VISION 2020

Embracing our future | Fostering excellence in resident care | Conducting research | Transforming senior living & services in the 21st century.

May 24-26, 2010

The Saratoga Hilton Hotel & Conference CenterSaratoga SpringsNew York

NYAHSA Spring Training Institute and Exhibition

New This Year!

THE PETER BERGMANN LEGAL EDUCATIONAL TRACKIn memory of attorney Peter Bergmann and his services to the NYAHSA membership, the NYAHSA Board of Directors approved an annual educational track at the Spring Institute addressing legal issues in senior living & services.

GOING GREENYou told us…“I don’t need another conference bag”…and we are listening!

In an effort to recycle and reduce conference costs, this year we are asking participants to bring their own conference bag.

This year, NYAHSA is turning over another new leaf. Instead of overprinting and throwing away countless handouts, we have asked conference faculty to post their session handouts online so you can access them through the NYAHSA Web site. All registered conference participants will have access to the handouts we’ve received to date, to access online before and after the conference.

How do you benefit?• Previewing handouts prior to

the conference will assist you in deciding which sessions are most valuable to you – helping you make the most of your confer-ence learning experience.

• Having session handouts avail-able online means you have access to ALL session handouts provided by conference faculty, not just the sessions you choose to attend.

• After the conference, session handouts (all those submitted by faculty to our Web site) will remain available to registrants through the NYAHSA Web site.

• You will help make NYAHSA’s 2010 Spring Training Institute and Exhibition more efficient and environmentally friendly.

Thank you for your cooperation and support of this new initiative.

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is a multiyear initiative to guide members in exploring new

business models and reimbursement methodologies to decrease dependence on public funding and improving operational efficiency. The CEO Summit in April kicks off this high level analysis. The Spring Institute will highlight the presenta-tions by Nancy Rehkamp and Randy Rollinson from the April meeting, followed by an analysis of the summit's findings, getting all members “up-to-speed” and “on the same page.” The Spring Institute will also provide members more in-depth programming of the Vision 2020 concepts during the scheduled concurrent sessions. These programs, presented by our Vision 2020 sponsors, are indicated by the Vision 2020 logo next to the session title and description.

Concurrent Sessions:11 a.m. – 4 p.m. (lunch will be provided)■  Pre-Con 1QUALITY INDICATOR SURVEY – WHAT YOU MUST KNOW! (QF 1,2)The New York Department of Health has begun transitioning to the Qual-ity Indicator Survey (QIS) across the state. The QIS is the revised survey and certification program by the Centers for Medicare & Medicaid Services, which incorporates a comprehensive systematic ap-proach to review all regulatory areas through sophisticated computer software. Surveyors use standard-ized interview, record analysis and observation techniques to deter-mine a facility’s Quality Care Indica-tors (QCI). Each QCI determined to be greater than the established government thresholds triggers an in-depth investigation to determine facility compliance with the federal regulations. This session will guide participants through the fundamen-tals of the Quality Indicator Survey. Mr. Daily will share proactive, realistic approaches to identify your facility’s survey vulnerabilities and how to prepare for the new survey process in order to achieve and

maintain compliance.

Kenneth Daily, President, Elder Care Systems Group, Fairborn, Ohio

1 – 5 p.m.■  Pre-Con 2BUSINESS MODEL INNOVATION: AN INTENSIVE WORKSHOP FOR SENIOR EXECUTIVES (QF 1,2)As the senior living & services pro-fession grapples with the challenges of severe economic decline, the need for genuine business model innovation is clear. In this intensive half-day workshop for senior execu-tives, you’ll discover a methodology for deconstructing your organiza-tion’s existing model. You will examine business model concepts from other sectors, learn how to think imaginatively about new op-tions, and begin designing possible alternative models to achieve profit-able and sustainable growth. If you want to build your organization, you should attend this high-impact workshop. This program is not long term care specific.

Jeff De Cagna, Chief Strategist and Founder, Principled Innovation LLC, Reston, Va.

MONDAY, MAY 24, 2010Pre-Conference10 a.m. – 5 p.m.Pre-conference registration desk open for registration and information.This year, we’re pleased to offer you the option of attending one of four dis-tinct pre-conference intensives. There is a separate registration fee for the pre-conference programs.

THE PETER BERGMANN LEGAL EDUCATIONAL TRACKIn memory of attorney Peter Bergmann and his services to the NYAHSA membership, the NYAHSA Board of Directors approved an annual educational track at the Spring Institute addressing legal issues in senior living & services.These sessions are identified by this symbol:

2 – 5 p.m.■  Pre-Con 3COMPREHENSIVE LEGAL UPDATE(QF 1,2)

This program is divided into three

segments. You may register for two hours of this program or the entire three hours.

The following issues will be ad-dressed in the first hour:1. Scope of authorized HCBS

services2. Telemedicine 3. Medicare maximization and

third-party liability

The second hour will address the following legal issues:1. Mandatory compliance programs2. Government oversight/investiga-

tions/audits 3. ADA compliance

The final hour focuses on nursing home issues:1. Management and consulting

agreements2. Risk-management and institu-

tional or provider liability3. Resident or patient arbitration

agreements

Brian T. McGovern, Esq., NYAHSA counsel, Partner, Cadwalader, Wickersham & Taft LLP, New York, N.Y.

12:30 – 3:30 p.m.■  Pre-Con 4FACILITY TOUR: EDDY VILLAGE GREEN(QF 1,3)On your way to Saratoga, stop off for a facility tour of one of New York’s Green House projects, the Eddy Village Green. Facility tours allow participants to experi-ence innovative programming and practices. The group will meet at the training center of Eddy Village Green for a presentation on the background and concepts of the Eddy Village Green, tour the houses and return to the training center for further discussion and questions. You will not experience additional travel time if you participate in this tour on your way to Saratoga. The Saratoga Hilton is approximately a 30-minute drive north of Latham and you should be there at 4 p.m.

The tour is limited to the first 20 people who sign up on a first-come, first-served basis.

Eddy Village Green is the first-of-its-kind community in the state. Mod-eled after THE GREEN HOUSE®, an innovative concept that transforms traditional skilled nursing home care for seniors, this new community offers a new approach to nursing home care – one that eliminates the conventional, institutional feel of traditional nursing facilities. Once completed, the campus will feature 16 ranch-style houses with each house accommodating 12 residents for a total of 192 seniors. The homes are complete with private bedrooms

and baths, family-style country kitch-ens and living/dining areas. While the houses are homes in every way, security and technology are built in to insure resident safety.Staff who care for elders in this new model are CNAs (certified nursing assistants) and are referred to as a "shahbaz" (singular) or "shahbazim" (plural). They are specially trained and encouraged to be more en-gaged in the lives of the residents, much like family members. Specific directions will be sent with your conference confirmation letter.

2 – 5 p.m.Exhibit registration/Set-up

5:30 – 7 p.m.Institute RegistrationWine, cheese and chocolate partyMeet up with your favorite col-leagues and exhibitors. “Wine down” from a busy day and indulge yourself with our wine, cheese and chocolate party. Interact with old friends and meet new ones while you register for the 2010 NYAHSA Spring Institute. Exhibitors will also be available for you to meet. Don’t forget to make your dinner plans with colleagues/exhibitors and enjoy the many dining opportunities Sara-toga Springs has to offer.

Sister Anne Bryan Smollin, Ph.D., is a popular interna-tional speaker who receives enthusi-astic reviews for her enormous

energy, keen insights, and sense of humor. She is presently Executive Director of Counseling for Laity and serves as a therapist, consultant to hospitals, and adjunct professor at several colleges. She has also served as President of the Board of Clowns on Rounds and has authored six books including Tickle Your Soul: Live Well, Love Much, Laugh Often; God Knows You're Stressed: Simple Ways to Restore Your Balance; and Live, Laugh, and Be Blessed: Finding Humor and Holiness in Everyday Moments.

Sister Anne Bryan Smollin, CSJ, Ph.D., Executive Director, Roman Catholic Diocese of Albany, Counseling for Laity, Albany, N.Y.

Evening Plenary SessionA favorite NYAHSA speaker will share her expertise at this easy-listening session that offers you a chance to learn how to see the best in these challenging times and get two hours of educational credit. This program is available free of charge for all full confer-ence registrations. Pre-conference or daily attendees may register for this session for only $50.

7 – 9 p.m.GOOD AND PLENTY: ENRICH YOUR LIFE OF ABUNDANCE WITH A RICH SENSE OF HUMOR(QF 6)No matter what the economy is doing, we can have rich lives! Draw-ing on her wealth of humorous and amazingly amusing anecdotes, Sister Anne's down-to-earth, up-to-mirth revelations include the importance of: developing an attitude of gratitude, demoting the demon of busy-ness, reaching out to kindred spirits and nurturing humor buddies, giving yourself permission to be im-perfect, finding humor in everyday moments, taking care of the person you see in the mirror, and creating more 70-mile-per-hour explosions (laughter). You will also realize the connection between altruism and abundance... and will leave with the alphabet of abundance (26 ways to see the glass as ¾ full rather than ¼ empty).

