2020 ANNUAL CONFERENCE

May 5-6, 2020Turf Valley Resort, Ellicott City, Maryland

Turn your passion into possibilities!

How do you provide exceptional care and services in the face of constant change? By transforming the ardor and dedication that you have today into opportunities for tomorrow. Together, we have the ability to accomplish more than any of us could on our own. Whatever your individual role, you have an integral part to play here at the 2020 LeadingAge Maryland Annual Conference — from exchanging ideas and experiences with colleagues state wide to exploring bold new strategies for propelling our field forward.

At the 2020 LeadingAge Maryland Annual Conference, you’ll connect with mission-driven colleagues and learn what’s working for others, hear fresh perspectives on the most relevant and timely topics in the aging services field, explore new strategies and evolve into a stronger advocate for older adults.

Together, we are making Maryland a great place to grow old.

2020 Annual Conference at a glance…• Gathering Session - Together: Leadership and organizational culture expert Alan Manning challenges us to explore how our people,

teams, organizations, and communities can come together.• Gathering Session - The Journey Together: Dr. Danielle Doberman, Medical Director of the Palliative Medicine Program at Johns

Hopkins University School of Medicine, leads a provocative discussion to help us better walk end of life journeys with the individuals to whom we provide services and supports.

• Over 30 breakout sessions – something for everyone on your team!• New interactive opportunities in the exhibit space – including virtual reality• New this year, FOUR intensive Power Sessions to help you gain in-depth knowledge and practical strategies. Sign up for one, or all:

Finance and Strategy; Implicit Bias; Just Culture; and Resilience in Leadership.• Networking, colleagues, networking, colleagues – lots of opportunities to connect!• Continuing education credit – Nursing Home Administrators and Maryland Social Work credits applied for

Bring your team ... there’s something for everyone• CEOs, C-Suite, and Executive Directors• Clinical teams, including nursing and social work• Service coordinators, property managers, and other

affordable senior housing professionals• Finance and business professionals• Life enrichment, recreation, wellness and activities professionals

Complete the registration form or Register Online Register early and save. Early bird rates are in effect until the end of the day April 3, 2020. Send more and save. Purchase 9 full or daily registrations and get the 10th free. Fees include educational sessions, continental breakfasts, lunches, reception and CEUs. An additional fee of $50 will be added for onsite registration. No refunds will be granted within 10 business days of the program. Substitutions are encouraged.

Direct questions to Allison Ciborowski, aciborowski@leadingagemaryland.org.

• Facility managers• Philanthropy professionals• Trustees and board members• Marketing and communications professionals• Dining professionals

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Conference at a Glance

7:30 am – 8:30 am

Registration and Continental Breakfast

8:30 am – 10:00 am

Gathering Session - TogetherKeynote speaker: Alan Manning

10:15 am – 11:45 am

A1: Solution Station with Alan Manning

A2: 2020 Housing: Innovative Design and Financial Models for Independent Living

A3: Fair Housing Considerations in Affordable Property Marketing

A4: Fine Dining: Trends and What We Can Learn

A5: Facts vs. Fiction: Measuring Success in PDPM and Beyond

11:45 pm – 12:45 pm

Lunch discussion - Together

12:45 pm – 1:15 pm

Business Exchange - Time with Exhibitors

1:30 pm – 2:30 pm

B1: Employment Law Update

B2: Moderate Income Senior Living: A Case Study

B3: Creating a Culture of World-Class Hospitality

B4: Dementia Friendly Virginia

B5: Affordable Senior Housing Hot Topics: Building Collaboration between Service Coordinators and Property Managers

2:45 pm – 4:15 pm

C1-D1: Power Session: Building Resilience in Leadership

C2: Legal Issues of Importance to Non Profits

C3: Promoting Civility: Engaging Residents and Staff in an Anti-Bullying Initiative

C4: Brand Matters - Because it’s Better to be Sought than Found

C5: Maryland Legislative Wrap Up

4:30 pm – 5:30 pm

D2: OHCQ and DOA: Updates and Discussions

D3: PDPM Billing and Financial Update

D4: Therapy Technology Innovations

D5: Transforming Lives through Engaging the Generations

5:30 pm – 8:00 pm

Networking Reception and Retirement Celebration

Tuesday, May 5

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Conference at a Glance

7:30 am – 8:30 am

Registration and Breakfast with Exhibitors

8:30 am – 9:45 am

Gathering Session - The Journey TogetherKeynote speaker: Dr. Danielle Doberman

10:00 am – 11:15 am

E1: Supportive Care Resources and Discussions

E2: Financial Function Dysfunction

E3: Healthy & Aging: Connecting Aging Services/Housing and Total Cost of Care in Maryland

