2019 Annual ConferenceAgenda-at-a-Glance

Day 1: Wednesday, October 23rd

Day 2: Thursday, October 24th

This event is jointly provided by SIU School of Medicineand the Affordable Assisted Living Coalition.

10:30-11:30 am11:15-11:3011:30 - 11:35 11:35-12:00 12:00-1:30 1:45-3:15 3:15-3:30 3:30-5:00 5:00-7:00 pm

7:30-8:00 am 8:00-8:40 8:45-10:15 10:15-10:30 10:30-12:00 12:00-12:30 12:30-1:30 1:30 pm

Event Check-InSeating for LunchWelcome MessageLunch is ServedOpening KeynoteBreakout SessionsSponsored Refreshment BreakBreakout SessionsReception

Breakfast is ServedBreakfast PresentationBreakout SessionsSponsored Refreshment BreakBreakout SessionsLunch is ServedClosing KeynoteEvent Concludes

Location & Lodging

The location for the 2019 Conference is Bobak’s Signature Events and Conference Centerat Seven Bridges in Woodridge, IL. Event Address:6440 Double Eagle DriveWoodridge, Illinois 60517 There is ample free parking on location. Lodging Options:Book your lodging early to take advantage ofdiscounted room rates at two local hotels. While we have tried to provide ample lodging spacefor expected attendance, block rate rooms areavailable on a first-come, first-serve basis. Note thatthe block rate at both hotels expires approximatelyone month before the event. Both options are approximately 10-15 minutes awayfrom the event venue. Holiday Inn & Suites, Bolingbrook (BLOCK SOLD OUT)205 Remington Blvd., Bolingbrook, IL 60440This is the best option if you are traveling in from the South.Use booking link on the AALC website at aalconline.org/conferenceor call 630-679-1600 and request the Affordable Assisted Living Coalition rate. Hampton Inn, Naperville (BLOCK SOLD OUT)1087 East Diehl Rd., Naperville, Illinois, 60563This is the best option if you are traveling in from the North.Use booking link on the AALC website at aalconline.org/conferenceor call 630-505-1400 and request the Affordable Assisted Living Coalition rate. Additional non-block lodging options have been posted on the AALC website.

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Continuing Education (CE) Credits

The following sessions offer CEs. In order to receive CE's, your participation must be documentedon the attestation form which will be provided when you check-in at the event. You also mustcomplete an online evaluation which will be sent directly to you via email by SIU following theevent. Keynote: 1.25 hrsLeadership in the Human Economy Breakout #1: 1.5 hrs1a – HIPAA Hazards for Supportive Living1b – Memory Care1c – ROI of Employee Engagement… Igniting Work Joy Breakout #2: 1.5 hrs2a – Medicaid Managed Care 2b – Major Changes to Illinois Employment Laws & Is your SLF a Dope Joint? 2c – Government Trends in Health Care Enforcement Breakout #3: 1.5 hrs3a – Survey Panel 3b – Stress Management Breakout #4: 1.5 hrs4b – Screening the Right Way

Credit SIU School of Medicine is preapproved as a continuing nursing education provider pursuant to Section1300.130, subsection c), 1), B) and P) of the Illinois Department of Financial and Professional Regulation NursePractice Act. Nurses may receive a maximum of 7.25 contact hours for completing this activity. SIU School of Medicine is a licensed provider for continuing education for social workers (license #159-000106), professional/clinical counselors (license # 197.000073), clinical psychologists, (license #268.000008), nursing home administrators (license #139.000027) and dietitian/nutrition counselors (license#199.000121). This program offers a maximum of 7.25 CE hours. All other attendees will receive a Certificate of Attendance. Disclosure Policy: It is the policy of Southern Illinois University School of Medicine, Office of Continuing ProfessionalDevelopment, to ensure balance, independence, objectivity and scientific rigor in all its educational programs.All faculty participating in these programs are expected to disclose to the program audiences any real orapparent conflicts of interest related to the content of their presentation.

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Day 1 Lunch Keynote: "Leadership in the Human Economy"

DeAnna Murphy, M.S., is the CEO ofPeople Acuity and an organizationalpsychologist. She is a 25-yearleadership development veteran, aTop 100 Global Coaching Leader andthe lead author of the People Acuitybooks. Known as a dynamic andengaging speaker, coach andthought leader, DeAnna’s work hasreached over 50,000 people in justthe last five years. She is hailed as alife-changing and transformationalleader. Lisa Gregory holds nearly 100certifications and is an expert ininstructional design, facilitation, andengineering client solutions. She wasthe top organizational and leadershipconsultant at CEB and holds aMaster’s Degree in InstructionalTechnology. She is the Chief ProductOfficer of People Acuity, hascoached and trained organizationson 5 continents and makes learningrelevant and applicable.

