2018 Annual Conference & ExpoWe-Ko-Pa Resort and Conference Center, Scottsdale, Arizona

May 30 – June 1, 2018

MAY 30 - JUNE 1, 2018WE-KO-PA RESORT & CONFERENCE CENTER

2018 ANNUAL CONFERENCE & EXPO

SCHEDULE AT A GLANCEWEDNESDAY, MAY 3011:00 AM -1:00 PM Registration

11:00 AM -Noon Hot Topic Roundtables for Provider Attendees (1 CEU)

1:00 - 1:30 PM Welcome - Life ON PURPOSE | AzLA CEO, Pam Koester (0.5 CEUs)

1:30 - 3:00 PM Opening Keynote - Hope is a Strategy: Leading Through Chaos, Challenge & Change | Libby Gill (1.5 CEUs) 3:15 - 4:45 PM Breakout Sessions (1.5 CEUs) Are You At Risk for Cyber Hacks? Cyber Security Prevention & Survival Tactics | Alan Tacy Selling (No, Not Marketing) Senior Living Services | Michael Marlow Your Survey Goal – Zero Deficiencies | Bonnie Wood Redefining Fall Risk for Persons with Dementia | Tena Alonzo Mental Health First Aid | Stephanie A. Earl

3:15 - 5:00 PM “Technology Experience Room” | 30-minute Interactive Exhibit (0.5 CEUs)

5:00 - 7:30 PM Exhibit Hall Opens; Cocktails; Chef Tasting Party

7:30 PM Poker Tournament to Benefit the Foundaton | Amateurs Welcome

7:30 PM Dinner on Your Own

THURSDAY, MAY 317:30 - 8:15 AM Registration & Continental Breakfast

8:30 - 8:45 AM Welcome - Life ON PURPOSE

8:45 - 10:15 AM General Session - Ethics Matter | Aaron Beam (1.5 CEUs)

10:30 AM - 5:30 PM “Technology Experience Room” | 30-minute Interactive Exhibit

10:30 AM - Noon Breakout Sessions (1.5 CEUs) Keep Your Brain Fit & Memory Sharp | Dr. Linda Sasser Gleaning Hidden Gems from the New State Operations Manual and Survey Protocol for Long Term Care Facilities Todd Selby Meaning of Home in Senior Living: Approaches of Environmental-Behavior Relations & Feng-Shui Design Principles Barry C. Yang Technology That Sells | Beau Dromiack, Mike Prefling, Cole Marvin

Noon -1:00 PM Exhibit Hall Lunch

1:00 - 2:30 PM Breakout Sessions (1.5 CEUs) Arizona Department of Health Services Licensing Update | Diane Eckles, Harmony Duport Using Social Scaffolding to Foster Purpose, Improve Safety and Staff Retention | Joe Caracci, Gary Johnson Nature as Medicine: Seashells, Trees, & Gardens to Help Heal Frail Elders | Dr. Joel Cohen Strategic Partnership: How to Get to the Altar Without a Shotgun! | Rebecca Neth Townsend Fair Housing & the ADA: A Provider’s Approach to Implementation | Glenn D. Fox, Jeremy Neely

2:30 - 3:00 PM Exhibit Hall Drawings; Exhibits close3:15 - 4:15 PM Breakout Sessions (1 CEU) Financing Your Community After Tax Reform | James J. Rester, Kevin Olson A Crisis Situation is Not An “If” but A “When”– Are You Prepared? | John Hernandez, Ron Meritt Redefining On-Demand Care in Senior Living & Home Health | Kevin Riddleberger Implementing Nurse-Led Quality Initiatives: The Case of the Nurse Improving Care for Healthsystem Elders (NICHE) Dr. Mattia (Tia) Gilmartin Subsidized Housing on Capitol Hill | Linda Couch, Colleen Bloom4:15 - 4:30 PM Break4:30 - 5:30 PM Breakout Sessions (1 CEU) Employment Engagement: Reaching Your Potential Through Diversity| David Boyd Williams Understanding the Complexities of CMS & Performance Data | Carl Moellenkamp Dealing with Challenging Behaviors | Sarah Donelson Creating a Succession Plan to Drive Strategy | Chad Kunze HUD Operations: Updates and Opportunities | Linda Couch, Colleen Bloom5:30 PM Dinner on Your Own

FRIDAY, JUNE 18:00 - 9:30 AM Annual Member Meeting, Breakfast & Program (1.5 CEUs)9:30 - 10:45 AM “Technology Experience Room” | 30-minute Interactive Exhibit9:30 - 11:00 AM Breakout Sessions (1.5 CEUs) Brain Longevity: A Science-based Lifestyle Protocol for the Prevention of Cognitive Decline | Chris Walling 50 is the New 30: Repositioning for Sustainability & the New Consumer | Michelle Just, Rod Bailey, Wynne Angell, Neil Terry, Mark Streicher Cybercrime & Ransomware: How to Minimize Risks | Lee Painter Hot Topics in Senior Living | Daren Bell Partnership for Collaboration and Engagement | Kathryn McCanna

11:00 AM - 1:00 PM Awards Luncheon (1 CEU)1:00 - 1:30 PM Conference Wrap-Up & Door Prize Drawings1:30 PM Conference Adjourned2

HOPE IS A STRATEGY: LEADING THROUGH CHAOS, CHALLENGE & CHANGE

Libby Gill is the founder and CEO of executive coaching and consulting firm Libby Gill & Company. The former head of communications and public relations for Sony, Universal, and Turner Broadcasting, she is an international speaker, bestselling author, and former Dallas Morning News columnist.