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7 a.m. – 5:30 p.m.Institute registration

7:30 – 8:15 a.m.Continental breakfast in exhibit area

8:15 – 8:30 a.m.Welcome

8:30 – 9:30 a.m.KEYNOTE ADDRESS – Vision 2020(QF 1,2)

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In April, NYAHSA members em-barked on an important journey

called Vision 2020. This multiyear initiative addresses ways to thrive in the challenging economic environ-ment of the next few years as demo-graphics begin shifting and we create a sustainable new future for New York’s non-profit senior living & services sector. The Medicare/Medicaid cuts and fiscal crises continue; financing as we know it is not sustainable; healthcare reform is under way; and the baby boomers are aging into an emerging dynamic and growing market. It is clear change is coming. Do we navigate the future by looking in the rear-view mirror or do we create our own future? Will non-profit providers be prepared to meet the challenges presented by a tidal wave of seniors with great expecta-tions and not enough public dollars?

TUESDAY, MAY 25, 2010

The process began with macro-level thinking and planning regarding new ways of doing business and change implementation. In April at the CEO Summit, NYAHSA members and business leaders gathered for a frank and difficult conversation on shaping the future of senior living & services in this state. Today’s key-note presenter participated in the April CEO Summit, and will share a summary of her thoughts regarding how we can move forward serving those who are in need while seeking to strengthen the mission-driven organizations that promote dignity and quality resident care.

Nancy Rehkamp, Principal, LarsonAllen LLP, Minneapolis, Minn.

9:30 – 10:30 a.m.Exhibition/Refreshment break

10:30 a.m. –12:30 p.m.Vision 2020…continued(QF 1,2)

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Facilitated discussion of how to address some of the challenges we

are facing and determine the best options for survival: new models, new funding streams and opera-tional efficiencies. A macro look at emerging trends offers a glimpse of opportunity for the future. How can

NYAHSA members position themselves to survive in the short term yet be prepared to thrive in the future?

Randy Rollinson, President, LBL Strategies, Ltd., Chicago, Ill.

12:30 – 2:30 p.m.Lunch with exhibitors

2:30 – 4:30 p.m.Concurrent Sessions:

1 FROM WALL STREET TO MAIN STREET – SURVIVING IN AN UNCERTAIN ECONOMY (QF 1,2)

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Learn how to position your community to compete during

economic uncertainly. Explore the community, resident and employee impact on how to market effectively.

Todd Andrews, Vice President of Operations, Sodexo Senior Services, Bridgewater, Va.

2 SENIOR CO-HOUSING: A COMMUNITY APPROACH TO INDEPENDENT LIVING (QF 1,2,3)The key to living a long, healthy life is community – having a group of people who know and care about you and with whom you socialize at least once a week. Hear how seniors all over the world are com-bating isolation and loneliness by building healthy communities Aging in place in community is an oppor-tunity waiting for development and

co-housing – the most creative hous-ing option for seniors – and one that we can make happen for us NOW as our presenter says, “Go forth and be with (our) own future.”

Charles Durant, Principal, McCamant & Durrett, Author, The Senior Co-Housing Handbook, Nevada City, Calif.

3 SAFE TRANSITION OF CARE FOR SENIORS (QF 1,2)Seniors face significant challenges when moving from one health care setting to another. Globally, health-care systems are not structured to meet the needs of most patients or caregivers during transitions between settings. Discussion in this session will look at initiatives that are improving transitions of care to increase quality of care and patient safety. Tools and resources will be assessed along with the work cur-rently being done by U.S. organiza-tions to identify performance and outcome measures in support of im-proving quality transitions. Seniors and their caregivers are often the only consistent factor involved with transitions. How do we encourage them to play a more active role in their care during transitions?

Cheri Lattimer, RN, CMSA Executive Director, Case Management Inc, President, Project Director, National Transitions of Care Coalition, Little Rock, Ark.

4 DOH ASSISTED LIVING UPDATE (QF 2)

Guy Warner, Director, Bureau of Licensure and Certification NYS DOH, Delmar, N.Y.

5 DOH HOME CARE/MANAGED CARE UPDATE (QF 2)

Linda Gowdy, Director, Bureau of Continuing Care Initiatives, NYS DOH, Delmar, N.Y.

Other speakers TBA

6 “CAPITALIZE ON RELATIONSHIPS WITH SOCIAL CRM” AND INCREASE YOUR REFERRALS WITH SOCIAL MEDIA AND ONLINE COMMUNITIES(QF 3,7)The social Web is swiftly transform-ing traditional face-to-face-based marketing strategies into dynamic, viral, interactive relationship-orient-ed communities. Senior health care providers can now leverage social technologies on the Internet (blogs, social media and on-line communi-ties) to reach, attract and engage customers and prospects and build lasting relationships with them like never before. Friends, families, patients and employees are already using the social Web to do research, make placement decisions and have discus-sion with

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friends, neighbors and relatives about their online discoveries, as well as service experience. Partici-pants in this session will discover through successful case studies what Social CRM (Customer Rela-tionship Management) is all about, the rationale for using social media to listen to and join the conversa-tions our customers and prospects already have in order to build lasting and trusting relationships with them and how social media complements traditional marketing strategies and its associated benefits. In addition, participants will learn to access the readiness keys related to implementing social Web for their organizations, along with strategic implementation considerations.

Patty Cisco, President and Founder, Cisco & Co., New Breman, Ohio

7 UPDATE ON FEDERAL AND STATE DEVELOPMENTS IN COMPLIANCE, AUDITS AND ENFORCEMENTS (QF 1,2)

Presenters will discuss changes to the compli-ance, audit and enforce-

ment landscape. The changing roles of the federal and state govern-ments, as well as new techniques

employed by regulators and what that means for providers, will also be addressed.Key topics to be discussed:• OMIG audit activity• False Claims Act amendments• Self-disclosure protocols (federal

and state)

Francis J. Serbaroli, Esq., Greenburg Traurig, LLP, New York, N.Y.

Matthew S. Fenster, Esq., Greenburg Traurig, LLP, New York, N.Y.

8 LESSONS LEARNED FROM GREENHOUSE PROVIDERS – WHAT WE DID RIGHT, WHAT WE DID WRONG DURING OUR TRANSFORMATION (QF 3)The learner will:• Identify the core elements of a

transformed culture as demon-strated in THE GREEN HOUSE® Model: environmental redesign, workforce transformation and person-directed care philosophy.

• Explore current research results related to workflow, clinical outcomes, quality of life and work force redesign.

• Review workforce systems that propel change.

• Hear a provider’s experience with implementation…the successes, challenges and surprises.

Anna Ortigara MS, RN, FAAN, Director Communication and Outreach, THE GREEN HOUSE® Project, Tinley Park, Ill.

Linda Spokane, Director, Analytics & Technical Services, NYAHSA, Albany, N.Y.

Libby Kesner, OTR, Eddy Village Green Educator, Eddy Village Green, Cohoes, N.Y.

James Farnan, Vice President and Administrator, Eddy Village Green, Cohoes, N.Y.

9 REALIZING THE VISION: A STRATEGIC AND FINANCIAL APPROACH TO BUSINESS PLANNING (QF 1,2)

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In this session, we will discuss how organiza-tions articulate their

vision for the future, how they can validate the vision based on data and analysis, and how they embark on project and business planning. We will discuss the process of formulating a strategy, working with Boards, and identifying key questions to be answered. We will discuss key financial information necessary and components of financial modeling and analysis. We will discuss financial decision making and address budgeting, costs, rates and future reimbursement. We will discuss developing strategies to insure adequate and timely reimbursement of capital expendi-

tures and policy implications for less restrictive care settings. We will discuss project financing, the implications and costs of capital, as well identify potential sources of equity. We will give specific examples and walk through how each project unfolded step-by-step. Our panel will also speak about their specific experience with major projects and give their first-hand appraisal of what they did right and what they wished they had done differently. At the conclusion of the session, the attendee will under-stand the key components of project and business planning.

Randi Roy, Senior Health Care ConsultantKathy Gills, ManagerKoy Dever, PrincipalLoeb & TroperNew York, N.Y.

10 SUCCESSION PLANNING AT SELFHELP COMMUNITY SERVICES, INC. (QF 2,6)Today’s boards of directors are requiring their presidents and chief executive officers to develop suc-cession plans for the chief executive and for the management team to insure executive continuity. How does an organization develop a plan that not only meets the board mandates, but can also motivate and develop executives to achieve greater organizational success? This session will focus on how Selfhelp Community Services developed its

succession plan, what the plan’s components are and how it is being used to achieve organizational ex-cellence. It will cover why succession planning is critical along with the policies needed to support the plan, the process Selfhelp Communities used to develop the plan, the com-ponents of its plan and how Selfhelp Community Services obtained buy-in from it executives and board members.

Stuart C. Kaplan, Chief Executive Officer, Selfhelp Community Services Inc., New York, N.Y.

Eugene P. Buccini, Ph.D., President, Buccini Associates, Inc., Professor of Management, Western Connecticut State University, Ossining, N.Y.