E4-F4: Power Session: Just Culture - Finding Justice: A Framework for Building Trust and Improving Safety

E5: Experiential Marketing - Looking Outside to Advance Senior Living Marketing to the Next Level

11:30 am – 12:30 pm

F1: Emerging Technologies and HIPAA: Uses and Discussions

F2: Factors that Motivate and Demotivate Resident Charitable Legacy Giving

F3: Cybersecurity Best Practices and Practical Applications

F5: Unlocking Potential: A Realistic Guide to Reinventing your Community

12:30 am – 1:15 pm

Lunch discussion - Conversations

1:15 pm – 1:45 pm

Business Exchange - Time with Exhibitors

2:00 pm – 3:15 pm

G1-H1: Power Session: Implicit Bias

G2-H2: Power Session: Finance and Strategy

G3: Defining Quality Care: Dementia Care Practice Recommendations

G4-H4: Marketing Roundtable Discussion

G5-H4: Philanthropy Roundtable Discussion

3:30 pm – 4:45 pm

H3: Eyes and Ears Open: Recognizing Elder Abuse and Taking Action

Wednesday, May 6

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Program Details and Educational Sessions

Tuesday, May 58:30 am – 10:00 am Gathering Session - TogetherKeynote speaker: Alan Manning

There are many micro and macro factors that contribute to us finding success together. Join us as we examine the role of the individual, the group, and the larger eco-system in creating success. Time will also be spent identifying practical hacks to help improve individuals’ and teams’ ability to enhance the concept of together.

Alan Manning, Principal, Progressus, LLC

10:15 am – 11:45 amConcurrent Education Sessions A

A1 Together Solution Station with Alan ManningThis session will offer participants the opportunity to engage in a deeper discussion of “real-life” obstacles and challenges they face regarding finding success as a group. Working together, we will workshop the challenges of a few of the people in the session using tips, tricks, and tools that will help everyone when they return back to work.Alan Manning, Principal, Progressus, LLC

A2 2020 Housing: Innovative Design and Financial Models for Independent LivingSenior living providers face a number of challenges related to independent living housing. Market research and focus group reports have overwhelmingly shown that current consumers are looking for larger residences with open floor plans, customization options and covered parking. This session will explore evolving housing options, from pocket neighborhoods, hillside homes and downtown models to a range of hybrid home options that address these objectives. Learn how the typical provider could design housing products for both high end and moderate income levels, and strategies for offering a range of choices and options while incorporating existing operations, programs, buildings, campus and marketing infrastructures. Case studies will be used to illustrate how providing new models of housing can be both financially feasible and strengthen the financial position of the provider. Finally, the session will discuss

the outcomes of implementing new models of housing – amenities provided, resident profiles, length of sales cycle, integration of new residents and the impact of the new housing, from market and financial perspectives. Dustin Julius, Project Designer, RLPS ArchitectsCraig Kimmel, Partner – Virginia, RLPS ArchitectsMelissa Messina, Senior Vice President, HJ Sims

A3 Fair Housing Considerations in Affordable Property MarketingAttracting and retaining tenants is challenging enough, but when you layer Federal, State and local fair housing requirements on top of regular marketing efforts, the process quickly gets complicated. Factor in significant changes from HUD, such as recent changes to the Affirmatively Furthering Fair Housing requirements, and you could have a recipe for inadvertent fair housing violations. This session will focus on recent policy developments, share tips on some proactive measures housing providers should take to avoid issues, and offer lessons learned on Affirmative Housing Marketing Plans. There will be ample time for questions and answers.Lisa Tunick, JD, Reno and Cavanaugh, LLC

A4 Fine Dining: Trends and What We Can LearnFood and meals are central to the experience of residents and guests in retirement communities. Dining experiences in CCRCs often follow the trends in the wider restaurant world – often with a bit of a time lag. This session will outline trends and offer insights on what is “of the moment or place” and which are likely to be more enduring.Nancy Schumann, LaEsquina

A5 Facts vs. Fiction: Measuring Success in PDPM and BeyondJoin payment reform and healthcare reform expert for a cross-continuum, provocative discussion as this presentation outlines the qualitative and quantitative measures to gauge “what success looks like” for PDPM and beyond and tackle today’s most relevant questions. Success in the new world of payment reform is all about the alliance of upstream and downstream partners, nursing, therapy, and interdisciplinary teams for success of the facility. This presentation delves into what metrics are important to assess success in the era of PDPM and what trends are already emerging that they can utilize

