MAY 18 - JULY 18 , 2021LIVE & VIRTUAL SESSIONS

ARIZONALEADINGAGE.ORG

2021 Virtual Annual Conference & Expo

Join Us for Our 2021 Virtual Conference & Expoof unique and valuable educational and networking opportunities!

WE WANT YOU TO STAY HEALTHY WHILEATTENDING ONLINE EDUCATIONALSESSIONS AND EARNING CEU'S.

Over 40 hours of sessionsBonus SessionsStay healthy while attending online educationalsessions!View Sessions on your laptop, tablet or phone -available 24-hours a day / 7 days a weekOver 40 CEU's available - see credentialing listbelowGet the latest updates on the COVID-19 Crisis!Visit our Virtual Exhibit Hall and learn aboutExhibitors' products and services!

OVER 40 CONTINUING EDUCATION UNITS

NAB National Association of Long Term CareAdministrator Boards* (application in progress)NCIA Board Examiners of Nursing CareInstitution Administrators and Assisted LivingFacility Managers (Approved for 43 CEUs)NASW National Association of Social Workers(application in progress)APNCC Activity Professionals NationalCredentialing Center (formerly NAAPCC NationalAssociation of Activity ProfessionalsCredentialing Center) (Approved for 43 CEUs)HRCI HR Certification Institute (application inprogress)

*NAB now requires all licensees to sign up for theCE Registry - Go Here for More Info

PAGE 2

Sessions at a GlanceWelcome to the Annual 2021 VIRTUAL Conference:FORWARD – It’s the Only Way to Go! (1 CEU)

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

ADHS: Skilled Nursing Facility Update (1 CEU)

The Everyday Ethicist (1 CEU)

Arizona LeadingAge & Covenant Health NetworkEmergency Preparedness Collaborative Meeting (1 CEU)

ADHS: Assisted Living Facility Update (1 CEU)

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

Senior Housing and Care Market Trends in the Time ofCOVID-19 (1 CEU)

Building a Sustainable Leadership DevelopmentProgram (1.5 CEUs)

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

Responding to COVID-19 in Development (1 CEU)

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

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

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

Start with Why and End with How: How to Engage inEffective Problem Solving & Strategic Planning (1 CEU)

to Older Adults (1 CEU)

It Takes a Village: Using the Arizona HealthInformation Exchange (HIE) to Deliver Optimal Care

Accounting Standards Update (1 CEU)

Reviving the Joy of Reading (1 CEU)

Returning to the Humanity in Care (1 CEU)COVID Recovery:

on the Construction Industry & Senior Living (1 CEU)2021 Construction Forecast: The Pandemic's Lasting Impact

Bhakti Gosalia, MSW, MHA | Sun Health CommunitiesPam Koester, MA | Arizona LeadingAge;

Dave Davlin, BA | DTD Communications

Diane Eckles, BS | Arizona Department of HealthServices

Amanda "Jo" Erven, CPA, CIA, CFE, and cTQA | AuditConsulting Education LLC

Diane Kubala, RN | Covenant Health Network

Pam Koester, MA | Arizona LeadingAge;

Harmony Duport, RS | Arizona Department of HealthServices

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

Lana Peck, MFCS-GERON, MSM | National InvestmentCenter for Seniors Housing & Care (NIC)

Wendy Pardonche, BA, MEd | Sun Health Communities;Tahlya Visintainer, JD, BS | Sun Health Communities

Michael Marlow, BA | Life Care Services

Justin Sager, MArch,BS | ARCH Consultants, LtdBrittany Vipham, BS | ARCH Consultants, Ltd;

Donny Friday, BA | Sun Health Communities

Chip Burns, BS | Sun Health Communities; Gayle Korn, MBA, BS | Sun Health Communities;

Josephine Levy, MA | Beatitudes Campus; Jessica Meyer,MEd, MS, OTR/L | Beatitudes Campus

Elisa Bovee, MS, OTR/L | HealthPRO Heritage

Bruce Berlin, BS | Prioriteams

Melissa A. Kotrys, MPH | Health Current

Jesse Howell, CPA | CliftonLarsonAllenA. Carter Smitherman, CPA | Royal Oaks;

Susan Ostrowski, MA, MS, CCC-SLP | Reading2Connect®

Julie Boggess, LNHA, CDP, MPA | AGE-u-cate TrainingInstitute

Bryan Dunn, BA | W.E. O'Neil Construction Company ofArizona

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

LIVE SESSIONS (will be recorded for viewing later) PAGE 3

Sessions at a Glance

24

25

26

27

28

29

30

31

32

33

34

35

36

37

38

39

Interior Design in a COVID-19 World, Part Two (1 CEU)

Navigating Senior Living Nonprofits: Serve Like aNonprofit, Perform Like a Business (1 CEU)

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

Civil Liability Issues: Threading the Needle on LiabilityIssues in the COVID-19 Era (1 CEU)

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

Apartments Become Caregivers: How ArtificialIntelligence (AI) Can Impact Your Community (1 CEU)

