2021 VIRTUAL ANNUAL CONFERENCE & EXPO

SESSIONS LIST

1   Welcome to the Annual 2021 VIRTUAL Conference:  FORWARD – It’s the Only Way to Go!     1 CEU

Pam Koester, MA | CEO, Arizona LeadingAge

Bhakti Gosalia, MSW, MHA | Vice President of Operations, Sun Health Communities

To move FORWARD doesn't mean to push past where we have been. On the contrary, to truly move our organizations forward, we must leverage where we have been to become stronger and smarter. Our future may look different than today. Our teams will need to evolve to meet the challenges ahead. Our organizations will succeed by bridging where we’ve been with new skills and knowledge. We understand FORWARD means a better tomorrow is not promised-- it must be created. In this presentation, we will discuss how to move our organizations and the field of aging services FORWARD in Arizona.

SESSION OBJECTIVES

  * Understand the challenges and issues that senior living services have experienced in the past year.

  * Discuss and identify ways senior living will move forward in Arizona.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Sales & Marketing; Facilities; Human Resources; Dining; Wellness / Activities; Residents; Trustees

2   The Game-Winning 3: Making It Count in Business and in Life     1 CEU

Dave Davlin, BA | Professional Keynote Speaker, DTD Communications

Success can be defined in its simplest form as making life better for someone else. The key to success in any business lies not only in the development of great products and services, but in the development of great people. In this interactive, humorous, and powerful presentation, Dave shares three essential ingredients for developing a purpose-driven mentality to achieve a fulfilling career and balanced life. You will be challenged to make the most of every moment in order to develop yourself personally and professionally while creating value and making a difference in the lives of others.

SESSION OBJECTIVES

  * Develop vision and defining one's sense of purpose. 

  * Recognize and embrace the importance of creating positive and memorable experiences with fellow workers and family members. 

  * Understand and embrace the value of service in the pursuit of success.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Sales & Marketing; Facilities; Human Resources; Dining; Wellness / Activities; Trustees; Residents

3   ADHS:  Skilled Nursing Facility Update     1 CEU

Diane Eckles, BS | Bureau Chief, Bureau of Long Term Care, Arizona Department of Health Services

This session presents important Arizona Health Department Skilled Nursing Facility updates impacting Facilities in Arizona. What does the new survey process look like? What are the complaint trends? How do you effectively implement the new Centers for Medicare & Medicaid Services (CMS) rules?

SESSION OBJECTIVES

  * Overview of the Bureau of Long Term Care Licensing.

  * Complaint data trends.

  * Agency updates impacting assisted living facilities.

  * Latest COVID-19 rules and regulations.

TARGET AUDIENCE:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Facilities; Human Resources; Trustees

4   The Everyday Ethicist     1 CEU

Amanda "Jo" Erven, CPA, CIA, CFE, and cTQA | President and Founder, Audit Consulting Education LLC

We are not as ethical as we think we are. All evidence points to the fact that our society is not getting any better ethically. The number and variety of recent scandals proves our culture has changed in the last half century to one with a greater emphasis on self: “The Big Me.”  I truly believe most people desire to become more ethical, but the first steps in changing any behavior is self-awareness and a greater understanding of the problem. In this session, we will explore the role of “The Ethical Rationalizer," and why we tend to consciously or unconsciously rationalize away our unethical behavior. Then we will shift focus to “The Everyday Ethicist,” and learn how to adopt values and behaviors that will improve our society’s ethical culture, one person at a time.

SESSION OBJECTIVES

  * Analyze your past and present ethical issues, strengths and weaknesses, and identify areas for ethical improvement in your personal and professional life.

  * Explore the concept at work, in society today, by reviewing major recent frauds.

  * We will review psychological research that proves we are not as ethical as we think we are. You will discover what typical rationalizations look like and what our ethical “blind spots” truly are.

 * You will learn the characteristics of “the everyday ethicist,” how to put the characteristics to work, and influence real culture change.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Sales & Marketing; Facilities; Human Resources; Dining; Wellness / Activities; Trustees; Residents

5   Arizona LeadingAge & Covenant Health Network Emergency Preparedness Collaborative Meeting     1 CEU

Pam Koester, MA | CEO, Arizona LeadingAge

Diane Kubala, RN | VP of Care Transitions and Emergency Preparedness, Covenant Health Network

This meeting will include an overview of the Arizona LeadingAge and Covenant Health Network Emergency Preparedness Collaborative, including experiences, issues, and concerns related to the COVID-19 pandemic. We will explore and discuss current COVID-19 statistics including county positivity rates, vaccines, and revised regulations.

SESSION OBJECTIVES

  * Overview of the Arizona LeadingAge and Covenant Health Network Preparedness Collaborative.

  * Describe the current COVID-19 statistics.

  * Provide an update on the Human Resource Workgroup Plan on addressing the workforce in the senior living industry.

