Education Empower Engage

Leadership Institute

August 16-18, 2017 Crystal Mountain Resort Thompsonville, Mich.

2017 ~

David E. HerbelPresident and CEO

Friends,

LeadingAge Michigan is pleased to bring you the 2017 Annual Leadership Institute. Take a trip to beautiful Northern Michigan and plan to join us at our new location, Crystal Mountain Resort & Spa, on August 16th-18th. The resort offers many amenities including 36 holes of championship golf, an award-winning spa, the Michigan Legacy Art Park, an alpine slide, chair lift rides, and hiking trails...just to name a few.

This year’s conference offers an exceptional combination of cutting-edge education addressing our industry’s current issues. Our featured speakers include: nationally recognized and innovative healthcare speaker Clint Maun; Susan Chenail, LeadingAge New York Technology Solutions; Bill Dombi, National Association for Home Care & Hospice; Laurie Horvath, Baker Tilly; Tom Meyers, Ziegler; and Phyllis Adams, Dykema Gossett.

In addition to the outstanding education, you will also want to participate in Wednesday evening’s Pure Michigan BBQ. Bring your family and guests for a chef inspired dinner and enjoy chair lift and alpine slide rides. Thursday’s networking luncheon includes our mini expo where we can gather together to share industry solutions and thank our generous business partners for their continued support.

This year’s conference promises to be enlightening while providing time to network in a relaxing, up north venue. We look forward to seeing you in August.

2

Welcome 2

Friends,

LeadingAge Michigan is pleased to bring you the 2017 Annual Leadership Institute. Take a trip to beautiful Northern Michigan and plan to join us at our new location, Crystal Mountain Resort & Spa, on August 16th-18th. The resort offers many amenities including 36 holes of championship golf, an award-winning spa, the Michigan Legacy Art Park, an alpine slide, chair lift rides, and hiking trails...just to name a few.

This year’s conference offers an exceptional combination of cutting-edge education addressing our industry’s current issues. Our featured speakers include: nationally recognized and innovative healthcare speaker Clint Maun; Susan Chenail, LeadingAge New York Technology Solutions; Bill Dombi, National Association for Home Care & Hospice; Laurie Horvath, Baker Tilly; Tom Meyers, Ziegler; and Phyllis Adams, Dykema Gossett.

In addition to the outstanding education, you will also want to participate in Wednesday evening’s Pure Michigan BBQ. Bring your family and guests for a chef inspired dinner and enjoy chair lift and alpine slide rides. Thursday’s networking luncheon includes our mini expo where we can gather together to share industry solutions and thank our generous business partners for their continued support.

This year’s conference promises to be enlightening while providing time to network in a relaxing, up north venue. We look forward to seeing you in August.

Wednesday, August 168:30 a.m. to 9:00 a.m. ....................... Registration & Breakfast9:00 a.m. to 12:30 p.m. ............................... Education Sessions12:30 p.m. to 1:15 p.m. ............................Networking Luncheon1:15 p.m. to 5:00 p.m. .................................. Education Sessions6:00 p.m. to 8:00 p.m. ..............................Welcome Reception

Thursday, August 177:30 a.m. to 8:45 a.m. ............................. SCR Annual Meeting8:30 a.m. to 9:00 a.m. ....................... Registration & Breakfast9:00 a.m. to 11:45 a.m. ............................... Education Sessions 11:45 a.m. to 1:15 p.m. ..... Networking Luncheon & Mini Expo1:30 p.m. to 2:30 p.m. ................................. Education Sessions2:30 p.m. ........................................Time On Your Own to Enjoy

Crystal Mountain

Friday, August 188:30 a.m. to 9:00 a.m. ....................... Registration & Breakfast9:00 a.m. to 12:30 p.m. ............................... Education Sessions12:30 p.m. to 1:30 p.m. ...................Closing Keynote Luncheon2:30 p.m. ................................................. Conference Concludes

Agenda at a Glance ................................................................. 4Sponsor Opportunities ............................................................ 5Networking Events ............................................................... 6-8 Registration Information ........................................................9 Featured Speakers .................................................................. 10Session Descriptions ......................................................... 11-15Thank You to Our Sponsors .................................................. 16

Table of Contents Schedule of Events

Leadership Institute 2017 LeadingAge Michigan 3

EDUCATION TRACKS

Wednesday, August 16, 20178:30 a.m. to

9:00 a.m.9:00 a.m. to 10:00 a.m.

