Tuesday, May 21, 2019
10:30 a.m. – 11:30 a.m.

Track Session Information
GOVERNANCE 1A COMPLIANCE AND YOUR BOARD - EQUIPPING THEM FOR EFFECTIVENESS
The successful implementation of a compliance program requires the distribution throughout the organization of compliance-related responsibilities. The Board should satisfy itself that management has developed a system that establishes accountability for proper implementation of the compliance program. The experience of many organizations is that program implementation lags where there is poor distribution of responsibility, authority and accountability beyond the compliance team.

Objectives: 
- Understand your Board of Directors’ responsibilities
- Discuss questions your board should ask
- Understand how your board is instrumental in an effective compliance program

Speakers:
- Melaney Scott, Manager, Moss Adams LLP
- Dexter Jumamoy, Manager, Moss Adams LLP
CEO 1B FORGING PARTNERSHIPS WITH HEALTH PLANS
Senior living providers offering post-acute services are feeling the squeeze - should we get out or go deep? Learn how to position for value-based care, optimize offerings, measure success and navigate partnerships with healthcare and health plan providers.

Objectives:
- Conduct a SWOT
- Understand best practices of high-performance partnerships
- Identify ways to get the partner to the table 
- Measure success

Speakers:
- David Shillcutt, Associate, Epstein Becker Green
- Sheri Peifer, Chief Strategy Officer, Eskaton
- Barbara Voors, Regional Kaiser Permanente, Continuum of Care Administrator 

BEST PRACTICES IN PERSON-CENTERED CARE 1C DSS PANEL DISCUSSION AND Q&A
The panelists will share news about DSS legal and structural changes, changes in DSS processes and enforcement, and any developments on regulation interpretation. The Panel discussion will also address any new laws and implementation thereof, new regulatory guidance, and programmatic changes. Finally, the Panel will focus on a variety of operational challenges affecting, RCFEs, CCRC, and MLRCs and will provide ample opportunity for Q&A and audience engagement.

Objectives: 
- Hear about DSS legal and structural changes in processes in enforcement
- Learn about new laws, new regulatory guidance and programmatic changes
- Focus on challenges affecting RCFEs, CCRCs and MLRCs with ample opportunity for Q&A

Speakers:
- Deidre Schonfeldt, Attorney, Hanson Bridgett LLP
- Darolyn Jorgensen-Kares, Vice President, Director of Operations, Continuing Life Communities, LLC
- Pam Gill, Regional Manager, California Department of Social Services,  Adult & Senior Care Program 

FINANCE 1D NEW NOT-FOR-PROFIT FINANCIAL STANDARDS
As a not-for-profit, it can be challenging to tell your story through your financial statements. This session is designed to help your organization understand the new requirements, the impact on users, and how to implement. Discussion will include Accounting Standards Update; Net Asset Classes; Donor Restriction Policy; Board Designations; Endowment Funds; Disclosures; Liquidity & Availability; Functional Expenses; Statement of Cash Flows; and New FASB Standard Outline.

Objectives: 
- Understand the new requirements
- Understand the impact on users
- Understand how to implement the new standards

Speaker:
Jeanette Bax Kurtz, Partner and Director of Not-for-Profit and Regulatory Services, Mueller Prost CPAs  + Business Advisors
DEMENTIA/
BEHAVIORAL ISSUES
1E THE FUN THEORY: TRANSFORMING DEMENTIA CARE THROUGH ENGAGEMENT TECHNOLOGY
Senior living professionals are looking to improve clinical and quality of life outcomes for their residents. Person-centered engagement technology provides opportunities to engage and care for residents undergoing physical and cognitive decline by focusing on their strengths and interests and by encouraging creativity, self-expression and continued personal development. Technology that engages through person-centered experiences motivates residents by focusing on their strengths. This approach often results in the attainment of an optimal person-environment fit, which can improve wellness and quality of life for all residents.

Objectives: 
- Recognize how person-centered technology can help support a better person-environment fit to delay physical and cognitive decline.
- Understand how engagement technology can provide a strength-based approach to improve opportunities for success.
- Assess research evaluating technology-based engagement programs and  anecdotal evidence of how these programs can optimize the quality of care of people living with dementia.

Speaker(s):
Juliet Kerlin, Director, Program and Research Partnerships, It's Never 2 Late

GROWTH & MARKETING 1F HONORING YOUR COMMUNITY'S STORY THROUGH A RETROSPECT GALLERY
The program chronicles the incredible history of a storied Santa Barbara property and the collaborative effort to bring it to life for current and future generations - The Samarkand, thriving over a 100+ year evolution from an elite boy's school to a luxury hotel and beyond to present day as a Covenant Retirement Community.  A truly fantastic story now told through The Retrospect Gallery.  If your community is sitting on a story waiting to be told in living color, come along on this journey of faith, creativity and great pride.

Objectives: 
- Learn how a simple space can be transformed into a vivid time capsule of rich archival material.  
- Create opportunities for residents and staff to collaborate on community outreach to local historical societies, prospective residents and other constituents.  
- Learn how sharing the story of your community's genesis, trials, tribulations and ultimate success and ability to prevail will create an enduring showcase.  

Speaker(s):
- Laurie Small, Executive Director, The Samarkand, a CCRC Community
- Paula Bodnar Schmitt, Principal and Design Consultant, Bodnar Design

Operations 1G RETIREMENT COMMUNITY VIOLENCE: SECURITY AND INCIDENT RESPONSE
A number of alarming instances of crime involving retirement communities have recently been reported, including a serial killer who has gained access to multiple properties posing as a caregiver or employee, and a resident who shot and killed a firefighter and wounded others after setting fire to the building. Wake-up calls such as these warrant a review of the many safety and security measures that communities can put in place to help reduce the risk of crime on the premises.

Topics to be discussed include: front desk and perimeter security, indoor and outdoor cameras, including granny cams, criminal background checks, policies for visitors and private duty aides, firearms policies, active shooter training and responding to incidents. Best practices and policies in each of these areas, along with regulatory and liability considerations will be discussed. The audience will be invited to participate and to contribute challenges they have experienced and solutions they have implemented.

Objectives: 
- Understand the scope and extent of risks of criminal conduct facing retirement community operations.
- Identify the kinds of preventive measures that can be taken and policies that can be implemented to reduce the risk of crime on the premises.
- Learn the basic principles that should be applied when responding to a serious crime or catastrophic event occurring at your community.