TARGET AUDIENCE:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Human Resources

6   ADHS: Assisted Living Facility Update     1 CEU

Harmony Duport, RS | Bureau Chief, Residential Facilities Licensing, Arizona Department of Health Services

This presentation will include an overview of Residential Facilities Licensing and will cover perpetual licensing, the top 10 deficiencies cited in Assisted Living Centers, and what is on the horizon in Residential Facilities Licensing.

SESSION OBJECTIVES

  * Overview of the Bureau of Residential Facilities Licensing.

  * Assisted Living facility data trends.

  * Agency updates impacting Assisted Living facilities.

  * Latest in COVID-19 rules and regulations.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Facilities

7   Bullying Among Older Adults: Not Just a Playground Problem     1 CEU

Dr. Kathleen Weissberg, MS, OTD, OTR/L, CMDCP, CDP | Education Director, Select Rehabilitation

In this session, participants will learn the definition and incidence of bullying in adult living communities and day centers including what older adult bullying looks like in this population. Characteristics of older adult bullies, as well their targets, and gender differences will be explored. Also discussed will be the the reasons why bullying occurs, and the five different types of bullies are defined.

SESSION OBJECTIVES

  * Describe the incidence and characteristics of bullying behaviors.

  * Identify the five different types of bullies and their intended targets. 

  * Describe the impact of bullying on older adults. 

  * Identify organizational interventions that may help to minimize community bullying.

TARGET AUDIENCE:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Wellness / Activities

8   Senior Housing and Care Market Trends in the Time of COVID-19     1 CEU

Lana Peck, MFCS-GERON, MSM | Senior Principal, National Investment Center for Seniors Housing & Care (NIC)

In this unprecedented time of change, we’re in this together. Lana Peck, NIC Senior Principal, will illustrate market trends in senior housing - where we’ve been and where we’re going:  focusing on a variety of topics, including significant market dynamics and key opportunities and challenges for providers that will impact short-term and long-term business decisions.

SESSION OBJECTIVES

  * Discover the impact of COVID-19 on seniors housing and care on the pace of move-in and move-out rates, changes in occupancy, and other findings from NIC’s Executive Survey Insights.

  * Specific to the greater Phoenix metropolitan area, identify the current market fundamentals for seniors housing and care, including occupancy, inventory growth, and demand measures. 

  * Senior housing and care is still operating and open for business. Examine the disruption in the status quo and how the pandemic is leading to the transformation of senior housing and care.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; Sales & Marketing; Trustees

9   Building a Sustainable Leadership Development Program     1.5 CEUs

Wendy Pardonche, BA, MEd | Vice President, Organizational Development and HR, Sun Health Communities

Tahlya Visintainer, JD, BS | Chief Human Resources Officer, Sun Health Communities

Effective leaders are the key to attracting and retaining top talent, achieving organizational goals, and being an employer of choice. In this session, you will learn a proven process for designing and implementing a robust competency-based leadership development program. In addition, you'll discover how to strategically link performance management, employee engagement, and leadership development to improve overall organizational effectiveness.

SESSION OBJECTIVES:

  * Create a robust and effective structure for leadership development. 

  * Improve effectiveness of all leaders, resulting in increased employee engagement and retention. 

  * Build organizational bench strength through a structured succession planning process.

TARGET AUDIENCE:  CEO / Administrator; Human Resources

10   We Were Built for This:  Selling After (or During!) a Pandemic     1.5 CEUs

Michael Marlow, BA | Sales Engagement Manager, Life Care Services

Using industry research, 28 years of "lessons learned" in the senior living industry, leading the selling efforts in the top two providers within our industry for 20+ years, and my personal senior living buying experience, we will discuss how to sell (not market!) in this forever changed world of senior living.

SESSION OBJECTIVES

  * Examine how selling behaviors can help you establish your community's uniqueness versus the "Sea of Sameness" that currently defines senior living providers.

  * Prove that "Marketing to the Collective" is an inferior approach to "Selling to the Individual."

  * Provide research-based data that will prove that we can sell during difficult times such as these. All we need to do is Think and Act Completely Differently!!

TARGET AUDIENCE:  CEO / Administrator; Sales & Marketing

11   Responding to COVID-19 in Development     1 CEU

Brittany Vipham, BS | Communications Director, ARCH Consultants, Ltd

Justin Sager, MArch,BS | Senior Project Manager, ARCH Consultants, Ltd

Are you finding yourself questioning design decisions made prior to COVID-19? Unsure whether construction should occur during the pandemic? It is no new revelation that COVID-19 has caused everyone to reflect and reimagine their typical day-to-day operations, and the same is true in development. Organizations planning and executing development initiatives have been forced to reconsider their approach and decide upon on the best paths forward in order to address the various risks inherent within the current environment. This session will share senior living industry experts’ perspectives on how their clients in design and construction are responding to the pandemic. Discussion topics include design considerations, managing risks, construction costs and schedule impacts, and the importance of heightened communications with project stakeholders.

SESSION OBJECTIVES

  * Learn how architects are addressing pandemic concerns within the design of their projects.

