[re]defining age · Mobile Eye Care Solutions Mobile App Sponsor Rich & Cartmill Armed Intruder Pre-conference session Bethesda Jack York Keynote Partners Pharmacy Charla Long Keynote

[re]defining ageAnnual Conference

SEPTEMBER 10-12, 2014 RENAISSANCE AIRPORT HOTEL ST. LOUIS

CONFERENCE PROGRAM

2014 LeadingAge Missouri Annual Conference Has Gone Mobile! Dear Attendees, Thanks to Mobile Eye Care Solutions, the 2014 LeadingAge Missouri Annual Conference has gone mobile using Guidebook! We strongly encourage you to download our mobile guide to enhance your experience at 2014 LeadingAge Missouri Annual Conference. You'll be able to plan your day with a personalized schedule and browse exhibitors, maps and general show info. The app is compatible with iPhones, iPads, iPod Touches and Android devices. Windows Phone 7 and Blackberry users can access the same information via our mobile site at http://guidebook.com/browse/.

To get the guide, choose one of the methods below:

• Download 'Guidebook' from the Apple App Store or the Android Marketplace • Visit http://guidebook.com/getit from your phone's browser • Scan the following image with your mobile phone (QR-Code reader required, e.g. 'Red

Laser', 'Barcode Scanner')

The guide will be listed under the "Download Guides" section of the application. We thank you for registering and look forward to seeing you in St. Louis! - 2014 LeadingAge Missouri Annual Conference Team

LeadingAge Missouri 2014 Annual Conference2

[re]imagine

What does it mean to redefine age? Our world is changing more rapidly than ever before, and the new era of health care reform and integrated service delivery has shifted the traditional approach to the business of caring for older adults.

Change is inevitable and constant. Great leaders don’t simply hang on and hope to survive. They face challenges head on, forging new pathways for service delivery, seeking new partnerships and reinventing the old models they have

relied upon in the past. Great leaders see opportunity in the midst of change and the opportunity to redefine age at every turn.

At this year’s Conference, we will take a strategic look at how we can seize opportunity and lead our organizations to greatness. We will also be shaking things up a bit. While you will experience the high level speakers and thought provoking presentations you have come to expect at our annual conference, we will also be adding more, offering five specific dynamic learning tracks targeted to members of your dietary, chaplain, resident services, CNA, and marketing teams.

In addition for the first time this year we will also be using a conference “app” to ensure that attendees have the latest information about educational sessions, conference activities and special demonstration and dine around activities sponsored by our strategic partners. This application will allow you to learn about speakers and sessions, map out your day’s events and strategically plan your conference experience. All the while, we will honor our traditions of greeting old friends, meeting new acquaintances and enjoying comfortable camaraderie in a new venue - St. Louis.

We are so glad you are here to relax, rejuvenate, and redefine age with LeadingAge Missouri.

welcome to the 2014 leadingage missouri annual conference!

This year’s conference promises to be the best experience yet for professionals in the aging services field!

What is LeadingAge Missouri?The Premier Organization representing the continuum of aging services in Missouri. Your Voice on Advocacy Issues for affordable housing, assisted living and nursing homes.

Forward-Thinking Leaders dedicated to make Missouri a better place to grow old.

Your source for stellar professional development offering unrivaled opportunities for continuing education through cutting-edge conferences, seminars and workshops.

An extensive network of peers who provide healthy, affordable, and ethical aging services.

The link connecting providers and business partners to improve the quality of aging services.

Visionaries creating the future of aging services of Missouri.

LeadingAge Missouri members include:

• Nursing Homes

• Hospital-based and free standing skilled nursing facilities

• Continuing Care Retirement Communities

• Assisted care living facilities

• Residential homes for the aged

• Senior housing

• Home Health

• Adult Day Care

• Hospice

• Home and Community Based Services and Agencies

[re]defining age • Conference Brochure & Registration Information 3

Three days of a rich exchange of creative and practical ideas to advance your mission

[pre-conference workshop]Armed Intruder – Do You Have a Plan, and Does it Work? (3.0 Admin)Presenter: Paul Fennewald, Center for Education Safety

Conducting an armed intruder/active shooter drill in your facility can seem overwhelming and expensive, but it doesn’t have to be. Paul Fennewald who is with the Missouri Center for Education Safety has been working with law enforcement officials to develop effective, standardized templates which support both law enforcement and facility staff to prepare for such an event. This presentation will share his insight and how the templates can be used by you and your staff to better prepare for such an incident.

The templates and this training embrace current “best practices” on the staff actions and reactions, should an incident occur, both before and during a public safety response to the situation. The active shooter drills template will facilitate evaluation of specific capabilities such as communications within your organization and between staff and public safety and others in a crisis. The templates will tie the drills, which can have several different scenarios, to your facility overall emergency plan, and insure lessons learned from the drills enhance the existing emergency plan.

General SessionsHear engaging and thought provoking presentations from experts and leaders in the field of aging services.

NetworkingCome together with providers, educators, policy makers and strategic business partners from around the state.

Continuing Education Credits50 continuing education hours on a wide range of issues will be offered.

Bring Your TeamLeadingAge Missouri offers education for your entire team

• Chief Executive Officers

• Executive Directors

• Administrators

• Chief Financial Officers

• Housing Professionals

• Nurse Managers

• CNA’s

• Chaplain Services

• Marketing Directors

• Activities Coordinator

• Human Resources

• Trustees

• Facilities Management Professionals

• Medical Directors

• Professionals in Allied Fields (fundraising, architecture, law, financial management, public administration

LeadingAge Missouri is a community of over 150 not-for-profit and mission driven for profit aging services organizations serving residents and clients through continuing care retirement communities, senior housing, assisted living, nursing homes and home and community based services. Our association represents a strong and undiluted voice for not-for-profits and mission driven for-profit in policy, education and public arenas. We advance policies and promote practices that supports, enables and empowers people to live fully as they age.

[re]juvenate


[schedule at a glance]Tuesday, September 912:00 p.m. Registration Opens Grand Concourse Foyer

1:00-4:00 p.m.Pre-Conference Workshop: Armed Intruder Training sponsored by Rich and Cartmill, Inc. Gatwick A/B

4:00-7:00 p.m. Exhibitor Set-up Grand Concourse Ballroom

Wednesday, September 107:00 a.m. Registration Opens Grand Concourse Foyer

8:00-8:10 a.m. Welcome Renaissance Ballroom

8:10-9:30 a.m.General Session featuring Charla Long sponsored by Partners Pharmacy Renaissance Ballroom

9:30 a.m.-9:45 a.m. Break

9:45 a.m.-10:15 a.m. Awards Ceremony Renaissance Ballroom

10:15-12:15 p.m. Business Luncheon Lambert Ballroom

12:30-1:30 p.m. Concurrent Sessions


2:30-3:00 p.m. Break sponsored by First Bank



5:10-5:30 p.m. Break

5:30-7:30 p.m. Exhibit Hall Dine Around Reception Grand Concourse Ballroom

Thursday, September 117:00 a.m. Registration Opens

8:00-9:15 a.m. Keynote, Jack York sponsored by Bethesda Health Group Lambert Ballroom

9:15-9:30 a.m. Break

9:30 a.m.-10:30 a.m. Concurrent Sessions

10:40 a.m.-11:40 a.m. Concurrent Sessions

11:30-2:00 p.m. Exhibit Hall Drawings, Lunch, Demos Grand Concourse Ballroom


3:00-3:30 p.m. Break sponsored by John Knox Village



5:30-7:00 p.m.Mexican Reception and Tequila Toss sponsored by RehabCare and Quality Care Pharmacy Renaissance Ballroom-12th floor

Friday, September 129:00-9:45 a.m. Legislative and Regulatory Update Lambert Ballroom

9:45-11:00 a.m. Living With Alzheimer’s Project (documentary films, Skype Q&A) Lambert Ballroom


12:00 p.m. Conference Ends


[exhibitors and sponsors]LeadingAge Missouri acknowledges our 2014 LeadingAge Missouri Sponsors their generous support.

Mobile Eye Care Solutions

Mobile App Sponsor

Rich & Cartmill

Armed Intruder Pre-conference session

Bethesda

Jack York Keynote

Partners Pharmacy Charla Long Keynote

John Knox Village

Thursday Break

Mediprocity

WiFi-gold

Aegis Therapies

WiFi-silver

BSI Constructors

Bronze Level

First Bank

Wednesday Break Sponsor

RehabCare

Thursday evening reception

Paric

Silver sponsor

BKD

Namebadge sponsor

SEMO Quality Care Pharmacy

Tequila Toss Sponsor

Aberdeen Heights Educational Sponsor


[room maps]


[educational sessions]Tuesday, September 9, 2014 • PRE-CONFERENCE WORKSHOP1:00 pm to 4:00 pm Active Shooter Training

Armed Intruder – Do You Have a Plan, and Does it Work? (3.0 Admin)Presenter: Paul Fennewald, Center for Education SafetyConducting an armed intruder/active shooter drill in your facility can seem overwhelming and expensive, but it doesn’t have to be. Paul Fennewald who is with the Missouri Center for Education Safety has been working with law enforcement officials to develop effective, standardized templates which support both law enforcement and facility staff to prepare for such an event. This presentation will share his insight and how the templates can

be used by you and your staff to better prepare for such an incident.The templates and this training embrace current “best practices” on the staff actions and reactions, should an incident occur, both before and during a public safety response to the situation. The active shooter drills template will facilitate evaluation of specific capabilities such as communications within your organization and between staff and public safety and others in a crisis. The templates will tie the drills, which can have several different scenarios, to your facility overall emergency plan, and insure lessons learned from the drills enhance the existing emergency plan.Objectives:1. Identify current “best practices” for emergency planning for armed intruders/active shooter

incidents.2. Understand the cycle of planning/training/drills as it applies to armed intruders/active

shooter incidents.3. Provide participants with a working resource in the form of emergency planning templates

and drill worksheets which can be utilized in individual facilities to enhance their own emergency preparedness as related to armed intruder/active shooter incidents.

Gatwick A/B

Sponsored by

Wednesday, September 10, 2014

Keynote8:00 am to 9:30 am

[RE] Defining Age: A Worthy Calling (1.0 Admin)Keynote Speaker: Dr. Charla Long, JD, Dean of the College of Professional Studies, Lipscomb UniversityTypically, leaders in aging services feel called to their vocation. This vocational calling translates into an improved quality of life for residents, their families, and the staff members who serve them. Unfortunately, industry challenges and regulatory pressures cause leaders to lose sight of their calling and inhibits their ability to focus on [re]defining age. This

session will allow participants to: 1. Recognize the daily demands that detract from one’s vocational calling;2. Identify personal motivators for choosing a career in aging services;3. Describe six strategies for minimizing stress filled moments, while maximizing one’s

commitment to [re]defining age; and4. Understand how a leader’s satisfaction impacts the quality of life for others.

Renaissance Ballroom

Sponsored by

9:30 am to 9:45 am Break

9:45 am to 10:15 am Awards Ceremony Renaissance Ballroom

10:15 am to 12:15 pm Business Luncheon Lambert Ballroom



Sessions A112:30 pm to 1:30 pm

Making the Impossible Sale (1.0 Admin)Presenter: Michelle Greiner, CEO Elite Business Systems, LLCMost sales people expect objections; but learning how to overcome them is a skill only 10% have mastered in the senior living industry. With family dynamics becoming increasingly difficult, and prospects themselves second guessing their decision to look at their options, mastering the art of skillful closing has become a talent required to sustain high performance and more importantly, high occupancy.Objectives:1. The three depths of restiveness to making the senior housing move.2. Understanding the three human responses to restiveness; Logic, emotion and fight/flight.3. Overcoming “impossible” objections using the ask and probe technique.

ORLY A

Hospital Readmissions: Can You Maintain Margins (1.0 Admin)Presenters: Bob Lane and Tracy Hall Learn what MEDPAC and CMS reported to Congress and how their priorities are affecting change relating to reducing hospital readmissions by improving quality outcomes. In this session you will also learn how to position your organization with tools such as INTERACT to remain profitable while remaining a preferred referral partner with your health systems. Objectives:1. How will the MEDPAC report affect you?2. Why is Hospital Readmissions a concern to CMS?3. What are your new challenges?4. How will payment models change your business?5. What can you do to ensure you become a preferred referral partner?

ORLY B

Brain Health—Activities and Food for Brain Power (1.0 PC)Presenters: Brian Boekhout, National Director of Wellness, Aegis Therapies and Darin Leonardson, Director of Hospitality, Golden LivingThis session will describe opportunities for your organization to enhance the cognitive abilities of your patients, residents and participants. Our panel, which is comprised of a chef and physical therapist, will present the research behind cognitive impairment and memory loss. They will discuss ways for your organization to integrate ancillary services that will help improve the overall cognitive ability of those involved with your program. During the presentation, you will learn how cognitive decline can be slowed, stopped or even reversed through the use of food and activities. We will teach you fun and delicious ways to cook with ingredients that help make people healthier and more vibrant by impacting overall wellness and brainpower. Finally, we will review several activities that cross multiple dimensions of wellness with the goal of impacting cognition. Throughout this session we will strive to help participants identify some fun and logical ways to make a difference in their own organization.Objectives:1. Participants will learn to have an understanding of basic “brain ROI” tied to the foods they

consume.2. Participants will learn and understand how to develop “Eating Smart Deliciously” strategies

to impact brain health at their location, including utilizing a cookbook with brain power recipes.