4:30 – 5:30 p.m.Exhibit time/Refreshment break

5 p.m.Exhibit raffle drawing

6:15 – 7:30 p.m.PAC Reception at theSaratoga Hilton, Saratoga Springs

7:30 – 10 p.m.Networking Dinner at theSaratoga Hilton, Saratoga Springs

7 a.m. – 5 p.m.Institute Registration

7:15 – 8 a.m.Chair’s breakfast for new members/First-time attendees

7 – 8 a.m.Breakfast Briefings:A deluxe continental breakfast will be served in each session.

1 TECHNOLOGIES AND PATIENT CARE: A DOUBLE-EDGED SWORD(QF 1,3)New technologies are being re-leased to market making it possible to track the location of residents and staff within a facility, as well as tracking the movement of cogni-tively impaired individuals in their homes. While such technologies could revolutionize quality of care and patient safety, they also raise privacy concerns. Providers should also consider how technologies could be used against them.

Kathleen Carver Cheney, Partner, Duane Morris, LLP, New York, N.Y.

2 ADHCC STATE AND FEDERAL UPDATE (QF 1,2)

Christine M. Fitzpatrick, Executive Director, Adult Day Health Care Council, Albany, N.Y.

3 NYAHSA NURSING HOME REIMBURSEMENT UPDATE(QF 1,2)

Patrick Cucinelli, Senior Director of Public Policy Solutions, NYAHSA, Albany, N.Y.

WEDNESDAY, MAY 26, 20104 GRANT UPDATE – EXCEPTIONAL CARE PLANNING AND AMERICORPS (QF 9)

Carol Hegeman, Director of Research, Foundation for Long Term Care, Albany, N.Y.

Debi Buzanowski, Senior Research Projects Coordinator, Foundation for Long Term Care, Albany, N.Y.

5 ACF/AL NETWORKING FORUM (QF 1,2)

Facilitator: Diane Darbyshire, Senior Policy Analyst, NYAHSA, Albany, N.Y.

6 ASSISTED LIVING PROGRAM IN MIXED-USE HOUSING (QF 1,2,3)Offering the Medicaid ALP pro-gram in a mixed-use senior housing residence can be an ideal model of continuous care for the elderly. Co-mingling a private pay popula-tion with one supported by public funding can bring about a culture change – in a very good way!

Allison Nidetz, Administrator, The Village Care at 46 and Ten, New York, N.Y.

Roberta Mikhael, Director of Community Relations, The Village Care at 46 and Ten, New York, N.Y.

7 INVESTING INTURBULENT TIMES (QF 1,2)

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This program helps you look at what we have been through as well

as providing guidelines that have stood the test of time.

William M. Black, Senior Vice President – Investments, UBS Financial Services Inc., New York, N.Y.

8 – 9:15 a.m.NYAHSA Annual Meeting/NYAHSA Services Stakeholders Meeting

9:15 – 10:30 a.m.PLENARY SESSION:HOW BOOMERS WILL TRANSFORM THE HEALTHCARE INDUSTRY FOREVER (QF 7,8,9,10)While trends are already at work shaping the future of healthcare, the forces driven by older baby boomers will have the biggest impact. Boomers – the largest, wealthiest and most influential generation in American history – have transformed society in every phase of their lives. They will do so in the next one. As boomers replace today’s seniors, America’s 65+ segments will grow from 10 to 20 percent of the population. But our research reveals that boomers will be vastly different consumers for healthcare and eldercare support services as they age, transforming healthcare and entire communities to meet their needs and expecta-tions. In this presentation, The Boomer Project demonstrates just how far the healthcare industry will shift from institution-based to home-based care and from “sick care” to true “health care.”

Come away with insights on what this means for entire communities planning for the doubling of their senior population. Boomers will not only age in place, they will usher in a profound new beginning for health as we know it for all generations.

Learn the practical steps communi-ties should be making now to get ready for the age wave.

Matt Thornwell, Founder & President, The Boomer Project, Richmond, Va.

10:45 a.m. –12:45 p.m.

Concurrent Sessions:1 WORKFORCE COST-CUTTING STRATEGIES IN TODAY’S ECONOMY (QF 6)

John M. Bagyi, Esq., SPHR, Partner, Bond Schoeneck & King, PLLC, Albany, N.Y. 2 THE VIRTUAL SENIOR CENTER(QF 1,3,8)This session will describe an in-novative public-private partnership project that demonstrates how technology can enhance aging-in-place for homebound seniors. As seniors age, many become home-bound due to physical or mental illness, injury, or various age-related disabilities. Unable to visit their local senior centers or participate in outside activities with their friends, many homebound seniors become increasingly isolated and lonely, which can lead to depres-sion, poor health and a lower quality

of life. For homebound seniors, using technology and the Internet to stay connected to family, friends and community services can yield tremendous health and wellness benefits by enriching their lives and providing greater access to health resources. Technology can help preserve seniors’ independence by enabling family members, caregiv-ers and healthcare professionals to monitor their health.

Leo Asen, Vice President Senior Communities, Selfhelp Community Services, New York, N.Y.

Jack York, CEO/Founder, It’s Never 2 Late, Centennial, Colo.

Caryn Resnick, Deputy Commissioner, NYC Department of Aging, New York, N.Y.

3 TELEHEALTH…HOME HEALTH AND HOSPICE (QF 1,2)New funding and new emphasis have re-invigorated approaches to chronic care management, remote monitoring, sensor-based “smart home” planning and the fields of tele-rehab and tele-stroke. This presentation will also report on the newest grants including the Beacon projects, the latest research efforts, and the personal health space for patient-centered care.

Deborah Randall, J.D., Partner, Arent Fox LLP, Washington, D.C.

4 DIFFICULT FAMILIES(QF 1,2)

We all have them. They cause undue stress to our staff and can interfere in

our everyday routines. This session will identify approaches to dealing with difficult families and discusses two cases (one from New York) that give some guidance regarding legal obligations. This session information is applicable to all levels of care from independent living, to assisted living, to nursing facilities.

Daniel Z. Sternthal, Esq., Associate, Brown McCarroll, L.L.P., Austin, Texas

5 HOW TO MARKET HEALTHCARE AND SENIOR LIVING TO BOOMERS…LEARN THE NEW RULES FOR SELLING AND MARKETING TO BOOMERS(QF 7,8,9,10)This engaging presentation brings to life the size, value and impor-tance of today’s Boomer Consumer for all industries today — despite the fact that more than half of them have aged out of the golden demo-graphic of 18-49. Matt Thornwell shares findings from the Boomer Project’s own national research

among baby boomers. He shows examples, good and bad,

of marketers trying to reach this segment and delivers seven tactical and practical tips and techniques for better connecting with older boom-ers. Audience members will learn...• Why boomers now behave the

way they do (hint: it’s rooted in boomer psychology, sociology and anthropology).

• The importance of structuring messages that is emotionally meaningful and positive.

• Why a well-crafted story will trump any facts.

The session can provide a 30,000-foot view or can drill down into specific tactical ideas that you can begin implementing the next day.

Every day more than 10,000 baby boomers celebrate their 50th birth-day, and the first boomers turned 60 in 2006. They spend more than $2 trillion annually on consumer goods and services. Help your organization get an advantage by learning more about today’s boomer.

Matt Thornwell, Founder & President, The Boomer Project, Richmond, Va.

6 THE NUTS AND BOLTS AND POTENTIAL PITFALLS AND RISK AREAS OF JOINT VENTURES INVOLVING NOT-FOR-PROFIT ENTITIES (QF 1,2)

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Brian McGovern, Esq., Partner, Cadwalader, Wickersham and Taft, New York, N.Y.

7 HOW TO DESIGN AN EFFECTIVE CORPORATE STRUCTURE FOR GROWTH(QF 1,2)

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As you develop your growth plans, you will need a strategy to

manage that growth. During this session, the presenter will discuss several things you need to consider:• What is the best corporate struc-

ture?• Should you always form a new

corporation?• How do you know when you have

too many programs/activities in one corporation?

• Will you need business partners? Do you want to consider a joint venture?

• Can you collaborate with a for-profit company and still maintain control?

• How many boards do you need (or want)?

• How do you allocate costs among the various companies?

• Should you consider adding a “for-profit” activity to your overall corporate structure?

• And more….

John Olsen, CPA, CFE, Partner, The Bonadio Group, Albany, N.Y.

8 SECTION 2803-D REPORTING REQUIREMENTS (QF 1,2)Unfortunately abuse, mistreatment and neglect of individuals who live in residential health care facilities are continuing problems in New

York. Suspected cases are, how-ever, reportable events under state law. In this session, we will discuss what specific policies residential health care facilities should have in place and we will provide an over-view of what triggers the reporting requirement; what the investigative process entails (including the rights of persons reporting such events); and the potential consequences for (i) failing to make a required report and (ii) substantiated cases of abuse, mistreatment or neglect.

Lourdes Martinez, Esq., Garfunkle, Wild and Travis, P.C., Great Neck, N.Y.

9 WEATHERING THE STORM: OPERATIONAL STRATEGIES TO ENSURE FUTURE SUCCESS(QF 1,2)Today’s difficult economic times have created many challenges for senior living providers. Preserv-ing the organization’s mission and ensuring a sustainable business plan for the future requires careful opera-tional and fiscal management. This session will address the key internal operational and financial facets that providers should focus on, not only to survive these difficult times, but to ensure that sufficient capital is being generated to provide a platform for organizational growth. During this session participants will learn the latest thinking and techniques for using operational as-sessment to assist them in optimiz-

ing financial performance through focus on clinical management and key resident services. Additionally, attendees will learn how to identify diagnostic techniques available to avoid risk and enhance operations. Real-life client case studies and profiles will be utilized during the discussion to illustrate the applica-tion of key principles discussed.