  * Comprehend COVID-19 risks and impacts on project costs, schedule, logistics, and other key matters effecting the evaluation and execution of projects.

  * Identification of methods and protocols for improved critical communications, particularly during construction.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; Facilities; Trustees

12   Business Software Optimization:  Getting the Bang for your Buck     1 CEU

Chip Burns, BS | Virtual CIO, Sun Health Communities

Gayle Korn, MBA, BS | Director Business Systems, Sun Health Communities

Donny Friday, BA | Director of Technology, Sun Health Communities

Learn in this session how most organizations underutilize their business software applications and how Sun Health approached application optimization head on. We will discuss strategies to evaluate and improve business software applications including a standard approach assessment, an action plan, and more.

SESSION OBJECTIVES:  You will learn strategies and processes to evaluate and improve how your business software applications are utilized and take with you templates to assist you in your journey ahead.  Including:

  * A Standard Assessment Approach.

  * An Action Plan Approach.

  * A Standard Application Handbook Template.

  * A Standard Task Force Scope Document.

  * A Standard SME Description with Roles and Responsibilities.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Sales & Marketing; Facilities; Human Resources; Dining; Wellness / Activities

13   Coping with COVID-19: A Community's Response and Plans to Move Forward     1 CEU

Josephine Levy, MA | Success Matters Resource Navigator, Beatitudes Campus

Jessica Meyer, MEd, MS, OTR/L | Director of Success Matters, Beatitudes Campus

Beatitudes Campus developed a comprehensive community-specific survey to assess four components of residents’ COVID-19 experiences: Personal Challenges, Campus Responses, Personal Coping Mechanisms, and when will residents feel comfortable re-engaging in Campus Life. In this session, we will review findings from the comprehensive survey. Results will inform communities’ efforts to emerge from COVID-19 with resilience and an understanding of the resident perspective.

SESSION OBJECTIVES

  * Will identify the most commonly reported resident challenges during COVID-19.

  * Will recognize the most typical resident coping mechanisms and adaptation strategies in response to COVID-19.

  * Will understand the most appreciated community response measures and generalize how communities can continue to provide these types of resident supports beyond COVID-19.

  * Will evaluate circumstances that allow residents to feel comfortable re-engaging in community life and will develop ideas to promote full re-engagement within each participant’s community.

TARGET AUDIENCE:  CEO / Administrator; Resident Services / Social Services; Sales & Marketing; Human Resources; Dining; Wellness / Activities; Trustees; Residents

14   Quality Reporting Measures:  Being on the Ball to Avoid Annual Payment Update (APU) Penalties     1.5 CEUs

Elisa Bovee, MS, OTR/L | VP of Clinical Strategies, HealthPRO Heritage

How is your public profile impacting your referrals and census?  Centers for Medicare & Medicaid Services (CMS) informed providers that Quality Reporting Program (QRP) publicly reported data is posted on Nursing Home Compare as of October 2020 and will be refreshed regularly. The data and outcomes available to the public will be expanding as we head into the future of transparency. Beyond the accessibility to this information, the Quality Reporting Program (QRP) carries a steep penalty for providers who do not meet the minimum expectations. Assessing, scoring, and reporting Functional Abilities via Minimum Data Set (MDS) 3.0 Section GG is an area that providers must understand how the coding of this section is tied to the QRP. The QRP Manual contains an intricate point system and detailed explanations of how this Measure is calculated. Join our program that will provide insight for directors and clinicians to have a deeper understanding of the Measures fueled by Section GG and the collaborations necessary with coding strategies to facilitate an accurate portrayal of the care provided.

SESSION OBJECTIVES

  * List 3 measures of the Quality Reporting Program (QRP) as they relate to the Skilled Nursing Facility (SNF) setting.

  * Understand the Casper reports that help SNF providers monitor QRP data.

  * List strategy approaches for Minimum Data Set (MDS) nursing and rehab professionals to avoid Annual Payment Update (APU) penalties under the QRP.

  * Obtain criteria for appealing an Annual Payment Update (APU) penalty.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Facilities

15   Start with Why and End with How:  How to Engage in Effective Problem Solving & Strategic Planning     1 CEU

Bruce Berlin, BS | President & Chief Experience Officer, Prioriteams

Effective problem solving starts with identifying the root causes of the problems before implementing solutions. In this session, attendees will learn how to engage in a collaborative problem-solving and strategic planning process with staff, residents, and resident family members to identify root causes and solutions that result in lasting change.

SESSION OBJECTIVES

  * Learn how to engage in an effective root causes analysis process.

  * Learn how to engage in a collaborative problem-solving process with staff, residents, and resident family members. 

