Spring Leadership Conference

March 25-26, 2015 | JW Marriott, Grand Rapids

HEALTH CAREASSOCIATIONOF MICHIGAN

M I C H I G A N C E N T E R F O R ASSISTED LIVING

Operating Under the Umbrella of ChangeWelcome

This year’s Spring Leadership Conference will feature quality, in-depth education at an executive-level on a variety of the profession’s most urgent and emergent issues impacting leadership; business models/operations; quality and regulatory; and reimbursement and finance with a focus on operationalizing managed care.

PurposeThe purpose of this conference is to provide long-term care and assisted living leaders (including homes for the aged, adult foster care and other independent and supportive living settings) with quality, implementable standards of practice to promote facility/center management, operations and optimal resident care and service.

Target AudienceThis conference is designed for executive-level leadership including facility/center owners, corporate-level consultants, administrators, executive directors, directors of nursing, nurse managers, directors of finance and other long-term care and/or assisted living management personnel (including homes for the aged, adult foster care and other independent and supportive living settings).

Continuing EducationFor this conference, participants will have the opportunity to earn up to 11 licensed nursing home administrator contact hours.

This continuing education activity is appropriate for adult foster care providers and certified assisted living directors for a recommended maximum of 11 clock hours of professional development.

Participants may also earn up to 11 nurse contact hours.HCAM is an approved provider of continuing nursing education by the Wisconsin Nurses Association, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation.

Spring Leadership Conference

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Thursday, March 26TIME PrograM/EvEnT PrEsEnTEr

8:00 AM Registration Opens8:00-9:30 AM Breakfast Buffet8:15-8:30 AM Closing Remarks Linda Lawther8:30-9:30 AM Closing Keynote: The HCAM|MCAL Challenge Ken Sikkema

9:45-10:45 AM Thriving Under Managed Long-Term Care & Achieving a Scaled Impact: Part 1 Harrison Brown

A Formula to Eliminate Staff Turnover Problems John Lankford & Sophia Najjar

11:00-12:00 PM Thriving Under Managed Long-Term Care & Achieving a Scaled Impact: Part 2 Harrison Brown

Accounting Procedures for HFA, AFC & Other Assisted Living Settings Jon Nowinski

12:00-1:15 PM Lunch On Your Own

1:15-2:15 PM The Post Acute Climate: Threats & Opportunities Carol Rolf

Maneuvering the New Health Care Laws Todd Dockerty

2:30-3:30 PM Michigan Health Link: MI’s Integrated Pilot Demonstration Update Pat Anderson

MCAL Regulatory Update Jerry Hendrick3:45-4:45 PM HCAM Quality/Regulatory Update Andy Rothman & Vickie Burlew

Quality & Person Centered Care in HFA, AFC & Other Assisted Living Settings Linda Lawther & Laurie Shepard

4:45 PM Conclusion of Conference

Wednesday, March 25TIME PrograM/EvEnT PrEsEnTEr

8:00 AM Registration Opens8:00-9:30 AM Breakfast Buffet8:45-9:00 AM Welcome & Opening Remarks David LaLumia9:00-10:30 AM Opening Keynote: AHCA|NCAL Overview & Payment Reform Len Russ, Barry Lazarus & Betsy Rust10:45-11:45 AM Adverse Events & Almost Events Angie Szumlinski & Andrea DeLand

Reducing Bad Debt & Improving Collections Aric Martin & Cory PhillipsLet’s Get Started: Financing in Assisted Living Brendan Healy & Kass Matt

11:45-1:00 PM Provided Luncheon & Presentation by MI-OSHA Martha Yoder1:00-2:00 PM Infection Control in the Age of Ebola Bill Vaughan & Rob Shulman

An Opportune Time to Make Strategic Financing Decisions Brendan HealyChoosing Licensed vs Non: What’s Your License Type? David Wiegel

2:15-3:15 PM MDS Compliance: The Rocky Road Ahead Brenda SowashReinventing Your Business Office in the Advent of Managed Care Julie Kearney

Home for Aged, Skilled Nursing & AFC Under Fair Labor Laws and Hours Worked Mildred Kress

3:30-4:30 PM Employment Law Update Grant PecorDetecting Fraud Alisha Davis & Eric Conforti

4:30-6:30 PM Executive Hosted Happy Hour

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legal/regulatory/quality sessionsaDvErsE EvEnTs & aLMosT EvEnTs angie szumlinski, Bs, rn-C, LnHa, raC-CT | Evolucent / HealthCap Usaandrea DeLand, JD, Ba | Clark Hill PLC / HealthCap UsaAn Office of Inspector General (OIG) report published in March 2014 estimated 22% of Medicare beneficiaries on post-acute stays in skilled nursing facilities experienced some sort of adverse event. Physicians determined that 59% of the adverse events were clearly or likely preventable. The cost of resulting rehospitalizations is enormous. This presentation will provide a summary of the OIG report findings and offer providers solutions to the challenges associated with center-based efforts to reduce and/or avoid adverse events.