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to gauge success. This presentation also outlines a plan of attack to have SNF operators and interdisciplinary teams be adequately prepared for critical market drivers. With case studies, open dialogue, and real-time answers, participants will learn tips, tricks, and tactics for strategic and progressive success regardless of where their position in payment reform stands. There is a “Big Picture” to success after payment reform implementation and minute details that are building blocks to operators in the post-PDPM world. Kristy L. Yoskey, MOT, OTR/L, RAC-CT, Senior Vice President of Clinical Strategies, HealthPRO-Heritage

11:45 am – 12:45 pmLunch discussion - Together

12:45 pm – 1:15 pmBusiness Exchange - Time with exhibitors

1:30 pm – 2:30 pmConcurrent Education Sessions B

B1 Employment Law UpdateWhat employment law changes should you be aware of? What questions do you have about changes from this past year? This session will provide a panel perspective on a variety of hot topics in employment law, including a legislative update, legal trends and best practices. Panelists will have the opportunity to respond to participants’ questions and concerns.Peter D. Guattery, JD, Whiteford, Taylor, & Preston LLPDavid M. Stevens, JD, Whiteford, Taylor, & Preston LLPKatelyn P. Brady, JD, Whiteford, Taylor, & Preston LLP

B2 Moderate Income Senior Living: A Case StudyHear how one member organization, Friends House Retirement Community, is repositioning its community to provide updated, moderate income senior living options for its residents. Hear practical lessons learned from a panel of stakeholders involved in this initiative, including Friends House leadership, Eventus Partners, who provided development consultation during the process, and HJ Sims, who facilitated and underwrote the hybrid bond and bank financing that supported the construction.Melissa Messina, Senior Vice President, HJ SimsBill Yost, Partner, Eventus Strategic Partners

B3 Creating a Culture of World-Class HospitalityLearn from an expert how to turn your employees into a team that delivers world class hospitality. Every individual wants to feel welcome, special and engaged – staff members, residents, clients, guests and families in settings from opulent to basic. And, when the global super-rich are paying for a top-rated Michelin dining experience, the maître de had better be able to deliver. Learn best practices to train and motivate your team.Nancy Schumann, LaEsquina

B4 Dementia Friendly Virginia How will our communities support the growing number of individual’s living with dementia and their caregivers? What can we do NOW to create a community that is safe, informed, and respectful? Dementia Friendly America (DFA) is a national network of communities, organizations and individuals seeking to ensure that communities across the U.S. are equipped to support people living with dementia and their caregivers. Every sector of the greater community has to play a role and work together to create an environment that fosters quality of life for those living with dementia and their caregivers. The goal is to equip sectors with the resources and tools to support people living with dementia and their caregivers, diminish isolation and allow these individuals to thrive in day-to-day living. Learn the current progress and ongoing initiatives in three of the Dementia Friendly communities in Virginia. This session will also include interactive small group brainstorming on the multi-sector approach to dementia friendly success, as well as a Q&A segment to answer questions about the initiative, from forming a team, to setting goals and providing the necessary training.Jackie Barbarito, Assisted Living Administrator, Goodwin HouseLinsey LeClair, Administrator-in-Training, Goodwin House

B5 Affordable Senior Housing Hot Topics: Building Collaboration between Service Coordinators and Property ManagersThis discussion based session will explore how affordable senior housing providers can best facilitate a culture of collaboration and partnership between the roles of service coordination and property management. Hear lessons learned, real-life examples, and a variety of opportunities and challenges that members have experienced within their communities. Bring your own questions and ideas,

Program Details and Educational Sessions

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Program Details and Educational Sessions

and engage in discussion with peers about what’s working, and how we can truly bring our teams together.Tiffany Nicolette, VP of Aging in Community, CHAIBrandon Moss, Regional Manager, CSI Support and Development

2:45 pm – 4:15 pmConcurrent Education Sessions C

C1 Power Session: Building Resilience in Leadership - Part 1This interactive workshop will provide an honest look at some of the challenges we each face in our work as leaders, and how we can work to become more resilient. No matter your title, responsibilities, or level of leadership experience, this session will address the mindset and wellness of the leader by offering 5 practical solutions you can use in your growth journey. Continues in D1.Alan Manning, Principal, Progressus, LLC