  * Learn how to apply this collaborative problem-solving process in strategic planning.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Sales & Marketing; Facilities; Human Resources; Dining; Wellness / Activities

16   It Takes a Village: Using the Arizona Health Information Exchange (HIE) to Deliver Optimal Care to Older Adults     1 CEU

Melissa A. Kotrys, MPH | CEO, Health Current

Health Current is Arizona’s Health Information Exchange (HIE). Learn how Health Current integrates critical data from healthcare providers serving Arizona’s seniors – from specialists and skilled nursing to end-of-life care planning. It takes a village of providers to care for older adults. Arizona’s HIE keeps the village connected.

SESSION OBJECTIVES

  * Describe the variety of healthcare providers who participate in the Arizona Health Information Exchange (HIE).

  * Learn how HIE data can help present a more complete medical history picture when treating older adults, including how HIE services are best implemented for their organization.

  * Understand Health Current’s plans for implementing a statewide electronic Advance Directives Registry.

  * Identify opportunities for collaboration as Health Current develops its strategy for a statewide referral platform to address Social Determinants of Health (SDOH) and social risk factors, including housing, food insecurity, and social isolation support.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Sales & Marketing

17   Accounting Standards Update     1 CEU

A. Carter Smitherman, CPA | CFO, Royal Oaks

Jesse Howell, CPA | Manager, CliftonLarsonAllen

Changes in accounting standards. In this session, attendees will develop an understanding of accounting standards that impact the standards of senior living organizations, practical lessons learned from significant implementations - a look at changes that are just beyond the horizon, and how to prepare for those changes.

SESSION OBJECTIVES

  * Obtain an understanding of the accounting standards updates (ASUs) that will be effective in the near future.  

  *  Learn about the impact of those standards on senior living organizations and tips to prepare.

TARGET AUDIENCE:  CFO / Finance

18   Reviving the Joy of Reading     1 CEU

Susan Ostrowski, MA, MS, CCC-SLP | Co-Creator/Director and Speech-Language Pathologist, Reading2Connect®

First, we’ll shake up conventional notions about reading and what adult text should look like. Next, we’ll practice creating dementia-friendly reading material. We will also analyze videos of LTC residents reading for pleasure - alone and in groups, and we’ll witness how to compensate for the barriers to reading that elders encounter.

SESSION OBJECTIVES

  * Identify four skills related to reading and list the overt signs demonstrating difficulty in those skills. Recall three common assumptions about reading that do not generally apply to older adult readers.

  * Modify a standard article/essay/story to make it age/dementia friendly. Modify an environment to make it age/dementia friendly and conducive to reading.  Incorporate adapted reading into the lives of residents.

  * Educate families and volunteers on how to incorporate adapted reading into resident video calls for meaningful, substantive remote, Covid-safe visits. Design volunteer and inter-generational programs centered on adapted reading - in person, as well as via video.

TARGET AUDIENCE:  Resident Services / Social Services; Facilities; Wellness / Activities

19   COVID Recovery:  Returning to the Humanity in Care     1 CEU

Julie Boggess, LNHA, CDP, MPA | Director of Grants and Consulting Projects, AGE-u-cate Training Institute

Aging Services Providers will need tools to respond to the unintended consequences of the pandemic on residents and family members. A period of recovery will be needed to rebuild relationships, trust, and connection. The focus of this session is to help providers revitalize the culture of their care by incorporating expressive touch into the culture of care.

SESSION OBJECTIVES

  * Identify the unintended emotional and psychological consequences of the pandemic on elders.

  * Explore the elements of Humanity in Care.

  * Validate the benefits of human touch and learn techniques to immediately implement with residents.

TARGET AUDIENCE:  Resident Services / Social Services

20   2021 Construction Forecast - The Pandemic's Lasting Impact on the Construction Industry and Senior Living     1 CEU

Bryan Dunn, BA | President, W.E. O'Neil Construction Company of Arizona

While the pandemic has brought many activities to a halt, many construction projects are still underway. With a focus on long-term care, the speaker will cover the current state of construction and how the senior living market has been directly impacted by COVID-19. The speaker will discuss the trends emerging for the senior living industry and construction industry post-pandemic.

SESSION OBJECTIVES

  * Construction Industry Forecast (Update).

  * How the construction industry and senior living market has been directly impacted by COVID-19.

  * Emerging trends Post-Pandemic.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; Sales & Marketing; Facilities; Trustees

21   Interior Design in a COVID-19 World     1 CEU

LuAnn Thoma-Holec, FASID, CID, NCIDQ | Owner, Thoma-Holec Design LLC

Keith Stanton, ASID, NCIDQ, CHID | Director of Design Development, Thoma-Holec Design LLC

In this session, we will discuss the latest trends for the built environment, as related to resident safety, in a post-pandemic world. Both capital expenditure planning and new construction trends will be discussed.

SESSION OBJECTIVES:  Our intent is to share the latest research, from the international research community, regarding the best practices for interior design, affecting resident well-being and reducing the effects of isolation.

