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Housing ProfessionalsConference

April 21-22, 2015

Be the Voice of…

Leadership Fellowship Change Impact The aging generation

Our 2015 annual conference is all about YOU – the voice of aging in New York State! You are leading the way through innovative services delivered to meet the changing needs of older adults. You are putting your residents first. You are committed to improving the aging experience. It’s up to you to be the voice representing the heart and soul of this new generation of older Americans who are changing the face of aging. Join us and your peers for this inspiring gathering of leaders to look at aging from a new perspective. It’s up to us to be the voice for change that makes lives better today and in the future.

Schedule of Events

Tues., April 21 7:30 – 8:30 a.m. Registration/Continental breakfast/Visit exhibitors 8:30 a.m. – 12:15 p.m. Concurrent sessions: (Beverage break/Visit exhibitors: 10 – 10:30 a.m.)

1) HUD Hot Topics Join Mary Ross for a training session that combines a review of the latest trends and hottest topics of the day, along with answers to some of the most frequently encountered problems facing affordable housing owners and agents. Mary utilizes her years of experience training affordable housing professionals to cover the latest topics and trends; while blending in policy and procedure discussions critical to staying compliant. During this session you will review recent changes to HUD’s requirements and guidance. Changes are introduced through HUD housing notices, RHIIP listserv, new handbook releases and new releases of various HUD guides. This session also includes instruction that goes beyond the HUD handbooks to give you answers and tools to address the tough questions we get from property managers and compliance staff. The curriculum has been designed to help you understand requirements and provide policies, checklists and notices to help you in day-to-day processes. While this class does not include complete instructions about how to use EIV, we do include a comprehensive discussion explaining how to verify information using the EIV system. The class provides tools to help you understand assets; including how to verify assets, how to determine income from assets and how assets are included on the 50059. Also included are extensive instructions explaining new income inclusions and exclusions, Direct Express debit cards, Required Minimum Distributions (RMD) and EIV verification requirements. Training includes an explanation of the responsibilities of a Section 504 coordinator and how this person assists in maintaining your compliance with various fair housing and Section 504 requirements. Mary Ross, CPO, FHC, MORS, president, Ross Business Development Inc., Marietta, GA

2) Challenging Behaviors Associated with Untreated Mental Health Conditions This comprehensive session will provide guidelines for supporting adults with mental health conditions in the independent housing setting. Through various educational techniques, participants will:

Enhance their knowledge of mental health conditions;

Increase awareness of treatment and medication options; and,

Identify tips and resources for responding to challenging behaviors. Ruben Rivera-Jackman, senior resident services manager, Kings County Housing Authority, Seattle, WA 3) REAC Session I: Advanced Techniques for REAC Compliance This session discusses understanding REAC scoring, new REAC rule changes, how to handle scheduling inspections, dealing with inspectors, REAC appeals, and other information necessary to every property administrator and maintenance professional. Our presenter will discuss how you can improve your REAC scores, better understand the process and work with maintenance and management staff to get a better understanding of the REAC process. Scott Precourt, president, U.S. Housing Consultants, Northwoods, NH REAC Session II: Property Inspections for Administrators This session discusses how to conduct your own inspections like a REAC inspector and how to improve your property's compliance and inspection reports. Our presenter will break down, step-by-step, exactly how to inspect an apartment correctly, what to look for and how to record the information properly. This engaging session is lively and shows interesting examples of what to look for when conducting inspections. Scott Precourt, president, U.S. Housing Consultants, Northwoods, NH

12:15 – 1:30 p.m. Lunch followed by dessert in exhibit area 1:30 – 3:30 p.m. Concurrent sessions:

1) EIV Income Discrepancies While most of us have a handle on the EIV requirements, industry professionals still struggle with the EIV Income Discrepancy Report. This session will focus on this single EIV Report. Learn how to read the report and how to address individual discrepancies common to elderly properties. Mary Ross, CPO, FHC, MORS, president, Ross Business Development Inc., Marietta, GA 2) Aging Rainbow: Addressing the Unique Service Coordination Needs of LGBT Older Adults During this session participants will enhance their awareness of LGBT culture, terminology and concepts. They will also gain an understanding of the importance of addressing the unique aging needs of LGBT older adults, in addition to being able to identify strategies for creating welcoming environments and safe spaces for LGBT older adults. Ruben Rivera-Jackman, senior resident services manager, Kings County Housing Authority, Seattle, WA 3) Prevention Maintenance An effective scheduled maintenance program is a must for all communities. This session will address the importance of a complete scheduled maintenance program, the role that corrective work orders play in ensuring success and tips on how to create your own scheduled maintenance plan or revisit an existing plan to ensure long term viability. Our presenter will share examples of the do’s and don’ts and provide valuable insight into reasons why some systems fail and how to overcome these challenges. Joshua Malbogat, vice president, Windmill Software Inc., Toronto, ONT, Canada

3:30 – 4 p.m. Beverage break/Visit exhibitors

4 – 5:30 p.m. Concurrent sessions:

1) Understanding, Verifying and Calculating the Medical Expense Deduction This session focuses on what is an allowable medical expense and how to verify the expense for the resident file. It will review best practices for handling the best way to verify recurring medical expenses, how to verify non-recurring medical expenses, how to address over the counter medical expenses and medical expenses associated with assistance animals. Sample forms will be provided as part of this session. Mary Ross, CPO, FHC, MORS, president, Ross Business Development Inc., Marietta, GA 2) The Future of Service Coordination Several federal and state initiatives, including the proposed HUD Section 202 and service coordinator regulations, Accountable Care Organizations (ACO), Managed Long Term Care (MLTC) and the Delivery System Reform Incentive Payment (DSRIP) program, will change how residents in senior housing receive care. Where will service coordination fit in to the new world of housing with services? Hear about innovative national models of service coordination and programs in New York State that will change how senior housing will be transformed. Terry Allton, senior vice president, Home & Community Services, National Church Residences, Columbus, OH Ken Harris, senior policy analyst, LeadingAge New York, Latham 3) Knowledge is Power: Using Benchmarking to Drive Energy and Water Savings Energy and water consumption represent some of the largest operating costs for senior housing properties. Research shows that 25 percent or more of this energy and water is wasted through inefficiencies that could be corrected through hands-on energy management driven by information on building systems and performance. By improving energy and water efficiency, multifamily homes would not only use fewer resources, but could use the savings for other programs and services. This session will explore ways to benchmark current energy and water use and find ways to reduce consumption. Jon Braman, vice president, Portfolio Solutions, Bright Power, Inc., NYC Samantha Schoenberger, real estate facilities manager, Selfhelp Community Services, Inc., NYC

5:30 p.m. Evening on your own

Weds., April 22 7:15 – 8 a.m. Registration/Networking/Continental breakfast Take advantage of this opportunity to participate in self-directed networking. Share your expertise, concerns and questions with your peers over some coffee and a morning bite to eat. 8 – 9 a.m. Plenary: The Hidden Risk of Loneliness: Its Impact on Mental Health According to the U.S. Census Bureau, approximately 29 million people live alone, a 30 percent increase since 1980. Everyday loneliness can be painful when people are isolated from family members and/or friends. During this workshop we will explore ways to recognize loneliness in older people. An emphasis will be placed on cultural/ethnic, gender and age differences. The possible negative outcomes of loneliness, including physical illness, depression and premature death will also be discussed. Ways in which we can cope as a community with increasing levels of loneliness will be highlighted. Patrick Arbore, founder and director, Institute on Aging, San Francisco, CA

9:15 – 11:15 a.m. Concurrent sessions:

1) Substance Abuse and Older Adults One of the fastest growing health problems facing older adults today is substance abuse, particularly of alcohol and prescription drugs. It is estimated that approximately 17 percent of older adults misuse alcohol and prescription drugs nationally. Unfortunately, many health care professionals overlook substance abuse among older adults because of insufficient knowledge, limited research data, and ageist assumptions. Addiction among older people can (a) destroy connections to family members; (b) result in loss of saved income; (c) trigger depression; and (d) result in suicidal ideation. In this workshop, we will examine the scope of the problem of substance abuse in older people. We will identify skills that will assist in recognizing problems with substance abuse in this population. Treatment options will also be discussed. Patrick Arbore, founder and director, Institute on Aging, San Francisco, CA 2) The Art of Developing Policies This session focuses on development of policies and procedures based on HUD’s Guidance. We will talk about the Tenant Selection Plan, VAWA policies, no-smoking house rules, pet rules, the Section 504 Grievance Policy and Reasonable Accommodation and Modification. Join us to discuss new ideas! Mary Ross, CPO, FHC, MORS, president, Ross Business Development Inc., Marietta, GA

11:15 – 11:30 a.m. Beverage break 11:30 a.m. – 1 p.m. Concurrent sessions:

1) Innovative Renovations in Senior Living Communities Senior housing communities are tackling renovation projects both large and small. From flooring, to lighting to new technologies - perhaps the hardest part of any renovation is deciding which product is the best to choose from the many possibilities. This session will include how National Church Residences used a systematic approach to renovations and highlight specific products from several senior housing communities. Alan Mileti, utility and procurement specialist, National Church Residences, Columbus, OH 2) Data Analysis in Service Coordination As additional funding sources are sought for service coordination, resident data analysis on the effectiveness of coordinating services is becoming increasingly important. At the same time, expanded resident service needs can become more efficient with increased data analysis. This session will provide an overview of an online documentation system specifically designed to collect data and report on outcomes for affordable housing residents and explore how Service Coordinators are becoming more effective at assessing the needs of residents and better coordinating the necessary services. Terry Allton, senior vice president, Home & Community Services, National Church Residences, Columbus, OH

1 – 2 p.m. Lunch 2 – 3 p.m. Closing plenary session: Life Is a Marathon: Developing a Marathon Mentality Like a marathon, life and work is an endurance event. Matt uses running a marathon as a metaphor that provides winning strategies for personal and professional success. By sharing his “against all odds” story of conquering cancer three times, relearning how to walk and completing a marathon…He inspires, encourages, and motivates audiences.

Audience members can use the strategies and lessons Matt shares to overcome challenges they face and achieve greater success. Matt shows individuals and organizations how they can attain VICTORY by developing their “Marathon Mentality” and crossing their own finish line! This session offers the following benefits:

Learning how to connect to one’s passion and purpose for life and work;

Identifying how to stop stress before it stops you;

Developing bulldog persistence;

Learning how to operate at a more productive level of excellence;

Creating more effective relationships among staff, management, and coworkers;

Thriving in the midst of negativity, setbacks, and obstacles; and,

Living a life of significance. Matt Jones, president, Matt Jones International, Costa Mesa, CA 3 p.m. Conference concludes

Highlighted Speakers

Mary Ross, CPO, FHC, MORS President, Ross Business Development, Inc., Marietta, GA

Ms. Ross is a nationally recognized expert in property management training and consulting services. For over 20 years, Mary has helped senior executives throughout the industry work successfully to meet changing industry and regulatory requirements. She provides clients with high-level consultation and advice on how to succeed in compliance (HUD/Tax Credit) and conventional markets. Her specific areas of expertise are: strategic and business planning, business development, systems implementation and standardization, design and development of blended learning solutions, market positioning for distance learning solutions, learning management systems development, HUD & Fair Housing compliance concerns, and decision and change management.

Matt Jones President, Matt Jones International, Costa Mesa, CA

Matt Jones is a three-time cancer conqueror, professional speaker and author. On Sept. 11, 2002 at age 23, he was diagnosed with cancer. The cancer spread to his brain and he slipped into an unconscious state. His doctors did not think he would live. Against all odds Matt recovered. He had a bone marrow transplant, had to relearn how to walk, and has completed the San Diego and Rome marathon. He is working towards his goal of completing a marathon on every continent. Using the marathon as a metaphor, Matt shares strategies to overcome adversity, stay motivated, and achieve greater success. He is the author of Going Through Hell? Don't Stop!, 101 Timeless Truths, and Life's a Marathon.