Susan M. Davis, Director, Operational Improvement, ParenteBeard LLC, Mechanicsburg, Pa.

William T. Smith, Ph.D., President/Chief Executive Officer, Aging in America, Bronx, N.Y.

10 INNOVATIVE SMALL GROUP HOUSING MODELS FROM NORTHERN EUROPE AND ASIA(QF 1,2,3)Northern European housing for the mentally and physically frail has a 40-year history of clustering units in small groups – similar to what is cur-rently proposed in “small houses” initiatives throughout the United States. This session takes a broader conceptual and evaluative look at innovative housing approaches for the frail in Denmark, Finland and the Netherlands by comparing/contrast-ing them with examples from this country. The presentation will raise the SO WHAT question – forcing us to confront the relevance of these practices to our culture.

Victor Regnier, Professor, University of Southern California, Los Angeles, Calif.

11 MISSION IN THE MIDDLE: THE AFFORDABLE CHALLENGE(QF 1,3)This session will explore ideas and methods for providing high qual-ity, affordable senior housing and services to those who cannot afford high-end senior living and may not necessarily qualify for subsidized housing – and why this is a social agenda that our profession must solve.• Explore how middle-class seniors

are underserved in today’s senior industry. Discuss how to address this issue in the face of accelerat-ing changes in resident expecta-tions, economics and market trends – and why this is a social agenda that our industry should help solve.

• Look at examples through case studies of how some senior com-munities are effectively imple-menting the business model for affordability and how they are giv-ing residents the key to providing affordable retirement services.

Tye Campbell, PE, President, SFCS, Inc., Roanoke, Va.

Timothy J. Mueller, AIA, SFCS, Inc, Roanoke, Va.

12 THE MDS 3.0 – WHAT AN ADMINISTRATOR NEEDS TO KNOW (QF 1,2)

Sandy Biggi, BSN, SNT, RAC-MT, C-NE, Director of ProCare/Sr. Policy Analyst; Jennifer Pettis, RN, RAC-MT, C-NE, Sr. Policy Analyst/NYAHSA ProCare Consultant, NYAHSA, Albany, N.Y.

12:45 – 2 p.m.Awards luncheon

2 – 4 p.m.Concurrent Sessions:

1 USING A SENSE OF URGENCY TO LEAD CHANGE (QF 2,6)The pace of life is ever-increasing. We are transitioning to a world where change is constant. Often we can articulate our plan for change creating the strategic plan, related action steps and goals to carry it out; however, all too often the plan sits on a shelf gathering dust. Using the insights of change guru, John Kotter, through his book, A Sense of Urgency, published in 2008, we will explore his insights into using urgency to drive change. We will apply these insights to changes that senior living providers face on a daily basis.

Pamela L. Richmond, Director Senior living & services ParenteBeard LLC, Steven Hays, Director Senior living & services, ParenteBeard LLC, Sylvania, Ohio

2 HOUSING AND SUPPORTIVE SERVICES: THE FUTURE OF AGING SERVICES (QF 1,2)This session will provide an overview of state and federal issues involved with having supportive services available in senior housing settings. Topics discussed will be national best practices, New York state regulations, federal initiatives and the benefits and possible hurdles for incorporating supportive services

in senior housing. We’ll review best practices developed in New York in-cluding service coordination, agency partnerships, collaborations, NORCs and other successful programs.

Ken Harris, Senior Policy Analyst, New York Association of Homes & Services for the Aging, Albany, N.Y.

Evelyn J. Wolff, Vice President, Real Estate Development, Selfhelp Community Services, New York, N.Y.

3 CREATE A SUSTAINABLE COMPETITIVE ADVANTAGE(QF 1,8)Discover ways you can create and sustain a unique competitive advan-tage in your market place. Iden-tify ways to create programs and services designed and delivered to provide a unique brand-awareness and market expectation that set you apart from your competition. Dis-cover how “listening” to your cus-tomer and “responding” elevates you among providers. Throughout this session you will learn real-life applicable approaches to enhanced customer service, resident satis-faction and building occupancy enabling you to create a sustainable advantage in senior living.

Gale Morgan, Vice President, Sales, Mather LifeWays, Evanston, Ill.

4 WHAT MESSAGE ARE YOU REALLY SENDING TO YOUR MARKET? (QF 7,10)What message are you really send-ing your prospects? What is the message you want to send? Is the message you are sending a “white el-

ephant?” What are you doing or can you do that is really remarkable? If you do not think you are really unique or remarkable…how can you be?

In today’s competitive economy, organizations that want to create a successful new product must create a remarkable new product that the right people seek out.• Target a niche and develop effec-

tive ways to spread your ideas to the consumer who are most likely to buy the product.

• How to make your organization memorable/different….even remarkable!

Bobby Sumner, Retirement Dynamics, Charlotte, N.C.

5 STATE LEGISLATIVE AND BUDGET UPDATE (QF 1,2)

Dan Heim, Senior Vice President for Policy and Program Development, NYAHSA, Albany, N.Y.

Ami Schnauber, Director of Government Relations, NYAHSA, Albany, N.Y.

6 ALBANY COUNTY NURSING HOME “RISE” (RENAISSANCE INTEGRATING STRUCTURED ENHANCEMENT) PROGRAM (QF 1,2,3)Created in the spring of 2008, the Albany County Nursing Home RISE Program is an original, specifically designed clinical milieu for facility residents diagnosed with mild

or moderate dementia. This unique and progressive in-house program, which is believed to be the only one of its kind in the nation, offers struc-tured activity for it participants six days per week for a full seven hours per day. This session will provide details on the participant selection process, evaluation and assess-ment instrument, role of staff, daily calendar of activity, divisional vs. therapeutic activities, mealtimes and clinical and measured outcomes.

Gene Larrabee, Executive Director

Jackie Cahill, CCC-SP, Speech and Language Pathologist

Jennifer Bourque, CCC-SP, Chief of Rehabilitation Services

Erica Salamida, Director of Therapeutic Recreation

Robina Webb, CNA, RISE Staff Member

Albany County Nursing Home, Albany, N.Y.

7 HOW TO SAVE THOUSANDS OF DOLLARS ON YOUR DIETARY COSTS (QF 2)Controlling your food service cost is a necessity in today’s challeng-ing economic climate. But are you aware that just cutting your food purchases and reducing staff is only a small part of dietary cost control

WEDNESDAY, MAY 26, 2010. continued

(and not always the most effective method in the long-term)?

Attend this session and discover the mysterious, often hidden factors that greatly influence your food cost. Learn how to measure and evaluate your food service labor cost to determine the efficiency of your dietary department. This seminar will give you information, methods and tips you can use imme-diately to reduce your food service costs and then keep those costs under control.

It does not have to be difficult! With the right knowledge and ap-proach, you can understand and master your dietary costs!

Kim Hofmann, RD, LD, Becky Dorner and Associates, Akron, Ohio

8 NURSE MANAGERS AS AGENTS OF CULTURE CHANGE(QF 1,2)A unique leadership training program for nurse managers in long term care was developed to empower them to envision, support and facilitate culture change in their work place. The training pro-gram was made possible through a Partner’s Investing Nursing’s Future Grant (PIN) funded by the Robert Wood Johnson Foundation, Northwest Health Foundation and the Daisy Marquis Jones Founda-tion. A collaboration of five private not-for profit senior living com-munities in Rochester, including St. Ann’s Community, St. John’s Senior

Communities, Jewish Senior Life, Friendly Senior Services, and Episco-pal Senior Life Communities, (The Senior Health Alliance of Greater Rochester) and the Wegman School of Nursing at St. John Fisher Col-lege developed the program. The nurse manager is pivotal for the suc-cessful transformational change to person-centered care. This session describes the process to develop nurse manager skills and competen-cies that will support this visionary approach for cultural change.

Marilyn L. Dollinge, Associate Dean and Chair of UG Nursing Program, Wegman School of Nursing, St. John Fisher College; Co-PI of RWJ/NWHF Grant, Rochester, N.Y.

Kathleen H. Dever, Assistant Professor in Undergraduate and Graduate Programs of Wegman School of Nursing, St. John Fisher College; Co-Trainer of RWJ/NWHF Grant Leadership Training program, Rochester, N.Y.

9 VOLUNTARY DISCLOSURE TO GOVERNMENT AGENCIES(QF 1,2)

The Federal Department of Health and Human Services’ Office of

Inspector General has had a voluntary disclosure program in place for many years for health care providers to investigate and self-report potential violations of federal criminals, civil or administra-tive law. In 2009, the New York State Office for Medicaid Inspector General promulgated a self-disclo-sure guidance document for

providers to report the receipt of inappropriate payments of Medicaid program funds. Nursing facilities should be knowledgeable of circumstances under which it is appropriate, or even a requirement, to follow either disclosure protocol.