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

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

12:30 p.m. to 1:15 p.m.

1:15 p.m. to 2:15 p.m.

2:30 p.m. to 4:00 p.m.

4:15 p.m. to 5:15 p.m.

6:00 p.m. to 8:00 p.m.

Leadership & Business

Intelligence REGISTRATION &

CONTINENTAL BREAKFAST

Successful Campus

Repositionings

Successful Leadership

through a Merger & Acquisition

The Importance of INTERACT

in Today’s Post-Acute Care

Environment

NETWORKING LUNCHEON

(Quality

Compliance Committee to

meet separately)

Developing Your QAPI Plan:

Preparing for Phase 2

LA NY Technology Solutions:

Building Blocks to Financial

Success

CMS Quality Reporting Program

for SNFs and Review & Correct Reporting

RECEPTION &

PURE MICHIGAN

BBQFinance

Strategies

Cyber Security in Healthcare:

What You Need To Know

Debt Without Regret: Finding the Perfect Financing

Structure

Market Feasibility Disrupted:

Rethinking Industry Norms

How to Be Successful in the

New Payment Environment

M&A Financing Trends

EDUCATION TRACKS

Thursday, August 17, 20178:30 a.m. to

9:00 a.m.9:00 a.m. to

10:30 a.m.10:45 a.m. to

11:45 a.m.11:45 a.m. to

1:15 p.m.1:30 p.m. to

2:30 p.m. 2:30 p.m.

Leadership & Business

Intelligence REGISTRATION &

CONTINENTAL BREAKFAST

KEYNOTE Critical

Techniques for Recruiting

Talented Coworkers &

Advancing Staff Retention

Managing Managed Care NETWORKING

LUNCHEON &

MINI EXPO

Michigan's LTC QAAP:

Past, Present & Future TIME ON YOUR

OWN TO ENJOY CRYSTAL

MOUNTAINFinance

Strategies

Top Three Reasons for

Non-Payment

Controlling Workers

Compensation Costs

EDUCATION TRACKS

Friday, August 18, 20178:30 a.m. to

9:00 a.m.9:00 a.m. to

10:30 a.m.10:45 a.m. to

12:15 p.m.12:30 p.m. to

1:30 p.m.1:30 p.m.

Leadership & Business

Intelligence REGISTRATION &

CONTINENTAL BREAKFAST

KEYNOTE Your Revenue

and the New Value

Propostion: Steps to Success

Healthcare Reform:

What Does It Mean

to Michigan

NETWORKING LUNCHEON & CLOSING KEYNOTE

Transformational Change &

Collaboration

CONFERENCE CONCLUDES

Finance Strategies

Agenda at aGlance

SCR Annual Meeting 7:30 a.m. to 8:45 a.m.

Leadership/Board Breakfast 7:30 a.m. to 8:45 a.m.

4

Luncheon & Mini Expo

On Thursday, we will host a luncheon and mini expo from

11:45 a.m. to 1:15 p.m. This will be a time to mingle with colleagues,

engage in conversation, and thank our business partners for

their continued support and sponsorships.

Plan to join us at the 2017 Leadership Institute, August 16-18, at the Crystal Mountain Resort & Spa in beautiful Northern Michigan. Don’t miss the opportunity to get involved and showcase your company by becoming a conference sponsor and participating in our Exclusive Mini Expo; including a networking luncheon with aging services providers on Thursday, August 17, from 11:45 a.m. to 1:15 p.m.