GENERAL SESSION SPEAKERSLIBBY GILLFounder and CEO, Libby Gill & Company

TABLE OF CONTENTS:

PAGE 2 SCHEDULE AT A GLANCE

PAGE 3GENERAL SESSION SPEAKERS

PAGES 4-5 REGISTRATION

PAGES 6-7SCHEDULE: MAY 30

PAGES 8-11SCHEDULE: MAY 31

PAGES 12-13SCHEDULE: JUNE 1

PAGE 14EXHIBITORS &

SPONSORS

PAGE 15DIRECTIONS &

ACCOMMODATIONS

PAGE 6

3

KEYNOTE SPEAKER

ETHICS MATTER

Aaron Beam was a founder and the first CFO of Healthsouth from 1984 until 1997. In 1996 he took part in the accounting fraud at Healthsouth. In 2003 he pled guilty to the fraud and spent time in federal prison for his crime. He began his public speaking career in 2009 and as of 2016, has spoken to over 400 different groups. Mr. Beam is also an author. His first book “Healthsouth: The Wagon to Disaster” was published in 2009. His second book was published in January 2015 “Ethics Playbook: Winning Ethically in Business”.

AARON BEAMAuthor

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GENERAL SESSION SPEAKER

IT STARTED WITH A GOAT!Join us as we recognize and celebrate individuals as well as organizations who have made significant contributions to enhance the lives of older adults through their commitment, participation and innovation! Mr. Jack York, President and Co-Founder of It’s Never 2 Late ® (iN2L), will be our speaker and emcee. In order to energize people, communities, and help those we serve live a life of purpose, aging services providers need to think more creatively and collaboratively. Join us to learn how small, seemingly innocuous opportunities can lead to remarkable, life-changing experiences for both caregivers and receivers. Jack York tells the tale of his personal quest for the meaning of life and inspires others to discover their own path to create a life that matters and play an active role in changing the world.

JACK YORKAging Services Technology Guru & Older-Adult Engagement Evangelist

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AWARDS LUNCHEON SPEAKER

https://arizonaleadingage.org/2018-Annual-Conference-&-Expo

VISIT OUR WEBSITE FOR SPEAKER BIOS

REGISTRATION PRICINGIndividual full registration fee includes the following:INDIVIDUAL REGISTRATION INFORMATION

All Conference Materials Entrance to Exposition Hall Entrance to “Experience Room” General Sessions

Educational Sessions Exhibit Hall Cocktails & Chef Tasting Party (5/30)Exhibitor Luncheon (5/31)

Continental Breakfast (5/31)BreaksAwards Luncheon (6/1)Annual Member Breakfast & Program - Welcome to All Attendees (6/1)

Arizona LeadingAge is offering incredible savings for multiple registrants from the same provider community. If you are sending more than 3 individuals from the same community, you will want to take advantage of this Provider Members-only offer! See pricing on the next page.

INCREDIBLE SAVINGS FOR MULTIPLE REGISTRANTS/SPECIAL GROUP PRICING FOR MEMBERS

Register by May 1, and pay by May 15When registering online, you have the option to pay later with a credit card or check.

Take advantage of the Provider Members-only Special Group Pricing: Register yourself and have your employees register themselves by May 1. Then, the first week in May, Arizona LeadingAge will send your community representative an invoice for all registrants at the special group pricing.

REGISTER NOW, PAY LATER!

To register, please visit our website at www.arizonaleadingage.org and click on the “2018 Annual Conference and Expo.” Each individual will need to register by completing one Individual Registration Form indicating preferred session choices. Please indicate if you will be attending the Awards Luncheon, Chef Tasting Party, and all other meal functions. This will ensure we provide the hotel with accurate attendee counts for meals, as to avoid wasted food and unnecessary expenses.

REGISTRATION INSTRUCTIONS

Registration deadline: May 15, 2018 – close of business 4:00 pmCancelation deadline: May 20, 2018 – NO REFUNDS AFTER THIS DATE

DEADLINES

CONTINUING EDUCATION UNITSAPPROVED CEUs

4

Register at www.ArizonaLeadingAge.orgREGISTRATION DEADLINE: MAY 15, 2018

NAB National Association of Long Term Care Administrator Boards;15.5 CEUs for Full Registrants / All 3 Days (Approval Code: 20190529-46-A41122-IN)NAAPCC National Association of Activity Professionals Credentialing Center : 15.5 CEUs for Full Registrants / All 3 Days (Approval Code: NAAPCC #541)NCIA Board Examiners of Nursing Care Institution Administrators and Assisted Living Facility Managers : 15.5 CEUs for Full Registrants / All 3 Days (Approval code: NCA-18-068)NASW National Association of Social Workers: 15.5 CEUs for Full Registrants / All 3 Days (Approval: Certificate #3164)HRCI HR Certification Institute; 15 CEUs for Full Registrants / All 3 days; Approval Seal:

NAB NOW REQUIRES ALL LICENSEES TO SIGN UP FOR THE CE REGISTRY - GO HERE FOR MORE INFO

REGISTRATION PRICING

COCKTAILS, CHEF TASTING PARTY & POKER TOURNAMENT:Join us Wednesday, May 30 at 5:00 pm for the opening of our exhibit hall, cocktails and a Chef Tasting Party. This event is included in your registration fee. Following the party is the annual Arizona LeadingAge Poker Tournament, benefiting the Arizona LeadingAge Foundation. All attendees are invited to learn, play, and enjoy themselves while contributing to a good cause. Exciting prizes for 1st – 3rd place. Buy-in to play is a $40 donation and will be accepted at the casino on Wednesday night. Amateurs are welcome!