Speaker(s):
- Paul Gordon, Partner, Hanson Bridgett
- Charles Mann, Founder, Accushield

DESIGN & PROJECT MANAGEMENT 1H THE RENOVATION PROCESS: INNOVATIVE DESIGN SOLUTIONS
The impetus for renovation is to provide high quality environments for residents while improving the market value of the property. During this session, we will discuss the renovation process from start to finish. Using Life’s Garden – a 200-unit community in Sunnyvale, CA as a case study, we will explore the challenges and opportunities of renovating this 40-year-old community. During the presentation we will review a specific case study, and address how to establish a road map for capital improvements, while enhancing the social, spiritual, and physical needs of the residents, staff and the community at large.

Objectives: 
- Fact finding and planning: Assessment of the property’s features and identification of strategic capital replacement budget needs.
- Conceptual design and programming: The design addresses site-specific issues to both enhance the residents’ experience and preserve the property and its existing buildings.
- Relocation and phasing of the work: Phasing to accommodate renovations in an occupied community is very important. Plans were put in place so that the construction made as little impact as possible on the residents.

Speaker(s):
- Christophe Laverne, Principal, HKIT Architects
- Vincent Oviedo Relocation Manager, Beacon Development Group
- Melissa Hernandez, Administrator, Life’s Garden

WORKFORCE & LEADERSHIP DEVELOPMENT 1I FINDING SOLUTIONS FOR SENIOR LIVING'S WORKFORCE CHALLENGES
The unemployment rate is near historic lows, fewer job candidates possess the skills and education needed to work in senior living (especially in healthcare), and increasing wages are creating workforce pressures that communities must deal with to thrive. There are plenty of senior living job openings - the problem is attracting and retaining candidates. Many communities and organizations are finding ways to overcome these challenges, offering non-compensation perks (like transportation benefits and leadership training) as well as thinking creatively about where to find team members (like hiring nursing students to fill short-term gaps in healthcare staffing).

What strategies are working well to attract new candidates? What new ideas are being implemented to retain employees? Are communities making changes in staffing or operations to address workforce pressures? This session will outline the challenges facing communities and organizations, and share what proactive providers are doing to address them.

Objectives: 
- Evaluate the current staffing situations and develop ideas for improvement. 
- Draw from real-life case studies on how today’s providers are effectively recruiting and retaining high-quality team members. 
- Understand big-picture workforce issues that may emerge in the future .

Speaker(s):
- Brad Straub, Senior Vice President, Greystone
- Stuart Jackson, Senior Vice President, Greystone

PHILANTHROPY 1J KEEPING THE LOVE ALIVE - DONOR ENGAGEMENT & RETENTION
Discover how you can engage and retain your donors this year and beyond by showing them some love. Engagement begins with the initial donor recruitment and inspiration and continues with each additional level. It is up to you to make sure that the donor is engaged from start to finish, regardless of factors such as gift size. Just like any relationship, the process of building and maintaining this one takes time and effort. By focusing on the long-term value of its donors, an organization can make a big and positive impact on the bottom line.

Objectives:
- How you can engage and retain your donors
- Learn the process of building and maintaining a donor base
- Why to focus on the long-term value of donors

Speaker:
- Joe Naylor, Chief Development Officer, Catholic Diocese of San Jose

TECHNOLOGY & INNOVATION 1K INNOVATION AND TECHNOLOGY IMPACTING FOOD AND FACILITIES MANAGEMENT
In this session, we'll review evidence-based trends, innovation and influences that are impacting the senior living market in food service, facilities management and resident engagement. The senior living market is an important demographic that continues to increase. For senior communities to continue grow occupancy and increase resident and staff satisfaction innovation, key trends must continually be researched and implemented.

This presentation will review food and facilities management growth trends, and highlight the use of innovation and technology to enhance the residents experience while also impacting efficiency and solutions for staff. This will all allow service providers to market innovatively to a more tech-savvy older generation. Fostering independence, choice, quality, and a unique service experience is also becoming more important as the seniors’ expectations are changing. Keeping costs affordable is another important factor that needs to be addressed because of the growing competition and financial trend for the senior demographic.

Objectives: 
- Review trends, innovations and influences impacting the senior living market in food service, facilities management and resident engagement.
- Examine ways innovative technologies are being used to enhance the senior living dining experience.
- Hear how mobile technology solutions can provide a highly personalized white glove concierge service to residents.

Speaker(s):
- James Perry, Senior Marketing Manager, Sodexo Seniors
- Neil Sullivan, Connected Living

AFFORDABLE SENIOR HOUSING 1L HOUSING IS HEALTH CARE: EXPLORING THE SOCIAL DETERMINANTS
Senior Housing is the new hub for healthcare within the social determinants of health. We will delve into the possibilities of improving health outcomes, reducing medical costs, and enabling senior affordable housing residents to Thrive in Place.
Our interactive discussion will focus on modifiable health behaviors, health literacy, and access to care.

Objectives:
- Analyze the limitations of the current health care system by experiencing its short-comings from the older adult perspective.
- Modify health care curriculum and messaging to empower older adults to manage their chronic diseases and improve their interaction with health care providers.
- Evaluate your organization’s health literacy supports and create new possibilities for improved chronic disease management.

Speaker(s):
- Meredith Chillemi, Director of Aging and Education Programs, Life Skills Training and Educational Program – LifeSTEPS
- Staci Moore, RN, LifeSTEPS


Tuesday, May 21, 2019
2:15 p.m. - 4:15 p.m.

Track Session Information
GOVERNANCE

2A WHAT'S HOT? WHAT'S NOT?

This session will cover hot trends of the next year in the industry – healthcare reform/skilled nursing environments, marketing, occupancy development, technology integration, construction and redevelopment, consumer preferences/change, demographics, and finance among others. 


Objectives
- Learn how successful senior living organizations in California and nationally are growing their businesses and increasing their footprints in their markets
- Identify strategies for improving operations and tools for measuring your success.
- Find out where capital is flowing and how you can access the dollars you need to implement your strategic plan.