Exclusive Mini ExpoTable top displays are available to the first 15 sponsors. Table top displays include: one 6-foot covered & skirted table, lunch for two representatives on Thursday, August 17, and one full conference registration. Display tables will be set up in the Northern Lights Foyer throughout the conference.

EDUCATION TRACKS

Wednesday, August 16, 20178:30 a.m. to

9:00 a.m.9:00 a.m. to 10:00 a.m.

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

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

12:30 p.m. to 1:15 p.m.

1:15 p.m. to 2:15 p.m.

2:30 p.m. to 4:00 p.m.

4:15 p.m. to 5:15 p.m.

6:00 p.m. to 8:00 p.m.

Leadership & Business

Intelligence REGISTRATION &

CONTINENTAL BREAKFAST

Successful Campus

Repositionings

Successful Leadership

through a Merger & Acquisition

The Importance of INTERACT

in Today’s Post-Acute Care

Environment

NETWORKING LUNCHEON

(Quality

Compliance Committee to

meet separately)

Developing Your QAPI Plan:

Preparing for Phase 2

LA NY Technology Solutions:

Building Blocks to Financial

Success

CMS Quality Reporting Program

for SNFs and Review & Correct Reporting

RECEPTION &

PURE MICHIGAN

BBQFinance

Strategies

Cyber Security in Healthcare:

What You Need To Know

Debt Without Regret: Finding the Perfect Financing

Structure

Market Feasibility Disrupted:

Rethinking Industry Norms

How to Be Successful in the

New Payment Environment

M&A Financing Trends

EDUCATION TRACKS

Thursday, August 17, 20178:30 a.m. to

9:00 a.m.9:00 a.m. to

10:30 a.m.10:45 a.m. to

11:45 a.m.11:45 a.m. to

1:15 p.m.1:30 p.m. to

2:30 p.m. 2:30 p.m.

Leadership & Business

Intelligence REGISTRATION &

CONTINENTAL BREAKFAST

KEYNOTE Critical

Techniques for Recruiting

Talented Coworkers &

Advancing Staff Retention

Managing Managed Care NETWORKING

LUNCHEON &

MINI EXPO

Michigan's LTC QAAP:

Past, Present & Future TIME ON YOUR

OWN TO ENJOY CRYSTAL

MOUNTAINFinance

Strategies

Top Three Reasons for

Non-Payment

Controlling Workers

Compensation Costs

EDUCATION TRACKS

Friday, August 18, 20178:30 a.m. to

9:00 a.m.9:00 a.m. to

10:30 a.m.10:45 a.m. to

12:15 p.m.12:30 p.m. to

1:30 p.m.1:30 p.m.

Leadership & Business

Intelligence REGISTRATION &

CONTINENTAL BREAKFAST

KEYNOTE Your Revenue

and the New Value

Propostion: Steps to Success

Healthcare Reform:

What Does It Mean

to Michigan

NETWORKING LUNCHEON & CLOSING KEYNOTE

Transformational Change &

Collaboration

CONFERENCE CONCLUDES

Finance Strategies

Sponsorship OpportunitiesSpace Is Limited!Hurry and secure your sponsorship and a spot in our Mini Expo.

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

Bronze Sponsorship $2,250

• Table top display at the Mini Expo (limited to first 15 sponsors)

• One full conference registration• Logo recognition on conference

materials and scrolling PowerPoint• Logo recognition on our website

and in e-newsletter• Electronic list of conference

attendees

Silver Sponsorship $3,250

• Table top display at the Mini Expo (limited to first 15 sponsors)