3. Participants will be able to implement several activities that can be performed to help improve cognitive function.

Gatwick A

[re]juvenate



Sessions A112:30 pm to 1:30 pm continued

Using Clinical Data Components to Drive Optimal Rehabilitation Services (1.0 PC)Presenter: Ron Scharff, MSPT, Assistant Vice President, Research RehabCareDescription: Post- acute care providers continue to find themselves at arms’ length from hospitals/health systems’ post- acute planning. Too often decisions regarding post- acute care, provider inclusion/exclusion, outcomes tracking, and performance improvement, are made without post- acute providers’ input. This session will provide the audience RehabCare clients’ national experience transforming their participation to proactive from reactive.Objectives:1. Communicate key demographic data that articulates changing patient diagnosis within the

post- acute environment2. Understand key clinical metrics for rehabilitation services, which impact and improve

outcomes and align care across acute and post-acute services3. Identify the clinical and executive leaders of hospitals/health systems who have

responsibility for post-acute relationships, strategies and performance4. Articulate effective strategies to engage hospitals/health system leaders in caring for the

increasingly, medically complex patient population

Heathrow A/B

[RE] Defining and Developing Specialty Services for Older Adults in a VBP Environment (1.0 Admin)Presenters: Lynn Freeman, VP Clinical Research, Senior Scientist, Aegis Therapies John Perticone, VP Strategic Partnerships, Golden LivingIn 2011, the Centers for Medicare & Medicaid Services (CMS) issued it final regulations on Accountable Care Organizations (ACO’s). An ACO consists of collaborative networked of providers that are rewarded financially if they slow the growth in spending while maintaining or improving the quality of the care delivered to its’ patients. The advent of Value Based Purchasing (VBP) will require post-acute care providers to build an infrastructure of specialization that will allow for collaborative care using high-quality evidence-based clinical pathways across the care continuum. Participants will learn how development of specialty services will maximize financial and clinical outcomes in managing chronic conditions.Objectives:1. Describe eight essential elements of designing specialty units and programs to meet the

demands of value-based purchasing and use an evidence-based approach to identify populations in need of this service.

2. Translate research finding related to developing specialty services for accountable care organizations and other value-based purchasing payment programs into practice.

3. Describe four or more enhanced clinical and financial outcomes related to developing specialty services in an ACO environment.

LaDue

Sessions B11:40 pm to 2:40 pm

Influencing Senior Care Decisions in a [RE] Defining Age (1.0 Admin)Presenter: Susan Bruker, Lawrence GroupDo you know what your prospective customer look for in a senior living facility? Do you know what activities they want and how to market them? Join Susan Bruker, RA, NHA, principal at Lawrence Group Architects, in learning about how potential customers and their caregivers make decisions regarding where they will live. Susan will share the results of a recent survey of prospective caregivers and customers in the St. Louis metropolitan region as well as discuss trends in the design of senior living facilities. Attendees will take the survey that prospective customers took, and find out how they compared. Attendees will also participate in creating a new survey to send to their target market in order to learn more about their specific demographic.Objectives:1. Learn which factors influence senior care decision making.2. Learn about your target customer, such as how they receive information and what hobbies

they are interested in.3. Understand current trends in the design of senior living facilities.4. Develop a future survey for target customers.

ORLY A



Sessions B11:40 pm to 2:40 pmcontinued

Managed Care Trends and Opportunities with Post-Acute Providers (1.0 Admin)Presenter: Eric Vanderhoef, ConsultantObjectives:1. PPACA (Affordable Care Act) and its impact on managed care2. Care gaps of managed care3. Population healthcare and value based pricing opportunities

ORLY B

[RE] Defining the Art of Plate Presentations (1.0 PC)Presenters: Rob Granburg, Professional Chef, Gordon Food ServicesDemonstrate plating techniques to enhance the visual appearance of meals to help stimulate appetite.Objectives:1. Emphasize plate composition, portioning, symmetrical, asymmetrical and design. 2. How to incorporate foods to be the garnish on the plate. 3. Understand the importance of “eating with the eye” to the overall satisfaction of the dining

experience.

Heathrow A

Patient Navigation – A Positive Move in Health Care Delivery (1.0 Admin)Presenters: Kathy Andrews, Sr. Management, Accenture’s Health and Public Service Practice Jena Schevitz, Sr. Consultant, Accenture’s Health and Public Service PracticeMultiple influencing factors are driving a systemic change in the healthcare system–a change that is driving towards more patient centered care. This session will explore a specific example of the growing focus on population health management – Patient Navigation. The speakers will provide an overview of how patient navigators, embedded as part of a well-balanced healthcare team, and focused on specific patient populations and priority areas, can drive improvements in patient outcomes and bottom line performance. The speakers will share real success stories and show how hiring patient navigators from the community fosters deep patient trust, enhanced community relationships and local job development.Objectives:1. Discuss the current trends influencing change in the healthcare space and how these trends

have brought about changes.2. Articulate the origin and evolution of Patient Navigation3. Describe the principles / key elements of Patient Navigation4. Discuss the current status and future of Patient Navigation in health care, as a profession and

in business.5. Share examples of Patient Navigation success in leading to better engagement and health

outcomes.

Gatrick A

Sponsored by

Creating a Senior Living Sales System (1.0 Admin)Presenter: Michelle Greiner, CEO Elite Business Systems, LLCAttend this session and learn what specific steps you must take, in developing a sales system that will allow you to increase census and maintain a high occupancy. This session will empower you and provide the tools needed to effectively manage and lead your organization to maximizing cash flow within your community. Objectives:1. Capturing and converting traffic2. Creating memorable community experiences3. Identifying your follow up system4. Becoming a closing expert5. Trending and analyzing activity

LaDue



2:30 pm to 3:00 pm Break

Grand Concourse Ballroom

Sponsored by

Sessions C13:00 pm to 4:00 pm

Attraction Marketing Gets Results: Proven Strategies to Draw in Prospects and Help Drive Occupancy (1.0 Admin)Presenter: Dan Gartlan, Stevens & Tate MarketingTop senior living/aging care marketer stay ahead by incorporating key marketing strategies and tactics that enhance efficiencies, optimize budgets and maximize results. Attraction marketing was created to address the challenges that leaders face during economic downturns—and demonstrates proven techniques to improve performance and drive success, even under tight budgets. Well received by numerous national LeadingAge chapters, this session addresses core principles and initiatives designed to make brands, products and services more attractive to prospects in today’s marketplace.Objectives1. Clearly state your marketing objective in measurable and attainable terms so that leaders are

better able to create strategies for future marketing initiatives.2. Understand the importance of your organization’s “Make or Break.” Through discussion

and interactive workshop challenges, participants will create a measurable and attainable marketing objective, to clearly define essential elements that can affect success in the marketplace.

3. Demonstrate understanding of the key strategies of Attraction Marketing so that they can be implemented into your own marketing efforts.

4. Learn how known strategies (such as relevant website content, social media, email and direct marketing PRE and industry/community event participation) can positively impact results when used in tandem. A combination of presentation slides, relevant senior living/aging care case studies and group Q&A keeps the audience engaged and teaches actionable outcomes suitable for implementing right away.

5. Determine measurement of future indicators, activities, progress and results so that leaders can make informed decisions on the direction and success of their programs.

6. Explore marketing march—a proven process that can build your marketing culture and strengthen programs by pushing strategies forward. It creates structure, measurement and accountability for each initiative, through dashboards that monitor and track progress, activities and future indicators against quantifiable metrics.

ORLY A

Financial Makeover: [Re] Vamping Your Business Office (1.0 Admin)Presenters: Julie Bilyeu, Co-Manager, Billing Services, BKD and Lisa McIntire, CPA, Co-Manager, Billing Services, BKDAre you responsible for oversight of billing and reimbursement? Are you successfully implementing strategies for managing your revenue cycle? In the presentation, billing specialists from BKD National Health Care Group will shed light on billing issues and the revenue cycle, from admissions through collections. Implementing a few simple practices into the monthly revenue cycle process can improve reimbursement and cash flow consistency, as well as, help financial managers understand how to effectively oversee the billing operations without drowning in details.Objectives:1. Help those in a financial oversight role evaluate if collections fall within standard

benchmarks.2. Describe key information obtained upon admission that impacts collections.3. Understand the importance of clinical to billing communication.

ORLY B



Sessions C13:00 pm to 4:00 pmcontinued

Meal Plans: Yesterday, Today, and Tomorrow – Part 1 (1.0 Admin)Presenters: William Sibbers, MA and Gerry Lemmer, CDM, CFPPThe evolution of resident meal plans can be traced in multiple markets where we can learn from the mistakes made and current best practices. Do you have a meal plan strategy? If yes, how does it drive new revenue streams? What is your capture rate for disposable income? In this session we will explore past, present, and future senior living trends in resident meal plans, and compare and contrast these trends to a similar environment in a mature market outside of senior living.Objectives: 1. Do you have a meal plan strategy? 2. If yes, how does it drive new revenue streams?3. What is your capture rate for disposable income?4. Contrast trends in senior living

Gatwick A

5 Employee Engagement Secrets Every Senior Living Provider Should Know (1.0 Admin)Presenter: Michelle Greiner, CEO, Elite Business Systems, LLCWith 55% of employees having no enthusiasm for their work (Gallup) it is clear that healthcare providers are operating in challenging times that cause executive leadership to pour hours of time, energy and resources into hiring, training and retaining strategies for employees. Providers spend more time managing issue that arise, placing advertisements for help, interviewing prospective candidates for positions and training staff leading to less time leading the vision of their companies and investing in top talent. In this session, you will learn the key strategies required to decrease turnover and increase productivity and employee management. Attend this session and learn how you can operate in some of the most challenged environments by having a transformed culture that achieves extraordinary results.Objectives: 1. The defined difference between employee satisfaction and employee engagement2. The Follow the Leader Curse3. Understanding Employee Engagement: How it’s measured and what drives it in your

organization4. The power of significance.5. Why respect, competency and integrity are becoming the new standard for engaged senior

living employees.

Heathrow A

Post-Acute Care Networks: A Strategy Consideration for Independent Organizations (Part 1) (1.0 Admin)Presenter: Brent T Feorene, Colonnade Healthcare SolutionsThe healthcare reform act set in motion significant changes in healthcare delivery, emphasizing payment for value, not for quantity. These changes are fundamentally altering existing referral patterns from relationships based on familiarity to those based on outcomes. Referrals sources such as ACOs, health systems and MCOs are aligning with networks of post-acute providers who can deliver value and demonstrate quality in a very competitive cost-profile. Learn how a post-acute care network (PACN) can be one possible strategy for post-acute providers to leverage participants’ capabilities and create a market synergy attractive to referral sources. Objectives:1. Understand the changes healthcare reform has set in motion and the impact of these

changes have on various participants;2. Learn the fundamentals of PACN strategy, including plan development and implementation;

and3. Discuss a case study of a PACN

LaDue



Sessions D14:10 pm to 5:10 pm

Strategies and Tactics for Using Search & Social to Engage and Attract Prospects/Residents (1.0 Admin)Presenter: Nicole Wagner, Stevens & Tate MarketingGain real world perspective on how to take advantage of social media for your audiences with greater success. Well received by many LeadingAge chapters, focus is on how senior living/aging care communities can create a positive impression and maximize impact in the increasingly interactive marketplace. Through an engaging hands-on approach, learn how to enhance your online presence, create efficiencies and strengthen your website, search and social media programs. Relevant industry examples are incorporated to highlight key strategies and tactics that achieve the best results for your market today.Objectives:1. Learn how to take advantage of multiple social media touch points to guide the

conversation about your brand for various goals and purposes.2. Relevant senior living/aging care case studies will demonstrate proven best practices of

popular platforms and explore specific techniques of how to use social medial in the most effective ways for various audiences and goals.

3. Explore the role that social plays in your search results and discover successful new ways to create a positive impression that puts you in front of the right audience at the right time.

4. Specific examples of websites and social campaigns from around the industry will be incorporated to highlight the strategies and tactics that achieve the best results today.

5. Understand how social media and search engine marketing fit into your overall online strategy and marketing objectives, and the importance of aligning individual initiatives.

6. Challenges of real world applications are combined with interactive discussion to encourage actionable thinking on how to apply this knowledge to benefit your brand right away. Takeaways and suggestions on how to merge your marketing efforts together to enhance success in your won organization is presented. Emphasis is placed on learning tools you incorporate right away—with ideas that make sense in your market.