C2 Legal Issues of Importance to Non ProfitsWhat should you be worrying about? What should you be preparing for? This session will provide a panel perspective on hot legal topics in areas of concern to not-for-profit aging services providers, including: a healthcare legislative & compliance update, cannabis policy reviews, appealing Medicare decisions, and new securities and tax rulings and regulations. Panelists will have the opportunity to respond to participants’ questions and concerns.Rose M. Matricciani, JD, Whiteford, Taylor, & Preston LLPKimberly J. Min, JD, Whiteford, Taylor, & Preston LLPHerman B. Rosenthal, JD, Whiteford, Taylor, & Preston LLPThomas J. Whiteford, JD, Whiteford, Taylor, & Preston LLP

C3 Promoting Civility: Engaging Residents and Staff in an Anti-Bullying InitiativeHear about one organization’s bold steps towards implementing a community-wide anti-bullying initiative. Both leadership staff and residents will share how the initiative began, lessons learned, challenges, successes, and the positive impact on the overall culture of the organization. Leave with practical strategies you’ll be able to apply in your own organization to promote civility and address bullying.Frank McGovern, President and CEO, Baywoods of Annapolis

C4 Brand Matters - Because it’s Better to be Sought than FoundSenior living marketing teams continue to elevate their skill set and expectation level. Gone are the days of simply serving up lunch and learns and direct mail postcards. Today’s marketer is driving strategy and measuring results and performance whenever and wherever possible. With cost effective and measurable digital strategies dominating marketing plans a noticeable and dangerous void has emerged - the absence of brand. This talk will present the impact of a holistic strategy that balances the investment into a community’s brand and how those efforts increase the effectiveness of your digital efforts to convert prospects into residents.Margaux Sprinkel, Marketing Manager, Five19 Derek Machado, President, Five19

C5 Maryland Legislative Wrap UpAs the Maryland legislative session comes to a close, there are many changes of which to be aware. Join us for an interactive discussion of bills that passed, as well as issues that are likely to be discussed and re-introduced again next session. Don’t miss this opportunity to hear all of the latest information from our very own advocate, Aaron Greenfield.Aaron Greenfield, Attorney and Government Relations Practitioner, Greenfield Law, LLC

4:30 pm – 5:30 pmConcurrent Education Sessions D

D1 Power Session: Building Resilience in Leadership - Part 2Continuation of C1. Alan Manning, Principal, Progressus, LLC

D2 Regulatory Updates and Discussions with the Office of Healthcare Quality and the Department of AgingExplore a variety of updates with our partners at the Maryland Department of Aging and the Office of Healthcare Quality. Hear responses to common questions

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Program Details and Educational Sessions

from members, and bring your own thoughts to add to the discussion.Ann Patterson, Health Services Administrator, BroadmeadLorraine J. Webb, Division Chief, Continuing Care, Maryland Department of AgingTricia Tomsko Nay, MD, Executive Director, Maryland Office of Healthcare Quality

D3 PDPM Billing and Financial UpdateThe entire interdisciplinary team will learn strategies and solutions to avoid compliance pitfalls; optimize newly-defined processes (e.g., interrupted stay policy, billing requirements); and leverage opportunities under the new Medicare reimbursement system. With so much at stake, don’t miss this important session that will cover PDPM’s impact on fiscal performance drivers (e.g., CMI, staffing ratios, PDPM Dashboard metrics) using case studies, sensitivity analyses, and examples/best practices from the field.Kristy Yoskey, Vice President of Clinical Strategy, HealthPRO-Heritage

D4 Therapy Technology InnovationsTechnology is rapidly changing the possibilities for promoting healing and physical function. This session will introduce some of the latest and greatest advancements in therapy technologies and equipment, and provide real-life case examples for discussion. Hear how organizations have successfully utilized new therapy technologies to enhance functional and quality outcomes.Heather Stevens, Clinical Therapy Director, Flagship Rehabilitation, Fahrney Keedy Home and Village

D5 Transforming Lives through Engaging the GenerationsParticipants in this interactive session will learn the basics of intergenerational programming, the importance of cross-age connections, as well as best practices in program development and implementation. By the session’s conclusion, participants will have learned techniques and strategies to strengthen and nurture ties across generations.Leah Bradley, Executive Director, Empowering the Ages

5:30 pm - 8:00 pmNetworking Reception

Enjoy networking time with colleagues from the aging services and business communities. Appetizers and beverages will fuel conversation and the exchange of ideas. This year’s reception will celebrate and honor founding President and CEO, Jill Schumann. Join us to recognize her many contributions to the field.