FULL REGISTRATION FEES EARLY RATETHRU 4/30

REGULAR RATE5/1 - 5/15

MEMBERS NON-MEMBERS $475 $525

5

$375 $400

DAILY REGISTRATION FEES MEMBERS NON-MEMBERS

DAY 1DAY 2DAY 3

$125 $165$159 $199$125 $165

PROVIDER MEMBERS-ONLY GROUP FEES (MUST BE COMPLETED BY 5/1/18)

# OF REGISTRANTS

GROUP RATE

AVERAGE FEE PER REGISTRANT

3456789

10111213

$990$1,320$1,650$1,800$2,100$2,400$2,700$3,000$2,970$3,240$3,510

$330$330$330$300$300$300$300$300$270$270$270

# OF REGISTRANTS

GROUP RATE

AVERAGE FEE PER REGISTRANT

1415161718192021222324

$3,780$4,050$3,840$4,080$4,320$4,560$4,800$4,410$4,620$4,830$5,040

$270$270$240$240$240$240$240$210$210$210$210

INDIVIDUAL REGISTRATION

GROUP REGISTRATION

INDIVIDUAL REGISTRATION

OR

OR

CONFERENCE SCHEDULEWEDNESDAY, MAY 30, 2018

Senior living and technology has historically had a connotation of clinical tools such as medical records, MDS software, etc. That obviously has relevance, but there are a multitude of technologies emerging that will make aging fun! Arizona LeadingAge is delighted to present an interactive technology experience that will change your perception of aging, and of senior living. Virtual reality, robots, immersive sensors, wearables and voice activation are just some of what you will see and feel at the conference. We don’t want to tell you any more than that for now, you’ll have to attend to find out. Experiencing is believing!

TECHNOLOGY EXPERIENCE ROOM:

11:00 AM - 1:00 PMRegistration11:00 - 12:00 PM Roundtables (1 CEU)1:00 - 1:30 PMWelcome, Life on Purpose (0.5 CEUs)

1:30 - 3:00 PM Opening Keynote (1.5 CEUs)

ROUNDTABLE DISCUSSIONS

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Hot topics on each of these areas will be discussed during the roundtables. Please be prepared to share your ideas, challenges, hot topics and best practices to your roundtable peers.CEO / Trustee Roundtable Led by Ms. Michelle Just, President & CEO, Beatitudes CampusCFO Roundtable Led by Mr. Carter Smitherman, CPA, Chief Financial Officer, Royal Oaks Lifecare CommunityHR Roundtable Led by Ms. April Knebel, Director of Human Resources, Sun Valley LodgeSales / Marketing Roundtable Led by Dr. Rod Bailey, MSW, PhD, RHP, Senior Vice President of Sales and Marketing, Beatitudes Campus Leadership Alumni Roundtable Led by Ms. Nicole Raymond, Leadership Academy Alumni, Director of Resident Services, La Posada at Park CentreSocial Services Roundtable Led by Ms. Anne Ahland, Director of Social Services, Friendship Village of Tempe

How do you keep your emerging and established leaders energized and enthusiastic as they tackle massive change? How do your leaders help their team members cope with overwhelm and ambiguity? Give them the greatest gift of all: hope. In her dynamic keynote, Libby shares the scientific data on Hope Theory as well as her own research and insights on the impact of hope on the workplace. She demonstrates why hope is one of the most important elements of successful leadership and culture - as well as one of its most overlooked. She provides relevant organization-specific customization and a dynamic interactive approach that gets audiences thinking, talking, and - most important - taking action on new ideas the very same day.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Human Resources, Facilities, Dining, Wellness/Activities, Trustees, Residents

HOPE IS A STRATEGY: LEADING THROUGH CHAOS, CHALLENGE & CHANGE

KEYNOTE

Speaker: Libby Gill, Founder and CEO, Libby Gill & Company

1LIFE ON PURPOSEWELCOME

Pam Koester, CEO, Arizona LeadingAge“pur-pose” (ˈpərpəs/) noun – the reason for which something is done or created or for which something exists. Synonyms: motive, motivation, cause, occasion, reason, point, basis, justification.

Welcome to the 2018 Annual Conference & Expo! Come learn about our Association’s LIFE ON PURPOSE, and details of this year’s conference, including earning 15.5 CEUs, networking with 48 incredible EXHIBITORS in our industry, walking through our exclusive, one-of-a-kind “Technology Experience” Room, and celebrating with each other at our Annual Award Celebration. We look forward to sharing with you numerous unique and valuable educational and networking opportunities at our 2018 Annual Conference!

A

0.5 CEUs

3:15 -4:45 PM Breakout Sessions (1.5 CEUs)

This presentation covers the critical role of selling in the senior living industry. Using atypical selling behaviors, the participant will learn to develop relationships of trust with both internal and external customers. In addition, effective communication skills will be discussed which again lead to a trust-based relationship. The recent study by George Mason University painted a bleak picture of selling in the senior living industry. Using actual case studies, real world senior living-based stories and illustrative exercises, this presentation is designed to introduce the participant to a completely new way to approach selling in our wonderful industry!Target Audience: CEO/Administrator, Sales & Marketing, Human Resources

SELLING (NO, NOT MARKETING) SENIOR LIVING SERVICES Speaker: Michael Marlow, Life Care Services