ORLY A

Meal Plans: Yesterday, Today, and Tomorrow – What’s Your Strategy? (Part 2) (1.0 Admin)Presenters: William Sibbers, MA and Gerry Lemmer, CDM, CFPPIn this session, as a continuation of Part I, we will outline practical methods for developing and implementing a successful meal plan strategy.Objectives:1. Do you have a meal plan strategy? 2. If yes, how does it drive new revenue streams?3. What is your capture rate for disposable income?4. Contrast trends in senior living

Gatwick A

Preferred SNF Networks: An Emerging Strategic Trend Coming to Your Market (Part 2) (1.0 Admin)Presenter: Brent T Feorene, Colonnade Healthcare SolutionsThe healthcare reform act set in motion significant changes in healthcare delivery, emphasizing payment for value, not for quantity. These changes are fundamentally altering existing referral patterns. Numbered are the days of SNF referrals based on an available bed in proximity to patient’s family. Changes, such as Medicare re-admission penalties and the value-based payment program, as well as state-level movement to mandated managed care for the dually eligible are reshaping patterns. These forces are propelling ACOs, health systems and MCOs to create preferred SNF networks and to invest alongside chosen partners to ensure this collaboration delivers value and demonstrates quality in a very competitive cost-profile. Objectives:1. Understand the changes healthcare reform has set in motion and the impact of these

changes have on traditional SNF referral patterns and care expectations;2. Learn the fundamentals of preferred SNF strategy, including plan development and

implementation; and3. Discuss a case study of a preferred SNF network

LaDue


Thursday, September 11, 2014

Keynote8:00 am to 9:15 am

[RE] Defining Age Through Technology (1.0 PC)Keynote Speaker: Jack YorkLets take a walk down memory lane, looking at how technology has impacted our day to day lives, with a tongue and cheek contrast as to how that compares to the evolution of technology into senior living. The underlying message, presented with dozens of powerful stories and video examples, is that today’s off the shelf technology provides thousands of ways to engage older adults, regardless of any physical or cognitive

disabilities, wherever they are in the continuum. Examples of technology as a tool to impact ALL residents – from independent older adults all the way to people with late stage dementia – are highlighted in poignant, powerful and enlightening ways. There is a look at the past, a look at the present and a look into the future. The audience will see upbeat ways to cost effectively transform the lives of the residents being served.Objectives:1. Demonstrate multiple examples of technologies that improve the quality of life for all older

adults regardless of any physical or cognitive disabilities2. Show how technology can be a tool to help redefine aging across the continuum3. Provide various case studies of organizations throughout the country that have utilized

person centered technology to enhance their activity and therapy programming


Sponsored by

9:15 am to 9:30 am Break

Sessions A29:30 am to 10:30 am

ACA “Wrap Up” (1.0 Admin)Presenter: Mark LamIn this session, Mark Lam will address what steps senior living organizations need to be taking at this time to wrap up their preparation for the ACA. Objectives:1. Compliance what that means how do you hit a moving target2. Implementing Tracking Systems3. Updating Health Plans and Adjusting Costs4. Determining Full-Time Employees

ORLY B

[RE] Defining Aging Services (1.0 Admin)Presenter: Stephen Taylor, Senior Accountant, CliftonLarsonAllen LLP and Amanda Tinney, CPA, CliftonLarsonAllen LLPLook at the key strategies of reform, perspective of key players, and what is currently and what is expected to happen related to reform.Objectives:1. Understand themes of healthcare reform2. Understand what’s on the minds of providers as well as health systems3. Discuss key changes

Heathrow A/B

ACO & Bundled Payments: What You Need to Know – Part 1 (1.0 Admin)Presenters: Brian Hickman, Sherri Robbins, and Brad Brotherton, BKD LLPThis 2-hour seminar will discuss the basics of Accountable Care Organizations (ACO) and a bundled payment system and provide updates on the Affordable Care Act and CMS initiatives pertaining to these programs. Objectives:1. Discuss the SNF’s role in the continuum2. Systems that need to be put in place3. CMS scrutiny of preventable hospital readmissions4. Strategies for success

Gatwick A/B

Sponsored by



Sessions A29:30 am to 10:30 amcontinued

What the Workforce Investment Board Can Do for Your Hiring Needs (1.0 Admin)Presenter: Bonnie Forker, Slate Career Center (Bethesda Health Group)Objectives:1. What is the Workforce Investment Board2. Why use the Workforce Investment Board3. How to use the Workforce Investment Board

ORLY A

[Re] Thinking our Relationships: Moving from Games to Being Real (1.0 Admin)Presenter: Daniel DeVilder, St Luke’s HospitalHow we relate to our patients and family members is often influenced by long-standing ways we have learned to relate in key relationships in our lives. We have learned to adapt and innovate and learned to navigate those relationships, but sometimes find ourselves in relational ruts--being triggered, annoyed, frustrated, ineffective, or superficial. All our relationships can be affected this way, whether in personal or professional settings. Transactional Analysis principles give us a tool to look at our patterns of relating and put us in a position to act more intentionally and move away from “games” and superficiality into more transparent, less anxious, and as appropriate, more intimate relationships.Objectives:1. Learn the three main parts of our relational identity: Parent, Adult, and Child2. Observe how those we relate to also relate from Parent, Adult, Child3. Name what we are getting out of our relationships--games or intimacy4. Learn how to access our Adult voice to improve our professional and pastoral relationships

Lindbergh B

Sessions B210:40 am to 11:40 am

Architecture that Supports Cultural Evolution in Short-Term, Rehabilitative Care (1.0 Admin)Presenters: Kevin Kerwin, AIA, HKW Architects and Mike Roth, Alexian Brothers Sherbrooke VillageHKW Architects designed The Lodge at Sherbrooke Village which opened in August 2012. This facility model provides a more home-like setting by balancing the medical components of Skilled Nursing and Assisted Living facilities with greater freedom and amenities for its residents which supports the cultural shift in care.Objectives:1. Provide an understanding of efficiencies, neighborhoods, care functions, and resident

comfort2. Skilled nursing regulations – nursing units to neighborhoods3. The importance of daylight and volume (spatial)

ORLY B

The Road to Reform: Are We There Yet? (1.0 Admin)Presenter: Amanda Tinney, CPA, CliftonLarsonAllen LLP and Stephen Taylor, Senior Accountant, CliftonLarsonAllen LLPThis session will look at the latest developments of Accountable Care Organizations and Bundled Payments; additional reforms being processed by CMS, MedPAC, and Congress; and assist providers where to focus their energies.Objectives:1. Understand how reform is playing out in markets around the country and the lessons being

learned2. Provide an update on the activities, pilots, and demonstrations of the Center for Medicare

and Medicaid Innovation including the status of various initiatives3. Help providers understand which initiatives and innovations are producing desired results

Heathrow A/B



Sessions B210:40 am to 11:40 amcontinued

ACO and Bundled Payments – What You Need to Know (Part 2) (1.0 Admin)Presenters: Brian Hickman, Sherri Robbins, and Brad Brotherton, BKD LLPThis 2-hour seminar will discuss the basics of Accountable Care Organizations (ACO) and a bundled payment system and provide updates on the Affordable Care Act and CMS initiatives pertaining to these programs. Objectives:1. Discuss the SNF’s role in the continuum2. Systems that need to be put in place3. CMS scrutiny of preventable hospital readmissions4. Strategies for success

Gatwick A/B

Sponsored by

Improve Customer Satisfaction and Reduce Readmissions (1.0 Admin)Presenter: Mark Tawater, MedlineLearn how the patented “abaqis Quality Management System” can help you develop comprehensive, proactive performance programs and commit your organization to continuous quality improvement.Objectives:1. Improve survey performance2. Monitor readmissions3. Enhance customer/resident satisfaction4. Market your facility to increase your census5. Manage QAPI processes

ORLY A

Conquering Stress So That It Does Not Conquer You (1.0 Admin)Presenter: Jeffery Wellman, COO, National Association of Health Care AssistantsThis session addresses the burnout phonon from the prospective of stress as a primary cause. CNA participants will share their thoughts and opinions on causes of stress and burnout.Objectives:1. Define stress as a physiological and emotional response to environmental stimuli2. Differentiate between eustress and distress3. Identify factors associated with serving the long-term care system

Lindbergh Aß

11:30 am to 2:00 pm Exhibit Hall for Demos, Drawings, and Lunch Grand Concourse Ballroom

Sessions C22:00 pm to 3:00 pm

Protecting Against Elder Financial Abuse (1.0 PC)Presenters: Ron Long, Senior Vice President, Regulatory Affairs & Elder Client Initiatives Richard Blankenship, CRPC, CIMA, First Vice President Branch Manager, Wells Fargo Advisors, LLCRed flags and signs of trouble identified for both you and your family members. Learn how the predators try to gain access to financial information. Learn prevention techniques to protect you and those you represent from victimization and abuse.Objectives:1. Learn how to identify troubling signs and hear some suggestions for protecting yourself and

your family members from financial predators2. Understand some of the typical techniques these predators use3. Know what potential victims can do to prevent themselves from falling victim to financial abusers

ORLY B

Survey Process for Direct Care Staff (1.0 Admin)Presenter: Carla Jennings, Missouri Department of Health and Senior ServicesWhat the process is for CNAs, what their role is, why they are asked questions.Objectives:1. Understand the need for the survey process2. Understand why they may be questioned in the process3. Learn their role in the survey process

Lindbergh A



Sessions C22:00 pm to 3:00 pmcontinued

Caregiving for the Caregivers – Spiritual Care in the Workplace (1.0 Admin)Presenter: Susan Presley, Pastoral Resident, First Presbyterian Church in Muscatine IowaYour staff is made up of people with feelings, ideas, thoughts and frustrations and spiritual needs. Spiritual care in the workplace fosters feelings of empowerment, effectiveness and connectedness and has a profound effect on individuals and their work. Learn how to facilitate spiritual health and wholeness with dignity and trust.Objectives:1. Recognize spiritual needs in long-term care workplace settings2. Relate to employees with appropriate, respectful techniques to meet spiritual needs3. Effectively incorporate spiritual care into daily workplace environments

Lindbergh B

Population Health Management — Industry Drivers and Positioning Strategies for the Senior Care Provider (Part 1) (1.0 Admin)Presenter: Joseph MulliganPopulation health management and value based reimbursement are increasingly shaping the senior care industry and are being driven by activities in key sectors of the health care industry, including health care technology, acute care services and managed care. In the first of a two part session, we will provide an overview of current market activities and trends within key health care sectors and how they are influencing the senior care industry now and shaping its future. In the second part of the session, we will provide case studies of organizations implementing different post-acute care and partnership strategies and provide suggestions on how organizations can position themselves to take advantage of potential partnership opportunities to strengthen their business model and market relevance. This session will allow participants to: Objectives:1. Better understand population health management and its implications for the senior care

industry;2. Learn about current market activities in key health care sectors;3. Learn about post-acute and partnership strategies being implemented by participants in the

post-acute sector, and4. Hear suggestions on positioning strategies to take advantage of potential partnership

opportunities

Gatwick A/B

Cyber Crime and Payment Fraud Trends (1.0 Admin)Presenters: Mark Eich, CliftonLarsonAllen LLP and Darrell Songer, CliftonLarsonAllen LLPOrganizations and businesses that typically have not thought themselves at risk for cyber-attacks are being targeted like never before. Online payment fraud targeting wire transfers, ACH, and credit cards is increasing at an alarming rate. Banks have become increasingly sophisticated and savvy with their defensive measures and hackers have learned that targeting them directly has become increasingly difficult. Bank customers (“you”) by comparison are often much less prepared and offer easier targets. Attackers therefore are now targeting banks’ clients in an effort to access bank funds by attacking these online payment methods. Losses are significant, often uninsured, and in some cases even result in business failure.Objectives:1. Discuss the threat landscape2. Understand common attack methods3. Provide critical insight as to how businesses can effectively address this emerging threat.

Heathrow A/B

3:00 pm to 3:30 pm Break

Grand Concourse Ballroom

Sponsored by



Sessions D23:30 pm to 4:30 pm

Emerging Trends and Innovative Design Ideas (1.0 Admin)Presenter: Alejandro Giraldo, CASP, LEED AP BD+C, Associate/Senior Designer, THW DesignObjectives:1. Hear emerging trends in design that are changing the nature of senior housing communities2. Understand how providers are responding to changing demographics and consumer

preferences in an evolving market3. Learn what communities are doing to improve their aged inventory and how they are

prioritizing their renovation dollars4. Find out ways senior living projects can be more cost-effective, energy efficient and overall

healthier environments through sustainable design

ORLY B

Soft Skills for Success: Collaboration and Communication (1.0 Admin)Presenter: Alexis Roam, Primaris and University of MissouriThe CNA is a vital part of the care team. Clinical nurse assistant skills are critical, but so are skills and abilities helping you manage conflict and communicate effectively. This session will be a blend of exercises and discussions helping you communicate and collaborate with others on the care team more effectively.Objectives:1. Define the CNAs role on the care team2. Demonstrate ways to communicate a resident’s wishes or your concerns to a nurse3. Practice methods for dealing with conflict

Lindbergh A

Redefining Spiritualty for the Senior Who’s Heard it All (1.0 PC)Presenter: Rev Dr Jeff Long, Executive Director, Chateau Girardeau Foundation, Cape Girardeau MOFor those who work with seniors in all levels of care, how much we care is much more important than how much we know. The ability to listen effectively and actively is a primary way to show caring and is a learned skill. Participants will hear about the necessity of active listening in our busy senior living environments.Objectives:1. Describing the vital link between listening and caring2. Caring is the necessary ingredient in love3. Love cuts across all barriers – loving God means loving the “the other”

Lindbergh B

Population Health Management - Industry Drivers and Positioning Strategies for the Senior Care Provider (Part 2) (1.0 Admin)Presenter: Joseph MulliganPopulation health management and value based reimbursement are increasingly shaping the senior care industry and are being driven by activities in key sectors of the health care industry, including health care technology, acute care services and managed care. In the first of a two part session, we will provide an overview of current market activities and trends within key health care sectors and how they are influencing the senior care industry now and shaping its future. In the second part of the session, we will provide case studies of organizations implementing different post-acute care and partnership strategies and provide suggestions on how organizations can position themselves to take advantage of potential partnership opportunities to strengthen their business model and market relevance. This session will allow participants to: Objectives:1. Better understand population health management and its implications for the senior care

industry;2. Learn about current market activities in key health care sectors;3. Learn about post-acute and partnership strategies being implemented by participants in the

post-acute sector, and4. Hear suggestions on positioning strategies to take advantage of potential partnership

opportunities

Gatwick A/B



Sessions D23:30 pm to 4:30 pmcontinued

Reducing Hospital Readmissions through a Strategic Pro-Active Approach (1.0 Admin)Tim Powell, Manager MSLThis session will identify pro-active approaches to hospital readmissions, show cost analysis of skilled nursing and CMS penalties.Objectives:1. Reduction of Hospital Readmissions2. Protect and Drive Census3. Administration4. Increased Orthopedic Referrals5. Reduced Staff Sick Time6. Increase Number/Value of Hospital & Community Referrals7. Average Facility-wide Deployment can expect 3x ROI