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Wednesday, May 6

8:30 am – 9:45 amGathering Session: The Journey TogetherKeynote speaker: Dr. Danielle J. Doberman

Every day, LeadingAge Maryland members help people to live fully as they age. How can we continue to advocate for those we support when interaction with the healthcare system becomes inevitable? Even though dying and death are familiar in our field, discussing preferences for end of life care and treatment can still feel awkward and uncomfortable. Proactive conversations, however, can enable providers to titrate care to the exact wishes of each individual. Join us for a practical and real-life look at how we can normalize the conversation. Palliative care is a philosophy of framing medical choices around the individual’s values and goals, to help them live a life that is the most meaningful and authentic to them. We will discuss how incorporating palliative care concepts into our conversations and care planning can improve quality of life not just for the many individuals for whom we provide services and supports, but also for their loved ones. You will learn how to communicate the differences between palliative care and hospice care (two terms which are often confused), identify situations where palliative care could improve quality of life and enhance services that are already being provided, and gain practical strategies, tips and tools for facilitating conversations about values in a non-stress-inducing way.

Danielle J. Doberman, MD, MPH, HMDC, Assistant Professor, The Johns Hopkins University School of Medicine; Associate Program Director, HPM Fellowship; Medical Director, Palliative Medicine, Johns Hopkins Hospital

10:00 am – 11:15 amConcurrent Education Sessions E

E1 Supportive Care Resources and DiscussionsOver the past year, a workgroup of members from the LeadingAge Maryland organizations has developed a variety of tools and resources to assist members in promoting the use of supportive – or palliative – approaches in their organizations. Supportive care frames a person’s care around what matters most to them, and has many well documented benefits, including improving

Program Details and Educational Sessions

quality of life - especially for those living with a life limiting condition or illness. Join us for an interactive discussion and to learn how your organization can take advantage of this new set of resources.Eric Bush, MD, Medical Director, Hospice of the Chesapeake

E2 Financial Function DysfunctionTurnover. Questionable internal controls. Bad data. Slow and manual processes. Gads of excel schedules. Late financials … or none at all. Do any of these sound familiar? Often these pain points are really symptoms of deeper challenges within an organization’s finance function. In this case-study based session, learn about a holistic approach you can take to assess the processes, controls, systems, and structure your finance function uses to operate, and how to develop a road-map to get you from today’s challenges to the high-performing finance function of your future. Cathy Schweiger, Director, Clifton Larson Allen LLPBernadette O’Toole, Principal, Clifton Larson Allen LLP

E3 Health & Aging - Connecting Aging Services/ Housing and Total Cost of Care in Maryland This session will explore how Maryland’s aging services and senior housing providers are working to connect to health care providers. Under Total Cost of Care, incentives are increasingly aligned between health care providers and mission-driven, innovative, not-for-profit aging and housing services providers. Making the connections across sectors is not easy, yet progress is being made. Join us to expand the dialogue across the health care, housing, aging and human services sectors – a first step towards bridging the gaps in “care” that older people and families experience every day. Hear from housing and aging services providers who are currently engaged in mutually beneficial arrangements or discussions with the health care sector in Maryland.Aileen Tinney, Division Director, Senior Services, Catholic Charities of Baltimore

E4 Power Session: Just Culture - Finding Justice: A Framework for Building Trust and Improving Safety - Part 1Just Culture is a values-supportive model of shared accountability that holds organizations accountable for the systems they design and for how they respond to staff behaviors fairly and justly. In a just culture, we

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examine and understand the three key human behaviors: human error, at-risk behavior, and reckless behavior. A Just Culture is a foundational element in developing an accountable organization because it demands that we clarify the values and accompanying processes to which we commit. By defining process, managing drift, and ensuring due process and justice for associates, we create an accountable workforce. By creating an accountable workforce, we ultimately better serve residents and create an environment of safety. This interactive session will provide practical strategies and lessons learned to apply in your own organizations.Rob McMonagle, VP of Talent Development and Acquisition, Asbury CommunitiesJuan Manuel-Ocasio, CHRO, Asbury CommunitiesHelene Perdue, Sr. Consultant, Learning and Organizational Development, Asbury Communities

E5 Experiential Marketing - Looking Outside to Advance Senior Living Marketing to the Next LevelExperience today is everything — for customers and employees, and it’s critical for the senior living industry to move from storytelling to STORY LIVING. And for today’s marketing and sales teams, it’s not possible to just advertise an experience … you have to deliver on it. Brooks Adams Research, a GlynnDevins company, has been tracking the attitudes, behaviors and preferences of US adults 50+ since 1987 through one of the most comprehensive and longest-running generations studies in the industry. During our presentation, we’ll share findings from our latest study and show where the trends are shifting over time on the six key themes we’ve explored longitudinally. During the presentation, we’ll explore how to have a personalized data-driven conversation with your prospect. This session is critical for anyone who wants to understand the changing senior mindset, experiential marketing, and how it impacts the future of retirement communities and senior care development for today’s consumer.Robert T. Adams, Senior Vice President, GlynnDevinsSharon Brooks, President – East Coast Office, GlynnDevins

