AUGUST 22 - 24 | MISSION POINT RESORT | MACKINAC ISLAND, MICHIGAN

LE AD ERS H I P I N S ITUTECO N FER EN CE R EG I STR ATI O N

2018 LEADERSHIP INSTITUTE 2

Dear Friends,

As we continue to celebrate our 50th Anniversary, LeadingAge Michigan is pleased to bring you the 2018 Leadership Institute. Take a trip to beautiful Mackinac Island and plan to join us August 22nd-24th at Mission Point Resort. Located on the island’s sunrise side, Mission Point spans 18 acres of waterfront on Lake Huron, creating an unparalleled setting for our guests to unwind and enjoy all that the conference has to offer.

Once again, we have an exceptional line-up of cutting-edge education and faculty addressing our industry’s current issues. Our featured speakers include: nationally recognized researcher, policy analyst and healthcare speaker Dr. Paul Keckley; Leah Klush, The Alliance Training Center; Dr. Karin Proos, Affirmant Health Partners, Tom Meyers, Ziegler; Beverly Asper, Baker Tilly; and many more.

In addition to the outstanding education, you will also want to participate in Wednesday evening’s Picnic on the Island. Bring your family and guests for a chef inspired dinner, socializing, stunning views and entertainment. Thursday’s networking luncheon includes our mini expo where we can gather together to share industry solutions and thank our generous business partners for their continued support.

Our 50th Anniversary celebration on Mackinac Island promises to be enlightening while providing time to network in a relaxing, magnificent Northern Michigan venue. We look forward to having you join us.

David E. Herbel President & CEO LeadingAge Michigan

Welcome

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Thanks to a diverse list of activities that offers something for the whole family, you’ll never find yourself without something to do on Mackinac Island. Throughout your stay, you’ll be able to experience the community’s history firsthand at museums and historic sites, explore the natural beauty of the Island’s parks and much more. Read on to discover a few of the ways the Island will win you over.

C a r r i a g e T o u r s

G O L F

B i c y c l i n g

H o r s e b a c k R i d i n g

A popular way to get a closer look at the Island and its history is through horse-drawn carriage tours, where you’ll be led by a well-informed guide for an intimate and informative experience.

If you prefer your sports on the comfort of dry land, the Island offers uniquely designed golf courses where you can refine your skills or simply unwind in good company.

Touring Mackinac by bicycle is easy, too – both bikes and electric scooters are available at a variety of locations across the Island. And there’s plenty of ground to cover, with over 70 miles of natural and paved trails to keep you occupied all day long.

Take the reins and tour Mackinac Island via horseback. Beginners and novices alike will enjoy the ride.

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F o r t M a c k i n a c

P a r k s , H i s t o r i c

S i t e s & M u s e u m s

F u d g e M a k i n g

W a t e r S p o r t s

History buffs are sure to marvel over Fort Mackinac and Fort Holmes, which were captured by British forces in the War of 1812. Both forts are now open to visitors keen to delve deeper into the area’s past.

Mackinac Island’s many historic sites and museums make it easy for visitors to enjoy an in-depth look into the area’s background. You’ll find establishments focused on a number of subjects, from the arts to the history of carriages.

Mackinac Island is America’s Fudge Capital. The Island doesn’t claim to have created fudge. But after one taste, you’ll agree it was perfected here. The flavors are unworldly… the varieties endless. Be sure to enjoy the annual Mackinac Island Fudge Festival. It’s an unforgettable sensory experience. August 24-26, 2018. Mackinac Island Fudge Festival.

No Mackinac vacation is complete without a bit of time spent on the water. At Mackinac Island, a myriad of boating tours are available on watercraft ranging from sailboats to kayaks. Visitors can also spend a relaxing day fishing on the Straits of Mackinac, or if they’d like to up the ante, learning to parasail.

Click here for more activity information on Mackinac Island

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6-7 Agenda at a Glance

8 Sponsorship Opportunities

9 Networking Events

10 Registration Information

11 Keynote Speakers

12-14 Session Descriptions

15 Thank You to Our Sponsors

Schedule of EventsWednesday, August 228:30 a.m. to 9:00 a.m. Registration & Networking Breakfast