TARGET AUDIENCE:  CEO / Administrator; Sales & Marketing; Facilities; Dining; Wellness / Activities; Residents

22   Navigating Senior Living Nonprofits:  Serve Like a Nonprofit, Perform Like a Business     1 CEU

Jesse Howell, CPA | Manager, CliftonLarsonAllen

William (Bill) Bojan, MS, BS | Director,  Business Risk Services, CliftonLarsonAllen

This session will discuss the importance of strong governance in successfully and safely navigating today’s Senior Living nonprofit organizations. This requires good alignment and transparency between the board/trustees, management, and the monitoring disciplines of the organization. Sufficient connection and alignment must be maintained across governance, strategy, risk management, operations, ethical culture, and performance to address today’s complexities and realities:

  *  A speed of doing business that demands a new level of responsiveness.

  *  A pace of change that demands a new level of agility.

  *  Industry disruption that demands a new level of innovative thinking.

  *  New and more challenging risks that demand a new level of proactivity.

  *  Higher levels of stress on organizations that demands strong, ethical cultures of integrity.

SESSION OBJECTIVES

  * Consider the necessity of “Next Gen Governance for a Next Gen World” and learn leading practices for navigating your organization to ensure healthy and ethical direction: Clear Mission, Aligned Strategy, Managed Risk, and Strong Controls.

  * Understand the concept of Enterprise (Strategic) Risk Management and its strategic value and necessity to ensure healthy direction and achievement of organization goals by helping to connect and align board governance, strategy, risk management, and ethics/compliance.

  * Better understand the board’s oversight role as independent directors/trustees and champions for integrity and ethics and recognizing how proactively enhancing your governance capabilities and outcomes propels your current and future health, reputation, and success as an organization for a substantial competitive advantage.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Facilities; Human Resources; Trustees

23   Learning As We Go: Infection Control Best Practices to Survive and Thrive     1.5 CEUs

William (Bill) Tait | Emergency Preparation Trainer/ Consultant for Arizona LeadingAge and Covenant Health Network, CSRV - Creating Survivors, Reducing Victims

Maria Mozqueda, EN | Infection Control Nurse, CSRV - Creating Survivors, Reducing Victims

The COVID-19 pandemic was the ultimate test of infection control practice within the healthcare industry. To face this test, strong infection control programs and processes became essential in stopping the spread of COVID-19. In this session, attendees will learn about infection control best practices from the pandemic. We will be discussing infection control recommendations in daily operations expanding from COVID-19 to working with residents diagnosed with HIV, Tuberculosis, and Hepatitis, among others.

SESSION OBJECTIVES

  * Identify best practices from the pandemic.

  * Identify and discuss infection control in daily operations.

  * Understand the depth of infection control in working with patients.

TARGET AUDIENCE:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Facilities; Dining; Wellness / Activities; Residents

24   Civil Liability Issues: Threading the Needle on Liability Issues in the COVID-19 Era     1 CEU

Marsha Greenfield, JD | Vice President, Legislative Affairs at LeadingAge, LeadingAge National

Cory Kallheim, JD | Vice President, Legislative Affairs & Social Accountability at LeadingAge, LeadingAge National

In this session, attendees will explore the issues and challenges related to liability that became prevalent during the pandemic and their lasting effects. We will review the Public Readiness and Emergency Preparedness (PREP) Act and possible federal liability reform. Lastly, we will discuss the strengths and limitations of state liability protections.

SESSION OBJECTIVES

  * Explore the issues and challenges related to liability during and after the pandemic.

  * Review the PREP Act and the likelihood of federal liability reform for aging services providers.

  * Explore and compare the strengths and limitations of state liability protections.

TARGET AUDIENCE:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Human Resources; Facilities; Trustees

25   Culinary Revolution:  Re-Defining the Dining Experience for the Future     1 CEU

Glenn Bradley, MArch, BS | Director, Design & Retail, Morrison Living

Kelly Kim, BS | Director of Business Development (Southwest), Morrison Living

Gretchen Cobb, CPA, MBA | Chief Operating Officer, Royal Oaks

Roundtable panelists discussion of culinary and design trends, specifically for Arizona as related to infection control and adopting current spaces to meet residents' needs, building for the future, and how to best allocate budget to differentiate in the marketplace.

SESSION OBJECTIVES

  * Evolve current culinary design for the future.

  * Manage infection control through smart, adaptable, culinary design.

  * Re-define the role of culinary as social hub for the future.

  * Re-imagine how to best apply allocated budget for future design and construction plans.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; Sales & Marketing; Dining; Wellness / Activities; Residents

26   Apartments Become Caregivers: How Artificial Intelligence (AI) Can Impact Your Community     1 CEU

Dr. Ashutosh Saxena, PhD | Founder & CEO at Caspar.AI for Senior Living, Caspar.AI

Joseph E. Anderson, BA | Advisor to the CEO, Caspar.AI

Many people are familiar with the surface values of Alexa or other voice-activated devices. Few people understand the next levels of sophistication when such a device is paired with sophisticated artificial intelligence (AI) systems. All constituents of senior housing benefit; owners or sponsors, managers, marketers, residents, and families.  Learn the practical applications of AI that provide and promote best practices in senior living.