Program Details and Educational Sessions

11:30 am – 12:30 pmConcurrent Education Sessions F

F1 Emerging Technologies and HIPAA: Uses and Discussions“Alexa, how secure is my data?” Join us for an interactive discussion of some of the most popular emerging technologies, and related HIPAA, security, and liability implications. Learn from real-world examples from member organizations, and guidance from legal and technology experts. Bring your own challenging cases to add to the discussion, and leave with practical strategies to apply in your organization.Scott Code, MBA, Associate Director, LeadingAge Center for Aging Services Technologies Sigrid Haines, Partner, Whiteford, Taylor, & Preston Larry Bradshaw, President and CEO, National Lutheran Communities & Services

F2 Factors that Motivate and Demotivate Resident Charitable Legacy GivingWould you like to enhance your charitable legacy giving program? Join us for an interactive discussion about what really motivates planned giving to retirement communities. CEOs, Directors of Development and 30 residents from five different Life Plan Communities shared their thoughts about the organizational, leadership and personal factors that motivate and demotivate residents’ charitable legacy giving (bequest giving) to their communities. Information presented will include residents’ feedback about how leadership and development professionals influence giving and residents’ suggestions for how communities should promote planned giving. Findings from this dissertation research will be woven together with stories from practice gathered over 15 years of serving in fundraising roles in three different Life Plan Communities. Attendees will have the opportunity to break into a small group discussion to determine how to apply the findings to enhance their own programs.Susan Abtouche, Vice President of Mission Enhancement, White Horse Village, Inc

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Program Details and Educational Sessions

F3 Cybersecurity Best Practices and Practical ApplicationsPrivacy and security of patient/resident data is becoming even more of an issue as security breaches are often a daily news item. Cyber threats are on the rise and are becoming a leading cause of breaches. In addition, HIPAA/HITECH enforcement for multiple government agencies and current Office for Civil Rights audits also emphasize the importance of protecting information in a compliant manner. This session will help you understand cybersecurity basics, risk, mitigation, responses and practical applications in a healthcare environment. Being prepared means proactively identifying and remediating privacy, security, and compliance shortcomings before they become the subject of a cyber attack, complaint investigation, or random audit. Dusanka Delovska-Trajkova, CHCIO, Chief Information Officer, InglesideJohn DiMaggio, Co-Founder and CEO, BlueOrange Compliance

F4 Power Session: Just Culture - Finding Justice: A Framework for Building Trust and Improving Safety - Part 2Continuation of E4.

F5 Unlocking Potential: A Realistic Guide to Reinventing your CommunityAcross the country there are hundreds, if not thousands of buildings constructed within the last 30+ years that are outdated, underperforming, inefficient, or have reached the end of their useful life. Repositioning old building stock consists of more than just an interior refresh, it’s understanding the building’s existing state and future programming needs to reconfigure key physical spaces to meet changing consumer expectations and current market demands while remaining competitive in the marketplace. This session will showcase how unmarketable inventory can be transformed into state-of-the-art products that exceed consumer expectations. Real life examples will be used to illustrate how exterior façade improvements create a welcoming first impression and transform a community’s marketability. The presenters will discuss how outdated dining venues can be reimagined to add flexibility and choice. The integration of financial feasibility during the process is integral to its success and will help identify and prioritize obstacles and opportunities faced by the organization. Ways the

master planning team may work together to test potential scenarios based upon construction costs, phasing opportunities, debt ratios and alternatives, assumptions and preliminary financial projections will be explored. Michael Martin, Managing Partner, RLPS ArchitectsMelissa Messina, Senior Vice President, HJ SimsJonathan Grant, Senior Vice President, Community Operations, Acts Retirement-Life Communities

12:30 pm – 1:15 pmLunch discussion - Conversations

1:15 pm – 1:45 pmBusiness Exchange - Time with Exhibitors

2:00 pm – 3:15 pmConcurrent Education Sessions G

G1 Power Session: Implicit Bias - Part 1This interactive session will offer participants a brief discussion on self, and social awareness, as we unpack ourselves, in learning about and understanding workplace culture and climate. Participants will understand the barriers and “threats” to inclusion, and how we as humans are wired to feel accepted, and included. Additionally participants will learn different approaches to minimize opportunities that contribute to exclusion, and the role leaders play in creating a diverse and inclusive workplace. Continues in H1.Jeffrey Ash, EdD, Associate Dean for Diversity and Inclusion, Office of the Dean; Assistant Professor, Partnerships, Professional Education, and Practice