ORLY A

Sessions E24:40 pm to 5:40 pm

[Re] Imaging – Are Your Design Flaws Costing You Money? (1.0 Admin)Presenters: Lynn Larkin, Owner/Principal, Design Extra Studio, Chelsea Madden, Project Manager/Interior Designer, Design Extra Studio, and Dana McCarty, Project Manager/Interior Designer, Design Extra StudioThis interactive interior design studio will be an opportunity for those who are interested in the décor of their community to discuss design solutions that solve common problems in senior living. The session will present design products and solutions displayed through small vignettes and 3D technology. Design Extra will provide ideas to help enhance the living experience for residents and guests. Objectives:1. Educate staff on making product and material selections to enhance their community2. Ease the process of renovations for those responsible in making product and material selections3. Provide easy solutions to common design flaws in senior living communities

ORLY B

I’m Frustrated, I’m Hurt, I Don’t Know What To Do! (1.0 PC)Presenter: Alexis Roam, Primaris and University of MissouriOften times we feel at a loss about how to be with a resident who becomes resistive or combative. The secret is, the resident is just as frustrated, hurt, and confused as you are. During this session we will explore how to partner in care with residents, particularly those who have dementia, using practical techniques you can use to help you communicate more clearly and avoid unpleasant situations.Objectives:1. Illustrate changes in the brain that occur in people with dementia and how this impacts the

thought process2. Practice strategies and techniques in situations that are most common- e.g. insistence to go

home, refusal of care, etc3. Differentiate between doing care to someone and partnering in care4. Discuss labels often given to residents and how this impacts the care partnership

Lindbergh A

Ministering to the Non-Religious (1.0 PC)Presenter: Susan Presley, Pastoral Resident, First Presbyterian Church in Muscatine IowaSometimes it’s not about leading a horse to water – it’s about helping the horse get to wherever he wants to be. This seminar will focus on effective ministry to the growing number of agnostics and atheists in long-term care. Come learn how to help people of little or no faith connect with what they need to maximize their health and wholeness.Objectives:1. Understanding the backgrounds (if any) of those we care for2. The rationale for non-conversion-oriented pastoral care3. Practical tools for effective no-faith ministry

Lindbergh B



5:40 pm to 7:00 pm Mexican Reception and Tequila Toss


Sponsored by

Friday, September 12, 20149:00 am to 9:45 am Legislative and Regulatory Update (1.0 Admin)

Presenter: Denise Clemonds, CEO, LeadingAge Missouri, Larry Rohrbaugh, Zachary Brunnert, David McCracken, and Shelley Williamson

Lambert Ballroom

9:45 am to 11:00am Living with Alzheimer’s Film ProjectSpecial Guests: Greg and Brendan O’Brien – will skype with these individuals after film viewing.More than 5 million Americans have Alzheimer’s or a related dementia – roughly 35 million worldwide While scientists work feverishly to stop it, there is much to be done for families right now. With funding from MetLife Foundation and in partnership with Cure Alzheimer’s Fund, The LIVING WITH ALZHEIMER’S FILM PROJECT was created by David Shenk who recruited four world-class filmmakers to bring us true-life stories about how individuals and families cope.

Film 1: MY LITTLE FRIENDS Directed by Megan Mylan [10 min]. In a custom-designed facility in Mt. Kisco, New York, a very special program brings together elders with dementia and young children.Film 2: DE ‘MEMB’ UNCE (THE REMEMBRANCE) Directed by Roger Ross Williams [8 min]. Lou Ethel Hill-Ford and her family seek assistance from an innovative Alzheimer’s center, despite being a part of the Gullah, a group of descendants of slaves who have historically refused outside help.Film 3: LET THE BAND PLAY ON Directed by Naomi Boak [6 min]. Twice a month, the dance therapy group Rhythm Break Cares leads a ballroom dancing session at an assisted living facility for people with dementiaFilm 4: A PLACE CALLED PLUTODirected by Steve James [10 min]. After being diagnosed with Early Onset Alzheimer’s, Greg O’Brien, a long-time Cape Cod reporter and newspaperman, decides to face down the disease by writing frankly about the journey.

Lambert Ballroom

Sessions A311:00 am to 12:00 pm

Compliance Strategy Session (1.0 Admin)Presenter: Margaret Scavotto, Management Performance AssociatesThis session will provide healthcare providers information regarding the strict and ever-changing criteria for compliance programs.Objectives:1. Up to date info on compliance regulations2. CMS reaction to updates and policy regulations3. Preparation and follow through for audits

ORLY B


Friday, September 12, 2014

Sessions A311:00 am to 12:00 pmcontinued

Better Living through Charitable Giving! (1.0 Admin)Presenters: Mike Davenport, Davenport & Barr Inc and Rev Dr Jeff Long, Chateau Girardeau FoundationThis session will explain essential components of a philanthropy program, whom the best prospects are, how your organization can encourage participation, the best gifts to promote and other issues that must be considered. Philanthropic programs can raise an institution’s social profile, contribute to the core business mission, and promote staff engagement.Objectives:1. The role of the non-profit and the importance of outreach, recognition and proper

stewardship2. Certain conditions that make a person, couple or family more likely to consider a planned

gift to a favorite charity3. Participants will be shown the most common types of planned gifts4. Participants will learn tactics for approaching donors on charitable gift planning

Heathrow B

(Re)Defining Age: Implementing QAPI to Improve Quality (1.0 PC)Presenter: Pamela Guyer, PrimarisA panel of LeadingAge Missouri Members will share their experiences implementing Quality Assurance Performance Improvement (QAPI). The panel homes have been very involved in Primaris educational offerings and will share what worked, challenges, what they would do differently and their successes.Objectives:1. Learn about the transition from QAA to QAPI2. Understand how vision, mission and values incorporate QAPI3. Learn the benefits of QAPI tools and experiences from your colleague’s perspective4. Learn about writing and implementing the QAPI Plan

ORLY A

Conference Ends

Listen. Lead. Deliver.

6767 Southwest Avenue St. Louis MO 314.781.7820 www.bsistl.com

For over 42 years, BSI has been an industry leader in the construction and renovation of Senior Living Facilities. Our clients

have come to know that our level of focus and commitment will ensure success on their project every time.

Give us a call if you want your next project to be a sure thing.

The New Anna House Skilled Nursing Facility - St. Louis, MO


[general information][continuing education credits]CONTINUING EDUCATION CREDITS

Certificates will be awarded to participants who attend the conference and submit completed online evaluation forms. Watch your email for the online evaluation from Survey Monkey. The number of continuing education credits awarded will be based upon the number of conference hours attended and the requirements of the specific accreditation body.

NURSING HOME ADMINISTRATORS

LeadingAge Missouri TA-015-115 Lic # has applied for 50 Continuing Education clock hours by the BNHA.

REFUNDS

No refunds will be granted within (10) business days of the program. Substitutions are encouraged.

WHAT TO WEAR

We encourage you to dress in comfortable, business casual attire. Remember to dress in layers as hotel temperatures tend to fluctuate.

SPECIAL REQUIREMENTS

If a participant(s) has a special requirement, including dietary, please contact Christy Stretz at [email protected].

[special events]WEDNESDAY Awards Ceremony, Business Luncheon, Dine Around Reception

THURSDAY Exhibit Hall drawings, Lunch and Demos, Mexican Reception and Tequila Toss

FRIDAY Legislative and Regulatory Update, Alzheimer’s Film Project


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[exhibit hall]


LISTING BY BOOTH NUMBER

Booth 1 Primaris

Booth 2-3 Omnicare Pharmacies of Missouri

Booth 4 Horner & Shifrin

Booth 5 HealthMEDEX

Booth 6 Hekman

Booth 7 McKesson Medical

Booth 8 Peace of Mind Communications

Booth 9 Value First

Booth 10 Best Bath Systems

Booth 11 Alliance Monitoring Technologies

Booth 12 Mueller Prost

Booth 13 Biocodex USA

Booth 14 Aegis Therapies

Booth 15 NOA Medical Industries

Booth 16 Tech Electronics

Booth 17 Noelker and Hull Associates

Booth 18 RehabCare Group

Booth 19 CliftonLarsonAllen, LLP

Booth 20 Alliance Rehab/Symbria Analysis

Booth 21 Mobilex USA

Booth 22 Basic American Medical Products

Booth 23 Specialized Wound Care

Booth 24 MMS-A Medical Supply Company

Booth 25 RF Technologies

Booth 26 Senior Scripts

Booth 27 Gordon Food Service

Booth 28 Select Rehabilation, Inc.

Booth 29 Ronnoco Coffee Co.

Booth 30 Advacare Systems

Booth 31 Encore Rehabilitation Services

Booth 32 Paric Corporation

Booth 33 Deer Oaks-A Behavioral Health Organization

Booth 34 Spellman Brady & Co.

Booth 35 Senior Care Pharmacy

Booth 36 Inofile, LLC

Booth 37 BKD, LLP

Booth 38 Design Extra, LLC

Booth 39 Bio Tech X-Ray, Inc.

Booth 40 Med Mizer

Booth 41 PharMerica

Booth 42 Kwalu

Booth 43 Medline

Booth 44 CISCOR

Booth 45 Midwest Provider Insurance Co.

Booth 46 Invacare Continuing Care

Booth 47 ARCHIMAGES, INC.

Booth 48 Sigma Care

Booth 49 Uvanta Pharmacy

Booth 50 PFG-Middendorf

Booth 51 DartChart Systems

Booth 52 Sanofi

Booth 53 Crossroads Hospice

Booth 54 Premier Rx Health Solutions

Booth 55 Jack York

Booth 56 Sterling Dental

Booth 57 Gateway Ambulance

Booth 58 Rich and Cartmill, Inc.

Booth 59 MB Technology Solutions

Booth 60 Center for Patient Safety

Booth 61 Hartmann USA, Inc.

Booth 62 Assurance Agency

Booth 63 BSI Constructors, Inc.

Booth 64 DA Burke & Associates

Booth 65 Nomax Pharmaceuticals

Booth 66 Partners Pharmacy

Booth 67 Mobile Eye Care Solutions

Booth 68 Just Jewelry

Booth 69 Genesight

Booth 70 Everspring Pharmacy

Booth 71 Novaerus

Booth 72 Ozark LTC Pharmacy

Booth 73 LeadingAge

[meet the exhibitors]

To our exhibitors, sponsors, volunteers and attendees: Thank you for attending the

45th Annual LeadingAge Missouri Conference and Exposition. We hope to see you next year!

A program to: • Build a statewide network of trained

& certified Missouri Senior Information ConsultantsTM

• Educate family caregivers • Build and strengthen the family

caregiver community Call LeadingAge Missouri for more information.

(573)-635-6244


AdvaCare SystemsBooth 30Robert Locascio2939 N. Pulaski Rd.Chicago, IL 60641Phone: [email protected]

Advacare Systems is a leading provider of specialty medical equipment throughout the Midwest.

Aegis Therapies (Sponsor)Booth 14Kathy Tipton291 EastbrookTroy, MO 63379Phone: 877-799-5600www.aegistherapies.comkathy.tipton@aegistherapies.com

Aegis Therapies is a primary provider of physical, occupational and speech therapies in nursing homes, assisted living centers, home health agencies and hospitals. Our core business is geriatric rehabilitation, treating traditional nursing home residents as well as nontraditional residents with age-related conditions. In partnership with Nautilus, we offer state-of-the-art training for seniors at selected locations.

Alliance Monitoring Technologies, LLC (NM)Booth 11Scott Tucker, Sales Representative355 S. EllisWichita, KS 67211Phone: 316-263-7775www.alliancemonitoring.comscott@alliancemonitoring.com

Providing security and monitoring products to the healthcare industry including long-term care facilities, independent and assisted living communities and hospitals since 1994.

Alliance Rehab and Symbria Analytics (NM)Booth 20Michael Garaygay723 S. Laclede Station Rd.St. Louis, MO 63119Phone: 314-446-2334www.symbria.com

Alliance Rehab integrates rehabilitation and wellness into a unique model. inQ Experience Surveys simplify analytics helping providers gain marketplace advantage.

Archimages, Inc. (NM)Booth 47Greg Garner143 West Clinton PlaceSt. Louis, MO 63122Phone: [email protected]

Architectural and interiors firm providing planning, feasibility, design, construction documentation and construction management services for all levels of care.

Assurance Booth 62Susan Tenney16305 Swingley Ridge, Suite 140Chesterfield, MO 63017Phone: 636-681-5017stenney@assuranceagency.comwww.assuranceseniorliving.com

Assurance is among the nation’s largest, most awarded independent insurance brokerages. We manage risks, increase efficiencies and improve the bottom line.