SESSION OBJECTIVES

  * Understand the various retirement community departments that can benefit from artificial intelligence.

  * Understand the benefits to residents through the use of artificial intelligence.

  * Gain knowledge of the operating systems that can be improved or enhanced through artificial intelligence.

  * Understand how artificial intelligence can provide increased resident support with decreased face-to-face interaction - an important factor during a pandemic.

TARGET AUDIENCE:  CEO / Administrator; Resident Services / Social Services; Sales & Marketing; Facilities; Wellness / Activities; Trustees; Residents

27   Making Systems Level:  Change in Post-Acute Care Using Sessions Learned from the COVID-19 Pandemic     1 CEU

Keith Chartier, MPH, BA | Director, Health Services Advisory Group

The COVID-19 pandemic was the ultimate stress test on the nation’s healthcare system, especially within skilled nursing and assisted living facilities. Strong infection control programs and processes were essential in mitigating the initial spread of the novel coronavirus. Strategies included overall program assessment, staff education, data reporting, hand hygiene;  and PPE auditing, screening, and environmental cleaning. The pandemic also showed the need for strong communication skills and a focus on staff and resident well-being. This presentation will highlight the lessons learned from the first year of the COVID-19 pandemic and how they can be permanently implemented into post-acute care infection control and quality improvement programs.

SESSION OBJECTIVES

  * Identify key infection control strategies used to mitigate the spread of COVID-19 in post-acute care facilities. 

  * Demonstrate communication strategies that promote staff buy-in to interventions and address well-being. 

  * Evaluate approaches to integrate lessons learned.

TARGET AUDIENCE:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Wellness / Activities; Residents

28   Mission Based Fundraising:  Methods and Measurable Outcomes     1.5 CEUs

Kate Harris, MA,MS, BS | Consultant, Marts & Lundy

Philanthropic trends are changing. In aging services, fundraising has become an increasingly attractive investment. Many Arizona LeadingAge member organizations are running some form of fundraising program or would like to start. Attendees will understand appropriate fundraising methods and metrics, all of which must align with their unique mission.

SESSION OBJECTIVES

  * Understand how your organization compares to industry benchmarks specific to aging services.

  * Gain an awareness of the dual benefit structure of various giving vehicles and how they support both donor wishes and organization missions.

  * Be able to identify the appropriate methods and measurements for fundraising in their specific organizational type.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; Resident Services / Social Services; Sales & Marketing; Human Resources; Trustees; Residents

29   Communicating with a Person Who Has Dementia     1 CEU

Michelle Cornelius-Toft, LMSW, EdM | Program Specialist/Director of Memory Care Programs, Honor Care Network/Cypress HomeCare Solutions

During an interactive skill-building session, techniques from improv will help you learn how to say yes instead of just redirecting or distracting. Drawing on difficult experiences those in the field have had, this session will give you the tools and words needed to validate the interaction and prevent conflict.

SESSION OBJECTIVES

  * Summarize the importance of not arguing with the person who has dementia.

  * Demonstrate the ability to think on your feet and respond quickly when communicating with the person who has dementia.

  * Communicate with a person who has dementia using the "Yes, and" technique.

TARGET AUDIENCE:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Wellness / Activities; Residents

30   Meeting Consumer Expectations with Campus Reinvestments     1.5 CEUs

Daren Bell, BBA | Director, Ziegler

Sharon Grambow, CPA, LNHA | Chief Financial Officer, Sun Health Communities

Cole Marvin, NHA, MBA | Executive Director, Friendship Village of Tempe

According to the 2020 LeadingAge Ziegler report, roughly 75% of providers are looking to grow through campus expansions and repositionings in the next two years. Many not-for-profit providers are reinvesting in their campuses to stay on top of changing consumer expectations (Boomer preferences) and to maintain a competitive advantage amongst the growing for-profit seniors housing developers. This session will give a national, regional, and statewide perspective on the topic of community repositionings and expansions, and how growth plans have changed in light of COVID-19. Time will be devoted to discussing common elements of recent community projects. This would include upgrading common spaces, carving out specific memory care living spaces, modernizing healthcare offerings, and expanding independent living units. Session presenters will also share advice on how to ensure a successful project execution. Today’s economic conditions and workforce pressures are escalating construction costs, and providers need to plan carefully to ensure projects will fall within budgeted amounts.

The session will also give direction on how to balance capital planning for multiple projects and how to ensure an ongoing culture of reinvestment in one’s physical plant. Attendees will learn how to leverage staff and internal expertise and how to develop effective constituency communications to ensure a successful repositioning effort.  In addition to an overview of trends and insights on successful project execution, two case studies will be presented. The two providers, Sun Health and Friendship Village of Tempe, will each share about significant campus projects undertaken in recent years. What were the drivers behind the repositioning and expansions? Were there any lessons learned along the way? How did each develop a successful financing plan to fund the project needs? These items along with many others will be shared by each provider organization.  This topic is an important one as campus reinvestment is critical to the long-term viability of a retirement community. The hope is that covering key topics within this over-arching theme from multiple perspectives will provide the audience with a set of tools to advance their own community master planning.