Speakers:

Mary Munoz, Senior Managing Director, Ziegler


CEO

2B PUBLIC POLICY: TRENDS, IMPACTS AND ADVOCACY

Hear a summary of legislative topics trending in California & other state legislatures. Examples of cases discussed will include "Death with Dignity" proposals, Granny Cam laws, marijuana legalization, emergency preparedness bills, union backed proposals to raise staffing ratios, and proposed laws related to life plan communities. In addition to reviewing the bills and measures proposed nationally, this session will look at some of the operating policies and practices and financial impacts on providers that legislative changes have created. Attendees will take away talking points to discuss with the local legislators if/when similar proposals arise in California. Opportunities for Q&A throughout and at the end of the session.


Objectives:
Review national trends of state legislatures affecting senior living providers.

- Review the operational impact of recent passed legislation on providers in those states.
- Understand pro-active talking points during advocacy days.

Speakers:
-
Dan Merriman, Senior Compliance/Public Policy Analyst, Life Care Services

- Kim Finch-Dominy, Executive Director, Casa de las Companas
- Jedd Hampton, Director of Public Policy, LeadingAge California

BEST PRACTICES IN PERSON-CENTERED CARE 2C SNF QRP MEASURES - STRATEGIES FOR SUCCESS
There are 5 new SNF QRP measures that began data collection 10/1/18, along with a very updated Pressure Ulcer worsening measure and the previous Functional Process measure and the Fall with Major Injury outcome measure. These measures can impact the SNF bottom line when the MDS items include a dash rendering the MDS invalid for calculation of the SNF QRP Measures. Attendees will learn strategies for their teams to collect the necessary data, reports that require review to ensure the SNF performance is above the 90% compliance mark and how these measures can impact the facility's Medicare reimbursement.

Objectives: 
- List 5 of the SNF QRP Measures.
- Describe how invalid assessment coding can impact the SNF Medicare reimbursement.
- State 3 CASPER reports that can assist the SNF team to keep on track with their SNF QRP performance.

Speakers:
Carol Maher, Director of Education, Hansen Hunter & Co.

FINANCE 3D SENIOR LIVING FINANCIAL STATEMENTS UNDER NEW FASB STANDARDS
FASB’s Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, contains changes in reporting requirements that will impact how nonprofits communicate with stakeholders. This session will address how the standard impacts the presentation of an organization’s financial statements, including liquidity and the availability of resources, financial performance, and cash flow. The presentation will also include discussion of internal policy development and accounting changes.

Objectives: 
- Discuss ASU 2016-14 and its impact on presenting financial statements.
- Explain the changes to net asset classification requirements.
- Explain changes to reporting of financial performance measures and expenses by function and nature.

Speaker:
Gema Ptasinski, Principal, CliftonLarsonAllen

Dementia/Behavioral Issues 2E TRANSFORMING COMMUNITIES TO SUPPORT LIVING WELL WITH DEMENTIA

Objectives: 
- By the end of this presentation, the participants will have an understanding of not only the importance of caring for themselves; they will also have valuable techniques to assist them in managing stressors in their lives.  
- Practice putting to use all of the examples of affirming responses.
- Discover and take away relatable solutions that work and are flexible in application.

Speaker(s):
Laura Wayman, Owner/Operator, The Dementia Whisperers, Inc.

GROWTH & MARKETING 2F GET REAL OR GET OUT

Objectives: 
- Learn techniques for gauging the market demand and interest with respect to your current campus.
- Identify design trends that will make your community align with future market expectations.
- Know the latest tools to communicate your new brand and vision to the consumer.

Speaker(s):
- Sheri Peifer, Chief Strategy Officer, Eskaton
- Harold Urman, President, Vital Research

OPERATIONS 2G ASK THE ATTORNEY - WHAT LEGAL QUESTIONS ARE BOTHERING YOU?
- Do you have an issue with legal implications that has been bothering you?
- Are you wondering about a provision in your admission agreement that has been questioned by a resident?
- Do you have questions about how to prevent and respond to a ransomware attack or the improper use of social media by staff or residents?
- Do you have an employee fingerprinting issue or a problem with employee overtime?
- Did you have a recent licensing survey that resulted in deficiencies or citations about which you have questions?

Often, a provider can benefit from simply asking a lawyer whether there is an issue and, if so, how it might be approached.  In this session, a panel of Hanson Bridgett attorneys will address the audience’s questions about whatever legal issues concern them - ranging from recent changes in the regulatory laws, to health care operations, to corporate structure and board responsibility, to labor and employment issues, to advice about how to avoid litigation and how to conduct oneself in the event of litigation. The purpose will be to assist LeadingAge California members in understanding the applicable law and assessing legal risk, all in the context of specific, real-world fact situations.

Objectives: 
- Obtain the perspective of knowledgeable attorneys on specific issues that you are confronting
- Hear what legal issues are concerning other providers
- Learn how to approach legal problems in a practical way

Speaker(s):
- Allan D. Jergesen, Partner, Hanson Bridgett LLP
- Diane M. O'Malley, Partner, Hanson Bridgett LLP
- Lori L. Ferguson, Partner, Hanson Bridgett LLP

DESIGN & PROJECT MANAGEMENT

2H BATHROOMS AND KITCHENS: OH MY! – DESIGN SOLUTIONS TO SUPPORT GRACEFUL AGING
Bathroom and kitchen designs are often guided by the accessibility design guidelines and current trends in products. But the current accessibility design guidelines do not address or support the physical challenges we face as we age. Isn’t it about time to take a step back, examine what we know about physical changes in the aging body, and find a design solution that provides a truly supportive and accessible environment? What different ways can we think about the appliances, fixtures, and other supportive devices in their location, access, and clearance to provide friendlier and supportive design solutions to the aging users? Perkins Eastman brought together design professionals that cross multiple disciples to discuss and address these exact issues from a fresh perspective and identify both challenges and design solutions that support aging adults in a graceful way.

This session proposes to engage the larger audience who work and live with an aging population on a daily basis to identify and discuss the issues around the bathroom and kitchen design in a residential setting and compare the findings to those generated from the in-house charrette sessions. The session will consist of the following:
1. Introduce the issues and examples of typical design today, also addressing the accessibility concerns and requirements; 2. Discuss issues identified by the participants;
3. Engage attendees in a small group exercise to further discuss issues and propose potential solutions.  

At the end of the exercise, each group will report back their findings.