• One full conference registration• One slide ad in scrolling PowerPoint• Logo recognition on conference

materials and scrolling PowerPoint• Logo recognition on our website

and in e-newsletter• Electronic list of conference

attendees

Gold Sponsorship $4,250

• Recognition during a keynote presentation • Table top display at the Mini Expo

(limited to first 15 sponsors)• Two full conference registrations• One slide ad in scrolling PowerPoint• Logo recognition on conference materials

and scrolling PowerPoint• Logo recognition on our website and

in e-newsletter• Electronic list of conference attendees

2017 Leadership Institute Sponsorship Levels

Leadership Institute 2017 LeadingAge Michigan 5

Networking Events

Chairlift RidesEnjoy panoramic views of three counties and top-of-the-mountain attractions including live musical entertainment. Chairlift Rides

are on our Crystal Clipper Quad Chairlift located near the Crystal Conference Center patio. Complimentary rides are available from 7 p.m. to 9 p.m.

Crystal Coaster Alpine Slide This downhill adventure will take your breath away! Ride the Loki Quad chairlift to the top of the mountain, hop on a specially-designed sled, and cruise down one of two parallel 1,700-foot-long curved tracks. You control the speed in this action-packed thrill ride with dips, high-bank turns, and spectacular views. Weather permitting. Ticket required.

Welcome Reception Pure Michigan BBQJoin us on the Crystal Conference Center patio on Wednesday evening from 6 p.m. to 8 p.m. The patio is located behind the conference center at the base of the mountain. Relax and socialize as you partake in a wonderful Pure Michigan BBQ, beverages, signature drinks, chairlift and alpine slide rides, and entertainment.

Everyone will enjoy this evening.

Entertainment included with the reception includes…

6

Mountain Activities Summer Fun at Crystal Mountain So much to do, and so much fun doing all of it! Crystal Mountain is northern Michigan’s spot for summer and fall fun!

The Park at Water’s Edge is a splash-tastic, one-acre complex featuring a large outdoor aquatic playground with water cannons, bubbling spouts, zero-depth entry pool, four lap lanes, water volleyball and basketball, a sand play area and an outdoor hot tub. Entry is FREE to registered guests.

Our Vertical Edge Climbing Wall is an exciting 32' climbing wall. Certified instructors will be on site to equip climbers for beginner, intermediate, or advanced climbing routes. No experience necessary. Visit the Park at Water’s Edge to purchase a climbing wall pass.

Visitors to Michigan Legacy Art Park, located within the grounds of Crystal Mountain, are led through the densely

wooded 30-acre pre-serve on 1.6 miles of hiking trails within Crystal Mountain. The Art Park features over 40 sculptures, poetry stones, an outdoor amphitheater; and a Summer Sounds Concert Series (July & August). Each of the sculptures interprets, in its own way, a piece of Michigan’s history.

Hit the bike trails at Crystal Mountain for a dynamic Mountain Biking experience. Enjoy miles of beginner, intermediate and advanced on-site mountain bike trails that connect to the Betsie River Pathway as well as the easily accessible 22-mile Betsie Valley Trail and our NEW downhill trails. Bike rentals available.

Our Edge Adventure Course  is an elevated rope and zip line course located 20 feet above our outdoor pool. The course features four elements that challenge and excite participants. Adventurers will cross a rickety bridge, jump swing to swing, balance on the Burma Bridge, all before sailing over the pool on a 130-foot zip line! Our Adventure Staff secure each guest to a Swiss-made Saferoller continuous belay system.

Leadership Institute 2017 LeadingAge Michigan 7

Mountain ActivitiesGolf at Crystal Mountain Two Distinctly Different Golf CoursesCrystal Mountain’s Mountain Ridge golf course offers panoramic vistas of our northern Michigan vacationland. Its fairways wind through stately forests and ascend to high elevations, providing a true northern Michigan golf experience. Crystal Mountain’s  Betsie Valley golf course, which recently underwent a $1 million renovation, will challenge the ability of any golfer with its protected greens, tree lined fairways and challenging bunkers.

Welcome to Crystal Spa A Destination Experience that awakens and inspires. From the first moment you enter its doors, you’ll appreciate the comforts of this elegant retreat – a welcoming, attentive staff, private transition rooms with heated floors, steam rooms, infrared saunas, and an outdoor Mosaic Garden with hot tub.