Making Systems Level: Change in Post-Acute Care UsingSessions Learned from the COVID-19 Pandemic (1 CEU)

Mission Based Fundraising: Methods and MeasurableOutcomes (1.5 CEUs)

Who Has Dementia (1 CEU)Communicating with a Person

Campus Reinvestments (1.5 CEUs)Meeting Consumer Expectations with

Home Health and Hospice: Strategic Considerationsand Practical Insights (1 CEU)

of Caregivers (1 CEU)Millennials: The Emerging Generation

Planning Out of Crisis: New Opportunities forTechnology and its Benefit (1.5 CEUs)

Pandemic and Beyond (1 CEU)Employment Law Developments During the

Making the Process Seamless (1 CEU)Mastering Admissions:

Improve Quality Care Employee Satisfaction (1 CEU)

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

Compassion Fatigue (1.5 CEUs)Membership Meeting & Member Program:

Palliative Care: From Cure to Care (1 CEU)

Keith Stanton, ASID, NCIDQ, CHID | Thoma-Holec Design LLCLuAnn Thoma-Holec, FASID, CID, NCIDQ | Thoma-Holec Design LLC;

William (Bill) Bojan, MS, BS | CliftonLarsonAllen; Jesse Howell, CPA | CliftonLarsonAllen;

Maria Mozqueda, EN | CSRV - Creating Survivors, Reducing VictimsWilliam (Bill) Tait | CSRV - Creating Survivors, Reducing Victims;

Cory Kallheim, JD | LeadingAge NationalMarsha Greenfield, JD | LeadingAge National;

Gretchen Cobb, CPA, MBA | Royal Oaks

Glenn Bradley, MArch, BS | Morrison Living; Kelly Kim, BS | Morrison Living;

Joseph E. Anderson, BA | Caspar.AIDr. Ashutosh Saxena, PhD | Caspar.AI;

Keith Chartier, MPH, BA | Health Services AdvisoryGroup

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

Michelle Cornelius-Toft, LMSW, EdM | Honor CareNetwork/Cypress HomeCare Solutions

Cole Marvin, NHA, MBA | Friendship Village of Tempe

Daren Bell, BBA | Ziegler; Sharon Grambow, CPA, LNHA | Sun Health Communities;

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

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

Cheryl Goodwin, MCJ, BS | Covenant Health Network

Rebecca Neth Townsend, MBA, BSN | Covenant Health Network; Dr. Scott Motyka, PhD, MBA, MS | Covenant Health Network;

Cory Kallheim, JD | LeadingAge NationalMarsha Greenfield, JD | LeadingAge National;

Debbie Lane, MSW | Catholic Care Centers

Shirl Diaz, MA, BA | Moss Adams LLPDahlia Mak, MHA | Moss Adams LLP;

Christopher Ridenhour, GFN | Inspired 2 Results

Denise Beagley, MSc | Arizona State University's Centerfor Applied Behavioral Health Policy

Pam Koester, MA | Arizona LeadingAge;

Dr. Chikal Patel, MD | OptumCare, United Health Group;Sandy Severson, BSN, MBA, MHA, CPHQ, CPPS, CENP,FACHE | Arizona Hospital and Healthcare Association

21

22

23

LIVE SESSIONS (will be recorded for viewing later)PAGE 4

Live Sessions

June 18, 2021

July 16, 2021

May 18, 2021

11:45am - 12:45pm PAM KOESTER & BHAKTI GOSALIAWelcome & Opening

1:00pm - 2:00pm DAVE DAVLINKeynote: The Game-Winning 3: Making It Count In Business and In Life

8:30am – 9:30am DIANE ECKLESADHS: Skilled Nursing Facility Update

9:45am - 10:45am AMANDA "JO" ERVENKeynote: The Everyday Ethicist

11:00am – 12:00pm PAM KOESTER & DIANE KUBALAArizona LeadingAge & Covenant Health Network Emergency Preparedness Collaborative Meeting

12:00pm - 1:00pm HARMONY DUPORTADHS: Assisted Living Update

8:00am – 8:30am PAM KOESTERArizona LeadingAge Annual Membership Meeting,Board Installation, All Attendees Welcome

8:30am – 9:30am DENISE BEAGLEYMembership Meeting & Member Program: Compassion Fatigue, All Attendees Welcome

SESSION 1

SESSION 2

SESSION 3

SESSION 4

SESSION 5

SESSION 6

SESSION 38

SESSION 38PAGE 5

MEMBER / INDIVIDUAL ACCESS:

Conference Registration Fees

Thru April 16: $275After April 16: $300

NON-MEMBER / INDIVIDUAL ACCESS: Thru April 16: $375After April 16: $400

PROVIDER MEMBER GROUP PACKAGE:Available thru April 16:1 - 25 Members: $150026-50 Members: $320050+ Members: $5000

EXHIBITOR ACCESS:Access for 4 included with each Expo Booth; special rates are available for additional individuals.