Objectives: 
- Gain a better understanding of how our body engages the spaces we interact with, and how it changes as we age.
- Learn the common frustrations and misconceptions about designing kitchen and bathroom environment for the aging population.
- Investigate alternate options to ADA for aging-friendly bathrooms, kitchens, and other core spaces in a residential environment.

Speaker:
Soo Im, Associate Principal, Perkins Eastman Architects

WORKFORCE & LEADERSHIP DEVELOPMENT 2I TO HAVE AND TO HOLD
In the competitive world of elder care, what does it take to identify, attract and keep caring caregivers? Where do we find such people – what are ways we conduct interviews to ensure they are caring and compassionate – how do we orient them to our organization – what can we do to ensure they stay with us. These are some of the topics which will discussed in this session. Research informs us that the most important thing a leader does is to get the right people, in the right place, doing the right things. To continue the discussion we will focus on the characteristics of a leader who is able to not only “have” (i.e. hire) compassionate caregivers but to “hold” (i.e. keep)  them.

Objectives: 
- Describe the steps of an effective hiring process
- List 5 elements of a “fabulous” orientation program
- Name 4 leadership behaviors which awaken compassion in the lives of caregivers

Speaker(s):
Mary Tellis-Nayak, VP Quality Initiatives, NRC Health

PHILANTHROPY 2J TRANSFORMATIONAL GIFTS DEMYSTIFIED
A transformational gift is meant to do just that: truly alter the future of your organization. Join me and demystify this important process. Learn how to structure a process for creating a case, thinking through the identification of a partner in that vision, and then cultivating and soliciting them toward that change in the world you’ll make together. Gain a better understanding of what motivates and compels donors to make these gifts, the components to top-tier cultivation and solicitation, and the internal partnership utilized to execute a successful proposal.

Objectives:
- Learn how to structure a process for creating a case
- Gain understanding of what motivates and compels donors
- Learn the internal partnerships utilized to execute a successful proposal

Speaker:
-Kevin Causey, Chief Development Officer, Montage Health Foundation

TECHNOLOGY & INNOVATION 2K VIDEO FOR SOCIAL MEDIA: From DIY Projects to Working with a Production Crew
In this presentation, we'll discuss best practices, editing techniques, provide resources for stock photo sites and rental equipment and resources for affordable video assets, working in different video production/editing platforms, equipment needed, and brief lessons learned as a DIY video producer and experiences producing the No Falls video.

Objectives:
-Inspire creativity
- Learn to think through what your goals and objectives are, discuss length, timing, the importance of b-roll footage and how to find it.
- Learn basic editing techniques that will get you started and resources for continued learning and how to come up with compelling interview questions and keep your conversation focused.

Speakers:
- Robin Douglas, Director of Communications, LeadingAge California
- Lola Rain, Director of Digital Media, Eskaton


AFFORDABLE SENIOR HOUSING 2L DEVELOPING AFFORDABLE HOUSING IN OPPORTUNITY ZONES
The development of affordable housing is often a patchwork quilt made up of federal and local taxable and tax-exempt, grants and loans. The 2017 tax act created Opportunity Zones which combined with established federal and local funding sources, could be a relevant new funding source for developing new or preserving existing affordable housing stock.

Objectives:
- Learn about how Opportunity Zone Funding work and how to utilize this new source of funding
- Learn how to leverage your equity investment to do more by combining your equity with opportunity zone funding, low income tax credits and HUD loans

Speaker:
- Katherine Kirchhoff, Managing Director, Cain Brothers 
- Fred Dockweiler, Vice President in KeyBank Real Estate Capital’s Commercial Mortgage Group


Tuesday, May 21, 2019
4:30 p.m. - 5:30 p.m.

Track Session Information
GOVERNANCE

3A CREATING A SUCCESSION PLAN TO DRIVE STRATEGY

Will yesterday's skill sets be adequate for today's and tomorrow's challenges? Can we manage like we did yesterday? Can we innovate like we did yesterday? Can we operate like we did yesterday? These questions are and will continue to be explored by organizations as transitions and succession is top of mind for many organizations. The complexity and change of pace in the senior living industry poses great risk for some organizations and opportunities for others. Strong leadership is a key factor in success and potential failure. Innovation and staying innovative will become ever important today and into the future. We will explore strategies that have worked as well as certain pitfalls learned in succession planning and its execution. Let's discuss what is key for tomorrow’s success and leadership.


Objectives
- Identify the environmental factors affecting succession planning today and in the future
- Exploring the elements of proper succession planning and the tools needed
- Proactive approach towards making the transition and successful implementation

Speakers:

Chad Kunze, Principal - Health Care, CliftonLarsonAllen LLP


CEO

3B Evolving as a CBO to Meet Value-Based Care Environment

Institute on Aging will discuss its experience and lessons learned over the past five years implementing value-based care principles into an LTSS community-based organization. Attendees will hear about how this work has spurred multiple healthcare payer partnerships and geographic growth for the organization. IOA will also offer its perspective regarding the challenges of operating in a California payer market at various stages of change and ways a CBO can influence shifts in healthcare payer mindsets.


Objectives:
Learn lessons-learned implementing value-based care principles
- Discover how  value-based care principles spurred healthcare payer partnerships and geographic growth
- Discuss the challenges of operating in a California payer market

 

Speakers:
-Tom Briody, CEO, Institute on Aging

- Dustin Harper, Vice President of Strategic Partnerships, Institute on Aging

Best Practices in Person-Centered Care 3C SOCIAL CONNECTIONS: MOVING FROM RESEARCH TO PRACTICE
Evidence is building around the importance of social connections and engagement as essential components for optimizing health and wellbeing in older age. In this session, we will review groundbreaking clinical research involving older adults and discuss the link between social connectivity and health outcomes.

In 2012, UCSF found that a staggering 43% of adults over the age of 60 identified as being lonely.  Additionally, researchers are finding a direct correlation between loneliness and health outcomes including: hypertension, decline in mobility, and premature death. Social programs like Covia’s Well Connected and Social Call were developed to address issues of loneliness and social connectivity amongst older adults and are just beginning to be acknowledged as recommended interventions for health and wellbeing. Join Dr. Carla Perissinotto, Geriatrician and Associate Professor of Medicine at UCSF and Amber Carroll, Director of Covia’s Well Connected and Social Call programs, for a discussion about how the medical community and the non-profit community are working together to alleviate loneliness, reduce costly health outcomes, and enrich the lives of older adults.