Jeffrey Adest, Esq., Partner, Garfunkel, Wild & Travis, P.C., Great Neck, N.Y.

10 HOME CARE COMPLIANCE(QF 1,2) This area is exploding with in-vestigations of both CHHAs and licensed agencies, with challenges in government reimbursement from MedPac and OIG Reports, with new pressures for quality and outcomes through OASIS changes and P4P. Presentation will cover how to up-date internal compliance audits and how to educate boards about their shared responsibility for compliance.

Deborah Randall, J.D., Partner, Arent Fox LLP, Washington, D.C.

11 PATH TO THE FUTURE: VISIONARY WOUND CARE(QF 1,2)

VISION

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This sessionwill address:

• lessons learned in a field hospital in Haiti:

• A national picture in 2010: demo-graphics, emerging trends, fiscal intermediaries, sources of grants and other funds

• Putting current data into perspective

• Sharpen your Focus to 2020 vision regarding: supplies, resources: the POWER of TEAM, choices, preven-tion versus negative outcomes, and building blocks: what works to make the difference lasting – a little science to sharpen under-standing of skin care and wound healing, and

• Putting it all together: quality analysis of your program.

Elizabeth Limouze Enriquez, RN, BSN, MPH, CWOCN, Wound Care Specialist, Regional Wound Consultant, Stonebridge Medical, Pelham Manor, N.Y.

4 – 5 p.m.CLOSING SESSIONOVERCOMING RESISTANCETO CHANGE (QF 2,6)Why is it that most organizations struggle mightily to make real change? Whether it is consolidating a merger, re-engineering business processes, restructuring, changing

If your actions inspire others to dream more, learn more, do more and become more, you are a leaderJohn Quincy Adams

value propositions, introducing new IT systems, relocating premises or any other type of change, all too often the process is derailed by the resistance of employees. Resistance to change is one of the most power-ful drivers of human behavior, and the key to dealing with it effectively is to understand both its physical and emotional components.

Christopher Ridenhour, Director of Core Competency Training, Liberty Lutheran Services, Philadelphia, Pa.

5 p.m.Institute conclusion/drawing

BIG SAVINGS FOR YOUR FACILITY

If your facility sends:Three full delegates to the Spring Institute, the third and subsequent registrants will receive $75 off the full delegate registration fee (all registra-tions must be sent simultaneously).

DON’T WANNA MISS A THING?Maybe you are saying to yourself: “There are a lot of great sessions at this year’s Institute. I can’t decide which sessions to attend.” Why miss anything? Bring additional staff with you to Saratoga and take advantage of all the substantive programs. NYAHSA will even help you with savings on the conference registration fees.

SARATOGA’S CONVENTION AND TOURISM BUREAUInformation on restaurants, attractions, lodging and services of Saratoga Springs will be available Monday, May 24 from 4:30 to 7:30 p.m. and Tuesday, May 25 from 8 a.m. to Noon in the City Center Gallery.

RECREATIONAL EVENTS/OPPORTUNITIESTake advantage of Saratoga’s famous recreational activities:• Mineral baths and massages• Quaint sidewalk cafes, dozens of specialty

shops and boutiques• National Museum of Dance, The Racing

Museum, Yaddo• Additional information regarding these activities

and more can be obtained through the Saratoga Convention and Tourism Bureau, 518-584-1531, www.discoversaratoga.org.

NYAHSA MISSION STATEMENTTo create the future of aging and continuing care services in New York state.

MONDAY,

MAY 24, 2010

1. Executive Pre-ConferencesWe are offering four different pre-con-ference programs*There is an additional registration fee for attending the pre-conferences.

2. NYAHSA Golf TournamentDetails regarding NYAHSA’s An-nual PAC Golf Tournament has been released. For information, contact NYAHSA at 518-449-2707.

3. Wine, Cheese and Chocolate PartySaratoga Springs City Center5:30 – 7 p.m.

TUESDAY,

MAY 25, 2010

1. The Spring Institute ExhibitionThis is a one-day show on Tuesday, May 25. Your morning coffee, lunch and refreshment breaks will be served in the exhibit hall on Tuesday. The ex-hibitor raffle will conclude the events of the day at 5 p.m. Take this opportu-nity to view the products and services available to you as long term care pro-viders. If you would like an exhibitor prospectus to pass on, please contact NYAHSA at 518-449-2707.

2. PAC Kickoff ReceptionSaratoga Hilton, Saratoga Springs6:15 – 7:30 p.m.

3. Dinner/EntertainmentSaratoga Hilton, Saratoga Springs7:30 – 10 p.m.Enjoy an evening of delicious food, open bar and the companionship of good friends.

WEDNESDAY,

MAY 26, 2010

1. Chair’s New Member/ First-Time Attendee Breakfast7:15 – 8 a.m.Become more familiar with NYAHSA while enjoying a continental breakfast. Find out how you can become a vital part of your association.

2. NYAHSA Annual Meeting/ NYAHSA Services Stakeholders Meeting8 – 9:15 a.m.

3. Awards Luncheon12:45 – 2 p.m.Join the NYAHSA leadership at this special luncheon honoring your colleagues for their outstanding contributions to senior services. Congratulations to all!

4. Institute Conclusion/Drawing5 p.m.At the final session, completed Institute eval-uations will be collected for a prize drawing of a free registration to the 2011 Institute. You must be present to win!

SPECIAL EVENTS

“There isn’t a shortage of remarkable ideas – every business has opportunities to do great things – there’s a shortage of the ‘will’ to execute them…RISK”Seth Godin, Author of A Purple Cow

MONDAY, MAY 2411 a.m. – 4 p.m.1 Executive Pre-Conference: QUALITY INDICATOR SURVEY – WHAT YOU MUST KNOW!Kenneth Daily, President, Elder Care Systems Group, Fairborn, Ohio

Kenneth Daily, LNHA, president, Elder Care Systems Group, is a na-tionally recognized leader with wide-ranging experiences in advancing long term health care. Since 1986, Mr. Daily has worked in a number of varied capacities including serving as the director of the office of the Long Term Care Ombudsman, vice president of a national consulting and software development firm, long term care consultant special-izing in technical assistance, quality improvement, regulatory compliance and education for a broad range of healthcare engagements, nursing home administrators and facility co-owner/operator. Kenn is a highly regarded and engaging speaker who is a member of the Ohio Health Care Association Board of Trustees. Kenn was recognized recently by the AHCA as a Rising Star - Future Leader for his commitment to the long term health care profession.

FEATURED SPEAKERS

1 – 5 p.m.2 Executive Pre-Conference: BUSINESS MODEL INNOVATION: AN INTENSIVE WORKSHOP FOR SENIOR EXECUTIVESJeff De Cagna, Chief Strategist and Founder, Prin-cipled Innovation LLC, Arlington, Va.

Jeff De Cagna is chief strategist and founder of Principled Innovation LLC, and the association commu-nity’s leading voice for innovation. After serving as an association executive for more than a decade, Jeff founded Principled Innovation LLC in 2002 to help organizations realize their full potential by thinking differently about the future. He is an author, speaker and advisor to associations across North America and around the world.Jeff is one of the “Five Independent Thinkers” who wrote the ground-breaking book, We Have Always Done It That Way: 101 Things About Associations We Must Change. A graduate of The Johns Hopkins Uni-versity, Jeff earned a master’s de-gree from Harvard University. Jeff also holds an executive certificate in strategy and innovation from the MIT Sloan School of Management.

2– 5 p.m.3 Executive Pre-Conference: COMPREHENSIVE LEGAL UPDATEBrian McGovern, Esq., NYAHSA counsel, Partner, Cadwalader, Wick-ersham & Taft LLP, New York, N.Y.

Brian McGovern has provided legal counsel and representation to health care and not-for-profit clients since joining Cadwalader, Wickersham & Taft LLP in 1993. His knowledge and experience span the breadth of legal issues that confront the provider community, including providing counsel and advocacy on reimbursement issues; responding to government audits and investi-gations, including Medicare fiscal intermediary audits and New York State Office of Medicaid Inspec-tor General (OMIG) and Attorney General Medicaid Fraud Control Unit (MFCU) inquiries; counseling health care providers on regulatory compliance; assisting providers on rate appeals, certificate of need applications, property tax exemp-tion applications and appeals, and other submissions to administrative and regulatory agencies; respond-ing to patient-care survey deficiency citations; and representing provid-ers in administrative hearings and litigation in state and federal courts. The providers represented during his career at Cadwalader include nursing homes, home care agencies, hospices, hospitals, continuing care retirement communities and pediat-ric facilities.

12:30 – 3:30p.m.4 Executive Pre-Conference: FACILITY TOUR: EDDY VILLAGE GREEN

Eddy Village Green is the first-of-its-kind community in the state. Modeled after THE GREEN HOUSE®, an innovative concept that transforms traditional skilled nursing home care for seniors, this new community offers a new ap-proach to nursing home care, one that eliminates the conventional, institutional feel of traditional nurs-ing facilities. Once completed, the campus will feature 16 ranch-style houses with each house accommo-dating 12 residents for a total of 192 seniors. The homes are complete with private bedrooms and baths, family-style country kitchens and living/dining areas. While the houses are homes in every way, security and technology are built in to insure resident safety.