SPONSOR ACCESS:Access for 4 included with each Conference SponsorPackage (as well as a complimentary expo booth); special rates are available for additional individuals.

Next Steps

REGISTER NOW HERE >

INTERESTED IN BECOMING ACONFERENCE SPONSOR, GO HERE >

INTERESTED IN BECOMING A VIRTUALEXHIBITOR, GO HERE >

OTHER QUESTIONS? CONTACT US >

PAGE 6

Conference Sessions

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

PAM KOESTER, MA | CEO, ARIZONA LEADINGAGEBHAKTI GOSALIA, MSW, MHA | VICE PRESIDENT OF OPERATIONS, SUN HEALTHCOMMUNITIESTo move FORWARD doesn't mean to push past where we have been. On the contrary, to trulymove our organizations forward, we must leverage where we have been to become stronger andsmarter. Our future may look different than today. Our teams will need to evolve to meet thechallenges ahead. Our organizations will succeed by bridging where we’ve been with new skillsand knowledge. We understand FORWARD means a better tomorrow is not promised-- it must becreated. In this presentation, we will discuss how to move our organizations and the field ofaging services FORWARD in Arizona.

1 1 CEU

SESSION OBJECTIVES

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

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

TARGET AUDIENCE

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

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

DAVE DAVLIN, BA | PROFESSIONAL KEYNOTE SPEAKER, DTD COMMUNICATIONSSuccess can be defined in its simplest form as making life better for someone else. The key tosuccess in any business lies not only in the development of great products and services, but inthe development of great people. In this interactive, humorous, and powerful presentation, Daveshares three essential ingredients for developing a purpose-driven mentality to achieve afulfilling career and balanced life. You will be challenged to make the most of every moment inorder to develop yourself personally and professionally while creating value and making adifference in the lives of others.

2 1 CEU

SESSION OBJECTIVES

Develop vision and defining one's sense of purpose. Recognize and embrace the importance of creating positive and memorable experienceswith fellow workers and family members. Understand and embrace the value of service in the pursuit of success.

TARGET AUDIENCE

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

PAGE 7

Conference Sessions

ADHS: Skilled Nursing Facility Update

DIANE ECKLES, BS | BUREAU CHIEF, BUREAU OF LONG TERM CARE, ARIZONA DEPARTMENT OF HEALTH SERVICES

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

3 1 CEU

SESSION OBJECTIVES

Overview of the Bureau of Long Term Care Licensing.Complaint data trends.Agency updates impacting assisted living facilities.Latest COVID-19 rules and regulations.

TARGET AUDIENCE

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

The Everyday Ethicist

AMANDA "JO" ERVEN, CPA, CIA, CFE, AND CTQA | PRESIDENT AND FOUNDER,AUDIT CONSULTING EDUCATION LLCWe are not as ethical as we think we are. All evidence points to the fact that our society is notgetting any better ethically. The number and variety of recent scandals proves our culture haschanged in the last half century to one with a greater emphasis on self: “The Big Me.”I trulybelieve most people desire to become more ethical, but the first steps in changing any behavioris self-awareness and a greater understanding of the problem. In this session, we will explore therole of “The Ethical Rationalizer," and why we tend to consciously or unconsciously rationalizeaway our unethical behavior. Then we will shift focus to “The Everyday Ethicist,” and learn how toadopt values and behaviors that will improve our society’s ethical culture, one person at a time.

4 1 CEU

SESSION OBJECTIVES

Analyze your past and present ethical issues, strengths and weaknesses, and identify areas forethical improvement in your personal and professional life.Explore the concept at work, in society today, by reviewing major recent frauds.We will review psychological research that proves we are not as ethical as we think we are. Youwill discover what typical rationalizations look like and what our ethical “blind spots” truly are.You will learn the characteristics of “the everyday ethicist,” how to put the characteristics to work,and influence real culture change.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / SocialServices; Sales & Marketing; Facilities; Human Resources; Dining; Wellness / Activities; Trustees;Residents PAGE 8

Conference Sessions

Arizona LeadingAge & Covenant Health NetworkEmergency Preparedness Collaborative Meeting

PAM KOESTER, MA | CEO, ARIZONA LEADINGAGEDIANE KUBALA, RN | VP OF CARE TRANSITIONS AND EMERGENCY PREPAREDNESS,COVENANT HEALTH NETWORKThis meeting will include an overview of the Arizona LeadingAge and Covenant Health NetworkEmergency Preparedness Collaborative, including experiences, issues, and concerns related tothe COVID-19 pandemic. We will explore and discuss current COVID-19 statistics includingcounty positivity rates, vaccines, and revised regulations.

5 1 CEU

SESSION OBJECTIVES

Overview of the Arizona LeadingAge and Covenant Health Network PreparednessCollaborative.Describe the current COVID-19 statistics.Provide an update on the Human Resource Workgroup Plan on addressing the workforce inthe senior living industry.