Objectives: 
- Understand the health outcomes related to loneliness and social isolation
- Reframe the conversation about loneliness by addressing these feelings and understand the resouces available in your community
- Discuss how to engage older adults and make appropriate referrals to connection programs

Speaker:
Dr. Carla Perissinotto, Associate Professor of Medicine, University of California, San Francisco

FINANCE 3D SENIOR LIVING FINANCIAL STATEMENTS UNDER NEW FASB STANDARDS
FASB’s Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, contains changes in reporting requirements that will impact how nonprofits communicate with stakeholders. This session will address how the standard impacts the presentation of an organization’s financial statements, including liquidity and the availability of resources, financial performance, and cash flow. Presentation will also include discussion of internal policy development and accounting changes.

Objectives: 
- Discuss ASU 2016-14 and its impact on presenting financial statements.
- Explain the changes to net asset classification requirements.
- Explain changes to reporting of financial performance measures and expenses by function and nature.

Speaker:
Gema Ptasinski, Principal, CliftonLarsonAllen

DEMENTIA/
BEHAVIORAL ISSUES
3E A LOVING APPROACH TO DEMENTIA CARE - RAISING DEMENTIA AWARENESS WORLDWIDE
Laura Wayman presents a ground-breaking new perception of dementia and an innovative and highly specialized approach to care that encompasses everything from understanding what the condition is (and is not) to its implications for those who suffer with it and their caregivers. To be sure much has been written and taught about dementia disorders - from diagnosis to treatment to tools for caregivers. This session will share a unique methodology so critically important and invaluable to families and professional care providers struggling with dementia care and its implications. Science struggles with most dementia disorders, especially Alzheimer’s, because treatment options are limited. Most caregivers seek to learn a path to help them navigate each day.  But unfortunately what works for short periods does not work indefinitely.

Objectives: 
- Participants will have an understanding of not only the importance of caring for themselves; they will also have valuable techniques to assist them in managing stressors in their lives.  
- Practice putting to use all of the examples of affirming responses.

Speaker(s):
Laura Wayman, Owner/Operator, The Dementia Whisperers, Inc.

GROWTH & MARKETING 3F A TEAM APPROACH TO BRINGING A PROJECT TO MARKET AND MAKING THE SALE
Movies have been made that extol the approach - “Build it and they will come.” But we all know that this is not how the senior market works. Many communities are a few decades old and need an expansion. To bring your community up-to-date, to be able to compete in the current market and stand the test of time it is essential to know your market, identify your core project goals, align your product with the desires of the consumer and convey the vision effectively and with support to ensure success.  

This presentation will use Paradise Valley Estates’  “The Ridge” project as a case study to identify a team approach to creating a project that helps improve the overall community’s bottom line. We will share all lessons learned so that executives, board members, marketing staff, and residents will understand the role they can play to create a successful project.  

We will answer questions such as: How early do you start to think about marketing? How do you know what to build? How do you keep a project focused on the market desires? How do you communicate with your existing residents to gain support? How do you balance price and design? What determines the critical path schedule? When do you take a project to market? What information does the market expect to have answered? What can we show people when nothing has been built yet?  The answers will come from the perspective of the CEO, the marketing staff, and designers.

Objectives: 
- Learn techniques
- Identify design trends that will make your community align with future market expectations.
- Know the latest tools to communicate your new brand and vision to the consumer

Speaker(s):
- Jane Walker, Director of Sales and Marketing, Paradise Valley Estates
- Kevin Burke, CEO, Paradise Valley Estates

OPERATIONS 3G HOW DO WE LOOK?
Join in the discussion and learn how organizations can best prepare to look their best during the annual audit and how to compare their organization to benchmarks of health peers.

Objectives: 
- How to prepare your organization for an annual audit
- Learn how to compare their organization to benchmarks of health peers

Speaker(s):
- David Reimer, President & CEO, Palm Village Retirement Community
- Guy Crouch, Principal, Strategic Accounting Solutions
- Lori L. Ferguson, Partner, Hanson Bridgett LLP

DESIGN & PROJECT MANAGEMENT 3H DESIGNING WELLNESS-FOCUSED ENVIRONMENTS
Almost every senior living community today offers a robust holistic approach to wellness. Imagine the opportunity to expand your wellness lifestyle beyond programming and amenities. Consider intentionally designing or re-designing your community to promote health and well-being. Evidence shows that the way a person interacts with their lived environment can impact their overall health and well-being and like other industries aging service providers need to reconsider how our living environment impacts their resident’s quality of life, safety and well-being. This session will focus on both new and existing environments and how to modify the resident apartment through design solutions, products and technologies, and programming strategies to expand wellness to the environment. Examples include smart lighting, emerging technologies, universal design strategies, built-in opportunities for self-expression, flexibility, and adaptability. All of these strategies will be described, and example designs will be shown. These approaches make for a more marketable and safer environment that adapts to the resident’s changing needs over time.

Objectives: 
- Explore design solutions  that integrate into new and existing communities
Learn about technology solutions that enhance holistic wellness and human connectedness
- Discover products and operational strategies used to heighten the personal experience of the residents lived environment

Speaker(s):
- Alexis Denton, Principal, SmithGroup
- Therese ten Brinke, Project Coordinator of Strategic Initiatives, Eskaton


WORKFORCE & LEADERSHIP DEVELOPMENT 3I GENERATION Z IN WORKFORCE 2020: FROM COLLEGE TO CAREER LIFE
2017 marked the first full year with Generation Z in the workforce - a cohort typically defined as being born between 1995 and 2012. Organizations in all industries are facing challenges in workforce, but as new Gen Z employees set their sights on becoming future movers and shakers, organizations are trying to predict what Gen Z brings to the workplace in order to foster the vibrant multi-generational mix that every enterprise depends upon.

With approximately 10,000 Baby Boomers retiring every day and the inclination of Millenn ials toward job-hopping, understanding how to attract and retain Generation Z is quickly becoming a new business imperative. The implications associated with organizational loyalty and retaining talent can be significant, where turnover costs range from 30 to 40 percent of an employee’s salary for entry level positions and as high as 400 percent for highly-skilled or highly-experienced employees.