Staff who care for elders in this new model are CNAs (certified nursing assistants) and are referred to as a "shahbaz" (singular) or "shahbazim" (plural). They are specially trained and encouraged to be more en-gaged in the lives of the residents, much like family members. Specific directions will be sent with your conference confirmation letter.

TUESDAY, MAY 25KEYNOTE ADDRESS: VISION 2020

8:30 – 9:30 a.m.

VISION

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Nancy E.Rehkamp, Princi-pal, LarsonAllen, Minneapolis, Minn.

Nancy Rehkamp, principal at Larson-Allen, specializes in market strategy, and program and operational plan-ning for acute and post acute health care organizations. Her knowledge and experience within these disci-plines and provider organizations provides clients with an integrative perspective to health care planning issues and opportunities.

Nancy has 25 years of health care experience, including long term care operations, acute care hospital ad-ministration, rehabilitation services, and home care and hospice man-agement. Her post acute care focus has been on planning, developing and operating rehabilitation, geriat-ric, ambulatory care; long term care, sub-acute care, and home care ser-vices and programs. Nancy earned a Masters in Public Administration from the University of Kansas and a BS in Accounting and Business from the University of Kansas. In addition, she completed the Masters Forum on Information Technology from the University of Minnesota. She is a frequent speaker to state hospital and senior living associations.LarsonAllen LLP (LarsonAllen) is

a professional service firm that provides assurance, accounting, tax, reimbursement, consulting, and advisory services to senior living organizations.

Randy Rollinson, President, LBL Strategies, Ltd., Chicago, Ill.

Randy Rollinson is president of LBL Strategies, LTD, a Chicago-based education, training and consulting company that specializes in sup-porting progressive organizations in defining and executing their strate-gic direction and operational plans. Over the past 20 years Mr. Rollinson has focused exclusively on strategic management education, consulting and facilitation.

He has designed, developed and delivered a number of successful business management programs, including the Certificate in Strategic Management, which won the Exemplar Award from the International Association for Continuing Education, as an “exemplary, outstanding results-oriented program.” From 1985 through 1999, he collaborated with DePaul University and the University of Illinois at Chicago to offer an award-winning five-month Certificate in Business Administration program. In this capacity, he taught strategic management and board development to more than 1,500 small business owners and

executives. He teaches strategic management in the MBA program at the College of Business Administration at the University of Illinois at Chicago. Mr. Rollinson has been an adjunct faculty member or instructor at the University since 1991. In this capacity, he completed an eighteen-month project in Poland for the U.S. Agency for International Development.

WEDNESDAY, MAY 26Plenary SessionHOW BOOMERS WILL TRANSFORM THE HEALTHCARE INDUSTRY FOREVER

9:15 – 10:30 a.m.Matt Thornhill, Founder and President, The Boomer Project. Richmond, Va.

Matt Thornhill, a thought leader in the field of baby boomer studies, synthesizes the firm's proprietary research and third-party sources with feedback from his extensive personal network to develop you-heard-it-here-first insights into the boomer consumer and emerging trends in boomer behavior.

Matt partnered with SIR to bring the Boomer Project to life in early 2003. Besides overseeing research and consulting work for clients, he speaks frequently and leads work-shops around the country.

He is co-author of the acclaimed new book, Boomer Consumer: Ten New Rules for Marketing to Amer-ica's Largest, Wealthiest and Most Important Demographic Group, and he contributes columns to the Boomer Project's "Viva the Vital!" column. He is quoted frequently by media around the world, and he appears as a speaker or workshop leader in events around the country more than 40 times a year.

WEDNESDAY, MAY 26Closing SessionOVERCOMING RESISTANCE TO CHANGE

4 – 5 p.m.Christopher Ridenhour, Direc-tor of Core Com-petency Training, Liberty Lutheran Services, Philadel-phia, Pa.

Christopher Wayne Ridenhour: Humorist, storyteller, health care professional, career coach, “motiva-tionalist,” retreat leader, shenanigan enthusiast, Mom’s favorite.

Characterized by a highly interactive and participatory style, Christopher Ridenhour provokes audiences to consider how interpersonal relation-ships impact our customer service and/or cultural change initiatives. Science, principles of organiza-tional development, and lots of observational humor are used to demonstrate human motivations and behaviors in our care facili-ties. Participants walk away with strategies and techniques that encourage engagement, account-ability, and passion from both the front line staff as well as the facil-ity's leadership team. As director of Core Competency Training for Philadelphia-based Liberty Lutheran Services, Christopher develops and

delivers high-impact staff trainings focused on heroic communication and listening, powerful caring and compassion, aspects of inspired leadership, total team commitment and world-class supervision, among other critical employee skills.

He has hosted several Emmy-nomi-nated and/or awarded public affairs television programs throughout Pennsylvania and New Jersey. For his efforts, in 2003, Christopher was recognized by the Pennsylvania Association of Broadcasters with the PAB Award for Excellence in Broadcasting Competition: Public Affairs Program.

GENERAL INFORMATION

Registration Fees NYAHSA Members/ Non-members Trustees Before After Before After May 4 May 4 May 4 May 4

Pre-Con May 24

Pre-Con 1 $145 $170 $195 $220

Pre-Con 2 $130 $155 $180 $205

Pre-Con 3a (entire three hours) $100 $125 $150 $175

Pre-Con 3b (two hours) $75 $100 $125 $150

Pre-Con 4 $100 $125 $150 $175

Full $475 $575 $575 $675

Tues., May 25 $250*• $300*• $300*• $350*•

Wed., May 26 $250* $300* $300* $350*

*Tuesday and Wednesday daily fee includes lunch.•Fee does not include admission to dinner/entertainment on Tuesday evening.

NEW THIS YEAR – A BEST VALUE PACKAGEPending speaker permission, educational sessions will be taped at the Spring Institute and available online after the conference for you to access for information. There are so many great sessions at the 2010 Institute – don’t miss any of them! For an extra $200 added to the full registration fee, you will be able to access all the programs online.

Hotel AccommodationsNYAHSA Conference attendees have FREE Parking!

Here’s how!When you approach the hotel parking lot, go to the gate, push a white button and receive a ticket. Bring the ticket to the front desk in exchange for a room card; no charge will be applied for parking, and the room key will allow access in and out during the stay. Commuters can bring the ticket to the front desk to have it validated.

The Saratoga Hilton Hotel and Conference Center offers a modern, boutique-style décor. Guest rooms feature premium cable television and wire-less Internet access in addition to other amenities such as modem/data port, cordless

Registration InformationThe registration fee for Full Institute Delegates includes conference materials, attendance at all sessions, two deluxe continental breakfasts, two luncheons, Institute Wine, Cheese and Chocolate Party and our Tuesday evening dinner event. Registration in advance is strongly advised. To take advantage of the early bird registration offer, the conference registration form must be faxed or postmarked on or before May 4. Additionally, pay-ment or voucher must be received by May 26; otherwise you will be charged the late registration fee. Cancellations received by May 18 are refundable, less a 25 percent administrative fee. Cancellations must be received in writing by fax: 518-434-4385, attn: Kathy Burke, or e-mail kburke@nyahsa.org. After that, cancellations are subject to forfeiting the entire registration fee. Those who are registered and do not attend the conference and fail to comply with the cancellation policy, will be billed. Substitutions are permitted.

Registration rates continue to be drastically reduced. Our community of aging profession-als is especially feeling the pinch of this difficult economy. In response, NYAHSA will continue reducing the registration fee for the 2010 Spring Training Institute and Exhibition.

phone and speakerphone, in-room video games and movies, compli-mentary daily newspaper, iron and ironing board and self-controlled heating/cooling.

Louis Brindisi and his son, Andy, owners of popular Brindisi’s Res-taurant & Bar in Saratoga Springs, opened the Union Grille in the Saratoga Hilton offering their customers American cuisine in a relaxed contemporary setting and fun atmosphere, specifically a “Gastropub” style concept. Gastropub is a British term for a public house that specializes in high quality food at an affordable price in a “casual-meets-refined” atmosphere that welcomes diners and bar-goers alike. Delight in this truly delicious dining experience.

A two-night minimum stay (Monday and Tuesday) is required on all reservations at the Saratoga Hilton Hotel and Conference Center. A Sunday night stay does not apply toward the minimum requirement.

The registration fee does not include the cost of hotel accommoda-tions. The Saratoga Hilton has provided reduced room rates. Please fill out the enclosed hotel reservation form and send it directly to the hotel. If reservations must be made by phone, please specify that you are attending the New York Association of Homes & Services for the Aging Spring Training Institute and Exhibition.

$155 Single $165 DoubleCheck-in time: 3 p.m.Check-out time: 11 a.m.Because the Institute’s programs begin early, room assignments may not be available when you check in. Arrangements have been made to store your luggage.

If applicable, please present your New York state tax-exempt certifi-cate at the time of reservation or check-in. Please note: If you use your facility’s tax-exempt form, payment for your hotel expenses must be made with a check from your facility or with your facility’s credit card. Payment for hotel expenses cannot be made with a personal check/credit card when you use your facility’s tax-exempt form.Hotel reservations MUST be made by April 22518-584-4000 (phone)518-584-7430 (fax)

Casual Dress is “In” for the 2010 InstitutePlease be aware that the tempera-ture of meeting rooms is difficult to regulate; for your comfort, we recommend dressing in layers and keeping a sweater or jacket handy.