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Redefining Risk of Falling for Persons with Dementia identifies the connection between quality of life and fall risk for people who have trouble thinking. Participants will have the opportunity to review current research on the science of fall reduction and explore evidence-based techniques. Creating strategies for discussions with family decision-makers and enhancing organizational systems which promote quality of life as well as personal safety will be discussed.Target Audience: CEO/Administrator, DON/Nurse Manager

REDEFINING FALL RISK FOR PERSONS WITH DEMENTIA Speaker: Tena Alonzo, Beatitudes Campus

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5:00 -7:30 PM Exhibit Hall Opens; Cocktails; Chef Tasting Party

7:30 PM Poker Tournament to Benefit the Foundation | Amateurs Welcome

ROUNDTABLE DISCUSSIONS

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As many business leaders and IT specialists know, cyber threats are real! The news is flooded with examples of sophisticated cyber criminals attacking businesses on a constant basis and profiting by holding their victims hostage. If you’re attacked, do you really know what to do about it? Rather than wait for these threats to show up at your doorstep, it’s time to take a proactive approach to defending ourselves before we join the ranks of the victims. This presentation will provide real world examples of true attacks that victimize real companies, exploitation and the anatomy of a hack and breaking down how these attacks were successful. We will also review what measures need to be in place to prevent these and future threats from happening again. This Cyber Security seminar is your opportunity to learn from other organizations in the Aging Services industry who have learned the hard way; and the right policies and technologies that are essential for protecting against the modern cyber threat.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Human Resources

ARE YOU AT RISK FOR CYBER HACKS? CYBER SECURITY PREVENTION & SURVIVAL TACTICS Speakers: Alan Tacy, BlackPoint IT Specialists

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Mental Health First Aid is a public education program that introduces participants to risk factors and warning signs of mental illnesses, builds understanding of their impact, and overviews common supports. This presentation provides a thorough description of the entire curriculum that can be offered to organizations. Mental Health First Aid demonstrates how to offer initial help in a mental health crisis and connect persons to the appropriate professional, peer, social, and self-help care. The program also teaches the common risk factors and warning signs of specific types of illnesses, like anxiety, depression, substance use, bipolar disorder, eating disorders, and schizophrenia. The population focus will be older adults and issues they face.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Facilities, Human Resources, Dining, Wellness/Activities, Trustees, Residents

MENTAL HEALTH FIRST AID Speaker: Stephanie A Earl, MAED/AET, South Mountain Community College

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A zero deficiency survey in Assisted Living is possible with a little preparation and planning. This session will explore how your facility compares to other Assisted Livings in Arizona and how to avoid those frequently cited deficiencies.

YOUR SURVEY GOAL – ZERO DEFICIENCIES Speaker: Bonnie Wood, Covenant Health Network

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SESSION 4 CONTINUED...You’ll learn the steps to take to prepare for your next survey as well as best practices to assist you.Target Audience: CEO/Administrator, DON/Nurse Manager, Resident Services/Social Services, Dining

WEDNESDAY, MAY 30, 2018 CONTINUED...

CONFERENCE SCHEDULETHURSDAY, MAY 31, 2018

Aaron Beam’s story reads like the “Great American Success Story”: start a healthcare company from zero, raise some venture capital, take the company public in two years, become a millionaire overnight and see the company become the darling of Wall Street. But the success story didn’t end there. Instead, Beam found himself in the middle of a corporate scandal, lost almost everything and ended up in prison. That’s not the way success stories are supposed to end, but for Beam, that is the harsh reality. Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Human Resources, Facilities, Dining, Wellness/Activities, Trustees, Residents

ETHICS MATTERGENERAL SESSION

Speaker: Aaron Beam, Author

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10:30 AM - Noon Breakout Sessions (1.5 CEUs)10:30 AM - 5:30 PMTechnology Experience Room

7:30 - 8:15 AMRegistration & Continental Breakfast

8:30 - 8:45 AMWelcome – Life on Purpose8:45 - 10:15 AM General Session (1.5 CEUs)

While great attention has been paid to the new Requirements of Participation (ROPs), providers should pay careful attention to the revised State Operations Manual and Survey Protocol for Long Term Care Facilities. These revisions are game changers just like the ROPs and should not be overlooked by providers. Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Facilities, Human Resources, Wellness/Activities

GLEANING HIDDEN GEMS FROM THE NEW STATE OPERATIONS MANUAL AND SURVEY PROTOCOL FOR LONG TERM CARE FACILITIES Speaker: Todd Selby, JD, Hall Render

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A successful senior living environment should be functional, supportive, and meaningful to its residents. It not only encourages membership, activity, and engagement, but also provides a familiar place to be home. The living environment should be considered as therapeutic to support residents’ independence, dignity, health, and enjoyment of life. This presentation focuses on the Meaning of Home and its essential elements related to Household Concept design. Traditional Chinese Feng-Shui Design Principles are also presented to enhance resident comfort.Target Audience: CEO/Administrator, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Facilities, Dining, Wellness/Activities, Residents

MEANING OF HOME IN SENIOR LIVING: APPROACHES OF ENVIRONMENTAL-BEHAVIOR RELATIONS & FENG-SHUI DESIGN PRINCIPLES Speaker: Barry C. Yang, AIA, Zimmerman Architectural Studios

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SESSION 8 CONTINUED...You will learn about lifestyle practices that help maintain and improve brain function as well as easy-to-use strategies for remembering names, information, and tasks.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Facilities, Human Resources, Dining, Wellness/Activities, Trustees, Residents

Join memory expert Dr. Linda Sasser for an educational and entertaining presentation on how memory works and age-related brain changes.