So much to do at Crystal!

More Mountain Activities Information

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Registration Fees

Member Non-Member

Full Conference Registration —$595 Full Conference Registration —$725

Full Conference Registration (Additional) —$495

Wednesday & Thursday Only —$425Wednesday & Thursday Only—$500(Billing Track)

Single Day —$275 Single Day —$325

Business Partner—$695 Vendor—$795

Speakers and Leadership Academy Fellows should contact the Education Team at 517-323-3687 for registration.

Click Here To Register

Full Conference RegistrationIncludes admission to all conference education sessions, all continental breakfasts and refreshment breaks, a networking lunch each day, and the Wednesday evening reception.

Registration ConfirmationAll pre-registered attendees will receive a confirmation email. If you have not received a confirmation by August 14th, please contact our office via email at Info@LeadingAgeMI.org or by calling us at 517-323-3687.

Registration Information Moderators Needed

Help us enhance the conference experience by moderating one

or more education sessions. As a moderator, you will introduce

speakers and assist with CE scanning. Please indicate your willingness

to volunteer by contacting Foua Hang at 517-323-3687 or by

email at Info@leadingagemi.org.

Cancellation Policy

Dietary RequirementsIf you have special dietary needs please email Foua Hang at Info@leadingagemi.org.

Resort ReservationsCLICK HERE to make your hotel reservation or call Crystal Mountain Resort & Spa at 855-520-2974. Reference Group #4602BT. Our group rate will be honored based on availability.

Leadership Institute 2017 LeadingAge Michigan 9

William Dombi Bill is a Vice President for Law with the National Association for Home Care & Hospice. He has more than 40 years of legal, legislative, and regulatory advocacy experience in home care and hospice. Bill is one of the leading health policy experts in the country and has been involved in virtually all legislative and regulatory efforts affecting home care and hospice since 1975.

Clint Maun Clint is nationally recognized for his innovative expertise in healthcare consulting, speaking and research. Clint has more than 38 years of experience in healthcare operations, management, leadership, quality enhancement and self-development programs. His visions, ideas, techniques and innovative solu-tions are currently at work in thousands of organization throughout the county.

Clint’s keynote presentations are generously supported by:

Tom Meyers Tom joined the senior living team at Ziegler in 1996. He is responsible for marketing Ziegler’s senior living brand in five Midwest states and he also manages Ziegler’s Chicago-based senior living analytical team. He has consider-able experience in structuring rated and unrated financings, bond financings, expansion and repositioning projects. In his twenty-year tenure, Tom has participated in approximately 150 financings raising more than $3.25 billion of capital for Ziegler’s senior living clients.

Vern Smith Vern is a Principal with Health Management Associates, a national health care research and consulting firm, where he focuses on Medicaid, Medicare and trends in the health care market place. He has authored many reports and presented on state and national approaches to health reform. Before joining HMA, Vern thoroughly enjoyed 30 years as a public servant with the State of Michigan, including appointments as Michigan Medicaid director and human services budget director.

Featured Speakers10

Wednesday, August 16KEYNOTE9 a.m. to 10 a.m. Successful Campus Repositionings

Thomas Meyers, Ziegler and Steve Fetyko, UMRC

We know that among the largest senior living providers, roughly 75% plan to grow through expansions and repositionings. While new location growth has not returned to pre-recession levels, reinvestment activities have been quite common in recent years. This session will cover the key drivers for organization repositioning projects and trends in how providers are reinvesting, such as healthcare away from the institutional nursing home to expansion of common areas and addition of specific memory care units. Additionally, we will discuss leveraging staff and internal expertise, effective communications in order to ensure a successful repositioning effort and how obstacles were overcome. We will also examine repositionings incorporating expansions, balancing capital planning for multiple projects and how to ensure an ongoing culture of reinvestment in one’s physical plant. Case studies, data and trends will be shared that represent successful project outcomes.