SESSION OBJECTIVES

  * To identify critical decision points for determining paths to repositioning success.

  * To understand how to effectively prepare and plan for an upcoming campus repositioning.

  * To walk away with insight into what type of repositioning needs may be most fruitful for your organization to pursue.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; Sales & Marketing; Facilities; Trustees

31   Home Health and Hospice:  Strategic Considerations and Practical Insights     1 CEU

Dr. Nancy King, DM, MS, BS, Author | President, Senior Options, LLC

In this session, I will cover the biggest challenges and opportunities in home health and hospice for Arizona LeadingAge member organizations as well as provide a strategic framework and self-study for the participants to walk through in the session and/or take home to their organizations.

SESSION OBJECTIVES

  * Learn the answers to commonly asked questions about starting certified home health and/or hospice.

  * Identify the quality, strategic, and financial metrics used to assess these services.

  * Understand the unique challenges and opportunities senior living organizations face in operating home health and hospice.

  * Undergo a self-study during the session to assess the strategic issues involved.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Trustees

32   Millennials: The Emerging Generation of Caregivers     1 CEU

Dr. Kathleen Weissberg, MS, OTD, OTR/L, CMDCP, CDP | Education Director, Select Rehabilitation

Caregiver demographics are changing and today, many millennials are taking on complex caregiving roles. This session will provide the learner with strategies to assist the Millennial caregiver in meeting his or her caregiving needs. The session identifies the specific issues that millennials face, such as exclusion from peer groups, managing debt, time management, workplace discrimination, emotional stress and fatigue, and other issues, and offers resources that are available for each of these. Additionally, approaches that employers can utilize to help their Millennial caregivers to be successful will be offered.

SESSION OBJECTIVES

  * Describe relevant demographic statistics for the Millennial caregiver.

  * Identify personal, psychosocial, emotional, and physical challenges experienced by Millennial caregivers.

  * List possible resources and strategies healthcare providers can offer to Millennial caregivers.

  * Illustrate ways employers can support Millennial caregivers in their roles.

TARGET AUDIENCE:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Human Resources

33   Planning Out of Crisis:  New Opportunities for Technology and its Benefit     1.5 CEUs

Cheryl Goodwin, MCJ, BS | Chief Strategy Officer, Covenant Health Network

Rebecca Neth Townsend, MBA, BSN | Consult to CEO, Covenant Health Network

Dr. Scott Motyka, PhD, MBA, MS | Director of Business Development and Technology, Covenant Health Network

COVID-19 is an extreme disrupter, yet opportunities are prevalent – specifically in the area of technology. Effective implementation requires an overall vision to re-engage residents; physically, emotionally, and medically using technology tools. This session will highlight technology opportunities to realign service for the benefit of seniors and staff within a comprehensive vision.

SESSION OBJECTIVES

  * Participants will be able to describe three components of a comprehensive technology vision designed to re-engage residents, staff, and future residents.

  * Participants will be able to prioritize areas of technology applicable to a comprehensive longer term implementation plan.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Sales & Marketing; Trustees

34   Employment Law Developments During the Pandemic and Beyond     1 CEU

Marsha Greenfield, JD | Vice President, Legislative Affairs, LeadingAge National

Cory Kallheim, JD | Vice President, Legislative Affairs & Social Accountability, LeadingAge National

In the past year, the senior living industry has been tested to keep their staff safe from COVID-19 while caring for their residents. As vaccines enter arms of residents, staff, and visitors, the question is: "What happens now?"

This session will explore the legal questions related to vaccines, temporary employment related authorities, OSHA, and other Department of Labor changes that may be under consideration by the new administration.

SESSION OBJECTIVES

  * Understand temporary employment related authorities during the pandemic and their impact and discuss more permanent policies under consideration.

  * Learn about OSHA and other Department of Labor changes that may be under consideration by the new administration.

  * Explore a specificities legal questions related to vaccines, especially issues around mandating that staff be vaccinated.

TARGET AUDIENCE:  CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; Human Resources; Facilities; Trustees

35   Mastering Admissions:  Making the Process Seamless     1 CEU

Debbie Lane, MSW | Admission Coordinator, Catholic Care Centers

Admissions are a key but complicated process in skilled nursing facilities. In this session, attendees will develop a deeper understanding of the admission process by identifying the key paperwork needed, discussing Advance Directives, and building a continued relationship with residents prior to and after admission.

SESSION OBJECTIVES

  * Understand the key paperwork required for admission.

  * Quick overview of the Advance Directives.

  * Building and continuing relationships with acute care or sub-acute case managers, residents, and family members.