Traveling To AlbanyNYAHSA has designated Plaza Travel as the official travel agent for this year’s Institute. Call Plaza Travel at 800-666-3404 and you will receive the lowest fare available at the time of booking.

Ground TransportationLimousine service to and from the Albany Airport is NOT available through the Saratoga Hilton. Taxi/limousine service costs approxi-mately $65 one way. NYAHSA will provide a shuttle service for our members from the airport to The Saratoga Hilton Monday through Wednesday at a cost of $40 per person, round-trip. Please call Earl Gifford at 518-449-2707, ext. 149, or e-mail egifford@nyahsa.org for further information regarding this service.

NOTE: THERE IS NO ADDITIONAL FEE TO APPLY FOR CONTINUING EDUCATION CREDIT

Institute Continuing Education CreditThe Institute is sponsored by the New York Association of Homes & Services for the Aging (NYAHSA).

This program has been approved by the New Jersey Department of Health and Senior Services Nurs-ing Home Administrators Licensing Board for a total of 18.75 hours of continuing education credit for nursing home administrators. State licensure boards, however, have final authority on the acceptance of individual courses. The 18.75 CEUs include the full conference, plus the five hour pre-conference session.

A certificate of completion will be sent to adult care facility and assisted living administrators upon verification of the hours attended. A maximum of 18.25 hours will be awarded. These 18.25 CEUs include the full conference plus the 5-hour pre-conference session.

All education sessions are applicable for CASP Certification. Graduates certified by the Coalition for Leader-ship in Aging Services (CLAS) may use continuing education credits from this conference towards their CASP certification renewal.

The Institute has been approved for 14 hours of continuing education credit for certified public accoun-tants.

Note: We will no longer be submit-ting a program attendance report to the Florida State Board for Long Term Care Administrators

Name _________________________________________________________________________________________________________________________

Company _____________________________________________________________________________________________________________________

Address _______________________________________________________________________________________________________________________

City/State/Zip _________________________________________________________________________________________________________________

Phone No. (____) _______________________________________________________________________________________________________________

Sharing room with: _____________________________________________________________________________________________________________

_______________________________________________________________________________________________________________________________

(If sharing room with more than one person, list all names.)

Smoking room Non-smoking room

To Guarantee Reservation Only:

Credit card number _____________________________________________________________________________________ Expiration date__________

Type of card ___________________________________________________________________________________________________________________

Authorized signature ___________________________________________________________________________________________________________Credit card will be used for: Guarantee only Payment of charges

A two-night minimum stay (Monday and Tuesday) is required on all reservations at The Saratoga Hilton Hotel. A Sunday night stay does not apply toward the minimum requirement.

Please check preferred accommodations: $155 single occupancy, excluding tax $165 double occupancy, excluding tax King: 1 or 2 persons/one bed Double: 1 or 2 persons/two beds Double/Double: 1- 4 persons/two beds Rollaways: available upon requestThe hotel will attempt to accommodate your request. However, at times this may not be possible and we will provide the best available room.

Arrival date: ____________________________________________ Departure date: ________________________________________________________

Please complete and return this hotel registration form to:The Saratoga Hilton Hotel and Conference Center534 BroadwaySaratoga Springs, NY 12866Attn: Reservationsor fax: 518-584-7430

Hotel Registration NYAHSA 2010 SPRING TRAINING INSTITUTE & EXHIBITIONTHE SARATOGA HILTON HOTEL AND CONFERENCE CENTER

Thank you for requesting reservations at The Saratoga Hilton Hotel and Conference Center. Our entire staff would like to extend a warm wel-come to you during your upcoming meeting.

The Saratoga Hilton Hotel andConference Center534 BroadwaySaratoga Springs, NY 12866518-584-4000 (phone)518-584-7430 (fax)

Reservations must be received no later than April 22, 2010 in order to receive a discounted group rate. Otherwise, full-published rates will apply. All reservations must be guaranteed using a credit card or deposit. Guests may be penalized for early departure. All reservations must be guar-anteed for the entire stay. Unless the reserva-tion is changed prior to arrival, the guest will be charged the full rate for their entire stay. Deposit is refundable if reservation is cancelled 48 hours in advance of arrival and a cancellation number is obtained.

Phone: 518-584-4000If making a reservation by phone, please confirm you are attending the NYAHSA conference to qualify for the special conference rate.

Sunday, May 23 – Wednesday, May 26, 2010

Check-in: 3 p.m.Check-out: 11 a.m.

(Please type or print) Please photocopy for additional registrants.

Name __________________________________________________________________________________

Title ____________________________________________________________________________________

Affiliation _______________________________________________________________________________

Address ________________________________________________________________________________

City _________________________________________State _________________________ Zip _________

E-mail address __________________________________________________________________________

Phone (___) ______________________________ Fax (____) _____________________________________ I am a new member of NYAHSA or a first-time Institute attendee.I plan to be at the conference Wine, Cheese & Chocolate Party on Monday night. Yes No

Wednesday Awards Luncheon(If you are a full conference attendee or a Wednesday daily attendee, you MUST make a meal choice) Duet of Petite Filet Mignon and Pan Seared Sea Bass Chicken Vesuvio Vegetable NapoleonSpecial meal request: Kosher Vegetarian Gluten free(If not specified, a regular meal will be served.)Do you require any special aids/services to attend this conference? Yes No

Registration Fees NYAHSA Members/ Non-members Trustees Before After Before After May 4 May 4 May 4 May 4

Pre-Con May 24

Pre-Con 1 $145 $170 $195 $220

Pre-Con 2 $130 $155 $180 $205

Pre-Con 3a (entire three hours) $100 $125 $150 $175

Pre-Con 3b (two hours) $75 $100 $125 $150

Pre-Con 4 $100 $125 $150 $175

Full $475 $575 $575 $675

Tues., May 25 $250*• $300*• $300*• $350*•

Wed., May 26 $250* $300* $300* $350*

*Tuesday and Wednesday daily fee includes lunch.•Fee does not include admission to dinner/entertainment on Tuesday evening.

ConferenceRegistration

NYAHSA 2010 SPRING TRAINING INSTITUTE & EXHIBITION

NEW THIS YEAR – A BEST VALUE PACKAGEPending speaker permission, educational sessions will be taped at the Spring Institute and avail-able online after the conference for you to access for information . There are so many great ses-sions at the 2010 Institute – don’t miss any of them! For an extra $200 added to the full registra-tion fee, you will be able to access all the programs online.

Big Savings for Your FacilityIf your facility sends:•Three Full Institute Delegates to the Spring Institute, the third and subsequent registrants will receive $75 off the full delegate registration fee (all registrations must be sent simultaneously).

Important!If you are confused about whether you need to order meal tickets, please call your NYAHSA/FLTC conference contact with your questions/concerns. Meal tickets are non-refundable; therefore, incorrect purchases will cost you money. Contact Kathy Burke at 518-449-2707, ext. 138.

Additional TicketsTuesday and Wednesday daily conference registration fee includes lunch tickets,but not dinner tickets.Tuesday lunch with exhibitors:$30 x _____= Total $__________ Tuesday networking dinner$60 x _____= Total $__________ Wednesday Awards Luncheon$40 x _____= Total $__________ Payment Method Check (payable to FLTC) MasterCard VISA AMEX DiscoverCard No. ____________________________________________________________ Exp. date:_________Cardholder’s name (exactly as on card) ___________________________________________________Authorized signature ___________________________________________________________________Customer Code: ________ (This is the 3-digit number on the back of your credit card near the signature strip.)

Please make check payable to: FLTCComplete form and return with payment to:FLTCAttn: Mark Klender150 State Street, Suite 301Albany, New York 12207-1698Phone: 518-449-2707 Fax: 518-434-4385

As you may know, from time to time NYAHSA photographs our members and other confer-ence participants during the conference and videotapes conference events. We often feature participants' pictures (and video recordings) from our conferences in NYAHSA publications or on our Web site. By registering for and attending the conference, you acknowledge and agree that your name and photo (or video recording) taken at the conference may be used in this manner.

Please fill out both sides of this form. Thank you.