TARGET AUDIENCE

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

ADHS: Assisted Living Facility Update

HARMONY DUPORT, RS | BUREAU CHIEF, RESIDENTIAL FACILITIES LICENSING,ARIZONA DEPARTMENT OF HEALTH SERVICESThis presentation will include an overview of Residential Facilities Licensing and will coverperpetual licensing, the top 10 deficiencies cited in Assisted Living Centers, and what is on thehorizon in Residential Facilities Licensing.

6 1 CEU

SESSION OBJECTIVES

Overview of the Bureau of Residential Facilities Licensing.Assisted Living facility data trends.Agency updates impacting Assisted Living facilities.Latest in COVID-19 rules and regulations.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / SocialServices; Facilities

PAGE 9

Conference Sessions

Bullying Among Older Adults: Not Just a Playground Problem

DR. KATHLEEN WEISSBERG, MS, OTD, OTR/L, CMDCP, CDP | EDUCATION DIRECTOR,SELECT REHABILITATION

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

7 1 CEU

SESSION OBJECTIVES

Describe the incidence and characteristics of bullying behaviors.Identify the five different types of bullies and their intended targets. Describe the impact of bullying on older adults. Identify organizational interventions that may help to minimize community bullying.

TARGET AUDIENCE

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

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

LANA PECK, MFCS-GERON, MSM | SENIOR PRINCIPAL, NATIONAL INVESTMENTCENTER FOR SENIORS HOUSING & CARE (NIC)In this unprecedented time of change, we’re in this together. Lana Peck, NIC Senior Principal, willillustrate market trends in senior housing - where we’ve been and where we’re going:focusing ona variety of topics, including significant market dynamics and key opportunities and challengesfor providers that will impact short-term and long-term business decisions.

8 1 CEU

SESSION OBJECTIVES

Discover the impact of COVID-19 on seniors housing and care on the pace of move-in and move-out rates, changes in occupancy, and other findings from NIC’s Executive Survey Insights.Specific to the greater Phoenix metropolitan area, identify the current market fundamentals forseniors housing and care, including occupancy, inventory growth, and demand measures. Senior housing and care is still operating and open for business. Examine the disruption in thestatus quo and how the pandemic is leading to the transformation of senior housing and care.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance; Sales & Marketing; Trustees

PAGE 10

Conference Sessions

Building a Sustainable Leadership Development Program

WENDY PARDONCHE, BA, MED | VICE PRESIDENT, ORGANIZATIONALDEVELOPMENT AND HR, SUN HEALTH COMMUNITIESTAHLYA VISINTAINER, JD, BS | CHIEF HUMAN RESOURCES OFFICER, SUN HEALTHCOMMUNITIES

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

9 1.5 CEUs

SESSION OBJECTIVES

Create a robust and effective structure for leadership development. Improve effectiveness of all leaders, resulting in increased employee engagement andretention. Build organizational bench strength through a structured succession planning process.

TARGET AUDIENCE

CEO / Administrator; Human Resources

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

MICHAEL MARLOW, BA | SALES ENGAGEMENT MANAGER, LIFE CARE SERVICESUsing industry research, 28 years of "lessons learned" in the senior living industry, leading theselling efforts in the top two providers within our industry for 20+ years, and my personal seniorliving buying experience, we will discuss how to sell (not market!) in this forever changed world ofsenior living.

10 1.5 CEUs

SESSION OBJECTIVES

Examine how selling behaviors can help you establish your community's uniqueness versus the"Sea of Sameness" that currently defines senior living providers.Prove that "Marketing to the Collective" is an inferior approach to "Selling to the Individual."Provide research-based data that will prove that we can sell during difficult times such as these.All we need to do is Think and Act Completely Differently!!

TARGET AUDIENCE

CEO / Administrator; Sales & Marketing

PAGE 11

Conference Sessions

Responding to COVID-19 in Development

BRITTANY VIPHAM, BS | COMMUNICATIONS DIRECTOR, ARCH CONSULTANTS, LTDJUSTIN SAGER, MARCH,BS | SENIOR PROJECT MANAGER, ARCH CONSULTANTS, LTD

Are you finding yourself questioning design decisions made prior to COVID-19? Unsure whetherconstruction should occur during the pandemic? It is no new revelation that COVID-19 hascaused everyone to reflect and reimagine their typical day-to-day operations, and the same istrue in development. Organizations planning and executing development initiatives have beenforced to reconsider their approach and decide upon on the best paths forward in order toaddress the various risks inherent within the current environment. This session will share seniorliving industry experts’ perspectives on how their clients in design and construction areresponding to the pandemic. Discussion topics include design considerations, managing risks,construction costs and schedule impacts, and the importance of heightened communicationswith project stakeholders.