Basic American Medical ProductsBooth 22Josh Maddux2935 Northeast ParkwayAtlanta, GA 30360Phone: 773-746-6247www.grahamfield.com [email protected]

Leading manufacturer of U.S.-made beds, furniture and mattresses. We also offer a full “turn-key” program including complimentary interior design services.

Best Bath Systems Booth 10 John Hartigan723 Garber StreetCaldwell, ID 83605Phone: 866-841-3126www.best-bath.com [email protected]

The choice for safe and beautiful bathing solutions providing sustainable, durable, low maintenance single and multi-piece showers for senior living.

Biocodex USABooth 13Jane Hill1122 Dovergate DriveSt. Louis, MO 63122Phone: [email protected]

Biocodex USA makers of Florastor – a probiotic that maintains and promotes intestinal health.

BioTech X-RayBooth 39Cathy Bergmann1065 Executive ParkwaySt. Louis MO 63141Phone: [email protected]

BioTech X-Ray provides portable x-ray, ultrasound, Doppler and EKG’s at the patient’s bedside. We are the patient-first people.

BKD, LLP (Sponsor)Booth 37Brian Hickman910 East St. Louis Street, Suite 200Springfield, MO 65806Phone: 417-865-8701www.bkd.com [email protected]

BKD provides audit, tax, accounting outsourcing, operations consulting and Medicare, Medicaid, third-party reimbursement consults to health care providers. Experience, objectivity and peace of mind from a firm with resources that bring insight and understanding to improve your business performance.

BSI Constructors (Sponsor)Booth 63Tim Hudwalker6767 Southwest AvenueSt. Louis, MO 63143Phone: 314-781-7820www.bsistl.com [email protected]

Founded in 1972, BSI Constructors is a family owned general contractor and construction management firm based in St. Louis, MO.

[alphabetical listing of exhibitors]NM – New Member VF – Value First Member

Help us welcome the newest business members of LeadingAge Missouri. Visit Booth 9 for all the details on how Value First can help your organization.


[alphabetical listing of exhibitors]CISCOR (NM)Booth 44Shayne Chamberlain126 W. Main St.Norman, OK 73069Phone: 405-413-5805www.ciscor.com [email protected]

Since 1982, Ciscor has provided innovative wireless and hardwired emergency call and wander management solutions. Our 24/7/365 service & support set the industry standard.

Center for Patient SafetyBooth 60Kathy Wire2410A Hyde Park RoadJefferson City, MO 65109 Phone: [email protected]

CPS provides tools to support resident safety culture development at no charge to Missouri licensed long-term care providers.

CliftonLarsonAllen LLP Booth 19Amanda Tinney600 Washington Avenue, Suite 1800St. Louis, Missouri 63101Phone: 314-925-4321 www.cliftonlarsonallen.com, [email protected]

CliftonLarsonAllen provides assurance, accounting, tax, and financial and strategic counseling and advisory services to health care providers.

Crossroads HospiceBooth 53Veronica Bryant Berra2380 Schuetz Rd.St. Louis, MO 63146Phone: 314-801-6960www.crossroadshospice.comveronica.bryant@crossroadshospice.com

Expect more from us. The programs we offer are truly unique and help patients experience what no other hospice provides.

DA Burke & Associates (NM)Booth 64Greg Poling1626 Ironstone LaneNixa, MO 65714Phone: 417-576-3726www.daburkemedical.com [email protected]

Fall reduction equipment and safe patient handling equipment.

DART Chart SystemsBooth 51Steve Cornelius3825 W. Green Tree Rd.Milwaukee, WI 53209Phone: [email protected]

Care and compliance that drive profitability.

Deer Oaks-A Behavioral Health OrganizationBooth 33Terry Lascano7272 WurzbachSan Antonio, TX [email protected]

Design Extra, LLCBooth 38Lynn Larkin1901 Park AvenueSt. Louis, MO 63104Phone: 314-932-5241www.designextrastudio.com [email protected]

Full service interior design firm providing quick solutions or turnkey services. Creating enhanced environments for seniors.

Encore Rehabilitation ServicesBooth 31Chris Minghine1652 Old Henderson Rd.Columbus, OH 43220Phone: 614-459-6901, ext. 104www.encorerehabilitiation.comcminghine@encorerehabilitation.com

Encore Rehabilitation Services provides PT, OT and ST to long-term care facilities. Our unique Partnership Program using RUGs/ADLs enhances clinical and financial outcomes for your facility.

Everspring PharmacyBooth 70Karen Cox4280 Rider Trail North, Bldg. BEarth City, MO [email protected]

EverSpring offers compliance medication packaging via AmerisourceBergen’s AutoMed FastPak EXP, the safest medication packaging machine available. Medications are dispensed in multi-dose packages. The individually sealed, sequential, easy-tear packets are tamper-proof and each packet is clearly labeled with drug names, strengths, descriptions, patient name and administration time.

Gateway Ambulance (NM)Booth 57Lynn Potts1530 Fairview Ave.St. Louis, MO 63132Phone: 314-807-0690www.procarent.com/[email protected]

Gateway ambulance has earned a reputation for providing accurate ETA’s, consistent on-time performance, friendly service and competent care.

GenesightBooth 69Lance Oxler6030 S. Mason-Montgomery RoadMason, OH [email protected] www.genesight.com

GeneSight® is a clinically focused technology developed by Assurex Health that measures and analyzes important genomic variants affecting the metabolism and response to behavioral health medications in individual patients. These laboratory-developed genomic tests serve as a clinical treatment support tool for your practice, providing you with objective genetic-based patient information in advance of making a medication decision for your patient. Knowing a patient’s genetic profile and having it available in a clear and easy to interpret report can help you understand which medications the patient could metabolize properly and help inform treatment choices unique to each patient.

Gordon Food ServiceBooth 27Jim Schroeder5391 Brown AvenueSt. Louis, MO 63120Phone: [email protected]

Broadline family owned distributor for food services.

Hartmann USA, Inc.Booth 61

Stephanie Klevorn481 Lakeshore PkwayRock Hill, SC 29730Phone: 314-304-4093www.hartmanndcs.comstephaine.klevorn@hartmanninfo.com

DCS is a revolutionary behavior change program that improves resident sleep patterns by reducing the number of embarrassing incontinence changes.


HealthMEDXBooth 5Tracy Hall5100 North Tower Centre DriveOzark, MO 65721Phone: [email protected]

HealthMEDX is a single solution EMR provider for long-term care, home care, and therapy. The HealthMEDX vision solution automates CRM, census, clinical and financial EHR.

Hekman Contract (NM)Booth 6Greg Woody860 East Main Ave.Zeeland, MI 49464Phone: [email protected]

Horner & Shifrin, Inc.Booth 4Brian Heideman5200 Oakland Ave.St. Louis, MO 63110Phone: [email protected]

Multidisciplinary engineering design services for Long-Term Care, Senior Housing, Health Care, Commercial, Government and Industrial Markets.

Inofile, LLC (NM)Booth 36Dan Western911 NE 108th St.Kansas City, MO 64155Phone: [email protected]

Inofile solutions serve all segments of care by bringing structure and value to the components of patient information often unaddressed by EMR’s many organizations rely upon.

Invacare Continuing CareBooth 46

Walter Norman202 Wilson Farm CourtChesterfield, MO 63005Phone: [email protected]

Invacare makes the industry’s widest assortment of quality Long-Term Care equipment with professional interior design services.

Just JewelryBooth 68Diane Wehrle2118 St. Louis RoadJefferson City, MO 65101Phone: 573-659-1971www.justjewlry.com/[email protected]

Just Jewelry offers fun, fashionable jewelry at the lowest prices in the industry! Just Jewelry gove back to several philanthropies.

KWALU, LLCBooth 42

Hershel Hendrix7810 Garnett StreetLenexa, KS 66214Phone: [email protected]

Kwalu provides virtually indestructible seating, tables, room furniture and common area furniture to the long-term care industry. Backed with a 10-year warranty.

LeadingAgeBooth 73Serenity Greenfield2519 Connecticut Ave., NWWashington, DC 20008Phone: 202-508-9455www.leadingage.org

MB Technology Solutions (NM)Booth 59Ryan Mortland225 S. Meramac Ave., Ste 621 TSt. Louis, MO 63105Phone: [email protected]

McKesson MedicalBooth 7

Tina Bauer8436 New Hampshire AvenueSt. Louis, MO 63123Phone: 314-614-8538www.mckesson.com [email protected]

McKesson Medical-Surgical offers a full line of medical supplies and equipment, along with technology services to fit your needs.

Medline Industries, Inc.Booth 43

Henry Grasser17 Hillvale DriveClayton, MO 63105Phone: [email protected]

Medline is the largest family owned medical supply company in the US. We work to help develop plans and address todays ever changed health care market. Abaquis helps develop a perfect QIS QAPI tool.

Med-Mizer, Inc.Booth 40Bill Starost80 Commerce DriveBatesville, IN 47006Phone: [email protected]

Delivering innovation to the industry, Med-Mizer’s unique product lines include long-term care, short-term rehabilitation, home care and bariatrics.

Midwest Provider Insurance Company Booth 45Candy Loyd2302 Clearlake Blvd.Champaign, IL 61822Phone: [email protected]

MPIC provides professional and general liability coverage to long-term care facility operators in Illinois and Missouri.

MMS – A Medical Supply CompanyBooth 24

Kelly Hart13400 Lakefront DriveEarth City, MO 63045Phone: [email protected]

MMS provides medical supplies and equipment to nursing homes, assisted living and home health agencies.

[alphabetical listing of exhibitors]


Mobile Eye Care SolutionsBooth 67Rob Chabot248 S. Florissant RoadFerguson, MO 63135Phone: [email protected]

Mobile Eye Care Solutions provides on-site comprehensive eye care services on-location.

Mobilex USA – A Trident USA Health Services CompanyBooth 21Amanda Moen11012 Lin Valle Drive, Suite GSt. Louis, MO 63123Phone: [email protected]

Mobilex USA is the nation’s most experienced provider of mobile diagnostic services delivering high quality portable x-ray, ultrasound, EKG, echocardiogram and other ancillary services.

Mueller ProstBooth 12

Tiffany Karlin7733 Forsyth, Ste. 1200St. Louis, MO 63105Phone: [email protected]

NOA Medical IndustriesBooth 15Stephanie Boland801 Terry LaneWashington, MO 63090Phone: [email protected]

NOA Medical is a leading manufacturer of high/low electric bed systems and sleep safety accessories.

Noelker and Hull Associates, Inc.Booth 17Doug Wagner30 West King StreetChambersburg, PA 17201Phone: [email protected]

Nomax (NM)Booth 65Kimberly Mundloch9735 Green Park Industrial Dr.St. Louis, MO [email protected]

Nomas is a specialty pharmaceutical company that is a leader in effervescent product manufacturing.

Novaerus (NM)Booth 71Gina Giambalvo111 N. Canal St., Ste. 165Chicago, IL [email protected]

Novearus, Airborne Infection Control Technology

Omnicare Pharmacies of Missouri Booth 2 & 3Marrianne Pavia345 Dunn RoadFlorissant, MO 63031Phone: 314-921-4242www.omnicare.com [email protected]

Dedicated healthcare professionals providing: pharmacy, infusion and consulting services to long-term care residents for over 30 years.

Ozark LTC PharmacyBooth 72#9 Bonneville PlazaBonne Terre, MO 63628573-701-5302Leta [email protected]

“Where Innovation and Customer Care Lead to Better Outcomes”

Paric Corporation (Sponsor)Booth 32Todd Goodrich77 Westport Plaza, Suite 250St. Louis, MO 63146Phone: [email protected]

Paric is a leading general contractor, construction manager and design-build firm specializing in senior living construction.

Partners PharmacyBooth 66Bruce Cummins6437 Cosby AvenueKansas City, MO 64151816-206-1299www.partnerspharmacy.combruce.cummins@partnerspharmacy.com

Partners pharmacy services facilities to impove outcomes.

Peace of Mind Communication (NM)Booth 8Jean DeVoto2622 Joyceridge DriveChesterfield, MO 63017Phone: [email protected]

Peace of Mind Communication is a web-based communication service that informs your residents’ families of their loved ones daily activities, items requested, upcoming community events and so much more. Our system is affordable, easy to use and a great resource when communication is of paramount importance.

PFG-MiddendorfBooth 50

Shayne Kuykendall3737 N. BroadwaySt. Louis, MO 63147Phone: 314-330-8596www.pfgc.com [email protected]

PharMericaBooth 41Stephanie Cook3409 Hollenberg DriveBridgeton, MO 63044Phone: 636-544-9928www.pharmerica.com [email protected]

Premier Rx Health SolutionsBooth 54Alanna Francis68 Weldon ParkwayMaryland Heights, MO 63043Phone: [email protected]

Premier Rx is a long term care pharmacy focused on creating customized solutions through the use of technology. Our expertise is focused on improving mediation safety and reducing waste while enriching the care continuum.



PrimarisBooth 1Pam Guyer200 N. Keene St., Ste. 101Columbia, MO 65201Phone: 573-356-7127 www.primaris.org [email protected]

Healthcare business consulting company with more than 30 years of experience working directly with physicians, providers, patients and payers across the country; offering several types of consulting services related to quality reporting and improvement.

RehabCare (Sponsor)Booth 18Ron Kilgore680 S. 4th StreetLouisville, KY 40202Phone: 314-378-1159www.rehabcare.com [email protected]

RehabCare is the leading contract rehabilitation company in the nation with in 46 states.