9:00 a.m. to 9:15 a.m. Welcome & Opening Remarks

9:15 a.m. to 10:15 a.m. Keynote: Leah Klush

10:30 a.m. to 12:45 p.m. Education Sessions

12:45 p.m. to 1:30 p.m. Networking Luncheon

1:30 p.m. to 5:00 p.m. Education Sessions

6:00 p.m. to 8:00 p.m. Welcome Reception & Picnic on the Island

Thursday, August 238:30 a.m. to 9:00 a.m. Registration & Networking Breakfast

9:00 a.m. to 10:00 a.m. Keynote: Dr. Karin Proos

10:15 a.m. to 11:15 a.m. Education Sessions

11:30 a.m. to 12:30 p.m. Networking Luncheon & Mini Expo

12:45 p.m. to 1:45 p.m. Education Sessions

2:00 p.m. Time on Your Own to Enjoy Mackinac Island

Friday, August 248:30 a.m. to 9:00 a.m. Registration & Networking Breakfast

9:00 a.m. to 10:00 a.m. Keynote: Dr. Paul Keckley

10:15 a.m. to 11:15 p.m. Education Sessions

11:30 a.m. to 12:30 p.m. Closing Luncheon

12:30 p.m. Conference Concludes

LE AD ERS H I P I N S ITUTE

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Luncheon & Mini ExpoOn Thursday, we will host a luncheon and mini expo from 11:30 a.m. to 12:30 p.m. This will be a time to mingle with colleagues, engage in conversation, and thank your business partners for their continued support and sponsorships.

Education Descriptions start on page 12 and are listed alphabetically by presentation title.

Agenda at a GlanceLeadership &

Business IntelligenceFinance

Strategies

8:30 a.m. to 9 a.m. REGISTRATION & NETWORKING BREAKFAST

9 a.m. to 9:15 a.m. WELCOME & OPENING REMARKS

9:15 a.m. to 10:15 a.m. KEYNOTEStrategic Leadership in the Changing Environment

Leah Klush

10:30 a.m. to 11:30 a.m. Scanning the Marketplace: The State of Senior LivingTom Meyer

11:45 a.m. to 12:45 p.m. Solutions for Middle Market Senior HousingBeverly Asper, Lynn Daly & Eric Endres

12:45 p.m. to 1:30 p.m. NETWORKING LUNCHEON

1:30 p.m. to 2:30 p.m. Models for Integrating Post-Acute Care

Deanna Mitchell & Barbara Smith

Senior Living Captial Markets: What a Difference a Year Makes!

Tom Meyers

2:45 p.m. to 3:45 p.m. Electronic Medical Records: Strategic Positioning

Chris Ford

Understanding Payment ReformJudith Fisher &

Jon Lanczak

4:00 p.m. to 5:00 p.m. Philanthropy: How to Build and Evaluate Your Program

Cedric Richner

Measures & Strategies for SuccessMaureen Hedrick &

Jennifer Leatherbarrow

6:00 p.m. to 8:00 p.m. WELCOME RECEPTION & PICNIC ON THE ISLAND

WEDNESDAY, AUGUST 22

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Agenda at a Glance

Leadership &Business Intelligence

FinanceStrategies

8:30 a.m. to 9 a.m. REGISTRATION & NETWORKING BREAKFAST

9 a.m. to 10 a.m. KEYNOTECollaborative Post-Acute Initiatives to

Positively Impact Outcomes & Cost of CareDr. Karin Proos

10:15 a.m. to 11:15 a.m. New EHR Initiatives in Post-Acute Care

Omnicare (Invited)

ADRs, Audits & DocumentationMaureen Hedrick &

Jennifer Leatherbarrow

11:30 a.m. to 12:30 p.m. NETWORKING LUNCHEON & MINI EXPO

12:45 p.m. to 1:45 p.m. The Admissions Process: Are You Ready for the Future?Margaret Chamberlain & Aric Martin

2:00 p.m. TIME ON YOUR OWN TO ENJOY MACKINAC ISLAND

THURSDAY, AUGUST 23

Leadership &Business Intelligence

FinanceStrategies

8:30 a.m. to 9 a.m. REGISTRATION & NETWORKING BREAKFAST

9 a.m. to 10 a.m. KEYNOTEHealth Reform 2.0: What to Expect in Round Two

Dr. Paul Keckley

10:15 a.m. to 11:15 a.m. Tax Exempt Challeges in MichiganTom Nobel & Carl Rashid

Enhancing Your Revenue CycleLeah Klush

11:30 a.m. to 12:30 p.m. CLOSING LUNCHEONBecome Unmistakable

Mark Navakoski & John Parker

12:30 p.m. CONFERENCE CONCLUDES

FRIDAY, AUGUST 24

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Plan to join us at the 2018 Leadership Institute, August 22-24, at Mission Point Resort on beautiful Mackinac Island. Don’t miss the opportunity to get involved and showcase your company by becoming a conference sponsor and participating in our Exclusive Mini Expo; including a networking luncheon with aging services providers on Thursday, August 23, from 11:30 a.m. to 12:30 p.m.