InFECTIon ConTroL In THE agE oF EBoLa Bill vaughan, Bsn, rn | remedi seniorCarerob shulman, rPh, CgP, FasCP | remedi seniorCareIn 2014 the Ebola virus made a dramatic entry onto the healthcare landscape in America. And while those infected faced a difficult and uncertain clinical course, fortunately very few Americans were ever directly affected by the disease. To the contrary, every day in long-term care facilities, more mundane, but equally deadly, infectious agents such as influenza and multidrug-resistant organisms place residents and at times even staff at significant risk. This presentation will address, using the federal nursing home regulations as a baseline, current best practices for infection control in long-term care. Recommendations regarding the infrastructure and quality assurance activities needed to sustain an effective infection control program will be offered by a former nurse surveyor. Similar insights regarding the judicious use of antibiotics will be given by a board certified geriatric pharmacist.

MDs CoMPLIanCE: THE roCKY roaD aHEaD Brenda sowash, Bsn, rn, raC-CT | rolf ConsultingThe MDS has become a tool more frequently used against facilities in both the survey and reimbursement worlds. That will continue to be our reality in the years to come. From the MDS Focused Surveys targeting accuracy and quality of care, to reimbursement audits looking to reclaim money, our challenges will be many. It is time to take the MDS in hand and drive success. Join us as we discuss strategies for MDS success.

keynotes/general sessionsaHCa|nCaL ovErvIEW & PaYMEnT rEForM Len russ, Ms, Ba, LnHa | Bayberry Care CenterBarry Lazarus, Bs | HCr ManorCareBetsy rust, Ba, CPa | Plante & Moran PLLCAHCA|NCAL leadership and experts on facility/center financial operations will offer participants a comprehensive overview of federal and state policies and initiatives that will impact Medicare and Medicaid payment reforms in the near future. As federal and state budgets constrict, changes to payment formulas will occur. Owners and facility/center leadership need to have superior understanding of ideas that are currently under consideration and their potential impact to the sector.

EMPLoYMEnT LaW UPDaTE grant Pecor, JD, Ba | Clark Hill PLCThis session will review key issues that human resources personnel and management will likely face in 2015. We will identify regulatory and judicial decisions which will have a significant impact on your business in 2015 and offer practical advice on how to address these issues before they become a problem.

DETECTIng FraUD alisha Davis, Ms, Bs, CPa | Plante & Moran PLLCEric Conforti, Ms, Ba, CPa, CFE | Plante & Moran PLLCThis presentation will address the risk for fraud to be perpetrated within an organization and ways in which a facility/center can identify and prevent fraud from occurring. The presentation will include real life case studies of actual fraud that has occurred to help provide participants with a better understanding of what to look for and how to prevent fraud. Participants won’t want to miss this valuable session.

THE HCaM|MCaL CHaLLEngE Ken sikkema, MBa, Ba | Public sector ConsultantsThe state Legislature, with 44 new members, will need to address weak state revenue projections for the next two fiscal years. In addition, impending legislative action on CON and implementation of managed care for the dual eligibles will require understanding of opportunities and challenges which will impact HCAM/MCAL members. This dynamic presentation will include expert perspective and interactive dialog with participants. HCAM President/CEO, David LaLumia, will moderate an exchange of ideas to achieve the goals defined in the strategic plans for 2015 and to assist member facilities as partners in legislative advocacy.

education sessions

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reimbursement/finance sessionsrEDUCIng BaD DEBT & IMProvIng CoLLECTIons aric Martin, JD, Ba | rolf goffman Martin Lang LLPCory Phillips, JD, Ba | rolf goffman Martin Lang LLPAccording to The Association of Credit and Collection Professionals, in 2013, the collection industry failed to collect 80% of healthcare providers’ delinquent accounts. As an expert in the development and design of policies and strategies specifically meant to assist long-term care, post-acute and senior living providers in eliminating the root cause of their collection problems, this presentation will review an operations-based approach to a receivables program that is designed to reduce the rate of delinquencies, but also to mitigate the damages caused by non-payment and maximize the rate of recovery on delinquent accounts.