G2 Power Session: Finance and Strategy - Part 1In architectural and industrial design, “form follows function”. In organizational design, “finance follows strategy”. Is your organization making the right financial decisions today to align with its strategic vision for tomorrow? This interactive session will outline how leading senior living organizations can use forward-thinking financial planning and corporate structuring to achieve strategic goals.Amy Castleberry, Managing Director, ZieglerAdam Garcia, Senior Vice President, Ziegler

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Program Details and Educational Sessions

G3 Defining Quality Care: Dementia Care Practice RecommendationsResearch shows that high-quality dementia care training can lead to an improvement in communication between caregivers and individuals living with dementia, a reduction in dementia-related behaviors and an increase in job satisfaction for staff. The Alzheimer’s Association Dementia Care Practice Recommendations (DCPR) outline quality care practices based on a comprehensive review of current evidence, best practices and expert opinions. Designed for professional care providers, these recommendations inform and influence dementia care standards, training, practice and policy from a person-centered focus. DCPR provide the cornerstone for how care should be delivered across all long-term care and community based settings through a framework of person-centered care. These recommendations will serve as a critical basis for providers’ pursuit of mission and strategic plan to provide care and support for all those affected by Alzheimer’s and other dementias. This session will review the Dementia Care Practice Recommendations and opportunities for providers to ensure their professional training programs reflect current evidence-based quality care practices outlined in the DCPR through a curriculum review and a certification program.Ilene Rosenthal, Program Director, Alzheimer’s Association Greater Maryland

G4 Marketing Roundtable Discussion - Part 1Connect with peers and experts to discuss trends, opportunities, and challenges facing marketing and communications professionals in the field of aging services. Topics will include trends and the changing consumer, strategies that are working well, language and reframing aging, and creative solution generation to common challenges.Facilitator: Becki Bees, Vice President of Marketing and Community Life, Roland Park Place

G5 Philanthropy Roundtable Discussion - Part 1Connect with other philanthropy professionals and experts from across the region and explore trends, opportunities, regulation changes, and common challenges facing philanthropy and fundraising

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professionals in the field of aging services. Bring your questions, thoughts, and challenges and leave with practical solutions and actionable strategies to apply in your organization.Facilitator: LeadingAge Maryland Philanthropy Peer Network Co-Leaders

3:30 pm – 4:45 pmConcurrent Education Sessions H

H1 Power Session: Implicit Bias - Part 2Continuation of G1.Jeffrey Ash, EdD, Associate Dean for Diversity and Inclusion, Office of the Dean; Assistant Professor, Partnerships, Professional Education, and Practice

H2 Power Session: Finance and Strategy - Part 2Continuation of G2.Amy Castleberry, Managing Director, ZieglerAdam Garcia, Senior Vice President, Ziegler

H3 Eyes and Ears Open: Recognizing Elder Abuse and Taking ActionOne in ten older adults experiences some form of abuse. Are you alert to the signs? If you suspect abuse, fraud or exploitation, what should you do? This practical session will focus on how to recognize potential situations of abuse; how to take next steps; and resources available to assist. Case examples will be used to illustrate.Tovah Kasdin, Director, ElderSAFE Center, Charles E. Smith Life Communities

H4 Marketing Roundtable Discussion - Part 2Continuation of G4.Facilitator: Becki Bees, Vice President of Marketing and Community Life, Roland Park Place

H5 Philanthropy Roundtable Discussion - Part 2Continuation of G5.Facilitator: LeadingAge Maryland Philanthropy Peer Network Co-Leaders

Turf Valley Resort and Conference Center2700 Turf Valley Road Ellicott City, MD 21042410-465-1500

Turf Valley has become a premier destination for corporate meetings. You’ll enjoy a comfortable, casual setting in the meeting spaces as well as on the greens or at the spa, so plan to spend the night. LeadingAge Maryland conference participants rate this location highly and since the conference is growing, we are adding additional breakout spaces.

Make Your Hotel ReservationRegistering for the Conference does not automatically register you for the hotel. Please call Turf Valley directly at 410-465-1500 or reserve online at www.Turfvalley.com/LeadingAgeMaryland.

RatesHotel rooms available under LeadingAge Maryland for $129/night.