Sponsorship Questions?Contact Kasia Roelant via email at Kasia@LeadingAgeMI.org or by phone at 517-323-3687.

2018 Leadership Institute Sponsorship Levels

Bronze $2,500• Tabletop display at the Mini Expo*• One full conference registration,

including networking events• Logo recognition on conference materials

and daily scrolling PowerPoint• Logo recognition on our website• Electronic list of conference attendees• NEW Opportunities to be more directly

engaged at social and networking events

Silver $3,500• Tabletop display at the Mini Expo*• One full conference registration,

including networking events• Ad in scrolling PowerPoint (one slide)• Logo recognition on conference materials

and daily scrolling PowerPoint• Logo recognition on our website• Electronic list of conference attendees• NEW Opportunities to be more directly

engaged at social and networking events

Gold $4,500• Recognition during plenary presentation• Tabletop display at the Mini Expo*• Two full conference registration,

including networking events• Ad in scrolling PowerPoint (one slide)• Logo recognition on conference materials

and daily scrolling PowerPoint• Logo recognition on our website• Electronic list of conference attendees• NEW Opportunities to be more directly

engaged at social and networking events

Exclusive Mini Expo*Tabletop displays are available to the first 15 sponsors. Tabletop displays include: one 6-foot covered & skirted table and lunch for one representative on Thursday, August 23. Tabletop displays will be set up in the Sound Stage general session room.

Space Is Limited!

Hurry and secure your sponsorship and a spot in our

Mini Expo.

Display Set Up Times:Tuesday, August 21 – 6 p.m. to 8 p.m.Wednesday, August 22 – 7 a.m. to 8 a.m.Thursday, August 23 – 7 a.m. to 8 a.m.

Tear Down Times:Thursday, August 23 – 2 p.m. to 3 p.m.Friday, August 24 – 7:30 a.m. to 8:30 a.m.Friday, August 24 – 12:30 p.m. to 1:30 p.m.

Click Here for Vendor Shipping Information

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Welcome Reception & Picnic on the Island

Join us on the Mission Point Lawn and

Patio on Wednesday evening from 6 p.m.

to 8 p.m. The patio is located in front

of Mission Point Resort with a stunning

view of Lake Michigan. Relax and socialize

as you partake in a wonderful evening

that includes a Mackinac Island Picnic

and entertainment.

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Click here to Register

Registration Fees Member Rate

Non-Member Rate

Full Conference $595 $725

Full Conference (Additional) $545 N/A

Two Day Package $425 $500

Daily $275 $325

Business Partner*/Vendor $695 $795

*Business Partners who are also a conference sponsor will receive the $595 registration fee.

Speakers and Leadership Academy Fellows should

contact a LeadingAge Michigan education staff

member at 517-323-3687 for assistance with

registration.

Full Conference RegistrationIncludes admission to all conference education sessions, networking breakfasts and lunches, refreshment breaks and the Wednesday evening reception and picnic.

Registration ConfirmationAll pre-registered attendees will receive a confirmation email with Know Before You Go information. If you have not received a confirmation by August 15, please contact Dalton Herbel at 517-323-3687 or via email at Dalton@LeadingAgeMi.org.

Dietary RequirementsIf you have special dietary needs, please send your dietary requirements via email to Laura@LeadingAgeMI.org.

Mission Point Resort ReservationsReservations can only be made by calling group reservations at 800-833-7711. Reference you are with LeadingAge Michigan to receive our group rates. Rooms are based on availability at the time of reservation.

Click Here for more Reservation Information

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Paul understands that healthcare is going through a gut check and that the volume and velocity of change is unprecedented. Paul is a scholar of that change, diving deep into the data to bring our members the unvarnished truth. He’s a believer that the right conversations can result in a healthcare system that is healthily balanced in both profit and purpose. He helps pressure test strategy, anticipate public reaction, find the opportunities in the change, and improve your odds of success. You won’t want to miss the opportunity to hear Paul share his thoughts on healthcare reform, consumerism in healthcare, industry restructuring and megatrends impacting the US healthcare industry.