Workshop SelectionsMONDAY, MAY 24

Please check your choices:Concurrent Executive Pre-Conference Sessions: Pre-Con 1: Quality Indicator Survey ($145) ............................................11 a.m. – 4 p.m. OR Pre-Con 2: Business Model Innovation ($130) ........................................1 – 5 p.m. OR Pre-Con 3a: Comprehensive Legal Update ($100 for entire three hours) ... 2 – 5 p.m. OR Pre-Con 3b: Comprehensive Legal Update ($75 for two hours) ..............2 – 4 p.m./3– 5 p.m. OR Pre-Con 4: Facility Tour: Eddy Village Green ($100) ...............................12:30 – 3:30 p.m.___ I plan on attending the Institute Wine, Cheese and Chocolate party___ I do not plan on attending the Institute Wine, Cheese and Chocolate party

7 – 9 p.m. Good and Plenty: Enrich Your Life of Abundance with a Rich Sense of Humor

TUESDAY, MAY 258:30 – 9:30 a.m. Keynote Address: Vision 2020

10:30 a.m. – 12:30 p.m. Vision 2020…continued

2:30 – 4:30 p.m. From Wall Street to Main Street Senior Co-Housing Safe Transition of Care for Seniors DOH Assisted Living Update DOH Home Care/Managed Care Update Social CRM Update on Federal and State Compliance, Audits and Enforcements Lessons Learned from Greenhouse Providers Strategic Business Plan Development/Management Succession Planning at Selfhelp Community Services

7 – 8 a.m.Breakfast Briefings Technologies and Patient Care ADHCC State and Federal Update NYAHSA Nursing Home Reimbursement Update Grant Update: Exceptional Care Planning and AmeriCorps ACF/AL Networking Forum Assisted Living Program in Mixed-Use Housing Investing in Turbulent Times

7:15 – 8 a.m. Chair’s breakfast for new members/First-time attendees

8 – 9:15 a.m. NYAHSA Annual Meeting/NYAHSA Services Stakeholders

Meeting

9:15 – 10:30 a.m. Plenary Session: How Boomers Will Transform the Healthcare

Industry Forever

10:45 a.m. – 12:45 p.m. Workforce Cost-Cutting Strategies The Virtual Senior Center TELEHEALTH…Home Health and Hospice Difficult Families How to Market Healthcare and Senior Living to Boomers Joint Ventures How to Design an Effective Corporate Structure for Growth Section 2803-D Reporting Requirement Weathering the Storm Innovative Small Group Housing Models Mission in the Middle The MDS 3.0

2 – 4 p.m. Using a Sense of Urgency to Lead Change Housing and Supportive Services Create a Sustainable Competitive Advantage What Message are You Really Sending to Your Market? State Legislative and Budget Update

Albany County Nursing Home RISE Program Save on Dietary Costs Nurse Managers as Agents of Culture Change Voluntary Disclosure to Government Agencies Home Care Compliance Path to the Future: Visionary Wound Care

4 – 5 p.m. Closing Session: Overcoming Resistance to Change

NOTE: If you recruit a company that has not previously participated in the Spring Institute as a sponsor, you will receive the following discount:1 new sponsor $ 50 savings2 new sponsors $100 savings3 or more new sponsors FREE REGISTRATION!

Call NYAHSA for an exhibitor prospectus or specialty sponsor packet.

WEDNESDAY, MAY 26

Please fill out both sides of this form. Thank you.

Easy-listening, interactive plenary session free of charge for all full confer-ence registrations. Pre-conference or daily attendees may register for this session for only $50. CEUs available, details on page 3.

Supplemental rooms have been reserved at the hotels below. Reservations for these hotels must be made by telephone. To receive discounted rates, please specify that you are at-tending the New York Association of Homes & Services for the Aging’s Spring Training Institute and Exhibition.

DO NOT USE THE HOTEL RESERVATION FORM IN THIS BROCHURE FOR RESERVA-TIONS AT THE SUPPLEMENTAL HOTELS.

1. The Gideon Putnam Hotel24 Gideon Putnam RoadSaratoga Springs, NY518-584-3000800-732-1560$139 single/doubleCheck-in time: 4 p.m.Check-out time: 11:00amFive rooms are available for Sunday, May 23,10 rooms for Monday, May 24, and Tuesday, May 25Individuals must guarantee rooms within (10) days of making reservations. Any reserva-tion canceled within 72 hours of arrival will be charged a one-night stay.Cut-off date: April 23, 2010www.gideonputnam.com

2. Holiday Inn SaratogaBroadway at Circular StreetSaratoga Springs, NY 12866518-584-4550$ 129.95 single Check-in time: 2 p.m.$ 129.95 double Check-out time: 11 a.m.Five sleeping rooms are available for Sunday, May 23 through Wednesday, May 26Sleeping rooms held until 6 p.m. unless guar-anteed by a major credit card or one-night deposit. For guaranteed no-shows, you will be charged for one night’s stay and subsequent night’s reservation will be canceled. Individual reservations may be canceled 72 hours prior to arrival. After this time, deposits will not be refunded. Cut-off date: April 23, 2010www.hisaratoga.com

3. The Inn at Saratoga231 BroadwaySaratoga Springs, NY 12866518-583-1890$134 single Check-in time: 3 p.m.Check-out time: 11 a.m.Five rooms are available for Sunday, May 23- Wednesday, May 26. The Inn at Saratoga requests that all reserva-tions be guaranteed with either a one-night rate deposit or credit card. Hotel will charge a fee equivalent to one night’s room and tax for any no-show reservations. Cancellations will be accepted up to 72 hours in advance of arrival. If cancellation is not received at least 72 hours in advance, a charge equal to the last night’s room and tax will be assessed.Cut-off date: April 23, 2010www.theinnatsaratoga.com

4. The Hilton Garden Inn125 South BroadwaySaratoga Springs, NY 12855518-587-1500$132 single Check-in time: 4 p.m.$132 double Check-out time: 11 a.m.10 rooms are available for Sunday, May 23, and 25 rooms are available for Monday, May 24 and Tuesday, May 25, 10 Rooms for Wednesday, May 26.Cancellations must be received 24 hours prior to arrival date.Cut-off date: April 23, 2010www.hilton.com

5. The Six Sisters Bed & Breakfast149 Union AvenueSaratoga Springs, NY518-583-1173$120 - $140 plus tax single/double rateCheck-in time: 2 p.m.Check-out time: 11 a.m.Rate includes full breakfastFirst-come, first-served for reservationswww.sixsistersbandb.com

6. The Westchester House102 Lincoln AvenueSaratoga Springs, NY518-587-7613$130 - $150 singleCheck-in time: 2 p.m.Check-out time: 11 a.m.First-come, first-served for reservationswww.westchesterhousebandb.com

7. The Marriott Courtyard11 Excelsior AvenueSaratoga Springs, NY518-226-05381-800-321-2211$139 single/doubleCheck-in time: 3 p.m.Check-out time: 11 a.m.12 rooms are available for Sunday, May 23, 35 rooms for Monday, May 24 and 30 rooms for Tuesday, May 25. Cancellations must be received 24 hours prior to arrival date. First-come, first-served for reservations.Cut-off date: April 30, 2010

8. The Hampton Inn25 Lake AvenueSaratoga Springs, NY518-584-2100$149 single/doubleCheck-in time: 3 p.m.Check-out time: 11 a.m.25 rooms are available for Sunday, May 23, Monday, May 24 and Tuesday, May 25Cancellations must be received 72 hoursprior to arrival date.Rooms offered on a first-come, first-servedfor reservations.Cut-off date: April 23, 2010

9. The Saratoga Arms497 BroadwaySaratoga Springs, NY518-584-1775$145 single w/o breakfast$160 double w/o breakfastCheck-in time: 4 p.m.Check-out time: 11 a.m.This is a concierge hotel under the personal supervision of the proprietor. Across the street from the City Center, this historic building has been recently renovated and decorated as an upscale property. Each room is unique. However, all rooms include antiques, voice mail, data-port, TV, CD player and private baths. ALL ROOMS ARE NON-SMOKING. Reservations taken up to the date of the conference, based on availability.www.saratoga-lodging.com

10. The Marriott Residence Inn295 Excelsior AvenueSaratoga Springs, NY518-584-9600$159 for studio or one-bedroom suiteIncludes free home-style breakfast each morn-ing and complementary evening social Monday – Thursday Shuttle service available to confer-ence hotelCheck-in time: 3 p.m.Check-out time: NoonOne suite is available for Sunday, May 23,Ten suites available, Monday, May 24-Wednesday, May 26.Cancellations must be received 24 hours prior to arrival date.First-come, first-served for reservationsCut-off date: April 23, 2010

SUPPLEMENTAL HOTELS | NYAHSA 2010 SPRING TRAINING INSTITUTE & EXHIBITION

NYAHSA’S Commitment to Quality First

NYAHSA supports the concepts, philosophy and principles set forth in the American Association of Homes & Services for the Ag-ing’s five-year plan, Quality First: A Covenant to Achieve Healthy, Affordable and Ethical Aging Services. In the development of the 2010 Spring Training Institute and Exhibition, the education committee based the selection of several educational programs on the 10 elements of Quality First, providing members with information to enhance their excellence and effectiveness in aging services. The number by each session description cross-references to the elements of Quality First.

QUALITY FIRST ELEMENTS KEY 1=Covenant 2=Governance Accountability 3=Leading-Edge Care and Services 4=Community Involvement 5=Continuous Quality Improvement 6=Human Resources Development 7=Consumer-Friendly Information 8=Consumer Participation 9=Research and Education10=Public Trust and Consumer Confidence

Sponsored by the Foundation for Long Term Care (FLTC), education affiliate of the New York Association of Homes & Services for the Aging (NYAHSA)

Registration rates drastically reduced

New York Association of Homes & Services for the Aging150 State Street, Suite 301, Albany, New York 12207-1698

www.nyahsa.org

PresortedFirst-ClassU.S. PostagePAIDAlbany, NYPermit #203