The Human Economy has arrived, and with it anupgraded demand for leaders to “clearly see andoptimize people,” to operate with high People Acuity.This ensures that organizations win in the new economy.Leaders cannot win today if they do not know how to winthe hearts and minds of their people! People Acuityleadership development is thus critical to the success ofPeople Culture alignment and transformation as this isits most profound and impactful outcome. As leaders develop People Acuity they also learn tobalance task and relationship, and to see and optimizethe untapped potential of their people. They becomemore coach-like in the way they lead and better equippedto empower employee self-initiative (Proactivity), WorkJoy and engagement, as well as more effective teamfunctioning – all of which are non-negotiable drivers ofall business success today. Leaders can’t win withoutPeople Acuity!

Discover the three shared agreements that allhigh-performing teams and organizations have incommonCompare today's top-rated global leadershipchallenges with their ownRecognize the common (and often overlooked)root cause of today's leadership challengesLearn three crucial keys to motivating Millenials asthey dominate the new work forceDiscover four key indicators of strong peopleculture and how to align people culture with theorganization's business and execution strategyIdentify how new Human Economy practicesresolve painful leadership challenges and drivesuccess

Sonoma Room

Day 1 LunchSponsored by Medication Management Partners

Day 1 KeynoteSponsored by GardantManagement Solutions

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Topic 1a – HIPAA Hazards for SL-AND- Cyber-Risk: Are You Exposed?Presenters: Margaret Scavotto, Anjali JohnsonRoom: Columbia

Break-Out #1Day 1 - 1:45-3:15 PM | Choose 1

Topic 1c – ROI of Employee Engagement…Igniting Work JoyPresenters: DeAnna Murphy, Lisa GregoryRoom: Napa

Note: This icon denotes sessions that aredesignated as Executive Track. Thesesessions are designed to meet the needsof SL developers and owners.

Identify the common (and often overlooked) rootcause of today's engagement challengesRecognize that traditional measurement ofemployee engagement does not changeengagement resultsPractice three crucial keys to motivatingMillennials as they dominate the new work forceExamine the key mindset that is statisticallyproven to bring about high energy andperformance in othersLearn three new Human Economy practices thatwill help them to better understand their people,and empower them to be co-responsible increating conditions for their own (and others')Work JoyPractice the most effective skill that createsstrong relationships and increased employeeengagement

Learn how social media use increasingly leadsto inadvertent and unexpected HIPAA violationsUnderstand how to design a comprehensiveHIPAA education program fit for the modernage that will improve your cultureDiscuss real-world examples of potential HIPAAbreachesReview HIPAA issues of particular concern toSLFs: How can we send PHI securely? What dowe do when we have a breach? Can patients askus to communicate with them by alternatemeans? Can employees take selfies withpatients? What precautions do we take to protectthe PHI of patients with mental illness?Define Cyber Liability and what it coversElaborate on the industry specific risks andexposures that are presentDiscuss proactive measures to protect yourselffrom Cyber attack

Describe the initial steps of providing a Person-Centeredfoundation for Memory Care residents; including utilizing theproper vocabularyDescribe the importance of implementing and maintainingWellness-Based practices in the care of those living withMemory Care diagnosesDescribe several innovative and holistic interventionscurrently being utilized for those living with memory lossdiagnoses throughout the long-term care continuum

Topic 1b – Current Wellness-Based and Person Centered Approaches in Memory CarePresenter: Melanie Perry Room: Monterey

This session sponsored by:

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Break-Out #2

Better understand the role of MedicaidManaged Care in ensuring high qualityservices for residentsBe aware of upcoming initiatives and how tobe readyKnow how to address questions, concerns,appeals and other actionsBetter understand billing and otheradministrative requirements

Day 1 - 3:30-5:00 PM | Choose 1

Be aware of recent initiatives and upcoming priorities around healthcare enforcementUnderstand how to prepare staff for changingexpectationsLearn how to better ensure compliance withenforcement-related legislation

You Are Invited...

Topic 2b – Major Changes to IllinoisEmployment Laws: Mandatory SexualHarassment Training, Recreational MarijuanaProtections & Other New WorkplaceMandates -AND-Is your SLF a Dope Joint? Managing Medicaland Recreational Cannabis in a ContinuouslyChanging Legal Environment Presenters: Jeff Risch, Meredith DuncanRoom: Monterey

Be aware of recent legislation that changeshow Illinois employers manage harassmentand discrimination issuesUnderstand the implications of RecreationalMarijuana on SLBe prepared to resolveemployment disputes as they ariseDefine and describe Illinois law and otherapplicable guidance regarding medicalmarijuanaDiscuss the how applicable medicalmarijuana laws translate to supportive livingExplore recommended policies and bestpractices for handling medical marijuana inyour community

Topic 2a – Medicaid Managed Care PanelModerator: Samantha Olds FreyRoom: Columbia

Topic 2c – Government Trends in HealthCare Enforcement: Lessons Learned forLong-Term Care and Supportive LivingPresenter: Dayna LaPlanteRoom: Napa

Day 1 Refreshment BreakSponsored by Applegate & Thorne-Thomsen

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This session sponsored by:

Please join us in the Sonoma Room from5-7 pm for networking and a successcelebration. Hors d'ouevres and drinks will be served. A brief annual meeting for AALC will alsobe held during this time.