KEEP YOUR BRAIN FIT & MEMORY SHARP Speaker: Dr. Linda Sasser, Brain and Memory Health

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This session presents important agency updates impacting Long Term Care and Assisted Living facilities. What does the new survey process look like? What are the complaint trends? How do you effectively implement the new CMS rules? Learn answers to these questions and more in this informative session.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Facilities, Human Resources, Dining, Wellness/Activities, Trustees, Residents

ARIZONA DEPARTMENT OF HEALTH SERVICES LICENSING UPDATESpeakers: Diane Eckles & Harmony Duport - Arizona Department of Health Services

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12:00 - 1:00 PM Exhibit Hall Lunch1:00 - 2:30 PM Breakout Sessions (1.5 CEUs)

Increasingly the demand for resource: intellectual, capital, expertise, capacity, leadership – threatens to overwhelm the current depth of our organizations. More organizations are looking to join together in formal partnership structures to assure adequate resource for today’s demands and more importantly, future demands. This session will explore key considerations an organization MUST determine prior to considering this type of strategic initiative. It will also look at how to determine the “control factor” of your organization and whether or not it can be modified adequately to enable an effective partnership model. There are numerous examples of formal partnerships which have been highly successful but just as many which have not. Several case studies will be presented to illustrate the opportunities and challenges being “in a relationship” can provide. This session will facilitate active discussion around using the partnership model to achieve our overall strategic plans.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Human Resources, Trustees

STRATEGIC PARTNERSHIP: HOW TO GET TO THE ALTAR WITHOUT A SHOTGUN! Speaker: Rebecca Neth Townsend, Covenant Health Network

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This session will provide an overview of lawsuits surrounding the Fair Housing Act and Americans with Disabilities and the outcomes of those cases. The outcomes of these lawsuits have an impact on the policies, procedures and operations of senior living communities. This session will help participants understand the regulatory framework and how to comply with the law and regulatory agencies.Target Audience: CEO/Administrator, CFO/Finance, Resident Services/Social Services, Facilities, Trustees

FAIR HOUSING & THE ADA: A PROVIDER’S APPROACH TO IMPLEMENTATIONSpeakers: Glenn D. Fox & Jeremy Neely, Acts Retirement-Life Communities, Inc.

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Case studies of employee engagement strategies focused on improving the skill level of supervisory staff relating to front line employees in the following three areas: Interpersonal Skills, Problem Solving and Educating/Teaching. Supervisory staff effectively leading is a critical component for effective safety management, improved staff retention and other organizational objectives.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Human Resources

USING SOCIAL SCAFFOLDING TO FOSTER PURPOSE, IMPROVE SAFETY AND STAFF RETENTIONSpeakers: Joe Caracci & Gary Johnson, MSW, Monarch Risk Management

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Care for frail elderly needs an injection of Vitamin S - spirituality. Studies have shown that nature can heal. Trees, forests, horizons and oceans can be uplifting and soothing. I propose that hands-on interaction with seashells and plants can boost spirits and enhance well-being and meaning in the lives of frail elders. It is time for less medication and a walk on the spiritual side.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Facilities, Dining, Wellness/Activities, Trustees, Residents

NATURE AS MEDICINE: SEASHELLS, TREES& GARDENS TO HELP HEAL FRAIL ELDERSSpeaker: Dr. Joel Cohen, Doctorcare

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Using virtual reality (VR) technology, video game walk through animation and immersive design to connect and convey the quality of a community and residential units to prospective residents. This suite of tech tools and immersive design strategies will shorten the sell time, reduce buyer’s remorse and increase resident long term satisfaction.Target Audience: CEO/Administrator, CFO/Finance, Sales & Marketing

TECHNOLOGY THAT SELLS Speakers: Beau Dromiack, Ryan A+E, Inc; Mike Prefling, Ryan Companies US, Inc; Cole Marvin, Friendship Village

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THURSDAY, MAY 31, 2018 CONTINUED...

With the recent changes to the tax code, the capital landscape for 501c3 communities now looks quite different. Certain finance methods previously available to borrowing communities have been eliminated, which has significantly impacted the economics and practice of borrowing capital. This session will inform the audience all it needs to know about adapting to this new normal.Target Audience: CEO/Administrator, CFO/Finance

FINANCING YOUR COMMUNITY AFTER TAX REFORM Speakers: James J. Rester, HJ Sims & Company & Kevin Olson, JD, Steptoe & Johnson, LLP

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SESSION 19 CONTINUED...That’s where DispatchHealth steps in – it offers residents and care staff a trusted alternative to 911. DispatchHealth is a provider of technology-enabled acute care medicine in the home. Our goal is to create an integrated, convenient, high touch triage and care delivery solution that extends the capabilities of the patient’s care team and provides definitive, quality care in the home while decreasing costs. Our skilled providers arrive with the tools necessary to provide advanced medical care and are supported by our technological infrastructure to ensure quality and improve outcomes.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Wellness/Activities

2:30 -3:00 PM Exhibit Hall Drawings; Exhibits Close 3:15 - 4:15 PM Breakout Sessions (1 CEU)

The NICHE program of the NYU Meyers College of Nursing promotes the use of evidence-based clinical interventions and establishes nurses as leaders to bring about changes in the quality of care delivered to older adults in long term and residential care facilities. The purpose of this session is to describe the NICHE Long Term Care program and discuss implementation strategies to enhance clinical quality and financial performance.Target Audience: CEO/Administrator, DON/Nurse Manager, Human Resources, Residents

IMPLEMENTING NURSE-LED QUALITY INITIATIVES: THE CASE OF THE NURSE IMPROVING CARE FOR HEALTHSYSTEM ELDERS (NICHE) Speaker: Mattia (Tia) Gilmartin, PhD, MBA, RN, NYU Meyers College of Nursing

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THURSDAY, MAY 31, 2018 CONTINUED...