Leah has authored many continuing education programs for health care administrators, clinical and financial managers, as well as front line staff members. She is a contributing author of the Comprehensive Forms System, Care Planning Video for Briggs Corporation. Author of Solutions in Restorative Care Giving and Understanding the RAPS. Co-author MDS 2.0 Video Series for Briggs Corporation. Creator of documentation forms, formats and technical tools and many articles in current industry publications, periodicals and journals related to facility management, care delivery practices, quality of life, and clinical and operational issues.

Karin is the Director of Clinical Transformation with Affirmant Health Partners. She has been a pharmacist for almost 20 years and has spent much of her career at Spectrum Health, working with over 3000 providers in more than 200 primary and specialty offices. Karin also spent four years at Michigan Medical P.C., a multi-specialty, physician-owned medical group, where she supported the implementation of the patient centered medical home model and the Epic electronic health record. While at Spectrum Health, Dr. Proos established a medication safety team and program for the health system, created and led an ambulatory pharmacy team for primary care, served as a clinical informatics resource for the Epic electronic health record, and drove value through quality and payer initiatives.

Dr. Paul Keckley

Leah Klusch

Dr. Karin Proos

Keynote Speakers

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This year’s conference will offer an exceptional combination of cutting-edge education addressing our industry’s current issues.

KEYNOTE PRESENTATIONSHealth Reform 2.0: What to Expect in Round TwoAn independent healthcare researcher and policy analyst who understands that healthcare is going through a gut check and that the volume and velocity of change is unprecedented. Paul is a scholar of that change, diving deep into the data to bring our members the unvarnished truth. He’s a believer that the right conversations can result in a healthcare system that is healthily balanced in both profit and purpose. He helps pressure test strategy, anticipate public reaction, find the opportunities in the change, and improve your odds of success. You won’t want to miss the opportunity to hear Paul share his thoughts on healthcare reform, consumerism in healthcare, industry restructuring and megatrends impacting the US healthcare industry.Dr. Paul Keckley, Researcher & Policy Analyst

Collaborative Post-Acute Initiatives to Positively Impact Outcomes & Cost of Care Affirmant Health Partners is a Physician driven ACO, formed in 2015 and based in Southwest Michigan. They are the largest SCIN in Michigan consisting of 6 Health Systems, 5000 physicians and more than 25 Acute Care Hospitals. LeadingAge Michigan has been collaborating with Affrimant in a number of key areas critical the membership focusing on Post-Acute care and shared savings. In this session members will learn about ongoing, statewide, Post-Care Initiatives already in development as well the implementation of Clinically Integrated Networks (CIL’s) being discussed by Affirmant Health Partners.Dr. Karin Proos, Affirmant Health Partners

Strategic Leadership in the Changing EnvironmentIn today’s aging services market, strategic leadership for all elder care services must be a focus. Organizations must remain in compliance with regulatory requirements, medical service environment and data analytics at CMS while managing their revenue with the changing payment systems, claims oversight and outcomes tracking. In an environment where data means everything to everyone, come learn how to best prepare your organization for the scrutiny that is coming.Leah Klusch, The Alliance Training Center

FEATURED PRESENTATIONSADRs, Audits & DocumentationWith the Centers for Medicare & Medicaid Services’ (CMS) increased focus on fraud, abuse and waste, it seems that there is an onslaught of audit contractors with varying focuses. This can be overwhelming for providers in our already heavily regulated profession. Knowing who is looking at the claims and how the audits are completed will shed light on the whys and will help providers better prepare themselves for the process.Maureen Hedrick & Jennifer Leatherbarrow, Richter Healthcare Consultants

Become UnmistakableStarting the journey from commodity to oddity requires right-brained thinking, or operating “from the heart.” A lot of business rely on left-brained leadership, watching numbers, cutting costs, managing day-to-day operations. This session will challenge leaders to consider right-brained leadership which will lead to an employee-centric culture. Happy, engaged and empowered employees will naturally make

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for happy residents/patients and is better for business overall. This inspirational message will share the Unmistakable Vision… People Before Profit and provide some of the tools you need to make a broad shift in how you approach business, whether nonprofit or for-profit. Mike Navakoski & John Parker, Elzinga & Volkers

Electronic Medical Records: Strategic PositioningLong term care, post-acute, and licensed homecare providers are facing various new regulations to the “Improving Medicare Post-Acute Care Transformation” (IMPACT) Act of 2014. Requirements in the Act calls for enhanced reporting of standardized patient assessment data, quality measures, resource use and other measures. It also requires that this data be interoperable to allow for exchange among providers across the continuum of care. This session addresses the challenges and opportunities presented by the IMPACT Act through the implementation of HIT/HIE best practices, technology, and solutions. Chris Ford, Great Lakes Health Connect