Registration Information

Registration Fees LeadingAge NY

Member Non-member*

Full Conference: April 21 - 22 $499 $529

Tues., April 21 Only $269 $299

Weds., April 22 Only $269 $299

Full conference rate includes: Access to online session materials, time with exhibitors, attendance at all sessions, Tuesday and Wednesday Continental breakfast, lunch and all refreshment breaks. Daily conference rate for Tues., April 21 includes: Continental breakfast, lunch, morning and afternoon refreshment break, access to online session materials, time with exhibitors and attendance at all sessions on Tuesday. Daily conference rate for Weds., April 22 includes: Continental breakfast, beverage break, lunch, access to online session materials and attendance at all sessions on Wednesday. Cancellations received by March 19 are refundable, less a 25 percent administrative fee. After that, the fee will not be refunded. Cancellations must be sent in writing to Kathy Burke at kburke@leadingageny.org or fax: 518.867.8386/518.867.8389. Those who are registered, and do not comply with the cancellation policy will be billed. Substitutions are permitted. Payment in full must be received by April 22, 2015. This conference is approved as a HUD and DHCR allowable expense. *Not a LeadingAge New York member? LeadingAge New York membership is available for subsidized housing properties. If your property isn’t currently a LeadingAge New York member, join before registering for the 2015 Housing Professionals Conference and receive a 50 percent discount on membership AND be eligible for the member rate for the conference. To join, contact Earl Gifford at egifford@leadingageny.org or at 518.867.8383, ext. 149.

Other Conference Information

Casual dress is “in” for the conference. For your comfort, we recommend dressing in layers and keeping a sweater or jacket handy. Certificates of attendance: Certificates for attendees and Certified Aging Services Professionals (CASP) will be provided in your conference packets.

Hotel Accommodations

DoubleTree Hotel by Hilton Syracuse All guest rooms at the DoubleTree Hotel by Hilton Syracuse feature complimentary high speed wireless Internet access, in-room coffee makers, irons and ironing boards, hair dryers, digital clock radios. Other hotel amenities include an indoor heated pool, an extensive fitness center open 24 hours a day and an expanded business center. The hotel provides complimentary van transportation to and from Hancock International Airport for registered guests. Rate: $96 (single or double occupancy, excluding tax) Check-in: 3 p.m., Check-out: Noon

Reservation Deadline: March 24, 2015 Two easy options to make your reservation at the DoubleTree Hotel by Hilton Syracuse:

Click here to easily make your reservation online.

Call the hotel at 315.432.0200 or the national reservation office at 800.222.TREE and identify yourself as attending the LeadingAge NY Housing Professionals Conference.

Reservation Guarantee: A deposit of one night’s room and tax must be received within 30 days from the date your reservation is made. Cancellation Policy: Cancellations must be made 24 hours prior to the day of arrival. Advance deposit is refundable if you cancel at least 24 hours before your scheduled arrival date. Incidental Expenses: Individual guests are responsible for incidental expenses and will be expected to leave a valid credit card or cash deposit in the amount of $25 with the hotel at the time of check-in. Tax-Exempt Status: To qualify as tax-exempt, a tax-exempt form must be presented and payment must be made by company check or corporate credit card with the company name printed on it. Please fax your tax-exempt certificate before your arrival to help make your check-in process go smoothly. Please note that the name and method of payment must match the name on the tax-exemption certificate. If paying with a credit card, you will be asked upon check-in to fill out an Attestation Form.

Travel Directions

Interstate 81 North to the DoubleTree Hotel by Hilton Syracuse: Take Interstate 81 north into Syracuse where it turns into Interstate 481 north, take Interstate 481 north to Exit 7, which is Route 298 west, go down Route 298 west (about 7 miles) to DoubleTree, on the right. Interstate 81 South to the DoubleTree Hotel by Hilton Syracuse: Take Interstate 81 south to the NYS Thruway, take the NYS Thruway east to Exit 35 (Carrier Circle), go around Carrier Circle (3/4 around) to Route 298 east, and take Route 298 east to DoubleTree, on the left.