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Train long-term care management what to do in the event of a crisis emergency at the community. Teaches the importance of controlling the flow of information and options for dealing with staff, residents and the media during a crisis. Present 5 real-life situations and how to deal with each. Time built in for interaction and Q&A.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager

A CRISIS SITUATION IS NOT AN “IF” BUT A “WHEN” – ARE YOU PREPARED?Speakers: John Hernandez & Ron Meritt, Critical Point Communications

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For older adults in senior living communities, the emergency departments (ED) presents a host of challenges. Transportation for one — often an expensive ambulance ride is their only choice. Then, receiving care in an unfamiliar environment from unfamiliar people is confusing — this can actually exacerbate the health issue and is amplified for those living with dementia. Additionally, the ED is disruptive and residents don’t like the fuss and lack of privacy; they tend to get embarrassed when the ambulance arrives.

REDEFINING ON-DEMAND CARE IN SENIOR LIVING & HOME HEALTH Speaker: Kevin Riddleberger, DispatchHealth

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This session will explore Congressional funding for HUD’s federally-subsidized housing and Service Coordinator programs. The session will also review the Trump Administration’s funding and policy requests impacting affordable senior housing. The current state of the Low Income Housing Tax Credit program will also be covered, including the impact of 2017 tax reform on Housing Credits. Finally, the session will review Arizona’s federal delegation and its importance to decisions around affordable housing funding and policies.Target Audience: CEO/Administrator, CFO/Finance, Resident Services/Social Services, Sales & Marketing, Human Resources, Facilities, Trustees

SUBSIDIZED HOUSING ON CAPITOL HILL Speakers: Linda Couch & Colleen Bloom, LeadingAge

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Learn how workforce engagement can be influenced by diversity and inclusiveness in the workplace of senior living communities. Trends in business today acknowledge that employee engagement is a key driver of sustained growth for any organization. Given the increasing diversity of the US workforce, companies need to look beyond generic employee engagement reports to understand how to improve, sustain, and drive ongoing employee engagement among specific diverse populations.Target Audience: CEO/Administrator, Sales & Marketing, Human Resources

EMPLOYMENT ENGAGEMENT: REACHING YOUR POTENTIAL THROUGH DIVERSITY Speaker: David Boyd Williams, Sodexo Seniors

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5:30 PMDinner on Your Own

4:15 - 4:30 PM Break

4:30 - 5:30 PM Breakout Sessions (1 CEU)

Will yesterday’s skill sets be adequate for todays and tomorrows challenges? This question will continue to be explored by organizations as transitions and succession is top of mind for many organizations. The complexity and change of pace in the senior living industry poses great risk for some organizations and opportunities for others. Strong leadership is a key factor in success and failure. Innovation and staying innovative will become ever important today and into the future.Target Audience: CEO/Administrator, CFO/Finance, Human Resources, Trustees

CREATING A SUCCESSION PLAN TO DRIVE STRATEGY Speaker: Chad Kunze, CliftonLarsonAllen, LLP

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This session will provide insights into the latest that is happening at HUD regarding potential changes to operational systems and procedures, including TRACS and Contract Administration. During this session, you’ll hear details of LeadingAge recent comments on proposed changes. You will also have the opportunity to add your voice to our recommendations for regulatory reform and reduced administrative burden. This session will also provide the latest information on new or upcoming notices and operational guidance or directives.Target Audience: CEO/Administrator, CFO/Finance, Resident Services/Social Services, Sales & Marketing,

HUD OPERATIONS: UPDATES AND OPPORTUNITIES Speakers: Linda Couch & Colleen Bloom, LeadingAge

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SESSION 24 CONTINUED...One of the most difficult clinical situations experienced by members of interdisciplinary teams is the management of services for older people with challenging behaviors and having the ability to manage treatment sessions, daily routines, and activities to improve quality of life.Target Audience: CEO/Administrator, DON/Nurse Manager, Resident Services/Social Services, Wellness/Activities

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Data (public and private) is becoming more prevalent and important in the new landscape of quality, performance and payment. Some data is publicly available while other is private and requested regularly. Both public and private data must be monitored closely and provided efficiently to have success into the future. In this session we will proved examples of data. We will explore the reasoning for the data, how to obtain it and most importantly how to read and interpret it. Focus on CMS data including 5 Star Quality Ratings and Domains, PBJ, Health Surveys and Inspections. We will also explore other sources of data that provides may need to produce in the future.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Facilities, Human Resources, Dining, Wellness/Activities, Trustees

UNDERSTANDING THE COMPLEXITIES OF CMS & PERFORMANCE DATA Speaker: Carl Moellenkamp, CliftonLarsonAllen, LLP

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This presentation will provide an introduction to behavior management that emphasizes the ABC’s for preventing and managing challenging behaviors.

DEALING WITH CHALLENGING BEHAVIORS Speaker: Sarah Donelson, MA, Infinity Rehab

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THURSDAY, MAY 31, 2018 CONTINUED...

CONFERENCE SCHEDULEFRIDAY, JUNE 1, 2018

Maintaining a sharp brain throughout the life cycle is the number one goal of baby boomers (Sharp, 2015). As we age, we aim for healthy longevity, high quality of life and peace of mind, but staggering statistics indicate women’s lifetime risk for Alzheimer’s Disease is 1 in 6 now, and 1 in 11 for men.