LEADERSHIP & BUSINESS INTELLIGENCE10:15 a.m. to 11:15 a.m. Successful Leadership through A Merger & Acquisition

Ken Robbins Jr., Pilgrim Manor and Julie Kearney, Kearney & Associates

Mergers and acquisitions are happening in the senior living industry at a record place and studies show that leaders are often ill-equipped to make the transition successful. Participants will learn more about the merger and acquisition process, as well as the strategies to successfully lead their organization through a change of ownership. A case study will be presented on an acquisition of a non-profit senior living community by an out-of-state owner.

Education Descriptions

11:30 a.m. to 12:30 p.m. The Importance of the INTERACT 4.0 Quality Improvement Program in Today’s Post-Acute Care Environment

Susan LaGrange, Pathway Health Services

This highly energized presentation will provide concrete strategies for Post-Acute Care leaders to position themselves for positive partnering and alignment of their organizations to meet the demands of the new health care environment and Value Based Purchasing. The INTERACT 4.0 Quality Improvement Program is an evidence-based program that will assist facilities in a solid process for early identification of acute changes of condition and a management process for success. Join us for this interactive session that will walk leaders through some of the key changes and steps necessary for quality, compliance and reduction of unnecessary hospitalizations.

1:15 p.m. to 2:15 p.m. Developing Your QAPI Plan: Preparing for Phase 2

Lorrel Filliater, The Compliance Store

With an implementation date of November 28, 2017, Phase 2 of the SNF Mega Rule is right around the corner. This presentation will give an overview of the Quality Assessment and Performance Improvement (QAPI) process as required under the new regulations. We will also provide possible solutions, tools and resources to assist facilities in making progress towards compliance with the requirements and share how facilities can develop their own QAPI plan.

Leadership Institute 2017 LeadingAge Michigan 11

Continuing EducationTo assist you with continuing education needed to support your professional license or certification, LeadingAge Michigan has applied for credit hours for nursing home administrators and nurses. Participants will have the opportunity to earn up to 14 credits.

Note: Licensure renewal for many nursing home administrators is October 31, 2017. Take this opportunity to attend an informative and engaging conference at a beautiful Northern Michigan location and earn the contact hours you need for your NHA renewal.

2:30 p.m. to 4:00 p.m. LeadingAge NY Technology Solutions: Building Blocks to Financial Success

Susan Chenail, LeadingAge NY

The MDS 3.0 has never been so important to the financial wellbeing of nursing facilities. It has a major effect on the RUG classification, Quality Measures and Five-Star Rating System. LeadingAge NY offers a suite of easy-to-use technology solutions that can help members enhance their quality and reimbursement now and into the future. In this session, participants will learn how using these tools can directly influence MDS accuracy, quality of care and ultimately payment.

4:15 p.m. to 5:15 p.m. CMS Quality Reporting Program for SNFs & Review and Correct Reporting

Sophie Campbell, Baker Tilly

The Skilled Nursing Facility (SNF) Quality Reporting Program (QRP) was implemented on October 1, 2016 as a result of the IMPACT Act of 2014 in which the secretary was required to implement clinical assessment instruments with data elements that would be the same across post-acute settings including LTCH, IRF, SNF and HHA. The Act further requires that CMS develop and implement qual-ity measures from five quality measure domains using standardized assessment data. This session will provide an outline of the SNF QRP along with the MDS items that are included in the quality measures that have been developed as a result of the IMPACT Act requirements. During this session we will also discuss the process that has been outlined by CMS for the review and correction of reports submitted that impact the SNF QRP to calculate the quality measures.

FINANCE STRATEGIES10:15 a.m. to 11:15 a.m. Cyber Security in Healthcare: What You Need To Know

John DiMaggio, BlueOrange Compliance

Security of resident/patient data is becoming even more of an issue as security breaches are often a daily news item. Cyber security is an important defense against malicious outsiders or insiders. A good Cyber security defense contains multiple facets including technical, physical and administrative controls. This session will cover Cyber security basics, risk, prevention, preparation and response in a healthcare environment.