Downtown Syracuse to the DoubleTree Hotel by Hilton Syracuse: Take Route 690 east to Thompson Road exit, Thompson Road north to Carrier Circle, take Route 298 east ½ mile to DoubleTree, on the left. Hancock International Airport to the DoubleTree Hotel by Hilton Syracuse: Take Airport Road to Interstate 81 south to NYS Thruway going east, take the NYS Thruway east to Exit 35 (Carrier Circle) to Route 298 east, and take Route 298 east to DoubleTree, on the left. NYS Thruway to the DoubleTree Hotel by Hilton Syracuse: Take NYS Thruway to Exit 35 (Carrier Circle), go around Carrier Circle (3/4 around) to Route 298 east, and take Route 298 east to DoubleTree, on the left. Complimentary parking is available for all conference attendees. LeadingAge New York Mission Statement: To create the future of aging and continuing care services in New York State. This conference is sponsored by the Foundation for Long Term Care (FLTC), educational affiliate of LeadingAge New York. Our national partner, LeadingAge, is an association of 6,000 not-for-profit organizations dedicated to expanding the possibilities for aging. Together, we advance policies, promote practices and conduct research that supports, enables and empowers people to live

fully as they age.

Please print or type and use one registration form per attendee. Be sure to complete both pages of this form.

Name/Title: _____________________________________________________________________________________________________Organization: ____________________________________________________________________________________________________ Address: ______________________________________________ City/State/Zip: __________________________________________Phone: (_____) _________________________________________ Email address (required): _________________________________

Please check here if you require specific aids or services pursuant to the Americans with Disabilities Act. Our staff will contact you to make further arrangements.

LeadingAge New York member: Yes No Are you a first-time attendee at this conference? Yes No How many years have you been a housing professional? ______

Cancellations received by March 19 are refundable, less a 25 percent administrative fee. After that, the fee will not be refunded. Cancellations must be sent in writing to Kathy Burke at kburke@leadingageny.org or fax: 518.867.8386/518.867.8389. Those who are registered, and do not comply with the cancellation policy will be billed. Substitutions are permitted.

Special Meal Request(s)

Please check if applicable: Kosher #_____ Vegetarian #_____ Gluten-free #_____

(Continued on next page)

Registration Fees: Please select the appropriate fee.

Full Conference: April 21 – 22

LeadingAge NY Members: $499 Non-members: $529

Tues., April 21 only

LeadingAge NY Members: $269 Non-members: $299

Weds., April 22 only

LeadingAge NY Members: $269 Non-members: $299

Summary of Charges: Please enter the applicable fees.Full/Daily conference fee .................... $ ___________ Total $ ___________

Tues., April 21Concurrent sessions:8:30 a.m. – 12:15 p.m. HUD Hot Topics Challenging Behaviors Advanced Techniques for REAC Compliance

1:30 – 3:30 p.m. EIV Income Discrepancies Service Coordination Needs of LGBT Older Adults Prevention Maintenance4 – 5:30 p.m. Medical Expense Deduction The Future of Service Coordination Benchmarking to Drive Energy and Water Savings

Weds., April 22Concurrent Sessions:9:15 – 11:15 a.m. Substance Abuse and Older Adults The Art of Developing Policies

11:30 a.m. – 1 p.m. Innovative Renovations in Senior Living Communities Data Analysis in Service Coordination

Session Choices: Please check one session per time slot.

Contact name: ___________________________________________________________________________________________________

Organization: ____________________________________________________________________________________________________

Payment Method: Please check:  Check  MasterCard  Visa  Discover  Amex

Card number: _____________________________________________________________________ Exp.: _____________________

Cardholder’s name (exactly as on card): ______________________________________________________________________________

Authorized signature: _______________________________________________________________ Security code: _____________

Payment in full must be received by April 22, 2015.Make check payable to: Foundation for Long Term Care

Complete form and return with payment to: Foundation for Long Term Care 13 British American Blvd., Suite 2, Latham, N.Y. 12110-1431 / Phone: 518.867.8385 / Fax: 518.867.8386 or 518.867.8389

Questions? Contact Kathy Burke at kburke@leadingageny.org or ext. 138