BRAIN LONGEVITY: A SCIENCE-BASED LIFESTYLE PROTOCOL FOR THE PREVENTION OF COGNITIVE DECLINE Speaker: Chris Walling, PsyD, MBA, C-IAYT,Soma Psychological Services

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8:00 -9:30 AMAnnual Membership Meeting, Breakfast & Program (1.5 CEUs)

In the last 12-18 months, the most common IT questions among HealthCare leadership is in relation to cybercrime and IT security. Ransomware and cyber-attacks are becoming more common within healthcare and most organizations are feeling extremely vulnerable. In this session, we will examine the 5 most common security threats against healthcare and discuss the strategies to protect your organization, employees, residents and also how to fight back.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Facilities, Human Resources, Trustees, Residents

CYBERCRIME & RANSOMWARE: HOW TO MINIMIZE RISKS Speaker: Lee Painter, CliftonLarsonAllen, LLP

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Fifty is the new thirty. In our thirties we were confident, stable, yet nimble! In the culture of repositioning, brand and environment don’t need to act their age! This session will focus on how an older yet established community can use stability and lack of inhibitions to leverage emerging ideas while achieving relevance and sustainability. Beatitudes Campus representatives will frame the discussion on the importance of collaborative synergies between brand, market research, financial viability, operational opportunities, architectural significance and construction to help you develop a “how to” guide no matter which phase of process you happen to be in. Target Audience: CEO/Administrator, CFO/Finance, Sales & Marketing, Facilities, Trustees

50 IS THE NEW 30: REPOSITIONING FOR SUSTAINABILITY & THE NEW CONSUMER Speakers: Michelle Just & Rod Bailey, Beatitudes Campus; Wynne Angell, Angell Marketing; Neil Terry, Orcutt Winslow; Mark Streicher, Sawgrass Partners

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All conference participants are invited to our special Annual Membership Meeting – Breakfast & Program. This year’s program will focus on possible partnerships in the senior housing and services market in Arizona, and how engaging in these partnerships may benefit you, your organization and the seniors you serve. In addition, celebrate with us as we install our newly elected Board of Directors, and get an update on the business of the Association, and our Life On Purpose!

ANNUAL MEMBERSHIP MEETING, BREAKFAST & PROGRAM

9:30 - 10:45 AMTechnology Experience Room

9:30 - 11:00 AMBreakout Sessions (1.5 CEUs)

SESSION 27 CONTINUED...Join us for this exciting presentation where Dr. Chris Walling, Outreach Chairman of the Alzheimer’s Research and Prevention Foundation, will outline an evidenced based lifestyle and yogic meditation protocol recently published in the Journal of Alzheimer’s Disease.Target Audience: DON/Nurse Manager, Resident Services/Social Services, Wellness/Activities, Residents

50 IS THE NEW 30: REPOSITIONING FOR SUSTAINABILITY & THE NEW CONSUMER

The senior living environment is undergoing significant change. Strong capital flows into the for-profit sector have led to what some fear is over-building in multiple markets. Competitive pressures on not-for-profits are high and come from many directions. At the same time, many providers have dated physical plants, and seek to establish strategies to work in the post-acute environment that healthcare reform has wrought. This session will cover hot trends of the next year in the industry – competitive pressures, healthcare reform/skilled nursing environments, marketing, occupancy development, technology integration, construction and redevelopment, consumer preferences/change, demographics, and finance among others. This session will also feature national trend information around growth strategies among the LeadingAge Ziegler 150, consumer trends, financing trends, sponsorship transition activity, and other pertinent data. One or more case studies of successful growth execution will be presented.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Facilities, Trustee

HOT TOPICS IN SENIOR LIVING Speaker: Daren Bell, Ziegler

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To be successful in achieving the Department of Health Services Vision for “ Health and Wellness for all Arizonans” and specifically the Mission “to promote, protect, and improve the health and wellness of individuals and communities”, there needs to a culture of Collaboration and Engagement. This session will focus on regulatory role of the Department and how we can work together to achieve quality of care and services in our licensed and certified health care institutions.Target Audience: CEO/Administrator, CFO/Finance, DON/Nurse Manager, Resident Services/Social Services, Sales & Marketing, Human Resources, Facilities, Dining, Wellness/Activities, Trustees, Residents

PARTNERSHIP FOR COLLABORATION AND ENGAGEMENT Speaker: Kathryn McCanna, Arizona Department of Health

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Join us as we recognize and celebrate individuals as well as organizations who have made significant contributions to enhance the lives of older adults through their commitment, participation and innovation! Mr. Jack York, President and Co-Founder of It’s Never 2 Late ® (iN2L), will be our speaker and emcee. In order to energize people, communities, and help those we serve live a life of purpose, aging services providers need to think more creatively and collaboratively. Join us to learn how small, seemingly innocuous opportunities can lead to remarkable, life-changing experiences for both caregivers and receivers. Aging Services Technology Guru and Older-Adult Engagement Evangelist, Jack York, tells the tale of his personal quest for the meaning of life and inspires others to discover their own path to create a life that matters and play an active role in changing the world.

AWARDS LUNCHEON: IT STARTED WITH A GOAT! Awards Luncheon Speaker: Jack York, It’s Never 2 Late

1:00 - 1:30 PMConference Wrap-Up & Door Prize Drawings1:30 PMConference Adjourned

11:00 AM - 1:00 PMAwards Luncheon (1 CEU)

https://arizonaleadingage.org/2018-Annual-Conference-&-Expo

VISIT OUR WEBSITE FOR MORE DETAILED CONFERENCE INFO - INCLUDING SPEAKER BIOS

FRIDAY, JUNE 1, 2018 CONTINUED...