This session reviews a recent research report and best practices in the Generation Z workforce and will explore how to understand a few core characteristics, organizations can learn how to engage Generation Z employees more authentically and harness their talents to the fullest. At the same time, there are challenges associated with integrating a new cohort into an already age-diverse workforce. It will also examines the key traits of Generation Z and describes how effectively integrating these newcomers can help create an inclusive environment that enables employees - irrespective of age - to be the best they can be. 

Objectives: 
- Review innovative practices from research and insights that organization leaders and recruiters need to know about Generation Z, from college to the workforce, and how to recruit, engage and retain Generation Z engaged once hired.
- Discuss what the Generation Z workforce preferences are and the unique set of expectations they bring.
- Discuss how Generation Z the is reshaping the workplace in new and exciting ways for all generations and give insight and predictions on what this means for senior living.

Speaker(s):
James Perry, Senior Marketing Manager, Sodexo Seniors

PHILANTHROPY 3J IS YOUR CAPITAL CAMPAIGN FEASIBLE?
So, your board has decided to conduct a capital campaign – great! This ambitious fundraising venture can be an enormous opportunity for your organization, but before you start asking for donations and marketing your campaign, you need to ensure that it’s viable. That’s where capital campaign feasibility studies come into play. Even though these studies are important to a capital campaign’s success, they’re surrounded by skepticism – usually due to misconceptions. This session will help you better understand when and where to use this and apply this useful tool in your campaign planning.

Objectives:
- Ensuring your campaign is viable before starting asking for donations and marketing
- Learn the importance of capital campaign feasibility studies
- Understand when and where to use and to apply useful tools in campaign planning

Speaker:
- Lisa Bennett, Founder & Principal Consultant, The Cornerstone Group

TECHNOLOGY & INNOVATION 3K HOW ARTIFICIAL INTELLIGENCE IMPACTS BEST PRACTICES IN FALL PREVENTION FOR DEMENTIA CARE 
In this session, we will provide best practices in geriatric fall prevention and the limitations in dementia care. We'll also discuss how new techniques in artificial intelligence (AI) are addressing these limitations. Results from a recently concluded study from 11 memory care facilities will be discussed. Sponsored by the National Institutes of Health and National Science Foundation as part of research between the UC Berkeley AI Research Laboratory (top 5 AI research group in the world), 4 assisted living providers in the California, and SafelyYou Inc., results from this study have shown a 38% reduction in falls and 37% reduction in use of Emergency Medical Services for falls for participating facilities through better understanding of how residents with dementia go to the ground.

Objectives: 
- Discuss best practices in geriatric fall prevention that work in memory care and those that often fail.
- Discuss what artificial intelligence (AI) is capable of today and what kinds of problems have recently become solvable due to a new technique called deep learning.
- Review results from a research study from 4 care providers which applies AI to support memory care.

Speaker(s):
- George Netscher, CEO, SafelyYou
AFFORDABLE SENIOR HOUSING 3L LOW INCOME HOUSING TAX CREDITS - DO YOU REALLY NEED THEM?
Affordable housing owners are faced with a big choice when it comes to preserving their properties: use Low Income Housing Tax Credits, or find another method to refinance, recapitalize and preserve their valuable property. This session will break down the pros and cons on Low Income Housing Tax Credit (LIHTC) financing, and will offer real-world examples of how owners have analyzed their properties to decide when it is appropriate to use LIHTCs - and when it is not.  

Included in the session will be an explanation for how an owner can weigh non-financial benefits and risks, such as increased requirements for guarantees, and partnership issues, when deciding what path to take. Part 1 will cover the basics of the LIHTC program, looking at it more from a benefits and risk perspective. We will also cover the basics of alternate financing methods, so that the various preservation financing tools can be compared. Part 2 will discuss the external pressure and sales tactics used by various funding “originators” and potential partners. We will discuss how an owner is to know the best path forward, how to objectively analyze options and potential partners, and how to strike the best deal possible for the owner.  Part 3 will wrap up the session with studying some real world examples, including a look at what Santa Clara Methodist Retirement Foundation in Campbell, Calif. is doing to protect, preserve and expand their portfolio. The session will include a robust Q&A session. 

Objectives:
- Understand and weigh the pros and cons of the LIHTC program, and how to compare a LIHTC proposal to other financing options.
- Learn how to plan for the preservation that best satisfies your needs.
- Evaluate potential partner and funding proposals, so that you can be confident that your financing plan will best serve you and your property for the long haul.

Speaker(s):
- Gates Dunaway, Founder and Managing Principal, The Gates Dunaway Group, LLC
- Priscilla Haynes, Executive Director, Santa Clara Methodist Retirement Foundation

Wednesday, May 22, 2019
8:00 a.m. - 10:00 a.m.

Track Session Information
GOVERNANCE 4A CAPITAL EXPENDITURES: PLANNING WITH THE FUTURE IN MIND
Is your Organization struggling with how to budget for capital expenditures when your building is functioning properly? Are staff members questioning why you need preventative maintenance plans if you successfully fix problems as they occur? If you answered yes to either question, then this session is for you.

An Organization’s capital expenditure decisions impact both short and long-term campus plans. Improper or lack of planning for capital expenses can cause unexpected budget overruns and impact future building project plans. This session will cover the importance of capital planning, the processes for developing a capital budget/forecast and how capital planning impacts your Organization’s overall long-term plans. Audience members will have tools to take back to their Organization to assist with future capital expenditure planning. ARCH has assisted with capital planning for several senior living organizations that will be used as case studies as a part of the presentation.

Interaction with audience members will occur throughout the presentation as we ask for insight into their current processes.

Objectives: 
- Realize why knowing the ongoing cost of managing your assets is important
- Understand how a capital expense budget/forecast is developed
- Know how capital planning relates to organizations’ long-range plans

Speaker(s):
- Frank Muraca, President, ARCH Consultants, Ltd.
- Brittany Vipham, Communications Director, ARCH Consultants, Ltd.


CEO 4B LESSONS LEARNED, SETTLED CLAIM
This two-hour program will provide information about the clinical, documentary, and settlement aspects of a recently settled legal claim involving the death of a resident at high risk for fall-related injury. The quality deficiencies and loss exposure that they created will be reviewed and discussed, with practical recommendations for preventing the same or similar event in the future.