an oPPorTUnE TIME To MaKE sTraTEgIC FInanCIng DECIsIons Brendan Healy, JD, Bs | Lancaster PollardThe stars are aligned perfectly for senior living providers to make strategic financing decisions. On the debt borrowing side, interest rates are at historic lows, there’s an abundance of bank and investor capital flooding the sector, and agency financing is as efficient as ever. On the divestiture side, cap rates are low and continuing to decline, and M&A activity is yielding asset sales with record high per unit sales prices, buoyed in part by aggressive REIT bids. This optimal confluence of factors is causing senior living owner/operators to execute plans that will fuel the growth of their business consistent with their long-term plans. Bottom line: while there’s simple and complex ways for senior living owner/operators to fuel the evolution of their businesses, now is the time to act on those plans. This presentation will highlight why today is an optimal time to proceed with strategic financing decisions and what top strategies senior living owner/operators are putting into action.

rEInvEnTIng YoUr BUsInEss oFFICE In THE aDvEnT oF ManagED CarE Julie Kearney, Ms, Bs, LnHa | Kearney & associates, Inc.Change! Are you ready? We are seeing more and more Managed Care programs both for Medicare and Medicaid. In 2015 we will see more change. These programs are good programs as long as you manage the change effectively and understand potential implications for resident care and business office operations. Prior authorization, partnership with health plans and continuous communication with case managers are a few of the new challenges coming with managed care implementation.

skilled nursing focused sessions THrIvIng UnDEr ManagED Long-TErM CarE & aCHIEvIng a sCaLED IMPaCT: ParTs 1 & 2 Harrison Brown, Ba | The advisory Board CompanyPost-acute providers must operate seamlessly and develop new areas of expertise to thrive in the complex environment of managed/integrated care. This presentation will be conducted in two parts:Part 1 of this presentation will outline trends in Medicaid managed long-term care development nationally. It will also discuss major findings from MCO representative interviews and provides recommendations for providers seeking to create stronger business development and risk-sharing relationships with plans. Part 2 of this presentation will highlight how post-acute providers are forming networks to access the benefits of scale and differentiate their senior care product offerings. This session will examine several case studies of independent long-term care networks and provide guidance for achieving a noticeable impact for relationship building with managed care plans.

THE PosT-aCUTE CLIMaTE: THrEaTs anD oPPorTUnITIEs Carol rolf, JD, Ba | rolf goffman Martin Lang LLPOperating a nursing facility is more difficult than ever. Providers are expected to raise their quality and reduce their prices. Laws regulating post-acute providers have become so complex and change so often that it is increasingly hard to stay current. With the advent of ACO’s, managed care for dual eligibles, and concepts like bundling and episodic payments, smaller operators/chains in particular will face significant challenges in years to come. This session will focus on the threats facing providers and the corresponding opportunities or solutions to consider.

MICHIgan HEaLTH LInK: MI’s InTEgraTED PILoT DEMonsTraTIon UPDaTE Pat anderson, MPa, Ba | Health Care association of MichiganHCAM Executive Vice President for Reimbursement Services Pat Anderson will moderate this session designed to provide a comprehensive update to members on Michigan’s Integrated Care Demonstration Project. This timely presentation will occur just as the pilot is initiated in the Upper Peninsula and 8 counties in southwest Michigan with 2 pilots in southeast Michigan in advanced planning stages. Participants will benefit from an overview of HCAM’s strategic partnership activities with participating health plans and negotiations with the Medicaid Integrated Care Division.

HCaM QUaLITY/rEgULaTorY UPDaTE andy rothman, JD, Ba | Lebenbom & rothman, PCvickie Burlew, aDn, rn, LnHa, CDP, CaDDCT | Lebenbom & rothman, PCEveryone’s roles change with managed care. This is not just about a new approach to clinical services. Homes need to redesign their interdisciplinary teams to include the business office. In this session we will introduce the revised HCAM admissions contract and discuss best practices to implement. We will close with an update in the regulations and survey process. 5

assisted living sessions LET’s gET sTarTED: FInanCIng In assIsTED LIvIng Brendan Healy, JD, Bs | Lancaster PollardKass Matt, MBa, Bs | Lancaster PollardIn this presentation, an introductory discussion of the numerous options available for financing assisted living facilities in a refinance, expansion, acquisition, new development, or equity extraction loan will be provided. An overview will be provided on bank financing, FHA, FNMA and CMBS financing, and specialty financing options. Assisted living providers will not want to miss this informative session.

CHoosIng LICEnsED vs. non: WHaT’s YoUr LICEnsE TYPE David Wiegel, Bs, rn-C, LnHa, raC-CT | The Kitch FirmTo license or not to license? That is the question! Whether you do or don’t, there are implications and challenges. Get good advice on how to make the best decision for your center and then understand the impact this decision will have for your operation moving forward.