11 1 CEU

SESSION OBJECTIVES

Learn how architects are addressing pandemic concerns within the design of their projects.Comprehend COVID-19 risks and impacts on project costs, schedule, logistics, and other keymatters effecting the evaluation and execution of projects.Identification of methods and protocols for improved critical communications, particularlyduring construction.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance; Facilities; Trustees

Business Software Optimization: Getting the Bang for Your Buck

CHIP BURNS, BS | VIRTUAL CIO, SUN HEALTH COMMUNITIESGAYLE KORN, MBA, BS | DIRECTOR BUSINESS SYSTEMS, SUN HEALTH COMMUNITIESDONNY FRIDAY, BA | DIRECTOR OF TECHNOLOGY, SUN HEALTH COMMUNITIES

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

12 1 CEU

SESSION OBJECTIVES

You will learn strategies and processes to evaluate and improve how your business softwareapplications are utilized and take with you templates to assist you in your journey ahead.

TARGET AUDIENCE

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

PAGE 12

Conference Sessions

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

JOSEPHINE LEVY, MA | SUCCESS MATTERS RESOURCE NAVIGATOR, BEATITUDES CAMPUSJESSICA MEYER, MED, MS, OTR/L | DIRECTOR OF SUCCESS MATTERS, BEATITUDES CAMPUS

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

13 1 CEU

SESSION OBJECTIVES

Will identify the most commonly reported resident challenges during COVID-19.Will recognize the most typical resident coping mechanisms and adaptation strategies inresponse to COVID-19.Will understand the most appreciated community response measures and generalize howcommunities can continue to provide these types of resident supports beyond COVID-19.Will evaluate circumstances that allow residents to feel comfortable re-engaging incommunity life and will develop ideas to promote full re-engagement within eachparticipant’s community.

TARGET AUDIENCE

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

Quality Reporting Measures: Being on the Ball toAvoid Annual Payment Update (APU) Penalties

ELISA BOVEE, MS, OTR/L | VP OF CLINICAL STRATEGIES, HEALTHPRO HERITAGE

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

14 1.5 CEUs

PAGE 13

Conference Sessions

Continued...14SESSION OBJECTIVES

List 3 measures of the Quality Reporting Program (QRP) as they relate to the Skilled NursingFacility (SNF) setting.Understand the Casper reports that help SNF providers monitor QRP data.List strategy approaches for Minimum Data Set (MDS) nursing and rehab professionals toavoid Annual Payment Update (APU) penalties under the QRP.Obtain criteria for appealing an Annual Payment Update (APU) penalty.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance; DON / Nurse Manager; Facilities

Start with Why & End with How: How to Engage in Effective Problem Solving & Strategic Planning

BRUCE BERLIN, BS | PRESIDENT & CHIEF EXPERIENCE OFFICER, PRIORITEAMS

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

15 1 CEU

SESSION OBJECTIVES

Learn how to engage in an effective root causes analysis process.Learn how to engage in a collaborative problem-solving process with staff, residents, andresident family members. Learn how to apply this collaborative problem-solving process in strategic planning.

TARGET AUDIENCE

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

PAGE 14

Conference Sessions

It Takes a Village: Using the Arizona Health InformationExchange (HIE) to Deliver Optimal Care to Older Adults

MELISSA A. KOTRYS, MPH | CEO, HEALTH CURRENT

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

16 1 CEU

SESSION OBJECTIVES

Describe the variety of healthcare providers who participate in the Arizona HealthInformation Exchange (HIE).Learn how HIE data can help present a more complete medical history picture when treatingolder adults, including how HIE services are best implemented for their organization.Understand Health Current’s plans for implementing a statewide electronic AdvanceDirectives Registry.Identify opportunities for collaboration as Health Current develops its strategy for astatewide referral platform to address Social Determinants of Health (SDOH) and social riskfactors, including housing, food insecurity, and social isolation support.

TARGET AUDIENCE

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

Accounting Standards Update

A. CARTER SMITHERMAN, CPA | CFO, ROYAL OAKSJESSE HOWELL, CPA | MANAGER, CLIFTONLARSONALLEN

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

17 1 CEU

SESSION OBJECTIVES

Obtain an understanding of the accounting standards updates (ASUs) that will be effective in thenear future. Learn about the impact of those standards on senior living organizations and tips to prepare.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance

PAGE 15

Conference Sessions

Reviving the Joy of Reading

SUSAN OSTROWSKI, MA, MS, CCC-SLP | CO-CREATOR/DIRECTOR AND SPEECH-LANGUAGE PATHOLOGIST, READING2CONNECT®

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

18 1 CEU

SESSION OBJECTIVES

Identify four skills related to reading and list the overt signs demonstrating difficulty in thoseskills. Recall three common assumptions about reading that do not generally apply to olderadult readers.Modify a standard article/essay/story to make it age/dementia friendly. Modify anenvironment to make it age/dementia friendly and conducive to reading. Incorporateadapted reading into the lives of residents.Educate families and volunteers on how to incorporate adapted reading into resident videocalls for meaningful, substantive remote, Covid-safe visits. Design volunteer and inter-generational programs centered on adapted reading - in person, as well as via video.