RF Technologies, Inc. Booth 25

Brian Vitense3125 N. 126th StreetBrookfield, WI 53005Phone: 800-669-9946www.rft.com [email protected]

Since 1987, RF Technologies has designed and delivered customizable, wireless safety and security solutions for the healthcare industry.

Rich and CartmillBooth 58Ryan SandersRich & Cartmill, Inc.4945 N. Towne Centre Dr. Ozark, MO 65721For all general phone calls please dial: (417) 581-4003

Ronnoco Coffee LLCBooth 29Dan O’Neal4241 Sarpy AvenueSt. Louis, MO 63110Phone: [email protected]

Quality and hospitality since 1904. For a customized proposal, contact Dan O’Neal.

SanofiBooth 52Monica Hawkins55 Corporate DriveBridgwater, NJPhone: [email protected]

Sanofi US is part of a leading global healthcare company that discovers, develops, produces and markets innovative therapies to help protect health and enhance people’s lives.

Select Rehabilitation, Inc.Booth 28

Cheryl Strickland550 Frontage Road, #2415Northfield, IL 60093-1212Phone: [email protected]

Select Rehabilitation provides rehabilitation services to patients in skilled nursing, acute and outpatient settings utilizing cost and time efficient systems designed to operate under PPS.

Senior Care Pharmacy Booth 35David deVenau3220 Wisconsin, Suite AJoplin, MO 64804Phone: [email protected]

Senior Care Pharmacy is a provider of pharmacy services, clinical consulting to long term care and assisted living facilities.

Senior Scripts Booth 26Ann Iberg739 Goddard Ave.Chesterfield, MO 63005Phone: [email protected]

Senior Scripts is a geriatrics medication management company specializing in providing mediations and clinical services to residents of assisted living and long term care centers.

SigmaCare (NM)Booth 48Bernie Mangano575 Eight Ave., 15th floorNew York, NY 10018Phone: [email protected]

Specialized Wound ManagementBooth 23Rita Kelley14805 North Outer 40 Road, Suite 320Chesterfield, MO 63017Phone: [email protected]

Specialized Wound Management is an innovative, on-site wound care consulting company dedicated to providing superior wound evaluation and treatment.

Spellman Brady & CompanyBooth 34

Kelley Hoffman8251 Maryland Avenue, Suite 300St. Louis, MO 63105Phone: [email protected]

Spellman Brady & Company is an interior planning firm specializing in healthcare, higher education and senior living environments. We deliver comprehensive interior design, procurement and artwork master planning.

Sterling Health Services (NM)Booth 56David Goubeaux930 SW 107th St.Oklahoma City, OK 73170Phone: 405-728-1278www.sterlinghs.com [email protected]

For residents of long term care facilities, MR facilities and assisted living centers, having the dental and vision service you need at your fingertips is an important part of enjoying a high quality of life.

Tech ElectronicsBooth 16Laura Wasson6437 Manchester RoadSt. Louis, MO 63139Phone: 314-951-1767www.techelectronics.comlaura.wasson@techelectronics.com

Tech Electronics is a family owned solutions based systems integrator and technology services organization specializing in healthcare technology systems.



UVANTA PharmacyBooth 49Angel Mayberry2000 Westport Center DriveSt. Louis, MO 63146Phone: [email protected]

UVANTA Pharmacy-Building relationships through efficiency, safety and results.

Value FirstBooth 9

Amy Rosner3412 Knipp Drive, Suite 102Jefferson City, MO 65109Phone: 573-635-6244www.valuefirstonline.comamyrosner@leadingagemissouri.org

Value First provides a group purchasing plan whereby members can increase purchasing power through expanded choice, intelligent solutions and significant savings.

Jack YorkBooth 55It’s Never 2 Late - USA 7330 S. Alton WaySuite OCentennial, CO 80112Phone: (303) 806-0797Fax: (303) 789-1533E-mail: [email protected]

Dignity through technology.



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Andrews, Kathy, Sr. Management, Accenture’s Health and Public Service Practice Kathy Andrews is a Senior Manager in Accenture’s Health and Public Service Practice. She is in the Health Management group and a key part of Accenture’s US Corporate Citizenship Skills to Succeed Program. Kathy is responsible for working with our payer, provider, and state/federal and nonprofit clients driving our Patient Navigation/Population Health programs on a national basis - aiming to improve partnerships and both clinical and financial outcomes. Ms. Andrews joined Accenture in 2005 and is based out of Cleveland. She received her Bachelors in Health Administration from Bowling Green State University and MBA from Cleveland State.

Bilyeu, Julie, Co-Manager, Billing Services, BKD Julie Bilyeu co-manages BKD’s billing services. Her areas of expertise include billing software consulting, accounts receivable recovery, billing assessments, as well as, serving as an industry recognized resource for complex billing issues. Julie routinely speaks to national and state industry associations, and conducts webinars and training presentations on billing-related topics.

Blankenship, Richard, Wells Fargo Advisors LLC Richard Blankenship, a native of Sikeston, MO Richard Blankenship is a First Vice President-Investments who has earned the Certified Retirement Planning Counselor designation through the College of Financial Planning. Richard graduated from the University of Missouri and earned a M.B.A. from Washington University in St. Louis, MO. He also has earned the Certified Investment Management Analyst designation (CIMA®) and is a member of the Investment Management Consultant's Association (IMCA®). In 2013, Richard was designated as a Premier Advisor, a distinction that reflects a high level of standards as measured by one of more of the firm's criteria for revenue generation, educational attainment and client-service best practices. Richard is active in the community through various civic and charitable organizations such as United Way, Meals-on-Wheels Driver & member of Beta Theta Pi Fraternity, MU Athletics (Tiger Scholarship Fund), MU Alumni Association, Rotary as a Paul Harris Fellow, and etc. Richard was the past Treasurer for the Mid-Missouri Alzheimer's Chapter and the Rock Bridge HS Booster Club. Since 1994, Richard focuses on wealth management for the affluent households and institutions. Richard also works with clients' trusted advisors in developing their estate plan(s) for intergenerational transfer. Additionally, he will provide assistance to plan sponsor clients in implementing an organized and documented process to help them meet their goal of achieving a smooth operating plan.

Boekhout, Brian, National Director of Wellness, Aegis Therapies Brian is a physical therapist and graduate of the University of Missouri with a degree in physical therapy. He has worked in the long term care industry and with the actively aging adult for the past 20 years. He currently serves as the VP of Wellness Services with Aegis Therapies.

Brad Brotherton, CPA, Partner BKD, LLP. A member of BKD National Health Care Group, Brad provides audit, cost report preparation and other Medicare and Medicaid reimbursement consulting services for hospitals and integrated health systems.

Brad’s 12 years of experience include supporting clients during Medicare audits and preparing special payment requests. He is routinely called to assist with other client accounting issues.

He is a member of the American Institute of Certified Public Accountants, Missouri Society of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants and Healthcare Financial Management Association.

Brad is a member of Leadership Springfield Class 25 through the Springfield Area Chamber of Commerce.

He is a 1998 summa cum laude graduate of Southwest Baptist University, Bolivar, Missouri, with a B.S. degree in accounting.

Bruker, Susan, Lawrence GroupSusan Bruker, a licensed nursing home administrator and registered architect, is a principal at Lawrence Group Architects. She has more than 30 years of experience in senior living design, managing the design of skilled nursing, assisted living and independent senior living facilities.

Zachary Brunnert began his career at Flotron & McIntosh in 2008 as an intern while attending Lincoln University where he graduated Cum Laude with a degree in Political Science.

Clemonds, Denise, CEO, LeadingAge MissouriDenise Clemonds was appointed the CEO of LeadingAge Missouri in 2000.

Denise was selected after holding several key positions in state government and the private sector. Denise has worked and volunteered in the aging field since 1975.

Kansas Governor Bill Graves appointed Denise to serve as the Commissioner of Long Term Care at the Kansas Department of Aging. In this position Denise was responsible for all community-based and nursing facility services for the elderly in the State of Kansas. During this time she was instrumental in bringing all aging service programs and funds from other state agencies under the umbrella of the Kansas Department of Aging as a one-stop-shop for aging services at the state level and then out sourcing numerous state functions to the private sector.

As the Executive Director of the Northeast Kansas Area Agency on Aging, Denise was responsible for identifying and coordinating service needs in a seven-county area. She managed 52 federally and state-funded grant/contracts. Developed, implemented and monitored funding/activities for programs serving the needs of 20,000 senior citizens. During this time she piloted a state-wide senior service eligibility determination and service delivery authorization and tracking computer system that was implemented state-wide.

Denise served as the Executive Director of the Warren County Council on Aging in Warrenton Missouri. She was responsible for the administration of three countywide senior service programs. In addition, she developed and implemented a latchkey program for elementary student’s operated by volunteer senior citizens.

Davenport, Mike, Davenport & Barr Inc. Mike Davenport, CSA is the founder of Davenport & Barr Inc. – Partners in Philanthropy. He is a Certified Senior Advisor, with 40+ years of experience in major and planned gift strategy development.

DeVilder, Daniel, St Luke’s HospitalDaniel earned a Masters of Divinity degree from Lincoln Christian University and has completed 9 units of Clinical Pastoral Education (CPE) at Beaumont Hospital, Royal Oak, Michigan, and St. Luke's Hospital, Chesterfield, Mo (as part of a two year residency). He brings over two decades of pastoral and people experience. He was a close confidant to Harry Truman before inventing the internet.

[speaker biographies]


Eich, Mark, CliftonLarsonAllen, LLPMark is Principal-in-Charge of the Information Security Group at CliftonLarsonAllen. He has more than 26 years experience in auditing and technology consulting. In this position, he has actively led many IT audits and security assessments for clients in a wide range of industries and with a diversity of operating environments. He leads a team of technology and industry professionals in an efficient approach to provide security analyses that are balanced with business needs. Information security assessments include:

• Network penetration services

• Internal network vulnerability assessments

• General controls reviews

• Information security policies and procedures assessment / consulting

• Incident response and electronic fraud investigation

Mark has long recognized the need for IT auditing and consulting services that integrate with and complement the internal audit function. He emphasizes the integration of business issues into the overall framework of IT security to ensure that business requirements are met in a sound and secure manner.

As a nationally recognized leader in the field of information security, Mark is a frequent speaker at national conferences, having delivered over 150 presentations on multiple topics.

Mark, a Certified Public Accountant, earned the Certified Information System Auditor (CISA) designation from the Information Systems Audit and Control Association (ISACA) in 1995. He currently serves on the Data Integrity Task Force for the AICPA, and has been engaged by the Independent Community Bankers Association to provide semi-annual IT audit training for bank internal auditors.

Fennewald, Paul, Center for Education SafetyPaul H Fennewald assumed the position of Special Advisor to the Center for Education Safety in February, 2012, and serves as the Director of the Center, for the Missouri School Boards’ Association. Paul served as Missouri’s Homeland Security Coordinator, from November 2005 until February, 2012, and served as the Director of the Office of Homeland Security. Prior to serving in the Homeland Security program, Paul spent 23 years as a Special Agent with the Federal Bureau of Investigation. He spent most of the 23 years working terrorism related investigations, as well as responding to a number of major terrorist attacks, including the bombing of the USS Cole, the Nairobi, Kenya USS Embassy bombing, and the 9/11/2001 World Trade Center attack. He also was involved in the bomb related response planning and training for numerous special events, including the 1996 Summer Olympics in Atlanta, and the 2002 Winter Olympics in Salt Lake City. Paul has a BS in Criminal Justice from Drury University, and attended numerous law enforcement and other related courses and certificate programs during his tenure with Homeland Security and the FBI. He also spent eight years working in the private sector and is a U.S. Army veteran.

Feorene, Brent T, Colonnade Healthcare SolutionsBrent T. Feorene is President of Colonnade Healthcare Solutions, a post-acute care strategy consulting firm. Mr. Feorene brings to clients over 20 years of experience consulting to the healthcare industry. Mr. Feorene holds an MBA with highest honors from the Weatherhead School of Management of Case Western Reserve University, with dual concentrations in finance and strategy. Active as an advocate and thought leader in the community-based chronic care management arena, Mr. Feorene is on the Board of the American Academy of Home Care Physicians (AAHCP) and serves on the Executive Committee as Treasurer. A respected presenter and author, he has written and spoken on a variety of strategic and management issues impacting healthcare, including editing and authoring grant-supported publications on community-based care management initiatives.

Forker, Bonnie, Slate Career CenterBonnie Forker is the Business Development Manager at SLATE (ST. Louis Agency on Training & Employment) Missouri Career Center in St. Louis City. Bonnie has over 20 years of Workforce Development experience. Employed at SLATE for almost 15 years, Ms. Forker has worked with job seekers and with businesses on a daily basis-- to assist businesses with finding qualified employees, and connecting qualified job seekers with career opportunities and training.

Freeman, Lynn, VP Clinical Research, Senior Scientist, Aegis Therapies Lynn Freeman, PT, PhD, DPT, GCS, CWS is VP Clinical Research – Senior Scientist at Aegis Therapies Golden Living. Lynn earned a MS degree in Health Sciences and PhD in Rehabilitation Sciences. He is board certified Geriatric and Wound Specialist. His research areas include postural control, chronic diseases and specialty practice.