HoME For agED, sKILLED nUrsIng anD aFC UnDEr FaIr LaBor LaWs anD HoUrs WorKED Mildred Kress (invited) | U.s. Department of Labor Wage and Hour DivisionThis session will review key issues of fair labor law that human resources personnel and management must know for protected operations in the future. Judicial policy and decisions will be reviewed. In addition, practical advice will be given to mitigate legal problems and operationalize best practices.

a ForMULa To ELIMInaTE sTaFF TUrnovEr ProBLEMs John Lankford, Ms, Bs | CIa Financial groupsophia najjar, CIC | CIa Financial groupHow much of a company’s success or failure is tied to decisions made every day by leaders – the answer is 100%. Through the course of each day, leaders at all levels are responsible for creating a bus worth riding – to quote Jim Collins. People today have a choice about the type of culture they want to have a career in, and usually they select cultures where leaders treat employees with the same excitement and passion that employees are asked to treat external customers. In this interactive session, new research will be revealed that describes the responsibilities of leaders to reduce the risk that employees will leave, while simultaneously enhancing the opportunity for your company’s service to “stand out” and truly gain market share from the competition. The audience will be engaged in learning what the best CEOs in America are doing to create dynamic organizations that attract top talent and, just as importantly, retain that top talent with critical talent systems that improve the financial performance of your company.

aCCoUnTIng ProCEDUrEs For HFa, aFC anD oTHEr assIsTED LIvIng sETTIngs Jon nowinski, Bs, CPa | Lally group, PCThis session will be a fast paced review of a variety of topics in the area of accounting procedures for assisted living communities. We will focus on the challenges faced by small and independently owned communities that often lack the large back office or management company support for their accounting processes. We hope to provide tips that owners and administrators can take back to their buildings to improve the dependability of their financial reports and the integrity of their processes.

ManEUvErIng THE nEW HEaLTH CarE LaWs Todd Dockerty, Bs | Dockerty Health Care services / Woodland TerraceThe Affordable Care Act (ACA) impacts all employers and employees. There are different aspects of this new law that are being implemented over a period of time. Educating employees, choosing the best option for coverage while minimizing cost increases and staying in compliance with the ACA is an ongoing challenge. This presentation will lay out the regulations that are currently in place and discuss what this means for employers and employees. We will review alternative options outside of an employer’s health care plan. We will also speak to parts of this law that have yet to be implemented and what the current Congress is attempting to change.

MCaL rEgULaTorY UPDaTE Jerry Hendrick, MsW | state of Michigan Bureau of Children and adult LicensingEach year, MCAL invites the Bureau of Children and Adult Licensing to update HFA, AFC and other long-term care professionals on the changes that have or will take place in rules, regulations and inspection procedures. Mr. Hendrick will field questions related to anticipated changes in State policies or procedures with impact on assisted living providers. Members are encouraged to send their questions in advance/prior to the session to MCAL President/CEO Linda Lawther via email to lindalawther@michcal.com by Friday, March 6th so the bureau may be prepared in advance to address your concerns.

QUaLITY anD PErson CEnTErED CarE In HFa, aFC anD oTHEr assIsTED LIvIng sETTIngs Linda Lawther | President/CEo, MCaL Laurie shepard, Bs, CaLD | Ingham regional assisted LivingAssisted living organizations interested in quality initiatives, measuring outcomes and benchmarking data – all in a way that is person centered – will benefit greatly from attending this session. Participants will walk away with tools, answers and a belief that they can accomplish the goals they have set forth for their organization.

education sessions continued

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HAPPY

Lodging Accommodations - Reserve by Feb. 25!Once you have registered for the Spring Leadership Conference, please secure your hotel reservation directly with the JW Marriott located at 235 Louis Campau Dr. NW, Grand Rapids, MI 49503. Rooms have been reserved for participants at the discounted group rate of $169 per night if booked prior to February 25. Self-park is available at a discounted rate of $16/day for overnight guests. Valet-park is available at a discounted rate of $25/day for overnight guests.

◊ To reserve your room by phone, call (877) 901-6632 prior to Feb. 25Be sure to mention Health Care Association of Michigan Spring Leadership Conference at the time of reservation to receive the discounted group rate.

◊ To reserve your room online, go to http://bit.ly/SLC-JWMarriott prior to Feb. 25

Printing Session MaterialsIn an effort to be environmentally responsible, HCAM/MCAL is trying to reduce the amount of paper we use at our educational programs. Electronic program materials and handouts will be accessible online before, during and after this program on the association website:

www.HCAM.org www.MichCAL.comInstructions on how to access and print program materials will be e-mailed to all registered participants (if an e-mail address is provided on the registration form) in the weeks leading up to this conference.