Objectives:
- Participants will be able to state the projected 2019 loss severity per skilled bed in the United States and in California specifically and at least two resolved claims over $1 million in severity between 2010 and 2017.
- Participants will be able to relate the process of a legal claim and what elements contribute to such claims in skilled nursing.
- Participants will be able to implement 12 recommendations to avoid the same or similar claim as presented during this session.

Speaker:
- Louise Rankin, Esq., General Counsel, HumanGood
- Kelley Woodfin R.N., BS, DFASHRM, CPHRM, President, CORE Risk Services, Inc.


BEST PRACTICES IN PERSON-CENTERED CARE 4C CONTINUING CARE AT HOME REVISITED – WHAT IT REALLY IS, AND IS IT RIGHT FOR YOUR ORGANIZATION
For nearly 30 years, nonprofit providers have been exploring “continuing care at home” as a means to bring the benefits of residential care facilities for the elderly (RCFEs) and continuing care retirement communities (CCRCs) to seniors in their homes. This program, also known as “life care at home” or “continuing care without walls,” can help providers enhance their charitable missions in a number of key respects. It allows providers to expand the charitable class they serve by making their services accessible to a more moderate-income population who might otherwise be precluded from living in a CCRC or RCFE. It can ease the psychological transition into a care community by helping seniors overcome their reluctance to leave their homes. It also facilitates the delivery of needed care and services to homebound elderly.  

On a less altruistic note, it can also help enhance the fiscal strength of existing providers by promoting certain cost efficiencies and by helping providers establish a wait list for their CCRCs. As many members will recall, a continuing care at home (CCAH) bill was proposed in 2007.

Despite strong support by the California legislature, it was ultimately vetoed by then-Governor Arnold Schwarzenegger. This development was followed by creative workarounds by the Department of Social Services, but policy at DSS has since shifted. At the same time, some out-of-state providers that are veterans of CCAH are eager to offer this innovative program in California. In this session, we will visit this topic with fresh eyes. What was the impetus behind earlier efforts to pass CCAH legislation in California and do those conditions still hold? What were the features of the last bill and would a similar approach make sense today? How are providers in other states structuring their CCAH programs? What challenges and rewards do they face?

This highly interactive session will include a senior care attorney who has written and spoken about this topic for 28+ years and co-authored California's ill-fated CCAH bill, and a seasoned CCAH provider with deep experience creating and offering this program outside California.

Objectives:
- Identify the benefits of continuing care at home in today's competitive healthcare environment and survey the key obstacles to offering it in California.
- Learn about the challenges and rewards of this program from an experienced continuing care at home provider from outside California.
- Consider next steps if California is to offer continuing care at home as a viable care option to California's seniors.

Speaker:
- Pamela S. Kaufmann, Partner, Hanson Bridgett LLP
- Lynne Giacobbe, Executive Director and Colleen Ryan Mallon, CEO, Kenal Corp.
DEMENTIA/
BEHAVIORAL ISSUES
4D DEMENTIA CARE: TRANSFORMING THE CULTURE OF DEMENTIA CARE THROUGH A DIFFERENT LENS
This session will provide attendees with resources, tips and techniques and best practices in dementia care from a person-directed approach attendees will be able to apply immediately in memory care and skilled nursing settings. The presenter will share best practices in techniques and how best to apply and take back to implement immediately in the community.

Attendees will understand the importance of team building and dementia care, person-directed care approaches in meeting resident/client unmet needs when experiencing emotional distress, how to eliminating loneliness, helplessness and boredom and create home for the elders served without rebuilding. 

Objectives: 
- Attendees will have a better understanding of the importance of team building and dementia care.  
- Attendees will experience various team building exercises and have the opportunity to learn and implement upon return to community.
- Attendees will be provided with a variety of resources through lecture, return demonstration, role playing, and case study related to dementia care.  Various resources will be shared that can be implemented immediately with successful outcomes.
- Attendees will gain a better understanding of the three plagues in a care facility, the antidotes to the plagues and have a better understanding of dealing with challenging or unwanted behaviors for those living with dementia.

Speaker(s):
Yvette Duarte, Health Services Administrator, Valle Verde - a Human Good Community
GROWTH & MARKETING 4E LIVES WELL LIVED
"Lives Well Lived" is an award-winning documentary film by Sky Bergman that celebrates the incredible wit and wisdom of adults 75 to 100 years old who are living their lives to the fullest. Encompassing over 3,000 years of experience, 40 people share their secrets and insights to living a meaningful life. Their intimate memories and inspiring personal histories will make you laugh, perhaps cry, but mostly inspire you.  

The screening of the film (56 minutes) will be followed by a presentation encompassing the importance of capturing the stories of this generation; a tips and tricks guide for collecting stories including: interview techniques, recording the best audio, lighting, b-roll footage, and sample questions; followed by best practices for sharing the stories via social media.

This session offers a new appreciation of the past and inspires a search for roots while preparing families and organizations to collect the stories of their elders. Through the film, we have inspired an intergenerational dialogue between family members through the “shared stories” part of our website and through social media. Directly tied to Leading Age’s anti-ageism work and the vision of an “America freed from ageism,” "Lives Well Lived" is changing the perceptions of aging one story at a time.

In this session participants will learn how they can capture the images, ideas and ideals of those who are proving that aging is something to cherish. Inspiring people of every age to think about what they can do in their own lives to achieve the longevity of both health and spirit, and to realize that growing older can be a journey to be celebrated.  Participants will leave the session with enough understanding to begin collecting stories and sharing them on social media. All participants will receive a handout with a list of questions to ask during an interview and a link to a “tips and tricks of interviewing” video. Whether collecting stories with an iPhone or high end video gear, everyone will learn how to make their interviews and videos an effective marketing tool. As well as marketing the good work that an aging service organization is already doing, these tools will help incorporate and share these important collected stories and can be used as part of a social media marketing campaign.

Objectives: 
- Develop an awareness for the importance of storytelling in the lives of older adults through the lessons of resilience and inspirational stories featured in the documentary film, "Lives Well Lived."
- Learn simple tips for collecting the stories of older adults, and the power of video over still photography.
- Develop the possibilities to encourage intergenerational conversations and how best to share these stories on social media and develop a social media strategy.