11:30 a.m. to 12:30 p.m. Debt Without Regret: Finding the Perfect Financing Structure

Lynn Daly, BB&T Capital Markets

In a relatively low interest rate environment, with so many attractive debt structure options available to senior living providers, how do you find the structure that is right for your organization? How do you avoid financing decisions that will hamstring your organization 5 to 10 years from now? To answer these questions, we will explore the options available to senior living providers and point to the problem areas with each structure that could lead to problems down the road. Additionally, we will look at the history of financing trends in the industry to shed light on what is coming next and how what’s next should affect your decision- making today.

Education Descriptions

12

1:15 p.m. to 2:15 p.m. Market Feasibility Disrupted: Rethinking Industry Norms

Dana Wollschlager & Jamie Timoteo, Plante Moran Living Forward

Historically, senior living providers seeking expansion follow a process: secure a market study, look at demand and penetration rates, and either pull the trigger on a project or walk away. With today’s complex industry factors and increasingly competitive market, the marketplace is starting to identify deficiencies in market analysis and due diligence reports. During this session, we’ll reevaluate the status quo, uncovering key metrics that may need additional due diligence to make sound expansion decisions.

2:30 p.m. to 4:00 p.m. How to Be Successful in the New Payment Environment: So Many Changes!

Julie Kearney, Kearney & Associates

The presentation will review the new ACO, Medicare Advantage, Bundled Payment programs and the New Case Management of these plans. We will also review the Healthy Michigan and Manage Medicaid plans. Learn about the impact, what your organization needs to do to prepare for what’s currently happening and what’s coming, as well as how to avoid write-offs and non-payments. In closing, this session will share what you can to do to embrace the impending changes for the overall financial success of your organization.

4:15 p.m. to 5:15 p.m. M&A and Financing Trends in Senior Housing

Brad Competty & Brendan Healy, Lancaster Pollard

This presentation will highlight the current market dynamics regarding mergers and acquisitions in the senior housing sector. It will also provide an overview of how current debt and equity providers are assessing properties for acquisition and how providers are positioning assets for a sale. In addition, it will provide an overview of the financing vehicles that senior living providers are using to fund new construction or for refinancing their existing debt while highlighting the alternatives available. Lastly, it will walk providers through understanding how the market dynamic of 2017 compares to that of previous years and how it will be affected in the upcoming years due to the change in the Presidency and ultimately why it is prudent to evalu-ate your current organization’s needs for divestiture, acquisition or refinancing.

Thursday, August 17KEYNOTE 9:00 a.m. to 10:30 a.m. Critical Techniques for Recruiting Talented Coworkers & Advancing Staff Retention

Clint Maun, Maun-Lemke

To run a successful organization, we must have dedicated, quality coworkers that embrace the team concept. How do healthcare providers find the talent they need to grow and prosper? What has proven to really reduce turnover and increase retention? What does it take to specifically advance the plan and achieve results beyond and provider competitors? You’ll learn proven strategies and techniques that organizations can master for dealing with the “new” workforce.

SeniorCare Resources Annual Meeting

Thursday, August 17th 7:30 a.m. to 8:45 a.m.

Education Descriptions

Leadership Institute 2017 LeadingAge Michigan 13

Education DescriptionsLEADERSHIP & BUSINESS INTELLIGENCE10:45 a.m. to 11:45 a.m. Managing Managed Care

Laurie Horvath & Sophie Campbell, Baker Tilly

Managed care participation has been penetrating states throughout the country and increasing the demands on providers. Providers must know what is expected of them when they begin to negotiate managed care contracts and whether they can meet these expectations. Providers must recognize the changes that will be expected to occur in their organizations with managed care contracting. This process begins with pre-admission and continues through discharge. AS managed care contracting expands across states, providers must be prepared for contract negotiations for both Medicare skilled and Medicaid long term care and be prepared to defend the level of care and services they are providing. Additionally, providers must be aware of the financial impact to the organization related to managed care contracts and admission of managed care residents. This session will address each of these areas and provide recommendations from experience in states where managed care is prevalent.