TARGET AUDIENCE:  CEO / Administrator; Resident Services / Social Services; DON / Nurse Manager; Wellness / Activities; Sales & Marketing

36   Improve Quality Care Employee Satisfaction     1 CEU

Dahlia Mak, MHA | Managing Director, Moss Adams LLP

Shirl Diaz, MA, BA | Director, Moss Adams LLP

Staffing turnover is a major challenge for the long-term care sector. Caregivers who are more satisfied with their work environment, are less likely to seek employment elsewhere and are more likely to provide better quality care. Workplace organization helps boost engagement and tap into the creativity of your workforce. Learn how a lean tool called “5S” (Sort, Set in Order, Shine, Standardize, Sustain) creates a process that lays the foundation for workplace organization that can greatly reduce waste and improve performance, engagement, and patient satisfaction.

SESSION OBJECTIVES

  * Explain how lean improves value, reduces waste, and engages staff.

  * Identify each activity in element of “5S” (Sort, Set in Order, Shine, Standardize, Sustain) as it relates to workplace organization.

  * Describe the benefits of “5S” to staff, the organization, and long-term care residents.

  * Identify “5S” routines that maintain organization and orderliness.

  * Learn how to compose a plan to “5S” one workspace in your organization and with your team.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Human Resources

37   Diversity, Retention, Engagement, and Revenues: What’s the Connection?     1 CEU

Christopher Ridenhour, GFN | Leadership Trainer/ Educator, Inspired 2 Results

Finally, the opportunity exists to ask questions and share the beliefs, stories, and experiences that have shaped who you are, and who they are…, whoever they are. The quality of resident care rests solely on our success at creating harmony from the hundreds of different personalities, attitudes, beliefs, and the individual cultures of the staff. How confident are you in your ability to understand and manage difficult situations with others whose experiences differ wildly from your own? Are there differences that matter more than others? Are there similarities that don’t matter as much? Are you up for an honest and safe conversation about race, class, and other aspects of diversity? This guilt-free, blame-free, and shame-free session is for anyone who:

  * Has a desire to be a better leader, coach, or team member.

  * Has ever said, “I don’t see color.”

  * Believes we should all get along.

  * Loves their residents.

  * Is human.

SESSION OBJECTIVES

  * Define theories and terms that explain Diversity, Equity, and Inclusion.

  * Provide opportunities to examine the origins of attitudes and beliefs about self and others.

  * Define the characteristics and actions of an “ally” as well as steps to support a dynamic, cooperative, and inclusive workplace culture.

  * Tools and techniques to dramatically increase retention, engagement, and morale.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Sales & Marketing; Facilities; Human Resources; Dining; Wellness / Activities; Residents

38   Membership Meeting & Meeting Program:  Compassion Fatigue     1.5 CEUs

Pam Koester, MA | CEO, Arizona LeadingAge

Denise Beagley, MSc | Manager of Clinical Initiatives & Training, Arizona State University's Center for Applied Behavioral Health Policy

This session will focus on compassion fatigue, an occupational hazard, which means that almost everyone who cares for clients will eventually develop some measure of fatigue. Individuals can exhibit a spectrum of symptoms including: hopelessness, a decrease in experiences of pleasure, depression, constant stress and anxiety, sleeplessness or nightmares, and a pervasive negative attitude. We find in the behavioral health field it has a significant presence and can lead to negative outcomes for these helpers; can have an impact on client care and personal relationships; and can lead to health issues. The students will acquire the knowledge and skills necessary to identify risk and resiliency, factors essential to caring for one’s own health while providing professional care to the clients they serve.

SESSION OBJECTIVES

  * Define compassion fatigue and how it relates to our work.

  * Recognize sign and the physical symptoms "living in the red" associated with compassion fatigue.

  * Provide hands-on assessments.

  * Identify self-care tips for "living in the green."

  * Get tips and discuss healthy coping skills.

TARGET AUDIENCE:  CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / Social Services; Sales & Marketing; Facilities; Human Resources; Dining; Wellness / Activities; Trustees; Residents

39   Palliative Care:  From Cure to Care     1 CEU

Dr. Chikal Patel, MD | Geriatrician, OptumCare, United Health Group

Sandy Severson, BSN, MBA, MHA, CPHQ, CPPS, CENP, FACHE | Vice-President Care Improvement, Arizona Hospital and Healthcare Association

Palliative care is a medical specialty that focuses on providing relief from the symptoms and stress of serious illness.  The goal is to improve quality of life for both the patient and the family.  Palliative care is provided by a specially-trained team of doctors, nurses, and other specialists who work together with a patient’s other doctors to provide an extra layer of support. It is appropriate at any age and at any stage in a serious illness, and it can be provided along with curative treatment. This session will give an overview of palliative care, the scope of practice within the palliative care team, and how to increase access to the senior population.

SESSION OBJECTIVES

  * Understand and define palliative care.

  * Learn the eight domains of palliative care.

  * Understand the scope of practice of a palliative care team.

TARGET AUDIENCE:  DON / Nurse Manager; Resident Services / Social Services; Dining; Wellness / Activities; Residents




Arizona LeadingAge is a 501(c)6 not-for-profit organization. 

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