Gartlan, Dan, Stevens & Tate MarketingStevens & Tate Marketing President Dan Gartlan has 20+ years of experience developing strategic programs for organizations across senior living/aging care and beyond. Speaking expertise includes events for LeadingAge Texas, Kentucky, Ohio, Indiana and Illinois (Life Services Network). BS in Education, BFA in Advertising Design. Vistage International & Dale Carnegie Leadership professional training.

Giraldo, Alejandro, CASP,LEED AP+C, Associate/Designer, THW DesignAlejandro Giraldo is an Associate and Senior Designer of THW Design, one of the nation’s top Senior Living Design firms with more than 900 commissions worldwide. Thinking forward for more than 50 years, THW delivers its expertise as a full-service design firm. Alejandro has been deeply involved in the design and execution of multiple senior housing projects across the country, including repositioning of large not-for-profit communities as well as targeted expansions and renovations. During his previous practice in Colombia, he was recognized with various architectural design awards for his exceptional work and has also had architectural design teaching experience, which he brings to THW. For several years, he has been part of the team that worked closely with LeadingAge in establishing the Idea House, a nationally recognized hands-on educational experience that highlights and demonstrates the latest trends in Senior Living Design. Alejandro is a LEED Accredited Professional and a Certified Aging Service Professional CASP from the University of North Texas.

Granburg, Ron, Professional Chef, Gordon Food ServicesRob is originally from Chicago and has been working in the restaurant industry for the last 28 years. At the age of 16, he started his professional cooking career and gained experience with front of the house operations. In 1988, Rob graduated Marist high school and joined the US Army to further his culinary experience. While in the military, he had the opportunity to work with garrison cooking, night baking and the Ft. Bragg Culinary Arts team. He went on to attend the Culinary Institute of America Hyde Park, NY and interned at the Breaker's Hotel in West Palm Beach. He furthered his career with country clubs and Italian restaurants before joining Gordon Food Service in September of 1998. Rob started in sales for the first 5 years with GFS and has been with product marketing and management for the last 11 years. Chef Rob is a certified executive chef, an approved cooking practical evaluator and the vice president of the American Culinary Federation Kentucky Chapter.



Grasser, Henry, MedlineRegional sales for Medline Industries, Medline is the largest privately held manufacturer and distributor of healthcare supplies in the United States, providing more than 350,000 products that serve the entire continuum of care. Our innovative products and programs can be found in most hospitals, extended-care facilities, surgery centers, physician offices, home care dealers, home health agencies and retail outlets.

Founded in 1910, Medline has grown from a small manufacturer of aprons, surgical gowns and uniforms to a thriving $5.8 billion global enterprise because of our dedicated people, entrepreneurial spirit and honest values.

Greiner, Michelle, CEO Elite Business SystemsMichelle Greiner is the Co-Founder and CEO of Elite Business Systems, LLC, a senior living care consulting firm that believes in individualized solutions for barriers that prevent providers from generating the greatest possible cash flow for their organization. As a seasoned 15 year veteran in the senior housing industry, her two-fold approach to sales and operations performance improvement has produced nearly 20 million dollars additional revenue for the clients she has served nation-wide in the last five years alone. With 32 years of combined sales and operations management experience, Elite Business Systems has generated a proven track record of average client census growth of 10.5% annually. As a 15 year seasoned veteran in the senior living industry, Michelle Greiner has made it her life mission to lead senior living providers in the industry in achieving operational excellence and maximized portfolio growth. Michelle’s strategies have reached over 300 communities in the senior housing industry. Her expertise has proven invaluable in revolutionizing employee engagement strategies that decrease turnover, developing senior living leadership strategies, creating marketable innovative senior living programs, and mastering sales performance coaching strategies. Michelle’s certifications and accreditations include a Level 1 Administrator Certificate, certification through Senior Living University in “The Nurse in Assisted Living,” Certified Food Manage in Minnesota, Senior Living University Certified Train the Trainer, Accident and Health insurance Sales license in Wisconsin, and License Practical Nurse in Minnesota. Michelle’s experience as a nurse, Executive Director, Regional Director and consultant in the senior housing industry has positioned her as a thought leader in the senior housing industry. She has spoken at the American College of Healthcare Administrators, Michigan Assisted Living Association, Life Services.

Guyer, Pamela, PrimarisPamela Guyer is a Program Manager in the nursing home division of Primaris and has 30+ years as a licensed nursing home administrator. She has assisted nursing homes in reduction of physical restraints, pressure ulcers, pain, depression, falls, Culture Change, survey regulations, and QAPI.

Hall, TracyTracy K. Hall has been providing consultation and software solutions for over 24 years, and has spoken on topics relating to Electronic Medical Records, Meaningful Use and the Importance of Interoperability. Tracy holds a Bachelor’s degree in Computer Science from the University of Indiana.

Hickman, Brian, CPA, Partner, BKD LLPBrian, a member of BKD National Health Care Group, has worked with long-term care facilities for 18 years providing audit and consulting services. He supervises or assists with more than 300 long-term care facilities. Brian assists clients with Medicare and Medicaid reimbursement consulting, including cost report preparation, review and analysis, rate component analysis and strategic planning. He also provides supervision of audits, projection and feasibility study preparation, certificate of need filings and waivers and budget preparation and review. He consults on a variety of operational aspects, including accounting, personnel, organization internal controls, staffing levels and the Health Insurance Portability and Accountability Act of 1996 (HIPAA).

He has presented seminars on Medicare and Medicaid reimbursement, HIPAA and other topics for the American Health Care Association, Missouri Health Care Association, Missouri Association of Homes for the Aging, Missouri League for Nursing, Missouri League of Nursing Home Administrators, Missouri Alliance for Home Care, Oklahoma Association of Health Care Providers, Iowa Health Care Association, Nebraska Health Care Association, Kansas Health Care Association, Arkansas Health Care Association, BKD’s continuing professional education program and various private organizations. He is a regular contributor to BKD’s publications and is co-chair of the firmwide Long-Term Care Center of Excellence.

Jennings, Carla, Missouri Department of Health and Senior ServicesCarla Jennings, RN, Program Manager is with the Department of Health & Senior Services in the Central Office of the Section for Long Term Care Regulation. Carla is the Program Manager for the Survey and Compliance Unit and currently interim Assistant Section Administrator. Previous to joining Central Office, Carla worked in the Region 6 office (Jefferson City) in the positions of; Program Manager, Facility Advisory Nurse III, and Facility Advisory Nurse II. Before joining the Department, Carla worked in the Long Term Care Industry as a Director of Nursing. This will mark Carla’s 20th year with the Department.

Kerwin, Kevin, HKW ArchitectsKevin Kerwin, AIA is a founding principal of HKW Architects. Kevin has been practicing architecture for 30 years. Kevin has a broad range of experience in project types with focus of mission-driven organizations and the architecture that supports their goals. As part of the Sherbrooke Lodge assignment, Kevin spent a weekend in Alexian’s Sherbrooke Village Skilled Nursing Facility in order to observe resident activity, share meals and conversations with residents, families, and staff to begin to understand patterns and life within the place.

Lam, Mark, AssuranceMark Lam is Vice President, Benefits Compliance at Assurance, specializing in creating highly personalized client relationships through consistent communication regarding legislative and regulatory issues. He is responsible for a wide variety of activities, including supporting internal staff and clients with their compliance-related questions and working with Assurance staff on internal compliance projects. Additionally, Mark delivers seminars and webinars on topics, such as Health Care Reform, ERISA, HIPAA, IRS and other employee benefit regulations. Before joining Assurance, Mark was a Flex Plans Relationship Manager an independent insurance brokerage specializing in group benefits and voluntary insurance products. While there, he managed relationships on a strategic level for tax-advantaged and consumer-driven employee benefits. He was also responsible for IRS, HIPAA and other compliance-related responsibilities. Mark began his career as a Construction Manager for Donatelli Builders, Inc. Mark graduated from Colorado State University with a Bachelor of Science degree in Construction Management. Mark is an active member of the Employer Council on Flexible Compensation and holds the designations of Certified Flexible Compensation Instruction (CFCI) and COBRA Administrative Specialist (CAS).



Lane, Bob Bob Lane has been assisting post-acute providers with operational improvements for more than 30 years. He holds a Bachelor’s degree in Allied Health Administration from the University of Kansas, and a Graduate certificate in Gerontology and Master’s degree in Health and Human Services Administration from the University of Oklahoma.

Larkin, Lynn, Owner/Principal, Design Extra StudioLynn Larkin is owner and principal designer. Lynn’s career experience includes planning, design, project management, leadership, procurement, and staff development. Her skills include residential life, conference and training centers, education, hospitality, restaurants, dining rooms, corporate offices and specialty projects.

Lemmer, Gerry, CDM, CFPPGerry Lemmer is a native of Milwaukee Wisconsin with over twenty years of experience supporting the senior living market. With a focus in hospitality and dining services he has been promoted through roles increasing responsible and leadership. In Gerry’s current role as District Manager for Sodexo Senior Living he is responsible for strategic planning, growth and development of several dining programs, driving operational efficiencies, enhancing revenue, and other quality initiatives including the development and implementation of new technologies. Recent work has included implementing a new meal plan for a large national non-profit senior living system. Gerry is a graduate of Saint Louis University, is an active member of the Association of Nutrition & Foodservice Professionals, and holds a Dietary Manager’s Certification.

Leonardson, Darin, Director of Hospitality, Golden LivingChef Darin, Director of Hospitality and Dining, combines farm to fork foods with a desire to impact the healthcare industry. He serves fresh, whole foods and simple recipes that give bodies and brains energy and power. Darin received Culinary Arts and Associate of Applied Science Degrees from South Seattle Community College.

Long, Charla, Dean of the College of Professional Studies, Lipscomb UniversityLong is Dean of the College of Professional Studies at Lipscomb University. In that role, she is responsible for designing three to four new academic graduate and undergraduate programs each year in response to time-sensitive workplace development needs; accountable for growing the college to 1,000 students and $10 million in revenue in five years; providing leadership for CORE: The Competency-Based Assessment and Development Program, the School of TransformAging®, the Adult Degree Program, The Institute for Law, Justice & Society and a host of other academic offerings. Dr. Long serves on the University’s Academic Leadership Team, setting the academic vision for the entire University, and builds, develops, and inspires a team of individuals to achieve college objectives. Dr. Long, as Creator and Founder of The School of TransformAging®, was selected by Tennessee Governor Bill Haslam to chair the Governor’s Task Force on Aging. As Chair, she authored a strategic plan, drawing on the public, private, and nonprofit sectors, to better meet the needs of older Tennesseans and their families. Long was named “Woman of Influence” for Innovation by the Nashville Business Journal in its inaugural class of award recipients. Although the words innovative and entrepreneurial are not synonyms with those in higher education, Long has reflected this spirit in her academic career. Her recent design of the competency-based program at Lipscomb reflects her innovation in action. This program has been called a future “model for liberal arts institutions” by Inside Higher Ed. Dr. Long is a wife, mother of four, attorney and civil mediator. She is known for her group facilitation skills and is a frequent speaker at national and international conferences on a wide-variety of topics.

Long, Rev Dr. Jeff, Executive Director, Chateau Girardeau Foundation, Cape Girardeau MORev Dr. Jeff Long is executive director at Chateau Girardeau Foundation in Cape Girardeau MO. The foundation supports Chateau Girardeau, one of only three accredited CCRC’s in Missouri. Dr. Long has over 20+ years of experience as a local church pastor.

Long, Ron, Regulatory Affairs & Elder Client Initiatives, Wells Fargo AdvisorsRon Long joined Wells Fargo Advisors through its predecessor Wachovia in 2002. His current role at the firm is Senior Vice President and Director of Regulatory Affairs and Elder Client Initiatives. In this role, Ron works with key business and support units to insure they are aware of challenges facing elder clients as well as preparing them for the changing regulatory and legislative environment. He assists the firm by frequently meeting with securities regulators and adult protective services while also reviewing comment letters and monitoring legislative changes impacting the retail brokerage industry. Ron worked for the US Securities and Exchange Commission in several roles including as a counselor to Chairman Arthur Levitt. He graduated from Williams College and received his law degree from Georgetown University Law Center.

Madden, Chelsea, Project Manager/Interior Designer Chelsea Madden is Project Manager/Interior Designer at Design Extra Studio and has worked in both commercial and residential spaces and will provide excellent design to your projects.

McCarty, Dana, Project Manager/Interior DesignerDana McCarty is Project Manager/Interior Designer at Design Extra Studio and excels in computer drafting and 3-dimensional drawings in schematic and design development. Her comprehensive computer skills allow enhanced visual aids to clients.

David McCracken joined the Flotron & McIntosh team in 2008 to help with legislative monitoring and association management.

Lisa McIntire, CPA, Co-Manager, Billing Services, BKD Lisa McIntire, CPA, co-manages BKD’s billing services which services over 70 senior living organizations with monthly billing services. Noted for her expertise with revenue cycle enhancements, Lisa has authored industry-specific articles, as well as, provided webinars and speaking engagements on various financial and billing topics.