TARGET AUDIENCE

Resident Services / Social Services; Facilities; Wellness / Activities

COVID Recovery:Returning to the Humanity in Care

JULIE BOGGESS, LNHA, CDP, MPA | DIRECTOR OF GRANTS AND CONSULTINGPROJECTS, AGE-U-CATE TRAINING INSTITUTE

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

19 1 CEU

SESSION OBJECTIVES

Identify the unintended emotional and psychological consequences of the pandemic on elders.Explore the elements of Humanity in Care.Validate the benefits of human touch and learn techniques to immediately implement withresidents.

TARGET AUDIENCE

Resident Services / Social Services

PAGE 16

Conference Sessions

2021 Construction Forecast: The Pandemic's LastingImpact on the Construction Industry and Senior Living

BRYAN DUNN, BA | PRESIDENT, W.E. O'NEIL CONSTRUCTION COMPANY OF ARIZONA

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

20 1 CEU

SESSION OBJECTIVES

Construction Industry Forecast (Update).How the construction industry and senior living market has been directly impacted by COVID-19.Emerging trends post-pandemic.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance; Sales & Marketing; Facilities; Trustees

Interior Design in a COVID-19 World

LUANN THOMA-HOLEC, FASID, CID, NCIDQ | OWNER, THOMA-HOLEC DESIGN LLCKEITH STANTON, ASID, NCIDQ, CHID | DIRECTOR OF DESIGN DEVELOPMENT, THOMA-HOLEC DESIGN LLC

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

21 1 CEU

SESSION OBJECTIVES

Our intent is to share the latest research, from the international research community, regardingthe best practices for interior design, affecting resident well-being and reducing the effects ofisolation.

TARGET AUDIENCE

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

PAGE 17

Conference Sessions

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

JESSE HOWELL, CPA | MANAGER, CLIFTONLARSONALLENWILLIAM (BILL) BOJAN, MS, BS | DIRECTOR, BUSINESS RISK SERVICES,CLIFTONLARSONALLEN

A speed of doing business that demands a new level of responsiveness.A pace of change that demands a new level of agility.Industry disruption that demands a new level of innovative thinking.New and more challenging risks that demand a new level of proactivity.Higher levels of stress on organizations that demands strong, ethical cultures of integrity.

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

22 1 CEU

SESSION OBJECTIVES

Consider the necessity of “Next Gen Governance for a Next Gen World” and learn leadingpractices for navigating your organization to ensure healthy and ethical direction: ClearMission, Aligned Strategy, Managed Risk, and Strong Controls.Understand the concept of Enterprise (Strategic) Risk Management and its strategic valueand necessity to ensure healthy direction and achievement of organization goals by helpingto connect and align board governance, strategy, risk management, and ethics/compliance.Better understand the board’s oversight role as independent directors/trustees andchampions for integrity and ethics and recognizing how proactively enhancing yourgovernance capabilities and outcomes propels your current and future health, reputation,and success as an organization for a substantial competitive advantage.

TARGET AUDIENCE

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

PAGE 18

Conference Sessions

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

WILLIAM (BILL) TAIT | EMERGENCY PREPARATION TRAINER/ CONSULTANT FORARIZONA LEADINGAGE AND COVENANT HEALTH NETWORK, CSRV - CREATINGSURVIVORS, REDUCING VICTIMSMARIA MOZQUEDA, EN | INFECTION CONTROL NURSE, CSRV - CREATINGSURVIVORS, REDUCING VICTIMS

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

23 1.5 CEUs

SESSION OBJECTIVES

Identify best practices from the pandemic. Identify and discuss infection control in daily operations. Understand the depth of infection control in working with patients.

TARGET AUDIENCE

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

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

MARSHA GREENFIELD, JD | VICE PRESIDENT, LEGISLATIVE AFFAIRS AT LEADINGAGE,LEADINGAGE NATIONALCORY KALLHEIM, JD | VICE PRESIDENT, LEGISLATIVE AFFAIRS & SOCIALACCOUNTABILITY AT LEADINGAGE, LEADINGAGE NATIONAL

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

24 1 CEU

SESSION OBJECTIVES

Explore the issues and challenges related to liability during and after the pandemic. Review the PREP Act and the likelihood of federal liability reform for aging services providers. Explore and compare the strengths and limitations of state liability protections.

TARGET AUDIENCE

CEO / Administrator; DON / Nurse Manager; Resident Services / Social Services; HumanResources; Facilities; Trustees

PAGE 19

Conference Sessions

Culinary Revolution: Re-Defining the Dining Experience for the Future

GLENN BRADLEY, MARCH, BS | DIRECTOR, DESIGN & RETAIL, MORRISON LIVINGKELLY KIM, BS | DIRECTOR OF BUSINESS DEVELOPMENT (SOUTHWEST), MORRISON LIVINGGRETCHEN COBB, CPA, MBA | CHIEF OPERATING OFFICER, ROYAL OAKS

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

25 1 CEU

SESSION OBJECTIVES

Evolve current culinary design for the future.Manage infection control through smart, adaptable, culinary design.Re-define the role of culinary as social hub for the future.Re-imagine how to best apply allocated budget for future design and construction plans.