Reservation Deadline: April 13, 2020To ensure availability, Turf Valley must receive your reservation no later than April 13, 2020. After this date, reservations will be accepted based on availability. LeadingAge Maryland cannot ensure that our conference rate will be available after April 13, 2020.

Resort ConfirmationPlease review the confirmation, including the cancellation policy, and carefully check all details. If you have questions about your reservation, call the resort at 410-465-1500.

DepositOne night’s deposit tax is required for each room reservation. A credit card must be used for this purpose.

Resort Changes or CancellationsPlease cancel directly with Turf Valley. To avoid cancellation charges, cancel no later than 10 business days prior to your arrival date.

Ellicott City and Baltimore, MarylandLocated in the heart of the Baltimore-Washington, DC corridor, Turf Valley is just moments from Historic Ellicott City, 20 minutes from Baltimore’s Inner Harbor, and 45 minutes from Washington, DC.

For shopping and exploring, visit downtown Ellicott City. You’ll find a lovely colonial village, laced with cobblestone streets, numerous specialty shops, quaint cafés and the historic B&O Railroad Museum. For a more urban experience, Baltimore’s Inner Harbor, home to the National Aquarium Baltimore, Maryland Science Center, Port Discovery, and much more, offer destinations to suit a variety of interests.

Just around the corner, enjoy shopping, dining and entertainment at Turf Valley Towne Square, the newest addition to the Turf Valley community.

About the Location

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together LeadingAge Maryland

2020 Annual Conference

Attendee Information

Name: ☐ Member ☐ Non-Member

Professional Title: Email Address:

Emergency Contact (Name/Phone): Dietary/Mobility Restrictions:

Organization: Phone:

Mailing Address:

City: State: Zip:

CEU Information

Requesting: ☐Yes ☐No Type of CEUs Requested: ☐NHA NABVerify ID:

☐MDSW ☐Other CEU License #: State:

Program Attendance Tuesday, May 5, 2020 Please circle one option for each item.

Breakfast Keynote A Sessions B Sessions Luncheon C Sessions D Sessions

Yes No Yes No A1 A2 A3 A4 A5 N/A B1 B2 B3 B4 B5 N/A Yes No C1/D1 C2 C3 C4 C5 N/A D2 D3 D4 D5 N/A

Evening Networking Reception Yes No

Wednesday, May 6, 2020 Please circle one option for each item.

Breakfast Gathering E Sessions Luncheon F Sessions G Sessions H Sessions

Yes No Yes No E1 E2 E3 E4/F4 E5 N/A Yes No F1 F2 F3 F5 N/A G1/H1 G2/H2 G3 G4/H4 G5/H5 N/A H3 N/A

Power Sessions: Gain in-depth knowledge and practical strategies by registering for these double sessions. Applies to C1/D1, E4/F4, G1/H1, G2/H2, G4/H4, and G5/H5.

Registration Information

Registration

Early Bird Rate Ends April 3, 2020

Standard Rate April 4 – May 1, 2020

Non-Member Business Firms / Vendors

Member Non-Member Member Non-Member No Discounts Apply

Full Conference $ 340 $ 480 $ 390 $ 530 $ 690

Tuesday Only $ 205 $ 335 $ 255 $ 385 $ 450

Wednesday Only $ 180 $ 315 $ 230 $ 365 $ 450

Fees include educational sessions, continental breakfast, lunch, refreshment breaks, and receptions. An additional fee of $50 will be added for onsite registration. No refunds will be granted within 10 business days of the program. Substitutions are encouraged.

If assistance or manual registration is needed please contact:

Allison Ciborowski: 410-925-1295 or aciborowski@leadingagemaryland.org

Deanne Bellin: 443-791-6068 or dbellin@leadingagemaryland.org

Payment Information Full payment must accompany registration form(s). LeadingAge Maryland does not currently accept American Express credit cards.

Billing Information ☐ Check if the same as Organization listed above.

Mailing Address: City: State: Zip:

Cardholder’s Name: Cardholder’s Signature:

Full Conference Fee: $ Payment Method

Tuesday, May 5 Only $ ☐ Visa ☐ MasterCard or ☐ Check (Payable to LeadingAge Maryland)

Wednesday, May 6 Only $ Credit Card #:

Total: $ Expiration Date: 3 Digit Security Code:

Photographs and video will be taken at the LeadingAge Maryland 2020 Annual Conference. By registering for this event, you agree to allow LeadingAge Maryland to use your photo or image in any LeadingAge Maryland related publication, promotion or website.