Blood Cells and Differential Count in Diagnosing Bacterial Infection in the Elderly."Topics in Emergency Medicine, March, 1989: "White blood Cell Count, Culture and Sensitivity: Their Value in the Evaluation of the Emergency Patient."Clinical Research, 1985: "IgG Antibody Response to Silicone Shunt Tubing." (Abstract)

MEMBERSHIP:American Geriatrics SocietyAmerican Medical Directors Association

LICENSURE:California, A043251, since November, 1986; Colorado, 34004, since September, 1994; Wyoming, 2008-2012

PERSONAL/HOBBIES:Married for 31 years, SherriTwo daughters, Raishel and Justine (25 and 22 years old)Hobbies include completing 10 marathons since 1994, best time 3 hours 35 minutes (Philadelphia, 1998); best half-marathon time 1 hour 32 minutes (Huntington Beach, 2007, 2011); nine Half Ironmans since 2004, best time, 5 hours 2 minutes (2009), Member, Team USA 2009 Long Course Triathlon World Championship, Ironman St. George finisher, 2010, 2011, 2012

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BIOSKETCH FOR MICHAEL R. WASSERMAN, M.D.

Doctor Michael Wasserman is a Geriatrician in Woodland Hills, California. In 2001 he co-founded Senior Care of Colorado, which became the largest privately owned primary care geriatric practice in the country, before selling it to IPC in 2010. He previously was President and Chief Medical Officer for GeriMed of America, a Geriatric Medical Management Company located in Denver, Colorado. Dr. Wasserman is a graduate of the University of Texas, Medical Branch. He completed an Internal Medicine residency at Cedars-Sinai Medical Center and a Geriatric Medicine Fellowship at UCLA. He spent five years with Kaiser-Permanente in Southern California where he developed a Consultative Geriatric Medical model. He is past chair of the American Geriatric Society’s Managed Care Task Force and presently serves on the Public Policy Committee. He was formerly a Public Commissioner for the Continuing Care Accreditation Commission. Dr. Wasserman actively supports the Wish of a Lifetime Foundation and previously served on the Board of The Denver Hospice. He has spoken extensively and been published on a variety of topics involving Geriatrics, Alzheimer’s Disease, Practice Management and Managed Care.