TARGET AUDIENCE

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

Apartments Become Caregivers: How ArtificialIntelligence (AI) Can Impact Your Community

DR. ASHUTOSH SAXENA, PHD | FOUNDER & CEO AT CASPAR.AI FOR SENIOR LIVING,CASPAR.AIJOSEPH E. ANDERSON, BA | ADVISOR TO THE CEO, CASPAR.AI

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

26 1 CEU

SESSION OBJECTIVES

Understand the various retirement community departments that can benefit from artificialintelligence.Understand the benefits to residents through the use of artificial intelligence.Gain knowledge of the operating systems that can be improved or enhanced through artificialintelligence.Understand how artificial intelligence can provide increased resident support with decreasedface-to-face interaction - an important factor during a pandemic.

TARGET AUDIENCE

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

PAGE 20

Conference Sessions

Making Systems Level: Change in Post-Acute CareUsing Sessions Learned from the COVID-19 Pandemic

KEITH CHARTIER, MPH, BA | DIRECTOR, HEALTH SERVICES ADVISORY GROUP

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

27 1 CEU

SESSION OBJECTIVES

Identify key infection control strategies used to mitigate the spread of COVID-19 in post-acute care facilities. Demonstrate communication strategies that promote staff buy-in to interventions andaddress well-being. Evaluate approaches to integrate lessons learned.

TARGET AUDIENCE

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

Mission Based Fundraising:Methods and Measurable Outcomes

KATE HARRIS, MA,MS, BS | CONSULTANT, MARTS & LUNDY

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

28 1.5 CEUs

SESSION OBJECTIVES

Understand how your organization compares to industry benchmarks specific to aging services.Gain an awareness of the dual benefit structure of various giving vehicles and how they supportboth donor wishes and organization missions.Be able to identify the appropriate methods and measurements for fundraising in their specificorganizational type.

TARGET AUDIENCE

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

PAGE 21

Conference Sessions

Communicating with a Person Who Has Dementia

MICHELLE CORNELIUS-TOFT, LMSW, EDM | PROGRAM SPECIALIST/DIRECTOR OFMEMORY CARE PROGRAMS, HONOR CARE NETWORK/CYPRESS HOMECARESOLUTIONS

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

29 1 CEU

SESSION OBJECTIVES

Summarize the importance of not arguing with the person who has dementia.Demonstrate the ability to think on your feet and respond quickly when communicating withthe person who has dementia.Communicate with a person who has dementia using the "Yes, and" technique.

TARGET AUDIENCE

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

Meeting Consumer Expectations with Campus Reinvestments

DAREN BELL, BBA | DIRECTOR, ZIEGLERSHARON GRAMBOW, CPA, LNHA | CHIEF FINANCIAL OFFICER, SUN HEALTHCOMMUNITIESCOLE MARVIN, NHA, MBA | EXECUTIVE DIRECTOR, FRIENDSHIP VILLAGE OF TEMPE

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

30 1.5 CEUs

PAGE 22

Conference Sessions

Continued...30

SESSION OBJECTIVES

To identify critical decision points for determining paths to repositioning success.To understand how to effectively prepare and plan for an upcoming campus repositioning.To walk away with insight into what type of repositioning needs may be most fruitful for yourorganization to pursue.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance; Sales & Marketing; Facilities; Trustees

Home Health and Hospice:Strategic Considerations and Practical Insights

DR. NANCY KING, DM, MS, BS, AUTHOR | PRESIDENT, SENIOR OPTIONS, LLC

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

31 1 CEU

SESSION OBJECTIVES

Learn the answers to commonly asked questions about starting certified home health and/orhospice.Identify the quality, strategic, and financial metrics used to assess these services.Understand the unique challenges and opportunities senior living organizations face in operatinghome health and hospice.Undergo a self-study during the session to assess the strategic issues involved.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / SocialServices; Trustees

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

PAGE 23

Conference Sessions

Millennials: The Emerging Generation of Caregivers

DR. KATHLEEN WEISSBERG, MS, OTD, OTR/L, CMDCP, CDP | EDUCATION DIRECTOR,SELECT REHABILITATION

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

32 1 CEU

SESSION OBJECTIVES

Describe relevant demographic statistics for the Millennial caregiver.Identify personal, psychosocial, emotional, and physical challenges experienced by Millennialcaregivers.List possible resources and strategies healthcare providers can offer to Millennial caregivers.Illustrate ways employers can support Millennial caregivers in their roles.