EXHIBITORS1 Saliba’s Extended Care Pharmacy 2 Alliance Purchase Network3 Covenant Alliance Rehab4 Care Purchasing Services5 HJ Sims6 Intalere / HRS 7 Hospice of the Valley8 Angell Marketing9 CliftonLarsonAllen LLP10 KITCHELL11 Inviacom12 Essity HMS North American Inc13 Comfort Matters14 Sprint CapTel 15 The Asbury Group Integrated Technologies16 Sysco Healthcare

SPONSORS

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17 Medline Industries, Inc.18 Hillyard19 PayActiv Inc20 HeartLegacy21 It’s Never 2 Late22 Safety Drugs23 Optum Care24 Shamrock Foods Company25 SmartLinx Solutions26 McKesson Medical-Surgical27 A’viands28 Todd & Associates, Inc.29 Alzheimer’s Research & Prevention Fdn 30 Dispatch Health31 Pacific Mobile Diagnostics32 Mobile Dentistry of Arizona

33 OnePoint Human Capital Management34 Sodexo Seniors35 Senior Rehab Solutions36 Diagnostic Laboratories & Radiology37 Sundt Construction, Inc38 Schetky Bus & Van Sales39 The Weitz Company40 Burns Pest Elimination 41 CONNECT42 Basic American43 Morrison Community Living44 Infinity Rehab45 Creative Bus Sales46 AmeriCare47 Moss Adams LLP48 Ziegler

BOOTH# COMPANY NAME BOOTH# COMPANY NAME BOOTH# COMPANY NAME

VIEW AVAILABLE SPONSORSHIP OPPORTUNITIES AT ARIZONALEADINGAGE.ORG

We-Ko-Pa Resort & Conference Center 10438 N. Fort McDowell Road Scottsdale, AZ 85264wekoparesortandconferencecenter.comPhone: 480.789.5300

Life ON PURPOSEMAY 30 - JUNE 1, 2018 | SCOTTSDALE, ARIZONA

CONFERENCE VENUE & HOTEL

DIRECTIONS: WE-KO-PA RESORT & CONFERENCE CENTER

Please reserve your hotel room using code: AZ Leading Age 2018 to get the discounted negotiated price of $109.00 per night! The hotel cut-off date for a discounted rate is May 8, so make your reservation as soon as possible! Invite your spouse to join you - there is plenty to do while you are at the conference! Book your room at: https://reservations.travelclick.com/96432?groupID=1400699

HOTEL RESERVATIONS

Located just minutes from Phoenix Sky Harbor International Airport, the new We-Ko-Pa Resort & Conference Center is located on the northeastern edge of Scottsdale, adjacent to Fountain Hills. It is quietly nestled away in pristine Sonoran desert surroundings, yet within minutes of Scottsdale, Phoenix, and Tempe and two miles north of Shea Boulevard off the Beeline Highway.

From Phoenix Sky Harbor International Airport (PHX):About 24 miles. Exit the airport by taking the AZ-202 Loop towards Tempe. Follow to exit 13, AZ-87 (Payson) and turn left at N. Country Club Drive. Continue on AZ-87 for 12 miles to Fort McDowell Road and turn left. The hotel will be on your left.

From Tucson / Chandler / Mesa and Interstate – 10 to the east:Travel on Interstate-10 heading west to exit 161, Pecos Road / AZ-202 Loop east. Exit at 50A and take the AZ-101 Loop north for 8.5 miles. At exit 51, take the AZ-202 ramp east. Follow to exit 13, AZ-87 (Payson) and turn left at N. Country Club Drive. Continue on AZ-87 for 12 miles to Fort McDowell Road and turn left. The hotel will be on your left.

From Phoenix and Interstate-10 to the west:Travel on Interstate-10 heading east to the AZ-202 Loop east. Follow to exit 13, AZ-87 (Payson) and turn left at N. Country Club Drive. Continue on AZ-87 for 12 miles to Fort McDowell Road and turn left. The hotel will be on your left.

From Flagstaff / Sedona and Interstate-17 to the north:Travel south on Interstate-17 to exit 214C AZ-202 Loop east. Follow to exit 13, AZ-87 (Payson) and turn left at N. Country Club Drive. Continue on AZ-87 for 12 miles to Fort McDowell Road and turn left. The hotel will be on your left.

Full service spa and 24-hour fitness centerOutdoor heated poolOn-site 36 hole We-Ko-Pa Golf Course, named one of the “Top Ten Best New Golf Courses” in the US Golf Magazine, January 2007On-site 24-Hour Fort McDowell Casino offering live casino games, 775 slot machines and poker tournaments. Plenty of shopping nearby with shuttle service available.

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33 OnePoint Human Capital Management34 Sodexo Seniors35 Senior Rehab Solutions36 Diagnostic Laboratories & Radiology37 Sundt Construction, Inc38 Schetky Bus & Van Sales39 The Weitz Company40 Burns Pest Elimination 41 CONNECT42 Basic American43 Morrison Community Living44 Infinity Rehab45 Creative Bus Sales46 AmeriCare47 Moss Adams LLP48 Ziegler

3877 N. 7th Street, Ste. 240Phoenix, Arizona 85014arizonaleadingage.org

REGISTRATION DEADLINE: MAY 15, 2018ArizonaLeadingAge.org

Version 2018.03.23