Enhancing Your Revenue CycleThe focus of operations inside of your skilled care facility will soon be focused on data. The data produced by your clinical operations will soon be responsible for your public image, reporting of quality measures, outcomes and 5 Star rankings. Join Leah’s dynamic presentation with no-nonsense advice and innovative ideas for managing reimbursement, understanding the value of documentation and the MDS.Leah Klusch, The Alliance Training Center

Measures & Strategies for Financial SuccessWe are continually faced with new quality measures and new payment systems along with

greater expectations from the public, surveyors and policy makers. Adapting to these new demands requires the use of innovative strategies. During this finance strategy session, we will summarize the new measures and define the criterion you need to succeed. Internal measures and strategies will be discussed based on the new survey system as well as new payment systems.Maureen Hedrick & Jennifer Leatherbarrow, Richter Healthcare Consultants

Philanthropy: How to Build and Evaluate Your Program In this dynamic session, we will share the results of recent Philanthropy Benchmarking Study as well as other evaluative metrics to assist in the development of your program. Join us to learn how to evaluate and leverage your existing program with your staff, board, and other key leadership groups to produce better results for your community. If you are looking to begin or refresh a program this is the session for you. Come find out how do your fundraising results compare? Cedric Richner, Richner + Richner

Scanning the MarketplaceLearn about key senior living trends from Ziegler’s strategic and industry-based research. Including consumer demand, growth trends through partnerships and affiliations, home and community-based services, campus repositioning and development, technology and innovation, and the rise of workforce challenges. There will also be a high level overview of the current state of the senior living capital markets which have been buffeted by the recent cuts to the corporate tax rates. Tom will also present a finance strategies breakout session where he will provide a deep-dive into senior living capital markets updates, President Trump’s new tax bill and the impact it is having on aging services organizations.Tom Meyers, Ziegler

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Solutions for Middle Market Senior HousingThis session will include the missional perspective and strategic significance of extending housing and services to the middle market. We will profile successful middle market senior housing models and identify key success factors for development including market characteristics, campus integration, design uniqueness, pricing parameters and financing structures. Understanding the increasing pressure on non-profit providers to maintain financial performance, honor the past, maintain their long standing history and reputation in the market, and meet the demands of the emerging middle market, we will offer strategic solutions that may bring a middle market senior housing product to reality for your organization. This session will profile the latest design parameters including common space designs, accommodation styles and overall building characteristics and layouts that reduce construction costs and maximize efficiencies. We will include product pricing and innovative financing scenarios that position your organization for a successful launch of a middle market senior housing product offering. Beverly Asper, Baker Tilly; Lynn Daly, BB&T Capital Markets & Eric Endres, RLPS Architects

Tax Exempt Challenges in MichiganIn June of 2017, Baruch Senior Ministries won a major victory in the Michigan Supreme Court after a local assessor challenged their Not-for-Profit status. Even with this case as precedent to the professionals making these determinations, United Methodist Retirement Communities will be headed back to the Michigan Supreme Court to appeal another misinterpretation of the law by a lower court. Come learn more about the tactics being used to question you’re not-for-

profit status and how the Board of LeadingAge Michigan is joining the debate.Tom Nobel, Baruch Senior Ministries & Carl Rashid, Dykema Gossett

The Admissions Process: Are You Ready for the Future?The senior living profession has adopted innovation in many elements of its operations. However, one of the most important-the admissions process-has remained basically the same for the last 20 years. The area where residents/patients and their family members first encounter the senior living provider, and often one of the more stressful and confusing areas, is an area in need of disruption. Operational excellence requires the consideration of creative destruction in all areas of operations in order to remain vital and continue to exceed mission goals.Margaret Chamberlain & Aric Martin, Rolf Goffman Martin Lang

Understanding Payment Reform & PDPMThis session will address the latest Medicare payment reform initiatives and their impact on your organization. Specifically talking about the patient driven payment model (PDPM) is slated for October 1, 2019 and audience members will learn about the Quality Measure Initiative (QMI) program. Finally, we will address the certainty of unified PAC payments as introduced in the IMPACT Act beginning as soon as 2021. Come learn how these reimbursement changes affect your bottom line.Judith Fisher & Jon Lanczak, Plante Moran

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OUR SPONSORSAs of 7/24/2018

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We greatly appreciate your support of the 2018 Leadership Institute.

Thank you to