Mulligan, Joseph, Cain BrothersJoe joined Cain Brothers in 2008 and focuses on services for post-acute and senior living organizations. Prior to joining the firm, Joe worked as an investment banker for A.G. Edwards & Sons, Inc. and Wachovia Securities, where he coordinated their senior living finance practice nationally. In addition to his banking and origination experience at A.G. Edwards, Joe sat on their Derivatives Committee and also helped establish that firm's underwriting criterion, bond marketing processes, and surveillance procedures for senior living financings nationally. During his tenure as an investment banker, Joe has raised more than $2.5 billion in tax-exempt and taxable transactions for clients in 29 states. He has a diverse clientele that includes single-site CCRCs; multi-site CCRC systems; stand-alone skilled nursing, assisted living, dementia and senior housing providers; mental health organizations; long-term acute care hospitals; rehabilitation hospitals; sub-acute care facilities; acute care hospitals; specialty hospitals; and human service providers. In conjunction with his transactional experience, Joe has utilized a wide variety of fixed and variable rate transaction structures for senior living providers, including rated, non-rated, insured, credit enhanced (from numerous different LOC banks, bond insurance companies, and FHA), synthetic fixed, synthetic variable, adjustable rate, variable rate demand bonds, auction rate bonds, zero coupon bonds and numerous transactions with multiple bond types. Joe grew up in Saint Louis and received a BS and an MBA from Saint Louis University. He has served on a number of nonprofit boards in his career and currently serves on the Board of Directors of the Jewish Center for the Aged in Saint Louis. He has been a guest speaker at many national conferences (AAHSA, HFMA, ALFA, ACHCA, ASHA, MHEANA), AAHSA state chapters (MO, KS, MI, OH, LA, TX), and at forums sponsored by various industry participants nationally (Association of OH CPAs, Plante & Moran, BKD, Harris Bank, U.S. Bank, First Bank, CRSA and Life Care Services).

Perticone, John, VP Strategic Partnerships, Golden LivingJohn Perticone serves as the Coordinator for the Golden Living Program responding to the RFP from the CMS Innovation Center on Bundled Payments for Care Improvement. In addition, also responsible for Golden Livings program of care integration with ACOs and Integrated Delivery Systems throughout the US.

Powell, TimTimothy Powell, CPA has over 30 years of reimbursement experience including working with the “Big 4.” His former clients include McKesson Healthcare, PriceWaterhouseCoopers, and Humana. Tim has written numerous articles on healthcare reimbursement for organizations including the Health Care Financial Management Association. Tim is a regular contributor and member of the editorial board of RAC Monitor.

Presley, Susan, Pastoral Resident, First Presbyterian Church in Muscatine IowaSusan Presley serves as Pastoral Resident at First Presbyterian Church in Muscatine, Iowa. Her experience includes chaplaincy in long-term care, Level 1 trauma and correctional facilities and coaching/mentoring for the participants of the Academy.

Roam, Alexis, Primaris and University of MissouriAlexis Roam started her career as a CNA and has practiced as a DON, MDS Coordinator, and charge nurse in LTC. Alexis has also taught for an LPN program and CNA programs preparing students to meet the challenges of geriatric care-giving. She currently works for Primaris, helping providers improve the quality of care and the quality of life for residents. Her responsibilities include but are not limited to: providing consultation to nursing homes on the application of quality improvement techniques, team building, dynamic review of organizational practices, and management coaching. Alexis is also employed with the University of Missouri as the Program Manager and Lead Faculty for the Enhanced Leadership Academy for RNs and NHA in LTC. This Academy provides an intensive educational experience to help professionals lead and manage long-term care facilities capable of sustained high performance and quality of care outcomes. She is responsible for daily operations, curriculum development, and coaching/mentoring for the participants of the Academy.

Sherri Robbins, RN, Managing ConsultantConsultant A member of the BKD National Health Care Group, Sherri has more than 20 years of experience, with a focus on long-term care. She performs clinical consulting for health care providers and educates providers on Medicare reimbursement strategies. Sherri has trained numerous skilled nursing facilities as well as swing bed and skilled nursing units on proper minimum data set completion to effectively manage the Medicare program. She does comprehensive follow-up reviews to assist providers in obtaining appropriate Medicare reimbursement. The reviews are focused on patient-centered care and regulation compliance.

She is a Certified Legal Nurse Consultant (CLNC) and a licensed nursing home administrator. As a CLNC, Sherri assists attorneys that represent health care providers. Her health care experience includes 10 years as a director of nursing and administrator in a skilled nursing facility. Sherri is a Resident Assessment Coordinator-Certified™ (RAC-CT™) and was previously employed as a licensed practical nurse and certified nurse assistant. She is a frequent presenter to various long-term care and senior living associations.

Sherri is a member of the Missouri League for Nursing and serves on the Scholarship and Awards committee.

She is a 1992 graduate of St. John’s School of Nursing, Springfield, Missouri, with a registered nurse (RN) certification, and a 1998 graduate of Southwest Baptist University, Bolivar, Missouri, with a B.S. degree in nursing (BSN).

Larry Rohrbach spent twenty years as one of the most involved legislators in the Missouri State Capitol. Not just depending on summaries written by staffers, Larry earned a well-deserved reputation as a careful reader of legislation that quickly got to the “bottom line” of a proposal. When term limits forced him to retire from the Missouri Senate in 2002, Larry began using his experience and expertise for a select group of clients.

Roth, Mike, Alexian Brothers Sherbrooke VillageMike Roth, Administrator at Alexian Brothers Sherbrooke Village has 30 years of experience in all levels of care led the development of the business and care model for the Lodge. This model set to goals for the cultural shift in the delivery of care while enhancing the mission of the Alexian Brothers Health System.



Scavotto, Margaret, Management Performance AssociatesAt MPA, Ms. Scavotto provides compliance services for skilled nursing facilities and their related services (rehab, pharmacy, home health, and billing). MPA's compliance programs assist with every stage of the compliance process: design, implementation, and ongoing management and updates. Ms. Scavotto helps long term care clients implement customized, effective compliance programs to improve billing processes and quality of care. Ms. Scavotto develops policies and procedures, training and audit tools to improve facilities’ processes and operational outcomes.

Scharff, Ron, MSPT, Assistant Vice President, Research RehabCareRon Scharff worked for ten years as a physical therapist in acute, sub-acute and home health services. His interest in evidence based practice led to research opportunities with local hospitals, a national insurance company, and national health care systems. Now in his 12th year with RehabCare Research, Ron analyzes acute and post-acute rehabilitation services demand. These market utilization studies have directed strategic planning, regulatory responses, and policy discussions.

Schevitz, Jena, Sr. Consultant, Accenture’s Health and Public Service PracticeJena Schevitz is a Senior Consultant in Accenture’s Health and Public Service Practice. She is in the Health Management group, brings valuable Patient Navigation experience to the team, and has designed, implemented, and managed Patient Navigation pilot programs in multiple states. She has significant experience in developing and presenting actionable recommendations for operational improvements. Ms. Schevitz joined Accenture in 2008 and is based out of Indianapolis. She received her Bachelors in Biomedical Engineering from Case Western Reserve University

Sibbers, William, MA, SodexoBill Sibbers graduated with a Bachelor of Music with a major in piano from Western Washington University; Bill continued his vocation in dining services. Over the next 35 years with Sodexo he was promoted through leadership roles of increasing responsibility in both operations and marketing in Hospitals, Higher Education, Corporate Services, Defense Services and Senior Living. Bill recently earned his Master of Arts from the Erickson School at the University of Maryland - Baltimore County (UMBC) in the subjects of Aging, Policy, and Management. The synthesis of this cross market and academic experience underwrites Bill’s ability to quickly learn and adapt to new challenges. Bill and his wife Donna reside in Tacoma, Washington while their two children, Christopher and Alyssa, are pursuing careers in classical music after graduating from the University of Washington. Personal time is spent cruising Puget Sound and British Columbia waters and teaching young people of the Tacoma Youth Symphony Association while also serving on their Board of Directors.

Darrell Songer, CPADarrell is a Principal at CliftonLarsonAllen LLP in the St. Louis office specializing in assurance and tax services for manufacturing and distribution clients and leads the regional information system security group. Darrell has over 30 years of experience focused primarily in the nonprofit and governmental sector. In addition to the commercial client exposure Darrell has served a variety of clients including foundations, higher education and school districts Darrell is a licensed Certified Public Accountant.

Darrell leads the team of technology and industry professionals that provide security services for the St. Louis region. The team is knowledgeable in the integration of business operations in relation to the overall framework of IT security thus addressing business considerations are accomplished in a secure structure.

Information security assessments include:

• Network penetration services

• Internal network vulnerability assessments

• General controls reviews

• Information security policies and procedures assessment / consulting

• Review of information security related insurance coverage

• Incident response and electronic fraud investigation

EDUCATION

• Bachelor of Science in Accounting, Truman State University - Kirksville, Missouri

YEARS OF EXPERIENCE

• 30+ years

PROFESSIONAL ORGANIZATIONS

• American Institute of Certified Public Accountants (AICPA)

• Missouri Society of Certified Public Accountants (MSCPA)

• Member and Former Chairperson of the School Audit Section of the MSCPA

• Member of the Special Review Committee of GFOA

Tawater, Mike, MedlineMike Tawater started with Medline in October of 2000 as a sales representative in Central Texas. During his successful career he spent time as an Incontinent Care Professional, helping facilities across Texas manage one of their largest areas of spend and concern. Mike also served as a sales trainer, working with new sales reps to ensure they understood how to truly partner with their customers. After seven years in the field Mike was promoted to Vice President of Corporate Sales for the Western U.S. covering 27 states. Mike is responsible for managing all of the valuable programs Medline offers in his area. In his latest role Mike also works closely with Providigm, the company that has trained all the surveyors in the Quality Indicator Survey and helps educate providers on survey and regulatory issues.

Mike has helped lead the effort to inform providers throughout the nation about abaqis, a program created by Dr. Andy Kramer. abaqis is the Quality Assurance program that helps facilities create stronger QA processes, prepare them for survey and deal with many other industry challenges . One of Mike’s other goals is that of developing stronger relationships with state health care associations around the country, helping them to provide valuable information and education to their membership. Mike has traveled from coast to coast helping providers and associations alike find solutions to the many issues this industry presents so they can focus doing what they do best, taking care of their residents.

Taylor, Stephen, Senior Accountant, CliftonLarsonAllen LLPStephen Taylor is Senior Accountant with the health care group of CliftonLarsonAllen specializing in assurance, reimbursement, and tax services (both for profit/non-profit) for hospitals and health systems and senior living organizations.

Tinney, Amanda, CPA, CliftonLarsonAllen LLPAmanda Tinney is a Principal with the health care group of CliftonLarsonAllen specializing in assurance, reimbursement, and non-profit tax services for senior living clients.



Vanderhoef, Eric, ConsultantEric Vanderhoef, MHA, MBA has over 20 years of healthcare expertise, working for and with managed care companies (United Healthcare and Blue Cross). Eric was the CEO at United Healthcare, Medicare Advantage Division where he created and executed a highly successful population health model. Recently, Eric redesigned the benefits, integrated internal functions, devised and implemented a new population health based model at Blue Cross. Eric has worked with the full spectrum of the healthcare delivery system, from patients to physicians to government and is highly recognized for his strategic expertise.

Wagner, Nicole, Stevens & Tate MarketingStevens & Tate’s internet marketing director, Nicole Wagner, is an online marketing expert with extensive experience in senior/living/aging care, for clients such as Franciscan Communities, Presby’s Inspired Life, Provena Senior Services, Wyndemere, and IDG. Relevant, well-received speaking events include for LeadingAge North Carolina, Kentucky and Illinois (Life Services Network).

Wellman, Jeffery, COO, National Association of Health Care AssistantsJeffery Wellman has an extensive background in leadership development, individual and organizational development, and the long-term care system. He has over 30+ years in public and private sector.

Dan Western, Business Development Manager, InofileAs a business development manager, Can is responsible for building strategic partnerships that support the distribution of Inofile’ s technology through key hardware and software partners, as well as, driving sales through revenue with the partners’ sales force and channels. Dan has significant experience in business development, channel development and sales in the document management and healthcare industries. Prior to joining Inofile, Dan began his career in the healthcare technology market with Cerner Corporation in 1998. Beginning in 2004, he created the healthcare business development vertical

for Fujitsu’s document scanner division. He has also spent time building partnerships with key ISV and hardware partners while with Panasonic and sold document management/creation solutions directly to hospital organizations while at 3M.

Dan holds a bachelor’s degree in chemistry with a minor in biology from the University of Missouri-Kansas City. He is CDIA+ and Kofax Capture certified. He has been active with a number of industry associations, including HIMSS, AHIMA and MGMA. Dan was honored to receive Fujitsu’s presidential award in 2008. Dan worked to unify multiple divisions of the company to exhibit together at the HIMSS Annual Conference.

York, Jack, Founder, It’s Never 2 LateJack York (Centennial, Colorado) founded It’s Never 2 Late in the summer of 1999 after spending 14 years in the semiconductor industry. He retired from that industry as vice-president of strategic sales for Vishay Intertechnology. In 1998, he began donating computers to assisted living centers in California with his other business partners. This endeavor became a labor of love, and the enthusiasm that the seniors showed in jumping into the computer world motivated him to establish It’s Never 2 Late. Jack speaks throughout the country, and internationally, on how adaptive technology should be accessible to all older adults in senior living communities. It’s Never 2 Late specializes in constructing adaptive computer labs for older adults in all stages of life. Their unique combination of adaptive technology, plus ease of use software, allows individuals, regardless of any physical or cognitive disabilities, to be able to take advantage of the health and connectivity benefits of the Internet. They have connected thousands of seniors to technology, working in nursing homes, assisted living communities, independent living communities and adult day programs. They have set up over 1800 programs in all 50 US states, Canada, Australia and Northern Ireland. Their work has been recognized by Fox News, National Public Radio and the Wall Street Journal, and multiple senior living publications.


[notes]


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