1:30 p.m. to 2:30 p.m. Michigan’s LTC QAAP: Past, Present & Future

Larry Kearney & Jon Lanczak, Plante Moran

The session will address and provide a general overview of the the existing LTC QAAP program in the State of Michigan. Our presenters will discuss the history, the budget process and how the tax is calculated and assessed. They will also talk about how the QAS add-on supports part of the per diem Medicaid rate and give an update on the new QAS Quality Initiative that is set to go in effect on October 1, 2017.

FINANCE STRATEGIES10:45 a.m. to 11:45 a.m. How to Account for the Top 3 Reasons for Non-Payment

Aric Martin & Cory Phillips, Rolf Goffman Martin Lang

Preventing or reducing non-payment requires an understanding of the external factors that cause non-payment. More importantly, there must be an understanding for your organization’s internal habits and behaviors that encourage these external factors to cause non-payment. We will identify the top 3 external factors that lead to non-payment and the habits and behaviors that allow for this result. We will also provide strategies designed to prevent the occurrence of damaging conduct within your revenue cycle.

1:30 p.m. to 2:30 p.m. Controlling Workers Compensation Insurance Cost

Sophia Najjar, CIA Insurance & Risk Management

Insurance premiums tend to be the second highest cost for an employer next to payroll. Understanding the driving cost of a workers compensation insurance program is the first step in managing it. This presentation will discuss the impact of frequency of claims vs. severity, what a modification factor is, timely reporting of claims, the importance of an effective return to work program, the 7 and 28 day rule, what to look for at time of hire, how to on-board and train employees…and much more. By the end of the session you will realize how much control you have on lowering this cost!

14

Friday, August 18

KEYNOTE 9:00 a.m. to 10:30 a.m. Your Revenue and the New Value Proposition: Steps to Success

Clint Maun, Maun-Lemke

This session details how to develop an on-going healthcare improvement plan and the process results necessary for becoming a vital partner in today’s ACOs, Bundled Care Payment Initiatives, Medicare Shared Savings Program and Managed Care Organizations. These partnerships have to be sought, developed and sustained. The partnership requires both quality and financial results to be delivered in a synchronized approach.

LEADERSHIP & BUSINESS INTELLIGENCE10:45 a.m. to 12:15 p.m. Healthcare Reform: What Does It Mean to Michigan?

Facilitator & Panelist — William Dombi, National Association for Home Care & Hospice

Panelists— Phyllis Adams, Dykema Gossett Edward D’Angelo, Michigan Home and Community Services Network Vern Smith, Health Management Associates Tiffany Stone, Michigan Association of Health Plans

The implementation of the Affordable Care Act (ACA) is well underway and has benefited many residents, patients ad providers alike. It is highly unlikely that Congress can fully repeal the ACA and starting over entirely with health reform is just not feasible. With the focus of Congress once again turning to health reform, we have an opportunity to find solutions to healthcare challenges that the ACA failed to address. So, what does all of this mean to Michigan providers? Join us as our national and state experts take a look at the road ahead and discuss what healthcare reform means to Michigan’s post-acute and LTCSS providers.

CLOSING KEYNOTE & LUNCHEON12:30 p.m. to 1:30 p.m. Case Study Approaches to Transformational Change & Collaboration

Phyllis Adams, Dykema Gossett

This session involves the presentation of several case studies about potential approaches to transformational change and collaboration for senior care housing and services providers. The case studies address potential sale or joint venture of SNF beds, bed relocations, as well as co-ownership arrangements for other services and operations. The presentation will highlight key legal and business considerations in the case studies.

Education Descriptions

Leadership Institute 2017 LeadingAge Michigan 15

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As of July 28, 2017