TARGET AUDIENCE

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

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

CHERYL GOODWIN, MCJ, BS | CHIEF STRATEGY OFFICER, COVENANT HEALTH NETWORKREBECCA NETH TOWNSEND, MBA, BSN | CONSULT TO CEO, COVENANT HEALTH NETWORKDR. SCOTT MOTYKA, PHD, MBA, MS | DIRECTOR OF BUSINESS DEVELOPMENT ANDTECHNOLOGY, COVENANT HEALTH NETWORK

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

33 1.5 CEUs

SESSION OBJECTIVES

Participants will be able to describe three components of a comprehensive technology visiondesigned to re-engage residents, staff, and future residents.Participants will be able to prioritize areas of technology applicable to a comprehensive longerterm implementation plan.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance; DON / Nurse Manager; Resident Services / SocialServices; Sales & Marketing; Trustees

PAGE 24

Conference Sessions

Employment Law Developments During the Pandemic and Beyond

MARSHA GREENFIELD, JD | VICE PRESIDENT, LEGISLATIVE AFFAIRS, LEADINGAGENATIONALCORY KALLHEIM, JD | VICE PRESIDENT, LEGISLATIVE AFFAIRS & SOCIALACCOUNTABILITY, LEADINGAGE NATIONAL

In the past year, the senior living industry has been tested to keep their staff safe from COVID-19while caring for their residents. As vaccines enter arms of residents, staff, and visitors, thequestion is: "What happens now?" This session will explore the legal questions related tovaccines, temporary employment related authorities, OSHA, and other Department of Laborchanges that may be under consideration by the new administration.

34 1 CEU

SESSION OBJECTIVES

Understand temporary employment related authorities during the pandemic and their impactand discuss more permanent policies under consideration.Learn about OSHA and other Department of Labor changes that may be under considerationby the new administration.Explore a specificities legal questions related to vaccines, especially issues aroundmandating that staff be vaccinated.

TARGET AUDIENCE

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

Mastering Admissions:Making the Process Seamless

DEBBIE LANE, MSW | ADMISSION COORDINATOR, CATHOLIC CARE CENTERS

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

35 1 CEU

SESSION OBJECTIVES

Understand the key paperwork required for admission.Quick overview of the Advance Directives.Building and continuing relationships with acute care or sub-acute case managers, residents, andfamily members.

TARGET AUDIENCE

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

PAGE 25

Conference Sessions

Improve Quality Care Employee Satisfaction

DAHLIA MAK, MHA | MANAGING DIRECTOR, MOSS ADAMS LLPSHIRL DIAZ, MA, BA | DIRECTOR, MOSS ADAMS LLP

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

36 1 CEU

SESSION OBJECTIVES

Explain how lean improves value, reduces waste, and engages staff.Identify each activity in element of “5S” (Sort, Set in Order, Shine, Standardize, Sustain) as itrelates to workplace organization.Describe the benefits of “5S” to staff, the organization, and long-term care residents.Identify “5S” routines that maintain organization and orderliness.Learn how to compose a plan to “5S” one workspace in your organization and with yourteam.

TARGET AUDIENCE

CEO / Administrator; CFO / Finance; DON / Nurse Manager; Human Resources

Diversity, Retention, Engagement, andRevenues: What’s the Connection?

CHRISTOPHER RIDENHOUR, GFN | LEADERSHIP TRAINER/ EDUCATOR, INSPIRED 2RESULTS

Has a desire to be a better leader, coach, or team member.Has ever said, “I don’t see color.”Believes we should all get along.Loves their residents.Is human.

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

37 1 CEU

PAGE 26

Conference Sessions

Continued...37SESSION OBJECTIVES

Define theories and terms that explain Diversity, Equity, and Inclusion.Provide opportunities to examine the origins of attitudes and beliefs about self and others.Define the characteristics and actions of an “ally” as well as steps to support a dynamic,cooperative, and inclusive workplace culture.Tools and techniques to dramatically increase retention, engagement, and morale.

TARGET AUDIENCE

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

Membership Meeting & Member Program:Compassion Fatigue

PAM KOESTER, MA | CEO, ARIZONA LEADINGAGEDENISE BEAGLEY, MSC | MANAGER OF CLINICAL INITIATIVES & TRAINING, ARIZONASTATE UNIVERSITY'S CENTER FOR APPLIED BEHAVIORAL HEALTH POLICY

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

38 1.5 CEUs

SESSION OBJECTIVES

Define compassion fatigue and how it relates to our work.Recognize sign and the physical symptoms "living in the red" associated with compassion fatigue.Provide hands-on assessments.Identify self-care tips for "living in the green."Get tips and discuss healthy coping skills.

TARGET AUDIENCE

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

PAGE 27

Conference Sessions

Palliative Care: From Cure to Care

DR. CHIKAL PATEL, MD | GERIATRICIAN, OPTUMCARE, UNITED HEALTH GROUPSANDY SEVERSON, BSN, MBA, MHA, CPHQ, CPPS, CENP, FACHE | VICE-PRESIDENTCARE IMPROVEMENT, ARIZONA HOSPITAL AND HEALTHCARE ASSOCIATION

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

39 1 CEU

SESSION OBJECTIVES

Understand and define palliative care.Learn the eight domains of palliative care.Understand the scope of practice of a palliative care team.

TARGET AUDIENCE

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

PAGE 28

ARIZONALEADINGAGE.ORG