You Are Invited...

Day 1 Networking ReceptionSponsored by Polsinelli

Day 2 Breakfast Presentation "Findings from the NIC Middle Market Study" Sonoma Room

Beth Burnham Mace is the Chief Economist and Director of Outreach at the National InvestmentCenter for Seniors Housing & Care (NIC). Prior to joining the staff at NIC, she served as a member ofthe NIC Board of Directors for seven years and chaired NIC’s Research Committee. Ms. Mace is amember of the National Association of Business Economists (NABE), the Urban Land Institute (ULI),ULI’s Senior Housing Council and New England Women in Real Estate (NEWIRE/CREW). In 2014, shewas appointed a fellow at the Homer Hoyt Institute and was awarded the title of a “Woman ofInfluence” in commercial real estate by Real Estate Forum Magazine and Globe Street. Ms. Mace is often cited in the Wall Street Journal, the New York Times, Seniors Housing Business,Seniors Housing News and McKnight’s Senior Living and has a bi-monthly column in the NationalReal Estate Investor.

Day 2 BreakfastSponsored by HPSI Purchasing Services

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Break-Out #3Day 2 - 8:45-10:15 AM | Choose 1

Day 2 Refreshment BreakSponsored by HPSI Purchasing Services

Topic 3a – Survey PanelPresenters: Kristi Nottelman, Stephen Harris, AmyBretz, Joli KochRoom: Sonoma

Topic 3b – Maintaining an Attitude ofGratitude While Working In a Stress-FilledWork EnvironmentPresenter: Jennifer TobiasRoom: Monterey

Recognize the symptoms of stress in the SLworkplaceUnderstand the impact of stress on the careand service provided to residents, as well asthe impact to your own personal healthIdentify ways to reduce stress in your lifeLearn steps to creating an attitude ofgratitude as a means to reduce and eliminatethe impact of stressAdditionally, participants will learn how to flyfrom Peter Pan and what the Wizard of Ozcan and cannot give us in our journey toliving stress-free

Topic 3c – Financing/RefinancingPresenters: Keith Broadnax, MarkDonovan, Steve KennedyRoom: Napa

Be aware of the most cited deficiencies Understand the essential function of teammembers in Survey Preparedness andimportance of Shared Knowledge of the entireteamKnow how to use the HFS Survey Tool effectivelyReview Survey Preparedness Tools andexamplesKnow Quality Assurance Measures to assist inSurvey Readiness and ExamplesUnderstand the importance of being helpful andsupportive to the survey team and thesignificance of honesty and professionalismKnow what to do when the Survey “goes South”;the essential components of a good plan ofcorrection

This session sponsored by:

Current state of capital market; goodopportunities to finance/refinance long termcareFinancing options for new Supportive LivingdevelopmentRefinancing avenues, opportunities forexisting Supportive Living communitiesFinancing strategies for memory caredevelopment

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Break-Out #4Day 2 - 10:30-Noon | Choose 1

Day 2 Lunch Keynote: HFS Director Theresa Eagleson

Theresa Eagleson has served as Director of the Illinois Department of Healthcare and FamilyServices since January 2019. Immediately prior to her appointment by Governor Pritzker, shewas the Executive Director of the Office of Medicaid Innovation at the University of Illinois forfour years. Director Eagleson had previously been the longest serving Medicaid Director in Illinois' history.She is a founding Board member of the National Association of Medicaid Directors.

Topic 4a – HFS OverviewPresenter: Mark McCurdyRoom: Columbia

Topic 4c – Medicaid Rates, Pendings &EligibilityPresenter: Matt WernerRoom: Napa

Be aware of recent changes in Medicaid as itaffects supportive living and the implicationsmoving forwardKnow where are we now and where are wegoing related to Medicaid Managed CareUnderstand how re-linking the SL rate to thenursing home rate will work

Topic 4b – Screening The Right Way -Admissions That Comply with the SupportiveLiving Program and the Fair Housing ActPresenter: Matt MurerRoom: Monterey

Identify key risk areas in admissions policiesand review processIdentify key risk areas in dining policiesIdentify key risk areas regarding the use ofaidesIdentify key risk areas regarding serviceanimals and assistance animals and what thedifference meansIdentify best practices for reasonableaccommodations in your buildingExamine the latest litigation that resulted infair housing liability

Sonoma Room

Be aware of recent initiatives and upcomingpriorities from HFSUnderstand how to prepare staff forchanging expectations

Day 2 LunchSponsored by HPSI Purchasing Services

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Crown Sponsor

Paramount Sponsors

Event Partners

Keynote Sponsor Day 1 Lunch Sponsor

Reception Sponsor Day 1 Break Sponsor

Tote Bag Sponsors

Name Tag Sponsor

Program Sponsors

Day 2 Breakfast, Lunch & Break Sponsor

Please Thank Our Event Sponsorsas You See Them Today!

Budslick Management