Conference Sponsors

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Health Care Association of MichiganPromoting Excellence in Senior CareR E g I O n 4

Health Care Association of MichiganPromoting Excellence in Senior CareR E g I O n 1

HOURMarch 25th 4:30-6:30pm

HAPPYEXECUTIVE

WITH Hosted Bar!

TEAM&WELLNESSHEALTH

5601 ENTERPRISE COURT WARREN, MI 48092

586-558-8805

STRATEGIC PARTNER www.detroitchemical.com

as of Jan. 26, 2015

Health Care Association of MichiganPromoting Excellence in Senior CareR E g I O n 2

Health Care Association of MichiganPromoting Excellence in Senior CareR E g I O n 3

To register, please complete this form and submit with payment by fax to (517) 627-3016, by email to BethanyRademacher@hcam.org or by mail to: HCAM 7413 Westshire Dr., Lansing, MI 48917

Print Clearly / One Registration Form Per PersonName:____________________________________________________________ Title:______________________________________________

Facility/Company:______________________________________________________________________________________________________

Address:______________________________________________________________________________________________________________

City:____________________________________________________________________________ State:__________ Zip: ________________

Phone:_________________________________________________________ Fax: _________________________________________________

E-mail:_______________________________________________________________________________________________________________ (Your confirmation of registration, hotel & additional seminar information will be sent to you by email.)

Payment InformationCheck One: ____Check/Money Order made payable to “HCAM” ____Visa ____MasterCard ____American Express ____Discover Credit

Card Number:____________________________________________________________ Expiration Date (month/year):__________________

Three-digit Security Code on Back of Card:______________________________ Billing Zip Code for Credit Card:________________________

Cardholder Name (print):________________________________________________________________________________________________

Cardholder Signature:_____________________________________________________________ Today’s Date:_________________________

Registration Please utilize this form to register for the 2015 HCAM|MCAL Spring Leadership Conference. Completed forms should be mailed to HCAM at 7413 Westshire Dr., Lansing, MI 48917 or faxed to (517) 627-3016.

Early Registration DeadlineThe discounted early registration rate is available to current HCAM or MCAL members or associate partners only, whose registration is received by HCAM|MCAL by February 27, 2015.

Event Confirmation & Program InformationAfter your registration form has been processed, an event confirmation will be emailed to your attention. Please be sure to include an email address. Additional program information will be sent by e-mail prior to the program.

Payment & Applicable RateAll registration fees are due at the time of registration. We accept Visa, MasterCard, American Express or Discover. We will also accept a check or money order payable to HCAM. Incorrect rates will be adjusted to reflect the correct applicable rate and automatically charged accordingly.

Cancellation & Refund PolicyAll refund requests must be made in writing by e-mail to the attention of Bethany Rademacher at BethanyRademacher@hcam.org. Telephone cancellations will NOT be accepted. Individual registration fees, less a 25% processing fee, will be refunded for cancellations received in writing

prior to Feb. 27. Cancellations received after Feb. 27 and no-show registrants, will not receive a refund nor a credit to a future program.

SubstitutionsIndividuals registered to attend this program, but unable to attend, may send an alternate in their place. Please contact Bethany Rademacher via e-mail at BethanyRademacher@hcam.org with the first and last name, title and facility/company of both you and your substitute to process this request.

Dietary Restrictions and/or Special AccommodationsIndividuals with special dietary restrictions, or those who require special accommodations to fully participate in this conference, should contact HCAM in writing by e-mail to BethanyRademacher@hcam.org at the time of registration, detailing their request or restriction.

Consent to Use of Photographic ImagesRegistration and attendance at, or participating in, HCAM and MCAL events and/or activities constitutes an agreement by the registrant to HCAM and MCAL’s use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

QuestionsShould you have questions, please contact Bethany Rademacher by phone at (517) 622-6193 or by e-mail at BethanyRademacher@hcam.org.

BY SUBMITTING THIS REGISTRATION FORM, YOU CONSTITUTE AN AGREEMENT TO ALL HCAM/MCAL POLICIES AS STATED BELOW.

Spring Leadership Conference

Package & Description HCAM/MCAL

Member RatePrior to Feb. 27

HCAM/MCAL Member RateAfter Feb. 27

Prospective

Member Rate

Full Package: Includes March 25-26 education, luncheons and happy hour. $425 $525 $625Total Due: $