Speaker:
Sky Bergman, Professor/Filmmaker, California Polytechnic State University
FINANCE 4F ARE YOU PREPARED FOR MEDICARE PATIENT-DRIVEN PAYMENT MODEL?
July 31, 2018, CMS issued a final rule outlining the most radical change in Skilled Nursing Facility (SNF) Medicare payment since 1998. Beginning October 1, 2019, Medicare payment to SNFs will no longer be via Prospective Payment System (PPS). Instead, SNF payment will be under Patient-Driven Payment Model (PDPM). This model focuses on the patient’s condition and resulting care needs rather than on the amount of care provided in order to determine Medicare payment. Knowing how to navigate this change is critical to success under the new system.  

PDPM is composed of five case-mix-adjusted payment components: Physical Therapy (PT), Occupational Therapy (OT), Speech Language Pathology (SLP), Nursing, and Non-Therapy Ancillaries Services (NTAS). Reimbursement would be based on the sum of the five component rates. We will discuss how each of these is influenced by the MDS and the manner it effects reimbursement.

CMS presents the PDPM as a simplification, but payment is going from 66 payment categories under the current PPS system to potentially 28,000 payment categories. We will help you to understand the new structure and what it means for your particular facility. We will cover the importance of documentation in supporting skilled coverage as well as providing examples of appropriate documentation. Section GG of the MDS takes on a more influential role in determining reimbursement and regulatory compliance. We will discuss how to capture data to ensure you rate the appropriate Nursing Function Score and what the interplay is between licensed nursing, nursing assistants and therapy documentation. July 31, 2019 is not far away. Let us help you prepare for this change.

Objectives: 
- Will be able to describe Medicare Part A coverage criteria requirements under new PDPM system
- Will be able to explain the impact of MDS on compliance and reimbursement under new PDPM system
- Will understand what documentation is necessary to support Medicare A skilled services under PDPM system

Speaker(s):
- Ron Wall, Partner, Axiom Heathcare Group
- Mike Lesnick, Partner, Axiom Healthcare Group

OPERATIONS 4G NAVIGATING THE TRANSFER/DISCHARGE PROCESS
This session will focus on the California and Federal requirements for Skilled Nursing Facility Transfers and Discharges. It will cover the requirements of the transfer/discharge process, including written notice requirements to the resident, responsible party, and ombudsman. The presenters will also address the processes developing throughout the state for handling the notification requirements. The session will also address what happens if the resident challenges a transfer or discharge, including the administrative hearing process and eviction. Participants will take away a comprehensive understanding of the transfer/discharge requirements and where to find additional guidance. This session will be presented utilizing examples with a question and answer exchange.

Objectives: 
- Analyze Transfer/Discharge situations at the community to determine when additional assessment or paperwork is required
- Identify the requirements for written notice with respect to specific Transfer/Discharge situations
- Explain the general process for completing Transfer/Discharge requirements in common situations.

Speaker(s):
- Lori L Ferguson, Partner, Hanson Bridgett LLP
- Jillian Somers Donovan, Senior Counsel, Hanson Bridgett LLP


WORKFORCE & LEADERSHIP DEVELOPMENT 4H OXYGEN FOR PROFESSIONAL CAREGIVERS: PREVENTING BURNOUT, SUSTAINING COMPASSION
Stress in the workplace is common, but those on the front lines of healthcare, and anyone who witnesses human suffering on a regular basis, encounters the additional stressors of vicarious trauma and compassion fatigue. This first-hand exposure to human suffering multiplies the problem. This training program, Oxygen for Caregivers, does more than address this issue, it provides front line caregivers with the tools, skills, and momentum to withstand the stress, build resilience and improve personal well-being. It also serves as a profound gift that leaders can give to protect their teams.

Objectives: 
- Apply three principles of resilience in one's personal and professional life, to reduce the risk of compassion fatigue, build resilience, safeguard quality of life at home and at work and sustain the capacity to provide quality care.
- Recognize the personal early warning signs of compassion fatigue, vicarious trauma and burnout and the impact in one's own life and in the lives of co-workers.
- Communicate more effectively and compassionately with colleagues about stressors in the workplace.

Speaker(s):
- Laurie Small, Executive Director, The Samarkand, a CRC Community
- Simon Fox, Executive Director, Adventures in Caring

TECHNOLOGY & INNOVATION 4I VOICE-FIRST FOR INDEPENDENCE AND ENGAGEMENT
The value proposition of voice assistants such as the Amazon Alexa or Google Assistant to address the needs of older adults with physical challenges were clear from the beginning. Stories on user forums and blogs of how people have been using their Amazon Echo devices to help a family member with Parkinson’s, remotely care for a loved one, or simply to access music and contribute to an older adult’s independence began to emerge soon after the Amazon Echo become commercially available.

Generally known as “Voice First” technologies, consumer-based products such as the Amazon Alexa are increasingly commonplace platforms that are inspiring imaginations. As Amazon Alexa and other Voice First technologies continue to grow and expand their presence in the marketplace, the Front Porch Center for Innovation and Wellbeing (FPCIW) believes that increased opportunities will emerge for older adults to age in place and live more independently. The enormous success of the Alexa pilot was predicated on the partnership and combined efforts of FPCIW, the Carlsbad By The Sea (CBTS) management and staff, CBTS resident technology committee, and the CBTS residents.  

FPCIW believes that given the appropriate program design, community participation, and leadership involvement, Voice First solutions such as the Amazon Alexa have tremendous potential in facilitating the independence and wellbeing of older adults in senior living communities.  This presentation will discuss the adoption model (for both staff and residents) which will include approaches to onboarding, training, and installation. The engagement strategies will also be shared in the form of introducing examples of the workshops and formation of “Alexa Clubs.” Participants will leave the presentation understanding how this innovative “gadget” became an essential part of the community.

Objectives: 
- Evaluate Voice First technology and its capabilities for relevance, effectiveness and ease of use for the older adult.
- Learn of engagement and adoption strategies in introducing Voice First devices to community staff and residents.
- Discuss community-wide deployment techniques and opportunities for scaling.

Speaker(s):
- Megan Park, Field Project Coordinator and Trainer, Front Porch Center for Innovation and Wellbeing
- Bev Franco, Director of Spiritual Care Services, Casa de Manana, A Front Porch Community

AFFORDABLE SENIOR HOUSING 4J HUD UPDATE

Speaker:
Janea J. Jackson, Director, Asset Management, U.S. Department of Housing and Urban Development, Multifamily West Region